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Invesco vs Charles Schwab: how alike they voted, 2025-2026

93.0% When both took a single position, they voted the same way on 93.0% of 14,829 items (13,787 the same, 1,042 different). 241 items where at least one of them split its funds are listed separately below. Both voted on 15,070 items in all.

Invesco 2025-2026 · Charles Schwab 2025-2026 · Download the item list (CSV)

By who put the item on the ballot. “Same position” = Same / (Same + Differ); split items are not in it. “Fund-level” is a second view over all common items: the chance that a fund of each manager, picked at random, voted the same way, which gives partial credit where a manager split.
Common itemsSame DifferSplit (not in %)Same position Fund-level
All ballot items 15,07013,7871,042 24193.0%92.4%
Board proposals 14,10813,029937 14293.3%93.0%
E&S shareholder proposals 1551371 1799.3%95.8%
Other items 807621104 8285.7%82.0%

Where they did not vote alike

Everything Voted differently Split votes

All ballot items Board proposals E&S shareholder proposals Other items

1,283 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.

CompanyMeetingProposalOn the ballot from Board recommendedInvescoCharles Schwab
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
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
AKAMAI TECHNOLOGIES, INC. May 13, 2026 To vote upon a shareholder proposal requiring the Company to provide a report on political spending.
Other Social Issues
Shareholder (E&S) Against Split
18 FOR, 5 AGAINST
AGAINST
14 funds
ALPHABET INC. June 5, 2026 Shareholder proposal regarding a report on AI data usage oversight
Corporate Governance
Shareholder (E&S) Against Split
39 FOR, 23 AGAINST
AGAINST
16 funds
ALPHABET INC. June 5, 2026 Shareholder proposal regarding a report on AI-generated misinformation
Corporate Governance
Shareholder (E&S) Against Split
5 FOR, 57 AGAINST
AGAINST
16 funds
ARCBEST CORPORATION April 24, 2026 A shareholder proposal to approve GHG emissions reduction targets, if properly presented at the Annual Meeting.
Environment or Climate
Shareholder (E&S) Against Split
6 FOR, 1 AGAINST
AGAINST
7 funds
AUTONATION, INC. April 28, 2026 Adoption of stockholder proposal regarding GHG report.
Environment or Climate
Shareholder (E&S) Against Split
10 FOR, 5 AGAINST
AGAINST
11 funds
BOOKING HOLDINGS INC. June 2, 2026 Non-binding stockholder vote on a proposal to avoid brand damage due to corporate political spending.
Other Social Issues
Shareholder (E&S) Against Split
2 FOR, 33 AGAINST
AGAINST
16 funds
GENERAL MILLS, INC. September 30, 2025 Shareholder Proposal - Disclosure of Regenerative Agriculture Practices Within Supply Chain.
Other Social Issues
Shareholder (E&S) Against Split
1 FOR, 27 AGAINST
AGAINST
14 funds
META PLATFORMS, INC. May 27, 2026 A shareholder proposal regarding report on addressing antisemitism and hate in online platforms.
Corporate Governance
Shareholder (E&S) Against Split
11 FOR, 56 AGAINST
AGAINST
15 funds
META PLATFORMS, INC. May 27, 2026 A shareholder proposal regarding report on risks of anti-American discrimination from H-1B visa program use.
Corporate Governance
Shareholder (E&S) Against Split
62 AGAINST, 5 ABSTAIN
AGAINST
15 funds
MICROSOFT CORPORATION December 5, 2025 Report on Data Operations in Human Rights Hotspots
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
3 FOR, 67 AGAINST
AGAINST
15 funds
MICROSOFT CORPORATION December 5, 2025 Report on Human Rights Due Diligence
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
5 FOR, 65 AGAINST
AGAINST
15 funds
NEXTERA ENERGY, INC. May 21, 2026 A proposal entitled "Paris Agreement Alignment" requesting NextEra Energy publish a report describing if and how the Company plans to reduce its total contribution to climate change and align its operations and investments with the Paris Agreement's goal of maintaining global temperatures well below 2 degrees Celsius, and ideally, 1.5 degrees Celsius.
Environment or Climate
Shareholder (E&S) Against Split
1 FOR, 23 AGAINST
AGAINST
14 funds
O'REILLY AUTOMOTIVE, INC. May 14, 2026 Shareholder proposal entitled "Avoid Brand Damage due to Corporate Political Spending."
Other Social Issues
Shareholder (E&S) Against Split
1 FOR, 31 AGAINST
AGAINST
14 funds
SONOCO PRODUCTS COMPANY April 15, 2026 Advisory (non-binding) shareholder proposal - avoid brand damage from political spending.
Other Social Issues
Shareholder (E&S) Against Split
11 FOR, 1 AGAINST
AGAINST
9 funds
STEEL DYNAMICS, INC. May 6, 2026 SHAREHOLDER PROPOSAL - AVOID POLITICAL SPENDING BRAND DAMAGE
Other Social Issues
Shareholder (E&S) Against Split
21 FOR, 2 AGAINST
AGAINST
15 funds
THE GOLDMAN SACHS GROUP, INC. April 29, 2026 Shareholder Proposal Regarding Lobbying Disclosure
Other Social Issues
Shareholder (E&S) Against Split
1 FOR, 42 AGAINST
AGAINST
13 funds
UNIVERSAL HEALTH SERVICES, INC. May 20, 2026 Stockholder proposal to adopt a policy requiring Universal Health Services, Inc. to publicly disclose its workforce diversity, if properly presented at the meeting.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
1 FOR, 21 AGAINST
AGAINST
14 funds
ABBVIE INC. May 8, 2026 Stockholder Proposal - to Adopt a Policy to Require an Independent Chair
Corporate Governance
Other Against Split
29 FOR, 11 AGAINST
AGAINST
16 funds
ADOBE INC. April 15, 2026 Stockholder Proposal Regarding Vote on Golden Parachutes.
Compensation
Other Against Split
2 FOR, 35 AGAINST
AGAINST
12 funds
ADVANCED MICRO DEVICES, INC. May 13, 2026 Stockholder proposal requesting changes to the stockholder right to call a special meeting.
Shareholder Rights and Defenses
Other Against Split
35 FOR, 7 AGAINST
AGAINST
14 funds
ALPHABET INC. June 5, 2026 Shareholder proposal regarding equal shareholder voting
Shareholder Rights and Defenses
Other Against Split
58 FOR, 4 AGAINST
FOR
16 funds
AMGEN INC. May 19, 2026 Stockholder proposal to require an independent board chairman.
Corporate Governance
Other Against Split
1 FOR, 32 AGAINST
AGAINST
15 funds
ANALOG DEVICES, INC. March 11, 2026 To consider a shareholder proposal, if properly presented at the Annual Meeting.
Shareholder Rights and Defenses
Other Against Split
2 FOR, 31 AGAINST
AGAINST
12 funds
APPLOVIN CORPORATION June 3, 2026 Approval of an amendment to our amended and restated certificate of incorporation to provide for officer exculpation as permitted by Delaware law.
Director Elections
Other For Split
1 FOR, 38 AGAINST
AGAINST
12 funds
APPLOVIN CORPORATION June 3, 2026 Stockholder proposal regarding disclosure of voting results by class of shares, if properly presented at the meeting.
Shareholder Rights and Defenses
Other Against Split
34 FOR, 5 AGAINST
FOR
12 funds
ASSURANT, INC. May 21, 2026 Stockholder proposal regarding action by written consent.
Shareholder Rights and Defenses
Other Against Split
20 FOR, 1 AGAINST
AGAINST
14 funds
AT&T INC. May 14, 2026 Shareholder Right to Act by Written Consent
Shareholder Rights and Defenses
Other Against Split
34 FOR, 3 AGAINST
AGAINST
12 funds
AUTODESK, INC. June 17, 2026 Stockholder proposal requesting amendment to stockholder special meeting right.
Shareholder Rights and Defenses
Other Against Split
29 FOR, 2 AGAINST
AGAINST
12 funds
BANK OF AMERICA CORPORATION May 4, 2026 Shareholder proposal requesting independent board chair
Corporate Governance
Other Against Split
1 FOR, 41 AGAINST
AGAINST
14 funds
BOSTON SCIENTIFIC CORPORATION April 30, 2026 Stockholder proposal titled "Give Shareholders the Ability to Call for a Special Shareholder Meeting."
Corporate Governance
Other Against Split
13 FOR, 21 AGAINST
AGAINST
16 funds
CAPITAL ONE FINANCIAL CORPORATION May 8, 2026 Stockholder proposal to require a shareholder vote on golden parachute arrangements.
Compensation
Other Against Split
8 FOR, 33 AGAINST
AGAINST
12 funds
CARVANA CO. May 5, 2026 To vote upon one stockholder proposal, as described in the Proxy Statement.
Corporate Governance
Other Against Split
1 FOR, 20 AGAINST
AGAINST
10 funds
CATERPILLAR INC. June 10, 2026 Shareholder Proposal - Shareholder Right to Act by Written Consent
Shareholder Rights and Defenses
Other Against Split
36 FOR, 7 AGAINST
AGAINST
16 funds
CBOE GLOBAL MARKETS, INC. May 14, 2026 Stockholder proposal regarding shareholder right to act by written consent.
Shareholder Rights and Defenses
Other Against Split
24 FOR, 9 AGAINST
AGAINST
11 funds
CBRE GROUP, INC. May 21, 2026 Stockholder proposal regarding our stockholders' ability to call special stockholder meetings.
Shareholder Rights and Defenses
Other Against Split
23 FOR, 12 AGAINST
AGAINST
16 funds
CHEVRON CORPORATION May 27, 2026 Adopt an Independent Chair
Corporate Governance
Other Against Split
6 FOR, 48 AGAINST
AGAINST
14 funds
CMS ENERGY CORPORATION May 8, 2026 Vote on a Shareholder Proposal: Shareholder Right to Act by Written Consent.
Shareholder Rights and Defenses
Other Against Split
24 FOR, 3 AGAINST
AGAINST
13 funds
COGNIZANT TECHNOLOGY SOLUTIONS CORP. June 2, 2026 Shareholder proposal to adopt shareholder right to act by written consent, if properly presented at the meeting.
Shareholder Rights and Defenses
Other Against Split
31 FOR, 9 AGAINST
AGAINST
13 funds
COMCAST CORPORATION June 10, 2026 Adopt policy to have an independent chair
Corporate Governance
Other Against Split
37 FOR, 1 AGAINST
AGAINST
14 funds
CONOCOPHILLIPS May 12, 2026 Stockholder Proposal - Independent Board Chairman.
Corporate Governance
Other Against Split
1 FOR, 38 AGAINST
AGAINST
13 funds
CROWN HOLDINGS, INC. April 30, 2026 Consideration of a Shareholder proposal regarding Shareholder right to act by written consent.
Shareholder Rights and Defenses
Other Against Split
13 FOR, 1 AGAINST
AGAINST
12 funds
CVS HEALTH CORPORATION May 14, 2026 Stockholder Proposal for Reducing the Threshold for Our Stockholder Right to Act By Written Consent.
Shareholder Rights and Defenses
Other Against Split
29 FOR, 14 AGAINST
AGAINST
14 funds
DANA INCORPORATED April 22, 2026 Shareholder proposal to require an independent Board Chairman.
Corporate Governance
Other Against Split
1 FOR, 9 AGAINST
AGAINST
7 funds
DEERE & COMPANY February 25, 2026 Shareholder proposal on shareholder right to act by written consent
Shareholder Rights and Defenses
Other Against Split
25 FOR, 1 AGAINST
AGAINST
13 funds
DOLLAR GENERAL CORPORATION May 28, 2026 To vote on a shareholder proposal asking the Board to take the steps necessary to reduce the minimum ownership percentage required to call a special shareholders' meeting from 25% to 10%.
Shareholder Rights and Defenses
Other Against Split
21 FOR, 1 AGAINST
AGAINST
13 funds
DOMINION ENERGY, INC. May 5, 2026 Shareholder Proposal Regarding a Policy for an Independent Chair
Corporate Governance
Other Against Split
19 FOR, 4 AGAINST
AGAINST
12 funds
DOMINO'S PIZZA, INC. April 21, 2026 Shareholder proposal regarding an independent board chair requirement.
Corporate Governance
Other Against Split
20 FOR, 2 AGAINST
AGAINST
14 funds
DOVER CORPORATION May 8, 2026 To consider a shareholder proposal requesting an independent board chair.
Corporate Governance
Other Against Split
21 FOR, 1 AGAINST
AGAINST
13 funds
DT MIDSTREAM, INC. May 5, 2026 Stockholder Proposal on Shareholder Right to Act by Written Consent.
Shareholder Rights and Defenses
Other Against Split
9 FOR, 4 AGAINST
AGAINST
12 funds
EBAY INC. June 17, 2026 Special stockholder meeting threshold, if properly presented.
Shareholder Rights and Defenses
Other Against Split
28 FOR, 5 AGAINST
AGAINST
13 funds
EDISON INTERNATIONAL April 23, 2026 Shareholder Proposal Regarding Retention of Equity
Compensation
Other Against Split
1 FOR, 20 AGAINST
AGAINST
13 funds
ELI LILLY AND COMPANY May 4, 2026 Shareholder proposal to adopt a policy and amend the bylaws to require an independent board chair.
Corporate Governance
Other Against Split
1 FOR, 42 AGAINST
AGAINST
15 funds
ENTEGRIS, INC. May 6, 2026 Stockholder Proposal: Providing stockholders the right to call special meetings of stockholders.
Shareholder Rights and Defenses
Other Against Split
3 FOR, 13 AGAINST
AGAINST
13 funds
ENTEGRIS, INC. May 6, 2026 To approve, on an advisory basis, providing stockholders the right to call special meetings of stockholders.
Shareholder Rights and Defenses
Other For Split
13 FOR, 3 AGAINST
FOR
13 funds
EVERSOURCE ENERGY May 6, 2026 Vote on a shareholder proposal titled "Independent Board Chairman," if properly brought before the meeting.
Corporate Governance
Other Against Split
1 FOR, 26 AGAINST
AGAINST
14 funds
FEDEX CORPORATION September 29, 2025 Stockholder proposal regarding independent board chairman.
Corporate Governance
Other Against Split
4 FOR, 28 AGAINST
AGAINST
12 funds
FIRSTENERGY CORP. May 20, 2026 Independent Board Chairman
Corporate Governance
Other Against Split
22 FOR, 4 AGAINST
AGAINST
13 funds
HONEYWELL INTERNATIONAL INC. May 22, 2026 Shareowner Proposal - Shareholder Right to Act by Written Consent.
Shareholder Rights and Defenses
Other Against Split
29 FOR, 1 AGAINST
AGAINST
12 funds

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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.