Home › Asset managers › Compare 2023-2024 › Charles Schwab vs Brighthouse
Note on Brighthouse: its funds did not all vote the same way on 11.4% of the 112,275 ballot items it voted. Those items are not in the percentage above; the ones it shares with this pair are listed under “Split votes”.
Charles Schwab 2023-2024 · Brighthouse 2023-2024 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 24,868 | 8,260 | 5,597 | 11,011 | 59.6% | 57.1% |
| Board proposals | 22,412 | 7,241 | 5,244 | 9,927 | 58.0% | 56.8% |
| E&S shareholder proposals | 410 | 18 | 25 | 367 | 41.9% | 30.9% |
| Other items | 2,046 | 1,001 | 328 | 717 | 75.3% | 66.1% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
16,608 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 | Charles Schwab | Brighthouse |
|---|---|---|---|---|---|---|
| ALTRIA GROUP INC. | May 16, 2024 | Shareholder Proposal - Report Assessing The Benefits To Altria Of Extended Producer Responsibility Laws For Spent Tobacco Filters For Tobacco Companies Operating In The U.S. Market. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 14 funds |
ABSTAIN 3 funds |
| BANK OF MONTREAL | April 16, 2024 | Shareholder Proposal Regarding Say on Climate Environment or Climate |
Shareholder (E&S) | Against | AGAINST 2 funds |
FOR 1 fund |
| BANK OF NOVA SCOTIA | April 9, 2024 | Shareholder Proposal Regarding Say on Climate Environment or Climate |
Shareholder (E&S) | Against | AGAINST 3 funds |
FOR 1 fund |
| COTY INC. | November 2, 2023 | Stockholder proposal regarding a report on plastic packaging reduction. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 11 funds |
ABSTAIN 1 fund |
| DRAFTKINGS INC. | May 13, 2024 | To consider a shareholder proposal regarding disclosure of certain political contributions. Other Social Issues |
Shareholder (E&S) | Against | FOR 9 funds |
ABSTAIN 3 funds |
| ENBRIDGE INC. | May 8, 2024 | Shareholder Proposal Regarding Disclosure of All Material Scope 3 Emissions Environment or Climate |
Shareholder (E&S) | Against | AGAINST 2 funds |
FOR 1 fund |
| FIRSTENERGY CORP. | May 22, 2024 | Report On Financial Statement Assumptions And Climate Change. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 13 funds |
ABSTAIN 2 funds |
| GRANITE CONSTRUCTION INC. | June 5, 2024 | Shareholder proposal regarding a report on the I-80 South Quarry Project. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 7 funds |
ABSTAIN 1 fund |
| HERSHEY CO. | May 6, 2024 | Stockholder Proposal titled Public Report on Living Wage & Income. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 13 funds |
ABSTAIN 6 funds |
| HERSHEY CO. | May 6, 2024 | Stockholder Proposal titled Public Report on Packaging Reuse & Recycling. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 13 funds |
ABSTAIN 6 funds |
| ITT INC. | May 15, 2024 | A Shareholder Proposal Regarding Political Spending. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 12 funds |
ABSTAIN 3 funds |
| MAXIMUS INC. | March 12, 2024 | Shareholder proposal regarding the commission of a third party assessment on the Company s commitment to freedom of association and collective bargaining rights. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 10 funds |
ABSTAIN 2 funds |
| METLIFE INC. | June 18, 2024 | Shareholder proposal requesting a third-party racial equity audit. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 12 funds |
ABSTAIN 3 funds |
| QUEST DIAGNOSTICS INC. | May 16, 2024 | Stockholder Proposal Regarding Managing Climate Risk Through Science-Based Targets And Transition Planning. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 13 funds |
ABSTAIN 3 funds |
| ROYAL BANK OF CANADA | April 11, 2024 | Shareholder Proposal Regarding Reporting Circular Economy Loans Environment or Climate |
Shareholder (E&S) | Against | AGAINST 2 funds |
FOR 1 fund |
| ROYAL BANK OF CANADA | April 11, 2024 | Shareholder Proposal Regarding Say on Climate Environment or Climate |
Shareholder (E&S) | Against | AGAINST 2 funds |
FOR 1 fund |
| SPIRIT AEROSYSTEMS HOLDINGS INC. | April 24, 2024 | The Stockholder Proposal titled "Transparency in Political Spending". Other Social Issues |
Shareholder (E&S) | Against | AGAINST 9 funds |
ABSTAIN 1 fund |
| STRIDE INC. | December 7, 2023 | Approval of the stockholder proposal regarding a report on lobbying. Other Social Issues |
Shareholder (E&S) | Against | FOR 8 funds |
ABSTAIN 1 fund |
| TC ENERGY CORP. | June 4, 2024 | Shareholder Proposal Regarding Independent Assessment of Damages from Failure to Obtain FPIC Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 2 funds |
FOR 1 fund |
| TORONTO-DOMINION BANK | April 18, 2024 | Shareholder Proposal Regarding Disclosure of Transition Activities for Financing Environment or Climate |
Shareholder (E&S) | Against | AGAINST 3 funds |
FOR 1 fund |
| TORONTO-DOMINION BANK | April 18, 2024 | Shareholder Proposal Regarding Say on Climate Environment or Climate |
Shareholder (E&S) | Against | AGAINST 3 funds |
FOR 1 fund |
| TRIPADVISOR INC. | June 11, 2024 | To vote, on the Stockholder Proposal, requesting a report on implementation of the Global Human Rights Policy. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 8 funds |
ABSTAIN 1 fund |
| TYSON FOODS INC. | February 8, 2024 | Shareholder proposal regarding Tyson Foods labor practices. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | FOR 14 funds |
ABSTAIN 4 funds |
| WARRIOR MET COAL INC. | April 25, 2024 | Shareholder Proposal: To adopt a resolution urging the Board of Directors to commission and oversee an assessment of the Company s respect for the internationally recognized human rights of freedom of association and collective bargaining. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Contested | AGAINST 7 funds |
ABSTAIN 1 fund |
| WEIS MARKETS INC. | May 2, 2024 | Shareholder proposal requesting a report on how the Company is addressing climate-change related risks in its Supply Chain. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 7 funds |
FOR 1 fund |
| 10X GENOMICS INC. | June 11, 2024 | A vote to approve an amendment to our amended and restated bylaws such that the bylaws may be amended by our board of directors without requiring stockholder approval; Corporate Governance |
Other | For | FOR 8 funds |
AGAINST 4 funds |
| A2A S.P.A | April 24, 2024 | Accounts and Reports Corporate Governance |
Other | For | FOR 5 funds |
ABSTAIN 1 fund |
| ACS ACTIVIDADES DE CONSTRUCCION Y SERVICIOS SA | May 9, 2024 | Accounts and Reports Corporate Governance |
Other | For | FOR 5 funds |
ABSTAIN 1 fund |
| ACS ACTIVIDADES DE CONSTRUCCION Y SERVICIOS SA | May 9, 2024 | Amendments to Article 12 (Board Competencies) Corporate Governance |
Other | For | FOR 5 funds |
ABSTAIN 1 fund |
| ACS ACTIVIDADES DE CONSTRUCCION Y SERVICIOS SA | May 9, 2024 | Amendments to Article 7 of the General Meeting Regulations (Shareholders' Meeting Competencies) Corporate Governance |
Other | For | FOR 5 funds |
ABSTAIN 1 fund |
| ACS ACTIVIDADES DE CONSTRUCCION Y SERVICIOS SA | May 9, 2024 | Authorisation of Legal Formalities Corporate Governance |
Other | For | FOR 5 funds |
ABSTAIN 1 fund |
| ACS ACTIVIDADES DE CONSTRUCCION Y SERVICIOS SA | May 9, 2024 | Board Size Corporate Governance |
Other | For | FOR 5 funds |
ABSTAIN 1 fund |
| ACS ACTIVIDADES DE CONSTRUCCION Y SERVICIOS SA | May 9, 2024 | Ratification of Board Acts Corporate Governance |
Other | For | FOR 5 funds |
ABSTAIN 1 fund |
| ACS ACTIVIDADES DE CONSTRUCCION Y SERVICIOS SA | May 9, 2024 | Report on Non-Financial Information Corporate Governance |
Other | For | FOR 5 funds |
ABSTAIN 1 fund |
| ADTALEM GLOBAL EDUCATION INC. | November 8, 2023 | Amend the Company s Restated Certificate of Incorporation to reflect new Delaware law provisions regarding officer exculpation. Corporate Governance |
Other | For | FOR 8 funds |
ABSTAIN 1 fund |
| AEROVIRONMENT INC. | September 29, 2023 | Advisory vote on stockholder proposal seeking declassification of the Board of Directors. Shareholder Rights and Defenses |
Other | Against | FOR 5 funds |
ABSTAIN 1 fund |
| ALTIMMUNE INC. | September 28, 2023 | Approve the authorization to adjourn the Annual Meeting, if necessary or appropriate, to solicit additional proxies in favor of the foregoing proposals if there are not sufficient votes to approve the proposals. Corporate Governance |
Other | For | AGAINST 2 funds |
FOR 1 fund |
| AMC ENTERTAINMENT HOLDINGS INC. | November 8, 2023 | Proposal to approve one or more adjournments of the Annual Meeting, if necessary, to permit further solicitation of proxies if there are insufficient votes to adopt the foregoing proposals. Corporate Governance |
Other | For | FOR 8 funds |
AGAINST 1 fund |
| AMC ENTERTAINMENT HOLDINGS INC. | June 5, 2024 | Proposal to approve one or more adjournments of the Annual Meeting, if necessary, to permit further solicitation of proxies if there are insufficient votes to adopt the foregoing proposals. Corporate Governance |
Other | For | FOR 6 funds |
AGAINST 1 fund |
| AMPLIFON | April 24, 2024 | Accounts and Reports Corporate Governance |
Other | For | FOR 4 funds |
ABSTAIN 1 fund |
| AMPLIFON | April 30, 2024 | Amendments to Article 10 (Closed-Door Meetings) Corporate Governance |
Other | For | AGAINST 4 funds |
ABSTAIN 1 fund |
| AMPLIFON | April 30, 2024 | Amendments to Article 13 (Loyalty Shares) Corporate Governance |
Other | For | AGAINST 4 funds |
ABSTAIN 1 fund |
| AMPLIFON | April 30, 2024 | Amendments to Articles Corporate Governance |
Other | For | FOR 4 funds |
ABSTAIN 1 fund |
| AMPLITUDE INC. | June 11, 2024 | The approval of the amendment and restatement of our restated certificate to provide for the exculpation of officers. Corporate Governance |
Other | For | FOR 4 funds |
AGAINST 1 fund |
| APA CORP. | March 27, 2024 | To approve the adjournment of the special meeting of APA stockholders, if necessary or appropriate, for the purpose of soliciting additional votes for the approval of the Stock Issuance Proposal. Corporate Governance |
Other | For | FOR 15 funds |
ABSTAIN 3 funds |
| ARCA CONTINENTAL SAB DE CV | March 21, 2024 | Accounts and Reports Corporate Governance |
Other | For | ABSTAIN 2 funds |
AGAINST 1 fund |
| ARKO CORP. | June 6, 2024 | Approval of a stockholder proposal to have an independent board chairman. Corporate Governance |
Other | Against | AGAINST 7 funds |
FOR 1 fund |
| ASTRANA HEALTH INC. | June 12, 2024 | To approve an amendment to the Company s Restated Certificate of Incorporation to reflect new Delaware law provisions regarding officer exculpation. Corporate Governance |
Other | For | FOR 7 funds |
ABSTAIN 1 fund |
| BANCA MONTE DEI PASCHI DI SIENA S.P.A | April 11, 2024 | Accounts and Reports Corporate Governance |
Other | For | FOR 3 funds |
ABSTAIN 1 fund |
| BANK OF MONTREAL | April 16, 2024 | Shareholder Proposal Regarding Pay Ratio Disclosure Compensation |
Other | Against | AGAINST 2 funds |
FOR 1 fund |
| BARK INC. | August 15, 2023 | Approve an amendment to our Certificate of Incorporation to adopt a new provision allowing for the exculpation of certain officers of the Company as permitted by Delaware law Corporate Governance |
Other | For | AGAINST 4 funds |
FOR 1 fund |
| BEIERSDORF AG | April 18, 2024 | Amendments to Articles (Record Date) Corporate Governance |
Other | For | FOR 5 funds |
ABSTAIN 1 fund |
| BEIERSDORF AG | April 18, 2024 | Ratification of Management Board Acts Corporate Governance |
Other | For | FOR 5 funds |
ABSTAIN 1 fund |
| BEIERSDORF AG | April 18, 2024 | Ratification of Supervisory Board Acts Corporate Governance |
Other | For | FOR 5 funds |
ABSTAIN 1 fund |
| BEST BUY CO. INC. | June 12, 2024 | To vote on a shareholder proposal entitled Shareholder Opportunity to Vote on Excessive Golden Parachutes . Compensation |
Other | Against | AGAINST 15 funds |
ABSTAIN 3 funds |
| BLACKBAUD INC. | June 12, 2024 | Adoption Of An Amendment To The Company S Amended And Restated Certificate Of Incorporation To Limit The Liability Of Certain Officers As Permitted By Delaware Law. Corporate Governance |
Other | For | FOR 7 funds |
ABSTAIN 1 fund |
| BOC HONG KONG (HOLDINGS) LTD. | June 27, 2024 | Accounts and Reports Corporate Governance |
Other | For | FOR 4 funds |
ABSTAIN 1 fund |
| BORR DRILLING LTD. | August 31, 2023 | Authority to Fill Board Vacancies Corporate Governance |
Other | For | FOR 1 fund |
ABSTAIN 1 fund |
| BORR DRILLING LTD. | August 31, 2023 | Board Size Corporate Governance |
Other | For | FOR 1 fund |
ABSTAIN 1 fund |
| BUDWEISER BREWING COMPANY APAC LTD. | May 14, 2024 | Accounts and Reports Corporate Governance |
Other | For | FOR 4 funds |
ABSTAIN 1 fund |
| BUDWEISER BREWING COMPANY APAC LTD. | May 14, 2024 | Amendments to Articles Corporate Governance |
Other | For | FOR 4 funds |
ABSTAIN 1 fund |
| BYD CO LTD. | April 19, 2024 | Board Authorization Regarding the Repurchase Corporate Governance |
Other | For | FOR 3 funds |
ABSTAIN 1 fund |
| BYD CO LTD. | April 19, 2024 | Fulfilment of Relevant Conditions Corporate Governance |
Other | For | FOR 3 funds |
ABSTAIN 1 fund |
| BYD CO LTD. | June 6, 2024 | Accounts and Reports Corporate Governance |
Other | For | FOR 3 funds |
ABSTAIN 1 fund |
| BYD CO LTD. | June 6, 2024 | Amendments to Articles Corporate Governance |
Other | For | FOR 3 funds |
ABSTAIN 1 fund |
| BYD CO LTD. | June 6, 2024 | Amendments to Rules of Procedures of General Meetings Corporate Governance |
Other | For | FOR 3 funds |
ABSTAIN 1 fund |
| BYD CO LTD. | June 6, 2024 | Annual Report Corporate Governance |
Other | For | FOR 3 funds |
ABSTAIN 1 fund |
| BYD CO LTD. | June 6, 2024 | Approval of Cap of Ordinary Connected Transactions Corporate Governance |
Other | For | FOR 3 funds |
ABSTAIN 1 fund |
| BYD CO LTD. | June 6, 2024 | Directors' Report Corporate Governance |
Other | For | FOR 3 funds |
ABSTAIN 1 fund |
| BYD CO LTD. | June 6, 2024 | Supervisors' Report Corporate Governance |
Other | For | FOR 3 funds |
ABSTAIN 1 fund |
| CADENCE BANK | April 24, 2024 | To Reduce the Threshold for Shareholder Actions by Written Consent Shareholder Rights and Defenses |
Other | For | FOR 7 funds |
ABSTAIN 1 fund |
| CALIFORNIA RESOURCES CORP. | June 26, 2024 | A proposal (the adjournment proposal ) to approve the adjournment of the special meeting to a later date or dates, if necessary or appropriate, to permit further solicitation and vote of proxies in the event that there are insufficient votes for, or otherwise in connection with, the approval of the stock issuance proposal. Corporate Governance |
Other | For | FOR 7 funds |
ABSTAIN 1 fund |
| CAMECO CORP. | May 9, 2024 | Declaration of Canadian Residency Status Other |
Other | None | ABSTAIN 3 funds |
AGAINST 1 fund |
| CARDINAL HEALTH INC. | November 15, 2023 | Shareholder proposal regarding executives retaining significant stock, if properly presented. Compensation |
Other | Against | AGAINST 15 funds |
ABSTAIN 3 funds |
| CARDINAL HEALTH INC. | November 15, 2023 | Shareholder proposal regarding shareholder ratification of excessive termination pay, if properly presented. Compensation |
Other | Against | AGAINST 15 funds |
ABSTAIN 3 funds |
| CATALYST PHARMACEUTICALS INC. | August 22, 2023 | To transact such other business as may properly come before the meeting. Corporate Governance |
Other | For | AGAINST 5 funds |
ABSTAIN 2 funds |
| CENTRAL GARDEN & PET CO. | February 13, 2024 | Non-Voting Agenda. Corporate Governance |
Other | None | AGAINST 7 funds |
ABSTAIN 1 fund |
| CERTARA INC. | May 21, 2024 | Amend our Certificate of Incorporation to limit the liability of certain officers of Certara as permitted pursuant to the Delaware General Corporation Law. Corporate Governance |
Other | For | FOR 6 funds |
ABSTAIN 1 fund |
| CHARGEPOINT HOLDINGS INC. | July 18, 2023 | The approval of the amendment and restatement of our Second Amended and Restated Certificate of Incorporation to provide for the exculpation of certain officers of the Company as permitted by Delaware law. Corporate Governance |
Other | For | AGAINST 8 funds |
FOR 1 fund |
| CHORD ENERGY CORP. | May 14, 2024 | The Adjournment Proposal to approve the adjournment or postponement of the special meeting, if necessary or appropriate, including to solicit additional proxies if there are not sufficient votes to approve the stock issuance proposal, subject to the provisions of the arrangement agreement, dated February 21, 2024, by and among Chord, Spark Acquisition ULC and Enerplus. Corporate Governance |
Other | For | FOR 11 funds |
ABSTAIN 1 fund |
| CIENA CORP. | March 21, 2024 | Approval of an amendment to Ciena s Amended and Restated Certificate of Incorporation, as amended, to provide for officer exculpation. Corporate Governance |
Other | For | FOR 12 funds |
ABSTAIN 1 fund |
| CIPHER MINING INC. | May 2, 2024 | Approval of an amendment to our Second Amended and Restated Certificate of Incorporation to provide for exculpation of officers from breaches of fiduciary duty to the fullest extent permitted by the General Corporation Law of the State of Delaware. Corporate Governance |
Other | For | AGAINST 5 funds |
FOR 2 funds |
| CK HUTCHISON HOLDINGS LTD. | May 23, 2024 | Accounts and Reports Corporate Governance |
Other | For | FOR 4 funds |
ABSTAIN 1 fund |
| CNA FINANCIAL CORP. | May 1, 2024 | Approval of an amendment to CNA s certificate of incorporation to update the exculpation provision. Corporate Governance |
Other | For | AGAINST 12 funds |
ABSTAIN 1 fund |
| CNH INDUSTRIAL N V | May 3, 2024 | Adoption of the 2023 Company Annual Financial Statements Other |
Other | For | FOR 10 funds |
ABSTAIN 2 funds |
| CNH INDUSTRIAL N V | May 3, 2024 | Discharge the executive directors and the non-executive directors of the Board during the financial year 2023 for the performance of their duties during 2023 Other |
Other | For | FOR 10 funds |
ABSTAIN 2 funds |
| COCA-COLA EUROPACIFIC PARTNERS PLC | May 22, 2024 | Accounts and Reports Corporate Governance |
Other | For | FOR 4 funds |
WITHHOLD 1 fund |
| COCA-COLA EUROPACIFIC PARTNERS PLC | May 22, 2024 | Authorisation of Political Donations Other Social Issues |
Other | For | FOR 4 funds |
WITHHOLD 1 fund |
| COCA-COLA EUROPACIFIC PARTNERS PLC | May 22, 2024 | Authority to Set General Meeting Notice Period at 14 Days Corporate Governance |
Other | For | FOR 4 funds |
WITHHOLD 1 fund |
| COCA-COLA EUROPACIFIC PARTNERS PLC | May 22, 2024 | Waiver of Mandatory Takeover Requirement Shareholder Rights and Defenses |
Other | For | FOR 4 funds |
WITHHOLD 1 fund |
| CONSOL ENERGY INC. | April 30, 2024 | Approval of an Amendment to CONSOL Energy Inc. s Amended and Restated Certificate of Incorporation to Provide for Exculpation of Certain Officers. Corporate Governance |
Other | For | FOR 8 funds |
ABSTAIN 1 fund |
| CONTINENTAL AG | April 26, 2024 | Amendments to Articles (Proof of Shareholding) Corporate Governance |
Other | For | FOR 5 funds |
ABSTAIN 1 fund |
| CONTINENTAL AG | April 26, 2024 | Amendments to Articles (Supervisory Board Chair and Vice Chair) Corporate Governance |
Other | For | FOR 5 funds |
ABSTAIN 1 fund |
| CONTINENTAL AG | April 26, 2024 | Ratify Ariane Reinhart Corporate Governance |
Other | For | FOR 5 funds |
ABSTAIN 1 fund |
| CONTINENTAL AG | April 26, 2024 | Ratify Carmen Loffler Corporate Governance |
Other | For | FOR 5 funds |
ABSTAIN 1 fund |
| CONTINENTAL AG | April 26, 2024 | Ratify Christian Kotz Corporate Governance |
Other | For | FOR 5 funds |
ABSTAIN 1 fund |
| CONTINENTAL AG | April 26, 2024 | Ratify Christiane Benner Corporate Governance |
Other | For | FOR 5 funds |
ABSTAIN 1 fund |
| CONTINENTAL AG | April 26, 2024 | Ratify Dirk Nordmann Corporate Governance |
Other | For | FOR 5 funds |
ABSTAIN 1 fund |
| CONTINENTAL AG | April 26, 2024 | Ratify Dorothea von Boxberg Corporate Governance |
Other | For | FOR 5 funds |
ABSTAIN 1 fund |
| CONTINENTAL AG | April 26, 2024 | Ratify Elke Volkmann Corporate Governance |
Other | For | FOR 5 funds |
ABSTAIN 1 fund |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 13, 2026 from SEC Form N-PX filings.