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
16,608 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 |
|---|---|---|---|---|---|---|
| TALANX AG | May 7, 2024 | Ratify Caroline Schlienkamp Corporate Governance |
Other | For | FOR 4 funds |
ABSTAIN 1 fund |
| TALANX AG | May 7, 2024 | Ratify Christof Gunther Corporate Governance |
Other | For | FOR 4 funds |
ABSTAIN 1 fund |
| TALANX AG | May 7, 2024 | Ratify Christoph Meister Corporate Governance |
Other | For | FOR 4 funds |
ABSTAIN 1 fund |
| TALANX AG | May 7, 2024 | Ratify Dirk Lohmann Corporate Governance |
Other | For | FOR 4 funds |
ABSTAIN 1 fund |
| TALANX AG | May 7, 2024 | Ratify Edgar Puls Corporate Governance |
Other | For | FOR 4 funds |
ABSTAIN 1 fund |
| TALANX AG | May 7, 2024 | Ratify Herbert K. Haas Corporate Governance |
Other | For | FOR 4 funds |
ABSTAIN 1 fund |
| TALANX AG | May 7, 2024 | Ratify Herrmann Jung Corporate Governance |
Other | For | FOR 4 funds |
ABSTAIN 1 fund |
| TALANX AG | May 7, 2024 | Ratify Jan Wicke Corporate Governance |
Other | For | FOR 4 funds |
ABSTAIN 1 fund |
| TALANX AG | May 7, 2024 | Ratify Jean-Jacques Henchoz Corporate Governance |
Other | For | FOR 4 funds |
ABSTAIN 1 fund |
| TALANX AG | May 7, 2024 | Ratify Jens Schubert Corporate Governance |
Other | For | FOR 4 funds |
ABSTAIN 1 fund |
| TALANX AG | May 7, 2024 | Ratify Joachim Brenk Corporate Governance |
Other | For | FOR 4 funds |
ABSTAIN 1 fund |
| TALANX AG | May 7, 2024 | Ratify Jutta Muck Corporate Governance |
Other | For | FOR 4 funds |
ABSTAIN 1 fund |
| TALANX AG | May 7, 2024 | Ratify Norbert Steiner Corporate Governance |
Other | For | FOR 4 funds |
ABSTAIN 1 fund |
| TALANX AG | May 7, 2024 | Ratify Rainer-Karl Bock-Wehr Corporate Governance |
Other | For | FOR 4 funds |
ABSTAIN 1 fund |
| TALANX AG | May 7, 2024 | Ratify Ralf Rieger Corporate Governance |
Other | For | FOR 4 funds |
ABSTAIN 1 fund |
| TALANX AG | May 7, 2024 | Ratify Sandra Reich Corporate Governance |
Other | For | FOR 4 funds |
ABSTAIN 1 fund |
| TALANX AG | May 7, 2024 | Ratify Sebastian L. Gascard Corporate Governance |
Other | For | FOR 4 funds |
ABSTAIN 1 fund |
| TALANX AG | May 7, 2024 | Ratify Torsten Leue Corporate Governance |
Other | For | FOR 4 funds |
ABSTAIN 1 fund |
| TALANX AG | May 7, 2024 | Ratify Wilm Langenbach Corporate Governance |
Other | For | FOR 4 funds |
ABSTAIN 1 fund |
| TD SYNNEX CORP. | March 20, 2024 | Stockholder proposal regarding simple majority vote, if properly presented. Shareholder Rights and Defenses |
Other | Against | FOR 12 funds |
ABSTAIN 1 fund |
| TE CONNECTIVITY LTD | June 12, 2024 | Merger Agreement Proposal: To approve the merger agreement by and between TE Connectivity Ltd. and TE Connectivity plc. Capital Structure |
Other | For | FOR 11 funds |
ABSTAIN 6 funds |
| TE CONNECTIVITY LTD. | March 13, 2024 | To approve the 2023 Annual Report of TE Connectivity Ltd (excluding the statutory financial statements for the fiscal year ended September 29, 2023, the consolidated financial statements for the fiscal year ended September 29, 2023 and the Swiss Statutory Compensation Report for the fiscal year ended September 29, 2023). Corporate Governance |
Other | Not determined | FOR 11 funds |
ABSTAIN 5 funds |
| TE CONNECTIVITY LTD. | March 13, 2024 | To elect Carol A. ("John") Davidson as the Chairman of the Board of Directors. Corporate Governance |
Other | Not determined | FOR 11 funds |
ABSTAIN 5 funds |
| TELEDYNE TECHNOLOGIES INC. | April 24, 2024 | Approval of a stockholder proposal to adopt simple majority voting. Shareholder Rights and Defenses |
Other | Against | FOR 13 funds |
ABSTAIN 3 funds |
| TOAST INC. | June 6, 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 by Delaware law. Corporate Governance |
Other | For | FOR 12 funds |
AGAINST 1 fund |
| TORONTO-DOMINION BANK | April 18, 2024 | Shareholder Proposal Regarding Pay Ratio Disclosure Compensation |
Other | Against | AGAINST 3 funds |
FOR 1 fund |
| TOYOTA MOTOR CORP. | June 18, 2024 | Shareholder Proposal Regarding Lobbying Activity Alignment with the Paris Agreement Environment or Climate |
Other | Against | AGAINST 5 funds |
FOR 1 fund |
| TRIUMPH GROUP INC. | July 20, 2023 | To approve, an amendment to our Amended and Restated Certificate of Incorporation to limit the liability of certain officers of the Company as permitted by recent amendments to the General Corporation Law of the State of Delaware. Corporate Governance |
Other | For | AGAINST 4 funds |
FOR 2 funds |
| TSURUHA HOLDINGS INC. | August 10, 2023 | Shareholder Proposal Regarding Abolition of Director-Chair and Director-Vice Chair Roles Corporate Governance |
Other | Not determined | AGAINST 4 funds |
ABSTAIN 1 fund |
| TSURUHA HOLDINGS INC. | August 10, 2023 | Shareholder Proposal Regarding Election of Dissident Nominee Akiko Ikeda Director Elections |
Other | Not determined | AGAINST 4 funds |
ABSTAIN 1 fund |
| TSURUHA HOLDINGS INC. | August 10, 2023 | Shareholder Proposal Regarding Election of Dissident Nominee Motohiko Nakamura Director Elections |
Other | Not determined | FOR 4 funds |
ABSTAIN 1 fund |
| TSURUHA HOLDINGS INC. | August 10, 2023 | Shareholder Proposal Regarding Election of Dissident Nominee Muneto Tamagami Director Elections |
Other | Not determined | AGAINST 4 funds |
ABSTAIN 1 fund |
| TSURUHA HOLDINGS INC. | August 10, 2023 | Shareholder Proposal Regarding Election of Dissident Nominee Nobuo Gohara Director Elections |
Other | Not determined | AGAINST 4 funds |
ABSTAIN 1 fund |
| TSURUHA HOLDINGS INC. | August 10, 2023 | Shareholder Proposal Regarding Election of Dissident Nominee Yuko Nakahata Director Elections |
Other | Not determined | AGAINST 4 funds |
ABSTAIN 1 fund |
| TSURUHA HOLDINGS INC. | August 10, 2023 | Shareholder Proposal Regarding Fixed Compensation Amounts for Outside Audit Committee Directors Compensation |
Other | Not determined | AGAINST 4 funds |
ABSTAIN 1 fund |
| TSURUHA HOLDINGS INC. | August 10, 2023 | Shareholder Proposal Regarding Fixed Compensation for Outside Non-Audit and Supervisory Committee Directors Compensation |
Other | Not determined | AGAINST 4 funds |
ABSTAIN 1 fund |
| TSURUHA HOLDINGS INC. | August 10, 2023 | Shareholder Proposal Regarding Outside Chair Corporate Governance |
Other | Not determined | FOR 4 funds |
ABSTAIN 1 fund |
| TSURUHA HOLDINGS INC. | August 10, 2023 | Shareholder Proposal Regarding Restricted Stock Remuneration for Outside Audit Committee Directors Compensation |
Other | Not determined | AGAINST 4 funds |
ABSTAIN 1 fund |
| TSURUHA HOLDINGS INC. | August 10, 2023 | Shareholder Proposal Regarding Restricted Stock Remuneration for Outside Non-Audit and Supervisory Committee Directors Compensation |
Other | Not determined | AGAINST 4 funds |
ABSTAIN 1 fund |
| TSURUHA HOLDINGS INC. | August 10, 2023 | Shareholder Proposal regarding Dismissal of Fumiyo Fujii as Audit Committee Director Director Elections |
Other | Not determined | AGAINST 4 funds |
ABSTAIN 1 fund |
| UNIVERSAL HEALTH SERVICES INC. | May 15, 2024 | Stockholder Proposal To Elect Each Director Annually, If Properly Presented At The Meeting. Shareholder Rights and Defenses |
Other | Against | FOR 14 funds |
ABSTAIN 3 funds |
| UTZ BRANDS INC. | April 25, 2024 | To approve an amendment to the Company s Certificate of Incorporation to permit officer exculpation for certain breaches of fiduciary duties pursuant to the General Corporation Law of the State of Delaware Corporate Governance |
Other | For | FOR 4 funds |
AGAINST 1 fund |
| VIMEO INC. | May 21, 2024 | To approve the amendment to the Amended and Restated Certificate of Incorporation of Vimeo, Inc. (the "Charter") to provide for officer exculpation. Corporate Governance |
Other | For | FOR 4 funds |
AGAINST 2 funds |
| VOLVO AB | March 27, 2024 | Elect Par Boman as Chair Corporate Governance |
Other | For | AGAINST 5 funds |
FOR 1 fund |
| WESCO INTERNATIONAL INC. | May 23, 2024 | Approve amendments to the Companys Restated Certificate of Incorporation regarding Officer Exculpation. Corporate Governance |
Other | For | FOR 12 funds |
ABSTAIN 2 funds |
| WESTERN DIGITAL CORP. | May 10, 2024 | Approval of an amendment to Western Digital Technologies, Inc.s Amended and Restated Certificate of Incorporation to provide for the elimination of certain officers personal liability for monetary damages stemming from breaches of the duty of care as permitted by Section 102(b)(7) of the General Corporation Law of the State of Delaware. Corporate Governance |
Other | For | FOR 14 funds |
ABSTAIN 2 funds |
| WHARF REAL ESTATE INVESTMENT CO LTD. | May 7, 2024 | Accounts and Reports Corporate Governance |
Other | For | FOR 6 funds |
ABSTAIN 1 fund |
| WILLIS LEASE FINANCE CORP. | May 22, 2024 | Approval of an amendment to the Company's Amended and Restated Certificate of Incorporation to provide for officer exculpation Corporate Governance |
Other | For | AGAINST 2 funds |
FOR 1 fund |
| WISDOMTREE INC. | June 12, 2024 | To ratify the approval by the Board of Directors of the extension of the Stockholder Rights Agreement, dated March 17, 2023, as amended, by and between the Company and Continental Stock Transfer & Trust Company. Shareholder Rights and Defenses |
Other | Contested | FOR 5 funds |
AGAINST 2 funds |
| WOODSIDE ENERGY GROUP LTD. | April 24, 2024 | Approval of Climate Transition Action Plan and 2023 Progress Report Environment or Climate |
Other | For | AGAINST 4 funds |
FOR 1 fund |
| XEROX HOLDINGS CORP. | May 22, 2024 | Consider a shareholder proposal requesting a director election resignation bylaw, if properly presented at the meeting. Corporate Governance |
Other | Against | FOR 8 funds |
AGAINST 3 funds |
| XP INC. | October 6, 2023 | Approval And Ratification Of The Company S Financial Statements And The Auditor S Report For The Fiscal Year Ended December 31, 2022. Corporate Governance |
Other | For | FOR 7 funds |
ABSTAIN 2 funds |
| XP INC. | May 24, 2024 | Approval and ratification of the Company s consolidated financial statements and the auditor s report for the fiscal year ended December 31, 2023. Corporate Governance |
Other | For | FOR 6 funds |
ABSTAIN 1 fund |
| 1-800-FLOWERS.COM INC. | December 14, 2023 | Elect Adam Hanft Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 1 fund |
| 1-800-FLOWERS.COM INC. | December 14, 2023 | Elect Celia R. Brown Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 1 fund |
| 1-800-FLOWERS.COM INC. | December 14, 2023 | Elect Christina Shim Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 1 fund |
| 1-800-FLOWERS.COM INC. | December 14, 2023 | Elect Christopher G. McCann Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 1 fund |
| 1-800-FLOWERS.COM INC. | December 14, 2023 | Elect Dina Colombo Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 1 fund |
| 1-800-FLOWERS.COM INC. | December 14, 2023 | Elect Eugene F. DeMark Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 1 fund |
| 1-800-FLOWERS.COM INC. | December 14, 2023 | Elect James A. Cannavino Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 1 fund |
| 1-800-FLOWERS.COM INC. | December 14, 2023 | Elect James F. McCann Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 1 fund |
| 1-800-FLOWERS.COM INC. | December 14, 2023 | Elect Larry Zarin Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 1 fund |
| 1-800-FLOWERS.COM INC. | December 14, 2023 | Elect Stephanie Redish Hofmann Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 1 fund |
| 2U INC. | May 20, 2024 | Approval of amendments to our Certificate of Incorporation to effect a reverse stock split. Capital Structure |
Board | For | FOR 3 funds |
ABSTAIN 1 fund |
| 2U INC. | May 20, 2024 | Approval, on a non-binding advisory basis, of the compensation of the Company's Named Executive Officers. Say-on-Pay |
Board | For | FOR 4 funds |
ABSTAIN 1 fund |
| 2U INC. | May 20, 2024 | Election of three Class I direcottd and one Class III director to serve on the Board of Directors until the Company's 2025 Annual Meeting of Shareholders: Paul S. Lalljie Director Elections |
Board | For | FOR 3 funds |
ABSTAIN 1 fund |
| 2U INC. | May 20, 2024 | Election of three Class I director and one Class III director to serve on the Board of Directors until the Company's 2025 Annual Meeting of Shareholders: Robert M. Stavis Director Elections |
Board | For | FOR 3 funds |
ABSTAIN 1 fund |
| 2U INC. | May 20, 2024 | Ratification of the appointment of KPMG LLP as the Company's independent registered public accounting firm for the 2024 fiscal year. Audit-related |
Board | For | FOR 3 funds |
ABSTAIN 1 fund |
| 8X8 INC. | July 28, 2023 | Elect Alison Gleeson Director Elections |
Board | For | FOR 5 funds |
WITHHOLD 1 fund |
| 8X8 INC. | July 28, 2023 | Elect Elizabeth Theophille Director Elections |
Board | For | FOR 5 funds |
WITHHOLD 1 fund |
| 8X8 INC. | July 28, 2023 | Elect Eric Salzman Director Elections |
Board | For | FOR 5 funds |
WITHHOLD 1 fund |
| 8X8 INC. | July 28, 2023 | Elect Jaswinder Pal Singh Director Elections |
Board | For | FOR 5 funds |
WITHHOLD 1 fund |
| 8X8 INC. | July 28, 2023 | Elect Monique Bonner Director Elections |
Board | For | FOR 5 funds |
WITHHOLD 1 fund |
| 8X8 INC. | July 28, 2023 | Elect Samuel Wilson Director Elections |
Board | For | FOR 5 funds |
WITHHOLD 1 fund |
| 8X8 INC. | July 28, 2023 | Elect Todd R. Ford Director Elections |
Board | For | FOR 5 funds |
WITHHOLD 1 fund |
| 8X8 INC. | July 28, 2023 | To approve, through an advisory vote, 8x8, Inc. s executive compensation for the fiscal year ended March 31, 2023. Say-on-Pay |
Board | For | FOR 6 funds |
ABSTAIN 1 fund |
| 8X8 INC. | July 28, 2023 | To ratify the appointment of Moss Adams LLP as 8x8, Inc. s independent registered public accounting firm for the fiscal year ending March 31, 2024. Audit-related |
Board | For | FOR 5 funds |
ABSTAIN 1 fund |
| 908 DEVICES INC. | June 13, 2024 | To elect two Class I directors to hold office until the 2027 annual meeting of stockholders: Fenel M. Eloi Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| A2A S.P.A | April 24, 2024 | Allocation of Dividends Capital Structure |
Board | For | FOR 5 funds |
ABSTAIN 1 fund |
| A2A S.P.A | April 24, 2024 | Remuneration Policy Compensation |
Board | For | FOR 5 funds |
ABSTAIN 1 fund |
| A2A S.P.A | April 24, 2024 | Remuneration Report Compensation |
Board | For | FOR 5 funds |
ABSTAIN 1 fund |
| AAON INC. | May 21, 2024 | Election of Director for a term ending in 2027: Angela E. Kouplen Director Elections |
Board | For | FOR 10 funds |
ABSTAIN 1 fund |
| AAON INC. | May 21, 2024 | Election of Director for a term ending in 2027: Gary D. Fields Director Elections |
Board | For | FOR 10 funds |
ABSTAIN 1 fund |
| AAON INC. | May 21, 2024 | Election of Director for a term ending in 2027: Norman H. Asbjornson Director Elections |
Board | For | FOR 10 funds |
ABSTAIN 1 fund |
| AAON INC. | May 21, 2024 | Proposal to amend the Company s Articles of Incorporation to increase its total authorized common shares from 100,000,000 to 200,000,000. Capital Structure |
Board | For | FOR 10 funds |
AGAINST 1 fund |
| AAON INC. | May 21, 2024 | Proposal to approve, on an advisory basis, a resolution on the compensation of AAON s named executive officers as set forth in the Proxy Statement. Say-on-Pay |
Board | For | FOR 11 funds |
ABSTAIN 1 fund |
| AAON INC. | May 21, 2024 | Proposal to ratify Grant Thornton LLP as our independent registered public accounting firm for the year ending December 31, 2024. Audit-related |
Board | For | FOR 10 funds |
ABSTAIN 1 fund |
| AAR CORP. | September 19, 2023 | Advisory proposal to approve our Fiscal 2023 executive compensation. Say-on-Pay |
Board | For | FOR 9 funds |
ABSTAIN 1 fund |
| AAR CORP. | September 19, 2023 | Election of Director: Duncan J. McNabb Director Elections |
Board | For | FOR 8 funds |
ABSTAIN 1 fund |
| AAR CORP. | September 19, 2023 | Election of Director: John W. Dietrich Director Elections |
Board | For | FOR 8 funds |
ABSTAIN 1 fund |
| AAR CORP. | September 19, 2023 | Election of Director: Peter Pace Director Elections |
Board | For | FOR 8 funds |
ABSTAIN 1 fund |
| AAR CORP. | September 19, 2023 | Election of Director: Robert F. Leduc Director Elections |
Board | For | FOR 8 funds |
ABSTAIN 1 fund |
| ABERCROMBIE & FITCH CO. | June 12, 2024 | Advisory vote to approve the compensation of the Company s named executive officers for the fiscal year ended February 3, 2024. Say-on-Pay |
Board | For | FOR 9 funds |
ABSTAIN 2 funds |
| ABERCROMBIE & FITCH CO. | June 12, 2024 | Election of Director: Arturo Nunez Director Elections |
Board | For | FOR 8 funds |
ABSTAIN 2 funds |
| ABERCROMBIE & FITCH CO. | June 12, 2024 | Election of Director: Fran Horowitz Director Elections |
Board | For | FOR 8 funds |
ABSTAIN 2 funds |
| ABERCROMBIE & FITCH CO. | June 12, 2024 | Election of Director: Helen E. McCluskey Director Elections |
Board | For | FOR 8 funds |
ABSTAIN 2 funds |
| ABERCROMBIE & FITCH CO. | June 12, 2024 | Election of Director: Helen Vaid Director Elections |
Board | For | FOR 8 funds |
ABSTAIN 2 funds |
| ABERCROMBIE & FITCH CO. | June 12, 2024 | Election of Director: James A. Goldman Director Elections |
Board | For | FOR 8 funds |
ABSTAIN 2 funds |
| ABERCROMBIE & FITCH CO. | June 12, 2024 | Election of Director: Kenneth B. Robinson Director Elections |
Board | For | FOR 8 funds |
ABSTAIN 2 funds |
| ABERCROMBIE & FITCH CO. | June 12, 2024 | Election of Director: Kerrii B. Anderson Director Elections |
Board | For | FOR 8 funds |
ABSTAIN 2 funds |
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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.