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Charles Schwab vs TIAA: how alike they voted, 2023-2024

92.1% When both took a single position, they voted the same way on 92.1% of 10,681 items (9,833 the same, 848 different). 0 items where at least one of them split its funds are listed separately below. Both voted on 10,681 items in all.

Charles Schwab 2023-2024 · TIAA 2023-2024 · 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 items	Same	Differ	Same position	Fund-level
All ballot items	10,681	9,833	848	92.1%	92.1%
Board proposals	9,639	8,985	654	93.2%	93.2%
E&S shareholder proposals	304	212	92	69.7%	69.7%
Other items	738	636	102	86.2%	86.2%

Where they did not vote alike

Everything Voted differently Split votes

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

102 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	Charles Schwab	TIAA
XEROX HOLDINGS CORP.	May 22, 2024	Consider a shareholder proposal requesting a director election resignation bylaw, if properly presented at the meeting. Corporate Governance	Other	Against	FOR 8 funds	AGAINST 11 funds
ZOETIS INC.	May 22, 2024	Shareholder proposal regarding an improvement to our director resignation policy. Corporate Governance	Other	Against	FOR 16 funds	AGAINST 13 funds

← All 20 managers, 2023-2024

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