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

90.6% When both took a single position, they voted the same way on 90.6% of 10,972 items (9,940 the same, 1,032 different). 96 items where at least one of them split its funds are listed separately below. Both voted on 11,068 items in all.

State Street 2023-2024 · Charles Schwab 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	Split (not in %)	Same position	Fund-level
All ballot items	11,068	9,940	1,032	96	90.6%	90.1%
Board proposals	10,001	9,143	789	69	92.1%	91.7%
E&S shareholder proposals	302	251	42	9	85.7%	84.8%
Other items	765	546	201	18	73.1%	72.3%

Where they did not vote alike

Everything Voted differently Split votes

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

201 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
ZOETIS INC.	May 22, 2024	Shareholder proposal regarding an improvement to our director resignation policy. Corporate Governance	Other	Against	AGAINST 24 funds	FOR 16 funds

← All 20 managers, 2023-2024

How items are matched and positions counted: see the comparison table and the methodology. Built October 18, 2026 from SEC Form N-PX filings.