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

91.9% When both took a single position, they voted the same way on 91.9% of 10,259 items (9,432 the same, 827 different). 123 items where at least one of them split its funds are listed separately below. Both voted on 10,382 items in all.

Charles Schwab 2023-2024 · Voya 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 10,3829,432827 12391.9%91.5%
Board proposals 9,3578,584653 12092.9%92.4%
E&S shareholder proposals 30224161 079.8%79.8%
Other items 723607113 384.3%84.2%

Where they did not vote alike

Everything Voted differently Split votes

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

950 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 SchwabVoya
FEDERAL REALTY INVESTMENT TRUST May 1, 2024 To consider and act upon any other matters properly coming before the meeting or any postponement(s) or adjournment(s) thereof.
Corporate Governance
Other For FOR
16 funds
AGAINST
5 funds
FEDEX CORP. September 21, 2023 Stockholder proposal regarding amendment to clawback policy.
Compensation
Other Against AGAINST
12 funds
FOR
10 funds
FIRST WATCH RESTAURANT GROUP INC. May 22, 2024 To amend the Company's Amended and Restated Certificate of Incorporation to limit the liability of officers of the Company as permitted by Delaware law.
Corporate Governance
Other For FOR
4 funds
AGAINST
2 funds
FIRSTENERGY CORP. May 22, 2024 Report on Feasibility of Integrating Climate-Related Measures into the Company's Compensation Plans
Compensation
Other Against AGAINST
13 funds
FOR
8 funds
FUBOTV INC. June 18, 2024 Approval of the adjournment of the Annual Meeting, if necessary, to solicit additional proxies if there are not sufficient votes in favor of Proposal 4, Proposal 5 or Proposal 6.
Corporate Governance
Other For FOR
4 funds
AGAINST
2 funds
GEN DIGITAL INC. September 12, 2023 Stockholder proposal regarding shareholder ratification of termination pay.
Compensation
Other Against AGAINST
14 funds
FOR
7 funds
GILEAD SCIENCES INC. May 8, 2024 To vote on a stockholder proposal requesting that the Board adopt a policy requiring the Company's named executive officers to retain at least 25% of net-after tax shares of stock acquired through equity pay programs until reaching normal retirement age (at least age 60).
Compensation
Other Against FOR
13 funds
AGAINST
13 funds
GUESS INC. May 31, 2024 To approve an amendment to our Restated Certificate of Incorporation to provide for officer exculpation and update indemnification and advancement provisions.
Corporate Governance
Other For FOR
8 funds
AGAINST
3 funds
HP INC. April 22, 2024 Stockholder proposal requesting that HP Inc.'s Board of Directors adopt a policy to seek stockholder approval of any senior managers' new or renewed pay package that provides for certain severance or termination payments, if properly presented at the annual meeting
Compensation
Other Against AGAINST
14 funds
FOR
10 funds
IAC INC. June 11, 2024 To approve an amendment to the Company's Restated Certificate of Incorporation to reflect new Delaware law provisions regarding officer exculpation.
Corporate Governance
Other For FOR
11 funds
AGAINST
5 funds
INTERNATIONAL PAPER CO. May 13, 2024 Shareowner Proposal Concerning Shareowner Opportunity to Vote on Excessive Golden Parachutes
Compensation
Other Against AGAINST
15 funds
FOR
8 funds
JABIL INC. January 25, 2024 Consider and act upon the stockholder proposal described in this proxy statement, if properly presented at the Annual Meeting.
Corporate Governance
Other Against AGAINST
13 funds
FOR
9 funds
JPMORGAN CHASE & CO. May 21, 2024 Shareholder opportunity to vote on excessive golden parachutes
Compensation
Other Against FOR
13 funds
AGAINST
9 funds
KALVISTA PHARMACEUTICALS INC. September 26, 2023 Approval of a Certificate of Amendment to our Amended and Restated Certificate of Incorporation to limit the liability of certain officers as permitted pursuant to recent amendments to the Delaware General Corporation Law.
Corporate Governance
Other For AGAINST
2 funds
FOR
2 funds
KEYSIGHT TECHNOLOGIES INC. March 21, 2024 Consider, on a non-binding advisory basis, Stockholder Proposal: Simple Majority Vote
Corporate Governance
Other Against AGAINST
15 funds
FOR
13 funds
KULICKE & SOFFA INDUSTRIES INC. March 13, 2024 To approve the amendment to the Company's amended and restated by-laws to limit the liability of officers of the Company as permitted by the recent amendments to the Pennsylvania Business Corporation Law of 1988.
Corporate Governance
Other For AGAINST
7 funds
FOR
5 funds
LARIMAR THERAPEUTICS INC. May 29, 2024 Approval of an adjournment of the Annual Meeting to the extent there are insufficient votes at the Annual Meeting to approve Proposal 4
Corporate Governance
Other For AGAINST
2 funds
FOR
2 funds
LEONARDO DRS INC. May 15, 2024 One or more adjournments of the Annual Meeting to a later date or dates if necessary or appropriate to solicit additional proxies
Corporate Governance
Other For FOR
10 funds
AGAINST
2 funds
MARATHON OIL CORP. May 22, 2024 Approve an Amendment to our Amended and Restated Certificate of Incorporation to Provide for the Exculpation of Officers
Corporate Governance
Other For AGAINST
14 funds
FOR
7 funds
MARATHON PETROLEUM CORP. April 24, 2024 Shareholder proposal seeking a simple majority vote.
Corporate Governance
Other Against AGAINST
12 funds
FOR
6 funds
MARKETAXESS HOLDINGS INC. June 5, 2024 If properly presented, a stockholder proposal to adopt a right to call a special stockholder meeting.
Corporate Governance
Other Against AGAINST
14 funds
FOR
9 funds
MASTERCARD INC. June 18, 2024 Consideration of a stockholder proposal requesting a director election resignation bylaw
Corporate Governance
Other Against FOR
13 funds
AGAINST
10 funds
MATTHEWS INTERNATIONAL CORP. February 15, 2024 Approve the amendment to the Company's Amended and Restated By-laws to limit the liability of the Company's officers for monetary damages.
Corporate Governance
Other For AGAINST
7 funds
FOR
3 funds
MCDONALD'S CORP. May 22, 2024 Vote to Approve Amendments to the Company's Restated Certificate of Incorporation to Implement Miscellaneous Changes.
Corporate Governance
Other For AGAINST
16 funds
FOR
7 funds
MCKESSON CORP. July 21, 2023 Shareholder proposal requesting shareholder ratification of termination pay.
Compensation
Other Against AGAINST
14 funds
FOR
21 funds
MICRON TECHNOLOGY INC. January 18, 2024 SHAREHOLDER PROPOSAL REGARDING SHAREHOLDER RATIFICATION OF EXCESSIVE TERMINATION PAY.
Compensation
Other Against AGAINST
12 funds
FOR
14 funds
MITEK SYSTEMS INC. October 2, 2023 To approve the amendment to our Certificate of Incorporation to reflect new Delaware law provisions regarding officer exculpation; and
Corporate Governance
Other For AGAINST
2 funds
FOR
2 funds
NECESSITY RETAIL REIT INC. September 8, 2023 To approve the adjournment of the RTL Special Meeting one or more times if necessary or appropriate to permit, among other things, further solicitation of proxies in favor of the RTL Merger Proposal (the "RTL Adjournment Proposal").
Corporate Governance
Other For AGAINST
9 funds
FOR
2 funds
NOVAVAX INC. July 11, 2023 Amendment to the Second Amended and Restated Certificate of Incorporation of Novavax, Inc., as amended, to reflect Delaware law provisions allowing officer exculpation.
Corporate Governance
Other For AGAINST
5 funds
FOR
3 funds
NUTANIX INC. December 8, 2023 Approval of the amendment to our Amended and Restated Certificate of Incorporation to permit the exculpation of officers.
Corporate Governance
Other For AGAINST
9 funds
FOR
5 funds
OLIN CORP. April 25, 2024 Shareholder Proposal
Corporate Governance
Other Against FOR
11 funds
AGAINST
4 funds
OLO INC. June 20, 2024 To approve an amendment to our Amended and Restated Certificate of Incorporation to limit the liability of certain officers as permitted by Delaware law.
Corporate Governance
Other For FOR
4 funds
AGAINST
2 funds
ORASURE TECHNOLOGIES INC. May 14, 2024 Approval to Adjourn Annual Meeting to a Later Date or Dates, if Necessary, or Appropriate, to Permit Further Solicitation and Vote of Proxies In the Event that there are Insufficient Votes for, or Otherwise, In Connection Connection with the Approval of the Foregoing Proposals.
Corporate Governance
Other For AGAINST
5 funds
FOR
3 funds
OUTLOOK THERAPEUTICS INC. March 7, 2024 To approve the amendment of the Restated Certificate to reflect new Delaware law provisions regarding officer exculpation.
Corporate Governance
Other For AGAINST
1 fund
FOR
1 fund
PACIFIC BIOSCIENCES OF CALIFORNIA INC. June 18, 2024 To approve one or more adjournments of the meeting from time to time, if necessary or appropriate (as determined by our board of directors or the chairperson of the meeting), including to solicit additional proxies to vote in favor of any of Proposals 1-6 above in the event that there are insufficient votes at the time of the meeting to establish a quorum or approve any of Proposals 1-6 above.
Corporate Governance
Other For FOR
4 funds
AGAINST
2 funds
PACKAGING CORPORATION OF AMERICA May 8, 2024 Proposal to amend the Director Election Resignation Bylaw.
Corporate Governance
Other Against FOR
15 funds
AGAINST
8 funds
PEPGEN INC. June 20, 2024 To approve the adjournment of the Annual Meeting to the extent there are insufficient votes at the Annual Meeting to approve the Proposal No. 2 above; and
Corporate Governance
Other For AGAINST
2 funds
FOR
2 funds
PEPSICO INC. May 1, 2024 Shareholder Proposal - Director Election Resignation Bylaw.
Shareholder Rights and Defenses
Other Not determined FOR
14 funds
AGAINST
14 funds
PEPSICO INC. May 1, 2024 Shareholder Proposal - Shareholder Ratification of Excessive Golden Parachutes.
Compensation
Other Not determined AGAINST
14 funds
FOR
14 funds
PRICESMART INC. February 1, 2024 To approve an amendment to the Company's Amended and Restated Certificate of Incorporation to provide for the limitation of liability of officers of the Company as permitted pursuant to a recent amendment to the General Corporation Laws of Delaware.
Corporate Governance
Other For AGAINST
7 funds
FOR
3 funds
PROCTER & GAMBLE CO. October 10, 2023 Shareholder Proposal - Request to Require Shareholder Approval for Certain Future Amendments to Company Regulations
Corporate Governance
Other Against FOR
14 funds
AGAINST
17 funds
PUBMATIC INC. May 31, 2024 To approve an amendment to our Restated Certificate of incorporation to permit the exculpation of officers.
Corporate Governance
Other For FOR
2 funds
AGAINST
2 funds
QUALCOMM INC. March 5, 2024 Approval of an amendment to our Bylaws to require claims under the Securities Act to be brought in federal court.
Shareholder Rights and Defenses
Other For AGAINST
14 funds
FOR
17 funds
SALESFORCE INC. June 27, 2024 A stockholder proposal requesting stockholder approval of certain executive severance arrangements, if properly presented at the meeting.
Compensation
Other Against AGAINST
14 funds
FOR
18 funds
SEMLER SCIENTIFIC INC. October 19, 2023 Approve an amendment to our amended and restated certificate of incorporation to limit the liability of certain company officers as permitted by recent amendments to Delaware law.
Corporate Governance
Other For AGAINST
4 funds
FOR
3 funds
SEMPRA May 9, 2024 Shareholder proposal requesting a policy to seek shareholder approval of certain severance pay arrangements
Compensation
Other Not determined AGAINST
12 funds
FOR
14 funds
SENTINELONE INC. June 27, 2024 Approval of an amendment and restatement to our Restated Certificate of Incorporation.
Corporate Governance
Other For FOR
6 funds
AGAINST
10 funds
SIMPLY GOOD FOODS CO. January 18, 2024 To approve the adoption of the Fourth Amended and Restated Certificate of Incorporation of The Simply Good Foods Company in the form attached as Annex II to the proxy statement
Corporate Governance
Other For AGAINST
7 funds
FOR
4 funds
SKILLSOFT CORP. July 20, 2023 To approve an amendment to our Second Amended and Restated Certificate of Incorporation (the "Certificate of Incorporation") to limit the liability of certain of our officers as permitted pursuant to recent amendments to the Delaware General Corporation Law;
Corporate Governance
Other For AGAINST
2 funds
FOR
2 funds
SKYWORKS SOLUTIONS INC. May 14, 2024 To approve a stockholder proposal regarding named executive officer termination payments.
Compensation
Other Against AGAINST
14 funds
FOR
10 funds
SMITH & WESSON BRANDS INC. September 19, 2023 A management proposal (ratification of Nevada exclusive forum provision).
Shareholder Rights and Defenses
Other For AGAINST
7 funds
FOR
2 funds
SOUTHERN CO. May 22, 2024 Stockholder proposal regarding simple majority vote
Corporate Governance
Other Against AGAINST
12 funds
FOR
6 funds
SPX TECHNOLOGIES INC. May 14, 2024 Approval of the Amendment to our Certificate of Incorporation to Add a Delaware Forum Selection Provision for Certain Legal Actions.
Shareholder Rights and Defenses
Other For AGAINST
8 funds
FOR
3 funds
SPX TECHNOLOGIES INC. May 14, 2024 Approval of the Amendment to our Certificate of Incorporation to Add a Federal Forum Selection Provision for Claims under the Securities Act of 1933.
Shareholder Rights and Defenses
Other For AGAINST
8 funds
FOR
3 funds
TALOS ENERGY INC. May 23, 2024 To approve a Certificate of Amendment to the Company's Second Amended and Restated Certificate of Incorporation to reflect new Delaware law provisions regarding officer exculpation.
Corporate Governance
Other For AGAINST
7 funds
FOR
3 funds
TEGNA INC. April 24, 2024 SHAREHOLDER PROPOSAL regarding opportunity to vote on excessive golden parachutes.
Compensation
Other Against AGAINST
7 funds
FOR
9 funds
THE WALT DISNEY COMPANY April 3, 2024 Shareholder Proposal, if properly presented, requesting shareholder ratification of excessive golden parachutes.
Compensation
Other Contested AGAINST
12 funds
FOR
6 funds
TOAST INC. June 6, 2024 To approve an amendment to our Amended and Restated Certificate of Incorporation to limit the liability of certain officers of the Company as permitted by Delaware law.
Corporate Governance
Other For FOR
12 funds
AGAINST
8 funds
TRAVEL + LEISURE CO. May 15, 2024 A proposal to amend the Company's Certificate of Incorporation to require that claims under the Securities Act of 1933, as amended, be brought only in federal court.
Shareholder Rights and Defenses
Other For AGAINST
9 funds
FOR
3 funds
TRIUMPH GROUP INC. July 20, 2023 To approve, an amendment to our Amended and Restated Certificate of Incorporation to limit the liability of certain officers of the Company as permitted by recent amendments to the General Corporation Law of the State of Delaware.
Corporate Governance
Other For AGAINST
4 funds
FOR
3 funds
U-HAUL HOLDING CO. August 17, 2023 A proposal received from Company stockholder proponents to ratify and affirm the decisions and actions taken by the Board and executive officers of the Company with respect to U-Haul Holding Company, its subsidiaries, and its various constituencies, for the fiscal year ended March 31, 2023.
Corporate Governance
Other For ABSTAIN
9 funds
AGAINST
2 funds
UNITED RENTALS INC. May 9, 2024 Stockholder Proposal for Directors to be Elected by Majority Vote
Corporate Governance
Other Not determined FOR
14 funds
AGAINST
9 funds
VECTOR GROUP LTD. July 26, 2023 Advisory vote on a stockholder proposal requesting the Company to amend its governing documents to require the Chairman of the Board of Directors to be an independent director.
Corporate Governance
Other Against AGAINST
8 funds
FOR
3 funds
VEEVA SYSTEMS INC. June 12, 2024 To approve an amendment and restatement of our Certificate of Incorporation to reflect the Delaware law provisions regarding officer exculpation.
Corporate Governance
Other For AGAINST
12 funds
FOR
7 funds
VERIZON COMMUNICATIONS INC. May 9, 2024 Amend Clawback Policy
Compensation
Other Not determined AGAINST
14 funds
FOR
13 funds
VERTEX PHARMACEUTICALS INC. May 15, 2024 Shareholder proposal, if properly presented at the meeting, regarding special shareholder meeting improvement.
Corporate Governance
Other Against AGAINST
15 funds
FOR
15 funds
VIATRIS INC. December 15, 2023 Approval of amendment to our Amended and Restated Certificate of Incorporation to add a federal forum selection provision.
Shareholder Rights and Defenses
Other For AGAINST
14 funds
FOR
5 funds
VIMEO INC. May 21, 2024 To approve the amendment to the Amended and Restated Certificate of Incorporation of Vimeo, Inc. (the "Charter") to provide for officer exculpation.
Corporate Governance
Other For FOR
4 funds
AGAINST
4 funds
VISA INC. January 23, 2024 To vote on a stockholder proposal requesting that the Board adopt a policy to seek shareholder ratification of certain termination pay arrangements.
Compensation
Other Against AGAINST
15 funds
FOR
17 funds
WENDY'S CO. May 21, 2024 Stockholder proposal regarding an independent Board Chair, if properly presented at the Annual Meeting.
Corporate Governance
Other Against AGAINST
10 funds
FOR
15 funds
WESTERN DIGITAL CORP. May 10, 2024 Adjournment of the Special Meeting from time to time to solicit additional proxies in favor of Proposals 1-4 or if otherwise determined by the Chair of the Special Meeting to be necessary or appropriate.
Corporate Governance
Other For AGAINST
14 funds
FOR
7 funds
WISDOMTREE INC. June 12, 2024 To ratify the approval by the Board of Directors of the extension of the Stockholder Rights Agreement, dated March 17, 2023, as amended, by and between the Company and Continental Stock Transfer & Trust Company.
Shareholder Rights and Defenses
Other Contested FOR
5 funds
AGAINST
5 funds
XEROX HOLDINGS CORP. May 22, 2024 Consider a shareholder proposal requesting a director election resignation bylaw, if properly presented at the meeting.
Corporate Governance
Other Against FOR
8 funds
AGAINST
3 funds
ZOETIS INC. May 22, 2024 Shareholder proposal regarding an improvement to our director resignation policy.
Corporate Governance
Other Against FOR
16 funds
AGAINST
9 funds
374WATER INC. June 13, 2024 Election of Directors: Buddie Joe (BJ) Penn
Director Elections
Board For WITHHOLD
3 funds
FOR
2 funds
374WATER INC. June 13, 2024 Election of Directors: Terry Merrell
Director Elections
Board For WITHHOLD
3 funds
FOR
2 funds
374WATER INC. June 13, 2024 Increase of the number of shares of Common Stock authorized and issuable under the Company's 2021 Equity Incentive Plan.
Compensation
Board For FOR
3 funds
AGAINST
2 funds
ABBOTT LABORATORIES April 26, 2024 Election of 12 Directors: J. G. Stratton
Director Elections
Board For FOR
16 funds
AGAINST
11 funds
ABBOTT LABORATORIES April 26, 2024 Election of 12 Directors: N. McKinstry
Director Elections
Board For AGAINST
16 funds
FOR
11 funds
ACADIA HEALTHCARE COMPANY INC. May 23, 2024 Election of Directors: E. Perot Bissell
Director Elections
Board For FOR
11 funds
AGAINST
3 funds
ACM RESEARCH INC. June 13, 2024 Election of Directors: David H. Wang
Director Elections
Board For FOR
4 funds
WITHHOLD
3 funds
ACM RESEARCH INC. June 13, 2024 Election of Directors: Haiping Dun
Director Elections
Board For WITHHOLD
4 funds
FOR
3 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
5 funds
ADOBE INC. April 17, 2024 Approve, on an advisory basis, the compensation of our named executive officers.
Say-on-Pay
Board For FOR
17 funds
AGAINST
17 funds
ADT INC. May 22, 2024 Approval of an amendment to the omnibus incentive plan to increase the number of shares of common stock authorized for issuance thereunder and extend the term
Compensation
Board For FOR
13 funds
AGAINST
5 funds
ADTRAN HOLDINGS INC. May 8, 2024 Election of Directors: Gregory J. McCray
Director Elections
Board For AGAINST
7 funds
FOR
2 funds
ADTRAN HOLDINGS INC. May 8, 2024 Election of Directors: H. Fenwick Huss
Director Elections
Board For AGAINST
7 funds
FOR
2 funds
ADTRAN HOLDINGS INC. May 8, 2024 Election of Directors: Jacqueline H. Rice
Director Elections
Board For AGAINST
7 funds
FOR
2 funds
ADTRAN HOLDINGS INC. May 8, 2024 Election of Directors: Nikos Theodosopoulos
Director Elections
Board For AGAINST
7 funds
FOR
2 funds
ADTRAN HOLDINGS INC. May 8, 2024 Non-binding advisory vote to approve the compensation of the Company's named executive officers.
Say-on-Pay
Board For FOR
8 funds
AGAINST
3 funds
ADVANTAGE SOLUTIONS INC. May 29, 2024 To approve, on an advisory (non-binding) basis, the compensation of Advantage Solutions Inc.'s named executive officers.
Say-on-Pay
Board For AGAINST
5 funds
FOR
4 funds
AEROVATE THERAPEUTICS INC. June 5, 2024 Election of Directors: David Grayzel, M.D.
Director Elections
Board For FOR
2 funds
WITHHOLD
2 funds
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
3 funds
AGENUS INC. June 11, 2024 To approve, in a non-binding advisory vote, the compensation of the Company's named executive officers.
Say-on-Pay
Board For AGAINST
3 funds
FOR
4 funds
AGILON HEALTH INC. May 29, 2024 Election of Class III Directors: Ravi Sachdev
Director Elections
Board For FOR
13 funds
AGAINST
3 funds
AGILYSYS INC. August 21, 2023 Election of Directors: Michael A. Kaufman
Director Elections
Board For AGAINST
5 funds
FOR
4 funds
AGNC INVESTMENT CORP. April 18, 2024 Advisory vote to approve the compensation of our named executive officers.
Say-on-Pay
Board For FOR
13 funds
AGAINST
7 funds
AKAMAI TECHNOLOGIES INC. May 10, 2024 Election of Directors: Madhu Ranganathan
Director Elections
Board For AGAINST
13 funds
FOR
8 funds
AKAMAI TECHNOLOGIES INC. May 10, 2024 To approve an amendment to our Second Amended and Restated 2013 Stock Incentive Plan to increase the number of shares of common stock authorized for issuance thereunder by 5,000,000 shares
Compensation
Board For FOR
13 funds
AGAINST
8 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
3 funds

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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.