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
1,465 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 |
|---|---|---|---|---|---|---|
| Telefonaktiebolaget LM Ericsson | March 31, 2026 | Ratify Ulf Rosberg Corporate Governance |
Other | For | FOR 6 funds |
Split 1 FOR, 1 AGAINST |
| Telefonaktiebolaget LM Ericsson | March 31, 2026 | Voting List Corporate Governance |
Other | For | FOR 6 funds |
Split 1 FOR, 1 AGAINST |
| Tencent Holdings Limited | May 13, 2026 | TO RECEIVE AND CONSIDER THE AUDITED FINANCIAL STATEMENTS, THE DIRECTORS' REPORT AND THE INDEPENDENT AUDITOR 'S REPORT FOR THE YEAR ENDED 31 DECEMBER 2025 Corporate Governance |
Other | For | FOR 4 funds |
Split 1 FOR, 1 AGAINST |
| Terna - Trasmissione Elettricita Rete Nazionale | May 12, 2026 | Accounts and Reports Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| Terna - Trasmissione Elettricita Rete Nazionale | May 12, 2026 | Board Size Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| Terna - Trasmissione Elettricita Rete Nazionale | May 12, 2026 | Board Term Length Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| Terna - Trasmissione Elettricita Rete Nazionale | May 12, 2026 | Elect Stefano Cuzzilla as Chair of Board of Directors Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| The Sherwin-Williams Company | April 22, 2026 | Advisory Approval of Management Proposal to Amend Shareholders Ability to Call a Special Meeting to a 25% Ownership Threshold Shareholder Rights and Defenses |
Other | For | FOR 13 funds |
Split 1 FOR, 1 ABSTAIN |
| UBS Group AG | April 15, 2026 | ADVISORY VOTE ON THE UBS GROUP AG SUSTAINABILITY REPORT 2025 Corporate Governance |
Other | For | FOR 4 funds |
Split 1 FOR, 1 ABSTAIN |
| UBS Group AG | April 15, 2026 | APPROVAL OF THE UBS GROUP AG MANAGEMENT REPORT AND CONSOLIDATED AND STANDALONE FINANCIAL STATEMENTS FOR THE 2025 FINANCIAL YEAR Corporate Governance |
Other | For | FOR 4 funds |
Split 1 FOR, 1 ABSTAIN |
| UBS Group AG | April 15, 2026 | DISCHARGE OF THE MEMBERS OF THE BOARD OF DIRECTORS AND THE GROUP EXECUTIVE BOARD FOR THE 2025 FINANCIAL YEAR Corporate Governance |
Other | For | FOR 4 funds |
Split 1 FOR, 1 ABSTAIN |
| UBS Group AG | April 15, 2026 | ELECTION OF THE MEMBER OF THE COMPENSATION COMMITTEE - 'PATRICK FIRMENICH' Corporate Governance |
Other | For | FOR 4 funds |
Split 1 FOR, 1 ABSTAIN |
| UBS Group AG | April 15, 2026 | RE-ELECTION OF THE INDEPENDENT PROXY, 'ADB ALTORFER DUSS BEILSTEIN AG', ZURICH Corporate Governance |
Other | For | FOR 4 funds |
Split 1 FOR, 1 ABSTAIN |
| UBS Group AG | April 15, 2026 | RE-ELECTION OF THE MEMBER OF THE COMPENSATION COMMITTEE - 'GAIL KELLY' Corporate Governance |
Other | For | FOR 4 funds |
Split 1 FOR, 1 ABSTAIN |
| UBS Group AG | April 15, 2026 | RE-ELECTION OF THE MEMBER OF THE COMPENSATION COMMITTEE - 'JULIE G. RICHARDSON' Corporate Governance |
Other | For | FOR 4 funds |
Split 1 FOR, 1 ABSTAIN |
| UBS Group AG | April 15, 2026 | TRANSACT OTHER BUSINESS Corporate Governance |
Other | None | AGAINST 4 funds |
Split 1 AGAINST, 1 ABSTAIN |
| ULTA BEAUTY, INC. | June 9, 2026 | To approve an amendment to our Certificate of Incorporation, as amended, to add specified forum selection provisions. Shareholder Rights and Defenses |
Other | For | AGAINST 14 funds |
Split 7 FOR, 1 AGAINST, 2 ABSTAIN |
| ULTA BEAUTY, INC. | June 9, 2026 | To approve an amendment to our Certificate of Incorporation, as amended, to limit officer liability as permitted by Delaware law. Director Elections |
Other | For | FOR 14 funds |
Split 6 FOR, 2 AGAINST, 2 ABSTAIN |
| UNIFIRST CORPORATION | June 11, 2026 | To adjourn the special meeting of UniFirst shareholders to a later date or dates, if necessary or appropriate, to solicit additional proxies if, immediately prior to such adjournment, there are not sufficient votes at the time of the UniFirst special meeting to approve the UniFirst merger proposal or to ensure any supplement or amendment to the joint proxy statement/prospectus is timely provided to holders of UniFirst common stock (the ''UniFirst adjournment proposal''). Corporate Governance |
Other | For | FOR 7 funds |
Split 2 FOR, 1 ABSTAIN |
| UNITED PARCEL SERVICE, INC. | May 7, 2026 | To take steps to reduce the voting power of UPS class A stock from 10 votes per share to one vote per share. Shareholder Rights and Defenses |
Other | Against | FOR 13 funds |
Split 4 FOR, 1 ABSTAIN |
| UNITED RENTALS, INC. | May 8, 2026 | Stockholder Proposal on Directors Who Fail to Obtain a Majority Vote Corporate Governance |
Other | Against | FOR 13 funds |
Split 1 FOR, 5 AGAINST, 3 ABSTAIN |
| UNITEDHEALTH GROUP INCORPORATED | June 1, 2026 | If properly presented at the 2026 Annual Meeting of Shareholders, the shareholder proposal requesting the adoption of a policy to require any Board Chair to be independent. Corporate Governance |
Other | Against | AGAINST 14 funds |
Split 1 FOR, 10 AGAINST, 6 ABSTAIN |
| UNIVERSAL HEALTH SERVICES, INC. | May 20, 2026 | Stockholder proposal to report votes based on UHS shareholder money at risk, if properly presented at the meeting. Shareholder Rights and Defenses |
Other | Against | FOR 14 funds |
Split 4 FOR, 3 ABSTAIN |
| US FOODS HOLDING CORP. | May 14, 2026 | Approve an amendment to our certificate of incorporation to provide stockholders the right to call a special meeting at a 25% ownership threshold. Shareholder Rights and Defenses |
Other | For | FOR 12 funds |
Split 10 FOR, 3 ABSTAIN |
| Unicredit S.p.A. | March 31, 2026 | Accounts and Reports Corporate Governance |
Other | For | FOR 6 funds |
Split 1 FOR, 1 ABSTAIN |
| Union Pacific Corporation | November 14, 2025 | proposal to adjourn the Union Pacific special meeting from time to time, if necessary or appropriate, to solicit additional proxies in the event there are not sufficient votes at the time of the Union Pacific special meeting to approve the share issuance proposal, which proposal is referred to as the Union Pacific adjournment proposal. Corporate Governance |
Other | For | FOR 14 funds |
Split 7 FOR, 4 ABSTAIN |
| VEECO INSTRUMENTS INC. | February 6, 2026 | To approve the adjournment of the special meeting, if necessary or appropriate, to solicit additional proxies if there are insufficient votes at the time of the special meeting to approve the Merger Agreement Proposal or to ensure that any supplement or amendment to the joint proxy statement/prospectus is timely provided to stockholders. Corporate Governance |
Other | For | FOR 4 funds |
Split 3 FOR, 1 ABSTAIN |
| VERIS RESIDENTIAL, INC. | May 21, 2026 | To adjourn the special meeting to a later date or time if necessary or appropriate to ensure that any necessary supplement or amendment to the accompanying proxy statement is provided to Company stockholders a reasonable amount of time in advance of the special meeting or to solicit additional proxies in favor of the Merger Proposal if there are insufficient votes at the time of the special meeting to approve the Merger Proposal. Corporate Governance |
Other | For | FOR 9 funds |
Split 3 FOR, 1 ABSTAIN |
| VERISIGN, INC. | May 21, 2026 | Stockholder Proposal Regarding an Independent Chair Policy, if Properly Presented at the Meeting Corporate Governance |
Other | Against | AGAINST 13 funds |
Split 1 FOR, 4 AGAINST, 3 ABSTAIN |
| VERISK ANALYTICS, INC. | May 19, 2026 | Shareholder Proposal - Shareholder Right to Act by Written Consent. Shareholder Rights and Defenses |
Other | Against | AGAINST 14 funds |
Split 6 FOR, 1 AGAINST, 3 ABSTAIN |
| VERIZON COMMUNICATIONS | May 21, 2026 | Independent board chair Corporate Governance |
Other | Against | AGAINST 14 funds |
Split 6 AGAINST, 3 ABSTAIN |
| VERTEX PHARMACEUTICALS INCORPORATED | May 13, 2026 | Shareholder Proposal, if properly presented at the meeting, regarding shareholder right to act by written consent. Shareholder Rights and Defenses |
Other | Against | AGAINST 14 funds |
Split 6 FOR, 3 AGAINST, 6 ABSTAIN |
| VIPER ENERGY, INC. | May 19, 2026 | The approval of an amendment to the Company's certificate of incorporation to provide that stockholders holding at least 20% of the voting power, determined on a net long basis, continuously for at least one year, may call special meetings of stockholders, and other immaterial changes. Shareholder Rights and Defenses |
Other | For | AGAINST 7 funds |
Split 5 FOR, 1 AGAINST, 1 ABSTAIN |
| VISA INC. | January 27, 2026 | Shareholder proposal on shareholder right to act by written consent. Shareholder Rights and Defenses |
Other | Against | AGAINST 15 funds |
Split 3 FOR, 5 AGAINST, 6 ABSTAIN |
| VISA INC. | January 27, 2026 | Shareholder proposal requesting the Board of Directors to adopt a policy for an independent chair. Corporate Governance |
Other | Against | AGAINST 15 funds |
Split 1 FOR, 7 AGAINST, 6 ABSTAIN |
| VISA INC. | January 27, 2026 | To approve amendments to our Eighth Restated Certificate of Incorporation to limit officer liability as permitted by Delaware law. Director Elections |
Other | For | FOR 15 funds |
Split 7 FOR, 1 AGAINST, 6 ABSTAIN |
| VOYAGER TECHNOLOGIES, INC. | May 29, 2026 | To approve an adjournment of the Annual Meeting, if necessary, to solicit addition proxies if there are not sufficient votes at the time of the Annual Meeting to approve Proposal 3. Extraordinary Transactions |
Other | For | AGAINST 4 funds |
Split 1 AGAINST, 1 ABSTAIN |
| Vestas Wind Systems A/S | April 8, 2026 | Accounts and Reports Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| Vestas Wind Systems A/S | April 8, 2026 | Amendments to Articles (Meeting Location) Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| Vestas Wind Systems A/S | April 8, 2026 | Authorization of Legal Formalities Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| WALMART INC. | June 4, 2026 | Approval of an Amendment to our Restated Certificate of Incorporation to limit the liability of certain officers as permitted by Delaware law Director Elections |
Other | For | FOR 16 funds |
Split 8 FOR, 3 AGAINST, 7 ABSTAIN |
| WALMART INC. | June 4, 2026 | Request for Cumulative Voting for Board Elections Shareholder Rights and Defenses |
Other | Against | AGAINST 16 funds |
Split 11 AGAINST, 7 ABSTAIN |
| WEATHERFORD INTERNATIONAL PLC | June 11, 2026 | To approve an amendment to the Weatherford-Ireland Articles so that any Weatherford-Ireland ordinary shares that are issued on or after the Voting Record Time to persons other than Weatherford-US or its nominee(s) will either be subject to the terms of the Scheme of Arrangement or will be immediately and automatically acquired by Weatherford-US and/or its nominee(s) for the Scheme Consideration (as defined in the Scheme of Arrangement). Corporate Governance |
Other | For | AGAINST 8 funds |
Split 2 FOR, 4 AGAINST, 2 ABSTAIN |
| WEATHERFORD INTERNATIONAL PLC | June 11, 2026 | To approve any motion to adjourn the AGM, or any adjournments thereof, to another time and place if necessary or appropriate to solicit additional proxies if there are insufficient votes at the time of the AGM to approve the resolutions proposed at the AGM. Corporate Governance |
Other | For | AGAINST 8 funds |
Split 1 FOR, 5 AGAINST, 2 ABSTAIN |
| WEBSTER FINANCIAL CORPORATION | May 26, 2026 | To approve the adjournment or postponement of the special meeting, if necessary or appropriate, to solicit additional proxies if, immediately prior to such adjournment, there are not sufficient votes to approve the transaction proposal or to ensure that any supplement or amendment to the accompanying proxy statement/prospectus is timely provided (the "adjournment proposal"). Corporate Governance |
Other | For | FOR 12 funds |
Split 2 FOR, 1 ABSTAIN |
| WEC ENERGY GROUP, INC. | May 7, 2026 | Stockholder proposal to govern by majority vote Shareholder Rights and Defenses |
Other | Against | AGAINST 14 funds |
Split 4 FOR, 1 AGAINST, 5 ABSTAIN |
| WELLS FARGO & COMPANY | April 28, 2026 | Shareholder Proposal - Govern by Majority Vote. Shareholder Rights and Defenses |
Other | Against | AGAINST 12 funds |
Split 7 FOR, 5 AGAINST, 5 ABSTAIN |
| WELLS FARGO & COMPANY | April 28, 2026 | Shareholder Proposal - Request for Board of Directors to Adopt Policy for an Independent Chair. Corporate Governance |
Other | Against | AGAINST 12 funds |
Split 7 FOR, 5 AGAINST, 5 ABSTAIN |
| WEST PHARMACEUTICAL SERVICES, INC. | May 4, 2026 | Shareholder proposal regarding an independent Board Chair policy. Corporate Governance |
Other | Against | AGAINST 13 funds |
Split 6 FOR, 1 ABSTAIN |
| WH Group Limited | May 8, 2026 | Accounts and Reports Corporate Governance |
Other | For | FOR 6 funds |
Split 1 FOR, 1 AGAINST |
| WINGSTOP INC. | May 21, 2026 | Approve an amendment to the Certificate of Incorporation to provide the Board of Directors the power to adopt, amend or repeal our Bylaws. Corporate Governance |
Other | For | FOR 12 funds |
Split 6 FOR, 1 ABSTAIN |
| WINGSTOP INC. | May 21, 2026 | Ratification of prior amendments by the Board of Directors to the Bylaws to: Eliminate the sole supermajority voting requirement (adopted by the Board on May 22, 2025). Shareholder Rights and Defenses |
Other | For | FOR 12 funds |
Split 1 FOR, 1 ABSTAIN |
| WINGSTOP INC. | May 21, 2026 | Ratification of prior amendments by the Board of Directors to the Bylaws to: amend the advance notice provisions for stockholder proposals and nominations to require stockholders to provide certain additional information, to remove references to Roark Capital Management and its affiliates and to clarify and modernize certain other provisions of the Bylaws (adopted by the Board on February 21, 2018); Shareholder Rights and Defenses |
Other | For | FOR 12 funds |
Split 6 FOR, 1 ABSTAIN |
| WINGSTOP INC. | May 21, 2026 | Ratification of prior amendments by the Board of Directors to the Bylaws to: provide for procedural mechanics and disclosure requirements in connection with stockholder nominations of directors and proposals and availability of stockholders lists and to make certain other technical, ministerial, clarifying and conforming changes, including to align the Bylaws with various provisions of the DGCL (adopted by the Board on December 2, 2022); and Corporate Governance |
Other | For | FOR 12 funds |
Split 1 FOR, 1 ABSTAIN |
| WORKDAY, INC. | June 16, 2026 | To consider and vote upon a stockholder proposal regarding disclosure of voting results based on share class. Shareholder Rights and Defenses |
Other | Against | FOR 14 funds |
Split 6 FOR, 1 AGAINST, 2 ABSTAIN |
| WYNDHAM HOTELS & RESORTS, INC. | May 14, 2026 | To vote on a stockholder proposal, if properly presented at the meeting, regarding stockholder ability to act by written consent. Shareholder Rights and Defenses |
Other | Against | FOR 13 funds |
Split 3 FOR, 1 AGAINST, 2 ABSTAIN |
| Waters Corporation | January 27, 2026 | To approve the adjournment of the Special Meeting, if necessary, (a) to solicit additional proxies in the event there are not sufficient votes at the time of the Special Meeting to approve the Share Issuance Proposal, (b) if there are insufficient shares of Waters Common Stock represented (either in person via the Internet or by proxy) to constitute a quorum necessary to conduct business at the Special Meeting, or (c) to allow reasonable time for the filing or mailing of any supplemental or amended disclosures that the Company has determined, based on the advice of outside legal counsel, are reasonably likely to be required under applicable law and for such supplemental or amended disclosures to be disseminated and reviewed by the Company's stockholders. Corporate Governance |
Other | For | FOR 15 funds |
Split 7 FOR, 2 ABSTAIN |
| Wharf Real Estate Investment Co Ltd | May 12, 2026 | TO ADOPT THE FINANCIAL STATEMENTS AND THE REPORTS OF THE DIRECTORS AND INDEPENDENT AUDITOR FOR THE FINANCIAL YEAR ENDED 31 DECEMBER 2025 Corporate Governance |
Other | For | FOR 7 funds |
Split 1 FOR, 1 AGAINST |
| YUM! BRANDS, INC. | May 14, 2026 | Shareholder Proposal to Reduce the Percentage of Shares Required to Call a Special Meeting. Shareholder Rights and Defenses |
Other | Against | AGAINST 14 funds |
Split 8 FOR, 2 AGAINST, 4 ABSTAIN |
| ZIMMER BIOMET HOLDINGS, INC. | May 22, 2026 | Shareholder Proposal on Independent Board Chairman. Corporate Governance |
Other | Against | AGAINST 14 funds |
Split 1 FOR, 4 AGAINST, 2 ABSTAIN |
| ZOETIS INC. | May 20, 2026 | Shareholder proposal to permit shareholder action by written consent. Shareholder Rights and Defenses |
Other | Against | AGAINST 14 funds |
Split 5 FOR, 2 ABSTAIN |
| ZSCALER, INC. | January 12, 2026 | To vote on a non-binding stockholder proposal requesting the declassification of our board of directors. Shareholder Rights and Defenses |
Other | Against | FOR 8 funds |
Split 6 FOR, 3 ABSTAIN |
| adidas AG | May 7, 2026 | Additional or Amended Shareholder Proposals Corporate Governance |
Other | For | AGAINST 5 funds |
Split 1 AGAINST, 1 ABSTAIN |
| adidas AG | May 7, 2026 | Ratification of Management Board Acts Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| adidas AG | May 7, 2026 | Ratification of Supervisory Board Acts Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
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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.