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
328 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 |
|---|---|---|---|---|---|---|
| TORONTO-DOMINION BANK | April 18, 2024 | Shareholder Proposal Regarding Pay Ratio Disclosure Compensation |
Other | Against | AGAINST 3 funds |
FOR 1 fund |
| TOYOTA MOTOR CORP. | June 18, 2024 | Shareholder Proposal Regarding Lobbying Activity Alignment with the Paris Agreement Environment or Climate |
Other | Against | AGAINST 5 funds |
FOR 1 fund |
| TRIUMPH GROUP INC. | July 20, 2023 | To approve, an amendment to our Amended and Restated Certificate of Incorporation to limit the liability of certain officers of the Company as permitted by recent amendments to the General Corporation Law of the State of Delaware. Corporate Governance |
Other | For | AGAINST 4 funds |
FOR 2 funds |
| TSURUHA HOLDINGS INC. | August 10, 2023 | Shareholder Proposal Regarding Abolition of Director-Chair and Director-Vice Chair Roles Corporate Governance |
Other | Not determined | AGAINST 4 funds |
ABSTAIN 1 fund |
| TSURUHA HOLDINGS INC. | August 10, 2023 | Shareholder Proposal Regarding Election of Dissident Nominee Akiko Ikeda Director Elections |
Other | Not determined | AGAINST 4 funds |
ABSTAIN 1 fund |
| TSURUHA HOLDINGS INC. | August 10, 2023 | Shareholder Proposal Regarding Election of Dissident Nominee Motohiko Nakamura Director Elections |
Other | Not determined | FOR 4 funds |
ABSTAIN 1 fund |
| TSURUHA HOLDINGS INC. | August 10, 2023 | Shareholder Proposal Regarding Election of Dissident Nominee Muneto Tamagami Director Elections |
Other | Not determined | AGAINST 4 funds |
ABSTAIN 1 fund |
| TSURUHA HOLDINGS INC. | August 10, 2023 | Shareholder Proposal Regarding Election of Dissident Nominee Nobuo Gohara Director Elections |
Other | Not determined | AGAINST 4 funds |
ABSTAIN 1 fund |
| TSURUHA HOLDINGS INC. | August 10, 2023 | Shareholder Proposal Regarding Election of Dissident Nominee Yuko Nakahata Director Elections |
Other | Not determined | AGAINST 4 funds |
ABSTAIN 1 fund |
| TSURUHA HOLDINGS INC. | August 10, 2023 | Shareholder Proposal Regarding Fixed Compensation Amounts for Outside Audit Committee Directors Compensation |
Other | Not determined | AGAINST 4 funds |
ABSTAIN 1 fund |
| TSURUHA HOLDINGS INC. | August 10, 2023 | Shareholder Proposal Regarding Fixed Compensation for Outside Non-Audit and Supervisory Committee Directors Compensation |
Other | Not determined | AGAINST 4 funds |
ABSTAIN 1 fund |
| TSURUHA HOLDINGS INC. | August 10, 2023 | Shareholder Proposal Regarding Outside Chair Corporate Governance |
Other | Not determined | FOR 4 funds |
ABSTAIN 1 fund |
| TSURUHA HOLDINGS INC. | August 10, 2023 | Shareholder Proposal Regarding Restricted Stock Remuneration for Outside Audit Committee Directors Compensation |
Other | Not determined | AGAINST 4 funds |
ABSTAIN 1 fund |
| TSURUHA HOLDINGS INC. | August 10, 2023 | Shareholder Proposal Regarding Restricted Stock Remuneration for Outside Non-Audit and Supervisory Committee Directors Compensation |
Other | Not determined | AGAINST 4 funds |
ABSTAIN 1 fund |
| TSURUHA HOLDINGS INC. | August 10, 2023 | Shareholder Proposal regarding Dismissal of Fumiyo Fujii as Audit Committee Director Director Elections |
Other | Not determined | AGAINST 4 funds |
ABSTAIN 1 fund |
| UNIVERSAL HEALTH SERVICES INC. | May 15, 2024 | Stockholder Proposal To Elect Each Director Annually, If Properly Presented At The Meeting. Shareholder Rights and Defenses |
Other | Against | FOR 14 funds |
ABSTAIN 3 funds |
| UTZ BRANDS INC. | April 25, 2024 | To approve an amendment to the Company s Certificate of Incorporation to permit officer exculpation for certain breaches of fiduciary duties pursuant to the General Corporation Law of the State of Delaware Corporate Governance |
Other | For | FOR 4 funds |
AGAINST 1 fund |
| VIMEO INC. | May 21, 2024 | To approve the amendment to the Amended and Restated Certificate of Incorporation of Vimeo, Inc. (the "Charter") to provide for officer exculpation. Corporate Governance |
Other | For | FOR 4 funds |
AGAINST 2 funds |
| VOLVO AB | March 27, 2024 | Elect Par Boman as Chair Corporate Governance |
Other | For | AGAINST 5 funds |
FOR 1 fund |
| WESCO INTERNATIONAL INC. | May 23, 2024 | Approve amendments to the Companys Restated Certificate of Incorporation regarding Officer Exculpation. Corporate Governance |
Other | For | FOR 12 funds |
ABSTAIN 2 funds |
| WESTERN DIGITAL CORP. | May 10, 2024 | Approval of an amendment to Western Digital Technologies, Inc.s Amended and Restated Certificate of Incorporation to provide for the elimination of certain officers personal liability for monetary damages stemming from breaches of the duty of care as permitted by Section 102(b)(7) of the General Corporation Law of the State of Delaware. Corporate Governance |
Other | For | FOR 14 funds |
ABSTAIN 2 funds |
| WHARF REAL ESTATE INVESTMENT CO LTD. | May 7, 2024 | Accounts and Reports Corporate Governance |
Other | For | FOR 6 funds |
ABSTAIN 1 fund |
| WILLIS LEASE FINANCE CORP. | May 22, 2024 | Approval of an amendment to the Company's Amended and Restated Certificate of Incorporation to provide for officer exculpation Corporate Governance |
Other | For | AGAINST 2 funds |
FOR 1 fund |
| WISDOMTREE INC. | June 12, 2024 | To ratify the approval by the Board of Directors of the extension of the Stockholder Rights Agreement, dated March 17, 2023, as amended, by and between the Company and Continental Stock Transfer & Trust Company. Shareholder Rights and Defenses |
Other | Contested | FOR 5 funds |
AGAINST 2 funds |
| WOODSIDE ENERGY GROUP LTD. | April 24, 2024 | Approval of Climate Transition Action Plan and 2023 Progress Report Environment or Climate |
Other | For | AGAINST 4 funds |
FOR 1 fund |
| XEROX HOLDINGS CORP. | May 22, 2024 | Consider a shareholder proposal requesting a director election resignation bylaw, if properly presented at the meeting. Corporate Governance |
Other | Against | FOR 8 funds |
AGAINST 3 funds |
| XP INC. | October 6, 2023 | Approval And Ratification Of The Company S Financial Statements And The Auditor S Report For The Fiscal Year Ended December 31, 2022. Corporate Governance |
Other | For | FOR 7 funds |
ABSTAIN 2 funds |
| XP INC. | May 24, 2024 | Approval and ratification of the Company s consolidated financial statements and the auditor s report for the fiscal year ended December 31, 2023. Corporate Governance |
Other | For | FOR 6 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.