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
367 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 |
|---|---|---|---|---|---|---|
| STARBUCKS CORP. | March 13, 2024 | Shareholder proposal requesting a report on plant-based milk pricing. Environment or Climate |
Shareholder (E&S) | Contested | AGAINST 14 funds |
Split 4 AGAINST, 6 ABSTAIN |
| STRYKER CORP. | May 9, 2024 | Shareholder Proposal on Transparency in Political Spending. Other Social Issues |
Shareholder (E&S) | Not determined | AGAINST 14 funds |
Split 3 FOR, 3 AGAINST, 9 ABSTAIN |
| SUNCOR ENERGY INC. | May 7, 2024 | Shareholder Proposal Regarding Audit Report of Climate Transition Scenarios Environment or Climate |
Shareholder (E&S) | Against | AGAINST 4 funds |
Split 1 FOR, 1 AGAINST |
| SYSCO CORP. | November 17, 2023 | To consider a stockholder proposal related to re-establishing a policy for eliminating or reducing gestation crates in the Company's pork supply chain. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 12 funds |
Split 4 FOR, 1 AGAINST, 7 ABSTAIN |
| TARGET CORP. | June 12, 2024 | Shareholder proposal requesting a political contributions congruency analysis. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 12 funds |
Split 1 FOR, 4 AGAINST, 4 ABSTAIN |
| TARGET CORP. | June 12, 2024 | Shareholder proposal requesting a report on Target s partnerships with, charitable contributions to, and other support for certain organizations. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 12 funds |
Split 1 AGAINST, 2 ABSTAIN |
| TARGET CORP. | June 12, 2024 | Shareholder proposal requesting animal pain management reporting. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 12 funds |
Split 1 FOR, 4 AGAINST, 4 ABSTAIN |
| TARGET CORP. | June 12, 2024 | Shareholder proposal to establish wage policies. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 12 funds |
Split 1 FOR, 4 AGAINST, 4 ABSTAIN |
| TENET HEALTHCARE CORP. | May 22, 2024 | To report on risk mitigation regarding state restrictions for emergency abortions. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 12 funds |
Split 4 AGAINST, 7 ABSTAIN |
| TESLA INC. | June 13, 2024 | A stockholder proposal regarding adoption of a freedom of association and collective bargaining policy, if properly presented. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 14 funds |
Split 2 FOR, 5 AGAINST, 12 ABSTAIN |
| TESLA INC. | June 13, 2024 | A stockholder proposal regarding annual reporting on anti-harassment and discrimination efforts, if properly presented. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | FOR 14 funds |
Split 5 FOR, 2 AGAINST, 12 ABSTAIN |
| TESLA INC. | June 13, 2024 | A stockholder proposal regarding committing to a moratorium on sourcing minerals from deep sea mining, if properly presented. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 14 funds |
Split 1 FOR, 6 AGAINST, 12 ABSTAIN |
| TESLA INC. | June 13, 2024 | A stockholder proposal regarding reporting on effects and risks associated with electromagnetic radiation and wireless technologies, if properly presented. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 14 funds |
Split 7 AGAINST, 12 ABSTAIN |
| TEXAS INSTRUMENTS INC. | April 25, 2024 | Stockholder proposal to report on due diligence efforts to identify risks associated with product misuse. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 14 funds |
Split 9 AGAINST, 5 ABSTAIN |
| TEXAS ROADHOUSE INC. | May 16, 2024 | An Advisory Vote on a Shareholder Proposal Regarding the Issuance of a Climate Report. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 11 funds |
Split 1 FOR, 7 AGAINST, 4 ABSTAIN |
| THE TIMKEN COMPANY | May 3, 2024 | Consideration of a shareholder proposal requesting that The Timken Company adopt independently-verified short- and medium-term science-based greenhouse gas emissions reduction targets, inclusive of emissions from its full value chain, in order to achieve net-zero emissions by 2050 in line with the Paris Agreement's goal of limiting global temperature rise to 1.5 degrees Celsius Environment or Climate |
Shareholder (E&S) | Against | AGAINST 11 funds |
Split 2 FOR, 1 AGAINST, 4 ABSTAIN |
| THE TJX COMPANIES, INC. | June 4, 2024 | Shareholder proposal for a report on effectiveness of social compliance efforts in TJX's supply chain Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 15 funds |
Split 1 FOR, 6 AGAINST, 9 ABSTAIN |
| THE TRAVELERS COMPANIES, INC. | May 15, 2024 | Shareholder proposal relating to CEO pay ratio and executive compensation, if presented at the Annual Meeting of Shareholders Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 12 funds |
Split 4 AGAINST, 7 ABSTAIN |
| THE TRAVELERS COMPANIES, INC. | May 15, 2024 | Shareholder proposal relating to GHG emissions, if presented at the Annual Meeting of Shareholders Environment or Climate |
Shareholder (E&S) | Against | AGAINST 12 funds |
Split 4 AGAINST, 7 ABSTAIN |
| THE TRAVELERS COMPANIES, INC. | May 15, 2024 | Shareholder proposal relating to a report on methane in the energy sector, if presented at the Annual Meeting of Shareholders Environment or Climate |
Shareholder (E&S) | Against | AGAINST 12 funds |
Split 4 AGAINST, 7 ABSTAIN |
| THE TRAVELERS COMPANIES, INC. | May 15, 2024 | Shareholder proposal relating to human rights risks in underwriting, if presented at the Annual Meeting of Shareholders Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 12 funds |
Split 4 AGAINST, 7 ABSTAIN |
| THE WALT DISNEY COMPANY | April 3, 2024 | Shareholder Proposal, if properly presented, requesting a gender transitioning compensation and benefits report. Other Social Issues |
Shareholder (E&S) | Contested | AGAINST 12 funds |
Split 1 AGAINST, 1 ABSTAIN |
| THE WALT DISNEY COMPANY | April 3, 2024 | Shareholder Proposal, if properly presented, requesting a political expenditures report. Other Social Issues |
Shareholder (E&S) | Contested | AGAINST 12 funds |
Split 1 FOR, 1 ABSTAIN |
| THE WALT DISNEY COMPANY | April 3, 2024 | Shareholder Proposal, if properly presented, requesting publication of recipients of charitable contributions. Other Social Issues |
Shareholder (E&S) | Contested | AGAINST 12 funds |
Split 1 AGAINST, 1 ABSTAIN |
| THE WENDY'S COMPANY | May 21, 2024 | Stockholder proposal regarding cage-free eggs, if properly presented at the Annual Meeting. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 10 funds |
Split 3 FOR, 3 ABSTAIN |
| THE WENDY'S COMPANY | May 21, 2024 | Stockholder proposal requesting a racial equity audit, if properly presented at the Annual Meeting Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 10 funds |
Split 3 AGAINST, 3 ABSTAIN |
| TRUIST FINANCIAL CORP. | April 23, 2024 | Shareholder proposal regarding a report on Board oversight of risks related to discrimination, if properly presented at the Annual Meeting. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 13 funds |
Split 1 FOR, 2 AGAINST, 3 ABSTAIN |
| TRUIST FINANCIAL CORP. | April 23, 2024 | Shareholder proposal regarding an annual report on lobbying activities, if properly presented at the Annual Meeting. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 13 funds |
Split 2 FOR, 1 AGAINST, 3 ABSTAIN |
| TYSON FOODS INC. | February 8, 2024 | Shareholder proposal regarding a circular economy for packaging. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 14 funds |
Split 5 AGAINST, 6 ABSTAIN |
| TYSON FOODS INC. | February 8, 2024 | Shareholder proposal regarding corporate climate lobbying. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 14 funds |
Split 3 FOR, 2 AGAINST, 6 ABSTAIN |
| TYSON FOODS INC. | February 8, 2024 | Shareholder proposal regarding deforestation-free supply chains. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 14 funds |
Split 5 AGAINST, 6 ABSTAIN |
| UBER TECHNOLOGIES INC. | May 6, 2024 | Stockholder proposal to prepare an independent third-party audit on Driver health and safety. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 13 funds |
Split 6 AGAINST, 10 ABSTAIN |
| UNITED PARCEL SERVICE INC. | May 2, 2024 | To prepare a report on the risks arising from voluntary carbon-reduction commitments. Environment or Climate |
Shareholder (E&S) | Not determined | AGAINST 15 funds |
Split 1 FOR, 4 AGAINST, 7 ABSTAIN |
| UNITED PARCEL SERVICE INC. | May 2, 2024 | To prepare an annual report on the effectiveness of UPS's diversity, equity and inclusion efforts. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Not determined | AGAINST 15 funds |
Split 2 FOR, 3 AGAINST, 7 ABSTAIN |
| UNITEDHEALTH GROUP INC. | June 3, 2024 | If properly presented at the 2024 Annual Meeting of Shareholders, the shareholder proposal requiring a political contributions congruency report. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 17 funds |
Split 2 FOR, 8 AGAINST, 9 ABSTAIN |
| VERIZON COMMUNICATIONS INC. | May 9, 2024 | Civil liberties in digital services Environment or Climate |
Shareholder (E&S) | Not determined | AGAINST 14 funds |
Split 4 AGAINST, 6 ABSTAIN |
| VERIZON COMMUNICATIONS INC. | May 9, 2024 | Lead-sheathed cable report Environment or Climate |
Shareholder (E&S) | Not determined | AGAINST 14 funds |
Split 4 AGAINST, 6 ABSTAIN |
| VERIZON COMMUNICATIONS INC. | May 9, 2024 | Lobbying activities report Other Social Issues |
Shareholder (E&S) | Not determined | AGAINST 14 funds |
Split 1 FOR, 3 AGAINST, 6 ABSTAIN |
| VERIZON COMMUNICATIONS INC. | May 9, 2024 | Political expenditures misalignment Other Social Issues |
Shareholder (E&S) | Not determined | AGAINST 14 funds |
Split 1 FOR, 3 AGAINST, 6 ABSTAIN |
| VERIZON COMMUNICATIONS INC. | May 9, 2024 | Prohibit political contributions study Other Social Issues |
Shareholder (E&S) | Not determined | AGAINST 14 funds |
Split 4 AGAINST, 6 ABSTAIN |
| VERTEX PHARMACEUTICALS INC. | May 15, 2024 | Shareholder proposal, if properly presented at the meeting, regarding a report on racial and gender pay gaps. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 15 funds |
Split 2 FOR, 6 AGAINST, 9 ABSTAIN |
| WALGREENS BOOTS ALLIANCE INC. | January 25, 2024 | Stockholder proposal requesting a living wage policy. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 13 funds |
Split 1 FOR, 1 AGAINST, 6 ABSTAIN |
| WALGREENS BOOTS ALLIANCE INC. | January 25, 2024 | Stockholder proposal requesting a report on cigarette waste. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 13 funds |
Split 2 AGAINST, 6 ABSTAIN |
| WALGREENS BOOTS ALLIANCE INC. | January 25, 2024 | Stockholder proposal requesting a report on the risks of reproductive healthcare legislation. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 13 funds |
Split 1 FOR, 1 AGAINST, 6 ABSTAIN |
| WALGREENS BOOTS ALLIANCE INC. | January 25, 2024 | Stockholder proposal requesting an EEO policy risk report. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 13 funds |
Split 2 AGAINST, 6 ABSTAIN |
| WALMART INC. | June 5, 2024 | Corporate Financial Sustainability Report. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 14 funds |
Split 1 AGAINST, 8 ABSTAIN |
| WALMART INC. | June 5, 2024 | Human Rights Impact Assessments. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 14 funds |
Split 1 FOR, 8 ABSTAIN |
| WALMART INC. | June 5, 2024 | Publication of Targets for Transitioning from Gestation Crates in Pork Supply Chain Other Social Issues |
Shareholder (E&S) | Against | AGAINST 14 funds |
Split 2 FOR, 1 AGAINST, 10 ABSTAIN |
| WALMART INC. | June 5, 2024 | Racial Equity Audit. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | FOR 14 funds |
Split 1 FOR, 8 ABSTAIN |
| WALMART INC. | June 5, 2024 | Report on Respecting Workforce Civil Liberties. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 14 funds |
Split 1 AGAINST, 8 ABSTAIN |
| WALMART INC. | June 5, 2024 | Set Compensation that Optimizes Portfolio Value for Company Shareholders. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 14 funds |
Split 1 FOR, 8 ABSTAIN |
| WALMART INC. | June 5, 2024 | Workplace Safety & Violence Review. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | FOR 14 funds |
Split 1 FOR, 8 ABSTAIN |
| WARNER BROS. DISCOVERY INC. | June 3, 2024 | To vote on a stockholder proposal entitled, Corporate Financial Sustainability , if properly presented. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 13 funds |
Split 1 AGAINST, 6 ABSTAIN |
| WARNER BROS. DISCOVERY INC. | June 3, 2024 | To vote on a stockholder proposal entitled, Report on Use of AI , if properly presented. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 13 funds |
Split 1 AGAINST, 6 ABSTAIN |
| WELLS FARGO & CO. | April 30, 2024 | Shareholder Proposal - Annual Climate Lobbying Congruency Report. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 12 funds |
Split 2 FOR, 4 AGAINST, 5 ABSTAIN |
| WELLS FARGO & CO. | April 30, 2024 | Shareholder Proposal - Annual Report on Congruency of Political Spending and Corporate Values. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 12 funds |
Split 2 FOR, 5 AGAINST, 5 ABSTAIN |
| WELLS FARGO & CO. | April 30, 2024 | Shareholder Proposal - Annual Report on Prevention of Workplace Harassment and Discrimination. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 12 funds |
Split 2 FOR, 5 AGAINST, 5 ABSTAIN |
| WELLS FARGO & CO. | April 30, 2024 | Shareholder Proposal - Audit of Climate Transition Policies. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 12 funds |
Split 6 AGAINST, 5 ABSTAIN |
| WELLS FARGO & CO. | April 30, 2024 | Shareholder Proposal - Report on Respecting Indigenous Peoples Rights. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 12 funds |
Split 3 AGAINST, 2 ABSTAIN |
| WELLS FARGO & CO. | April 30, 2024 | Shareholder Proposal - Report on Risks of Politicized De-Banking. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 12 funds |
Split 6 AGAINST, 5 ABSTAIN |
| WELLS FARGO & CO. | April 30, 2024 | Shareholder Proposal - Third-Party Assessment of Respect for Freedom of Association and Collective Bargaining. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 12 funds |
Split 2 FOR, 5 AGAINST, 5 ABSTAIN |
| WELLS FARGO & CO. | April 30, 2024 | Shareholder Proposal - Transparency in Lobbying Annual Report. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 12 funds |
Split 2 FOR, 4 AGAINST, 5 ABSTAIN |
| WESTERN ALLIANCE BANCORPORATION | June 12, 2024 | Shareholder proposal requesting a report on risks of politicized de-banking. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 12 funds |
Split 1 AGAINST, 2 ABSTAIN |
| WESTLAKE CORP. | May 9, 2024 | A stockholder proposal regarding the preparation of a report on reducing plastic pollution of the oceans. Environment or Climate |
Shareholder (E&S) | Not determined | AGAINST 12 funds |
Split 2 FOR, 4 ABSTAIN |
| WINGSTOP INC. | May 23, 2024 | Vote on a stockholder proposal regarding greenhouse gas emissions reporting and goals, if properly presented at the Annual Meeting of Stockholders; and Environment or Climate |
Shareholder (E&S) | Against | FOR 11 funds |
Split 1 FOR, 2 AGAINST, 8 ABSTAIN |
| YUM! BRANDS INC. | May 16, 2024 | Shareholder Proposal Regarding Adoption of a Policy on the Use of Medically Important Antimicrobials in Food-Producing Animals. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 14 funds |
Split 1 FOR, 4 AGAINST, 8 ABSTAIN |
| ZIONS BANCORPORATION, N.A | April 26, 2024 | Shareholder proposal requesting a report on risks of politicized de-banking. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 15 funds |
Split 1 AGAINST, 4 ABSTAIN |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 18, 2026 from SEC Form N-PX filings.