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

92.5% When both took a single position, they voted the same way on 92.5% of 16,071 items (14,871 the same, 1,200 different). 87 items where at least one of them split its funds are listed separately below. Both voted on 16,158 items in all.

State Street 2024-2025 · Charles Schwab 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	16,158	14,871	1,200	87	92.5%	92.3%
Board proposals	15,115	14,035	1,007	73	93.3%	93.1%
E&S shareholder proposals	234	217	16	1	93.1%	93.1%
Other items	809	619	177	13	77.8%	77.6%

Where they did not vote alike

Everything Voted differently Split votes

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

1,007 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
XOMA ROYALTY CORP.	May 28, 2025	Approval of the Amended and Restated 2010 Long Term Incentive and Stock Award Plan. Compensation	Board	For	AGAINST 3 funds	FOR 2 funds
ZENTALIS PHARMACEUTICALS INC.	June 17, 2025	To approve, on an advisory (non-binding) basis, the compensation of our named executive officers. Say-on-Pay	Board	For	FOR 5 funds	AGAINST 5 funds
ZIMMER BIO	May 29, 2025	Election of Directors: Syed Jafry Director Elections	Board	Not determined	AGAINST 22 funds	FOR 15 funds
ZIMVIE INC.	May 7, 2025	Approve, on a non-binding advisory basis, named executive officer compensation ("Say on Pay"). Say-on-Pay	Board	For	FOR 8 funds	AGAINST 10 funds
ZOOM COMMUNICATIONS INC.	June 12, 2025	Approve, on an advisory non-binding basis, the compensation of our named executive officers as disclosed in our proxy statement. Say-on-Pay	Board	For	FOR 21 funds	AGAINST 14 funds
ZSCALER INC.	January 10, 2025	To approve on a non-binding, advisory basis, the compensation of our named executive officers. Say-on-Pay	Board	For	FOR 19 funds	AGAINST 9 funds
ZURN ELKAY	May 1, 2025	Advisory vote to approve the compensation of Zurn Elkay's named executive officers, as disclosed in "Compensation Discussion and Analysis" and "Executive Compensation" in the Proxy Statement. Say-on-Pay	Board	Not determined	FOR 11 funds	AGAINST 13 funds

← All 20 managers, 2024-2025

How items are matched and positions counted: see the comparison table and the methodology. Built November 1, 2026 from SEC Form N-PX filings.