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 |
|---|---|---|---|---|---|---|
| KURA ONCOLOGY, INC. | June 4, 2026 | Election of three Class III directors for three-year terms: Mary T. Szela Director Elections |
Board | For | FOR 5 funds |
WITHHOLD 4 funds |
| Kaltura, Inc. | June 24, 2026 | Election of Directors: Ronen Faier Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 4 funds |
| Kirby Corporation | April 27, 2026 | Election of three Class I Directors: Richard J. Alario Director Elections |
Board | For | AGAINST 13 funds |
FOR 9 funds |
| Knife River Corporation | May 20, 2026 | Election of Two Class III Directors: Karen B. Fagg Director Elections |
Board | For | AGAINST 9 funds |
FOR 7 funds |
| Korn Ferry | September 18, 2025 | Election of Directors: Doyle N. Beneby Director Elections |
Board | For | AGAINST 11 funds |
FOR 8 funds |
| Kosmos Energy Ltd. | May 28, 2026 | Elect Class I Directors to 3-year term: Maria Moraeus Hanssen Director Elections |
Board | For | AGAINST 5 funds |
FOR 7 funds |
| Kura Sushi USA, Inc. | January 21, 2026 | Election of Directors: Carin L. Stutz Director Elections |
Board | For | FOR 4 funds |
AGAINST 4 funds |
| LAMAR ADVERTISING COMPANY | May 14, 2026 | Approval of an amendment and restatement of the Company's 2019 Employee Stock Purchase Plan. Compensation |
Board | For | FOR 13 funds |
AGAINST 16 funds |
| LANZATECH GLOBAL, INC. | July 28, 2025 | To approve an amendment to LanzaTech's Second Amended and Restated Certificate of Incorporation (the ''Certificate of Incorporation'') to increase the number of authorized shares of LanzaTech's common stock (''Common Stock'') from 600,000,000 to 2,580,000,000 (which will result in an increase in the total number of authorized shares of capital stock of the Company from 620,000,000 to 2,600,000,000) (the ''Increased Authorized Shares Proposal''). Capital Structure |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| LATTICE SEMICONDUCTOR CORPORATION | May 1, 2026 | To approve on a non-binding, advisory basis, our Named Executive Officer's compensation. Say-on-Pay |
Board | For | FOR 19 funds |
AGAINST 14 funds |
| LAZARD INC. | May 21, 2026 | Approval of the amendment to the Lazard Inc. 2018 Incentive Compensation Plan. Compensation |
Board | For | FOR 7 funds |
AGAINST 10 funds |
| LEGGETT & PLATT, INCORPORATED | May 21, 2026 | Election of directors: Joseph W. McClanathan Director Elections |
Board | For | AGAINST 10 funds |
FOR 7 funds |
| LENNAR CORPORATION | April 8, 2026 | Approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 28 funds |
AGAINST 14 funds |
| LIBERTY LIVE HOLDINGS, INC. | May 11, 2026 | The say-on-pay proposal, to approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 1 fund |
| LIFEVANTAGE CORPORATION | November 6, 2025 | To approve an amendment to the 2017 Long-Term Incentive Plan. Compensation |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| LIMONEIRA COMPANY | March 25, 2026 | To vote on an advisory resolution to approve the compensation of the Named Executive Officers as disclosed in this proxy statement ("Proposal 2"); Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 3 funds |
| LINCOLN NATIONAL CORPORATION | May 28, 2026 | The approval of an advisory resolution on the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 20 funds |
FOR 13 funds |
| LIONSGATE STUDIOS CORP. | March 17, 2026 | Election of Directors: Emily Fine Director Elections |
Board | For | FOR 3 funds |
WITHHOLD 9 funds |
| LIONSGATE STUDIOS CORP. | March 17, 2026 | Election of Directors: Gordon Crawford Director Elections |
Board | For | FOR 3 funds |
WITHHOLD 9 funds |
| LIONSGATE STUDIOS CORP. | March 17, 2026 | Election of Directors: Harry E. Sloan Director Elections |
Board | For | FOR 3 funds |
WITHHOLD 9 funds |
| LIONSGATE STUDIOS CORP. | March 17, 2026 | Election of Directors: John D. Harkey Director Elections |
Board | For | FOR 3 funds |
WITHHOLD 9 funds |
| LIONSGATE STUDIOS CORP. | March 17, 2026 | Election of Directors: Jon Feltheimer Director Elections |
Board | For | FOR 3 funds |
WITHHOLD 9 funds |
| LIONSGATE STUDIOS CORP. | March 17, 2026 | Election of Directors: Mark H. Rachesky Director Elections |
Board | For | FOR 3 funds |
WITHHOLD 9 funds |
| LIONSGATE STUDIOS CORP. | March 17, 2026 | Election of Directors: Michael T. Fries Director Elections |
Board | For | FOR 3 funds |
WITHHOLD 9 funds |
| LIONSGATE STUDIOS CORP. | March 17, 2026 | Election of Directors: Richard Rosenblatt Director Elections |
Board | For | FOR 3 funds |
WITHHOLD 9 funds |
| LIONSGATE STUDIOS CORP. | March 17, 2026 | Election of Directors: Susan McCaw Director Elections |
Board | For | FOR 3 funds |
WITHHOLD 9 funds |
| LIONSGATE STUDIOS CORP. | March 17, 2026 | Election of Directors: Yvette Ostolaza Director Elections |
Board | For | FOR 3 funds |
WITHHOLD 9 funds |
| LIQUIDITY SERVICES, INC. | February 26, 2026 | Election of Directors: Jaime Mateus-Tique Director Elections |
Board | For | WITHHOLD 9 funds |
FOR 4 funds |
| LIVE OAK BANCSHARES, INC. | May 19, 2026 | Omnibus Stock Incentive Plan. Proposal to approve the Live Oak Bancshares, Inc. 2026 Omnibus Stock Incentive Plan. Compensation |
Board | For | FOR 2 funds |
AGAINST 4 funds |
| LOUISIANA-PACIFIC CORPORATION | May 1, 2026 | Advisory vote to approve named executive officer compensation Say-on-Pay |
Board | For | FOR 21 funds |
AGAINST 13 funds |
| LUCID GROUP, INC. | June 4, 2026 | To approve the amendment and restatement of the Lucid Group, Inc. Amended and Restated 2021 Stock Incentive Plan Compensation |
Board | For | FOR 6 funds |
AGAINST 5 funds |
| LULULEMON ATHLETICA INC. | June 25, 2026 | Advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | Contested | AGAINST 28 funds |
FOR 14 funds |
| LUMENTUM HOLDINGS INC. | November 19, 2025 | To approve the 2025 Equity Incentive Plan. Compensation |
Board | For | FOR 12 funds |
AGAINST 12 funds |
| LUMENTUM HOLDINGS INC. | November 19, 2025 | To approve, on a non-binding, advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 18 funds |
FOR 14 funds |
| LUMINAR TECHNOLOGIES, INC. | July 3, 2025 | To approve for purposes of complying with Nasdaq Listing Rule 5635(d), the full issuance of shares of Class A common stock pursuant to that certain Securities Purchase Agreement, dated May 19, 2025 entered into in connection with a Series A Convertible Preferred Stock financing with certain institutional accredited investors, without giving effect to the 19.99% cap under Nasdaq Listing Rule 5635(d). Capital Structure |
Board | For | AGAINST 3 funds |
FOR 4 funds |
| LUMINAR TECHNOLOGIES, INC. | July 3, 2025 | To approve on an advisory (non-binding) basis of the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 5 funds |
| Lakeland Financial Corporation | April 14, 2026 | ELECTION OF DIRECTORS: A. Faraz Abbasi Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 8 funds |
| Lakeland Financial Corporation | April 14, 2026 | ELECTION OF DIRECTORS: Bradley J. Toothaker Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 8 funds |
| Legacy Housing Corporation | December 18, 2025 | Election of Directors: Skyler M. Howton Director Elections |
Board | For | FOR 4 funds |
AGAINST 4 funds |
| Linde Plc | July 29, 2025 | Election of Directors: Dr. Victoria Ossadnik Director Elections |
Board | For | FOR 27 funds |
AGAINST 13 funds |
| Loews Corporation | May 12, 2026 | Election of Directors: Dino E. Robusto Director Elections |
Board | For | FOR 19 funds |
AGAINST 14 funds |
| Loews Corporation | May 12, 2026 | Election of Directors: Paul J. Fribourg Director Elections |
Board | For | AGAINST 18 funds |
FOR 14 funds |
| Lumentum Holdings Inc. | November 19, 2025 | Election of Directors: Julia S. Johnson Director Elections |
Board | For | FOR 12 funds |
AGAINST 12 funds |
| M-TRON INDUSTRIES, INC. | June 16, 2026 | To approve the Second Amended and Restated M-tron Industries, Inc. 2022 Incentive Plan. Compensation |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| MAPLEBEAR INC. | May 22, 2026 | To approve, on a non-binding, advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 16 funds |
FOR 13 funds |
| MARQETA, INC. | June 10, 2026 | To approve, on a non-binding advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 5 funds |
| MARTEN TRANSPORT, LTD. | May 5, 2026 | Election of Directors: Jerry M. Bauer Director Elections |
Board | For | AGAINST 9 funds |
FOR 7 funds |
| MARTEN TRANSPORT, LTD. | May 5, 2026 | Election of Directors: Larry B. Hagness Director Elections |
Board | For | AGAINST 9 funds |
FOR 7 funds |
| MARTEN TRANSPORT, LTD. | May 5, 2026 | Election of Directors: Patricia L. Jones Director Elections |
Board | For | AGAINST 9 funds |
FOR 7 funds |
| MARTEN TRANSPORT, LTD. | May 5, 2026 | Election of Directors: Robert L. Demorest Director Elections |
Board | For | AGAINST 9 funds |
FOR 7 funds |
| MATCH GROUP, INC. | June 16, 2026 | To approve a non-binding advisory resolution on executive compensation. Say-on-Pay |
Board | For | FOR 18 funds |
AGAINST 13 funds |
| MAXLINEAR, INC. | May 20, 2026 | To approve an amendment and restatement of the MaxLinear, Inc. Amended and Restated 2010 Equity Incentive Plan, including approval of a new ten-year term and an increase in the number of shares reserved thereunder by 3,204,107. Compensation |
Board | For | AGAINST 12 funds |
FOR 7 funds |
| MBIA INC. | May 5, 2026 | To approve, on an advisory basis, executive compensation. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 5 funds |
| MBIA Inc. | May 5, 2026 | Election of Directors: Diane L. Dewbrey Director Elections |
Board | For | AGAINST 3 funds |
FOR 4 funds |
| MEDICAL PROPERTIES TRUST, INC. | May 28, 2026 | To approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 19 funds |
AGAINST 11 funds |
| MEDIFAST, INC. | May 19, 2026 | Approve the Amended and Restated 2012 Share Incentive Plan. Compensation |
Board | For | FOR 2 funds |
AGAINST 7 funds |
| MERCURY SYSTEMS, INC. | October 22, 2025 | To approve our 2025 Long Term Incentive Plan. Compensation |
Board | For | FOR 13 funds |
AGAINST 7 funds |
| MGM RESORTS INTERNATIONAL | May 6, 2026 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 22 funds |
FOR 15 funds |
| MIAMI INTL HLDGS INC | June 16, 2026 | The approval, on a non-binding advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 5 funds |
| MICROCHIP TECHNOLOGY INCORPORATED | August 19, 2025 | Proposal to approve, on an advisory (non-binding) basis, the compensation of our named executives. Say-on-Pay |
Board | For | FOR 26 funds |
AGAINST 15 funds |
| MICROSOFT CORPORATION | December 5, 2025 | Election of Directors: Hugh F. Johnston Director Elections |
Board | For | FOR 35 funds |
AGAINST 15 funds |
| MILLERKNOLL, INC. | October 13, 2025 | Proposal to approve the MillerKnoll, Inc. 2025 Long-Term Incentive Plan. Compensation |
Board | For | AGAINST 9 funds |
FOR 7 funds |
| MOBILE INFRASTRUCTURE CORPORATION | June 18, 2026 | Approval of Amended and Restated Mobile Infrastructure Corporation and Mobile Infra Operating Company, LLC 2023 Incentive Award Plan. Compensation |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| MOBILEYE GLOBAL INC. | June 18, 2026 | Advisory vote on executive compensation. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 4 funds |
| MODERNA, INC. | May 6, 2026 | To approve, on a non-binding, advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 21 funds |
AGAINST 17 funds |
| MOLINA HEALTHCARE, INC. | May 6, 2026 | To consider and approve, on a non-binding, advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 22 funds |
AGAINST 16 funds |
| MONOLITHIC POWER SYSTEMS, INC. | June 11, 2026 | Election of Directors: Victor K. Lee Director Elections |
Board | For | WITHHOLD 19 funds |
FOR 16 funds |
| MONSTER BEVERAGE CORPORATION | May 14, 2026 | Proposal to elect ten Directors: Mark S. Vidergauz Director Elections |
Board | For | AGAINST 22 funds |
FOR 12 funds |
| MP MATERIALS CORP. | June 9, 2026 | Advisory vote to approve compensation paid to the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 18 funds |
FOR 13 funds |
| MUELLER WATER PRODUCTS, INC. | February 9, 2026 | Election of Directors: Brian C. Healy Director Elections |
Board | For | AGAINST 12 funds |
FOR 8 funds |
| Medical Properties Trust, Inc. | May 28, 2026 | To elect nine directors: D. Paul Sparks, Jr. Director Elections |
Board | For | FOR 11 funds |
AGAINST 10 funds |
| Microvast Holdings, Inc. | October 23, 2025 | Election of Director: Wei Ying Director Elections |
Board | For | FOR 5 funds |
AGAINST 2 funds |
| Millrose Properties, Inc. | May 18, 2026 | Election of Directors: Carlos A. Migoya (Chair) Director Elections |
Board | For | FOR 10 funds |
AGAINST 8 funds |
| Millrose Properties, Inc. | May 18, 2026 | Election of Directors: Kathleen B. Lynch Director Elections |
Board | For | FOR 10 funds |
AGAINST 8 funds |
| Millrose Properties, Inc. | May 18, 2026 | Election of Directors: Matthew B. Gorson Director Elections |
Board | For | AGAINST 10 funds |
FOR 8 funds |
| Millrose Properties, Inc. | May 18, 2026 | Election of Directors: Patrick J. Bartels Director Elections |
Board | For | FOR 10 funds |
AGAINST 8 funds |
| Mobileye Global Inc. | June 18, 2026 | Election of Directors: David Zinsner Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 3 funds |
| Mobileye Global Inc. | June 18, 2026 | Election of Directors: Nagasubramaniyan Chandrasekaran Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 3 funds |
| Moelis & Company | June 25, 2026 | Election of Directors: Laila J. Worrell Director Elections |
Board | For | FOR 10 funds |
AGAINST 10 funds |
| Monarch Casino & Resort, Inc. | May 27, 2026 | Election of Directors: Craig F. Sullivan Director Elections |
Board | For | AGAINST 9 funds |
FOR 5 funds |
| NAPCO Security Technologies, Inc. | December 8, 2025 | Election of Directors: David Paterson Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 5 funds |
| NAPCO Security Technologies, Inc. | December 8, 2025 | Election of Directors: Kevin S. Buchel Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 5 funds |
| NATIONAL PRESTO INDUSTRIES, INC. | May 19, 2026 | Election of Directors: Randy F. Lieble Director Elections |
Board | For | WITHHOLD 10 funds |
FOR 4 funds |
| NATURE'S SUNSHINE PRODUCTS, INC. | May 6, 2026 | To approve the adoption of the Nature's Sunshine Products, Inc. 2026 Stock Incentive Plan. Compensation |
Board | For | AGAINST 3 funds |
FOR 2 funds |
| NEWELL BRANDS INC. | May 7, 2026 | Approve an advisory resolution on named executive officer compensation. Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 9 funds |
| NEXPOINT DIVERSIFIED REAL ESTATE TRUST | June 2, 2026 | To approve, in accordance with Section 312.03(c) of the New York Stock Exchange Listed Company Manual and Section 11(g) of the Statement of Preferences of 9.00% Series B Cumulative Redeemable Preferred Shares, the issuance of common shares upon the conversion or redemption of any and all of the 9.00% Series B Cumulative Redeemable Preferred Shares, par value $0.001 per share, liquidation preference $25.00 per share, of the Company purchased by investors in a registered continuous offering, as more fully described in the proxy materials. Capital Structure |
Board | For | AGAINST 2 funds |
FOR 4 funds |
| NEXPOINT REAL ESTATE FINANCE, INC. | June 2, 2026 | To approve, in accordance with Section 312.03 of the New York Stock Exchange Listed Company Manual, the issuance of shares of common stock generally and to Related Parties (as defined in the proxy materials), in each case, upon the redemption of any and all of the shares of 8.00% Series C Cumulative Redeemable Preferred Stock, par value $0.01 per share, of the Company purchased by investors in a registered continuous offering, as more fully described in the proxy materials. Capital Structure |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| NEXTDOOR HOLDINGS, INC | June 9, 2026 | Election of Class II Director: David Sze Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 4 funds |
| NEXTNRG INC. | December 29, 2025 | To approve a change in our state of incorporation from Delaware to Nevada. Extraordinary Transactions |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| NIAGEN BIOSCIENCE, INC. | June 24, 2026 | Election of Directors: Hamed Shahbazi Director Elections |
Board | For | FOR 3 funds |
WITHHOLD 4 funds |
| NIAGEN BIOSCIENCE, INC. | June 24, 2026 | Election of Directors: Kristin Patrick Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 4 funds |
| NIAGEN BIOSCIENCE, INC. | June 24, 2026 | Election of Directors: Steven Rubin Director Elections |
Board | For | FOR 3 funds |
WITHHOLD 4 funds |
| NIKE, Inc. | September 9, 2025 | Class B director nominees: To elect a Board of Directors for the ensuing year: John Rogers, Jr. Director Elections |
Board | For | FOR 24 funds |
WITHHOLD 12 funds |
| NIQ GLOBAL INTELLIGENCE PLC | May 21, 2026 | To ratify, in a non-binding advisory vote, the selection of Ernst & Young LLP as the Company's independent auditor for the fiscal year ending December 31, 2026 and to authorize, in a binding vote, the board of directors, acting through the audit committee, to set the independent auditor's remuneration Audit-related |
Board | For | AGAINST 2 funds |
FOR 9 funds |
| NLIGHT, INC. | June 5, 2026 | Election of Class II Director: Geoffrey Moore Director Elections |
Board | For | FOR 3 funds |
WITHHOLD 5 funds |
| NOVA LTD. | June 18, 2026 | Approval of amendment to the employment terms of Mr. Gabriel Waisman as the President and Chief Executive Officer of the Company and to the Company's compensation policy for executive officers and directors. Compensation |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| NOVAVAX, INC. | June 18, 2026 | Amendment and restatement of the Novavax, Inc. 2013 Employee Stock Purchase Plan, as amended (the ''ESPP''), to increase the number of shares of Common Stock available for issuance under the ESPP by 1,000,000 shares, such that the number of shares available for issuance is the lesser of (a) 3,375,888 shares of Common Stock increased on January 1 of each year by 5% of the share pool and (b) 4,820,564 shares of Common Stock. Compensation |
Board | For | FOR 6 funds |
AGAINST 5 funds |
| NRC HEALTH | June 23, 2026 | NON-BINDING, ADVISORY VOTE ON THE APPROVAL OF THE COMPENSATION OF OUR NAMED EXECUTIVE OFFICERS AS DISCLOSED IN THE PROXY STATEMENT. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 5 funds |
| National Beverage Corp. | October 3, 2025 | Election of Directors: Stanley M. Sheridan Director Elections |
Board | For | WITHHOLD 10 funds |
FOR 5 funds |
| Natural Grocers by Vitamin Cottage, Inc. | March 4, 2026 | Election of Directors: Sandra Buffa Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 4 funds |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 18, 2026 from SEC Form N-PX filings.