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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

115 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
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

← 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.