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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 itemsSame DifferSplit (not in %)Same position Fund-level
All ballot items 10,6819,833848 092.1%92.1%
Board proposals 9,6398,985654 093.2%93.2%
E&S shareholder proposals 30421292 069.7%69.7%
Other items 738636102 086.2%86.2%

Where they did not vote alike

Everything Voted differently Split votes

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

92 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 recommendedCharles SchwabTIAA
ABBVIE INC. May 3, 2024 Stockholder Proposal - to Issue a Report on Patent Process
Other Social Issues
Shareholder (E&S) Against AGAINST
15 funds
FOR
10 funds
AIR TRANSPORT SERVICES GROUP INC. May 22, 2024 Stockholder proposal regarding managing climate risk through science-based targets and transition planning.
Environment or Climate
Shareholder (E&S) Against AGAINST
7 funds
FOR
5 funds
ALCOA CORP. May 10, 2024 Stockholder proposal requesting the preparation of an annual report on lobbying activities, if properly presented
Other Social Issues
Shareholder (E&S) Against AGAINST
12 funds
FOR
6 funds
ALPHABET INC. June 7, 2024 Stockholder proposal regarding a lobbying report
Other Social Issues
Shareholder (E&S) Against AGAINST
14 funds
FOR
11 funds
ALPHABET INC. June 7, 2024 Stockholder proposal regarding a report on online safety for children
Other Social Issues
Shareholder (E&S) Against FOR
14 funds
AGAINST
11 funds
AMAZON.COM INC. May 22, 2024 SHAREHOLDER PROPOSAL REQUESTING A REPORT ON CUSTOMER USE OF CERTAIN TECHNOLOGIES
Human Rights or Human Capital/workforce
Shareholder (E&S) Against FOR
14 funds
AGAINST
13 funds
AMAZON.COM INC. May 22, 2024 SHAREHOLDER PROPOSAL REQUESTING A REPORT ON PACKAGING MATERIALS
Environment or Climate
Shareholder (E&S) Against FOR
14 funds
AGAINST
13 funds
AMAZON.COM INC. May 22, 2024 SHAREHOLDER PROPOSAL REQUESTING A REPORT ON WAREHOUSE WORKING CONDITIONS
Human Rights or Human Capital/workforce
Shareholder (E&S) Against FOR
14 funds
AGAINST
13 funds
AMAZON.COM INC. May 22, 2024 SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON GENDER/RACIAL PAY
Diversity, Equity, and Inclusion
Shareholder (E&S) Against AGAINST
14 funds
FOR
13 funds
AMAZON.COM INC. May 22, 2024 SHAREHOLDER PROPOSAL REQUESTING ALTERNATIVE EMISSIONS REPORTING
Environment or Climate
Shareholder (E&S) Against AGAINST
14 funds
FOR
13 funds
AMERICAN TOWER CORP. May 22, 2024 To consider a stockholder proposal, if properly presented, regarding disclosure of racial and gender pay gaps.
Diversity, Equity, and Inclusion
Shareholder (E&S) Against AGAINST
15 funds
FOR
14 funds
AMKOR TECHNOLOGY INC. May 14, 2024 Shareholder proposal to report on effectiveness of the Company's diversity, equity, and inclusion efforts.
Diversity, Equity, and Inclusion
Shareholder (E&S) Against AGAINST
11 funds
FOR
6 funds
APPLIED MATERIALS INC. March 7, 2024 Shareholder proposal requesting that Applied Materials report on quantitative median and adjusted pay gaps across race and gender.
Diversity, Equity, and Inclusion
Shareholder (E&S) Against AGAINST
13 funds
FOR
17 funds
BANK OF AMERICA CORP. April 24, 2024 Shareholder proposal requesting disclosure of clean energy financing ratio
Environment or Climate
Shareholder (E&S) Against AGAINST
13 funds
FOR
10 funds
BANK OF NEW YORK MELLON CORP. April 9, 2024 Stockholder proposal regarding transperency in lobbying, if properly presented.
Other Social Issues
Shareholder (E&S) Against AGAINST
13 funds
FOR
14 funds
BERKSHIRE HATHAWAY INC. May 4, 2024 Shareholder proposal requesting that the Board of Directors disclose in a consolidated annual report GHG emissions data by scope, as well as progress toward its net-zero decarbonization goal, for Berkshire Hathaway Energy.
Environment or Climate
Shareholder (E&S) Against AGAINST
13 funds
FOR
10 funds
BOEING CO. May 17, 2024 Adoption of Value Chain Emission Reduction Target.
Environment or Climate
Shareholder (E&S) Against AGAINST
13 funds
FOR
14 funds
BOEING CO. May 17, 2024 Racial and Gender Pay Gap Disclosure.
Diversity, Equity, and Inclusion
Shareholder (E&S) Against AGAINST
13 funds
FOR
14 funds
BOEING CO. May 17, 2024 Report on Climate Lobbying.
Environment or Climate
Shareholder (E&S) Against AGAINST
13 funds
FOR
14 funds
CARRIER GLOBAL CORP. April 18, 2024 Shareowner Proposal regarding transparency in lobbying
Other Social Issues
Shareholder (E&S) Against AGAINST
13 funds
FOR
14 funds
CASEY'S GENERAL STORES INC. September 6, 2023 Shareholder proposal regarding greenhouse gas emissions reporting.
Environment or Climate
Shareholder (E&S) Against AGAINST
12 funds
FOR
7 funds
CENTENE CORP. May 14, 2024 STOCKHOLDER PROPOSAL FOR MANAGING CLIMATE RISK THROUGH SCIENCE-BASED TARGETS AND TRANSITION PLANNING.
Environment or Climate
Shareholder (E&S) Against AGAINST
12 funds
FOR
9 funds
CENTERPOINT ENERGY INC. April 26, 2024 Shareholder proposal relating to setting additional interim and long-term Scope 3 emissions goals.
Environment or Climate
Shareholder (E&S) Against AGAINST
13 funds
FOR
8 funds
CHIPOTLE MEXICAN GRILL INC. June 6, 2024 Shareholder Proposal - Requesting an audit of safety practices.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against FOR
12 funds
AGAINST
9 funds
CHURCH & DWIGHT CO. INC. May 2, 2024 Stockholder Proposal - Transparency in Political Contributions.
Other Social Issues
Shareholder (E&S) Not determined AGAINST
14 funds
FOR
11 funds
CINTAS CORP. October 24, 2023 A shareholder proposal regarding greater disclosure of material corporate diversity, equity and inclusion data, if properly presented at the meeting.
Diversity, Equity, and Inclusion
Shareholder (E&S) Against AGAINST
14 funds
FOR
9 funds
CINTAS CORP. October 24, 2023 A shareholder proposal regarding managing climate risk through science-based targets and transition planning, if properly presented at the meeting.
Environment or Climate
Shareholder (E&S) Against AGAINST
14 funds
FOR
9 funds
CONSTELLATION BRANDS INC. July 18, 2023 Stockholder proposal on circular packaging.
Environment or Climate
Shareholder (E&S) Against AGAINST
14 funds
FOR
8 funds
CONSTELLATION BRANDS INC. July 18, 2023 Stockholder proposal on greenhouse gas emissions.
Environment or Climate
Shareholder (E&S) Against AGAINST
14 funds
FOR
8 funds
CVS HEALTH CORP. May 16, 2024 Stockholder Proposal Requesting an Independent, Third Party Worker Rights Assessment and Report.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against AGAINST
13 funds
FOR
8 funds
DARDEN RESTAURANTS INC. September 20, 2023 To vote on a shareholder proposal requesting the Company to issue greenhouse gas reduction targets if properly presented at the meeting.
Environment or Climate
Shareholder (E&S) Against AGAINST
15 funds
FOR
9 funds
DELL TECHNOLOGIES INC. June 27, 2024 Shareholder proposal seeking a report to shareholders on the effectiveness of Dell Technologies Inc.'s diversity, equity, and inclusion efforts
Diversity, Equity, and Inclusion
Shareholder (E&S) Against AGAINST
7 funds
FOR
1 fund
DEXCOM INC. May 22, 2024 To provide a non-binding, advisory vote on pay equity disclosure.
Diversity, Equity, and Inclusion
Shareholder (E&S) Against AGAINST
14 funds
FOR
12 funds
DINE BRANDS GLOBAL INC. May 14, 2024 Stockholder proposal regarding climate change policies and climate change risk disclosures.
Environment or Climate
Shareholder (E&S) Against AGAINST
7 funds
FOR
5 funds
DOCUSIGN INC. May 29, 2024 A stockholder proposal to report on the effectiveness of the Company's diversity, equity, and inclusion efforts, if properly presented at the meeting
Diversity, Equity, and Inclusion
Shareholder (E&S) Against AGAINST
9 funds
FOR
5 funds
ELI LILLY AND CO. May 6, 2024 Shareholder proposal to establish and report on a process by which the impact of extended patent exclusivities on product access would be considered in deciding whether to apply for secondary and tertiary patents.
Other Social Issues
Shareholder (E&S) Against AGAINST
15 funds
FOR
13 funds
EXPEDITORS INTERNATIONAL OF WASHINGTON INC. May 7, 2024 Shareholder Proposal: Regarding Report on Effectiveness of DEI Efforts
Diversity, Equity, and Inclusion
Shareholder (E&S) Against AGAINST
14 funds
FOR
12 funds
EXXON MOBIL CORP. May 29, 2024 Report on Plastic Production Under SCS Scenario
Environment or Climate
Shareholder (E&S) Against AGAINST
14 funds
FOR
13 funds
FLOWSERVE CORP. May 16, 2024 Shareholder proposal requesting report on the Company's political spending and policies and procedures regarding political spending.
Other Social Issues
Shareholder (E&S) Against AGAINST
10 funds
FOR
7 funds
GLOBAL PAYMENTS INC. April 25, 2024 Advisory shareholder proposal on transparency in political spending.
Other Social Issues
Shareholder (E&S) Against AGAINST
13 funds
FOR
8 funds
GOLDMAN SACHS GROUP INC. April 24, 2024 Shareholder Proposal Regarding Disclosure of Clean Energy Supply Financing Ratio
Environment or Climate
Shareholder (E&S) Against AGAINST
13 funds
FOR
14 funds
GOLDMAN SACHS GROUP INC. April 24, 2024 Shareholder Proposal Regarding Pay Equity Reporting
Diversity, Equity, and Inclusion
Shareholder (E&S) Against AGAINST
13 funds
FOR
14 funds
HUNTINGTON INGALLS INDUSTRIES INC. May 1, 2024 Stockholder Proposal Regarding Science-based Greenhouse Gas Reduction Targets and Transition Plan
Environment or Climate
Shareholder (E&S) Against AGAINST
14 funds
FOR
7 funds
HUNTSMAN CORP. May 2, 2024 Stockholder proposal regarding transparency in political spending.
Other Social Issues
Shareholder (E&S) Against AGAINST
12 funds
FOR
6 funds
INGLES MARKETS INC. February 13, 2024 Stockholder proposal concerning risk disclosure related to consumer expectations on significant policy matters.
Environment or Climate
Shareholder (E&S) Against AGAINST
7 funds
FOR
5 funds
INGLES MARKETS INC. February 13, 2024 Stockholder proposal regarding cage free egg progress disclosure.
Other Social Issues
Shareholder (E&S) Against AGAINST
7 funds
FOR
5 funds
INTERNATIONAL BUSINESS MACHINES CORP. April 30, 2024 Stockholder Proposal Requesting the Adoption of Greenhouse Gas Emissions Targets
Environment or Climate
Shareholder (E&S) Against AGAINST
13 funds
FOR
11 funds
INTUITIVE SURGICAL INC. April 25, 2024 The stockholder proposal requesting a racial and gender pay gap report, if properly presented at the Annual Meeting.
Diversity, Equity, and Inclusion
Shareholder (E&S) Against AGAINST
15 funds
FOR
11 funds
KELLANOVA April 26, 2024 Shareowner proposal requesting the Company report on the risks to the Company associated with pesticide use in its supply chain, if properly presented at meeting.
Environment or Climate
Shareholder (E&S) Against AGAINST
14 funds
FOR
8 funds
KRAFT HEINZ CO. May 2, 2024 Stockholder Proposal - Report on recyclability claims, if properly presented.
Environment or Climate
Shareholder (E&S) Not determined AGAINST
12 funds
FOR
10 funds
L3HARRIS TECHNOLOGIES INC. April 19, 2024 Shareholder Proposal titled "Transparency in Lobbying"
Other Social Issues
Shareholder (E&S) Against AGAINST
12 funds
FOR
7 funds
LENNAR CORP. April 10, 2024 Vote on a stockholder proposal requesting a report disclosing the Company's LGBTQ equity and inclusion efforts in its human capital management strategy.
Diversity, Equity, and Inclusion
Shareholder (E&S) Against AGAINST
13 funds
FOR
7 funds
LENNAR CORP. April 10, 2024 Vote on a stockholder proposal requesting a report on the Company's plans to reduce greenhouse gas emissions.
Environment or Climate
Shareholder (E&S) Against AGAINST
13 funds
FOR
7 funds
LOCKHEED MARTIN CORP. May 2, 2024 Stockholder Proposal Requesting a Report on Reducing Full Value Chain GHG Emissions
Environment or Climate
Shareholder (E&S) Not determined AGAINST
16 funds
FOR
7 funds
MARKEL GROUP INC. May 22, 2024 Shareholder proposal for a report on the Company's greenhouse gas emissions.
Environment or Climate
Shareholder (E&S) Against AGAINST
11 funds
FOR
6 funds
MARRIOTT INTERNATIONAL INC. May 10, 2024 STOCKHOLDER RESOLUTION REQUESTING THE COMPANY ANNUALLY PREPARE A RACIAL AND GENDER PAY GAP REPORT
Diversity, Equity, and Inclusion
Shareholder (E&S) Against AGAINST
12 funds
FOR
8 funds
MCDONALD'S CORP. May 22, 2024 Advisory Vote on Poultry Welfare Disclosure.
Other Social Issues
Shareholder (E&S) Against AGAINST
16 funds
FOR
15 funds
META PLATFORMS INC. May 29, 2024 A shareholder proposal regarding human rights impact assessment on AI systems driving targeted advertising.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against FOR
14 funds
AGAINST
13 funds
META PLATFORMS INC. May 29, 2024 A shareholder proposal regarding report on child safety impacts and actual harm reduction to children.
Other Social Issues
Shareholder (E&S) Against FOR
14 funds
AGAINST
13 funds
NIKE INC. September 12, 2023 To consider a shareholder proposal regarding Supplemental Pay Equity Disclosure, if properly presented at the meeting.
Diversity, Equity, and Inclusion
Shareholder (E&S) Against AGAINST
14 funds
FOR
10 funds
NOODLES & CO. May 15, 2024 To vote on a stockholder proposal regarding greenhouse gas emissions disclosures.
Environment or Climate
Shareholder (E&S) Against AGAINST
2 funds
FOR
6 funds
OCCIDENTAL PETROLEUM CORP. May 2, 2024 Shareholder Proposal Requesting an Annual Report on Lobbying
Other Social Issues
Shareholder (E&S) Not determined AGAINST
12 funds
FOR
8 funds
PAPA JOHN'S INTERNATIONAL INC. May 2, 2024 Stockholder proposal regarding pork housing disclosure.
Other Social Issues
Shareholder (E&S) Against AGAINST
7 funds
FOR
6 funds
ROSS STORES INC. May 22, 2024 To vote on a stockholder proposal regarding reporting on material value chain GHG emissions, if properly presented at the Annual Meeting.
Environment or Climate
Shareholder (E&S) Against AGAINST
14 funds
FOR
8 funds
RTX CORP. May 2, 2024 Shareowner Proposal Requesting a Lobbying Transparency Report
Other Social Issues
Shareholder (E&S) Not determined AGAINST
13 funds
FOR
10 funds
RTX CORP. May 2, 2024 Shareowner Proposal Requesting a Report on Full Value Chain Emissions Reduction Plan
Environment or Climate
Shareholder (E&S) Not determined AGAINST
13 funds
FOR
10 funds
RYDER SYSTEM INC. May 3, 2024 To vote, on an advisory basis, on a shareholder proposal regarding managing climate risk through science-based targets and transition planning.
Environment or Climate
Shareholder (E&S) Against AGAINST
10 funds
FOR
7 funds
SKECHERS U.S.A. INC. May 23, 2024 Stockholder proposal requesting our company to publicly disclose a timeline for meeting and disclosing our value chain emissions.
Environment or Climate
Shareholder (E&S) Against AGAINST
12 funds
FOR
6 funds
SKYWEST INC. May 7, 2024 A shareholder proposal regarding collective bargaining policy.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against AGAINST
8 funds
FOR
8 funds
SKYWORKS SOLUTIONS INC. May 14, 2024 To approve a stockholder proposal regarding adoption of greenhouse gas emissions reduction targets.
Environment or Climate
Shareholder (E&S) Against AGAINST
14 funds
FOR
7 funds
SONOCO PRODUCTS CO. April 17, 2024 Advisory (non-binding) shareholder proposal regarding transparency in political spending.
Other Social Issues
Shareholder (E&S) Against AGAINST
12 funds
FOR
6 funds
SPARTANNASH CO. May 22, 2024 Shareholder proposal regarding animal welfare, if properly presented at the Annual Meeting.
Other Social Issues
Shareholder (E&S) Against AGAINST
7 funds
FOR
7 funds
STRYKER CORP. May 9, 2024 Shareholder Proposal on Transparency in Political Spending.
Other Social Issues
Shareholder (E&S) Not determined AGAINST
14 funds
FOR
9 funds
SYSCO CORP. November 17, 2023 To consider a stockholder proposal related to re-establishing a policy for eliminating or reducing gestation crates in the Company's pork supply chain.
Other Social Issues
Shareholder (E&S) Against AGAINST
12 funds
FOR
8 funds
TESLA INC. June 13, 2024 A stockholder proposal regarding adoption of a freedom of association and collective bargaining policy, if properly presented.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against AGAINST
14 funds
FOR
12 funds
TEXAS INSTRUMENTS INC. April 25, 2024 Stockholder proposal to report on due diligence efforts to identify risks associated with product misuse.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against AGAINST
14 funds
FOR
12 funds
TEXAS ROADHOUSE INC. May 16, 2024 An Advisory Vote on a Shareholder Proposal Regarding the Issuance of a Climate Report.
Environment or Climate
Shareholder (E&S) Against AGAINST
11 funds
FOR
9 funds
THE TIMKEN COMPANY May 3, 2024 Consideration of a shareholder proposal requesting that The Timken Company adopt independently-verified short- and medium-term science-based greenhouse gas emissions reduction targets, inclusive of emissions from its full value chain, in order to achieve net-zero emissions by 2050 in line with the Paris Agreement's goal of limiting global temperature rise to 1.5 degrees Celsius
Environment or Climate
Shareholder (E&S) Against AGAINST
11 funds
FOR
5 funds
THE WENDY'S COMPANY May 21, 2024 Stockholder proposal regarding cage-free eggs, if properly presented at the Annual Meeting.
Environment or Climate
Shareholder (E&S) Against AGAINST
10 funds
FOR
7 funds
THE WENDY'S COMPANY May 21, 2024 Stockholder proposal requesting a racial equity audit, if properly presented at the Annual Meeting
Human Rights or Human Capital/workforce
Shareholder (E&S) Against AGAINST
10 funds
FOR
7 funds
TRUIST FINANCIAL CORP. April 23, 2024 Shareholder proposal regarding an annual report on lobbying activities, if properly presented at the Annual Meeting.
Other Social Issues
Shareholder (E&S) Against AGAINST
13 funds
FOR
11 funds
TYSON FOODS INC. February 8, 2024 Shareholder proposal regarding a circular economy for packaging.
Environment or Climate
Shareholder (E&S) Against AGAINST
14 funds
FOR
7 funds
TYSON FOODS INC. February 8, 2024 Shareholder proposal regarding corporate climate lobbying.
Environment or Climate
Shareholder (E&S) Against AGAINST
14 funds
FOR
7 funds
UNITED PARCEL SERVICE INC. May 2, 2024 To prepare an annual report on the effectiveness of UPS's diversity, equity and inclusion efforts.
Diversity, Equity, and Inclusion
Shareholder (E&S) Not determined AGAINST
15 funds
FOR
15 funds
VERIZON COMMUNICATIONS INC. May 9, 2024 Lobbying activities report
Other Social Issues
Shareholder (E&S) Not determined AGAINST
14 funds
FOR
12 funds
VERTEX PHARMACEUTICALS INC. May 15, 2024 Shareholder proposal, if properly presented at the meeting, regarding a report on racial and gender pay gaps.
Diversity, Equity, and Inclusion
Shareholder (E&S) Against AGAINST
15 funds
FOR
11 funds
WALMART INC. June 5, 2024 Publication of Targets for Transitioning from Gestation Crates in Pork Supply Chain
Other Social Issues
Shareholder (E&S) Against AGAINST
14 funds
FOR
10 funds
WEIS MARKETS INC. May 2, 2024 Shareholder proposal requesting a report on how the Company is addressing climate-change related risks in its Supply Chain.
Environment or Climate
Shareholder (E&S) Against AGAINST
7 funds
FOR
6 funds
WELLS FARGO & CO. April 30, 2024 Shareholder Proposal - Annual Climate Lobbying Congruency Report.
Environment or Climate
Shareholder (E&S) Against AGAINST
12 funds
FOR
12 funds
WELLS FARGO & CO. April 30, 2024 Shareholder Proposal - Third-Party Assessment of Respect for Freedom of Association and Collective Bargaining.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against AGAINST
12 funds
FOR
12 funds
WELLS FARGO & CO. April 30, 2024 Shareholder Proposal - Transparency in Lobbying Annual Report.
Other Social Issues
Shareholder (E&S) Against AGAINST
12 funds
FOR
12 funds
WESTLAKE CORP. May 9, 2024 A stockholder proposal regarding the preparation of a report on reducing plastic pollution of the oceans.
Environment or Climate
Shareholder (E&S) Not determined AGAINST
12 funds
FOR
8 funds

Page 1 of 1

← 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.