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State Street vs Charles Schwab: how alike they voted, 2025-2026

92.5% When both took a single position, they voted the same way on 92.5% of 14,145 items (13,080 the same, 1,065 different). 98 items where at least one of them split its funds are listed separately below. Both voted on 14,243 items in all.

State Street 2025-2026 · Charles Schwab 2025-2026 · Download the item list (CSV)

By who put the item on the ballot. “Same position” = Same / (Same + Differ); split items are not in it. “Fund-level” is a second view over all common items: the chance that a fund of each manager, picked at random, voted the same way, which gives partial credit where a manager split.
Common itemsSame DifferSplit (not in %)Same position Fund-level
All ballot items 14,24313,0801,065 9892.5%92.1%
Board proposals 13,31312,412829 7293.7%93.4%
E&S shareholder proposals 14413110 392.9%93.0%
Other items 786537226 2370.4%69.9%

Where they did not vote alike

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.

CompanyMeetingProposalOn the ballot from Board recommendedState StreetCharles Schwab
THE HACKETT GROUP INC April 30, 2026 Election of Director: John R. Harris
Director Elections
Board For AGAINST
6 funds
FOR
5 funds
THE HERSHEY COMPANY May 5, 2026 Approve named executive officer compensation on a non-binding advisory basis.
Say-on-Pay
Board For FOR
30 funds
AGAINST
16 funds
THE KROGER CO. June 25, 2026 Approval, on an advisory basis, of Kroger's executive compensation.
Say-on-Pay
Board For AGAINST
27 funds
FOR
15 funds
THE SCOTTS MIRACLE-GRO COMPANY January 26, 2026 Approval of an amendment and restatement of The Scotts Miracle-Gro Company Long-Term Incentive Plan to, among other things, increase the maximum number of common shares available for grant to participants.
Compensation
Board For FOR
15 funds
AGAINST
8 funds
TIPTREE INC. December 3, 2025 A proposal to approve the merger and the other transactions contemplated by that certain Agreement and Plan of Merger, dated as of September 26, 2025 (the "Merger Agreement"), among Tiptree Inc., a Maryland corporation, The Fortegra Group, Inc., a Delaware corporation ("Fortegra"), DB Insurance Co., Ltd., incorporated and existing under the laws of the Republic of Korea with its registered office at DB Financial Center, 432, Teheran-ro, Gangnam-gu, Seoul, Korea, 06194 ("Purchaser"), and a subsidiary of Purchaser to be incorporated in Delaware following the date of the Merger Agreement and prior to the dosing of the merger in accordance with the terms of the Merger Agreement ("Merger Sub"), pursuant to which Merger Sub will be merged with and into Fortegra, the separate corporate existence of Merger Sub will cease and Fortegra will continue as the surviving corporation and a wholly-owned subsidiary of Purchaser (the "Merger Proposal").
Extraordinary Transactions
Board For AGAINST
3 funds
FOR
4 funds
TIPTREE INC. April 28, 2026 To approve Amendment No. 2 to the 2017 Omnibus Incentive Plan to (a) extend the term of the 2017 Plan to June 6, 2037, and (b) increase the number of shares of the Company's common stock available for awards thereunder by an additional 4,000,000 shares.
Compensation
Board For AGAINST
3 funds
FOR
4 funds
TOLL BROTHERS, INC. March 10, 2026 Election of Directors: Wendell E. Pritchett
Director Elections
Board For FOR
11 funds
AGAINST
12 funds
TON STRATEGY COMPANY June 9, 2026 Non-binding, advisory vote to approve the compensation of the Company's named executive officers.
Say-on-Pay
Board For FOR
3 funds
AGAINST
3 funds
TON STRATEGY COMPANY June 9, 2026 To approve an amendment to the Company's 2019 Stock and Incentive Compensation Plan to increase the number of shares available for issuance.
Compensation
Board For AGAINST
1 fund
FOR
2 funds
TON STRATEGY COMPANY June 9, 2026 To approve the adoption of the TON Strategy Company 2026 Equity Incentive Plan.
Compensation
Board For AGAINST
1 fund
FOR
2 funds
TONIX PHARMACEUTICALS HOLDING CORP. May 7, 2026 To authorize the Company's Board of Directors (the "Board"), in its discretion at any time within two years after shareholder approval is obtained, to effect one or more reverse stock splits of the then-outstanding shares of the Company's common stock, having an aggregate ratio of not less than one-for-two (1:2) and not greater than one-for-two-hundred-fifty (1:250), with the exact number of reverse stock splits during such two-year period, and the exact ratio and timing of and each such reverse stock split to be determined by the Board and included in a public announcement.
Capital Structure
Board For AGAINST
3 funds
FOR
2 funds
TOOTSIE ROLL INDUSTRIES, INC. May 6, 2026 To approve, on an advisory basis, the overall compensation of the Company's named executive officers for fiscal 2025.
Say-on-Pay
Board For FOR
12 funds
AGAINST
5 funds
TOWNSQUARE MEDIA, INC. May 11, 2026 Advisory approval of the 2025 compensation of the Company's named executive officers.
Say-on-Pay
Board For FOR
1 fund
AGAINST
2 funds
TPG RE FINANCE TRUST, INC. May 19, 2026 Ratification of the appointment of Deloitte & Touche LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2026.
Audit-related
Board For FOR
3 funds
AGAINST
7 funds
TRACTOR SUPPLY COMPANY May 14, 2026 To approve, on a non-binding, advisory basis, the compensation of the named executive officers of the Company (Say on Pay)
Say-on-Pay
Board For AGAINST
28 funds
FOR
15 funds
TRADEWEB MARKETS INC. May 19, 2026 To approve, on an advisory basis, the compensation of our named executive officers.
Say-on-Pay
Board For FOR
19 funds
AGAINST
15 funds
TRAVELZOO April 20, 2026 Vote to approve option grant to Global Chief Executive Officer.
Compensation
Board For FOR
2 funds
AGAINST
2 funds
TREEHOUSE FOODS, INC. January 29, 2026 Approval, on a non-binding, advisory basis, of specified compensation that may be paid or become payable to TreeHouse Foods' named executive officers in connection with the Merger and contemplated by the Merger Agreement.
Say-on-Pay
Board For AGAINST
14 funds
FOR
8 funds
TREVI THERAPEUTICS INC June 3, 2026 Election of one Class I director to our Board of Directors, to serve until the 2029 Annual Meeting of Stockholders. Michael Heffernan
Director Elections
Board For WITHHOLD
4 funds
FOR
4 funds
TREX COMPANY, INC. April 28, 2026 Election of Directors: Gerald Volas
Director Elections
Board For AGAINST
9 funds
FOR
12 funds
TREX COMPANY, INC. April 28, 2026 Non-binding advisory vote on executive compensation ("say-on-pay")
Compensation
Board For FOR
14 funds
AGAINST
13 funds
TRUEBLUE, INC May 11, 2026 Advisory (Non-Binding) vote Approving Executive Compensation
Say-on-Pay
Board For FOR
7 funds
AGAINST
8 funds
TRUEBLUE, INC May 11, 2026 Approval of the Amendment and Restatement of the Company's 2016 Omnibus Incentive Plan
Compensation
Board For AGAINST
3 funds
FOR
7 funds
TTEC HOLDINGS, INC. May 21, 2026 The approval of the redomestication of the Company from Delaware to Texas by conversion.
Extraordinary Transactions
Board For FOR
2 funds
AGAINST
5 funds
TTEC Holdings, Inc. May 21, 2026 Election of Director Nominees: Robert N. Frerichs
Director Elections
Board For FOR
2 funds
WITHHOLD
5 funds
Taboola.com Ltd. June 9, 2026 Election of Directors: Gilad Shany
Director Elections
Board For AGAINST
2 funds
FOR
2 funds
Taboola.com Ltd. June 9, 2026 Election of Directors: Nechemia J. Peres
Director Elections
Board For AGAINST
2 funds
FOR
2 funds
TechTarget, Inc. July 24, 2025 Election of Directors: Don Hawk
Director Elections
Board For AGAINST
10 funds
FOR
4 funds
TechTarget, Inc. July 24, 2025 Election of Directors: Sally Ashford
Director Elections
Board For AGAINST
10 funds
FOR
4 funds
TechTarget, Inc. July 24, 2025 Election of Directors: Stephen A. Carter
Director Elections
Board For AGAINST
10 funds
FOR
4 funds
Tejon Ranch Co. May 13, 2026 Election of Directors: Andrew Dakos
Director Elections
Board For FOR
4 funds
WITHHOLD
4 funds
Tejon Ranch Co. May 13, 2026 Election of Directors: Daniel R. Tisch
Director Elections
Board For FOR
4 funds
WITHHOLD
4 funds
Teladoc Health, Inc. May 21, 2026 Elect nine directors, each for a term of one year: David B. Snow, Jr.
Director Elections
Board For FOR
5 funds
AGAINST
8 funds
The Chefs' Warehouse, Inc. May 8, 2026 Election of Directors: Aylwin Lewis
Director Elections
Board For FOR
12 funds
AGAINST
7 funds
The E.W. Scripps Company May 4, 2026 Election of Directors: Kim Williams
Director Elections
Board For FOR
2 funds
WITHHOLD
7 funds
The Eastern Company May 6, 2026 Election of Directors: Fredrick D. DiSanto
Director Elections
Board For FOR
2 funds
AGAINST
2 funds
The Goodyear Tire & Rubber Company April 13, 2026 Election of Directors: Laurette T. Koellner
Director Elections
Board For AGAINST
8 funds
FOR
7 funds
The Gorman-Rupp Company April 23, 2026 Election of Directors: Donald H. Bullock, Jr.
Director Elections
Board For WITHHOLD
4 funds
FOR
4 funds
The Hershey Company May 5, 2026 Election of Directors: Huong Maria T. Kraus
Director Elections
Board For FOR
21 funds
AGAINST
15 funds
The Progressive Corporation May 8, 2026 Election of Directors: Lawton W. Fitt
Director Elections
Board For AGAINST
27 funds
FOR
15 funds
Thermo Fisher Scientific Inc. May 20, 2026 Election of Directors: Dion J. Weisler
Director Elections
Board For FOR
26 funds
AGAINST
14 funds
Tronox Holdings Plc April 28, 2026 Election of Directors: Ilan Kaufthal
Director Elections
Board For FOR
3 funds
AGAINST
7 funds
Tutor Perini Corporation May 20, 2026 Election of Directors: Raymond R. Oneglia
Director Elections
Board For AGAINST
3 funds
FOR
8 funds
Tyson Foods, Inc. February 5, 2026 Election of Directors: Cheryl S. Miller
Director Elections
Board For AGAINST
21 funds
FOR
13 funds
Tyson Foods, Inc. February 5, 2026 Election of Directors: Jeffrey K. Schomburger
Director Elections
Board For AGAINST
21 funds
FOR
13 funds
Tyson Foods, Inc. February 5, 2026 Election of Directors: Olivia L. Tyson
Director Elections
Board For AGAINST
21 funds
FOR
13 funds
UNIFIRST CORPORATION June 11, 2026 To approve, by an advisory (non-binding) vote, certain compensation that may be paid or become payable to UniFirst named executed officers that is based on or otherwise relates to the transactions contemplated by the merger agreement (the ''UniFirst compensation proposal'').
Say-on-Pay
Board For AGAINST
15 funds
FOR
8 funds
UNIQURE N.V. June 10, 2026 Designation of the Board as the competent body to exclude or limit preemptive rights upon the issuance of Ordinary Shares.
Capital Structure
Board For FOR
3 funds
AGAINST
3 funds
UNITED PARKS & RESORTS INC. September 3, 2025 To grant the Board of Directors of United Parks & Resorts Inc. (the "Company") the authority to approve and implement additional repurchases of shares of the Company's common stock, subject to the qualification that the Company will not repurchase additional shares if Hill Path Capital LP's ("Hill Path") common stock ownership interest percentage would, as a result of any such repurchase, equal or exceed 70% (excluding Hill Path's and its affiliates' non-voting derivative positions).
Capital Structure
Board For AGAINST
3 funds
FOR
7 funds
UNITED STATES ANTIMONY CORPORATION June 12, 2026 To approve an amendment to the Certificate of Formation to increase the number of shares authorized for issuance by the Company; and
Capital Structure
Board For FOR
6 funds
AGAINST
2 funds
UNITEDHEALTH GROUP INCORPORATED June 1, 2026 Advisory approval of the Company's executive compensation.
Say-on-Pay
Board For FOR
33 funds
AGAINST
17 funds
UNITIL CORPORATION April 29, 2026 Election of Directors: Winfield S. Brown
Director Elections
Board For WITHHOLD
10 funds
FOR
7 funds
UNIVERSAL ELECTRONICS INC. May 19, 2026 To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers.
Say-on-Pay
Board For FOR
1 fund
AGAINST
1 fund
UNIVERSAL HEALTH REALTY INCOME TRUST June 10, 2026 Election of Trustees: Robert F. McCadden
Director Elections
Board For AGAINST
12 funds
FOR
5 funds
UNIVERSAL HEALTH SERVICES, INC. May 20, 2026 Election of Director: Nina Chen-Langenmayr
Director Elections
Board For WITHHOLD
17 funds
FOR
14 funds
UROGEN PHARMA LTD August 26, 2025 To approve amendments to the Company's 2024 non-employee director and officer compensation policy to, among other things, increase the equity compensation payable to our executive officers and non-employee directors.
Say-on-Pay
Board For FOR
4 funds
AGAINST
1 fund
Uber Technologies, Inc. May 4, 2026 Election of Directors: Nikesh Arora
Director Elections
Board For FOR
29 funds
AGAINST
13 funds
Ubiquiti Inc. December 4, 2025 Election of a Director: Ronald A. Sege
Director Elections
Board For WITHHOLD
5 funds
FOR
8 funds
Unisys Corporation April 30, 2026 Election of Directors: Matthew J. Desch
Director Elections
Board For FOR
5 funds
AGAINST
7 funds
United Therapeutics Corporation June 26, 2026 Election of Directors: Christopher Causey
Director Elections
Board For AGAINST
13 funds
FOR
13 funds
United Therapeutics Corporation June 26, 2026 Election of Directors: Christopher Patusky
Director Elections
Board For AGAINST
13 funds
FOR
13 funds
United Therapeutics Corporation June 26, 2026 Election of Directors: Louis Sullivan
Director Elections
Board For AGAINST
13 funds
FOR
13 funds
United Therapeutics Corporation June 26, 2026 Election of Directors: Richard Giltner
Director Elections
Board For AGAINST
13 funds
FOR
13 funds
VALHI, INC. May 21, 2026 Election of Directors: Terri L. Herrington
Director Elections
Board For FOR
2 funds
WITHHOLD
3 funds
VANDA PHARMACEUTICALS INC. June 4, 2026 To approve an amendment to the Company's amended and restated 2016 Equity Incentive Plan, as amended to increase the aggregate number of shares authorized for issuance thereunder.
Compensation
Board For AGAINST
4 funds
FOR
5 funds
VIASAT, INC. September 4, 2025 Election of Directors: Richard Baldridge
Director Elections
Board For WITHHOLD
12 funds
FOR
7 funds
VIMEO, INC. November 19, 2025 To approve, on a non-binding, advisory basis, compensation that will or may become payable to the named executive officers of Vimeo in connection with the transactions contemplated by the merger agreement, which proposal is referred to as the merger-related compensation proposal.
Say-on-Pay
Board For AGAINST
9 funds
FOR
4 funds
VIRGIN GALACTIC HOLDINGS, INC. June 11, 2026 Approval, on an advisory (non-binding) basis, of the compensation of our named executive officers.
Say-on-Pay
Board For FOR
1 fund
AGAINST
4 funds
VIRTUS INVESTMENT PARTNERS, INC. May 20, 2026 Election of Directors: Timothy A. Holt
Director Elections
Board For FOR
10 funds
WITHHOLD
9 funds
VOYAGER TECHNOLOGIES, INC. May 29, 2026 To approve the Redomestication of the Company from Delaware to Texas.
Extraordinary Transactions
Board For FOR
6 funds
AGAINST
4 funds
VROOM, INC. June 11, 2026 Approve, on an advisory (non-binding) basis, the compensation of the named executive officers of the Company.
Say-on-Pay
Board For FOR
3 funds
AGAINST
2 funds
VUZIX CORPORATION June 16, 2026 To conduct a non-binding advisory vote for the approval of the compensation disclosed in the Proxy Statement of the Company's executive officers who are named in the Proxy Statement Summary Compensation Table.
Say-on-Pay
Board For FOR
8 funds
AGAINST
3 funds
Vail Resorts, Inc. December 9, 2025 Election of Directors: Peter A. Vaughn
Director Elections
Board For AGAINST
12 funds
FOR
13 funds
Velocity Financial, Inc. May 21, 2026 Election of Directors: John A. Pless
Director Elections
Board For FOR
2 funds
AGAINST
4 funds
Victory Capital Holdings, Inc. May 6, 2026 Election of Class II Directors: Alan H. Rappaport
Director Elections
Board For AGAINST
9 funds
FOR
7 funds
Vitesse Energy, Inc. June 5, 2026 Election of Directors: Joseph S. Steinberg
Director Elections
Board For FOR
4 funds
AGAINST
4 funds
Vulcan Materials Company May 8, 2026 Election of Directors: James T. Prokopanko
Director Elections
Board For AGAINST
17 funds
FOR
13 funds
W&T OFFSHORE, INC. June 3, 2026 To amend the Company's 2023 Incentive Compensation Plan to increase the number of shares of the Company's common stock available for issuance thereunder from 10,000,000 to 22,000,000.
Compensation
Board For AGAINST
2 funds
FOR
5 funds
W&T OFFSHORE, INC. June 3, 2026 To approve, on an advisory basis, the compensation of the Company's named executive officers, as disclosed in the Proxy Statement pursuant to Item 402 of Regulation S-K.
Say-on-Pay
Board For FOR
5 funds
AGAINST
6 funds
W&T Offshore, Inc. June 3, 2026 Election of Directors: Mr. Daniel O. Conwill, IV
Director Elections
Board For FOR
2 funds
WITHHOLD
5 funds
W. R. Berkley Corporation June 3, 2026 Election of Directors: Maria Luisa Ferre
Director Elections
Board For AGAINST
21 funds
FOR
13 funds
WAVE LIFE SCIENCES LTD. August 5, 2025 To authorize the Board of Directors to allot and issue Ordinary Shares of Wave Life Sciences Ltd.
Capital Structure
Board For AGAINST
6 funds
FOR
5 funds
WEATHERFORD INTERNATIONAL PLC June 11, 2026 To agree to a scheme of arrangement under Chapter 1 of Part 9 of the Companies Act 2014, as amended, substantially in the form attached as Annex C to the Proxy Statement, that, once it becomes effective, will result in you owning common stock of Weatherford International Corp instead of ordinary shares of Weatherford International plc.
Extraordinary Transactions
Board For FOR
12 funds
AGAINST
8 funds
WEATHERFORD INTERNATIONAL PLC June 11, 2026 To approve a capital reduction under sections 84 to 86 of the Companies Act to effect the cancellation of Weatherford-Ireland ordinary shares contemplated by the Scheme of Arrangement.
Capital Structure
Board For FOR
12 funds
AGAINST
8 funds
WEATHERFORD INTERNATIONAL PLC June 11, 2026 To approve the terms of an initial subscription, allotment and issue of one, or more, Weatherford-Ireland ordinary shares to Weatherford International Corp (''Weatherford-US'') in connection with the Scheme of Arrangement.
Extraordinary Transactions
Board For FOR
12 funds
AGAINST
8 funds
WEATHERFORD INTERNATIONAL PLC June 11, 2026 To authorize the directors of Weatherford-Ireland to allot and issue further new Weatherford-Ireland ordinary shares to Weatherford-US in connection with the Scheme of Arrangement to be paid up by the application of certain reserves as described in the Scheme of Arrangement.
Extraordinary Transactions
Board For FOR
12 funds
AGAINST
8 funds
WEBTOON Entertainment Inc. June 3, 2026 Election of Directors: Isabelle Winkles (Class II)
Director Elections
Board For WITHHOLD
2 funds
FOR
4 funds
WEBTOON Entertainment Inc. June 3, 2026 Election of Directors: Jun Masuda (Class II)
Director Elections
Board For WITHHOLD
2 funds
FOR
4 funds
WEBTOON Entertainment Inc. June 3, 2026 Election of Directors: Namsun Kim (Class II)
Director Elections
Board For WITHHOLD
2 funds
FOR
4 funds
WELLS FARGO & COMPANY April 28, 2026 Advisory resolution to approve executive compensation (Say on Pay).
Say-on-Pay
Board For AGAINST
1 fund
FOR
15 funds
WESTWOOD HOLDINGS GROUP, INC. April 30, 2026 To approve the Twelfth Amended and Restated Westwood Holdings Group, Inc. Stock Incentive Plan.
Compensation
Board For AGAINST
2 funds
FOR
1 fund
WHEELS UP EXPERIENCE INC. June 9, 2026 The non-binding, advisory vote to approve named executive officer compensation for the fiscal year ended December 31, 2025.
Say-on-Pay
Board For FOR
1 fund
AGAINST
4 funds
WHITE MOUNTAINS INSURANCE GROUP, LTD. May 21, 2026 Election of Class II Directors to a term ending in 2029: Weston M. Hicks
Director Elections
Board For AGAINST
7 funds
FOR
8 funds
WILLDAN GROUP, INC. June 17, 2026 Approval of an amendment to the Company's 2008 Performance Incentive Plan (the "2008 Plan"), including an increase in the number of shares available for grant under the 2008 Plan.
Compensation
Board For FOR
3 funds
AGAINST
5 funds
WILLIAMS-SONOMA, INC. June 18, 2026 Election of directors: Anne Finucane
Director Elections
Board For AGAINST
19 funds
FOR
14 funds
WILLIAMS-SONOMA, INC. June 18, 2026 Election of directors: William Ready
Director Elections
Board For FOR
20 funds
AGAINST
14 funds
WILLIS LEASE FINANCE CORPORATION June 23, 2026 Cast an advisory vote to approve the compensation of the Company's named executive officers as disclosed in the Proxy Statement.
Say-on-Pay
Board For FOR
8 funds
AGAINST
5 funds
WILLIS LEASE FINANCE CORPORATION June 23, 2026 Elect one Class I Director to serve until the 2029 Annual Meeting of Stockholders, specifically and as nominated by the Board of Directors. Stephen Jones
Director Elections
Board For WITHHOLD
4 funds
FOR
4 funds
WORKDAY INC June 16, 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
29 funds
AGAINST
15 funds
WORKDAY, INC. June 16, 2026 To approve the amendment and restatement of our 2012 Employee Stock Purchase Plan to increase the number of shares of common stock reserved for issuance.
Compensation
Board For AGAINST
21 funds
FOR
14 funds

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How items are matched and positions counted: see the comparison table and the methodology. Built October 25, 2026 from SEC Form N-PX filings.