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 |
|---|---|---|---|---|---|---|
| TFS Financial Corporation | February 26, 2026 | Election of Directors: DANIEL F. WEIR Director Elections |
Board | For | FOR 2 funds |
AGAINST 5 funds |
| TFS Financial Corporation | February 26, 2026 | Election of Directors: WILLIAM C. MULLIGAN Director Elections |
Board | For | FOR 2 funds |
AGAINST 5 funds |
| THE CARLYLE GROUP INC. | June 3, 2026 | Approval of The Carlyle Group Inc. Amended and Restated 2012 Equity Incentive Plan Compensation |
Board | For | FOR 6 funds |
AGAINST 12 funds |
| THE COCA-COLA COMPANY | April 29, 2026 | Election of Directors: Thomas S. Gayner Director Elections |
Board | For | FOR 39 funds |
AGAINST 15 funds |
| THE FIRST BANCORP, INC. | April 29, 2026 | To approve (on a non-binding basis), the compensation of the Company's executives, as disclosed in the Company's annual report and proxy statement. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 3 funds |
| THE GEO GROUP, INC. | April 28, 2026 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | FOR 11 funds |
AGAINST 8 funds |
| THE GOLDMAN SACHS GROUP, INC. | April 29, 2026 | Advisory Vote to Approve Executive Compensation (Say on Pay) Say-on-Pay |
Board | For | AGAINST 56 funds |
FOR 16 funds |
| THE GREENBRIER COMPANIES, INC. | January 7, 2026 | Election of Directors: Graeme A. Jack Director Elections |
Board | For | WITHHOLD 10 funds |
FOR 7 funds |
| THE HACKETT GROUP INC | April 30, 2026 | Election of Director: John R. Harris Director Elections |
Board | For | AGAINST 2 funds |
FOR 5 funds |
| THE HERSHEY COMPANY | May 5, 2026 | Approve named executive officer compensation on a non-binding advisory basis. Say-on-Pay |
Board | For | FOR 35 funds |
AGAINST 16 funds |
| THE JOINT CORP. | May 20, 2026 | Approval, on an advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 3 funds |
| THE ONCOLOGY INSTITUTE, INC. | June 17, 2026 | Approval, on a non-binding, advisory basis, of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 4 funds |
FOR 3 funds |
| THE PENNANT GROUP, INC. | May 14, 2026 | Advisory approval of the Company's named executive officer compensation Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 5 funds |
| THE SCOTTS MIRACLE-GRO COMPANY | January 26, 2026 | Approval of an amendment and restatement of The Scotts Miracle-Gro Company Long-Term Incentive Plan to, among other things, increase the maximum number of common shares available for grant to participants. Compensation |
Board | For | FOR 6 funds |
AGAINST 8 funds |
| THE SIMPLY GOOD FOODS COMPANY | January 28, 2026 | To approve, by an advisory vote, the compensation of our named executive officers Say-on-Pay |
Board | For | AGAINST 11 funds |
FOR 8 funds |
| THE ST. JOE COMPANY | May 12, 2026 | Approval, on an advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 10 funds |
FOR 5 funds |
| THE TRADE DESK, INC. | September 16, 2025 | The approval of the amendment and restatement of the articles of incorporation of The Trade Desk, Inc. to change the date all of the shares of Class B common stock will automatically convert into Class A common stock and to waive jury trials for internal actions in conformity with recent Nevada law updates. Capital Structure |
Board | For | FOR 23 funds |
AGAINST 13 funds |
| THE VITA COCO COMPANY, INC. | June 3, 2026 | Advisory vote on executive compensation. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 5 funds |
| TILE SHOP HOLDINGS, INC. | December 3, 2025 | To amend the Company's Certificate of Incorporation to effect a reverse stock split of the Company's outstanding common stock, at any ratio between not less than 1-for-2,000 and not greater than 1-for-4,000 at such time as and at such ratio as the Board of Directors shall determine. Extraordinary Transactions |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| TIMBERLAND BANCORP, INC. | January 27, 2026 | Advisory (non-binding) approval of the compensation of our named executive officers as disclosed in the proxy statement. Say-on-Pay |
Board | For | AGAINST 4 funds |
FOR 3 funds |
| TIPTREE INC. | April 28, 2026 | To approve Amendment No. 2 to the 2017 Omnibus Incentive Plan to (a) extend the term of the 2017 Plan to June 6, 2037, and (b) increase the number of shares of the Company's common stock available for awards thereunder by an additional 4,000,000 shares. Compensation |
Board | For | AGAINST 2 funds |
FOR 4 funds |
| TIPTREE INC. | April 28, 2026 | To approve, in an advisory (non-binding) vote, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 5 funds |
| TITAN INTERNATIONAL, INC. | June 18, 2026 | To approve, in a non-binding advisory vote, the 2025 compensation paid to the Company's named executive officers. Say-on-Pay |
Board | Not determined | AGAINST 5 funds |
FOR 8 funds |
| TITAN MACHINERY INC. | June 8, 2026 | To conduct an advisory vote on a non-binding resolution to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 8 funds |
| TOAST, INC. | June 12, 2026 | To approve, on an advisory (non-binding) basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 12 funds |
| TOLL BROTHERS, INC. | March 10, 2026 | Election of Directors: Wendell E. Pritchett Director Elections |
Board | For | FOR 7 funds |
AGAINST 12 funds |
| TORRID HOLDINGS INC. | June 2, 2026 | ADVISORY VOTE ON THE COMPENSATION PAID TO THE COMPANY'S NAMED EXECUTIVE OFFICERS. Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 3 funds |
| TPG RE FINANCE TRUST, INC. | May 19, 2026 | Advisory Vote on Executive Compensation: To approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 8 funds |
| TPG RE FINANCE TRUST, INC. | May 19, 2026 | Ratification of the appointment of Deloitte & Touche LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2026. Audit-related |
Board | For | FOR 2 funds |
AGAINST 7 funds |
| TRADEWEB MARKETS INC. | May 19, 2026 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 13 funds |
AGAINST 15 funds |
| TRANSMEDICS GROUP, INC. | May 20, 2026 | To approve, on a non-binding advisory basis, the compensation paid to TransMedics' named executive officers. Say-on-Pay |
Board | For | AGAINST 16 funds |
FOR 5 funds |
| TRAVELZOO | April 20, 2026 | Vote to approve option grant to Global Chief Executive Officer. Compensation |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| TREDEGAR CORPORATION | May 8, 2026 | Non-Binding Advisory Vote to Approve Named Executive Officer Compensation. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 6 funds |
| TREVI THERAPEUTICS INC | June 3, 2026 | Approval, on an advisory basis, of the compensation paid to our named executive officers. Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 6 funds |
| TRI POINTE HOMES, INC. | April 16, 2026 | To approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to the Company's named executive officers that is based on or otherwise relates to the Merger Agreement and the transactions contemplated therein. Say-on-Pay |
Board | For | FOR 12 funds |
AGAINST 8 funds |
| TRIMAS CORPORATION | May 20, 2026 | Approval, on a non-binding advisory basis, of the compensation paid to the Company's Named Executive Officers. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 8 funds |
| TRISALUS LIFE SCIENCES, INC. | May 14, 2026 | To consider and vote upon, on an advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 3 funds |
| TRUEBLUE, INC | May 11, 2026 | Advisory (Non-Binding) vote Approving Executive Compensation Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 8 funds |
| TRUPANION, INC. | June 10, 2026 | To approve, on a non-binding advisory basis, the compensation provided to our named executive officers for the year ended December 31, 2025. Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 5 funds |
| TTEC HOLDINGS, INC. | May 21, 2026 | The approval of the redomestication of the Company from Delaware to Texas by conversion. Extraordinary Transactions |
Board | For | FOR 2 funds |
AGAINST 5 funds |
| TUCOWS INC. | June 2, 2026 | To approve on a non-binding basis, the Executive compensation for the Named Executive Officers. Compensation |
Board | For | AGAINST 2 funds |
FOR 5 funds |
| TVARDI THERAPEUTICS, INC. | June 9, 2026 | To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| TWIST BIOSCIENCE CORPORATION | February 5, 2026 | To adopt, on an advisory basis, a resolution approving the compensation of the Company's Named Executive Officers, as described in the Proxy Statement under ''Executive Compensation.'' Say-on-Pay |
Board | For | AGAINST 11 funds |
FOR 6 funds |
| TechTarget, Inc. | July 24, 2025 | Election of Directors: Sally Ashford Director Elections |
Board | For | AGAINST 2 funds |
FOR 4 funds |
| TechTarget, Inc. | July 24, 2025 | Election of Directors: Stephen A. Carter Director Elections |
Board | For | AGAINST 2 funds |
FOR 4 funds |
| Tejon Ranch Co. | May 13, 2026 | Election of Directors: Andrew Dakos Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 4 funds |
| Tejon Ranch Co. | May 13, 2026 | Election of Directors: Daniel R. Tisch Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 4 funds |
| Teladoc Health, Inc. | May 21, 2026 | Elect nine directors, each for a term of one year: David B. Snow, Jr. Director Elections |
Board | For | FOR 3 funds |
AGAINST 8 funds |
| The Bank of New York Mellon Corporation | April 14, 2026 | Election of Directors: Joseph J. Echevarria Director Elections |
Board | For | FOR 31 funds |
AGAINST 14 funds |
| The E.W. Scripps Company | May 4, 2026 | Election of Directors: Kim Williams Director Elections |
Board | For | FOR 3 funds |
WITHHOLD 7 funds |
| The Eastern Company | May 6, 2026 | Election of Directors: Fredrick D. DiSanto Director Elections |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| The Gap, Inc. | May 12, 2026 | Election of Directors: Robert J. Fisher Director Elections |
Board | For | AGAINST 9 funds |
FOR 11 funds |
| The Goldman Sachs Group, Inc. | April 29, 2026 | Election of Directors: Kimberley Harris Director Elections |
Board | For | AGAINST 43 funds |
FOR 13 funds |
| The Hershey Company | May 5, 2026 | Election of Directors: Huong Maria T. Kraus Director Elections |
Board | For | FOR 23 funds |
AGAINST 15 funds |
| Thermo Fisher Scientific Inc. | May 20, 2026 | Election of Directors: Dion J. Weisler Director Elections |
Board | For | FOR 35 funds |
AGAINST 14 funds |
| Tredegar Corporation | May 8, 2026 | Election of Directors: Carl E. Tack III Director Elections |
Board | For | AGAINST 2 funds |
FOR 5 funds |
| Triumph Financial, Inc. | April 23, 2026 | Election of Directors: Charles A. Anderson Director Elections |
Board | For | FOR 5 funds |
AGAINST 7 funds |
| Tronox Holdings Plc | April 28, 2026 | Election of Directors: Ilan Kaufthal Director Elections |
Board | For | FOR 2 funds |
AGAINST 7 funds |
| Tyson Foods, Inc. | February 5, 2026 | Election of Directors: Olivia L. Tyson Director Elections |
Board | For | AGAINST 25 funds |
FOR 13 funds |
| UFP TECHNOLOGIES, INC. | June 4, 2026 | To vote on a non-binding advisory resolution to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 10 funds |
FOR 5 funds |
| UNIQURE N.V. | June 10, 2026 | Designation of the Board as the competent body to exclude or limit preemptive rights upon the issuance of Ordinary Shares. Capital Structure |
Board | For | FOR 1 fund |
AGAINST 3 funds |
| UNISYS CORPORATION | April 30, 2026 | Non-binding advisory vote to approve executive compensation. Say-on-Pay |
Board | For | AGAINST 4 funds |
FOR 8 funds |
| UNITED PARKS & RESORTS INC. | September 3, 2025 | To grant the Board of Directors of United Parks & Resorts Inc. (the "Company") the authority to approve and implement additional repurchases of shares of the Company's common stock, subject to the qualification that the Company will not repurchase additional shares if Hill Path Capital LP's ("Hill Path") common stock ownership interest percentage would, as a result of any such repurchase, equal or exceed 70% (excluding Hill Path's and its affiliates' non-voting derivative positions). Capital Structure |
Board | For | AGAINST 3 funds |
FOR 7 funds |
| UNITED PARKS & RESORTS INC. | June 16, 2026 | Approval, in a non-binding advisory vote, of the compensation paid to the named executive officers. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 8 funds |
| UNITED STATES ANTIMONY CORPORATION | June 12, 2026 | To approve an amendment to the Certificate of Formation to increase the number of shares authorized for issuance by the Company; and Capital Structure |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| UNITED STATES LIME & MINERALS, INC. | May 1, 2026 | To approve, on a non-binding advisory basis, the Company's executive compensation. Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 5 funds |
| UNITEDHEALTH GROUP INCORPORATED | June 1, 2026 | Advisory approval of the Company's executive compensation. Say-on-Pay |
Board | For | FOR 56 funds |
AGAINST 17 funds |
| UNITY SOFTWARE INC. | May 13, 2026 | To approve, on an advisory basis, the compensation of the Company's named executive officers, as disclosed in the accompanying proxy statement. Say-on-Pay |
Board | For | AGAINST 15 funds |
FOR 14 funds |
| UNIVERSAL DISPLAY CORPORATION | June 18, 2026 | Advisory resolution to approve the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 13 funds |
FOR 13 funds |
| UNIVERSAL ELECTRONICS INC. | May 19, 2026 | To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| UNIVERSAL LOGISTICS HOLDINGS, INC. | April 29, 2026 | To approve a non-binding advisory resolution approving the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 4 funds |
FOR 5 funds |
| UPSTART HOLDINGS, INC. | May 28, 2026 | The approval, on an advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 5 funds |
| UROGEN PHARMA LTD | August 26, 2025 | To approve amendments to the Company's 2024 non-employee director and officer compensation policy to, among other things, increase the equity compensation payable to our executive officers and non-employee directors. Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| USA RARE EARTH, INC. | June 3, 2026 | Election of Directors: Carolyn Trabuco Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 4 funds |
| USA RARE EARTH, INC. | June 3, 2026 | Election of Directors: Michael Senft Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 4 funds |
| USCB Financial Holdings, Inc. | May 26, 2026 | Election of Directors: NOMINEES for a one-year term expiring in 2027: Ramon Abadin Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 2 funds |
| UWM HOLDINGS CORPORATION | June 3, 2026 | To approve, on an advisory basis, the compensation of our named executive officers Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 7 funds |
| Uber Technologies, Inc. | May 4, 2026 | Election of Directors: Nikesh Arora Director Elections |
Board | For | FOR 30 funds |
AGAINST 13 funds |
| Ubiquiti Inc. | December 4, 2025 | Election of a Director: Ronald A. Sege Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 8 funds |
| Unisys Corporation | April 30, 2026 | Election of Directors: Matthew J. Desch Director Elections |
Board | For | FOR 2 funds |
AGAINST 7 funds |
| United Parks & Resorts Inc. | June 16, 2026 | Election of the ten director nominees: Scott Ross Director Elections |
Board | For | AGAINST 4 funds |
FOR 7 funds |
| Universal Technical Institute, Inc. | March 12, 2026 | Election of three (3) Class I Directors: Robert DeVincenzi Director Elections |
Board | For | AGAINST 2 funds |
FOR 4 funds |
| VAIL RESORTS, INC. | December 9, 2025 | Advisory vote to approve executive compensation. Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 15 funds |
| VALHI, INC. | May 21, 2026 | Nonbinding advisory vote approving named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 4 funds |
| VERA THERAPEUTICS, INC. | May 21, 2026 | To approve, on an advisory basis, the compensation of the Company's named executive officers, as disclosed in the Proxy Statement. Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 6 funds |
| VERASTEM, INC. | May 21, 2026 | To approve an advisory vote on the compensation of the named executive officers. Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 3 funds |
| VERICEL CORPORATION | April 29, 2026 | To approve, on an advisory basis, the compensation of Vericel Corporation's named executive officers. Say-on-Pay |
Board | For | AGAINST 10 funds |
FOR 5 funds |
| VERIS RESIDENTIAL, INC. | May 21, 2026 | To approve, by a non-binding advisory vote, the compensation that may be paid or become payable to the Company's named executive officers that is based on or otherwise relates to the Transactions, including the Mergers. Say-on-Pay |
Board | For | FOR 11 funds |
AGAINST 10 funds |
| VESTIS CORPORATION | February 18, 2026 | To approve, in a non-binding advisory vote, named executive officer compensation for fiscal 2025. Say-on-Pay |
Board | For | AGAINST 10 funds |
FOR 8 funds |
| VIASAT, INC. | September 4, 2025 | Advisory Vote on Executive Compensation Say-on-Pay |
Board | For | AGAINST 11 funds |
FOR 8 funds |
| VIKING THERAPEUTICS INC | May 19, 2026 | TO APPROVE, ON AN ADVISORY BASIS, THE COMPENSATION OF THE COMPANY'S NAMED EXECUTIVE OFFICERS. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 7 funds |
| VIRGINIA NATIONAL BANKSHARES CORPORATION | July 24, 2025 | Advisory (non-binding) approval of the Company's executive compensation. Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 3 funds |
| VIRIDIAN THERAPEUTICS, INC. | June 2, 2026 | To approve, on an advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 7 funds |
| VIRTUS INVESTMENT PARTNERS, INC. | May 20, 2026 | Election of Directors: Timothy A. Holt Director Elections |
Board | For | FOR 6 funds |
WITHHOLD 9 funds |
| VOYAGER TECHNOLOGIES, INC. | May 29, 2026 | To approve the Redomestication of the Company from Delaware to Texas. Extraordinary Transactions |
Board | For | FOR 2 funds |
AGAINST 4 funds |
| VOYAGER THERAPEUTICS, INC. | June 9, 2026 | To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 3 funds |
| VSE CORPORATION | May 7, 2026 | Approval, on a non-binding advisory basis, of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 15 funds |
FOR 9 funds |
| VUZIX CORPORATION | June 16, 2026 | To conduct a non-binding advisory vote for the approval of the compensation disclosed in the Proxy Statement of the Company's executive officers who are named in the Proxy Statement Summary Compensation Table. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 3 funds |
| Velocity Financial, Inc. | May 21, 2026 | Election of Directors: John A. Pless Director Elections |
Board | For | FOR 1 fund |
AGAINST 4 funds |
| Vitesse Energy, Inc. | June 5, 2026 | Election of Directors: Joseph S. Steinberg Director Elections |
Board | For | FOR 2 funds |
AGAINST 4 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.