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
1,096 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 |
|---|---|---|---|---|---|---|
| INVESCO LTD. | May 23, 2025 | Election of Directors: Sarah E. Beshar Director Elections |
Board | For | FOR 14 funds |
ABSTAIN 11 funds |
| INVESCO LTD. | May 23, 2025 | Election of Directors: Sir Nigel Sheinwald Director Elections |
Board | For | FOR 14 funds |
ABSTAIN 11 funds |
| INVESCO LTD. | May 23, 2025 | Election of Directors: Thomas M. Finke Director Elections |
Board | For | FOR 14 funds |
ABSTAIN 11 funds |
| INVESCO LTD. | May 23, 2025 | Election of Directors: Thomas P. Gibbons Director Elections |
Board | For | FOR 14 funds |
ABSTAIN 11 funds |
| INVESCO LTD. | May 23, 2025 | Election of Directors: William F. Glavin, Jr. Director Elections |
Board | For | FOR 14 funds |
ABSTAIN 11 funds |
| IONIS PHARMACEUTICALS INC. | June 5, 2025 | Election of Directors: Joseph Loscalzo Director Elections |
Board | For | FOR 9 funds |
AGAINST 4 funds |
| IPG PHOTONICS CORP. | May 20, 2025 | Election of Directors: Natalia Pavlova Director Elections |
Board | For | FOR 8 funds |
AGAINST 3 funds |
| IROBOT CORP. | May 16, 2025 | Approve an amendment to the iRobot Corporation 2018 Stock Option and Incentive Plan, as amended (the "2018 Plan"), to increase the maximum number of shares reserved for issuance under the 2018 Plan. Compensation |
Board | For | AGAINST 7 funds |
FOR 1 fund |
| ITERIS INC. | October 22, 2024 | To approve, on a non binding, advisory basis, certain compensation that will or may become payable to Iteris, Inc.'s named executive officers in connection with the transactions contemplated by the Merger Agreement. Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 2 funds |
| ITT INC. | May 21, 2025 | Approval of a non-binding advisory vote on executive compensation Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 20 funds |
| J.JILL INC. | June 3, 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 3 funds |
| JACK IN TH | February 28, 2025 | Advisory Vote to Approve Executive Compensation. Say-on-Pay |
Board | Not determined | FOR 8 funds |
AGAINST 6 funds |
| JAMES RIVER GROUP HOLDINGS LTD. | October 24, 2024 | Election of Directors: Dennis J. Langwell Director Elections |
Board | For | AGAINST 7 funds |
FOR 1 fund |
| JAMES RIVER GROUP HOLDINGS LTD. | October 24, 2024 | Election of Directors: Ollie L. Sherman, Jr. Director Elections |
Board | For | AGAINST 7 funds |
FOR 1 fund |
| JAMES RIVER GROUP HOLDINGS LTD. | October 24, 2024 | Election of Directors: Peter B. Migliorato Director Elections |
Board | For | AGAINST 7 funds |
FOR 1 fund |
| JAMES RIVER GROUP HOLDINGS LTD. | October 24, 2024 | Election of Directors: Thomas L. Brown Director Elections |
Board | For | AGAINST 7 funds |
FOR 1 fund |
| JANUS INTE | June 16, 2025 | To approve, on a non-binding, advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | Not determined | AGAINST 8 funds |
FOR 5 funds |
| JOHN B. SANFILIPPO & SON INC. | October 30, 2024 | Advisory Vote to Approve Executive Compensation. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 7 funds |
| JOHN B. SANFILIPPO & SON INC. | October 30, 2024 | Election of Directors: Mercedes Romero Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 3 funds |
| JOHN B. SANFILIPPO & SON INC. | October 30, 2024 | Election of Directors: Pamela Forbes Lieberman Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 3 funds |
| JOINT CORP. | May 21, 2025 | Approval, on an advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 2 funds |
| JONES LANG LASALLE INC. | May 21, 2025 | Approval, on an advisory basis, of JLL's Executive Compensation ("Say On Pay") Say-on-Pay |
Board | For | FOR 17 funds |
AGAINST 15 funds |
| KALVISTA PHARMACEUTICALS INC. | October 3, 2024 | Approval, on a non-binding advisory basis, of the compensation paid by us to our named executive officers as disclosed in the Proxy Statement. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 2 funds |
| KENNEDY-WILSON HOLDINGS INC. | June 5, 2025 | Election of Directors: Stanley R. Zax Director Elections |
Board | For | AGAINST 8 funds |
FOR 1 fund |
| KENVUE INC. | May 22, 2025 | Election of Directors: Sarah Hofstetter Director Elections |
Board | For | FOR 15 funds |
AGAINST 13 funds |
| KILROY REALTY CORP. | May 20, 2025 | Approval, on an advisory basis, of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 12 funds |
AGAINST 9 funds |
| KINIKSA PHARMACEUTICAL INTERNATIONAL PLC | June 3, 2025 | To approve, on an advisory (non-binding) basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 4 funds |
| KIRBY CORP. | April 29, 2025 | Advisory vote on the approval of the compensation of Kirby's named executive officers. Say-on-Pay |
Board | For | FOR 14 funds |
AGAINST 7 funds |
| KIRBY CORP. | April 29, 2025 | Election of three Class III Directors: Anne-Marie N. Ainsworth Director Elections |
Board | For | FOR 11 funds |
AGAINST 3 funds |
| KKR REAL ESTATE FINANCE TRUST INC. | April 25, 2025 | Advisory vote to approve the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 6 funds |
| KLX ENERGY SERVICES HOLDINGS INC. | May 7, 2025 | To approve, on an advisory, non-binding basis, the compensation of the Company's named executive officers; Say-on-Pay |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| KODIAK SCIENCES INC. | June 2, 2025 | Approve, on an advisory basis, the compensation of Kodiak's named executive officers, as disclosed in the proxy statement. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 3 funds |
| KOHL'S CORP. | May 14, 2025 | To approve, by an advisory vote, the compensation of our Named Executive Officers. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 7 funds |
| KORN FERRY | September 25, 2024 | Election of Directors: Doyle N. Beneby Director Elections |
Board | For | FOR 8 funds |
AGAINST 7 funds |
| KOSMOS ENERGY LTD. | June 5, 2025 | Elect Class III Directors to 3-year term: Roy A. Franklin Director Elections |
Board | For | FOR 7 funds |
AGAINST 3 funds |
| KRONOS WORLDWIDE INC. | May 14, 2025 | Director Nominees: Cecil H. Moore, Jr. Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 1 fund |
| KRONOS WORLDWIDE INC. | May 14, 2025 | Nonbinding advisory vote approving named executive officer compensation. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 4 funds |
| KURA ONCOLOGY INC. | June 5, 2025 | Approval of an amendment to our Amended and Restated 2014 Equity Incentive Plan. Compensation |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| KURA ONCOLOGY INC. | June 5, 2025 | Approval, on an advisory basis, of the compensation of our named executive officers, as disclosed in the proxy statement. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 4 funds |
| KURA SUSHI USA INC. | January 23, 2025 | To approve, in a non-binding advisory vote, named executive officer compensation. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 3 funds |
| L3HARRIS T | April 18, 2025 | Approval, in an Advisory Vote, of the Compensation of Named Executive Officers as Disclosed in the Proxy Statement. Say-on-Pay |
Board | Not determined | FOR 15 funds |
AGAINST 20 funds |
| LAKELAND FINANCIAL CORP. | April 8, 2025 | ELECTION OF DIRECTORS: Bradley J. Toothaker Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 3 funds |
| LANTHEUS HOLDINGS INC. | May 1, 2025 | The election of four Class I directors to our Board of Directors: Mr. Samuel Leno Director Elections |
Board | For | FOR 8 funds |
AGAINST 11 funds |
| LANTRONIX INC. | November 5, 2024 | To approve, on a non-binding advisory basis, the compensation paid to our named executive officers as described in the proxy statement accompanying this notice. Say-on-Pay |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| LARIMAR THERAPEUTICS INC. | May 13, 2025 | Approval, on an Advisory Basis, of the Compensation of our Named Executive Officers in 2024 Say-on-Pay |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| LCNB CORP. | May 19, 2025 | Advisory vote approving the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 3 funds |
| LEGACY HOUSING CORP. | December 4, 2024 | Election of Directors: Curtis D. Hodgson Director Elections |
Board | For | AGAINST 4 funds |
FOR 1 fund |
| LEGACY HOUSING CORP. | December 4, 2024 | Election of Directors: Jeffrey K. Stouder Director Elections |
Board | For | AGAINST 4 funds |
FOR 1 fund |
| LEMAITRE VASCULAR INC. | June 2, 2025 | To approve, by a non-binding, advisory vote, the 2024 compensation paid to our named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 11 funds |
| LENNAR CORP. | April 9, 2025 | Approval, on an advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 14 funds |
FOR 27 funds |
| LENNAR CORP. | April 9, 2025 | Elect 10 directors to serve until the 2026 Annual Meeting of Stockholders: Amy Banse Director Elections |
Board | For | AGAINST 13 funds |
FOR 17 funds |
| LENNAR CORP. | April 9, 2025 | Elect 10 directors to serve until the 2026 Annual Meeting of Stockholders: Jeffrey Sonnenfeld Director Elections |
Board | For | AGAINST 13 funds |
FOR 17 funds |
| LENNAR CORP. | April 9, 2025 | Elect 10 directors to serve until the 2026 Annual Meeting of Stockholders: Teri P. McClure Director Elections |
Board | For | AGAINST 13 funds |
FOR 17 funds |
| LENNAR CORP. | April 9, 2025 | Elect 10 directors to serve until the 2026 Annual Meeting of Stockholders: Theron (Tig) Gilliam Director Elections |
Board | For | AGAINST 13 funds |
FOR 17 funds |
| LENNOX INTERNATIONAL INC. | May 22, 2025 | To conduct an advisory vote to approve the compensation of our named executive officers as disclosed in the Proxy Statement Say-on-Pay |
Board | For | FOR 17 funds |
AGAINST 28 funds |
| LEVI STRAU | April 23, 2025 | Advisory vote to approve executive compensation. Say-on-Pay |
Board | Not determined | FOR 7 funds |
AGAINST 4 funds |
| LEXICON PHARMACEUTICALS INC. | June 2, 2025 | Advisory vote to approve the compensation paid to the Company's named executive officers Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 3 funds |
| LIFETIME BRANDS INC. | June 18, 2025 | ELECTION OF DIRECTORS: Craig Phillips Director Elections |
Board | For | AGAINST 2 funds |
FOR 1 fund |
| LIFETIME BRANDS INC. | June 18, 2025 | ELECTION OF DIRECTORS: Michael Schnabel Director Elections |
Board | For | AGAINST 2 funds |
FOR 1 fund |
| LIGAND PHARMACEUTICALS INC. | June 6, 2025 | Approval, on an advisory basis, of the compensation of the named executive officers Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 10 funds |
| LINDBLAD EXPEDITIONS HOLDINGS INC. | June 4, 2025 | The approval, on an advisory basis, of the 2024 compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 3 funds |
| LINDE PLC | July 30, 2024 | Election of Directors: Dr. Victoria Ossadnik Director Elections |
Board | For | AGAINST 14 funds |
FOR 26 funds |
| LINEAGE INC. | June 18, 2025 | Advisory (non-binding) approval of the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 14 funds |
FOR 4 funds |
| LINEAGE INC. | June 18, 2025 | Election of Directors: Adam Forste Director Elections |
Board | For | FOR 13 funds |
AGAINST 1 fund |
| LINEAGE INC. | June 18, 2025 | Election of Directors: Kevin Marchetti Director Elections |
Board | For | FOR 13 funds |
AGAINST 1 fund |
| LIONS GATE ENTERTAINMENT CORP. | April 23, 2025 | Election of Directors: Hardwick Simmons Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 2 funds |
| LIONS GATE ENTERTAINMENT CORP. | April 23, 2025 | Election of Directors: Mark H. Rachesky, M.D. Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 2 funds |
| LIONS GATE ENTERTAINMENT CORP. | April 23, 2025 | Election of Directors: Michael T. Fries Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 2 funds |
| LIONS GATE ENTERTAINMENT CORP. | April 23, 2025 | Election of Directors: Yvette Ostolaza Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 2 funds |
| LIQUIDIA CORP. | June 17, 2025 | Election of Directors: Stephen Bloch Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 2 funds |
| LIQUIDITY SERVICES INC. | February 27, 2025 | Election of Directors: Edward J. Kolodzieski Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 3 funds |
| LITTELFUSE INC. | April 24, 2025 | Approve, on an advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 14 funds |
AGAINST 9 funds |
| LIVERAMP HOLDINGS INC. | August 13, 2024 | Approval of an increase in the number of shares available for issuance under the Company's Amended and Restated 2005 Equity Compensation Plan. Compensation |
Board | For | AGAINST 8 funds |
FOR 3 funds |
| LIVERAMP HOLDINGS INC. | August 13, 2024 | Election of Directors: John L. Battelle Director Elections |
Board | For | FOR 8 funds |
AGAINST 3 funds |
| LOEWS CORP. | May 13, 2025 | Election of Directors: Anthony Welters Director Elections |
Board | For | AGAINST 14 funds |
FOR 12 funds |
| LOUISIANA-PACIFIC CORP. | May 8, 2025 | Election of Class I Directors: Lizanne C. Gottung Director Elections |
Board | For | FOR 12 funds |
AGAINST 4 funds |
| LOVESAC CO. | June 10, 2025 | To provide advisory approval of the Company's fiscal 2025 compensation for its named executive officers. Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 3 funds |
| LSB INDUSTRIES INC. | May 15, 2025 | Election of Directors: Jonathan S. Bobb Director Elections |
Board | For | AGAINST 7 funds |
FOR 1 fund |
| M/I HOMES INC. | May 14, 2025 | Election of Directors: Nancy J. Kramer Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 4 funds |
| MACROGENICS INC. | May 21, 2025 | To approve the amendment to the MacroGenics, Inc. 2023 Equity Incentive Plan, as disclosed in the proxy materials. Compensation |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| MACROGENICS INC. | May 21, 2025 | To approve, on an advisory basis, the compensation of the Company's named executive officers as disclosed in the proxy materials. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 3 funds |
| MACY'S INC. | May 16, 2025 | Election of directors: Douglas W. Sesler Director Elections |
Board | For | FOR 8 funds |
AGAINST 3 funds |
| MACY'S INC. | May 16, 2025 | Election of directors: Marie Chandoha Director Elections |
Board | For | AGAINST 8 funds |
FOR 3 funds |
| MADISON SQUARE GARDEN SPORTS CORP. | December 4, 2024 | Approval of the Company's 2015 Stock Plan for Non-Employee Directors, as amended. Compensation |
Board | For | FOR 7 funds |
AGAINST 3 funds |
| MADISON SQUARE GARDEN SPORTS CORP. | June 10, 2025 | Approval of the redomestication of the Company to the State of Nevada by conversion. Extraordinary Transactions |
Board | For | AGAINST 7 funds |
FOR 3 funds |
| MADRIGAL PHARMACEUTICALS INC. | June 20, 2025 | Re-election of Class III directors: Julian Baker Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 3 funds |
| MAGNITE INC. | June 5, 2025 | Election of Directors: Robert F. Spillane Director Elections |
Board | For | FOR 4 funds |
AGAINST 3 funds |
| MALIBU BOATS INC. | October 23, 2024 | To approve the Company's 2024 Performance Incentive Plan. Compensation |
Board | For | FOR 6 funds |
AGAINST 1 fund |
| MALIBU BOATS INC. | October 23, 2024 | To approve, on a non-binding basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 4 funds |
| MAPLEBEAR INC. | May 22, 2025 | To elect the following Class II director nominees: Ravi Gupta Director Elections |
Board | For | FOR 11 funds |
WITHHOLD 6 funds |
| MARA HOLDINGS INC. | June 26, 2025 | Non-binding, advisory vote on the compensation of our Named Executive Officers ("Say-on-Pay"). Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 8 funds |
| MARAVAI LIFESCIENCES HOLDINGS INC. | May 22, 2025 | To elect four nominees to the Board of Directors (3-year term expiring in 2028): Jessica Hopfield, PhD Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| MARINEMAX INC. | February 21, 2025 | Election of Directors, each to serve for a three-year term expiring in 2028: Mercedes Romero Director Elections |
Board | For | FOR 7 funds |
AGAINST 2 funds |
| MASIMO CORP. | April 29, 2025 | An advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 10 funds |
| MASTERCRAFT BOAT HOLDINGS INC | October 22, 2024 | To approve the second amended and restated MasterCraft 2015 Incentive Award Plan. Compensation |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| MASTERCRAFT BOAT HOLDINGS INC | October 22, 2024 | To approve, on an advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 3 funds |
| MATADOR RESOURCES CO. | June 12, 2025 | Advisory vote to approve the compensation of the Company's named executive officers Say-on-Pay |
Board | For | FOR 17 funds |
AGAINST 12 funds |
| MATADOR RESOURCES CO. | June 12, 2025 | Election of Director Nominees: R. Gaines Baty Director Elections |
Board | For | FOR 15 funds |
AGAINST 6 funds |
| MATTERPORT INC. | July 26, 2024 | To approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to Matterport's named executive officers that is based on or otherwise relates to the transactions contemplated by the Merger Agreement (the "Transaction Related Compensation Proposal"). Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 5 funds |
| MAYVILLE E | April 22, 2025 | Advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | Not determined | FOR 3 funds |
AGAINST 3 funds |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 25, 2026 from SEC Form N-PX filings.