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State Street vs Charles Schwab: how alike they voted, 2025-2026

92.5% When both took a single position, they voted the same way on 92.5% of 14,145 items (13,080 the same, 1,065 different). 98 items where at least one of them split its funds are listed separately below. Both voted on 14,243 items in all.

State Street 2025-2026 · Charles Schwab 2025-2026 · 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 itemsSame DifferSplit (not in %)Same position Fund-level
All ballot items 14,24313,0801,065 9892.5%92.1%
Board proposals 13,31312,412829 7293.7%93.4%
E&S shareholder proposals 14413110 392.9%93.0%
Other items 786537226 2370.4%69.9%

Where they did not vote alike

Everything Voted differently Split votes

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

3 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.

CompanyMeetingProposalOn the ballot from Board recommendedState StreetCharles Schwab
DIGITAL REALTY TRUST, INC. May 29, 2026 A stockholder proposal regarding enhanced water risk disclosure, if properly presented.
Environment or Climate
Shareholder (E&S) Against Split
1 FOR, 23 AGAINST
AGAINST
16 funds
MICROSOFT CORPORATION December 5, 2025 Report on Data Operations in Human Rights Hotspots
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
1 FOR, 34 AGAINST
AGAINST
15 funds
MICROSOFT CORPORATION December 5, 2025 Report on Human Rights Due Diligence
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
1 FOR, 34 AGAINST
AGAINST
15 funds

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← All 20 managers, 2025-2026

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