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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
IDEXX LABORATORIES, INC. May 12, 2026 Shareholder Proposal to Give Shareholders the Ability to Call for a Special Shareholder Meeting (Proposal Six).
Shareholder Rights and Defenses
Other Against Split
27 FOR, 6 AGAINST
AGAINST
14 funds
INTERNATIONAL BUSINESS MACHINES CORP. April 28, 2026 Stockholder Proposal Requesting a Right to Act by Written Consent
Shareholder Rights and Defenses
Other Against Split
30 FOR, 1 AGAINST
AGAINST
14 funds
JPMORGAN CHASE & CO. May 19, 2026 Independent board chairman
Corporate Governance
Other Against Split
1 FOR, 41 AGAINST
AGAINST
14 funds
KKR & CO. INC. May 21, 2026 An amendment to the Existing Charter to establish stockholders' meetings as the sole mechanism for approval of matters on which holders of common stock are required or permitted to vote.
Shareholder Rights and Defenses
Other For Split
24 FOR, 9 AGAINST
AGAINST
14 funds
KKR & CO. INC. May 21, 2026 The adjournment of the Special Meeting, from time to time, if necessary or appropriate, to solicit additional proxies if there are not sufficient votes in favor of any of the amendments to the Existing Charter.
Corporate Governance
Other For Split
31 FOR, 2 AGAINST
FOR
14 funds
MARVELL TECHNOLOGY, INC. June 25, 2026 To consider and act on one stockholder proposal, entitled "Independent Board Chairman", if properly presented at the Annual Meeting.
Corporate Governance
Other Against Split
3 FOR, 21 AGAINST
AGAINST
11 funds
MASTERCARD INCORPORATED June 16, 2026 Consideration of a stockholder proposal regarding shareholder right to act by written consent
Shareholder Rights and Defenses
Other Against Split
35 FOR, 8 AGAINST
AGAINST
13 funds
MEDPACE HOLDINGS, INC. May 15, 2026 Stockholder proposal regarding giving shareholders an ability to call for a special shareholder meeting, if properly presented at the meeting.
Shareholder Rights and Defenses
Other Against Split
13 FOR, 2 AGAINST
AGAINST
13 funds
META PLATFORMS, INC. May 27, 2026 A shareholder proposal regarding annual vote regarding executive pay.
Compensation
Other Against Split
56 FOR, 11 AGAINST
FOR
15 funds
META PLATFORMS, INC. May 27, 2026 A shareholder proposal regarding disclosure of voting results by share class.
Shareholder Rights and Defenses
Other Against Split
48 FOR, 19 AGAINST
FOR
15 funds
META PLATFORMS, INC. May 27, 2026 A shareholder proposal regarding dual class capital structure.
Shareholder Rights and Defenses
Other Against Split
63 FOR, 4 AGAINST
FOR
15 funds
MKS INC. May 11, 2026 A shareholder proposal to reduce the threshold percentage of shareholders required to call a special meeting of shareholders from 40% to 10%, if properly presented at the meeting.
Corporate Governance
Other Against Split
4 FOR, 17 AGAINST
AGAINST
11 funds
MORGAN STANLEY May 14, 2026 Shareholder proposal requesting an independent Board Chairman
Corporate Governance
Other Against Split
28 FOR, 2 AGAINST
AGAINST
14 funds
NETFLIX, INC. June 4, 2026 Stockholder proposal entitled, "Proposal 4 - Shareholder Right to Act by Written Consent," if properly presented at the meeting.
Shareholder Rights and Defenses
Other Against Split
40 FOR, 7 AGAINST
AGAINST
13 funds
NORTHROP GRUMMAN CORPORATION May 20, 2026 Shareholder proposal to provide for an independent Board chair.
Corporate Governance
Other Against Split
21 FOR, 7 AGAINST
AGAINST
12 funds
PPG INDUSTRIES, INC. April 16, 2026 Shareholder proposal to adopt a policy requiring an independent board chair, if properly presented
Corporate Governance
Other Against Split
22 FOR, 4 AGAINST
AGAINST
14 funds
PRUDENTIAL FINANCIAL, INC. May 12, 2026 Shareholder proposal regarding an Independent Board Chairman.
Corporate Governance
Other Against Split
1 FOR, 24 AGAINST
AGAINST
13 funds
QUEST DIAGNOSTICS INCORPORATED May 20, 2026 Stockholder proposal regarding an independent board chairman, if properly presented at the Annual Meeting.
Corporate Governance
Other Against Split
19 FOR, 3 AGAINST
AGAINST
13 funds
S&P GLOBAL INC. May 20, 2026 Vote on a shareholder proposal to reduce the stock ownership threshold for calling a special shareholder meeting;
Shareholder Rights and Defenses
Other Against Split
3 FOR, 23 AGAINST
AGAINST
12 funds
SERVICE CORPORATION INTERNATIONAL May 6, 2026 To approve an amendment to the Articles of Incorporation to limit the liability of officers as permitted by law.
Director Elections
Other For Split
9 FOR, 2 AGAINST
FOR
12 funds
SERVICENOW, INC. May 21, 2026 Shareholder proposal regarding shareholder right to act by written consent.
Shareholder Rights and Defenses
Other Against Split
4 FOR, 29 AGAINST
AGAINST
12 funds
SYSCO CORPORATION November 14, 2025 To consider a stockholder proposal to adopt a policy requiring that the Board Chair and CEO roles be separate positions held by different people.
Corporate Governance
Other Against Split
38 FOR, 4 AGAINST
AGAINST
14 funds
TESLA, INC. November 6, 2025 A shareholder proposal to seek shareholder approval before adopting an amendment to the bylaws pursuant to Section 21.373 of the TBOC.
Corporate Governance
Other Against Split
40 FOR, 5 AGAINST
FOR
13 funds
TEXAS INSTRUMENTS INCORPORATED April 16, 2026 Stockholder proposal to permit stockholders to act by written consent.
Shareholder Rights and Defenses
Other Against Split
33 FOR, 6 AGAINST
AGAINST
17 funds
THE BOEING COMPANY April 17, 2026 Action by Written Consent.
Shareholder Rights and Defenses
Other Against Split
17 FOR, 5 AGAINST
AGAINST
13 funds
THE ESTEE LAUDER COMPANIES INC. November 13, 2025 Approval of Amendments to the Restated Certificate of Incorporation to Eliminate the Monetary Liability of Certain Officers as Permitted by Delaware Law and to Make Certain Miscellaneous Changes to Article IV thereof.
Director Elections
Other For Split
4 FOR, 16 AGAINST
AGAINST
13 funds
THE HARTFORD INSURANCE GROUP, INC. May 20, 2026 Shareholder proposal that the Company adopt written consent rights for shareholders
Shareholder Rights and Defenses
Other Against Split
32 FOR, 7 AGAINST
AGAINST
13 funds
TYSON FOODS, INC. February 5, 2026 Shareholder proposal regarding disclosure of voting results based on class of shares.
Shareholder Rights and Defenses
Other Against Split
24 FOR, 1 AGAINST
FOR
13 funds
UNITED AIRLINES HOLDINGS, INC. May 19, 2026 Advisory vote on stockholder proposal entitled "Shareholder Right to Act by Written Consent".
Shareholder Rights and Defenses
Other Against Split
25 FOR, 1 AGAINST
AGAINST
13 funds
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 Split
3 FOR, 41 AGAINST
AGAINST
14 funds
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 Split
21 FOR, 1 AGAINST
FOR
14 funds
VERISIGN, INC. May 21, 2026 Stockholder Proposal Regarding an Independent Chair Policy, if Properly Presented at the Meeting
Corporate Governance
Other Against Split
20 FOR, 1 AGAINST
AGAINST
13 funds
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 Split
22 FOR, 4 AGAINST
AGAINST
14 funds
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 Split
5 FOR, 3 AGAINST
AGAINST
7 funds
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 Split
42 FOR, 2 AGAINST
FOR
15 funds
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 Split
44 FOR, 6 AGAINST
FOR
16 funds
WEC ENERGY GROUP, INC. May 7, 2026 Stockholder proposal to govern by majority vote
Shareholder Rights and Defenses
Other Against Split
21 FOR, 2 AGAINST
AGAINST
14 funds
WELLS FARGO & COMPANY April 28, 2026 Shareholder Proposal - Govern by Majority Vote.
Shareholder Rights and Defenses
Other Against Split
37 FOR, 4 AGAINST
AGAINST
12 funds
WELLS FARGO & COMPANY April 28, 2026 Shareholder Proposal - Request for Board of Directors to Adopt Policy for an Independent Chair.
Corporate Governance
Other Against Split
1 FOR, 40 AGAINST
AGAINST
12 funds
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 Split
28 FOR, 1 AGAINST
AGAINST
14 funds
ZIMMER BIOMET HOLDINGS, INC. May 22, 2026 Shareholder Proposal on Independent Board Chairman.
Corporate Governance
Other Against Split
18 FOR, 1 AGAINST
AGAINST
14 funds
A10 NETWORKS, INC. April 22, 2026 To approve, on an advisory and non-binding basis, the compensation of our named executive officers.
Say-on-Pay
Board For Split
11 FOR, 1 AGAINST
FOR
5 funds
ADOBE INC. April 15, 2026 Approve, on an advisory basis, the compensation of our named executive officers.
Say-on-Pay
Board For Split
6 FOR, 39 AGAINST
AGAINST
15 funds
ALNYLAM PHARMACEUTICALS, INC. May 20, 2026 To approve, in a non-binding advisory vote, the compensation of Alnylam's named executive officers.
Say-on-Pay
Board For Split
17 FOR, 14 AGAINST
FOR
11 funds
ALPHABET INC. June 5, 2026 Advisory vote to approve compensation awarded to named executive officers
Say-on-Pay
Board For Split
4 FOR, 68 AGAINST
AGAINST
19 funds
AMCOR PLC November 6, 2025 To approve, by non-binding, advisory vote, the Company's executive compensation.
Say-on-Pay
Board For Split
28 FOR, 3 AGAINST
FOR
15 funds
AMPHENOL CORPORATION May 21, 2026 Advisory vote to approve compensation of named executive officers
Say-on-Pay
Board For Split
34 FOR, 11 AGAINST
FOR
16 funds
ANTERO MIDSTREAM CORPORATION June 3, 2026 To approve, on an advisory basis, the compensation of Antero Midstream Corporation's named executive officers.
Say-on-Pay
Board For Split
17 FOR, 2 AGAINST
FOR
14 funds
APA CORPORATION May 21, 2026 Advisory vote to approve the compensation of APA's named executive officers
Say-on-Pay
Board For Split
25 FOR, 3 AGAINST
FOR
17 funds
APPLIED INDUSTRIAL TECHNOLOGIES, INC. October 21, 2025 Election of Directors: Joe A. Raver
Director Elections
Board For Split
1 FOR, 16 WITHHOLD
FOR
12 funds
ATLASSIAN CORPORATION December 2, 2025 Approval of an amendment and restatement to our 2015 Employee Share Purchase Plan.
Compensation
Board For Split
10 FOR, 2 AGAINST
AGAINST
7 funds
AURORA INNOVATION, INC. May 21, 2026 Approval, on an advisory basis, of the compensation of the Company's named executive officers.
Say-on-Pay
Board For Split
1 FOR, 7 AGAINST
FOR
9 funds
AUTOZONE, INC. December 17, 2025 Approval of an advisory vote on the compensation of named executive officers
Say-on-Pay
Board For Split
37 FOR, 3 AGAINST
FOR
15 funds
AVIENT CORPORATION May 14, 2026 Approval, on an advisory basis, of Named Executive Officer compensation.
Say-on-Pay
Board For Split
2 FOR, 8 AGAINST
FOR
9 funds
BERKSHIRE HATHAWAY INC. May 2, 2026 Non-binding resolution to approve the compensation of the Company's Named Executive Officers, as described in the 2026 Proxy Statement.
Say-on-Pay
Board For Split
4 FOR, 33 AGAINST
FOR
15 funds
BRIDGEBIO PHARMA, INC. June 22, 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 Split
1 FOR, 20 AGAINST
FOR
11 funds
BROADCOM INC April 20, 2026 Advisory vote to approve the named executive officer compensation.
Say-on-Pay
Board For Split
58 FOR, 13 AGAINST
AGAINST
18 funds
BURFORD CAPITAL LIMITED May 13, 2026 To approve, on an advisory basis, the compensation of the Company's named executive officers as disclosed in the proxy statement for the 2026 annual general meeting of shareholders under "Executive compensation", including the compensation discussion and analysis, the compensation tables and the related narrative discussion included therein ("Say-on-Pay").
Say-on-Pay
Board For Split
2 FOR, 5 AGAINST, 1 ABSTAIN
FOR
3 funds
BXP, INC. May 21, 2026 To approve, by non-binding, advisory resolution, the Company's named executive officer compensation.
Say-on-Pay
Board For Split
7 FOR, 19 AGAINST
FOR
17 funds
CAMDEN PROPERTY TRUST May 8, 2026 Approval, by an advisory vote, of executive compensation.
Say-on-Pay
Board For Split
26 FOR, 1 AGAINST
FOR
17 funds
CARETRUST REIT, INC April 29, 2026 Approval, on an advisory basis, of the compensation of the Company's named executive officers.
Say-on-Pay
Board For Split
7 FOR, 13 AGAINST
FOR
13 funds
CARLISLE COMPANIES INCORPORATED April 29, 2026 To approve, on an advisory basis, the Company's named executive officer compensation in 2025.
Say-on-Pay
Board For Split
2 FOR, 22 AGAINST
FOR
14 funds
CARMAX, INC. June 23, 2026 To approve, in an advisory (non-binding) vote, the compensation of our named executive officers.
Say-on-Pay
Board For Split
12 FOR, 1 AGAINST
FOR
14 funds
CARVANA CO. May 5, 2026 To approve, by an advisory vote, of the compensation of our named executive officers, as disclosed in the Proxy Statement.
Say-on-Pay
Board For Split
1 FOR, 26 AGAINST
FOR
12 funds
CITIGROUP INC. May 20, 2026 Advisory vote to approve our 2025 Executive Compensation.
Say-on-Pay
Board For Split
38 FOR, 5 AGAINST
AGAINST
16 funds
COGNEX CORPORATION April 29, 2026 To approve, on an advisory basis, the compensation of Cognex's named executive officers, as described in the proxy statement including the Compensation Discussion and Analysis, compensation tables and narrative discussion ("say-on-pay").
Say-on-Pay
Board For Split
1 FOR, 19 AGAINST
FOR
13 funds
CONCRETE PUMPING HOLDINGS, INC. April 15, 2026 To approve, on a non-binding, advisory basis, the compensation of our named executive officers (the "say-on-pay" vote).
Say-on-Pay
Board For Split
2 FOR, 3 AGAINST
FOR
3 funds
COSTAR GROUP, INC. June 23, 2026 Proposal to approve, on an advisory basis, the Company's executive compensation.
Say-on-Pay
Board For Split
2 FOR, 28 AGAINST
AGAINST
16 funds
CROWN CASTLE INC. May 20, 2026 The non-binding, advisory vote to approve the compensation of the Company's named executive officers.
Say-on-Pay
Board For Split
22 FOR, 7 AGAINST
FOR
16 funds
CSX CORPORATION May 12, 2026 Advisory (non-binding) resolution to approve compensation for the Company's named executive officers.
Say-on-Pay
Board For Split
31 FOR, 2 AGAINST
FOR
14 funds
DATADOG, INC. April 21, 2026 To approve the redomiciliation of the Company from the State of Delaware to the State of Nevada by conversion.
Extraordinary Transactions
Board For Split
4 FOR, 24 AGAINST
AGAINST
14 funds
DEERE & COMPANY February 25, 2026 Advisory vote to approve executive compensation ("say-on-pay")
Say-on-Pay
Board For Split
28 FOR, 4 AGAINST
FOR
16 funds
DELL TECHNOLOGIES INC. June 25, 2026 Approval of the Redomestication Proposal providing for the redomestication of Dell Technologies Inc. from Delaware to Texas by conversion as disclosed in the proxy statement
Extraordinary Transactions
Board For Split
23 FOR, 1 AGAINST
AGAINST
13 funds
DEXCOM, INC. May 27, 2026 To provide a non-binding advisory vote on the compensation of our named executive officers for the fiscal year ended December 31, 2025.
Say-on-Pay
Board For Split
27 FOR, 2 AGAINST
FOR
14 funds
DOVER CORPORATION May 8, 2026 To approve, on an advisory basis, named executive officer compensation.
Say-on-Pay
Board For Split
26 FOR, 2 AGAINST
FOR
15 funds
DTE ENERGY COMPANY May 7, 2026 Provide a nonbinding vote to approve the Company's executive compensation
Say-on-Pay
Board For Split
27 FOR, 3 AGAINST
FOR
15 funds
EATON CORPORATION PLC April 22, 2026 Approving, on an advisory basis, the Company's executive compensation.
Say-on-Pay
Board For Split
31 FOR, 12 AGAINST
FOR
14 funds
EDWARDS LIFESCIENCES CORPORATION May 7, 2026 Advisory Vote to Approve Named Executive Officer Compensation
Say-on-Pay
Board For Split
27 FOR, 4 AGAINST
FOR
14 funds
ELECTRONIC ARTS INC. December 22, 2025 To consider and vote on a proposal to approve, on an advisory (non-binding) basis, the compensation that may be paid or become payable to the Company's named executive officers in connection with the transactions contemplated by the merger agreement, including consummation of the merger.
Say-on-Pay
Board For Split
3 FOR, 39 AGAINST
FOR
14 funds
EMCOR GROUP, INC. June 4, 2026 Approval, by non-binding advisory vote, of named executive officer compensation.
Say-on-Pay
Board For Split
27 FOR, 6 AGAINST
FOR
16 funds
ENTEGRIS, INC. May 6, 2026 Approval, by non-binding vote, of the compensation paid to Entegris, Inc.'s named executive officers (advisory vote).
Say-on-Pay
Board For Split
3 FOR, 20 AGAINST
FOR
14 funds
EQUITY LIFESTYLE PROPERTIES, INC. April 28, 2026 Approval on a non-binding, advisory basis of our executive compensation as disclosed in the Proxy Statement.
Say-on-Pay
Board For Split
1 FOR, 16 AGAINST
FOR
16 funds
ESAB CORPORATION May 8, 2026 To approve on an advisory basis the compensation of our named executive officers.
Say-on-Pay
Board For Split
9 FOR, 8 AGAINST, 1 ABSTAIN
FOR
12 funds
ESAB CORPORATION May 8, 2026 To ratify the appointment of Ernst & Young LLP as our independent registered public accounting firm for the fiscal year ending December 31, 2026.
Audit-related
Board For Split
10 FOR, 1 ABSTAIN
FOR
10 funds
ESAB Corporation May 8, 2026 Election of Directors: Didier Teirlinck
Director Elections
Board For Split
10 FOR, 1 ABSTAIN
FOR
10 funds
ESAB Corporation May 8, 2026 Election of Directors: Melissa Cummings
Director Elections
Board For Split
10 FOR, 1 ABSTAIN
FOR
10 funds
ESAB Corporation May 8, 2026 Election of Directors: Mitchell P. Rales
Director Elections
Board For Split
10 FOR, 1 ABSTAIN
FOR
10 funds
ESAB Corporation May 8, 2026 Election of Directors: Rajiv Vinnakota
Director Elections
Board For Split
10 FOR, 1 ABSTAIN
FOR
10 funds
ESAB Corporation May 8, 2026 Election of Directors: Rhonda L. Jordan
Director Elections
Board For Split
10 FOR, 1 ABSTAIN
FOR
10 funds
ESAB Corporation May 8, 2026 Election of Directors: Robert S. Lutz
Director Elections
Board For Split
10 FOR, 1 ABSTAIN
FOR
10 funds
ESAB Corporation May 8, 2026 Election of Directors: Sebastien Martin
Director Elections
Board For Split
10 FOR, 1 ABSTAIN
FOR
10 funds
ESAB Corporation May 8, 2026 Election of Directors: Shyam P. Kambeyanda
Director Elections
Board For Split
10 FOR, 1 ABSTAIN
FOR
10 funds
ESAB Corporation May 8, 2026 Election of Directors: Stephanie M. Phillipps
Director Elections
Board For Split
10 FOR, 1 ABSTAIN
FOR
10 funds
ESCO TECHNOLOGIES INC. January 30, 2026 Election of Directors: Robert J. Phillippy
Director Elections
Board For Split
10 FOR, 1 WITHHOLD
FOR
10 funds
EVERCORE INC. June 10, 2026 Approval of the Fourth Amended and Restated 2016 Evercore Inc. Stock Incentive Plan.
Compensation
Board For Split
7 FOR, 7 AGAINST
FOR
12 funds
EVEREST GROUP LTD May 13, 2026 To approve, by non-binding advisory vote, 2025 compensation paid to the Company's Named Executive Officers.
Say-on-Pay
Board For Split
24 FOR, 2 AGAINST
FOR
13 funds
EXPONENT, INC. June 4, 2026 To approve, on an advisory basis, the fiscal 2025 compensation of the Company's named executive officers.
Say-on-Pay
Board For Split
12 FOR, 1 AGAINST
FOR
8 funds
FEDEX CORPORATION September 29, 2025 Advisory vote to approve named executive officer compensation.
Say-on-Pay
Board For Split
37 FOR, 3 AGAINST
FOR
15 funds
FEDEX CORPORATION September 29, 2025 Election of Directors: RICHARD W. SMITH
Director Elections
Board For Split
28 FOR, 4 AGAINST
FOR
12 funds
FIDELITY NAT'L INFORMATION SERVICES,INC. June 10, 2026 To approve, on an advisory basis, the compensation of the Company's named executive officers.
Say-on-Pay
Board For Split
22 FOR, 8 AGAINST
FOR
18 funds

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← All 20 managers, 2025-2026

How items are matched and positions counted: see the comparison table and the methodology. Built November 1, 2026 from SEC Form N-PX filings.