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
829 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 |
|---|---|---|---|---|---|---|
| Benitec Biopharma Inc. | December 1, 2025 | Election of Directors: Class III: Megan Boston Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 2 funds |
| Better Home & Finance Holding Company | June 10, 2026 | Election of Directors: Arnaud Massenet Director Elections |
Board | For | FOR 3 funds |
AGAINST 2 funds |
| Better Home & Finance Holding Company | June 10, 2026 | Election of Directors: Harit Talwar Director Elections |
Board | For | FOR 3 funds |
AGAINST 2 funds |
| Blue Owl Capital Inc. | June 4, 2026 | Election of Directors: Claudia Holz Director Elections |
Board | For | AGAINST 4 funds |
FOR 12 funds |
| BlueLinx Holdings Inc. | May 14, 2026 | Election of Directors: Anuj Dhanda Director Elections |
Board | For | FOR 4 funds |
AGAINST 7 funds |
| Boston Beer Company, Inc. | May 27, 2026 | Advisory vote to approve our named executive officers' executive compensation. Say-on-Pay |
Board | For | FOR 18 funds |
AGAINST 9 funds |
| Boston Omaha Corporation | August 25, 2025 | Election of Directors (other than the Class B common stock Director): Brendan J. Keating Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 2 funds |
| Braemar Hotels & Resorts Inc. | December 15, 2025 | Election of Directors: Matthew D. Rinaldi Director Elections |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| Braemar Hotels & Resorts Inc. | December 15, 2025 | Election of Directors: Monty J. Bennett Director Elections |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| Brandywine Realty Trust | May 28, 2026 | Election of Trustees: Charles P. Pizzi Director Elections |
Board | For | AGAINST 5 funds |
FOR 9 funds |
| Broadcom Inc. | April 20, 2026 | Election of Directors: Check Kian Low Director Elections |
Board | For | FOR 30 funds |
AGAINST 15 funds |
| Broadcom Inc. | April 20, 2026 | Election of Directors: Diane M. Bryant Director Elections |
Board | For | FOR 30 funds |
AGAINST 15 funds |
| Broadcom Inc. | April 20, 2026 | Election of Directors: Harry L. You Director Elections |
Board | For | FOR 30 funds |
AGAINST 15 funds |
| CABLE ONE, INC. | May 14, 2026 | To approve the Cable One, Inc. 2026 Omnibus Incentive Compensation Plan. Compensation |
Board | For | FOR 10 funds |
AGAINST 7 funds |
| CACI International Inc | October 16, 2025 | Election of Directors: Lisa S. Disbrow Director Elections |
Board | For | AGAINST 14 funds |
FOR 12 funds |
| CACI International Inc | October 16, 2025 | Election of Directors: Ryan D. McCarthy Director Elections |
Board | For | FOR 14 funds |
AGAINST 12 funds |
| CALAVO GROWERS, INC. | April 28, 2026 | The Merger-Related Compensation Proposal - A non-binding, advisory proposal to approve compensation that will or may become payable by Calavo to its named executive officers in connection with the transactions contemplated by the Merger Agreement. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 7 funds |
| CALLAWAY GOLF COMPANY | May 21, 2026 | Election of Directors: Adebayo O. Ogunlesi Director Elections |
Board | For | AGAINST 10 funds |
FOR 7 funds |
| CANTALOUPE, INC. | September 4, 2025 | To approve, by a non-binding, advisory vote, the compensation arrangements that will or may become payable to Cantaloupe, Inc.'s named executive officers in connection with the Merger. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 5 funds |
| CARDIFF ONCOLOGY, INC. | June 11, 2026 | Proposal to approve an amendment to the Company's 2021 Omnibus Equity Incentive Plan to increase the number of shares issuable thereunder to 15,150,000 shares from 12,150,000 shares. Compensation |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| CARRIAGE SERVICES, INC. | May 12, 2026 | Approve our proposed Second Amendment to the Company's 2017 Omnibus Incentive Plan. Compensation |
Board | For | AGAINST 4 funds |
FOR 4 funds |
| CELCUITY INC. | May 14, 2026 | To approve the Celcuity Inc. Amended and Restated Employee Stock Purchase Plan. Compensation |
Board | For | FOR 4 funds |
AGAINST 4 funds |
| CEVA, INC. | June 2, 2026 | Advisory vote to approve named executive officer compensation Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 5 funds |
| CHARLES RIVER LABORATORIES INTL., INC. | May 5, 2026 | Election of Directors: Abraham Ceesay Director Elections |
Board | For | FOR 16 funds |
AGAINST 15 funds |
| CHARTER COMMUNICATIONS, INC. | April 21, 2026 | Approval, on an advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 26 funds |
AGAINST 15 funds |
| CHEMED CORPORATION | May 18, 2026 | Election of directors: Andrea R. Lindell Director Elections |
Board | For | AGAINST 13 funds |
FOR 13 funds |
| CHEMED CORPORATION | May 18, 2026 | Election of directors: George J. Walsh III Director Elections |
Board | For | AGAINST 13 funds |
FOR 13 funds |
| CHEMED CORPORATION | May 18, 2026 | Election of directors: Patrick P. Grace Director Elections |
Board | For | AGAINST 13 funds |
FOR 13 funds |
| CHOICE HOTELS INTERNATIONAL, INC. | May 21, 2026 | Election of Directors: William L. Jews Director Elections |
Board | For | AGAINST 11 funds |
FOR 12 funds |
| CHURCHILL DOWNS INCORPORATED | April 21, 2026 | To approve, on a non-binding advisory basis, the Company's executive compensation as disclosed in the proxy statement. Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 14 funds |
| CIENA CORPORATION | March 26, 2026 | Election of three Class II Directors: Joanne B. Olsen Director Elections |
Board | For | AGAINST 11 funds |
FOR 12 funds |
| CLARITEV CORPORATION | April 29, 2026 | Advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 8 funds |
| CLARITEV CORPORATION | April 29, 2026 | Approval of the Amendment to the Claritev Corporation 2020 Omnibus Incentive Plan. Compensation |
Board | For | AGAINST 3 funds |
FOR 7 funds |
| CLEARSIGN TECHNOLOGIES CORP | July 25, 2025 | Approve, on an advisory basis, the compensation paid to the Company's named executive officers. Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| COGENT BIOSCIENCES, INC. | June 9, 2026 | Approval, on a non-binding, advisory basis, of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 5 funds |
| COGENT COMMUNICATIONS HOLDINGS, INC. | May 1, 2026 | To approve the Third Amended and Restated 2017 Incentive Award Plan of the Company, including an increase in the number of shares available for issuance thereunder by 1.5 million shares. Compensation |
Board | For | FOR 12 funds |
AGAINST 7 funds |
| COHERUS ONCOLOGY, INC. | May 29, 2026 | To approve an increase in the number of shares of our common stock reserved for issuance under the Amended and Restated 2014 Equity Incentive Award Plan. Compensation |
Board | For | AGAINST 2 funds |
FOR 4 funds |
| COLUMBUS MCKINNON CORPORATION | August 15, 2025 | To amend the Company's restated certificate of incorporation to permit exercise of preemptive rights by the CD&R Investors (the ''Preemptive Rights Proposal'') Capital Structure |
Board | For | AGAINST 3 funds |
FOR 7 funds |
| COLUMBUS MCKINNON CORPORATION | August 15, 2025 | To approve the elimination of restrictions on the issuance of common stock in connection with the conversion of the Preferred Shares and on the voting of Preferred Shares for the purposes of complying with Nasdaq Listing Rule 5635 (the ''Nasdaq Listing Rules Proposal'') Capital Structure |
Board | For | AGAINST 3 funds |
FOR 7 funds |
| COMPASS MINERALS INTERNATIONAL, INC. | March 5, 2026 | Approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 8 funds |
| COMPX INTERNATIONAL INC. | May 20, 2026 | Election of Directors: Terri L. Herrington Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 1 fund |
| CONSENSUS CLOUD SOLUTIONS, INC. | June 10, 2026 | To approve an amendment and restatement of the Company's 2021 Stock Incentive Plan. Compensation |
Board | For | AGAINST 4 funds |
FOR 8 funds |
| CONSTELLIUM SE | May 21, 2026 | Approval, on an advisory (non-binding) basis, of the 2025 compensation of the Company's named executive officers Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 6 funds |
| CONSTRUCTION PARTNERS INC | March 24, 2026 | Proposal to elect two Class II directors to serve for a three-year term expiring at the 2029 annual meeting of stockholders. Craig Jennings Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 9 funds |
| CONSUMER PORTFOLIO SERVICES, INC. | November 19, 2025 | To approve the Company's 2025 Equity Incentive Plan. Compensation |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| CONTANGO ORE, INC. | March 17, 2026 | The Share Increase Proposal - To approve the increase of the number of authorized Contango Shares from 45,000,000 shares to 250,000,000 shares and the related amendment to the Certificate of Incorporation of Contango, as amended (the "Charter") that will be set forth in a Certificate of Amendment to the Charter. Capital Structure |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| CONTANGO SILVER & GOLD INC. | June 18, 2026 | Election of Directors: Brad Juneau Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 2 funds |
| COREWEAVE, INC. | June 8, 2026 | Election of Class I Director: Michael Intrator Director Elections |
Board | For | FOR 3 funds |
WITHHOLD 9 funds |
| CORPAY, INC. | May 7, 2026 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | FOR 24 funds |
AGAINST 15 funds |
| CREDIT ACCEPTANCE CORPORATION | June 10, 2026 | Election of Directors: Kenneth S. Booth Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 12 funds |
| CREDIT ACCEPTANCE CORPORATION | June 10, 2026 | Election of Directors: Scott J. Vassalluzzo Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 12 funds |
| CREDIT ACCEPTANCE CORPORATION | June 10, 2026 | Election of Directors: Thomas N. Tryforos Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 12 funds |
| CRICUT, INC. | June 3, 2026 | To approve, by non-binding vote, named executive officer compensation. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 3 funds |
| CRISPR THERAPEUTICS AG | June 4, 2026 | Approval of an increase to the conditional share capital for the conversion of bonds and similar debt instruments. Capital Structure |
Board | For | AGAINST 5 funds |
FOR 5 funds |
| CRISPR THERAPEUTICS AG | June 4, 2026 | Binding vote on maximum equity for members of the Executive Committee from the 2026 Annual General Meeting to the 2027 annual general meeting of shareholders. Compensation |
Board | For | FOR 5 funds |
AGAINST 5 funds |
| CRISPR THERAPEUTICS AG | June 4, 2026 | Non-binding advisory vote on the 2025 Compensation Report. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 5 funds |
| CRISPR THERAPEUTICS AG | June 4, 2026 | Non-binding advisory vote on the compensation paid to the Company's named executive officers under U.S. securities law requirements. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 6 funds |
| CRISPR THERAPEUTICS AG | June 4, 2026 | Re-election of Ali Behbahani, M.D. Director Elections |
Board | For | FOR 5 funds |
AGAINST 5 funds |
| CRISPR THERAPEUTICS AG | June 4, 2026 | Re-election of Briggs W. Morrison, M.D. Director Elections |
Board | For | AGAINST 5 funds |
FOR 5 funds |
| CRISPR THERAPEUTICS AG | June 4, 2026 | Re-election of Douglas A. Treco, Ph.D. Director Elections |
Board | For | AGAINST 5 funds |
FOR 5 funds |
| CRISPR THERAPEUTICS AG | June 4, 2026 | Re-election of Sandesh Mahatme, LL.M. Director Elections |
Board | For | FOR 5 funds |
AGAINST 5 funds |
| CRYOPORT, INC. | June 5, 2026 | To approve an amendment to the Cryoport, Inc. 2018 Omnibus Equity Incentive Plan to increase the number of authorized shares for issuance thereunder from 10,350,000 to 14,625,000; Compensation |
Board | For | AGAINST 3 funds |
FOR 4 funds |
| CTO REALTY GROWTH, INC. | June 17, 2026 | Election of Directors: Mr. George R. Brokaw Director Elections |
Board | For | FOR 4 funds |
AGAINST 4 funds |
| CURIOSITYSTREAM INC. | May 20, 2026 | To approve an amendment to the CuriosityStream Inc. 2020 Omnibus Incentive Plan (the Plan) to increase the number of shares of Common Stock authorized for issuance under the Plan from 10,725,000 shares of Common Stock to 11,725,000 shares of Common Stock. Compensation |
Board | For | FOR 2 funds |
AGAINST 3 funds |
| CURIOSITYSTREAM INC. | May 20, 2026 | To approve, on an advisory basis, the compensation paid to the Company's named executive officers as disclosed in the Proxy Statement. Compensation |
Board | For | FOR 5 funds |
AGAINST 4 funds |
| Cable One, Inc. | May 14, 2026 | Election of Directors: Mary E. Meduski Director Elections |
Board | For | AGAINST 10 funds |
FOR 7 funds |
| Caesars Entertainment, Inc. | June 9, 2026 | Election of Directors: Frank J. Fahrenkopf Director Elections |
Board | For | AGAINST 10 funds |
FOR 11 funds |
| Capri Holdings Limited | August 7, 2025 | Election of Directors: Judy Gibbons Director Elections |
Board | For | FOR 9 funds |
AGAINST 8 funds |
| Capricor Therapeutics, Inc. | June 4, 2026 | Election of Directors: Frank Litvack Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 2 funds |
| Cardinal Infrastructure Group Inc. | June 5, 2026 | Election of Directors: Austin J. Shanfelter Director Elections |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| Cardinal Infrastructure Group Inc. | June 5, 2026 | Election of Directors: Richard B. Wimmer Director Elections |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| Cardinal Infrastructure Group Inc. | June 5, 2026 | Election of Directors: Richard M. Lee Director Elections |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| Carlisle Companies Incorporated | April 29, 2026 | To elect the two directors nominated by the Board of Directors: Sheryl D. Palmer Director Elections |
Board | For | AGAINST 16 funds |
FOR 13 funds |
| CenterPoint Energy, Inc. | April 16, 2026 | Election of Directors: Christopher H. Franklin Director Elections |
Board | For | FOR 19 funds |
AGAINST 13 funds |
| CenterPoint Energy, Inc. | April 16, 2026 | Election of Directors: Dean L. Seavers Director Elections |
Board | For | FOR 19 funds |
AGAINST 13 funds |
| CenterPoint Energy, Inc. | April 16, 2026 | Election of Directors: Thaddeus J. Malik Director Elections |
Board | For | FOR 19 funds |
AGAINST 13 funds |
| CenterPoint Energy, Inc. | April 16, 2026 | Election of Directors: Theodore F. Pound Director Elections |
Board | For | FOR 19 funds |
AGAINST 13 funds |
| CenterPoint Energy, Inc. | April 16, 2026 | Election of Directors: Wendy Montoya Cloonan Director Elections |
Board | For | FOR 19 funds |
AGAINST 13 funds |
| Charter Communications, Inc. | April 21, 2026 | Election of Directors: Balan Nair Director Elections |
Board | For | FOR 18 funds |
AGAINST 13 funds |
| Charter Communications, Inc. | April 21, 2026 | Election of Directors: W. Lance Conn Director Elections |
Board | For | FOR 18 funds |
AGAINST 13 funds |
| Chime Financial, Inc. | June 2, 2026 | Election of Class I Directors: Christopher Britt Director Elections |
Board | For | FOR 2 funds |
AGAINST 4 funds |
| Chime Financial, Inc. | June 2, 2026 | Election of Class I Directors: Shawn Carolan Director Elections |
Board | For | FOR 2 funds |
AGAINST 4 funds |
| Churchill Downs Incorporated | April 21, 2026 | Election of Class III Directors: Douglas C. Grissom Director Elections |
Board | For | WITHHOLD 10 funds |
FOR 13 funds |
| Cinemark Holdings, Inc. | May 14, 2026 | Election of Class I directors, each for a term that expires in 2029: Enrique Senior Director Elections |
Board | For | WITHHOLD 9 funds |
FOR 7 funds |
| Cinemark Holdings, Inc. | May 14, 2026 | Election of Class I directors, each for a term that expires in 2029: Nancy Loewe Director Elections |
Board | For | WITHHOLD 9 funds |
FOR 7 funds |
| Cinemark Holdings, Inc. | May 14, 2026 | Election of Class I directors, each for a term that expires in 2029: Nina Vaca Director Elections |
Board | For | WITHHOLD 9 funds |
FOR 7 funds |
| Cinemark Holdings, Inc. | May 14, 2026 | Election of Class I directors, each for a term that expires in 2029: Steven Rosenberg Director Elections |
Board | For | WITHHOLD 9 funds |
FOR 7 funds |
| Circle Internet Group, Inc. | May 14, 2026 | Election of Three Class I Directors: Craig Broderick Director Elections |
Board | For | FOR 5 funds |
AGAINST 9 funds |
| Circle Internet Group, Inc. | May 14, 2026 | Election of Three Class I Directors: Jeremy Allaire Director Elections |
Board | For | FOR 5 funds |
AGAINST 9 funds |
| Circle Internet Group, Inc. | May 14, 2026 | Election of Three Class I Directors: P. Sean Neville Director Elections |
Board | For | AGAINST 5 funds |
FOR 9 funds |
| Citi Trends, Inc. | June 10, 2026 | Election of Directors: Pamela Edwards Director Elections |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| Clarivate Plc | May 14, 2026 | RE-ELECTION OF DIRECTORS: Andrew Snyder Director Elections |
Board | For | FOR 3 funds |
AGAINST 8 funds |
| Clarivate Plc | May 14, 2026 | RE-ELECTION OF DIRECTORS: Wendell Pritchett Director Elections |
Board | For | AGAINST 3 funds |
FOR 8 funds |
| Compass, Inc. | May 14, 2026 | Election of Class II Directors: Charles Phillips Director Elections |
Board | For | FOR 4 funds |
AGAINST 8 funds |
| Cooper-Standard Holdings Inc. | May 14, 2026 | Election of Directors: Richard J. Freeland Director Elections |
Board | For | AGAINST 3 funds |
FOR 3 funds |
| Corcept Therapeutics Incorporated | May 21, 2026 | Election of Directors: David L. Mahoney Director Elections |
Board | For | WITHHOLD 13 funds |
FOR 11 funds |
| Corcept Therapeutics Incorporated | May 21, 2026 | Election of Directors: G. Leonard Baker, Jr. Director Elections |
Board | For | WITHHOLD 13 funds |
FOR 11 funds |
| Core Scientific, Inc. | May 12, 2026 | Election of Directors: Yadin Rozov Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 5 funds |
| Cracker Barrel Old Country Store, Inc. | November 20, 2025 | To elect ten (10) directors: Julie Masino Director Elections |
Board | Contested | FOR 8 funds |
ABSTAIN 7 funds |
| Cross Country Healthcare, Inc. | December 9, 2025 | Proposal to elect seven directors for terms expiring at the 2026 annual meeting: Dwayne Allen Director Elections |
Board | For | FOR 4 funds |
AGAINST 7 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.