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
1,163 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 |
|---|---|---|---|---|---|---|
| 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 |
| 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 |
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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.