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 |
|---|---|---|---|---|---|---|
| AMAZON.COM INC. | May 22, 2024 | Election Of Director: Wendell P. Weeks Director Elections |
Board | For | FOR 14 funds |
Split 5 FOR, 9 ABSTAIN |
| AMAZON.COM INC. | May 22, 2024 | RATIFICATION OF THE APPOINTMENT OF ERNST & YOUNG LLP AS INDEPENDENT AUDITORS Audit-related |
Board | For | FOR 14 funds |
Split 18 FOR, 1 AGAINST, 9 ABSTAIN |
| AMBARELLA INC. | June 12, 2024 | To approve an amendment and restatement of the Ambarella, Inc. 2021 Equity Incentive Plan. Compensation |
Board | For | AGAINST 5 funds |
Split 2 AGAINST, 1 ABSTAIN |
| AMBARELLA INC. | June 12, 2024 | To approve on a non-binding, advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 6 funds |
Split 2 FOR, 1 ABSTAIN |
| AMBARELLA INC. | June 12, 2024 | To ratify the appointment of PricewaterhouseCoopers LLP as our independent registered public accounting firm for the fiscal year ending Janua 31, 2025. Audit-related |
Board | For | FOR 5 funds |
Split 2 FOR, 1 ABSTAIN |
| AMC NETWORKS INC. | June 12, 2024 | Ratification of the appointment of KPMG LLP as our independent registered public accounting firm for 2024 Audit-related |
Board | For | FOR 7 funds |
Split 3 FOR, 1 ABSTAIN |
| AMCOR PLC | November 8, 2023 | Election of Director: Achal Agarwal Director Elections |
Board | For | FOR 11 funds |
Split 1 FOR, 3 ABSTAIN |
| AMCOR PLC | November 8, 2023 | Election of Director: Andrea Bertone Director Elections |
Board | For | FOR 11 funds |
Split 1 FOR, 3 ABSTAIN |
| AMCOR PLC | November 8, 2023 | Election of Director: Arun Nayar Director Elections |
Board | For | FOR 11 funds |
Split 1 FOR, 3 ABSTAIN |
| AMCOR PLC | November 8, 2023 | Election of Director: David Szczupak Director Elections |
Board | For | FOR 11 funds |
Split 1 FOR, 3 ABSTAIN |
| AMCOR PLC | November 8, 2023 | Election of Director: Graeme Liebelt Director Elections |
Board | For | FOR 11 funds |
Split 1 FOR, 3 ABSTAIN |
| AMCOR PLC | November 8, 2023 | Election of Director: Karen Guerra Director Elections |
Board | For | FOR 11 funds |
Split 1 FOR, 3 ABSTAIN |
| AMCOR PLC | November 8, 2023 | Election of Director: Lucrece Foufopoulos-De Ridder Director Elections |
Board | For | FOR 11 funds |
Split 1 FOR, 3 ABSTAIN |
| AMCOR PLC | November 8, 2023 | Election of Director: Nicholas (Tom) Long Director Elections |
Board | For | FOR 11 funds |
Split 1 FOR, 3 ABSTAIN |
| AMCOR PLC | November 8, 2023 | Election of Director: Susan Carter Director Elections |
Board | For | FOR 11 funds |
Split 1 FOR, 3 ABSTAIN |
| AMCOR PLC | November 8, 2023 | Ratification of PricewaterhouseCoopers AG as our independent registered public accounting firm for fiscal year 2024. Audit-related |
Board | For | FOR 11 funds |
Split 4 FOR, 3 ABSTAIN |
| AMCOR PLC | November 8, 2023 | To approve, by non-binding, advisory vote, the Company's executive compensation. Say-on-Pay |
Board | For | FOR 12 funds |
Split 4 FOR, 3 ABSTAIN |
| AMDOCS LTD. | February 2, 2024 | ELECTION OF DIRECTORS: Adrian Gardner Director Elections |
Board | For | FOR 7 funds |
Split 5 FOR, 5 ABSTAIN |
| AMDOCS LTD. | February 2, 2024 | ELECTION OF DIRECTORS: Amos Genish Director Elections |
Board | For | FOR 7 funds |
Split 5 FOR, 5 ABSTAIN |
| AMDOCS LTD. | February 2, 2024 | ELECTION OF DIRECTORS: Eli Gelman Director Elections |
Board | For | FOR 7 funds |
Split 5 FOR, 5 ABSTAIN |
| AMDOCS LTD. | February 2, 2024 | ELECTION OF DIRECTORS: John A. MacDonald Director Elections |
Board | For | FOR 7 funds |
Split 5 FOR, 5 ABSTAIN |
| AMDOCS LTD. | February 2, 2024 | ELECTION OF DIRECTORS: Rafael de la Vega Director Elections |
Board | For | FOR 7 funds |
Split 5 FOR, 5 ABSTAIN |
| AMDOCS LTD. | February 2, 2024 | ELECTION OF DIRECTORS: Richard T.C. LeFave Director Elections |
Board | For | FOR 7 funds |
Split 5 FOR, 5 ABSTAIN |
| AMDOCS LTD. | February 2, 2024 | ELECTION OF DIRECTORS: Robert A. Minicucci Director Elections |
Board | For | FOR 7 funds |
Split 3 FOR, 2 AGAINST, 5 ABSTAIN |
| AMDOCS LTD. | February 2, 2024 | ELECTION OF DIRECTORS: Sarah Ruth Davis Director Elections |
Board | For | FOR 7 funds |
Split 5 FOR, 5 ABSTAIN |
| AMDOCS LTD. | February 2, 2024 | ELECTION OF DIRECTORS: Shuky Sheffer Director Elections |
Board | For | FOR 7 funds |
Split 5 FOR, 5 ABSTAIN |
| AMDOCS LTD. | February 2, 2024 | ELECTION OF DIRECTORS: Yvette Kanouff Director Elections |
Board | For | FOR 7 funds |
Split 5 FOR, 5 ABSTAIN |
| AMDOCS LTD. | February 2, 2024 | To approve an amendment to the Amdocs Limited 1998 Stock Option and Incentive Plan increasing the number of shares authorized for issuance under the plan and the sublimit on "full value" awards under the plan, in each case, by 3,000,000 shares Compensation |
Board | For | FOR 7 funds |
Split 5 FOR, 5 ABSTAIN |
| AMDOCS LTD. | February 2, 2024 | To approve an increase in the dividend rate under our quarterly cash dividend program from $0.435 per share to $0.479 per share Capital Structure |
Board | For | FOR 7 funds |
Split 5 FOR, 5 ABSTAIN |
| AMDOCS LTD. | February 2, 2024 | To ratify and approve the appointment of Ernst & Young LLP as our independent registered public accounting firm for the fiscal year ending September 30, 2024, and until the next annual general meeting, and authorize the Audit Committee of the Board of Directors to fix the remuneration of such independent registered public accounting firm in accordance with the nature and extent of its services Audit-related |
Board | For | FOR 7 funds |
Split 5 FOR, 5 ABSTAIN |
| AMEDISYS INC. | September 8, 2023 | To approve, on a non-binding advisory basis, the compensation that may be paid or become payable to Amedisys named executive officers that is based on or otherwise relates to the transactions contemplated by the Merger Agreement. Say-on-Pay |
Board | For | FOR 10 funds |
Split 2 FOR, 1 AGAINST, 1 ABSTAIN |
| AMERICAN AIRLINES GROUP INC. | June 5, 2024 | Advisory vote to approve executive compensation (Say-on-Pay) Say-on-Pay |
Board | For | FOR 16 funds |
Split 4 AGAINST, 5 ABSTAIN |
| AMERICAN AIRLINES GROUP INC. | June 5, 2024 | Election of 11 directors to serve until the 2025 Annual Meeting of Stockholders of American Airlines Group Inc. and until their respective successors have been duly elected and qualified: Adriane Brown Director Elections |
Board | For | FOR 15 funds |
Split 4 FOR, 5 ABSTAIN |
| AMERICAN AIRLINES GROUP INC. | June 5, 2024 | Ratification of the appointment of KPMG LLP as the independent registered public accounting firm of American Airlines Group Inc. for the fiscal year ending December 31, 2024 Audit-related |
Board | For | FOR 15 funds |
Split 4 FOR, 5 ABSTAIN |
| AMERICAN ASSETS TRUST INC. | June 3, 2024 | An advisory resolution to approve our executive compensation for the fiscal year ended December 31, 2023. Say-on-Pay |
Board | For | FOR 12 funds |
Split 6 FOR, 1 ABSTAIN |
| AMERICAN ASSETS TRUST INC. | June 3, 2024 | The ratification of the appointment of Ernst & Young LLP as our independent registered public accounting firm for the fiscal year ending December 31, 2024. Audit-related |
Board | For | FOR 11 funds |
Split 6 FOR, 1 ABSTAIN |
| AMERICAN ELECTRIC POWER COMPANY INC. | April 23, 2024 | Election of Director: Art A. Garcia Director Elections |
Board | For | FOR 12 funds |
Split 1 FOR, 3 ABSTAIN |
| AMERICAN ELECTRIC POWER COMPANY INC. | April 23, 2024 | Election of Director: Ben Fowke Director Elections |
Board | For | FOR 12 funds |
Split 1 FOR, 3 ABSTAIN |
| AMERICAN ELECTRIC POWER COMPANY INC. | April 23, 2024 | Election of Director: Daniel G. Stoddard Director Elections |
Board | For | FOR 12 funds |
Split 1 FOR, 3 ABSTAIN |
| AMERICAN ELECTRIC POWER COMPANY INC. | April 23, 2024 | Election of Director: Daryl Roberts Director Elections |
Board | For | FOR 12 funds |
Split 1 FOR, 3 ABSTAIN |
| AMERICAN ELECTRIC POWER COMPANY INC. | April 23, 2024 | Election of Director: Donna A. James Director Elections |
Board | For | FOR 12 funds |
Split 1 FOR, 3 ABSTAIN |
| AMERICAN ELECTRIC POWER COMPANY INC. | April 23, 2024 | Election of Director: Henry P. Linginfelter Director Elections |
Board | For | FOR 12 funds |
Split 1 FOR, 3 ABSTAIN |
| AMERICAN ELECTRIC POWER COMPANY INC. | April 23, 2024 | Election of Director: Hunter C. Gary Director Elections |
Board | For | FOR 12 funds |
Split 1 FOR, 3 ABSTAIN |
| AMERICAN ELECTRIC POWER COMPANY INC. | April 23, 2024 | Election of Director: Lewis Von Thaer Director Elections |
Board | For | FOR 12 funds |
Split 1 FOR, 3 ABSTAIN |
| AMERICAN ELECTRIC POWER COMPANY INC. | April 23, 2024 | Election of Director: Linda A. Goodspeed Director Elections |
Board | For | FOR 12 funds |
Split 1 FOR, 3 ABSTAIN |
| AMERICAN ELECTRIC POWER COMPANY INC. | April 23, 2024 | Election of Director: Margaret M. McCarthy Director Elections |
Board | For | FOR 12 funds |
Split 1 FOR, 3 ABSTAIN |
| AMERICAN ELECTRIC POWER COMPANY INC. | April 23, 2024 | Election of Director: Sandra Beach Lin Director Elections |
Board | For | FOR 12 funds |
Split 1 FOR, 3 ABSTAIN |
| AMERICAN ELECTRIC POWER COMPANY INC. | April 23, 2024 | Election of Director: Sara Martinez Tucker Director Elections |
Board | For | FOR 12 funds |
Split 1 FOR, 3 ABSTAIN |
| AMERICAN EQUITY INVESTMENT LIFE HLDG CO. | November 10, 2023 | The Compensation Proposal - To approve, on an advisory (non-binding) basis, certain merger-related executive officer compensation that may be paid or become payable to AEL's named executive officers in connection with the Merger. Say-on-Pay |
Board | For | AGAINST 10 funds |
Split 5 AGAINST, 1 ABSTAIN |
| AMERICAN EXPRESS CO. | May 6, 2024 | Approval of the Second Amended and Restated American Express Company 2016 Incentive Compensation Plan. Compensation |
Board | For | FOR 13 funds |
Split 10 FOR, 1 ABSTAIN |
| AMERICAN EXPRESS CO. | May 6, 2024 | Approval, on an advisory basis, of the Companys executive compensation. Say-on-Pay |
Board | For | FOR 16 funds |
Split 4 FOR, 1 ABSTAIN |
| AMERICAN EXPRESS CO. | May 6, 2024 | Ratification of appointment of PricewaterhouseCoopers LLP as independent registered public accounting firm for 2024. Audit-related |
Board | For | FOR 13 funds |
Split 10 FOR, 1 ABSTAIN |
| AMERICAN FINANCIAL GROUP INC. | May 23, 2024 | Advisory vote on compensation of named executive officers. Say-on-Pay |
Board | For | FOR 13 funds |
Split 3 FOR, 3 ABSTAIN |
| AMERICAN FINANCIAL GROUP INC. | May 23, 2024 | Approval of the Amended and Restated 2015 Stock Incentive Plan. Compensation |
Board | For | FOR 12 funds |
Split 3 FOR, 3 ABSTAIN |
| AMERICAN FINANCIAL GROUP INC. | May 23, 2024 | Proposal to ratify the Audit Committee's appointment of Ernst & Young LLP as the Company's Independent Registered Public Accounting Firm for 2024. Audit-related |
Board | For | FOR 12 funds |
Split 3 FOR, 3 ABSTAIN |
| AMERICAN HOMES 4 RENT | May 10, 2024 | Election of Trustees: David Goldberg Director Elections |
Board | For | FOR 15 funds |
Split 3 FOR, 2 ABSTAIN |
| AMERICAN HOMES 4 RENT | May 10, 2024 | Election of Trustees: David P. Singelyn Director Elections |
Board | For | FOR 15 funds |
Split 3 FOR, 2 ABSTAIN |
| AMERICAN HOMES 4 RENT | May 10, 2024 | Election of Trustees: Douglas N. Benham Director Elections |
Board | For | FOR 15 funds |
Split 3 FOR, 2 ABSTAIN |
| AMERICAN HOMES 4 RENT | May 10, 2024 | Election of Trustees: Jack Corrigan Director Elections |
Board | For | FOR 15 funds |
Split 3 FOR, 2 ABSTAIN |
| AMERICAN HOMES 4 RENT | May 10, 2024 | Election of Trustees: James H. Kropp Director Elections |
Board | For | FOR 15 funds |
Split 3 FOR, 2 ABSTAIN |
| AMERICAN HOMES 4 RENT | May 10, 2024 | Election of Trustees: Jay Willoughby Director Elections |
Board | For | FOR 15 funds |
Split 3 FOR, 2 ABSTAIN |
| AMERICAN HOMES 4 RENT | May 10, 2024 | Election of Trustees: Lynn C. Swann Director Elections |
Board | For | FOR 15 funds |
Split 3 FOR, 2 ABSTAIN |
| AMERICAN HOMES 4 RENT | May 10, 2024 | Election of Trustees: Matthew J. Hart Director Elections |
Board | For | FOR 15 funds |
Split 3 FOR, 2 ABSTAIN |
| AMERICAN HOMES 4 RENT | May 10, 2024 | Election of Trustees: Matthew R. Zaist Director Elections |
Board | For | FOR 15 funds |
Split 3 FOR, 2 ABSTAIN |
| AMERICAN HOMES 4 RENT | May 10, 2024 | Election of Trustees: Michelle C. Kerrick Director Elections |
Board | For | FOR 15 funds |
Split 3 FOR, 2 ABSTAIN |
| AMERICAN HOMES 4 RENT | May 10, 2024 | Election of Trustees: Tamara H. Gustavson Director Elections |
Board | For | FOR 15 funds |
Split 3 FOR, 2 ABSTAIN |
| AMERICAN HOMES 4 RENT | May 10, 2024 | Election of Trustees: Winifred M. Webb Director Elections |
Board | For | FOR 15 funds |
Split 3 FOR, 2 ABSTAIN |
| AMERICAN INTERNATIONAL GROUP INC. | May 15, 2024 | Advisory Vote to Approve Named Executive Officer Compensation. Say-on-Pay |
Board | For | AGAINST 14 funds |
Split 2 FOR, 5 AGAINST, 2 ABSTAIN |
| AMERICAN INTERNATIONAL GROUP INC. | May 15, 2024 | Election Of Director: Diana M. Murphy Director Elections |
Board | For | FOR 12 funds |
Split 4 FOR, 2 ABSTAIN |
| AMERICAN INTERNATIONAL GROUP INC. | May 15, 2024 | Election Of Director: James (Jimmy) Dunne III Director Elections |
Board | For | FOR 12 funds |
Split 3 FOR, 2 ABSTAIN |
| AMERICAN INTERNATIONAL GROUP INC. | May 15, 2024 | Election Of Director: James Cole, Jr. Director Elections |
Board | For | FOR 12 funds |
Split 4 FOR, 2 ABSTAIN |
| AMERICAN INTERNATIONAL GROUP INC. | May 15, 2024 | Election Of Director: John (Chris) Inglis Director Elections |
Board | For | FOR 12 funds |
Split 4 FOR, 2 ABSTAIN |
| AMERICAN INTERNATIONAL GROUP INC. | May 15, 2024 | Election Of Director: John G. Rice Director Elections |
Board | For | FOR 12 funds |
Split 4 FOR, 2 ABSTAIN |
| AMERICAN INTERNATIONAL GROUP INC. | May 15, 2024 | Election Of Director: Linda A. Mills Director Elections |
Board | For | AGAINST 12 funds |
Split 4 AGAINST, 2 ABSTAIN |
| AMERICAN INTERNATIONAL GROUP INC. | May 15, 2024 | Election Of Director: Paola Bergamaschi Director Elections |
Board | For | FOR 12 funds |
Split 4 FOR, 2 ABSTAIN |
| AMERICAN INTERNATIONAL GROUP INC. | May 15, 2024 | Election Of Director: Peter R. Porrino Director Elections |
Board | For | FOR 12 funds |
Split 4 FOR, 2 ABSTAIN |
| AMERICAN INTERNATIONAL GROUP INC. | May 15, 2024 | Election Of Director: Peter Zaffino Director Elections |
Board | For | FOR 12 funds |
Split 4 FOR, 2 ABSTAIN |
| AMERICAN INTERNATIONAL GROUP INC. | May 15, 2024 | Election Of Director: Vanessa A. Wittman Director Elections |
Board | For | FOR 12 funds |
Split 4 FOR, 2 ABSTAIN |
| AMERICAN INTERNATIONAL GROUP INC. | May 15, 2024 | Ratify Appointment Of Pricewaterhousecoopers LLPTo Serve As Independent Auditor For 2024. Audit-related |
Board | For | FOR 12 funds |
Split 2 FOR, 1 AGAINST, 2 ABSTAIN |
| AMERICAN STATES WATER CO. | May 21, 2024 | Advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 8 funds |
Split 5 FOR, 1 ABSTAIN |
| AMERICAN STATES WATER CO. | May 21, 2024 | To ratify the appointment of PricewaterhouseCoopers LLP as the independent registered public accounting firm. Audit-related |
Board | For | FOR 7 funds |
Split 6 FOR, 1 ABSTAIN |
| AMERICAN TOWER CORP. | May 22, 2024 | Election Of Director: Bruce L. Tanner Director Elections |
Board | For | FOR 15 funds |
Split 4 FOR, 1 ABSTAIN |
| AMERICAN TOWER CORP. | May 22, 2024 | Election Of Director: Craig Macnab Director Elections |
Board | For | FOR 15 funds |
Split 4 FOR, 1 ABSTAIN |
| AMERICAN TOWER CORP. | May 22, 2024 | Election Of Director: Grace D. Lieblein Director Elections |
Board | For | FOR 15 funds |
Split 4 FOR, 1 ABSTAIN |
| AMERICAN TOWER CORP. | May 22, 2024 | Election Of Director: Joann A. Reed Director Elections |
Board | For | FOR 15 funds |
Split 3 FOR, 1 ABSTAIN |
| AMERICAN TOWER CORP. | May 22, 2024 | Election Of Director: Kelly C. Chambliss Director Elections |
Board | For | FOR 15 funds |
Split 4 FOR, 1 ABSTAIN |
| AMERICAN TOWER CORP. | May 22, 2024 | Election Of Director: Kenneth R. Frank Director Elections |
Board | For | FOR 15 funds |
Split 4 FOR, 1 ABSTAIN |
| AMERICAN TOWER CORP. | May 22, 2024 | Election Of Director: Neville R. Ray Director Elections |
Board | For | FOR 15 funds |
Split 4 FOR, 1 ABSTAIN |
| AMERICAN TOWER CORP. | May 22, 2024 | Election Of Director: Pamela D. A. Reeve Director Elections |
Board | For | FOR 15 funds |
Split 4 FOR, 1 ABSTAIN |
| AMERICAN TOWER CORP. | May 22, 2024 | Election Of Director: Robert D. Hormats Director Elections |
Board | For | FOR 15 funds |
Split 4 FOR, 1 ABSTAIN |
| AMERICAN TOWER CORP. | May 22, 2024 | Election Of Director: Steven O. Vondran Director Elections |
Board | For | FOR 15 funds |
Split 4 FOR, 1 ABSTAIN |
| AMERICAN TOWER CORP. | May 22, 2024 | Election Of Director: Teresa H. Clarke Director Elections |
Board | For | FOR 15 funds |
Split 4 FOR, 1 ABSTAIN |
| AMERICAN TOWER CORP. | May 22, 2024 | To approve, on an advisory basis, the Company's executive compensation. Say-on-Pay |
Board | For | FOR 18 funds |
Split 12 FOR, 1 ABSTAIN |
| AMERICAN TOWER CORP. | May 22, 2024 | To ratify the selection of Deloitte & Touche LLP as the Company's independent registered public accounting firm for 2024. Audit-related |
Board | For | FOR 15 funds |
Split 11 FOR, 1 AGAINST, 1 ABSTAIN |
| AMERICAN WATER WORKS CO INC. | May 15, 2024 | Approval, on an advisory basis, of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 15 funds |
Split 4 FOR, 2 ABSTAIN |
| AMERICAN WATER WORKS COMPANY INC. | May 15, 2024 | Election Of Director: Jeffrey N. Edwards Director Elections |
Board | For | FOR 13 funds |
Split 1 FOR, 2 ABSTAIN |
| AMERICAN WATER WORKS COMPANY INC. | May 15, 2024 | Election Of Director: Julia L. Johnson Director Elections |
Board | For | FOR 13 funds |
Split 1 FOR, 2 ABSTAIN |
| AMERICAN WATER WORKS COMPANY INC. | May 15, 2024 | Election Of Director: Karl F. Kurz Director Elections |
Board | For | FOR 13 funds |
Split 1 FOR, 2 ABSTAIN |
| AMERICAN WATER WORKS COMPANY INC. | May 15, 2024 | Election Of Director: Kimberly J. Harris Director Elections |
Board | For | FOR 13 funds |
Split 1 FOR, 2 ABSTAIN |
| AMERICAN WATER WORKS COMPANY INC. | May 15, 2024 | Election Of Director: Laurie P. Havanec Director Elections |
Board | For | FOR 13 funds |
Split 1 FOR, 2 ABSTAIN |
← Previous Page 5 of 100 Next →
How items are matched and positions counted: see the comparison table and the methodology. Built October 25, 2026 from SEC Form N-PX filings.