Home › Asset managers › Compare 2024-2025 › Charles Schwab vs Invesco
Charles Schwab 2024-2025 · Invesco 2024-2025 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 14,960 | 13,747 | 1,096 | 117 | 92.6% | 92.3% |
| Board proposals | 13,980 | 12,906 | 999 | 75 | 92.8% | 92.6% |
| E&S shareholder proposals | 234 | 210 | 8 | 16 | 96.3% | 94.3% |
| Other items | 746 | 631 | 89 | 26 | 87.6% | 86.3% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
999 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 | Invesco |
|---|---|---|---|---|---|---|
| TEXTRON INC. | April 23, 2025 | Election of Directors: Maria T. Zuber Director Elections |
Board | For | AGAINST 14 funds |
FOR 21 funds |
| TFS FINANCIAL CORP. | February 20, 2025 | Election of Directors: JOHN P. RINGENBACH Director Elections |
Board | For | AGAINST 5 funds |
FOR 1 fund |
| TFS FINANCIAL CORP. | February 20, 2025 | Election of Directors: ROBERT A. FIALA Director Elections |
Board | For | AGAINST 5 funds |
FOR 1 fund |
| THE TORO COMPANY | March 18, 2025 | Approval of, on an advisory basis, our executive compensation. Say-on-Pay |
Board | For | FOR 14 funds |
AGAINST 10 funds |
| THE TRADE DESK, INC. | November 14, 2024 | The approval of the reincorporation of The Trade Desk, Inc. from the State of Delaware to the State of Nevada by conversion. Capital Structure |
Board | For | AGAINST 11 funds |
FOR 19 funds |
| THE VITA COCO COMPANY, INC. | June 3, 2025 | Advisory vote on executive compensation. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 6 funds |
| TITAN INTERNATIONAL INC. | June 11, 2025 | To approve, in a non-binding advisory vote, the 2024 compensation paid to the Company's named executive officers. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 6 funds |
| TITAN MACHINERY INC. | June 2, 2025 | To conduct an advisory vote on a non-binding resolution to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 3 funds |
| TOAST INC. | June 13, 2025 | To approve, on an advisory (non-binding) basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 13 funds |
AGAINST 13 funds |
| TOLL BROTHERS INC. | March 11, 2025 | Election of Directors: Katherine M. Sandstrom Director Elections |
Board | For | FOR 12 funds |
AGAINST 9 funds |
| TORRID HOLDINGS INC. | June 4, 2025 | ADVISORY VOTE ON THE COMPENSATION PAID TO THE COMPANY'S NAMED EXECUTIVE OFFICERS. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 2 funds |
| TPG INC. | June 5, 2025 | Election of Directors: David Trujillo Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 4 funds |
| TPG INC. | June 5, 2025 | Election of Directors: Jeffrey Rhodes Director Elections |
Board | For | WITHHOLD 9 funds |
FOR 4 funds |
| TPG INC. | June 5, 2025 | Election of Directors: Kelvin Davis Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 4 funds |
| TPG INC. | June 5, 2025 | Election of Executive Committee Members: David Trujillo Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 4 funds |
| TPG INC. | June 5, 2025 | Election of Executive Committee Members: Jeffrey Rhodes Director Elections |
Board | For | WITHHOLD 9 funds |
FOR 4 funds |
| TPG INC. | June 5, 2025 | Election of Executive Committee Members: Kelvin Davis Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 4 funds |
| TPG RE FINANCE TRUST INC. | May 20, 2025 | Advisory Vote on Executive Compensation: To approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 4 funds |
| TPG RE FINANCE TRUST INC. | May 20, 2025 | Ratification of the appointment of Deloitte & Touche LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2025. Audit-related |
Board | For | AGAINST 7 funds |
FOR 1 fund |
| TRANSCAT INC. | September 11, 2024 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 4 funds |
| TRANSMEDICS GROUP INC. | May 22, 2025 | To approve, on a non-binding advisory basis, the compensation paid to TransMedics' named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 6 funds |
| TREDEGAR CORP. | May 8, 2025 | Non-Binding Advisory Vote to Approve Named Executive Officer Compensation Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 3 funds |
| TREVI THERAPEUTICS INC | June 11, 2025 | Approval, on an advisory basis, of the compensation paid to our named executive officers. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 3 funds |
| TREX COMPANY INC. | May 6, 2025 | Election of Directors: Kristine L. Juster Director Elections |
Board | For | FOR 12 funds |
AGAINST 2 funds |
| TRINSEO PLC | June 25, 2025 | To approve, on an advisory basis, the compensation paid by the Company to its named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 2 funds |
| TRONOX HOLDINGS PLC | May 7, 2025 | Election of Directors: Fawaz Al-Fawaz Director Elections |
Board | For | AGAINST 7 funds |
FOR 1 fund |
| TRUIST FINANCIAL CORP. | April 29, 2025 | Advisory vote to approve Truist's executive compensation program. Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 26 funds |
| TRUMP MEDIA & TECHNOLOGY GROUP CORP. | April 30, 2025 | An advisory vote on a resolution to approve the compensation of our named executive officers; Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 4 funds |
| TTM TECHNOLOGIES INC. | May 8, 2025 | To elect Wajid Ali, Thomas T. Edman and Chantel E. Lenard as class I directors: Chantel E. Lenard Director Elections |
Board | For | FOR 8 funds |
AGAINST 4 funds |
| TUTOR PERINI CORP. | May 15, 2025 | Election of Directors: Robert C. Lieber Director Elections |
Board | For | AGAINST 7 funds |
FOR 3 funds |
| TUTOR PERINI CORP. | May 15, 2025 | Election of Directors: Shahrokh ("Rock") Shah Director Elections |
Board | For | AGAINST 7 funds |
FOR 3 funds |
| TYSON FOODS INC. | February 6, 2025 | Election of Directors: David J. Bronczek Director Elections |
Board | For | AGAINST 13 funds |
FOR 16 funds |
| TYSON FOODS INC. | February 6, 2025 | Election of Directors: Les R. Baledge Director Elections |
Board | For | FOR 13 funds |
AGAINST 16 funds |
| The Wendy's Company | May 21, 2025 | Election of Directors: Kristin A. Dolan Director Elections |
Board | For | AGAINST 10 funds |
FOR 2 funds |
| UFP TECHNOLOGIES INC. | June 4, 2025 | To vote on a non-binding advisory resolution to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 9 funds |
| UGI CORP. | January 31, 2025 | An advisory vote to approve the Fiscal 2024 compensation of the Company's named executive officers ("say-on-pay vote"). Say-on-Pay |
Board | For | FOR 12 funds |
AGAINST 10 funds |
| UIPATH INC. | June 26, 2025 | To approve, on a non-binding, advisory basis, the compensation paid to our named executive officers ("say-on-pay vote"). Say-on-Pay |
Board | For | FOR 11 funds |
AGAINST 5 funds |
| ULTRA CLEAN HOLDINGS INC. | May 21, 2025 | Election of Directors: Ernest E. Maddock Director Elections |
Board | For | FOR 7 funds |
AGAINST 2 funds |
| UNIQURE N.V. | June 11, 2025 | Reappointment of Jeremy Springhorn, Ph.D. as non-executive director. Director Elections |
Board | For | FOR 3 funds |
AGAINST 2 funds |
| UNISYS CORP. | May 8, 2025 | Advisory vote to approve executive compensation. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 3 funds |
| UNITED PARKS & RESORTS INC. | June 13, 2025 | Approval of the United Parks & Resorts Inc., 2025 Omnibus Incentive Plan. Compensation |
Board | For | AGAINST 7 funds |
FOR 2 funds |
| UNITED PARKS & RESORTS INC. | June 13, 2025 | Approval of the director compensation limit set forth in the United Parks & Resorts Inc. 2025 Omnibus Incentive Plan. Compensation |
Board | For | AGAINST 7 funds |
FOR 2 funds |
| UNITED PARKS & RESORTS INC. | June 13, 2025 | To elect the ten director nominees: Kimberly Schaefer Director Elections |
Board | For | AGAINST 7 funds |
FOR 2 funds |
| UNITED STATES LIME & MINERALS INC. | May 2, 2025 | To approve on a non-binding advisory basis, the Company's executive compensation. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 6 funds |
| UNITEDHEALTH GROUP INC. | June 2, 2025 | Election of Directors: Timothy Flynn Director Elections |
Board | For | AGAINST 16 funds |
FOR 36 funds |
| UNITIL CORP. | April 30, 2025 | Election of Directors: David A. Whiteley Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 2 funds |
| UNIVERSAL HEALTH REALTY INCOME TRUST | June 11, 2025 | Election of Trustees: Rebecca A. Guzman Director Elections |
Board | For | FOR 4 funds |
AGAINST 2 funds |
| UNIVERSAL INSURANCE HOLDINGS INC. | June 12, 2025 | Election of twelve directors: Francis X. McCahill, III Director Elections |
Board | For | AGAINST 4 funds |
FOR 2 funds |
| UNIVERSAL LOGISTICS HOLDINGS INC. | April 23, 2025 | To approve the conversion of the Company to a Nevada corporation. Extraordinary Transactions |
Board | For | AGAINST 4 funds |
FOR 1 fund |
| UNIVERSAL STAINLESS & ALLOY PRODS. INC. | January 15, 2025 | To approve, on an advisory (non-binding) basis, the compensation that may be paid or become payable to Universal'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 3 funds |
AGAINST 4 funds |
| UPSTART HOLDINGS INC. | May 23, 2025 | The approval, on an advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 7 funds |
| UROGEN PHARMA LTD | August 6, 2024 | To approve, on an advisory basis, the compensation of the Company's named executive officers, as disclosed in the Company's proxy statement for the Annual Meeting. Say-on-Pay |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| V.F. CORP. | July 23, 2024 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | FOR 14 funds |
AGAINST 8 funds |
| VAIL RESORTS INC. | December 5, 2024 | Election of Directors: Iris Knobloch Director Elections |
Board | For | FOR 14 funds |
AGAINST 3 funds |
| VALHI INC. | May 22, 2025 | Nonbinding advisory vote approving named executive officer compensation. Say-on-Pay |
Board | For | FOR 4 funds |
AGAINST 2 funds |
| VALVOLINE INC. | January 28, 2025 | Non-binding Advisory Resolution Approving our Executive Compensation. Say-on-Pay |
Board | For | FOR 12 funds |
AGAINST 14 funds |
| VARONIS SYSTEMS INC. | June 5, 2025 | To approve additional shares for issuance under the Amended and Restated Varonis Systems, Inc. 2023 Omnibus Equity Incentive Plan. Compensation |
Board | For | AGAINST 6 funds |
FOR 2 funds |
| VARONIS SYSTEMS INC. | June 5, 2025 | To approve, on a non-binding, advisory basis, the executive compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 5 funds |
| VERA THERAPEUTICS INC. | May 14, 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 3 funds |
| VERASTEM INC. | May 22, 2025 | To approve an advisory vote on the compensation of the named executive officers. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 3 funds |
| VERICEL CORP. | April 30, 2025 | To approve, on an advisory basis, the compensation of Vericel Corporation's named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 15 funds |
| VERRICA PHARMACEUTICALS INC. | June 5, 2025 | 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 2 funds |
AGAINST 2 funds |
| VERVE THERAPEUTICS INC. | June 5, 2025 | Approval, on an advisory basis, of the compensation paid to our named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 4 funds |
| VICTORY CAPITAL HOLDINGS INC. | May 7, 2025 | A non-binding advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 6 funds |
| VIPER ENERGY INC. | May 20, 2025 | The approval, on an advisory basis, of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 3 funds |
| VIRIDIAN THERAPEUTICS INC. | June 20, 2025 | To approve a further amendment and restatement of the Company's Amended and Restated 2016 Equity Incentive Plan, including increasing the number of shares available for issuance thereunder by 8,000,000 shares. Compensation |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| VIRIDIAN THERAPEUTICS INC. | June 20, 2025 | To approve, on an advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 4 funds |
| VISTA OUTDOOR INC. | August 23, 2024 | Election of Directors: Gerard Gibbons Director Elections |
Board | For | AGAINST 7 funds |
FOR 2 funds |
| VITAL ENERGY INC. | May 22, 2025 | To elect the three Class III directors for a three-year term: Frances Powell Hawes Director Elections |
Board | For | FOR 7 funds |
AGAINST 2 funds |
| VOYAGER THERAPEUTICS INC. | June 3, 2025 | To approve the Voyager Therapeutics, Inc. 2025 Stock Incentive Plan. Compensation |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| VOYAGER THERAPEUTICS INC. | June 3, 2025 | To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 3 funds |
| VULCAN MAT | May 9, 2025 | Election of Directors: David P. Steiner Director Elections |
Board | Not determined | FOR 14 funds |
AGAINST 15 funds |
| VUZIX CORP. | June 17, 2025 | To conduct a non-binding advisory vote on the compensation disclosed in the Proxy Statement of the Company's executive officers who are named in the Proxy Statement Summary Compensation Table. Say-on-Pay |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| W&T OFFSHORE INC. | June 3, 2025 | To approve, on an advisory basis, the compensation of the Company's named executive officers, as disclosed in the Proxy Statement pursuant to Item 402 of Regulation S-K. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 3 funds |
| W. R. BERKLEY CORP. | June 11, 2025 | Election of Directors: Ronald E. Blaylock Director Elections |
Board | For | FOR 13 funds |
AGAINST 15 funds |
| WASHINGTON TRUST BANCORP INC. | April 22, 2025 | A non-binding advisory resolution to approve the compensation of the Corporation's named executive officers. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 6 funds |
| WATERS CORP. | May 22, 2025 | To approve, on a non-binding, advisory basis, the compensation of the Company's executive officers. Say-on-Pay |
Board | For | FOR 16 funds |
AGAINST 20 funds |
| WATSCO INC. | June 2, 2025 | Approval of the advisory resolution regarding the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 16 funds |
AGAINST 12 funds |
| WAVE LIFE SCIENCES LTD. | August 6, 2024 | To approve, by a non-binding advisory vote, the compensation of our named executive officers as disclosed in the proxy statement Say-on-Pay |
Board | For | FOR 4 funds |
AGAINST 3 funds |
| WEBTOON ENTERTAINMENT INC. | June 4, 2025 | Election of Director: Nancy Dubuc (Class I) Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 1 fund |
| WESCO INTE | May 22, 2025 | Approve, on an advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | Not determined | FOR 15 funds |
AGAINST 15 funds |
| WESTERN DIGITAL CORP. | November 20, 2024 | Approval on an advisory basis of the named executive officer compensation disclosed in the Proxy Statement. Say-on-Pay |
Board | For | FOR 14 funds |
AGAINST 19 funds |
| WEYCO GROUP INC. | May 6, 2025 | Advisory vote on the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 3 funds |
| WHITE MOUN | May 22, 2025 | Election of Class I Directors to a term ending in 2028: Suzanne F. Shank Director Elections |
Board | Not determined | FOR 8 funds |
AGAINST 2 funds |
| WIDEOPENWEST INC. | May 8, 2025 | Approve, by non-binding advisory vote, the Company's executive compensation. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 3 funds |
| WIDEOPENWEST INC. | May 8, 2025 | Election of Directors: Daniel Kilpatrick Director Elections |
Board | For | AGAINST 7 funds |
FOR 1 fund |
| WILLIAMS-SONOMA INC. | June 11, 2025 | Election of directors: William Ready Director Elections |
Board | For | AGAINST 15 funds |
FOR 15 funds |
| WINMARK CORP. | April 23, 2025 | Advisory vote to approve executive compensation. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 7 funds |
| WK KELLOGG CO | May 1, 2025 | A non-binding advisory vote to approve the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 7 funds |
| WM TECHNOLOGY INC. | June 24, 2025 | Non-binding advisory vote to Approve The Compensation Of Our Named Executive Officers For The Year Ended December 31, 2024. Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 2 funds |
| WOLVERINE WORLD WIDE INC. | May 1, 2025 | Election of Directors: Jeffrey M. Boromisa Director Elections |
Board | For | FOR 7 funds |
AGAINST 3 funds |
| WORTHINGTON ENTERPRISES INC. | September 24, 2024 | Approve the Worthington Enterprises, Inc. 2024 Long-Term Incentive Plan. Compensation |
Board | For | AGAINST 7 funds |
FOR 6 funds |
| WORTHINGTON STEEL INC | September 25, 2024 | Approve, on an advisory basis, a resolution to approve the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 5 funds |
| XENCOR INC. | June 12, 2025 | To approve the proposed amendment and restatement of the Company's 2023 Equity Incentive Plan to increase the number of authorized shares reserved for issuance thereunder by 3,000,000 shares. Compensation |
Board | For | FOR 4 funds |
AGAINST 3 funds |
| XENCOR INC. | June 12, 2025 | To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers, as disclosed in the accompanying Proxy Statement. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 6 funds |
| XENON PHARMACEUTICALS INC. | June 4, 2025 | To approve, on an advisory basis, the compensation of the Corporation's named executive officers; Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 8 funds |
| XERIS BIOPHARMA HOLDINGS INC. | June 4, 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 3 funds |
| ZETA GLOBAL HOLDINGS CORP. | June 9, 2025 | Election of Directors: Jene Elzie Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 1 fund |
| ZIPRECRUITER INC. | June 10, 2025 | To approve, on an advisory basis, the compensation of the Company's Named Executive Officers. Say-on-Pay |
Board | For | FOR 4 funds |
AGAINST 4 funds |
← Previous Page 10 of 10
How items are matched and positions counted: see the comparison table and the methodology. Built November 1, 2026 from SEC Form N-PX filings.