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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

9 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
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	Split 1 FOR, 27 AGAINST	AGAINST 15 funds
APPLIED MATERIALS INC.	March 7, 2024	Shareholder proposal requesting that Applied Materials prepare a report disclosing Applied Materials' policy and procedures governing lobbying and payments by Applied Materials used for lobbying. Other Social Issues	Shareholder (E&S)	Against	Split 13 AGAINST, 14 ABSTAIN	AGAINST 13 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	Split 13 AGAINST, 14 ABSTAIN	AGAINST 13 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	Split 1 FOR, 3 ABSTAIN	AGAINST 7 funds
JACK IN THE BOX INC.	March 1, 2024	Shareholder Proposal Regarding Greenhouse Gas ("GHG") Emissions Disclosures. Environment or Climate	Shareholder (E&S)	Against	Split 2 FOR, 6 ABSTAIN	FOR 7 funds
MESA LABORATORIES INC.	August 25, 2023	To approve the shareholder proposal to measure and annually present scope 1 through 3 greenhouse gas emissions. Environment or Climate	Shareholder (E&S)	Against	Split 2 FOR, 7 AGAINST	FOR 4 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	Split 23 AGAINST, 1 ABSTAIN	AGAINST 14 funds
NIKE INC.	September 12, 2023	To consider a shareholder proposal regarding a Supply Chain Management Report, if properly presented at the meeting. Human Rights or Human Capital/workforce	Shareholder (E&S)	Against	Split 23 AGAINST, 1 ABSTAIN	AGAINST 14 funds
WINGSTOP INC.	May 23, 2024	Vote on a stockholder proposal regarding greenhouse gas emissions reporting and goals, if properly presented at the Annual Meeting of Stockholders; and Environment or Climate	Shareholder (E&S)	Against	Split 9 FOR, 2 AGAINST	FOR 11 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.