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Charles Schwab vs TIAA: how alike they voted, 2024-2025

91.5% When both took a single position, they voted the same way on 91.5% of 15,644 items (14,320 the same, 1,324 different). 1 items where at least one of them split its funds are listed separately below. Both voted on 15,645 items in all.

Charles Schwab 2024-2025 · TIAA 2024-2025 · 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	15,645	14,320	1,324	1	91.5%	91.5%
Board proposals	14,638	13,458	1,179	1	91.9%	91.9%
E&S shareholder proposals	234	172	62	0	73.5%	73.5%
Other items	773	690	83	0	89.3%	89.3%

Where they did not vote alike

Everything Voted differently Split votes

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

1 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
UNITEDHEALTH GROUP INC.	June 2, 2025	Advisory approval of the Company's executive compensation. Say-on-Pay	Board	For	FOR 19 funds	Split 15 FOR, 3 AGAINST

← All 20 managers, 2024-2025

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