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 |
|---|---|---|---|---|---|---|
| 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 |
| 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 |
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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.