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 |
|---|---|---|---|---|---|---|
| AON PLC | June 21, 2024 | Election of Director: Lester B. Knight Director Elections |
Board | For | AGAINST 12 funds |
Split 2 FOR, 1 AGAINST, 2 ABSTAIN |
| AON PLC | June 21, 2024 | Election of Director: Richard C. Notebaert Director Elections |
Board | For | FOR 12 funds |
Split 2 FOR, 1 AGAINST, 2 ABSTAIN |
| AON PLC | June 21, 2024 | Election of Director: Sarah E. Smith Director Elections |
Board | For | FOR 12 funds |
Split 3 FOR, 2 ABSTAIN |
| AON PLC | June 21, 2024 | Ratify the appointment of Ernst & Young LLP as the Company s independent registered public accounting firm for the fiscal year ending December 31, 2024. Audit-related |
Board | For | FOR 12 funds |
Split 1 FOR, 1 AGAINST, 2 ABSTAIN |
| AON PLC | June 21, 2024 | Re-appoint Ernst & Young Chartered Accountants as the Company s statutory auditor under Irish Law. Audit-related |
Board | For | FOR 12 funds |
Split 1 FOR, 1 AGAINST, 2 ABSTAIN |
| APA CORP. | May 23, 2024 | Election of Director: Annell R. Bay Director Elections |
Board | For | FOR 16 funds |
Split 1 FOR, 2 ABSTAIN |
| APA CORP. | May 23, 2024 | Election of Director: Anya Weaving Director Elections |
Board | For | FOR 16 funds |
Split 1 FOR, 2 ABSTAIN |
| APA CORP. | May 23, 2024 | Election of Director: Chansoo Joung Director Elections |
Board | For | FOR 16 funds |
Split 1 FOR, 2 ABSTAIN |
| APA CORP. | May 23, 2024 | Election of Director: Charles W. Hooper Director Elections |
Board | For | FOR 16 funds |
Split 1 FOR, 2 ABSTAIN |
| APA CORP. | May 23, 2024 | Election of Director: David L. Stover Director Elections |
Board | For | FOR 16 funds |
Split 1 FOR, 2 ABSTAIN |
| APA CORP. | May 23, 2024 | Election of Director: H. Lamar McKay Director Elections |
Board | For | FOR 16 funds |
Split 1 FOR, 2 ABSTAIN |
| APA CORP. | May 23, 2024 | Election of Director: Juliet S. Ellis Director Elections |
Board | For | FOR 16 funds |
Split 1 FOR, 2 ABSTAIN |
| APA CORP. | May 23, 2024 | Election of Director: Matthew R. Bob Director Elections |
Board | For | FOR 16 funds |
Split 1 FOR, 2 ABSTAIN |
| APA CORP. | May 23, 2024 | Election of Director: Peter A. Ragauss Director Elections |
Board | For | FOR 16 funds |
Split 1 FOR, 2 ABSTAIN |
| APARTMENT INCOME REIT CORP. | September 15, 2023 | Advisory vote on executive compensation (Say on Pay). Say-on-Pay |
Board | For | FOR 16 funds |
Split 4 FOR, 2 ABSTAIN |
| APARTMENT INCOME REIT CORP. | September 15, 2023 | Election of Director: Ann Sperling Director Elections |
Board | For | FOR 15 funds |
Split 1 FOR, 2 ABSTAIN |
| APARTMENT INCOME REIT CORP. | September 15, 2023 | Election of Director: Devin I. Murphy Director Elections |
Board | For | AGAINST 15 funds |
Split 1 FOR, 2 ABSTAIN |
| APARTMENT INCOME REIT CORP. | September 15, 2023 | Election of Director: Margarita Palau-Hernandez Director Elections |
Board | For | FOR 15 funds |
Split 1 FOR, 2 ABSTAIN |
| APARTMENT INCOME REIT CORP. | September 15, 2023 | Election of Director: Nina A. Tran Director Elections |
Board | For | FOR 15 funds |
Split 1 FOR, 2 ABSTAIN |
| APARTMENT INCOME REIT CORP. | September 15, 2023 | Election of Director: Terry Considine Director Elections |
Board | For | FOR 15 funds |
Split 1 FOR, 2 ABSTAIN |
| APARTMENT INCOME REIT CORP. | September 15, 2023 | Election of Director: Thomas L. Keltner Director Elections |
Board | For | FOR 15 funds |
Split 1 FOR, 2 ABSTAIN |
| APARTMENT INCOME REIT CORP. | September 15, 2023 | Election of Director: Thomas N. Bohjalian Director Elections |
Board | For | FOR 15 funds |
Split 1 FOR, 2 ABSTAIN |
| APARTMENT INCOME REIT CORP. | September 15, 2023 | Ratification of the selection of Deloitte & Touche LLP, to serve as independent registered public accounting firm for the Company for the fiscal year ending December 31, 2023. Audit-related |
Board | For | FOR 15 funds |
Split 4 FOR, 2 ABSTAIN |
| APARTMENT INCOME REIT CORP. | June 25, 2024 | Proposal to approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to our principal executive officer, principal financial officer, and the three other most highly compensated executive officers calculated in accordance with the Securities and Exchange Commission's rules and regulations, that is based on or otherwise relates to the merger. Say-on-Pay |
Board | For | AGAINST 15 funds |
Split 2 FOR, 1 ABSTAIN |
| API GROUP CORP. | June 14, 2024 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 11 funds |
Split 9 FOR, 1 ABSTAIN |
| API GROUP CORP. | June 14, 2024 | To ratify the appointment of KPMG LLP as our independent registered public accounting firm for the 2024 fiscal year. Audit-related |
Board | For | FOR 10 funds |
Split 10 FOR, 1 ABSTAIN |
| APOGEE ENTERPRISES INC. | June 20, 2024 | ADVISORY VOTE TO RATIFY THE APPOINTMENT OF DELOITTE & TOUCHE LLP AS OUR INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM FOR THE FISCAL YEAR ENDING MARCH 1, 2025. Audit-related |
Board | For | FOR 7 funds |
Split 5 FOR, 1 ABSTAIN |
| APOGEE THERAPEUTICS INC. | June 5, 2024 | Ratification of the appointment of Ernst & Young LLP as the Company's independent registered public accounting firm for the year ending December 31, 2024. Audit-related |
Board | For | FOR 4 funds |
Split 1 FOR, 2 ABSTAIN |
| APOLLO COMMERCIAL REAL ESTATE FINANCE | June 7, 2024 | Approval, on an advisory basis, of the compensation of Apollo Commercial Real Estate Finance, Inc.'s named executive officers, as more fully described in the 2024 Proxy Statement. Say-on-Pay |
Board | For | FOR 8 funds |
Split 3 FOR, 1 ABSTAIN |
| APOLLO COMMERCIAL REAL ESTATE FINANCE | June 7, 2024 | Ratification of the appointment of Deloitte & Touche LLP as Apollo Commercial Real Estate Finance, Inc.'s independent registered public accounting firm for the 2024 fiscal year Audit-related |
Board | For | FOR 7 funds |
Split 3 FOR, 1 ABSTAIN |
| APOLLO GLOBAL MANAGEMENT INC. | October 6, 2023 | Advisory Vote To Approve The Compensation Of The Company S Named Executive Officers. Say-on-Pay |
Board | For | AGAINST 12 funds |
Split 1 AGAINST, 1 ABSTAIN |
| APOLLO GLOBAL MANAGEMENT INC. | October 6, 2023 | Election of Directors : Alvin B. Krongard Director Elections |
Board | For | FOR 11 funds |
Split 1 FOR, 1 ABSTAIN |
| APOLLO GLOBAL MANAGEMENT INC. | October 6, 2023 | Election of Directors : David Simon Director Elections |
Board | For | FOR 11 funds |
Split 1 FOR, 1 ABSTAIN |
| APOLLO GLOBAL MANAGEMENT INC. | October 6, 2023 | Election of Directors : James Belardi Director Elections |
Board | For | FOR 11 funds |
Split 1 FOR, 1 ABSTAIN |
| APOLLO GLOBAL MANAGEMENT INC. | October 6, 2023 | Election of Directors : James C. Zelter Director Elections |
Board | For | FOR 11 funds |
Split 1 FOR, 1 ABSTAIN |
| APOLLO GLOBAL MANAGEMENT INC. | October 6, 2023 | Election of Directors : Kerry Murphy Healey Director Elections |
Board | For | FOR 11 funds |
Split 1 FOR, 1 ABSTAIN |
| APOLLO GLOBAL MANAGEMENT INC. | October 6, 2023 | Election of Directors : Lynn C. Swann Director Elections |
Board | For | FOR 11 funds |
Split 1 FOR, 1 ABSTAIN |
| APOLLO GLOBAL MANAGEMENT INC. | October 6, 2023 | Election of Directors : M. Bibliowicz Director Elections |
Board | For | FOR 11 funds |
Split 1 FOR, 1 ABSTAIN |
| APOLLO GLOBAL MANAGEMENT INC. | October 6, 2023 | Election of Directors : Marc A. Beilinson Director Elections |
Board | For | FOR 11 funds |
Split 1 FOR, 1 ABSTAIN |
| APOLLO GLOBAL MANAGEMENT INC. | October 6, 2023 | Election of Directors : Marc Rowan Director Elections |
Board | For | FOR 11 funds |
Split 1 FOR, 1 ABSTAIN |
| APOLLO GLOBAL MANAGEMENT INC. | October 6, 2023 | Election of Directors : Michael E. Ducey Director Elections |
Board | For | FOR 11 funds |
Split 1 FOR, 1 ABSTAIN |
| APOLLO GLOBAL MANAGEMENT INC. | October 6, 2023 | Election of Directors : Mitra Hormozi Director Elections |
Board | For | FOR 11 funds |
Split 1 FOR, 1 ABSTAIN |
| APOLLO GLOBAL MANAGEMENT INC. | October 6, 2023 | Election of Directors : Pamela J. Joyner Director Elections |
Board | For | FOR 11 funds |
Split 1 FOR, 1 ABSTAIN |
| APOLLO GLOBAL MANAGEMENT INC. | October 6, 2023 | Election of Directors : Patrick Toomey Director Elections |
Board | For | FOR 11 funds |
Split 1 FOR, 1 ABSTAIN |
| APOLLO GLOBAL MANAGEMENT INC. | October 6, 2023 | Election of Directors : Pauline D.E. Richards Director Elections |
Board | For | FOR 11 funds |
Split 1 FOR, 1 ABSTAIN |
| APOLLO GLOBAL MANAGEMENT INC. | October 6, 2023 | Election of Directors : Scott M. Kleinman Director Elections |
Board | For | FOR 11 funds |
Split 1 FOR, 1 ABSTAIN |
| APOLLO GLOBAL MANAGEMENT INC. | October 6, 2023 | Election of Directors : Walter J. Clayton III Director Elections |
Board | For | FOR 11 funds |
Split 1 FOR, 1 ABSTAIN |
| APOLLO GLOBAL MANAGEMENT INC. | October 6, 2023 | Ratification Of Appointment Of Deloitte & Touche Llp As The Company S Independent Registered Public Accounting Firm For The Fiscal Year Ending December 31, 2023. Audit-related |
Board | For | FOR 11 funds |
Split 1 FOR, 1 ABSTAIN |
| APOLLO GLOBAL MANAGEMENT INC. | June 24, 2024 | ELECTION OF DIRECTORS: A.B. Krongard Director Elections |
Board | For | FOR 11 funds |
Split 5 FOR, 2 ABSTAIN |
| APOLLO GLOBAL MANAGEMENT INC. | June 24, 2024 | ELECTION OF DIRECTORS: David Simon Director Elections |
Board | For | FOR 11 funds |
Split 5 FOR, 2 ABSTAIN |
| APOLLO GLOBAL MANAGEMENT INC. | June 24, 2024 | ELECTION OF DIRECTORS: James Belardi Director Elections |
Board | For | FOR 11 funds |
Split 5 FOR, 2 ABSTAIN |
| APOLLO GLOBAL MANAGEMENT INC. | June 24, 2024 | ELECTION OF DIRECTORS: James Zelter Director Elections |
Board | For | FOR 11 funds |
Split 5 FOR, 2 ABSTAIN |
| APOLLO GLOBAL MANAGEMENT INC. | June 24, 2024 | ELECTION OF DIRECTORS: Jessica Bibliowicz Director Elections |
Board | For | FOR 11 funds |
Split 5 FOR, 2 ABSTAIN |
| APOLLO GLOBAL MANAGEMENT INC. | June 24, 2024 | ELECTION OF DIRECTORS: Kerry Murphy Healey Director Elections |
Board | For | FOR 11 funds |
Split 5 FOR, 2 ABSTAIN |
| APOLLO GLOBAL MANAGEMENT INC. | June 24, 2024 | ELECTION OF DIRECTORS: Lynn Swann Director Elections |
Board | For | FOR 11 funds |
Split 2 FOR, 3 AGAINST, 2 ABSTAIN |
| APOLLO GLOBAL MANAGEMENT INC. | June 24, 2024 | ELECTION OF DIRECTORS: Marc Beilinson Director Elections |
Board | For | FOR 11 funds |
Split 1 FOR, 4 AGAINST, 2 ABSTAIN |
| APOLLO GLOBAL MANAGEMENT INC. | June 24, 2024 | ELECTION OF DIRECTORS: Marc Rowan Director Elections |
Board | For | FOR 11 funds |
Split 5 FOR, 2 ABSTAIN |
| APOLLO GLOBAL MANAGEMENT INC. | June 24, 2024 | ELECTION OF DIRECTORS: Michael Ducey Director Elections |
Board | For | FOR 11 funds |
Split 5 FOR, 2 ABSTAIN |
| APOLLO GLOBAL MANAGEMENT INC. | June 24, 2024 | ELECTION OF DIRECTORS: Mitra Hormozi Director Elections |
Board | For | FOR 11 funds |
Split 2 FOR, 3 AGAINST, 2 ABSTAIN |
| APOLLO GLOBAL MANAGEMENT INC. | June 24, 2024 | ELECTION OF DIRECTORS: Pamela Joyner Director Elections |
Board | For | FOR 11 funds |
Split 5 FOR, 2 ABSTAIN |
| APOLLO GLOBAL MANAGEMENT INC. | June 24, 2024 | ELECTION OF DIRECTORS: Patrick Toomey Director Elections |
Board | For | FOR 11 funds |
Split 5 FOR, 2 ABSTAIN |
| APOLLO GLOBAL MANAGEMENT INC. | June 24, 2024 | ELECTION OF DIRECTORS: Pauline Richards Director Elections |
Board | For | FOR 11 funds |
Split 5 FOR, 2 ABSTAIN |
| APOLLO GLOBAL MANAGEMENT INC. | June 24, 2024 | ELECTION OF DIRECTORS: Scott Kleinman Director Elections |
Board | For | FOR 11 funds |
Split 5 FOR, 2 ABSTAIN |
| APOLLO GLOBAL MANAGEMENT INC. | June 24, 2024 | ELECTION OF DIRECTORS: Walter (Jay) Clayton Director Elections |
Board | For | FOR 11 funds |
Split 5 FOR, 2 ABSTAIN |
| APOLLO GLOBAL MANAGEMENT INC. | June 24, 2024 | Ratification Of Appointment Of Deloitte & Touche Llp As The Company S Independent Registered Public Accounting Firm For The Fiscal Year Ending December 31, 2024. Audit-related |
Board | For | FOR 11 funds |
Split 2 FOR, 2 ABSTAIN |
| APPFOLIO INC. | June 14, 2024 | Ratification of the appointment of PricewaterhouseCoopers LLP as our independent registered public accounting firm for the fiscal year ending December 31, 2024. Audit-related |
Board | For | FOR 5 funds |
Split 5 FOR, 2 WITHHOLD |
| APPIAN CORP. | June 6, 2024 | To ratify the selection by the Audit Committee of the Board of Directors of BDO USA, P.C. as independent registered public accounting firm of the Company for its fiscal year ending December 31, 2024. Audit-related |
Board | For | FOR 4 funds |
Split 1 FOR, 1 ABSTAIN |
| APPLE HOSPITALITY REIT INC. | May 23, 2024 | Approval on an advisory basis of executive compensation paid by the Company. Say-on-Pay |
Board | For | FOR 11 funds |
Split 6 FOR, 1 ABSTAIN |
| APPLE INC. | February 28, 2024 | Advisory vote to approve executive compensation. Say-on-Pay |
Board | For | FOR 19 funds |
Split 3 FOR, 1 AGAINST, 9 ABSTAIN |
| APPLE INC. | February 28, 2024 | Election of Director: Alex Gorsky Director Elections |
Board | For | FOR 15 funds |
Split 5 FOR, 9 ABSTAIN |
| APPLE INC. | February 28, 2024 | Election of Director: Andrea Jung Director Elections |
Board | For | FOR 15 funds |
Split 5 FOR, 9 ABSTAIN |
| APPLE INC. | February 28, 2024 | Election of Director: Art Levinson Director Elections |
Board | For | FOR 15 funds |
Split 5 FOR, 9 ABSTAIN |
| APPLE INC. | February 28, 2024 | Election of Director: Monica Lozano Director Elections |
Board | For | FOR 15 funds |
Split 5 FOR, 9 ABSTAIN |
| APPLE INC. | February 28, 2024 | Election of Director: Ron Sugar Director Elections |
Board | For | FOR 15 funds |
Split 5 FOR, 9 ABSTAIN |
| APPLE INC. | February 28, 2024 | Election of Director: Sue Wagner Director Elections |
Board | For | FOR 15 funds |
Split 5 FOR, 9 ABSTAIN |
| APPLE INC. | February 28, 2024 | Election of Director: Tim Cook Director Elections |
Board | For | FOR 15 funds |
Split 5 FOR, 9 ABSTAIN |
| APPLE INC. | February 28, 2024 | Election of Director: Wanda Austin Director Elections |
Board | For | FOR 15 funds |
Split 5 FOR, 9 ABSTAIN |
| APPLE INC. | February 28, 2024 | Ratification of the appointment of Ernst & Young LLP as Apple s independent registered public accounting firm for fiscal 2024. Audit-related |
Board | For | FOR 15 funds |
Split 4 FOR, 9 ABSTAIN |
| APPLIED INDUSTRIAL TECHNOLOGIES INC. | October 24, 2023 | Say on Pay - To approve, through a nonbinding advisory vote, the compensation of Applied's named executive officers. Say-on-Pay |
Board | For | FOR 9 funds |
Split 5 FOR, 2 ABSTAIN |
| APPLIED MATERIALS INC. | March 7, 2024 | Approval, on an advisory basis, of the compensation of Applied Materials named executive officers for fiscal year 2023. Say-on-Pay |
Board | For | FOR 16 funds |
Split 1 AGAINST, 6 ABSTAIN |
| APPLIED MATERIALS INC. | March 7, 2024 | Election of Director: Aart J. de Geus Director Elections |
Board | For | FOR 13 funds |
Split 2 FOR, 6 ABSTAIN |
| APPLIED MATERIALS INC. | March 7, 2024 | Election of Director: Alexander A. Karsner Director Elections |
Board | For | FOR 13 funds |
Split 2 FOR, 6 ABSTAIN |
| APPLIED MATERIALS INC. | March 7, 2024 | Election of Director: Gary E. Dickerson Director Elections |
Board | For | FOR 13 funds |
Split 2 FOR, 6 ABSTAIN |
| APPLIED MATERIALS INC. | March 7, 2024 | Election of Director: Judy Bruner Director Elections |
Board | For | FOR 13 funds |
Split 2 FOR, 6 ABSTAIN |
| APPLIED MATERIALS INC. | March 7, 2024 | Election of Director: Kevin P. March Director Elections |
Board | For | FOR 13 funds |
Split 2 FOR, 6 ABSTAIN |
| APPLIED MATERIALS INC. | March 7, 2024 | Election of Director: Rani Borkar Director Elections |
Board | For | FOR 13 funds |
Split 2 FOR, 6 ABSTAIN |
| APPLIED MATERIALS INC. | March 7, 2024 | Election of Director: Scott A. McGregor Director Elections |
Board | For | FOR 13 funds |
Split 2 FOR, 6 ABSTAIN |
| APPLIED MATERIALS INC. | March 7, 2024 | Election of Director: Thomas J. Iannotti Director Elections |
Board | For | FOR 13 funds |
Split 2 FOR, 6 ABSTAIN |
| APPLIED MATERIALS INC. | March 7, 2024 | Election of Director: Xun (Eric) Chen Director Elections |
Board | For | FOR 13 funds |
Split 2 FOR, 6 ABSTAIN |
| APPLIED MATERIALS INC. | March 7, 2024 | Election of Director: Yvonne McGill Director Elections |
Board | For | FOR 13 funds |
Split 2 FOR, 6 ABSTAIN |
| APPLIED MATERIALS INC. | March 7, 2024 | Ratification of the appointment of KPMG LLP as Applied Materials independent registered public accounting firm for fiscal year 2024. Audit-related |
Board | For | FOR 13 funds |
Split 1 FOR, 6 ABSTAIN |
| APTARGROUP INC. | May 1, 2024 | Advisory vote to approve executive compensation. Say-on-Pay |
Board | For | FOR 13 funds |
Split 6 FOR, 1 ABSTAIN |
| APTARGROUP INC. | May 1, 2024 | Election of Director: Matt Trerotola Director Elections |
Board | For | FOR 12 funds |
Split 1 FOR, 1 ABSTAIN |
| APTARGROUP INC. | May 1, 2024 | Election of Director: Ralf K. Wunderlich Director Elections |
Board | For | FOR 12 funds |
Split 1 FOR, 1 ABSTAIN |
| APTARGROUP INC. | May 1, 2024 | Election of Director: Sarah Glickman Director Elections |
Board | For | AGAINST 12 funds |
Split 1 FOR, 1 ABSTAIN |
| APTARGROUP INC. | May 1, 2024 | Ratification of the appointment of PricewaterhouseCoopers LLP as the Independent Registered Public Accounting Firm for 2024. Audit-related |
Board | For | FOR 12 funds |
Split 6 FOR, 1 ABSTAIN |
| APTIV PLC | April 24, 2024 | Election of Directors: Ana G. Pinczuk Director Elections |
Board | For | FOR 13 funds |
Split 7 FOR, 3 ABSTAIN |
| APTIV PLC | April 24, 2024 | Election of Directors: Colin J. Parris Director Elections |
Board | For | FOR 13 funds |
Split 7 FOR, 3 ABSTAIN |
| APTIV PLC | April 24, 2024 | Election of Directors: Joseph L. Hooley Director Elections |
Board | For | FOR 13 funds |
Split 7 FOR, 3 ABSTAIN |
| APTIV PLC | April 24, 2024 | Election of Directors: Kevin P. Clark Director Elections |
Board | For | FOR 13 funds |
Split 7 FOR, 3 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.