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 |
|---|---|---|---|---|---|---|
| HARROW INC. | June 18, 2026 | To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers as presented in the proxy statement. Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 5 funds |
| HCA Healthcare, Inc. | April 23, 2026 | Election of Directors: Hugh F. Johnston Director Elections |
Board | For | FOR 18 funds |
AGAINST 14 funds |
| HCA Healthcare, Inc. | April 23, 2026 | Election of Directors: Michael W. Michelson Director Elections |
Board | For | AGAINST 18 funds |
FOR 14 funds |
| HCA Healthcare, Inc. | April 23, 2026 | Election of Directors: Nancy-Ann DeParle Director Elections |
Board | For | AGAINST 18 funds |
FOR 14 funds |
| HCI GROUP, INC. | June 10, 2026 | Approval, on an advisory basis, of the compensation of the named executive officers. Say-on-Pay |
Board | For | FOR 12 funds |
AGAINST 5 funds |
| HEARTFLOW, INC. | June 16, 2026 | Election of the two nominees as Class I directors to serve until the 2029 annual meeting of stockholders and until their successors are duly elected and qualified. Julie A. Cullivan Director Elections |
Board | For | FOR 5 funds |
WITHHOLD 4 funds |
| HEICO Corporation | March 13, 2026 | ELECTION OF HEICO'S BOARD OF DIRECTORS FOR THE ENSUING YEAR: Dr. Alan Schriesheim Director Elections |
Board | For | AGAINST 11 funds |
FOR 11 funds |
| HERBALIFE LTD. | April 30, 2026 | Election of Directors: Des Walsh Director Elections |
Board | For | FOR 3 funds |
AGAINST 8 funds |
| HERON THERAPEUTICS, INC. | June 11, 2026 | To approve the amendment and restatement of the Company's 2007 Amended and Restated Equity Incentive Plan, to, among other things, increase the number of shares of common stock authorized for issuance thereunder by an additional 16,560,000 shares. Compensation |
Board | For | AGAINST 4 funds |
FOR 4 funds |
| HIGHPEAK ENERGY, INC. | June 2, 2026 | Advisory, non-binding resolution regarding the compensation of our Named Executive Officers for 2025 Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 4 funds |
| HIGHPEAK ENERGY, INC. | June 2, 2026 | Election of Director: Jason A. Edgeworth Director Elections |
Board | For | FOR 3 funds |
WITHHOLD 3 funds |
| HIMS & HERS HEALTH, INC. | June 11, 2026 | Advisory approval of the Company's executive compensation. Say-on-Pay |
Board | For | AGAINST 15 funds |
FOR 9 funds |
| HOLOGIC, INC. | February 5, 2026 | A proposal to approve, on an advisory (non-binding) basis, the compensation that may be paid or become payable to the named executive officers of the Company in connection with the transactions contemplated by the merger agreement, including consummation of the merger. Say-on-Pay |
Board | For | FOR 26 funds |
AGAINST 15 funds |
| HOME BANCSHARES, INC. | April 16, 2026 | Election of Directors: Jim Rankin, Jr. Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 9 funds |
| HORMEL FOODS CORPORATION | January 27, 2026 | Elect a board of 12 directors: William A. Newlands Director Elections |
Board | For | AGAINST 23 funds |
FOR 13 funds |
| HOWMET AEROSPACE INC. | May 19, 2026 | Advisory vote to approve executive compensation. Say-on-Pay |
Board | For | AGAINST 29 funds |
FOR 16 funds |
| HUMACYTE, INC. | June 9, 2026 | Approval, on an advisory basis, of the compensation paid to Humacyte, Inc.'s named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 5 funds |
| HYATT HOTELS CORPORATION | May 20, 2026 | Approval, on an advisory basis, of the compensation paid to our named executive officers as disclosed pursuant to the Securities and Exchange Commission's compensation disclosure rules. Say-on-Pay |
Board | For | AGAINST 21 funds |
FOR 12 funds |
| Halliburton Company | May 20, 2026 | Election of Directors: Tobi M. Edwards Young Director Elections |
Board | For | FOR 22 funds |
AGAINST 13 funds |
| Hayward Holdings, Inc. | May 21, 2026 | Election of Directors: Arthur Soucy Director Elections |
Board | For | WITHHOLD 12 funds |
FOR 8 funds |
| HealthStream, Inc. | May 28, 2026 | To elect three Class II directors (A. Alex Jahangir, Jeffrey L. McLaren, and Linda E. Rebrovick) to hold office for a term of three (3) years and until their successors have been duly elected and qualified: A. Alex Jahangir Director Elections |
Board | For | WITHHOLD 11 funds |
FOR 4 funds |
| Helmerich & Payne, Inc. | March 4, 2026 | Election of Directors: John D. Zeglis Director Elections |
Board | For | AGAINST 12 funds |
FOR 8 funds |
| Helmerich & Payne, Inc. | March 4, 2026 | Election of Directors: Randy A. Foutch Director Elections |
Board | For | AGAINST 12 funds |
FOR 8 funds |
| Hovnanian Enterprises, Inc. | March 31, 2026 | Election of Directors: Edward A. Kangas Director Elections |
Board | For | AGAINST 5 funds |
FOR 6 funds |
| Hovnanian Enterprises, Inc. | March 31, 2026 | Election of Directors: Joseph A. Marengi Director Elections |
Board | For | AGAINST 5 funds |
FOR 6 funds |
| Hovnanian Enterprises, Inc. | March 31, 2026 | Election of Directors: Robert B. Coutts Director Elections |
Board | For | AGAINST 5 funds |
FOR 6 funds |
| Howard Hughes Holdings Inc. | September 30, 2025 | Election of Directors: Anthony Williams Director Elections |
Board | For | AGAINST 5 funds |
FOR 9 funds |
| Howard Hughes Holdings Inc. | September 30, 2025 | Election of Directors: R. Scot Sellers Director Elections |
Board | For | AGAINST 5 funds |
FOR 9 funds |
| IDT CORPORATION | December 11, 2025 | Election of Directors: Elaine S. Yatzkan Director Elections |
Board | For | AGAINST 6 funds |
FOR 8 funds |
| IDT CORPORATION | December 11, 2025 | Election of Directors: Howard S. Jonas Director Elections |
Board | For | AGAINST 6 funds |
FOR 8 funds |
| IHEARTMEDIA, INC. | June 4, 2026 | The approval, on an advisory (non-binding) basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 8 funds |
| IMAX Corporation | June 10, 2026 | Election of Directors Election of the ten nominees for the Board of Directors: Jennifer Wong Director Elections |
Board | For | FOR 5 funds |
AGAINST 2 funds |
| IMMERSION CORPORATION | April 6, 2026 | Advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 3 funds |
| INFINITY NATURAL RESOURCES, INC. | June 9, 2026 | To approve, pursuant to NYSE Rule 312.03, the issuance of shares of Class A common stock upon the conversion of shares of Series A Convertible Preferred Stock, or otherwise issued pursuant to the Securities Purchase Agreement, dated February 18, 2026 by and among the Company and each of the investors listed on Schedule I attached thereto (the ''Preferred Purchasers'' and, such agreement, the ''Securities Purchase Agreement'') and the corresponding Certificate of Designation of Series A Convertible Preferred Stock of Infinity Natural Resources, Inc. Capital Structure |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| INNOVATIVE INDUSTRIAL PROPERTIES, 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 | FOR 18 funds |
AGAINST 10 funds |
| INSEEGO CORP. | June 16, 2026 | Approve, in an advisory vote, the compensation paid to the Company's named executive officers, as presented in the proxy statement. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 3 funds |
| INTERACTIVE BROKERS GROUP, INC. | April 23, 2026 | To approve an amendment to the Company's 2007 Stock Incentive Plan. Compensation |
Board | For | AGAINST 17 funds |
FOR 15 funds |
| INTUITIVE SURGICAL, INC. | April 30, 2026 | To approve the amendment and restatement of the Company's Amended and Restated 2010 Incentive Award Plan. Compensation |
Board | For | FOR 26 funds |
AGAINST 15 funds |
| IONQ, INC. | June 16, 2026 | To elect two Class II directors to hold office until our 2029 Annual Meeting of Stockholders and until a successor is duly elected and qualified or until earlier resignation or removal. Kathryn K. Chou Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 9 funds |
| IPG PHOTONICS CORPORATION | May 12, 2026 | Advisory Approval of our Executive Compensation Say-on-Pay |
Board | For | FOR 17 funds |
AGAINST 9 funds |
| IREN LIMITED | November 19, 2025 | Approve the repurchase by IREN of its ordinary shares pursuant to the Capped Call Transactions (as defined in the Proxy Statement). Capital Structure |
Board | For | AGAINST 2 funds |
FOR 1 fund |
| ImmunityBio, Inc. | June 9, 2026 | Election of Directors: Patrick Soon-Shiong, M.D. Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 4 funds |
| InnovAge Holding Corp. | December 4, 2025 | Election of Class II Directors: James G. Carlson Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 3 funds |
| Interactive Brokers Group, Inc. | April 23, 2026 | Election of Directors: Lawrence E. Harris Director Elections |
Board | For | AGAINST 17 funds |
FOR 15 funds |
| Interactive Brokers Group, Inc. | April 23, 2026 | Election of Directors: Thomas Peterffy Director Elections |
Board | For | AGAINST 17 funds |
FOR 15 funds |
| Ivanhoe Electric Inc. | June 4, 2026 | Election of Directors: Priya Patil Director Elections |
Board | For | AGAINST 6 funds |
FOR 4 funds |
| Ivanhoe Electric Inc. | June 4, 2026 | Election of Directors: Sofia Bianchi Director Elections |
Board | For | FOR 6 funds |
AGAINST 4 funds |
| J.B. HUNT TRANSPORT SERVICES, INC. | April 23, 2026 | Election of Directors: James L. Robo Director Elections |
Board | For | AGAINST 21 funds |
FOR 14 funds |
| JACK IN THE BOX INC. | February 27, 2026 | Approval of an Amendment to the Jack in the Box Inc. 2023 Omnibus Incentive Plan to Increase the Number of Shares Available for Issuance. Compensation |
Board | Contested | AGAINST 3 funds |
FOR 7 funds |
| JAKKS PACIFIC, INC. | June 5, 2026 | To conduct an advisory vote on executive compensation. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 3 funds |
| JANUS HENDERSON GROUP PLC | May 29, 2026 | Approval to Increase the Cap on Aggregate Annual Compensation for Non-Executive Directors. Compensation |
Board | For | AGAINST 13 funds |
FOR 11 funds |
| JANUS HENDERSON GROUP PLC | May 29, 2026 | Election of Directors: Kalpana Desai Director Elections |
Board | For | AGAINST 13 funds |
FOR 11 funds |
| JEFFERIES FINANCIAL GROUP INC. | March 26, 2026 | Advisory vote to approve 2025 executive-compensation program. Say-on-Pay |
Board | For | AGAINST 15 funds |
FOR 14 funds |
| Jefferies Financial Group Inc. | March 26, 2026 | Election of Directors: Linda L. Adamany Director Elections |
Board | For | AGAINST 9 funds |
FOR 13 funds |
| John B. Sanfilippo & Son, Inc. | October 29, 2025 | Election of Directors: Mercedes Romero Director Elections |
Board | For | FOR 10 funds |
WITHHOLD 7 funds |
| KBR, Inc. | May 14, 2026 | Election of Directors: Lynn A. Dugle Director Elections |
Board | For | AGAINST 14 funds |
FOR 13 funds |
| KESTRA MEDICAL TECHNOLOGIES, LTD. | September 3, 2025 | The approval of the Kestra Medical Technologies, Ltd. 2025 Employee Stock Purchase Plan. Compensation |
Board | For | FOR 1 fund |
AGAINST 4 funds |
| KEYSIGHT TECHNOLOGIES, INC. | March 19, 2026 | Election of Directors: Richard P. Hamada Director Elections |
Board | For | AGAINST 20 funds |
FOR 14 funds |
| KFORCE INC. | April 22, 2026 | Approve the Kforce Inc. 2026 Stock Incentive Plan. Compensation |
Board | For | AGAINST 5 funds |
FOR 8 funds |
| KORU MEDICAL SYSTEMS, INC. | May 19, 2026 | Approval of an amendment to the 2024 Omnibus Equity Incentive Plan to increase the available number of shares. Compensation |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| KORU Medical Systems, Inc. | May 19, 2026 | Election of Directors: R. John Fletcher Director Elections |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| KRISPY KREME, INC. | June 10, 2026 | To approve the Amendment and Restatement of the Krispy Kreme, Inc. 2021 Omnibus Incentive Plan; Compensation |
Board | For | FOR 4 funds |
AGAINST 4 funds |
| KRONOS WORLDWIDE, INC. | May 13, 2026 | Election of Directors: R. Gerald Turner Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 3 funds |
| KRYSTAL BIOTECH, INC. | May 15, 2026 | Approval of the Company's Non-Employee Director Compensation Policy. Compensation |
Board | For | FOR 12 funds |
AGAINST 5 funds |
| KURA ONCOLOGY, INC. | June 4, 2026 | Election of three Class III directors for three-year terms: Mary T. Szela Director Elections |
Board | For | FOR 5 funds |
WITHHOLD 4 funds |
| Kaltura, Inc. | June 24, 2026 | Election of Directors: Ronen Faier Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 4 funds |
| Kirby Corporation | April 27, 2026 | Election of three Class I Directors: Richard J. Alario Director Elections |
Board | For | AGAINST 13 funds |
FOR 9 funds |
| Knife River Corporation | May 20, 2026 | Election of Two Class III Directors: Karen B. Fagg Director Elections |
Board | For | AGAINST 9 funds |
FOR 7 funds |
| Korn Ferry | September 18, 2025 | Election of Directors: Doyle N. Beneby Director Elections |
Board | For | AGAINST 11 funds |
FOR 8 funds |
| Kosmos Energy Ltd. | May 28, 2026 | Elect Class I Directors to 3-year term: Maria Moraeus Hanssen Director Elections |
Board | For | AGAINST 5 funds |
FOR 7 funds |
| Kura Sushi USA, Inc. | January 21, 2026 | Election of Directors: Carin L. Stutz Director Elections |
Board | For | FOR 4 funds |
AGAINST 4 funds |
| LAMAR ADVERTISING COMPANY | May 14, 2026 | Approval of an amendment and restatement of the Company's 2019 Employee Stock Purchase Plan. Compensation |
Board | For | FOR 13 funds |
AGAINST 16 funds |
| LANZATECH GLOBAL, INC. | July 28, 2025 | To approve an amendment to LanzaTech's Second Amended and Restated Certificate of Incorporation (the ''Certificate of Incorporation'') to increase the number of authorized shares of LanzaTech's common stock (''Common Stock'') from 600,000,000 to 2,580,000,000 (which will result in an increase in the total number of authorized shares of capital stock of the Company from 620,000,000 to 2,600,000,000) (the ''Increased Authorized Shares Proposal''). Capital Structure |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| LATTICE SEMICONDUCTOR CORPORATION | May 1, 2026 | To approve on a non-binding, advisory basis, our Named Executive Officer's compensation. Say-on-Pay |
Board | For | FOR 19 funds |
AGAINST 14 funds |
| LAZARD INC. | May 21, 2026 | Approval of the amendment to the Lazard Inc. 2018 Incentive Compensation Plan. Compensation |
Board | For | FOR 7 funds |
AGAINST 10 funds |
| LEGGETT & PLATT, INCORPORATED | May 21, 2026 | Election of directors: Joseph W. McClanathan Director Elections |
Board | For | AGAINST 10 funds |
FOR 7 funds |
| LENNAR CORPORATION | April 8, 2026 | Approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 28 funds |
AGAINST 14 funds |
| LIBERTY LIVE HOLDINGS, INC. | May 11, 2026 | The say-on-pay proposal, to approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 1 fund |
| LIFEVANTAGE CORPORATION | November 6, 2025 | To approve an amendment to the 2017 Long-Term Incentive Plan. Compensation |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| 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 | FOR 6 funds |
AGAINST 3 funds |
| LINCOLN NATIONAL CORPORATION | May 28, 2026 | The approval of an advisory resolution on the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 20 funds |
FOR 13 funds |
| LIONSGATE STUDIOS CORP. | March 17, 2026 | Election of Directors: Emily Fine Director Elections |
Board | For | FOR 3 funds |
WITHHOLD 9 funds |
| LIONSGATE STUDIOS CORP. | March 17, 2026 | Election of Directors: Gordon Crawford Director Elections |
Board | For | FOR 3 funds |
WITHHOLD 9 funds |
| LIONSGATE STUDIOS CORP. | March 17, 2026 | Election of Directors: Harry E. Sloan Director Elections |
Board | For | FOR 3 funds |
WITHHOLD 9 funds |
| LIONSGATE STUDIOS CORP. | March 17, 2026 | Election of Directors: John D. Harkey Director Elections |
Board | For | FOR 3 funds |
WITHHOLD 9 funds |
| LIONSGATE STUDIOS CORP. | March 17, 2026 | Election of Directors: Jon Feltheimer Director Elections |
Board | For | FOR 3 funds |
WITHHOLD 9 funds |
| LIONSGATE STUDIOS CORP. | March 17, 2026 | Election of Directors: Mark H. Rachesky Director Elections |
Board | For | FOR 3 funds |
WITHHOLD 9 funds |
| LIONSGATE STUDIOS CORP. | March 17, 2026 | Election of Directors: Michael T. Fries Director Elections |
Board | For | FOR 3 funds |
WITHHOLD 9 funds |
| LIONSGATE STUDIOS CORP. | March 17, 2026 | Election of Directors: Richard Rosenblatt Director Elections |
Board | For | FOR 3 funds |
WITHHOLD 9 funds |
| LIONSGATE STUDIOS CORP. | March 17, 2026 | Election of Directors: Susan McCaw Director Elections |
Board | For | FOR 3 funds |
WITHHOLD 9 funds |
| LIONSGATE STUDIOS CORP. | March 17, 2026 | Election of Directors: Yvette Ostolaza Director Elections |
Board | For | FOR 3 funds |
WITHHOLD 9 funds |
| LIQUIDITY SERVICES, INC. | February 26, 2026 | Election of Directors: Jaime Mateus-Tique Director Elections |
Board | For | WITHHOLD 9 funds |
FOR 4 funds |
| LIVE OAK BANCSHARES, INC. | May 19, 2026 | Omnibus Stock Incentive Plan. Proposal to approve the Live Oak Bancshares, Inc. 2026 Omnibus Stock Incentive Plan. Compensation |
Board | For | FOR 2 funds |
AGAINST 4 funds |
| LOUISIANA-PACIFIC CORPORATION | May 1, 2026 | Advisory vote to approve named executive officer compensation Say-on-Pay |
Board | For | FOR 21 funds |
AGAINST 13 funds |
| LUCID GROUP, INC. | June 4, 2026 | To approve the amendment and restatement of the Lucid Group, Inc. Amended and Restated 2021 Stock Incentive Plan Compensation |
Board | For | FOR 6 funds |
AGAINST 5 funds |
| LULULEMON ATHLETICA INC. | June 25, 2026 | Advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | Contested | AGAINST 28 funds |
FOR 14 funds |
| LUMENTUM HOLDINGS INC. | November 19, 2025 | To approve the 2025 Equity Incentive Plan. Compensation |
Board | For | FOR 12 funds |
AGAINST 12 funds |
| LUMENTUM HOLDINGS INC. | November 19, 2025 | To approve, on a non-binding, advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 18 funds |
FOR 14 funds |
| LUMINAR TECHNOLOGIES, INC. | July 3, 2025 | To approve for purposes of complying with Nasdaq Listing Rule 5635(d), the full issuance of shares of Class A common stock pursuant to that certain Securities Purchase Agreement, dated May 19, 2025 entered into in connection with a Series A Convertible Preferred Stock financing with certain institutional accredited investors, without giving effect to the 19.99% cap under Nasdaq Listing Rule 5635(d). Capital Structure |
Board | For | AGAINST 3 funds |
FOR 4 funds |
| LUMINAR TECHNOLOGIES, INC. | July 3, 2025 | To approve on an advisory (non-binding) basis of the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 5 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.