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
763 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 |
|---|---|---|---|---|---|---|
| MADRIGAL PHARMACEUTICALS INC. | June 25, 2024 | Advisory vote to approve executive compensation. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 6 funds |
| MAIDEN HOLDINGS LTD. | May 6, 2024 | A non-binding advisory resolution to approve the compensation of certain executive officers; and Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 2 funds |
| MAINSTREET BANCSHARES INC. | May 15, 2024 | Approval of the proposal to amend the 2019 Equity Incentive Plan to increase the number of shares of common stock available for issuance from 650,000 to 1,150,000 shares. Compensation |
Board | For | AGAINST 2 funds |
FOR 1 fund |
| MANHATTAN ASSOCIATES INC. | May 23, 2024 | Election of Directors: Deepak Raghavan Director Elections |
Board | For | FOR 12 funds |
AGAINST 22 funds |
| MAPLEBEAR INC. | May 29, 2024 | To approve, on a non-binding, advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 4 funds |
AGAINST 5 funds |
| MAPLEBEAR INC. | May 29, 2024 | To elect the following Class I director nominees: Fidji Simo Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 3 funds |
| MARCUS & MILLICHAP INC. | May 2, 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 | AGAINST 9 funds |
FOR 8 funds |
| MARINEMAX INC. | February 22, 2024 | Election of Directors, each to serve for a three-year term expiring in 2027: Charles R. Oglesby Director Elections |
Board | For | FOR 7 funds |
AGAINST 6 funds |
| MARINUS PHARMACEUTICALS INC. | May 22, 2024 | Approval of the Marinus Pharmaceuticals, Inc. 2024 Equity Incentive Plan. Compensation |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| MARRIOTT INTERNATIONAL INC. | May 10, 2024 | ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION Say-on-Pay |
Board | For | FOR 14 funds |
AGAINST 39 funds |
| MASCO CORP. | May 10, 2024 | Election of Directors: John C. Plant Director Elections |
Board | For | AGAINST 15 funds |
FOR 16 funds |
| MATADOR RESOURCES CO. | June 13, 2024 | Advisory vote to approve the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 13 funds |
AGAINST 20 funds |
| MATADOR RESOURCES CO. | June 13, 2024 | Election of Director Nominees: William M. Byerley Director Elections |
Board | For | FOR 11 funds |
AGAINST 13 funds |
| MATTEL INC. | May 29, 2024 | Election of Directors: Prof. Noreena Hertz Director Elections |
Board | For | FOR 12 funds |
AGAINST 5 funds |
| MATTERPORT INC. | June 10, 2024 | To conduct an advisory vote to approve the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 4 funds |
AGAINST 5 funds |
| MAUI LAND & PINEAPPLE CO. INC. | May 15, 2024 | TO APPROVE, ON A NON-BINDING ADVISORY BASIS, THE COMPENSATION PAID TO OUR NAMED EXECUTIVE OFFICERS Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 2 funds |
| MBIA INC. | May 2, 2024 | To approve, on an advisory basis, executive compensation. Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 4 funds |
| MEDICAL PROPERTIES TRUST INC. | May 30, 2024 | To elect nine directors: C. Reynolds Thompson, III Director Elections |
Board | For | AGAINST 13 funds |
FOR 6 funds |
| MEDICAL PROPERTIES TRUST INC. | May 30, 2024 | To elect nine directors: D. Paul Sparks, Jr. Director Elections |
Board | For | AGAINST 13 funds |
FOR 6 funds |
| MEDICAL PROPERTIES TRUST INC. | May 30, 2024 | To elect nine directors: Michael G. Stewart Director Elections |
Board | For | AGAINST 13 funds |
FOR 6 funds |
| MERCER INTERNATIONAL INC. | May 31, 2024 | Election of Directors: Torbjorn Loof Director Elections |
Board | For | FOR 6 funds |
AGAINST 7 funds |
| MERCHANTS BANCORP | May 16, 2024 | A non-binding, advisory vote on the compensation of the Company's Named Executive Officers. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 7 funds |
| MERSANA THERAPEUTICS INC. | June 11, 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 |
| MFA FINANCIAL INC. | June 4, 2024 | Election of Directors: Sheila A. Stamps Director Elections |
Board | For | FOR 7 funds |
AGAINST 2 funds |
| MICROCHIP TECHNOLOGY INC. | August 22, 2023 | Proposal to approve an amendment and restatement of our 1994 International Employee Stock Purchase Plan to extend the term of the Plan by ten years to November 30, 2034. Compensation |
Board | For | AGAINST 14 funds |
FOR 26 funds |
| MICROCHIP TECHNOLOGY INC. | August 22, 2023 | Proposal to approve an amendment and restatement of our 2001 Employee Stock Purchase Plan to extend the term of the Plan by ten years to August 31, 2034. Compensation |
Board | For | AGAINST 14 funds |
FOR 26 funds |
| MICROVISION 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 4 funds |
AGAINST 5 funds |
| MIMEDX GROUP INC. | June 5, 2024 | Advisory approval of executive compensation. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 5 funds |
| MOBILEYE GLOBAL INC. | June 13, 2024 | Election of Directors: Amnon Shashua Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 4 funds |
| MOBILEYE GLOBAL INC. | June 13, 2024 | Election of Directors: Saf Yeboah-Amankwah Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 4 funds |
| MONSTER BEVERAGE CORP. | June 13, 2024 | Proposal to approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 13 funds |
AGAINST 28 funds |
| MORGAN STANLEY | May 23, 2024 | To approve the compensation of executives as disclosed in the proxy statement (non-binding advisory vote) Say-on-Pay |
Board | For | AGAINST 17 funds |
FOR 35 funds |
| MORPHIC HOLDING INC. | June 4, 2024 | To approve, on a non-binding advisory basis, the compensation paid to the Company's Named Executive Officers. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 5 funds |
| MOTORCAR PARTS OF AMERICA INC. | September 14, 2023 | To vote on an advisory (non-binding) proposal to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| MUELLER INDUSTRIES INC. | September 26, 2023 | Approve the amendment to the Company's Restated Certificate of Incorporation to increase the number of authorized shares of common stock by 150,000,000 shares. Capital Structure |
Board | For | AGAINST 8 funds |
FOR 11 funds |
| MYRIAD GENETICS INC. | June 6, 2024 | To approve, on an advisory basis, the compensation of our named executive officers, as disclosed in the proxy statement. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 9 funds |
| NACCO INDUSTRIES INC. | May 15, 2024 | Proposal to approve, on an advisory basis, NACCO Industries, Inc.'s Named Executive Officer compensation. Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 3 funds |
| NATIONAL STORAGE AFFILIATES TRUST | May 13, 2024 | The election of twelve trustees to serve on the Board of Trustees: Mark Van Mourick Director Elections |
Board | For | AGAINST 10 funds |
FOR 7 funds |
| NATURAL GAS SERVICES GROUP INC. | June 13, 2024 | Election of Directors: Georganne Hodges Director Elections |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| NAVITAS SEMICONDUCTOR CORP. | June 7, 2024 | Advisory vote on executive compensation Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 4 funds |
| NCINO INC. | June 20, 2024 | Approval, on a non-binding, advisory basis, of the compensation paid to the company's named executive officers (or NEOs). Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 6 funds |
| NECESSITY RETAIL REIT INC (THE) | September 8, 2023 | To approve, by advisory (non-binding) vote, certain compensation arrangements for RTL's named executive officers in connection with the Proposed Transactions discussed under the section titled "The Companies - The Combined Company - Potential Conflicts of Interest of Officers and Directors of GNL and RTL" beginning on page 50. Say-on-Pay |
Board | For | AGAINST 10 funds |
FOR 6 funds |
| NECESSITY RETAIL REIT INC. | September 8, 2023 | To approve the merger of RTL and GNL, which will be effected through a merger of RTL with and into Osmosis Sub I, LLC ("REIT Merger Sub"), a wholly owned subsidiary of GNL. Extraordinary Transactions |
Board | For | AGAINST 9 funds |
FOR 2 funds |
| NEKTAR THERAPEUTICS | June 5, 2024 | Election of Directors: Roy A. Whitfield Director Elections |
Board | For | FOR 3 funds |
AGAINST 1 fund |
| NEOGEN CORP. | October 25, 2023 | To Approve, by Non-Binding Vote, the Compensation of Executives. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 7 funds |
| 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 |
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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.