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Charles Schwab vs Brighthouse: how alike they voted, 2024-2025

57.1% When both took a single position, they voted the same way on 57.1% of 9,033 items (5,158 the same, 3,875 different). 12,282 items where at least one of them split its funds are listed separately below. Both voted on 21,315 items in all.

Note on Brighthouse: its funds did not all vote the same way on 14.7% of the 97,681 ballot items it voted. Those items are not in the percentage above; the ones it shares with this pair are listed under “Split votes”.

Charles Schwab 2024-2025 · Brighthouse 2024-2025 · 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 items	Same	Differ	Split (not in %)	Same position	Fund-level
All ballot items	21,315	5,158	3,875	12,282	57.1%	60.9%
Board proposals	20,027	4,739	3,782	11,506	55.6%	60.8%
E&S shareholder proposals	284	25	7	252	78.1%	45.0%
Other items	1,004	394	86	524	82.1%	66.4%

Where they did not vote alike

Everything Voted differently Split votes

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

7 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	Brighthouse
BANK OF MONTREAL	April 11, 2025	Shareholder Proposal Regarding Energy Supply Ratio Environment or Climate	Shareholder (E&S)	Against	AGAINST 2 funds	FOR 1 fund
BANK OF MONTREAL	April 11, 2025	Shareholder Proposal Regarding Lobbying Activity Alignment with the Paris Agreement Environment or Climate	Shareholder (E&S)	Against	AGAINST 2 funds	FOR 1 fund
DOLLARAMA INC.	June 11, 2025	Shareholder Proposal Regarding Waste Reduction Policy Environment or Climate	Shareholder (E&S)	Against	AGAINST 3 funds	FOR 1 fund
LOBLAW COMPANIES LTD.	May 6, 2025	Shareholder Proposal Regarding Independent Data Protection Impact Assessment Other Social Issues	Shareholder (E&S)	Against	AGAINST 3 funds	FOR 1 fund
LYFT INC.	June 5, 2025	Stockholder proposal regarding an assessment of Lyft's use of artificial intelligence, if properly presented at the meeting. Human Rights or Human Capital/workforce	Shareholder (E&S)	Contested	AGAINST 10 funds	ABSTAIN 5 funds
PENN ENTERTAINMENT INC.	June 17, 2025	The Company's proposal to approve, on an advisory basis, the commissioning of a report on the effects of a company-wide non-smoking policy. Other Social Issues	Shareholder (E&S)	Contested	AGAINST 8 funds	ABSTAIN 3 funds
TORONTO-DOMINION BANK	April 10, 2025	Shareholder Proposal Regarding Energy Supply Ratio Environment or Climate	Shareholder (E&S)	Against	AGAINST 3 funds	FOR 1 fund

← All 20 managers, 2024-2025

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