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
118 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 |
|---|---|---|---|---|---|---|
| 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 |
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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.