Home › Asset managers › Compare 2025-2026 › Charles Schwab vs Brighthouse
Note on Brighthouse: its funds did not all vote the same way on 12.0% of the 120,248 ballot items it voted. Those items are not in the percentage above; the ones it shares with this pair are listed under “Split votes”.
Charles Schwab 2025-2026 · Brighthouse 2025-2026 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 27,452 | 9,292 | 4,811 | 13,349 | 65.9% | 61.9% |
| Board proposals | 24,647 | 8,128 | 4,387 | 12,132 | 64.9% | 61.9% |
| E&S shareholder proposals | 199 | 23 | 2 | 174 | 92.0% | 45.2% |
| Other items | 2,606 | 1,141 | 422 | 1,043 | 73.0% | 63.0% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
4,387 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 | Brighthouse |
|---|---|---|---|---|---|---|
| Evergy, Inc. | May 5, 2026 | Election of Directors: Ann D. Murtlow Director Elections |
Board | For | FOR 14 funds |
ABSTAIN 2 funds |
| Evergy, Inc. | May 5, 2026 | Election of Directors: B. Anthony Isaac Director Elections |
Board | For | FOR 14 funds |
ABSTAIN 2 funds |
| Evergy, Inc. | May 5, 2026 | Election of Directors: C. John Wilder Director Elections |
Board | For | FOR 14 funds |
ABSTAIN 2 funds |
| Evergy, Inc. | May 5, 2026 | Election of Directors: David A. Campbell Director Elections |
Board | For | FOR 14 funds |
ABSTAIN 2 funds |
| Evergy, Inc. | May 5, 2026 | Election of Directors: Dean A. Newton Director Elections |
Board | For | FOR 14 funds |
ABSTAIN 2 funds |
| Evergy, Inc. | May 5, 2026 | Election of Directors: James Scarola Director Elections |
Board | For | FOR 14 funds |
ABSTAIN 2 funds |
| Evergy, Inc. | May 5, 2026 | Election of Directors: Jonathan D. Rolph Director Elections |
Board | For | FOR 14 funds |
ABSTAIN 2 funds |
| Evergy, Inc. | May 5, 2026 | Election of Directors: Neal A. Sharma Director Elections |
Board | For | FOR 14 funds |
ABSTAIN 2 funds |
| Evergy, Inc. | May 5, 2026 | Election of Directors: Paul M. Keglevic Director Elections |
Board | For | FOR 14 funds |
ABSTAIN 2 funds |
| Evergy, Inc. | May 5, 2026 | Election of Directors: Sandra A.J. Lawrence Director Elections |
Board | For | FOR 14 funds |
ABSTAIN 2 funds |
| Evergy, Inc. | May 5, 2026 | Election of Directors: Sandra J. Price Director Elections |
Board | For | FOR 14 funds |
ABSTAIN 2 funds |
| Evergy, Inc. | May 5, 2026 | Election of Directors: Senator Mary L. Landrieu Director Elections |
Board | For | FOR 14 funds |
ABSTAIN 2 funds |
| Evolution Mining Limited | November 20, 2025 | Remuneration Report Compensation |
Board | None | FOR 6 funds |
AGAINST 1 fund |
| Expeditors International of Washington, Inc. | May 5, 2026 | Election of Directors Nominees: Brandon S. Pedersen Director Elections |
Board | For | FOR 13 funds |
ABSTAIN 2 funds |
| Expeditors International of Washington, Inc. | May 5, 2026 | Election of Directors Nominees: Daniel R. Wall Director Elections |
Board | For | FOR 13 funds |
ABSTAIN 2 funds |
| Expeditors International of Washington, Inc. | May 5, 2026 | Election of Directors Nominees: Diane H. Gulyas Director Elections |
Board | For | FOR 13 funds |
ABSTAIN 2 funds |
| Expeditors International of Washington, Inc. | May 5, 2026 | Election of Directors Nominees: Glenn M. Alger Director Elections |
Board | For | FOR 13 funds |
ABSTAIN 2 funds |
| Expeditors International of Washington, Inc. | May 5, 2026 | Election of Directors Nominees: James M. DuBois Director Elections |
Board | For | FOR 13 funds |
ABSTAIN 2 funds |
| Expeditors International of Washington, Inc. | May 5, 2026 | Election of Directors Nominees: Liane J. Pelletier Director Elections |
Board | For | FOR 13 funds |
ABSTAIN 2 funds |
| Expeditors International of Washington, Inc. | May 5, 2026 | Election of Directors Nominees: Mark A. Emmert Director Elections |
Board | For | FOR 13 funds |
ABSTAIN 2 funds |
| Expeditors International of Washington, Inc. | May 5, 2026 | Election of Directors Nominees: Olivia D. Polius Director Elections |
Board | For | FOR 13 funds |
ABSTAIN 2 funds |
| Expeditors International of Washington, Inc. | May 5, 2026 | Election of Directors Nominees: Robert P. Carlile Director Elections |
Board | For | FOR 13 funds |
ABSTAIN 2 funds |
| Extra Space Storage Inc. | May 14, 2026 | Election of Directors Nominees: Crystal Call Maggelet Director Elections |
Board | For | FOR 15 funds |
ABSTAIN 2 funds |
| Extra Space Storage Inc. | May 14, 2026 | Election of Directors Nominees: Gary L. Crittenden Director Elections |
Board | For | FOR 15 funds |
ABSTAIN 2 funds |
| Extra Space Storage Inc. | May 14, 2026 | Election of Directors Nominees: Joseph D. Margolis Director Elections |
Board | For | FOR 15 funds |
ABSTAIN 2 funds |
| Extra Space Storage Inc. | May 14, 2026 | Election of Directors Nominees: Joseph J. Bonner Director Elections |
Board | For | FOR 15 funds |
ABSTAIN 2 funds |
| Extra Space Storage Inc. | May 14, 2026 | Election of Directors Nominees: Joseph V. Saffire Director Elections |
Board | For | FOR 15 funds |
ABSTAIN 2 funds |
| Extra Space Storage Inc. | May 14, 2026 | Election of Directors Nominees: Julia Vander Ploeg Director Elections |
Board | For | FOR 15 funds |
ABSTAIN 2 funds |
| Extra Space Storage Inc. | May 14, 2026 | Election of Directors Nominees: Kenneth M. Woolley Director Elections |
Board | For | FOR 15 funds |
ABSTAIN 2 funds |
| Extra Space Storage Inc. | May 14, 2026 | Election of Directors Nominees: Mark G. Barberio Director Elections |
Board | For | FOR 15 funds |
ABSTAIN 2 funds |
| Extra Space Storage Inc. | May 14, 2026 | Election of Directors Nominees: R.J. Pittman Director Elections |
Board | For | FOR 15 funds |
ABSTAIN 2 funds |
| Extra Space Storage Inc. | May 14, 2026 | Election of Directors Nominees: Susan Harnett Director Elections |
Board | For | FOR 15 funds |
ABSTAIN 2 funds |
| Extreme Networks, Inc. | November 12, 2025 | Advisory vote to approve our named executive officers' compensation Say-on-Pay |
Board | For | FOR 6 funds |
ABSTAIN 2 funds |
| F.N.B. Corporation | May 6, 2026 | Elect David J. Malone Director Elections |
Board | For | FOR 10 funds |
WITHHOLD 1 fund |
| F.N.B. Corporation | May 6, 2026 | Elect David L. Motley Director Elections |
Board | For | FOR 10 funds |
WITHHOLD 1 fund |
| F.N.B. Corporation | May 6, 2026 | Elect Frank C. Mencini Director Elections |
Board | For | FOR 10 funds |
WITHHOLD 1 fund |
| F.N.B. Corporation | May 6, 2026 | Elect Heidi A. Nicholas Director Elections |
Board | For | FOR 10 funds |
WITHHOLD 1 fund |
| F.N.B. Corporation | May 6, 2026 | Elect James D. Chiafullo Director Elections |
Board | For | FOR 10 funds |
WITHHOLD 1 fund |
| F.N.B. Corporation | May 6, 2026 | Elect John S. Stanik Director Elections |
Board | For | FOR 10 funds |
WITHHOLD 1 fund |
| F.N.B. Corporation | May 6, 2026 | Elect Mary Jo Dively Director Elections |
Board | For | FOR 10 funds |
WITHHOLD 1 fund |
| F.N.B. Corporation | May 6, 2026 | Elect Pamela A. Bena Director Elections |
Board | For | FOR 10 funds |
WITHHOLD 1 fund |
| F.N.B. Corporation | May 6, 2026 | Elect Vincent J. Delie, Jr. Director Elections |
Board | For | FOR 10 funds |
WITHHOLD 1 fund |
| F.N.B. Corporation | May 6, 2026 | Elect William J. Strimbu Director Elections |
Board | For | FOR 10 funds |
WITHHOLD 1 fund |
| FABRINET | December 11, 2025 | Elect Caroline Dowling Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 3 funds |
| FABRINET | December 11, 2025 | Elect Homa Bahrami Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 3 funds |
| FARADAY FUTURE INTELLIGENT ELECTRIC INC. | September 19, 2025 | To approve an amendment to the Company's Third Amended and Restated Certificate of Incorporation, as amended (the ''Charter''), to increase the number of authorized shares of the Company's Class A common stock, par value $0.0001 per share (the ''Class A Common Stock''), and Class B common stock, par value $0.0001 per share (the ''Class B Common Stock,'' and, together with the Class A Common Stock, the ''Common Stock''), by 65,225,672, from 167,245,313 to 232,470,985 (representing an increase of approximately 39%), and increase the number of authorized shares of the Company's Preferred Stock, by 5,031,000 shares, from 12,900,000 to 17,931,000, so that the total number of authorized shares of the Company's Common Stock and Preferred Stock will be increased from 180,145,313 shares to 250,401,985 shares (the ''Share Authorization Proposal''). Capital Structure |
Board | For | AGAINST 2 funds |
FOR 1 fund |
| FARADAY FUTURE INTELLIGENT ELECTRIC INC. | February 13, 2026 | To approve the Company's Third Amended and Restated Certificate of Incorporation, as amended, to increase the number of authorized shares of the Company's Class A common stock, par value $ 0.0001 per share, and Class B common stock, par value $ 0.0001 per share, by 79, 814,454, from 232,470,985 to 312,285,439 (representing an increase of approximately 34%), and to increase the number of authorized shares of the Company's Preferred Stock by 6,156,265 shares, from 17,931,000 to 24,087 ,265. Capital Structure |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| FB BANCORP, INC | December 9, 2025 | To elect the following nominees as directors: Christopher S. Ferris Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 1 fund |
| FB BANCORP, INC | December 9, 2025 | To elect the following nominees as directors: Katherine A. Crosby Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 1 fund |
| FB BANCORP, INC. | April 29, 2026 | To elect the following nominees as directors: Mark C. Romig Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 1 fund |
| FB Financial Corporation | May 21, 2026 | Approval of an amendment to the FB Financial Employee Stock Purchase Plan Compensation |
Board | For | FOR 7 funds |
AGAINST 1 fund |
| FB Financial Corporation | May 21, 2026 | Approval of the FB Financial Corporation 2026 Incentive Plan Compensation |
Board | For | AGAINST 7 funds |
FOR 1 fund |
| FB Financial Corporation | May 21, 2026 | To conduct a non-binding, advisory vote on the compensation of our named executive officers Say-on-Pay |
Board | For | FOR 8 funds |
ABSTAIN 1 fund |
| FIDELITY NATIONAL FINANCIAL, INC. | June 10, 2026 | Elect Douglas K. Ammerman Director Elections |
Board | For | FOR 13 funds |
WITHHOLD 2 funds |
| FIDELITY NATIONAL FINANCIAL, INC. | June 10, 2026 | Elect Peter O. Shea, Jr. Director Elections |
Board | For | FOR 13 funds |
WITHHOLD 2 funds |
| FIDELITY NATIONAL FINANCIAL, INC. | June 10, 2026 | Elect Thomas M. Hagerty Director Elections |
Board | For | FOR 13 funds |
WITHHOLD 2 funds |
| FIDELITY NATIONAL FINANCIAL, INC. | June 10, 2026 | Elect William P. Foley II Director Elections |
Board | For | FOR 13 funds |
WITHHOLD 2 funds |
| FIGURE TECHNOLOGY SOLUTIONS, INC. | June 4, 2026 | Elect Adam Boyden Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 3 funds |
| FIRST BANCORP | April 28, 2026 | Elect Abby Donnelly Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 1 fund |
| FIRST BANCORP | April 28, 2026 | Elect Carlie C. McLamb, Jr. Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 1 fund |
| FIRST BANCORP | April 28, 2026 | Elect Dexter V. Perry Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 1 fund |
| FIRST BANCORP | April 28, 2026 | Elect Frederick L. Taylor, II Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 1 fund |
| FIRST BANCORP | April 28, 2026 | Elect Gregory A. Currie, Jr. Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 1 fund |
| FIRST BANCORP | April 28, 2026 | Elect James C. Crawford, III Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 1 fund |
| FIRST BANCORP | April 28, 2026 | Elect John W. McCauley Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 1 fund |
| FIRST BANCORP | April 28, 2026 | Elect Michael G. Mayer Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 1 fund |
| FIRST BANCORP | April 28, 2026 | Elect O. Temple Sloan, III Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 1 fund |
| FIRST BANCORP | April 28, 2026 | Elect Richard H. Moore Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 1 fund |
| FIRST BANCORP | April 28, 2026 | Elect Suzanne S. DeFerie Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 1 fund |
| FIRST CAPITAL, INC. | May 18, 2026 | Election of Directors: Dana L. Huber Director Elections |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| FIRST CAPITAL, INC. | May 18, 2026 | Election of Directors: Lou Ann Moore Director Elections |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| FIRST CAPITAL, INC. | May 18, 2026 | Election of Directors: Michael C. Frederick Director Elections |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| FIRST CAPITAL, INC. | May 18, 2026 | Election of Directors: Robert C. Guilfoyle Director Elections |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| FIRST CAPITAL, INC. | May 18, 2026 | Election of Directors: William W. Harrod Director Elections |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| FIRST FINANCIAL CORPORATION | April 15, 2026 | Elect Gregory L. Gibson Director Elections |
Board | For | FOR 6 funds |
WITHHOLD 1 fund |
| FIRST FINANCIAL CORPORATION | April 15, 2026 | Elect Mark J. Blade Director Elections |
Board | For | FOR 6 funds |
WITHHOLD 1 fund |
| FIRST FINANCIAL CORPORATION | April 15, 2026 | Elect Norman D. Lowery Director Elections |
Board | For | FOR 6 funds |
WITHHOLD 1 fund |
| FIRST FINANCIAL CORPORATION | April 15, 2026 | Elect Paul J. Pierson Director Elections |
Board | For | FOR 6 funds |
WITHHOLD 1 fund |
| FIRST FINANCIAL CORPORATION | April 15, 2026 | Elect Richard J. Shagley Director Elections |
Board | For | FOR 6 funds |
WITHHOLD 1 fund |
| FIRST MID BANCSHARES, INC. | April 29, 2026 | Election of Director: Mary J. Westerhold Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 1 fund |
| FIRST UNITED CORPORATION | May 7, 2026 | Election of Directors: H. Andrew Walls, III Director Elections |
Board | For | AGAINST 2 funds |
FOR 1 fund |
| FIVE9, INC. | May 20, 2026 | Election of Director to serve as Class III directors until the Company's 2027 Annual Meeting of Stockholders or until their successors are duly elected and qualified or, if the Declassification Charter Amendment Proposal is not approved, until the 2029 Annual Meeting of Stockholders or until their successors are duly elected and qualified: Amit Mathradas Director Elections |
Board | For | FOR 5 funds |
ABSTAIN 1 fund |
| FLUSHING FINANCIAL CORPORATION | April 2, 2026 | A proposal to approve, on a non-binding, advisory basis, the compensation that Flushing's named executive officers may receive in connection with the mergers pursuant to agreements or arrangements with Flushing (the "Flushing compensation proposal") Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 2 funds |
| FLUTTER ENTERTAINMENT PLC | May 29, 2026 | Ratification, in a non-binding vote, of the appointment of KPMG as Independent Registered Public Accounting Firm and Auditors of the Company. Audit-related |
Board | For | FOR 13 funds |
ABSTAIN 1 fund |
| FLYWIRE CORPORATION | June 2, 2026 | Approve, on a non-binding, advisory basis, the compensation of Flywire Corporation's named executive officers Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 1 fund |
| FLYWIRE CORPORATION | June 2, 2026 | Elect three directors to serve as Class II directors until the 2029 Annual Meeting of Stockholders Alex Finkelstein Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| FMC Corporation | April 28, 2026 | Election of ten Directors to serve for a one-year term: Carol Anthony (John) Davidson Director Elections |
Board | For | FOR 10 funds |
ABSTAIN 5 funds |
| FMC Corporation | April 28, 2026 | Election of ten Directors to serve for a one-year term: Dirk A. Kempthorne Director Elections |
Board | For | FOR 10 funds |
ABSTAIN 5 funds |
| FMC Corporation | April 28, 2026 | Election of ten Directors to serve for a one-year term: Eduardo E. Cordeiro Director Elections |
Board | For | FOR 10 funds |
ABSTAIN 5 funds |
| FMC Corporation | April 28, 2026 | Election of ten Directors to serve for a one-year term: John M. Raines Director Elections |
Board | For | FOR 10 funds |
ABSTAIN 5 funds |
| FMC Corporation | April 28, 2026 | Election of ten Directors to serve for a one-year term: K'Lynne Johnson Director Elections |
Board | For | FOR 10 funds |
ABSTAIN 5 funds |
| FMC Corporation | April 28, 2026 | Election of ten Directors to serve for a one-year term: Kathy L. Fortmann Director Elections |
Board | For | FOR 10 funds |
ABSTAIN 5 funds |
| FMC Corporation | April 28, 2026 | Election of ten Directors to serve for a one-year term: Michael F. Barry Director Elections |
Board | For | FOR 10 funds |
ABSTAIN 5 funds |
| FMC Corporation | April 28, 2026 | Election of ten Directors to serve for a one-year term: Patricia Verduin Director Elections |
Board | For | FOR 10 funds |
ABSTAIN 5 funds |
| FMC Corporation | April 28, 2026 | Election of ten Directors to serve for a one-year term: Pierre Brondeau Director Elections |
Board | For | FOR 10 funds |
ABSTAIN 5 funds |
| FMC Corporation | April 28, 2026 | Election of ten Directors to serve for a one-year term: Steven T. Merkt Director Elections |
Board | For | FOR 10 funds |
ABSTAIN 5 funds |
| FORWARD AIR CORPORATION | June 17, 2026 | Elect Christine M. Gorjanc Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 1 fund |
| FORWARD AIR CORPORATION | June 17, 2026 | Elect Dale W. Boyles Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 1 fund |
| FORWARD AIR CORPORATION | June 17, 2026 | Elect Jerome Lorrain Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 1 fund |
| FORWARD AIR CORPORATION | June 17, 2026 | Elect Paul C. Svindland Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 1 fund |
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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.