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 |
|---|---|---|---|---|---|---|
| KURA ONCOLOGY, INC. | June 4, 2026 | Election of three Class III directors for three-year terms: Diane Parks Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 4 funds |
| KURA ONCOLOGY, INC. | June 4, 2026 | Election of three Class III directors for three-year terms: Mary T. Szela Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 4 funds |
| Kaltura, Inc. | June 24, 2026 | Election of Directors: Richard Levandov Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 3 funds |
| Kosmos Energy Ltd. | May 28, 2026 | Elect Class I Directors to 3-year term: Maria Moraeus Hanssen Director Elections |
Board | For | FOR 7 funds |
AGAINST 5 funds |
| Kura Sushi USA, Inc. | January 21, 2026 | Election of Directors: Carin L. Stutz Director Elections |
Board | For | AGAINST 4 funds |
FOR 4 funds |
| Kura Sushi USA, Inc. | January 21, 2026 | Election of Directors: Shintaro Asako Director Elections |
Board | For | FOR 4 funds |
AGAINST 4 funds |
| LAKELAND FINANCIAL CORPORATION | April 14, 2026 | APPROVAL, by non-binding vote, of the Company's compensation of certain executive officers. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 6 funds |
| LAKELAND INDUSTRIES, INC. | June 16, 2026 | Approve the Lakeland Industries, Inc. 2026 Equity Incentive Plan. Compensation |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| LAMAR ADVERTISING COMPANY | May 14, 2026 | Approval of an amendment and restatement of the Company's 2019 Employee Stock Purchase Plan. Compensation |
Board | For | AGAINST 16 funds |
FOR 8 funds |
| LANZATECH GLOBAL, INC. | July 28, 2025 | To approve an amendment to the Certificate of Incorporation to decrease the par value of the Common Stock from $0.0001 to $0.000001 (the ''Par Value Proposal''). Capital Structure |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| LEAR CORPORATION | May 14, 2026 | Approve, in a non-binding advisory vote, Lear Corporation's executive compensation. Say-on-Pay |
Board | For | FOR 12 funds |
AGAINST 6 funds |
| LEGGETT & PLATT, INCORPORATED | May 21, 2026 | Election of directors: Joseph W. McClanathan Director Elections |
Board | For | FOR 7 funds |
AGAINST 4 funds |
| LIBERTY GLOBAL LTD | June 23, 2026 | To approve, on an advisory basis, the compensation of our named executive officers as described in this proxy statement under the heading ''Executive Officer and Director Compensation;'' and Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 6 funds |
| LIFEVANTAGE CORPORATION | November 6, 2025 | To approve an amendment to the 2017 Long-Term Incentive Plan. Compensation |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| LIMONEIRA COMPANY | March 25, 2026 | To vote on an advisory resolution to approve the compensation of the Named Executive Officers as disclosed in this proxy statement ("Proposal 2"); Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 3 funds |
| LIONSGATE STUDIOS CORP. | March 17, 2026 | Election of Directors: Emily Fine Director Elections |
Board | For | WITHHOLD 9 funds |
FOR 5 funds |
| LIONSGATE STUDIOS CORP. | March 17, 2026 | Election of Directors: Gordon Crawford Director Elections |
Board | For | WITHHOLD 9 funds |
FOR 5 funds |
| LIONSGATE STUDIOS CORP. | March 17, 2026 | Election of Directors: Harry E. Sloan Director Elections |
Board | For | WITHHOLD 9 funds |
FOR 5 funds |
| LIONSGATE STUDIOS CORP. | March 17, 2026 | Election of Directors: John D. Harkey Director Elections |
Board | For | WITHHOLD 9 funds |
FOR 5 funds |
| LIONSGATE STUDIOS CORP. | March 17, 2026 | Election of Directors: Jon Feltheimer Director Elections |
Board | For | WITHHOLD 9 funds |
FOR 5 funds |
| LIONSGATE STUDIOS CORP. | March 17, 2026 | Election of Directors: Mark H. Rachesky Director Elections |
Board | For | WITHHOLD 9 funds |
FOR 5 funds |
| LIONSGATE STUDIOS CORP. | March 17, 2026 | Election of Directors: Richard Rosenblatt Director Elections |
Board | For | WITHHOLD 9 funds |
FOR 5 funds |
| LIONSGATE STUDIOS CORP. | March 17, 2026 | Election of Directors: Susan McCaw Director Elections |
Board | For | WITHHOLD 9 funds |
FOR 5 funds |
| LIONSGATE STUDIOS CORP. | March 17, 2026 | Election of Directors: Yvette Ostolaza Director Elections |
Board | For | WITHHOLD 9 funds |
FOR 5 funds |
| LITTELFUSE, INC. | April 22, 2026 | Approve, on an advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 6 funds |
| LKQ Corporation | May 6, 2026 | Election of Directors: James S. Metcalf Director Elections |
Board | For | FOR 13 funds |
AGAINST 5 funds |
| LKQ Corporation | May 6, 2026 | Election of Directors: Meg A. Divitto Director Elections |
Board | For | FOR 13 funds |
AGAINST 5 funds |
| LKQ Corporation | May 6, 2026 | Election of Directors: Michael Powell Director Elections |
Board | For | FOR 13 funds |
AGAINST 5 funds |
| LOCKHEED MARTIN CORPORATION | May 12, 2026 | Advisory Vote to Approve the Compensation of our Named Executive Officers (Say-on-Pay) Say-on-Pay |
Board | For | FOR 17 funds |
AGAINST 10 funds |
| LOCKHEED MARTIN CORPORATION | May 12, 2026 | Election of Nine Directors: Thomas J. Falk Director Elections |
Board | For | FOR 15 funds |
AGAINST 9 funds |
| LOUISIANA-PACIFIC CORPORATION | May 1, 2026 | Advisory vote to approve named executive officer compensation Say-on-Pay |
Board | For | AGAINST 13 funds |
FOR 6 funds |
| LULULEMON ATHLETICA INC. | June 25, 2026 | Advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | Contested | FOR 14 funds |
AGAINST 10 funds |
| LUMENTUM HOLDINGS INC. | November 19, 2025 | To approve the 2025 Equity Incentive Plan. Compensation |
Board | For | AGAINST 12 funds |
FOR 6 funds |
| LYFT, INC. | June 3, 2026 | To approve, on an advisory basis, the compensation of our named executive officers Say-on-Pay |
Board | For | FOR 10 funds |
AGAINST 8 funds |
| LYONDELLBASELL INDUSTRIES N.V. | May 22, 2026 | Advisory Vote Approving Executive Compensation (Say-on-Pay) Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 9 funds |
| Lakeland Financial Corporation | April 14, 2026 | ELECTION OF DIRECTORS: A. Faraz Abbasi Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 5 funds |
| Lakeland Financial Corporation | April 14, 2026 | ELECTION OF DIRECTORS: Blake W. Augsburger Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 5 funds |
| Lakeland Financial Corporation | April 14, 2026 | ELECTION OF DIRECTORS: Bradley J. Toothaker Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 5 funds |
| Larimar Therapeutics, Inc. | May 19, 2026 | Election of Class III Directors for a Three-Year Term Expiring in 2029: Frank Thomas Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 4 funds |
| Larimar Therapeutics, Inc. | May 19, 2026 | Election of Class III Directors for a Three-Year Term Expiring in 2029: Joseph Truitt Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 4 funds |
| Legacy Housing Corporation | December 18, 2025 | Election of Directors: Curtis D. Hodgson Director Elections |
Board | For | AGAINST 4 funds |
FOR 2 funds |
| Legacy Housing Corporation | December 18, 2025 | Election of Directors: Jeffrey K. Stouder Director Elections |
Board | For | AGAINST 4 funds |
FOR 2 funds |
| Linde Plc | July 29, 2025 | Election of Directors: Dr. Victoria Ossadnik Director Elections |
Board | For | AGAINST 13 funds |
FOR 16 funds |
| Littelfuse, Inc. | April 22, 2026 | Election of Directors: Maria C. Green Director Elections |
Board | For | FOR 12 funds |
AGAINST 6 funds |
| LiveRamp Holdings, Inc. | August 12, 2025 | Election of Directors: Clark M. Kokich Director Elections |
Board | For | FOR 7 funds |
AGAINST 5 funds |
| Loews Corporation | May 12, 2026 | Election of Directors: Dino E. Robusto Director Elections |
Board | For | AGAINST 14 funds |
FOR 6 funds |
| Loews Corporation | May 12, 2026 | Election of Directors: Paul J. Fribourg Director Elections |
Board | For | FOR 14 funds |
AGAINST 6 funds |
| Lumentum Holdings Inc. | November 19, 2025 | Election of Directors: Julia S. Johnson Director Elections |
Board | For | AGAINST 12 funds |
FOR 6 funds |
| MANPOWERGROUP INC. | May 8, 2026 | Advisory vote on approval of the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 10 funds |
AGAINST 6 funds |
| MARA HOLDINGS, INC. | June 18, 2026 | A non-binding, advisory vote on the compensation of our Named Executive Officers ("Say-on-Pay"). Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 4 funds |
| MARINE PRODUCTS CORPORATION | May 12, 2026 | To approve, on a non-binding advisory basis, the compensation that may be paid or become payable to the named executive officers of Marine Products in connection with the transactions contemplated by the merger agreement. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 4 funds |
| MARKETAXESS HOLDINGS INC. | June 10, 2026 | To approve, on an advisory basis, the compensation of the Company's named executive officers as disclosed in the 2026 Proxy Statement. Say-on-Pay |
Board | For | FOR 13 funds |
AGAINST 7 funds |
| MARRIOTT VACATIONS WORLDWIDE CORPORATION | May 15, 2026 | Approval of the Second Amended and Restated Marriott Vacations Worldwide Corporation 2020 Equity Incentive Plan. Compensation |
Board | For | FOR 7 funds |
AGAINST 4 funds |
| MARTEN TRANSPORT, LTD. | May 5, 2026 | Election of Directors: Patricia L. Jones Director Elections |
Board | For | FOR 7 funds |
AGAINST 5 funds |
| MASIMO CORPORATION | May 1, 2026 | To consider and vote on the proposal to approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to Masimo's named executive officers that is based on or otherwise relates to the Merger (the "Compensation Proposal"). Say-on-Pay |
Board | For | FOR 13 funds |
AGAINST 5 funds |
| MATADOR RESOURCES COMPANY | June 11, 2026 | Advisory vote to approve the compensation of the Company's named executive officers Say-on-Pay |
Board | For | FOR 13 funds |
AGAINST 5 funds |
| MATADOR RESOURCES COMPANY | June 11, 2026 | Election of Director Nominees: Timothy E. Parker Director Elections |
Board | For | FOR 11 funds |
AGAINST 5 funds |
| MATCH GROUP, INC. | June 16, 2026 | To approve a non-binding advisory resolution on executive compensation. Say-on-Pay |
Board | For | AGAINST 13 funds |
FOR 6 funds |
| MATRIX SERVICE COMPANY | November 4, 2025 | To approve a proposal to amend the Company's 2020 Stock and Incentive Compensation Plan to increase the number of shares of Common Stock of the Company authorized for issuance thereunder from 3,975,000 to 5,000,000. Compensation |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| MBIA INC. | May 5, 2026 | To approve, on an advisory basis, executive compensation. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 5 funds |
| MBIA Inc. | May 5, 2026 | Election of Directors: Diane L. Dewbrey Director Elections |
Board | For | FOR 4 funds |
AGAINST 4 funds |
| MEDICAL PROPERTIES TRUST, INC. | May 28, 2026 | To approve the Medical Properties Trust Second Amended and Restated 2019 Equity Incentive Plan. Compensation |
Board | For | FOR 10 funds |
AGAINST 5 funds |
| MEDIFAST, INC. | May 19, 2026 | Approve, on an advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 4 funds |
| MERCURY SYSTEMS, INC. | October 22, 2025 | To approve our 2025 Long Term Incentive Plan. Compensation |
Board | For | AGAINST 7 funds |
FOR 6 funds |
| MERCURY SYSTEMS, INC. | October 22, 2025 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 6 funds |
| MGP INGREDIENTS, INC. | May 13, 2026 | Approve the MGP Ingredients, Inc. Amended and Restated 2024 Equity Incentive Plan. Compensation |
Board | For | FOR 7 funds |
AGAINST 4 funds |
| MGP INGREDIENTS, INC. | May 13, 2026 | Approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 4 funds |
| MGP Ingredients, Inc. | May 13, 2026 | Election of Directors: Todd B. Siwak Director Elections |
Board | For | FOR 7 funds |
AGAINST 4 funds |
| MIAMI INTL HLDGS INC | June 16, 2026 | The approval, on a non-binding advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 5 funds |
| MICROCHIP TECHNOLOGY INCORPORATED | August 19, 2025 | Proposal to approve, on an advisory (non-binding) basis, the compensation of our named executives. Say-on-Pay |
Board | For | AGAINST 15 funds |
FOR 10 funds |
| MICROSOFT CORPORATION | December 5, 2025 | Election of Directors: Hugh F. Johnston Director Elections |
Board | For | AGAINST 15 funds |
FOR 18 funds |
| MIDDLEFIELD BANC CORP. | February 10, 2026 | A proposal to approve, on an advisory (non-binding) basis, the merger-related consideration to be received by the named executive officers of Middlefield in connection with the Merger. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 1 fund |
| MIDWESTONE FINANCIAL GROUP, INC. | January 26, 2026 | To approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to the named executive officers of MidWestOne that is based on or otherwise relates to the merger. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 5 funds |
| MITEK SYSTEMS, INC. | March 3, 2026 | Amend and restate our 2020 Incentive Plan. Compensation |
Board | For | FOR 3 funds |
AGAINST 4 funds |
| MOELIS & COMPANY | June 25, 2026 | To approve, on an advisory basis, the compensation of our Named Executive Officers. Say-on-Pay |
Board | For | AGAINST 11 funds |
FOR 5 funds |
| MONOLITHIC POWER SYSTEMS, INC. | June 11, 2026 | Election of Directors: Victor K. Lee Director Elections |
Board | For | FOR 16 funds |
WITHHOLD 8 funds |
| MONOPAR THERAPEUTICS, INC. | June 22, 2026 | To approve the 2026 Stock Incentive Plan. Compensation |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| MRC GLOBAL INC. | September 9, 2025 | Approve a non-binding advisory resolution approving the Company's named executive officer compensation Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 6 funds |
| MVB FINANCIAL CORP. | May 19, 2026 | To approve on a non-binding, advisory basis, the compensation of our named executive officers. ("Say on Pay"). Compensation |
Board | For | AGAINST 3 funds |
FOR 4 funds |
| Marriott International, Inc. | May 8, 2026 | Election of Directors: Deborah M. Harrison Director Elections |
Board | For | FOR 13 funds |
AGAINST 8 funds |
| Medical Properties Trust, Inc. | May 28, 2026 | To elect nine directors: C. Reynolds Thompson, III Director Elections |
Board | For | FOR 10 funds |
AGAINST 5 funds |
| Medical Properties Trust, Inc. | May 28, 2026 | To elect nine directors: D. Paul Sparks, Jr. Director Elections |
Board | For | AGAINST 10 funds |
FOR 5 funds |
| MiMedx Group, Inc. | June 10, 2026 | Election of Directors: Martin P. Sutter Director Elections |
Board | For | FOR 5 funds |
AGAINST 4 funds |
| Mid Penn Bancorp, Inc. | May 12, 2026 | Election of Directors: John E. Noone Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 5 funds |
| Millrose Properties, Inc. | May 18, 2026 | Election of Directors: Carlos A. Migoya (Chair) Director Elections |
Board | For | AGAINST 8 funds |
FOR 6 funds |
| Millrose Properties, Inc. | May 18, 2026 | Election of Directors: Kathleen B. Lynch Director Elections |
Board | For | AGAINST 8 funds |
FOR 6 funds |
| Millrose Properties, Inc. | May 18, 2026 | Election of Directors: Matthew B. Gorson Director Elections |
Board | For | FOR 8 funds |
AGAINST 6 funds |
| Millrose Properties, Inc. | May 18, 2026 | Election of Directors: Patrick J. Bartels Director Elections |
Board | For | AGAINST 8 funds |
FOR 6 funds |
| Moelis & Company | June 25, 2026 | Election of Directors: Laila J. Worrell Director Elections |
Board | For | AGAINST 10 funds |
FOR 4 funds |
| Monarch Casino & Resort, Inc. | May 27, 2026 | Election of Directors: Craig F. Sullivan Director Elections |
Board | For | FOR 5 funds |
AGAINST 6 funds |
| Monarch Casino & Resort, Inc. | May 27, 2026 | Election of Directors: Paul Andrews Director Elections |
Board | For | FOR 5 funds |
AGAINST 6 funds |
| NAPCO Security Technologies, Inc. | December 8, 2025 | Election of Directors: David Paterson Director Elections |
Board | For | FOR 5 funds |
WITHHOLD 4 funds |
| NATIONAL BANK HOLDINGS CORP | May 7, 2026 | To adopt a resolution approving, on an advisory, non-binding basis, the compensation paid to the Company's named executive officers, as disclosed pursuant to Item 402 of Regulation S-K in the Proxy Statement. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 8 funds |
| NATIONAL BANK HOLDINGS CORP | May 7, 2026 | To approve the proposed Amended and Restated National Bank Holdings Corporation 2023 Omnibus Incentive Plan. Compensation |
Board | For | FOR 8 funds |
AGAINST 8 funds |
| NATIONAL BANKSHARES, INC. | May 12, 2026 | Election of three Class 3 Directors to serve a term of three years each until the 2029 Annual Meeting. Mildred R. Johnson Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 3 funds |
| NATIONAL PRESTO INDUSTRIES, INC. | May 19, 2026 | Election of Directors: Randy F. Lieble Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 4 funds |
| NATURE'S SUNSHINE PRODUCTS, INC. | May 6, 2026 | To approve the adoption of the Nature's Sunshine Products, Inc. 2026 Stock Incentive Plan. Compensation |
Board | For | FOR 2 funds |
AGAINST 5 funds |
| NAVITAS SEMICONDUCTOR CORPORATION | July 8, 2025 | The approval of an advisory resolution on the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 4 funds |
AGAINST 4 funds |
| NEWMARK GROUP, INC. | December 30, 2025 | Approval, on an advisory basis, of executive compensation. Say-on-Pay |
Board | For | AGAINST 11 funds |
FOR 8 funds |
| NEXPOINT DIVERSIFIED REAL ESTATE TRUST | June 2, 2026 | To approve the NexPoint Diversified Real Estate Trust 2026 Long Term Incentive Plan. Compensation |
Board | For | FOR 4 funds |
AGAINST 4 funds |
← Previous Page 7 of 13 Next →
How items are matched and positions counted: see the comparison table and the methodology. Built October 18, 2026 from SEC Form N-PX filings.