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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

1,173 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
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
ADOBE INC. April 15, 2026 Stockholder Proposal Regarding Board Matrix.
Corporate Governance
Shareholder (E&S) Against AGAINST
12 funds
Split
5 FOR, 5 AGAINST
ADOBE INC. April 15, 2026 Stockholder Proposal Regarding Retirement Plan Climate Risk.
Environment or Climate
Shareholder (E&S) Against AGAINST
12 funds
Split
5 FOR, 5 AGAINST
ALBERTSONS COMPANIES, INC. August 7, 2025 Stockholder Proposal for a Report on Human Rights Policy and Human Rights Due Diligence.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against AGAINST
12 funds
Split
1 FOR, 3 AGAINST
ALBERTSONS COMPANIES, INC. August 7, 2025 Stockholder Proposal for a Report on Risks of State Policies on Reproductive Health Care.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against AGAINST
12 funds
Split
1 FOR, 3 AGAINST
ALPHABET INC. June 5, 2026 Shareholder proposal regarding AI Board oversight
Corporate Governance
Shareholder (E&S) Against AGAINST
16 funds
Split
3 FOR, 10 AGAINST
ALPHABET INC. June 5, 2026 Shareholder proposal regarding a report on AI-generated misinformation
Corporate Governance
Shareholder (E&S) Against AGAINST
16 funds
Split
3 FOR, 10 AGAINST
ALPHABET INC. June 5, 2026 Shareholder proposal regarding a report on data privacy
Corporate Governance
Shareholder (E&S) Against AGAINST
16 funds
Split
3 FOR, 10 AGAINST
ALPHABET INC. June 5, 2026 Shareholder proposal regarding an enhanced disclosure on climate goals
Environment or Climate
Shareholder (E&S) Against AGAINST
16 funds
Split
3 FOR, 10 AGAINST
AMAZON.COM, INC. May 20, 2026 SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON IMPACT OF DATA CENTERS ON CLIMATE COMMITMENTS
Environment or Climate
Shareholder (E&S) Against AGAINST
15 funds
Split
3 FOR, 7 AGAINST
ARCHER-DANIELS-MIDLAND COMPANY May 7, 2026 Stockholder Proposal Regarding Issuance of a Report on Pesticide Use Data Reporting in Regenerative Agriculture Program Disclosures.
Other Social Issues
Shareholder (E&S) Against AGAINST
14 funds
Split
1 FOR, 6 AGAINST
BANK OF AMERICA CORPORATION May 4, 2026 Shareholder proposal requesting report on board oversight of risks related to animal welfare
Other Social Issues
Shareholder (E&S) Against AGAINST
14 funds
Split
3 FOR, 8 AGAINST
BERKSHIRE HATHAWAY INC. May 2, 2026 Shareholder proposal requesting that the Company issue a report disclosing the Board's oversight framework for workforce and human-capital management across its operating subsidiaries.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against AGAINST
12 funds
Split
4 FOR, 7 AGAINST
BOOKING HOLDINGS INC. June 2, 2026 Non-binding stockholder vote on a stockholder resolution regarding business operations in illegal settlements.
Other Social Issues
Shareholder (E&S) Against AGAINST
16 funds
Split
5 FOR, 7 AGAINST
DARDEN RESTAURANTS, INC. September 17, 2025 To vote on a shareholder proposal requesting the Company disclose measurable targets for reducing greenhouse gas emissions.
Environment or Climate
Shareholder (E&S) Against AGAINST
15 funds
Split
1 FOR, 2 AGAINST
DIGITAL REALTY TRUST, INC. May 29, 2026 A stockholder proposal regarding enhanced water risk disclosure, if properly presented.
Environment or Climate
Shareholder (E&S) Against AGAINST
16 funds
Split
2 FOR, 6 AGAINST
ELEVANCE HEALTH, INC. May 13, 2026 Shareholder Proposal Requesting an Independent Study on the Impact of Prohibiting Corporate Contributions to Partisan 527 Tax-Exempt Political Groups.
Other Social Issues
Shareholder (E&S) Against AGAINST
14 funds
Split
4 FOR, 2 AGAINST
ELI LILLY AND COMPANY May 4, 2026 Shareholder proposal to prepare an annual lobbying report.
Other Social Issues
Shareholder (E&S) Against AGAINST
15 funds
Split
5 FOR, 8 AGAINST
GE AEROSPACE May 5, 2026 Shareholder Proposal Requesting Report on Defense-Related Products
Human Rights or Human Capital/workforce
Shareholder (E&S) Against AGAINST
13 funds
Split
1 FOR, 7 AGAINST
GENERAL MOTORS COMPANY June 2, 2026 Shareholder Proposal Requesting a Report on Human Rights Standards for Indigenous Peoples
Human Rights or Human Capital/workforce
Shareholder (E&S) Against AGAINST
12 funds
Split
2 FOR, 4 AGAINST
HCA HEALTHCARE, INC. April 23, 2026 Stockholder proposal, if properly presented at the meeting, regarding a report on healthcare consequences.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against AGAINST
14 funds
Split
1 FOR, 5 AGAINST
INTEL CORPORATION May 13, 2026 Stockholder proposal requesting a report on Intel's human rights due diligence process.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against AGAINST
12 funds
Split
4 FOR, 2 AGAINST
INTEL CORPORATION May 13, 2026 Stockholder proposal requesting a report on risk of China exposure.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against AGAINST
12 funds
Split
2 FOR, 4 AGAINST
JPMORGAN CHASE & CO. May 19, 2026 Lobbying alignment
Other Social Issues
Shareholder (E&S) Against AGAINST
14 funds
Split
4 FOR, 9 AGAINST
LOWE'S COMPANIES, INC. May 29, 2026 Shareholder Proposal requesting a report describing how the Company could disclose its plastic packaging footprint.
Environment or Climate
Shareholder (E&S) Against AGAINST
12 funds
Split
4 FOR, 3 AGAINST
LOWE'S COMPANIES, INC. May 29, 2026 Shareholder Proposal requesting a report on risks of sharing customer data with third parties.
Other Social Issues
Shareholder (E&S) Against AGAINST
12 funds
Split
4 FOR, 3 AGAINST
MERCK & CO., INC. May 26, 2026 Shareholder proposal regarding a report on political contributions.
Other Social Issues
Shareholder (E&S) Against AGAINST
15 funds
Split
5 FOR, 9 AGAINST
META PLATFORMS, INC. May 27, 2026 A shareholder proposal regarding report on addressing antisemitism and hate in online platforms.
Corporate Governance
Shareholder (E&S) Against AGAINST
15 funds
Split
2 FOR, 8 AGAINST
META PLATFORMS, INC. May 27, 2026 A shareholder proposal regarding report on human rights due diligence.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against AGAINST
15 funds
Split
2 FOR, 8 AGAINST
PEPSICO, INC. May 6, 2026 Shareholder Proposal - Report Evaluating the Treatment of Animals within Supply Chain.
Other Social Issues
Shareholder (E&S) Against AGAINST
14 funds
Split
3 FOR, 5 AGAINST
PEPSICO, INC. May 6, 2026 Shareholder Proposal - Report on Human Rights Oversight.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against AGAINST
14 funds
Split
3 FOR, 5 AGAINST
QUALCOMM INCORPORATED March 17, 2026 Stockholder proposal entitled "Report on Risk of China Exposure."
Human Rights or Human Capital/workforce
Shareholder (E&S) Against AGAINST
13 funds
Split
8 FOR, 3 AGAINST
TARGET CORPORATION June 10, 2026 Shareholder proposal requesting a report on reducing plastic microfiber shedding.
Environment or Climate
Shareholder (E&S) Against AGAINST
13 funds
Split
3 FOR, 5 AGAINST
TESLA, INC. November 6, 2025 A shareholder proposal requesting a child labor audit.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against AGAINST
13 funds
Split
4 FOR, 5 AGAINST
THE COCA-COLA COMPANY April 29, 2026 Vote on a shareowner proposal requesting a report on risks related to ingredients
Other Social Issues
Shareholder (E&S) Against AGAINST
15 funds
Split
3 FOR, 5 AGAINST
THE COCA-COLA COMPANY April 29, 2026 Vote on a shareowner proposal requesting a report on the extent of the Company's diversity, equity and inclusion efforts
Human Rights or Human Capital/workforce
Shareholder (E&S) Against AGAINST
15 funds
Split
3 FOR, 5 AGAINST
THE GOLDMAN SACHS GROUP, INC. April 29, 2026 Shareholder Proposal Regarding Lobbying Disclosure
Other Social Issues
Shareholder (E&S) Against AGAINST
13 funds
Split
3 FOR, 5 AGAINST
THE HOME DEPOT, INC. May 21, 2026 Shareholder Proposal Regarding Biodiversity Impact and Dependency Assessment
Environment or Climate
Shareholder (E&S) Against AGAINST
16 funds
Split
4 FOR, 9 AGAINST
THE HOME DEPOT, INC. May 21, 2026 Shareholder Proposal Regarding Report on Customer Data Privacy Risks
Other Social Issues
Shareholder (E&S) Against AGAINST
16 funds
Split
4 FOR, 9 AGAINST
THE HOME DEPOT, INC. May 21, 2026 Shareholder Proposal Regarding Report on Packaging Policies for Plastics
Environment or Climate
Shareholder (E&S) Against AGAINST
16 funds
Split
4 FOR, 9 AGAINST
THE KROGER CO. June 25, 2026 Report on GHG emissions reductions.
Environment or Climate
Shareholder (E&S) Against AGAINST
13 funds
Split
3 FOR, 6 AGAINST
THE PROCTER & GAMBLE COMPANY October 14, 2025 Shareholder Proposal Requesting Additional Reporting on Plastic Packaging
Environment or Climate
Shareholder (E&S) Against AGAINST
14 funds
Split
5 FOR, 9 AGAINST
THE TRAVELERS COMPANIES, INC. May 20, 2026 Shareholder proposal relating to a report on climate-related pricing and coverage decisions, if presented at the Annual Meeting of Shareholders.
Environment or Climate
Shareholder (E&S) Against AGAINST
12 funds
Split
3 FOR, 3 AGAINST
TYSON FOODS, INC. February 5, 2026 Shareholder proposal regarding report on environmental and human health impacts from waste lagoons.
Environment or Climate
Shareholder (E&S) Against AGAINST
13 funds
Split
1 FOR, 4 AGAINST
UNITED PARCEL SERVICE, INC. May 7, 2026 To require UPS to engage a third-party to audit and prepare an additional report on the impacts of UPS operations affecting BIPOC and low income communities.
Environment or Climate
Shareholder (E&S) Against AGAINST
13 funds
Split
3 FOR, 6 AGAINST
UNITED PARCEL SERVICE, INC. May 7, 2026 To require UPS to provide an additional report describing the alignment of its operations and investments with its carbon neutrality goals.
Environment or Climate
Shareholder (E&S) Against AGAINST
13 funds
Split
3 FOR, 6 AGAINST
VISA INC. January 27, 2026 Shareholder proposal on report on online sexual exploitation.
Corporate Governance
Shareholder (E&S) Against AGAINST
15 funds
Split
4 FOR, 7 AGAINST
WALMART INC. June 4, 2026 Report on Immigration Policy & Enforcement
Corporate Governance
Shareholder (E&S) Against AGAINST
16 funds
Split
4 AGAINST, 5 ABSTAIN
WALMART INC. June 4, 2026 Report on Workplace Health and Safety Governance
Human Rights or Human Capital/workforce
Shareholder (E&S) Against AGAINST
16 funds
Split
4 FOR, 5 ABSTAIN
WELLS FARGO & COMPANY April 28, 2026 Shareholder Proposal - Report on High-Carbon Financing Litigation Risks.
Environment or Climate
Shareholder (E&S) Against AGAINST
12 funds
Split
2 FOR, 5 AGAINST
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

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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 18, 2026 from SEC Form N-PX filings.