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
249 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 |
|---|---|---|---|---|---|---|
| UDEMY, INC. | April 9, 2026 | To approve one or more adjournments of the Special Meeting of Stockholders to a later date or time, if deemed necessary or appropriate, including adjournments to permit the solicitation of additional votes or proxies if there are not sufficient votes cast at the Special Meeting of Stockholders to approve the Udemy Merger Proposal. Corporate Governance |
Other | For | AGAINST 4 funds |
FOR 3 funds |
| ULTA BEAUTY, INC. | June 9, 2026 | To approve an amendment to our Certificate of Incorporation, as amended, to add specified forum selection provisions. Shareholder Rights and Defenses |
Other | For | FOR 21 funds |
AGAINST 14 funds |
| UNIFIRST CORPORATION | June 11, 2026 | To adjourn the special meeting of UniFirst shareholders to a later date or dates, if necessary or appropriate, to solicit additional proxies if, immediately prior to such adjournment, there are not sufficient votes at the time of the UniFirst special meeting to approve the UniFirst merger proposal or to ensure any supplement or amendment to the joint proxy statement/prospectus is timely provided to holders of UniFirst common stock (the ''UniFirst adjournment proposal''). Corporate Governance |
Other | For | AGAINST 11 funds |
FOR 7 funds |
| UNIQURE N.V. | June 10, 2026 | Resolution to adopt the amendment to the Articles of Association to include a federal forum selection provision. Shareholder Rights and Defenses |
Other | For | FOR 3 funds |
AGAINST 3 funds |
| UNIQURE N.V. | June 10, 2026 | Resolution to adopt the amendment to the Articles of Association to reflect Dutch large company regime. Corporate Governance |
Other | For | AGAINST 3 funds |
FOR 3 funds |
| UNITED RENTALS, INC. | May 8, 2026 | Stockholder Proposal on Directors Who Fail to Obtain a Majority Vote Corporate Governance |
Other | Against | AGAINST 25 funds |
FOR 13 funds |
| UNUSUAL MACHINES INC. | December 19, 2025 | Approve an adjournment of the Annual Meeting to a later date or time, if necessary, to permit further solicitation and vote of proxies if there are not sufficient votes at the time of the Annual Meeting to approve any of the proposals presented for a vote at the Annual Meeting. Corporate Governance |
Other | For | AGAINST 1 fund |
FOR 1 fund |
| Union Pacific Corporation | November 14, 2025 | proposal to adjourn the Union Pacific special meeting from time to time, if necessary or appropriate, to solicit additional proxies in the event there are not sufficient votes at the time of the Union Pacific special meeting to approve the share issuance proposal, which proposal is referred to as the Union Pacific adjournment proposal. Corporate Governance |
Other | For | AGAINST 23 funds |
FOR 14 funds |
| VEECO INSTRUMENTS INC. | February 6, 2026 | To approve the adjournment of the special meeting, if necessary or appropriate, to solicit additional proxies if there are insufficient votes at the time of the special meeting to approve the Merger Agreement Proposal or to ensure that any supplement or amendment to the joint proxy statement/prospectus is timely provided to stockholders. Corporate Governance |
Other | For | AGAINST 12 funds |
FOR 4 funds |
| VENTYX BIOSCIENCES, INC. | March 3, 2026 | To adjourn the special meeting to a later date or dates, if necessary or appropriate, to solicit additional proxies if there are insufficient votes to adopt the merger agreement at the time of the special meeting. Corporate Governance |
Other | For | AGAINST 2 funds |
FOR 3 funds |
| VERINT SYSTEMS INC. | November 18, 2025 | Approval of the adjournment or postponement of the Special Meeting to a later date or dates, if necessary or appropriate, to solicit additional proxies if there are insufficient votes virtually or by proxy to approve the proposal to adopt the Merger Agreement at the time of the Special Meeting. Corporate Governance |
Other | For | AGAINST 5 funds |
FOR 8 funds |
| VERIS RESIDENTIAL, INC. | May 21, 2026 | To adjourn the special meeting to a later date or time if necessary or appropriate to ensure that any necessary supplement or amendment to the accompanying proxy statement is provided to Company stockholders a reasonable amount of time in advance of the special meeting or to solicit additional proxies in favor of the Merger Proposal if there are insufficient votes at the time of the special meeting to approve the Merger Proposal. Corporate Governance |
Other | For | AGAINST 13 funds |
FOR 9 funds |
| VERU INC. | July 25, 2025 | To approve the adjournment of the Special Meeting if necessary or appropriate in the view of our Board of Directors, including to solicit additional proxies if there are not sufficient votes at the time of the Special Meeting to approve Proposal 1. Corporate Governance |
Other | For | AGAINST 2 funds |
FOR 2 funds |
| VIMEO, INC. | November 19, 2025 | To approve the adjournment of the special meeting of Vimeo stockholders to a later date if necessary or appropriate, to solicit additional proxies if there are insufficient votes to adopt the merger proposal at the then-scheduled date and time of the special meeting of Vimeo stockholders. Corporate Governance |
Other | For | AGAINST 5 funds |
FOR 3 funds |
| VIPER ENERGY, INC. | May 19, 2026 | The approval of an amendment to the Company's certificate of incorporation to provide that stockholders holding at least 20% of the voting power, determined on a net long basis, continuously for at least one year, may call special meetings of stockholders, and other immaterial changes. Shareholder Rights and Defenses |
Other | For | FOR 12 funds |
AGAINST 7 funds |
| VIVID SEATS INC. | July 21, 2025 | Approval of the adjournment of the Special Meeting to a later date or dates, if necessary, to solicit additional proxies if there are insufficient votes to approve Proposal No. 1. Corporate Governance |
Other | For | AGAINST 3 funds |
FOR 2 funds |
| WALGREENS BOOTS ALLIANCE, INC. | July 11, 2025 | To adjourn the Special Meeting, from time to time, to a later date or dates if necessary or appropriate, including adjournments to solicit additional proxies if there are insufficient votes at the time of the Special Meeting to approve the Merger Agreement Proposal (the "Adjournment Proposal"). Corporate Governance |
Other | For | AGAINST 18 funds |
FOR 14 funds |
| WEATHERFORD INTERNATIONAL PLC | June 11, 2026 | To approve an amendment to the Weatherford-Ireland Articles so that any Weatherford-Ireland ordinary shares that are issued on or after the Voting Record Time to persons other than Weatherford-US or its nominee(s) will either be subject to the terms of the Scheme of Arrangement or will be immediately and automatically acquired by Weatherford-US and/or its nominee(s) for the Scheme Consideration (as defined in the Scheme of Arrangement). Corporate Governance |
Other | For | FOR 12 funds |
AGAINST 8 funds |
| WIDEOPENWEST, INC. | December 3, 2025 | To adjourn the special meeting of the stockholders of the Company (the "Special Meeting"), from time to time, to a later date or dates, if necessary or appropriate, to solicit additional proxies if there are insufficient votes to adopt the Merger Agreement at the time of the Special Meeting. Corporate Governance |
Other | For | AGAINST 3 funds |
FOR 6 funds |
| WILLIS LEASE FINANCE CORPORATION | June 23, 2026 | Approve the adjournment of the Annual Meeting if necessary or appropriate in the view of the Board of Directors to permit further solicitation and voting of proxies if there are insufficient votes at the time of the Annual Meeting to approve Proposal 2 (regarding the approval of an amendment of the Company's Certificate of Incorporation). Corporate Governance |
Other | For | AGAINST 4 funds |
FOR 4 funds |
| WK KELLOGG CO | September 19, 2025 | The Adjournment Proposal - To approve one or more adjournments of the special meeting, if necessary, to solicit additional proxies if a quorum is not present or there are not sufficient votes cast at the special meeting to approve the Merger Proposal. Corporate Governance |
Other | For | AGAINST 10 funds |
FOR 7 funds |
| Waters Corporation | January 27, 2026 | To approve the adjournment of the Special Meeting, if necessary, (a) to solicit additional proxies in the event there are not sufficient votes at the time of the Special Meeting to approve the Share Issuance Proposal, (b) if there are insufficient shares of Waters Common Stock represented (either in person via the Internet or by proxy) to constitute a quorum necessary to conduct business at the Special Meeting, or (c) to allow reasonable time for the filing or mailing of any supplemental or amended disclosures that the Company has determined, based on the advice of outside legal counsel, are reasonably likely to be required under applicable law and for such supplemental or amended disclosures to be disseminated and reviewed by the Company's stockholders. Corporate Governance |
Other | For | AGAINST 21 funds |
FOR 15 funds |
| XCF GLOBAL, INC. | March 6, 2026 | To authorize an adjournment of the meeting to a later date or dates, if necessary or appropriate, to solicit additional proxies if there are not sufficient votes in favor of Proposal 1 Corporate Governance |
Other | For | AGAINST 2 funds |
FOR 1 fund |
| ZIMVIE INC. | October 10, 2025 | A proposal to approve any adjournment of the special meeting for the purpose of soliciting additional proxies if there are insufficient votes at the special meeting to approve Proposal 1. Corporate Governance |
Other | For | AGAINST 3 funds |
FOR 7 funds |
| ZSPACE, INC. | October 15, 2025 | Approval of an amendment to our Amended and Restated Certificate of Incorporation to allow for stockholder action by written consent. Shareholder Rights and Defenses |
Other | For | AGAINST 1 fund |
FOR 1 fund |
| ZSPACE, INC. | October 15, 2025 | Approval of the adjournment of the annual meeting to a later date or dates, if necessary or appropriate, to permit further solicitation and voting of proxies in the event that there are insufficient votes for, or otherwise in connection with, the approval of any of the above proposals. Corporate Governance |
Other | For | AGAINST 1 fund |
FOR 1 fund |
| AGCO CORPORATION | April 23, 2026 | Stockholder proposal regarding giving stockholders an ability to call for a special stockholder meeting, if properly presented at the meeting. Shareholder Rights and Defenses |
Other | Against | Split 10 FOR, 2 AGAINST |
AGAINST 12 funds |
| AXCELIS TECHNOLOGIES, INC. | February 6, 2026 | To approve the adjournment of the special meeting, if necessary or appropriate, to solicit additional proxies if there are insufficient votes to adopt the Axcelis Share Issuance Proposal. Corporate Governance |
Other | For | Split 2 FOR, 11 AGAINST |
FOR 8 funds |
| CENTRUS ENERGY CORP. | June 18, 2026 | To approve an amendment to the Section 382 Rights Agreement, as amended. Shareholder Rights and Defenses |
Other | For | Split 1 FOR, 6 AGAINST |
FOR 4 funds |
| CONFLUENT, INC. | February 12, 2026 | To adjourn the Special Meeting, from time to time, to a later date or dates, if necessary or appropriate, including to solicit additional proxies if there are insufficient votes to adopt the merger agreement at the time of the Special Meeting. Corporate Governance |
Other | For | Split 2 FOR, 6 AGAINST |
FOR 8 funds |
| CSG SYSTEMS INTERNATIONAL, INC. | January 30, 2026 | To adjourn the special meeting from time to time, if necessary or appropriate, as determined in accordance with the merger agreement by the CSG board of directors, including for the purpose of soliciting additional votes for the approval of the merger proposal if there are insufficient votes at the time of the special meeting to approve the merger proposal. Corporate Governance |
Other | For | Split 2 FOR, 11 AGAINST |
FOR 7 funds |
| DANA INCORPORATED | April 22, 2026 | Shareholder proposal to require an independent Board Chairman. Corporate Governance |
Other | Against | Split 2 FOR, 13 AGAINST |
AGAINST 7 funds |
| ELME COMMUNITIES | October 30, 2025 | Adjournment Proposal: To approve one or more adjournments of the Special Meeting, solely with respect to the proposals for which insufficient votes to approve such proposals were cast, to a later date or dates, if necessary, appropriate or advisable to solicit additional proxies. Corporate Governance |
Other | For | Split 1 FOR, 13 AGAINST |
FOR 9 funds |
| EQUINIX, LLC | May 13, 2026 | Consideration and vote upon a stockholder proposal, if properly presented at the Annual Meeting, related to lowering the stock ownership threshold required to call a special meeting Shareholder Rights and Defenses |
Other | Against | Split 1 FOR, 29 AGAINST |
AGAINST 15 funds |
| GROUP 1 AUTOMOTIVE, INC. | May 12, 2026 | Shareholder Proposal: Give Shareholders an Ability to Call for a Special Shareholder Meeting. Shareholder Rights and Defenses |
Other | Against | Split 2 FOR, 10 AGAINST |
AGAINST 10 funds |
| HERON THERAPEUTICS, INC. | June 11, 2026 | To ratify, on a nonbinding advisory basis, the adoption of the Tax Benefits Preservation Plan. Shareholder Rights and Defenses |
Other | For | Split 2 FOR, 2 AGAINST |
FOR 4 funds |
| ICU MEDICAL, INC. | May 13, 2026 | To approve an adjournment of the Annual Meeting, if necessary, to solicit additional proxies to approve Proposal 5. Corporate Governance |
Other | For | Split 2 FOR, 12 AGAINST |
FOR 7 funds |
| ICU MEDICAL, INC. | May 13, 2026 | To approve, on an advisory basis, a stockholder proposal to establish a 10% stockholder special meeting right. Shareholder Rights and Defenses |
Other | Against | Split 2 FOR, 12 AGAINST |
AGAINST 7 funds |
| INSPIRE MEDICAL SYSTEMS, INC. | April 30, 2026 | Approval of an adjournment of the Annual Meeting, if necessary, to solicit additional proxies if there are not sufficient votes at the time of the Annual Meeting to approve Proposal No. 5 and/or Proposal No. 6. Corporate Governance |
Other | For | Split 2 FOR, 12 AGAINST |
FOR 5 funds |
| LAM RESEARCH CORPORATION | November 4, 2025 | Stockholder proposal titled "Realistic Shareholder Ability to Call for a Special Shareholder Meeting," if properly presented. Corporate Governance |
Other | Against | Split 3 FOR, 20 AGAINST |
AGAINST 13 funds |
| MARKETAXESS HOLDINGS INC. | June 10, 2026 | If properly presented, a stockholder proposal regarding changes to existing stockholder special meeting right. Shareholder Rights and Defenses |
Other | Against | Split 2 FOR, 13 AGAINST |
AGAINST 12 funds |
| MASTERCARD INCORPORATED | June 16, 2026 | Consideration of a stockholder proposal regarding shareholder right to act by written consent Shareholder Rights and Defenses |
Other | Against | Split 3 FOR, 28 AGAINST |
AGAINST 13 funds |
| MICRON TECHNOLOGY, INC. | January 15, 2026 | SHAREHOLDER PROPOSAL REQUESTING AMENDMENT TO SHAREHOLDER SPECIAL MEETING RIGHT. Shareholder Rights and Defenses |
Other | Against | Split 2 FOR, 24 AGAINST |
AGAINST 12 funds |
| MKS INC. | May 11, 2026 | A shareholder proposal to reduce the threshold percentage of shareholders required to call a special meeting of shareholders from 40% to 10%, if properly presented at the meeting. Corporate Governance |
Other | Against | Split 2 FOR, 10 AGAINST |
AGAINST 11 funds |
| MRC GLOBAL INC. | September 9, 2025 | Approve the adjournment of the MRC Global Inc. special meeting to solicit additional proxies if there are not sufficient votes at the time of the MRC Global Inc. special meeting to approve the MRC Global Inc. merger proposal Corporate Governance |
Other | For | Split 2 FOR, 4 AGAINST |
FOR 7 funds |
| PENUMBRA, INC. | May 6, 2026 | To adjourn or postpone the Special Meeting, if necessary or appropriate, to solicit additional proxies if, immediately prior to such adjournment or postponement, there are not sufficient votes to approve the Merger Proposal or to ensure that any supplement or amendment to the accompanying proxy statement/prospectus is timely provided to Penumbra Stockholders. Corporate Governance |
Other | For | Split 2 FOR, 11 AGAINST |
FOR 12 funds |
| POTLATCHDELTIC CORPORATION | January 27, 2026 | The PotlatchDeltic adjournment proposal: A proposal to adjourn the special meeting from time to time, if necessary or appropriate, to solicit additional proxies in the event there are not sufficient votes at the time of the special meeting to approve the PotlatchDeltic merger agreement proposal. Corporate Governance |
Other | For | Split 2 FOR, 12 AGAINST |
FOR 8 funds |
| VISA INC. | January 27, 2026 | Shareholder proposal on shareholder right to act by written consent. Shareholder Rights and Defenses |
Other | Against | Split 3 FOR, 30 AGAINST |
AGAINST 15 funds |
| WYNDHAM HOTELS & RESORTS, INC. | May 14, 2026 | To vote on a stockholder proposal, if properly presented at the meeting, regarding stockholder ability to act by written consent. Shareholder Rights and Defenses |
Other | Against | Split 12 FOR, 2 AGAINST |
FOR 13 funds |
← Previous Page 3 of 3
How items are matched and positions counted: see the comparison table and the methodology. Built October 18, 2026 from SEC Form N-PX filings.