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
9,927 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 |
|---|---|---|---|---|---|---|
| ATLANTIC UNION BANKSHARES CORP. | May 7, 2024 | To elect directors to serve until the 2025 annual meeting of shareholders: Patrick E. Corbin Director Elections |
Board | For | FOR 4 funds |
Split 2 FOR, 1 ABSTAIN |
| ATLANTIC UNION BANKSHARES CORP. | May 7, 2024 | To elect directors to serve until the 2025 annual meeting of shareholders: Paul Engola Director Elections |
Board | For | FOR 4 funds |
Split 2 FOR, 1 ABSTAIN |
| ATLANTIC UNION BANKSHARES CORP. | May 7, 2024 | To elect directors to serve until the 2025 annual meeting of shareholders: Rilla S. Delorier Director Elections |
Board | For | FOR 4 funds |
Split 2 FOR, 1 ABSTAIN |
| ATLANTIC UNION BANKSHARES CORP. | May 7, 2024 | To elect directors to serve until the 2025 annual meeting of shareholders: Ronald L. Tillett Director Elections |
Board | For | FOR 4 funds |
Split 2 FOR, 1 ABSTAIN |
| ATLANTIC UNION BANKSHARES CORP. | May 7, 2024 | To ratify the appointment of Ernst & Young LLP as our independent registered public accounting firm for the year ending December 31, 2024 Audit-related |
Board | For | FOR 4 funds |
Split 2 FOR, 1 ABSTAIN |
| ATLASSIAN CORP. | December 6, 2023 | An advisory vote to approve the fiscal year 2023 compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 10 funds |
Split 4 FOR, 1 ABSTAIN |
| ATLASSIAN CORP. | December 6, 2023 | Election of Directors: Enrique Salem Director Elections |
Board | For | FOR 7 funds |
Split 1 FOR, 3 AGAINST, 1 ABSTAIN |
| ATLASSIAN CORP. | December 6, 2023 | Election of Directors: Heather M. Fernandez Director Elections |
Board | For | FOR 7 funds |
Split 1 FOR, 3 AGAINST, 1 ABSTAIN |
| ATLASSIAN CORP. | December 6, 2023 | Election of Directors: Jay Parikh Director Elections |
Board | For | FOR 7 funds |
Split 4 FOR, 1 ABSTAIN |
| ATLASSIAN CORP. | December 6, 2023 | Election of Directors: Michael Cannon-Brookes Director Elections |
Board | For | FOR 7 funds |
Split 1 FOR, 3 AGAINST, 1 ABSTAIN |
| ATLASSIAN CORP. | December 6, 2023 | Election of Directors: Michelle Zatlyn Director Elections |
Board | For | FOR 7 funds |
Split 4 FOR, 1 ABSTAIN |
| ATLASSIAN CORP. | December 6, 2023 | Election of Directors: Richard P. Wong Director Elections |
Board | For | AGAINST 7 funds |
Split 1 FOR, 3 AGAINST, 1 ABSTAIN |
| ATLASSIAN CORP. | December 6, 2023 | Election of Directors: Sasan Goodarzi Director Elections |
Board | For | FOR 7 funds |
Split 4 FOR, 1 ABSTAIN |
| ATLASSIAN CORP. | December 6, 2023 | Election of Directors: Scott Farquhar Director Elections |
Board | For | FOR 7 funds |
Split 1 FOR, 3 AGAINST, 1 ABSTAIN |
| ATLASSIAN CORP. | December 6, 2023 | Election of Directors: Shona L. Brown Director Elections |
Board | For | FOR 7 funds |
Split 4 FOR, 1 ABSTAIN |
| ATLASSIAN CORP. | December 6, 2023 | Election of Directors: Steven Sordello Director Elections |
Board | For | FOR 7 funds |
Split 4 FOR, 1 ABSTAIN |
| ATLASSIAN CORP. | December 6, 2023 | Ratification of the appointment of Ernst & Young LLP as our independent registered public accounting firm for the fiscal year ending June 30, 2024. Audit-related |
Board | For | FOR 7 funds |
Split 4 FOR, 1 ABSTAIN |
| ATMOS ENERGY CORP. | February 7, 2024 | ELECTION OF DIRECTORS: Diana J. Walters Director Elections |
Board | For | FOR 13 funds |
Split 7 FOR, 3 ABSTAIN |
| ATMOS ENERGY CORP. | February 7, 2024 | ELECTION OF DIRECTORS: Frank Yoho Director Elections |
Board | For | FOR 13 funds |
Split 7 FOR, 3 ABSTAIN |
| ATMOS ENERGY CORP. | February 7, 2024 | ELECTION OF DIRECTORS: J. Kevin Akers Director Elections |
Board | For | FOR 13 funds |
Split 7 FOR, 3 ABSTAIN |
| ATMOS ENERGY CORP. | February 7, 2024 | ELECTION OF DIRECTORS: John C. Ale Director Elections |
Board | For | FOR 13 funds |
Split 7 FOR, 3 ABSTAIN |
| ATMOS ENERGY CORP. | February 7, 2024 | ELECTION OF DIRECTORS: Kelly H. Compton Director Elections |
Board | For | FOR 13 funds |
Split 7 FOR, 3 ABSTAIN |
| ATMOS ENERGY CORP. | February 7, 2024 | ELECTION OF DIRECTORS: Kim R. Cocklin Director Elections |
Board | For | FOR 13 funds |
Split 7 FOR, 3 ABSTAIN |
| ATMOS ENERGY CORP. | February 7, 2024 | ELECTION OF DIRECTORS: Nancy K. Quinn Director Elections |
Board | For | FOR 13 funds |
Split 7 FOR, 3 ABSTAIN |
| ATMOS ENERGY CORP. | February 7, 2024 | ELECTION OF DIRECTORS: Rafael G. Garza Director Elections |
Board | For | FOR 13 funds |
Split 7 FOR, 3 ABSTAIN |
| ATMOS ENERGY CORP. | February 7, 2024 | ELECTION OF DIRECTORS: Richard A. Sampson Director Elections |
Board | For | FOR 13 funds |
Split 7 FOR, 3 ABSTAIN |
| ATMOS ENERGY CORP. | February 7, 2024 | ELECTION OF DIRECTORS: Richard K. Gordon Director Elections |
Board | For | FOR 13 funds |
Split 7 FOR, 3 ABSTAIN |
| ATMOS ENERGY CORP. | February 7, 2024 | ELECTION OF DIRECTORS: Sean Donohue Director Elections |
Board | For | FOR 13 funds |
Split 7 FOR, 3 ABSTAIN |
| ATMOS ENERGY CORP. | February 7, 2024 | Proposal for an advisory vote by shareholders to approve the compensation of the Company's named executive officers for fiscal 2023 (''Say-on-Pay''). Say-on-Pay |
Board | For | FOR 14 funds |
Split 7 FOR, 3 ABSTAIN |
| ATMOS ENERGY CORP. | February 7, 2024 | Proposal to ratify the appointment of Ernst & Young LLP as the Company's independent registered public accounting firm for fiscal 2024. Audit-related |
Board | For | FOR 13 funds |
Split 7 FOR, 3 ABSTAIN |
| ATMUS FILTRATION TECHNOLOGIES INC. | May 14, 2024 | Election of Directors: Jane A. Leipold Director Elections |
Board | For | AGAINST 15 funds |
Split 2 FOR, 3 AGAINST |
| ATN INTERNATIONAL INC. | June 18, 2024 | To ratify the selection of PricewaterhouseCoopers LLP as independent auditors for the Company for the fiscal year ending December 31, 2024. Audit-related |
Board | For | FOR 7 funds |
Split 3 FOR, 1 ABSTAIN |
| ATRICURE INC. | May 13, 2024 | Advisory vote on the compensation of our named executive officers as disclosed in the proxy statement for the 2024 Annual Meeting. Say-on-Pay |
Board | For | AGAINST 6 funds |
Split 6 FOR, 2 AGAINST, 3 ABSTAIN |
| ATRICURE INC. | May 13, 2024 | Election of Directors: B. Kristine Johnson Director Elections |
Board | For | FOR 4 funds |
Split 6 FOR, 2 AGAINST, 3 ABSTAIN |
| ATRICURE INC. | May 13, 2024 | Election of Directors: Deborah H. Telman Director Elections |
Board | For | FOR 4 funds |
Split 6 FOR, 2 AGAINST, 3 ABSTAIN |
| ATRICURE INC. | May 13, 2024 | Election of Directors: Karen N. Prange Director Elections |
Board | For | FOR 4 funds |
Split 6 FOR, 2 AGAINST, 3 ABSTAIN |
| ATRICURE INC. | May 13, 2024 | Election of Directors: Maggie Yuen Director Elections |
Board | For | FOR 4 funds |
Split 8 FOR, 3 ABSTAIN |
| ATRICURE INC. | May 13, 2024 | Election of Directors: Michael H. Carrel Director Elections |
Board | For | FOR 4 funds |
Split 8 FOR, 3 ABSTAIN |
| ATRICURE INC. | May 13, 2024 | Election of Directors: Regina E. Groves Director Elections |
Board | For | FOR 4 funds |
Split 8 FOR, 3 ABSTAIN |
| ATRICURE INC. | May 13, 2024 | Election of Directors: Robert S. White Director Elections |
Board | For | FOR 4 funds |
Split 8 FOR, 3 ABSTAIN |
| ATRICURE INC. | May 13, 2024 | Election of Directors: Shlomo Nachman Director Elections |
Board | For | FOR 4 funds |
Split 8 FOR, 3 ABSTAIN |
| ATRICURE INC. | May 13, 2024 | Election of Directors: Sven A. Wehrwein Director Elections |
Board | For | FOR 4 funds |
Split 8 FOR, 3 ABSTAIN |
| ATRICURE INC. | May 13, 2024 | Proposal to amend the AtriCure, Inc. 2023 Stock Incentive Plan to increase the number of shares of common stock authorized for issuance thereunder by 1,800,000. Compensation |
Board | For | FOR 4 funds |
Split 8 FOR, 3 ABSTAIN |
| ATRICURE INC. | May 13, 2024 | Proposal to ratify the appointment of Deloitte & Touche LLP as independent registered public accounting firm for the fiscal year ending December 31, 2024. Audit-related |
Board | For | FOR 4 funds |
Split 8 FOR, 3 ABSTAIN |
| ATRION CORP. | May 21, 2024 | Approval, on an advisory basis, of executive officer compensation. Say-on-Pay |
Board | For | FOR 5 funds |
Split 5 FOR, 1 ABSTAIN |
| ATRION CORP. | May 21, 2024 | Election of Director: Preston G. Athey Director Elections |
Board | For | AGAINST 4 funds |
Split 5 FOR, 1 ABSTAIN |
| ATRION CORP. | May 21, 2024 | Ratification of the appointment of Grant Thornton LLP as the Company s independent registered public accounting firm for the year 2024. Audit-related |
Board | For | FOR 4 funds |
Split 1 FOR, 1 ABSTAIN |
| AUTOLIV INC. | May 10, 2024 | Advisory Vote on Autoliv, Inc.'s 2023 Executive Compensation. Say-on-Pay |
Board | For | FOR 11 funds |
Split 1 AGAINST, 1 ABSTAIN |
| AUTOLIV INC. | May 10, 2024 | Election of Directors: Franz-Josef Kortum Director Elections |
Board | For | FOR 10 funds |
Split 2 FOR, 1 WITHHOLD |
| AUTOLIV INC. | May 10, 2024 | Election of Directors: Frederic Lissalde Director Elections |
Board | For | FOR 10 funds |
Split 2 FOR, 1 WITHHOLD |
| AUTOLIV INC. | May 10, 2024 | Election of Directors: Gustav Lundgren Director Elections |
Board | For | FOR 10 funds |
Split 2 FOR, 1 WITHHOLD |
| AUTOLIV INC. | May 10, 2024 | Election of Directors: Hasse Johansson Director Elections |
Board | For | FOR 10 funds |
Split 2 FOR, 1 WITHHOLD |
| AUTOLIV INC. | May 10, 2024 | Election of Directors: Jan Carlson Director Elections |
Board | For | FOR 10 funds |
Split 2 FOR, 1 WITHHOLD |
| AUTOLIV INC. | May 10, 2024 | Election of Directors: Laurie Brlas Director Elections |
Board | For | FOR 10 funds |
Split 2 FOR, 1 WITHHOLD |
| AUTOLIV INC. | May 10, 2024 | Election of Directors: Leif Johansson Director Elections |
Board | For | FOR 10 funds |
Split 1 FOR, 2 WITHHOLD |
| AUTOLIV INC. | May 10, 2024 | Election of Directors: Martin Lundstedt Director Elections |
Board | For | FOR 10 funds |
Split 2 FOR, 1 WITHHOLD |
| AUTOLIV INC. | May 10, 2024 | Election of Directors: Mikael Bratt Director Elections |
Board | For | FOR 10 funds |
Split 2 FOR, 1 WITHHOLD |
| AUTOLIV INC. | May 10, 2024 | Election of Directors: Ted Senko Director Elections |
Board | For | FOR 10 funds |
Split 2 FOR, 1 WITHHOLD |
| AUTOLIV INC. | May 10, 2024 | Election of Directors: Xiaozhi Liu Director Elections |
Board | For | FOR 10 funds |
Split 2 FOR, 1 WITHHOLD |
| AUTOLIV INC. | May 10, 2024 | Ratification of Ernst & Young AB as independent registered public accounting firm of the company for the fiscal year ending December 31, 2024. Audit-related |
Board | For | FOR 10 funds |
Split 1 FOR, 1 AGAINST, 1 ABSTAIN |
| AUTOMATIC DATA PROCESSING INC. | November 8, 2023 | Advisory Vote on Executive Compensation. Say-on-Pay |
Board | For | FOR 16 funds |
Split 6 FOR, 3 ABSTAIN |
| AUTOMATIC DATA PROCESSING INC. | November 8, 2023 | Election of Director: Carlos A. Rodriguez Compensation |
Board | For | FOR 14 funds |
Split 3 FOR, 3 ABSTAIN |
| AUTOMATIC DATA PROCESSING INC. | November 8, 2023 | Election of Director: David V. Goeckeler Corporate Governance |
Board | For | FOR 14 funds |
Split 3 FOR, 3 ABSTAIN |
| AUTOMATIC DATA PROCESSING INC. | November 8, 2023 | Election of Director: Francine S. Katsoudas Director Elections |
Board | For | FOR 14 funds |
Split 3 FOR, 3 ABSTAIN |
| AUTOMATIC DATA PROCESSING INC. | November 8, 2023 | Election of Director: John P. Jones Director Elections |
Board | For | FOR 14 funds |
Split 3 FOR, 3 ABSTAIN |
| AUTOMATIC DATA PROCESSING INC. | November 8, 2023 | Election of Director: Linnie M. Haynesworth Director Elections |
Board | For | FOR 14 funds |
Split 3 FOR, 3 ABSTAIN |
| AUTOMATIC DATA PROCESSING INC. | November 8, 2023 | Election of Director: Maria Black Corporate Governance |
Board | For | FOR 14 funds |
Split 3 FOR, 3 ABSTAIN |
| AUTOMATIC DATA PROCESSING INC. | November 8, 2023 | Election of Director: Nazzic S. Keene Director Elections |
Board | For | FOR 14 funds |
Split 3 FOR, 3 ABSTAIN |
| AUTOMATIC DATA PROCESSING INC. | November 8, 2023 | Election of Director: Peter Bisson Corporate Governance |
Board | For | FOR 14 funds |
Split 3 FOR, 3 ABSTAIN |
| AUTOMATIC DATA PROCESSING INC. | November 8, 2023 | Election of Director: Sandra S. Wijnberg Compensation |
Board | For | FOR 14 funds |
Split 2 FOR, 1 AGAINST, 3 ABSTAIN |
| AUTOMATIC DATA PROCESSING INC. | November 8, 2023 | Election of Director: Scott F. Powers Audit-related |
Board | For | FOR 14 funds |
Split 3 FOR, 3 ABSTAIN |
| AUTOMATIC DATA PROCESSING INC. | November 8, 2023 | Election of Director: Thomas J. Lynch Director Elections |
Board | For | FOR 14 funds |
Split 3 FOR, 3 ABSTAIN |
| AUTOMATIC DATA PROCESSING INC. | November 8, 2023 | Election of Director: William J. Ready Audit-related |
Board | For | AGAINST 14 funds |
Split 1 FOR, 2 AGAINST, 3 ABSTAIN |
| AUTOMATIC DATA PROCESSING INC. | November 8, 2023 | Ratification of the Appointment of Auditors. Audit-related |
Board | For | FOR 14 funds |
Split 5 FOR, 1 AGAINST, 3 ABSTAIN |
| AUTONATION INC. | April 24, 2024 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | FOR 12 funds |
Split 3 FOR, 5 ABSTAIN |
| AUTONATION INC. | April 24, 2024 | Election of Directors: David B. Edelson Director Elections |
Board | For | FOR 11 funds |
Split 3 FOR, 5 ABSTAIN |
| AUTONATION INC. | April 24, 2024 | Election of Directors: G. Mike Mikan Director Elections |
Board | For | FOR 11 funds |
Split 3 FOR, 5 ABSTAIN |
| AUTONATION INC. | April 24, 2024 | Election of Directors: Jacqueline A. Travisano Director Elections |
Board | For | FOR 11 funds |
Split 3 FOR, 5 ABSTAIN |
| AUTONATION INC. | April 24, 2024 | Election of Directors: Lisa Lutoff-Perlo Director Elections |
Board | For | FOR 11 funds |
Split 3 FOR, 5 ABSTAIN |
| AUTONATION INC. | April 24, 2024 | Election of Directors: Michael Manley Director Elections |
Board | For | FOR 11 funds |
Split 3 FOR, 5 ABSTAIN |
| AUTONATION INC. | April 24, 2024 | Election of Directors: Norman K. Jenkins Director Elections |
Board | For | FOR 11 funds |
Split 3 FOR, 5 ABSTAIN |
| AUTONATION INC. | April 24, 2024 | Election of Directors: Rick L. Burdick Director Elections |
Board | For | FOR 11 funds |
Split 3 FOR, 5 ABSTAIN |
| AUTONATION INC. | April 24, 2024 | Election of Directors: Robert R. Grusky Director Elections |
Board | For | FOR 11 funds |
Split 3 FOR, 5 ABSTAIN |
| AUTONATION INC. | April 24, 2024 | Ratification of the selection of KPMG LLP as the Company's independent registered public accounting firm for 2024. Audit-related |
Board | For | FOR 11 funds |
Split 3 FOR, 5 ABSTAIN |
| AUTOZONE INC. | December 20, 2023 | Approval of an advisory vote on the compensation of named executive officers. Say-on-Pay |
Board | For | FOR 15 funds |
Split 2 FOR, 1 AGAINST, 3 ABSTAIN |
| AUTOZONE INC. | December 20, 2023 | Election of Directors: Brian P. Hannasch Director Elections |
Board | For | FOR 13 funds |
Split 7 FOR, 3 ABSTAIN |
| AUTOZONE INC. | December 20, 2023 | Election of Directors: D. Bryan Jordan Director Elections |
Board | For | FOR 13 funds |
Split 7 FOR, 3 ABSTAIN |
| AUTOZONE INC. | December 20, 2023 | Election of Directors: Earl G. Graves, Jr. Director Elections |
Board | For | FOR 13 funds |
Split 6 FOR, 3 ABSTAIN |
| AUTOZONE INC. | December 20, 2023 | Election of Directors: Enderson Guimaraes Director Elections |
Board | For | FOR 13 funds |
Split 7 FOR, 3 ABSTAIN |
| AUTOZONE INC. | December 20, 2023 | Election of Directors: Gale V. King Director Elections |
Board | For | FOR 13 funds |
Split 7 FOR, 3 ABSTAIN |
| AUTOZONE INC. | December 20, 2023 | Election of Directors: George R. Mrkonic, Jr. Director Elections |
Board | For | FOR 13 funds |
Split 6 FOR, 3 ABSTAIN |
| AUTOZONE INC. | December 20, 2023 | Election of Directors: Jill A. Soltau Director Elections |
Board | For | FOR 13 funds |
Split 7 FOR, 3 ABSTAIN |
| AUTOZONE INC. | December 20, 2023 | Election of Directors: Linda A. Goodspeed Director Elections |
Board | For | FOR 13 funds |
Split 7 FOR, 3 ABSTAIN |
| AUTOZONE INC. | December 20, 2023 | Election of Directors: Michael A. George Director Elections |
Board | For | FOR 13 funds |
Split 7 FOR, 3 ABSTAIN |
| AUTOZONE INC. | December 20, 2023 | Election of Directors: William C. Rhodes, III Director Elections |
Board | For | FOR 13 funds |
Split 7 FOR, 3 ABSTAIN |
| AUTOZONE INC. | December 20, 2023 | Ratification of the appointment of Ernst & Young LLP as our independent registered public accounting firm for the 2024 fiscal year. Audit-related |
Board | For | FOR 13 funds |
Split 7 FOR, 1 AGAINST, 3 ABSTAIN |
| AVALONBAY COMMUNITIES INC. | May 16, 2024 | To adopt a resolution approving, on a non-binding advisory basis, the compensation paid to the Company's Named Executive Officers, as disclosed pursuant to Item 402 of Regulation S-K, including the Compensation Discussion and Analysis, compensation tables and any related material disclosed in the proxy statement. Say-on-Pay |
Board | For | FOR 17 funds |
Split 6 FOR, 2 ABSTAIN |
| AVALONBAY COMMUNITIES INC. | May 16, 2024 | To ratify the selection of Ernst & Young LLP as the Company's independent auditors for the year ending December 31, 2024. Audit-related |
Board | For | FOR 16 funds |
Split 6 FOR, 2 ABSTAIN |
| AVANGRID INC. | July 18, 2023 | APPROVE, ON AN ADVISORY BASIS, NAMED EXECUTIVE OFFICER COMPENSATION. Say-on-Pay |
Board | For | FOR 12 funds |
Split 1 FOR, 1 ABSTAIN |
| AVANGRID INC. | July 18, 2023 | RATIFICATION OF THE SELECTION OF KPMG LLP AS AVANGRID, INC.'S INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM FOR THE YEAR ENDING DECEMBER 31, 2023. Audit-related |
Board | For | FOR 10 funds |
Split 1 FOR, 1 ABSTAIN |
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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.