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
901 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 |
|---|---|---|---|---|---|---|
| 1-800-FLOWERS.COM, INC. | December 10, 2025 | To approve an amendment to the 2003 Long Term Incentive and Share Award Plan to increase the authorized shares. Compensation |
Board | For | AGAINST 2 funds |
FOR 6 funds |
| ACADIAN ASSET MANAGEMENT INC. | June 11, 2026 | Election of Directors: Andrew Kim Director Elections |
Board | For | FOR 9 funds |
AGAINST 8 funds |
| ACCENTURE PLC | January 28, 2026 | Appointment of the following nominees to the Board of Directors: Arun Sarin Director Elections |
Board | For | AGAINST 29 funds |
FOR 14 funds |
| ACCO BRANDS CORPORATION | May 19, 2026 | Approval of an amendment to the 2022 ACCO Brands Corporation Incentive Plan to increase the number of shares available for future grant and eliminate fungible share counting provisions with respect to new awards. Compensation |
Board | For | AGAINST 2 funds |
FOR 7 funds |
| ACM Research, Inc. | June 10, 2026 | Election of Directors: Haiping Dun Director Elections |
Board | For | WITHHOLD 9 funds |
FOR 5 funds |
| ACME UNITED CORPORATION | April 27, 2026 | Approval of an amendment to the 2022 Employee Stock Option Plan to increase the number of shares authorized for issuance as described in the Proxy Statement. Compensation |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| ADTRAN Holdings, Inc. | July 24, 2025 | Election of Directors: Balan Nair Director Elections |
Board | For | FOR 4 funds |
AGAINST 5 funds |
| ADTRAN Holdings, Inc. | July 24, 2025 | Election of Directors: Jacqueline H. Rice Director Elections |
Board | For | AGAINST 4 funds |
FOR 5 funds |
| ADVANCED FLOWER CAPITAL INC. | November 6, 2025 | To approve the application of the reduced asset coverage requirements in Section 61 (a)(2) of the 1940 Act to the Company, which would permit the Company to increase the maximum amount of leverage that it would otherwise be permitted to incur by reducing the asset coverage requirement applicable to the Company from 200% to 150%. Investment Company Matters |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| AGENUS INC. | June 16, 2026 | To approve an amendment to our Amended and Restated 2019 Equity Incentive Plan to increase the aggregate shares available for issuance by 5,000,000 shares. Compensation |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| AGENUS INC. | June 16, 2026 | To approve, in a non-binding advisory vote, the compensation of the Company's named executive officers for 2025 (Say-on-Pay). Say-on-Pay |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| AGILON HEALTH, INC. | June 2, 2026 | Approval, by advisory vote, of the compensation paid to the Company's named executive officers. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 8 funds |
| AIRGAIN INC | June 10, 2026 | To consider and vote upon, on an advisory basis, the compensation of our named executive officers as disclosed in this proxy statement pursuant to the compensation disclosure rules of the Securities and Exchange Commission. Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| AIRSCULPT TECHNOLOGIES, INC. | May 12, 2026 | Election of Directors: Kenneth Higgins Director Elections |
Board | For | FOR 2 funds |
AGAINST 3 funds |
| AKAMAI TECHNOLOGIES, INC. | May 13, 2026 | Election of Directors: Janaki Akella Director Elections |
Board | For | FOR 19 funds |
AGAINST 14 funds |
| ALKERMES PLC | May 20, 2026 | To approve the Alkermes plc 2018 Stock Option and Incentive Plan, as amended. Compensation |
Board | For | AGAINST 10 funds |
FOR 8 funds |
| ALPHABET INC. | June 5, 2026 | Advisory vote to approve compensation awarded to named executive officers Say-on-Pay |
Board | For | FOR 37 funds |
AGAINST 19 funds |
| ALT5 Sigma Corporation | February 27, 2026 | To ratify the appointment of LJ Soldinger Associates, LLC ("Soldinger"), as the Company's independent registered public accounting firm for fiscal year 2025; and Audit-related |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| ALTA EQUIPMENT GROUP INC. | May 29, 2026 | To approve the First Amendment to Alta Equipment Group, Inc 2020 Omnibus Incentive Plan Compensation |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| AMBARELLA, INC. | June 26, 2026 | To approve an amendment and restatement of the Ambarella, Inc. 2021 Equity Incentive Plan. Compensation |
Board | For | FOR 7 funds |
AGAINST 5 funds |
| AMC ENTERTAINMENT HOLDINGS, INC. | December 10, 2025 | Say on Pay - An advisory vote to approve the compensation of named executive officers. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 8 funds |
| AMC GLOBAL MEDIA INC. | June 16, 2026 | Vote on Proposal to Approve the Company's Amended and Restated 2011 Stock Plan for Non-Employee Directors Compensation |
Board | For | AGAINST 3 funds |
FOR 8 funds |
| AMENTUM HOLDINGS, INC | February 6, 2026 | Advisory vote to approve the Company's named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 15 funds |
FOR 12 funds |
| AMERICAN INTEGRITY INSURANCE GROUP, INC. | June 11, 2026 | To elect one Class I director to serve until the Company's 2029 annual meeting of stockholders and until such director's successor shall have been duly elected and qualified or until such director's earlier death, resignation or removal; Steven Smathers Director Elections |
Board | For | FOR 2 funds |
AGAINST 3 funds |
| AMERICAN WELL CORP (AMWELL) | June 16, 2026 | To approve, on an advisory basis, the compensation paid to the Company's named executive officers as disclosed in executive compensation and the related compensation tables and narrative disclosure in the Company's proxy statement Say-on-Pay |
Board | For | FOR 1 fund |
WITHHOLD 1 fund |
| AMETEK, INC. | May 7, 2026 | Election of Directors for a term of three years: Gretchen W. McClain Director Elections |
Board | For | AGAINST 21 funds |
FOR 13 funds |
| AMN HEALTHCARE SERVICES, INC. | May 1, 2026 | To approve, by non-binding advisory vote, the compensation paid to our named executive officers. Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 8 funds |
| ANIKA THERAPEUTICS, INC. | June 18, 2026 | Approval of the Amendment to the Anika Therapeutics, Inc. 2017 Omnibus Incentive Plan. Compensation |
Board | For | AGAINST 3 funds |
FOR 4 funds |
| APA CORPORATION | May 21, 2026 | Advisory vote to approve the compensation of APA's named executive officers Say-on-Pay |
Board | For | AGAINST 25 funds |
FOR 17 funds |
| APPLIED INDUSTRIAL TECHNOLOGIES, INC. | October 21, 2025 | Election of Directors: Mary Dean Hall Director Elections |
Board | For | FOR 13 funds |
WITHHOLD 12 funds |
| APPLIED OPTOELECTRONICS, INC. | June 4, 2026 | To approve the 2026 equity incentive plan. Compensation |
Board | For | FOR 6 funds |
AGAINST 4 funds |
| APPLOVIN CORPORATION | June 3, 2026 | Approval, on an advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 28 funds |
FOR 14 funds |
| ARBOR REALTY TRUST, INC. | May 20, 2026 | Advisory vote to approve the compensation of Arbor Realty Trust, Inc.'s named executive officers as disclosed in the proxy statement. Say-on-Pay |
Board | For | FOR 12 funds |
AGAINST 8 funds |
| ARCHER AVIATION INC. | June 26, 2026 | Approval, on a non-binding advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 7 funds |
| ARCUS BIOSCIENCES, INC. | June 11, 2026 | To ratify the appointment by the Audit Committee of the Board of Directors of Ernst & Young LLP as the independent registered public accounting firm of Arcus Biosciences for its fiscal year ending December 31, 2026. Audit-related |
Board | For | FOR 11 funds |
AGAINST 5 funds |
| ARDELYX, INC | June 16, 2026 | To approve the amendment to the Amended and Restated 2014 Equity Incentive Award Plan, or the Restated Plan, to increase the maximum number of shares of common stock that may be delivered pursuant to awards granted under the Restated Plan by 9,000,000 shares. Compensation |
Board | For | AGAINST 5 funds |
FOR 5 funds |
| ARISTA NETWORKS, INC. | May 29, 2026 | Approval, on an advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 29 funds |
AGAINST 15 funds |
| ARRAY DIGITAL INFRASTRUCTURE, INC. | May 19, 2026 | Election of Directors: H. J. Harczak, Jr. Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 6 funds |
| ARROWHEAD PHARMACEUTICALS, INC. | March 19, 2026 | Advisory Vote to Approve Executive Compensation. Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 6 funds |
| ASANA, INC. | June 8, 2026 | Approval, on an advisory basis, of the compensation of the Company's named executive officers ("Say-on-Pay"). Say-on-Pay |
Board | For | FOR 10 funds |
AGAINST 6 funds |
| AST SPACEMOBILE, INC. | November 21, 2025 | To approve the Amended and Restated AST SpaceMobile, Inc. 2024 Incentive Award Plan to increase the number of shares of the Company's Class A Common Stock available for issuance thereunder and to extend the term of the plan. Compensation |
Board | For | FOR 5 funds |
AGAINST 10 funds |
| AST SPACEMOBILE, INC. | June 12, 2026 | To approve the non-binding advisory resolution on the compensation paid to the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 13 funds |
FOR 11 funds |
| ATI INC. | May 14, 2026 | Election of Directors: David J. Morehouse Director Elections |
Board | For | WITHHOLD 12 funds |
FOR 11 funds |
| AUTONATION, INC. | April 28, 2026 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 15 funds |
FOR 13 funds |
| AVITA MEDICAL, INC. | June 3, 2026 | To approve, for the purpose of ASX Listing Rule 7.1A and all other purposes, the issue of Equity Securities (as defined in ASX Listing Rule 19.2) up to 10% of the issued capital (at the time of issuance) of the Company, calculated in accordance with ASX Listing Rule 7.1A.2, and on the terms and conditions set forth in this Proxy Statement. Capital Structure |
Board | For | AGAINST 3 funds |
FOR 2 funds |
| AXIS CAPITAL HOLDINGS LIMITED | May 14, 2026 | Election of Directors: W. Marston Becker Director Elections |
Board | For | AGAINST 7 funds |
FOR 8 funds |
| Acuren Corporation | July 31, 2025 | Election of Directors: James E. Lillie Director Elections |
Board | For | AGAINST 2 funds |
FOR 3 funds |
| AdvanSix Inc. | June 22, 2026 | Election of Directors: Patrick S. Williams Director Elections |
Board | For | AGAINST 3 funds |
FOR 7 funds |
| Air Products and Chemicals, Inc. | January 28, 2026 | Election of Directors: Tonit M. Calaway Director Elections |
Board | For | FOR 20 funds |
AGAINST 12 funds |
| Alignment Healthcare, Inc. | June 4, 2026 | Election of Directors: David Hodgson Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 4 funds |
| Allogene Therapeutics, Inc. | June 18, 2026 | Election of Directors: Owen Witte, M.D. Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 4 funds |
| Alta Equipment Group Inc. | May 29, 2026 | Election of Directors: Andrew Studdert Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 2 funds |
| Amneal Pharmaceuticals, Inc. | May 6, 2026 | Election of Directors: John Kiely Director Elections |
Board | For | AGAINST 8 funds |
FOR 8 funds |
| Apartment Investment and Management Company | February 6, 2026 | Compensation Proposal. To approve, on a non-binding, advisory basis, the specified compensation that may be paid or become payable to Aimco's named executive officers in connection with the Plan of Sale and Liquidation. Say-on-Pay |
Board | For | AGAINST 11 funds |
FOR 6 funds |
| AptarGroup, Inc. | May 6, 2026 | Election of Directors: Candace Matthews Director Elections |
Board | For | AGAINST 13 funds |
FOR 12 funds |
| Arcus Biosciences, Inc. | June 11, 2026 | Election of Directors: David Lacey, M.D. Director Elections |
Board | For | WITHHOLD 11 funds |
FOR 5 funds |
| Arcus Biosciences, Inc. | June 11, 2026 | Election of Directors: Dietmar Berger, M.D., Ph.D. Director Elections |
Board | For | FOR 11 funds |
WITHHOLD 5 funds |
| Arcus Biosciences, Inc. | June 11, 2026 | Election of Directors: Johanna Mercier Director Elections |
Board | For | FOR 11 funds |
WITHHOLD 5 funds |
| Ares Management Corporation | June 8, 2026 | Election of Directors: Antony P. Ressler Director Elections |
Board | For | AGAINST 16 funds |
FOR 16 funds |
| Ares Management Corporation | June 8, 2026 | Election of Directors: Dr. Judy D. Olian Director Elections |
Board | For | AGAINST 16 funds |
FOR 16 funds |
| Ares Management Corporation | June 8, 2026 | Election of Directors: Michael Lynton Director Elections |
Board | For | AGAINST 16 funds |
FOR 16 funds |
| Ares Management Corporation | June 8, 2026 | Election of Directors: Paul G. Joubert Director Elections |
Board | For | AGAINST 16 funds |
FOR 16 funds |
| Arrowhead Pharmaceuticals, Inc. | March 19, 2026 | Election of Directors: Michael S. Perry Director Elections |
Board | For | FOR 12 funds |
AGAINST 5 funds |
| Ascent Industries Co. | June 10, 2026 | Election of Directors: Benjamin Rosenzweig Director Elections |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| Ascent Industries Co. | June 10, 2026 | Election of Directors: Henry L. Guy Director Elections |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| Ategrity Specialty Insurance Company Holdings | June 9, 2026 | Election of Directors: John (Jack) L. Sennott, Jr. Director Elections |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| Ategrity Specialty Insurance Company Holdings | June 9, 2026 | Election of Directors: Justin Cohen Director Elections |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| Ategrity Specialty Insurance Company Holdings | June 9, 2026 | Election of Directors: Mitchell Pressman Director Elections |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| Ategrity Specialty Insurance Company Holdings | June 9, 2026 | Election of Directors: Robert C. Merton, Ph.D. Director Elections |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| Ategrity Specialty Insurance Company Holdings | June 9, 2026 | Election of Directors: Stuart J. Zimmer Director Elections |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| Ategrity Specialty Insurance Company Holdings | June 9, 2026 | Election of Directors: Tom Hulst Director Elections |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| Ategrity Specialty Insurance Company Holdings | June 9, 2026 | Election of Directors: William Mercer Director Elections |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| Atlassian Corporation | December 2, 2025 | Election of Directors: Richard P. Wong Director Elections |
Board | For | FOR 11 funds |
AGAINST 7 funds |
| Aurora Innovation, Inc. | May 21, 2026 | Election of Directors: Michelangelo Volpi Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 8 funds |
| Avantor, Inc. | May 7, 2026 | Election of Directors: Gregory Summe Director Elections |
Board | For | AGAINST 10 funds |
FOR 12 funds |
| B&G Foods, Inc. | May 21, 2026 | Election of Directors: Alfred Poe Director Elections |
Board | For | AGAINST 3 funds |
FOR 7 funds |
| B&G Foods, Inc. | May 21, 2026 | Election of Directors: Charles F. Marcy Director Elections |
Board | For | AGAINST 3 funds |
FOR 7 funds |
| B&G Foods, Inc. | May 21, 2026 | Election of Directors: Dennis M. Mullen Director Elections |
Board | For | AGAINST 3 funds |
FOR 7 funds |
| B&G Foods, Inc. | May 21, 2026 | Election of Directors: Stephen C. Sherrill Director Elections |
Board | For | AGAINST 3 funds |
FOR 7 funds |
| B. RILEY FINANCIAL, INC. | December 1, 2025 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 2 funds |
AGAINST 5 funds |
| BAKKT, INC. | June 23, 2026 | Advisory Vote to Approve Executive Compensation. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 2 funds |
| BALLY'S CORPORATION | May 19, 2026 | Approve, on a non-binding advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 4 funds |
AGAINST 4 funds |
| BANDWIDTH INC. | May 28, 2026 | To approve, on an advisory basis, the compensation of the Company's named executive officers as disclosed in the proxy statement; Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 5 funds |
| BANKUNITED, INC. | May 21, 2026 | To approve the BankUnited, Inc. Amended and Restated 2023 Omnibus Equity Incentive Plan. Compensation |
Board | For | AGAINST 2 funds |
FOR 8 funds |
| BARK, Inc. | March 25, 2026 | Elect the two Class A director nominees named in the proxy statement: Henrik Werdelin Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 2 funds |
| BENTLEY SYSTEMS, INCORPORATED | May 21, 2026 | Election of Directors: Janet B. Haugen Director Elections |
Board | For | WITHHOLD 10 funds |
FOR 9 funds |
| BETA BIONICS, INC. | May 21, 2026 | To elect two Class I directors, as nominated by the Board of Directors, to hold office until the 2029 Annual Meeting of Stockholders and their successors are duly elected and qualified, or until their earlier death, resignation or removal. Sean D. Carney Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 4 funds |
| BEYOND MEAT, INC. | November 19, 2025 | To approve an amendment to the Company's Restated Certificate of Incorporation to increase the number of authorized shares of Common Stock from 500,000,000 to 3,000,000,000 in order to support, among other things, the additional share issuances of Common Stock issuable upon conversion of the New Notes and under the Restated Plan. Capital Structure |
Board | For | AGAINST 4 funds |
FOR 2 funds |
| BEYOND MEAT, INC. | November 19, 2025 | To approve, in accordance with Nasdaq Listing Rule 5635(d), the potential issuance of shares of the Company's common stock, par value $0.0001 per share (the "Common Stock"), upon conversion or equitization of up to $215.0 million in aggregate principal amount of newly issued 7.00% Convertible Senior Secured Second Lien PIK Toggle Notes due 2030 ("New Notes") (including any New Notes issued as payment-in-kind interest), or payment of accrued interest or make-whole payments in the form of Common Stock, which issuances would, in the aggregate, exceed 20% of the number of shares of Common Stock issued and outstanding immediately prior to the time of commencement of the Company's offer to exchange its outstanding $1.15 billion in aggregate principal amount of 0% Convertible Senior Notes due 2027. Capital Structure |
Board | For | AGAINST 4 funds |
FOR 2 funds |
| BGSF, INC. | September 4, 2025 | To approve, on an advisory (non-binding) basis, the compensation that may be paid or become payable to certain of BGSF's named executive officers, in connection with the transactions contemplated by the Equity Purchase Agreement Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 2 funds |
| BIO-RAD LABORATORIES, INC. | April 21, 2026 | Nominees: Arnold A. Pinkston Director Elections |
Board | For | AGAINST 10 funds |
FOR 13 funds |
| BIO-RAD LABORATORIES, INC. | April 21, 2026 | Nominees: Melinda Litherland Director Elections |
Board | For | AGAINST 10 funds |
FOR 13 funds |
| BIOCRYST PHARMACEUTICALS, INC. | June 11, 2026 | To approve an amended and restated Stock Incentive Plan, increasing the number of shares available for issuance under the Stock Incentive Plan. Compensation |
Board | For | AGAINST 5 funds |
FOR 6 funds |
| BLUELINX HOLDINGS | May 14, 2026 | Proposal to approve an Amendment to the 2021 Long-Term Incentive Plan to increase the number of shares of common stock reserved for Issuance under the plan. Compensation |
Board | For | AGAINST 4 funds |
FOR 7 funds |
| BOX, INC. | June 25, 2026 | To approve an amendment to our Amended and Restated 2015 Equity Incentive Plan to increase the number of shares reserved for issuance by 7,200,000 shares. Compensation |
Board | For | FOR 13 funds |
AGAINST 8 funds |
| BRC GROUP HOLDINGS, INC. | May 19, 2026 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 2 funds |
AGAINST 5 funds |
| BUMBLE INC. | June 4, 2026 | Approval, on a non-binding advisory basis, of the compensation of the named executive officers as disclosed in the Proxy Statement. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 4 funds |
| Ball Corporation | April 29, 2026 | Election of Directors: Todd A. Penegor Director Elections |
Board | For | FOR 17 funds |
AGAINST 14 funds |
| Bausch Health Companies Inc. | May 19, 2026 | Election of Directors: John A. Paulson Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 2 funds |
| Baxter International Inc. | May 5, 2026 | Election of Directors: Brent Shafer Director Elections |
Board | For | AGAINST 16 funds |
FOR 14 funds |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 13, 2026 from SEC Form N-PX filings.