Home › Asset managers › Compare 2025-2026 › State Street vs Charles Schwab
State Street 2025-2026 · Charles Schwab 2025-2026 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 14,243 | 13,080 | 1,065 | 98 | 92.5% | 92.1% |
| Board proposals | 13,313 | 12,412 | 829 | 72 | 93.7% | 93.4% |
| E&S shareholder proposals | 144 | 131 | 10 | 3 | 92.9% | 93.0% |
| Other items | 786 | 537 | 226 | 23 | 70.4% | 69.9% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
1,065 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 | State Street | Charles Schwab |
|---|---|---|---|---|---|---|
| VANDA PHARMACEUTICALS INC. | June 4, 2026 | To approve an amendment to the Company's amended and restated 2016 Equity Incentive Plan, as amended to increase the aggregate number of shares authorized for issuance thereunder. Compensation |
Board | For | AGAINST 4 funds |
FOR 5 funds |
| VIASAT, INC. | September 4, 2025 | Election of Directors: Richard Baldridge Director Elections |
Board | For | WITHHOLD 12 funds |
FOR 7 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 | AGAINST 9 funds |
FOR 4 funds |
| VIRGIN GALACTIC HOLDINGS, INC. | June 11, 2026 | Approval, on an advisory (non-binding) basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 4 funds |
| VIRTUS INVESTMENT PARTNERS, INC. | May 20, 2026 | Election of Directors: Timothy A. Holt Director Elections |
Board | For | FOR 10 funds |
WITHHOLD 9 funds |
| VOYAGER TECHNOLOGIES, INC. | May 29, 2026 | To approve the Redomestication of the Company from Delaware to Texas. Extraordinary Transactions |
Board | For | FOR 6 funds |
AGAINST 4 funds |
| VROOM, INC. | June 11, 2026 | Approve, on an advisory (non-binding) basis, the compensation of the named executive officers of the Company. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 2 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 | FOR 8 funds |
AGAINST 3 funds |
| Vail Resorts, Inc. | December 9, 2025 | Election of Directors: Peter A. Vaughn Director Elections |
Board | For | AGAINST 12 funds |
FOR 13 funds |
| Velocity Financial, Inc. | May 21, 2026 | Election of Directors: John A. Pless Director Elections |
Board | For | FOR 2 funds |
AGAINST 4 funds |
| Victory Capital Holdings, Inc. | May 6, 2026 | Election of Class II Directors: Alan H. Rappaport Director Elections |
Board | For | AGAINST 9 funds |
FOR 7 funds |
| Vitesse Energy, Inc. | June 5, 2026 | Election of Directors: Joseph S. Steinberg Director Elections |
Board | For | FOR 4 funds |
AGAINST 4 funds |
| Vulcan Materials Company | May 8, 2026 | Election of Directors: James T. Prokopanko Director Elections |
Board | For | AGAINST 17 funds |
FOR 13 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 | AGAINST 2 funds |
FOR 5 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 | FOR 5 funds |
AGAINST 6 funds |
| W&T Offshore, Inc. | June 3, 2026 | Election of Directors: Mr. Daniel O. Conwill, IV Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 5 funds |
| W. R. Berkley Corporation | June 3, 2026 | Election of Directors: Maria Luisa Ferre Director Elections |
Board | For | AGAINST 21 funds |
FOR 13 funds |
| WAVE LIFE SCIENCES LTD. | August 5, 2025 | To authorize the Board of Directors to allot and issue Ordinary Shares of Wave Life Sciences Ltd. Capital Structure |
Board | For | AGAINST 6 funds |
FOR 5 funds |
| WEATHERFORD INTERNATIONAL PLC | June 11, 2026 | To agree to a scheme of arrangement under Chapter 1 of Part 9 of the Companies Act 2014, as amended, substantially in the form attached as Annex C to the Proxy Statement, that, once it becomes effective, will result in you owning common stock of Weatherford International Corp instead of ordinary shares of Weatherford International plc. Extraordinary Transactions |
Board | For | FOR 12 funds |
AGAINST 8 funds |
| WEATHERFORD INTERNATIONAL PLC | June 11, 2026 | To approve a capital reduction under sections 84 to 86 of the Companies Act to effect the cancellation of Weatherford-Ireland ordinary shares contemplated by the Scheme of Arrangement. Capital Structure |
Board | For | FOR 12 funds |
AGAINST 8 funds |
| WEATHERFORD INTERNATIONAL PLC | June 11, 2026 | To approve the terms of an initial subscription, allotment and issue of one, or more, Weatherford-Ireland ordinary shares to Weatherford International Corp (''Weatherford-US'') in connection with the Scheme of Arrangement. Extraordinary Transactions |
Board | For | FOR 12 funds |
AGAINST 8 funds |
| WEATHERFORD INTERNATIONAL PLC | June 11, 2026 | To authorize the directors of Weatherford-Ireland to allot and issue further new Weatherford-Ireland ordinary shares to Weatherford-US in connection with the Scheme of Arrangement to be paid up by the application of certain reserves as described in the Scheme of Arrangement. Extraordinary Transactions |
Board | For | FOR 12 funds |
AGAINST 8 funds |
| WEBTOON Entertainment Inc. | June 3, 2026 | Election of Directors: Isabelle Winkles (Class II) Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 4 funds |
| WEBTOON Entertainment Inc. | June 3, 2026 | Election of Directors: Jun Masuda (Class II) Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 4 funds |
| WEBTOON Entertainment Inc. | June 3, 2026 | Election of Directors: Namsun Kim (Class II) Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 4 funds |
| WELLS FARGO & COMPANY | April 28, 2026 | Advisory resolution to approve executive compensation (Say on Pay). Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 15 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 | AGAINST 2 funds |
FOR 1 fund |
| WHEELS UP EXPERIENCE INC. | June 9, 2026 | The non-binding, advisory vote to approve named executive officer compensation for the fiscal year ended December 31, 2025. Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 4 funds |
| WHITE MOUNTAINS INSURANCE GROUP, LTD. | May 21, 2026 | Election of Class II Directors to a term ending in 2029: Weston M. Hicks Director Elections |
Board | For | AGAINST 7 funds |
FOR 8 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 | FOR 3 funds |
AGAINST 5 funds |
| WILLIAMS-SONOMA, INC. | June 18, 2026 | Election of directors: Anne Finucane Director Elections |
Board | For | AGAINST 19 funds |
FOR 14 funds |
| WILLIAMS-SONOMA, INC. | June 18, 2026 | Election of directors: William Ready Director Elections |
Board | For | FOR 20 funds |
AGAINST 14 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 | FOR 8 funds |
AGAINST 5 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 | WITHHOLD 4 funds |
FOR 4 funds |
| WORKDAY INC | June 16, 2026 | To approve, on an advisory basis, the compensation of our named executive officers as disclosed in the Proxy Statement. Say-on-Pay |
Board | For | FOR 29 funds |
AGAINST 15 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 | AGAINST 21 funds |
FOR 14 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 | FOR 1 fund |
AGAINST 1 fund |
| WORKIVA INC. | May 28, 2026 | Election of Directors: Michael M. Crow, Ph.D. Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 4 funds |
| WORLD ACCEPTANCE CORPORATION | August 20, 2025 | APPROVE THE WORLD ACCEPTANCE CORPORATION 2025 STOCK INCENTIVE PLAN. Compensation |
Board | For | AGAINST 8 funds |
FOR 8 funds |
| WORTHINGTON ENTERPRISES, INC. | September 23, 2025 | Approve the Worthington Enterprises, Inc. 2025 Equity Plan for Non-Employee Directors. Compensation |
Board | For | AGAINST 9 funds |
FOR 7 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 | FOR 1 fund |
AGAINST 5 funds |
| Welltower Inc. | May 21, 2026 | Election of Directors: Ade J. Patton Director Elections |
Board | For | FOR 22 funds |
AGAINST 15 funds |
| Welltower Inc. | May 21, 2026 | Election of Directors: Johnese M. Spisso Director Elections |
Board | For | FOR 22 funds |
AGAINST 15 funds |
| Welltower Inc. | May 21, 2026 | Election of Directors: Kathryn M. Sullivan Director Elections |
Board | For | FOR 22 funds |
AGAINST 15 funds |
| Welltower Inc. | May 21, 2026 | Election of Directors: Sergio D. Rivera Director Elections |
Board | For | FOR 22 funds |
AGAINST 15 funds |
| Westinghouse Air Brake Technologies Corporation | May 12, 2026 | Elect three directors for a term of three years expiring in 2029: Lee C. Banks Director Elections |
Board | For | AGAINST 23 funds |
FOR 14 funds |
| WisdomTree, Inc. | June 17, 2026 | Election of Directors: Shamla Naidoo Director Elections |
Board | For | AGAINST 11 funds |
FOR 8 funds |
| Workday, Inc. | June 16, 2026 | Election of Class II Directors: George J. Still, Jr. Director Elections |
Board | For | FOR 22 funds |
AGAINST 14 funds |
| Workday, Inc. | June 16, 2026 | Election of Class II Directors: Mark J. Hawkins Director Elections |
Board | For | FOR 22 funds |
AGAINST 14 funds |
| X4 PHARMACEUTICALS, INC. | May 11, 2026 | To approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 2 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 | FOR 1 fund |
AGAINST 1 fund |
| 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 | AGAINST 2 funds |
FOR 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 | AGAINST 10 funds |
FOR 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 | AGAINST 3 funds |
FOR 2 funds |
| Xperi Inc. | April 17, 2026 | Election of Directors: Christopher Seams Director Elections |
Board | For | AGAINST 3 funds |
FOR 4 funds |
| YEXT, INC. | June 10, 2026 | Approve the amended, restated and extended Yext, Inc. 2016 Equity Incentive Plan. Compensation |
Board | For | AGAINST 5 funds |
FOR 4 funds |
| Yext, Inc. | June 10, 2026 | Election of Class III Directors: Andrew Sheehan Director Elections |
Board | For | AGAINST 5 funds |
FOR 4 funds |
| Yum China Holdings, Inc. | May 28, 2026 | Election of Directors: Fred Hu Director Elections |
Board | For | AGAINST 10 funds |
FOR 2 funds |
| ZENTALIS PHARMACEUTICALS, INC. | June 16, 2026 | Approval, on an advisory (non-binding) basis, of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| ZETA GLOBAL HOLDINGS CORP. | June 16, 2026 | Election of Directors: Jeanine Silberblatt Director Elections |
Board | For | FOR 6 funds |
WITHHOLD 4 funds |
| ZETA GLOBAL HOLDINGS CORP. | June 16, 2026 | Election of Directors: William Landman Director Elections |
Board | For | FOR 6 funds |
WITHHOLD 4 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 | AGAINST 17 funds |
FOR 9 funds |
| ZSPACE, INC. | October 15, 2025 | Approval of the issuance of shares of our common stock in connection with the Convertible Promissory Note, dated April 11, 2025, issued by zSpace to an institutional investor, as required by Nasdaq Listing Rule 5635(d). Capital Structure |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| Zebra Technologies Corporation | May 19, 2026 | Election of Directors: Class III term to expire 2029: Linda M. Connly Director Elections |
Board | For | AGAINST 18 funds |
FOR 14 funds |
| agilon health, inc. | June 2, 2026 | Election of Class II Directors: Karen McLoughlin Director Elections |
Board | For | AGAINST 3 funds |
FOR 7 funds |
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How items are matched and positions counted: see the comparison table and the methodology. Built November 1, 2026 from SEC Form N-PX filings.