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 |
|---|---|---|---|---|---|---|
| NEOGENOMICS INC. | May 23, 2024 | Approval, on an advisory basis, of the Compensation Paid to the Company's Named Executive Officers. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 9 funds |
| NETSCOUT SYSTEMS INC. | September 14, 2023 | To approve the NetScout Systems, Inc. 2019 Equity Incentive Plan, as amended. Compensation |
Board | For | AGAINST 7 funds |
FOR 6 funds |
| NEW YORK COMMUNITY BANCORP INC. | June 5, 2024 | Election of Directors: Jennifer R. Whip Director Elections |
Board | For | FOR 12 funds |
AGAINST 9 funds |
| NEWELL BRANDS INC. | May 9, 2024 | Advisory resolution to approve named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 12 funds |
FOR 15 funds |
| NEWELL BRANDS INC. | May 9, 2024 | Election of Directors: Bridget Ryan Berman Director Elections |
Board | For | AGAINST 11 funds |
FOR 9 funds |
| NEXPOINT REAL ESTATE FINANCE INC. | January 26, 2024 | To approve the amendment and restatement of the NexPoint Real Estate Finance, Inc. 2020 Long Term Incentive Plan. Compensation |
Board | For | AGAINST 2 funds |
FOR 1 fund |
| NICOLET BANKSHARES INC. | May 20, 2024 | Election of Directors: Donald J. Long, Jr. Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 2 funds |
| NICOLET BANKSHARES INC. | May 20, 2024 | Election of Directors: Susan L. Merkatoris Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 2 funds |
| NL INDUSTRIES INC. | May 16, 2024 | Nonbinding advisory vote approving named executive officer compensation. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 2 funds |
| NOODLES & CO. | May 15, 2024 | To approve, on an advisory (non-binding) basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 4 funds |
| NORTHWEST PIPE CO. | June 13, 2024 | Election of Directors: Amanda Julian, for a three-year term, expiring 2027 Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 3 funds |
| NORTHWEST PIPE CO. | June 13, 2024 | Election of Directors: Richard Roman, for a three-year term, expiring 2027 Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 3 funds |
| NORWEGIAN CRUISE LINE HOLDINGS LTD. | June 13, 2024 | Election of Class II Directors: Stella David Director Elections |
Board | For | FOR 13 funds |
AGAINST 13 funds |
| NOVAVAX INC. | June 13, 2024 | Amendment and restatement of the Novavax, Inc. Amended and Restated 2013 Employee Stock Purchase Plan to increase the number of shares of common stock available for issuance thereunder by 1,000,000 shares, such that the number of shares available for issuance thereunder is the lesser of (a) 2,155,000 shares of common stock increased on January 1 of each year by 5% of the share pool on such January 1 (rounded down to the nearest whole share) and (b) 3,510,264 shares of common stock. Compensation |
Board | For | AGAINST 4 funds |
FOR 2 funds |
| NOVAVAX INC. | June 13, 2024 | Election of Class II directors to serve on the Board of Directors, each for a three-year term expiring at the 2027 Annual Meeting of Stockholders: Richard H. Douglas, Ph.D. Director Elections |
Board | For | FOR 4 funds |
AGAINST 2 funds |
| NOVAVAX INC. | June 13, 2024 | The approval, on an advisory basis, of the compensation paid to our Named Executive Officers. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 5 funds |
| NURIX THERAPEUTICS INC. | May 20, 2024 | To approve, on a non-binding 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 4 funds |
| NUVALENT INC. | June 12, 2024 | To approve, on an advisory basis, the compensation paid to our named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 6 funds |
| NV5 GLOBAL INC. | June 18, 2024 | To conduct a non-binding advisory vote to approve the compensation paid to the Company's named executive officers. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 8 funds |
| NVENT ELECTRIC PLC | May 17, 2024 | By Separate Resolutions, Election of Director Nominees: Herbert K. Parker Director Elections |
Board | For | FOR 13 funds |
AGAINST 8 funds |
| NVR INC. | May 7, 2024 | Election of Directors: Alfred E. Festa Director Elections |
Board | For | AGAINST 14 funds |
FOR 24 funds |
| OCEANEERING INTERNATIONAL INC. | May 10, 2024 | Election of Directors: Steven A. Webster Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 7 funds |
| OCULAR THERAPEUTIX INC. | June 12, 2024 | To approve an advisory vote on named executive officer compensation. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 6 funds |
| OFFICE PROPERTIES INCOME TRUST | June 13, 2024 | Advisory vote to approve executive compensation. Say-on-Pay |
Board | For | FOR 10 funds |
AGAINST 6 funds |
| OLD REPUBLIC INTERNATIONAL CORP. | May 23, 2024 | Election of Directors: Steven R. Walker Director Elections |
Board | For | FOR 12 funds |
AGAINST 12 funds |
| OLEMA PHARMACEUTICALS INC. | June 13, 2024 | Approval, on an advisory basis, of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 4 funds |
| OLLIE'S BARGAIN OUTLET HOLDINGS INC. | June 13, 2024 | To approve a non-binding advisory proposal regarding named executive officer compensation. Say-on-Pay |
Board | For | FOR 13 funds |
AGAINST 18 funds |
| OLO INC. | June 20, 2024 | 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 |
| ONE LIBERTY PROPERTIES INC. | June 10, 2024 | A proposal to approve, by non-binding vote, executive compensation of the Company for the year ended December 31, 2023, as disclosed in the accompanying proxy statement. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 5 funds |
| OPENLANE INC. | June 7, 2024 | To approve, on an advisory basis, executive compensation. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 9 funds |
| OPTIMIZERX CORP. | June 5, 2024 | Election of Directors: Gregory D. Wasson Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 1 fund |
| OPTIMIZERX CORP. | June 5, 2024 | Election of Directors: James Lang Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 1 fund |
| OPTIMIZERX CORP. | June 5, 2024 | Election of Directors: Lynn O'Connor Vos Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 1 fund |
| OPTIMIZERX CORP. | June 5, 2024 | Election of Directors: Patrick Spangler Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 1 fund |
| ORACLE CORP. | November 15, 2023 | Approve an Amendment to the Oracle Corporation Amended and Restated 2020 Equity Incentive Plan Compensation |
Board | For | AGAINST 13 funds |
FOR 36 funds |
| ORGANOGENESIS HOLDINGS INC. | June 20, 2024 | Approval of an amendment to our 2018 Equity Incentive Plan to increase the number of shares of Class A common stock reserved for issuance thereunder by 15,900,000 shares. Compensation |
Board | For | FOR 5 funds |
AGAINST 2 funds |
| ORGANON & CO. | June 4, 2024 | Election of Directors: Philip Ozuah, M.D., Ph. D. Director Elections |
Board | For | FOR 12 funds |
AGAINST 9 funds |
| ORMAT TECHNOLOGIES INC. | May 8, 2024 | To approve an amendment and restatement of the Company's 2018 Incentive Compensation Plan to increase the total number of shares reserved thereunder. Compensation |
Board | For | AGAINST 9 funds |
FOR 6 funds |
| ORTHOFIX MEDICAL INC. | June 18, 2024 | Advisory and Non-Binding Vote to Approve Executive Compensation. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 5 funds |
| OUTSET MEDICAL INC. | May 29, 2024 | Advisory vote to approve 2023 named executive officer compensation Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 3 funds |
| OUTSET MEDICAL INC. | May 29, 2024 | Election of Class I Directors: Karen Drexler Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| OVID THERAPEUTICS INC. | June 6, 2024 | Advisory approval of the compensation paid to our named executive officers. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 3 funds |
| PACIFIC BIOSCIENCES OF CALIFORNIA INC. | June 18, 2024 | Election of Directors: Marshall Mohr Director Elections |
Board | For | AGAINST 4 funds |
FOR 3 funds |
| PACIFIC BIOSCIENCES OF CALIFORNIA INC. | June 18, 2024 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 6 funds |
| PALO ALTO NETWORKS INC. | December 12, 2023 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 15 funds |
FOR 40 funds |
| PANGAEA LOGISTICS SOLUTIONS LTD. | August 7, 2023 | To approve, on an advisory, non-binding basis, the compensation of named executive officers. Say-on-Pay |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| PAPA JOHN'S INTERNATIONAL INC. | May 2, 2024 | Election of the following director nominees: Laurette T. Koellner Director Elections |
Board | For | FOR 7 funds |
AGAINST 8 funds |
| PARATEK PHARMACEUTICALS INC. | July 6, 2023 | To consider an advisory vote on the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| PARK HOTELS & RESORTS INC. | April 19, 2024 | Election of Directors: Stephen I. Sadove Director Elections |
Board | For | FOR 10 funds |
AGAINST 7 funds |
| PAYPAL HOLDINGS INC. | May 22, 2024 | Advisory Vote to Approve Named Executive Officer Compensation. Say-on-Pay |
Board | For | FOR 17 funds |
AGAINST 34 funds |
| PDS BIOTECHNOLOGY CORP. | July 14, 2023 | To approve the Third Amended and Restated PDS Biotechnology Corporation 2014 Equity Incentive Plan, which was approved by our Board of Directors on May 19, 2023 Compensation |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| PDS BIOTECHNOLOGY CORP. | June 24, 2024 | To approve an amendment to our Eighth Amended and Restated Certificate of Incorporation, as amended, to increase the number of authorized shares of our common stock from 75,000,000 shares to 150,000,000 shares; Capital Structure |
Board | For | AGAINST 2 funds |
FOR 1 fund |
| PDS BIOTECHNOLOGY CORP. | June 24, 2024 | To approve, by non-binding, advisory vote, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 3 funds |
| PEABODY ENERGY CORP. | May 9, 2024 | Elect eight directors for a one-year term: Andrea E. Bertone Director Elections |
Board | For | FOR 7 funds |
AGAINST 3 funds |
| PEAKSTONE REALTY TRUST | June 18, 2024 | Approval of, on an advisory (non-binding) basis, the compensation paid to the Company's Named Executive Officers as described in the proxy statement; and Say-on-Pay |
Board | For | FOR 10 funds |
AGAINST 4 funds |
| PENSKE AUTOMOTIVE GROUP INC. | May 9, 2024 | Election of Directors: Kimberly McWaters Director Elections |
Board | Not determined | WITHHOLD 12 funds |
FOR 12 funds |
| PERIMETER SOLUTIONS SA | May 23, 2024 | To approve the compensation of certain of the non-employee independent directors of the Company for 2023; Compensation |
Board | For | FOR 7 funds |
AGAINST 1 fund |
| PGT INNOVATIONS INC. | March 18, 2024 | To approve on an advisory (non-binding) basis the compensation that may be paid or become payable to PGTI's named executive officers that is based on or otherwise relates to the merger (referred to as the "merger-related compensation proposal"); Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 9 funds |
| PHREESIA INC. | June 26, 2024 | To approve, on a non-binding, advisory basis, the compensation of our named executive officers, as disclosed in the Proxy Statement. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 4 funds |
| PINTEREST INC. | May 23, 2024 | Approve, on a non-binding advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 14 funds |
FOR 15 funds |
| PJT PARTNERS INC. | June 20, 2024 | To approve, on an advisory basis, the compensation of our Named Executive Officers (Proposal 2). Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 9 funds |
| PLUG POWER INC. | June 5, 2024 | Election of Class I Directors: Maureen O. Helmer Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 5 funds |
| PLYMOUTH INDUSTRIAL REIT INC. | June 27, 2024 | Advisory vote regarding the approval of compensation paid to our executive officers. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 5 funds |
| PMV PHARMACEUTICALS INC. | June 6, 2024 | Approval, on a non-binding advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 4 funds |
AGAINST 2 funds |
| PRA GROUP INC. | June 13, 2024 | Approval, on a non-binding advisory basis, of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 10 funds |
| PRIMEENERGY RESOURCES CORP. | June 5, 2024 | Election of Directors: Clint Hurt Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 1 fund |
| PRIMEENERGY RESOURCES CORP. | June 5, 2024 | Election of Directors: H. Gifford Fong Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 1 fund |
| PRIMERICA INC. | May 8, 2024 | To elect the following directors: Beatriz R. Perez Director Elections |
Board | For | AGAINST 12 funds |
FOR 12 funds |
| PROCEPT BIOROBOTICS CORP. | June 4, 2024 | Approval, on a non-binding advisory basis, of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 3 funds |
| PROSPERITY BANCSHARES INC. | April 16, 2024 | Advisory approval of the compensation of the Company's named executive officers (Say-On-Pay). Say-on-Pay |
Board | For | FOR 13 funds |
AGAINST 15 funds |
| PROTAGONIST THERAPEUTICS INC. | June 20, 2024 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 4 funds |
| PULTEGROUP INC. | May 6, 2024 | Election of Directors: Bryce Blair Director Elections |
Board | For | AGAINST 13 funds |
FOR 24 funds |
| PURPLE INNOVATION INC. | June 11, 2024 | Approve, on an advisory basis, the compensation of the Company's Named Executive Officers as set forth in our Proxy Statement. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 3 funds |
| QUANEX BUILDING PRODUCTS CORP. | February 27, 2024 | To elect 7 directors to serve until the Annual Meeting of Stockholders in 2025: Susan F. Davis Director Elections |
Board | For | AGAINST 7 funds |
FOR 6 funds |
| QUANTUM-SI INC. | May 15, 2024 | To approve, by a non-binding, advisory vote, of the compensation of our named executive officers, as described in our proxy statement. Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 2 funds |
| QUIDELORTHO CORP. | May 14, 2024 | Approval of, on an advisory basis, the compensation of QuidelOrtho's named executive officers. Say-on-Pay |
Board | For | FOR 12 funds |
AGAINST 11 funds |
| QUOTIENT TECHNOLOGY INC. | August 3, 2023 | To approve, on an advisory basis, the compensation of our named executive officers, as disclosed in the proxy statement in accordance with Securities and Exchange Commission rules. Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 3 funds |
| QUOTIENT TECHNOLOGY INC. | September 1, 2023 | To approve, on an advisory (nonbinding) basis, the compensation that may be paid or become payable to Quotient Technology Inc.'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 3 funds |
FOR 3 funds |
| RAYMOND JAMES FINANCIAL INC. | February 22, 2024 | Advisory vote to approve executive compensation. Say-on-Pay |
Board | For | AGAINST 15 funds |
FOR 31 funds |
| RECURSION PHARMACEUTICALS INC. | June 3, 2024 | Advisory vote to approve executive compensation as disclosed in the 2024 Proxy Statement. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 5 funds |
| RED RIVER BANCSHARES INC. | May 2, 2024 | Election of Directors: Teddy R. Price Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 1 fund |
| RENAISSANCERE HOLDINGS LTD. | May 13, 2024 | To approve, by a non-binding advisory vote, the compensation of the named executive officers of RenaissanceRe Holdings Ltd. as disclosed in the proxy statement. Say-on-Pay |
Board | For | FOR 14 funds |
AGAINST 15 funds |
| RESIDEO TECHNOLOGIES INC. | June 5, 2024 | Election of Directors: Jack Lazar Director Elections |
Board | For | FOR 8 funds |
AGAINST 6 funds |
| REVOLVE GROUP INC. | June 7, 2024 | Election of Directors: Melanie Cox Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 2 funds |
| REVOLVE GROUP INC. | June 7, 2024 | Election of Directors: Michael Karanikolas Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 2 funds |
| REVOLVE GROUP INC. | June 7, 2024 | Election of Directors: Michael Mente Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 2 funds |
| REX AMERICAN RESOURCES CORP. | June 11, 2024 | ELECTION OF DIRECTORS: David S. Harris Director Elections |
Board | For | AGAINST 7 funds |
FOR 7 funds |
| REXFORD INDUSTRIAL REALTY INC. | June 11, 2024 | Election of Directors: Richard S. Ziman Director Elections |
Board | For | AGAINST 14 funds |
FOR 11 funds |
| REXFORD INDUSTRIAL REALTY INC. | June 11, 2024 | The advisory resolution to approve the Company's named executive officer compensation for the fiscal year ended December 31, 2023, as described in the Rexford Industrial Realty, Inc. Proxy Statement. Say-on-Pay |
Board | For | AGAINST 16 funds |
FOR 19 funds |
| REYNOLDS CONSUMER PRODUCTS INC. | April 24, 2024 | Election of Directors: Allen P. Hugli Director Elections |
Board | For | FOR 13 funds |
WITHHOLD 3 funds |
| REYNOLDS CONSUMER PRODUCTS INC. | April 24, 2024 | Election of Directors: Helen Golding Director Elections |
Board | For | FOR 13 funds |
WITHHOLD 3 funds |
| RITE AID CORP. | August 18, 2023 | Approve, on an advisory basis, the compensation of our named executive officers as presented in the proxy statement. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 2 funds |
| RMR GROUP INC (THE) | March 27, 2024 | Advisory vote to approve executive compensation. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 7 funds |
| ROCKET PHARMACEUTICALS INC. | June 13, 2024 | Election of Directors: Elisabeth Bjork, M.D., Ph.D. Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 2 funds |
| ROCKET PHARMACEUTICALS INC. | June 13, 2024 | Election of Directors: Naveen Yalamanchi, M.D. Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 2 funds |
| ROCKET PHARMACEUTICALS INC. | June 13, 2024 | Election of Directors: R. Keith Woods Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 2 funds |
| ROSS STORES INC. | May 22, 2024 | Advisory vote to approve the resolution on the compensation of the named executive officers. Say-on-Pay |
Board | For | AGAINST 15 funds |
FOR 33 funds |
| RUMBLEON INC. | June 4, 2024 | Election of Directors: Mark Cohen Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 1 fund |
| RUMBLEON INC. | June 4, 2024 | Election of Directors: Rebecca Polak Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 1 fund |
| RUMBLEON INC. | June 4, 2024 | Election of Directors: Steven Pully Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 1 fund |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 18, 2026 from SEC Form N-PX filings.