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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 itemsSame DifferSplit (not in %)Same position Fund-level
All ballot items 14,96013,7471,096 11792.6%92.3%
Board proposals 13,98012,906999 7592.8%92.6%
E&S shareholder proposals 2342108 1696.3%94.3%
Other items 74663189 2687.6%86.3%

Where they did not vote alike

Everything Voted differently Split votes

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

117 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.

CompanyMeetingProposalOn the ballot from Board recommendedCharles SchwabInvesco
ALPHABET INC. June 6, 2025 Stockholder proposal regarding a request to cease CEI participation
Shareholder Rights and Defenses
Shareholder (E&S) Against AGAINST
14 funds
Split
3 FOR, 42 AGAINST
AMAZON.COM May 21, 2025 SHAREHOLDER PROPOSAL REQUESTING A REPORT ON PACKAGING MATERIALS
Environment or Climate
Shareholder (E&S) Against AGAINST
14 funds
Split
24 FOR, 19 AGAINST
APPLE INC. February 25, 2025 A shareholder proposal entitled "Report on Ethical AI Data Acquisition and Usage"
Human Rights or Human Capital/workforce
Shareholder (E&S) Against AGAINST
15 funds
Split
2 FOR, 41 AGAINST
APPLE INC. February 25, 2025 A shareholder proposal entitled "Request to Cease DEI Efforts"
Environment or Climate
Shareholder (E&S) Against AGAINST
15 funds
Split
37 AGAINST, 6 ABSTAIN
CAESARS ENTERTAINMENT INC. June 10, 2025 SHAREHOLDER PROPOSAL: A SHAREHOLDER PROPOSAL REGARDING ADOPTION OF A SMOKEFREE POLICY FOR CAESARS ENTERTAINMENT PROPERTIES.
Other Social Issues
Shareholder (E&S) Against AGAINST
14 funds
Split
3 FOR, 10 AGAINST
CINTAS CORP. October 29, 2024 A shareholder proposal regarding political disclosure, if properly presented at the meeting.
Other Social Issues
Shareholder (E&S) Against FOR
13 funds
Split
2 FOR, 23 AGAINST
COSTAR GROUP June 26, 2025 Stockholder proposal regarding support for transparency in political spending, if properly presented.
Other Social Issues
Shareholder (E&S) Against AGAINST
14 funds
Split
10 FOR, 4 AGAINST
GENERAL MILLS INC. September 24, 2024 Shareholder Proposal - Disclosure of Regenerative Agriculture Practices Within Supply Chain.
Environment or Climate
Shareholder (E&S) Against AGAINST
13 funds
Split
1 FOR, 12 AGAINST
GENERAL MILLS INC. September 24, 2024 Shareholder Proposal - Plastic Packaging.
Environment or Climate
Shareholder (E&S) Against AGAINST
13 funds
Split
1 FOR, 12 AGAINST
GILEAD SCIENCES INC. May 7, 2025 To vote on a stockholder proposal requesting a comprehensive human rights policy and human rights due diligence process, if properly presented at the Annual Meeting.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against FOR
13 funds
Split
1 FOR, 23 AGAINST
META PLATFORMS INC. May 28, 2025 A shareholder proposal regarding report on data collection and advertising practices.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against AGAINST
14 funds
Split
32 FOR, 22 AGAINST
META PLATFORMS INC. May 28, 2025 A shareholder proposal regarding report on hate targeting marginalized communities.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against AGAINST
14 funds
Split
34 FOR, 20 AGAINST
OLD DOMINION FREIGHT LINE INC. May 21, 2025 Shareholder proposal regarding emission reduction targets.
Environment or Climate
Shareholder (E&S) Against AGAINST
13 funds
Split
1 FOR, 17 AGAINST
VISA INC. January 28, 2025 Shareholder proposal on gender-based compensation gaps and associated risks.
Environment or Climate
Shareholder (E&S) Against AGAINST
15 funds
Split
2 FOR, 30 AGAINST
VISA INC. January 28, 2025 Shareholder proposal on transparency in lobbying.
Other Social Issues
Shareholder (E&S) Against AGAINST
15 funds
Split
2 FOR, 30 AGAINST
VISA INC. January 28, 2025 Shareholder proposal requesting a report on policy on merchant category codes.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against AGAINST
15 funds
Split
2 FOR, 30 AGAINST
AKAMAI TECHNOLOGIES INC. May 14, 2025 To adjourn the Annual Meeting to a later date or dates, if necessary, to solicit additional proxies to establish a quorum or if there are insufficient votes to adopt any proposal (other than Proposal 8).
Corporate Governance
Other For FOR
13 funds
Split
3 FOR, 9 AGAINST
ALPHABET INC. June 6, 2025 Stockholder proposal regarding equal shareholder voting
Shareholder Rights and Defenses
Other Against FOR
14 funds
Split
42 FOR, 3 AGAINST
ANNALY CAP May 14, 2025 Advisory stockholder proposal to adopt the right to act by written consent.
Corporate Governance
Other Not determined AGAINST
12 funds
Split
1 FOR, 2 AGAINST
ANSYS INC. June 27, 2025 Stockholder Proposal Requesting Support for Shareholder Right to Act by Written Consent, if Properly Presented
Corporate Governance
Other Against AGAINST
13 funds
Split
11 FOR, 4 AGAINST
CAPITAL ONE FINANCIAL CORP. May 8, 2025 Stockholder proposal to require a shareholder vote on golden parachute arrangements.
Corporate Governance
Other Against AGAINST
12 funds
Split
19 FOR, 1 AGAINST
COOPER COMPANIES INC. April 2, 2025 Approve an amendment to our Second Restated Certificate of Incorporation to provide for the exculpation of officers.
Director Elections
Other For FOR
13 funds
Split
19 FOR, 4 AGAINST
CUMMINS INC. May 13, 2025 The shareholder proposal regarding an independent Chairman of the Board.
Corporate Governance
Other Against AGAINST
13 funds
Split
1 FOR, 17 AGAINST
DELTA AIR LINES INC. June 19, 2025 A shareholder proposal requesting the ability for shareholders to act by written consent.
Corporate Governance
Other Against AGAINST
13 funds
Split
12 FOR, 4 AGAINST
DOORDASH INC. June 24, 2025 The approval of an amendment to our amended and restated certificate of incorporation to reflect certain Delaware law provisions regarding officer exculpation.
Director Elections
Other For AGAINST
14 funds
Split
4 FOR, 23 AGAINST
DOVER CORP. May 2, 2025 To consider a shareholder proposal requesting an independent board chair.
Corporate Governance
Other Against AGAINST
13 funds
Split
12 FOR, 4 AGAINST
ECOLAB May 8, 2025 Approve amendment to the Ecolab Inc. Restated Certificate of Incorporation to limit the liability of certain officers as permitted by Delaware law.
Corporate Governance
Other For FOR
13 funds
Split
21 FOR, 1 AGAINST
EPAM SYSTEMS INC. May 22, 2025 To hold an advisory vote on a stockholder proposal relating to a simple majority vote.
Corporate Governance
Other Against AGAINST
15 funds
Split
3 FOR, 12 AGAINST
FORTINET INC. June 13, 2025 Stockholder proposal to amend Fortinet's governing documents to require that two separate individuals hold the office of the Chairman of the Board of Directors and the office of the Chief Executive Officer.
Corporate Governance
Other Against AGAINST
13 funds
Split
16 FOR, 5 AGAINST
HCA HEALTHCARE INC. April 24, 2025 To approve an amendment to our amended and restated certificate of incorporation to provide for the exculpation of officers as permitted by Delaware law.
Director Elections
Other For FOR
14 funds
Split
1 FOR, 17 AGAINST
HONEYWELL INTERNATIONAL INC. May 20, 2025 Shareowner Proposal - Independent Board Chairman.
Corporate Governance
Other Against AGAINST
13 funds
Split
14 FOR, 4 AGAINST
ILLINOIS TOOL WORKS INC. May 2, 2025 A non-binding stockholder proposal, if properly presented at the meeting, for stockholder ratification of termination pay.
Compensation
Other Against AGAINST
14 funds
Split
1 FOR, 14 AGAINST
KRAFT HEINZ CO. May 8, 2025 Stockholder Proposal - Adopt policy on independent board chair, if properly presented.
Corporate Governance
Other Against AGAINST
12 funds
Split
12 FOR, 4 AGAINST
LOCKHEED MARTIN CORP. May 9, 2025 Stockholder Proposal Requesting Shareholder Approval Requirement for Excessive Golden Parachutes
Compensation
Other Against AGAINST
15 funds
Split
15 FOR, 5 AGAINST
META PLATFORMS INC. May 28, 2025 A shareholder proposal regarding disclosure of voting results based on class of shares.
Shareholder Rights and Defenses
Other Against FOR
14 funds
Split
38 FOR, 16 AGAINST
META PLATFORMS INC. May 28, 2025 A shareholder proposal regarding dual class capital structure.
Shareholder Rights and Defenses
Other Against FOR
14 funds
Split
51 FOR, 3 AGAINST
PACCAR INC April 29, 2025 Stockholder proposal regarding a shareholder vote on excessive golden parachutes
Say-on-Pay
Other Against AGAINST
12 funds
Split
12 FOR, 4 AGAINST
PRUDENTIAL FINANCIAL INC. May 13, 2025 Shareholder proposal regarding an Independent Board Chairman.
Corporate Governance
Other Against AGAINST
13 funds
Split
12 FOR, 5 AGAINST
T. ROWE PRICE GROUP INC. May 8, 2025 Consider a stockholder proposal for a shareholder approval requirement for excessive golden parachutes.
Compensation
Other Against AGAINST
14 funds
Split
10 FOR, 4 AGAINST
TEXAS INSTRUMENTS April 17, 2025 Stockholder proposal to permit a combined 10% of stockholders to call a special meeting.
Corporate Governance
Other Against AGAINST
15 funds
Split
30 FOR, 1 AGAINST
THE TRAVELERS COMPANIES, INC. May 21, 2025 Shareholder proposal relating to ratification of golden parachutes, if presented at the Annual Meeting of Shareholders.
Compensation
Other Against AGAINST
12 funds
Split
1 FOR, 16 AGAINST
TYSON FOODS INC. February 6, 2025 Shareholder proposal regarding the disaggregation of shareholder voting results.
Capital Structure
Other Against FOR
13 funds
Split
11 FOR, 5 AGAINST
ALNYLAM PHARMACEUTICALS INC. May 8, 2025 To approve, in a non-binding advisory vote, the compensation of Alnylam's named executive officers.
Say-on-Pay
Board For FOR
11 funds
Split
11 FOR, 1 AGAINST
ALPHABET INC. June 6, 2025 Election of ten directors: K. Ram Shriram
Director Elections
Board For FOR
14 funds
Split
43 FOR, 2 AGAINST
ALPHABET INC. June 6, 2025 Election of ten directors: L. John Doerr
Director Elections
Board For AGAINST
14 funds
Split
43 FOR, 2 AGAINST
ALPHABET INC. June 6, 2025 Election of ten directors: Robin L. Washington
Director Elections
Board For FOR
14 funds
Split
43 FOR, 2 AGAINST
AMERICAN HEALTHCARE REIT INC. June 25, 2025 To approve, on an advisory (non-binding) basis, the compensation paid to our named executive officers for the year ended December 31, 2024.
Say-on-Pay
Board For FOR
11 funds
Split
10 FOR, 4 AGAINST
AMERICAN HOMES 4 RENT May 7, 2025 Advisory Vote to Approve American Homes 4 Rent's Named Executive Officer Compensation.
Say-on-Pay
Board For FOR
16 funds
Split
13 FOR, 3 AGAINST
AMPHENOL CORP. May 15, 2025 Advisory vote to approve compensation of named executive officers
Shareholder Rights and Defenses
Board For FOR
17 funds
Split
28 FOR, 1 AGAINST
ARCHROCK INC. April 24, 2025 Advisory, non-binding vote to approve the compensation provided to our Named Executive Officers for 2024
Say-on-Pay
Board For FOR
9 funds
Split
13 FOR, 1 AGAINST
ARES MANAGEMENT CORP. June 6, 2025 Election of Directors: Michael J Arougheti
Director Elections
Board For FOR
11 funds
Split
7 FOR, 2 AGAINST
ATMOS ENERGY CORP. February 5, 2025 ELECTION OF DIRECTORS: Richard A. Sampson
Director Elections
Board For FOR
13 funds
Split
1 FOR, 16 AGAINST
AVANTOR INC. May 8, 2025 Election of Directors: Dame Louise Makin
Director Elections
Board For FOR
11 funds
Split
1 FOR, 5 AGAINST
AVANTOR INC. May 8, 2025 Election of Directors: Gregory Summe
Director Elections
Board For FOR
11 funds
Split
1 FOR, 5 AGAINST
AVANTOR INC. May 8, 2025 Election of Directors: John Carethers
Director Elections
Board For FOR
11 funds
Split
1 FOR, 5 AGAINST
AVANTOR INC. May 8, 2025 Election of Directors: Jonathan Peacock
Director Elections
Board For FOR
11 funds
Split
1 FOR, 5 AGAINST
AVANTOR INC. May 8, 2025 Election of Directors: Joseph Massaro
Director Elections
Board For FOR
11 funds
Split
1 FOR, 5 AGAINST
AVANTOR INC. May 8, 2025 Election of Directors: Juan Andres
Director Elections
Board For FOR
11 funds
Split
1 FOR, 5 AGAINST
AVANTOR INC. May 8, 2025 Election of Directors: Lan Kang
Director Elections
Board For FOR
11 funds
Split
1 FOR, 5 AGAINST
AVANTOR INC. May 8, 2025 Election of Directors: Mala Murthy
Director Elections
Board For FOR
11 funds
Split
1 FOR, 5 AGAINST
AVANTOR INC. May 8, 2025 Election of Directors: Michael Severino
Director Elections
Board For FOR
11 funds
Split
1 FOR, 5 AGAINST
AVANTOR INC. May 8, 2025 Election of Directors: Michael Stubblefield
Director Elections
Board For FOR
11 funds
Split
1 FOR, 5 AGAINST
BANK OF AMERICA CORP. April 22, 2025 Approving our executive compensation (an advisory, non-binding "Say on Pay" resolution)
Say-on-Pay
Board For FOR
16 funds
Split
32 FOR, 2 AGAINST
BURFORD CAPITAL LIMITED May 14, 2025 TO APPROVE, ON AN ADVISORY BASIS, THE COMPENSATION OF THE COMPANY'S NAMED EXECUTIVE OFFICERS AS DISCLOSED IN THE PROXY STATEMENT FOR THE 2025 ANNUAL GENERAL MEETING OF SHAREHOLDERS UNDER "EXECUTIVE COMPENSATION", INCLUDING THE COMPENSATION DISCUSSION AND ANALYSIS, THE COMPENSATION TABLES AND THE RELATED NARRATIVE DISCUSSION INCLUDED THEREIN ("SAY-ON-PAY")
Say-on-Pay
Board For AGAINST
4 funds
Split
5 AGAINST, 1 ABSTAIN
CARLISLE C April 30, 2025 To approve, on an advisory basis, the Company's named executive officer compensation in 2024.
Say-on-Pay
Board Not determined FOR
15 funds
Split
15 FOR, 4 AGAINST
CITIZENS FINANCIAL GROUP INC. April 24, 2025 Advisory Vote on Executive Compensation.
Say-on-Pay
Board For AGAINST
15 funds
Split
22 FOR, 6 AGAINST
COHERENT CORP. November 14, 2024 Approval of the Amendment and Restatement of the Coherent Corp. Omnibus Incentive Plan.
Compensation
Board For FOR
11 funds
Split
16 FOR, 5 AGAINST
DOMINO'S PIZZA INC. April 23, 2025 Advisory vote to approve the compensation of the named executive officers of the Company.
Say-on-Pay
Board For FOR
15 funds
Split
16 FOR, 1 AGAINST
DOORDASH INC. June 24, 2025 The election of the following director nominee(s): John Doerr
Director Elections
Board For AGAINST
14 funds
Split
4 FOR, 23 AGAINST
DOVER CORP. May 2, 2025 To approve, on an advisory basis, named executive officer compensation.
Say-on-Pay
Board For FOR
15 funds
Split
13 FOR, 7 AGAINST
EAGLE MATE August 1, 2024 Election of Directors: Rick Beckwitt
Director Elections
Board Not determined FOR
12 funds
Split
1 FOR, 10 AGAINST
EXXON MOBIL CORP. May 28, 2025 Advisory Vote to Approve Executive Compensation
Say-on-Pay
Board For FOR
16 funds
Split
37 FOR, 2 AGAINST
FEDEX CORP. September 23, 2024 Advisory vote to approve named executive officer compensation.
Say-on-Pay
Board For FOR
15 funds
Split
23 FOR, 7 AGAINST
FORD MOTOR CO. May 8, 2025 Election of Directors: William E. Kennard
Director Elections
Board For AGAINST
13 funds
Split
4 FOR, 8 AGAINST
FORTUNE BRANDS INNOVATIONS INC. May 14, 2025 Advisory vote to approve named executive officer compensation.
Say-on-Pay
Board For FOR
13 funds
Split
9 FOR, 3 AGAINST
GOLDMAN SACHS GROUP INC. April 23, 2025 Advisory Vote to Approve Executive Compensation (Say on Pay)
Diversity, Equity, and Inclusion
Board For FOR
17 funds
Split
4 FOR, 35 AGAINST
HARMONIC INC. June 12, 2025 To approve, on an advisory basis, the compensation of the named executive officers.
Say-on-Pay
Board For FOR
6 funds
Split
8 FOR, 1 AGAINST
HCA HEALTHCARE INC. April 24, 2025 Advisory vote to approve named executive officer compensation.
Corporate Governance
Board For FOR
16 funds
Split
23 FOR, 4 AGAINST
HEALTHEQUITY INC. June 26, 2025 To approve, on a non-binding, advisory basis, the fiscal 2025 compensation paid to our named executive officers.
Say-on-Pay
Board For FOR
14 funds
Split
14 FOR, 3 AGAINST
HESS CORP. May 14, 2025 Advisory approval of the compensation of our named executive officers.
Say-on-Pay
Board For FOR
15 funds
Split
23 FOR, 1 AGAINST
HUBBELL INC. May 6, 2025 To approve, by advisory vote, the compensation of our Named Executive Officers as presented in the 2025 Proxy Statement.
Say-on-Pay
Board For FOR
15 funds
Split
3 FOR, 29 AGAINST
IDEX CORP. May 8, 2025 Advisory vote to approve named executive officer compensation.
Say-on-Pay
Board For FOR
17 funds
Split
12 FOR, 7 AGAINST
IHEARTMEDIA INC. May 13, 2025 The approval, on an advisory (non-binding) basis, of the compensation of our named executive officers.
Say-on-Pay
Board For AGAINST
8 funds
Split
7 FOR, 2 AGAINST
JOHNSON CONTROLS INTERNATIONAL PLC March 12, 2025 To approve, in a non-binding advisory vote, the compensation of the named executive officers.
Say-on-Pay
Board For FOR
15 funds
Split
31 FOR, 10 AGAINST
LAM RESEARCH CORP. November 5, 2024 Election of Directors: Bethany J. Mayer
Director Elections
Board For FOR
12 funds
Split
29 FOR, 4 AGAINST
LINDE PLC July 30, 2024 Election of Directors: Dr. Thomas Enders
Director Elections
Board For FOR
14 funds
Split
2 FOR, 24 AGAINST
LINDE PLC July 30, 2024 Election of Directors: Joe Kaeser
Director Elections
Board For FOR
14 funds
Split
2 FOR, 24 AGAINST
LULULEMON ATHLETICA INC. June 11, 2025 To approve, on an advisory basis, the compensation of the Company's named executive officers.
Say-on-Pay
Board For FOR
13 funds
Split
24 FOR, 1 AGAINST
MARATHON OIL CORP. August 29, 2024 To approve, by a non-binding advisory vote, certain compensation that may be paid or become payable to Marathon Oil's named executive officers that is based on or otherwise relates to the merger contemplated by the merger agreement.
Say-on-Pay
Board For FOR
16 funds
Split
22 FOR, 12 AGAINST
MASTEC INC. May 22, 2025 Approval of a non-binding advisory resolution regarding the compensation of our named executive officers.
Say-on-Pay
Board For FOR
13 funds
Split
10 FOR, 2 AGAINST
MEDPACE HOLDINGS INC. May 16, 2025 To approve, on an advisory basis, the compensation of our named executive officers as disclosed in the proxy statement for the 2025 Annual Meeting.
Say-on-Pay
Board For FOR
14 funds
Split
11 FOR, 1 AGAINST
META PLATFORMS INC. May 28, 2025 To approve, on a non-binding advisory basis, the compensation program for Meta Platforms, Inc.'s named executive officers as disclosed in Meta Platforms, Inc.'s proxy statement.
Say-on-Pay
Board For FOR
17 funds
Split
4 FOR, 64 AGAINST
NETFLIX INC. June 5, 2025 Advisory approval of named executive officer compensation.
Say-on-Pay
Board For FOR
16 funds
Split
36 FOR, 6 AGAINST
NVIDIA CORP. June 25, 2025 Election of Directors: Aarti Shah
Director Elections
Board For AGAINST
16 funds
Split
49 FOR, 2 AGAINST
OUTFRONT MEDIA INC. June 3, 2025 Election of Director Nominees: Susan M. Tolson
Director Elections
Board For FOR
9 funds
Split
4 FOR, 8 AGAINST
PARKER-HANNIFIN CORP. October 23, 2024 Approval of, on a non-binding, advisory basis, the compensation of our Named Executive Officers.
Say-on-Pay
Board For FOR
17 funds
Split
33 FOR, 7 AGAINST
SOLAREDGE TECHNOLOGIES INC. June 3, 2025 Approval of, on an advisory and non-binding basis, the compensation of our named executive officers (the "Say-on-Pay" vote).
Say-on-Pay
Board For FOR
7 funds
Split
6 FOR, 2 AGAINST
STEPSTONE GROUP INC September 10, 2024 To approve, for purposes of complying with Nasdaq Listing Rule 5635, the issuance of shares of the Company's Class A common stock pursuant to the terms of the Option Agreement, dated November 2, 2022, between the Company and the other parties thereto.
Capital Structure
Board For AGAINST
7 funds
Split
2 FOR, 4 AGAINST
TARSUS PHARMACEUTICALS INC. June 12, 2025 To hold an advisory vote to approve, on a non-binding basis, named executive officer compensation.
Say-on-Pay
Board For FOR
5 funds
Split
5 FOR, 2 AGAINST
TE CONNECTIVITY PLC March 12, 2025 An advisory vote to approve named executive officer compensation.
Say-on-Pay
Board For FOR
14 funds
Split
23 FOR, 2 AGAINST

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← All 20 managers, 2024-2025

How items are matched and positions counted: see the comparison table and the methodology. Built October 13, 2026 from SEC Form N-PX filings.