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 |
|---|---|---|---|---|---|---|
| WORKHORSE GROUP INC. | November 25, 2025 | The Say-on-Pay Proposal: Approve, on an advisory basis, the compensation of Workhorse's named executive officers. Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| WORKIVA INC. | May 28, 2026 | Election of Directors: Michael M. Crow, Ph.D. Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 4 funds |
| WORLD ACCEPTANCE CORPORATION | August 20, 2025 | APPROVE THE WORLD ACCEPTANCE CORPORATION 2025 STOCK INCENTIVE PLAN. Compensation |
Board | For | AGAINST 8 funds |
FOR 8 funds |
| WORTHINGTON ENTERPRISES, INC. | September 23, 2025 | Approve the Worthington Enterprises, Inc. 2025 Equity Plan for Non-Employee Directors. Compensation |
Board | For | AGAINST 9 funds |
FOR 7 funds |
| WW INTERNATIONAL, INC. | June 12, 2026 | To approve, on an advisory basis, the Company's named executive officer compensation. Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 5 funds |
| Welltower Inc. | May 21, 2026 | Election of Directors: Ade J. Patton Director Elections |
Board | For | FOR 22 funds |
AGAINST 15 funds |
| Welltower Inc. | May 21, 2026 | Election of Directors: Johnese M. Spisso Director Elections |
Board | For | FOR 22 funds |
AGAINST 15 funds |
| Welltower Inc. | May 21, 2026 | Election of Directors: Kathryn M. Sullivan Director Elections |
Board | For | FOR 22 funds |
AGAINST 15 funds |
| Welltower Inc. | May 21, 2026 | Election of Directors: Sergio D. Rivera Director Elections |
Board | For | FOR 22 funds |
AGAINST 15 funds |
| Westinghouse Air Brake Technologies Corporation | May 12, 2026 | Elect three directors for a term of three years expiring in 2029: Lee C. Banks Director Elections |
Board | For | AGAINST 23 funds |
FOR 14 funds |
| WisdomTree, Inc. | June 17, 2026 | Election of Directors: Shamla Naidoo Director Elections |
Board | For | AGAINST 11 funds |
FOR 8 funds |
| Workday, Inc. | June 16, 2026 | Election of Class II Directors: George J. Still, Jr. Director Elections |
Board | For | FOR 22 funds |
AGAINST 14 funds |
| Workday, Inc. | June 16, 2026 | Election of Class II Directors: Mark J. Hawkins Director Elections |
Board | For | FOR 22 funds |
AGAINST 14 funds |
| X4 PHARMACEUTICALS, INC. | May 11, 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 2 funds |
| XBIOTECH INC | August 29, 2025 | To approve, on an advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| XCF GLOBAL, INC. | March 6, 2026 | To approve the potential issuance of 19.99% or more of the Company's issued and outstanding Common Stock as of January 26, 2026 pursuant to the private placement offering of shares of Common Stock to a single investor in accordance with Nasdaq Listing Rules 5635(d) and 5635(b) Capital Structure |
Board | For | AGAINST 2 funds |
FOR 1 fund |
| XENCOR, INC. | June 16, 2026 | Approval of the amendment to the Company's Amended and Restated 2023 Equity Incentive Plan to increase the number of authorized shares reserved for issuance thereunder by 4,000,000 shares; and Compensation |
Board | For | AGAINST 10 funds |
FOR 4 funds |
| XOMA ROYALTY CORP. | May 21, 2026 | Approval of an amendment and restatement of the 2010 Long Term Incentive and Stock Award Plan. Compensation |
Board | For | AGAINST 3 funds |
FOR 2 funds |
| Xperi Inc. | April 17, 2026 | Election of Directors: Christopher Seams Director Elections |
Board | For | AGAINST 3 funds |
FOR 4 funds |
| YEXT, INC. | June 10, 2026 | Approve the amended, restated and extended Yext, Inc. 2016 Equity Incentive Plan. Compensation |
Board | For | AGAINST 5 funds |
FOR 4 funds |
| Yext, Inc. | June 10, 2026 | Election of Class III Directors: Andrew Sheehan Director Elections |
Board | For | AGAINST 5 funds |
FOR 4 funds |
| Yum China Holdings, Inc. | May 28, 2026 | Election of Directors: Fred Hu Director Elections |
Board | For | AGAINST 10 funds |
FOR 2 funds |
| ZENTALIS PHARMACEUTICALS, 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 1 fund |
AGAINST 2 funds |
| ZETA GLOBAL HOLDINGS CORP. | June 16, 2026 | Election of Directors: Jeanine Silberblatt Director Elections |
Board | For | FOR 6 funds |
WITHHOLD 4 funds |
| ZETA GLOBAL HOLDINGS CORP. | June 16, 2026 | Election of Directors: William Landman Director Elections |
Board | For | FOR 6 funds |
WITHHOLD 4 funds |
| ZOOMINFO TECHNOLOGIES INC. | May 14, 2026 | To approve, on an advisory, non-binding basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 17 funds |
FOR 9 funds |
| ZSPACE, INC. | October 15, 2025 | Approval of the issuance of shares of our common stock in connection with the Convertible Promissory Note, dated April 11, 2025, issued by zSpace to an institutional investor, as required by Nasdaq Listing Rule 5635(d). Capital Structure |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| Zebra Technologies Corporation | May 19, 2026 | Election of Directors: Class III term to expire 2029: Linda M. Connly Director Elections |
Board | For | AGAINST 18 funds |
FOR 14 funds |
| agilon health, inc. | June 2, 2026 | Election of Class II Directors: Karen McLoughlin Director Elections |
Board | For | AGAINST 3 funds |
FOR 7 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.