Home › Asset managers › Compare 2025-2026 › Charles Schwab vs Northern Trust
Charles Schwab 2025-2026 · Northern Trust 2025-2026 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 15,103 | 13,930 | 844 | 329 | 94.3% | 93.6% |
| Board proposals | 14,149 | 13,243 | 722 | 184 | 94.8% | 94.4% |
| E&S shareholder proposals | 155 | 73 | 33 | 49 | 68.9% | 67.1% |
| Other items | 799 | 614 | 89 | 96 | 87.3% | 84.1% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
722 items. “Voted differently”: each manager’s funds all voted one way, and the two ways differ. “Split”: at least one manager’s funds did not all vote the same way.
| Company | Meeting | Proposal | On the ballot from | Board recommended | Charles Schwab | Northern Trust |
|---|---|---|---|---|---|---|
| WILLIS LEASE FINANCE CORPORATION | June 23, 2026 | Elect one Class I Director to serve until the 2029 Annual Meeting of Stockholders, specifically and as nominated by the Board of Directors. Stephen Jones Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 4 funds |
| WORKDAY, INC. | June 16, 2026 | To approve the amendment and restatement of our 2012 Employee Stock Purchase Plan to increase the number of shares of common stock reserved for issuance. Compensation |
Board | For | FOR 14 funds |
AGAINST 3 funds |
| WORKDAY, INC. | June 16, 2026 | To approve the amendment and restatement of our 2022 Equity Incentive Plan to increase the number of shares of common stock reserved for issuance. Compensation |
Board | For | FOR 14 funds |
AGAINST 3 funds |
| WORKIVA INC. | May 28, 2026 | Election of Directors: Michael M. Crow, Ph.D. Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 3 funds |
| WW INTERNATIONAL, INC. | June 12, 2026 | To approve, on an advisory basis, the Company's named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 1 fund |
| Welltower Inc. | May 21, 2026 | Election of Directors: Ade J. Patton Director Elections |
Board | For | AGAINST 15 funds |
FOR 8 funds |
| Welltower Inc. | May 21, 2026 | Election of Directors: Johnese M. Spisso Director Elections |
Board | For | AGAINST 15 funds |
FOR 8 funds |
| Welltower Inc. | May 21, 2026 | Election of Directors: Kathryn M. Sullivan Director Elections |
Board | For | AGAINST 15 funds |
FOR 8 funds |
| Welltower Inc. | May 21, 2026 | Election of Directors: Sergio D. Rivera Director Elections |
Board | For | AGAINST 15 funds |
FOR 8 funds |
| Workday, Inc. | June 16, 2026 | Election of Class II Directors: George J. Still, Jr. Director Elections |
Board | For | AGAINST 14 funds |
FOR 3 funds |
| XBIOTECH INC | August 29, 2025 | To approve, on an advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 2 funds |
| XENCOR, INC. | June 16, 2026 | Approval of the amendment to the Company's Amended and Restated 2023 Equity Incentive Plan to increase the number of authorized shares reserved for issuance thereunder by 4,000,000 shares; and Compensation |
Board | For | FOR 4 funds |
AGAINST 4 funds |
| XEROX HOLDINGS CORPORATION | May 20, 2026 | Approve, on an advisory basis, the 2025 compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 4 funds |
| YEXT, INC. | June 10, 2026 | Approve the amended, restated and extended Yext, Inc. 2016 Equity Incentive Plan. Compensation |
Board | For | FOR 4 funds |
AGAINST 2 funds |
| Yext, Inc. | June 10, 2026 | Election of Class III Directors: Andrew Sheehan Director Elections |
Board | For | FOR 4 funds |
AGAINST 2 funds |
| Yum China Holdings, Inc. | May 28, 2026 | Election of Directors: Zhe (David) Wei Director Elections |
Board | For | FOR 2 funds |
AGAINST 3 funds |
| ZETA GLOBAL HOLDINGS CORP. | June 16, 2026 | Election of Directors: William Landman Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 3 funds |
| ZEVRA THERAPEUTICS, INC. | June 4, 2026 | Election of Directors: Douglas W. Calder Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 1 fund |
| ZIMVIE INC. | October 10, 2025 | A proposal to approve, by advisory (non-binding) vote, the compensation that may be paid or become payable to the Company's named executive officers in connection with the consummation of the merger. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 6 funds |
| ZOOM COMMUNICATIONS, INC. | June 11, 2026 | Approve, on an advisory non-binding basis, the compensation of our named executive officers as disclosed in our proxy statement. Say-on-Pay |
Board | For | FOR 12 funds |
AGAINST 6 funds |
| Zebra Technologies Corporation | May 19, 2026 | Election of Directors: Class III term to expire 2029: Linda M. Connly Director Elections |
Board | For | FOR 14 funds |
AGAINST 3 funds |
| nCino, Inc. | June 18, 2026 | Election of Four Directors: Jon Doyle Director Elections |
Board | For | FOR 5 funds |
AGAINST 2 funds |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 25, 2026 from SEC Form N-PX filings.