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 |
|---|---|---|---|---|---|---|
| RenaissanceRe Holdings Ltd. | May 5, 2026 | Election of Directors: James L. Gibbons Director Elections |
Board | For | AGAINST 13 funds |
FOR 9 funds |
| Reservoir Media, Inc. | August 7, 2025 | Election of Directors: Rell Lafargue Director Elections |
Board | For | AGAINST 3 funds |
FOR 2 funds |
| Resolute Holdings Management, Inc. | June 11, 2026 | Election of Directors: Brian F. Hughes Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 3 funds |
| Resolute Holdings Management, Inc. | June 11, 2026 | Election of Directors: Joseph J. DeAngelo Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 3 funds |
| Resolute Holdings Management, Inc. | June 11, 2026 | Election of Directors: Mark R. James Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 3 funds |
| Revolve Group, Inc. | June 5, 2026 | The election of directors: Melanie Cox Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 5 funds |
| Reynolds Consumer Products Inc. | April 29, 2026 | Election of Directors: Rolf Stangl Director Elections |
Board | For | WITHHOLD 10 funds |
FOR 10 funds |
| Ridgepost Capital, Inc | June 18, 2026 | Election of Directors: Robert B. Stewart, Jr. Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 4 funds |
| Ridgepost Capital, Inc | June 18, 2026 | Election of Directors: Tracey Benford Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 4 funds |
| Rigel Pharmaceuticals, Inc. | May 14, 2026 | Election of Directors: Alison Hannah, M.D. Director Elections |
Board | For | FOR 4 funds |
AGAINST 5 funds |
| Rocky Brands, Inc. | June 3, 2026 | Election of Directors: Curtis A. Loveland Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 2 funds |
| Rocky Brands, Inc. | June 3, 2026 | Election of Directors: G. Courtney Haning Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 2 funds |
| Rocky Brands, Inc. | June 3, 2026 | Election of Directors: Michael L. Finn Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 2 funds |
| Rocky Brands, Inc. | June 3, 2026 | Election of Directors: Robert B. Moore, Jr. Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 2 funds |
| Royalty Pharma Plc | June 4, 2026 | Election of Directors: Ted Love, M.D. Director Elections |
Board | For | AGAINST 12 funds |
FOR 12 funds |
| Royalty Pharma Plc | June 4, 2026 | Election of Directors: Vlad Coric, M.D. Director Elections |
Board | For | FOR 12 funds |
AGAINST 12 funds |
| SABRE CORPORATION | April 29, 2026 | To approve our 2026 Omnibus Incentive Compensation Plan. Compensation |
Board | For | FOR 9 funds |
AGAINST 4 funds |
| SAGA COMMUNICATIONS, INC. | June 1, 2026 | To approve, by a non-binding advisory vote, a resolution approving the compensation of our named executive officers as described in the proxy statement. Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| SAILPOINT INC | June 4, 2026 | To elect three Class I directors to hold office until the 2029 Annual Meeting of Stockholders or until their successors are duly elected and qualified: William Bock Director Elections |
Board | For | FOR 5 funds |
WITHHOLD 9 funds |
| SALESFORCE, INC. | May 28, 2026 | Approval, on an advisory basis, of the fiscal 2026 compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 40 funds |
AGAINST 16 funds |
| SANUWAVE HEALTH, INC. | August 19, 2025 | To approve an amendment to the SANUWAVE Health, Inc. 2024 Equity Incentive Plan to increase the number of shares authorized for issuance under the plan by 500,000 shares. Compensation |
Board | For | AGAINST 1 fund |
FOR 2 funds |
| SAREPTA THERAPEUTICS, INC. | June 4, 2026 | Advisory vote to approve, on a non-binding basis, named executive officer compensation Say-on-Pay |
Board | For | FOR 17 funds |
AGAINST 7 funds |
| SCHNEIDER NATIONAL, INC. | April 30, 2026 | Approval of amended and restated 2017 Schneider National, Inc. Omnibus Incentive Compensation Plan. Compensation |
Board | For | FOR 14 funds |
AGAINST 8 funds |
| SEI Investments Company | May 27, 2026 | Election of Directors: Kathryn M. McCarthy Director Elections |
Board | For | AGAINST 15 funds |
FOR 12 funds |
| SEMLER SCIENTIFIC, INC. | January 13, 2026 | To approve, on an advisory (nonbinding) basis, the compensation that may be paid or become payable to the named executive officers of Semler Scientific that arises from or otherwise relates to the Merger. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 6 funds |
| SENSEONICS HOLDINGS, INC. | May 20, 2026 | To approve the Senseonics Holdings, Inc. 2026 Equity Incentive Plan. Compensation |
Board | For | AGAINST 2 funds |
FOR 3 funds |
| SERITAGE GROWTH PROPERTIES | June 9, 2026 | An advisory, non-binding resolution to approve the Company's executive compensation program for our named executive officers, as described in the proxy statement; Say-on-Pay |
Board | For | FOR 2 funds |
AGAINST 4 funds |
| SERVICE CORPORATION INTERNATIONAL | May 6, 2026 | Election of Directors: Anthony L. Coelho Director Elections |
Board | For | FOR 13 funds |
AGAINST 12 funds |
| SERVICE CORPORATION INTERNATIONAL | May 6, 2026 | Election of Directors: C. Park Shaper Director Elections |
Board | For | FOR 13 funds |
AGAINST 12 funds |
| SERVICE CORPORATION INTERNATIONAL | May 6, 2026 | Election of Directors: Marcus A. Watts Director Elections |
Board | For | AGAINST 13 funds |
FOR 12 funds |
| SERVICE CORPORATION INTERNATIONAL | May 6, 2026 | Election of Directors: Sara Martinez Tucker Director Elections |
Board | For | FOR 13 funds |
AGAINST 12 funds |
| SERVICE CORPORATION INTERNATIONAL | May 6, 2026 | Election of Directors: Victor L. Lund Director Elections |
Board | For | FOR 13 funds |
AGAINST 12 funds |
| SHARKNINJA INCORPORATION | June 18, 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 14 funds |
| SHARPLINK, INC. | April 10, 2026 | Approval of a non-binding advisory vote to approve the compensation paid to the Company's named executive officers (sometimes referred to as "Say on Pay Proposal"). Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 4 funds |
| SHIFT4 PAYMENTS, INC. | June 12, 2026 | Approval, on an advisory (non-binding) basis, of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 19 funds |
AGAINST 11 funds |
| SHOE CARNIVAL, INC. | June 10, 2026 | Election of Directors: Diane E. Randolph Director Elections |
Board | For | AGAINST 2 funds |
FOR 7 funds |
| SI-BONE, Inc. | June 4, 2026 | Election of Directors: Jeffrey W. Dunn Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 4 funds |
| SILVERCREST ASSET MGMT GROUP INC | June 3, 2026 | Approval of executive compensation in an advisory, non-binding vote. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 3 funds |
| SINCLAIR INC. | June 4, 2026 | Approval, by non-binding advisory vote, on our executive compensation. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 8 funds |
| SITE CENTERS CORP. | May 13, 2026 | Election of Directors: John M. Cattonar Director Elections |
Board | For | FOR 4 funds |
AGAINST 4 funds |
| SIX FLAGS ENTERTAINMENT CORPORATION | May 26, 2026 | Confirm the appointment of Deloitte & Touche LLP as our independent registered public accounting firm; Audit-related |
Board | For | FOR 10 funds |
AGAINST 7 funds |
| SKILLZ INC. | December 29, 2025 | Advisory vote on the Company's executive compensation. Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| SKY HARBOUR GROUP CORPORATION | June 18, 2026 | The Approval of Amendment No. 1 to the Sky Harbour Group Corporation 2022 Incentive Award Plan to increase the number of shares reserved for issuance thereunder from 6,162,937 to 7,662,937 shares of Class A Common Stock. Compensation |
Board | For | FOR 3 funds |
AGAINST 2 funds |
| SKYWORKS SOLUTIONS, INC. | May 13, 2026 | To approve, on an advisory basis, the compensation of the Company's named executive officers, as described in the Company's Proxy Statement. Say-on-Pay |
Board | For | AGAINST 25 funds |
FOR 16 funds |
| SL Green Realty Corp. | June 2, 2026 | Election of Directors: Andrew W. Mathias Director Elections |
Board | For | FOR 12 funds |
AGAINST 9 funds |
| SL Green Realty Corp. | June 2, 2026 | Election of Directors: Lauren B. Dillard Director Elections |
Board | For | FOR 12 funds |
AGAINST 9 funds |
| SL Green Realty Corp. | June 2, 2026 | Election of Directors: Peggy Lamb Director Elections |
Board | For | FOR 12 funds |
AGAINST 9 funds |
| SLEEP NUMBER CORPORATION | May 21, 2026 | Approve Amendment to the Sleep Number Corporation 2020 Equity Incentive Plan to increase the number of shares reserved for issuance by 2,500,000 shares Compensation |
Board | For | AGAINST 3 funds |
FOR 7 funds |
| SMARTRENT, INC. | May 12, 2026 | To approve the SmartRent, Inc. 2021 Equity Incentive Plan, as amended and restated, including an increase in the number of shares reserved for issuance thereunder. Compensation |
Board | For | AGAINST 2 funds |
FOR 3 funds |
| SMITH-MIDLAND CORPORATION | August 1, 2025 | Election of directors: James Russell Bruner Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 2 funds |
| SMITH-MIDLAND CORPORATION | August 1, 2025 | Election of directors: Read Van de Water Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 2 funds |
| SNAP-ON INCORPORATED | April 30, 2026 | Election of Directors: David C. Adams Director Elections |
Board | For | AGAINST 19 funds |
FOR 16 funds |
| SNAP-ON INCORPORATED | April 30, 2026 | Election of Directors: James P. Holden Director Elections |
Board | For | AGAINST 19 funds |
FOR 16 funds |
| SNAP-ON INCORPORATED | April 30, 2026 | Election of Directors: Karen L. Daniel Director Elections |
Board | For | AGAINST 19 funds |
FOR 16 funds |
| SNAP-ON INCORPORATED | April 30, 2026 | Election of Directors: Nathan J. Jones Director Elections |
Board | For | AGAINST 19 funds |
FOR 16 funds |
| SNAP-ON INCORPORATED | April 30, 2026 | Election of Directors: W. Dudley Lehman Director Elections |
Board | For | AGAINST 19 funds |
FOR 16 funds |
| SONIC AUTOMOTIVE, INC. | April 29, 2026 | Approval of the amendment and restatement of the Sonic Automotive, Inc. 2012 Formula Restricted Stock and Deferral Plan for Non-Employee Directors. Compensation |
Board | For | FOR 9 funds |
AGAINST 8 funds |
| SPHERE ENTERTAINMENT CO. | June 10, 2026 | Approval of, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 11 funds |
FOR 6 funds |
| SPIRE GLOBAL, INC. | May 27, 2026 | To approve, in an advisory (non-binding) vote, the compensation paid to our named executive officers. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 3 funds |
| SPRINKLR, INC. | June 11, 2026 | To elect one Class II director, to hold office until our Annual Meeting of Stockholders in 2029. Stephen M. Ward, Jr. Director Elections |
Board | For | WITHHOLD 11 funds |
FOR 3 funds |
| SPYRE THERAPEUTICS INC. | May 27, 2026 | To approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 5 funds |
| SS&C TECHNOLOGIES HOLDINGS, INC. | May 20, 2026 | To approve, on an advisory basis, the compensation of SS&C's named executive officers. Say-on-Pay |
Board | For | AGAINST 17 funds |
FOR 12 funds |
| SS&C Technologies Holdings, Inc. | May 20, 2026 | The election of the nominees listed below as Class I directors: David A. Varsano Director Elections |
Board | For | AGAINST 7 funds |
FOR 11 funds |
| STAAR SURGICAL COMPANY | January 6, 2026 | A proposal to adopt the Agreement and Plan of Merger, dated as of August 4, 2025, as may be amended from time to time (the "Merger Agreement"), by and among STAAR Surgical Company ("STAAR"), Alcon Research, LLC, a Delaware limited liability company ("Alcon"), and Rascasse Merger Sub, Inc., a Delaware corporation and a wholly owned subsidiary of Alcon. Extraordinary Transactions |
Board | For | AGAINST 12 funds |
FOR 4 funds |
| STAAR SURGICAL COMPANY | January 6, 2026 | A proposal to approve, on an advisory (nonbinding) basis, the compensation that may be paid or become payable to STAAR's named executive officers that is based on or otherwise relates to the Merger Agreement and the transactions contemplated by the Merger Agreement. Say-on-Pay |
Board | For | AGAINST 16 funds |
FOR 5 funds |
| STANDARD BIOTOOLS INC. | June 17, 2026 | To approve, on an advisory basis, the compensation of our named executive officers as disclosed in the proxy statement. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 5 funds |
| STARZ ENTERTAINMENT CORP. | May 15, 2026 | Election of Directors: Bruce Mann Director Elections |
Board | For | FOR 3 funds |
WITHHOLD 2 funds |
| STARZ ENTERTAINMENT CORP. | May 15, 2026 | Election of Directors: Ed Wilson Director Elections |
Board | For | FOR 3 funds |
WITHHOLD 2 funds |
| STARZ ENTERTAINMENT CORP. | May 15, 2026 | Election of Directors: Emily Fine Director Elections |
Board | For | FOR 3 funds |
WITHHOLD 2 funds |
| STARZ ENTERTAINMENT CORP. | May 15, 2026 | Election of Directors: Hardwick Simmons Director Elections |
Board | For | FOR 3 funds |
WITHHOLD 2 funds |
| STARZ ENTERTAINMENT CORP. | May 15, 2026 | Election of Directors: Jeffrey A. Hirsch Director Elections |
Board | For | FOR 3 funds |
WITHHOLD 2 funds |
| STARZ ENTERTAINMENT CORP. | May 15, 2026 | Election of Directors: Joshua Sapan Director Elections |
Board | For | FOR 3 funds |
WITHHOLD 2 funds |
| STARZ ENTERTAINMENT CORP. | May 15, 2026 | Election of Directors: Lisa Gersh Director Elections |
Board | For | FOR 3 funds |
WITHHOLD 2 funds |
| STARZ ENTERTAINMENT CORP. | May 15, 2026 | Election of Directors: Mark H. Rachesky, M.D. Director Elections |
Board | For | FOR 3 funds |
WITHHOLD 2 funds |
| STARZ ENTERTAINMENT CORP. | May 15, 2026 | Election of Directors: Michael Burns Director Elections |
Board | For | FOR 3 funds |
WITHHOLD 2 funds |
| STARZ ENTERTAINMENT CORP. | May 15, 2026 | Election of Directors: Mignon Clyburn Director Elections |
Board | For | FOR 3 funds |
WITHHOLD 2 funds |
| STEELCASE INC. | December 5, 2025 | Proposal to approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to Steelcase's named executive officers that is based on or otherwise relates to the mergers contemplated by the Merger Agreement (the ''Steelcase compensation proposal''). Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 8 funds |
| STEM INC. | June 3, 2026 | To approve an amendment and restatement of the Stem, Inc. 2024 Equity Incentive Plan to increase the number of shares available for issuance by 425,000 shares and to extend the plan term. Compensation |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| STEPSTONE GROUP INC | September 9, 2025 | To ratify the appointment of Ernst & Young LLP as the Company's independent registered public accounting firm for the fiscal year ending March 31, 2026. Audit-related |
Board | For | FOR 11 funds |
AGAINST 4 funds |
| STITCH FIX, INC. | December 11, 2025 | Advisory vote to approve executive compensation. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 8 funds |
| STOKE THERAPEUTICS, INC. | June 3, 2026 | To approve, on an advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 6 funds |
| STRATA CRITICAL MEDICAL, INC. | May 28, 2026 | Advisory Vote on the Compensation of our Named Executive Officers. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 3 funds |
| STRATEGY INC | June 8, 2026 | To ratify, pursuant to Section 204 of the General Corporation Law of the State of Delaware, the filing and effectiveness of the Certificate of Amendment to the Certificate of Designations of the Company's 8.00% Series A Perpetual Strike Preferred Stock filed with the Secretary of State of the State of Delaware on July 7, 2025, and the amendment to the liquidation preference of such stock effectuated thereby. Capital Structure |
Board | For | AGAINST 8 funds |
FOR 9 funds |
| STRATUS PROPERTIES INC. | June 1, 2026 | Approval, on an advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 3 funds |
| STUBHUB HOLDINGS, INC. | June 23, 2026 | To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 4 funds |
| SUMMIT THERAPEUTICS INC. | June 10, 2026 | Approval of an amendment to the Summit Therapeutics Inc. 2020 Stock Incentive Plan to Increase the Number of Shares of Common Stock. Compensation |
Board | For | FOR 4 funds |
AGAINST 9 funds |
| SUNPOWER INC. | March 25, 2026 | To approve, for purposes of complying with Nasdaq Listing Rule 5635(d), the increase of the aggregate commitment amount under the Amended White Lion Purchase Agreement (as defined in the accompanying Proxy Statement) from $30.0 million to $55.0 million shares of the Company's Common Stock. Capital Structure |
Board | For | AGAINST 3 funds |
FOR 1 fund |
| SUNPOWER INC. | March 25, 2026 | To approve, for purposes of complying with Nasdaq Listing Rule 5635(d), the issuance of shares of the Company's Common Stock (a) pursuant to the Standby Equity Purchase Agreement dated January 27, 2026 between YA II PN, Ltd. ("Yorkville"), and SunPower (the "Yorkville Purchase Agreement") and (b) upon the conversion of convertible promissory notes issued to Yorkville in connection with the Yorkville Purchase Agreement, in an amount that may be equal to or exceed 20% of Company's Common Stock outstanding as of January 27, 2026; Capital Structure |
Board | For | AGAINST 3 funds |
FOR 1 fund |
| SUPERNUS PHARMACEUTICALS, INC. | June 18, 2026 | To consider and act upon a proposal to amend the Supernus Pharmaceuticals, Inc. 2021 Equity Incentive Plan to increase the number of shares available under the plan. Compensation |
Board | For | AGAINST 12 funds |
FOR 8 funds |
| SYMBOTIC INC | March 5, 2026 | To approve an advisory vote on the compensation paid to our named executive officers. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 6 funds |
| SYNDAX PHARMACEUTICALS, INC | June 10, 2026 | To approve the Syndax Pharmaceuticals, Inc. 2026 Equity Incentive Plan. Compensation |
Board | For | AGAINST 5 funds |
FOR 4 funds |
| Satellogic Inc. | December 8, 2025 | Election of Directors: Joseph F. Dunford, Jr. Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 2 funds |
| Satellogic Inc. | December 8, 2025 | Election of Directors: Steven T. Mnuchin Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 2 funds |
| Satellogic Inc. | December 8, 2025 | Election of Directors: Ted Wang Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 2 funds |
| Satellogic Inc. | June 3, 2026 | Election of Directors: Miguel Gutierrez Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 2 funds |
| Satellogic Inc. | June 3, 2026 | Election of Directors: Tom Killalea Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 2 funds |
| ServiceNow, Inc. | May 21, 2026 | Election of Directors: Anita M. Sands Director Elections |
Board | For | AGAINST 30 funds |
FOR 12 funds |
| ServiceNow, Inc. | May 21, 2026 | Election of Directors: Eric S. Yuan Director Elections |
Board | For | FOR 31 funds |
AGAINST 12 funds |
| SharkNinja, Inc. | June 18, 2026 | Election of Directors: Chi Kin Max Hui Director Elections |
Board | For | AGAINST 4 funds |
FOR 12 funds |
| SharkNinja, Inc. | June 18, 2026 | Election of Directors: Kathryn J. Barton Director Elections |
Board | For | AGAINST 4 funds |
FOR 12 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.