Home › Asset managers › Compare 2024-2025 › State Street vs Charles Schwab

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 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
DIGITAL REALTY TRUST INC.	June 6, 2025	A stockholder proposal regarding human right to water, if properly presented. Human Rights or Human Capital/workforce	Shareholder (E&S)	Against	Split 1 FOR, 23 AGAINST	AGAINST 16 funds

← 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.