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 |
|---|---|---|---|---|---|---|
| TRAVELERS COMPANIES INC. | May 15, 2024 | Non-binding vote to approve executive compensation. Say-on-Pay |
Board | For | AGAINST 14 funds |
FOR 31 funds |
| TREDEGAR CORP. | May 9, 2024 | Election of Directors: Carl E. Tack, III Director Elections |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| TREDEGAR CORP. | May 9, 2024 | Election of Directors: George C. Freeman, III Director Elections |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| TREDEGAR CORP. | May 9, 2024 | Election of Directors: Gregory A. Pratt Director Elections |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| TREX COMPANY INC. | May 7, 2024 | Election of Directors: Patricia B. Robinson Director Elections |
Board | For | FOR 12 funds |
AGAINST 11 funds |
| TRINSEO PLC | June 26, 2024 | To approve, on an advisory basis, the compensation paid by the Company to its named executive officers. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 4 funds |
| TRONOX HOLDINGS PLC | May 8, 2024 | Election of Directors: Ilan Kaufthal Director Elections |
Board | For | AGAINST 7 funds |
FOR 1 fund |
| TRUPANION INC. | June 5, 2024 | To approve, by non-binding advisory vote, the compensation of our named executive officers for the year ended December 31, 2023. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 7 funds |
| TURTLE BEACH CORP. | June 11, 2024 | An advisory vote on the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 4 funds |
| TUYA INC. | June 20, 2024 | As an Ordinary resolution, to approve and adopt the Scheme Limit under the 2024 Share Scheme. Compensation |
Board | For | FOR 1 fund |
AGAINST 3 funds |
| TUYA INC. | June 20, 2024 | As an Ordinary resolution, to approve and adopt the Service Providers Limit under the 2024 Share Scheme. Compensation |
Board | For | FOR 1 fund |
AGAINST 3 funds |
| TUYA INC. | June 20, 2024 | As an ordinary resolution, to re-elect Mr. KUOK Meng Xiong (alias GUO Mengxiong) as an independent non-executive Director. Director Elections |
Board | For | FOR 1 fund |
AGAINST 3 funds |
| TYSON FOODS INC. | February 8, 2024 | Election of Directors: Cheryl S. Miller Director Elections |
Board | For | AGAINST 14 funds |
FOR 21 funds |
| TYSON FOODS INC. | February 8, 2024 | Election of Directors: David J. Bronczek Director Elections |
Board | For | AGAINST 14 funds |
FOR 21 funds |
| TYSON FOODS INC. | February 8, 2024 | Election of Directors: Jeffrey K. Schomburger Director Elections |
Board | For | AGAINST 14 funds |
FOR 21 funds |
| TYSON FOODS INC. | February 8, 2024 | Election of Directors: Les R. Baledge Director Elections |
Board | For | FOR 14 funds |
AGAINST 21 funds |
| TYSON FOODS INC. | February 8, 2024 | Election of Directors: Maria Claudia Borras Director Elections |
Board | For | AGAINST 14 funds |
FOR 21 funds |
| TYSON FOODS INC. | February 8, 2024 | Election of Directors: Mikel A. Durham Director Elections |
Board | For | AGAINST 14 funds |
FOR 21 funds |
| UBER TECHNOLOGIES INC. | May 6, 2024 | Election of Directors: David Trujillo Director Elections |
Board | For | AGAINST 13 funds |
FOR 27 funds |
| UFP INDUSTRIES INC. | April 24, 2024 | To consider and vote upon a proposal to approve an Amendment to the Company's Articles of Incorporation to authorize an additional 100,000,000 shares of Common Stock. Capital Structure |
Board | For | AGAINST 11 funds |
FOR 11 funds |
| UIPATH INC. | June 20, 2024 | To approve, on a non-binding, advisory basis, the compensation paid to our named executive officers ("say-on-pay vote"). Say-on-Pay |
Board | For | FOR 11 funds |
AGAINST 11 funds |
| ULTRAGENYX PHARMACEUTICAL INC. | June 18, 2024 | Approval of the Amended and Restated 2023 Incentive Plan. Compensation |
Board | For | FOR 5 funds |
AGAINST 9 funds |
| UNDER ARMOUR INC. | August 29, 2023 | To approve, by a non-binding advisory vote, the compensation of executives as disclosed in the "Executive Compensation" section of the proxy statement, including the Compensation Discussion and Analysis and tables. Say-on-Pay |
Board | For | FOR 10 funds |
AGAINST 10 funds |
| UNIQURE NV | June 18, 2024 | Reappointment of David Meek as non-executive director. Director Elections |
Board | For | FOR 3 funds |
AGAINST 3 funds |
| UNITED PARKS & RESORTS INC. | June 13, 2024 | To elect the ten director nominees: James Chambers Director Elections |
Board | For | AGAINST 7 funds |
FOR 1 fund |
| UNITED RENTALS INC. | May 9, 2024 | Election of Directors: Larry D. De Shon Director Elections |
Board | Not determined | AGAINST 14 funds |
FOR 31 funds |
| UNITED STATES CELLULAR CORP. | May 21, 2024 | Advisory vote to approve executive compensation Say-on-Pay |
Board | For | AGAINST 4 funds |
FOR 1 fund |
| UNITED STATES STEEL CORP. | April 12, 2024 | To approve, on an advisory (non-binding) basis, the compensation that may be paid or become payable to United States Steel Corporation's named executive officers that is based on or otherwise relates to the Merger Agreement and the transaction contemplated by the Merger Agreement. Say-on-Pay |
Board | For | FOR 12 funds |
AGAINST 13 funds |
| UNITY SOFTWARE INC. | June 5, 2024 | To approve, on an advisory basis, the compensation of the Company's named executive officers, as disclosed in the accompanying proxy statement. Say-on-Pay |
Board | For | FOR 10 funds |
AGAINST 12 funds |
| UNIVERSAL HEALTH REALTY INCOME TRUST | June 5, 2024 | Advisory (nonbinding) vote to approve named executive officer compensation. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 11 funds |
| UNIVERSAL HEALTH REALTY INCOME TRUST | June 5, 2024 | Election of Trustees: Gayle L. Capozzalo Director Elections |
Board | For | FOR 4 funds |
AGAINST 6 funds |
| UNIVERSAL HEALTH REALTY INCOME TRUST | June 5, 2024 | Proposal to approve an amendment to the Universal Health Realty Income Trust Amended and Restated 2007 Restricted Stock Plan. Compensation |
Board | For | FOR 4 funds |
AGAINST 6 funds |
| UNUM GROUP | May 23, 2024 | Election of Directors: Cynthia L. Egan Director Elections |
Board | For | FOR 13 funds |
AGAINST 11 funds |
| UPLAND SOFTWARE INC. | June 5, 2024 | Election of two Class I Directors: Teresa Miles Walsh Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 2 funds |
| UROGEN PHARMA LTD. | September 7, 2023 | To approve, on an advisory basis, the compensation of the Company's named executive officers, as disclosed in the Company's proxy statement for the Annual Meeting. Say-on-Pay |
Board | For | FOR 2 funds |
AGAINST 3 funds |
| UWM HOLDINGS CORP. | June 4, 2024 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 6 funds |
| V.F. CORP. | July 25, 2023 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 24 funds |
| V2X INC. | May 9, 2024 | Election of Four Class I Directors: Charles L. Prow Director Elections |
Board | For | FOR 5 funds |
AGAINST 3 funds |
| V2X INC. | May 9, 2024 | Election of Four Class I Directors: Lee E. Evangelakos Director Elections |
Board | For | FOR 5 funds |
AGAINST 3 funds |
| VAIL RESORTS INC. | December 6, 2023 | Election of Directors: D. Bruce Sewell Director Elections |
Board | For | AGAINST 13 funds |
FOR 6 funds |
| VALARIS LIMITED | June 12, 2024 | To approve on a non-binding advisory basis the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 11 funds |
AGAINST 10 funds |
| VALHI INC. | May 23, 2024 | Director Nominees: Thomas E. Barry Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 1 fund |
| VALHI INC. | May 23, 2024 | Nonbinding advisory vote approving named executive officer compensation. Say-on-Pay |
Board | For | FOR 4 funds |
AGAINST 3 funds |
| VANDA PHARMACEUTICALS INC. | May 17, 2024 | To approve, on an advisory basis, the Company's named executive officer compensation. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 6 funds |
| VANDA PHARMACEUTICALS INC. | May 17, 2024 | To elect two Class III Directors: Phaedra S. Chrousos Director Elections |
Board | For | FOR 5 funds |
AGAINST 4 funds |
| VARONIS SYSTEMS INC. | June 3, 2024 | To approve the Amended and Restated Varonis Systems, Inc. 2023 Omnibus Equity Incentive Plan. Compensation |
Board | For | AGAINST 4 funds |
FOR 5 funds |
| VELOCITY FINANCIAL INC. | May 17, 2024 | Election of Directors: John A. Pless Director Elections |
Board | For | AGAINST 2 funds |
FOR 1 fund |
| VERALTO CORP. | May 21, 2024 | To elect the three Class I directors named in the attached Proxy Statement to hold office until the 2027 Annual Meeting of Shareholders and until their successors are elected and qualified: Francoise Colpron Director Elections |
Board | For | AGAINST 14 funds |
FOR 21 funds |
| VERITONE INC. | June 13, 2024 | Hold an advisory vote to approve executive compensation. Say-on-Pay |
Board | For | FOR 2 funds |
AGAINST 3 funds |
| VERVE THERAPEUTICS INC. | June 6, 2024 | 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 |
| VILLAGE SUPER MARKET INC. | December 15, 2023 | Advisory vote on executive compensation. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 4 funds |
| VIPER ENERGY INC. | June 4, 2024 | The approval, on an advisory basis, of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 4 funds |
| VIRGINIA NATIONAL BANKSHARES CORP. | June 27, 2024 | Advisory (non-binding) approval of the Company's executive compensation. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 3 funds |
| VITAL ENERGY INC. | May 23, 2024 | Election of Directors: Jarvis V. Hollingsworth Director Elections |
Board | For | FOR 7 funds |
AGAINST 8 funds |
| VITESSE ENERGY INC. | May 2, 2024 | Election of Directors: Brian P. Friedman Director Elections |
Board | For | AGAINST 2 funds |
FOR 1 fund |
| VMWARE INC. | July 13, 2023 | Election of Directors: Anthony Bates Director Elections |
Board | For | FOR 11 funds |
AGAINST 7 funds |
| VMWARE INC. | July 13, 2023 | Election of Directors: Egon Durban Director Elections |
Board | For | FOR 11 funds |
AGAINST 7 funds |
| VOYAGER THERAPEUTICS 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 |
| VROOM INC. | June 13, 2024 | Approve, on an advisory (non-binding) basis, the compensation of the named executive officers of the Company. Say-on-Pay |
Board | For | FOR 4 funds |
AGAINST 2 funds |
| VULCAN MATERIALS CO. | May 10, 2024 | Election of Directors: Cynthia L. Hostetler Director Elections |
Board | For | FOR 14 funds |
AGAINST 24 funds |
| VUZIX CORP. | June 13, 2024 | To approve, by non-binding vote, the compensation disclosed in the Proxy Statement of the Company's executive officers, who are named in the Proxy Statement Summary Compensation Table. Say-on-Pay |
Board | For | FOR 2 funds |
AGAINST 3 funds |
| W.W. GRAINGER INC. | April 24, 2024 | Election of Directors: Beatriz R. Perez Director Elections |
Board | For | AGAINST 13 funds |
FOR 27 funds |
| W.W. GRAINGER INC. | April 24, 2024 | Election of Directors: Rodney C. Adkins Director Elections |
Board | For | FOR 13 funds |
AGAINST 27 funds |
| WALGREENS BOOTS ALLIANCE INC. | January 25, 2024 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 15 funds |
FOR 34 funds |
| WAVE LIFE SCIENCES LTD. | August 1, 2023 | To approve, by a non-binding advisory vote, the compensation of our named executive officers as disclosed in the proxy statement Say-on-Pay |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| WAVE LIFE SCIENCES LTD. | August 1, 2023 | To authorize the Board of Directors to allot and issue Ordinary Shares of Wave Life Sciences Ltd. Capital Structure |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| WESBANCO INC. | April 17, 2024 | To approve an Amendment and Restatement of the Incentive Bonus, Option and Restricted Stock Plan. Compensation |
Board | For | FOR 8 funds |
AGAINST 2 funds |
| WESBANCO INC. | April 17, 2024 | To approve an advisory (non-binding) vote on executive compensation paid to Wesbanco's named executive officers. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 5 funds |
| WEST BANCORPORATION INC. | April 25, 2024 | To approve an amendment to the West Bancorporation, Inc. 2021 Equity Incentive Plan. Compensation |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| WEYCO GROUP INC. | May 7, 2024 | Approval of the Weyco Group, Inc. 2024 Incentive Plan. Compensation |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| WIDEOPENWEST INC. | May 9, 2024 | Election of Directors: Phil Seskin Director Elections |
Board | For | FOR 7 funds |
AGAINST 2 funds |
| WILLIAMS-SONOMA INC. | May 29, 2024 | Election of Directors: William Ready Director Elections |
Board | For | AGAINST 13 funds |
FOR 15 funds |
| WINMARK CORP. | April 24, 2024 | Advisory vote to approve executive compensation. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 6 funds |
| WOLVERINE WORLD WIDE INC. | May 2, 2024 | Election of Directors: Brenda J. Lauderback Director Elections |
Board | For | FOR 7 funds |
AGAINST 4 funds |
| XCEL ENERGY INC. | May 22, 2024 | Approval of Xcel Energy Inc.'s executive compensation in an advisory vote (say on pay vote) Say-on-Pay |
Board | For | AGAINST 15 funds |
FOR 32 funds |
| XENCOR INC. | June 13, 2024 | To approve, by non-binding advisory vote, the compensation of the Company's named executive officers, as disclosed in the accompanying Proxy Statement; and Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 9 funds |
| XERIS BIOPHARMA HOLDINGS INC. | June 5, 2024 | Election of Directors: Marla S. Persky Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 1 fund |
| XERIS BIOPHARMA HOLDINGS INC. | June 5, 2024 | To approve, on a non-binding advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 3 funds |
| XP INC. | May 24, 2024 | Approval of the reappointment of Gabriel Klas da Rocha Leal as a director. Director Elections |
Board | For | FOR 6 funds |
AGAINST 3 funds |
| XP INC. | May 24, 2024 | Approval of the reappointment of Guilherme Dias Fernandes Benchimol as a director. Director Elections |
Board | For | FOR 6 funds |
AGAINST 3 funds |
| XP INC. | May 24, 2024 | Approval of the reappointment of Martin Emiliano Escobari Lifchitz as an independent director. Director Elections |
Board | For | AGAINST 6 funds |
FOR 3 funds |
| Y-MABS THERAPEUTICS INC. | June 11, 2024 | To approve, on a non-binding advisory vote basis, the compensation of the Company's named executive officers as disclosed in the proxy materials. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 3 funds |
| YELP INC. | June 13, 2024 | To approve, on an advisory basis, the compensation of Yelp's named executive officers, as disclosed in the accompanying Proxy Statement. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 12 funds |
| ZEBRA TECHNOLOGIES CORP. | May 9, 2024 | Advisory vote to approve Named Executive Officers' compensation. Say-on-Pay |
Board | Not determined | AGAINST 16 funds |
FOR 24 funds |
| ZIMMER BIOMET HOLDINGS INC. | May 10, 2024 | Election of Directors: Sreelakshmi Kolli Director Elections |
Board | For | AGAINST 15 funds |
FOR 30 funds |
| ZYMEWORKS BC INC. | December 7, 2023 | Advisory Vote on the compensation of named executive officers Say-on-Pay |
Board | For | FOR 2 funds |
AGAINST 4 funds |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 25, 2026 from SEC Form N-PX filings.