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
16,157 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 |
|---|---|---|---|---|---|---|
| CALERES INC. | May 22, 2025 | Elect Kyle F. Gendreau Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 1 fund |
| CALERES INC. | May 22, 2025 | Elect Lisa A. Flavin Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 1 fund |
| CALERES INC. | May 22, 2025 | Elect Lori H. Greeley Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 1 fund |
| CALERES INC. | May 22, 2025 | Elect Mahendra R. Gupta Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 1 fund |
| CALERES INC. | May 22, 2025 | Elect Molly Langenstein Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 1 fund |
| CALERES INC. | May 22, 2025 | Elect Steven W. Korn Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 1 fund |
| CALERES INC. | May 22, 2025 | Elect Ward M. Klein Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 1 fund |
| CALERES INC. | May 22, 2025 | Elect Wenda Harris Millard Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 1 fund |
| CALERES INC. | May 22, 2025 | Ratification of Ernst & Young LLP as the Company s independent registered public accountants. Audit-related |
Board | For | FOR 7 funds |
ABSTAIN 1 fund |
| CALIFORNIA RESOURCES CORP. | May 2, 2025 | Elect Alejandra Veltmann Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 2 funds |
| CALIFORNIA RESOURCES CORP. | May 2, 2025 | Elect Andrew B. Bremner Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 2 funds |
| CALIFORNIA RESOURCES CORP. | May 2, 2025 | Elect Bobby Saadati Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 2 funds |
| CALIFORNIA RESOURCES CORP. | May 2, 2025 | Elect Christian S. Kendall Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 2 funds |
| CALIFORNIA RESOURCES CORP. | May 2, 2025 | Elect Francisco J. Leon Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 2 funds |
| CALIFORNIA RESOURCES CORP. | May 2, 2025 | Elect James N. Chapman Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 2 funds |
| CALIFORNIA RESOURCES CORP. | May 2, 2025 | Elect James R. Jackson Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 2 funds |
| CALIFORNIA RESOURCES CORP. | May 2, 2025 | Elect Mark A. McFarland Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 2 funds |
| CALIFORNIA RESOURCES CORP. | May 2, 2025 | Elect Tiffany Thom Cepak Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 2 funds |
| CALIFORNIA RESOURCES CORP. | May 2, 2025 | Elect William B. Roby Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 2 funds |
| CALIX INC. | May 8, 2025 | Elect Christopher Bowick Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 2 funds |
| CALIX INC. | May 8, 2025 | Elect Kira Makagon Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 2 funds |
| CALIX INC. | May 8, 2025 | Elect Michael Berry Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 2 funds |
| CAMECO CORP. | May 9, 2025 | Appointment of Auditor and Authority to Set Fees Audit-related |
Board | For | FOR 3 funds |
WITHHOLD 2 funds |
| CAMPING WORLD HOLDINGS INC. | May 15, 2025 | Elect Brian P. Cassidy Director Elections |
Board | Not determined | FOR 7 funds |
WITHHOLD 1 fund |
| CAMPING WORLD HOLDINGS INC. | May 15, 2025 | Elect Marcus A. Lemonis Director Elections |
Board | Not determined | FOR 7 funds |
WITHHOLD 1 fund |
| CANADIAN NATURAL RESOURCES LTD. | May 8, 2025 | Advisory Vote on Executive Compensation Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 1 fund |
| CANADIAN NATURAL RESOURCES LTD. | May 8, 2025 | Appointment of Auditor and Authority to Set Fees Audit-related |
Board | For | FOR 3 funds |
WITHHOLD 1 fund |
| CANADIAN NATURAL RESOURCES LTD. | May 8, 2025 | Elect Gordon D. Giffin Director Elections |
Board | For | FOR 3 funds |
WITHHOLD 1 fund |
| CANADIAN PACIFIC KANSAS CITY LTD. | April 30, 2025 | Advisory Vote on Executive Compensation Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 1 fund |
| CANADIAN PACIFIC KANSAS CITY LTD. | April 30, 2025 | Elect John R. Baird Director Elections |
Board | For | FOR 3 funds |
AGAINST 1 fund |
| CANTALOUPE INC. | November 20, 2024 | Election of Directors: Michael K. Passilla Director Elections |
Board | For | AGAINST 4 funds |
FOR 1 fund |
| CAPITAL BANCORP INC | May 15, 2025 | Proposal to approve the Capital Bancorp, Inc. 2017 Stock and Incentive Compensation Plan, as amended and restated, to increase the number of shares of common stock authorized for issuance under the plan by 520,000 shares, from 2,020,000 shares to 2,540,000 shares. Compensation |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| CAPITAL CITY BANK GROUP INC. | April 22, 2025 | Election of Directors: To elect as directors the nominees listed below: John G. Sample, Jr. Director Elections |
Board | For | AGAINST 2 funds |
FOR 5 funds |
| CAPITAL CITY BANK GROUP INC. | April 22, 2025 | Election of Directors: To elect as directors the nominees listed below: Marshall M. Criser III Director Elections |
Board | For | AGAINST 2 funds |
FOR 5 funds |
| CAPITAL CITY BANK GROUP INC. | April 22, 2025 | Election of Directors: To elect as directors the nominees listed below: Robert Antoine Director Elections |
Board | For | AGAINST 2 funds |
FOR 5 funds |
| CAPITAL CITY BANK GROUP INC. | April 22, 2025 | Election of Directors: To elect as directors the nominees listed below: Stanley W. Connally, Jr. Director Elections |
Board | For | AGAINST 2 funds |
FOR 5 funds |
| CAPITOL FEDERAL FINANCIAL INC. | January 28, 2025 | Election of Directors for a three-year term: James G. Morris Director Elections |
Board | Not determined | FOR 7 funds |
ABSTAIN 1 fund |
| CAPITOL FEDERAL FINANCIAL INC. | January 28, 2025 | Election of Directors for a three-year term: Jeffrey R. Thompson Director Elections |
Board | Not determined | AGAINST 7 funds |
ABSTAIN 1 fund |
| CAPITOL FEDERAL FINANCIAL INC. | January 28, 2025 | Election of Directors for a three-year term: John B. Dicus Director Elections |
Board | Not determined | FOR 7 funds |
ABSTAIN 1 fund |
| CAPRI HOLDINGS LIMITED | September 4, 2024 | Election of Director: Jean Tomlin OBE Director Elections |
Board | For | FOR 11 funds |
ABSTAIN 1 fund |
| CAPRI HOLDINGS LIMITED | September 4, 2024 | Election of Director: Marilyn Crouther Director Elections |
Board | For | FOR 11 funds |
ABSTAIN 1 fund |
| CAPRI HOLDINGS LIMITED | September 4, 2024 | Election of Director: Stephen Reitman Director Elections |
Board | For | FOR 11 funds |
ABSTAIN 1 fund |
| CAPRI HOLDINGS LTD. | September 4, 2024 | To ratify the appointment of Ernst & Young LLP as the Company s independent registered public accounting firm for the fiscal year ending March 29, 2025. Audit-related |
Board | For | FOR 11 funds |
ABSTAIN 1 fund |
| CARDINAL HEALTH INC. | November 6, 2024 | To approve, on a non-binding advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 16 funds |
ABSTAIN 7 funds |
| CAREDX INC. | June 12, 2025 | Elect Fred E. Cohen Director Elections |
Board | For | FOR 5 funds |
WITHHOLD 1 fund |
| CAREDX INC. | June 12, 2025 | Elect R. Bryan Riggsbee Director Elections |
Board | For | FOR 5 funds |
WITHHOLD 1 fund |
| CARGURUS INC. | June 4, 2025 | Elect Stephen Kaufer Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 2 funds |
| CARGURUS INC. | June 4, 2025 | Elect Steven Conine Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 2 funds |
| CARNIVAL CORP. | April 16, 2025 | To re-elect Nelda J. Connors as a Director of Carnival Corporation and as a Director of Carnival plc. Director Elections |
Board | For | FOR 13 funds |
ABSTAIN 3 funds |
| CARNIVAL CORPORATION & PLC | April 16, 2025 | To approve the Carnival plc Directors Remuneration Policy (as set out in the annual report for the year ended November 30, 2024) Compensation |
Board | For | FOR 13 funds |
ABSTAIN 3 funds |
| CARNIVAL CORPORATION & PLC | April 16, 2025 | To approve the giving of authority for the allotment of new shares by Carnival plc. Capital Structure |
Board | For | FOR 13 funds |
AGAINST 3 funds |
| CARNIVAL CORPORATION & PLC | April 16, 2025 | To hold a (non-binding) advisory vote to approve executive compensation (in accordance with legal requirements applicable to U.S. companies). Say-on-Pay |
Board | For | FOR 14 funds |
ABSTAIN 3 funds |
| CARPENTER TECHNOLOGY CORP. | October 7, 2024 | Elect A. John Hart Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 2 funds |
| CARPENTER TECHNOLOGY CORP. | October 7, 2024 | Elect Kathleen A. Ligocki Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 2 funds |
| CARPENTER TECHNOLOGY CORP. | October 7, 2024 | Elect Ramin Younessi Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 2 funds |
| CARS.COM INC. | June 4, 2025 | Elect Bala Subramanian Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 1 fund |
| CARS.COM INC. | June 4, 2025 | Elect Bryan Wiener Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 1 fund |
| CARS.COM INC. | June 4, 2025 | Elect Donald A. McGovern, Jr. Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 1 fund |
| CARS.COM INC. | June 4, 2025 | Elect Greg Revelle Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 1 fund |
| CARS.COM INC. | June 4, 2025 | Elect Jenell R. Ross Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 1 fund |
| CARS.COM INC. | June 4, 2025 | Elect Jerri L. DeVard Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 1 fund |
| CARS.COM INC. | June 4, 2025 | Elect Jill Greenthal Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 1 fund |
| CARS.COM INC. | June 4, 2025 | Elect Michael Kelly Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 1 fund |
| CARS.COM INC. | June 4, 2025 | Elect Scott Forbes Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 1 fund |
| CARS.COM INC. | June 4, 2025 | Elect T. Alex Vetter Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 1 fund |
| CARS.COM INC. | June 4, 2025 | Elect Thomas Hale Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 1 fund |
| CARTER BANKSHARES INC. | May 28, 2025 | Election of Directors: James W. Haskins Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 1 fund |
| CASTLE BIOSCIENCES INC. | May 22, 2025 | Elect Derek J. Maetzold Director Elections |
Board | Not determined | FOR 5 funds |
WITHHOLD 1 fund |
| CASTLE BIOSCIENCES INC. | May 22, 2025 | Elect G. Bradley Cole Director Elections |
Board | Not determined | FOR 5 funds |
WITHHOLD 1 fund |
| CASTLE BIOSCIENCES INC. | May 22, 2025 | Elect Kimberlee S. Caple Director Elections |
Board | Not determined | FOR 5 funds |
WITHHOLD 1 fund |
| CATALYST PHARMACEUTICALS INC. | May 20, 2025 | Election of Directors until the 2026 Annual Meeting of Stockholders, or until his or her earlier death, disability or resignation: Richard J. Daly Director Elections |
Board | For | FOR 6 funds |
ABSTAIN 2 funds |
| CATHAY GENERAL BANCORP | May 12, 2025 | Election Directors: Class II Directors, to be elected for the term ending 2028: Dunson K. Cheng Director Elections |
Board | For | FOR 8 funds |
ABSTAIN 1 fund |
| CELCUITY INC. | May 13, 2025 | To approve, by a non-binding and advisory vote, compensation of the named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 1 fund |
| CELESTICA INC. | June 17, 2025 | Elect Francoise Colpron Director Elections |
Board | For | FOR 3 funds |
WITHHOLD 2 funds |
| CELLDEX THERAPEUTICS INC. | June 5, 2025 | Election of Directors: Garry A. Neil, M.D. Director Elections |
Board | For | FOR 4 funds |
ABSTAIN 1 fund |
| CELLDEX THERAPEUTICS INC. | 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 |
ABSTAIN 1 fund |
| CELSIUS HOLDINGS INC. | May 28, 2025 | Non-binding advisory vote to approve the compensation of our Named Executive Officers (Say on Pay). Say-on-Pay |
Board | For | FOR 11 funds |
ABSTAIN 3 funds |
| CENTURY ALUMINUM CO. | June 16, 2025 | Elect Andrew Michelmore Director Elections |
Board | For | FOR 5 funds |
WITHHOLD 2 funds |
| CENTURY ALUMINUM CO. | June 16, 2025 | Elect Errol Glasser Director Elections |
Board | For | FOR 5 funds |
WITHHOLD 2 funds |
| CENTURY ALUMINUM CO. | June 16, 2025 | Elect Jarl Berntzen Director Elections |
Board | For | FOR 5 funds |
WITHHOLD 2 funds |
| CENTURY ALUMINUM CO. | June 16, 2025 | Elect Jennifer Bush Director Elections |
Board | For | FOR 5 funds |
WITHHOLD 2 funds |
| CENTURY ALUMINUM CO. | June 16, 2025 | Elect Jesse Gary Director Elections |
Board | For | FOR 5 funds |
WITHHOLD 2 funds |
| CENTURY ALUMINUM CO. | June 16, 2025 | Elect Tamla Olivier Director Elections |
Board | For | FOR 5 funds |
WITHHOLD 2 funds |
| CENTURY ALUMINUM CO. | June 16, 2025 | Elect Wilhelm van Jaarsveld Director Elections |
Board | For | FOR 5 funds |
WITHHOLD 2 funds |
| CENTURY COMMUNITIES INC. | May 7, 2025 | To ratify the appointment of Ernst & Young LLP as our independent registered public accounting firm for the year ending December 31, 2025. Audit-related |
Board | For | FOR 7 funds |
ABSTAIN 2 funds |
| CERTARA INC. | May 21, 2025 | Elect Cynthia Collins Director Elections |
Board | For | FOR 5 funds |
WITHHOLD 1 fund |
| CERTARA INC. | May 21, 2025 | Elect Eran Broshy Director Elections |
Board | For | FOR 5 funds |
WITHHOLD 1 fund |
| CERTARA INC. | May 21, 2025 | Elect John Reynders Director Elections |
Board | For | FOR 5 funds |
WITHHOLD 1 fund |
| CERTARA INC. | May 21, 2025 | Elect Matthew Walsh Director Elections |
Board | For | FOR 5 funds |
WITHHOLD 1 fund |
| CERUS CORP. | June 3, 2025 | Advisory Votes on Executive Compensation: The approval, on an advisory basis, of the compensation of the Company's named executive officers as disclosed in the Proxy Statement. Say-on-Pay |
Board | For | FOR 6 funds |
ABSTAIN 1 fund |
| CERUS CORP. | June 3, 2025 | Elect Hua Shan Director Elections |
Board | Not determined | FOR 5 funds |
WITHHOLD 1 fund |
| CERUS CORP. | June 3, 2025 | Elect Jami Dover Nachtsheim Director Elections |
Board | Not determined | FOR 5 funds |
WITHHOLD 1 fund |
| CERUS CORP. | June 3, 2025 | Equity Plan Proposals: The approval of an amendment and restatement of the Company's 2024 Equity Incentive Plan to increase the aggregate number of shares of common stock authorized for issuance thereunder by 10 million shares and to make certain other changes thereto as described further in the accompanying Proxy Statement. Compensation |
Board | For | FOR 5 funds |
ABSTAIN 1 fund |
| CERUS CORP. | June 3, 2025 | Independent Registered Public Accounting Firm: The ratification of the selection by the Audit Committee of the Board of Directors of Ernst & Young LLP as the independent registered public accounting firm of the Company for its fiscal year ending December 31, 2025. Audit-related |
Board | For | FOR 5 funds |
ABSTAIN 1 fund |
| CEVA INC. | May 5, 2025 | To approve an amendment and restatement of the Company's 2011 Equity Incentive Plan. Compensation |
Board | For | FOR 4 funds |
AGAINST 3 funds |
| CHART INDUSTRIES INC. | May 20, 2025 | To approve, on an advisory basis, the Company's executive compensation. Say-on-Pay |
Board | For | FOR 9 funds |
ABSTAIN 2 funds |
| CHATHAM LODGING TRUST | May 6, 2025 | Approval of an amendment to the Equity Incentive Plan. Compensation |
Board | For | FOR 8 funds |
ABSTAIN 1 fund |
| CHATHAM LODGING TRUST | May 6, 2025 | Elect David J. Grissen Director Elections |
Board | Not determined | FOR 8 funds |
WITHHOLD 1 fund |
| CHATHAM LODGING TRUST | May 6, 2025 | Elect Edwin B. Brewer, Jr. Director Elections |
Board | Not determined | FOR 8 funds |
WITHHOLD 1 fund |
| CHATHAM LODGING TRUST | May 6, 2025 | Elect Ethel Isaacs Williams Director Elections |
Board | Not determined | FOR 8 funds |
WITHHOLD 1 fund |
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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.