Home › Asset managers › Compare 2024-2025 › Charles Schwab vs WisdomTree
Charles Schwab 2024-2025 · WisdomTree 2024-2025 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 13,081 | 12,001 | 1,013 | 67 | 92.2% | 92.0% |
| Board proposals | 12,207 | 11,216 | 931 | 60 | 92.3% | 92.2% |
| E&S shareholder proposals | 228 | 213 | 10 | 5 | 95.5% | 95.4% |
| Other items | 646 | 572 | 72 | 2 | 88.8% | 88.8% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
1,080 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 | WisdomTree |
|---|---|---|---|---|---|---|
| ORTHOPEDIATRICS CORP. | May 23, 2025 | To approve, on an advisory basis, the resolution approving the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 1 fund |
| OSHKOSH CORP. | May 6, 2025 | Approval, by advisory vote, of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 12 funds |
AGAINST 3 funds |
| OWENS CORNING | April 15, 2025 | To approve, on an advisory basis, our named executive officer compensation. Say-on-Pay |
Board | For | FOR 13 funds |
AGAINST 6 funds |
| P10 INC. | June 12, 2025 | Election of Class I Directors: Edwin Poston Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 2 funds |
| PACIFIC BIOSCIENCES OF CALIFORNIA INC. | June 4, 2025 | To approve the amendment of our 2020 Equity Incentive Plan. Compensation |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| PACIRA BIOSCIENCES INC. | June 10, 2025 | Approval of our Amended and Restated 2011 Stock Incentive Plan. Compensation |
Board | For | FOR 8 funds |
AGAINST 1 fund |
| PACIRA BIOSCIENCES INC. | June 10, 2025 | Approval, on an advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 1 fund |
| PACKAGING CORPORATION OF AMERICA | May 7, 2025 | Election of Directors: Roger B. Porter Director Elections |
Board | For | FOR 15 funds |
AGAINST 7 funds |
| PAGERDUTY INC. | June 26, 2025 | To conduct an advisory, non-binding vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 2 funds |
| PALO ALTO NETWORKS INC. | December 10, 2024 | Election of Class I Directors: Right Honorable Sir John Key Director Elections |
Board | For | AGAINST 14 funds |
FOR 8 funds |
| PALO ALTO NETWORKS INC. | December 10, 2024 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 16 funds |
FOR 8 funds |
| PAPA JOHN'S INTERNATIONAL INC. | May 1, 2025 | Advisory approval of the Company's executive compensation. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 4 funds |
| PATTERSON- | June 5, 2025 | Approval, on an advisory basis, of Patterson-UTI's compensation of its named executive officers. Say-on-Pay |
Board | Not determined | AGAINST 10 funds |
FOR 5 funds |
| PAYCOM SOFTWARE INC. | May 5, 2025 | Election of Class III Directors: Chad Richison Director Elections |
Board | For | FOR 15 funds |
AGAINST 7 funds |
| PAYCOM SOFTWARE INC. | May 5, 2025 | Election of Class III Directors: Henry C. Duques Director Elections |
Board | For | FOR 15 funds |
AGAINST 7 funds |
| PAYCOR HCM INC. | October 23, 2024 | To approve, on an advisory and non-binding basis, the compensation of Paycor's named executive officers, as disclosed in the Proxy Statement. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 1 fund |
| PAYONEER GLOBAL INC. | June 16, 2025 | Non-binding advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 2 funds |
| PAYPAL HOLDINGS INC. | June 5, 2025 | Advisory Vote to Approve Named Executive Officer Compensation. Shareholder Rights and Defenses |
Board | For | FOR 16 funds |
AGAINST 7 funds |
| PAYPAL HOLDINGS INC. | June 5, 2025 | Approval of the PayPal Holdings, Inc. 2015 Equity Incentive Award Plan, as Amended and Restated. Compensation |
Board | For | FOR 14 funds |
AGAINST 7 funds |
| PBF ENERGY INC. | April 29, 2025 | Approval of the PBF Energy Inc. 2025 Equity Incentive Plan. Compensation |
Board | For | FOR 8 funds |
AGAINST 2 funds |
| PEAKSTONE REALTY TRUST | May 28, 2025 | Approve on an advisory (non-binding) basis, the compensation paid to the Company's Named Executive Officers as described in the proxy statement. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 2 funds |
| PEAPACK-GLADSTONE FINANCIAL CORP. | April 29, 2025 | Election of Directors: Edward A. Gramigna, Jr. Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 3 funds |
| PEBBLEBROOK HOTEL TRUST | May 23, 2025 | Election of Trustees: Bonny W. Simi Director Elections |
Board | For | FOR 9 funds |
AGAINST 1 fund |
| PEDIATRIX MEDICAL GROUP INC. | May 8, 2025 | Conduct an advisory vote regarding the compensation of our named executive officers for the 2024 fiscal year. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 1 fund |
| PEGASYSTEMS INC. | June 17, 2025 | To approve an amendment to our Restated Articles of Organization. Capital Structure |
Board | For | AGAINST 7 funds |
FOR 4 funds |
| PENSKE AUTOMOTIVE GROUP INC. | May 14, 2025 | Election of Directors: Greg Smith Director Elections |
Board | For | FOR 12 funds |
WITHHOLD 3 funds |
| PENSKE AUTOMOTIVE GROUP INC. | May 14, 2025 | Election of Directors: Robert Kurnick, Jr. Director Elections |
Board | For | FOR 12 funds |
WITHHOLD 3 funds |
| PEOPLES FINANCIAL SERVICES CORP. | May 9, 2025 | Proposal to approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 3 funds |
| PFIZER INC. | April 24, 2025 | 2025 advisory approval of executive compensation Say-on-Pay |
Board | For | AGAINST 16 funds |
FOR 6 funds |
| PHIBRO ANIMAL HEALTH CORP. | November 5, 2024 | Ratification of the selection of PricewaterhouseCoopers LLP as the Company's independent registered public accounting firm for the fiscal year ending June 30, 2025. Audit-related |
Board | For | AGAINST 5 funds |
FOR 2 funds |
| PHILIP MORRIS INTERNATIONAL INC. | May 7, 2025 | Advisory Vote Approving Executive Compensation Say-on-Pay |
Board | For | FOR 17 funds |
AGAINST 9 funds |
| PHOTRONICS INC. | April 2, 2025 | To approve by non-binding advisory vote, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 2 funds |
| May 22, 2025 | Approve, on a non-binding advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 13 funds |
AGAINST 5 funds |
|
| PIPER SANDLER COMPANIES | May 22, 2025 | Election of Directors: Jonathan J. Doyle Director Elections |
Board | For | FOR 7 funds |
AGAINST 5 funds |
| PLANET FITNESS INC. | May 6, 2025 | Approval, on an advisory basis, of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 13 funds |
AGAINST 1 fund |
| PLAYA HOTELS & RESORTS N V | April 17, 2025 | Non-binding advisory vote to approve the compensation that will or may become payable by the Company to its named executive officers in connection with the completion of the Offer Say-on-Pay |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| PLAYA HOTELS & RESORTS NV | April 17, 2025 | Appointment of directors: Conditional appointment of Felicity Black-Roberts as executive director of the Company Director Elections |
Board | For | FOR 3 funds |
AGAINST 1 fund |
| POOL CORP. | April 30, 2025 | Say-on-pay vote: 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 5 funds |
| POST HOLDINGS INC. | January 30, 2025 | Advisory approval of the Company's executive compensation. Say-on-Pay |
Board | For | AGAINST 13 funds |
FOR 3 funds |
| POSTAL REALTY TRUST INC | May 16, 2025 | Approval of advisory vote on 2024 executive compensation. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 3 funds |
| PPG INDUSTRIES INC. | April 17, 2025 | Election of Directors: Guillermo Novo Director Elections |
Board | For | AGAINST 14 funds |
FOR 9 funds |
| PRA GROUP INC. | June 17, 2025 | Election of Directors: Adrian M. Butler Director Elections |
Board | For | ABSTAIN 7 funds |
FOR 1 fund |
| PREFORMED LINE PRODUCTS CO. | May 13, 2025 | To approve the 2025 Incentive Plan Compensation |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| PRIMERICA INC. | May 14, 2025 | To consider an advisory vote on executive compensation (Say-on-Pay). Say-on-Pay |
Board | For | FOR 12 funds |
AGAINST 4 funds |
| PRIMERICA INC. | May 14, 2025 | To elect the following directors: Beatriz R. Perez Director Elections |
Board | For | AGAINST 11 funds |
FOR 4 funds |
| PRINCETON BANCORP INC. | April 22, 2025 | An advisory vote to approve named executive officer compensation; Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 2 funds |
| PROCORE TECHNOLOGIES INC. | June 5, 2025 | To approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 10 funds |
AGAINST 3 funds |
| PROGRESSIVE CORP. | May 9, 2025 | Election of Directors: Lawton W. Fitt Director Elections |
Board | For | FOR 17 funds |
AGAINST 7 funds |
| PROGYNY INC. | May 22, 2025 | Election of Directors: Norman Payson, M.D. Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 2 funds |
| PROS HOLDINGS INC. | May 8, 2025 | Non-binding advisory vote to approve executive officer compensation. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 2 funds |
| PROSPERITY BANCSHARES INC. | April 15, 2025 | Advisory approval of the compensation of the Company's named executive officers ("Say-On-Pay"). Say-on-Pay |
Board | For | FOR 14 funds |
AGAINST 4 funds |
| PTC INC. | February 12, 2025 | Advisory vote to approve the compensation of our named executive officers (say-on-pay). Say-on-Pay |
Board | For | FOR 16 funds |
AGAINST 6 funds |
| PUBMATIC INC. | May 30, 2025 | To approve, on a non-binding advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 2 funds |
| PULTEGROUP INC. | April 30, 2025 | Say-on-pay: Advisory vote to approve executive compensation. Say-on-Pay |
Board | For | FOR 14 funds |
AGAINST 9 funds |
| PURE STORAGE INC. | June 11, 2025 | An advisory vote on our named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 13 funds |
FOR 4 funds |
| QCR HOLDINGS INC. | May 22, 2025 | To approve, in a non-binding, advisory vote, the compensation of certain executive officers, which is referred to as a "say-on-pay" vote. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 2 funds |
| QUAKER CHEMICAL CORP. | May 7, 2025 | Election of Directors: Fay West Director Elections |
Board | For | AGAINST 7 funds |
FOR 3 funds |
| QUAKER CHEMICAL CORP. | May 7, 2025 | Election of Directors: Mark A. Douglas Director Elections |
Board | For | AGAINST 7 funds |
FOR 3 funds |
| QUAKER CHEMICAL CORP. | May 7, 2025 | To hold an advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 3 funds |
| QUALCOMM INC. | March 18, 2025 | Approval, on an advisory basis, of the compensation of our named executive officers. Human Rights or Human Capital/workforce |
Board | For | FOR 16 funds |
AGAINST 11 funds |
| QUANEX BUI | February 27, 2025 | To approve an advisory resolution approving the compensation of the Company's named executive officers Say-on-Pay |
Board | Not determined | FOR 8 funds |
AGAINST 4 funds |
| R1 RCM INC. | November 14, 2024 | To approve, on an advisory and non-binding basis, certain compensation arrangements for the Company's named executive officers in connection with the Merger. Say-on-Pay |
Board | For | AGAINST 10 funds |
FOR 1 fund |
| RADIANT LOGISTICS INC. | November 15, 2024 | Election of Directors: Kristin E. Toth Director Elections |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| RADIANT LOGISTICS INC. | November 15, 2024 | Election of Directors: Michael Gould Director Elections |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| RALPH LAUREN CORP. | August 1, 2024 | Approval, on an advisory basis, of the compensation of our named executive officers and our compensation philosophy, policies and practices as described in the accompanying Proxy Statement. Say-on-Pay |
Board | For | FOR 14 funds |
AGAINST 6 funds |
| RANGER ENERGY SERVICES INC. | May 9, 2025 | To elect Class I Directors to hold office until the 2028 Annual Meeting: Michael C. Kearney Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 3 funds |
| RAYMOND JAMES FINANCIAL INC. | February 20, 2025 | Advisory vote to approve executive compensation. Say-on-Pay |
Board | For | FOR 14 funds |
AGAINST 7 funds |
| RCM TECHNOLOGIES INC. | December 12, 2024 | Advisory vote to approve the compensation of our named executive officers for 2023. Say-on-Pay |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| READY CAPITAL CORP. | June 25, 2025 | Election of Directors: JACK J. ROSS Director Elections |
Board | For | FOR 5 funds |
WITHHOLD 1 fund |
| REALREAL INC. | June 11, 2025 | Approval, on an advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 1 fund |
| RED RIVER BANCSHARES INC. | May 1, 2025 | Advisory vote to approve the compensation of our named executive officers (Say-on-Pay). Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 2 funds |
| RED ROCK RESORTS INC. | June 5, 2025 | Advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 5 funds |
| REDDIT INC. | June 9, 2025 | Advisory vote on the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 1 fund |
| REDWOOD TRUST INC. | May 22, 2025 | Election of Directors: Dashiell I. Robinson Director Elections |
Board | For | FOR 7 funds |
AGAINST 1 fund |
| REGENERON PHARMACEUTICALS INC. | June 13, 2025 | Election of Directors: Michael S. Brown, M.D. Director Elections |
Board | For | FOR 13 funds |
AGAINST 9 funds |
| REGENXBIO INC. | May 30, 2025 | To approve the REGENXBIO Inc. 2025 Equity Incentive Plan. Compensation |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| RENAISSANCERE HOLDINGS LTD. | May 6, 2025 | To approve, by a non-binding advisory vote, the compensation of the named executive officers of RenaissanceRe Holdings Ltd. as disclosed in the proxy statement. Say-on-Pay |
Board | For | FOR 13 funds |
AGAINST 1 fund |
| REPOSITRAK INC. | November 20, 2024 | Election of Directors: Ronald C. Hodge Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 2 funds |
| REPUBLIC BANCORP INC. | April 24, 2025 | Approval of the Republic Bancorp, Inc. 2025 Stock Incentive Plan. Compensation |
Board | For | FOR 5 funds |
AGAINST 3 funds |
| REPUBLIC BANCORP INC. | April 24, 2025 | Election of Directors: Alejandro M. Sanchez Director Elections |
Board | For | FOR 5 funds |
WITHHOLD 3 funds |
| REPUBLIC BANCORP INC. | April 24, 2025 | Election of Directors: Andrew Trager-Kusman Director Elections |
Board | For | FOR 5 funds |
WITHHOLD 3 funds |
| REPUBLIC BANCORP INC. | April 24, 2025 | Election of Directors: David P. Feaster Director Elections |
Board | For | FOR 5 funds |
WITHHOLD 3 funds |
| REPUBLIC BANCORP INC. | April 24, 2025 | Election of Directors: Heather V. Howell Director Elections |
Board | For | FOR 5 funds |
WITHHOLD 3 funds |
| REPUBLIC BANCORP INC. | April 24, 2025 | Election of Directors: Jennifer N. Green Director Elections |
Board | For | FOR 5 funds |
WITHHOLD 3 funds |
| REPUBLIC BANCORP INC. | April 24, 2025 | Election of Directors: Logan M. Pichel Director Elections |
Board | For | FOR 5 funds |
WITHHOLD 3 funds |
| REPUBLIC BANCORP INC. | April 24, 2025 | Election of Directors: Steven E. Trager Director Elections |
Board | For | FOR 5 funds |
WITHHOLD 3 funds |
| REPUBLIC BANCORP INC. | April 24, 2025 | Election of Directors: Timothy S. Huval Director Elections |
Board | For | FOR 5 funds |
WITHHOLD 3 funds |
| REPUBLIC BANCORP INC. | April 24, 2025 | Election of Directors: Vidya Ravichandran Director Elections |
Board | For | FOR 5 funds |
WITHHOLD 3 funds |
| REPUBLIC BANCORP INC. | April 24, 2025 | Election of Directors: W. Kennett Oyler, III Director Elections |
Board | For | FOR 5 funds |
WITHHOLD 3 funds |
| REPUBLIC BANCORP INC. | April 24, 2025 | Election of Directors: W. Patrick Mulloy, II Director Elections |
Board | For | FOR 5 funds |
WITHHOLD 3 funds |
| REPUBLIC BANCORP INC. | April 24, 2025 | Election of Directors: Yoania Cannon Director Elections |
Board | For | FOR 5 funds |
WITHHOLD 3 funds |
| RESOLUTE HOLDINGS MANAGEMENT INC. | May 28, 2025 | Election of Directors: Jane J. Thompson Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 1 fund |
| RESOLUTE HOLDINGS MANAGEMENT INC. | May 28, 2025 | Election of Directors: Roger Fradin Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 1 fund |
| RETAIL OPPORTUNITY INVESTMENTS CORP. | February 7, 2025 | Proposal to approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to our principal executive officer, principal financial officer, and the three other most highly compensated executive officers that is based on or otherwise related to the company merger as more fully described in the Proxy Statement. Say-on-Pay |
Board | For | FOR 10 funds |
AGAINST 3 funds |
| REV GROUP INC. | February 27, 2025 | Advisory vote on the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 4 funds |
| REVOLVE GROUP INC. | June 6, 2025 | Election of Directors: Melanie Cox Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 2 funds |
| REVOLVE GROUP INC. | June 6, 2025 | Election of Directors: Michael Karanikolas Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 2 funds |
| REVOLVE GROUP INC. | June 6, 2025 | Election of Directors: Michael Mente Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 2 funds |
| REX AMERICAN RESOURCES CORP | June 4, 2025 | ADVISORY VOTE to approve executive compensation. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 2 funds |
| REX AMERICAN RESOURCES CORP. | June 4, 2025 | ELECTION OF DIRECTORS: Edward M. Kress Director Elections |
Board | For | FOR 7 funds |
AGAINST 2 funds |
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How items are matched and positions counted: see the comparison table and the methodology. Built November 1, 2026 from SEC Form N-PX filings.