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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

6,037 proposals. The board-sponsored half of this list keeps the 6,000 proposals with the most funds behind them; the rest are in the interactive database. Every shareholder proposal it backed is listed in full.

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
OSI SYSTEMS INC. 2023-12-12 Election of Director: Meyer Luskin Director Elections Board AGAINST 8
PACTIV EVERGREEN INC. 2024-06-05 Approve the proposed amendment and restatement of our Equity Incentive Plan. Compensation Board AGAINST 8
PACWEST BANCORP 2023-11-22 Approval of, on a non-binding, advisory basis, the compensation that PACW s named executive officers may receive in connection with the mergers pursuant to agreements or arrangements with PACW. Say-on-Pay Board AGAINST 8
PAR PACIFIC HOLDINGS INC. 2024-04-30 Elect Melvyn N. Klein Director Elections Board ABSTAIN 8
PATRICK INDUSTRIES INC. 2024-05-16 Elect Joseph M. Cerulli Director Elections Board ABSTAIN 8
PEGASYSTEMS INC. 2024-06-18 Election of Director for a term of one year: Larry Weber Director Elections Board AGAINST 8
PELOTON INTERACTIVE INC. 2023-12-07 Approval of an amendment to the Peloton Interactive, Inc. 2019 Equity Incentive Plan. Compensation Board AGAINST 8
PELOTON INTERACTIVE INC. 2023-12-07 Elect Angel Mendez Director Elections Board ABSTAIN 8
PELOTON INTERACTIVE INC. 2023-12-07 Elect Pamela A. Thomas-Graham Director Elections Board ABSTAIN 8
PENN ENTERTAINMENT INC. 2024-06-04 Elect Anuj Dhanda Director Elections Board ABSTAIN 8
PERIMETER SOLUTIONS SA 2024-05-23 To approve, on an advisory basis, the compensation of our named executive officers ("Say on Pay"). Say-on-Pay Board AGAINST 8
PHOTRONICS INC. 2024-03-27 Elect Mitchell G. Tyson Director Elections Board ABSTAIN 8
QURATE RETAIL INC. 2024-06-10 The say-on-pay, to approve, on an advisory basis, the compensation of our named executive officers Say-on-Pay Board AGAINST 8
RED ROCK RESORTS INC. 2024-05-30 Company Proposal: Proposal 2 - Advisory vote to approve the compensation of our named executive officers. Say-on-Pay Board AGAINST 8
RINGCENTRAL INC. 2023-12-29 Elect Allan Thygesen Director Elections Board ABSTAIN 8
RINGCENTRAL INC. 2023-12-29 Elect Kenneth A. Goldman Director Elections Board ABSTAIN 8
RINGCENTRAL INC. 2023-12-29 Elect Robert Theis Director Elections Board ABSTAIN 8
ROBLOX CORP. 2024-05-30 Elect Anthony P. Lee Director Elections Board ABSTAIN 8
S&T BANCORP INC. 2024-05-14 Elect Frank J. Palermo, Jr. Director Elections Board ABSTAIN 8
SANMINA CORP. 2024-03-11 Election of Director: David V. Hedley III Director Elections Board AGAINST 8
SANMINA CORP. 2024-03-11 Election of Director: Joseph G. Licata, Jr. Director Elections Board AGAINST 8
SANMINA CORP. 2024-03-11 Election of Director: Susan A. Johnson Director Elections Board AGAINST 8
SCHNEIDER NATIONAL INC. 2024-04-29 Elect John A.C. Swainson Director Elections Board ABSTAIN 8
SELECT MEDICAL HOLDINGS CORP. 2024-04-25 Non-binding advisory vote on the compensation of our Named Executive Officers. Say-on-Pay Board AGAINST 8
SINCLAIR INC. 2024-06-11 Approval, by non-binding advisory vote, on our executive compensation. Say-on-Pay Board AGAINST 8
SKYLINE CHAMPION CORP. 2023-07-27 Election of Director to serve until the next annual meeting: Keith Anderson Director Elections Board ABSTAIN 8
SP PLUS CORP. 2024-02-09 To approve, on a non-binding, advisory basis, the compensation that will or may become payable by SP+ to its named executive officers in connection with the merger of Merger Sub with and into SP+ pursuant to the Merger Agreement. Say-on-Pay Board AGAINST 8
SPHERE ENTERTAINMENT CO. 2023-12-08 Approval of the Company s 2020 Employee Stock Plan, as amended. Compensation Board AGAINST 8
SPHERE ENTERTAINMENT CO. 2023-12-08 Elect John L. Sykes Director Elections Board ABSTAIN 8
SPHERE ENTERTAINMENT CO. 2023-12-08 Elect Joseph J. Lhota Director Elections Board ABSTAIN 8
STEPSTONE GROUP INC. 2023-09-13 Election of Class III Director to serve for a one-year term: Scott W. Hart Director Elections Board ABSTAIN 8
STEPSTONE GROUP INC. 2023-09-13 To ratify the appointment of Ernst & Young LLP as the Company s independent registered public accounting firm for the fiscal year ending March 31, 2024. Audit-related Board AGAINST 8
STRIDE INC. 2023-12-07 Approval of the stockholder proposal regarding a report on lobbying. Other Social Issues Shareholder FOR 8
TELEPHONE & DATA SYSTEMS INC. 2024-05-22 Advisory Vote To Approve Executive Compensation. Say-on-Pay Board AGAINST 8
TRIPADVISOR INC. 2024-06-11 Elect Gregory B. Maffei Director Elections Board ABSTAIN 8
TRIPADVISOR INC. 2024-06-11 Elect Jane SUN Jie Director Elections Board ABSTAIN 8
TRIPADVISOR INC. 2024-06-11 Elect Jeremy Philips Director Elections Board ABSTAIN 8
TRIPADVISOR INC. 2024-06-11 Elect Robert S. Wiesenthal Director Elections Board ABSTAIN 8
TRUSTMARK CORP. 2024-04-23 Election of Director: Richard H. Puckett Director Elections Board AGAINST 8
TUTOR PERINI CORP. 2024-05-22 Approve The Compensation Of The Company's Named Executive Officers On An Advisory (Non-Binding) Basis. Say-on-Pay Board AGAINST 8
VIR BIOTECHNOLOGY INC. 2024-05-29 To approve, on an advisory basis, the compensation of the Company's named executive officers. Say-on-Pay Board AGAINST 8
VISTA OUTDOOR INC. 2023-07-25 Election of Director: Gerard Gibbons Director Elections Board AGAINST 8
VISTA OUTDOOR INC. 2023-07-25 Election of Director: Mark A. Gottfredson Director Elections Board AGAINST 8
VISTA OUTDOOR INC. 2023-07-25 Election of Director: Michael Callahan Director Elections Board AGAINST 8
VSE CORP. 2024-05-21 Approval, on a non-binding advisory basis, of VSE s named executive officer compensation. Say-on-Pay Board AGAINST 8
XEROX HOLDINGS CORP. 2024-05-22 Director Withdrawn Director Elections Board ABSTAIN 8
XEROX HOLDINGS CORP. 2024-05-22 Election Of Director: Amy Schwetz Director Elections Board AGAINST 8
1-800-FLOWERS.COM INC. 2023-12-14 Elect Leonard J. Elmore Director Elections Board ABSTAIN 7
A-MARK PRECIOUS METALS INC. 2023-11-15 Elect Jess M. Ravich Director Elections Board ABSTAIN 7
ACUSHNET HOLDINGS CORP. 2024-06-03 Elect Keun Chang Yoon Director Elections Board ABSTAIN 7
ADTRAN HOLDINGS INC. 2024-05-08 Election of Directors: Balan Nair Director Elections Board AGAINST 7
ADTRAN HOLDINGS INC. 2024-05-08 Election of Directors: Gregory J. McCray Director Elections Board AGAINST 7
ADTRAN HOLDINGS INC. 2024-05-08 Election of Directors: H. Fenwick Huss Director Elections Board AGAINST 7
ADTRAN HOLDINGS INC. 2024-05-08 Election of Directors: Jacqueline H. Rice Director Elections Board AGAINST 7
ADTRAN HOLDINGS INC. 2024-05-08 Election of Directors: Nikos Theodosopoulos Director Elections Board AGAINST 7
AIR TRANSPORT SERVICES GROUP INC. 2024-05-22 Election Of Director: Paul S. Williams Director Elections Board AGAINST 7
AMC ENTERTAINMENT HOLDINGS INC. 2024-06-05 Say on Pay - An advisory vote to approve the compensation of named executive officers. Say-on-Pay Board AGAINST 7
AMC NETWORKS INC. 2024-06-12 Elect Leonard Tow Director Elections Board ABSTAIN 7
ARBOR REALTY TRUST INC. 2024-05-22 Election Of Director: Elliot Schwartz Director Elections Board AGAINST 7
ARBOR REALTY TRUST INC. 2024-05-22 Election Of Director: William C. Green Director Elections Board AGAINST 7
ARKO CORP. 2024-06-06 Elect Laura Shapira Karet Director Elections Board ABSTAIN 7
ARKO CORP. 2024-06-06 Elect Michael J. Gade Director Elections Board ABSTAIN 7
ARMADA HOFFLER PROPERTIES INC. 2024-06-12 Election of Director: George F. Allen Director Elections Board AGAINST 7
ASTRANA HEALTH INC. 2024-06-12 Elect David G. Schmidt Director Elections Board ABSTAIN 7
ASTRANA HEALTH INC. 2024-06-12 Elect J. Lorraine Estradas Director Elections Board ABSTAIN 7
ASTRANA HEALTH INC. 2024-06-12 Elect John Chiang Director Elections Board ABSTAIN 7
ASTRANA HEALTH INC. 2024-06-12 Elect Matthew Mazdyasni Director Elections Board ABSTAIN 7
ASTRAZENECA PLC 2024-04-11 Amendment to Performance Share Plan Compensation Board AGAINST 7
ASTRAZENECA PLC 2024-04-11 Remuneration Policy Compensation Board AGAINST 7
ATLASSIAN CORP. 2023-12-06 Election of Directors: Richard P. Wong Director Elections Board AGAINST 7
BANCORP INC. 2024-05-29 Approval of The Bancorp, Inc. 2024 Equity Incentive Plan. Compensation Board AGAINST 7
BOOT BARN HOLDINGS INC. 2023-08-30 Election of Director: Brad Weston Director Elections Board ABSTAIN 7
BRIGHTSPHERE INVESTMENT GROUP INC. 2024-06-06 Election of Director: Andrew Kim Director Elections Board AGAINST 7
BRIGHTSPHERE INVESTMENT GROUP INC. 2024-06-06 Election of Director: John Paulson Director Elections Board AGAINST 7
BROWN-FORMAN CORP. 2023-07-27 Election of Director: Michael A. Todman Director Elections Board AGAINST 7
CAMPING WORLD HOLDINGS INC. 2024-05-14 Elect Andris A. Baltins Director Elections Board ABSTAIN 7
CAPITOL FEDERAL FINANCIAL INC. 2024-01-23 Election of Directors: (for three-year terms) Carlton A. Ricketts Director Elections Board AGAINST 7
CAPITOL FEDERAL FINANCIAL INC. 2024-01-23 Election of Directors: (for three-year terms) Morris J. Huey, II Director Elections Board AGAINST 7
CARGURUS INC. 2024-06-05 Elect Greg Schwartz Director Elections Board ABSTAIN 7
CAVA GROUP INC. 2024-06-20 Approval of an amendment and restatement of the CAVA Group, Inc. 2023 Equity Incentive Plan. Compensation Board AGAINST 7
CAVA GROUP INC. 2024-06-20 Election of Class I Director: David Bosserman Director Elections Board ABSTAIN 7
CAVA GROUP INC. 2024-06-20 Election of Class I Director: Lauri Shanahan Director Elections Board ABSTAIN 7
CAVA GROUP INC. 2024-06-20 Election of Class I Director: Philippe Amouyal Director Elections Board ABSTAIN 7
CBIZ INC. 2024-05-09 Election of Directors: A. Haag Sherman Director Elections Board AGAINST 7
CENTRAL GARDEN & PET CO. 2024-02-13 Elect Christopher T. Metz Director Elections Board ABSTAIN 7
CENTRAL GARDEN & PET CO. 2024-02-13 Elect Michael J. Griffith Director Elections Board ABSTAIN 7
CHEGG INC. 2024-06-05 Election of three Class II directors: Paul LeBlanc Director Elections Board AGAINST 7
CNX RESOURCES CORP. 2024-05-02 Election of Seven Director Nominees: Maureen E. Lally-Green Director Elections Board AGAINST 7
COMPASS MINERALS INTERNATIONAL INC. 2024-03-05 Elect eight director nominees, each for a one-year term. Vance O. Holtzman Director Elections Board AGAINST 7
COMSTOCK RESOURCES INC. 2024-06-11 Elect Morris E. Foster Director Elections Board ABSTAIN 7
CONSOLIDATED COMMUNICATIONS HOLDINGS INC. 2024-05-31 Elect David G. Fuller Director Elections Board ABSTAIN 7
CONSTRUCTION PARTNERS INC. 2024-03-20 Proposal to approve the adoption of the Construction Partners, Inc. 2024 Restricted Stock Plan. Compensation Board AGAINST 7
CORECIVIC INC. 2024-05-16 Election Of Director: Devin I. Murphy Director Elections Board AGAINST 7
DANA INC. 2024-04-24 Elect R. Bruce McDonald Director Elections Board ABSTAIN 7
DELL TECHNOLOGIES INC. 2024-06-27 Elect Ellen J. Kullman Director Elections Board ABSTAIN 7
DENNY'S CORP. 2024-05-15 Election Of Director: Laysha Ward Director Elections Board AGAINST 7
DESIGNER BRANDS INC. 2024-06-20 Approval of an amendment and restatement of the Designer Brands Inc. 2014 Long-Term Incentive Plan. Compensation Board AGAINST 7
DOUGLAS ELLIMAN INC. 2023-07-27 Advisory vote on executive compensation (the say-on-pay vote). Say-on-Pay Board AGAINST 7
DUOLINGO INC. 2024-06-12 Elect Sara Clemens Director Elections Board ABSTAIN 7
DXP ENTERPRISES INC. 2024-06-14 Elect Karen Hoffman Director Elections Board ABSTAIN 7

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