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State Street vs Charles Schwab: how alike they voted, 2025-2026

92.5% When both took a single position, they voted the same way on 92.5% of 14,145 items (13,080 the same, 1,065 different). 98 items where at least one of them split its funds are listed separately below. Both voted on 14,243 items in all.

State Street 2025-2026 · Charles Schwab 2025-2026 · Download the item list (CSV)

By who put the item on the ballot. “Same position” = Same / (Same + Differ); split items are not in it. “Fund-level” is a second view over all common items: the chance that a fund of each manager, picked at random, voted the same way, which gives partial credit where a manager split.
Common itemsSame DifferSplit (not in %)Same position Fund-level
All ballot items 14,24313,0801,065 9892.5%92.1%
Board proposals 13,31312,412829 7293.7%93.4%
E&S shareholder proposals 14413110 392.9%93.0%
Other items 786537226 2370.4%69.9%

Where they did not vote alike

Everything Voted differently Split votes

All ballot items Board proposals E&S shareholder proposals Other items

98 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.

CompanyMeetingProposalOn the ballot from Board recommendedState StreetCharles Schwab
DIGITAL REALTY TRUST, INC. May 29, 2026 A stockholder proposal regarding enhanced water risk disclosure, if properly presented.
Environment or Climate
Shareholder (E&S) Against Split
1 FOR, 23 AGAINST
AGAINST
16 funds
MICROSOFT CORPORATION December 5, 2025 Report on Data Operations in Human Rights Hotspots
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
1 FOR, 34 AGAINST
AGAINST
15 funds
MICROSOFT CORPORATION December 5, 2025 Report on Human Rights Due Diligence
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
1 FOR, 34 AGAINST
AGAINST
15 funds
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
AAON, INC. May 12, 2026 Election of Directors for a term ending in 2029: Caron A. Lawhorn
Director Elections
Board For Split
2 FOR, 11 AGAINST
FOR
11 funds
APPLIED INDUSTRIAL TECHNOLOGIES, INC. October 21, 2025 Election of Directors: Joe A. Raver
Director Elections
Board For Split
2 FOR, 11 WITHHOLD
FOR
12 funds
Avista Corporation May 14, 2026 Election of Directors: Janet D. Widmann
Director Elections
Board For Split
2 FOR, 13 AGAINST
FOR
7 funds
BELLRING BRANDS, INC. January 28, 2026 Election of Directors: Elliot H. Stein, Jr.
Director Elections
Board For Split
2 FOR, 12 WITHHOLD
FOR
9 funds
BLACKROCK, INC. May 20, 2026 Approval, in a non-binding advisory vote, of the compensation for named executive officers.
Say-on-Pay
Board For Split
29 FOR, 2 AGAINST
AGAINST
17 funds
CIPHER DIGITAL INC. June 2, 2026 Approval, on a non-binding advisory basis, of the compensation of our named executive officers.
Say-on-Pay
Board For Split
9 FOR, 3 AGAINST
FOR
6 funds
CORCEPT THERAPEUTICS INCORPORATED May 21, 2026 To approve an amendment to the Corcept Therapeutics Incorporated 2024 Incentive Award Plan to increase the number of shares available thereunder and clarify certain other language in the plan.
Compensation
Board For Split
11 FOR, 2 AGAINST
AGAINST
11 funds
CORE SCIENTIFIC, INC. May 12, 2026 To approve, on a non-binding, advisory basis, the compensation of our named executive officers.
Say-on-Pay
Board For Split
9 FOR, 3 AGAINST
AGAINST
6 funds
Camden Property Trust May 8, 2026 Election of Trust Managers: Frances Aldrich Sevilla-Sacasa
Director Elections
Board For Split
1 FOR, 17 AGAINST
FOR
16 funds
Camden Property Trust May 8, 2026 Election of Trust Managers: Scott S. Ingraham
Director Elections
Board For Split
1 FOR, 17 AGAINST
FOR
16 funds
Camden Property Trust May 8, 2026 Election of Trust Managers: Steven A. Webster
Director Elections
Board For Split
1 FOR, 17 AGAINST
FOR
16 funds
CleanSpark, Inc. March 3, 2026 Election of Directors: Amanda Cavaleri
Director Elections
Board For Split
12 FOR, 3 WITHHOLD
WITHHOLD
5 funds
CleanSpark, Inc. March 3, 2026 Election of Directors: Larry McNeill
Director Elections
Board For Split
12 FOR, 3 WITHHOLD
WITHHOLD
5 funds
Corcept Therapeutics Incorporated May 21, 2026 Election of Directors: Daniel N. Swisher, Jr.
Director Elections
Board For Split
11 FOR, 2 WITHHOLD
FOR
11 funds
Corcept Therapeutics Incorporated May 21, 2026 Election of Directors: Gregg Alton
Director Elections
Board For Split
11 FOR, 2 WITHHOLD
FOR
11 funds
Corcept Therapeutics Incorporated May 21, 2026 Election of Directors: James N. Wilson
Director Elections
Board For Split
2 FOR, 11 WITHHOLD
FOR
11 funds
Corcept Therapeutics Incorporated May 21, 2026 Election of Directors: Kimberly Park
Director Elections
Board For Split
2 FOR, 11 WITHHOLD
FOR
11 funds
Core Scientific, Inc. May 12, 2026 Election of Directors: Eric Weiss
Director Elections
Board For Split
6 FOR, 3 WITHHOLD
FOR
5 funds
Core Scientific, Inc. May 12, 2026 Election of Directors: Jeff Booth
Director Elections
Board For Split
6 FOR, 3 WITHHOLD
FOR
5 funds
DATADOG, INC. April 21, 2026 To approve the redomiciliation of the Company from the State of Delaware to the State of Nevada by conversion.
Extraordinary Transactions
Board For Split
20 FOR, 3 AGAINST
AGAINST
14 funds
EASTERLY GOVERNMENT PROPERTIES, INC. April 22, 2026 Approval of the Easterly Government Properties, Inc. 2024 Equity Incentive Plan Amendment.
Compensation
Board For Split
13 FOR, 2 AGAINST
FOR
9 funds
EMERGENT BIOSOLUTIONS INC. April 29, 2026 To hold, on an advisory basis, a vote to approve the 2025 compensation of our named executive officers.
Say-on-Pay
Board For Split
7 FOR, 2 AGAINST
FOR
8 funds
EMPIRE STATE REALTY TRUST, INC. May 14, 2026 To approve the Empire State Realty Trust, Inc. Empire State Realty OP, L.P. 2026 Equity Incentive Plan.
Compensation
Board For Split
5 FOR, 1 AGAINST
FOR
10 funds
EVERTEC, INC. May 21, 2026 Election of Directors: Brian J. Smith
Director Elections
Board For Split
2 FOR, 10 AGAINST
FOR
8 funds
Eagle Materials Inc. August 4, 2025 Election of Directors: Martin M. Ellen
Director Elections
Board For Split
2 FOR, 10 AGAINST
FOR
12 funds
Essex Property Trust, Inc. May 12, 2026 Election of Directors: Keith R. Guericke
Director Elections
Board For Split
25 FOR, 1 AGAINST
AGAINST
16 funds
GLOBUS MEDICAL, INC. June 3, 2026 Approval of an amendment to the Globus Medical, Inc. 2021 Equity Incentive Plan to increase the number of authorized shares thereunder by 1,000,000.
Compensation
Board For Split
2 FOR, 12 AGAINST
AGAINST
11 funds
Guardant Health, Inc. June 17, 2026 Election of Class II Directors: Manuel Hidalgo Medina
Director Elections
Board For Split
5 FOR, 2 WITHHOLD
FOR
8 funds
HALOZYME THERAPEUTICS, INC. May 5, 2026 To approve, by a non-binding advisory vote, the compensation of the Company's named executive officers.
Say-on-Pay
Board For Split
2 FOR, 14 AGAINST
FOR
13 funds
HAMILTON LANE INCORPORATED September 4, 2025 Advisory, non-binding vote to approve named executive officer compensation.
Say-on-Pay
Board For Split
2 FOR, 16 AGAINST
AGAINST
12 funds
HUT 8 CORP. June 11, 2026 To approve an amendment to the Amended and Restated Hut 8 Corp. 2023 Omnibus Incentive Plan.
Compensation
Board For Split
6 FOR, 3 AGAINST
AGAINST
5 funds
Halozyme Therapeutics, Inc. May 5, 2026 Election of Class I Directors: Matthew L. Posard
Director Elections
Board For Split
2 FOR, 10 AGAINST
FOR
11 funds
INSPIRE MEDICAL SYSTEMS, INC. April 30, 2026 Approval of an amendment and restatement of the Inspire Medical Systems, Inc. 2018 Incentive Award Plan.
Compensation
Board For Split
2 FOR, 12 AGAINST
FOR
5 funds
KITE REALTY GROUP TRUST May 14, 2026 Election of Trustees: Steven P. Grimes
Director Elections
Board For Split
11 FOR, 2 AGAINST
AGAINST
10 funds
LINEAGE, INC. June 9, 2026 Advisory (non-binding) approval of the compensation of our named executive officers.
Say-on-Pay
Board For Split
9 FOR, 3 AGAINST
FOR
15 funds
Littelfuse, Inc. April 22, 2026 Election of Directors: Maria C. Green
Director Elections
Board For Split
2 FOR, 12 AGAINST
FOR
12 funds
Louisiana-Pacific Corporation May 1, 2026 Election of Class II Directors: Stephen E. Macadam
Director Elections
Board For Split
2 FOR, 13 AGAINST
FOR
11 funds
MADRIGAL PHARMACEUTICALS INC. June 17, 2026 Re-election of Class I directors: Julian Baker
Director Elections
Board For Split
2 FOR, 5 WITHHOLD
FOR
9 funds
MATADOR RESOURCES COMPANY June 11, 2026 Election of Director Nominees: Reynald A. Baribault
Director Elections
Board For Split
2 FOR, 13 AGAINST
FOR
11 funds
NVENT ELECTRIC PLC May 15, 2026 By Separate Resolutions, Election of Director Nominees: Michael L. Ducker
Director Elections
Board For Split
3 FOR, 10 AGAINST
FOR
13 funds
OneSpaWorld Holdings Limited June 3, 2026 Election of Directors: Maryam Banikarim
Director Elections
Board For Split
2 FOR, 8 WITHHOLD
FOR
5 funds
PERMIAN RESOURCES CORPORATION May 19, 2026 To approve the First Amendment to the Permian Resources Corporation 2023 Long Term Incentive Plan.
Compensation
Board For Split
12 FOR, 2 AGAINST
FOR
14 funds
POLARIS INC. April 30, 2026 Adoption of the Amended and Restated Polaris Inc. 2024 Omnibus Incentive Plan
Compensation
Board For Split
2 FOR, 10 AGAINST
FOR
8 funds
PROCORE TECHNOLOGIES, INC. June 4, 2026 To approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers
Say-on-Pay
Board For Split
9 FOR, 2 AGAINST
AGAINST
10 funds
PROG Holdings, Inc. May 6, 2026 Election of Directors: James P. Smith
Director Elections
Board For Split
2 FOR, 10 AGAINST
FOR
8 funds
PROLOGIS, INC. April 28, 2026 Advisory Vote to Approve the Company's Executive Compensation for 2025.
Say-on-Pay
Board For Split
32 FOR, 1 AGAINST
AGAINST
17 funds
RELAY THERAPEUTICS, INC. June 9, 2026 To elect two class III directors to our board of directors, to serve until the 2029 annual meeting of stockholders and until their successor has been duly elected and qualified, or until such director's earlier death, resignation or removal; Douglas S. Ingram
Director Elections
Board For Split
5 FOR, 2 WITHHOLD
FOR
4 funds
RHYTHM PHARMACEUTICALS, INC. June 24, 2026 Approval, on an advisory (non-binding) basis, of the compensation of the named executive officers of the Company.
Say-on-Pay
Board For Split
8 FOR, 2 AGAINST
FOR
9 funds
RXO INC May 12, 2026 Approval of an Amendment to the RXO, Inc. 2022 Omnibus Incentive Compensation Plan.
Compensation
Board For Split
9 FOR, 2 AGAINST
FOR
7 funds
SALESFORCE, INC. May 28, 2026 Amendment and restatement of our 2013 Equity Incentive Plan to increase the number of shares reserved for issuance and extend the plan term.
Compensation
Board For Split
29 FOR, 3 AGAINST
FOR
14 funds
SHIFT4 PAYMENTS, INC. June 12, 2026 Approval of the Company's 2026 Employee Stock Purchase Plan.
Compensation
Board For Split
2 FOR, 12 AGAINST
AGAINST
10 funds
SIMON PROPERTY GROUP, INC. May 13, 2026 Advisory Vote to Approve the Compensation of our Named Executive Officers.
Say-on-Pay
Board For Split
34 FOR, 1 AGAINST
FOR
19 funds
SIMULATIONS PLUS, INC. February 12, 2026 Approval of an amendment to the Company's 2021 Equity Incentive Plan, as amended, to increase the number of shares authorized for issuance thereunder from 2,500,000 shares to 3,450,000 shares of common stock of the Company.
Compensation
Board For Split
2 FOR, 4 AGAINST
FOR
3 funds
SITIME CORPORATION May 29, 2026 Election of Directors: Akira Takata
Director Elections
Board For Split
2 FOR, 11 WITHHOLD
FOR
7 funds
SL GREEN REALTY CORP. June 2, 2026 To approve, on a non-binding advisory basis, our executive compensation.
Say-on-Pay
Board For Split
17 FOR, 1 AGAINST
AGAINST
10 funds
SL Green Realty Corp. June 2, 2026 Election of Directors: John H. Alschuler
Director Elections
Board For Split
1 FOR, 11 AGAINST
FOR
9 funds
TARGET HOSPITALITY CORP. May 21, 2026 Advisory Vote on the Compensation of our Named Executive Officers (Say on Pay).
Say-on-Pay
Board For Split
7 FOR, 1 AGAINST
AGAINST
5 funds
TARGET HOSPITALITY CORP. May 21, 2026 Third Amendment to the Target Hospitality Corp. 2019 Incentive Award Plan.
Compensation
Board For Split
4 FOR, 1 AGAINST
FOR
4 funds
TECHNIPFMC PLC May 1, 2026 2025 U.K. Directors' Remuneration Report: To approve, as a non-binding advisory resolution, the Company's directors' remuneration report for the year ended December 31, 2025, as reported in the Company's U.K. Annual Report and Accounts.
Say-on-Pay
Board For Split
2 FOR, 13 AGAINST
FOR
14 funds
TECHNIPFMC PLC May 1, 2026 2025 U.S. Say-on-Pay for Named Executive Officers: To approve, as a non-binding advisory resolution, the Company's named executive officer compensation for the year ended December 31, 2025, as reported in the Company's Proxy Statement.
Say-on-Pay
Board For Split
2 FOR, 19 AGAINST
FOR
16 funds
The Cheesecake Factory Incorporated May 28, 2026 Election of Directors: Alexander L. Cappello
Director Elections
Board For Split
2 FOR, 10 AGAINST
FOR
8 funds
The Cheesecake Factory Incorporated May 28, 2026 Election of Directors: David B. Pittaway
Director Elections
Board For Split
2 FOR, 10 AGAINST
FOR
8 funds
The Cheesecake Factory Incorporated May 28, 2026 Election of Directors: Jerome I. Kransdorf
Director Elections
Board For Split
2 FOR, 10 AGAINST
FOR
8 funds
The Simply Good Foods Company January 28, 2026 Election of the 11 director nominees: Clayton C. Daley, Jr.
Director Elections
Board For Split
2 FOR, 10 WITHHOLD
FOR
7 funds
UDR, INC. May 21, 2026 Advisory vote to approve named executive officer compensation.
Say-on-Pay
Board For Split
28 FOR, 1 AGAINST
FOR
19 funds
UNISYS CORPORATION April 30, 2026 Approve the amendment to the Unisys Corporation 2024 Long-Term Incentive and Equity Compensation Plan.
Compensation
Board For Split
2 FOR, 3 AGAINST
FOR
7 funds
Unisys Corporation April 30, 2026 Election of Directors: Philippe Germond
Director Elections
Board For Split
2 FOR, 3 AGAINST
FOR
7 funds
VORNADO REALTY TRUST May 21, 2026 Approval of the Company's 2026 Omnibus Share Plan.
Compensation
Board For Split
10 FOR, 1 AGAINST
FOR
16 funds
WELLTOWER INC. May 21, 2026 The approval, on an advisory basis, of the compensation of the named executive officers.
Say-on-Pay
Board For Split
1 FOR, 29 AGAINST
AGAINST
16 funds
WINGSTOP INC. May 21, 2026 Approve, on an advisory basis, the compensation of the Company's named executive officers.
Say-on-Pay
Board For Split
2 FOR, 13 AGAINST
AGAINST
14 funds
nCino, Inc. June 18, 2026 Election of Four Directors: Jon Doyle
Director Elections
Board For Split
6 FOR, 2 AGAINST
FOR
5 funds
nCino, Inc. June 18, 2026 Election of Four Directors: William Spruill
Director Elections
Board For Split
6 FOR, 2 AGAINST
FOR
5 funds

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← All 20 managers, 2025-2026

How items are matched and positions counted: see the comparison table and the methodology. Built October 13, 2026 from SEC Form N-PX filings.