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 |
|---|---|---|---|---|---|---|
| AMERICAN SOFTWARE INC. | August 22, 2023 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 4 funds |
AGAINST 4 funds |
| AMETEK INC. | May 7, 2024 | Election of Directors for a term of three years: Suzanne L. Stefany Director Elections |
Board | For | FOR 13 funds |
AGAINST 25 funds |
| AMKOR TECHNOLOGY INC. | May 14, 2024 | Election of Directors: Gil C. Tily Director Elections |
Board | For | FOR 11 funds |
WITHHOLD 9 funds |
| AMPHASTAR PHARMACEUTICALS INC. | June 3, 2024 | To approve the amendment and restatement of our 2015 Equity Incentive Plan. Compensation |
Board | For | FOR 8 funds |
AGAINST 8 funds |
| ANAPTYSBIO INC. | June 12, 2024 | To approve the amendment and restatement of our 2017 Equity Incentive Plan. Compensation |
Board | For | FOR 4 funds |
AGAINST 3 funds |
| ANAPTYSBIO INC. | June 12, 2024 | To conduct a non-binding advisory vote on the compensation of our named executive officers as disclosed in the accompanying materials. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 6 funds |
| ANNALY CAPITAL MANAGEMENT INC. | May 15, 2024 | Advisory approval of the Company's executive compensation. Say-on-Pay |
Board | For | AGAINST 13 funds |
FOR 14 funds |
| ANNEXON INC. | June 5, 2024 | To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 4 funds |
| ANYWHERE REAL ESTATE INC. | May 2, 2024 | Advisory Approval of the Compensation of Our Named Executive Officers. Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 10 funds |
| APARTMENT INCOME REIT CORP. | June 25, 2024 | Proposal to approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to our principal executive officer, principal financial officer, and the three other most highly compensated executive officers calculated in accordance with the Securities and Exchange Commission's rules and regulations, that is based on or otherwise relates to the merger. Say-on-Pay |
Board | For | AGAINST 15 funds |
FOR 15 funds |
| APOGEE ENTERPRISES INC. | June 20, 2024 | APPROVAL OF THE APOGEE ENTERPRISES, INC. 2019 NON-EMPLOYEE DIRECTOR STOCK PLAN, AS AMENDED AND RESTATED (2024) TO INCREASE THE NUMBER OF SHARES AUTHORIZED FOR AWARDS FROM 150,000 TO 300,000. Compensation |
Board | For | FOR 7 funds |
AGAINST 10 funds |
| APOLLO COMMERCIAL REAL ESTATE FINANCE | June 7, 2024 | Approval, on an advisory basis, of the compensation of Apollo Commercial Real Estate Finance, Inc.'s named executive officers, as more fully described in the 2024 Proxy Statement. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 11 funds |
| APPLIED DIGITAL CORP. | November 9, 2023 | Approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 2 funds |
AGAINST 6 funds |
| APPLIED OPTOELECTRONICS INC. | June 6, 2024 | To approve a portion of the award of performance-vesting restricted stock units (PSUs) granted to our Chief Executive Officer in June 2023 with respect to 355,871 shares at target level performance, which portion exceeded the annual limit on the value of awards granted under our 2021 Equity Incentive Plan. Compensation |
Board | For | AGAINST 1 fund |
FOR 2 funds |
| APPLIED OPTOELECTRONICS INC. | June 6, 2024 | To approve our 2021 Equity Incentive Plan, as amended to increase the number of shares of Common Stock reserved for issuance thereunder by 2,000,000 shares and increase certain annual limits on the value of awards. Compensation |
Board | For | AGAINST 1 fund |
FOR 2 funds |
| APPLIED OPTOELECTRONICS INC. | June 6, 2024 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 4 funds |
| APPLOVIN CORP. | June 5, 2024 | Election of Directors: CRAIG BILLINGS Director Elections |
Board | For | WITHHOLD 13 funds |
FOR 9 funds |
| APPLOVIN CORP. | June 5, 2024 | Election of Directors: MARGARET GEORGIADIS Director Elections |
Board | For | WITHHOLD 13 funds |
FOR 9 funds |
| APYX MEDICAL CORP. | August 10, 2023 | The approval of the 2023 Share Incentive Plan. Compensation |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| ARCHROCK INC. | April 25, 2024 | Advisory, non-binding vote to approve the compensation provided to our Named Executive Officers for 2023 Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 14 funds |
| ARCTURUS THERAPEUTICS HOLDINGS INC. | June 14, 2024 | To approve an amendment to the Amended and Restated 2019 Omnibus Equity Incentive Plan (as amended, the "Plan") to, among other things, increase the maximum number of shares of common stock available to Plan participants thereunder by 2,000,000 shares to an aggregate of 10,750,000 shares, as provided in Proposal Number 2 of the Proxy Statement. Compensation |
Board | For | FOR 4 funds |
AGAINST 2 funds |
| ARCUS BIOSCIENCES INC. | June 6, 2024 | To ratify the selection by the Audit Committee of the Board of Directors of Ernst & Young LLP as the independent registered public accounting firm of Arcus Biosciences for its fiscal year ending December 31, 2024. Audit-related |
Board | For | AGAINST 5 funds |
FOR 4 funds |
| ARDELYX INC. | June 14, 2024 | To approve, on a non-binding, advisory basis, the compensation of our named executive officers as disclosed in the proxy statement accompanying this notice pursuant to the compensation disclosure rules of the Securities and Exchange Commission ("Say-on-Pay"); Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 5 funds |
| ARES MANAGEMENT CORP. | June 4, 2024 | Election of Directors: Michael J Arougheti Director Elections |
Board | Not determined | FOR 11 funds |
AGAINST 12 funds |
| ARES MANAGEMENT CORP. | June 4, 2024 | Election of Directors: Michael Lynton Director Elections |
Board | Not determined | FOR 11 funds |
AGAINST 12 funds |
| ARMOUR RESIDENTIAL REIT INC. | May 31, 2024 | To approve, by non-binding advisory vote, ARMOUR's 2023 executive compensation. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 9 funds |
| ARTHUR J. GALLAGHER & CO. | May 7, 2024 | Election of Directors: Chris Miskel Director Elections |
Board | For | AGAINST 15 funds |
FOR 33 funds |
| ARTISAN PARTNERS ASSET MANAGEMENT INC. | June 14, 2024 | Advisory Vote to Approve Named Executive Officer Compensation. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 14 funds |
| ASHFORD HOSPITALITY TRUST INC. | May 14, 2024 | Election of Directors: Frederick J. Kleisner Director Elections |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| ATLASSIAN CORP. | December 6, 2023 | An advisory vote to approve the fiscal year 2023 compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 10 funds |
FOR 17 funds |
| ATLASSIAN CORP. | December 6, 2023 | Election of Directors: Richard P. Wong Director Elections |
Board | For | AGAINST 7 funds |
FOR 9 funds |
| ATRICURE INC. | May 13, 2024 | Advisory vote on the compensation of our named executive officers as disclosed in the proxy statement for the 2024 Annual Meeting. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 5 funds |
| AUTONATION INC. | April 24, 2024 | Approval of the AutoNation, Inc. 2024 Non-Employee Director Equity Plan. Compensation |
Board | For | FOR 11 funds |
AGAINST 14 funds |
| AVANGRID INC. | July 18, 2023 | APPROVE, ON AN ADVISORY BASIS, NAMED EXECUTIVE OFFICER COMPENSATION. Say-on-Pay |
Board | For | FOR 12 funds |
AGAINST 10 funds |
| AVANTAX INC | November 21, 2023 | Proposal to approve, by a non-binding advisory vote, the compensation that may be paid or become payable to Avantax, Inc.'s named executive officers that is based on, or otherwise relates to, the merger of C2023 Sub Corp. with and into Avantax, Inc., as contemplated by the merger agreement. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 11 funds |
| AVIDITY BIOSCIENCES INC. | June 13, 2024 | To consider and vote upon, on an advisory basis, the compensation of our named executive officers as disclosed in the related proxy statement pursuant to the compensation disclosure rules of the Securities and Exchange Commission; and Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 7 funds |
| AVIDXCHANGE HOLDINGS INC. | June 20, 2024 | A proposal to approve, on a non-binding advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 4 funds |
| AVITA MEDICAL INC. | June 5, 2024 | Advisory vote to approve the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 2 funds |
| AVNET INC. | November 16, 2023 | Election of Directors: Adalio T. Sanchez Director Elections |
Board | For | FOR 8 funds |
AGAINST 15 funds |
| AXOGEN INC. | June 5, 2024 | To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers as disclosed in the Company's Proxy Statement. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 3 funds |
| AXON ENTERPRISE INC. | May 10, 2024 | Proposal No. 3 requests that shareholders vote to approve the Axon Enterprise, Inc. 2024 eXponential Stock Plan. Compensation |
Board | For | AGAINST 11 funds |
FOR 23 funds |
| AXON ENTERPRISE INC. | May 10, 2024 | Proposal No. 4 requests that shareholders vote to approve the 2024 CEO Performance Award. Compensation |
Board | For | AGAINST 11 funds |
FOR 23 funds |
| AXON ENTERPRISE INC. | May 10, 2024 | Proposal No. 5 requests that shareholders vote to approve, on an advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 12 funds |
FOR 29 funds |
| AZEK COMPANY INC. | March 1, 2024 | To approve, on an advisory, non-binding basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 12 funds |
AGAINST 7 funds |
| AZZ INC. | July 11, 2023 | Election of Directors: Daniel E. Berce Director Elections |
Board | For | FOR 8 funds |
AGAINST 6 funds |
| BALL CORP. | April 24, 2024 | Election of Directors: John A. Bryant Director Elections |
Board | For | FOR 13 funds |
AGAINST 17 funds |
| BANCORP INC. | May 29, 2024 | Approval of The Bancorp, Inc. 2024 Equity Incentive Plan. Compensation |
Board | For | AGAINST 7 funds |
FOR 8 funds |
| BANDWIDTH INC. | May 23, 2024 | To approve, on an advisory basis, the compensation of the Company's named executive officers as disclosed in the Proxy Statement; and Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 5 funds |
| BANKUNITED INC. | May 15, 2024 | Advisory vote to approve the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 11 funds |
| BANKWELL FINANCIAL GROUP INC. | May 29, 2024 | Election of Directors: Carl M. Porto Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 1 fund |
| BAXTER INTERNATIONAL INC. | May 7, 2024 | Election of Directors: Cathy R. Smith Director Elections |
Board | For | AGAINST 13 funds |
FOR 22 funds |
| BAYCOM CORP. | June 18, 2024 | An advisory (non-binding) vote on executive compensation. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 3 funds |
| BEAM THERAPEUTICS INC. | June 5, 2024 | Approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 5 funds |
| BECTON, DICKINSON AND CO. | January 23, 2024 | Election of Directors: Timothy M. Ring Director Elections |
Board | For | FOR 13 funds |
AGAINST 32 funds |
| BEYOND INC. | May 21, 2024 | The approval of the grant of a performance-based stock option to Marcus A. Lemonis, the Company's Executive Chairman. Compensation |
Board | For | AGAINST 8 funds |
FOR 3 funds |
| BIG 5 SPORTING GOODS CORP. | June 5, 2024 | Election of Three Class A Directors: David R. Jessick Director Elections |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| BIGCOMMERCE HOLDINGS INC. | May 16, 2024 | Non-binding advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 4 funds |
AGAINST 3 funds |
| BIOATLA INC. | June 13, 2024 | Approve, by a non-binding advisory vote, the executive compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 2 funds |
| BIOCRYST PHARMACEUTICALS INC. | June 12, 2024 | To approve an amended and restated Stock Incentive Plan, increasing the number of shares available for issuance under the Stock Incentive Plan by 7,000,000 shares. Compensation |
Board | For | FOR 5 funds |
AGAINST 2 funds |
| BIOTE CORP. | May 21, 2024 | To ratify the appointment of Deloitte & Touche LLP as our independent registered public accounting firm for the fiscal year ending December 31, 2024; and Audit-related |
Board | For | AGAINST 2 funds |
FOR 1 fund |
| BLACKROCK INC. | May 15, 2024 | Approval, in a non-binding advisory vote, of the compensation for named executive officers. Say-on-Pay |
Board | For | AGAINST 16 funds |
FOR 33 funds |
| BLACKSTONE MORTGAGE TRUST INC. | June 21, 2024 | Advisory Vote on Executive Compensation: To approve in a non-binding, advisory vote, the compensation paid to our named executive officers. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 9 funds |
| BLUE OWL CAPITAL INC. | June 13, 2024 | Election of Directors: Marc Zahr Director Elections |
Board | For | FOR 9 funds |
AGAINST 7 funds |
| BLUE OWL CAPITAL INC. | June 13, 2024 | Election of Directors: Stacy Polley Director Elections |
Board | For | AGAINST 9 funds |
FOR 7 funds |
| BLUEPRINT MEDICINES CORP. | June 12, 2024 | Approval of a non-binding advisory vote on the compensation paid to our named executive officers. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 11 funds |
| BLUEPRINT MEDICINES CORP. | June 12, 2024 | Approval of the Blueprint Medicines Corporation 2024 Stock Incentive Plan. Compensation |
Board | For | FOR 5 funds |
AGAINST 8 funds |
| BOEING CO. | May 17, 2024 | Election of Directors: Akhil Johri Director Elections |
Board | For | AGAINST 13 funds |
FOR 17 funds |
| BOEING CO. | May 17, 2024 | Election of Directors: David L. Calhoun Director Elections |
Board | For | AGAINST 13 funds |
FOR 17 funds |
| BOEING CO. | May 17, 2024 | Election of Directors: David L. Joyce Director Elections |
Board | For | AGAINST 13 funds |
FOR 17 funds |
| BORGWARNER INC. | April 24, 2024 | Approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 16 funds |
FOR 26 funds |
| BOYD GAMING CORP. | May 9, 2024 | Advisory vote on executive compensation. Say-on-Pay |
Board | For | FOR 12 funds |
AGAINST 12 funds |
| BRAZE INC. | June 27, 2024 | Advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 7 funds |
| BRIDGEBIO PHARMA INC. | June 21, 2024 | To approve an amendment and restatement of the 2021 Amended and Restated BridgeBio Pharma, Inc. Stock Option and Incentive Plan to, among other things, increase the number of shares of common stock reserved for issuance thereunder by 6,500,000 shares. Compensation |
Board | For | AGAINST 6 funds |
FOR 5 funds |
| BRIGHTVIEW HOLDINGS INC. | March 5, 2024 | To approve the amendment to the BrightView Holdings, Inc. Amended and Restated 2018 Omnibus Incentive Plan. Compensation |
Board | For | FOR 7 funds |
AGAINST 3 funds |
| BROADCOM INC. | April 22, 2024 | Election of Directors: Check Kian Low Director Elections |
Board | For | AGAINST 16 funds |
FOR 49 funds |
| BROADCOM INC. | April 22, 2024 | Election of Directors: Diane M. Bryant Director Elections |
Board | For | AGAINST 16 funds |
FOR 49 funds |
| BROADCOM INC. | April 22, 2024 | Election of Directors: Eddy W. Hartenstein Director Elections |
Board | For | AGAINST 16 funds |
FOR 49 funds |
| BRT APARTMENTS CORP. | June 11, 2024 | A proposal to approve the Company's 2024 Incentive Plan. Compensation |
Board | For | AGAINST 2 funds |
FOR 1 fund |
| BURLINGTON STORES INC. | May 22, 2024 | Approval, on a non-binding advisory basis, of the compensation of Burlington Stores, Inc.'s named executive officers Say-on-Pay |
Board | For | AGAINST 13 funds |
FOR 13 funds |
| C.H. ROBINSON WORLDWIDE INC. | May 9, 2024 | Election of Directors: Henry J. Maier Director Elections |
Board | For | FOR 15 funds |
AGAINST 21 funds |
| C.H. ROBINSON WORLDWIDE INC. | May 9, 2024 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 16 funds |
AGAINST 29 funds |
| C4 THERAPEUTICS INC. | June 20, 2024 | To cast a non-binding, advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 4 funds |
AGAINST 2 funds |
| CAESARS ENTERTAINMENT INC. | June 11, 2024 | COMPANY PROPOSAL: ADVISORY VOTE TO APPROVE NAMED EXECUTIVE OFFICER COMPENSATION. Say-on-Pay |
Board | For | AGAINST 17 funds |
FOR 27 funds |
| CAESARS ENTERTAINMENT INC. | June 11, 2024 | ELECTION OF DIRECTORS: Courtney R. Mather Director Elections |
Board | For | AGAINST 15 funds |
FOR 19 funds |
| CAESARS ENTERTAINMENT INC. | June 11, 2024 | ELECTION OF DIRECTORS: Don R. Kornstein Director Elections |
Board | For | AGAINST 15 funds |
FOR 19 funds |
| CAESARS ENTERTAINMENT INC. | June 11, 2024 | ELECTION OF DIRECTORS: Michael E. Pegram Director Elections |
Board | For | AGAINST 15 funds |
FOR 19 funds |
| CAL-MAINE FOODS INC. | October 6, 2023 | Advisory vote to approve our executive compensation. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 16 funds |
| CANOO INC. | December 29, 2023 | To approve, by an advisory vote, the compensation of the Company's named executive officers, as disclosed in the Proxy Statement. Say-on-Pay |
Board | For | AGAINST 4 funds |
FOR 1 fund |
| CANOPY GROWTH CORP. | September 25, 2023 | To adopt, on an advisory (non-binding) basis, a resolution approving the compensation of the Company's named executive officers as described in the proxy statement. Say-on-Pay |
Board | For | FOR 2 funds |
AGAINST 3 funds |
| CAPITAL ONE FINANCIAL CORP. | May 2, 2024 | Election of Directors: Peter Thomas Killalea Director Elections |
Board | Not determined | FOR 12 funds |
AGAINST 25 funds |
| CAPRI HOLDINGS LTD. | October 25, 2023 | To approve, on an advisory (nonbinding) basis, the compensation that may be paid or become payable to Capri Holdings Limited's named executive officers that is based on or otherwise relates to the Merger Agreement and the transactions contemplated by the Merger Agreement. Say-on-Pay |
Board | For | AGAINST 12 funds |
FOR 16 funds |
| CAPSTAR FINANCIAL HOLDINGS INC. | February 29, 2024 | To approve, on a non-binding, advisory basis, the merger-related named executive officer compensation that will or may be paid to CapStar Financial Holdings, Inc.'s named executive officers in connection with the transactions contemplated by the Merger Agreement. Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 4 funds |
| CAREDX INC. | June 13, 2024 | Approval of 2024 Equity Incentive Plan. Compensation |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| CAREDX INC. | June 13, 2024 | Approval, on an advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 3 funds |
| CARLYLE GROUP INC. | May 29, 2024 | Approval of The Carlyle Group Inc. Amended and Restated 2012 Equity Incentive Plan Compensation |
Board | For | AGAINST 12 funds |
FOR 6 funds |
| CARNIVAL CORP. | April 5, 2024 | To elect Nelda J. Connors as a Director of Carnival Corporation and as a Director of Carnival plc. Director Elections |
Board | For | FOR 13 funds |
AGAINST 14 funds |
| CARROLS RESTAURANT GROUP INC. | May 14, 2024 | To approve, on an advisory (non-binding) basis, the compensation that will or may become payable by Carrols to its named executive officers in connection with the merger of BK Cheshire Corp. with and into Carrols Restaurant Group, Inc. Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 4 funds |
| CARVANA CO. | May 6, 2024 | Election of Directors: Ernest Garcia III Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 1 fund |
| CASS INFORMATION SYSTEMS INC. | April 16, 2024 | Election of Directors: Franklin D. Wicks, Jr. Director Elections |
Board | For | FOR 4 funds |
AGAINST 3 funds |
| CBIZ INC. | May 9, 2024 | Election of Directors: A. Haag Sherman Director Elections |
Board | For | AGAINST 7 funds |
FOR 3 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.