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Charles Schwab 2023-2024: where it broke with the board

Two kinds of vote are listed: a board-sponsored proposal Charles Schwab voted AGAINST or withheld on, and a shareholder proposal it voted FOR. One row is one proposal at one meeting; “funds” is how many of the manager’s funds or accounts voted that way.

Everything Only shareholder proposals it backed

37 proposals. Every shareholder proposal Charles Schwab backed in 2023-2024 is listed here.

Charles Schwab, 2023-2024 proxy season. Who put a proposal on the ballot is taken from its N-PX category; see the method note on the overview page.
CompanyMeetingProposalCategory On the ballot fromCharles Schwab votedFunds
CAESARS ENTERTAINMENT INC. 2024-06-11 Shareholder Proposal: A Shareholder Proposal Regarding Adoption Of A Smokefree Policy For Caesars Entertainment Properties. Other Social Issues Shareholder FOR 15
ALPHABET INC. 2024-06-07 Stockholder proposal regarding a human rights assessment of AI-driven targeted ad policies Human Rights or Human Capital/workforce Shareholder FOR 14
ALPHABET INC. 2024-06-07 Stockholder proposal regarding a report on generative AI misinformation and disinformation risks Other Social Issues Shareholder FOR 14
ALPHABET INC. 2024-06-07 Stockholder proposal regarding a report on online safety for children Human Rights or Human Capital/workforce Shareholder FOR 14
AMAZON.COM INC. 2024-05-22 Shareholder Proposal Requesting A Report On Customer Use Of Certain Technologies Human Rights or Human Capital/workforce Shareholder FOR 14
AMAZON.COM INC. 2024-05-22 Shareholder Proposal Requesting A Report On Packaging Materials Environment or Climate Shareholder FOR 14
AMAZON.COM INC. 2024-05-22 Shareholder Proposal Requesting A Report On Warehouse Working Conditions Human Rights or Human Capital/workforce Shareholder FOR 14
AMAZON.COM INC. 2024-05-22 Shareholder Proposal Requesting Additional Reporting On Freedom Of Association Human Rights or Human Capital/workforce Shareholder FOR 14
DICK'S SPORTING GOODS INC. 2024-06-12 Stockholder proposal requesting that the Board adopt a policy requiring the Company to publicly disclose its EEO-1 report. Diversity, Equity, and Inclusion Shareholder FOR 14
META PLATFORMS INC. 2024-05-29 A shareholder proposal regarding human rights impact assessment on AI systems driving targeted advertising. Human Rights or Human Capital/workforce Shareholder FOR 14
META PLATFORMS INC. 2024-05-29 A shareholder proposal regarding report on child safety impacts and actual harm reduction to children. Human Rights or Human Capital/workforce Shareholder FOR 14
META PLATFORMS INC. 2024-05-29 A shareholder proposal regarding report on generative AI misinformation and disinformation risks. Other Social Issues Shareholder FOR 14
TESLA INC. 2024-06-13 A stockholder proposal regarding annual reporting on anti-harassment and discrimination efforts, if properly presented. Diversity, Equity, and Inclusion Shareholder FOR 14
TYSON FOODS INC. 2024-02-08 Shareholder proposal regarding Tyson Foods labor practices. Human Rights or Human Capital/workforce Shareholder FOR 14
AIRBNB INC. 2024-06-05 Stockholder proposal regarding political disclosure, if properly presented at the Annual Meeting. Other Social Issues Shareholder FOR 13
BERKSHIRE HATHAWAY INC. 2024-05-04 Shareholder proposal regarding how the Company intends to measure, disclose and reduce GHG emissions associated with its underwriting, insuring and investing activities. Environment or Climate Shareholder FOR 13
BERKSHIRE HATHAWAY INC. 2024-05-04 Shareholder proposal regarding the reporting on the effectiveness of the Corporation s diversity, equity and inclusion efforts. Diversity, Equity, and Inclusion Shareholder FOR 13
GOLDMAN SACHS GROUP INC. 2024-04-24 Shareholder Proposal Regarding a Transparency In Lobbying Report Other Social Issues Shareholder FOR 13
KINDER MORGAN INC. 2024-05-08 Stockholder proposal relating to establishing a greenhouse gas emission reduction target Environment or Climate Shareholder FOR 13
LENNAR CORP. 2024-04-10 Vote on a stockholder proposal requesting a report disclosing the Company's political spending and related policies and procedures. Other Social Issues Shareholder FOR 13
CHARTER COMMUNICATIONS INC. 2024-04-23 Stockholder proposal regarding lobbying activities. Other Social Issues Shareholder FOR 12
CHARTER COMMUNICATIONS INC. 2024-04-23 Stockholder proposal regarding political expenditures report. Other Social Issues Shareholder FOR 12
CHIPOTLE MEXICAN GRILL INC. 2024-06-06 Shareholder Proposal - Requesting an audit of safety practices. Human Rights or Human Capital/workforce Shareholder FOR 12
AUTONATION INC. 2024-04-24 Adoption of stockholder proposal regarding political contributions. Other Social Issues Shareholder FOR 11
BOYD GAMING CORP. 2024-05-09 Advisory vote on the stockholder proposal regarding the commissioning of a report on the effects of a company-wide non-smoking policy. Other Social Issues Shareholder FOR 11
WINGSTOP INC. 2024-05-23 Vote on a stockholder proposal regarding greenhouse gas emissions reporting and goals, if properly presented at the Annual Meeting of Stockholders. Environment or Climate Shareholder FOR 11
DRAFTKINGS INC. 2024-05-13 To consider a shareholder proposal regarding disclosure of certain political contributions. Other Social Issues Shareholder FOR 9
STRIDE INC. 2023-12-07 Approval of the stockholder proposal regarding a report on lobbying. Other Social Issues Shareholder FOR 8
JACK IN THE BOX INC. 2024-03-01 Shareholder Proposal Regarding Greenhouse Gas ("GHG") Emissions Disclosures. Environment or Climate Shareholder FOR 7
SMITH & WESSON BRANDS INC. 2023-09-19 A stockholder proposal (human rights impact assessment). Human Rights or Human Capital/workforce Shareholder FOR 7
PREFORMED LINE PRODUCTS CO. 2024-05-07 To vote on shareholder proposal requesting that the Board of Directors prepare a report by January 2025, at reasonable expense and omitting proprietary information, on steps the Company is taking to enhance board diversity. Diversity, Equity, and Inclusion Shareholder FOR 5
BALLY'S CORP. 2024-05-16 A Shareholder Proposal Regarding A Report On The Adoption Of A Smokefree Policy. Other Social Issues Shareholder FOR 4
IMPERIAL OIL LTD. 2024-04-30 Shareholder Proposal Regarding Audited Report on Asset Retirement Obligations Environment or Climate Shareholder FOR 4
MESA LABORATORIES INC. 2023-08-25 To approve the shareholder proposal to measure and annually present scope 1 through 3 greenhouse gas emissions. Environment or Climate Shareholder FOR 4
BARRICK GOLD CORP. 2024-04-30 Shareholder Proposal Regarding Third-Party Audit of Water Impacts Environment or Climate Shareholder FOR 2
POWER CORPORATION OF CANADA 2024-05-09 Shareholder Proposal Regarding Disclosure of Financed Emissions Environment or Climate Shareholder FOR 2
RESTAURANT BRANDS INTERNATIONAL INC. 2024-06-06 Shareholder Proposal Regarding Report on Supply Chain Water Risk Exposure Environment or Climate Shareholder FOR 2

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Built 2026-10-04 from SEC Form N-PX filings.