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
33 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 |
|---|---|---|---|---|---|---|
| ALPHABET INC. | June 7, 2024 | Stockholder proposal regarding a lobbying report Other Social Issues |
Shareholder (E&S) | Against | AGAINST 14 funds |
Split 5 FOR, 45 AGAINST |
| ALPHABET INC. | June 7, 2024 | Stockholder proposal regarding a report on reproductive healthcare misinformation risks Other Social Issues |
Shareholder (E&S) | Against | AGAINST 14 funds |
Split 48 AGAINST, 2 ABSTAIN |
| AMAZON.COM INC. | May 22, 2024 | SHAREHOLDER PROPOSAL REQUESTING A REPORT ON PACKAGING MATERIALS Environment or Climate |
Shareholder (E&S) | Against | FOR 14 funds |
Split 37 FOR, 13 AGAINST |
| AMAZON.COM INC. | May 22, 2024 | SHAREHOLDER PROPOSAL REQUESTING A REPORT ON WAREHOUSE WORKING CONDITIONS Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | FOR 14 funds |
Split 6 FOR, 44 AGAINST |
| AMAZON.COM INC. | May 22, 2024 | SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON FREEDOM OF ASSOCIATION Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | FOR 14 funds |
Split 33 FOR, 17 AGAINST |
| AMAZON.COM INC. | May 22, 2024 | SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON GENDER/RACIAL PAY Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 14 funds |
Split 2 FOR, 48 AGAINST |
| AMAZON.COM INC. | May 22, 2024 | SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON LOBBYING Other Social Issues |
Shareholder (E&S) | Against | AGAINST 14 funds |
Split 33 FOR, 17 AGAINST |
| AMAZON.COM INC. | May 22, 2024 | SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON STAKEHOLDER IMPACTS Environment or Climate |
Shareholder (E&S) | Against | AGAINST 14 funds |
Split 2 FOR, 48 AGAINST |
| AMERICAN EXPRESS CO. | May 6, 2024 | Shareholder proposal relating to climate lobbying. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 13 funds |
Split 1 FOR, 36 AGAINST |
| AMERICAN TOWER CORP. | May 22, 2024 | To consider a stockholder proposal, if properly presented, regarding disclosure of racial and gender pay gaps. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 15 funds |
Split 21 FOR, 1 AGAINST |
| BANK OF NEW YORK MELLON CORP. | April 9, 2024 | Stockholder proposal regarding transperency in lobbying, if properly presented. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 13 funds |
Split 6 FOR, 18 AGAINST |
| BOOKING HOLDINGS INC. | June 4, 2024 | Stockholder proposal requesting a non-binding stockholder vote regarding reproductive rights and data privacy. Other Social Issues |
Shareholder (E&S) | Not determined | AGAINST 13 funds |
Split 29 AGAINST, 2 ABSTAIN |
| CAESARS ENTERTAINMENT INC. | June 11, 2024 | SHAREHOLDER PROPOSAL: A SHAREHOLDER PROPOSAL REGARDING ADOPTION OF A SMOKEFREE POLICY FOR CAESARS ENTERTAINMENT PROPERTIES. Other Social Issues |
Shareholder (E&S) | Against | FOR 15 funds |
Split 6 FOR, 13 AGAINST |
| CENTENE CORP. | May 14, 2024 | STOCKHOLDER PROPOSAL FOR MANAGING CLIMATE RISK THROUGH SCIENCE-BASED TARGETS AND TRANSITION PLANNING. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 12 funds |
Split 1 FOR, 26 AGAINST |
| CHURCH & DWIGHT CO. INC. | May 2, 2024 | Stockholder Proposal - Transparency in Political Contributions. Other Social Issues |
Shareholder (E&S) | Not determined | AGAINST 14 funds |
Split 1 FOR, 19 AGAINST |
| CONSTELLATION BRANDS INC. | July 18, 2023 | Stockholder proposal on circular packaging. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 14 funds |
Split 26 FOR, 2 AGAINST |
| CONSTELLATION BRANDS INC. | July 18, 2023 | Stockholder proposal on greenhouse gas emissions. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 14 funds |
Split 26 FOR, 2 AGAINST |
| DELL TECHNOLOGIES INC. | June 27, 2024 | Shareholder proposal seeking a report to shareholders on the effectiveness of Dell Technologies Inc.'s diversity, equity, and inclusion efforts Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 7 funds |
Split 8 FOR, 6 AGAINST |
| EXPEDITORS INTERNATIONAL OF WASHINGTON INC. | May 7, 2024 | Shareholder Proposal: Regarding Report on Effectiveness of DEI Efforts Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 14 funds |
Split 1 FOR, 21 AGAINST |
| INTEL CORP. | May 7, 2024 | Stockholder proposal requesting a risk report of opposing state abortion regulation, if properly presented at the meeting. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 12 funds |
Split 31 AGAINST, 4 ABSTAIN |
| INTERNATIONAL BUSINESS MACHINES CORP. | April 30, 2024 | Stockholder Proposal Requesting the Adoption of Greenhouse Gas Emissions Targets Environment or Climate |
Shareholder (E&S) | Against | AGAINST 13 funds |
Split 1 FOR, 28 AGAINST |
| JPMORGAN CHASE & CO. | May 21, 2024 | Report on respecting workforce civil liberties Environment or Climate |
Shareholder (E&S) | Against | AGAINST 13 funds |
Split 37 AGAINST, 6 ABSTAIN |
| KELLANOVA | April 26, 2024 | Shareowner proposal requesting racial and gender pay gap disclosures, if properly presented at the meeting. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 14 funds |
Split 1 FOR, 21 AGAINST |
| KELLANOVA | April 26, 2024 | Shareowner proposal requesting the Company report on the risks to the Company associated with pesticide use in its supply chain, if properly presented at meeting. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 14 funds |
Split 1 FOR, 21 AGAINST |
| META PLATFORMS INC. | May 29, 2024 | A shareholder proposal regarding report on child safety impacts and actual harm reduction to children. Other Social Issues |
Shareholder (E&S) | Against | FOR 14 funds |
Split 7 FOR, 47 AGAINST |
| META PLATFORMS INC. | May 29, 2024 | A shareholder proposal regarding report on generative AI misinformation and disinformation risks. Other Social Issues |
Shareholder (E&S) | Against | FOR 14 funds |
Split 10 FOR, 44 AGAINST |
| SEMPRA | May 9, 2024 | Shareholder proposal requesting a report on certain safety and environmental matters Human Rights or Human Capital/workforce |
Shareholder (E&S) | Not determined | AGAINST 12 funds |
Split 1 FOR, 23 AGAINST |
| STRYKER CORP. | May 9, 2024 | Shareholder Proposal on Transparency in Political Spending. Other Social Issues |
Shareholder (E&S) | Not determined | AGAINST 14 funds |
Split 18 FOR, 6 AGAINST |
| SYSCO CORP. | November 17, 2023 | To consider a stockholder proposal related to re-establishing a policy for eliminating or reducing gestation crates in the Company's pork supply chain. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 12 funds |
Split 27 FOR, 5 AGAINST |
| TESLA INC. | June 13, 2024 | A stockholder proposal regarding adoption of a freedom of association and collective bargaining policy, if properly presented. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 14 funds |
Split 27 FOR, 5 AGAINST |
| TESLA INC. | June 13, 2024 | A stockholder proposal regarding annual reporting on anti-harassment and discrimination efforts, if properly presented. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | FOR 14 funds |
Split 27 FOR, 5 AGAINST |
| UNITED PARCEL SERVICE INC. | May 2, 2024 | To prepare an annual report on the effectiveness of UPS's diversity, equity and inclusion efforts. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Not determined | AGAINST 15 funds |
Split 3 FOR, 27 AGAINST |
| VERIZON COMMUNICATIONS INC. | May 9, 2024 | Lobbying activities report Other Social Issues |
Shareholder (E&S) | Not determined | AGAINST 14 funds |
Split 1 FOR, 36 AGAINST |
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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.