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
15,288 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 |
|---|---|---|---|---|---|---|
| AMEREN CORP. | May 8, 2025 | Company Proposal - Election of DirectorsNominees for Director: Rafael Flores Director Elections |
Board | For | FOR 13 funds |
ABSTAIN 3 funds |
| AMEREN CORP. | May 8, 2025 | Company Proposal - Election of DirectorsNominees for Director: Richard J. Harshman Director Elections |
Board | For | FOR 13 funds |
ABSTAIN 3 funds |
| AMEREN CORP. | May 8, 2025 | Company Proposal - Election of DirectorsNominees for Director: Steven H. Lipstein Director Elections |
Board | For | FOR 13 funds |
ABSTAIN 3 funds |
| AMEREN CORP. | May 8, 2025 | Company Proposal - Election of DirectorsNominees for Director: Steven O. Vondran Director Elections |
Board | For | FOR 13 funds |
ABSTAIN 3 funds |
| AMEREN CORP. | May 8, 2025 | Company Proposal - Election of DirectorsNominees for Director: Ward H. Dickson Director Elections |
Board | For | FOR 13 funds |
ABSTAIN 3 funds |
| AMEREN CORP. | May 8, 2025 | Company Proposal - Ratification of the appointment Of PricewaterhouseCoopers LLP as independent registered public accounting firm for the fiscal year ending December 31, 2025. Audit-related |
Board | For | FOR 13 funds |
ABSTAIN 3 funds |
| AMERICAN ASSETS TRUST INC. | June 2, 2025 | Elect Ernest S. Rady Director Elections |
Board | For | FOR 11 funds |
WITHHOLD 1 fund |
| AMERICAN ASSETS TRUST INC. | June 2, 2025 | Elect Joy L. Schaefer Director Elections |
Board | For | FOR 11 funds |
WITHHOLD 1 fund |
| AMERICAN ASSETS TRUST INC. | June 2, 2025 | Elect Nina A. Tran Director Elections |
Board | For | FOR 11 funds |
WITHHOLD 1 fund |
| AMERICAN ASSETS TRUST INC. | June 2, 2025 | Elect Robert S. Sullivan Director Elections |
Board | For | FOR 11 funds |
WITHHOLD 1 fund |
| AMERICAN ASSETS TRUST INC. | June 2, 2025 | Elect Thomas S. Olinger Director Elections |
Board | For | FOR 11 funds |
WITHHOLD 1 fund |
| AMERICAN EAGLE OUTFITTERS INC. | June 25, 2025 | Proposal 1: Election of Directors: Cary D. McMillan Director Elections |
Board | For | FOR 9 funds |
ABSTAIN 2 funds |
| AMERICAN EAGLE OUTFITTERS INC. | June 25, 2025 | Proposal 1: Election of Directors: Deborah A. Henretta Director Elections |
Board | For | FOR 9 funds |
ABSTAIN 2 funds |
| AMERICAN EAGLE OUTFITTERS INC. | June 25, 2025 | Proposal 2: Ratify the appointment of Ernst & Young LLP as the Company's independent registered public accounting firm for the fiscal year ending January 31, 2026. Audit-related |
Board | For | FOR 9 funds |
ABSTAIN 2 funds |
| AMERICAN EAGLE OUTFITTERS INC. | June 25, 2025 | Proposal 3: Hold an advisory vote on the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 10 funds |
ABSTAIN 2 funds |
| AMERICAN FINANCIAL GROUP INC. | May 22, 2025 | Elect Amy Y. Murray Director Elections |
Board | For | FOR 13 funds |
WITHHOLD 2 funds |
| AMERICAN FINANCIAL GROUP INC. | May 22, 2025 | Elect Carl H. Lindner, III Director Elections |
Board | For | FOR 13 funds |
WITHHOLD 2 funds |
| AMERICAN FINANCIAL GROUP INC. | May 22, 2025 | Elect David L. Thompson, Jr. Director Elections |
Board | For | FOR 13 funds |
WITHHOLD 2 funds |
| AMERICAN FINANCIAL GROUP INC. | May 22, 2025 | Elect Evans N. Nwankwo Director Elections |
Board | For | FOR 13 funds |
WITHHOLD 2 funds |
| AMERICAN FINANCIAL GROUP INC. | May 22, 2025 | Elect Gregory G. Joseph Director Elections |
Board | For | FOR 13 funds |
WITHHOLD 2 funds |
| AMERICAN FINANCIAL GROUP INC. | May 22, 2025 | Elect John B. Berding Director Elections |
Board | For | FOR 13 funds |
WITHHOLD 2 funds |
| AMERICAN FINANCIAL GROUP INC. | May 22, 2025 | Elect John I. Von Lehman Director Elections |
Board | For | FOR 13 funds |
WITHHOLD 2 funds |
| AMERICAN FINANCIAL GROUP INC. | May 22, 2025 | Elect Mary Beth Martin Director Elections |
Board | For | FOR 13 funds |
WITHHOLD 2 funds |
| AMERICAN FINANCIAL GROUP INC. | May 22, 2025 | Elect Roger K. Newport Director Elections |
Board | For | FOR 13 funds |
WITHHOLD 2 funds |
| AMERICAN FINANCIAL GROUP INC. | May 22, 2025 | Elect S. Craig Lindner Director Elections |
Board | For | FOR 13 funds |
WITHHOLD 2 funds |
| AMERICAN FINANCIAL GROUP INC. | May 22, 2025 | Elect William W. Verity Director Elections |
Board | For | FOR 13 funds |
WITHHOLD 2 funds |
| AMERICAN HEALTHCARE REIT INC. | June 25, 2025 | For the election to serve as Directors until the 2026 Annual Meeting of Stockholders of American Healthcare REIT, Inc. to be held in the year 2026 and until his or her successor is duly elected and qualifies: Jeffrey T. Hanson Director Elections |
Board | For | FOR 10 funds |
WITHHOLD 1 fund |
| AMERICOLD REALTY TRUST | May 20, 2025 | Election of Directors to hold office until the Annual Meeting of Stockholders to be held in 2026 and until their successors are duly elected and qualified: George F. Chappelle Jr. Director Elections |
Board | For | FOR 15 funds |
ABSTAIN 1 fund |
| AMERICOLD REALTY TRUST | May 20, 2025 | Election of Directosr to hold office until the Annual Meeting of Stockholders to be held in 2026 and until their successors are duly elected and qualified: George J. Alburger, Jr. Director Elections |
Board | For | FOR 15 funds |
ABSTAIN 1 fund |
| AMERIS BANCORP | June 5, 2025 | Election of Director to serve until the Company s 2026 Annual Meeting: H. Palmer Proctor, Jr. Director Elections |
Board | For | FOR 8 funds |
ABSTAIN 1 fund |
| AMERIS BANCORP | June 5, 2025 | Election of Director to serve until the Company s 2026 Annual Meeting: Leo J. Hill Director Elections |
Board | For | FOR 8 funds |
ABSTAIN 1 fund |
| AMERIS BANCORP | June 5, 2025 | Election of Director to serve until the Company's 2026 Annual Meeting: Claire E. McLean Director Elections |
Board | For | FOR 8 funds |
ABSTAIN 1 fund |
| AMERIS BANCORP | June 5, 2025 | Election of Director to serve until the Company's 2026 Annual Meeting: Daniel B. Jeter Director Elections |
Board | For | FOR 8 funds |
ABSTAIN 1 fund |
| AMERIS BANCORP | June 5, 2025 | Election of Director to serve until the Company's 2026 Annual Meeting: James B. Miller, Jr. Director Elections |
Board | For | FOR 8 funds |
ABSTAIN 1 fund |
| AMERIS BANCORP | June 5, 2025 | Election of Director to serve until the Company's 2026 Annual Meeting: Robert P. Lynch Director Elections |
Board | For | FOR 8 funds |
ABSTAIN 1 fund |
| AMERIS BANCORP | June 5, 2025 | Election of Director to serve until the Company's 2026 Annual Meeting: Rodney D. Bullard Director Elections |
Board | For | FOR 8 funds |
ABSTAIN 1 fund |
| AMERIS BANCORP | June 5, 2025 | Election of Director to serve until the Company's 2026 Annual Meeting: William H. Stern Director Elections |
Board | For | FOR 8 funds |
ABSTAIN 1 fund |
| AMERIS BANCORP | June 5, 2025 | Election of Director to serve until the Company's 2026 Annual Meeting: William I. Bowen, Jr. Director Elections |
Board | For | FOR 8 funds |
ABSTAIN 1 fund |
| AMERIS BANCORP | June 5, 2025 | Election of Director to serve until the Company's 2026 Annual Meeting: Wm. Millard Choate Director Elections |
Board | For | FOR 8 funds |
ABSTAIN 1 fund |
| AMICUS THERAPEUTICS INC. | June 5, 2025 | Elect Glenn P. Sblendorio Director Elections |
Board | For | FOR 5 funds |
WITHHOLD 1 fund |
| AMICUS THERAPEUTICS INC. | June 5, 2025 | Elect Margaret G. McGlynn Director Elections |
Board | For | FOR 5 funds |
WITHHOLD 1 fund |
| AMICUS THERAPEUTICS INC. | June 5, 2025 | Elect Michael A. Kelly Director Elections |
Board | For | FOR 5 funds |
WITHHOLD 1 fund |
| AMPLITUDE INC. | June 12, 2025 | Elect Spenser Skates Director Elections |
Board | Not determined | FOR 4 funds |
WITHHOLD 1 fund |
| AMPLITUDE INC. | June 12, 2025 | Elect Tien Tzuo Director Elections |
Board | Not determined | FOR 4 funds |
WITHHOLD 1 fund |
| ANAVEX LIFE SCIENCES CORP. | June 10, 2025 | To approve an amendment to the Company's 2022 Omnibus Incentive Plan. Compensation |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| ANDERSONS INC. | May 8, 2025 | Elect Catherine M. Kilbane Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 2 funds |
| ANDERSONS INC. | May 8, 2025 | Elect Gary A. Douglas Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 2 funds |
| ANDERSONS INC. | May 8, 2025 | Elect Gerard M. Anderson Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 2 funds |
| ANDERSONS INC. | May 8, 2025 | Elect John T. Stout, Jr. Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 2 funds |
| ANDERSONS INC. | May 8, 2025 | Elect Pamela S. Hershberger Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 2 funds |
| ANDERSONS INC. | May 8, 2025 | Elect Patrick (Pat) E. Bowe Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 2 funds |
| ANDERSONS INC. | May 8, 2025 | Elect Robert J. King, Jr. Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 2 funds |
| ANDERSONS INC. | May 8, 2025 | Elect Ross W. Manire Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 2 funds |
| ANDERSONS INC. | May 8, 2025 | Elect Steven K. Campbell Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 2 funds |
| ANDERSONS INC. | May 8, 2025 | Elect William E. Krueger Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 2 funds |
| ANGI INC. | June 17, 2025 | Elect Alesia J. Haas Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 1 fund |
| ANGI INC. | June 17, 2025 | Elect Jeffrey W. Kip Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 1 fund |
| ANGI INC. | June 17, 2025 | Elect Joseph Levin Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 1 fund |
| ANGI INC. | June 17, 2025 | Elect Thomas R. Evans Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 1 fund |
| ANI PHARMACEUTICALS INC. | May 22, 2025 | Election of Directors: Jeanne A. Thoma Director Elections |
Board | For | FOR 6 funds |
ABSTAIN 1 fund |
| ANI PHARMACEUTICALS INC. | May 22, 2025 | Election of Directors: Patrick D. Walsh Director Elections |
Board | For | FOR 6 funds |
ABSTAIN 1 fund |
| ANTERIX INC. | August 6, 2024 | To approve, on an advisory (non-binding) basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| ANTERO MIDSTREAM CORP. | June 4, 2025 | Elect David H. Keyte Director Elections |
Board | For | FOR 12 funds |
WITHHOLD 1 fund |
| ANTERO MIDSTREAM CORP. | June 4, 2025 | Elect Nancy E. Chisholm Director Elections |
Board | For | FOR 12 funds |
WITHHOLD 1 fund |
| ANTERO MIDSTREAM CORP. | June 4, 2025 | Elect Paul M. Rady Director Elections |
Board | For | FOR 12 funds |
WITHHOLD 1 fund |
| ANTERO MIDSTREAM CORP. | June 4, 2025 | To approve, on an advisory basis, the compensation of Antero Resources Corporation's named executive officers. Say-on-Pay |
Board | For | FOR 13 funds |
ABSTAIN 1 fund |
| ANTERO MIDSTREAM CORP. | June 4, 2025 | To ratify the appointment of KPMG LLP as Antero Resources Corporation's independent registered public accounting firm for the year ending December 31, 2025. Audit-related |
Board | For | FOR 12 funds |
ABSTAIN 1 fund |
| APELLIS PHARMACEUTICALS INC. | June 3, 2025 | Election of Class II Directors to hold office until the 2028 Annual Meeting of Stockholders: A. Sinclair Dunlop Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 1 fund |
| APELLIS PHARMACEUTICALS INC. | June 3, 2025 | To hold an advisory vote to approve the compensation paid to our named executive officers. Say-on-Pay |
Board | For | FOR 9 funds |
ABSTAIN 1 fund |
| API GROUP | May 16, 2025 | To approve the amendment of our certificate of incorporation to increase the number of authorized shares of common stock. Capital Structure |
Board | Not determined | AGAINST 12 funds |
FOR 9 funds |
| APOGEE ENTERPRISES INC. | June 25, 2025 | ADVISORY VOTE TO APPROVE APOGEE'S EXECUTIVE COMPENSATION. Say-on-Pay |
Board | For | FOR 8 funds |
ABSTAIN 1 fund |
| APOGEE ENTERPRISES INC. | June 25, 2025 | Election of Class III Directors: Elizabeth M. Lilly Director Elections |
Board | For | FOR 7 funds |
ABSTAIN 1 fund |
| APOGEE ENTERPRISES INC. | June 25, 2025 | Election of Class III Directors: Mark A. Pompa Director Elections |
Board | For | FOR 7 funds |
ABSTAIN 1 fund |
| APOGEE THERAPEUTICS INC. | June 17, 2025 | Elect Lisa Bollinger Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 3 funds |
| APOGEE THERAPEUTICS INC. | June 17, 2025 | Elect Nimish Shah Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 3 funds |
| APOGEE THERAPEUTICS INC. | June 17, 2025 | Elect Tomas Kiselak Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 3 funds |
| APOLLO COMMERCIAL REAL ESTATE FINANCE INC. | June 10, 2025 | Elect Brenna Haysom Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 1 fund |
| APOLLO COMMERCIAL REAL ESTATE FINANCE INC. | June 10, 2025 | Elect Carmencita N.M. Whonder Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 1 fund |
| APOLLO COMMERCIAL REAL ESTATE FINANCE INC. | June 10, 2025 | Elect Katherine G. Newman Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 1 fund |
| APOLLO COMMERCIAL REAL ESTATE FINANCE INC. | June 10, 2025 | Elect Mark C. Biderman Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 1 fund |
| APOLLO COMMERCIAL REAL ESTATE FINANCE INC. | June 10, 2025 | Elect Michael E. Salvati Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 1 fund |
| APOLLO COMMERCIAL REAL ESTATE FINANCE INC. | June 10, 2025 | Elect Pamela G. Carlton Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 1 fund |
| APOLLO COMMERCIAL REAL ESTATE FINANCE INC. | June 10, 2025 | Elect Robert A. Kasdin Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 1 fund |
| APOLLO COMMERCIAL REAL ESTATE FINANCE INC. | June 10, 2025 | Elect Scott S. Prince Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 1 fund |
| APOLLO COMMERCIAL REAL ESTATE FINANCE INC. | June 10, 2025 | Elect Stuart A. Rothstein Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 1 fund |
| APPFOLIO INC. | June 13, 2025 | Elect Agnes Bundy Scanlan Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 2 funds |
| APPFOLIO INC. | June 13, 2025 | Elect Andreas von Blottnitz Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 2 funds |
| APPIAN CORP. | June 4, 2025 | Elect A.G.W. Biddle, III Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| APPIAN CORP. | June 4, 2025 | Elect Carl "Boe" Hartman, II Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| APPIAN CORP. | June 4, 2025 | Elect Mark Lynch Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| APPIAN CORP. | June 4, 2025 | Elect Matthew W. Calkins Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| APPIAN CORP. | June 4, 2025 | Elect Michael Beckley Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| APPIAN CORP. | June 4, 2025 | Elect Robert C. Kramer Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| APPIAN CORP. | June 4, 2025 | Elect Shirley A. Edwards Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| APPIAN CORP. | June 4, 2025 | Elect William D. McCarthy Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| APPLE HOSPITALITY REIT INC. | May 19, 2025 | Elect Blythe J. McGarvie Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 1 fund |
| APPLE HOSPITALITY REIT INC. | May 19, 2025 | Elect Carolyn B. Handlon Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 1 fund |
| APPLE HOSPITALITY REIT INC. | May 19, 2025 | Elect Glade M. Knight Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 1 fund |
| APPLE HOSPITALITY REIT INC. | May 19, 2025 | Elect Glenn W. Bunting Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 1 fund |
| APPLE HOSPITALITY REIT INC. | May 19, 2025 | Elect Howard E. Woolley Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 1 fund |
← Previous Page 3 of 153 Next →
How items are matched and positions counted: see the comparison table and the methodology. Built October 18, 2026 from SEC Form N-PX filings.