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 |
|---|---|---|---|---|---|---|
| SI-BONE, Inc. | June 4, 2026 | Election of Directors: Jeffrey W. Dunn Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 4 funds |
| SILVERCREST ASSET MGMT GROUP INC | June 3, 2026 | Approval of executive compensation in an advisory, non-binding vote. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 3 funds |
| SINCLAIR INC. | June 4, 2026 | Approval, by non-binding advisory vote, on our executive compensation. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 8 funds |
| SITE CENTERS CORP. | May 13, 2026 | Election of Directors: John M. Cattonar Director Elections |
Board | For | FOR 4 funds |
AGAINST 4 funds |
| SIX FLAGS ENTERTAINMENT CORPORATION | May 26, 2026 | Confirm the appointment of Deloitte & Touche LLP as our independent registered public accounting firm; Audit-related |
Board | For | FOR 10 funds |
AGAINST 7 funds |
| SKILLZ INC. | December 29, 2025 | Advisory vote on the Company's executive compensation. Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| SKY HARBOUR GROUP CORPORATION | June 18, 2026 | The Approval of Amendment No. 1 to the Sky Harbour Group Corporation 2022 Incentive Award Plan to increase the number of shares reserved for issuance thereunder from 6,162,937 to 7,662,937 shares of Class A Common Stock. Compensation |
Board | For | FOR 3 funds |
AGAINST 2 funds |
| SKYWORKS SOLUTIONS, INC. | May 13, 2026 | To approve, on an advisory basis, the compensation of the Company's named executive officers, as described in the Company's Proxy Statement. Say-on-Pay |
Board | For | AGAINST 25 funds |
FOR 16 funds |
| SL Green Realty Corp. | June 2, 2026 | Election of Directors: Andrew W. Mathias Director Elections |
Board | For | FOR 12 funds |
AGAINST 9 funds |
| SL Green Realty Corp. | June 2, 2026 | Election of Directors: Lauren B. Dillard Director Elections |
Board | For | FOR 12 funds |
AGAINST 9 funds |
| SL Green Realty Corp. | June 2, 2026 | Election of Directors: Peggy Lamb Director Elections |
Board | For | FOR 12 funds |
AGAINST 9 funds |
| SLEEP NUMBER CORPORATION | May 21, 2026 | Approve Amendment to the Sleep Number Corporation 2020 Equity Incentive Plan to increase the number of shares reserved for issuance by 2,500,000 shares Compensation |
Board | For | AGAINST 3 funds |
FOR 7 funds |
| SMARTRENT, INC. | May 12, 2026 | To approve the SmartRent, Inc. 2021 Equity Incentive Plan, as amended and restated, including an increase in the number of shares reserved for issuance thereunder. Compensation |
Board | For | AGAINST 2 funds |
FOR 3 funds |
| SMITH-MIDLAND CORPORATION | August 1, 2025 | Election of directors: James Russell Bruner Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 2 funds |
| SMITH-MIDLAND CORPORATION | August 1, 2025 | Election of directors: Read Van de Water Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 2 funds |
| SNAP-ON INCORPORATED | April 30, 2026 | Election of Directors: David C. Adams Director Elections |
Board | For | AGAINST 19 funds |
FOR 16 funds |
| SNAP-ON INCORPORATED | April 30, 2026 | Election of Directors: James P. Holden Director Elections |
Board | For | AGAINST 19 funds |
FOR 16 funds |
| SNAP-ON INCORPORATED | April 30, 2026 | Election of Directors: Karen L. Daniel Director Elections |
Board | For | AGAINST 19 funds |
FOR 16 funds |
| SNAP-ON INCORPORATED | April 30, 2026 | Election of Directors: Nathan J. Jones Director Elections |
Board | For | AGAINST 19 funds |
FOR 16 funds |
| SNAP-ON INCORPORATED | April 30, 2026 | Election of Directors: W. Dudley Lehman Director Elections |
Board | For | AGAINST 19 funds |
FOR 16 funds |
| SONIC AUTOMOTIVE, INC. | April 29, 2026 | Approval of the amendment and restatement of the Sonic Automotive, Inc. 2012 Formula Restricted Stock and Deferral Plan for Non-Employee Directors. Compensation |
Board | For | FOR 9 funds |
AGAINST 8 funds |
| SPHERE ENTERTAINMENT CO. | June 10, 2026 | Approval of, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 11 funds |
FOR 6 funds |
| SPIRE GLOBAL, INC. | May 27, 2026 | To approve, in an advisory (non-binding) vote, the compensation paid to our named executive officers. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 3 funds |
| SPRINKLR, INC. | June 11, 2026 | To elect one Class II director, to hold office until our Annual Meeting of Stockholders in 2029. Stephen M. Ward, Jr. Director Elections |
Board | For | WITHHOLD 11 funds |
FOR 3 funds |
| SPYRE THERAPEUTICS INC. | May 27, 2026 | To approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 5 funds |
| SS&C TECHNOLOGIES HOLDINGS, INC. | May 20, 2026 | To approve, on an advisory basis, the compensation of SS&C's named executive officers. Say-on-Pay |
Board | For | AGAINST 17 funds |
FOR 12 funds |
| SS&C Technologies Holdings, Inc. | May 20, 2026 | The election of the nominees listed below as Class I directors: David A. Varsano Director Elections |
Board | For | AGAINST 7 funds |
FOR 11 funds |
| STAAR SURGICAL COMPANY | January 6, 2026 | A proposal to adopt the Agreement and Plan of Merger, dated as of August 4, 2025, as may be amended from time to time (the "Merger Agreement"), by and among STAAR Surgical Company ("STAAR"), Alcon Research, LLC, a Delaware limited liability company ("Alcon"), and Rascasse Merger Sub, Inc., a Delaware corporation and a wholly owned subsidiary of Alcon. Extraordinary Transactions |
Board | For | AGAINST 12 funds |
FOR 4 funds |
| STAAR SURGICAL COMPANY | January 6, 2026 | A proposal to approve, on an advisory (nonbinding) basis, the compensation that may be paid or become payable to STAAR's named executive officers that is based on or otherwise relates to the Merger Agreement and the transactions contemplated by the Merger Agreement. Say-on-Pay |
Board | For | AGAINST 16 funds |
FOR 5 funds |
| STANDARD BIOTOOLS INC. | June 17, 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 8 funds |
AGAINST 5 funds |
| STARZ ENTERTAINMENT CORP. | May 15, 2026 | Election of Directors: Bruce Mann Director Elections |
Board | For | FOR 3 funds |
WITHHOLD 2 funds |
| STARZ ENTERTAINMENT CORP. | May 15, 2026 | Election of Directors: Ed Wilson Director Elections |
Board | For | FOR 3 funds |
WITHHOLD 2 funds |
| STARZ ENTERTAINMENT CORP. | May 15, 2026 | Election of Directors: Emily Fine Director Elections |
Board | For | FOR 3 funds |
WITHHOLD 2 funds |
| STARZ ENTERTAINMENT CORP. | May 15, 2026 | Election of Directors: Hardwick Simmons Director Elections |
Board | For | FOR 3 funds |
WITHHOLD 2 funds |
| STARZ ENTERTAINMENT CORP. | May 15, 2026 | Election of Directors: Jeffrey A. Hirsch Director Elections |
Board | For | FOR 3 funds |
WITHHOLD 2 funds |
| STARZ ENTERTAINMENT CORP. | May 15, 2026 | Election of Directors: Joshua Sapan Director Elections |
Board | For | FOR 3 funds |
WITHHOLD 2 funds |
| STARZ ENTERTAINMENT CORP. | May 15, 2026 | Election of Directors: Lisa Gersh Director Elections |
Board | For | FOR 3 funds |
WITHHOLD 2 funds |
| STARZ ENTERTAINMENT CORP. | May 15, 2026 | Election of Directors: Mark H. Rachesky, M.D. Director Elections |
Board | For | FOR 3 funds |
WITHHOLD 2 funds |
| STARZ ENTERTAINMENT CORP. | May 15, 2026 | Election of Directors: Michael Burns Director Elections |
Board | For | FOR 3 funds |
WITHHOLD 2 funds |
| STARZ ENTERTAINMENT CORP. | May 15, 2026 | Election of Directors: Mignon Clyburn Director Elections |
Board | For | FOR 3 funds |
WITHHOLD 2 funds |
| STEELCASE INC. | December 5, 2025 | Proposal to approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to Steelcase's named executive officers that is based on or otherwise relates to the mergers contemplated by the Merger Agreement (the ''Steelcase compensation proposal''). Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 8 funds |
| STEM INC. | June 3, 2026 | To approve an amendment and restatement of the Stem, Inc. 2024 Equity Incentive Plan to increase the number of shares available for issuance by 425,000 shares and to extend the plan term. Compensation |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| STEPSTONE GROUP INC | September 9, 2025 | To ratify the appointment of Ernst & Young LLP as the Company's independent registered public accounting firm for the fiscal year ending March 31, 2026. Audit-related |
Board | For | FOR 11 funds |
AGAINST 4 funds |
| STITCH FIX, INC. | December 11, 2025 | Advisory vote to approve executive compensation. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 8 funds |
| STOKE THERAPEUTICS, INC. | June 3, 2026 | To approve, on an advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 6 funds |
| STRATA CRITICAL MEDICAL, INC. | May 28, 2026 | Advisory Vote on the Compensation of our Named Executive Officers. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 3 funds |
| STRATEGY INC | June 8, 2026 | To ratify, pursuant to Section 204 of the General Corporation Law of the State of Delaware, the filing and effectiveness of the Certificate of Amendment to the Certificate of Designations of the Company's 8.00% Series A Perpetual Strike Preferred Stock filed with the Secretary of State of the State of Delaware on July 7, 2025, and the amendment to the liquidation preference of such stock effectuated thereby. Capital Structure |
Board | For | AGAINST 8 funds |
FOR 9 funds |
| STRATUS PROPERTIES INC. | June 1, 2026 | Approval, on an advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 3 funds |
| STUBHUB HOLDINGS, INC. | June 23, 2026 | To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 4 funds |
| SUMMIT THERAPEUTICS INC. | June 10, 2026 | Approval of an amendment to the Summit Therapeutics Inc. 2020 Stock Incentive Plan to Increase the Number of Shares of Common Stock. Compensation |
Board | For | FOR 4 funds |
AGAINST 9 funds |
| SUNPOWER INC. | March 25, 2026 | To approve, for purposes of complying with Nasdaq Listing Rule 5635(d), the increase of the aggregate commitment amount under the Amended White Lion Purchase Agreement (as defined in the accompanying Proxy Statement) from $30.0 million to $55.0 million shares of the Company's Common Stock. Capital Structure |
Board | For | AGAINST 3 funds |
FOR 1 fund |
| SUNPOWER INC. | March 25, 2026 | To approve, for purposes of complying with Nasdaq Listing Rule 5635(d), the issuance of shares of the Company's Common Stock (a) pursuant to the Standby Equity Purchase Agreement dated January 27, 2026 between YA II PN, Ltd. ("Yorkville"), and SunPower (the "Yorkville Purchase Agreement") and (b) upon the conversion of convertible promissory notes issued to Yorkville in connection with the Yorkville Purchase Agreement, in an amount that may be equal to or exceed 20% of Company's Common Stock outstanding as of January 27, 2026; Capital Structure |
Board | For | AGAINST 3 funds |
FOR 1 fund |
| SUPERNUS PHARMACEUTICALS, INC. | June 18, 2026 | To consider and act upon a proposal to amend the Supernus Pharmaceuticals, Inc. 2021 Equity Incentive Plan to increase the number of shares available under the plan. Compensation |
Board | For | AGAINST 12 funds |
FOR 8 funds |
| SYMBOTIC INC | March 5, 2026 | To approve an advisory vote on the compensation paid to our named executive officers. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 6 funds |
| SYNDAX PHARMACEUTICALS, INC | June 10, 2026 | To approve the Syndax Pharmaceuticals, Inc. 2026 Equity Incentive Plan. Compensation |
Board | For | AGAINST 5 funds |
FOR 4 funds |
| Satellogic Inc. | December 8, 2025 | Election of Directors: Joseph F. Dunford, Jr. Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 2 funds |
| Satellogic Inc. | December 8, 2025 | Election of Directors: Steven T. Mnuchin Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 2 funds |
| Satellogic Inc. | December 8, 2025 | Election of Directors: Ted Wang Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 2 funds |
| Satellogic Inc. | June 3, 2026 | Election of Directors: Miguel Gutierrez Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 2 funds |
| Satellogic Inc. | June 3, 2026 | Election of Directors: Tom Killalea Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 2 funds |
| ServiceNow, Inc. | May 21, 2026 | Election of Directors: Anita M. Sands Director Elections |
Board | For | AGAINST 30 funds |
FOR 12 funds |
| ServiceNow, Inc. | May 21, 2026 | Election of Directors: Eric S. Yuan Director Elections |
Board | For | FOR 31 funds |
AGAINST 12 funds |
| SharkNinja, Inc. | June 18, 2026 | Election of Directors: Chi Kin Max Hui Director Elections |
Board | For | AGAINST 4 funds |
FOR 12 funds |
| SharkNinja, Inc. | June 18, 2026 | Election of Directors: Kathryn J. Barton Director Elections |
Board | For | AGAINST 4 funds |
FOR 12 funds |
| Shoulder Innovations, Inc. | June 26, 2026 | The election of the Class I directors: Robert Ball Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 1 fund |
| Silvercrest Asset Management Group Inc. | June 3, 2026 | The election as director of the nominee listed below: Brian D. Dunn Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 2 funds |
| SkyWater Technology, Inc. | June 10, 2026 | Election of Directors: Dennis J. Goetz Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 4 funds |
| SkyWest, Inc. | May 5, 2026 | Election of Directors: Keith E. Smith Director Elections |
Board | For | AGAINST 11 funds |
FOR 8 funds |
| SolarEdge Technologies, Inc. | June 3, 2026 | Election of Directors: Betsy Atkins Director Elections |
Board | For | AGAINST 12 funds |
FOR 5 funds |
| Solid Biosciences Inc. | June 10, 2026 | Election of Class II Directors: Adam Stone Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 2 funds |
| Sonic Automotive, Inc. | April 29, 2026 | Election of Directors: William I. Belk Director Elections |
Board | For | AGAINST 9 funds |
FOR 8 funds |
| Southern Copper Corporation | May 29, 2026 | Election of Directors: Carlos Ruiz Sacristan Director Elections |
Board | For | WITHHOLD 13 funds |
FOR 4 funds |
| Southern Copper Corporation | May 29, 2026 | Election of Directors: German Larrea Mota-Velasco Director Elections |
Board | For | WITHHOLD 13 funds |
FOR 4 funds |
| Southern Copper Corporation | May 29, 2026 | Election of Directors: Luis Miguel Palomino Bonilla Director Elections |
Board | For | WITHHOLD 13 funds |
FOR 4 funds |
| Southwest Airlines Co. | May 7, 2026 | Election of Directors: Lisa M. Atherton Director Elections |
Board | For | FOR 17 funds |
AGAINST 14 funds |
| Southwest Airlines Co. | May 7, 2026 | Election of Directors: Patricia A. Watson Director Elections |
Board | For | FOR 17 funds |
AGAINST 14 funds |
| Southwest Airlines Co. | May 7, 2026 | Election of Directors: Rakesh Gangwal Director Elections |
Board | For | FOR 17 funds |
AGAINST 14 funds |
| Steelcase Inc. | July 9, 2025 | Election of ten nominees to the Board of Directors: Timothy C. E. Brown Director Elections |
Board | For | FOR 3 funds |
AGAINST 7 funds |
| Strawberry Fields REIT, Inc. | May 7, 2026 | Election of Directors: Mark Myers Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 1 fund |
| Strawberry Fields REIT, Inc. | May 7, 2026 | Election of Directors: Stanford Gertz Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 1 fund |
| Strawberry Fields REIT, Inc. | May 7, 2026 | Election of Directors: Ted Lerman Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 1 fund |
| Synaptics Incorporated | October 28, 2025 | Proposal for the Election of Directors: James L. Whims Director Elections |
Board | For | AGAINST 10 funds |
FOR 7 funds |
| Synaptics Incorporated | October 28, 2025 | Proposal for the Election of Directors: Jeffrey D. Buchanan Director Elections |
Board | For | AGAINST 10 funds |
FOR 7 funds |
| Synaptics Incorporated | October 28, 2025 | Proposal for the Election of Directors: Keith B. Geeslin Director Elections |
Board | For | AGAINST 10 funds |
FOR 7 funds |
| Synaptics Incorporated | October 28, 2025 | Proposal for the Election of Directors: Patricia Kummrow Director Elections |
Board | For | AGAINST 10 funds |
FOR 7 funds |
| Syndax Pharmaceuticals, Inc. | June 10, 2026 | Election of Directors: Pierre Legault Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 4 funds |
| T-MOBILE US, INC. | June 16, 2026 | Advisory Vote to Approve the Compensation Provided to the Company's Named Executive Officers for 2025. Say-on-Pay |
Board | For | FOR 32 funds |
AGAINST 15 funds |
| T1 ENERGY, INC. | June 17, 2026 | Advisory vote on the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 10 funds |
AGAINST 3 funds |
| TABOOLA.COM LTD. | June 9, 2026 | To approve the compensation terms for our Chief Executive Officer (and Director). Compensation |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| TD SYNNEX Corporation | March 25, 2026 | Election of Directors: Merline Saintil Director Elections |
Board | For | WITHHOLD 11 funds |
FOR 12 funds |
| TECHTARGET, INC. | June 11, 2026 | Election of Directors: Perfecto Sanchez Director Elections |
Board | For | FOR 2 funds |
AGAINST 4 funds |
| TECHTARGET, INC. | June 11, 2026 | Election of Directors: Sally Ashford Director Elections |
Board | For | AGAINST 2 funds |
FOR 4 funds |
| TELOS CORPORATION | May 7, 2026 | AMENDMENT TO THE AMENDED AND RESTATED 2016 OMNIBUS LONG-TERM INCENTIVE PLAN: To approve Amendment No. 2 to the Amended and Restated 2016 Omnibus Long-Term Incentive Plan of the Company, substantially in the form attached hereto as Exhibit A (the "Plan Amendment"). Compensation |
Board | For | FOR 2 funds |
AGAINST 4 funds |
| TESLA, INC. | November 6, 2025 | A Tesla proposal for approval of the 2025 CEO Performance Award. Compensation |
Board | For | AGAINST 29 funds |
FOR 13 funds |
| THE CARLYLE GROUP INC. | June 3, 2026 | Approval of The Carlyle Group Inc. Amended and Restated 2012 Equity Incentive Plan Compensation |
Board | For | FOR 15 funds |
AGAINST 12 funds |
| THE CARLYLE GROUP INC. | June 3, 2026 | Non-Binding Vote to Approve Named Executive Officer Compensation ("Say-on-Pay") Compensation |
Board | For | FOR 24 funds |
AGAINST 13 funds |
| THE COCA-COLA COMPANY | April 29, 2026 | Election of Directors: Thomas S. Gayner Director Elections |
Board | For | FOR 22 funds |
AGAINST 15 funds |
| THE ESTEE LAUDER COMPANIES INC. | November 13, 2025 | Advisory vote to approve executive compensation. Say-on-Pay |
Board | For | FOR 31 funds |
AGAINST 14 funds |
| THE GEO GROUP, INC. | April 28, 2026 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 8 funds |
| THE GOLDMAN SACHS GROUP, INC. | April 29, 2026 | Advisory Vote to Approve Executive Compensation (Say on Pay) Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 16 funds |
← Previous Page 7 of 9 Next →
How items are matched and positions counted: see the comparison table and the methodology. Built October 18, 2026 from SEC Form N-PX filings.