Home › Asset managers › Compare 2023-2024 › Charles Schwab vs Invesco
Charles Schwab 2023-2024 · Invesco 2023-2024 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 10,691 | 9,723 | 886 | 82 | 91.6% | 91.4% |
| Board proposals | 9,645 | 8,882 | 731 | 32 | 92.4% | 92.2% |
| E&S shareholder proposals | 302 | 232 | 37 | 33 | 86.2% | 83.9% |
| Other items | 744 | 609 | 118 | 17 | 83.8% | 83.1% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
886 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 | Invesco |
|---|---|---|---|---|---|---|
| MASTERCARD INC. | June 18, 2024 | Consideration of a stockholder proposal requesting a director election resignation bylaw Corporate Governance |
Other | Against | FOR 13 funds |
AGAINST 35 funds |
| MATTHEWS INTERNATIONAL CORP. | February 15, 2024 | Approve the amendment to the Company's Amended and Restated By-laws to limit the liability of the Company's officers for monetary damages. Corporate Governance |
Other | For | AGAINST 7 funds |
FOR 8 funds |
| MCDONALD'S CORP. | May 22, 2024 | Vote to Approve Amendments to the Company's Restated Certificate of Incorporation to Implement Miscellaneous Changes. Corporate Governance |
Other | For | AGAINST 16 funds |
FOR 26 funds |
| MERIDIANLINK INC. | June 6, 2024 | Approval of the adjournment of the annual meeting to the extent there are insufficient votes at the annual meeting to approve any of proposals 1-4. Corporate Governance |
Other | For | AGAINST 4 funds |
FOR 1 fund |
| MITEK SYSTEMS INC. | October 2, 2023 | To approve the amendment to our Certificate of Incorporation to reflect new Delaware law provisions regarding officer exculpation; and Corporate Governance |
Other | For | AGAINST 2 funds |
FOR 2 funds |
| NECESSITY RETAIL REIT INC. | September 8, 2023 | To approve the adjournment of the RTL Special Meeting one or more times if necessary or appropriate to permit, among other things, further solicitation of proxies in favor of the RTL Merger Proposal (the "RTL Adjournment Proposal"). Corporate Governance |
Other | For | AGAINST 9 funds |
FOR 2 funds |
| NOVAVAX INC. | July 11, 2023 | Amendment to the Second Amended and Restated Certificate of Incorporation of Novavax, Inc., as amended, to reflect Delaware law provisions allowing officer exculpation. Corporate Governance |
Other | For | AGAINST 5 funds |
FOR 2 funds |
| NUTANIX INC. | December 8, 2023 | Approval of the amendment to our Amended and Restated Certificate of Incorporation to permit the exculpation of officers. Corporate Governance |
Other | For | AGAINST 9 funds |
FOR 4 funds |
| OLIN CORP. | April 25, 2024 | Shareholder Proposal Corporate Governance |
Other | Against | FOR 11 funds |
AGAINST 10 funds |
| OLO INC. | June 20, 2024 | To approve an amendment to our Amended and Restated Certificate of Incorporation to limit the liability of certain officers as permitted by Delaware law. Corporate Governance |
Other | For | FOR 4 funds |
AGAINST 1 fund |
| OSHKOSH CORP. | May 7, 2024 | To vote on a shareholder proposal on the subject of majority vote director elections. Corporate Governance |
Other | Against | FOR 11 funds |
AGAINST 13 funds |
| PACKAGING CORPORATION OF AMERICA | May 8, 2024 | Proposal to amend the Director Election Resignation Bylaw. Corporate Governance |
Other | Against | FOR 15 funds |
AGAINST 20 funds |
| PARATEK PHARMACEUTICALS INC. | July 6, 2023 | To approve an amendment to the Company's Charter to allow for officer exculpation. Corporate Governance |
Other | For | AGAINST 1 fund |
FOR 1 fund |
| PEPSICO INC. | May 1, 2024 | Shareholder Proposal - Director Election Resignation Bylaw. Shareholder Rights and Defenses |
Other | Not determined | FOR 14 funds |
AGAINST 31 funds |
| PFIZER INC. | April 25, 2024 | Adopt an Independent Board Chair Policy Corporate Governance |
Other | Against | AGAINST 15 funds |
FOR 30 funds |
| PFSWEB INC. | August 29, 2023 | Approve adjournments of the Annual Meeting from time to time to solicit additional proxies if there are insufficient votes at the time of the Annual Meeting to constitute a quorum or to approve Proposals 1-4 Corporate Governance |
Other | For | FOR 1 fund |
AGAINST 1 fund |
| PFSWEB INC. | August 29, 2023 | Approve an amendment to the Rights Agreement with Computershare Inc. as rights agent; Shareholder Rights and Defenses |
Other | For | AGAINST 1 fund |
FOR 1 fund |
| PRICESMART INC. | February 1, 2024 | To approve an amendment to the Company's Amended and Restated Certificate of Incorporation to provide for the limitation of liability of officers of the Company as permitted pursuant to a recent amendment to the General Corporation Laws of Delaware. Corporate Governance |
Other | For | AGAINST 7 funds |
FOR 6 funds |
| PROLOGIS INC. | May 9, 2024 | Vote on a stockholder proposal titled "Simple Majority Vote." Corporate Governance |
Other | Against | AGAINST 15 funds |
FOR 30 funds |
| PRUDENTIAL FINANCIAL INC. | May 14, 2024 | Shareholder proposal regarding an Independent Board Chairman. Corporate Governance |
Other | Against | AGAINST 13 funds |
FOR 24 funds |
| PUBMATIC INC. | May 31, 2024 | To approve an amendment to our Restated Certificate of incorporation to permit the exculpation of officers. Corporate Governance |
Other | For | FOR 2 funds |
AGAINST 2 funds |
| QUALCOMM INC. | March 5, 2024 | Approval of an amendment to our Bylaws to require claims under the Securities Act to be brought in federal court. Shareholder Rights and Defenses |
Other | For | AGAINST 14 funds |
FOR 38 funds |
| RIGEL PHARMACEUTICALS INC. | May 24, 2024 | To approve the adjournment of the Annual Meeting to a later date or dates, if necessary, to permit further solicitation and vote of proxies in the event there are not sufficient votes in favor of the amendment to the Company's Amended and Restated Certificate of Incorporation to effect a reverse stock split. Corporate Governance |
Other | For | FOR 3 funds |
AGAINST 1 fund |
| SALESFORCE INC. | June 27, 2024 | A stockholder proposal requesting a policy to require the Chair of the Board be an independent member of the Board and not a former CEO of the Company, if properly presented at the meeting. Corporate Governance |
Other | Against | AGAINST 14 funds |
FOR 31 funds |
| SEMLER SCIENTIFIC INC. | October 19, 2023 | Approve an amendment to our amended and restated certificate of incorporation to limit the liability of certain company officers as permitted by recent amendments to Delaware law. Corporate Governance |
Other | For | AGAINST 4 funds |
FOR 1 fund |
| SENTINELONE INC. | June 27, 2024 | Approval of an amendment and restatement to our Restated Certificate of Incorporation. Corporate Governance |
Other | For | FOR 6 funds |
AGAINST 2 funds |
| SIMPLY GOOD FOODS CO. | January 18, 2024 | To approve the adoption of the Fourth Amended and Restated Certificate of Incorporation of The Simply Good Foods Company in the form attached as Annex II to the proxy statement Corporate Governance |
Other | For | AGAINST 7 funds |
FOR 10 funds |
| SKILLSOFT CORP. | July 20, 2023 | To approve an amendment to our Second Amended and Restated Certificate of Incorporation (the "Certificate of Incorporation") to limit the liability of certain of our officers as permitted pursuant to recent amendments to the Delaware General Corporation Law; Corporate Governance |
Other | For | AGAINST 2 funds |
FOR 1 fund |
| SMITH & WESSON BRANDS INC. | September 19, 2023 | A management proposal (ratification of Nevada exclusive forum provision). Shareholder Rights and Defenses |
Other | For | AGAINST 7 funds |
FOR 2 funds |
| SMITH & WESSON BRANDS INC. | September 19, 2023 | A stockholder proposal (right to call special shareholder meeting). Corporate Governance |
Other | Against | AGAINST 7 funds |
FOR 2 funds |
| SOUTHERN CO. | May 22, 2024 | Stockholder proposal regarding simple majority vote Corporate Governance |
Other | Against | AGAINST 12 funds |
FOR 21 funds |
| SPX TECHNOLOGIES INC. | May 14, 2024 | Approval of the Amendment to our Certificate of Incorporation to Add a Delaware Forum Selection Provision for Certain Legal Actions. Shareholder Rights and Defenses |
Other | For | AGAINST 8 funds |
FOR 8 funds |
| SPX TECHNOLOGIES INC. | May 14, 2024 | Approval of the Amendment to our Certificate of Incorporation to Add a Federal Forum Selection Provision for Claims under the Securities Act of 1933. Shareholder Rights and Defenses |
Other | For | AGAINST 8 funds |
FOR 8 funds |
| SYNOPSYS INC. | April 10, 2024 | To vote on a stockholder proposal regarding an independent Board chair requirement, if properly presented at the meeting. Corporate Governance |
Other | Against | AGAINST 13 funds |
FOR 25 funds |
| TALOS ENERGY INC. | May 23, 2024 | To approve a Certificate of Amendment to the Company's Second Amended and Restated Certificate of Incorporation to reflect new Delaware law provisions regarding officer exculpation. Corporate Governance |
Other | For | AGAINST 7 funds |
FOR 6 funds |
| TARGET CORP. | June 12, 2024 | Shareholder proposal to adopt a policy for an independent board chair. Corporate Governance |
Other | Against | AGAINST 12 funds |
FOR 21 funds |
| TELEFLEX INC. | May 3, 2024 | Stockholder proposal, if properly presented at the Annual Meeting, to reduce the ownership threshold to call a special stockholder meeting. Corporate Governance |
Other | Against | AGAINST 14 funds |
FOR 12 funds |
| TEXAS PACIFIC LAND CORP. | November 10, 2023 | To consider a non-binding stockholder proposal regarding adopting a policy requiring executives to retain a significant portion of stock until retirement. Compensation |
Other | Against | AGAINST 12 funds |
FOR 5 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 3 funds |
| TRAVEL + LEISURE CO. | May 15, 2024 | A proposal to amend the Company's Certificate of Incorporation to require that claims under the Securities Act of 1933, as amended, be brought only in federal court. Shareholder Rights and Defenses |
Other | For | AGAINST 9 funds |
FOR 12 funds |
| 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 4 funds |
| 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 |
AGAINST 2 funds |
| UNITED RENTALS INC. | May 9, 2024 | Stockholder Proposal for Directors to be Elected by Majority Vote Corporate Governance |
Other | Not determined | FOR 14 funds |
AGAINST 31 funds |
| 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 |
FOR 7 funds |
| 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 |
FOR 9 funds |
| VERIZON COMMUNICATIONS INC. | May 9, 2024 | Amend Clawback Policy Compensation |
Other | Not determined | AGAINST 14 funds |
FOR 37 funds |
| VERIZON COMMUNICATIONS INC. | May 9, 2024 | Independent Board chair Corporate Governance |
Other | Not determined | AGAINST 14 funds |
FOR 37 funds |
| 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 |
FOR 24 funds |
| 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 |
| WALGREENS BOOTS ALLIANCE INC. | January 25, 2024 | Stockholder proposal requesting an independent board chairman. Corporate Governance |
Other | Against | AGAINST 13 funds |
FOR 25 funds |
| 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 |
FOR 6 funds |
| 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 9 funds |
| 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 10 funds |
| ZOETIS INC. | May 22, 2024 | Shareholder proposal regarding an improvement to our director resignation policy. Corporate Governance |
Other | Against | FOR 16 funds |
AGAINST 20 funds |
| 3M CO. | May 14, 2024 | To elect 12 members to the Board of Directors, each for a term of one year: Gregory R. Page Director Elections |
Board | For | FOR 12 funds |
AGAINST 19 funds |
| AADI BIOSCIENCE INC. | June 11, 2024 | To approve, on an advisory basis, the compensation of the named executive officers identified in the 2023 Summary Compensation Table in the "Executive Compensation" section of the proxy statement. Say-on-Pay |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| ABBOTT LABORATORIES | April 26, 2024 | Election of 12 Directors: N. McKinstry Director Elections |
Board | For | AGAINST 16 funds |
FOR 24 funds |
| ABBVIE INC. | May 3, 2024 | Election of Class III Directors: Glenn F. Tilton Director Elections |
Board | For | FOR 15 funds |
AGAINST 29 funds |
| ACM RESEARCH INC. | June 13, 2024 | Election of Directors: Chenming C. Hu Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 3 funds |
| ACM RESEARCH INC. | June 13, 2024 | Election of Directors: Haiping Dun Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 3 funds |
| ACM RESEARCH INC. | June 13, 2024 | Election of Directors: Tracy Liu Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 3 funds |
| ACNB CORP. | May 7, 2024 | TO CONDUCT A NON-BINDING VOTE ON EXECUTIVE COMPENSATION. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 3 funds |
| ADAPTHEALTH CORP. | June 20, 2024 | Say-on-Pay - Non-binding advisory vote to approve the compensation paid to AdaptHealth's named executive officers. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 9 funds |
| ADAPTIVE BIOTECHNOLOGIES CORP. | June 7, 2024 | To approve, on a non-binding advisory basis, the compensation of our named executive officers as described in the proxy statement; Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 6 funds |
| ADTRAN HOLDINGS INC. | May 8, 2024 | Election of Directors: Balan Nair Director Elections |
Board | For | AGAINST 7 funds |
FOR 5 funds |
| ADTRAN HOLDINGS INC. | May 8, 2024 | Election of Directors: Gregory J. McCray Director Elections |
Board | For | AGAINST 7 funds |
FOR 5 funds |
| ADTRAN HOLDINGS INC. | May 8, 2024 | Election of Directors: H. Fenwick Huss Director Elections |
Board | For | AGAINST 7 funds |
FOR 5 funds |
| ADTRAN HOLDINGS INC. | May 8, 2024 | Election of Directors: Jacqueline H. Rice Director Elections |
Board | For | AGAINST 7 funds |
FOR 5 funds |
| ADTRAN HOLDINGS INC. | May 8, 2024 | Election of Directors: Nikos Theodosopoulos Director Elections |
Board | For | AGAINST 7 funds |
FOR 5 funds |
| ADVANSIX INC. | June 13, 2024 | An advisory vote to approve executive compensation. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 12 funds |
| AERSALE CORP. | June 4, 2024 | Election of Directors: Jonathan Seiffer Director Elections |
Board | For | AGAINST 2 funds |
FOR 1 fund |
| AGENUS INC. | June 11, 2024 | To approve an amendment to our Amended and Restated 2019 Equity Incentive Plan. Compensation |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| AKAMAI TECHNOLOGIES INC. | May 10, 2024 | Election of Directors: Madhu Ranganathan Director Elections |
Board | For | AGAINST 13 funds |
FOR 20 funds |
| AKAMAI TECHNOLOGIES INC. | May 10, 2024 | Election of Directors: Tom Killalea Director Elections |
Board | For | FOR 13 funds |
AGAINST 20 funds |
| AKERO THERAPEUTICS INC. | June 7, 2024 | To consider and act upon a non-binding, advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 5 funds |
| AKOUSTIS TECHNOLOGIES INC. | November 2, 2023 | Proposal to approve, on a non-binding, advisory basis, the compensation paid to our named executive officers. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 2 funds |
| ALARM.COM HOLDINGS INC. | June 5, 2024 | To approve, on an advisory basis, the compensation of the Company's named executive officers as disclosed in the Proxy Statement. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 9 funds |
| ALDEYRA THERAPEUTICS INC. | June 4, 2024 | To approve, on a non-binding, advisory basis, the compensation of Aldeyra Therapeutics, Inc.'s named executive officers. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 3 funds |
| ALECTOR INC. | June 12, 2024 | Advisory vote on executive compensation. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 5 funds |
| ALEXANDRIA REAL ESTATE EQUITIES INC. | May 14, 2024 | Election of Directors: James P. Cain Director Elections |
Board | For | AGAINST 17 funds |
FOR 27 funds |
| ALEXANDRIA REAL ESTATE EQUITIES INC. | May 14, 2024 | Election of Directors: Richard H. Klein Director Elections |
Board | For | AGAINST 17 funds |
FOR 27 funds |
| ALEXANDRIA REAL ESTATE EQUITIES INC. | May 14, 2024 | Election of Directors: Steven R. Hash Director Elections |
Board | For | AGAINST 17 funds |
FOR 27 funds |
| ALEXANDRIA REAL ESTATE EQUITIES INC. | May 14, 2024 | To cast a non-binding, advisory vote on a resolution to approve the compensation of the Company's named executive officers, as more particularly described in the accompanying Proxy Statement. Say-on-Pay |
Board | For | AGAINST 18 funds |
FOR 37 funds |
| ALLAKOS INC. | May 24, 2024 | A non-binding advisory vote on our named executive officer compensation. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 2 funds |
| ALLOGENE THERAPEUTICS INC. | June 5, 2024 | Election of Directors: Franz Humer, Ph.D. Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 2 funds |
| ALLOGENE THERAPEUTICS INC. | June 5, 2024 | Election of Directors: John DeYoung Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 2 funds |
| ALLY FINANCIAL INC. | May 7, 2024 | Election of Directors: Kenneth J. Bacon Director Elections |
Board | For | FOR 12 funds |
AGAINST 9 funds |
| ALLY FINANCIAL INC. | May 7, 2024 | Election of Directors: Kim S. Fennebresque Director Elections |
Board | For | FOR 12 funds |
AGAINST 9 funds |
| ALPHABET INC. | June 7, 2024 | Election of ten Directors: Frances H. Arnold Director Elections |
Board | For | AGAINST 14 funds |
FOR 50 funds |
| ALPHABET INC. | June 7, 2024 | Election of ten Directors: John L. Hennessy Director Elections |
Board | For | AGAINST 14 funds |
FOR 50 funds |
| ALTAIR ENGINEERING INC. | May 16, 2024 | To vote, on an advisory basis, on the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 8 funds |
| ALTO INGREDIENTS INC. | June 20, 2024 | To approve an amendment to our 2016 Stock Incentive Plan to increase the number of shares of common stock authorized for issuance under the plan from 11,400,000 shares to 15,200,000 shares. Compensation |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| ALX ONCOLOGY HOLDINGS INC. | June 12, 2024 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 4 funds |
| AMBARELLA INC. | June 12, 2024 | To approve an amendment and restatement of the Ambarella, Inc. 2021 Equity Incentive Plan. Compensation |
Board | For | AGAINST 5 funds |
FOR 3 funds |
| AMC ENTERTAINMENT HOLDINGS INC. | June 5, 2024 | Proposal to approve the AMC Entertainment Holdings, Inc. 2024 Equity Incentive Plan. Compensation |
Board | For | FOR 6 funds |
AGAINST 2 funds |
| AMERICAN AIRLINES GROUP INC. | June 5, 2024 | Advisory vote to approve executive compensation (Say-on-Pay) Say-on-Pay |
Board | For | FOR 16 funds |
AGAINST 24 funds |
| AMERICAN AXLE & MANUFACTURING HOLDINGS INC. | May 2, 2024 | Election of Directors: Samuel Valenti III Director Elections |
Board | For | FOR 8 funds |
AGAINST 7 funds |
| AMERICAN INTERNATIONAL GROUP INC. | May 15, 2024 | Advisory Vote to Approve Named Executive Officer Compensation. Say-on-Pay |
Board | For | AGAINST 14 funds |
FOR 54 funds |
| AMERICAN NATIONAL BANKSHARES INC. | November 14, 2023 | Proposal to approve, on an advisory (non-binding) basis, specified compensation that may be paid or become payable to the named executive officers of American National that is based on or otherwise relates to the merger. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 2 funds |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 13, 2026 from SEC Form N-PX filings.