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
4,811 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 |
|---|---|---|---|---|---|---|
| Axos Financial, Inc. | November 13, 2025 | To ratify the selection of Directors:ion of BDO USA, P.C. as the Company's Independent registered public accounting firm for fiscal year 2026. Audit-related |
Board | For | FOR 8 funds |
ABSTAIN 2 funds |
| B2Gold Corp. | June 4, 2026 | Advisory Vote on Executive Compensation Say-on-Pay |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| BABCOCK & WILCOX ENTERPRISES, INC. | May 20, 2026 | Approval of amendment to the Company's 2021 Long-Term Incentive Plan. Compensation |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| BANK OF MARIN BANCORP | May 27, 2026 | Election of Directors: Russell A. Colombo Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| BE Semiconductor Industries N.V. | April 23, 2026 | Elect Carlo Bozotti to the Supervisory Board Director Elections |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| BENTLEY SYSTEMS, INCORPORATED | May 21, 2026 | Election of Directors: Barry J. Bentley Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 4 funds |
| BENTLEY SYSTEMS, INCORPORATED | May 21, 2026 | Election of Directors: Brian F. Hughes Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 4 funds |
| BENTLEY SYSTEMS, INCORPORATED | May 21, 2026 | Election of Directors: Gregory S. Bentley Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 4 funds |
| BENTLEY SYSTEMS, INCORPORATED | May 21, 2026 | Election of Directors: Janet B. Haugen Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 4 funds |
| BENTLEY SYSTEMS, INCORPORATED | May 21, 2026 | Election of Directors: Keith A. Bentley Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 4 funds |
| BENTLEY SYSTEMS, INCORPORATED | May 21, 2026 | Election of Directors: Nicholas H. Cumins Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 4 funds |
| BENTLEY SYSTEMS, INCORPORATED | May 21, 2026 | Election of Directors: Raymond B. Bentley Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 4 funds |
| BGC GROUP INC. | November 12, 2025 | Elect Arthur U. Mbanefo Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 2 funds |
| BGC GROUP INC. | November 12, 2025 | Elect Brandon G. Lutnick Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 2 funds |
| BGC GROUP INC. | November 12, 2025 | Elect David P. Richards Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 2 funds |
| BGC GROUP INC. | November 12, 2025 | Elect Linda A. Bell Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 2 funds |
| BGC GROUP INC. | November 12, 2025 | Elect Stephen M. Merkel Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 2 funds |
| BGC GROUP INC. | November 12, 2025 | Elect William Addas Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 2 funds |
| BILL HOLDINGS, INC. | December 11, 2025 | Elect David M. Hornik Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 2 funds |
| BILL HOLDINGS, INC. | December 11, 2025 | Elect Elizabeth S. Johnson Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 2 funds |
| BILL HOLDINGS, INC. | December 11, 2025 | Elect Katherine M.A. Kline Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 2 funds |
| BILL HOLDINGS, INC. | December 11, 2025 | Elect Natalie Derse Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 2 funds |
| BIOCRYST PHARMACEUTICALS, INC. | June 11, 2026 | Elect Amy E. McKee Director Elections |
Board | For | FOR 6 funds |
WITHHOLD 1 fund |
| BIOCRYST PHARMACEUTICALS, INC. | June 11, 2026 | Elect Jon P. Stonehouse Director Elections |
Board | For | FOR 6 funds |
WITHHOLD 1 fund |
| BIOCRYST PHARMACEUTICALS, INC. | June 11, 2026 | Elect Theresa M. Heggie Director Elections |
Board | For | FOR 6 funds |
WITHHOLD 1 fund |
| BIRKENSTOCK HOLDING PLC | April 29, 2026 | To re-appoint Alexandre Arnault as a Class III director of the Company. Director Elections |
Board | For | AGAINST 3 funds |
ABSTAIN 1 fund |
| BIRKENSTOCK HOLDING PLC | April 29, 2026 | To re-appoint EY GmbH & Co. KG Wirtschaftsprufungsgesellschaft as auditor of the Company to hold office from the conclusion of the Annual General Meeting until the conclusion of the annual general meeting of the Company to be held in 2027. Audit-related |
Board | For | FOR 3 funds |
ABSTAIN 1 fund |
| BIRKENSTOCK HOLDING PLC | April 29, 2026 | To re-appoint Oliver Reichert as a Class III director of the Company. Director Elections |
Board | For | FOR 3 funds |
ABSTAIN 1 fund |
| BIRKENSTOCK HOLDING PLC | April 29, 2026 | To re-appoint Ruth Kennedy as a Class III director of the Company. Director Elections |
Board | For | AGAINST 3 funds |
ABSTAIN 1 fund |
| BJ'S WHOLESALE CLUB HOLDINGS, INC. | June 18, 2026 | Elect Bob Eddy Director Elections |
Board | For | FOR 13 funds |
WITHHOLD 3 funds |
| BJ'S WHOLESALE CLUB HOLDINGS, INC. | June 18, 2026 | Elect C. Marie Robinson Director Elections |
Board | For | FOR 13 funds |
WITHHOLD 3 funds |
| BJ'S WHOLESALE CLUB HOLDINGS, INC. | June 18, 2026 | Elect Christopher H. Peterson Director Elections |
Board | For | FOR 13 funds |
WITHHOLD 3 funds |
| BJ'S WHOLESALE CLUB HOLDINGS, INC. | June 18, 2026 | Elect Darryl Brown Director Elections |
Board | For | FOR 13 funds |
WITHHOLD 3 funds |
| BJ'S WHOLESALE CLUB HOLDINGS, INC. | June 18, 2026 | Elect David A. Burwick Director Elections |
Board | For | FOR 13 funds |
WITHHOLD 3 funds |
| BJ'S WHOLESALE CLUB HOLDINGS, INC. | June 18, 2026 | Elect Ken Parent Director Elections |
Board | For | FOR 13 funds |
WITHHOLD 3 funds |
| BJ'S WHOLESALE CLUB HOLDINGS, INC. | June 18, 2026 | Elect Maile Naylor Director Elections |
Board | For | FOR 13 funds |
WITHHOLD 3 funds |
| BJ'S WHOLESALE CLUB HOLDINGS, INC. | June 18, 2026 | Elect Michelle Gloeckler Director Elections |
Board | For | FOR 13 funds |
WITHHOLD 3 funds |
| BJ'S WHOLESALE CLUB HOLDINGS, INC. | June 18, 2026 | Elect Robert A. Steele Director Elections |
Board | For | FOR 13 funds |
WITHHOLD 3 funds |
| BJ'S WHOLESALE CLUB HOLDINGS, INC. | June 18, 2026 | Elect Steven L. Ortega Director Elections |
Board | For | FOR 13 funds |
WITHHOLD 3 funds |
| BK TECHNOLOGIES CORPORATION | June 18, 2026 | To approve, on an advisory, non-binding basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 2 funds |
| BLACK HILLS CORPORATION | April 29, 2026 | Elect Anne G. Waleski Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 1 fund |
| BLACK HILLS CORPORATION | April 29, 2026 | Elect Scott M. Prochazka Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 1 fund |
| BLACK HILLS CORPORATION | April 29, 2026 | Elect Teresa A. Taylor Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 1 fund |
| BLUELINX HOLDINGS | May 14, 2026 | Proposal to approve an Amendment to the 2021 Long-Term Incentive Plan to increase the number of shares of common stock reserved for Issuance under the plan. Compensation |
Board | For | FOR 7 funds |
AGAINST 3 funds |
| BOC Hong Kong (Holdings) Ltd | June 25, 2026 | Elect Sunny LEE Wai Kwong Director Elections |
Board | For | FOR 6 funds |
AGAINST 1 fund |
| BORR DRILLING LIMITED | August 6, 2025 | To approve the increase of the Company's authorized share capital from US$31,500,000.00 divided into 315,000,000 common shares of US$0.10 par value each to US$36,500,000.00 divided into 365,000,000 common shares of US$0.10 par value each by the authorization of an additional 50,000,000 common shares of US$0.10 par value each. Capital Structure |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| BORR DRILLING LIMITED | August 6, 2025 | To elect Mr. Thiago Mordehachvili as Director of the Company, subject to the adoption of Proposal 1. Director Elections |
Board | For | FOR 1 fund |
ABSTAIN 1 fund |
| BOWHEAD SPECIALTY HOLDINGS INC | April 30, 2026 | Elect David Holman Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| BOWHEAD SPECIALTY HOLDINGS INC | April 30, 2026 | Elect David T. Foy Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| BOWHEAD SPECIALTY HOLDINGS INC | April 30, 2026 | Elect Itzhak Shukrie Cohen Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| BOWHEAD SPECIALTY HOLDINGS INC | April 30, 2026 | Elect Price Lowenstein Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| BP plc | April 23, 2026 | Elect Albert Manifold Director Elections |
Board | For | AGAINST 5 funds |
FOR 1 fund |
| BRANDYWINE REALTY TRUST | May 28, 2026 | Adoption of an amendment to the 2023 Long-Term Incentive Plan to increase the term of the plan and the number of the common shares that may be issued thereunder. Compensation |
Board | For | FOR 9 funds |
AGAINST 1 fund |
| BRAZE, INC. | June 30, 2026 | Election of Two Class II Directors, each to hold office until our 2029 Annual Meeting of Stockholders. Neeraj Agrawal Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| BRIDGESTONE CORPORATION | March 24, 2026 | Elect Kenichi Masuda Director Elections |
Board | For | AGAINST 5 funds |
FOR 1 fund |
| BRIDGEWATER BANCSHARES, INC. | April 28, 2026 | Approve the Bridgewater Bancshares, Inc. 2026 Equity Incentive Plan; and Compensation |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| BRISTOW GROUP INC. | June 3, 2026 | Elect Brian D. Truelove Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 1 fund |
| BRISTOW GROUP INC. | June 3, 2026 | Elect Christopher Bradshaw Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 1 fund |
| BRISTOW GROUP INC. | June 3, 2026 | Elect Christopher Pucillo Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 1 fund |
| BRISTOW GROUP INC. | June 3, 2026 | Elect G. Mark Mickelson Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 1 fund |
| BRISTOW GROUP INC. | June 3, 2026 | Elect Lorin L. Brass Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 1 fund |
| BRISTOW GROUP INC. | June 3, 2026 | Elect Maryanne Miller Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 1 fund |
| BRISTOW GROUP INC. | June 3, 2026 | Elect Robert J. Manzo Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 1 fund |
| BRISTOW GROUP INC. | June 3, 2026 | Elect Shefali A. Shah Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 1 fund |
| BRISTOW GROUP INC. | June 3, 2026 | Elect Wesley E. Kern Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 1 fund |
| BROOKFIELD RENEWABLE CORPORATION | June 17, 2026 | Appointment of Ernst & Young LLP as Auditors of the Corporation for the ensuing year and authorizing the Directors to set their remuneration. Audit-related |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| BROOKFIELD RENEWABLE CORPORATION | June 17, 2026 | Elect Eleazar de Carvalho Filho Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| BROOKFIELD RENEWABLE CORPORATION | June 17, 2026 | Elect Jeffrey M. Blidner Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| BROOKFIELD RENEWABLE CORPORATION | June 17, 2026 | Elect Nancy Dorn Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| BROOKFIELD RENEWABLE CORPORATION | June 17, 2026 | Elect Patricia Zuccotti Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| BROOKFIELD RENEWABLE CORPORATION | June 17, 2026 | Elect Randy MacEwen Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| BROOKFIELD RENEWABLE CORPORATION | June 17, 2026 | Elect Sarah Deasley Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| BROOKFIELD RENEWABLE CORPORATION | June 17, 2026 | Elect Stephen Westwell Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| BRT APARTMENTS CORP. | June 10, 2026 | A proposal to approve the Company's 2026 Incentive Plan. Compensation |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| BURKE & HERBERT FINANCIAL SERVICES CORP. | June 18, 2026 | Election of the following persons as Directors: Georgette R. George Director Elections |
Board | For | AGAINST 4 funds |
FOR 2 funds |
| BURKE & HERBERT FINANCIAL SERVICES CORP. | June 18, 2026 | Election of the following persons as Directors: James P. Geary, II Director Elections |
Board | For | FOR 4 funds |
AGAINST 2 funds |
| BUTTERFLY NETWORK, INC. | June 18, 2026 | To approve by a non-binding advisory vote the compensation of the Company's named executive officers, as disclosed in the proxy statement. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 2 funds |
| BYD Co Ltd | June 9, 2026 | Allocation of Profits/Dividends Capital Structure |
Board | For | FOR 4 funds |
ABSTAIN 1 fund |
| BYD Co Ltd | June 9, 2026 | Appointment of Auditor and Authority to Set Fees Audit-related |
Board | For | FOR 4 funds |
ABSTAIN 1 fund |
| BYD Co Ltd | June 9, 2026 | Authority to Give Guarantees Capital Structure |
Board | For | AGAINST 4 funds |
FOR 1 fund |
| Balchem Corporation | June 18, 2026 | Election of Directors: Daniel E. Knutson Director Elections |
Board | For | FOR 9 funds |
ABSTAIN 1 fund |
| Balchem Corporation | June 18, 2026 | Election of Directors: David B. Fischer Director Elections |
Board | For | FOR 9 funds |
ABSTAIN 1 fund |
| Banca Monte dei Paschi di Siena S.p.A. | April 15, 2026 | Elect Antonella Centra Director Elections |
Board | For | ABSTAIN 4 funds |
AGAINST 1 fund |
| Banca Monte dei Paschi di Siena S.p.A. | April 15, 2026 | Elect Francesca Pace Director Elections |
Board | For | ABSTAIN 4 funds |
AGAINST 1 fund |
| Banca Monte dei Paschi di Siena S.p.A. | April 15, 2026 | Elect Gianmarco Montanari Director Elections |
Board | For | ABSTAIN 4 funds |
AGAINST 1 fund |
| Banca Monte dei Paschi di Siena S.p.A. | April 15, 2026 | Elect Rosa Cipriotti Director Elections |
Board | For | ABSTAIN 4 funds |
AGAINST 1 fund |
| Banca Monte dei Paschi di Siena S.p.A. | April 15, 2026 | Elect Simonetta Iarlori Director Elections |
Board | For | ABSTAIN 4 funds |
AGAINST 1 fund |
| Bank of Montreal | April 15, 2026 | Advisory Vote on Executive Compensation Say-on-Pay |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| Bank of Montreal | April 15, 2026 | Appointment of Auditor Audit-related |
Board | For | FOR 2 funds |
WITHHOLD 1 fund |
| Bank7 Corp. | May 20, 2026 | Election of Directors: Gary D. Whitcomb Director Elections |
Board | For | AGAINST 2 funds |
FOR 1 fund |
| Bank7 Corp. | May 20, 2026 | Election of Directors: John T. Phillips Director Elections |
Board | For | AGAINST 2 funds |
FOR 1 fund |
| BankUnited, Inc. | May 21, 2026 | Elect Douglas J. Pauls Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 1 fund |
| BankUnited, Inc. | May 21, 2026 | Elect Germaine Smith-Baugh Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 1 fund |
| BankUnited, Inc. | May 21, 2026 | Elect John N. DiGiacomo Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 1 fund |
| BankUnited, Inc. | May 21, 2026 | Elect Lynne Wines Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 1 fund |
| BankUnited, Inc. | May 21, 2026 | Elect Michael J. Dowling Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 1 fund |
| BankUnited, Inc. | May 21, 2026 | Elect Rajinder P. Singh Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 1 fund |
| BankUnited, Inc. | May 21, 2026 | Elect Sanjiv Sobti Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 1 fund |
| BankUnited, Inc. | May 21, 2026 | Elect Tere Blanca Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 1 fund |
| BankUnited, Inc. | May 21, 2026 | Elect William S. Rubenstein Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 1 fund |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 25, 2026 from SEC Form N-PX filings.