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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 items	Same	Differ	Split (not in %)	Same position	Fund-level
All ballot items	14,243	13,080	1,065	98	92.5%	92.1%
Board proposals	13,313	12,412	829	72	93.7%	93.4%
E&S shareholder proposals	144	131	10	3	92.9%	93.0%
Other items	786	537	226	23	70.4%	69.9%

Where they did not vote alike

Everything Voted differently Split votes

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

901 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
nCino, Inc.	June 18, 2026	Election of Four Directors: William Spruill Director Elections	Board	For	Split 6 FOR, 2 AGAINST	FOR 5 funds

← All 20 managers, 2025-2026

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