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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

24 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
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
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

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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.