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 |
|---|---|---|---|---|---|---|
| AXOS FINANCIAL INC. | November 9, 2023 | Election of Director: Tamara N. Bohlig Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 1 fund |
| AXOS FINANCIAL INC. | November 9, 2023 | To approve in a non-binding and advisory vote, the compensation of the Company s Named Executive Officers as disclosed in this Proxy Statement. Say-on-Pay |
Board | For | AGAINST 10 funds |
ABSTAIN 1 fund |
| AXOS FINANCIAL INC. | November 9, 2023 | To ratify the selection of BDO USA, P.A. as the Company s independent registered public accounting firm for fiscal year 2024. Audit-related |
Board | For | FOR 9 funds |
ABSTAIN 1 fund |
| AXSOME THERAPEUTICS INC. | June 7, 2024 | Elect Herriot Tabuteau Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| AZENTA INC. | January 30, 2024 | Elect Didier Hirsch Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 1 fund |
| AZENTA INC. | January 30, 2024 | Elect Edward P. Bousa Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 1 fund |
| AZENTA INC. | January 30, 2024 | Elect Erica J. McLaughlin Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 1 fund |
| AZENTA INC. | January 30, 2024 | Elect Frank E. Casal Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 1 fund |
| AZENTA INC. | January 30, 2024 | Elect Martin D. Madaus Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 1 fund |
| AZENTA INC. | January 30, 2024 | Elect Michael Rosenblatt Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 1 fund |
| AZENTA INC. | January 30, 2024 | Elect Robyn C. Davis Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 1 fund |
| AZENTA INC. | January 30, 2024 | Elect Stephen S. Schwartz Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 1 fund |
| AZENTA INC. | January 30, 2024 | Elect Tina S. Nova Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 1 fund |
| AZENTA INC. | January 30, 2024 | To ratify the selection of PricewaterhouseCoopers LLP as the Company s independent registered accounting firm for the 2024 fiscal year. Audit-related |
Board | For | FOR 8 funds |
ABSTAIN 1 fund |
| AZIMUT HOLDING S.P.A | April 24, 2024 | Remuneration Policy Compensation |
Board | For | FOR 3 funds |
AGAINST 1 fund |
| AZIMUT HOLDING S.P.A | April 24, 2024 | Remuneration Report Compensation |
Board | For | FOR 3 funds |
AGAINST 1 fund |
| BADGER METER INC. | April 26, 2024 | Elect Glen E. Tellock Director Elections |
Board | For | FOR 10 funds |
WITHHOLD 1 fund |
| BADGER METER INC. | April 26, 2024 | Elect Henry F. Brooks Director Elections |
Board | For | FOR 10 funds |
WITHHOLD 1 fund |
| BADGER METER INC. | April 26, 2024 | Elect James F. Stern Director Elections |
Board | For | FOR 10 funds |
WITHHOLD 1 fund |
| BADGER METER INC. | April 26, 2024 | Elect James W. McGill Director Elections |
Board | For | FOR 10 funds |
WITHHOLD 1 fund |
| BADGER METER INC. | April 26, 2024 | Elect Kenneth C. Bockhorst Director Elections |
Board | For | FOR 10 funds |
WITHHOLD 1 fund |
| BADGER METER INC. | April 26, 2024 | Elect Melanie K. Cook Director Elections |
Board | For | FOR 10 funds |
WITHHOLD 1 fund |
| BADGER METER INC. | April 26, 2024 | Elect Tessa M. Myers Director Elections |
Board | For | FOR 10 funds |
WITHHOLD 1 fund |
| BADGER METER INC. | April 26, 2024 | Elect Todd A. Adams Director Elections |
Board | For | FOR 10 funds |
WITHHOLD 1 fund |
| BADGER METER INC. | April 26, 2024 | Elect Xia Liu Director Elections |
Board | For | FOR 10 funds |
WITHHOLD 1 fund |
| BALCHEM CORP. | June 20, 2024 | Advisory approval of the compensation of the Company s named executive officers. Say-on-Pay |
Board | For | FOR 10 funds |
ABSTAIN 1 fund |
| BALCHEM CORP. | June 20, 2024 | Election of Director: Daniel Knutson Director Elections |
Board | For | FOR 9 funds |
ABSTAIN 1 fund |
| BALCHEM CORP. | June 20, 2024 | Election of Director: Joyce Lee Director Elections |
Board | For | FOR 9 funds |
ABSTAIN 1 fund |
| BALCHEM CORP. | June 20, 2024 | Election of Director: Monica Vicente Director Elections |
Board | For | FOR 9 funds |
ABSTAIN 1 fund |
| BALCHEM CORP. | June 20, 2024 | Election of Director: Olivier Rigaud Director Elections |
Board | For | FOR 9 funds |
ABSTAIN 1 fund |
| BALCHEM CORP. | June 20, 2024 | Ratification of the appointment of RSM US LLP as the Company s independent registered public accounting firm for the fiscal year 2024. Audit-related |
Board | For | FOR 9 funds |
ABSTAIN 1 fund |
| BALDWIN INSURANCE GROUP INC. | June 5, 2024 | Elect Barbara R. Matas Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| BALDWIN INSURANCE GROUP INC. | June 5, 2024 | Elect Jay Cohen Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| BALDWIN INSURANCE GROUP INC. | June 5, 2024 | Elect Trevor Baldwin Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| BANCA MONTE DEI PASCHI DI SIENA S.P.A | April 11, 2024 | 2024 Short-Term Incentive Plan Compensation |
Board | For | FOR 3 funds |
ABSTAIN 1 fund |
| BANCA MONTE DEI PASCHI DI SIENA S.P.A | April 11, 2024 | Allocation of Dividends Capital Structure |
Board | For | FOR 3 funds |
ABSTAIN 1 fund |
| BANCA MONTE DEI PASCHI DI SIENA S.P.A | April 11, 2024 | Elect Giacomo Granata as Effective Statutory Auditor Director Elections |
Board | For | FOR 3 funds |
ABSTAIN 1 fund |
| BANCA MONTE DEI PASCHI DI SIENA S.P.A | April 11, 2024 | Elect Paola Lucia Giordano as Alternate Statutory Auditor Director Elections |
Board | For | FOR 3 funds |
ABSTAIN 1 fund |
| BANCA MONTE DEI PASCHI DI SIENA S.P.A | April 11, 2024 | Election Raffaele Oriani Director Elections |
Board | For | FOR 3 funds |
ABSTAIN 1 fund |
| BANCA MONTE DEI PASCHI DI SIENA S.P.A | April 11, 2024 | Remuneration Policy Compensation |
Board | For | FOR 3 funds |
ABSTAIN 1 fund |
| BANCA MONTE DEI PASCHI DI SIENA S.P.A | April 11, 2024 | Remuneration Report Compensation |
Board | For | FOR 3 funds |
ABSTAIN 1 fund |
| BANCFIRST CORP. | May 23, 2024 | Advisory vote to approve executive compensation. Say-on-Pay |
Board | For | FOR 8 funds |
ABSTAIN 1 fund |
| BANCFIRST CORP. | May 23, 2024 | Election of Directors:Darryl W. Schmidt Director Elections |
Board | For | FOR 7 funds |
ABSTAIN 1 fund |
| BANCFIRST CORP. | May 23, 2024 | To amend the BancFirst Corporation Directors Deferred Stock Compensation Plan to increase the number of shares of common stock authorized to be granted subsequent to such amendment to 40,000 shares and to extend the term of the plan from December 31, 2024 to December 31, 2030. Compensation |
Board | For | FOR 7 funds |
ABSTAIN 1 fund |
| BANK OF MONTREAL | April 16, 2024 | Advisory Vote on Executive Compensation Compensation |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| BANK OF MONTREAL | April 16, 2024 | Appointment of Auditor Audit-related |
Board | For | FOR 2 funds |
WITHHOLD 1 fund |
| BANK OF MONTREAL | April 16, 2024 | Elect Madhu Ranganathan Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 1 fund |
| BANK OF NOVA SCOTIA | April 9, 2024 | Appointment of Auditor Audit-related |
Board | For | FOR 3 funds |
WITHHOLD 1 fund |
| BANK OZK | May 6, 2024 | Election of Directors: Beverly Cole Director Elections |
Board | For | FOR 12 funds |
ABSTAIN 2 funds |
| BANK OZK | May 6, 2024 | Election of Directors: Christopher Orndorff Director Elections |
Board | For | FOR 12 funds |
ABSTAIN 2 funds |
| BANK OZK | May 6, 2024 | Election of Directors: Elizabeth Musico Director Elections |
Board | For | FOR 12 funds |
ABSTAIN 2 funds |
| BANK OZK | May 6, 2024 | Election of Directors: George Gleason Director Elections |
Board | For | FOR 12 funds |
ABSTAIN 2 funds |
| BANK OZK | May 6, 2024 | Election of Directors: Jeffrey Gearhart Director Elections |
Board | For | FOR 12 funds |
ABSTAIN 2 funds |
| BANK OZK | May 6, 2024 | Election of Directors: Kathleen Franklin Director Elections |
Board | For | FOR 12 funds |
ABSTAIN 2 funds |
| BANK OZK | May 6, 2024 | Election of Directors: Nicholas Brown Director Elections |
Board | For | FOR 12 funds |
ABSTAIN 2 funds |
| BANK OZK | May 6, 2024 | Election of Directors: Paula Cholmondeley Director Elections |
Board | For | FOR 12 funds |
ABSTAIN 2 funds |
| BANK OZK | May 6, 2024 | Election of Directors: Peter Kenny Director Elections |
Board | For | FOR 12 funds |
ABSTAIN 2 funds |
| BANK OZK | May 6, 2024 | Election of Directors: Robert East Director Elections |
Board | For | FOR 12 funds |
ABSTAIN 2 funds |
| BANK OZK | May 6, 2024 | Election of Directors: Ross Whipple Director Elections |
Board | For | FOR 12 funds |
ABSTAIN 2 funds |
| BANK OZK | May 6, 2024 | Election of Directors: Steven Sadoff Director Elections |
Board | For | FOR 12 funds |
ABSTAIN 2 funds |
| BANK OZK | May 6, 2024 | Election of Directors: William A. Koefoed, Jr. Director Elections |
Board | For | FOR 12 funds |
ABSTAIN 2 funds |
| BANK OZK | May 6, 2024 | To approve, on an advisory, non-binding basis, the compensation of the Company's named executive officers as disclosed in the Proxy Statement. Say-on-Pay |
Board | For | FOR 13 funds |
ABSTAIN 2 funds |
| BANK OZK | May 6, 2024 | To ratify the appointment of PricewaterhouseCoopers LLP as the Company's independent registered public accounting firm for the year ending December 31, 2024. Audit-related |
Board | For | FOR 12 funds |
ABSTAIN 2 funds |
| BANKUNITED INC. | May 15, 2024 | Elect Douglas J. Pauls Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 2 funds |
| BANKUNITED INC. | May 15, 2024 | Elect Germaine Smith-Baugh Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 2 funds |
| BANKUNITED INC. | May 15, 2024 | Elect John N. DiGiacomo Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 2 funds |
| BANKUNITED INC. | May 15, 2024 | Elect Lynne Wines Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 2 funds |
| BANKUNITED INC. | May 15, 2024 | Elect Michael J. Dowling Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 2 funds |
| BANKUNITED INC. | May 15, 2024 | Elect Rajinder P. Singh Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 2 funds |
| BANKUNITED INC. | May 15, 2024 | Elect Sanjiv Sobti Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 2 funds |
| BANKUNITED INC. | May 15, 2024 | Elect Tere Blanca Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 2 funds |
| BANKUNITED INC. | May 15, 2024 | Elect William S. Rubenstein Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 2 funds |
| BANKWELL FINANCIAL GROUP INC. | May 29, 2024 | Election of Directors: Carl M. Porto Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 1 fund |
| BANNER CORP. | May 22, 2024 | Advisory Approval Of The Compensation Of Banner Corporation's Named Executive Officers. Say-on-Pay |
Board | For | FOR 10 funds |
ABSTAIN 1 fund |
| BANNER CORP. | May 22, 2024 | Election Of Director: David A. Klaue Director Elections |
Board | For | FOR 8 funds |
ABSTAIN 1 fund |
| BANNER CORP. | May 22, 2024 | Election Of Director: John R. Layman Director Elections |
Board | For | FOR 8 funds |
ABSTAIN 1 fund |
| BANNER CORP. | May 22, 2024 | Election Of Director: Kevin F. Riordan Director Elections |
Board | For | FOR 8 funds |
ABSTAIN 1 fund |
| BANNER CORP. | May 22, 2024 | Election Of Director: Margot J. Copeland Director Elections |
Board | For | FOR 8 funds |
ABSTAIN 1 fund |
| BANNER CORP. | May 22, 2024 | Election Of Director: Mark J. Grescovich Director Elections |
Board | For | FOR 8 funds |
ABSTAIN 1 fund |
| BANNER CORP. | May 22, 2024 | Election Of Director: Paul J. Walsh Director Elections |
Board | For | FOR 8 funds |
ABSTAIN 1 fund |
| BANNER CORP. | May 22, 2024 | Election Of Director: Roberto R. Herencia Director Elections |
Board | For | FOR 8 funds |
ABSTAIN 1 fund |
| BANNER CORP. | May 22, 2024 | Election Of Director: Terry S. Schwakopf Director Elections |
Board | For | FOR 8 funds |
ABSTAIN 1 fund |
| BARRICK GOLD CORP. | April 30, 2024 | Advisory Vote on Executive Compensation Compensation |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| BARRICK GOLD CORP. | April 30, 2024 | Elect B. L. Greenspun Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 1 fund |
| BARRICK GOLD CORP. | April 30, 2024 | Elect C. L. Coleman Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 1 fund |
| BARRICK GOLD CORP. | April 30, 2024 | Elect J. B. Harvey Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 1 fund |
| BATH & BODY WORKS INC. | June 27, 2024 | Elect the 10 nominees proposed by the Board of Directors as directors: Lucy Brady Director Elections |
Board | For | FOR 14 funds |
ABSTAIN 2 funds |
| BEIERSDORF AG | April 18, 2024 | Allocation of Dividends Capital Structure |
Board | For | FOR 5 funds |
ABSTAIN 1 fund |
| BEIERSDORF AG | April 18, 2024 | Appointment of Auditor Audit-related |
Board | For | FOR 5 funds |
ABSTAIN 1 fund |
| BEIERSDORF AG | April 18, 2024 | Elect Beatrice Dreyfus as Substitute Member Director Elections |
Board | For | FOR 5 funds |
ABSTAIN 1 fund |
| BEIERSDORF AG | April 18, 2024 | Elect Donya-Florence Amer Director Elections |
Board | For | FOR 5 funds |
ABSTAIN 1 fund |
| BEIERSDORF AG | April 18, 2024 | Elect Frederic Pflanz Director Elections |
Board | For | AGAINST 5 funds |
ABSTAIN 1 fund |
| BEIERSDORF AG | April 18, 2024 | Elect Hong Chow Director Elections |
Board | For | FOR 5 funds |
ABSTAIN 1 fund |
| BEIERSDORF AG | April 18, 2024 | Elect Reinhard Pollath Director Elections |
Board | For | FOR 5 funds |
ABSTAIN 1 fund |
| BEIERSDORF AG | April 18, 2024 | Elect Uta Kemmerich-Keil Director Elections |
Board | For | FOR 5 funds |
ABSTAIN 1 fund |
| BEIERSDORF AG | April 18, 2024 | Elect Wolfgang Herz Director Elections |
Board | For | AGAINST 5 funds |
ABSTAIN 1 fund |
| BEIERSDORF AG | April 18, 2024 | Remuneration Report Compensation |
Board | For | AGAINST 5 funds |
ABSTAIN 1 fund |
| BELLRING BRANDS INC. | January 31, 2024 | Election of Director: Jennifer Kuperman Johnson Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 4 funds |
| BELLRING BRANDS INC. | January 31, 2024 | Election of Director: Shawn W. Conway Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 4 funds |
| BELLRING BRANDS INC. | January 31, 2024 | Election of Director: Thomas P. Erickson Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 4 funds |
← Previous Page 7 of 152 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.