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
731 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 |
|---|---|---|---|---|---|---|
| DELEK US HOLDINGS INC. | May 2, 2024 | Election of Directors: Shlomo Zohar Director Elections |
Board | For | FOR 7 funds |
AGAINST 6 funds |
| DENBURY INC. | October 31, 2023 | The Advisory Compensation Proposal: To approve, on an advisory (non-binding) basis, certain compensation that may be paid or become payable to Denbury's named executive officers in connection with the Merger. Say-on-Pay |
Board | For | AGAINST 11 funds |
FOR 7 funds |
| DESIGNER BRANDS INC. | June 20, 2024 | Advisory vote on the compensation paid to our named executive officers in the fiscal year ended February 3, 2024. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 11 funds |
| DIGITALOCEAN HOLDINGS INC. | June 6, 2024 | Approval, on a non-binding advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 6 funds |
| DIVERSIFIED HEALTHCARE TRUST | May 31, 2024 | Advisory vote to approve executive compensation. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 6 funds |
| DMC GLOBAL INC. | May 15, 2024 | Advisory vote on executive compensation. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 6 funds |
| DONEGAL GROUP INC. | April 18, 2024 | Adopt our 2024 equity incentive plan for directors. Compensation |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| DONEGAL GROUP INC. | April 18, 2024 | Adopt our 2024 equity incentive plan for employees. Compensation |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| DORIAN LPG LTD. | September 13, 2023 | Advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 16 funds |
| DRAFTKINGS INC. | May 13, 2024 | To conduct a non-binding advisory vote on executive compensation. Say-on-Pay |
Board | For | AGAINST 10 funds |
FOR 18 funds |
| DREAM FINDERS HOMES INC. | June 10, 2024 | Approval of an advisory resolution approving executive compensation for fiscal year 2023. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 7 funds |
| DRIL-QUIP INC. | May 7, 2024 | Election of Director: Amy B. Schwetz Director Elections |
Board | For | FOR 7 funds |
AGAINST 4 funds |
| DULUTH HOLDINGS INC. | May 23, 2024 | Election of Directors: Francesca M. Edwardson Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 2 funds |
| DULUTH HOLDINGS INC. | May 23, 2024 | Election of Directors: Stephen L. Schlecht Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 2 funds |
| DUN & BRADSTREET HOLDINGS INC. | June 12, 2024 | Approval of a non-binding advisory resolution on the compensation paid to our named executive officers. Say-on-Pay |
Board | For | FOR 13 funds |
AGAINST 7 funds |
| DYCOM INDUSTRIES INC. | May 23, 2024 | Election of Directors: Jennifer M. Fritzsche Director Elections |
Board | For | FOR 7 funds |
AGAINST 5 funds |
| E.W. SCRIPPS CO. | May 6, 2024 | Election of Directors: Kim Williams Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 6 funds |
| EASTERLY GOVERNMENT PROPERTIES INC. | May 17, 2024 | Approval, on a non-binding advisory basis, of our named executive officer compensation. Say-on-Pay |
Board | For | FOR 10 funds |
AGAINST 12 funds |
| EASTMAN KODAK CO. | May 15, 2024 | Approval of the Second Amendment to the Amended and Restated 2013 Omnibus Incentive Plan Compensation |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| ECOLAB INC. | May 2, 2024 | Election of Directors: John J. Zillmer Director Elections |
Board | Not determined | FOR 13 funds |
AGAINST 27 funds |
| EDGEWELL PERSONAL CARE CO. | February 1, 2024 | Election of Directors: Rakesh Sachdev Director Elections |
Board | For | FOR 7 funds |
AGAINST 7 funds |
| EHEALTH INC. | June 12, 2024 | Approval, on an advisory basis, of the compensation of the Named Executive Officers of eHealth, Inc. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 3 funds |
| ELLINGTON FINANCIAL INC. | May 17, 2024 | The approval, on an advisory basis, of the compensation of the named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 13 funds |
| EMBECTA CORP. | February 7, 2024 | Election of Directors: Dr. Claire Pomeroy Director Elections |
Board | For | FOR 7 funds |
AGAINST 5 funds |
| EMCOR GROUP INC. | June 6, 2024 | Approval, by non-binding advisory vote, of named executive compensation. Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 24 funds |
| EMPIRE STATE REALTY TRUST INC. | May 9, 2024 | Election of Directors: Steven J. Gilbert Director Elections |
Board | For | FOR 11 funds |
AGAINST 3 funds |
| ENANTA PHARMACEUTICALS INC. | March 6, 2024 | To approve an amendment to our 2019 Equity Incentive Plan. Compensation |
Board | For | FOR 3 funds |
AGAINST 2 funds |
| ENERGIZER HOLDINGS INC. | January 29, 2024 | Election of Directors: Robert V. Vitale Director Elections |
Board | For | FOR 7 funds |
AGAINST 5 funds |
| ENERGY RECOVERY INC. | June 6, 2024 | To approve, on an advisory basis, our executive compensation for the fiscal year ended December 31, 2023 as described in the Proxy Statement Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 8 funds |
| ENERPAC TOOL GROUP CORP. | January 25, 2024 | Advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 12 funds |
| ENNIS INC. | July 13, 2023 | Election of Directors: Aaron Carter Director Elections |
Board | For | FOR 8 funds |
AGAINST 2 funds |
| ENOVA INTERNATIONAL INC. | May 8, 2024 | Election of Directors (term expires 2025): Daniel R. Feehan Director Elections |
Board | For | FOR 8 funds |
AGAINST 9 funds |
| ENOVIX CORP. | June 13, 2024 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 5 funds |
| ENPHASE ENERGY INC. | May 15, 2024 | To approve, on advisory basis, the compensation of our named executive officers, as disclosed in the proxy statement. Say-on-Pay |
Board | For | AGAINST 14 funds |
FOR 28 funds |
| EOS ENERGY ENTERPRISES INC. | May 1, 2024 | Amendment to our Amended and Restated 2020 Equity Compensation Plan. Compensation |
Board | For | AGAINST 2 funds |
FOR 1 fund |
| EPLUS INC. | September 14, 2023 | To approve, on an advisory basis, named executive officer compensation. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 9 funds |
| ESCO TECHNOLOGIES INC. | February 7, 2024 | Election of Directors: Janice L. Hess Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 8 funds |
| ESPERION THERAPEUTICS INC. | May 23, 2024 | Election of Class II Directors: Antonio M. Gotto Jr., M.D., D.Phil. Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 1 fund |
| ESQUIRE FINANCIAL HOLDINGS INC. | May 30, 2024 | APPROVAL OF THE ESQUIRE FINANCIAL HOLDINGS, INC. 2024 EQUITY INCENTIVE PLAN. Compensation |
Board | For | AGAINST 2 funds |
FOR 3 funds |
| ESSENT GROUP LTD. | May 1, 2024 | PROVIDE A NON-BINDING, ADVISORY VOTE ON OUR EXECUTIVE COMPENSATION. Say-on-Pay |
Board | For | FOR 14 funds |
AGAINST 17 funds |
| ETSY INC. | June 13, 2024 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | FOR 16 funds |
AGAINST 22 funds |
| EVANS BANCORP INC. | May 7, 2024 | Election of Directors: Christina P. Orsi Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 1 fund |
| EVERTEC INC. | May 23, 2024 | Election of directors: Virginia Gambale Director Elections |
Board | For | FOR 7 funds |
AGAINST 7 funds |
| EXP WORLD HOLDINGS INC. | May 13, 2024 | Approve, by a non-binding, advisory vote, the 2023 compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 9 funds |
| EXPEDIA GROUP INC. | June 25, 2024 | Election of Directors: Alex von Furstenberg Director Elections |
Board | For | WITHHOLD 14 funds |
FOR 27 funds |
| EXPENSIFY INC. | June 14, 2024 | Approval, on an advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 4 funds |
AGAINST 3 funds |
| EXTREME NETWORKS INC. | November 8, 2023 | Approve an amendment and restatement of the Extreme Networks, Inc. 2013 Equity Incentive plan to, among other things, add 5,000,000 shares of our common stock to those reserved for issuance under the plan; and Compensation |
Board | For | AGAINST 5 funds |
FOR 11 funds |
| EXXON MOBIL CORP. | May 29, 2024 | Election of Directors: Joseph L. Hooley Director Elections |
Board | For | AGAINST 14 funds |
FOR 38 funds |
| EYEPOINT PHARMACEUTICALS INC. | June 20, 2024 | To approve an amendment to the EyePoint Pharmaceuticals, Inc. 2023 Long-Term Incentive Plan to (i) increase the number of shares of common stock authorized for issuance thereunder by 4,000,000 shares and (ii) increase the individual non-employee director compensation limit contained therein to $850,000 for ongoing directors in any calendar year and $1,100,000 for new directors in any calendar year. Compensation |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| FARMERS & MERCHANTS BANCORP INC. | April 29, 2024 | Nonbinding Say-on-Pay Proposal. An advisory vote to approve the executive compensation programs of the Company. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 4 funds |
| FARO TECHNOLOGIES INC. | June 13, 2024 | Non-binding resolution to approve the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 5 funds |
| FATE THERAPEUTICS INC. | June 7, 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 6 funds |
AGAINST 6 funds |
| FERGUSON PLC | November 28, 2023 | Election of Directors: Thomas Schmitt Director Elections |
Board | For | AGAINST 4 funds |
FOR 17 funds |
| FIBROGEN INC. | June 5, 2024 | To approve, on an advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 2 funds |
| FIRST ADVANTAGE CORP. | June 7, 2024 | To approve, on an advisory (non-binding) basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 4 funds |
| FIRST ADVANTAGE CORP. | June 7, 2024 | To elect the three Class III director nominees listed in the Proxy Statement: Judith Sim Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| FIRST BANCORP | May 2, 2024 | To approve the 2024 Equity Plan. Compensation |
Board | For | AGAINST 7 funds |
FOR 4 funds |
| FIRST BANCORP | May 23, 2024 | Election of Directors: Juan Acosta Reboyras Director Elections |
Board | For | AGAINST 7 funds |
FOR 12 funds |
| FIRST BUSINESS FINANCIAL SERVICES INC. | April 26, 2024 | Election of three Class II Directors: Laurie S. Benson Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 2 funds |
| FIRST HORIZON CORP. | April 23, 2024 | Ratification of appointment of KPMG LLP as auditors. Audit-related |
Board | For | AGAINST 12 funds |
FOR 9 funds |
| FIRST INTERSTATE BANCSYSTEM INC. | May 20, 2024 | Election of Class III Director Nominees: John M. Heyneman, Jr. Director Elections |
Board | For | FOR 7 funds |
AGAINST 5 funds |
| FIRST MERCHANTS CORP. | May 7, 2024 | Proposal to approve the First Merchants Corporation 2024 Long-Term Equity Incentive Plan. Compensation |
Board | For | FOR 7 funds |
AGAINST 2 funds |
| FIRST MID BANCSHARES INC. | April 24, 2024 | Election of Directors: Holly B. Adams Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 2 funds |
| FIVE BELOW INC. | June 11, 2024 | Election of Directors: Kathleen S. Barclay Director Elections |
Board | For | FOR 12 funds |
AGAINST 7 funds |
| FLUSHING FINANCIAL CORP. | May 29, 2024 | Election of Class B Directors (for a term expiring in 2027): Michael A. Azarian Director Elections |
Board | For | AGAINST 4 funds |
FOR 2 funds |
| FORD MOTOR CO. | May 9, 2024 | Approval of the 2024 Stock Plan for Non-Employee Directors. Compensation |
Board | Not determined | FOR 13 funds |
AGAINST 20 funds |
| FORD MOTOR CO. | May 9, 2024 | Election of Directors: Henry Ford III Director Elections |
Board | Not determined | AGAINST 13 funds |
FOR 20 funds |
| FORD MOTOR CO. | May 9, 2024 | Election of Directors: William E. Kennard Director Elections |
Board | Not determined | AGAINST 13 funds |
FOR 20 funds |
| FORMFACTOR INC. | May 17, 2024 | Election of Directors: Jorge Titinger Director Elections |
Board | For | FOR 7 funds |
AGAINST 5 funds |
| FOSSIL GROUP INC. | June 21, 2024 | Proposal to approve the Fossil Group, Inc. 2024 Long-Term Incentive Plan. Compensation |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| FRANKLIN BSP REALTY TRUST INC. | May 29, 2024 | ADVISORY VOTE ON THE COMPENSATION OF THE COMPANY'S NAMED EXECUTIVE OFFICERS Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 10 funds |
| FRONTIER COMMUNICATIONS PARENT INC. | May 15, 2024 | To approve, on an advisory basis, our named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 10 funds |
FOR 16 funds |
| FS BANCORP INC. | May 23, 2024 | Advisory (non-binding) approval of the compensation of our named executive officers as disclosed in the proxy statement. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 4 funds |
| FTAI INFRASTRUCTURE INC. | May 29, 2024 | Election of Director: Ray M. Robinson Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 1 fund |
| FUBOTV INC. | June 18, 2024 | Approval, on an advisory (non-binding) basis, of the compensation of our named executive officers; Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 4 funds |
| FUNKO INC. | June 4, 2024 | Approval, on an advisory (non-binding) basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 5 funds |
| GAP INC. | May 7, 2024 | Election of Directors: Robert J. Fisher Director Elections |
Board | For | FOR 9 funds |
AGAINST 9 funds |
| GARMIN LTD | June 7, 2024 | Binding vote to approve Fiscal Year 2025 maximum aggregate compensation for the Executive Management Compensation |
Board | For | FOR 13 funds |
AGAINST 17 funds |
| GARMIN LTD. | June 7, 2024 | Advisory vote on the Swiss Statutory Compensation Report. Compensation |
Board | For | FOR 13 funds |
AGAINST 17 funds |
| GARMIN LTD. | June 7, 2024 | Advisory vote on the compensation of Garmin's Named Executive Officers. Say-on-Pay |
Board | For | FOR 14 funds |
AGAINST 24 funds |
| GENERAC HOLDINGS INC. | June 13, 2024 | Election of Class III Directors: Robert D. Dixon Director Elections |
Board | For | FOR 15 funds |
AGAINST 13 funds |
| GENERATION BIO CO. | June 6, 2024 | Approval, on an advisory (non-binding) basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 2 funds |
| GENESCO INC. | June 27, 2024 | Election of nine directors: Joanna Barsh Director Elections |
Board | For | FOR 7 funds |
AGAINST 3 funds |
| GENIE ENERGY LTD. | May 8, 2024 | Election of Directors: W. Wesley Perry Director Elections |
Board | For | AGAINST 2 funds |
FOR 3 funds |
| GEVO INC. | May 21, 2024 | To cast an advisory (non-binding) vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 6 funds |
| GINKGO BIOWORKS HOLDINGS INC. | June 13, 2024 | Advisory vote to approve executive compensation. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 5 funds |
| GLAUKOS CORP. | May 30, 2024 | Approval of the Glaukos Corporation Amended and Restated 2015 Omnibus Incentive Compensation Plan. Compensation |
Board | For | FOR 4 funds |
AGAINST 12 funds |
| GLOBAL PAYMENTS INC. | April 25, 2024 | Election of Twelve Nominees as Directors: Joseph H. Osnoss Director Elections |
Board | For | FOR 13 funds |
AGAINST 16 funds |
| GLOBUS MEDICAL INC. | June 5, 2024 | Election of Directors: David D. Davidar Director Elections |
Board | For | FOR 11 funds |
WITHHOLD 4 funds |
| GOLDMAN SACHS GROUP INC. | April 24, 2024 | Advisory Vote to Approve Executive Compensation (Say on Pay) Say-on-Pay |
Board | For | AGAINST 16 funds |
FOR 41 funds |
| GRAHAM HOLDINGS CO. | May 7, 2024 | Election of Directors: Christopher C. Davis Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 6 funds |
| GREAT SOUTHERN BANCORP INC. | May 8, 2024 | The advisory (non-binding) vote on executive compensation. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 5 funds |
| GREAT SOUTHERN BANCORP INC. | May 8, 2024 | The election of three directors, each for a three-year term: Debra Mallonee (Shantz) Hart Director Elections |
Board | For | FOR 5 funds |
WITHHOLD 2 funds |
| GREENBRIER COMPANIES INC. | January 5, 2024 | Election of Directors: Kelly M. Williams Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 6 funds |
| GRITSTONE BIO INC. | June 17, 2024 | Advisory vote to approve the compensation of the company's named executive officers. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 3 funds |
| GSI TECHNOLOGY INC. | August 24, 2023 | To vote on an advisory (non-binding) resolution regarding the fiscal 2023 compensation of the executive officers named in the Summary Compensation Table included in the proxy statement for the annual meeting. Say-on-Pay |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| HAMILTON INSURANCE GROUP LTD. | June 13, 2024 | Approve, on a non-binding, advisory basis, the fiscal 2023 compensation paid to our named executive officers. Say-on-Pay |
Board | For | FOR 2 funds |
AGAINST 3 funds |
| HANOVER INSURANCE GROUP INC. | May 14, 2024 | Election of three Directors, each for a three-year term: Kathleen S. Lane Director Elections |
Board | For | AGAINST 9 funds |
FOR 9 funds |
| HARBORONE BANCORP INC. | May 15, 2024 | A non-binding advisory resolution to approve the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 6 funds |
| HAYNES INTERNATIONAL INC. | April 16, 2024 | To approve, on an advisory, non-binding, basis, the compensation that may be paid or become payable to Haynes' named executive officers in connection with the transactions contemplated by the Merger Agreement. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 12 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.