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Charles Schwab vs Invesco: how alike they voted, 2024-2025

92.6% When both took a single position, they voted the same way on 92.6% of 14,843 items (13,747 the same, 1,096 different). 117 items where at least one of them split its funds are listed separately below. Both voted on 14,960 items in all.

Charles Schwab 2024-2025 · Invesco 2024-2025 · Download the item list (CSV)

By who put the item on the ballot. “Same position” = Same / (Same + Differ); split items are not in it. “Fund-level” is a second view over all common items: the chance that a fund of each manager, picked at random, voted the same way, which gives partial credit where a manager split.
	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%

Where they did not vote alike

Everything Voted differently Split votes

All ballot items Board proposals E&S shareholder proposals Other items

8 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
AMAZON.COM	May 21, 2025	SHAREHOLDER PROPOSAL REQUESTING A REPORT ON WAREHOUSE WORKING CONDITIONS Human Rights or Human Capital/workforce	Shareholder (E&S)	Against	FOR 14 funds	AGAINST 43 funds
CHARTER COMMUNICATIONS INC.	April 22, 2025	Stockholder proposal regarding political expenditures report. Other Social Issues	Shareholder (E&S)	Against	FOR 13 funds	AGAINST 19 funds
CROWN HOLDINGS INC.	May 1, 2025	Consideration of a Shareholder proposal regarding transparency in political spending. Other Social Issues	Shareholder (E&S)	Against	FOR 12 funds	AGAINST 6 funds
DEERE & CO.	February 26, 2025	Shareholder proposal on a civil rights audit Diversity, Equity, and Inclusion	Shareholder (E&S)	Against	AGAINST 12 funds	FOR 13 funds
DRAFTKINGS INC.	May 19, 2025	To consider a shareholder proposal regarding board matrix disclosure. Corporate Governance	Shareholder (E&S)	Against	AGAINST 9 funds	FOR 5 funds
PLANET FITNESS INC.	May 6, 2025	Stockholder proposal regarding EEO-1 report disclosure policy. Human Rights or Human Capital/workforce	Shareholder (E&S)	None	AGAINST 12 funds	ABSTAIN 8 funds
SKYWEST INC.	May 6, 2025	A shareholder proposal regarding collective bargaining policy. Human Rights or Human Capital/workforce	Shareholder (E&S)	Against	AGAINST 8 funds	FOR 5 funds
SONOCO PRODUCTS CO.	April 16, 2025	Advisory (non-binding) shareholder proposal regarding transparency in political spending. Other Social Issues	Shareholder (E&S)	Against	AGAINST 11 funds	FOR 7 funds

← All 20 managers, 2024-2025

How items are matched and positions counted: see the comparison table and the methodology. Built October 18, 2026 from SEC Form N-PX filings.