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
329 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 |
|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO. | May 19, 2026 | Independent board chairman Corporate Governance |
Other | Against | AGAINST 14 funds |
Split 4 FOR, 9 AGAINST |
| KIMBERLY-CLARK CORPORATION | May 14, 2026 | Stockholder Proposal to Require Independent Board Chair Corporate Governance |
Other | Against | AGAINST 14 funds |
Split 4 FOR, 5 AGAINST |
| LAM RESEARCH CORPORATION | November 4, 2025 | Stockholder proposal titled "Realistic Shareholder Ability to Call for a Special Shareholder Meeting," if properly presented. Corporate Governance |
Other | Against | AGAINST 13 funds |
Split 3 FOR, 6 AGAINST |
| LINDE PLC | July 29, 2025 | A shareholder proposal requesting an annual report regarding the alignment of the Company's direct and indirect lobbying activities with the Company's 2050 climate neutrality ambition. Environment or Climate |
Other | Against | AGAINST 13 funds |
Split 1 FOR, 3 AGAINST |
| LOWE'S COMPANIES, INC. | May 29, 2026 | Shareholder Proposal requesting an independent board chairman. Corporate Governance |
Other | Against | AGAINST 12 funds |
Split 4 FOR, 3 AGAINST |
| MARVELL TECHNOLOGY, INC. | June 25, 2026 | To consider and act on one stockholder proposal, entitled "Independent Board Chairman", if properly presented at the Annual Meeting. Corporate Governance |
Other | Against | AGAINST 11 funds |
Split 3 FOR, 1 AGAINST |
| MASTERCARD INCORPORATED | June 16, 2026 | Consideration of a stockholder proposal regarding shareholder right to act by written consent Shareholder Rights and Defenses |
Other | Against | AGAINST 13 funds |
Split 4 FOR, 7 AGAINST |
| MCDONALD'S CORPORATION | May 20, 2026 | Advisory Vote to Adopt Policy for an Independent Chair. Corporate Governance |
Other | Against | AGAINST 14 funds |
Split 2 FOR, 3 AGAINST |
| MICRON TECHNOLOGY, INC. | January 15, 2026 | SHAREHOLDER PROPOSAL REQUESTING AMENDMENT TO SHAREHOLDER SPECIAL MEETING RIGHT. Shareholder Rights and Defenses |
Other | Against | AGAINST 12 funds |
Split 2 FOR, 3 AGAINST |
| MONDELEZ INTERNATIONAL, INC. | May 20, 2026 | Shareholder proposal requesting adoption of an independent board chairman policy Corporate Governance |
Other | Against | AGAINST 12 funds |
Split 2 FOR, 2 AGAINST |
| MORGAN STANLEY | May 14, 2026 | Shareholder proposal requesting an independent Board Chairman Corporate Governance |
Other | Against | AGAINST 14 funds |
Split 4 FOR, 6 AGAINST |
| NETFLIX, INC. | June 4, 2026 | Stockholder proposal entitled, "Proposal 4 - Shareholder Right to Act by Written Consent," if properly presented at the meeting. Shareholder Rights and Defenses |
Other | Against | AGAINST 13 funds |
Split 2 FOR, 5 AGAINST |
| NVR, INC. | May 7, 2026 | Shareholder proposal to reduce the ownership threshold required to call a special meeting. Shareholder Rights and Defenses |
Other | Against | AGAINST 13 funds |
Split 1 FOR, 5 AGAINST |
| PAYPAL HOLDINGS, INC. | May 19, 2026 | Stockholder Proposal - Reduce Threshold to Call Special Meetings of Stockholders. Shareholder Rights and Defenses |
Other | Against | AGAINST 13 funds |
Split 3 FOR, 6 AGAINST |
| PEPSICO, INC. | May 6, 2026 | Shareholder Proposal - Independent Board Chair. Corporate Governance |
Other | Against | AGAINST 14 funds |
Split 3 FOR, 5 AGAINST |
| PFIZER INC. | April 23, 2026 | Adopt an Independent Chair Policy Corporate Governance |
Other | Against | AGAINST 14 funds |
Split 2 FOR, 8 AGAINST |
| PPG INDUSTRIES, INC. | April 16, 2026 | Shareholder proposal to adopt a policy requiring an independent board chair, if properly presented Corporate Governance |
Other | Against | AGAINST 14 funds |
Split 1 FOR, 2 AGAINST |
| PRUDENTIAL FINANCIAL, INC. | May 12, 2026 | Shareholder proposal regarding an Independent Board Chairman. Corporate Governance |
Other | Against | AGAINST 13 funds |
Split 2 FOR, 7 AGAINST |
| QUALCOMM INCORPORATED | March 17, 2026 | Stockholder proposal entitled "Shareholder Ability to Call for a Special Meeting." Shareholder Rights and Defenses |
Other | Against | AGAINST 13 funds |
Split 3 FOR, 8 AGAINST |
| QUEST DIAGNOSTICS INCORPORATED | May 20, 2026 | Stockholder proposal regarding an independent board chairman, if properly presented at the Annual Meeting. Corporate Governance |
Other | Against | AGAINST 13 funds |
Split 1 FOR, 3 AGAINST |
| S&P GLOBAL INC. | May 20, 2026 | Vote on a shareholder proposal to reduce the stock ownership threshold for calling a special shareholder meeting; Shareholder Rights and Defenses |
Other | Against | AGAINST 12 funds |
Split 3 FOR, 3 AGAINST |
| SEMPRA | May 12, 2026 | Shareholder proposal requesting an independent board chairman Corporate Governance |
Other | Against | AGAINST 12 funds |
Split 2 FOR, 4 AGAINST |
| SERVICENOW, INC. | May 21, 2026 | Shareholder proposal regarding shareholder right to act by written consent. Shareholder Rights and Defenses |
Other | Against | AGAINST 12 funds |
Split 4 FOR, 3 AGAINST |
| STATE STREET CORPORATION | May 20, 2026 | Shareholder proposal requesting the adoption of a policy and amendment to the by-laws requiring the Chair of the Board be an independent member of the Board in the next CEO transition, if properly presented. Corporate Governance |
Other | Against | AGAINST 13 funds |
Split 4 FOR, 6 AGAINST |
| SYSCO CORPORATION | November 14, 2025 | To consider a stockholder proposal to adopt a policy requiring that the Board Chair and CEO roles be separate positions held by different people. Corporate Governance |
Other | Against | AGAINST 14 funds |
Split 3 FOR, 3 AGAINST |
| TESLA, INC. | November 6, 2025 | A shareholder proposal regarding adopting targets and reporting on metrics to assess the feasibility of integrating sustainability metrics into senior executive compensation plans. Compensation |
Other | Against | AGAINST 13 funds |
Split 4 FOR, 5 AGAINST |
| TEXAS INSTRUMENTS INCORPORATED | April 16, 2026 | Stockholder proposal to permit stockholders to act by written consent. Shareholder Rights and Defenses |
Other | Against | AGAINST 17 funds |
Split 2 FOR, 4 AGAINST |
| THE CIGNA GROUP | April 22, 2026 | Shareholder Proposal - Shareholder Right to Act by Written Consent Shareholder Rights and Defenses |
Other | Against | AGAINST 14 funds |
Split 3 FOR, 4 AGAINST |
| THE COCA-COLA COMPANY | April 29, 2026 | Vote on a shareowner proposal requesting a report on the Company's plans to increase sustainability disclosure Environment or Climate |
Other | Against | AGAINST 15 funds |
Split 3 FOR, 5 AGAINST |
| THE GOLDMAN SACHS GROUP, INC. | April 29, 2026 | Shareholder Proposal Regarding Special Shareholder Meeting Thresholds Shareholder Rights and Defenses |
Other | Against | AGAINST 13 funds |
Split 3 FOR, 5 AGAINST |
| THE HARTFORD INSURANCE GROUP, INC. | May 20, 2026 | Shareholder proposal that the Company adopt written consent rights for shareholders Shareholder Rights and Defenses |
Other | Against | AGAINST 13 funds |
Split 5 FOR, 3 AGAINST |
| THE HOME DEPOT, INC. | May 21, 2026 | Shareholder Proposal Regarding Independent Board Chair Corporate Governance |
Other | Against | AGAINST 16 funds |
Split 4 FOR, 9 AGAINST |
| THE TRAVELERS COMPANIES, INC. | May 20, 2026 | Shareholder proposal relating to an independent board chairman, if presented at the Annual Meeting of Shareholders. Corporate Governance |
Other | Against | AGAINST 12 funds |
Split 3 FOR, 3 AGAINST |
| UNITED AIRLINES HOLDINGS, INC. | May 19, 2026 | Advisory vote on stockholder proposal entitled "Shareholder Right to Act by Written Consent". Shareholder Rights and Defenses |
Other | Against | AGAINST 13 funds |
Split 1 FOR, 3 AGAINST |
| VERISK ANALYTICS, INC. | May 19, 2026 | Shareholder Proposal - Shareholder Right to Act by Written Consent. Shareholder Rights and Defenses |
Other | Against | AGAINST 14 funds |
Split 3 FOR, 3 AGAINST |
| VERIZON COMMUNICATIONS | May 21, 2026 | Independent board chair Corporate Governance |
Other | Against | AGAINST 14 funds |
Split 3 FOR, 8 AGAINST |
| VERTEX PHARMACEUTICALS INCORPORATED | May 13, 2026 | Shareholder Proposal, if properly presented at the meeting, regarding shareholder right to act by written consent. Shareholder Rights and Defenses |
Other | Against | AGAINST 14 funds |
Split 3 FOR, 3 AGAINST |
| VISA INC. | January 27, 2026 | Shareholder proposal on shareholder right to act by written consent. Shareholder Rights and Defenses |
Other | Against | AGAINST 15 funds |
Split 4 FOR, 7 AGAINST |
| VISA INC. | January 27, 2026 | Shareholder proposal requesting the Board of Directors to adopt a policy for an independent chair. Corporate Governance |
Other | Against | AGAINST 15 funds |
Split 4 FOR, 7 AGAINST |
| WELLS FARGO & COMPANY | April 28, 2026 | Shareholder Proposal - Govern by Majority Vote. Shareholder Rights and Defenses |
Other | Against | AGAINST 12 funds |
Split 2 FOR, 5 AGAINST |
| WELLS FARGO & COMPANY | April 28, 2026 | Shareholder Proposal - Request for Board of Directors to Adopt Policy for an Independent Chair. Corporate Governance |
Other | Against | AGAINST 12 funds |
Split 2 FOR, 5 AGAINST |
| WEST PHARMACEUTICAL SERVICES, INC. | May 4, 2026 | Shareholder proposal regarding an independent Board Chair policy. Corporate Governance |
Other | Against | AGAINST 13 funds |
Split 1 FOR, 2 AGAINST |
| YUM! BRANDS, INC. | May 14, 2026 | Shareholder Proposal to Reduce the Percentage of Shares Required to Call a Special Meeting. Shareholder Rights and Defenses |
Other | Against | AGAINST 14 funds |
Split 3 FOR, 4 AGAINST |
| ZIMMER BIOMET HOLDINGS, INC. | May 22, 2026 | Shareholder Proposal on Independent Board Chairman. Corporate Governance |
Other | Against | AGAINST 14 funds |
Split 1 FOR, 3 AGAINST |
| ZOETIS INC. | May 20, 2026 | Shareholder proposal to permit shareholder action by written consent. Shareholder Rights and Defenses |
Other | Against | AGAINST 14 funds |
Split 4 FOR, 4 AGAINST |
| AFFILIATED MANAGERS GROUP, INC. | May 27, 2026 | To ratify the selection of PricewaterhouseCoopers LLP as the Company's independent registered public accounting firm for the current fiscal year. Audit-related |
Board | For | FOR 11 funds |
Split 3 FOR, 1 AGAINST |
| ALPHABET INC. | June 5, 2026 | Advisory vote to approve compensation awarded to named executive officers Say-on-Pay |
Board | For | AGAINST 19 funds |
Split 13 FOR, 3 AGAINST |
| ALPHABET INC. | June 5, 2026 | Ratification of appointment of Ernst & Young LLP as Alphabet's independent registered public accounting firm for the fiscal year ending December 31, 2026 Audit-related |
Board | For | FOR 16 funds |
Split 10 FOR, 3 AGAINST |
| AMERICAN ELECTRIC POWER COMPANY, INC. | April 28, 2026 | Election of Directors: Sandra Beach Lin Director Elections |
Board | For | FOR 12 funds |
Split 5 FOR, 1 AGAINST |
| AMERIPRISE FINANCIAL, INC. | April 29, 2026 | To approve the compensation of the named executive officers by a nonbinding advisory vote. Say-on-Pay |
Board | For | FOR 16 funds |
Split 10 FOR, 2 AGAINST |
| AMPHENOL CORPORATION | May 21, 2026 | Advisory vote to approve compensation of named executive officers Say-on-Pay |
Board | For | FOR 16 funds |
Split 8 FOR, 1 AGAINST |
| ANALOG DEVICES, INC. | March 11, 2026 | Advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 14 funds |
Split 10 FOR, 1 AGAINST |
| ANNALY CAPITAL MANAGEMENT, INC. | June 10, 2026 | Advisory approval of the Company's executive compensation. Say-on-Pay |
Board | For | FOR 13 funds |
Split 7 FOR, 1 AGAINST |
| ANNALY CAPITAL MANAGEMENT, INC. | June 10, 2026 | Ratification of the appointment of Ernst & Young LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2026. Audit-related |
Board | For | FOR 12 funds |
Split 2 FOR, 1 AGAINST |
| APPLE INC. | February 24, 2026 | Advisory vote to approve executive compensation Say-on-Pay |
Board | For | FOR 18 funds |
Split 12 FOR, 4 AGAINST |
| ATI INC. | May 14, 2026 | Election of Directors: David J. Morehouse Director Elections |
Board | For | FOR 11 funds |
Split 1 FOR, 2 WITHHOLD |
| ATLASSIAN CORPORATION | December 2, 2025 | An advisory vote to approve the compensation of our named executive officers for the fiscal year ended June 30, 2025. Say-on-Pay |
Board | For | FOR 8 funds |
Split 5 FOR, 1 AGAINST |
| AbbVie Inc. | May 8, 2026 | Election of Class II Directors: Jennifer L. Davis Director Elections |
Board | For | FOR 16 funds |
Split 3 FOR, 8 AGAINST |
| Albertsons Companies, Inc. | August 7, 2025 | Election of Directors: Sharon Allen Director Elections |
Board | For | FOR 12 funds |
Split 3 FOR, 1 AGAINST |
| Amazon.com, Inc. | May 20, 2026 | ELECTION OF DIRECTORS: Andrew Y. Ng Director Elections |
Board | For | FOR 15 funds |
Split 7 FOR, 3 AGAINST |
| Amazon.com, Inc. | May 20, 2026 | ELECTION OF DIRECTORS: Jamie S. Gorelick Director Elections |
Board | For | FOR 15 funds |
Split 7 FOR, 3 AGAINST |
| Amazon.com, Inc. | May 20, 2026 | ELECTION OF DIRECTORS: Jeffrey P. Bezos Director Elections |
Board | For | FOR 15 funds |
Split 7 FOR, 3 AGAINST |
| Amazon.com, Inc. | May 20, 2026 | ELECTION OF DIRECTORS: Jonathan J. Rubinstein Director Elections |
Board | For | FOR 15 funds |
Split 7 FOR, 3 AGAINST |
| Amazon.com, Inc. | May 20, 2026 | ELECTION OF DIRECTORS: Patricia Q. Stonesifer Director Elections |
Board | For | FOR 15 funds |
Split 7 FOR, 3 AGAINST |
| AppLovin Corporation | June 3, 2026 | Election of Directors: ADAM FOROUGHI Director Elections |
Board | For | FOR 12 funds |
Split 4 FOR, 1 WITHHOLD |
| AppLovin Corporation | June 3, 2026 | Election of Directors: Eduardo Vivas Director Elections |
Board | For | FOR 12 funds |
Split 4 FOR, 1 WITHHOLD |
| Atlassian Corporation | December 2, 2025 | Election of Directors: Michael Cannon-Brookes Director Elections |
Board | For | FOR 7 funds |
Split 1 FOR, 1 AGAINST |
| Atlassian Corporation | December 2, 2025 | Election of Directors: Scott Farquhar Director Elections |
Board | For | FOR 7 funds |
Split 1 FOR, 1 AGAINST |
| Atlassian Corporation | December 2, 2025 | Election of Directors: Shona L. Brown Director Elections |
Board | For | FOR 7 funds |
Split 1 FOR, 1 AGAINST |
| BENTLEY SYSTEMS, INCORPORATED | May 21, 2026 | Election of Directors: Barry J. Bentley Director Elections |
Board | For | FOR 9 funds |
Split 5 FOR, 1 WITHHOLD |
| BENTLEY SYSTEMS, INCORPORATED | May 21, 2026 | Election of Directors: Brian F. Hughes Director Elections |
Board | For | FOR 9 funds |
Split 5 FOR, 1 WITHHOLD |
| BENTLEY SYSTEMS, INCORPORATED | May 21, 2026 | Election of Directors: Gregory S. Bentley Director Elections |
Board | For | FOR 9 funds |
Split 5 FOR, 1 WITHHOLD |
| BENTLEY SYSTEMS, INCORPORATED | May 21, 2026 | Election of Directors: Janet B. Haugen Director Elections |
Board | For | FOR 9 funds |
Split 5 FOR, 1 WITHHOLD |
| BENTLEY SYSTEMS, INCORPORATED | May 21, 2026 | Election of Directors: Keith A. Bentley Director Elections |
Board | For | FOR 9 funds |
Split 5 FOR, 1 WITHHOLD |
| BENTLEY SYSTEMS, INCORPORATED | May 21, 2026 | Election of Directors: Nicholas H. Cumins Director Elections |
Board | For | FOR 9 funds |
Split 5 FOR, 1 WITHHOLD |
| BENTLEY SYSTEMS, INCORPORATED | May 21, 2026 | Election of Directors: Raymond B. Bentley Director Elections |
Board | For | FOR 9 funds |
Split 5 FOR, 1 WITHHOLD |
| BENTLEY SYSTEMS, INCORPORATED | May 21, 2026 | To approve, on an advisory (non-binding) basis, the compensation paid to the Company's named executive officers. Say-on-Pay |
Board | For | FOR 10 funds |
Split 11 FOR, 1 AGAINST |
| BEST BUY CO., INC. | June 12, 2026 | To approve in a non-binding advisory vote our named executive officer compensation Say-on-Pay |
Board | For | FOR 16 funds |
Split 12 FOR, 3 AGAINST |
| BROADCOM INC | April 20, 2026 | Advisory vote to approve the named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 18 funds |
Split 11 FOR, 4 AGAINST |
| Ball Corporation | April 29, 2026 | Election of Directors: Todd A. Penegor Director Elections |
Board | For | AGAINST 14 funds |
Split 2 FOR, 2 AGAINST |
| Bunge Global SA | May 20, 2026 | Election of Directors: Markus Walt Director Elections |
Board | For | FOR 14 funds |
Split 5 FOR, 2 AGAINST |
| Bunge Global SA | May 20, 2026 | Reelection of Four Members of the Human Resources and Compensation Committee: Markus Walt Corporate Governance |
Board | For | FOR 14 funds |
Split 5 FOR, 2 AGAINST |
| CARRIER GLOBAL CORPORATION | April 15, 2026 | Advisory Vote to Approve Named Executive Officer Compensation Say-on-Pay |
Board | For | FOR 15 funds |
Split 7 FOR, 2 AGAINST |
| CATERPILLAR INC. | June 10, 2026 | Election of Directors: James C. Fish, Jr. Director Elections |
Board | For | FOR 16 funds |
Split 8 FOR, 4 AGAINST |
| CITIGROUP INC. | May 20, 2026 | Advisory vote to approve our 2025 Executive Compensation. Say-on-Pay |
Board | For | AGAINST 16 funds |
Split 10 FOR, 4 AGAINST |
| COMCAST CORPORATION | June 10, 2026 | Advisory vote on executive compensation Say-on-Pay |
Board | For | AGAINST 17 funds |
Split 14 FOR, 2 AGAINST |
| CONAGRA BRANDS, INC. | September 17, 2025 | Advisory vote to approve named executive officer compensation Say-on-Pay |
Board | For | FOR 15 funds |
Split 8 FOR, 2 AGAINST |
| CONSTELLATION BRANDS, INC. | July 15, 2025 | To approve, by an advisory vote, the compensation of the Company's named executive officers as disclosed in the Proxy Statement. Say-on-Pay |
Board | For | FOR 17 funds |
Split 6 FOR, 1 AGAINST |
| COSTAR GROUP, INC. | June 23, 2026 | Proposal to approve, on an advisory basis, the Company's executive compensation. Say-on-Pay |
Board | For | AGAINST 16 funds |
Split 7 FOR, 2 AGAINST |
| CROCS, INC. | June 9, 2026 | Approval of the Crocs, Inc. 2026 Equity Incentive Plan. Compensation |
Board | For | FOR 9 funds |
Split 2 FOR, 1 AGAINST |
| CSX Corporation | May 12, 2026 | Election of Directors: John J. Zillmer Director Elections |
Board | For | FOR 12 funds |
Split 3 FOR, 4 AGAINST |
| CVS Health Corporation | May 14, 2026 | Election of Directors: J. David Joyner Director Elections |
Board | For | FOR 14 funds |
Split 3 FOR, 2 AGAINST |
| Charter Communications, Inc. | April 21, 2026 | Election of Directors: Balan Nair Director Elections |
Board | For | AGAINST 13 funds |
Split 1 FOR, 3 AGAINST |
| Colgate-Palmolive Company | May 8, 2026 | Election of directors: C. Martin Harris Director Elections |
Board | For | FOR 13 funds |
Split 6 FOR, 4 AGAINST |
| ConocoPhillips | May 12, 2026 | ELECTION OF DIRECTORS: David T. Seaton Director Elections |
Board | For | FOR 13 funds |
Split 5 FOR, 1 AGAINST |
| Cummins Inc. | May 12, 2026 | Election of Directors: Karen H. Quintos Director Elections |
Board | For | FOR 13 funds |
Split 3 FOR, 3 AGAINST |
| DARDEN RESTAURANTS, INC. | September 17, 2025 | To ratify the appointment of KPMG LLP as the Company's independent registered public accounting firm for the fiscal year ending May 31, 2026. Audit-related |
Board | For | FOR 15 funds |
Split 2 FOR, 1 AGAINST |
| DEERE & COMPANY | February 25, 2026 | Advisory vote to approve executive compensation ("say-on-pay") Say-on-Pay |
Board | For | FOR 16 funds |
Split 7 FOR, 2 AGAINST |
| DICK'S SPORTING GOODS, INC. | June 10, 2026 | Non-binding advisory vote to approve compensation of named executive officers, as disclosed in the Company's 2026 proxy statement. Say-on-Pay |
Board | For | FOR 13 funds |
Split 6 FOR, 1 AGAINST |
| DICK'S Sporting Goods, Inc. | June 10, 2026 | Election of Directors, each for a term that expires in 2027: Edward W. Stack Director Elections |
Board | For | FOR 12 funds |
Split 2 FOR, 1 WITHHOLD |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 18, 2026 from SEC Form N-PX filings.