Home › Asset managers › Compare 2024-2025 › Charles Schwab vs AIG/SunAmerica
Charles Schwab 2024-2025 · AIG/SunAmerica 2024-2025 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 15,650 | 14,415 | 1,165 | 70 | 92.5% | 92.1% |
| Board proposals | 14,632 | 13,779 | 852 | 1 | 94.2% | 94.2% |
| E&S shareholder proposals | 233 | 0 | 166 | 67 | 0.0% | 1.9% |
| Other items | 785 | 636 | 147 | 2 | 81.2% | 81.0% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
853 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 | AIG/SunAmerica |
|---|---|---|---|---|---|---|
| CHARLES RI | May 20, 2025 | Election of Directors: Deborah T. Kochevar Director Elections |
Board | Not determined | ABSTAIN 17 funds |
FOR 4 funds |
| CHARLES RI | May 20, 2025 | Election of Directors: George E. Massaro Director Elections |
Board | Not determined | ABSTAIN 17 funds |
FOR 4 funds |
| CHARLES RI | May 20, 2025 | Election of Directors: Richard F. Wallman Director Elections |
Board | Not determined | ABSTAIN 17 funds |
FOR 4 funds |
| CHARLES RI | May 20, 2025 | Election of Directors: Robert Bertolini Director Elections |
Board | Not determined | ABSTAIN 17 funds |
FOR 4 funds |
| CHARTER COMMUNICATIONS INC. | April 22, 2025 | Election of Directors: Balan Nair Director Elections |
Board | For | AGAINST 13 funds |
FOR 12 funds |
| CHEFS' WAREHOUSE INC. | May 9, 2025 | Election of Directors: Aylwin Lewis Director Elections |
Board | For | AGAINST 7 funds |
FOR 2 funds |
| CHEFS' WAREHOUSE INC. | May 9, 2025 | Election of Directors: Richard N. Peretz Director Elections |
Board | For | FOR 7 funds |
AGAINST 2 funds |
| CHEFS' WAREHOUSE INC. | May 9, 2025 | To approve an amendment to the Company's Amended and Restated 2019 Omnibus Equity Incentive Plan. Compensation |
Board | For | AGAINST 7 funds |
FOR 2 funds |
| CHEGG INC. | June 4, 2025 | To approve the Chegg, Inc. Amendment to the 2023 Equity Incentive Plan. Compensation |
Board | For | FOR 6 funds |
AGAINST 2 funds |
| CHEMUNG FINANCIAL CORP. | June 3, 2025 | To approve the Chemung Financial Corporation 2025 Equity Incentive Plan. Compensation |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| CHOICE HOTELS INTERNATIONAL INC. | May 15, 2025 | Election of Directors: Ervin R. Shames Director Elections |
Board | For | AGAINST 12 funds |
FOR 2 funds |
| CHUBB LIMITED | May 15, 2025 | Election of Evan G. Greenberg as Chairman of the Board of Directors Corporate Governance |
Board | For | FOR 12 funds |
AGAINST 15 funds |
| CIBUS INC | May 22, 2025 | Ratification of the appointment of BDO USA, P.C. as independent registered public accounting firm for the fiscal year ending December 31, 2025. Audit-related |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| CIBUS INC | May 22, 2025 | To approve the adoption of the Cibus, Inc. 2025 Employee Stock Purchase Plan. Capital Structure |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| CINTAS CORP. | October 29, 2024 | To approve the Cintas Corporation 2016 Amended and Restated Equity and Incentive Compensation Plan. Compensation |
Board | For | FOR 13 funds |
AGAINST 19 funds |
| CISCO SYSTEMS INC. | December 9, 2024 | Approval, on an advisory basis, of executive compensation. Say-on-Pay |
Board | For | AGAINST 17 funds |
FOR 16 funds |
| CISCO SYSTEMS INC. | December 9, 2024 | Election of Directors: Dr. Kristina M. Johnson Director Elections |
Board | For | AGAINST 14 funds |
FOR 16 funds |
| CISCO SYSTEMS INC. | December 9, 2024 | Election of Directors: John D. Harris II Director Elections |
Board | For | AGAINST 14 funds |
FOR 16 funds |
| CISCO SYSTEMS INC. | December 9, 2024 | Election of Directors: Wesley G. Bush Director Elections |
Board | For | AGAINST 14 funds |
FOR 16 funds |
| CITI TRENDS INC. | June 5, 2025 | Vote to approve an Amendment to the 2021 Incentive Plan to increase the number of shares available by 500,000 for grant. Compensation |
Board | For | FOR 2 funds |
AGAINST 4 funds |
| CITIGROUP INC. | April 29, 2025 | Approval of additional shares for the Citigroup 2019 Stock Incentive Plan. Compensation |
Board | For | FOR 12 funds |
AGAINST 15 funds |
| CLARIVATE PLC | May 7, 2025 | APPROVAL OF THE CLARIVATE PLC AMENDED AND RESTATED 2019 INCENTIVE AWARD PLAN. Compensation |
Board | For | FOR 11 funds |
AGAINST 1 fund |
| CLARIVATE PLC | May 7, 2025 | RE-ELECTION OF DIRECTORS: Andrew Snyder Director Elections |
Board | For | AGAINST 11 funds |
FOR 1 fund |
| CLARUS CORP. | May 29, 2025 | To consider and vote on a proposal to amend and restate the Company's 2015 Stock Incentive Plan to, among other things, extend the term of such plan by 10 years and reserve 7,500,000 shares of the Company's common stock for issuance under such plan. Compensation |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| CLEARWATER ANALYTICS HOLDINGS INC. | June 23, 2025 | Election of Directors: Jacques Aigrain Director Elections |
Board | For | FOR 5 funds |
WITHHOLD 4 funds |
| CLEARWATER ANALYTICS HOLDINGS INC. | June 23, 2025 | Election of Directors: Lisa Jones Director Elections |
Board | For | FOR 5 funds |
WITHHOLD 4 funds |
| CLIMB BIO INC. | June 4, 2025 | The election of two directors, each to serve for a three-year term expiring at the 2028 annual meeting of stockholders and until his or her respective successor has been duly elected and qualified: Judith Dunn, Ph.D. Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 1 fund |
| CME GROUP INC. | May 8, 2025 | Election of Equity Directors: Phyllis M. Lockett Director Elections |
Board | For | FOR 14 funds |
AGAINST 17 funds |
| COASTAL FINANCIAL CORP. | May 28, 2025 | To approve the Second Amendment to the Coastal Financial Corporation 2018 Omnibus Incentive Plan (the "2018 Plan"), including an increase in the number of authorized shares under the 2018 Plan. Compensation |
Board | For | FOR 4 funds |
AGAINST 2 funds |
| COCA-COLA CO. | April 30, 2025 | Election of Directors: Thomas S. Gayner Director Elections |
Board | For | AGAINST 15 funds |
FOR 13 funds |
| COCA-COLA CONSOLIDATED INC. | May 13, 2025 | Approval of the amendment to Coca-Cola Consolidated's Restated Certificate of Incorporation to effect a 10-for-1 forward stock split of Coca-Cola Consolidated Common Stock and Class B Common Stock and to proportionately increase the number of authorized shares of Coca-Cola Consolidated Common Stock and Class B Common Stock. Capital Structure |
Board | For | AGAINST 13 funds |
FOR 8 funds |
| CODEXIS INC. | June 10, 2025 | To approve an amendment to the Codexis, Inc. 2019 Incentive Award Plan to increase the number of shares available for issuance thereunder by 8,000,000 shares. Compensation |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| CODEXIS INC. | June 10, 2025 | To approve, on a non-binding, advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 2 funds |
| COEUR MINING INC. | May 13, 2025 | Election of nine directors: N. Eric Fier Director Elections |
Board | For | FOR 8 funds |
AGAINST 3 funds |
| COINBASE GLOBAL INC. | June 18, 2025 | Approval, on a non-binding advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 14 funds |
AGAINST 6 funds |
| COLLEGIUM PHARMACEUTICAL INC. | May 15, 2025 | To approve the Collegium Pharmaceutical, Inc. 2025 Equity Incentive Plan Compensation |
Board | For | FOR 8 funds |
AGAINST 3 funds |
| COMPASS MINERALS INTERNATIONAL INC. | March 6, 2025 | Elect eight director nominees, each for a one-year term: Joseph E. Reece Director Elections |
Board | For | AGAINST 7 funds |
FOR 2 funds |
| COMPASS MINERALS INTERNATIONAL INC. | March 6, 2025 | Elect eight director nominees, each for a one-year term: Lori A. Walker Director Elections |
Board | For | AGAINST 7 funds |
FOR 2 funds |
| COMPASS MINERALS INTERNATIONAL INC. | March 6, 2025 | Elect eight director nominees, each for a one-year term: Richard P. Dealy Director Elections |
Board | For | AGAINST 7 funds |
FOR 2 funds |
| COMPASS MINERALS INTERNATIONAL INC. | March 6, 2025 | Elect eight director nominees, each for a one-year term: Vance O. Holtzman Director Elections |
Board | For | AGAINST 7 funds |
FOR 2 funds |
| COMPOSECURE INC. | May 28, 2025 | Election of Directors: Jane J. Thompson Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 2 funds |
| COMPOSECURE INC. | May 28, 2025 | Election of Directors: John D. Cote Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 2 funds |
| COMPX INTERNATIONAL INC. | May 21, 2025 | Say-on-Pay, nonbinding advisory vote approving executive compensation. Say-on-Pay |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| CONCENTRA GROUP HOLDINGS PARENT INC | May 1, 2025 | Hold a non-binding advisory vote on the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 3 funds |
| CONCENTRA GROUP HOLDINGS PARENT INC. | May 1, 2025 | Elect two Class I directors, each for a term of three years or until their respective successors have been elected and qualified: Cheryl B. Pegus Director Elections |
Board | For | AGAINST 7 funds |
FOR 3 funds |
| CONCENTRIX | October 28, 2024 | Approval to amend the Concentrix Corporation 2020 Stock Incentive Plan, including to (i) increase the number of authorized shares thereunder by 3,000,000 shares and (ii) to remove the evergreen provision, among other amendments. Compensation |
Board | Not determined | FOR 11 funds |
AGAINST 4 funds |
| CONTANGO ORE INC. | June 10, 2025 | Election of Directors: Brad Juneau Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 2 funds |
| CONTANGO ORE INC. | June 10, 2025 | Election of Directors: Richard A. Shortz Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 2 funds |
| CONTANGO ORE INC. | June 10, 2025 | Election of Directors: Rick Van Nieuwenhuyse Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 2 funds |
| CONTANGO ORE INC. | June 10, 2025 | To conduct a non-binding, advisory vote to approve the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 2 funds |
| CORPAY INC. | June 11, 2025 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 12 funds |
| CORPAY INC. | June 11, 2025 | Elect Directors nominated by the Board of Directors for a one-year term: Archie L. Jones, Jr. Director Elections |
Board | For | AGAINST 13 funds |
FOR 12 funds |
| CORPAY INC. | June 11, 2025 | Elect Directors nominated by the Board of Directors for a one-year term: Gerald Throop Director Elections |
Board | For | AGAINST 13 funds |
FOR 12 funds |
| CORPAY INC. | June 11, 2025 | Elect Directors nominated by the Board of Directors for a one-year term: Richard Macchia Director Elections |
Board | For | AGAINST 13 funds |
FOR 12 funds |
| COTY INC. | November 7, 2024 | Approval, on an advisory (non-binding) basis, of the compensation of Coty Inc.'s named executive officers, as disclosed in the proxy statement. Say-on-Pay |
Board | For | AGAINST 13 funds |
FOR 3 funds |
| COTY INC. | November 7, 2024 | Election of Directors: Beatrice Ballini Director Elections |
Board | For | WITHHOLD 12 funds |
FOR 3 funds |
| COTY INC. | November 7, 2024 | Election of Directors: Gordon von Bretten Director Elections |
Board | For | FOR 12 funds |
WITHHOLD 3 funds |
| COTY INC. | November 7, 2024 | Election of Directors: Joachim Creus Director Elections |
Board | For | FOR 12 funds |
WITHHOLD 3 funds |
| COTY INC. | November 7, 2024 | Election of Directors: Lubomira Rochet Director Elections |
Board | For | FOR 12 funds |
WITHHOLD 3 funds |
| COTY INC. | November 7, 2024 | Election of Directors: Olivier Goudet Director Elections |
Board | For | FOR 12 funds |
WITHHOLD 3 funds |
| COTY INC. | November 7, 2024 | Election of Directors: Peter Harf Director Elections |
Board | For | FOR 12 funds |
WITHHOLD 3 funds |
| COTY INC. | November 7, 2024 | Election of Directors: Sue Y. Nabi Director Elections |
Board | For | FOR 12 funds |
WITHHOLD 3 funds |
| COUCHBASE INC. | May 29, 2025 | Election of Class I Directors: Lynn M. Christensen Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 2 funds |
| COUPANG INC. | June 12, 2025 | Election of Directors: Benjamin Sun Director Elections |
Board | For | FOR 6 funds |
AGAINST 4 funds |
| COUPANG INC. | June 12, 2025 | Election of Directors: Bom Kim Director Elections |
Board | For | FOR 6 funds |
AGAINST 4 funds |
| COUPANG INC. | June 12, 2025 | Election of Directors: Neil Mehta Director Elections |
Board | For | FOR 6 funds |
AGAINST 4 funds |
| CRINETICS PHARMACEUTICALS INC. | June 11, 2025 | To elect three directors to serve as Class I directors for a three-year term to expire at the 2028 annual meeting of stockholders: Matthew K. Fust Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 4 funds |
| CURBLINE PROPERTIES CORP. | May 7, 2025 | Election of two Class I Directors: Linda B. Abraham Director Elections |
Board | For | FOR 9 funds |
AGAINST 5 funds |
| CUSTOMERS BANCORP INC. | May 27, 2025 | Election of Directors: Daniel K. Rothermel Director Elections |
Board | For | AGAINST 8 funds |
FOR 4 funds |
| CUTERA INC. | July 15, 2024 | Approval of the amendment and restatement of our 2019 Equity Incentive Plan to increase the total shares available for issuance under the 2019 Equity Incentive Plan by 2,395,275 shares. Compensation |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| CUTERA INC. | July 15, 2024 | Election of Directors: Keith Sullivan Director Elections |
Board | For | AGAINST 1 fund |
FOR 2 funds |
| CUTERA INC. | July 15, 2024 | Election of Directors: Kevin Cameron Director Elections |
Board | For | AGAINST 1 fund |
FOR 2 funds |
| CUTERA INC. | July 15, 2024 | Non-binding advisory vote on the compensation of Named Executive Officers. Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| CVR ENERGY INC. | June 5, 2025 | To approve the Third Amended & Restated CVR Energy, Inc. 2007 Long-Term Incentive Plan. Compensation |
Board | For | FOR 7 funds |
AGAINST 3 funds |
| CVR ENERGY INC. | June 5, 2025 | To approve, on an advisory basis, our named executive officer compensation. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 3 funds |
| DAILY JOURNAL CORP. | February 19, 2025 | Election of four Directors: Steven Myhill-Jones Director Elections |
Board | For | FOR 4 funds |
AGAINST 2 funds |
| DAKOTA GOLD CORP. | May 13, 2025 | Election of Directors: Gerald Aberle Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 2 funds |
| DAKOTA GOLD CORP. | May 13, 2025 | Election of Directors: Robert Quartermain Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 2 funds |
| DAKOTA GOLD CORP. | May 13, 2025 | Election of Directors: Stephen O'Rourke Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 2 funds |
| DANIMER SCIENTIFIC INC. | July 9, 2024 | Approval of an amendment to the Company's 2020 Long-Term Incentive Plan. Compensation |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| DAVE & BUSTER'S ENTERTAINMENT INC. | June 18, 2025 | Approval of 2025 Omnibus Incentive Plan Compensation |
Board | For | FOR 7 funds |
AGAINST 2 funds |
| DAVE & BUSTER'S ENTERTAINMENT INC. | June 18, 2025 | Election of Directors: Atish Shah Director Elections |
Board | For | AGAINST 7 funds |
FOR 2 funds |
| DAVE INC. | June 2, 2025 | Director Election: Yadin Rozov Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 4 funds |
| DAYFORCE INC. | May 2, 2025 | To approve, on a non-binding, advisory basis, the compensation of Dayforce's named executive officers (commonly known as a "Say on Pay" vote) Say-on-Pay |
Board | For | AGAINST 16 funds |
FOR 5 funds |
| DEFINITIVE HEALTHCARE CORP. | June 5, 2025 | 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 5 funds |
AGAINST 2 funds |
| DESTINATION XL GROUP INC. | August 8, 2024 | To approve, on an advisory basis, named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 2 funds |
| DIANTHUS THERAPEUTICS INC. | May 22, 2025 | To elect Class I directors to our Board of Directors, to serve until the 2028 annual meeting of stockholders and until their successors have been duly elected and qualified, or until their earlier death, resignation or removal: Marino Garcia Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 2 funds |
| DIGI INTERNATIONAL INC. | February 3, 2025 | Company proposal to approve the amendment and restatement of the Digi International Inc. 2021 Omnibus Incentive Plan. Compensation |
Board | For | FOR 4 funds |
AGAINST 3 funds |
| DIGITALBRIDGE GROUP INC. | May 23, 2025 | To approve, on a non-binding, advisory basis, named executive officer compensation. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 3 funds |
| DIGITALOCEAN HOLDINGS INC. | June 9, 2025 | Approval, on a non-binding advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 10 funds |
FOR 4 funds |
| DIGITALOCEAN HOLDINGS INC. | June 9, 2025 | Election of Class I Director: Padmanabhan Srinivasan Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 4 funds |
| DOLBY LABORATORIES INC. | February 4, 2025 | Election of Directors: Avadis Tevanian, Jr. Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 3 funds |
| DOLBY LABORATORIES INC. | February 4, 2025 | Election of Directors: David Dolby Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 3 funds |
| DOLBY LABORATORIES INC. | February 4, 2025 | Election of Directors: Simon Segars Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 3 funds |
| DOORDASH INC. | June 24, 2025 | The election of the following director nominee(s): Andy Fang Director Elections |
Board | For | FOR 14 funds |
AGAINST 18 funds |
| DOORDASH INC. | June 24, 2025 | The election of the following director nominee(s): Diego Piacentini Director Elections |
Board | For | FOR 14 funds |
AGAINST 18 funds |
| DOUGLAS EMMETT INC. | May 29, 2025 | To approve, in a non-binding advisory vote, our executive compensation. Say-on-Pay |
Board | For | AGAINST 10 funds |
FOR 7 funds |
| DRAFTKINGS INC. | May 19, 2025 | To consider an amendment to the DraftKings Employee Stock Purchase Plan. Compensation |
Board | For | AGAINST 9 funds |
FOR 4 funds |
| DREAM FINDERS HOMES INC. | June 9, 2025 | Election of Directors: Justin W. Udelhofen Director Elections |
Board | For | FOR 4 funds |
AGAINST 2 funds |
| DREAM FINDERS HOMES INC. | June 9, 2025 | Election of Directors: Leonard M. Sturm Director Elections |
Board | For | FOR 4 funds |
AGAINST 2 funds |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 13, 2026 from SEC Form N-PX filings.