Home › Asset managers › Compare 2025-2026 › Charles Schwab vs TIAA
Charles Schwab 2025-2026 · TIAA 2025-2026 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 15,014 | 13,698 | 1,316 | 0 | 91.2% | 91.2% |
| Board proposals | 14,055 | 12,852 | 1,203 | 0 | 91.4% | 91.4% |
| E&S shareholder proposals | 155 | 118 | 37 | 0 | 76.1% | 76.1% |
| Other items | 804 | 728 | 76 | 0 | 90.5% | 90.5% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
1,203 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 | TIAA |
|---|---|---|---|---|---|---|
| Triumph Financial, Inc. | April 23, 2026 | Election of Directors: Charles A. Anderson Director Elections |
Board | For | AGAINST 7 funds |
FOR 4 funds |
| Tronox Holdings Plc | April 28, 2026 | Election of Directors: Ginger Jones Director Elections |
Board | For | FOR 7 funds |
AGAINST 4 funds |
| Tronox Holdings Plc | April 28, 2026 | Election of Directors: Sipho Nkosi Director Elections |
Board | For | FOR 7 funds |
AGAINST 4 funds |
| Tutor Perini Corporation | May 20, 2026 | Election of Directors: Jigisha Desai Director Elections |
Board | For | FOR 8 funds |
AGAINST 8 funds |
| Tyson Foods, Inc. | February 5, 2026 | Election of Directors: Barbara A. Tyson Director Elections |
Board | For | FOR 13 funds |
AGAINST 6 funds |
| Tyson Foods, Inc. | February 5, 2026 | Election of Directors: John H. Tyson Director Elections |
Board | For | FOR 13 funds |
AGAINST 6 funds |
| Tyson Foods, Inc. | February 5, 2026 | Election of Directors: John R. Tyson Director Elections |
Board | For | FOR 13 funds |
AGAINST 6 funds |
| Tyson Foods, Inc. | February 5, 2026 | Election of Directors: Olivia L. Tyson Director Elections |
Board | For | FOR 13 funds |
AGAINST 6 funds |
| UGI CORPORATION | January 30, 2026 | An advisory vote to approve the Fiscal 2025 compensation of the Company's named executive officers ("say-on-pay" vote). Say-on-Pay |
Board | For | FOR 13 funds |
AGAINST 5 funds |
| ULTRA CLEAN HOLDINGS, INC. | May 22, 2026 | Approval of an amendment and restatement of our stock incentive plan. Compensation |
Board | For | FOR 8 funds |
AGAINST 4 funds |
| ULTRAGENYX PHARMACEUTICAL INC. | May 14, 2026 | Approval of the Third Amended and Restated 2023 Incentive Plan. Compensation |
Board | For | FOR 4 funds |
AGAINST 6 funds |
| UNIFIRST CORPORATION | June 11, 2026 | To approve, by an advisory (non-binding) vote, certain compensation that may be paid or become payable to UniFirst named executed officers that is based on or otherwise relates to the transactions contemplated by the merger agreement (the ''UniFirst compensation proposal''). Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 7 funds |
| UNISYS CORPORATION | April 30, 2026 | Approve the amendment to the Unisys Corporation 2024 Long-Term Incentive and Equity Compensation Plan. Compensation |
Board | For | FOR 7 funds |
AGAINST 4 funds |
| UNITED BANKSHARES, INC. | May 13, 2026 | To approve, on an advisory basis, the compensation of United's named executive officers. Say-on-Pay |
Board | For | FOR 10 funds |
AGAINST 9 funds |
| UNITED COMMUNITY BANKS, INC. | May 13, 2026 | To approve, on an advisory basis, the compensation of our Named Executive Officers. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 6 funds |
| UNITED PARKS & RESORTS INC. | September 3, 2025 | To grant the Board of Directors of United Parks & Resorts Inc. (the "Company") the authority to approve and implement additional repurchases of shares of the Company's common stock, subject to the qualification that the Company will not repurchase additional shares if Hill Path Capital LP's ("Hill Path") common stock ownership interest percentage would, as a result of any such repurchase, equal or exceed 70% (excluding Hill Path's and its affiliates' non-voting derivative positions). Capital Structure |
Board | For | FOR 7 funds |
AGAINST 4 funds |
| UNITED STATES ANTIMONY CORPORATION | June 12, 2026 | To approve an amendment to the Certificate of Formation to increase the number of shares authorized for issuance by the Company; and Capital Structure |
Board | For | AGAINST 2 funds |
FOR 4 funds |
| UNITEDHEALTH GROUP INCORPORATED | June 1, 2026 | Advisory approval of the Company's executive compensation. Say-on-Pay |
Board | For | AGAINST 17 funds |
FOR 11 funds |
| UNITY BANCORP, INC. | April 23, 2026 | Election of Directors: Robert H. Dallas Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 2 funds |
| UNITY SOFTWARE INC. | May 13, 2026 | To approve, on an advisory basis, the compensation of the Company's named executive officers, as disclosed in the accompanying proxy statement. Say-on-Pay |
Board | For | FOR 14 funds |
AGAINST 8 funds |
| UNIVERSAL DISPLAY CORPORATION | June 18, 2026 | Advisory resolution to approve the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 13 funds |
AGAINST 5 funds |
| UNIVERSAL HEALTH SERVICES, INC. | May 20, 2026 | Election of Director: Nina Chen-Langenmayr Director Elections |
Board | For | FOR 14 funds |
WITHHOLD 7 funds |
| UROGEN PHARMA LTD | August 26, 2025 | To approve amendments to the Company's 2024 non-employee director and officer compensation policy to, among other things, increase the equity compensation payable to our executive officers and non-employee directors. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 4 funds |
| USA RARE EARTH, INC. | June 3, 2026 | Election of Directors: Carolyn Trabuco Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 5 funds |
| USA RARE EARTH, INC. | June 3, 2026 | Election of Directors: Michael Blitzer Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 5 funds |
| USCB FINANCIAL HOLDINGS INC | May 26, 2026 | Election of Directors: NOMINEES for a one-year term expiring in 2027: Howard P. Feinglass Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 2 funds |
| USCB Financial Holdings, Inc. | May 26, 2026 | Election of Directors: NOMINEES for a one-year term expiring in 2027: Ramon Abadin Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 2 funds |
| UWM HOLDINGS CORPORATION | June 3, 2026 | To approve, on an advisory basis, the compensation of our named executive officers Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 6 funds |
| Uber Technologies, Inc. | May 4, 2026 | Election of Directors: Nikesh Arora Director Elections |
Board | For | AGAINST 13 funds |
FOR 11 funds |
| Ubiquiti Inc. | December 4, 2025 | Election of a Director: Ronald A. Sege Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 6 funds |
| Unisys Corporation | April 30, 2026 | Election of Directors: Matthew J. Desch Director Elections |
Board | For | AGAINST 7 funds |
FOR 4 funds |
| United Parks & Resorts Inc. | June 16, 2026 | Election of the ten director nominees: James Chambers Director Elections |
Board | For | FOR 7 funds |
AGAINST 4 funds |
| United Parks & Resorts Inc. | June 16, 2026 | Election of the ten director nominees: Scott Ross Director Elections |
Board | For | FOR 7 funds |
AGAINST 4 funds |
| United Therapeutics Corporation | June 26, 2026 | Election of Directors: Christopher Causey Director Elections |
Board | For | FOR 13 funds |
AGAINST 7 funds |
| Uniti Group Inc. | May 21, 2026 | Election of Directors: Mary McLaughlin Director Elections |
Board | For | FOR 8 funds |
AGAINST 4 funds |
| Universal Insurance Holdings, Inc. | June 11, 2026 | Election of twelve directors: Scott P. Callahan Director Elections |
Board | For | FOR 5 funds |
AGAINST 6 funds |
| VALHI, INC. | May 21, 2026 | Election of Directors: Gina A. Norris Director Elections |
Board | For | FOR 3 funds |
WITHHOLD 2 funds |
| VALHI, INC. | May 21, 2026 | Election of Directors: Loretta J. Feehan Director Elections |
Board | For | FOR 3 funds |
WITHHOLD 2 funds |
| VALHI, INC. | May 21, 2026 | Election of Directors: Mary A. Tidlund Director Elections |
Board | For | FOR 3 funds |
WITHHOLD 2 funds |
| VALHI, INC. | May 21, 2026 | Election of Directors: Michael S. Simmons Director Elections |
Board | For | FOR 3 funds |
WITHHOLD 2 funds |
| VALLEY NATIONAL BANCORP | May 18, 2026 | An advisory, non-binding vote to approve the compensation of Valley's named executive officers. Say-on-Pay |
Board | For | FOR 13 funds |
AGAINST 6 funds |
| VERACYTE, INC. | June 10, 2026 | The approval of an amendment to our Veracyte, Inc. 2023 Equity Incentive Plan. Compensation |
Board | For | FOR 6 funds |
AGAINST 4 funds |
| 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 |
| VERITEX HOLDINGS, INC. | September 22, 2025 | To approve, on an advisory (non-binding) basis, the merger-related named executive officer compensation that will or may be paid to Veritex's named executive officers in connection with the merger (the "Veritex compensation proposal"). Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 8 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 5 funds |
| VIPER ENERGY, INC. | May 19, 2026 | Election of Directors: Frank C. Hu Director Elections |
Board | For | FOR 7 funds |
AGAINST 4 funds |
| VIPER ENERGY, INC. | May 19, 2026 | Election of Directors: Laurie H. Argo Director Elections |
Board | For | FOR 7 funds |
AGAINST 4 funds |
| VIPER ENERGY, INC. | May 19, 2026 | Election of Directors: Spencer D. Armour III Director Elections |
Board | For | FOR 7 funds |
AGAINST 4 funds |
| VIPER ENERGY, INC. | May 19, 2026 | Election of Directors: W. Wesley Perry Director Elections |
Board | For | FOR 7 funds |
AGAINST 4 funds |
| VIPER ENERGY, INC. | May 19, 2026 | The approval, on an advisory basis, of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 4 funds |
| VIRTUS INVESTMENT PARTNERS, INC. | May 20, 2026 | Election of Directors: Peter L. Bain Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 6 funds |
| VISTEON CORPORATION | June 11, 2026 | Provide advisory approval of the Company's executive compensation. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 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 4 funds |
| VORNADO REALTY TRUST | May 21, 2026 | Approval of the Company's 2026 Omnibus Share Plan. Compensation |
Board | For | FOR 16 funds |
AGAINST 4 funds |
| VUZIX CORPORATION | June 16, 2026 | To conduct a non-binding advisory vote for the approval of the compensation disclosed in the Proxy Statement of the Company's executive officers who are named in the Proxy Statement Summary Compensation Table. Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 2 funds |
| Velocity Financial, Inc. | May 21, 2026 | Election of Directors: John A. Pless Director Elections |
Board | For | AGAINST 4 funds |
FOR 3 funds |
| Vitesse Energy, Inc. | June 5, 2026 | Election of Directors: Joseph S. Steinberg Director Elections |
Board | For | AGAINST 4 funds |
FOR 4 funds |
| 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 4 funds |
| W&T Offshore, Inc. | June 3, 2026 | Election of Directors: Mr. Daniel O. Conwill, IV Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 4 funds |
| W&T Offshore, Inc. | June 3, 2026 | Election of Directors: Ms. Virginia Boulet Director Elections |
Board | For | FOR 5 funds |
WITHHOLD 4 funds |
| WABASH NATIONAL CORPORATION | May 13, 2026 | To approve, on an advisory basis, the compensation of our named executive officers; and Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 4 funds |
| WAFD, INC. | February 3, 2026 | ADVISORY VOTE ON THE COMPENSATION OF WAFD, INC.'S NAMED EXECUTIVE OFFICERS. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 5 funds |
| WALKER & DUNLOP, INC. | May 19, 2026 | Advisory resolution to approve executive compensation Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 4 funds |
| WEATHERFORD INTERNATIONAL PLC | June 11, 2026 | To approve, on a non-binding advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 7 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 |
| WERNER ENTERPRISES, INC. | May 12, 2026 | To approve an advisory resolution on executive compensation. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 3 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 1 fund |
| WEX INC. | May 14, 2026 | To approve on an advisory (non-binding) basis the compensation of our Named Executive Officers. Say-on-Pay |
Board | Contested | FOR 14 funds |
AGAINST 7 funds |
| WIDEOPENWEST, INC. | December 3, 2025 | To approve on a non-binding, advisory basis, the compensation that will or may become payable by the Company to its named executive officers in connection with the Merger. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 4 funds |
| 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 7 funds |
| WILLIAMS-SONOMA, INC. | June 18, 2026 | Election of directors: William Ready Director Elections |
Board | For | AGAINST 14 funds |
FOR 12 funds |
| WILLIS LEASE FINANCE CORPORATION | June 23, 2026 | Cast an advisory vote to approve the compensation of the Company's named executive officers as disclosed in the Proxy Statement. Say-on-Pay |
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 3 funds |
| WILLSCOT HOLDINGS CORPORATION | June 5, 2026 | To approve, on an advisory and non-binding basis, the compensation of the named executive officers of WillScot Holdings Corporation. Say-on-Pay |
Board | For | FOR 11 funds |
AGAINST 7 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 9 funds |
| WORKHORSE GROUP INC. | November 25, 2025 | The Say-on-Pay Proposal: Approve, on an advisory basis, the compensation of Workhorse's named executive officers. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| WORKIVA INC. | May 28, 2026 | Approval of the Amendment and Restatement of the Workiva Inc. 2014 Equity Incentive Plan to increase the number of shares that may be issued under the Plan. Compensation |
Board | For | FOR 4 funds |
AGAINST 6 funds |
| WORKIVA INC. | May 28, 2026 | Approval, on an advisory basis, of the compensation of Workiva's named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 7 funds |
| WORKIVA INC. | May 28, 2026 | Election of Directors: Michael M. Crow, Ph.D. Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 6 funds |
| WORLD ACCEPTANCE CORPORATION | August 20, 2025 | APPROVE THE WORLD ACCEPTANCE CORPORATION 2025 STOCK INCENTIVE PLAN. Compensation |
Board | For | FOR 8 funds |
AGAINST 4 funds |
| Weatherford International plc | June 11, 2026 | Election of Directors: Benjamin C. Duster, IV Director Elections |
Board | For | FOR 8 funds |
AGAINST 6 funds |
| Weatherford International plc | June 11, 2026 | Election of Directors: Jacqueline C. Mutschler Director Elections |
Board | For | FOR 8 funds |
AGAINST 6 funds |
| Weatherford International plc | June 11, 2026 | Election of Directors: Neal P. Goldman Director Elections |
Board | For | FOR 8 funds |
AGAINST 6 funds |
| Welltower Inc. | May 21, 2026 | Election of Directors: Ade J. Patton Director Elections |
Board | For | AGAINST 15 funds |
FOR 13 funds |
| Welltower Inc. | May 21, 2026 | Election of Directors: Johnese M. Spisso Director Elections |
Board | For | AGAINST 15 funds |
FOR 13 funds |
| Welltower Inc. | May 21, 2026 | Election of Directors: Kathryn M. Sullivan Director Elections |
Board | For | AGAINST 15 funds |
FOR 13 funds |
| Welltower Inc. | May 21, 2026 | Election of Directors: Sergio D. Rivera Director Elections |
Board | For | AGAINST 15 funds |
FOR 13 funds |
| Winnebago Industries, Inc. | December 16, 2025 | Elect three Class II directors to hold office for a three-year term: John M. Murabito Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 4 funds |
| Workday, Inc. | June 16, 2026 | Election of Class II Directors: George J. Still, Jr. Director Elections |
Board | For | AGAINST 14 funds |
FOR 9 funds |
| XCF GLOBAL, INC. | March 6, 2026 | To approve the potential issuance of 19.99% or more of the Company's issued and outstanding Common Stock as of January 26, 2026 pursuant to the private placement offering of shares of Common Stock to a single investor in accordance with Nasdaq Listing Rules 5635(d) and 5635(b) Capital Structure |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| 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 an amendment to the Xerox Holdings Corporation 2024 Equity and Performance Incentive Plan to increase the share reserve. Compensation |
Board | For | FOR 7 funds |
AGAINST 4 funds |
| XOMA ROYALTY CORP. | May 21, 2026 | Approval of an amendment and restatement of the 2010 Long Term Incentive and Stock Award Plan. Compensation |
Board | For | FOR 2 funds |
AGAINST 2 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 4 funds |
| Yext, Inc. | June 10, 2026 | Election of Class III Directors: Andrew Sheehan Director Elections |
Board | For | FOR 4 funds |
AGAINST 4 funds |
| ZETA GLOBAL HOLDINGS CORP. | June 16, 2026 | Election of Directors: William Landman Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 7 funds |
| ZOOMINFO TECHNOLOGIES INC. | May 14, 2026 | To approve, on an advisory, non-binding basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 4 funds |
| agilon health, inc. | June 2, 2026 | Election of Class II Directors: Karen McLoughlin Director Elections |
Board | For | FOR 7 funds |
AGAINST 4 funds |
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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.