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
15,171 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 |
|---|---|---|---|---|---|---|
| CLEARWATER ANALYTICS HOLDINGS INC. | June 11, 2024 | Elect the three persons named in the proxy statement as Class III directors for terms of three years: Eric Lee Director Elections |
Board | For | FOR 3 funds |
WITHHOLD 3 funds |
| CLEVELAND-CLIFFS INC. | May 16, 2024 | Elect Arlene M. Yocum Director Elections |
Board | For | FOR 12 funds |
WITHHOLD 2 funds |
| CLEVELAND-CLIFFS INC. | May 16, 2024 | Elect Ben Oren Director Elections |
Board | For | FOR 12 funds |
WITHHOLD 2 funds |
| CLEVELAND-CLIFFS INC. | May 16, 2024 | Elect C. Lourenco Goncalves Director Elections |
Board | For | FOR 12 funds |
WITHHOLD 2 funds |
| CLEVELAND-CLIFFS INC. | May 16, 2024 | Elect Douglas C. Taylor Director Elections |
Board | For | FOR 12 funds |
WITHHOLD 2 funds |
| CLEVELAND-CLIFFS INC. | May 16, 2024 | Elect Gabriel Stoliar Director Elections |
Board | For | FOR 12 funds |
WITHHOLD 2 funds |
| CLEVELAND-CLIFFS INC. | May 16, 2024 | Elect Janet L. Miller Director Elections |
Board | For | FOR 12 funds |
WITHHOLD 2 funds |
| CLEVELAND-CLIFFS INC. | May 16, 2024 | Elect John T. Baldwin Director Elections |
Board | For | FOR 12 funds |
WITHHOLD 2 funds |
| CLEVELAND-CLIFFS INC. | May 16, 2024 | Elect Ralph S. Michael, III Director Elections |
Board | For | FOR 12 funds |
WITHHOLD 2 funds |
| CLEVELAND-CLIFFS INC. | May 16, 2024 | Elect Ron A. Bloom Director Elections |
Board | For | FOR 12 funds |
WITHHOLD 2 funds |
| CLEVELAND-CLIFFS INC. | May 16, 2024 | Elect Susan M. Green Director Elections |
Board | For | FOR 12 funds |
WITHHOLD 2 funds |
| CNA FINANCIAL CORP. | May 1, 2024 | Elect Andre Rice Director Elections |
Board | For | FOR 12 funds |
WITHHOLD 1 fund |
| CNA FINANCIAL CORP. | May 1, 2024 | Elect Benjamin J. Tisch Director Elections |
Board | For | FOR 12 funds |
WITHHOLD 1 fund |
| CNA FINANCIAL CORP. | May 1, 2024 | Elect Dino E. Robusto Director Elections |
Board | For | FOR 12 funds |
WITHHOLD 1 fund |
| CNA FINANCIAL CORP. | May 1, 2024 | Elect Don M. Randel Director Elections |
Board | For | FOR 12 funds |
WITHHOLD 1 fund |
| CNA FINANCIAL CORP. | May 1, 2024 | Elect Jane Wang Director Elections |
Board | For | FOR 12 funds |
WITHHOLD 1 fund |
| CNA FINANCIAL CORP. | May 1, 2024 | Elect Jose O. Montemayor Director Elections |
Board | For | FOR 12 funds |
WITHHOLD 1 fund |
| CNA FINANCIAL CORP. | May 1, 2024 | Elect Kenneth I. Siegel Director Elections |
Board | For | FOR 12 funds |
WITHHOLD 1 fund |
| CNA FINANCIAL CORP. | May 1, 2024 | Elect Michael A. Bless Director Elections |
Board | For | FOR 12 funds |
WITHHOLD 1 fund |
| CNH INDUSTRIAL N V | May 3, 2024 | Approval of Remuneration Policy Other |
Board | For | FOR 10 funds |
ABSTAIN 2 funds |
| CNH INDUSTRIAL N V | May 3, 2024 | Approval of the Plan to Grant Rights to Subscribe for Common Shares to non-executive directors under Equity Incentive Plans Other |
Board | For | FOR 10 funds |
ABSTAIN 2 funds |
| CNH INDUSTRIAL N V | May 3, 2024 | Proposal of a dividend for 2023 Other |
Board | For | FOR 10 funds |
ABSTAIN 2 funds |
| CNH INDUSTRIAL N V | May 3, 2024 | Proposal to re-appoint Deloitte Accountants B.V. as the independent auditor of the Company for the 2025 financial year Other |
Board | For | FOR 10 funds |
ABSTAIN 2 funds |
| CNH INDUSTRIAL N V | May 3, 2024 | Re-appointment of Alessandro Nasi Other |
Board | For | FOR 10 funds |
ABSTAIN 2 funds |
| CNH INDUSTRIAL N V | May 3, 2024 | Re-appointment of Asa Tamsons Other |
Board | For | FOR 10 funds |
ABSTAIN 2 funds |
| CNH INDUSTRIAL N V | May 3, 2024 | Re-appointment of Elizabeth Bastoni Other |
Board | For | FOR 10 funds |
ABSTAIN 2 funds |
| CNH INDUSTRIAL N V | May 3, 2024 | Re-appointment of Howard W. Buffett Other |
Board | For | FOR 10 funds |
ABSTAIN 2 funds |
| CNH INDUSTRIAL N V | May 3, 2024 | Re-appointment of Karen Linehan Other |
Board | For | FOR 10 funds |
ABSTAIN 2 funds |
| CNH INDUSTRIAL N V | May 3, 2024 | Re-appointment of Richard J. Kramer Other |
Board | For | FOR 10 funds |
ABSTAIN 2 funds |
| CNH INDUSTRIAL N V | May 3, 2024 | Re-appointment of Scott W. Wine Other |
Board | For | FOR 10 funds |
ABSTAIN 2 funds |
| CNH INDUSTRIAL N V | May 3, 2024 | Re-appointment of Suzanne Heywood Other |
Board | For | FOR 10 funds |
ABSTAIN 2 funds |
| CNH INDUSTRIAL NV | May 3, 2024 | Re-appointment of Vagn Srensen Director Elections |
Board | For | FOR 10 funds |
ABSTAIN 2 funds |
| COCA-COLA CONSOLIDATED INC. | May 14, 2024 | Elect David M. Katz Director Elections |
Board | For | FOR 11 funds |
WITHHOLD 2 funds |
| COCA-COLA CONSOLIDATED INC. | May 14, 2024 | Elect Elaine Bowers Coventry Director Elections |
Board | For | FOR 11 funds |
WITHHOLD 2 funds |
| COCA-COLA CONSOLIDATED INC. | May 14, 2024 | Elect J. Frank Harrison, III Director Elections |
Board | For | FOR 11 funds |
WITHHOLD 2 funds |
| COCA-COLA CONSOLIDATED INC. | May 14, 2024 | Elect James H. Morgan Director Elections |
Board | For | FOR 11 funds |
WITHHOLD 2 funds |
| COCA-COLA CONSOLIDATED INC. | May 14, 2024 | Elect James R. Helvey, III Director Elections |
Board | For | FOR 11 funds |
WITHHOLD 2 funds |
| COCA-COLA CONSOLIDATED INC. | May 14, 2024 | Elect Jason D. Hickey Director Elections |
Board | For | FOR 11 funds |
WITHHOLD 2 funds |
| COCA-COLA CONSOLIDATED INC. | May 14, 2024 | Elect Morgan H. Everett Director Elections |
Board | For | FOR 11 funds |
WITHHOLD 2 funds |
| COCA-COLA CONSOLIDATED INC. | May 14, 2024 | Elect Richard T. Williams Director Elections |
Board | For | FOR 11 funds |
WITHHOLD 2 funds |
| COCA-COLA CONSOLIDATED INC. | May 14, 2024 | Elect Umesh M. Kasbekar Director Elections |
Board | For | FOR 11 funds |
WITHHOLD 2 funds |
| COCA-COLA CONSOLIDATED INC. | May 14, 2024 | Elect William H. Jones Director Elections |
Board | For | FOR 11 funds |
WITHHOLD 2 funds |
| COCA-COLA EUROPACIFIC PARTNERS PLC | May 22, 2024 | Appointment of Auditor Audit-related |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| COCA-COLA EUROPACIFIC PARTNERS PLC | May 22, 2024 | Authority to Issue Shares w/ Preemptive Rights Capital Structure |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| COCA-COLA EUROPACIFIC PARTNERS PLC | May 22, 2024 | Authority to Set Auditor's Fees Audit-related |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| COCA-COLA EUROPACIFIC PARTNERS PLC | May 22, 2024 | Elect Alfonso Libano Daurella Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| COCA-COLA EUROPACIFIC PARTNERS PLC | May 22, 2024 | Elect Alvaro Gomez-Trenor Aguilar Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| COCA-COLA EUROPACIFIC PARTNERS PLC | May 22, 2024 | Elect Dagmar Kollmann Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| COCA-COLA EUROPACIFIC PARTNERS PLC | May 22, 2024 | Elect Damian P. Gammell Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| COCA-COLA EUROPACIFIC PARTNERS PLC | May 22, 2024 | Elect Dessislava Temperley Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| COCA-COLA EUROPACIFIC PARTNERS PLC | May 22, 2024 | Elect Guillaume Bacuvier Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| COCA-COLA EUROPACIFIC PARTNERS PLC | May 22, 2024 | Elect John A. Bryant Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| COCA-COLA EUROPACIFIC PARTNERS PLC | May 22, 2024 | Elect Jose Ignacio Comenge Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| COCA-COLA EUROPACIFIC PARTNERS PLC | May 22, 2024 | Elect Manolo Arroyo Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| COCA-COLA EUROPACIFIC PARTNERS PLC | May 22, 2024 | Elect Mario R. Sola Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| COCA-COLA EUROPACIFIC PARTNERS PLC | May 22, 2024 | Elect Mark Price Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| COCA-COLA EUROPACIFIC PARTNERS PLC | May 22, 2024 | Elect Mary Harris Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| COCA-COLA EUROPACIFIC PARTNERS PLC | May 22, 2024 | Elect Nancy W. Quan Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| COCA-COLA EUROPACIFIC PARTNERS PLC | May 22, 2024 | Elect Nathalie Gaveau Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| COCA-COLA EUROPACIFIC PARTNERS PLC | May 22, 2024 | Elect Nicolas Mirzayantz Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| COCA-COLA EUROPACIFIC PARTNERS PLC | May 22, 2024 | Elect Thomas H. Johnson Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| COCA-COLA EUROPACIFIC PARTNERS PLC | May 22, 2024 | Remuneration Report Compensation |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| CODEXIS INC. | June 11, 2024 | Elect Esther Martinborough Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 2 funds |
| COGENT COMMUNICATIONS HOLDINGS INC. | May 8, 2024 | Proposal - Non-binding Advisory Vote to Approve Named Executive Officer Compensation. Say-on-Pay |
Board | For | FOR 9 funds |
ABSTAIN 1 fund |
| COGNEX CORP. | May 1, 2024 | Election of Director for term ending in 2027: Marjorie T. Sennett Director Elections |
Board | For | FOR 12 funds |
ABSTAIN 1 fund |
| COGNEX CORP. | May 1, 2024 | Election of Director for term ending in 2027: Sachin Lawande Director Elections |
Board | For | FOR 12 funds |
ABSTAIN 1 fund |
| COGNEX CORP. | May 1, 2024 | To approve, on an advisory basis, the compensation of Cognex s named executive officers, as described in the proxy statement including the Compensation Discussion and Analysis, compensation tables and narrative discussion ( say-on-pay ). Say-on-Pay |
Board | For | FOR 13 funds |
ABSTAIN 1 fund |
| COHERUS BIOSCIENCES INC. | May 29, 2024 | Elect Charles Newton Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 1 fund |
| COHERUS BIOSCIENCES INC. | May 29, 2024 | Elect Kimberly J. Tzoumakas Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 1 fund |
| COHERUS BIOSCIENCES INC. | May 29, 2024 | Elect Lee N. Newcomer Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 1 fund |
| COHU INC. | June 5, 2024 | Advisory vote to approve Named Executive Officer compensation, or Say-on-Pay. Say-on-Pay |
Board | For | FOR 8 funds |
ABSTAIN 1 fund |
| COLLEGIUM PHARMACEUTICAL INC. | May 16, 2024 | Election Of Director To Hold Office Until The 2025 Annual Meeting: Garen Bohlin Director Elections |
Board | For | FOR 6 funds |
ABSTAIN 1 fund |
| COLLEGIUM PHARMACEUTICAL INC. | May 16, 2024 | Election Of Director To Hold Office Until The 2025 Annual Meeting: Gino Santini Director Elections |
Board | For | FOR 6 funds |
ABSTAIN 1 fund |
| COLLEGIUM PHARMACEUTICAL INC. | May 16, 2024 | Election Of Director To Hold Office Until The 2025 Annual Meeting: Gwen Melincoff Director Elections |
Board | For | FOR 6 funds |
ABSTAIN 1 fund |
| COLLEGIUM PHARMACEUTICAL INC. | May 16, 2024 | Election Of Director To Hold Office Until The 2025 Annual Meeting: John Fallon M.D. Director Elections |
Board | For | FOR 6 funds |
ABSTAIN 1 fund |
| COLLEGIUM PHARMACEUTICAL INC. | May 16, 2024 | Election Of Director To Hold Office Until The 2025 Annual Meeting: John Freund, M.D. Director Elections |
Board | For | FOR 6 funds |
ABSTAIN 1 fund |
| COLLEGIUM PHARMACEUTICAL INC. | May 16, 2024 | Election Of Director To Hold Office Until The 2025 Annual Meeting: Michael Heffernan, R.Ph. Director Elections |
Board | For | FOR 6 funds |
ABSTAIN 1 fund |
| COLLEGIUM PHARMACEUTICAL INC. | May 16, 2024 | Election Of Director To Hold Office Until The 2025 Annual Meeting: Neil F. Mcfarlane Director Elections |
Board | For | FOR 6 funds |
ABSTAIN 1 fund |
| COLLEGIUM PHARMACEUTICAL INC. | May 16, 2024 | Election Of Director To Hold Office Until The 2025 Annual Meeting: Rita Balice-Gordon, Ph.D. Director Elections |
Board | For | FOR 6 funds |
ABSTAIN 1 fund |
| COLLIERS INTERNATIONAL GROUP INC. | April 2, 2024 | Elect Poonam Puri Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 1 fund |
| COLUMBIA BANKING SYSTEM INC. | May 8, 2024 | Election of Directors: Cort L. O Haver Director Elections |
Board | For | FOR 10 funds |
ABSTAIN 1 fund |
| COLUMBIA BANKING SYSTEM INC. | May 8, 2024 | To ratify the appointment of Deloitte & Touche LLP as Columbia Banking System, Inc.'s independent registered public accounting firm for the fiscal year ending December 31, 2024. Audit-related |
Board | For | FOR 10 funds |
ABSTAIN 1 fund |
| COLUMBIA SPORTSWEAR CO. | May 30, 2024 | Elect Andy D. Bryant Director Elections |
Board | For | FOR 11 funds |
WITHHOLD 1 fund |
| COLUMBIA SPORTSWEAR CO. | May 30, 2024 | Elect Charles D. Denson Director Elections |
Board | For | FOR 11 funds |
WITHHOLD 1 fund |
| COLUMBIA SPORTSWEAR CO. | May 30, 2024 | Elect Christiana Smith Shi Director Elections |
Board | For | FOR 11 funds |
WITHHOLD 1 fund |
| COLUMBIA SPORTSWEAR CO. | May 30, 2024 | Elect John W. Culver Director Elections |
Board | For | FOR 11 funds |
WITHHOLD 1 fund |
| COLUMBIA SPORTSWEAR CO. | May 30, 2024 | Elect Kevin Mansell Director Elections |
Board | For | FOR 11 funds |
WITHHOLD 1 fund |
| COLUMBIA SPORTSWEAR CO. | May 30, 2024 | Elect Malia H. Wasson Director Elections |
Board | For | FOR 11 funds |
WITHHOLD 1 fund |
| COLUMBIA SPORTSWEAR CO. | May 30, 2024 | Elect Ronald E. Nelson Director Elections |
Board | For | FOR 11 funds |
WITHHOLD 1 fund |
| COLUMBIA SPORTSWEAR CO. | May 30, 2024 | Elect Sabrina L. Simmons Director Elections |
Board | For | FOR 11 funds |
WITHHOLD 1 fund |
| COLUMBIA SPORTSWEAR CO. | May 30, 2024 | Elect Stephen E. Babson Director Elections |
Board | For | FOR 11 funds |
WITHHOLD 1 fund |
| COLUMBIA SPORTSWEAR CO. | May 30, 2024 | Elect Timothy P. Boyle Director Elections |
Board | For | FOR 11 funds |
WITHHOLD 1 fund |
| COMFORT SYSTEMS USA INC. | May 17, 2024 | Elect Brian E. Lane Director Elections |
Board | For | FOR 11 funds |
WITHHOLD 3 funds |
| COMFORT SYSTEMS USA INC. | May 17, 2024 | Elect Cindy L. Wallis-Lage Director Elections |
Board | For | FOR 11 funds |
WITHHOLD 3 funds |
| COMFORT SYSTEMS USA INC. | May 17, 2024 | Elect Constance E. Skidmore Director Elections |
Board | For | FOR 11 funds |
WITHHOLD 3 funds |
| COMFORT SYSTEMS USA INC. | May 17, 2024 | Elect Darcy G. Anderson Director Elections |
Board | For | FOR 11 funds |
WITHHOLD 3 funds |
| COMFORT SYSTEMS USA INC. | May 17, 2024 | Elect Franklin Myers Director Elections |
Board | For | FOR 11 funds |
WITHHOLD 3 funds |
| COMFORT SYSTEMS USA INC. | May 17, 2024 | Elect Herman E. Bulls Director Elections |
Board | For | FOR 11 funds |
WITHHOLD 3 funds |
| COMFORT SYSTEMS USA INC. | May 17, 2024 | Elect Pablo G. Mercado Director Elections |
Board | For | FOR 11 funds |
WITHHOLD 3 funds |
| COMFORT SYSTEMS USA INC. | May 17, 2024 | Elect Rhoman J. Hardy Director Elections |
Board | For | FOR 11 funds |
WITHHOLD 3 funds |
← Previous Page 13 of 152 Next →
How items are matched and positions counted: see the comparison table and the methodology. Built November 1, 2026 from SEC Form N-PX filings.