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 |
|---|---|---|---|---|---|---|
| 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 |
| HAYWARD HOLDINGS INC. | May 30, 2024 | Election of Directors: Stephen Felice (cl.III) Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 6 funds |
| HEALTHCARE SERVICES GROUP INC. | May 28, 2024 | To consider an advisory vote on a non-binding resolution to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 9 funds |
| HEIDRICK & STRUGGLES INTERNATIONAL INC. | May 23, 2024 | Approval of the Fifth Amended and Restated Heidrick & Struggles 2012 GlobalShare Program. Compensation |
Board | For | AGAINST 7 funds |
FOR 7 funds |
| HERITAGE INSURANCE HOLDINGS INC. | June 5, 2024 | Election of Directors: Nicholas Pappas Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 2 funds |
| HERON THERAPEUTICS INC. | June 13, 2024 | To amend the 2007 Plan to increase the number of shares of common stock authorized for issuance thereunder by 7,500,000 from 39,190,000 to 46,690,000. Compensation |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| HERON THERAPEUTICS INC. | June 13, 2024 | To approve, on a nonbinding advisory basis, compensation paid to our Named Executive Officers during the fiscal year ended December 31, 2023. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 3 funds |
| HEWLETT PACKARD ENTERPRISE CO. | April 10, 2024 | Election of Directors: Bethany J. Mayer Director Elections |
Board | For | FOR 13 funds |
AGAINST 21 funds |
| HIPPO HOLDINGS INC. | June 4, 2024 | Elect three Class III directors for a three-year term: Sandra Wijnberg Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| HNI CORP. | May 16, 2024 | Approve an increase in the number of shares authorized for issuance under the 2017 Equity Plan for Non-Employee Directors of HNI Corporation Compensation |
Board | For | FOR 7 funds |
AGAINST 8 funds |
| HOME BANCSHARES INC. | April 18, 2024 | Election of Directors: Jim Rankin, Jr. Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 5 funds |
| HOMETRUST BANCSHARES INC. | November 13, 2023 | The election of three directors: Robert E. James, Jr. Director Elections |
Board | For | FOR 3 funds |
WITHHOLD 1 fund |
| HUDSON TECHNOLOGIES INC. | June 12, 2024 | To approve, by non-binding advisory vote, named executive officer compensation. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 6 funds |
| IAC INC. | June 11, 2024 | Election of Directors: David Rosenblatt Director Elections |
Board | For | WITHHOLD 11 funds |
FOR 4 funds |
| IAC INC. | June 11, 2024 | Election of Directors: Michael D. Eisner Director Elections |
Board | For | WITHHOLD 11 funds |
FOR 4 funds |
| IAC INC. | June 11, 2024 | To approve a non-binding advisory vote on IAC's 2023 executive compensation. Say-on-Pay |
Board | For | AGAINST 12 funds |
FOR 7 funds |
| ICF INTERNATIONAL INC. | June 7, 2024 | Election of Directors: Mr. Scott Salmirs Director Elections |
Board | For | FOR 7 funds |
AGAINST 2 funds |
| IDEXX LABORATORIES INC. | May 6, 2024 | Election of Directors (Proposal One): Bruce L. Claflin Director Elections |
Board | For | FOR 15 funds |
AGAINST 34 funds |
| IMMUNOVANT INC. | August 21, 2023 | To approve, on a non-binding, advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 4 funds |
| INDIE SEMICONDUCTOR INC. | June 13, 2024 | To approve an amendment to the 2021 Omnibus Equity Incentive Plan to increase the number of shares of Class A Common Stock reserved for issuance thereunder by 7,000,000 shares. Compensation |
Board | For | AGAINST 4 funds |
FOR 1 fund |
| INDUSTRIAL LOGISTICS PROPERTIES TRUST | May 30, 2024 | Advisory vote to approve executive compensation. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 2 funds |
| INNOSPEC INC. | May 10, 2024 | Election of two Class II Directors: Leslie J. Parrette Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 11 funds |
| INNOVIVA INC. | June 17, 2024 | Elect six directors to serve until the 2025 Annual Meeting of Stockholders: Sapna Srivastava, Ph.D. Director Elections |
Board | For | FOR 7 funds |
AGAINST 11 funds |
| INOGEN INC. | June 5, 2024 | To approve the Inogen, Inc. Amended and Restated 2023 Equity Incentive Plan. Compensation |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| INOVIO PHARMACEUTICALS INC. | May 21, 2024 | To approve, on a non-binding advisory basis, the resolution regarding compensation of our named executive officers described in the accompanying proxy statement. Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| INSTALLED BUILDING PRODUCTS INC. | May 23, 2024 | Election of Directors to serve for three-year terms: Margot L. Carter Director Elections |
Board | For | FOR 7 funds |
AGAINST 12 funds |
| INSTRUCTURE HOLDINGS INC. | May 23, 2024 | To approve, by an advisory vote, the compensation of our named executive officers, as disclosed in the Proxy Statement ("say-on-pay"). Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 2 funds |
| INTELLIA THERAPEUTICS INC. | June 12, 2024 | Approve, on a non-binding advisory basis, the compensation of the named executive officers. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 5 funds |
| INTERACTIVE BROKERS GROUP INC. | April 18, 2024 | Election of Directors: William Peterffy Director Elections |
Board | For | AGAINST 14 funds |
FOR 6 funds |
| INTEST CORP. | June 20, 2024 | Approval, on an advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 3 funds |
| INTUITIVE SURGICAL INC. | April 25, 2024 | The amendment and restatement of the Amended and Restated 2010 Incentive Award Plan. Compensation |
Board | For | AGAINST 15 funds |
FOR 34 funds |
| IONQ INC. | June 5, 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 (the "Say-on-Pay Vote"). Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 4 funds |
| IRHYTHM TECHNOLOGIES INC. | May 29, 2024 | To approve, on a non-binding advisory basis, the named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 12 funds |
| IROBOT CORP. | October 12, 2023 | To approve, on an advisory (non-binding) basis, certain compensation that may be paid or become payable to iRobot's named executive officers in connection with the merger; and Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 7 funds |
| ITRON INC. | May 9, 2024 | Election of Directors: Santiago Perez Director Elections |
Board | For | FOR 8 funds |
AGAINST 10 funds |
| IVERIC BIO INC. | July 6, 2023 | To approve, by non-binding, advisory vote, compensation that may be paid or become payable by IVERIC to its named executive officers in connection with the Merger. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 13 funds |
| JAMES RIVER GROUP HOLDINGS LTD. | July 27, 2023 | To approve, on a non-binding, advisory basis, the 2022 compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 9 funds |
| JEFFERIES FINANCIAL GROUP INC. | March 28, 2024 | Approval of Amendment to Jefferies Financial Group Inc. Equity Compensation Plan. Compensation |
Board | For | FOR 12 funds |
AGAINST 11 funds |
| JETBLUE AIRWAYS CORP. | May 17, 2024 | To approve an amendment to the JetBlue Airways Corporation 2020 Omnibus Equity Incentive Plan to increase the number of shares of common stock authorized for issuance Compensation |
Board | For | FOR 7 funds |
AGAINST 5 funds |
| JOHN B. SANFILIPPO & SON INC. | November 2, 2023 | Advisory Vote to Approve Executive Compensation. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 12 funds |
| JOINT CORP. | May 22, 2024 | Approval, on an advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 3 funds |
| KALVISTA PHARMACEUTICALS INC. | September 26, 2023 | Approval, on a non-binding advisory basis, of the compensation paid by us to our named executive officers as disclosed in the Proxy Statement. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 3 funds |
| KARUNA THERAPEUTICS INC. | March 12, 2024 | To approve, on an advisory, non-binding basis, certain compensation that will or may be paid by Karuna to its named executive officers that is based on or otherwise relates to the merger of Merger Sub with and into Karuna pursuant to the merger agreement. Say-on-Pay |
Board | For | AGAINST 12 funds |
FOR 13 funds |
| KB HOME | April 18, 2024 | Election of Directors: Arthur R. Collins Director Elections |
Board | For | AGAINST 9 funds |
FOR 13 funds |
| KB HOME | April 18, 2024 | Election of Directors: Jodeen A. Kozlak Director Elections |
Board | For | AGAINST 9 funds |
FOR 13 funds |
| KELLANOVA | April 26, 2024 | Election of Directors (term expires 2027): Don Knauss Director Elections |
Board | For | FOR 14 funds |
AGAINST 22 funds |
← Previous Page 5 of 9 Next →
How items are matched and positions counted: see the comparison table and the methodology. Built October 18, 2026 from SEC Form N-PX filings.