Home › Asset managers › Compare 2025-2026 › Invesco vs Charles Schwab
Invesco 2025-2026 · Charles Schwab 2025-2026 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 15,070 | 13,787 | 1,042 | 241 | 93.0% | 92.4% |
| Board proposals | 14,108 | 13,029 | 937 | 142 | 93.3% | 93.0% |
| E&S shareholder proposals | 155 | 137 | 1 | 17 | 99.3% | 95.8% |
| Other items | 807 | 621 | 104 | 82 | 85.7% | 82.0% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
937 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 | Invesco | Charles Schwab |
|---|---|---|---|---|---|---|
| W&T OFFSHORE, INC. | June 3, 2026 | To approve, on an advisory basis, the compensation of the Company's named executive officers, as disclosed in the Proxy Statement pursuant to Item 402 of Regulation S-K. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 6 funds |
| W&T Offshore, Inc. | June 3, 2026 | Election of Directors: Mr. Daniel O. Conwill, IV Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 5 funds |
| WALKER & DUNLOP, INC. | May 19, 2026 | Advisory resolution to approve executive compensation Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 8 funds |
| WEATHERFORD INTERNATIONAL PLC | June 11, 2026 | To approve a capital reduction under sections 84 to 86 of the Companies Act to effect the cancellation of Weatherford-Ireland ordinary shares contemplated by the Scheme of Arrangement. Capital Structure |
Board | For | FOR 10 funds |
AGAINST 8 funds |
| WEATHERFORD INTERNATIONAL PLC | June 11, 2026 | To approve the terms of an initial subscription, allotment and issue of one, or more, Weatherford-Ireland ordinary shares to Weatherford International Corp (''Weatherford-US'') in connection with the Scheme of Arrangement. Extraordinary Transactions |
Board | For | FOR 10 funds |
AGAINST 8 funds |
| WEATHERFORD INTERNATIONAL PLC | June 11, 2026 | To authorize the directors of Weatherford-Ireland to allot and issue further new Weatherford-Ireland ordinary shares to Weatherford-US in connection with the Scheme of Arrangement to be paid up by the application of certain reserves as described in the Scheme of Arrangement. Extraordinary Transactions |
Board | For | FOR 10 funds |
AGAINST 8 funds |
| WEBTOON Entertainment Inc. | June 3, 2026 | Election of Directors: Jun Masuda (Class II) Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 4 funds |
| WEBTOON Entertainment Inc. | June 3, 2026 | Election of Directors: Namsun Kim (Class II) Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 4 funds |
| WEST BANCORPORATION, INC. | April 23, 2026 | To approve, on a nonbinding basis, the 2025 compensation of the named executive officers disclosed in the proxy statement. Say-on-Pay |
Board | For | AGAINST 4 funds |
FOR 3 funds |
| WESTLAKE CORPORATION | May 14, 2026 | An advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 11 funds |
FOR 13 funds |
| WESTWOOD HOLDINGS GROUP, INC. | April 30, 2026 | To cast a non-binding, advisory vote on Westwood's executive compensation. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 2 funds |
| WEYCO GROUP, INC. | May 5, 2026 | Advisory vote on the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 3 funds |
| WILLDAN GROUP, INC. | June 17, 2026 | Approval of an amendment to the Company's 2008 Performance Incentive Plan (the "2008 Plan"), including an increase in the number of shares available for grant under the 2008 Plan. Compensation |
Board | For | FOR 2 funds |
AGAINST 5 funds |
| WILLIAMS-SONOMA, INC. | June 18, 2026 | Election of directors: William Ready Director Elections |
Board | For | FOR 26 funds |
AGAINST 14 funds |
| WILLIS LEASE FINANCE CORPORATION | June 23, 2026 | Elect one Class I Director to serve until the 2029 Annual Meeting of Stockholders, specifically and as nominated by the Board of Directors. Stephen Jones Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 4 funds |
| WINMARK CORPORATION. | April 22, 2026 | Advisory vote to approve executive compensation. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 5 funds |
| WOODWARD, INC. | January 28, 2026 | Vote on an advisory resolution to approve the compensation of the Company's named executive officers; Say-on-Pay |
Board | For | AGAINST 14 funds |
FOR 14 funds |
| WORKDAY, INC. | June 16, 2026 | To approve the amendment and restatement of our 2012 Employee Stock Purchase Plan to increase the number of shares of common stock reserved for issuance. Compensation |
Board | For | AGAINST 24 funds |
FOR 14 funds |
| WORTHINGTON ENTERPRISES, INC. | September 23, 2025 | Approve, on an advisory basis, a resolution to approve the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 12 funds |
FOR 8 funds |
| WW INTERNATIONAL, INC. | June 12, 2026 | To approve, on an advisory basis, the Company's named executive officer compensation. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 5 funds |
| Welltower Inc. | May 21, 2026 | Election of Directors: Ade J. Patton Director Elections |
Board | For | FOR 36 funds |
AGAINST 15 funds |
| Welltower Inc. | May 21, 2026 | Election of Directors: Johnese M. Spisso Director Elections |
Board | For | FOR 36 funds |
AGAINST 15 funds |
| Welltower Inc. | May 21, 2026 | Election of Directors: Kathryn M. Sullivan Director Elections |
Board | For | FOR 36 funds |
AGAINST 15 funds |
| Welltower Inc. | May 21, 2026 | Election of Directors: Sergio D. Rivera Director Elections |
Board | For | FOR 36 funds |
AGAINST 15 funds |
| Winnebago Industries, Inc. | December 16, 2025 | Elect three Class II directors to hold office for a three-year term: John M. Murabito Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 7 funds |
| Workday, Inc. | June 16, 2026 | Election of Class II Directors: George J. Still, Jr. Director Elections |
Board | For | FOR 24 funds |
AGAINST 14 funds |
| Workday, Inc. | June 16, 2026 | Election of Class II Directors: Mark J. Hawkins Director Elections |
Board | For | FOR 24 funds |
AGAINST 14 funds |
| XENCOR, INC. | June 16, 2026 | Approval of the amendment to the Company's Amended and Restated 2023 Equity Incentive Plan to increase the number of authorized shares reserved for issuance thereunder by 4,000,000 shares; and Compensation |
Board | For | AGAINST 5 funds |
FOR 4 funds |
| XENCOR, INC. | June 16, 2026 | Approval, on an advisory (non-binding) basis, of the compensation of the Company's named executive officers, as disclosed in this Proxy Statement. Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 5 funds |
| XERIS BIOPHARMA HOLDINGS, INC. | June 4, 2026 | To approve, on a non-binding advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 6 funds |
| YEXT, INC. | June 10, 2026 | Approve the amended, restated and extended Yext, Inc. 2016 Equity Incentive Plan. Compensation |
Board | For | AGAINST 2 funds |
FOR 4 funds |
| YEXT, INC. | June 10, 2026 | Approve, on an advisory basis, the compensation of Yext, Inc.'s named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 5 funds |
| ZETA GLOBAL HOLDINGS CORP. | June 16, 2026 | Approval, on an advisory (non-binding) basis, of the compensation of our named executive officers Say-on-Pay |
Board | For | AGAINST 4 funds |
FOR 5 funds |
| ZETA GLOBAL HOLDINGS CORP. | June 16, 2026 | Election of Directors: Jeanine Silberblatt Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 4 funds |
| ZETA GLOBAL HOLDINGS CORP. | June 16, 2026 | Election of Directors: William Landman Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 4 funds |
| ZIPRECRUITER, INC. | June 9, 2026 | To approve, on an advisory basis, the compensation of the Company's Named Executive Officers. Say-on-Pay |
Board | For | AGAINST 4 funds |
FOR 5 funds |
| ZYMEWORKS INC. | December 30, 2025 | Advisory vote on the compensation of our named executive officers Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 3 funds |
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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.