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Charles Schwab vs Northern Trust: how alike they voted, 2025-2026

94.3% When both took a single position, they voted the same way on 94.3% of 14,774 items (13,930 the same, 844 different). 329 items where at least one of them split its funds are listed separately below. Both voted on 15,103 items in all.

Charles Schwab 2025-2026 · Northern Trust 2025-2026 · Download the item list (CSV)

By who put the item on the ballot. “Same position” = Same / (Same + Differ); split items are not in it. “Fund-level” is a second view over all common items: the chance that a fund of each manager, picked at random, voted the same way, which gives partial credit where a manager split.
Common itemsSame DifferSplit (not in %)Same position Fund-level
All ballot items 15,10313,930844 32994.3%93.6%
Board proposals 14,14913,243722 18494.8%94.4%
E&S shareholder proposals 1557333 4968.9%67.1%
Other items 79961489 9687.3%84.1%

Where they did not vote alike

Everything Voted differently Split votes

All ballot items Board proposals E&S shareholder proposals Other items

96 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.

CompanyMeetingProposalOn the ballot from Board recommendedCharles SchwabNorthern Trust
ABBVIE INC. May 8, 2026 Stockholder Proposal - to Adopt a Policy to Require an Independent Chair
Corporate Governance
Other Against AGAINST
16 funds
Split
3 FOR, 8 AGAINST
ADVANCED MICRO DEVICES, INC. May 13, 2026 Stockholder proposal requesting changes to the stockholder right to call a special meeting.
Shareholder Rights and Defenses
Other Against AGAINST
14 funds
Split
5 FOR, 4 AGAINST
AFLAC INCORPORATED May 4, 2026 Independent Board Chairman
Corporate Governance
Other Against AGAINST
13 funds
Split
4 FOR, 8 AGAINST
ALLY FINANCIAL INC. May 6, 2026 Shareholder Proposal to Reduce Threshold for Shareholders to Call Special Meetings.
Shareholder Rights and Defenses
Other Against AGAINST
13 funds
Split
1 FOR, 4 AGAINST
AMAZON.COM, INC. May 20, 2026 SHAREHOLDER PROPOSAL REQUESTING A MANDATORY INDEPENDENT BOARD CHAIR POLICY
Corporate Governance
Other Against AGAINST
15 funds
Split
3 FOR, 7 AGAINST
AMGEN INC. May 19, 2026 Stockholder proposal to require an independent board chairman.
Corporate Governance
Other Against AGAINST
15 funds
Split
3 FOR, 6 AGAINST
ANALOG DEVICES, INC. March 11, 2026 To consider a shareholder proposal, if properly presented at the Annual Meeting.
Shareholder Rights and Defenses
Other Against AGAINST
12 funds
Split
1 FOR, 5 AGAINST
ANNALY CAPITAL MANAGEMENT, INC. June 10, 2026 Advisory stockholder proposal to adopt the right to act by written consent.
Shareholder Rights and Defenses
Other Against AGAINST
12 funds
Split
1 FOR, 2 AGAINST
AUTODESK, INC. June 17, 2026 Stockholder proposal requesting amendment to stockholder special meeting right.
Shareholder Rights and Defenses
Other Against AGAINST
12 funds
Split
5 FOR, 3 AGAINST
AVERY DENNISON CORPORATION April 30, 2026 Vote on stockholder proposal for an independent Board Chairman, if properly presented during the meeting.
Corporate Governance
Other Against AGAINST
14 funds
Split
3 FOR, 3 AGAINST
BANK OF AMERICA CORPORATION May 4, 2026 Shareholder proposal requesting independent board chair
Corporate Governance
Other Against AGAINST
14 funds
Split
3 FOR, 8 AGAINST
BLOCK, INC. June 16, 2026 STOCKHOLDER PROPOSAL REGARDING ESTABLISHING A BOARD-LEVEL TECHNOLOGY COMMITTEE, IF PROPERLY PRESENTED AT THE ANNUAL MEETING.
Corporate Governance
Other Against AGAINST
15 funds
Split
1 FOR, 2 AGAINST
BRISTOL-MYERS SQUIBB COMPANY May 5, 2026 Shareholder Proposal on the Adoption of a Board Policy that the Chairperson of the Board be an Independent Director
Corporate Governance
Other Against AGAINST
15 funds
Split
3 FOR, 8 AGAINST
CATERPILLAR INC. June 10, 2026 Shareholder Proposal - Shareholder Right to Act by Written Consent
Shareholder Rights and Defenses
Other Against AGAINST
16 funds
Split
4 FOR, 8 AGAINST
CBOE GLOBAL MARKETS, INC. May 14, 2026 Stockholder proposal regarding shareholder right to act by written consent.
Shareholder Rights and Defenses
Other Against AGAINST
11 funds
Split
1 FOR, 1 AGAINST
CBRE GROUP, INC. May 21, 2026 Stockholder proposal regarding our stockholders' ability to call special stockholder meetings.
Shareholder Rights and Defenses
Other Against AGAINST
16 funds
Split
4 FOR, 5 AGAINST
CDW CORPORATION May 21, 2026 To consider and act upon the stockholder proposal, if properly presented at the meeting, regarding independent Board chair requirements.
Corporate Governance
Other Against AGAINST
14 funds
Split
2 FOR, 2 AGAINST
CHURCH & DWIGHT CO., INC. May 1, 2026 Stockholder Proposal - Permit Stockholder Action by Written Consent.
Shareholder Rights and Defenses
Other Against AGAINST
13 funds
Split
3 FOR, 2 AGAINST
CMS ENERGY CORPORATION May 8, 2026 Vote on a Shareholder Proposal: Shareholder Right to Act by Written Consent.
Shareholder Rights and Defenses
Other Against AGAINST
13 funds
Split
3 FOR, 2 AGAINST
COGNIZANT TECHNOLOGY SOLUTIONS CORP. June 2, 2026 Shareholder proposal to adopt shareholder right to act by written consent, if properly presented at the meeting.
Shareholder Rights and Defenses
Other Against AGAINST
13 funds
Split
3 FOR, 7 AGAINST
COLGATE-PALMOLIVE COMPANY May 8, 2026 Stockholder proposal entitled "Independent Board Chairman."
Corporate Governance
Other Against AGAINST
13 funds
Split
4 FOR, 6 AGAINST
COMCAST CORPORATION June 10, 2026 Adopt policy to have an independent chair
Corporate Governance
Other Against AGAINST
14 funds
Split
2 FOR, 9 AGAINST
CONOCOPHILLIPS May 12, 2026 Stockholder Proposal - Independent Board Chairman.
Corporate Governance
Other Against AGAINST
13 funds
Split
1 FOR, 5 AGAINST
CROWN HOLDINGS, INC. April 30, 2026 Consideration of a Shareholder proposal regarding Shareholder right to act by written consent.
Shareholder Rights and Defenses
Other Against AGAINST
12 funds
Split
1 FOR, 3 AGAINST
CUMMINS INC. May 12, 2026 Shareholder proposal to adopt a policy for separation of the roles of Chairperson and Chief Executive Officer.
Corporate Governance
Other Against AGAINST
13 funds
Split
3 FOR, 3 AGAINST
CVS HEALTH CORPORATION May 14, 2026 Stockholder Proposal for Reducing the Threshold for Our Stockholder Right to Act By Written Consent.
Shareholder Rights and Defenses
Other Against AGAINST
14 funds
Split
2 FOR, 3 AGAINST
DELTA AIR LINES, INC. June 18, 2026 A shareholder proposal requesting the ability for shareholders to act by written consent.
Shareholder Rights and Defenses
Other Not determined AGAINST
13 funds
Split
1 FOR, 2 AGAINST
DOLLAR GENERAL CORPORATION May 28, 2026 To vote on a shareholder proposal asking the Board to take the steps necessary to reduce the minimum ownership percentage required to call a special shareholders' meeting from 25% to 10%.
Shareholder Rights and Defenses
Other Against AGAINST
13 funds
Split
2 FOR, 2 AGAINST
DOMINION ENERGY, INC. May 5, 2026 Shareholder Proposal Regarding a Policy for an Independent Chair
Corporate Governance
Other Against AGAINST
12 funds
Split
1 FOR, 5 AGAINST
DOMINO'S PIZZA, INC. April 21, 2026 Shareholder proposal regarding an independent board chair requirement.
Corporate Governance
Other Against AGAINST
14 funds
Split
2 FOR, 4 AGAINST
DOVER CORPORATION May 8, 2026 To consider a shareholder proposal requesting an independent board chair.
Corporate Governance
Other Against AGAINST
13 funds
Split
1 FOR, 3 AGAINST
EBAY INC. June 17, 2026 Special stockholder meeting threshold, if properly presented.
Shareholder Rights and Defenses
Other Against AGAINST
13 funds
Split
5 FOR, 8 AGAINST
ECOLAB INC. May 7, 2026 Vote on a stockholder proposal regarding an independent board chair policy, if properly presented at the meeting.
Corporate Governance
Other Against AGAINST
13 funds
Split
4 FOR, 2 AGAINST
ELI LILLY AND COMPANY May 4, 2026 Shareholder proposal to adopt a policy and amend the bylaws to require an independent board chair.
Corporate Governance
Other Against AGAINST
15 funds
Split
5 FOR, 8 AGAINST
ENTEGRIS, INC. May 6, 2026 To approve, on an advisory basis, providing stockholders the right to call special meetings of stockholders.
Shareholder Rights and Defenses
Other For FOR
13 funds
Split
2 FOR, 2 AGAINST
EQUINIX, LLC May 13, 2026 Consideration and vote upon a stockholder proposal, if properly presented at the Annual Meeting, related to lowering the stock ownership threshold required to call a special meeting
Shareholder Rights and Defenses
Other Against AGAINST
15 funds
Split
4 FOR, 7 AGAINST
EVERSOURCE ENERGY May 6, 2026 Vote on a shareholder proposal titled "Independent Board Chairman," if properly brought before the meeting.
Corporate Governance
Other Against AGAINST
14 funds
Split
4 FOR, 3 AGAINST
FEDEX CORPORATION September 29, 2025 Stockholder proposal regarding independent board chairman.
Corporate Governance
Other Against AGAINST
12 funds
Split
1 FOR, 2 AGAINST
FIRST SOLAR, INC. May 13, 2026 Stockholder proposal to improve shareholder ability to call for a special shareholder meeting
Shareholder Rights and Defenses
Other Against AGAINST
13 funds
Split
2 FOR, 3 AGAINST
FISERV, INC. May 21, 2026 Shareholder proposal requesting an independent board chair policy.
Corporate Governance
Other Against AGAINST
14 funds
Split
2 FOR, 4 AGAINST
GENERAL MILLS, INC. September 30, 2025 Shareholder Proposal - Adopt Policy to Separate the Board Chair and CEO Roles.
Corporate Governance
Other Against AGAINST
14 funds
Split
4 FOR, 6 AGAINST
GILEAD SCIENCES, INC. April 30, 2026 To vote on a stockholder proposal requesting an independent Board Chair policy, if properly presented at the Annual Meeting.
Corporate Governance
Other Against AGAINST
14 funds
Split
3 FOR, 9 AGAINST
GLOBAL PAYMENTS INC. April 30, 2026 Shareholder proposal regarding shareholder right to act by written consent.
Shareholder Rights and Defenses
Other Against AGAINST
13 funds
Split
2 FOR, 4 AGAINST
HP INC. April 16, 2026 Stockholder proposal requesting that HP's board adopt a policy and amend its governance documents to require an independent Chairman of the Board, if properly presented at the annual meeting.
Corporate Governance
Other Against AGAINST
13 funds
Split
5 FOR, 3 AGAINST
HUMANA INC. April 16, 2026 The stockholder proposal requesting shareholder approval requirement for excessive golden parachutes, if properly presented at the meeting.
Compensation
Other Against AGAINST
13 funds
Split
1 FOR, 2 ABSTAIN
INTEL CORPORATION May 13, 2026 Stockholder proposal requesting an enduring policy separating the Chair and CEO roles.
Corporate Governance
Other Against AGAINST
12 funds
Split
4 FOR, 2 AGAINST
INTERCONTINENTAL EXCHANGE, INC. May 15, 2026 A stockholder proposal regarding independent board chairman, if properly presented at the Annual Meeting.
Corporate Governance
Other Against AGAINST
12 funds
Split
3 FOR, 2 AGAINST
INTERNATIONAL BUSINESS MACHINES CORP. April 28, 2026 Stockholder Proposal Requesting a Right to Act by Written Consent
Shareholder Rights and Defenses
Other Against AGAINST
14 funds
Split
5 FOR, 6 AGAINST
IQVIA HOLDINGS INC. April 23, 2026 If properly presented, a stockholder proposal concerning separate Chairman and Chief Executive Officer roles.
Corporate Governance
Other Against AGAINST
14 funds
Split
3 FOR, 4 AGAINST
JABIL INC. January 22, 2026 Vote on a stockholder proposal requesting stockholder right to act by written consent.
Shareholder Rights and Defenses
Other Against AGAINST
14 funds
Split
1 FOR, 4 AGAINST
JOHNSON & JOHNSON April 23, 2026 Independent Board Chair
Corporate Governance
Other Against AGAINST
15 funds
Split
5 FOR, 9 AGAINST
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

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← All 20 managers, 2025-2026

How items are matched and positions counted: see the comparison table and the methodology. Built October 13, 2026 from SEC Form N-PX filings.