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 |
|---|---|---|---|---|---|---|
| 3M CO. | May 14, 2024 | To elect 12 members to the Board of Directors, each for a term of one year: Gregory R. Page Director Elections |
Board | For | FOR 12 funds |
AGAINST 19 funds |
| AADI BIOSCIENCE INC. | June 11, 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. Say-on-Pay |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| ABBOTT LABORATORIES | April 26, 2024 | Election of 12 Directors: N. McKinstry Director Elections |
Board | For | AGAINST 16 funds |
FOR 24 funds |
| ABBVIE INC. | May 3, 2024 | Election of Class III Directors: Glenn F. Tilton Director Elections |
Board | For | FOR 15 funds |
AGAINST 29 funds |
| ACM RESEARCH INC. | June 13, 2024 | Election of Directors: Chenming C. Hu Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 3 funds |
| ACM RESEARCH INC. | June 13, 2024 | Election of Directors: Haiping Dun Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 3 funds |
| ACM RESEARCH INC. | June 13, 2024 | Election of Directors: Tracy Liu Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 3 funds |
| ACNB CORP. | May 7, 2024 | TO CONDUCT A NON-BINDING VOTE ON EXECUTIVE COMPENSATION. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 3 funds |
| ADAPTHEALTH CORP. | June 20, 2024 | Say-on-Pay - Non-binding advisory vote to approve the compensation paid to AdaptHealth's named executive officers. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 9 funds |
| ADAPTIVE BIOTECHNOLOGIES CORP. | June 7, 2024 | To approve, on a non-binding advisory basis, the compensation of our named executive officers as described in the proxy statement; Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 6 funds |
| ADTRAN HOLDINGS INC. | May 8, 2024 | Election of Directors: Balan Nair Director Elections |
Board | For | AGAINST 7 funds |
FOR 5 funds |
| ADTRAN HOLDINGS INC. | May 8, 2024 | Election of Directors: Gregory J. McCray Director Elections |
Board | For | AGAINST 7 funds |
FOR 5 funds |
| ADTRAN HOLDINGS INC. | May 8, 2024 | Election of Directors: H. Fenwick Huss Director Elections |
Board | For | AGAINST 7 funds |
FOR 5 funds |
| ADTRAN HOLDINGS INC. | May 8, 2024 | Election of Directors: Jacqueline H. Rice Director Elections |
Board | For | AGAINST 7 funds |
FOR 5 funds |
| ADTRAN HOLDINGS INC. | May 8, 2024 | Election of Directors: Nikos Theodosopoulos Director Elections |
Board | For | AGAINST 7 funds |
FOR 5 funds |
| ADVANSIX INC. | June 13, 2024 | An advisory vote to approve executive compensation. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 12 funds |
| AERSALE CORP. | June 4, 2024 | Election of Directors: Jonathan Seiffer Director Elections |
Board | For | AGAINST 2 funds |
FOR 1 fund |
| AGENUS INC. | June 11, 2024 | To approve an amendment to our Amended and Restated 2019 Equity Incentive Plan. Compensation |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| AKAMAI TECHNOLOGIES INC. | May 10, 2024 | Election of Directors: Madhu Ranganathan Director Elections |
Board | For | AGAINST 13 funds |
FOR 20 funds |
| AKAMAI TECHNOLOGIES INC. | May 10, 2024 | Election of Directors: Tom Killalea Director Elections |
Board | For | FOR 13 funds |
AGAINST 20 funds |
| AKERO THERAPEUTICS INC. | June 7, 2024 | To consider and act upon a non-binding, advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 5 funds |
| AKOUSTIS TECHNOLOGIES INC. | November 2, 2023 | Proposal 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 |
| ALARM.COM HOLDINGS INC. | June 5, 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 9 funds |
AGAINST 9 funds |
| ALDEYRA THERAPEUTICS INC. | June 4, 2024 | To approve, on a non-binding, advisory basis, the compensation of Aldeyra Therapeutics, Inc.'s named executive officers. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 3 funds |
| ALECTOR INC. | June 12, 2024 | Advisory vote on executive compensation. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 5 funds |
| ALEXANDRIA REAL ESTATE EQUITIES INC. | May 14, 2024 | Election of Directors: James P. Cain Director Elections |
Board | For | AGAINST 17 funds |
FOR 27 funds |
| ALEXANDRIA REAL ESTATE EQUITIES INC. | May 14, 2024 | Election of Directors: Richard H. Klein Director Elections |
Board | For | AGAINST 17 funds |
FOR 27 funds |
| ALEXANDRIA REAL ESTATE EQUITIES INC. | May 14, 2024 | Election of Directors: Steven R. Hash Director Elections |
Board | For | AGAINST 17 funds |
FOR 27 funds |
| ALEXANDRIA REAL ESTATE EQUITIES INC. | May 14, 2024 | To cast a non-binding, advisory vote on a resolution to approve the compensation of the Company's named executive officers, as more particularly described in the accompanying Proxy Statement. Say-on-Pay |
Board | For | AGAINST 18 funds |
FOR 37 funds |
| ALLAKOS INC. | May 24, 2024 | A non-binding advisory vote on our named executive officer compensation. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 2 funds |
| ALLOGENE THERAPEUTICS INC. | June 5, 2024 | Election of Directors: Franz Humer, Ph.D. Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 2 funds |
| ALLOGENE THERAPEUTICS INC. | June 5, 2024 | Election of Directors: John DeYoung Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 2 funds |
| ALLY FINANCIAL INC. | May 7, 2024 | Election of Directors: Kenneth J. Bacon Director Elections |
Board | For | FOR 12 funds |
AGAINST 9 funds |
| ALLY FINANCIAL INC. | May 7, 2024 | Election of Directors: Kim S. Fennebresque Director Elections |
Board | For | FOR 12 funds |
AGAINST 9 funds |
| ALPHABET INC. | June 7, 2024 | Election of ten Directors: Frances H. Arnold Director Elections |
Board | For | AGAINST 14 funds |
FOR 50 funds |
| ALPHABET INC. | June 7, 2024 | Election of ten Directors: John L. Hennessy Director Elections |
Board | For | AGAINST 14 funds |
FOR 50 funds |
| ALTAIR ENGINEERING INC. | May 16, 2024 | To vote, on an advisory basis, on the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 8 funds |
| ALTO INGREDIENTS INC. | June 20, 2024 | To approve an amendment to our 2016 Stock Incentive Plan to increase the number of shares of common stock authorized for issuance under the plan from 11,400,000 shares to 15,200,000 shares. Compensation |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| ALX ONCOLOGY HOLDINGS INC. | June 12, 2024 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 4 funds |
| AMBARELLA INC. | June 12, 2024 | To approve an amendment and restatement of the Ambarella, Inc. 2021 Equity Incentive Plan. Compensation |
Board | For | AGAINST 5 funds |
FOR 3 funds |
| AMC ENTERTAINMENT HOLDINGS INC. | June 5, 2024 | Proposal to approve the AMC Entertainment Holdings, Inc. 2024 Equity Incentive Plan. Compensation |
Board | For | FOR 6 funds |
AGAINST 2 funds |
| AMERICAN AIRLINES GROUP INC. | June 5, 2024 | Advisory vote to approve executive compensation (Say-on-Pay) Say-on-Pay |
Board | For | FOR 16 funds |
AGAINST 24 funds |
| AMERICAN AXLE & MANUFACTURING HOLDINGS INC. | May 2, 2024 | Election of Directors: Samuel Valenti III Director Elections |
Board | For | FOR 8 funds |
AGAINST 7 funds |
| AMERICAN INTERNATIONAL GROUP INC. | May 15, 2024 | Advisory Vote to Approve Named Executive Officer Compensation. Say-on-Pay |
Board | For | AGAINST 14 funds |
FOR 54 funds |
| AMERICAN NATIONAL BANKSHARES INC. | November 14, 2023 | Proposal to approve, on an advisory (non-binding) basis, specified compensation that may be paid or become payable to the named executive officers of American National that is based on or otherwise relates to the merger. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 2 funds |
| AMERICAN SOFTWARE INC. | August 22, 2023 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 4 funds |
AGAINST 4 funds |
| AMETEK INC. | May 7, 2024 | Election of Directors for a term of three years: Suzanne L. Stefany Director Elections |
Board | For | FOR 13 funds |
AGAINST 25 funds |
| AMKOR TECHNOLOGY INC. | May 14, 2024 | Election of Directors: Gil C. Tily Director Elections |
Board | For | FOR 11 funds |
WITHHOLD 9 funds |
| AMPHASTAR PHARMACEUTICALS INC. | June 3, 2024 | To approve the amendment and restatement of our 2015 Equity Incentive Plan. Compensation |
Board | For | FOR 8 funds |
AGAINST 8 funds |
| ANAPTYSBIO INC. | June 12, 2024 | To approve the amendment and restatement of our 2017 Equity Incentive Plan. Compensation |
Board | For | FOR 4 funds |
AGAINST 3 funds |
| ANAPTYSBIO INC. | June 12, 2024 | To conduct a non-binding advisory vote on the compensation of our named executive officers as disclosed in the accompanying materials. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 6 funds |
| ANNALY CAPITAL MANAGEMENT INC. | May 15, 2024 | Advisory approval of the Company's executive compensation. Say-on-Pay |
Board | For | AGAINST 13 funds |
FOR 14 funds |
| ANNEXON 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 |
| ANYWHERE REAL ESTATE INC. | May 2, 2024 | Advisory Approval of the Compensation of Our Named Executive Officers. Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 10 funds |
| APARTMENT INCOME REIT CORP. | June 25, 2024 | Proposal to approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to our principal executive officer, principal financial officer, and the three other most highly compensated executive officers calculated in accordance with the Securities and Exchange Commission's rules and regulations, that is based on or otherwise relates to the merger. Say-on-Pay |
Board | For | AGAINST 15 funds |
FOR 15 funds |
| APOGEE ENTERPRISES INC. | June 20, 2024 | APPROVAL OF THE APOGEE ENTERPRISES, INC. 2019 NON-EMPLOYEE DIRECTOR STOCK PLAN, AS AMENDED AND RESTATED (2024) TO INCREASE THE NUMBER OF SHARES AUTHORIZED FOR AWARDS FROM 150,000 TO 300,000. Compensation |
Board | For | FOR 7 funds |
AGAINST 10 funds |
| APOLLO COMMERCIAL REAL ESTATE FINANCE | June 7, 2024 | Approval, on an advisory basis, of the compensation of Apollo Commercial Real Estate Finance, Inc.'s named executive officers, as more fully described in the 2024 Proxy Statement. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 11 funds |
| APPLIED DIGITAL CORP. | November 9, 2023 | Approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 2 funds |
AGAINST 6 funds |
| APPLIED OPTOELECTRONICS INC. | June 6, 2024 | To approve a portion of the award of performance-vesting restricted stock units (PSUs) granted to our Chief Executive Officer in June 2023 with respect to 355,871 shares at target level performance, which portion exceeded the annual limit on the value of awards granted under our 2021 Equity Incentive Plan. Compensation |
Board | For | AGAINST 1 fund |
FOR 2 funds |
| APPLIED OPTOELECTRONICS INC. | June 6, 2024 | To approve our 2021 Equity Incentive Plan, as amended to increase the number of shares of Common Stock reserved for issuance thereunder by 2,000,000 shares and increase certain annual limits on the value of awards. Compensation |
Board | For | AGAINST 1 fund |
FOR 2 funds |
| APPLIED OPTOELECTRONICS INC. | June 6, 2024 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 4 funds |
| APPLOVIN CORP. | June 5, 2024 | Election of Directors: CRAIG BILLINGS Director Elections |
Board | For | WITHHOLD 13 funds |
FOR 9 funds |
| APPLOVIN CORP. | June 5, 2024 | Election of Directors: MARGARET GEORGIADIS Director Elections |
Board | For | WITHHOLD 13 funds |
FOR 9 funds |
| APYX MEDICAL CORP. | August 10, 2023 | The approval of the 2023 Share Incentive Plan. Compensation |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| ARCHROCK INC. | April 25, 2024 | Advisory, non-binding vote to approve the compensation provided to our Named Executive Officers for 2023 Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 14 funds |
| ARCTURUS THERAPEUTICS HOLDINGS INC. | June 14, 2024 | To approve an amendment to the Amended and Restated 2019 Omnibus Equity Incentive Plan (as amended, the "Plan") to, among other things, increase the maximum number of shares of common stock available to Plan participants thereunder by 2,000,000 shares to an aggregate of 10,750,000 shares, as provided in Proposal Number 2 of the Proxy Statement. Compensation |
Board | For | FOR 4 funds |
AGAINST 2 funds |
| ARCUS BIOSCIENCES INC. | June 6, 2024 | To ratify the selection by the Audit Committee of the Board of Directors of Ernst & Young LLP as the independent registered public accounting firm of Arcus Biosciences for its fiscal year ending December 31, 2024. Audit-related |
Board | For | AGAINST 5 funds |
FOR 4 funds |
| ARDELYX INC. | June 14, 2024 | To approve, on a non-binding, advisory basis, the compensation of our named executive officers as disclosed in the proxy statement accompanying this notice pursuant to the compensation disclosure rules of the Securities and Exchange Commission ("Say-on-Pay"); Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 5 funds |
| ARES MANAGEMENT CORP. | June 4, 2024 | Election of Directors: Michael J Arougheti Director Elections |
Board | Not determined | FOR 11 funds |
AGAINST 12 funds |
| ARES MANAGEMENT CORP. | June 4, 2024 | Election of Directors: Michael Lynton Director Elections |
Board | Not determined | FOR 11 funds |
AGAINST 12 funds |
| ARMOUR RESIDENTIAL REIT INC. | May 31, 2024 | To approve, by non-binding advisory vote, ARMOUR's 2023 executive compensation. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 9 funds |
| ARTHUR J. GALLAGHER & CO. | May 7, 2024 | Election of Directors: Chris Miskel Director Elections |
Board | For | AGAINST 15 funds |
FOR 33 funds |
| ARTISAN PARTNERS ASSET MANAGEMENT INC. | June 14, 2024 | Advisory Vote to Approve Named Executive Officer Compensation. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 14 funds |
| ASHFORD HOSPITALITY TRUST INC. | May 14, 2024 | Election of Directors: Frederick J. Kleisner Director Elections |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| ATLASSIAN CORP. | December 6, 2023 | An advisory vote to approve the fiscal year 2023 compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 10 funds |
FOR 17 funds |
| ATLASSIAN CORP. | December 6, 2023 | Election of Directors: Richard P. Wong Director Elections |
Board | For | AGAINST 7 funds |
FOR 9 funds |
| ATRICURE INC. | May 13, 2024 | Advisory vote on the compensation of our named executive officers as disclosed in the proxy statement for the 2024 Annual Meeting. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 5 funds |
| AUTONATION INC. | April 24, 2024 | Approval of the AutoNation, Inc. 2024 Non-Employee Director Equity Plan. Compensation |
Board | For | FOR 11 funds |
AGAINST 14 funds |
| AVANGRID INC. | July 18, 2023 | APPROVE, ON AN ADVISORY BASIS, NAMED EXECUTIVE OFFICER COMPENSATION. Say-on-Pay |
Board | For | FOR 12 funds |
AGAINST 10 funds |
| AVANTAX INC | November 21, 2023 | Proposal to approve, by a non-binding advisory vote, the compensation that may be paid or become payable to Avantax, Inc.'s named executive officers that is based on, or otherwise relates to, the merger of C2023 Sub Corp. with and into Avantax, Inc., as contemplated by the merger agreement. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 11 funds |
| AVIDITY BIOSCIENCES INC. | June 13, 2024 | To consider and vote upon, on an advisory basis, the compensation of our named executive officers as disclosed in the related proxy statement pursuant to the compensation disclosure rules of the Securities and Exchange Commission; and Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 7 funds |
| AVIDXCHANGE HOLDINGS INC. | June 20, 2024 | A proposal to approve, on a non-binding advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 4 funds |
| AVITA MEDICAL INC. | June 5, 2024 | Advisory vote to approve the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 2 funds |
| AVNET INC. | November 16, 2023 | Election of Directors: Adalio T. Sanchez Director Elections |
Board | For | FOR 8 funds |
AGAINST 15 funds |
| AXOGEN INC. | June 5, 2024 | To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers as disclosed in the Company's Proxy Statement. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 3 funds |
| AXON ENTERPRISE INC. | May 10, 2024 | Proposal No. 3 requests that shareholders vote to approve the Axon Enterprise, Inc. 2024 eXponential Stock Plan. Compensation |
Board | For | AGAINST 11 funds |
FOR 23 funds |
| AXON ENTERPRISE INC. | May 10, 2024 | Proposal No. 4 requests that shareholders vote to approve the 2024 CEO Performance Award. Compensation |
Board | For | AGAINST 11 funds |
FOR 23 funds |
| AXON ENTERPRISE INC. | May 10, 2024 | Proposal No. 5 requests that shareholders vote to approve, on an advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 12 funds |
FOR 29 funds |
| AZEK COMPANY INC. | March 1, 2024 | To approve, on an advisory, non-binding basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 12 funds |
AGAINST 7 funds |
| AZZ INC. | July 11, 2023 | Election of Directors: Daniel E. Berce Director Elections |
Board | For | FOR 8 funds |
AGAINST 6 funds |
| BALL CORP. | April 24, 2024 | Election of Directors: John A. Bryant Director Elections |
Board | For | FOR 13 funds |
AGAINST 17 funds |
| BANCORP INC. | May 29, 2024 | Approval of The Bancorp, Inc. 2024 Equity Incentive Plan. Compensation |
Board | For | AGAINST 7 funds |
FOR 8 funds |
| BANDWIDTH INC. | May 23, 2024 | To approve, on an advisory basis, the compensation of the Company's named executive officers as disclosed in the Proxy Statement; and Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 5 funds |
| BANKUNITED INC. | May 15, 2024 | Advisory vote to approve the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 11 funds |
| BANKWELL FINANCIAL GROUP INC. | May 29, 2024 | Election of Directors: Carl M. Porto Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 1 fund |
| BAXTER INTERNATIONAL INC. | May 7, 2024 | Election of Directors: Cathy R. Smith Director Elections |
Board | For | AGAINST 13 funds |
FOR 22 funds |
| BAYCOM CORP. | June 18, 2024 | An advisory (non-binding) vote on executive compensation. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 3 funds |
| BEAM THERAPEUTICS INC. | June 5, 2024 | Approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 5 funds |
| BECTON, DICKINSON AND CO. | January 23, 2024 | Election of Directors: Timothy M. Ring Director Elections |
Board | For | FOR 13 funds |
AGAINST 32 funds |
| BEYOND INC. | May 21, 2024 | The approval of the grant of a performance-based stock option to Marcus A. Lemonis, the Company's Executive Chairman. Compensation |
Board | For | AGAINST 8 funds |
FOR 3 funds |
Page 1 of 8 Next →
How items are matched and positions counted: see the comparison table and the methodology. Built October 13, 2026 from SEC Form N-PX filings.