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
1,045 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 |
|---|---|---|---|---|---|---|
| TYLER TECHNOLOGIES INC. | May 9, 2024 | Shareholder Proposal Regarding a Simple Majority Vote. Corporate Governance |
Other | Not determined | FOR 15 funds |
Split 6 FOR, 3 ABSTAIN |
| U-HAUL HOLDING CO. | August 17, 2023 | A proposal received from Company stockholder proponents to ratify and affirm the decisions and actions taken by the Board and executive officers of the Company with respect to U-Haul Holding Company, its subsidiaries, and its various constituencies, for the fiscal year ended March 31, 2023. Corporate Governance |
Other | For | ABSTAIN 9 funds |
Split 1 FOR, 1 AGAINST, 1 ABSTAIN |
| UBER TECHNOLOGIES INC. | May 6, 2024 | Management proposal to amend the Certificate of Incorporation to reflect Delaware law provisions regarding exculpation of officers. Corporate Governance |
Other | For | FOR 13 funds |
Split 13 FOR, 1 AGAINST, 3 ABSTAIN |
| UNICREDIT S.P.A | October 27, 2023 | Amendments to Articles Regarding the Adoption of One-Tier Board Structure Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| UNICREDIT S.P.A | April 12, 2024 | Accounts and Reports Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| UNICREDIT S.P.A | April 12, 2024 | Board Size Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| UNION PACIFIC CORP. | May 9, 2024 | Shareholder proposal requesting adoption of a policy limiting severance payments. Compensation |
Other | Not determined | AGAINST 13 funds |
Split 1 FOR, 13 AGAINST, 1 ABSTAIN |
| UNION PACIFIC CORP. | May 9, 2024 | Shareholder proposal requesting an amendment to the Safety and Service Quality Committee's charter to review staffing levels and confer on safety issues with stakeholders. Corporate Governance |
Other | Not determined | AGAINST 13 funds |
Split 1 FOR, 13 AGAINST, 1 ABSTAIN |
| UNITED AIRLINES HOLDINGS INC. | May 22, 2024 | A Vote to Approve the Company's Tax Benefits Preservation Plan. Shareholder Rights and Defenses |
Other | For | FOR 13 funds |
Split 3 FOR, 2 AGAINST |
| UNITED PARCEL SERVICE INC. | May 2, 2024 | To take steps to reduce the voting power of UPS class A stock from 10 votes per share to one vote per share. Shareholder Rights and Defenses |
Other | Not determined | FOR 15 funds |
Split 6 FOR, 6 ABSTAIN |
| UNITED RENTALS INC. | May 9, 2024 | Company Proposal to Amend and Restate the Company's Restated Certificate of Incorporation to Permit Officer Exculpation Corporate Governance |
Other | Not determined | FOR 14 funds |
Split 5 FOR, 2 ABSTAIN |
| UNITED RENTALS INC. | May 9, 2024 | Stockholder Proposal for Directors to be Elected by Majority Vote Corporate Governance |
Other | Not determined | FOR 14 funds |
Split 1 FOR, 4 AGAINST, 2 ABSTAIN |
| UNITED STATES STEEL CORP. | April 12, 2024 | To approve any adjournment of the special meeting of stockholders of United States Steel Corporation (the "Special Meeting"), if necessary or appropriate, to solicit additional proxies if there are insufficient votes to adopt the Merger Agreement at the time of the Special Meeting. Corporate Governance |
Other | For | FOR 11 funds |
Split 2 FOR, 2 ABSTAIN |
| UNUM GROUP | May 23, 2024 | To approve amendment to the company's Amended and Restated Certificate of Incorporation to reflect recent amendments to Delaware law regarding officer exculpation. Corporate Governance |
Other | For | FOR 13 funds |
Split 4 FOR, 3 ABSTAIN |
| VALLEY NATIONAL BANCORP | May 21, 2024 | A shareholder proposal to provide shareholders with the right to ratify executive termination pay if properly presented at the Annual Meeting of Shareholders. Compensation |
Other | Against | FOR 10 funds |
Split 2 FOR, 1 ABSTAIN |
| VECTOR GROUP LTD. | July 26, 2023 | Advisory vote on a stockholder proposal requesting the Company to amend its governing documents to require the Chairman of the Board of Directors to be an independent director. Corporate Governance |
Other | Against | AGAINST 8 funds |
Split 3 FOR, 1 ABSTAIN |
| VEEVA SYSTEMS INC. | June 12, 2024 | To approve an amendment and restatement of our Certificate of Incorporation to reflect the Delaware law provisions regarding officer exculpation. Corporate Governance |
Other | For | AGAINST 12 funds |
Split 8 FOR, 1 AGAINST, 2 ABSTAIN |
| VERISK ANALYTICS INC. | May 15, 2024 | Shareholder Proposal - Simple Majority Vote. Shareholder Rights and Defenses |
Other | None | AGAINST 13 funds |
Split 1 FOR, 5 ABSTAIN |
| VERITIV CORP. | October 17, 2023 | Adjournment Proposal - To approve one or more adjournments of the Special Meeting, if necessary, to solicit additional proxies if a quorum is not present or there are not sufficient votes cast at the Special Meeting to approve the Merger Proposal. Corporate Governance |
Other | For | FOR 7 funds |
Split 5 FOR, 1 ABSTAIN |
| VERIZON COMMUNICATIONS INC. | May 9, 2024 | Amend Clawback Policy Compensation |
Other | Not determined | AGAINST 14 funds |
Split 5 FOR, 3 AGAINST, 3 ABSTAIN |
| VERIZON COMMUNICATIONS INC. | May 9, 2024 | Independent Board chair Corporate Governance |
Other | Not determined | AGAINST 14 funds |
Split 6 FOR, 1 AGAINST, 3 ABSTAIN |
| VERTEX PHARMACEUTICALS INC. | May 15, 2024 | Shareholder proposal, if properly presented at the meeting, regarding special shareholder meeting improvement. Corporate Governance |
Other | Against | AGAINST 15 funds |
Split 9 FOR, 3 AGAINST, 5 ABSTAIN |
| VIATRIS INC. | December 15, 2023 | Approval of amendment to our Amended and Restated Certificate of Incorporation to add a federal forum selection provision. Shareholder Rights and Defenses |
Other | For | AGAINST 14 funds |
Split 5 FOR, 3 ABSTAIN |
| VICTORIA'S SECRET & CO. | June 13, 2024 | To approve an amendment to our Amended and Restated Certificate of Incorporation to permit the exculpation of our officers as permitted by Delaware law; Corporate Governance |
Other | For | FOR 9 funds |
Split 3 FOR, 2 ABSTAIN |
| VISA INC. | January 23, 2024 | To approve one or more adjournments of the Annual Meeting to a later date or time, if necessary or appropriate, to solicit additional proxies in favor of Proposal 4 if there are insufficient votes at the time of the Annual Meeting to approve such proposal. Corporate Governance |
Other | For | FOR 15 funds |
Split 5 FOR, 6 ABSTAIN |
| VISA INC. | January 23, 2024 | To vote on a stockholder proposal requesting that the Board adopt a policy to seek shareholder ratification of certain termination pay arrangements. Compensation |
Other | Against | AGAINST 15 funds |
Split 1 FOR, 12 AGAINST, 6 ABSTAIN |
| WABASH NATIONAL CORP. | May 22, 2024 | To approve an amendment to Wabash National Corporation's Certificate of Incorporation, as amended, to provide exculpation from personal liability for certain officers as permitted by Delaware law. Corporate Governance |
Other | For | FOR 7 funds |
Split 2 FOR, 1 AGAINST, 1 ABSTAIN |
| WALGREENS BOOTS ALLIANCE INC. | January 25, 2024 | Stockholder proposal requesting an independent board chairman. Corporate Governance |
Other | Against | AGAINST 13 funds |
Split 4 FOR, 4 ABSTAIN |
| WARNER BROS. DISCOVERY INC. | June 3, 2024 | To vote on a stockholder proposal entitled, Adopt a Shareholder Right to Call a Special Shareholder Meeting , if properly presented. Shareholder Rights and Defenses |
Other | Against | AGAINST 13 funds |
Split 1 FOR, 6 ABSTAIN |
| WASTE MANAGEMENT INC. | May 14, 2024 | Approval of an amendment to the Certificate of Incorporation to provide for officer exculpation. Corporate Governance |
Other | For | FOR 13 funds |
Split 4 FOR, 2 ABSTAIN |
| WATERS CORP. | May 23, 2024 | To amend the Company's certificate of incorporation to provide for exculpation of certain officers of the Company as permitted by recent amendments to Delaware law; and Corporate Governance |
Other | For | FOR 13 funds |
Split 6 FOR, 3 ABSTAIN |
| WEC ENERGY GROUP INC. | May 9, 2024 | Stockholder proposal regarding simple majority vote Corporate Governance |
Other | Not determined | FOR 13 funds |
Split 4 FOR, 2 ABSTAIN |
| WENDY'S CO. | May 21, 2024 | Stockholder proposal regarding an independent Board Chair, if properly presented at the Annual Meeting. Corporate Governance |
Other | Against | AGAINST 10 funds |
Split 4 FOR, 1 AGAINST, 1 ABSTAIN |
| WESBANCO INC. | April 17, 2024 | To consider and act upon such other matters as may properly come before the meeting or any adjournment thereof. Corporate Governance |
Other | For | AGAINST 8 funds |
Split 1 FOR, 4 AGAINST |
| WEST PHARMACEUTICAL SERVICES INC. | April 23, 2024 | Shareholder Proposal Entitled Simple Majority Vote . Shareholder Rights and Defenses |
Other | Against | AGAINST 14 funds |
Split 2 AGAINST, 3 ABSTAIN |
| WESTERN DIGITAL CORP. | May 10, 2024 | Adjournment of the Special Meeting from time to time to solicit additional proxies in favor of Proposals 1-4 or if otherwise determined by the Chair of the Special Meeting to be necessary or appropriate. Corporate Governance |
Other | For | AGAINST 14 funds |
Split 4 FOR, 1 AGAINST, 2 ABSTAIN |
| WESTERN DIGITAL CORP. | May 10, 2024 | Approval of an amendment of the Amended and Restated Certificate of Incorporation of Western Digital Technologies, Inc., to remove the provision that requires the approval of Western Digital Corporation's stockholders, in addition to the vote of Western Digital Corporation (as sole stockholder), in order for Western Digital Technologies, Inc. to take certain actions. Corporate Governance |
Other | For | FOR 14 funds |
Split 5 FOR, 2 ABSTAIN |
| WILLIAMS-SONOMA INC. | May 29, 2024 | An amendment to our certificate of incorporation to include an officer exculpation provision Corporate Governance |
Other | For | FOR 13 funds |
Split 4 FOR, 2 ABSTAIN |
| WILLSCOT MOBILE MINI HOLDINGS CORP. | June 7, 2024 | To approve an amendment to the Amended and Restated Certificate of Incorporation to provide for the exculpation of officers. Corporate Governance |
Other | For | FOR 13 funds |
Split 3 FOR, 1 ABSTAIN |
| WORKDAY INC. | June 18, 2024 | To approve an amendment to our Restated Certificate of Incorporation to reflect Delaware law provisions providing for officer exculpation. Corporate Governance |
Other | For | AGAINST 10 funds |
Split 1 FOR, 5 AGAINST, 2 ABSTAIN |
| XP INC. | October 6, 2023 | APPROVAL OF THE THIRD AMENDED AND RESTATED MEMORANDUM AND ARTICLES OF ASSOCIATION. Corporate Governance |
Other | For | FOR 7 funds |
Split 3 FOR, 2 ABSTAIN |
| YUM! BRANDS INC. | May 16, 2024 | Shareholder Proposal Regarding Consideration of Proposed Capital Transactions Involving the Brands. Corporate Governance |
Other | Against | AGAINST 14 funds |
Split 8 AGAINST, 4 ABSTAIN |
| ZIPRECRUITER INC. | June 11, 2024 | To approve an amendment to our Amended and Restated Certificate of Incorporation to limit the liability of certain officers of the Company as permitted pursuant to recent amendments to the Delaware General Corporation Law. Corporate Governance |
Other | For | AGAINST 4 funds |
Split 1 AGAINST, 1 ABSTAIN |
| ZOETIS INC. | May 22, 2024 | Approval of an amendment to our Restated Certificate of Incorporation to provide for exculpation of officers as permitted by the Delaware General Corporation Law. Corporate Governance |
Other | For | FOR 16 funds |
Split 6 FOR, 6 ABSTAIN |
| ZOETIS INC. | May 22, 2024 | Shareholder proposal regarding an improvement to our director resignation policy. Corporate Governance |
Other | Against | FOR 16 funds |
Split 1 FOR, 5 AGAINST, 6 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.