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 |
|---|---|---|---|---|---|---|
| PEAKSTONE REALTY TRUST | April 29, 2026 | To approve, on a nonbinding, advisory basis, the compensation that may be paid or become payable to the named executive officers of the Company that is based on or otherwise relates to the Company Merger and the Partnership Merger (as defined in the accompanying proxy statement). Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 9 funds |
| PENSKE AUTOMOTIVE GROUP, INC. | May 13, 2026 | Election of Directors: H. Brian Thompson Director Elections |
Board | For | WITHHOLD 12 funds |
FOR 12 funds |
| PERFORMANT HEALTHCARE, INC. | October 17, 2025 | Non-Binding, Advisory Vote on Named Executive Officers Merger-Related Compensation Say-on-Pay |
Board | For | AGAINST 4 funds |
FOR 3 funds |
| PETCO HEALTH AND WELLNESS COMPANY, INC. | July 24, 2025 | To approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 8 funds |
| PETCO HEALTH AND WELLNESS COMPANY, INC. | June 30, 2026 | To approve the Second Amendment to the Company's 2021 Equity Incentive Plan to increase the number of shares of Class A Common Stock authorized for issuance under the plan. Compensation |
Board | For | AGAINST 4 funds |
FOR 7 funds |
| PETCO HEALTH AND WELLNESS COMPANY, INC. | June 30, 2026 | To approve, on a non-binding, advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 8 funds |
| PHIBRO ANIMAL HEALTH CORPORATION | November 4, 2025 | Ratification of the selection of PricewaterhouseCoopers LLP as the Company's independent registered public accounting firm for the fiscal year ending June 30, 2026. Audit-related |
Board | For | FOR 11 funds |
AGAINST 5 funds |
| PINTEREST, INC. | May 21, 2026 | Approve, on a non-binding advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 24 funds |
FOR 14 funds |
| PLAYTIKA HOLDING CORP. | June 11, 2026 | Advisory Vote to Approve the Compensation of Our Named Executive Officers ("Say-on-Pay" Proposal). Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 5 funds |
| PLIANT THERAPEUTICS, INC. | June 11, 2026 | To approve, by non-binding advisory vote, the resolution approving Named Executive Officer compensation. Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| PLYMOUTH INDUSTRIAL REIT, INC. | January 22, 2026 | To approve, by a non-binding, advisory vote, the compensation that may be paid or become payable to the Company's named executive officers in connection with the transactions contemplated by the Merger Agreement. Say-on-Pay |
Board | For | AGAINST 10 funds |
FOR 7 funds |
| POWERFLEET, INC. | September 16, 2025 | Approval, on an advisory basis, of the Company's executive compensation. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 3 funds |
| PPG Industries, Inc. | April 16, 2026 | Election of Directors: Catherine R. Smith Director Elections |
Board | For | FOR 22 funds |
AGAINST 14 funds |
| PRA GROUP, INC. | June 16, 2026 | Approval of an amendment to increase the share authorization under PRA Group, Inc.'s 2022 Omnibus Incentive Plan. Compensation |
Board | For | AGAINST 9 funds |
FOR 7 funds |
| PRIORITY TECHNOLOGY HOLDINGS, INC. | June 11, 2026 | To approve, on a non-binding advisory basis, the compensation of our Named Executive Officers. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 5 funds |
| PRO-DEX, INC. | November 20, 2025 | To amend the 2016 Equity Incentive Plan in order to extend its term for an additional ten years. Compensation |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| PROTALIX BIOTHERAPEUTICS, INC. | June 25, 2026 | To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers as disclosed in the proxy statement that accompanies this notice; Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 2 funds |
| PROTARA THERAPEUTICS, INC. | June 12, 2026 | Approval of an amendment to the Protara Therapeutics, Inc. 2024 Equity Incentive Plan Compensation |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| PULMONX CORPORATION | June 4, 2026 | To conduct a non-binding advisory vote to approve our executive compensation. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 2 funds |
| Pangaea Logistics Solutions Ltd. | May 7, 2026 | Election of Class III Directors: Gary Vogel Director Elections |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| Payoneer Global Inc. | June 9, 2026 | Election of Directors: Amir Goldman Director Elections |
Board | For | AGAINST 12 funds |
FOR 4 funds |
| Perpetua Resources Corp. | June 4, 2026 | Election of Directors: Marcelo Kim Director Elections |
Board | For | AGAINST 5 funds |
FOR 2 funds |
| Phoenix Education Partners, Inc. | February 12, 2026 | Election of Directors: Itai Wallach Director Elections |
Board | For | AGAINST 2 funds |
FOR 3 funds |
| Phoenix Education Partners, Inc. | February 12, 2026 | Election of Directors: Johannes Worsoe Director Elections |
Board | For | AGAINST 2 funds |
FOR 3 funds |
| Phoenix Education Partners, Inc. | February 12, 2026 | Election of Directors: Peter Cohen Director Elections |
Board | For | AGAINST 2 funds |
FOR 3 funds |
| Pitney Bowes Inc. | May 12, 2026 | Election of Directors: Catherine Levene Director Elections |
Board | For | AGAINST 10 funds |
FOR 7 funds |
| Playtika Holding Corp. | June 11, 2026 | Election of Six Directors: Hong Du Director Elections |
Board | For | FOR 3 funds |
WITHHOLD 4 funds |
| Pool Corporation | April 29, 2026 | Election of Directors: John E. Stokely Director Elections |
Board | For | AGAINST 16 funds |
FOR 15 funds |
| Precigen, Inc. | June 18, 2026 | Company Proposal - Election of Directors: Cesar Alvarez Director Elections |
Board | For | AGAINST 5 funds |
FOR 4 funds |
| Preformed Line Products Company | May 4, 2026 | To elect four directors, each for a term expiring in 2028: David C. Sunkle Director Elections |
Board | For | AGAINST 4 funds |
FOR 5 funds |
| Preformed Line Products Company | May 4, 2026 | To elect four directors, each for a term expiring in 2028: Glenn E. Corlett Director Elections |
Board | For | AGAINST 4 funds |
FOR 5 funds |
| Preformed Line Products Company | May 4, 2026 | To elect four directors, each for a term expiring in 2028: J. Ryan Ruhlman Director Elections |
Board | For | AGAINST 4 funds |
FOR 5 funds |
| Preformed Line Products Company | May 4, 2026 | To elect four directors, each for a term expiring in 2028: R. Steven Kestner Director Elections |
Board | For | AGAINST 4 funds |
FOR 5 funds |
| PrimeEnergy Resources Corporation | June 10, 2026 | Election of Directors: Clint Hurt Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 2 funds |
| PrimeEnergy Resources Corporation | June 10, 2026 | Election of Directors: H. Gifford Fong Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 2 funds |
| PrimeEnergy Resources Corporation | June 10, 2026 | Election of Directors: Thomas S. T. Gimbel Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 2 funds |
| Pulse Biosciences, Inc. | December 9, 2025 | Election of Directors: Manmeet S. Soni Director Elections |
Board | For | AGAINST 4 funds |
FOR 4 funds |
| QUICKLOGIC CORPORATION | May 7, 2026 | To approve, on a non-binding advisory basis, the compensation of QuickLogic's named executive officers. Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| Qorvo, Inc. | August 13, 2025 | Election of Directors: Roderick D. Nelson Director Elections |
Board | For | AGAINST 12 funds |
FOR 12 funds |
| RACKSPACE TECHNOLOGY, INC. | June 18, 2026 | Approve an amendment to the Company's 2020 Equity Incentive Plan to increase the number of shares of common stock authorized to be issued under the plan. Compensation |
Board | For | AGAINST 3 funds |
FOR 4 funds |
| RACKSPACE TECHNOLOGY, INC. | June 18, 2026 | Non-binding advisory vote to approve the compensation of the Company's named executive officers as described in the proxy statement. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 5 funds |
| RAMACO RESOURCES, INC. | June 10, 2026 | To approve an amendment to the Ramaco Resources, Inc. Long-Term Incentive Plan ("LTIP") to increase the number of shares of Class A common stock subject to the LTIP by an additional 4,000,000 shares. Compensation |
Board | For | FOR 5 funds |
AGAINST 4 funds |
| RANPAK HOLDINGS CORP | May 21, 2026 | Company Proposal - To approve, for the purpose of complying with NYSE Listing Rule 312.03(c), the issuance of certain shares of our common stock upon the exercise of a warrant issued by the Company to Walmart Inc. Capital Structure |
Board | For | AGAINST 3 funds |
FOR 3 funds |
| RBC BEARINGS INCORPORATED | September 4, 2025 | To consider a resolution regarding the stockholder advisory vote on named executive officer compensation. Compensation |
Board | For | FOR 16 funds |
AGAINST 13 funds |
| RCM TECHNOLOGIES, INC. | December 18, 2025 | Advisory vote to approve the compensation of our named executive officers for 2024. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 3 funds |
| RED CAT HOLDINGS INC | June 18, 2026 | A non-binding advisory vote to approve the compensation of the Company's Named Executive Officers. Say-on-Pay |
Board | For | FOR 12 funds |
AGAINST 5 funds |
| REGENXBIO INC. | May 29, 2026 | To approve a stock option exchange for our executive employees. Compensation |
Board | For | AGAINST 5 funds |
FOR 4 funds |
| REGENXBIO INC. | May 29, 2026 | To approve a stock option exchange for our non-executive employees. Compensation |
Board | For | AGAINST 5 funds |
FOR 4 funds |
| REGIONAL MANAGEMENT CORP. | May 14, 2026 | Re-approval of the Regional Management Corp. 2024 Long-Term Incentive Plan (as amended and restated effective as of May 14, 2026). Compensation |
Board | For | AGAINST 2 funds |
FOR 6 funds |
| RELMADA THERAPEUTICS, INC. | May 27, 2026 | To approve an amendment to the Relmada Therapeutics, Inc. 2021 Equity Incentive Plan to increase the shares of our common stock available for issuance thereunder by 3.0 million shares. Compensation |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| REPLIMUNE GROUP INC | September 3, 2025 | Election of Directors: Kapil Dhingra Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 4 funds |
| REPLIMUNE GROUP INC | September 3, 2025 | Election of Directors: Philip Astley-Sparke Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 4 funds |
| RIBBON COMMUNICATIONS INC. | June 3, 2026 | To approve, on a non-binding, advisory basis, the compensation of Ribbon Communication Inc.'s named executive officers as disclosed in the "Compensation Discussion and Analysis" section and the accompanying compensation tables and related narratives contained in the Proxy Statement. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 4 funds |
| RICHARDSON ELECTRONICS, LTD. | October 7, 2025 | To approve an amendment to the Amended and Restated 2011 Long-Term Incentive Plan to increase the number of shares available for issuance under the Plan. Compensation |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| RICHTECH ROBOTICS INC | September 29, 2025 | Election of Stephen Markscheid to hold office until the 2028 Annual Meeting of Stockholders or his successor is elected and qualified. Stephen Markscheid Director Elections |
Board | For | FOR 3 funds |
WITHHOLD 2 funds |
| RIGEL PHARMACEUTICALS, INC. | May 14, 2026 | To ratify the selection of Ernst & Young LLP as the independent registered public accounting firm of the Company for its fiscal year ending December 31, 2026. Audit-related |
Board | For | FOR 4 funds |
AGAINST 5 funds |
| RINGCENTRAL, INC. | December 31, 2025 | To approve, on an advisory, non-binding basis, the named executive officers' compensation, as disclosed in the proxy statement (Proposal Three). Say-on-Pay |
Board | For | FOR 12 funds |
AGAINST 11 funds |
| RITHM PROPERTY TRUST INC. | June 2, 2026 | To approve (on a non-binding advisory basis) the compensation of the named executive officers as described in the accompanying materials. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 3 funds |
| ROCKET LAB CORPORATION | August 27, 2025 | To approve, on a non-binding advisory basis, the compensation of our named executive officers disclosed in the accompanying proxy statement. Say-on-Pay |
Board | For | FOR 16 funds |
AGAINST 6 funds |
| RXO, Inc. | May 12, 2026 | Election of Directors: Thomas Szlosek Director Elections |
Board | For | FOR 11 funds |
AGAINST 7 funds |
| Radiant Logistics, Inc. | November 13, 2025 | Election of Directors: Richard P. Palmieri Director Elections |
Board | For | FOR 4 funds |
AGAINST 2 funds |
| Regeneron Pharmaceuticals, Inc. | June 12, 2026 | Election of Directors: Christine A. Poon Director Elections |
Board | For | AGAINST 22 funds |
FOR 13 funds |
| Regeneron Pharmaceuticals, Inc. | June 12, 2026 | Election of Directors: Craig B. Thompson, M.D. Director Elections |
Board | For | AGAINST 22 funds |
FOR 13 funds |
| Regeneron Pharmaceuticals, Inc. | June 12, 2026 | Election of Directors: Joseph L. Goldstein, M.D. Director Elections |
Board | For | AGAINST 22 funds |
FOR 13 funds |
| RenaissanceRe Holdings Ltd. | May 5, 2026 | Election of Directors: James L. Gibbons Director Elections |
Board | For | AGAINST 13 funds |
FOR 9 funds |
| Reservoir Media, Inc. | August 7, 2025 | Election of Directors: Rell Lafargue Director Elections |
Board | For | AGAINST 3 funds |
FOR 2 funds |
| Resolute Holdings Management, Inc. | June 11, 2026 | Election of Directors: Brian F. Hughes Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 3 funds |
| Resolute Holdings Management, Inc. | June 11, 2026 | Election of Directors: Joseph J. DeAngelo Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 3 funds |
| Resolute Holdings Management, Inc. | June 11, 2026 | Election of Directors: Mark R. James Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 3 funds |
| Revolve Group, Inc. | June 5, 2026 | The election of directors: Melanie Cox Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 5 funds |
| Reynolds Consumer Products Inc. | April 29, 2026 | Election of Directors: Rolf Stangl Director Elections |
Board | For | WITHHOLD 10 funds |
FOR 10 funds |
| Ridgepost Capital, Inc | June 18, 2026 | Election of Directors: Robert B. Stewart, Jr. Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 4 funds |
| Ridgepost Capital, Inc | June 18, 2026 | Election of Directors: Tracey Benford Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 4 funds |
| Rigel Pharmaceuticals, Inc. | May 14, 2026 | Election of Directors: Alison Hannah, M.D. Director Elections |
Board | For | FOR 4 funds |
AGAINST 5 funds |
| Rocky Brands, Inc. | June 3, 2026 | Election of Directors: Curtis A. Loveland Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 2 funds |
| Rocky Brands, Inc. | June 3, 2026 | Election of Directors: G. Courtney Haning Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 2 funds |
| Rocky Brands, Inc. | June 3, 2026 | Election of Directors: Michael L. Finn Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 2 funds |
| Rocky Brands, Inc. | June 3, 2026 | Election of Directors: Robert B. Moore, Jr. Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 2 funds |
| Royalty Pharma Plc | June 4, 2026 | Election of Directors: Ted Love, M.D. Director Elections |
Board | For | AGAINST 12 funds |
FOR 12 funds |
| Royalty Pharma Plc | June 4, 2026 | Election of Directors: Vlad Coric, M.D. Director Elections |
Board | For | FOR 12 funds |
AGAINST 12 funds |
| SABRE CORPORATION | April 29, 2026 | To approve our 2026 Omnibus Incentive Compensation Plan. Compensation |
Board | For | FOR 9 funds |
AGAINST 4 funds |
| SAGA COMMUNICATIONS, INC. | June 1, 2026 | To approve, by a non-binding advisory vote, a resolution approving the compensation of our named executive officers as described in the proxy statement. Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| SAILPOINT INC | June 4, 2026 | To elect three Class I directors to hold office until the 2029 Annual Meeting of Stockholders or until their successors are duly elected and qualified: William Bock Director Elections |
Board | For | FOR 5 funds |
WITHHOLD 9 funds |
| SALESFORCE, INC. | May 28, 2026 | Approval, on an advisory basis, of the fiscal 2026 compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 40 funds |
AGAINST 16 funds |
| SANUWAVE HEALTH, INC. | August 19, 2025 | To approve an amendment to the SANUWAVE Health, Inc. 2024 Equity Incentive Plan to increase the number of shares authorized for issuance under the plan by 500,000 shares. Compensation |
Board | For | AGAINST 1 fund |
FOR 2 funds |
| SAREPTA THERAPEUTICS, INC. | June 4, 2026 | Advisory vote to approve, on a non-binding basis, named executive officer compensation Say-on-Pay |
Board | For | FOR 17 funds |
AGAINST 7 funds |
| SCHNEIDER NATIONAL, INC. | April 30, 2026 | Approval of amended and restated 2017 Schneider National, Inc. Omnibus Incentive Compensation Plan. Compensation |
Board | For | FOR 14 funds |
AGAINST 8 funds |
| SEI Investments Company | May 27, 2026 | Election of Directors: Kathryn M. McCarthy Director Elections |
Board | For | AGAINST 15 funds |
FOR 12 funds |
| SEMLER SCIENTIFIC, INC. | January 13, 2026 | To approve, on an advisory (nonbinding) basis, the compensation that may be paid or become payable to the named executive officers of Semler Scientific that arises from or otherwise relates to the Merger. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 6 funds |
| SENSEONICS HOLDINGS, INC. | May 20, 2026 | To approve the Senseonics Holdings, Inc. 2026 Equity Incentive Plan. Compensation |
Board | For | AGAINST 2 funds |
FOR 3 funds |
| SERITAGE GROWTH PROPERTIES | June 9, 2026 | An advisory, non-binding resolution to approve the Company's executive compensation program for our named executive officers, as described in the proxy statement; Say-on-Pay |
Board | For | FOR 2 funds |
AGAINST 4 funds |
| SERVICE CORPORATION INTERNATIONAL | May 6, 2026 | Election of Directors: Anthony L. Coelho Director Elections |
Board | For | FOR 13 funds |
AGAINST 12 funds |
| SERVICE CORPORATION INTERNATIONAL | May 6, 2026 | Election of Directors: C. Park Shaper Director Elections |
Board | For | FOR 13 funds |
AGAINST 12 funds |
| SERVICE CORPORATION INTERNATIONAL | May 6, 2026 | Election of Directors: Marcus A. Watts Director Elections |
Board | For | AGAINST 13 funds |
FOR 12 funds |
| SERVICE CORPORATION INTERNATIONAL | May 6, 2026 | Election of Directors: Sara Martinez Tucker Director Elections |
Board | For | FOR 13 funds |
AGAINST 12 funds |
| SERVICE CORPORATION INTERNATIONAL | May 6, 2026 | Election of Directors: Victor L. Lund Director Elections |
Board | For | FOR 13 funds |
AGAINST 12 funds |
| SHARKNINJA INCORPORATION | June 18, 2026 | To approve, on a non-binding advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 14 funds |
| SHARPLINK, INC. | April 10, 2026 | Approval of a non-binding advisory vote to approve the compensation paid to the Company's named executive officers (sometimes referred to as "Say on Pay Proposal"). Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 4 funds |
| SHIFT4 PAYMENTS, INC. | June 12, 2026 | Approval, on an advisory (non-binding) basis, of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 19 funds |
AGAINST 11 funds |
| SHOE CARNIVAL, INC. | June 10, 2026 | Election of Directors: Diane E. Randolph Director Elections |
Board | For | AGAINST 2 funds |
FOR 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.