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

90.4% When both took a single position, they voted the same way on 90.4% of 8,534 items (7,712 the same, 822 different). 81 items where at least one of them split its funds are listed separately below. Both voted on 8,615 items in all.

Charles Schwab 2023-2024 · WisdomTree 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 8,6157,712822 8190.4%90.1%
Board proposals 7,7367,029678 2991.2%90.9%
E&S shareholder proposals 30023027 4389.5%89.0%
Other items 579453117 979.5%79.5%

Where they did not vote alike

Everything Voted differently Split votes

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

117 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 SchwabWisdomTree
ABBVIE INC. May 3, 2024 Stockholder Proposal - to Implement Simple Majority Vote
Corporate Governance
Other Against AGAINST
15 funds
FOR
12 funds
ACUITY BRANDS INC. January 24, 2024 Approval of the proposed amendment to the Certificate of Incorporation to incorporate new Delaware law provision regarding officer exculpation.
Corporate Governance
Other For AGAINST
12 funds
FOR
3 funds
ADOBE INC. April 17, 2024 Stockholder Proposal - Mandatory Director Resignation Policy.
Corporate Governance
Other Against FOR
14 funds
AGAINST
9 funds
ADVANCED MICRO DEVICES INC. May 8, 2024 Stockholder proposal regarding special meeting right.
Corporate Governance
Other Against AGAINST
14 funds
FOR
6 funds
AGILYSYS INC. August 21, 2023 Approval of an amendment to the Company's certificate of incorporation to reflect new Delaware law provisions regarding officer exculpation.
Corporate Governance
Other For AGAINST
5 funds
FOR
1 fund
ALLSTATE CORP. May 14, 2024 Stockholder proposal on independent chair.
Corporate Governance
Other Against AGAINST
15 funds
FOR
5 funds
AMERICAN EXPRESS CO. May 6, 2024 Shareholder proposal relating to golden parachutes.
Compensation
Other Against FOR
13 funds
AGAINST
8 funds
AMERICAN INTERNATIONAL GROUP INC. May 15, 2024 Shareholder Proposal Requesting a Director Resignation By-Law.
Corporate Governance
Other Against FOR
12 funds
AGAINST
8 funds
AMERICAN INTERNATIONAL GROUP INC. May 15, 2024 Shareholder Proposal Requesting an Independent Board Chair Policy.
Corporate Governance
Other Against AGAINST
12 funds
FOR
8 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
8 funds
AMPLITUDE INC. June 11, 2024 The approval of the amendment and restatement of our restated certificate to provide for the exculpation of officers.
Corporate Governance
Other For FOR
4 funds
AGAINST
2 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
6 funds
ARCHER-DANIELS-MIDLAND CO. May 23, 2024 Stockholder Proposal Regarding an Independent Board Chairman.
Corporate Governance
Other Against AGAINST
12 funds
FOR
7 funds
ARKO CORP. June 6, 2024 Approval of a stockholder proposal to have an independent board chairman.
Corporate Governance
Other Against AGAINST
7 funds
FOR
3 funds
AT&T INC. May 16, 2024 Independent Board Chairman
Corporate Governance
Other Against AGAINST
12 funds
FOR
5 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
7 funds
BANK OF AMERICA CORP. April 24, 2024 Shareholder proposal requesting independent board chair
Corporate Governance
Other Against AGAINST
13 funds
FOR
9 funds
BERRY GLOBAL GROUP INC. February 14, 2024 To approve a proposal to amend our Amended and Restated Certificate of incorporation to include an officer exculpation provision.
Corporate Governance
Other For AGAINST
12 funds
FOR
6 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
6 funds
BOOZ ALLEN HAMILTON HOLDING CORP. July 26, 2023 Approval of the adoption of the Seventh Amended and Restated Certificate of Incorporation to, among other things, limit the liability of certain officers of the Company as permitted by recent amendments to Delaware law.
Corporate Governance
Other For AGAINST
12 funds
FOR
9 funds
BRIGHT HORIZONS FAMILY SOLUTIONS INC. June 5, 2024 To approve an amendment to the Company's Certificate of Incorporation to add a federal forum selection provision and update and clarify the Delaware forum selection provision.
Shareholder Rights and Defenses
Other For AGAINST
12 funds
FOR
1 fund
BRISTOL-MYERS SQUIBB CO. May 7, 2024 Shareholder Proposal on Executive Retention of Significant Stock
Compensation
Other Against FOR
12 funds
AGAINST
10 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
10 funds
CACTUS INC. May 14, 2024 To approve certain amendments to the Charter to require that the federal district courts of the United States of America be the exclusive forum for the resolution of any complaint asserting a cause of action arising under the federal securities laws of the United States of America, to make certain clarifications related to the existing selection of the Court of Chancery of the State of Delaware as the exclusive forum for certain causes of action and provide that if the Court of Chancery does not have, or declines to accept, jurisdiction, another state court or a federal court located in Delaware would be the forum.
Shareholder Rights and Defenses
Other For AGAINST
8 funds
FOR
3 funds
CADENCE DESIGN SYSTEMS INC. May 2, 2024 Approval of the amendment of the Restated Certificate of Incorporation regarding stockholder action by written consent.
Corporate Governance
Other Not determined FOR
12 funds
AGAINST
8 funds
CAPITAL ONE FINANCIAL CORP. May 2, 2024 Stockholder proposal requesting a director election resignation bylaw.
Corporate Governance
Other Not determined FOR
12 funds
AGAINST
7 funds
CATERPILLAR INC. June 12, 2024 Shareholder Proposal - Independent Board Chairman
Corporate Governance
Other Against AGAINST
16 funds
FOR
6 funds
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
4 funds
CENCORA INC. March 12, 2024 Approval of an amendment of the certificate of incorporation to provide for the exculpation of officers as permitted by Delaware law.
Corporate Governance
Other For AGAINST
13 funds
FOR
8 funds
CHEWY INC. July 14, 2023 To approve an amendment to the Amended and Restated 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
4 funds
FOR
1 fund
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
9 funds
COLGATE-PALMOLIVE CO. May 10, 2024 Stockholder proposal on independent Board Chairman.
Corporate Governance
Other Against AGAINST
12 funds
FOR
8 funds
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
10 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
6 funds
CVS HEALTH CORP. May 16, 2024 Stockholder Proposal to Prohibit the Re-nomination of Any Director Who Fails to Receive a Majority Vote.
Corporate Governance
Other Against FOR
13 funds
AGAINST
7 funds
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
7 funds
DEERE & CO. February 28, 2024 Shareholder proposal regarding shareholder ratification of golden parachutes
Compensation
Other Against FOR
13 funds
AGAINST
9 funds
DOLLAR TREE INC. June 20, 2024 Shareholder proposal regarding an independent Board Chairman.
Corporate Governance
Other Against AGAINST
13 funds
FOR
3 funds
DOMINION ENERGY INC. May 7, 2024 Shareholder Proposal Regarding a Policy to Require an Independent Chair
Corporate Governance
Other Against AGAINST
12 funds
FOR
8 funds
DUKE ENERGY CORP. May 9, 2024 Shareholder proposal regarding executives to retain significant stock
Compensation
Other Not determined FOR
14 funds
AGAINST
8 funds
ECOLAB INC. May 2, 2024 Vote on a stockholder proposal regarding an independent board chair policy, if properly presented at the meeting.
Corporate Governance
Other Not determined AGAINST
13 funds
FOR
7 funds
EXELON CORP. April 30, 2024 Shareholder proposal regarding the right to call a special shareholder meeting.
Corporate Governance
Other Against AGAINST
12 funds
FOR
8 funds
FASTENAL CO. April 25, 2024 The consideration of a shareholder proposal relating to simple majority vote, if properly presented at the annual meeting.
Corporate Governance
Other Against AGAINST
18 funds
FOR
7 funds
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
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
1 fund
GENERAL ELECTRIC CO. May 7, 2024 Independent Board Chairman
Corporate Governance
Other Against AGAINST
12 funds
FOR
8 funds
GENERAL MILLS INC. September 26, 2023 Shareholder Proposal - Adopt a Shareholder Right to Call a Special Shareholder Meeting.
Corporate Governance
Other Against AGAINST
12 funds
FOR
9 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
12 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
5 funds
HONEYWELL INTERNATIONAL INC. May 14, 2024 Shareowner Proposal - Independent Board Chairman.
Corporate Governance
Other Against AGAINST
13 funds
FOR
9 funds
HUMANA INC. April 18, 2024 The stockholder proposal on simple majority vote, if properly presented at the meeting.
Corporate Governance
Other Against AGAINST
13 funds
FOR
8 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
1 fund
ILLINOIS TOOL WORKS INC. May 3, 2024 A non-binding stockholder proposal, if properly presented at the meeting, for stockholder ratification of termination pay.
Compensation
Other Against FOR
16 funds
AGAINST
7 funds
INTERCONTINENTAL EXCHANGE INC. May 17, 2024 A stockholder proposal regarding independent board chairman, if properly presented at the Annual Meeting.
Corporate Governance
Other Against AGAINST
13 funds
FOR
7 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 Independent board chairman
Corporate Governance
Other Against AGAINST
13 funds
FOR
8 funds
JPMORGAN CHASE & CO. May 21, 2024 Shareholder opportunity to vote on excessive golden parachutes
Compensation
Other Against FOR
13 funds
AGAINST
8 funds
KELLANOVA April 26, 2024 Shareowner proposal requesting adoption of a policy requiring the Board Chair to be an independent director, if properly presented at the meeting.
Corporate Governance
Other Against AGAINST
14 funds
FOR
8 funds
KEYCORP May 9, 2024 Shareholder proposal seeking an independent Board Chairperson.
Corporate Governance
Other Against AGAINST
15 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
7 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
3 funds
LINCOLN NATIONAL CORP. May 23, 2024 Shareholder proposal to amend our governing documents to provide for an independent chairman of the board.
Corporate Governance
Other Against AGAINST
12 funds
FOR
6 funds
LOCKHEED MARTIN CORP. May 2, 2024 Stockholder Proposal Requesting Reduction in Threshold to Call Special Stockholder Meetings
Corporate Governance
Other Not determined AGAINST
16 funds
FOR
10 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
8 funds
MARATHON PETROLEUM CORP. April 24, 2024 Shareholder proposal seeking a simple majority vote.
Corporate Governance
Other Against AGAINST
12 funds
FOR
8 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
5 funds
MARSH & MCLENNAN COMPANIES INC. May 16, 2024 Stockholder Proposal - Shareholder Right to Act by Written Consent
Corporate Governance
Other Against AGAINST
13 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
8 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
2 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
MICRON TECHNOLOGY INC. January 18, 2024 PROPOSAL BY THE COMPANY TO APPROVE, ON A NON-BINDING ADVISORY BASIS, THE COMPENSATION OF OUR NAMED EXECUTIVE OFFICERS AS DESCRIBED IN THE PROXY STATEMENT.
Say-on-Pay
Other For FOR
13 funds
AGAINST
9 funds
NORTHROP GRUMMAN CORP. May 15, 2024 Shareholder proposal to provide for an independent Board chair.
Corporate Governance
Other Against AGAINST
13 funds
FOR
7 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
1 fund
OLIN CORP. April 25, 2024 Shareholder Proposal
Corporate Governance
Other Against FOR
11 funds
AGAINST
5 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
1 fund
PACKAGING CORPORATION OF AMERICA May 8, 2024 Proposal to amend the Director Election Resignation Bylaw.
Corporate Governance
Other Against FOR
15 funds
AGAINST
9 funds
PEPSICO INC. May 1, 2024 Shareholder Proposal - Director Election Resignation Bylaw.
Shareholder Rights and Defenses
Other Not determined FOR
14 funds
AGAINST
7 funds
PFIZER INC. April 25, 2024 Adopt an Independent Board Chair Policy
Corporate Governance
Other Against AGAINST
15 funds
FOR
5 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
8 funds
PROLOGIS INC. May 9, 2024 Vote on a stockholder proposal titled "Simple Majority Vote."
Corporate Governance
Other Against AGAINST
15 funds
FOR
7 funds
PRUDENTIAL FINANCIAL INC. May 14, 2024 Shareholder proposal regarding an Independent Board Chairman.
Corporate Governance
Other Against AGAINST
13 funds
FOR
9 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
1 fund
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
12 funds
SALESFORCE INC. June 27, 2024 A stockholder proposal requesting a policy to require the Chair of the Board be an independent member of the Board and not a former CEO of the Company, if properly presented at the meeting.
Corporate Governance
Other Against AGAINST
14 funds
FOR
7 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
1 fund
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
3 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
1 fund
SMITH & WESSON BRANDS INC. September 19, 2023 A stockholder proposal (right to call special shareholder meeting).
Corporate Governance
Other Against AGAINST
7 funds
FOR
4 funds
SOUTHERN CO. May 22, 2024 Stockholder proposal regarding simple majority vote
Corporate Governance
Other Against AGAINST
12 funds
FOR
8 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
1 fund
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
1 fund
SYNOPSYS INC. April 10, 2024 To vote on a stockholder proposal regarding an independent Board chair requirement, if properly presented at the meeting.
Corporate Governance
Other Against AGAINST
13 funds
FOR
8 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
1 fund
TARGET CORP. June 12, 2024 Shareholder proposal to adopt a policy for an independent board chair.
Corporate Governance
Other Against AGAINST
12 funds
FOR
8 funds
TEGNA INC. August 17, 2023 SHAREHOLDER PROPOSAL regarding shareholder ratification of termination pay.
Compensation
Other Against FOR
9 funds
AGAINST
4 funds
TEXAS INSTRUMENTS INC. April 25, 2024 Stockholder proposal to permit a combined 15% of stockholders to call a special meeting.
Corporate Governance
Other Against AGAINST
14 funds
FOR
9 funds
TEXTRON INC. April 24, 2024 Shareholder Proposal regarding independent board chairman.
Corporate Governance
Other Against AGAINST
14 funds
FOR
9 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
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.