Home › Asset managers › Compare 2024-2025 › Charles Schwab vs Brighthouse
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)
| 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% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
11,506 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 |
|---|---|---|---|---|---|---|
| ATLASSIAN CORP PLC | December 11, 2024 | Ratification of the appointment of Ernst & Young LLP as our independent registered public accounting firm for the fiscal year ending June 30, 2025. Audit-related |
Board | Not determined | FOR 7 funds |
Split 8 FOR, 2 ABSTAIN |
| ATLASSIAN CORP. | December 11, 2024 | Election of Directors to serve until the 2025 Annual Meeting of Stockholders: Enrique Salem Director Elections |
Board | For | FOR 7 funds |
Split 2 FOR, 1 AGAINST, 2 ABSTAIN |
| ATLASSIAN CORP. | December 11, 2024 | Election of Directors to serve until the 2025 Annual Meeting of Stockholders: Heather M. Fernandez Director Elections |
Board | For | FOR 7 funds |
Split 2 FOR, 1 AGAINST, 2 ABSTAIN |
| ATLASSIAN CORP. | December 11, 2024 | Election of Directors to serve until the 2025 Annual Meeting of Stockholders: Jay Parikh Director Elections |
Board | For | FOR 7 funds |
Split 3 FOR, 2 ABSTAIN |
| ATLASSIAN CORP. | December 11, 2024 | Election of Directors to serve until the 2025 Annual Meeting of Stockholders: Michael Cannon-Brookes Director Elections |
Board | For | FOR 7 funds |
Split 3 FOR, 2 ABSTAIN |
| ATLASSIAN CORP. | December 11, 2024 | Election of Directors to serve until the 2025 Annual Meeting of Stockholders: Richard P. Wong Director Elections |
Board | For | AGAINST 7 funds |
Split 3 AGAINST, 2 ABSTAIN |
| ATLASSIAN CORP. | December 11, 2024 | Election of Directors to serve until the 2025 Annual Meeting of Stockholders: Sasan Goodarzi Director Elections |
Board | For | FOR 7 funds |
Split 3 FOR, 2 ABSTAIN |
| ATLASSIAN CORP. | December 11, 2024 | Election of Directors to serve until the 2025 Annual Meeting of Stockholders: Scott Belsky Director Elections |
Board | For | FOR 7 funds |
Split 3 FOR, 2 ABSTAIN |
| ATLASSIAN CORP. | December 11, 2024 | Election of Directors to serve until the 2025 Annual Meeting of Stockholders: Shona L. Brown Director Elections |
Board | For | FOR 7 funds |
Split 3 FOR, 2 ABSTAIN |
| ATLASSIAN CORP. | December 11, 2024 | Election of Directors to serve until the 2025 Annual Meeting of Stockholders: Steven Sordello Director Elections |
Board | For | FOR 7 funds |
Split 3 FOR, 2 ABSTAIN |
| ATMOS ENERGY CORP. | February 5, 2025 | ELECTION OF DIRECTORS: Edward J. Geiser Director Elections |
Board | For | FOR 13 funds |
Split 9 FOR, 3 ABSTAIN |
| ATMOS ENERGY CORP. | February 5, 2025 | ELECTION OF DIRECTORS: Frank Yoho Director Elections |
Board | For | FOR 13 funds |
Split 9 FOR, 3 ABSTAIN |
| ATMOS ENERGY CORP. | February 5, 2025 | ELECTION OF DIRECTORS: J. Kevin Akers Director Elections |
Board | For | FOR 13 funds |
Split 9 FOR, 3 ABSTAIN |
| ATMOS ENERGY CORP. | February 5, 2025 | ELECTION OF DIRECTORS: John C. Ale Director Elections |
Board | For | FOR 13 funds |
Split 9 FOR, 3 ABSTAIN |
| ATMOS ENERGY CORP. | February 5, 2025 | ELECTION OF DIRECTORS: Kelly H. Compton Director Elections |
Board | For | FOR 13 funds |
Split 9 FOR, 3 ABSTAIN |
| ATMOS ENERGY CORP. | February 5, 2025 | ELECTION OF DIRECTORS: Kim R. Cocklin Director Elections |
Board | For | FOR 13 funds |
Split 9 FOR, 3 ABSTAIN |
| ATMOS ENERGY CORP. | February 5, 2025 | ELECTION OF DIRECTORS: Nancy K. Quinn Director Elections |
Board | For | FOR 13 funds |
Split 9 FOR, 3 ABSTAIN |
| ATMOS ENERGY CORP. | February 5, 2025 | ELECTION OF DIRECTORS: Rafael G. Garza Director Elections |
Board | For | FOR 13 funds |
Split 9 FOR, 3 ABSTAIN |
| ATMOS ENERGY CORP. | February 5, 2025 | ELECTION OF DIRECTORS: Richard A. Sampson Director Elections |
Board | For | FOR 13 funds |
Split 8 FOR, 1 AGAINST, 3 ABSTAIN |
| ATMOS ENERGY CORP. | February 5, 2025 | ELECTION OF DIRECTORS: Sean Donohue Director Elections |
Board | For | FOR 13 funds |
Split 9 FOR, 3 ABSTAIN |
| ATMOS ENERGY CORP. | February 5, 2025 | ELECTION OF DIRECTORS: Telisa Toliver Director Elections |
Board | For | FOR 13 funds |
Split 9 FOR, 3 ABSTAIN |
| ATMOS ENERGY CORP. | February 5, 2025 | Proposal for an advisory vote by shareholders to approve the compensation of the Company's named executive officers for fiscal 2024 ("Say-on-Pay"). Say-on-Pay |
Board | For | FOR 15 funds |
Split 8 FOR, 1 AGAINST, 3 ABSTAIN |
| ATMOS ENERGY CORP. | February 5, 2025 | Proposal to approve an amendment to the Company's 1998 Long - Term Incentive Plan to provide for an increase of 2,000,000 shares of common stock reserved for issuance under the plan. Compensation |
Board | For | FOR 13 funds |
Split 9 FOR, 3 ABSTAIN |
| ATMOS ENERGY CORP. | February 5, 2025 | Proposal to ratify the appointment of Ernst & Young LLP as the Company's independent registered public accounting firm for fiscal 2025. Audit-related |
Board | For | FOR 13 funds |
Split 8 FOR, 1 AGAINST, 3 ABSTAIN |
| ATMUS FILT | May 20, 2025 | Advisory vote to approve the executive compensation. Say-on-Pay |
Board | Not determined | FOR 9 funds |
Split 5 FOR, 1 ABSTAIN |
| ATMUS FILT | May 20, 2025 | Election of Directors: R. Edwin Bennett Director Elections |
Board | Not determined | FOR 8 funds |
Split 5 FOR, 1 ABSTAIN |
| ATMUS FILT | May 20, 2025 | Election of Directors: Stephen E. Macadam Director Elections |
Board | Not determined | FOR 8 funds |
Split 5 FOR, 1 ABSTAIN |
| ATMUS FILT | May 20, 2025 | Ratification of the appointment of PricewaterhouseCoopers LLP. Audit-related |
Board | Not determined | FOR 8 funds |
Split 5 FOR, 1 ABSTAIN |
| ATRICURE INC. | May 19, 2025 | Advisory vote on the compensation of our named executive officers as disclosed in the proxy statement for the 2025 Annual Meeting. Say-on-Pay |
Board | For | AGAINST 6 funds |
Split 5 FOR, 3 ABSTAIN |
| ATRICURE INC. | May 19, 2025 | Election of Directors: B. Kristine Johnson Director Elections |
Board | For | AGAINST 4 funds |
Split 5 FOR, 3 ABSTAIN |
| ATRICURE INC. | May 19, 2025 | Election of Directors: Deborah H. Telman Director Elections |
Board | For | AGAINST 4 funds |
Split 5 FOR, 3 ABSTAIN |
| ATRICURE INC. | May 19, 2025 | Election of Directors: Karen N. Prange Director Elections |
Board | For | AGAINST 4 funds |
Split 5 FOR, 3 ABSTAIN |
| ATRICURE INC. | May 19, 2025 | Election of Directors: Maggie Yuen Director Elections |
Board | For | FOR 4 funds |
Split 5 FOR, 3 ABSTAIN |
| ATRICURE INC. | May 19, 2025 | Election of Directors: Michael H. Carrel Director Elections |
Board | For | FOR 4 funds |
Split 5 FOR, 3 ABSTAIN |
| ATRICURE INC. | May 19, 2025 | Election of Directors: Regina E. Groves Director Elections |
Board | For | FOR 4 funds |
Split 5 FOR, 3 ABSTAIN |
| ATRICURE INC. | May 19, 2025 | Election of Directors: Robert S. White Director Elections |
Board | For | FOR 4 funds |
Split 5 FOR, 3 ABSTAIN |
| ATRICURE INC. | May 19, 2025 | Election of Directors: Shlomo Nachman Director Elections |
Board | For | FOR 4 funds |
Split 5 FOR, 3 ABSTAIN |
| ATRICURE INC. | May 19, 2025 | Election of Directors: Sven A. Wehrwein Director Elections |
Board | For | FOR 4 funds |
Split 5 FOR, 3 ABSTAIN |
| ATRICURE INC. | May 19, 2025 | Proposal to approve an amendment to the AtriCure, Inc. 2023 Stock Incentive Plan to increase the number of shares of common stock authorized for issuance thereunder by 1,700,000. Compensation |
Board | For | FOR 4 funds |
Split 5 FOR, 3 ABSTAIN |
| ATRICURE INC. | May 19, 2025 | Proposal to ratify the appointment of Deloitte & Touche LLP as independent registered public accounting firm for the fiscal year ending December 31, 2025. Audit-related |
Board | For | FOR 4 funds |
Split 5 FOR, 3 ABSTAIN |
| ATRION CORP. | August 19, 2024 | To approve, on an advisory (non-binding) basis, the compensation that may be paid or become payable to Atrion's named executive officers that is based on or otherwise relates to the Merger Agreement and the transactions contemplated by the Merger Agreement. Say-on-Pay |
Board | For | FOR 5 funds |
Split 5 FOR, 1 ABSTAIN |
| AURORA INNOVATION INC. | May 22, 2025 | Approval, on an advisory basis, of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 7 funds |
Split 8 FOR, 1 ABSTAIN |
| AURORA INNOVATION INC. | May 22, 2025 | Election of Directors: Chris Urmson Director Elections |
Board | For | FOR 6 funds |
Split 3 FOR, 6 WITHHOLD |
| AURORA INNOVATION INC. | May 22, 2025 | Election of Directors: John Donahoe Director Elections |
Board | For | FOR 6 funds |
Split 8 FOR, 1 WITHHOLD |
| AURORA INNOVATION INC. | May 22, 2025 | Election of Directors: Sterling Anderson Director Elections |
Board | For | FOR 6 funds |
Split 3 FOR, 6 WITHHOLD |
| AURORA INNOVATION INC. | May 22, 2025 | Ratification of the appointment of PricewaterhouseCoopers LLP as the Company's independent registered public accounting firm for fiscal year 2025. Audit-related |
Board | For | FOR 6 funds |
Split 8 FOR, 1 ABSTAIN |
| AUTODESK | June 18, 2025 | Amend and restate the 2022 Equity Incentive Plan. Compensation |
Board | For | FOR 12 funds |
Split 9 FOR, 6 ABSTAIN |
| AUTODESK INC. | July 16, 2024 | Approve, on an advisory (non-binding) basis, the compensation of Autodesk, Inc.'s named executive officers. Say-on-Pay |
Board | For | FOR 13 funds |
Split 8 FOR, 1 AGAINST, 3 ABSTAIN |
| AUTODESK INC. | July 16, 2024 | Election of Directors: Andrew Anagnost Director Elections |
Board | For | FOR 12 funds |
Split 9 FOR, 3 ABSTAIN |
| AUTODESK INC. | July 16, 2024 | Election of Directors: Betsy Rafael Director Elections |
Board | For | FOR 12 funds |
Split 9 FOR, 3 ABSTAIN |
| AUTODESK INC. | July 16, 2024 | Election of Directors: Blake Irving Director Elections |
Board | For | FOR 12 funds |
Split 9 FOR, 3 ABSTAIN |
| AUTODESK INC. | July 16, 2024 | Election of Directors: Dr. Ayanna Howard Director Elections |
Board | For | FOR 12 funds |
Split 9 FOR, 3 ABSTAIN |
| AUTODESK INC. | July 16, 2024 | Election of Directors: Karen Blasing Director Elections |
Board | For | FOR 12 funds |
Split 9 FOR, 3 ABSTAIN |
| AUTODESK INC. | July 16, 2024 | Election of Directors: Lorrie M. Norrington Director Elections |
Board | For | FOR 12 funds |
Split 9 FOR, 3 ABSTAIN |
| AUTODESK INC. | July 16, 2024 | Election of Directors: Mary T. McDowell Director Elections |
Board | For | FOR 12 funds |
Split 9 FOR, 3 ABSTAIN |
| AUTODESK INC. | July 16, 2024 | Election of Directors: Rami Rahim Director Elections |
Board | For | FOR 12 funds |
Split 9 FOR, 3 ABSTAIN |
| AUTODESK INC. | July 16, 2024 | Election of Directors: Reid French Director Elections |
Board | For | FOR 12 funds |
Split 9 FOR, 3 ABSTAIN |
| AUTODESK INC. | July 16, 2024 | Election of Directors: Stacy J. Smith Director Elections |
Board | For | FOR 12 funds |
Split 9 FOR, 3 ABSTAIN |
| AUTODESK INC. | July 16, 2024 | Election of Directors: Stephen Milligan Director Elections |
Board | For | FOR 12 funds |
Split 9 FOR, 3 ABSTAIN |
| AUTODESK INC. | July 16, 2024 | Ratify the appointment of Ernst & Young LLP as Autodesk, Inc.'s independent registered public accounting firm for the fiscal year ending January 31, 2025. Audit-related |
Board | For | FOR 12 funds |
Split 8 FOR, 1 AGAINST, 3 ABSTAIN |
| AUTODESK INC. | June 18, 2025 | Approve, on an advisory (non-binding) basis, the compensation of Autodesk, Inc.'s named executive officers. Say-on-Pay |
Board | For | FOR 14 funds |
Split 2 FOR, 6 ABSTAIN |
| AUTODESK INC. | June 18, 2025 | Election of Directors: Andrew Anagnost Director Elections |
Board | For | FOR 12 funds |
Split 8 FOR, 6 ABSTAIN |
| AUTODESK INC. | June 18, 2025 | Election of Directors: Blake Irving Director Elections |
Board | For | FOR 12 funds |
Split 8 FOR, 6 ABSTAIN |
| AUTODESK INC. | June 18, 2025 | Election of Directors: Dr. Ayanna Howard Director Elections |
Board | For | FOR 12 funds |
Split 8 FOR, 6 ABSTAIN |
| AUTODESK INC. | June 18, 2025 | Election of Directors: John T. Cahill Director Elections |
Board | For | FOR 12 funds |
Split 8 FOR, 6 ABSTAIN |
| AUTODESK INC. | June 18, 2025 | Election of Directors: Karen Blasing Director Elections |
Board | For | FOR 12 funds |
Split 8 FOR, 6 ABSTAIN |
| AUTODESK INC. | June 18, 2025 | Election of Directors: Ram R. Krishnan Director Elections |
Board | For | FOR 12 funds |
Split 8 FOR, 6 ABSTAIN |
| AUTODESK INC. | June 18, 2025 | Election of Directors: Rami Rahim Director Elections |
Board | For | FOR 12 funds |
Split 8 FOR, 6 ABSTAIN |
| AUTODESK INC. | June 18, 2025 | Election of Directors: Reid French Director Elections |
Board | For | FOR 12 funds |
Split 8 FOR, 6 ABSTAIN |
| AUTODESK INC. | June 18, 2025 | Election of Directors: Stacy J. Smith Director Elections |
Board | For | FOR 12 funds |
Split 8 FOR, 6 ABSTAIN |
| AUTODESK INC. | June 18, 2025 | Election of Directors: Stephen Milligan Director Elections |
Board | For | FOR 12 funds |
Split 8 FOR, 6 ABSTAIN |
| AUTODESK INC. | June 18, 2025 | Ratify the appointment of Ernst & Young LLP as Autodesk, Inc.'s independent registered public accounting firm for the fiscal year ending January 31, 2026. Audit-related |
Board | For | FOR 12 funds |
Split 8 FOR, 1 AGAINST, 6 ABSTAIN |
| AUTOLIV INC. | May 8, 2025 | Advisory vote on Autoliv, Inc.'s 2024 Executive Compensation. Say-on-Pay |
Board | For | FOR 13 funds |
Split 1 FOR, 1 ABSTAIN |
| AUTOLIV INC. | May 8, 2025 | Election of Directors: Adriana Karaboutis Director Elections |
Board | For | FOR 12 funds |
Split 1 FOR, 1 WITHHOLD |
| AUTOLIV INC. | May 8, 2025 | Election of Directors: Gustav Lundgren Director Elections |
Board | For | FOR 12 funds |
Split 1 FOR, 1 WITHHOLD |
| AUTOLIV INC. | May 8, 2025 | Election of Directors: Jan Carlson Director Elections |
Board | For | FOR 12 funds |
Split 1 FOR, 1 WITHHOLD |
| AUTOLIV INC. | May 8, 2025 | Election of Directors: Laurie Brlas Director Elections |
Board | For | FOR 12 funds |
Split 1 FOR, 1 WITHHOLD |
| AUTOLIV INC. | May 8, 2025 | Election of Directors: Leif Johansson Director Elections |
Board | For | FOR 12 funds |
Split 1 FOR, 1 WITHHOLD |
| AUTOLIV INC. | May 8, 2025 | Election of Directors: Martin Lundstedt Director Elections |
Board | For | FOR 12 funds |
Split 1 FOR, 1 WITHHOLD |
| AUTOLIV INC. | May 8, 2025 | Election of Directors: Mikael Bratt Director Elections |
Board | For | FOR 12 funds |
Split 1 FOR, 1 WITHHOLD |
| AUTOLIV INC. | May 8, 2025 | Election of Directors: Ted Senko Director Elections |
Board | For | FOR 12 funds |
Split 1 FOR, 1 WITHHOLD |
| AUTOLIV INC. | May 8, 2025 | Election of Directors: Xiaozhi Liu Director Elections |
Board | For | FOR 12 funds |
Split 1 FOR, 1 WITHHOLD |
| AUTOLIV INC. | May 8, 2025 | Ratification of Ernst & Young AB as independent registered public accounting firm of the company for the fiscal year ending December 31, 2025. Audit-related |
Board | For | FOR 12 funds |
Split 1 FOR, 1 ABSTAIN |
| AUTOMATIC DATA PROCESSING INC. | November 6, 2024 | Advisory Vote on Executive Compensation. Say-on-Pay |
Board | For | FOR 15 funds |
Split 6 FOR, 1 AGAINST, 3 ABSTAIN |
| AUTOMATIC DATA PROCESSING INC. | November 6, 2024 | Election of Directors: Carlos A. Rodriguez Director Elections |
Board | For | FOR 13 funds |
Split 7 FOR, 3 ABSTAIN |
| AUTOMATIC DATA PROCESSING INC. | November 6, 2024 | Election of Directors: David V. Goeckeler Director Elections |
Board | For | FOR 13 funds |
Split 7 FOR, 3 ABSTAIN |
| AUTOMATIC DATA PROCESSING INC. | November 6, 2024 | Election of Directors: Francine S. Katsoudas Director Elections |
Board | For | FOR 13 funds |
Split 7 FOR, 3 ABSTAIN |
| AUTOMATIC DATA PROCESSING INC. | November 6, 2024 | Election of Directors: John P. Jones Director Elections |
Board | For | FOR 13 funds |
Split 7 FOR, 3 ABSTAIN |
| AUTOMATIC DATA PROCESSING INC. | November 6, 2024 | Election of Directors: Linnie M. Haynesworth Director Elections |
Board | For | FOR 13 funds |
Split 7 FOR, 3 ABSTAIN |
| AUTOMATIC DATA PROCESSING INC. | November 6, 2024 | Election of Directors: Maria Black Director Elections |
Board | For | FOR 13 funds |
Split 7 FOR, 3 ABSTAIN |
| AUTOMATIC DATA PROCESSING INC. | November 6, 2024 | Election of Directors: Nazzic S. Keene Director Elections |
Board | For | FOR 13 funds |
Split 7 FOR, 3 ABSTAIN |
| AUTOMATIC DATA PROCESSING INC. | November 6, 2024 | Election of Directors: Peter Bisson Director Elections |
Board | For | FOR 13 funds |
Split 7 FOR, 3 ABSTAIN |
| AUTOMATIC DATA PROCESSING INC. | November 6, 2024 | Election of Directors: Sandra S. Wijnberg Director Elections |
Board | For | FOR 13 funds |
Split 7 FOR, 3 ABSTAIN |
| AUTOMATIC DATA PROCESSING INC. | November 6, 2024 | Election of Directors: Scott F. Powers Director Elections |
Board | For | FOR 13 funds |
Split 7 FOR, 3 ABSTAIN |
| AUTOMATIC DATA PROCESSING INC. | November 6, 2024 | Election of Directors: Thomas J. Lynch Director Elections |
Board | For | FOR 13 funds |
Split 7 FOR, 3 ABSTAIN |
| AUTOMATIC DATA PROCESSING INC. | November 6, 2024 | Election of Directors: William J. Ready Director Elections |
Board | For | AGAINST 13 funds |
Split 6 FOR, 1 AGAINST, 3 ABSTAIN |
| AUTOMATIC DATA PROCESSING INC. | November 6, 2024 | Ratification of the Appointment of Auditors. Audit-related |
Board | For | FOR 13 funds |
Split 6 FOR, 1 AGAINST, 3 ABSTAIN |
| AUTONATION INC. | April 23, 2025 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | FOR 12 funds |
Split 2 FOR, 2 ABSTAIN |
| AUTONATION INC. | April 23, 2025 | Election of Directors: Claire Bennett Director Elections |
Board | For | FOR 11 funds |
Split 2 FOR, 2 ABSTAIN |
| AUTONATION INC. | April 23, 2025 | Election of Directors: David B. Edelson Director Elections |
Board | For | FOR 11 funds |
Split 2 FOR, 2 ABSTAIN |
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How items are matched and positions counted: see the comparison table and the methodology. Built November 1, 2026 from SEC Form N-PX filings.