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
844 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 |
|---|---|---|---|---|---|---|
| VERINT SYSTEMS INC. | November 18, 2025 | Approval, on a non-binding, advisory basis, of certain compensation that may be paid or become payable to Verint's named executive officers in connection with the Merger. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 5 funds |
| VERU INC. | March 12, 2026 | To approve a non-binding advisory proposal on executive compensation. Say-on-Pay |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| VIASAT, INC. | September 4, 2025 | Election of Directors: Sean Pak Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 3 funds |
| VIKING THERAPEUTICS INC | May 19, 2026 | TO APPROVE, ON AN ADVISORY BASIS, THE COMPENSATION OF THE COMPANY'S NAMED EXECUTIVE OFFICERS. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 5 funds |
| VIMEO, INC. | November 19, 2025 | To approve, on a non-binding, advisory basis, compensation that will or may become payable to the named executive officers of Vimeo in connection with the transactions contemplated by the merger agreement, which proposal is referred to as the merger-related compensation proposal. Say-on-Pay |
Board | For | FOR 4 funds |
AGAINST 6 funds |
| VIRTUS INVESTMENT PARTNERS, INC. | May 20, 2026 | Election of Directors: Timothy A. Holt Director Elections |
Board | For | WITHHOLD 9 funds |
FOR 4 funds |
| VITAL ENERGY, INC. | December 12, 2025 | a proposal to approve, on a non-binding, advisory basis, certain compensation that may be paid or become payable to Vital's named executive officers that is based on or otherwise relates to the Mergers (the "Vital Advisory Compensation Proposal"). Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 3 funds |
| Velocity Financial, Inc. | May 21, 2026 | Election of Directors: John A. Pless Director Elections |
Board | For | AGAINST 4 funds |
FOR 1 fund |
| Vitesse Energy, Inc. | June 5, 2026 | Election of Directors: Joseph S. Steinberg Director Elections |
Board | For | AGAINST 4 funds |
FOR 1 fund |
| W&T OFFSHORE, INC. | June 3, 2026 | To amend the Company's 2023 Incentive Compensation Plan to increase the number of shares of the Company's common stock available for issuance thereunder from 10,000,000 to 22,000,000. Compensation |
Board | For | FOR 5 funds |
AGAINST 2 funds |
| W&T OFFSHORE, INC. | June 3, 2026 | To approve, on an advisory basis, the compensation of the Company's named executive officers, as disclosed in the Proxy Statement pursuant to Item 402 of Regulation S-K. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 6 funds |
| W&T Offshore, Inc. | June 3, 2026 | Election of Directors: Mr. Daniel O. Conwill, IV Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 2 funds |
| W. R. Berkley Corporation | June 3, 2026 | Election of Directors: Maria Luisa Ferre Director Elections |
Board | For | FOR 13 funds |
AGAINST 3 funds |
| WEBSTER FINANCIAL CORPORATION | May 26, 2026 | To approve, on an advisory (non-binding) basis, the compensation payments that will or may be paid to Webster's named executive officers in connection with the transactions contemplated by the Transaction Agreement (the "compensation proposal"). Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 7 funds |
| WEBTOON Entertainment Inc. | June 3, 2026 | Election of Directors: Jun Masuda (Class II) Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| WEBTOON Entertainment Inc. | June 3, 2026 | Election of Directors: Namsun Kim (Class II) Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| WELLS FARGO & COMPANY | April 28, 2026 | Advisory resolution to approve executive compensation (Say on Pay). Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 13 funds |
| WESBANCO, INC. | April 15, 2026 | To approve an advisory (non-binding) vote on compensation paid to Wesbanco's named executive officers in 2025. Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 6 funds |
| WESTWOOD HOLDINGS GROUP, INC. | April 30, 2026 | To approve the Twelfth Amended and Restated Westwood Holdings Group, Inc. Stock Incentive Plan. Compensation |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| WEYCO GROUP, INC. | May 5, 2026 | Advisory vote on the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 4 funds |
| WHEELS UP EXPERIENCE INC. | June 9, 2026 | Approval of an amendment to the Wheels Up Experience Inc. 2021 Long-Term Incentive Plan, as amended and restated April 1, 2023 (as previously amended by Amendment No. 1 thereto and Amendment No. 2 thereto, the "A&R 2021 LTIP"), to increase the aggregate number of shares of the Company's Class A common stock, $0.0001 par value per share available for awards made under the A&R 2021 LTIP and extend the termination date of such plan to March 31, 2036. Compensation |
Board | For | FOR 3 funds |
AGAINST 1 fund |
| WILLDAN GROUP, INC. | June 17, 2026 | Approval of an amendment to the Company's 2008 Performance Incentive Plan (the "2008 Plan"), including an increase in the number of shares available for grant under the 2008 Plan. Compensation |
Board | For | AGAINST 5 funds |
FOR 3 funds |
| 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 |
← Previous Page 9 of 9
How items are matched and positions counted: see the comparison table and the methodology. Built October 25, 2026 from SEC Form N-PX filings.