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Charles Schwab vs Russell Investments: how alike they voted, 2023-2024

95.2% When both took a single position, they voted the same way on 95.2% of 39,363 items (37,471 the same, 1,892 different). 0 items where at least one of them split its funds are listed separately below. Both voted on 39,363 items in all.

Charles Schwab 2023-2024 · Russell Investments 2023-2024 · Download the item list (CSV)

By who put the item on the ballot. “Same position” = Same / (Same + Differ); split items are not in it. “Fund-level” is a second view over all common items: the chance that a fund of each manager, picked at random, voted the same way, which gives partial credit where a manager split.
Common itemsSame DifferSplit (not in %)Same position Fund-level
All ballot items 39,36337,4711,892 095.2%95.2%
Board proposals 32,90631,4951,411 095.7%95.7%
E&S shareholder proposals 40832583 079.7%79.7%
Other items 6,0495,651398 093.4%93.4%

Where they did not vote alike

Everything Voted differently Split votes

All ballot items Board proposals E&S shareholder proposals Other items

1,892 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.

CompanyMeetingProposalOn the ballot from Board recommendedCharles SchwabRussell Investments
ALCOA CORP. May 10, 2024 Stockholder proposal requesting the preparation of an annual report on lobbying activities, if properly presented
Other Social Issues
Shareholder (E&S) Against AGAINST
12 funds
FOR
5 funds
ALPHABET INC. June 7, 2024 Stockholder proposal regarding a human rights assessment of AI-driven targeted ad policies
Human Rights or Human Capital/workforce
Shareholder (E&S) Against FOR
14 funds
AGAINST
8 funds
ALPHABET INC. June 7, 2024 Stockholder proposal regarding a lobbying report
Other Social Issues
Shareholder (E&S) Against AGAINST
14 funds
FOR
8 funds
ALPHABET INC. June 7, 2024 Stockholder proposal regarding a report on online safety for children
Other Social Issues
Shareholder (E&S) Against FOR
14 funds
AGAINST
8 funds
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
FOR
8 funds
AMAZON.COM INC. May 22, 2024 SHAREHOLDER PROPOSAL REQUESTING A REPORT ON CUSTOMER DUE DILIGENCE
Human Rights or Human Capital/workforce
Shareholder (E&S) Against AGAINST
14 funds
FOR
8 funds
AMAZON.COM INC. May 22, 2024 SHAREHOLDER PROPOSAL REQUESTING A REPORT ON PACKAGING MATERIALS
Environment or Climate
Shareholder (E&S) Against FOR
14 funds
AGAINST
8 funds
AMAZON.COM INC. May 22, 2024 SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON LOBBYING
Other Social Issues
Shareholder (E&S) Against AGAINST
14 funds
FOR
8 funds
AMAZON.COM INC. May 22, 2024 SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON STAKEHOLDER IMPACTS
Environment or Climate
Shareholder (E&S) Against AGAINST
14 funds
FOR
8 funds
AMERICAN EXPRESS CO. May 6, 2024 Shareholder proposal relating to climate lobbying.
Environment or Climate
Shareholder (E&S) Against AGAINST
13 funds
FOR
9 funds
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
FOR
9 funds
AMKOR TECHNOLOGY INC. May 14, 2024 Shareholder proposal to report on effectiveness of the Company's diversity, equity, and inclusion efforts.
Diversity, Equity, and Inclusion
Shareholder (E&S) Against AGAINST
11 funds
FOR
3 funds
APPLE INC. February 28, 2024 A shareholder proposal requesting a report on the use of AI.
Other Social Issues
Shareholder (E&S) Against AGAINST
15 funds
FOR
8 funds
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
FOR
6 funds
BERKSHIRE HATHAWAY INC. May 4, 2024 Shareholder proposal requesting that the Board of Directors disclose in a consolidated annual report GHG emissions data by scope, as well as progress toward its net-zero decarbonization goal, for Berkshire Hathaway Energy.
Environment or Climate
Shareholder (E&S) Against AGAINST
13 funds
FOR
9 funds
BOEING CO. May 17, 2024 Racial and Gender Pay Gap Disclosure.
Diversity, Equity, and Inclusion
Shareholder (E&S) Against AGAINST
13 funds
FOR
1 fund
CARRIER GLOBAL CORP. April 18, 2024 Shareowner Proposal regarding transparency in lobbying
Other Social Issues
Shareholder (E&S) Against AGAINST
13 funds
FOR
4 funds
CASEY'S GENERAL STORES INC. September 6, 2023 Shareholder proposal regarding greenhouse gas emissions reporting.
Environment or Climate
Shareholder (E&S) Against AGAINST
12 funds
FOR
5 funds
CASEY'S GENERAL STORES INC. September 6, 2023 Shareholder proposal regarding responsible sourcing disclosures.
Environment or Climate
Shareholder (E&S) Against AGAINST
12 funds
FOR
5 funds
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
FOR
7 funds
CHEVRON CORP. May 29, 2024 Report on Tax Practices
Other Social Issues
Shareholder (E&S) Against AGAINST
14 funds
FOR
10 funds
CHIPOTLE MEXICAN GRILL INC. June 6, 2024 Shareholder Proposal - Requesting a report on harassment and discrimination statistics.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against AGAINST
12 funds
FOR
6 funds
CHURCH & DWIGHT CO. INC. May 2, 2024 Stockholder Proposal - Transparency in Political Contributions.
Other Social Issues
Shareholder (E&S) Not determined AGAINST
14 funds
FOR
9 funds
CISCO SYSTEMS INC. December 6, 2023 Stockholder Proposal - Approval to have Cisco's Board issue a tax transparency report in consideration of the Global Reporting Initiative's Tax Standard.
Other Social Issues
Shareholder (E&S) Against AGAINST
14 funds
FOR
9 funds
CVS HEALTH CORP. May 16, 2024 Stockholder Proposal Requesting an Independent, Third Party Worker Rights Assessment and Report.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against AGAINST
13 funds
FOR
9 funds
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
FOR
1 fund
DELTA AIR LINES INC. June 20, 2024 A shareholder proposal requesting the adoption of a non-interference policy.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against AGAINST
14 funds
FOR
6 funds
ELI LILLY AND CO. May 6, 2024 Shareholder proposal to publish an annual report disclosing lobbying activities.
Other Social Issues
Shareholder (E&S) Against AGAINST
15 funds
FOR
8 funds
ENBRIDGE INC. May 8, 2024 Shareholder Proposal Regarding Disclosure of All Material Scope 3 Emissions
Environment or Climate
Shareholder (E&S) Against AGAINST
2 funds
FOR
8 funds
EXXON MOBIL CORP. May 29, 2024 Report on Plastic Production Under SCS Scenario
Environment or Climate
Shareholder (E&S) Against AGAINST
14 funds
FOR
10 funds
FEDEX CORP. September 21, 2023 Stockholder proposal regarding a Just Transition report.
Environment or Climate
Shareholder (E&S) Against AGAINST
12 funds
FOR
9 funds
FLOWSERVE CORP. May 16, 2024 Shareholder proposal requesting report on the Company's political spending and policies and procedures regarding political spending.
Other Social Issues
Shareholder (E&S) Against AGAINST
10 funds
FOR
4 funds
GEO GROUP INC. May 3, 2024 To vote on a shareholder proposal regarding a third-party racial equity audit and report, if properly presented before meeting.
Diversity, Equity, and Inclusion
Shareholder (E&S) Against AGAINST
8 funds
FOR
2 funds
GLOBAL PAYMENTS INC. April 25, 2024 Advisory shareholder proposal on transparency in political spending.
Other Social Issues
Shareholder (E&S) Against AGAINST
13 funds
FOR
6 funds
GOLDMAN SACHS GROUP INC. April 24, 2024 Shareholder Proposal Regarding Outcome Report on Efforts Regarding Protected Classes of Employees
Human Rights or Human Capital/workforce
Shareholder (E&S) Against AGAINST
13 funds
FOR
5 funds
GRANITE CONSTRUCTION INC. June 5, 2024 Shareholder proposal regarding a report on the I-80 South Quarry Project.
Environment or Climate
Shareholder (E&S) Against AGAINST
7 funds
FOR
3 funds
HUNTINGTON INGALLS INDUSTRIES INC. May 1, 2024 Stockholder Proposal Regarding Science-based Greenhouse Gas Reduction Targets and Transition Plan
Environment or Climate
Shareholder (E&S) Against AGAINST
14 funds
FOR
4 funds
HUNTSMAN CORP. May 2, 2024 Stockholder proposal regarding transparency in political spending.
Other Social Issues
Shareholder (E&S) Against AGAINST
12 funds
FOR
7 funds
INTERNATIONAL BUSINESS MACHINES CORP. April 30, 2024 Stockholder Proposal Requesting a Public Report on Lobbying Activities.
Other Social Issues
Shareholder (E&S) Against AGAINST
13 funds
FOR
9 funds
INTERNATIONAL FLAVORS & FRAGRANCES INC. May 1, 2024 Commission a third-party assessment on the Company s commitment to freedom of association and collective bargaining rights.
Human Rights or Human Capital/workforce
Shareholder (E&S) Not determined AGAINST
13 funds
FOR
2 funds
ITT INC. May 15, 2024 A Shareholder Proposal Regarding Political Spending.
Other Social Issues
Shareholder (E&S) Against AGAINST
12 funds
FOR
2 funds
KOSMOS ENERGY LTD. June 6, 2024 To provide a non-binding, advisory vote on a stockholder proposal regarding a report on tax payments.
Other Social Issues
Shareholder (E&S) Against AGAINST
7 funds
FOR
6 funds
L3HARRIS TECHNOLOGIES INC. April 19, 2024 Shareholder Proposal titled "Transparency in Lobbying"
Other Social Issues
Shareholder (E&S) Against AGAINST
12 funds
FOR
5 funds
LENNAR CORP. April 10, 2024 Vote on a stockholder proposal requesting a report disclosing the Company's LGBTQ equity and inclusion efforts in its human capital management strategy.
Diversity, Equity, and Inclusion
Shareholder (E&S) Against AGAINST
13 funds
FOR
9 funds
LENNAR CORP. April 10, 2024 Vote on a stockholder proposal requesting a report on the Company's plans to reduce greenhouse gas emissions.
Environment or Climate
Shareholder (E&S) Against AGAINST
13 funds
FOR
9 funds
LOCKHEED MARTIN CORP. May 2, 2024 Stockholder Proposal Requesting a Report on Reducing Full Value Chain GHG Emissions
Environment or Climate
Shareholder (E&S) Not determined AGAINST
16 funds
FOR
4 funds
MESA LABORATORIES INC. August 25, 2023 To approve the shareholder proposal to measure and annually present scope 1 through 3 greenhouse gas emissions.
Environment or Climate
Shareholder (E&S) Against FOR
4 funds
AGAINST
2 funds
META PLATFORMS INC. May 29, 2024 A shareholder proposal regarding human rights impact assessment on AI systems driving targeted advertising.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against FOR
14 funds
AGAINST
9 funds
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
AGAINST
9 funds
META PLATFORMS INC. May 29, 2024 A shareholder proposal regarding report on human rights risks in non-US markets.
Other Social Issues
Shareholder (E&S) Against AGAINST
14 funds
FOR
9 funds
META PLATFORMS INC. May 29, 2024 A shareholder proposal regarding report on political advertising and election cycle enhanced actions.
Other Social Issues
Shareholder (E&S) Against AGAINST
14 funds
FOR
9 funds
METLIFE INC. June 18, 2024 Shareholder proposal requesting a third-party racial equity audit.
Diversity, Equity, and Inclusion
Shareholder (E&S) Against AGAINST
12 funds
FOR
3 funds
MICROCHIP TECHNOLOGY INC. August 22, 2023 Stockholder proposal requesting that our Board of Directors commission an independent third-party report, at reasonable expense and excluding proprietary information, on our due diligence process to determine whether our customers' use of our products contribute or are linked to violations of international law.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against AGAINST
14 funds
FOR
3 funds
MICROSOFT CORP. December 7, 2023 Report on Data Operations in Human Rights Hotspots (The Board recommends a vote AGAINST this proposal)
Human Rights or Human Capital/workforce
Shareholder (E&S) Against FOR
15 funds
AGAINST
9 funds
MICROSOFT CORP. December 7, 2023 Report on Tax Transparency (The Board recommends a vote AGAINST this proposal)
Other Social Issues
Shareholder (E&S) Against AGAINST
15 funds
FOR
9 funds
MORGAN STANLEY May 23, 2024 Shareholder proposal regarding transparency in lobbying.
Other Social Issues
Shareholder (E&S) Against AGAINST
14 funds
FOR
6 funds
NETFLIX INC. June 6, 2024 Stockholder proposal entitled, Report on Netflix s Use of Artificial Intelligence, if properly presented at the meeting.
Other Social Issues
Shareholder (E&S) Against AGAINST
13 funds
FOR
8 funds
NORFOLK SOUTHERN CORP. May 9, 2024 A Shareholder proposal regarding an annual report on lobbying activities, policies and communications.
Other Social Issues
Shareholder (E&S) Contested AGAINST
12 funds
FOR
8 funds
NVR INC. May 7, 2024 Shareholder proposal to expand political spending disclosure.
Other Social Issues
Shareholder (E&S) Against AGAINST
14 funds
FOR
8 funds
NVR INC. May 7, 2024 Shareholder proposal to publish report on impact of diversity, equity, and inclusion efforts.
Diversity, Equity, and Inclusion
Shareholder (E&S) Against AGAINST
14 funds
FOR
8 funds
OCCIDENTAL PETROLEUM CORP. May 2, 2024 Shareholder Proposal Requesting an Annual Report on Lobbying
Other Social Issues
Shareholder (E&S) Not determined AGAINST
12 funds
FOR
5 funds
OLD DOMINION FREIGHT LINE INC. May 15, 2024 Shareholder Proposal Regarding Greenhouse Gas Reduction Targets.
Environment or Climate
Shareholder (E&S) Against AGAINST
14 funds
FOR
7 funds
ORACLE CORP. November 15, 2023 Stockholder Proposal Regarding Pay Gap Report.
Diversity, Equity, and Inclusion
Shareholder (E&S) Against AGAINST
13 funds
FOR
9 funds
PACCAR INC. April 30, 2024 Stockholder proposal regarding a report on climate-related policy engagement.
Environment or Climate
Shareholder (E&S) Against AGAINST
13 funds
FOR
8 funds
PEPSICO INC. May 1, 2024 Shareholder Proposal - Third-Party Racial Equity Audit.
Diversity, Equity, and Inclusion
Shareholder (E&S) Not determined AGAINST
14 funds
FOR
9 funds
QUEST DIAGNOSTICS INC. May 16, 2024 Stockholder Proposal Regarding Managing Climate Risk Through Science-Based Targets And Transition Planning.
Environment or Climate
Shareholder (E&S) Against AGAINST
13 funds
FOR
6 funds
ROYAL BANK OF CANADA April 11, 2024 Shareholder Proposal Regarding Clean Energy Supply Financing Ratio
Environment or Climate
Shareholder (E&S) Against ABSTAIN
2 funds
AGAINST
6 funds
RTX CORP. May 2, 2024 Shareowner Proposal Requesting a Lobbying Transparency Report
Other Social Issues
Shareholder (E&S) Not determined AGAINST
13 funds
FOR
3 funds
RTX CORP. May 2, 2024 Shareowner Proposal Requesting a Report on Full Value Chain Emissions Reduction Plan
Environment or Climate
Shareholder (E&S) Not determined AGAINST
13 funds
FOR
3 funds
RYDER SYSTEM INC. May 3, 2024 To vote, on an advisory basis, on a shareholder proposal regarding managing climate risk through science-based targets and transition planning.
Environment or Climate
Shareholder (E&S) Against AGAINST
10 funds
FOR
3 funds
RYDER SYSTEM INC. May 3, 2024 To vote, on an advisory basis, on a shareholder proposal regarding the Company's climate change strategy and related impacts on employment.
Environment or Climate
Shareholder (E&S) Against AGAINST
10 funds
FOR
3 funds
SKYWEST INC. May 7, 2024 A shareholder proposal regarding collective bargaining policy.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against AGAINST
8 funds
FOR
2 funds
SONOCO PRODUCTS CO. April 17, 2024 Advisory (non-binding) shareholder proposal regarding transparency in political spending.
Other Social Issues
Shareholder (E&S) Against AGAINST
12 funds
FOR
3 funds
SPIRIT AEROSYSTEMS HOLDINGS INC. April 24, 2024 The Stockholder Proposal titled "Transparency in Political Spending".
Other Social Issues
Shareholder (E&S) Against AGAINST
9 funds
FOR
3 funds
STRYKER CORP. May 9, 2024 Shareholder Proposal on Transparency in Political Spending.
Other Social Issues
Shareholder (E&S) Not determined AGAINST
14 funds
FOR
8 funds
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
FOR
6 funds
TRUIST FINANCIAL CORP. April 23, 2024 Shareholder proposal regarding an annual report on lobbying activities, if properly presented at the Annual Meeting.
Other Social Issues
Shareholder (E&S) Against AGAINST
13 funds
FOR
3 funds
TYSON FOODS INC. February 8, 2024 Shareholder proposal regarding corporate climate lobbying.
Environment or Climate
Shareholder (E&S) Against AGAINST
14 funds
FOR
9 funds
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
FOR
9 funds
WARNER BROS. DISCOVERY INC. June 3, 2024 To vote on a stockholder proposal entitled, Report on Use of AI , if properly presented.
Other Social Issues
Shareholder (E&S) Against AGAINST
13 funds
FOR
2 funds
WARRIOR MET COAL INC. April 25, 2024 Shareholder Proposal: To adopt a resolution urging the Board of Directors to commission and oversee an assessment of the Company s respect for the internationally recognized human rights of freedom of association and collective bargaining.
Human Rights or Human Capital/workforce
Shareholder (E&S) Contested AGAINST
7 funds
FOR
2 funds
WELLS FARGO & CO. April 30, 2024 Shareholder Proposal - Annual Report on Prevention of Workplace Harassment and Discrimination.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against AGAINST
12 funds
FOR
5 funds
WELLS FARGO & CO. April 30, 2024 Shareholder Proposal - Third-Party Assessment of Respect for Freedom of Association and Collective Bargaining.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against AGAINST
12 funds
FOR
5 funds
ADAPTHEALTH CORP. June 20, 2024 Exculpation Amendment - To approve the amendment and restatement of the Company s Current Certificate to provide for officer exculpation.
Corporate Governance
Other For FOR
7 funds
AGAINST
1 fund
ADVANCE AUTO PARTS INC. May 22, 2024 Amend our Restated Certificate of Incorporation to eliminate or limit the personal liability of officers to the extent permitted by recent amendments to the Delaware General Corporation Law.
Corporate Governance
Other For FOR
9 funds
AGAINST
6 funds
ADVANCED MICRO DEVICES INC. May 8, 2024 Stockholder proposal regarding special meeting right.
Corporate Governance
Other Against AGAINST
14 funds
FOR
7 funds
AEDIFICA NV May 14, 2024 Change in Control Clause (ABN Amro Bank NV/SA)
Shareholder Rights and Defenses
Other For FOR
4 funds
AGAINST
4 funds
AEDIFICA NV May 14, 2024 Change in Control Clause (BNP Paribas Fortis NV/SA)
Shareholder Rights and Defenses
Other For FOR
4 funds
AGAINST
4 funds
AEDIFICA NV May 14, 2024 Change in Control Clause (Banque Europeenne du Credit Mutuel SAS - BECM)
Shareholder Rights and Defenses
Other For FOR
4 funds
AGAINST
4 funds
AEDIFICA NV May 14, 2024 Change in Control Clause (Belfius Bank NV/SA)
Shareholder Rights and Defenses
Other For FOR
4 funds
AGAINST
4 funds
AEDIFICA NV May 14, 2024 Change in Control Clause (Hoivatilat and OP Corporate Bank)
Shareholder Rights and Defenses
Other For FOR
4 funds
AGAINST
4 funds
AEDIFICA NV May 14, 2024 Change in Control Clause (ING Belgium NV/SA)
Shareholder Rights and Defenses
Other For FOR
4 funds
AGAINST
4 funds
AEDIFICA NV May 14, 2024 Change in Control Clause (Societe Generale)
Shareholder Rights and Defenses
Other For FOR
4 funds
AGAINST
4 funds
AEDIFICA NV May 14, 2024 Change in Control Clause (Triodos Bank NV/SA)
Shareholder Rights and Defenses
Other For FOR
4 funds
AGAINST
4 funds
AEMETIS INC. May 29, 2024 Approve an Amended and Restated Delaware Certificate of Incorporation to provide officer exculpation.
Corporate Governance
Other For FOR
1 fund
AGAINST
1 fund
AENA S.M.E. SA April 18, 2024 Approval of Climate Action Plan
Environment or Climate
Other For ABSTAIN
5 funds
FOR
5 funds
AKAMAI TECHNOLOGIES INC. May 10, 2024 To approve our Amended and Restated Certificate of Incorporation to limit the liability of certain officers as permitted by recent amendments to Delaware law and certain additional clarifying changes
Corporate Governance
Other For FOR
13 funds
AGAINST
6 funds
AL DAR PROPERTIES March 19, 2024 Charitable Donations
Other Social Issues
Other For ABSTAIN
2 funds
AGAINST
2 funds
ALLSTATE CORP. May 14, 2024 Stockholder proposal on independent chair.
Corporate Governance
Other Against AGAINST
15 funds
FOR
8 funds
AMBAC FINANCIAL GROUP INC. June 5, 2024 To approve an amendment to Ambac's Certificate of Incorporation to extend the exculpation provision in Section 7.01 of Article VII to include officers, as well as directors.
Corporate Governance
Other For FOR
7 funds
AGAINST
1 fund

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← All 20 managers, 2023-2024

How items are matched and positions counted: see the comparison table and the methodology. Built October 13, 2026 from SEC Form N-PX filings.