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
5,597 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 |
|---|---|---|---|---|---|---|
| BANK OF NOVA SCOTIA | April 9, 2024 | Appointment of Auditor Audit-related |
Board | For | FOR 3 funds |
WITHHOLD 1 fund |
| BANK OZK | May 6, 2024 | Election of Directors: Beverly Cole Director Elections |
Board | For | FOR 12 funds |
ABSTAIN 2 funds |
| BANK OZK | May 6, 2024 | Election of Directors: Christopher Orndorff Director Elections |
Board | For | FOR 12 funds |
ABSTAIN 2 funds |
| BANK OZK | May 6, 2024 | Election of Directors: Elizabeth Musico Director Elections |
Board | For | FOR 12 funds |
ABSTAIN 2 funds |
| BANK OZK | May 6, 2024 | Election of Directors: George Gleason Director Elections |
Board | For | FOR 12 funds |
ABSTAIN 2 funds |
| BANK OZK | May 6, 2024 | Election of Directors: Jeffrey Gearhart Director Elections |
Board | For | FOR 12 funds |
ABSTAIN 2 funds |
| BANK OZK | May 6, 2024 | Election of Directors: Kathleen Franklin Director Elections |
Board | For | FOR 12 funds |
ABSTAIN 2 funds |
| BANK OZK | May 6, 2024 | Election of Directors: Nicholas Brown Director Elections |
Board | For | FOR 12 funds |
ABSTAIN 2 funds |
| BANK OZK | May 6, 2024 | Election of Directors: Paula Cholmondeley Director Elections |
Board | For | FOR 12 funds |
ABSTAIN 2 funds |
| BANK OZK | May 6, 2024 | Election of Directors: Peter Kenny Director Elections |
Board | For | FOR 12 funds |
ABSTAIN 2 funds |
| BANK OZK | May 6, 2024 | Election of Directors: Robert East Director Elections |
Board | For | FOR 12 funds |
ABSTAIN 2 funds |
| BANK OZK | May 6, 2024 | Election of Directors: Ross Whipple Director Elections |
Board | For | FOR 12 funds |
ABSTAIN 2 funds |
| BANK OZK | May 6, 2024 | Election of Directors: Steven Sadoff Director Elections |
Board | For | FOR 12 funds |
ABSTAIN 2 funds |
| BANK OZK | May 6, 2024 | Election of Directors: William A. Koefoed, Jr. Director Elections |
Board | For | FOR 12 funds |
ABSTAIN 2 funds |
| BANK OZK | May 6, 2024 | To approve, on an advisory, non-binding basis, the compensation of the Company's named executive officers as disclosed in the Proxy Statement. Say-on-Pay |
Board | For | FOR 13 funds |
ABSTAIN 2 funds |
| BANK OZK | May 6, 2024 | To ratify the appointment of PricewaterhouseCoopers LLP as the Company's independent registered public accounting firm for the year ending December 31, 2024. Audit-related |
Board | For | FOR 12 funds |
ABSTAIN 2 funds |
| BANKUNITED INC. | May 15, 2024 | Elect Douglas J. Pauls Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 2 funds |
| BANKUNITED INC. | May 15, 2024 | Elect Germaine Smith-Baugh Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 2 funds |
| BANKUNITED INC. | May 15, 2024 | Elect John N. DiGiacomo Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 2 funds |
| BANKUNITED INC. | May 15, 2024 | Elect Lynne Wines Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 2 funds |
| BANKUNITED INC. | May 15, 2024 | Elect Michael J. Dowling Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 2 funds |
| BANKUNITED INC. | May 15, 2024 | Elect Rajinder P. Singh Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 2 funds |
| BANKUNITED INC. | May 15, 2024 | Elect Sanjiv Sobti Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 2 funds |
| BANKUNITED INC. | May 15, 2024 | Elect Tere Blanca Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 2 funds |
| BANKUNITED INC. | May 15, 2024 | Elect William S. Rubenstein Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 2 funds |
| BANKWELL FINANCIAL GROUP INC. | May 29, 2024 | Election of Directors: Carl M. Porto Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 1 fund |
| BANNER CORP. | May 22, 2024 | Advisory Approval Of The Compensation Of Banner Corporation's Named Executive Officers. Say-on-Pay |
Board | For | FOR 10 funds |
ABSTAIN 1 fund |
| BANNER CORP. | May 22, 2024 | Election Of Director: David A. Klaue Director Elections |
Board | For | FOR 8 funds |
ABSTAIN 1 fund |
| BANNER CORP. | May 22, 2024 | Election Of Director: John R. Layman Director Elections |
Board | For | FOR 8 funds |
ABSTAIN 1 fund |
| BANNER CORP. | May 22, 2024 | Election Of Director: Kevin F. Riordan Director Elections |
Board | For | FOR 8 funds |
ABSTAIN 1 fund |
| BANNER CORP. | May 22, 2024 | Election Of Director: Margot J. Copeland Director Elections |
Board | For | FOR 8 funds |
ABSTAIN 1 fund |
| BANNER CORP. | May 22, 2024 | Election Of Director: Mark J. Grescovich Director Elections |
Board | For | FOR 8 funds |
ABSTAIN 1 fund |
| BANNER CORP. | May 22, 2024 | Election Of Director: Paul J. Walsh Director Elections |
Board | For | FOR 8 funds |
ABSTAIN 1 fund |
| BANNER CORP. | May 22, 2024 | Election Of Director: Roberto R. Herencia Director Elections |
Board | For | FOR 8 funds |
ABSTAIN 1 fund |
| BANNER CORP. | May 22, 2024 | Election Of Director: Terry S. Schwakopf Director Elections |
Board | For | FOR 8 funds |
ABSTAIN 1 fund |
| BARRICK GOLD CORP. | April 30, 2024 | Advisory Vote on Executive Compensation Compensation |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| BARRICK GOLD CORP. | April 30, 2024 | Elect B. L. Greenspun Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 1 fund |
| BARRICK GOLD CORP. | April 30, 2024 | Elect C. L. Coleman Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 1 fund |
| BARRICK GOLD CORP. | April 30, 2024 | Elect J. B. Harvey Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 1 fund |
| BATH & BODY WORKS INC. | June 27, 2024 | Elect the 10 nominees proposed by the Board of Directors as directors: Lucy Brady Director Elections |
Board | For | FOR 14 funds |
ABSTAIN 2 funds |
| BEIERSDORF AG | April 18, 2024 | Allocation of Dividends Capital Structure |
Board | For | FOR 5 funds |
ABSTAIN 1 fund |
| BEIERSDORF AG | April 18, 2024 | Appointment of Auditor Audit-related |
Board | For | FOR 5 funds |
ABSTAIN 1 fund |
| BEIERSDORF AG | April 18, 2024 | Elect Beatrice Dreyfus as Substitute Member Director Elections |
Board | For | FOR 5 funds |
ABSTAIN 1 fund |
| BEIERSDORF AG | April 18, 2024 | Elect Donya-Florence Amer Director Elections |
Board | For | FOR 5 funds |
ABSTAIN 1 fund |
| BEIERSDORF AG | April 18, 2024 | Elect Frederic Pflanz Director Elections |
Board | For | AGAINST 5 funds |
ABSTAIN 1 fund |
| BEIERSDORF AG | April 18, 2024 | Elect Hong Chow Director Elections |
Board | For | FOR 5 funds |
ABSTAIN 1 fund |
| BEIERSDORF AG | April 18, 2024 | Elect Reinhard Pollath Director Elections |
Board | For | FOR 5 funds |
ABSTAIN 1 fund |
| BEIERSDORF AG | April 18, 2024 | Elect Uta Kemmerich-Keil Director Elections |
Board | For | FOR 5 funds |
ABSTAIN 1 fund |
| BEIERSDORF AG | April 18, 2024 | Elect Wolfgang Herz Director Elections |
Board | For | AGAINST 5 funds |
ABSTAIN 1 fund |
| BEIERSDORF AG | April 18, 2024 | Remuneration Report Compensation |
Board | For | AGAINST 5 funds |
ABSTAIN 1 fund |
| BELLRING BRANDS INC. | January 31, 2024 | Election of Director: Jennifer Kuperman Johnson Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 4 funds |
| BELLRING BRANDS INC. | January 31, 2024 | Election of Director: Shawn W. Conway Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 4 funds |
| BELLRING BRANDS INC. | January 31, 2024 | Election of Director: Thomas P. Erickson Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 4 funds |
| BENTLEY SYSTEMS INC. | May 23, 2024 | Election of Director: Barry J. Bentley Director Elections |
Board | For | FOR 13 funds |
WITHHOLD 2 funds |
| BENTLEY SYSTEMS INC. | May 23, 2024 | Election of Director: Brian F. Hughes Director Elections |
Board | For | FOR 13 funds |
WITHHOLD 2 funds |
| BENTLEY SYSTEMS INC. | May 23, 2024 | Election of Director: Gregory S. Bentley Director Elections |
Board | For | FOR 13 funds |
WITHHOLD 2 funds |
| BENTLEY SYSTEMS INC. | May 23, 2024 | Election of Director: Keith A. Bentley Director Elections |
Board | For | FOR 13 funds |
WITHHOLD 2 funds |
| BENTLEY SYSTEMS INC. | May 23, 2024 | Election of Director: Raymond B. Bentley Director Elections |
Board | For | FOR 13 funds |
WITHHOLD 2 funds |
| BENTLEY SYSTEMS INC. | May 23, 2024 | To ratify the appointment of KPMG LLP as the Company s independent registered public accounting firm for the fiscal year ending December 31, 2024. Audit-related |
Board | For | FOR 13 funds |
ABSTAIN 2 funds |
| BERRY GLOBAL GROUP INC. | February 14, 2024 | Election of Director: B. Evan Bayh Director Elections |
Board | For | FOR 12 funds |
ABSTAIN 2 funds |
| BERRY GLOBAL GROUP INC. | February 14, 2024 | Election of Director: Carl J. Rickertsen Director Elections |
Board | For | FOR 12 funds |
ABSTAIN 2 funds |
| BERRY GLOBAL GROUP INC. | February 14, 2024 | Election of Director: Chaney M. Sheffield Director Elections |
Board | For | FOR 12 funds |
ABSTAIN 2 funds |
| BERRY GLOBAL GROUP INC. | February 14, 2024 | Election of Director: Idalene F. Kesner Director Elections |
Board | For | FOR 12 funds |
ABSTAIN 2 funds |
| BERRY GLOBAL GROUP INC. | February 14, 2024 | Election of Director: Jill A. Rahman Director Elections |
Board | For | FOR 12 funds |
ABSTAIN 2 funds |
| BERRY GLOBAL GROUP INC. | February 14, 2024 | Election of Director: Jonathan F. Foster Director Elections |
Board | For | FOR 12 funds |
ABSTAIN 2 funds |
| BERRY GLOBAL GROUP INC. | February 14, 2024 | Election of Director: Kevin J. Kwilinski Director Elections |
Board | For | FOR 12 funds |
ABSTAIN 2 funds |
| BERRY GLOBAL GROUP INC. | February 14, 2024 | Election of Director: Meredith R. Harper Director Elections |
Board | For | FOR 12 funds |
ABSTAIN 2 funds |
| BERRY GLOBAL GROUP INC. | February 14, 2024 | Election of Director: Peter T. Thomas Director Elections |
Board | For | FOR 12 funds |
ABSTAIN 2 funds |
| BERRY GLOBAL GROUP INC. | February 14, 2024 | Election of Director: Robert A. Steele Director Elections |
Board | For | FOR 12 funds |
ABSTAIN 2 funds |
| BERRY GLOBAL GROUP INC. | February 14, 2024 | Election of Director: Stephen E. Sterrett Director Elections |
Board | For | FOR 12 funds |
ABSTAIN 2 funds |
| BERRY GLOBAL GROUP INC. | February 14, 2024 | To ratify the selection of Ernst & Young LLP as Berry s independent registered public accountants for the fiscal year ending September 28, 2024. Audit-related |
Board | For | FOR 12 funds |
ABSTAIN 2 funds |
| BEST BUY CO. INC. | June 12, 2024 | To approve in a non-binding advisory vote our named executive officer compensation. Say-on-Pay |
Board | For | FOR 16 funds |
ABSTAIN 3 funds |
| BHP GROUP LTD. | November 1, 2023 | Remuneration Report Compensation |
Board | For | FOR 7 funds |
AGAINST 1 fund |
| BIGCOMMERCE HOLDINGS INC. | May 16, 2024 | Non-binding advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| BIO-RAD LABORATORIES INC. | April 23, 2024 | Proposal to ratify the selection of KPMG LLP to serve as the Company s independent auditors. Audit-related |
Board | For | FOR 15 funds |
ABSTAIN 2 funds |
| BIOCRYST PHARMACEUTICALS INC. | June 12, 2024 | Elect Machelle Sanders Director Elections |
Board | For | FOR 5 funds |
WITHHOLD 1 fund |
| BIOCRYST PHARMACEUTICALS INC. | June 12, 2024 | Elect Nancy J. Hutson Director Elections |
Board | For | FOR 5 funds |
WITHHOLD 1 fund |
| BIOCRYST PHARMACEUTICALS INC. | June 12, 2024 | Elect Vincent J. Milano Director Elections |
Board | For | FOR 5 funds |
WITHHOLD 1 fund |
| BIOCRYST PHARMACEUTICALS INC. | June 12, 2024 | To approve, on an advisory basis, the Company s executive compensation. Say-on-Pay |
Board | For | FOR 6 funds |
ABSTAIN 1 fund |
| BIOCRYST PHARMACEUTICALS INC. | June 12, 2024 | To ratify the selection of Ernst & Young LLP as the Company s independent registered public accountants for 2024. Audit-related |
Board | For | FOR 5 funds |
ABSTAIN 1 fund |
| BJ'S RESTAURANTS INC. | June 18, 2024 | Election of Director: BINA CHAURASIA Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 1 fund |
| BJ'S RESTAURANTS INC. | June 18, 2024 | Election of Director: C. BRADFORD RICHMOND Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 1 fund |
| BJ'S RESTAURANTS INC. | June 18, 2024 | Election of Director: GREGORY A. TROJAN Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 1 fund |
| BJ'S RESTAURANTS INC. | June 18, 2024 | Election of Director: GREGORY S. LEVIN Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 1 fund |
| BJ'S RESTAURANTS INC. | June 18, 2024 | Election of Director: JAMES A. DAL POZZO Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 1 fund |
| BJ'S RESTAURANTS INC. | June 18, 2024 | Election of Director: JANET M. SHERLOCK Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 1 fund |
| BJ'S RESTAURANTS INC. | June 18, 2024 | Election of Director: JULIUS W. ROBINSON, JR. Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 1 fund |
| BJ'S RESTAURANTS INC. | June 18, 2024 | Election of Director: LEA ANNE S. OTTINGER Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 1 fund |
| BJ'S RESTAURANTS INC. | June 18, 2024 | Election of Director: NOAH A. ELBOGEN Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 1 fund |
| BJ'S WHOLESALE CLUB HOLDINGS INC. | June 20, 2024 | Elect Bob Eddy Director Elections |
Board | For | FOR 13 funds |
WITHHOLD 2 funds |
| BJ'S WHOLESALE CLUB HOLDINGS INC. | June 20, 2024 | Elect C. Marie Robinson Director Elections |
Board | For | FOR 13 funds |
WITHHOLD 2 funds |
| BJ'S WHOLESALE CLUB HOLDINGS INC. | June 20, 2024 | Elect Christopher H. Peterson Director Elections |
Board | For | FOR 13 funds |
WITHHOLD 2 funds |
| BJ'S WHOLESALE CLUB HOLDINGS INC. | June 20, 2024 | Elect Darryl Brown Director Elections |
Board | For | FOR 13 funds |
WITHHOLD 2 funds |
| BJ'S WHOLESALE CLUB HOLDINGS INC. | June 20, 2024 | Elect Ken Parent Director Elections |
Board | For | FOR 13 funds |
WITHHOLD 2 funds |
| BJ'S WHOLESALE CLUB HOLDINGS INC. | June 20, 2024 | Elect Maile Naylor Director Elections |
Board | For | FOR 13 funds |
WITHHOLD 2 funds |
| BJ'S WHOLESALE CLUB HOLDINGS INC. | June 20, 2024 | Elect Michelle Gloeckler Director Elections |
Board | For | FOR 13 funds |
WITHHOLD 2 funds |
| BJ'S WHOLESALE CLUB HOLDINGS INC. | June 20, 2024 | Elect Robert A. Steele Director Elections |
Board | For | FOR 13 funds |
WITHHOLD 2 funds |
| BJ'S WHOLESALE CLUB HOLDINGS INC. | June 20, 2024 | Elect Steven L. Ortega Director Elections |
Board | For | FOR 13 funds |
WITHHOLD 2 funds |
| BJ'S WHOLESALE CLUB HOLDINGS INC. | June 20, 2024 | Ratify the appointment of PricewaterhouseCoopers LLP as BJ s Wholesale Club Holdings, Inc. s independent registered public accounting firm for the fiscal year ending February 1, 2025. Audit-related |
Board | For | FOR 13 funds |
ABSTAIN 2 funds |
| BLACK HILLS CORP. | April 23, 2024 | Elect Barry M. Granger Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 1 fund |
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How items are matched and positions counted: see the comparison table and the methodology. Built November 1, 2026 from SEC Form N-PX filings.