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 |
|---|---|---|---|---|---|---|
| DAUCH CORPORATION | April 30, 2026 | Election of Directors: James A. McCaslin Director Elections |
Board | For | AGAINST 11 funds |
FOR 7 funds |
| DEFINITIVE HEALTHCARE CORP. | June 4, 2026 | To approve, on an advisory basis, the compensation of the Company's Named Executive Officers, as disclosed in this Proxy Statement. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 3 funds |
| DELCATH SYSTEMS, INC. | May 13, 2026 | To approve an amendment of the Company's 2020 Omnibus Equity Incentive Plan to increase by 1,800,000 the number of shares of common stock, $0.01 par value per share (''Common Stock'') available thereunder; Compensation |
Board | For | AGAINST 3 funds |
FOR 2 funds |
| DELCATH SYSTEMS, INC. | May 13, 2026 | To approve, on a non-binding advisory basis, the compensation of our named executive officers as disclosed in the accompanying proxy statement (''Proxy Statement''). Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 3 funds |
| DELEK US HOLDINGS, INC. | April 20, 2026 | Election of Directors: Vasiliki (Vicky) Sutil Director Elections |
Board | For | AGAINST 7 funds |
FOR 7 funds |
| DELL TECHNOLOGIES INC. | June 25, 2026 | Approval of the Redomestication Proposal providing for the redomestication of Dell Technologies Inc. from Delaware to Texas by conversion as disclosed in the proxy statement Extraordinary Transactions |
Board | For | FOR 18 funds |
AGAINST 13 funds |
| DELL TECHNOLOGIES INC. | June 25, 2026 | Approval, on a non-binding, advisory basis, of the compensation of Dell Technologies Inc.'s named executive officers as disclosed in the proxy statement Say-on-Pay |
Board | For | FOR 27 funds |
AGAINST 14 funds |
| DENTSPLY SIRONA INC. | June 2, 2026 | Approval of Amendment No. 2 to the 2024 Omnibus Incentive Plan to increase the number of shares of the Company's Common Stock issuable under such Plan. Compensation |
Board | For | AGAINST 14 funds |
FOR 9 funds |
| DIAMEDICA THERAPEUTICS INC. | May 20, 2026 | To approve an amendment and restatement of the DiaMedica Therapeutics Inc. Amended and Restated 2019 Omnibus Incentive Plan. Compensation |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| DICK'S Sporting Goods, Inc. | June 10, 2026 | Election of Directors, each for a term that expires in 2027: Anne Fink Director Elections |
Board | For | FOR 17 funds |
WITHHOLD 12 funds |
| DICK'S Sporting Goods, Inc. | June 10, 2026 | Election of Directors, each for a term that expires in 2027: Emanuel Chirico Director Elections |
Board | For | WITHHOLD 17 funds |
FOR 12 funds |
| DICK'S Sporting Goods, Inc. | June 10, 2026 | Election of Directors, each for a term that expires in 2027: Lawrence J. Schorr Director Elections |
Board | For | WITHHOLD 17 funds |
FOR 12 funds |
| DICK'S Sporting Goods, Inc. | June 10, 2026 | Election of Directors, each for a term that expires in 2027: William J. Colombo Director Elections |
Board | For | WITHHOLD 17 funds |
FOR 12 funds |
| DIGITALBRIDGE GROUP, INC. | May 28, 2026 | To approve, on a non-binding, advisory basis, named executive officer compensation Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 8 funds |
| DOLBY LABORATORIES, INC. | February 3, 2026 | Election of Directors: Peter Gotcher Director Elections |
Board | For | WITHHOLD 14 funds |
FOR 9 funds |
| DOORDASH, INC. | June 10, 2026 | The election of the following director nominee(s): Shona L. Brown Director Elections |
Board | For | AGAINST 17 funds |
FOR 12 funds |
| DOUGLAS EMMETT, INC. | May 28, 2026 | To approve the Douglas Emmett, Inc. 2026 Omnibus Stock Incentive Plan. Compensation |
Board | For | FOR 11 funds |
AGAINST 9 funds |
| DOUGLAS EMMETT, INC. | May 28, 2026 | To approve, in a non-binding advisory vote, our executive compensation. Say-on-Pay |
Board | For | FOR 18 funds |
AGAINST 10 funds |
| DRAFTKINGS INC. | May 12, 2026 | To conduct a non-binding advisory vote on executive compensation. Say-on-Pay |
Board | For | AGAINST 15 funds |
FOR 9 funds |
| DREAM FINDERS HOMES, INC. | June 8, 2026 | Approval of the potential conversion of our Series A Preferred Stock into shares of Class A Common Stock. Capital Structure |
Board | For | AGAINST 8 funds |
FOR 7 funds |
| DREAM FINDERS HOMES, INC. | June 8, 2026 | Approval of the reincorporation of the Company to the State of Texas by conversion. Extraordinary Transactions |
Board | For | FOR 8 funds |
AGAINST 7 funds |
| Daily Journal Corporation | February 24, 2026 | Election of four Directors: Mary Conlin Director Elections |
Board | For | FOR 7 funds |
AGAINST 4 funds |
| Dave & Buster's Entertainment, Inc. | June 18, 2026 | Election of Directors: Scott I. Ross Director Elections |
Board | For | AGAINST 4 funds |
FOR 6 funds |
| Deckers Outdoor Corporation | September 8, 2025 | Election of Directors: Lauri M. Shanahan Director Elections |
Board | For | FOR 20 funds |
AGAINST 13 funds |
| Distribution Solutions Group, Inc. | May 14, 2026 | Election of seven directors to serve one year: Mark F. Moon Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 4 funds |
| Dream Finders Homes, Inc. | June 8, 2026 | Election of Directors: Leonard M. Sturm Director Elections |
Board | For | AGAINST 8 funds |
FOR 7 funds |
| Dream Finders Homes, Inc. | June 8, 2026 | Election of Directors: Megha H. Parekh Director Elections |
Board | For | FOR 8 funds |
AGAINST 7 funds |
| E2OPEN PARENT HOLDINGS, INC. | July 28, 2025 | To hold an advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 4 funds |
| EASTMAN CHEMICAL COMPANY | May 7, 2026 | Advisory Approval of Executive Compensation as Disclosed in Proxy Statement Say-on-Pay |
Board | For | FOR 18 funds |
AGAINST 14 funds |
| EASTMAN KODAK COMPANY | May 20, 2026 | Approval of the Third Amendment to the Amended and Restated 2013 Omnibus Incentive Plan. Compensation |
Board | For | AGAINST 4 funds |
FOR 2 funds |
| EDISON INTERNATIONAL | April 23, 2026 | Advisory Vote to Approve Executive Compensation Say-on-Pay |
Board | For | FOR 35 funds |
AGAINST 15 funds |
| EHEALTH, INC. | June 18, 2026 | Approval of an amendment and restatement of the eHealth, Inc. Amended and Restated 2024 Equity Incentive Plan to increase the maximum number of shares of common stock that may be issued thereunder by 1,300,000 shares. Compensation |
Board | For | AGAINST 2 funds |
FOR 1 fund |
| EMERALD HOLDING, INC. | May 21, 2026 | Election of Class III Directors: Michael Alicea Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 4 funds |
| ENANTA PHARMACEUTICALS, INC. | March 11, 2026 | To approve an amendment to our 2019 Equity Incentive Plan. Compensation |
Board | For | AGAINST 2 funds |
FOR 5 funds |
| ENTRAVISION COMMUNICATIONS CORPORATION | May 28, 2026 | To approve an amendment and restatement of the Entravision Communications Corporation Amended and Restated 2004 Equity Incentive Plan (the ''2004 Plan'') to, among other things, increase the number of shares of the Company's Class A common stock authorized for issuance thereunder by 6,000,000 shares. Compensation |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| ENVELA CORPORATION | June 24, 2026 | Election of Directors: Jim R. Ruth Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 2 funds |
| ENVELA CORPORATION | June 24, 2026 | Election of Directors: John R. Loftus Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 2 funds |
| EQUIFAX INC. | May 7, 2026 | Advisory vote to approve named executive officer compensation ("say-on-pay"). Say-on-Pay |
Board | For | FOR 26 funds |
AGAINST 15 funds |
| ETSY, INC. | June 9, 2026 | Approval of an amendment to our 2024 Equity Incentive Plan to increase the number of shares of our common stock available for issuance. Compensation |
Board | For | FOR 12 funds |
AGAINST 13 funds |
| EURONET WORLDWIDE, INC. | May 21, 2026 | Approval of amendments to the amended 2006 Stock Incentive Plan. Compensation |
Board | For | AGAINST 11 funds |
FOR 8 funds |
| EVI INDUSTRIES, INC. | December 15, 2025 | Non-binding advisory vote on Named Executive Officer compensation. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 3 funds |
| EXP WORLD HOLDINGS, INC. | May 8, 2026 | Approve the redomestication of eXp World Holdings, Inc. from Delaware to Texas by conversion. Extraordinary Transactions |
Board | For | FOR 9 funds |
AGAINST 8 funds |
| EXTREME NETWORKS, INC. | November 12, 2025 | Approve an amendment and restatement of the Extreme Networks, Inc. 2013 Equity Incentive plan to add 6,800,000 shares of our common stock to those reserved for issuance under the plan. Compensation |
Board | For | FOR 14 funds |
AGAINST 5 funds |
| EYEPOINT, INC. | June 18, 2026 | To approve Amendment No. 3 to the EyePoint, Inc. 2023 Long-Term Incentive Plan, as amended, to increase the number of shares of common stock authorized for issuance thereunder by 4,900,000 shares. Compensation |
Board | For | AGAINST 4 funds |
FOR 4 funds |
| Embecta Corp. | February 11, 2026 | Election of Directors: Christopher R. Reidy Director Elections |
Board | For | FOR 11 funds |
AGAINST 7 funds |
| EnerSys | July 31, 2025 | Elect three (3) Class III director nominees: Howard I. Hoffen Director Elections |
Board | For | AGAINST 10 funds |
FOR 8 funds |
| Euronet Worldwide, Inc. | May 21, 2026 | Election of Class II Directors: Ligia Torres Fentanes Director Elections |
Board | For | AGAINST 11 funds |
FOR 8 funds |
| Eve Holding, Inc. | May 21, 2026 | Election of Class I Directors: Sergio Pedreiro Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 4 funds |
| ExlService Holdings, Inc. | June 16, 2026 | Election of Directors: Andreas Fibig Director Elections |
Board | For | AGAINST 12 funds |
FOR 12 funds |
| Expedia Group, Inc. | June 17, 2026 | Election of Directors: Alex von Furstenberg Director Elections |
Board | For | FOR 19 funds |
WITHHOLD 13 funds |
| FACTSET RESEARCH SYSTEMS INC. | December 18, 2025 | To approve the FactSet Research Systems Inc. 2025 Omnibus Incentive Plan. Compensation |
Board | For | AGAINST 25 funds |
FOR 15 funds |
| FARADAY FUTURE INTELLIGENT ELECTRIC INC. | September 19, 2025 | To approve, in accordance with Nasdaq Listing Rule 5635(d), the issuance of Common Stock to holders of certain convertible notes and warrants (the ''Private Placement Proposal''). Capital Structure |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| FATE THERAPEUTICS, INC. | June 12, 2026 | To approve a proposal to amend and restate the Company's 2022 Stock Option and Incentive Plan to increase the number of shares of common stock reserved for issuance thereunder. Compensation |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| FIGS, INC. | June 3, 2026 | Approval, on an advisory (non-binding) basis, of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 5 funds |
| FILANA THERAPEUTICS, INC. | June 11, 2026 | To approve, by a non-binding advisory vote, 2025 executive compensation for the Company's named executive officers. Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| FINANCE OF AMERICA COMPANIES INC. | May 15, 2026 | An advisory vote to approve the compensation of the named executive officers of the Company; and Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 3 funds |
| FIRST WATCH RESTAURANT GROUP, INC. | May 20, 2026 | To approve, on a non-binding, advisory basis, the compensation paid to the Company's named executive officers. Say-on-Pay |
Board | For | FOR 10 funds |
AGAINST 5 funds |
| FISERV, INC. | May 21, 2026 | To approve, on an advisory basis, the compensation of the named executive officers of Fiserv, Inc. Say-on-Pay |
Board | For | FOR 29 funds |
AGAINST 16 funds |
| FLYWIRE CORPORATION | June 2, 2026 | Approve, on a non-binding, advisory basis, the compensation of Flywire Corporation's named executive officers Say-on-Pay |
Board | For | FOR 11 funds |
AGAINST 5 funds |
| FLYWIRE CORPORATION | June 2, 2026 | Elect three directors to serve as Class II directors until the 2029 Annual Meeting of Stockholders Alex Finkelstein Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 4 funds |
| FORTE BIOSCIENCES, INC. | May 29, 2026 | The approval, on an advisory basis, of the compensation of the Company's named executive officers for the fiscal year ended December 31, 2025 (the "Say-on-Pay Vote"). Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| FRESHWORKS INC. | May 28, 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 10 funds |
AGAINST 5 funds |
| FTAI INFRASTRUCTURE INC. | May 29, 2026 | Election of Class I Director: James L. Hamilton Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 4 funds |
| FULGENT GENETICS, INC. | May 14, 2026 | Election of Directors: Michael Nohaile, Ph.D. Director Elections |
Board | For | FOR 5 funds |
WITHHOLD 7 funds |
| FULGENT GENETICS, INC. | May 14, 2026 | Election of Directors: Regina Groves Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 7 funds |
| Fennec Pharmaceuticals Inc. | June 10, 2026 | 2026 EQUITY INDUCEMENT PLAN To consider, and if deemed advisable, ratify and approve the adoption of Fennec's 2026 Equity Inducement Plan. Compensation |
Board | For | AGAINST 2 funds |
FOR 1 fund |
| Fennec Pharmaceuticals Inc. | June 10, 2026 | AMENDMENT TO 2020 EQUITY INCENTIVE PLAN To consider, and if deemed advisable, approve an increase in the number of Common Shares which are reserved for issuance under Fennec's 2020 Equity Incentive Plan. Compensation |
Board | For | AGAINST 2 funds |
FOR 1 fund |
| Ford Motor Company | May 14, 2026 | Election of Directors: Jon M. Huntsman, Jr. Director Elections |
Board | For | FOR 23 funds |
AGAINST 14 funds |
| Ford Motor Company | May 14, 2026 | Election of Directors: William E. Kennard Director Elections |
Board | For | FOR 23 funds |
AGAINST 14 funds |
| GARMIN LTD | June 5, 2026 | Re-election of Min H. Kao as Executive Chairman Corporate Governance |
Board | For | FOR 19 funds |
AGAINST 12 funds |
| GARTNER, INC. | May 28, 2026 | Approval, on an advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 27 funds |
FOR 14 funds |
| GARTNER, INC. | May 28, 2026 | Election of Directors to be elected for terms expiring in 2027: Anne Sutherland Fuchs Director Elections |
Board | For | AGAINST 19 funds |
FOR 13 funds |
| GARTNER, INC. | May 28, 2026 | Election of Directors to be elected for terms expiring in 2027: Diana S. Ferguson Director Elections |
Board | For | AGAINST 19 funds |
FOR 13 funds |
| GARTNER, INC. | May 28, 2026 | Election of Directors to be elected for terms expiring in 2027: Karen E. Dykstra Director Elections |
Board | For | AGAINST 19 funds |
FOR 13 funds |
| GARTNER, INC. | May 28, 2026 | Election of Directors to be elected for terms expiring in 2027: Richard J. Bressler Director Elections |
Board | For | AGAINST 19 funds |
FOR 13 funds |
| GARTNER, INC. | May 28, 2026 | Election of Directors to be elected for terms expiring in 2027: Stephen G. Pagliuca Director Elections |
Board | For | AGAINST 19 funds |
FOR 13 funds |
| GARTNER, INC. | May 28, 2026 | Election of Directors to be elected for terms expiring in 2027: William O. Grabe Director Elections |
Board | For | AGAINST 19 funds |
FOR 13 funds |
| GENASYS INC. | March 17, 2026 | To consider an advisory vote on the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| GENERAC HOLDINGS INC. | June 11, 2026 | Election of Class II Directors: Bennett J. Morgan Director Elections |
Board | For | AGAINST 17 funds |
FOR 15 funds |
| GEVO, INC. | May 20, 2026 | To cast an advisory (non-binding) vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 3 funds |
| GINKGO BIOWORKS HOLDINGS, INC. | June 11, 2026 | Advisory vote to approve executive compensation. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 4 funds |
| GLAUKOS CORPORATION | May 28, 2026 | Approval, on an advisory basis, of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 18 funds |
AGAINST 9 funds |
| GLOBAL PAYMENTS INC. | April 30, 2026 | Approval, on an advisory basis, of the compensation of the company's named executive officers for 2025. Say-on-Pay |
Board | For | FOR 28 funds |
AGAINST 14 funds |
| GOODRX HOLDINGS, 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 7 funds |
AGAINST 4 funds |
| GPGI, Inc. | June 11, 2026 | Election of Directors: Mark R. James Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 4 funds |
| GRID DYNAMICS HOLDINGS, INC. | December 23, 2025 | The approval of 3,500,000 additional shares under the Grid Dynamics Holdings, Inc. 2020 Equity Incentive Plan. Compensation |
Board | For | AGAINST 11 funds |
FOR 3 funds |
| GRID DYNAMICS HOLDINGS, INC. | December 23, 2025 | The approval, on a non-binding advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 15 funds |
FOR 4 funds |
| Garmin Ltd. | June 5, 2026 | Re-election of four Compensation Committee members: Jonathan C. Burrell Director Elections |
Board | For | AGAINST 19 funds |
FOR 12 funds |
| Garmin Ltd. | June 5, 2026 | Re-election of six directors: Jonathan C. Burrell Director Elections |
Board | For | AGAINST 19 funds |
FOR 12 funds |
| Getty Realty Corp. | April 21, 2026 | Election of Directors: Evelyn Leon Infurna Director Elections |
Board | For | WITHHOLD 14 funds |
FOR 5 funds |
| Getty Realty Corp. | April 21, 2026 | Election of Directors: Milton Cooper Director Elections |
Board | For | WITHHOLD 14 funds |
FOR 5 funds |
| Getty Realty Corp. | April 21, 2026 | Election of Directors: Philip E. Coviello Director Elections |
Board | For | WITHHOLD 14 funds |
FOR 5 funds |
| Global Net Lease, Inc. | May 21, 2026 | Election of Directors: Leslie D. Michelson Director Elections |
Board | For | WITHHOLD 10 funds |
FOR 10 funds |
| Globalstar, Inc. | May 13, 2026 | Election of Class B Directors: James F. Lynch Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 4 funds |
| Gossamer Bio, Inc. | June 4, 2026 | Election of Class II Directors: Russell Cox Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 3 funds |
| Graco Inc. | April 24, 2026 | Election of Directors: Martha A. Morfitt Director Elections |
Board | For | AGAINST 18 funds |
FOR 12 funds |
| Gravity Co. Ltd. | March 27, 2026 | Approval of Consolidated and Non-consolidated Financial Statements for the Fiscal Year 2025 Capital Structure |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| Grocery Outlet Holding Corp. | June 1, 2026 | Election of Directors: Mary Kay Haben Director Elections |
Board | For | AGAINST 10 funds |
FOR 6 funds |
| Guardant Health, Inc. | June 17, 2026 | Election of Class II Directors: Ian Clark Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 8 funds |
| HARMONY BIOSCIENCES HOLDINGS, INC. | May 14, 2026 | Non-binding, advisory vote on the compensation of our named executive officers pursuant to the SEC's compensation disclosure rules. Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 6 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.