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 |
|---|---|---|---|---|---|---|
| New Fortress Energy Inc. | June 17, 2026 | To amend the Certificate of Incorporation to provide that holders of shares of Class A common stock of the Company will not be entitled to vote on any amendment to the Certificate of Incorporation (including any certificate of designations and any other applicable designation of capital stock) that relates solely to the terms of one or more outstanding series of shares of preferred stock or other classes or series of capital stock if the holders of such affected classes or series are entitled, either separately or together with the holders of one or more other such classes or series, to vote thereon pursuant to the Certificate of Incorporation (including any certificate of designations and any other applicable designation of capital stock) or pursuant to the General Corporation Law of the State of Delaware; Capital Structure |
Board | For | AGAINST 3 funds |
FOR 5 funds |
| O'REILLY AUTOMOTIVE, INC. | May 14, 2026 | Election of Director Nominees: Dana M. Perlman Director Elections |
Board | For | AGAINST 24 funds |
FOR 14 funds |
| O'REILLY AUTOMOTIVE, INC. | May 14, 2026 | Election of Director Nominees: John R. Murphy Director Elections |
Board | For | AGAINST 24 funds |
FOR 14 funds |
| OKTA, INC. | June 18, 2026 | To approve an amendment to our 2017 Equity Incentive Plan. Compensation |
Board | For | AGAINST 15 funds |
FOR 13 funds |
| OKTA, INC. | June 18, 2026 | To approve, on an advisory non-binding basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 24 funds |
FOR 15 funds |
| OMNIAB, INC. | June 17, 2026 | Election of Directors: Jennifer Cochran, Ph.D. Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 5 funds |
| OMNICOM GROUP INC. | May 5, 2026 | Advisory resolution to approve executive compensation. Say-on-Pay |
Board | For | FOR 32 funds |
AGAINST 18 funds |
| ONDAS INC. | May 28, 2026 | To approve an amendment to the Ondas Inc. 2021 Stock Incentive Plan, as amended (the ''2021 Plan''), to increase the number of shares of Common Stock authorized for issuance under the 2021 Plan. Compensation |
Board | For | AGAINST 6 funds |
FOR 3 funds |
| ONE STOP SYSTEMS, INC. | May 13, 2026 | To approve, on a non-binding advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| ONESPAN INC. | June 5, 2026 | To elect seven directors to serve on the Board of Directors: Marianne Johnson Director Elections |
Board | For | AGAINST 6 funds |
FOR 4 funds |
| OPEN LENDING CORPORATION | June 3, 2026 | To approve, on a nonbinding advisory basis, the compensation of our named executive officers Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 5 funds |
| OPTIMIZERX CORPORATION | June 9, 2026 | Approval of an amendment to the Company's 2021 Equity Incentive Plan (the "2021 Equity Plan") to increase the aggregate number of shares of Common Stock available for awards by 1,000,000 shares to 5,450,000 shares. Compensation |
Board | For | AGAINST 3 funds |
FOR 3 funds |
| ORACLE CORPORATION | November 18, 2025 | Advisory Vote to Approve the Compensation of our Named Executive Officers Say-on-Pay |
Board | For | AGAINST 35 funds |
FOR 16 funds |
| OSI Systems, Inc. | December 11, 2025 | Election of Directors: Gerald Chizever Director Elections |
Board | For | FOR 13 funds |
AGAINST 8 funds |
| OUTFRONT Media Inc. | June 3, 2026 | Election of Director Nominees: Susan M. Tolson Director Elections |
Board | For | AGAINST 9 funds |
FOR 10 funds |
| Omeros Corporation | June 18, 2026 | Election of Directors: Diana T. Perkinson, M.D. Director Elections |
Board | For | AGAINST 4 funds |
FOR 4 funds |
| Omeros Corporation | June 18, 2026 | Election of Directors: Peter A. Demopulos, M.D. Director Elections |
Board | For | AGAINST 4 funds |
FOR 4 funds |
| Omeros Corporation | June 18, 2026 | Election of Directors: Thomas J. Cable Director Elections |
Board | For | AGAINST 4 funds |
FOR 4 funds |
| OneSpaWorld Holdings Limited | June 3, 2026 | Election of Directors: Andrew R. Heyer Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 5 funds |
| OneWater Marine Inc. | February 19, 2026 | Election of Directors: John F. Schraudenbach Director Elections |
Board | For | AGAINST 3 funds |
FOR 4 funds |
| Optimum Communications, Inc. | June 10, 2026 | Election of Directors: Mark Mullen Director Elections |
Board | For | FOR 4 funds |
AGAINST 7 funds |
| PACIRA BIOSCIENCES, INC. | June 9, 2026 | Approval of our Amended and Restated 2011 Stock Incentive Plan. Compensation |
Board | Contested | FOR 11 funds |
AGAINST 8 funds |
| PACKAGING CORPORATION OF AMERICA | May 12, 2026 | Election of Directors: Cheryl K. Beebe Director Elections |
Board | For | AGAINST 21 funds |
FOR 15 funds |
| PACKAGING CORPORATION OF AMERICA | May 12, 2026 | Election of Directors: Roger B. Porter Director Elections |
Board | For | AGAINST 21 funds |
FOR 15 funds |
| PACKAGING CORPORATION OF AMERICA | May 12, 2026 | Election of Directors: Samuel M. Mencoff Director Elections |
Board | For | AGAINST 21 funds |
FOR 15 funds |
| PALISADE BIO, INC. | June 10, 2026 | To approve, on a non-binding advisory basis, the compensation of our named executive officers, as disclosed in the proxy statement. Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| PALLADYNE AI CORP. | June 8, 2026 | To approve restricted stock unit awards to our senior executives. Compensation |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| PALLADYNE AI CORP. | June 8, 2026 | To elect one Class II director to hold office until our 2029 annual meeting of stockholders and his successor is elected and qualified. Dennis Weibling Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 2 funds |
| PAMT CORP | April 30, 2026 | Election of Directors: Matthew J. Moroun Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 1 fund |
| PAMT CORP | April 30, 2026 | Election of Directors: Matthew T. Moroun Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 1 fund |
| PAMT CORP | April 30, 2026 | Election of Directors: W. Scott Davis Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 1 fund |
| PARK AEROSPACE CORP. | July 22, 2025 | Election of Directors: Steven T. Warshaw Director Elections |
Board | For | AGAINST 4 funds |
FOR 2 funds |
| PARK-OHIO HOLDINGS CORP. | May 14, 2026 | Election of Directors: Dan T. Moore III Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 2 funds |
| PARK-OHIO HOLDINGS CORP. | May 14, 2026 | Election of Directors: Patrick V. Auletta Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 2 funds |
| PAYCOM SOFTWARE, INC. | May 4, 2026 | Advisory approval of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 19 funds |
AGAINST 16 funds |
| PAYMENTUS HOLDINGS, INC. | June 5, 2026 | Approval, on an advisory basis, of the compensation of our named executive officers, as disclosed in the proxy statement pursuant to the compensation disclosure rules of the Securities and Exchange Commission. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 4 funds |
| PEAKSTONE REALTY TRUST | April 29, 2026 | To approve, on a nonbinding, advisory basis, the compensation that may be paid or become payable to the named executive officers of the Company that is based on or otherwise relates to the Company Merger and the Partnership Merger (as defined in the accompanying proxy statement). Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 9 funds |
| PENSKE AUTOMOTIVE GROUP, INC. | May 13, 2026 | Election of Directors: H. Brian Thompson Director Elections |
Board | For | WITHHOLD 12 funds |
FOR 12 funds |
| PERFORMANT HEALTHCARE, INC. | October 17, 2025 | Non-Binding, Advisory Vote on Named Executive Officers Merger-Related Compensation Say-on-Pay |
Board | For | AGAINST 4 funds |
FOR 3 funds |
| PETCO HEALTH AND WELLNESS COMPANY, INC. | July 24, 2025 | To approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 8 funds |
| PETCO HEALTH AND WELLNESS COMPANY, INC. | June 30, 2026 | To approve the Second Amendment to the Company's 2021 Equity Incentive Plan to increase the number of shares of Class A Common Stock authorized for issuance under the plan. Compensation |
Board | For | AGAINST 4 funds |
FOR 7 funds |
| PETCO HEALTH AND WELLNESS COMPANY, INC. | June 30, 2026 | To approve, on a non-binding, advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 8 funds |
| PHIBRO ANIMAL HEALTH CORPORATION | November 4, 2025 | Ratification of the selection of PricewaterhouseCoopers LLP as the Company's independent registered public accounting firm for the fiscal year ending June 30, 2026. Audit-related |
Board | For | FOR 11 funds |
AGAINST 5 funds |
| PINTEREST, INC. | May 21, 2026 | Approve, on a non-binding advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 24 funds |
FOR 14 funds |
| PLAYTIKA HOLDING CORP. | June 11, 2026 | Advisory Vote to Approve the Compensation of Our Named Executive Officers ("Say-on-Pay" Proposal). Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 5 funds |
| PLIANT THERAPEUTICS, INC. | June 11, 2026 | To approve, by non-binding advisory vote, the resolution approving Named Executive Officer compensation. Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| PLYMOUTH INDUSTRIAL REIT, INC. | January 22, 2026 | To approve, by a non-binding, advisory vote, the compensation that may be paid or become payable to the Company's named executive officers in connection with the transactions contemplated by the Merger Agreement. Say-on-Pay |
Board | For | AGAINST 10 funds |
FOR 7 funds |
| POWERFLEET, INC. | September 16, 2025 | Approval, on an advisory basis, of the Company's executive compensation. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 3 funds |
| PPG Industries, Inc. | April 16, 2026 | Election of Directors: Catherine R. Smith Director Elections |
Board | For | FOR 22 funds |
AGAINST 14 funds |
| PRA GROUP, INC. | June 16, 2026 | Approval of an amendment to increase the share authorization under PRA Group, Inc.'s 2022 Omnibus Incentive Plan. Compensation |
Board | For | AGAINST 9 funds |
FOR 7 funds |
| PRIORITY TECHNOLOGY HOLDINGS, INC. | June 11, 2026 | To approve, on a non-binding advisory basis, the compensation of our Named Executive Officers. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 5 funds |
| PRO-DEX, INC. | November 20, 2025 | To amend the 2016 Equity Incentive Plan in order to extend its term for an additional ten years. Compensation |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| PROTALIX BIOTHERAPEUTICS, INC. | June 25, 2026 | To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers as disclosed in the proxy statement that accompanies this notice; Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 2 funds |
| PROTARA THERAPEUTICS, INC. | June 12, 2026 | Approval of an amendment to the Protara Therapeutics, Inc. 2024 Equity Incentive Plan Compensation |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| PULMONX CORPORATION | June 4, 2026 | To conduct a non-binding advisory vote to approve our executive compensation. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 2 funds |
| Pangaea Logistics Solutions Ltd. | May 7, 2026 | Election of Class III Directors: Gary Vogel Director Elections |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| Payoneer Global Inc. | June 9, 2026 | Election of Directors: Amir Goldman Director Elections |
Board | For | AGAINST 12 funds |
FOR 4 funds |
| Perpetua Resources Corp. | June 4, 2026 | Election of Directors: Marcelo Kim Director Elections |
Board | For | AGAINST 5 funds |
FOR 2 funds |
| Phoenix Education Partners, Inc. | February 12, 2026 | Election of Directors: Itai Wallach Director Elections |
Board | For | AGAINST 2 funds |
FOR 3 funds |
| Phoenix Education Partners, Inc. | February 12, 2026 | Election of Directors: Johannes Worsoe Director Elections |
Board | For | AGAINST 2 funds |
FOR 3 funds |
| Phoenix Education Partners, Inc. | February 12, 2026 | Election of Directors: Peter Cohen Director Elections |
Board | For | AGAINST 2 funds |
FOR 3 funds |
| Pitney Bowes Inc. | May 12, 2026 | Election of Directors: Catherine Levene Director Elections |
Board | For | AGAINST 10 funds |
FOR 7 funds |
| Playtika Holding Corp. | June 11, 2026 | Election of Six Directors: Hong Du Director Elections |
Board | For | FOR 3 funds |
WITHHOLD 4 funds |
| Pool Corporation | April 29, 2026 | Election of Directors: John E. Stokely Director Elections |
Board | For | AGAINST 16 funds |
FOR 15 funds |
| Precigen, Inc. | June 18, 2026 | Company Proposal - Election of Directors: Cesar Alvarez Director Elections |
Board | For | AGAINST 5 funds |
FOR 4 funds |
| Preformed Line Products Company | May 4, 2026 | To elect four directors, each for a term expiring in 2028: David C. Sunkle Director Elections |
Board | For | AGAINST 4 funds |
FOR 5 funds |
| Preformed Line Products Company | May 4, 2026 | To elect four directors, each for a term expiring in 2028: Glenn E. Corlett Director Elections |
Board | For | AGAINST 4 funds |
FOR 5 funds |
| Preformed Line Products Company | May 4, 2026 | To elect four directors, each for a term expiring in 2028: J. Ryan Ruhlman Director Elections |
Board | For | AGAINST 4 funds |
FOR 5 funds |
| Preformed Line Products Company | May 4, 2026 | To elect four directors, each for a term expiring in 2028: R. Steven Kestner Director Elections |
Board | For | AGAINST 4 funds |
FOR 5 funds |
| PrimeEnergy Resources Corporation | June 10, 2026 | Election of Directors: Clint Hurt Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 2 funds |
| PrimeEnergy Resources Corporation | June 10, 2026 | Election of Directors: H. Gifford Fong Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 2 funds |
| PrimeEnergy Resources Corporation | June 10, 2026 | Election of Directors: Thomas S. T. Gimbel Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 2 funds |
| Pulse Biosciences, Inc. | December 9, 2025 | Election of Directors: Manmeet S. Soni Director Elections |
Board | For | AGAINST 4 funds |
FOR 4 funds |
| QUICKLOGIC CORPORATION | May 7, 2026 | To approve, on a non-binding advisory basis, the compensation of QuickLogic's named executive officers. Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| Qorvo, Inc. | August 13, 2025 | Election of Directors: Roderick D. Nelson Director Elections |
Board | For | AGAINST 12 funds |
FOR 12 funds |
| RACKSPACE TECHNOLOGY, INC. | June 18, 2026 | Approve an amendment to the Company's 2020 Equity Incentive Plan to increase the number of shares of common stock authorized to be issued under the plan. Compensation |
Board | For | AGAINST 3 funds |
FOR 4 funds |
| RACKSPACE TECHNOLOGY, INC. | June 18, 2026 | Non-binding advisory vote to approve the compensation of the Company's named executive officers as described in the proxy statement. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 5 funds |
| RAMACO RESOURCES, INC. | June 10, 2026 | To approve an amendment to the Ramaco Resources, Inc. Long-Term Incentive Plan ("LTIP") to increase the number of shares of Class A common stock subject to the LTIP by an additional 4,000,000 shares. Compensation |
Board | For | FOR 5 funds |
AGAINST 4 funds |
| RANPAK HOLDINGS CORP | May 21, 2026 | Company Proposal - To approve, for the purpose of complying with NYSE Listing Rule 312.03(c), the issuance of certain shares of our common stock upon the exercise of a warrant issued by the Company to Walmart Inc. Capital Structure |
Board | For | AGAINST 3 funds |
FOR 3 funds |
| RBC BEARINGS INCORPORATED | September 4, 2025 | To consider a resolution regarding the stockholder advisory vote on named executive officer compensation. Compensation |
Board | For | FOR 16 funds |
AGAINST 13 funds |
| RCM TECHNOLOGIES, INC. | December 18, 2025 | Advisory vote to approve the compensation of our named executive officers for 2024. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 3 funds |
| RED CAT HOLDINGS INC | June 18, 2026 | A non-binding advisory vote to approve the compensation of the Company's Named Executive Officers. Say-on-Pay |
Board | For | FOR 12 funds |
AGAINST 5 funds |
| REGENXBIO INC. | May 29, 2026 | To approve a stock option exchange for our executive employees. Compensation |
Board | For | AGAINST 5 funds |
FOR 4 funds |
| REGENXBIO INC. | May 29, 2026 | To approve a stock option exchange for our non-executive employees. Compensation |
Board | For | AGAINST 5 funds |
FOR 4 funds |
| REGIONAL MANAGEMENT CORP. | May 14, 2026 | Re-approval of the Regional Management Corp. 2024 Long-Term Incentive Plan (as amended and restated effective as of May 14, 2026). Compensation |
Board | For | AGAINST 2 funds |
FOR 6 funds |
| RELMADA THERAPEUTICS, INC. | May 27, 2026 | To approve an amendment to the Relmada Therapeutics, Inc. 2021 Equity Incentive Plan to increase the shares of our common stock available for issuance thereunder by 3.0 million shares. Compensation |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| REPLIMUNE GROUP INC | September 3, 2025 | Election of Directors: Kapil Dhingra Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 4 funds |
| REPLIMUNE GROUP INC | September 3, 2025 | Election of Directors: Philip Astley-Sparke Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 4 funds |
| RIBBON COMMUNICATIONS INC. | June 3, 2026 | To approve, on a non-binding, advisory basis, the compensation of Ribbon Communication Inc.'s named executive officers as disclosed in the "Compensation Discussion and Analysis" section and the accompanying compensation tables and related narratives contained in the Proxy Statement. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 4 funds |
| RICHARDSON ELECTRONICS, LTD. | October 7, 2025 | To approve an amendment to the Amended and Restated 2011 Long-Term Incentive Plan to increase the number of shares available for issuance under the Plan. Compensation |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| RICHTECH ROBOTICS INC | September 29, 2025 | Election of Stephen Markscheid to hold office until the 2028 Annual Meeting of Stockholders or his successor is elected and qualified. Stephen Markscheid Director Elections |
Board | For | FOR 3 funds |
WITHHOLD 2 funds |
| RIGEL PHARMACEUTICALS, INC. | May 14, 2026 | To ratify the selection of Ernst & Young LLP as the independent registered public accounting firm of the Company for its fiscal year ending December 31, 2026. Audit-related |
Board | For | FOR 4 funds |
AGAINST 5 funds |
| RINGCENTRAL, INC. | December 31, 2025 | To approve, on an advisory, non-binding basis, the named executive officers' compensation, as disclosed in the proxy statement (Proposal Three). Say-on-Pay |
Board | For | FOR 12 funds |
AGAINST 11 funds |
| RITHM PROPERTY TRUST INC. | June 2, 2026 | To approve (on a non-binding advisory basis) the compensation of the named executive officers as described in the accompanying materials. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 3 funds |
| ROCKET LAB CORPORATION | August 27, 2025 | To approve, on a non-binding advisory basis, the compensation of our named executive officers disclosed in the accompanying proxy statement. Say-on-Pay |
Board | For | FOR 16 funds |
AGAINST 6 funds |
| RXO, Inc. | May 12, 2026 | Election of Directors: Thomas Szlosek Director Elections |
Board | For | FOR 11 funds |
AGAINST 7 funds |
| Radiant Logistics, Inc. | November 13, 2025 | Election of Directors: Richard P. Palmieri Director Elections |
Board | For | FOR 4 funds |
AGAINST 2 funds |
| Regeneron Pharmaceuticals, Inc. | June 12, 2026 | Election of Directors: Christine A. Poon Director Elections |
Board | For | AGAINST 22 funds |
FOR 13 funds |
| Regeneron Pharmaceuticals, Inc. | June 12, 2026 | Election of Directors: Craig B. Thompson, M.D. Director Elections |
Board | For | AGAINST 22 funds |
FOR 13 funds |
| Regeneron Pharmaceuticals, Inc. | June 12, 2026 | Election of Directors: Joseph L. Goldstein, M.D. Director Elections |
Board | For | AGAINST 22 funds |
FOR 13 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.