Home › Asset managers › Compare 2023-2024 › Charles Schwab vs Russell Investments
Charles Schwab 2023-2024 · Russell Investments 2023-2024 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 39,363 | 37,471 | 1,892 | 0 | 95.2% | 95.2% |
| Board proposals | 32,906 | 31,495 | 1,411 | 0 | 95.7% | 95.7% |
| E&S shareholder proposals | 408 | 325 | 83 | 0 | 79.7% | 79.7% |
| Other items | 6,049 | 5,651 | 398 | 0 | 93.4% | 93.4% |
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.
| Company | Meeting | Proposal | On the ballot from | Board recommended | Charles Schwab | Russell Investments |
|---|---|---|---|---|---|---|
| AMERICA MOVIL SAB DE CV | April 29, 2024 | CEO Report; External Auditor Report; Opinion of the Board Corporate Governance |
Other | For | ABSTAIN 3 funds |
AGAINST 2 funds |
| AMERICA MOVIL SAB DE CV | April 29, 2024 | Ratification of Audit and Corporate Governance Committee Acts Corporate Governance |
Other | For | FOR 3 funds |
AGAINST 2 funds |
| AMERICA MOVIL SAB DE CV | April 29, 2024 | Ratification of CEO and Board Acts Corporate Governance |
Other | For | FOR 3 funds |
AGAINST 2 funds |
| AMERICA MOVIL SAB DE CV | April 29, 2024 | Ratification of Executive Committee Acts Corporate Governance |
Other | For | FOR 3 funds |
AGAINST 2 funds |
| AMERICA MOVIL SAB DE CV | April 29, 2024 | Report of the Audit and Corporate Governance Committee Corporate Governance |
Other | For | ABSTAIN 3 funds |
AGAINST 2 funds |
| AMERICA MOVIL SAB DE CV | April 29, 2024 | Report of the Board Regarding Accounting Practices Corporate Governance |
Other | For | ABSTAIN 3 funds |
AGAINST 2 funds |
| AMERICA MOVIL SAB DE CV | April 29, 2024 | Report of the Board on its Activities Regarding the Company's Operations Corporate Governance |
Other | For | ABSTAIN 3 funds |
AGAINST 2 funds |
| AMERICA MOVIL SAB DE CV | April 29, 2024 | Report on the Company's Shares Repurchase Program Corporate Governance |
Other | For | ABSTAIN 3 funds |
AGAINST 2 funds |
| AMERICAN INTERNATIONAL GROUP INC. | May 15, 2024 | Shareholder Proposal Requesting an Independent Board Chair Policy. Corporate Governance |
Other | Against | AGAINST 12 funds |
FOR 3 funds |
| AMERICAN TOWER CORP. | May 22, 2024 | To consider a stockholder proposal, if properly presented, regarding the ownership threshold required to call a special meeting. Corporate Governance |
Other | Against | AGAINST 15 funds |
FOR 9 funds |
| AMERICANA RESTAURANTS INTERNATIONAL PLC | April 24, 2024 | Amendments to Remuneration Policy Corporate Governance |
Other | For | ABSTAIN 1 fund |
AGAINST 1 fund |
| AMERICANA RESTAURANTS INTERNATIONAL PLC | April 24, 2024 | Related Party Transactions Corporate Governance |
Other | For | ABSTAIN 1 fund |
AGAINST 1 fund |
| AMERIPRISE FINANCIAL INC. | April 24, 2024 | To approve the amendment of the Ameriprise Financial, Inc. Amended and Restated Certificate of Incorporation to allow for exculpation of officers as permitted by Delaware law. Corporate Governance |
Other | For | FOR 13 funds |
AGAINST 5 funds |
| AMN HEALTHCARE SERVICES INC. | April 19, 2024 | To approve a proposed amendment and restatement of our certificate of incorporation to provide for exculpation of certain officers of the Company from personal liability under certain circumstances as permitted by Delaware law. Corporate Governance |
Other | For | FOR 7 funds |
AGAINST 3 funds |
| AMPHENOL CORP. | May 16, 2024 | Approval of an Amendment to the Company's Restated Certificate of Incorporation to reflect new Delaware law provisions regarding officer exculpation Corporate Governance |
Other | For | FOR 14 funds |
AGAINST 9 funds |
| AMPHENOL CORP. | May 16, 2024 | Stockholder Proposal Regarding Special Shareholder Meeting Improvement. Shareholder Rights and Defenses |
Other | Against | AGAINST 14 funds |
FOR 9 funds |
| ANSYS INC. | June 7, 2024 | Stockholder Proposal Requesting the Adoption of a Shareholder Right to Call a Special Shareholder Meeting, if Properly Presented Corporate Governance |
Other | Against | AGAINST 14 funds |
FOR 4 funds |
| APTARGROUP INC. | May 1, 2024 | Approval of an amendment to Aptar s Amended and Restated Certificate of Incorporation to reflect new Delaware law provisions regarding officer exculpation. Corporate Governance |
Other | For | FOR 12 funds |
AGAINST 5 funds |
| ARCA CONTINENTAL SAB DE CV | March 21, 2024 | Accounts and Reports Corporate Governance |
Other | For | ABSTAIN 2 funds |
AGAINST 2 funds |
| ARCA CONTINENTAL SAB DE CV | March 21, 2024 | Amendments to Articles Corporate Governance |
Other | For | FOR 2 funds |
AGAINST 2 funds |
| ARCELORMITTAL SA | April 30, 2024 | Ratification of Board Acts Corporate Governance |
Other | For | AGAINST 5 funds |
FOR 7 funds |
| ARCHER-DANIELS-MIDLAND CO. | May 23, 2024 | Stockholder Proposal Regarding an Independent Board Chairman. Corporate Governance |
Other | Against | AGAINST 12 funds |
FOR 10 funds |
| ASSERTIO HOLDINGS INC. | May 23, 2024 | To approve an amendment to the Company s Certificate of Incorporation to reflect recently adopted Delaware law provisions regarding officer exculpation. Corporate Governance |
Other | For | FOR 2 funds |
AGAINST 1 fund |
| AT&T INC. | May 16, 2024 | Independent Board Chairman Corporate Governance |
Other | Against | AGAINST 12 funds |
FOR 9 funds |
| ATACADAO SA | April 16, 2024 | Board Size Corporate Governance |
Other | For | AGAINST 1 fund |
FOR 4 funds |
| AUTONATION INC. | April 24, 2024 | Approval and adoption of an Amended and Restated Certificate of Incorporation to reflect new Delaware law provisions regarding officer exculpation. Corporate Governance |
Other | For | FOR 11 funds |
AGAINST 4 funds |
| AVEPOINT INC. | May 7, 2024 | To approve the adoption of the Third Amended and Restated Certificate of Incorporation to reflect new Delaware law provisions for exculpation of officers. Corporate Governance |
Other | For | FOR 4 funds |
AGAINST 3 funds |
| AXCELIS TECHNOLOGIES INC. | May 9, 2024 | Proposal to amend Restated Certificate of Incorporation to limit certain executive officers' liability under Delaware law. Corporate Governance |
Other | For | FOR 11 funds |
AGAINST 2 funds |
| BAKER HUGHES CO. | May 13, 2024 | Amendment and Restatement of the Certificate of Incorporation to add a federal forum selection provision Shareholder Rights and Defenses |
Other | For | AGAINST 13 funds |
FOR 6 funds |
| BAKER HUGHES CO. | May 13, 2024 | Amendment and Restatement of the Certificate of Incorporation to limit the liability of certain officers of the Company Corporate Governance |
Other | For | FOR 13 funds |
AGAINST 6 funds |
| BANK OF AMERICA CORP. | April 24, 2024 | Shareholder proposal requesting independent board chair Corporate Governance |
Other | Against | AGAINST 13 funds |
FOR 9 funds |
| BANK OF AMERICA CORP. | April 24, 2024 | Shareholder proposal requesting right to act by written consent Corporate Governance |
Other | Against | AGAINST 13 funds |
FOR 9 funds |
| BANK POLSKA KASA OPIEKI SA | May 16, 2024 | Ratify Beata Kozlowska-Chyla Corporate Governance |
Other | For | AGAINST 2 funds |
FOR 1 fund |
| BANK POLSKA KASA OPIEKI SA | May 16, 2024 | Ratify Joanna Dynysiuk Corporate Governance |
Other | For | AGAINST 2 funds |
FOR 1 fund |
| BANK POLSKA KASA OPIEKI SA | May 16, 2024 | Ratify Malgorzata Sadurska Corporate Governance |
Other | For | AGAINST 2 funds |
FOR 1 fund |
| BANK POLSKA KASA OPIEKI SA | May 16, 2024 | Ratify Marian Majcher Corporate Governance |
Other | For | AGAINST 2 funds |
FOR 1 fund |
| BANK POLSKA KASA OPIEKI SA | May 16, 2024 | Ratify Michal Kaszynski Corporate Governance |
Other | For | AGAINST 2 funds |
FOR 1 fund |
| BANK POLSKA KASA OPIEKI SA | May 16, 2024 | Ratify Sabina Bigos-Jaworowska Corporate Governance |
Other | For | AGAINST 2 funds |
FOR 1 fund |
| BANK POLSKA KASA OPIEKI SA | May 16, 2024 | Ratify Stanislaw Ryszard Kaczoruk Corporate Governance |
Other | For | AGAINST 2 funds |
FOR 1 fund |
| BAXTER INTERNATIONAL INC. | May 7, 2024 | Approve an Amendment to the Amended and Restated Certificate of Incorporation to Permit Officer Exculpation Corporate Governance |
Other | For | FOR 13 funds |
AGAINST 5 funds |
| BERKSHIRE HATHAWAY INC. | May 4, 2024 | Shareholder proposal requesting that the Board of Directors form a Railroad Safety Committee of independent directors. Corporate Governance |
Other | Against | AGAINST 13 funds |
FOR 9 funds |
| BERRY GLOBAL GROUP INC. | February 14, 2024 | To approve a proposal to amend the exclusive forum provision in our Amended and Restated Certificate of Incorporation to make the United States federal courts the exclusive forum for any federal securities law claims. Shareholder Rights and Defenses |
Other | For | AGAINST 12 funds |
FOR 1 fund |
| BIOGEN INC. | June 20, 2024 | To approve an amendment to Biogen s Amended and Restated Certificate of Incorporation, as amended, to add an officer exculpation provision. Corporate Governance |
Other | For | FOR 13 funds |
AGAINST 5 funds |
| BLACKBAUD INC. | June 12, 2024 | Adoption Of An Amendment To The Company S Amended And Restated Certificate Of Incorporation To Limit The Liability Of Certain Officers As Permitted By Delaware Law. Corporate Governance |
Other | For | FOR 7 funds |
AGAINST 1 fund |
| BLACKROCK INC. | May 15, 2024 | Shareholder Proposal - Amend Bylaws to Require Independent Board Chair. Corporate Governance |
Other | Against | AGAINST 14 funds |
FOR 7 funds |
| BLOOM ENERGY CORP. | May 7, 2024 | To approve an amendment to our restated certificate of incorporation to add officer exculpation provisions and eliminate outdated references to Class B common stock. Corporate Governance |
Other | For | FOR 4 funds |
AGAINST 2 funds |
| BLOOMIN' BRANDS INC. | April 23, 2024 | To vote on a stockholder proposal regarding stockholder right to act by written consent Corporate Governance |
Other | Against | AGAINST 8 funds |
FOR 3 funds |
| BRISTOL-MYERS SQUIBB CO. | May 7, 2024 | Approval of an Amendment to the Company's Amended and Restated Certificate of Incorporation to Provide for Limited Officer Exculpation Corporate Governance |
Other | For | FOR 12 funds |
AGAINST 9 funds |
| BRISTOL-MYERS SQUIBB CO. | May 7, 2024 | Shareholder Proposal on the Adoption of a Board Policy that the Chairperson of the Board be an Independent Director Corporate Governance |
Other | Against | AGAINST 12 funds |
FOR 9 funds |
| BROADWIND INC. | May 16, 2024 | To approve an amendment to the Company's Certificate of Incorporation to permit the exculpation of officers. Corporate Governance |
Other | For | FOR 1 fund |
AGAINST 2 funds |
| BYD CO LTD. | June 6, 2024 | Liability Insurance Corporate Governance |
Other | For | ABSTAIN 3 funds |
AGAINST 2 funds |
| CACTUS INC. | May 14, 2024 | To approve amendments to Article Ninth of the Charter to limit the liability of certain of the Company's officers in specific circumstances, as permitted by Delaware law. Corporate Governance |
Other | For | FOR 8 funds |
AGAINST 1 fund |
| CADENCE DESIGN SYSTEMS INC. | May 2, 2024 | Approval of the amendment of the Restated Certificate of Incorporation to limit monetary liability of certain officers as permitted by law. Corporate Governance |
Other | Not determined | FOR 12 funds |
AGAINST 5 funds |
| CAMECO CORP. | May 9, 2024 | Declaration of Canadian Residency Status Other |
Other | None | ABSTAIN 3 funds |
AGAINST 2 funds |
| CARLISLE COMPANIES INC. | May 1, 2024 | To adopt an amendment to the Company s Charter to reflect recent Delaware law changes regarding officer exculpation. Corporate Governance |
Other | Not determined | FOR 12 funds |
AGAINST 1 fund |
| CARLYLE GROUP INC. | May 29, 2024 | Shareholder Proposal to Adopt Improved Shareholder Right to Call a Special Shareholder Meeting. Shareholder Rights and Defenses |
Other | Against | AGAINST 12 funds |
FOR 4 funds |
| CATERPILLAR INC. | June 12, 2024 | Shareholder Proposal - Independent Board Chairman Corporate Governance |
Other | Against | AGAINST 16 funds |
FOR 2 funds |
| CBOE GLOBAL MARKETS INC. | May 16, 2024 | Advisory vote on a management proposal to provide stockholders the right to call a special meeting of stockholders at a 25% ownership threshold. Corporate Governance |
Other | For | FOR 15 funds |
AGAINST 1 fund |
| CBOE GLOBAL MARKETS INC. | May 16, 2024 | Advisory vote on a stockholder proposal to provide stockholders the right to call a special meeting of stockholders at a 10% ownership threshold. Corporate Governance |
Other | Against | AGAINST 15 funds |
FOR 1 fund |
| CECO ENVIRONMENTAL CORP. | May 20, 2024 | To approve the proposed amendment to the Company's Certificate of Incorporation to incorporate Delaware law provisions regarding officer exculpation. Corporate Governance |
Other | For | FOR 2 funds |
AGAINST 3 funds |
| CELANESE CORP. | May 13, 2024 | Approval of an amendment to the Company's Second Amended and Restated Certificate of Incorporation to provide for officer exculpation and indemnification under Delaware law. Corporate Governance |
Other | For | FOR 14 funds |
AGAINST 2 funds |
| CENTRAIS ELETRICAS BRASILEIRAS S.A. - ELETROBRAS | April 26, 2024 | Supervisory Council Size (Five Members) Corporate Governance |
Other | None | ABSTAIN 3 funds |
FOR 4 funds |
| CENTRAIS ELETRICAS BRASILEIRAS S.A. - ELETROBRAS | April 26, 2024 | Supervisory Council Size (Three Members) Corporate Governance |
Other | None | ABSTAIN 3 funds |
FOR 4 funds |
| CERTARA INC. | May 21, 2024 | Amend our Certificate of Incorporation to limit the liability of certain officers of Certara as permitted pursuant to the Delaware General Corporation Law. Corporate Governance |
Other | For | FOR 6 funds |
AGAINST 1 fund |
| CHARTER COMMUNICATIONS INC. | April 23, 2024 | Approval of the amendment to the Company s Amended and Restated Certificate of Incorporation to reflect new Delaware law provisions regarding officer exculpation. Corporate Governance |
Other | For | FOR 12 funds |
AGAINST 2 funds |
| CHEESECAKE FACTORY INC. | May 30, 2024 | To approve and adopt the Restated Certificate of Incorporation of the Company to provide for the exculpation of officers as permitted by the Delaware General Corporation Law. Corporate Governance |
Other | For | FOR 7 funds |
AGAINST 1 fund |
| CHENIERE ENERGY INC. | May 23, 2024 | Approve the amendment to the Company's Certificate of Incorporation to limit the personal liability of officers as permitted by law. Corporate Governance |
Other | For | FOR 11 funds |
AGAINST 6 funds |
| CHINA DEVELOPMENT FINANCIAL HOLDING CORP. | June 14, 2024 | Non-Competition Restrictions for Directors Corporate Governance |
Other | For | AGAINST 3 funds |
FOR 1 fund |
| CHINA ENERGY ENGINEERING CORPORATION LTD. | March 28, 2024 | Extension of the Validity Period of Authorization to the Board Corporate Governance |
Other | For | AGAINST 1 fund |
FOR 1 fund |
| CHINA YANGTZE POWER CO. | May 23, 2024 | 2024 Investment Plan Corporate Governance |
Other | For | ABSTAIN 1 fund |
AGAINST 3 funds |
| CHOICE HOTELS INTERNATIONAL INC. | May 16, 2024 | Approval of an amendment to the Restated Certificate of Incorporation to permit the exculpation of officers. Corporate Governance |
Other | For | FOR 11 funds |
AGAINST 1 fund |
| CHUNGHWA TELECOM CO. LTD. | May 31, 2024 | Non-Compete Restrictions for Directors Corporate Governance |
Other | For | AGAINST 3 funds |
FOR 1 fund |
| CHURCH & DWIGHT CO. INC. | May 2, 2024 | Approval of the amendment of the Church & Dwight Co., Inc. Amended and Restated Certificate of Incorporation; Corporate Governance |
Other | Not determined | FOR 14 funds |
AGAINST 9 funds |
| CHUY'S HOLDINGS INC. | July 27, 2023 | Approval of an amendment to the Company s Bylaws to add an exclusive forum provision. Corporate Governance |
Other | For | AGAINST 4 funds |
FOR 3 funds |
| CIENA CORP. | March 21, 2024 | Approval of an amendment to Ciena s Amended and Restated Certificate of Incorporation, as amended, to provide for officer exculpation. Corporate Governance |
Other | For | FOR 12 funds |
AGAINST 2 funds |
| CIGNA GROUP | April 24, 2024 | Shareholder proposal - improve the shareholder right to call a special shareholder meeting. Corporate Governance |
Other | Against | AGAINST 14 funds |
FOR 8 funds |
| CITIGROUP INC. | April 30, 2024 | Stockholder proposal requesting an Independent Board Chairman policy. Corporate Governance |
Other | Against | AGAINST 12 funds |
FOR 8 funds |
| CLEAR CHANNEL OUTDOOR HOLDINGS INC. | May 16, 2024 | Approval of the amendment to the certificate of incorporation to provide for exculpation of certain officers of the company as permitted by recent amendments to Delaware law Corporate Governance |
Other | For | FOR 7 funds |
AGAINST 2 funds |
| COGNIZANT TECHNOLOGY SOLUTIONS CORP. | June 4, 2024 | Adopt the companys Amended and Restated Certificate of Incorporation to limit the liability of certain officers as permitted by Delaware law, remove obsolete provisions and make other technical and administrative updates. Corporate Governance |
Other | Contested | FOR 13 funds |
AGAINST 10 funds |
| COHU INC. | June 5, 2024 | Approve an amendment to our Amended and Restated Certificate of Incorporation to reflect new Delaware law provisions regarding exculpation of Officers. Corporate Governance |
Other | For | FOR 7 funds |
AGAINST 2 funds |
| COLGATE-PALMOLIVE CO. | May 10, 2024 | Stockholder proposal on independent Board Chairman. Corporate Governance |
Other | Against | AGAINST 12 funds |
FOR 7 funds |
| COMPAL ELECTRONICS INC. | May 31, 2024 | Non-Compete Restrictions for Directors Corporate Governance |
Other | For | AGAINST 3 funds |
FOR 1 fund |
| CONAGRA BRANDS INC. | September 14, 2023 | Shareholder proposal requesting a shareholder right to call a special shareholder meeting, if properly presented Corporate Governance |
Other | Against | AGAINST 13 funds |
FOR 8 funds |
| CONSOL ENERGY INC. | April 30, 2024 | Approval of an Amendment to CONSOL Energy Inc. s Amended and Restated Certificate of Incorporation to Provide for Exculpation of Certain Officers. Corporate Governance |
Other | For | FOR 8 funds |
AGAINST 3 funds |
| CORTEVA INC. | April 26, 2024 | Approve an amendment to Corteva's Certificate of Incorporation to provide for the exculpation of certain of our officers as permitted by Delaware Law. Corporate Governance |
Other | For | FOR 13 funds |
AGAINST 2 funds |
| COSCO SHIPPING HOLDINGS CO LTD. | November 16, 2023 | Purchase of Liability Insurance for Directors, Supervisors and Senior Management Corporate Governance |
Other | For | ABSTAIN 4 funds |
AGAINST 1 fund |
| COTERRA ENERGY INC. | May 1, 2024 | To amend and restate the Restated Certificate of Incorporation of Coterra Energy Inc. to provide for exculpation of certain officers of the Company as permitted by amendments to Delaware law and to make certain non-substantive updates. Corporate Governance |
Other | Not determined | FOR 11 funds |
AGAINST 8 funds |
| COUCHBASE INC. | May 30, 2024 | Approval of an amendment to our Amended and Restated Certificate of Incorporation to reflect Delaware law provisions regarding officer exculpation. Corporate Governance |
Other | For | FOR 4 funds |
AGAINST 2 funds |
| CUMMINS INC. | May 14, 2024 | The shareholder proposal regarding requiring an independent Chairman of the Board. Corporate Governance |
Other | Against | AGAINST 13 funds |
FOR 9 funds |
| D'IETEREN | May 30, 2024 | Authority to Coordinate Articles Corporate Governance |
Other | For | AGAINST 4 funds |
FOR 1 fund |
| DANAHER CORP. | May 7, 2024 | To act upon a shareholder proposal requesting that Danaher amend its governing documents to reduce the percentage of shares required for shareholders to call a special meeting of shareholders from 25% to 15%. Corporate Governance |
Other | Against | AGAINST 13 funds |
FOR 9 funds |
| DARLING INGREDIENTS INC. | May 7, 2024 | Vote to approve amendments to the Company's Restated Certificate of Incorporation (the "Charter") to include officer exculpation; and Corporate Governance |
Other | For | FOR 12 funds |
AGAINST 3 funds |
| DELEK US HOLDINGS INC. | May 2, 2024 | To approve the amendment to our Second Amended and Restated Certificate of Incorporation to reflect new Delaware law provisions regarding officer exculpation. Corporate Governance |
Other | For | FOR 7 funds |
AGAINST 3 funds |
| DEUTSCHE BANK AG | May 16, 2024 | Ratify Alexander Wynaendts Corporate Governance |
Other | For | ABSTAIN 4 funds |
FOR 1 fund |
| DEUTSCHE BANK AG | May 16, 2024 | Ratify Bernd Leukert Corporate Governance |
Other | For | ABSTAIN 4 funds |
FOR 1 fund |
| DEUTSCHE BANK AG | May 16, 2024 | Ratify Bernd Rose Corporate Governance |
Other | For | ABSTAIN 4 funds |
FOR 1 fund |
| DEUTSCHE BANK AG | May 16, 2024 | Ratify Birgit Laumen Corporate Governance |
Other | For | ABSTAIN 4 funds |
FOR 1 fund |
| DEUTSCHE BANK AG | May 16, 2024 | Ratify Claudia Fieber Corporate Governance |
Other | For | ABSTAIN 4 funds |
FOR 1 fund |
| DEUTSCHE BANK AG | May 16, 2024 | Ratify Dagmar Valcarcel Corporate Governance |
Other | For | ABSTAIN 4 funds |
FOR 1 fund |
| DEUTSCHE BANK AG | May 16, 2024 | Ratify Detlef Polaschek Corporate Governance |
Other | For | ABSTAIN 4 funds |
FOR 1 fund |
← Previous Page 2 of 19 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.