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
1,079 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 |
|---|---|---|---|---|---|---|
| MATIV HOLDINGS, INC. | April 30, 2026 | Non-Binding Advisory Vote to Approve Executive Compensation. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 9 funds |
| MATTHEWS INTERNATIONAL CORPORATION | February 19, 2026 | To approve the adoption of the Second Amended and Restated 2019 Director Fee Plan. Compensation |
Board | For | AGAINST 9 funds |
FOR 7 funds |
| MAUI LAND & PINEAPPLE COMPANY, INC. | May 27, 2026 | To approve, on a non-binding advisory basis, the compensation paid to our named executive officers. Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 3 funds |
| MEDIFAST, INC. | May 19, 2026 | Approve the Amended and Restated 2012 Share Incentive Plan. Compensation |
Board | For | FOR 2 funds |
AGAINST 7 funds |
| MERCURY SYSTEMS, INC. | October 22, 2025 | To approve our 2025 Long Term Incentive Plan. Compensation |
Board | For | FOR 6 funds |
AGAINST 7 funds |
| MESA LABORATORIES, INC. | August 22, 2025 | To approve, on an advisory basis, the Company's named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 10 funds |
FOR 6 funds |
| METROCITY BANKSHARES INC | May 21, 2026 | Election of Directors: Francis Lai Director Elections |
Board | For | FOR 2 funds |
AGAINST 4 funds |
| MGP INGREDIENTS, INC. | May 13, 2026 | Approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 8 funds |
| MICROSOFT CORPORATION | December 5, 2025 | Election of Directors: Hugh F. Johnston Director Elections |
Board | For | FOR 70 funds |
AGAINST 15 funds |
| MID PENN BANCORP, INC. | May 12, 2026 | An advisory vote to approve the compensation of the Corporation's named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 5 funds |
| MIDLAND STATES BANCORP, INC. | August 4, 2025 | To approve, on a non-binding, advisory basis, the compensation of certain executive officers, which we refer to as the ''say-on-pay proposal.'' Say-on-Pay |
Board | For | AGAINST 4 funds |
FOR 5 funds |
| MIDLAND STATES BANCORP, INC. | May 4, 2026 | To approve, on a non-binding, advisory basis, the compensation of certain executive officers, which we refer to as the ''say-on-pay proposal.'' Say-on-Pay |
Board | For | AGAINST 4 funds |
FOR 5 funds |
| MILLER INDUSTRIES, INC. | May 22, 2026 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 4 funds |
FOR 8 funds |
| MINERALS TECHNOLOGIES INC. | May 20, 2026 | Advisory vote to approve 2025 named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 10 funds |
FOR 9 funds |
| MONARCH CASINO & RESORT, INC. | May 27, 2026 | To approve, on a non-binding, advisory basis, the executive compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 12 funds |
FOR 6 funds |
| MONOPAR THERAPEUTICS, INC. | June 22, 2026 | To approve the compensation of our named executive officers on an advisory, non-binding basis. Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 3 funds |
| MONRO, INC. | August 12, 2025 | Approve, on a non-binding, advisory basis, the compensation paid to the Company's named executive officers; Say-on-Pay |
Board | For | AGAINST 10 funds |
FOR 8 funds |
| MOONLAKE IMMUNOTHERAPEUTICS | June 4, 2026 | Approval of, on a non-binding, advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 4 funds |
FOR 1 fund |
| MOVADO GROUP, INC. | June 17, 2026 | To approve, on an advisory basis, the compensation of the Company's named executive officers, as described in the Proxy Statement under "Executive Compensation". Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 8 funds |
| MR. COOPER GROUP INC. | September 3, 2025 | To approve, on an advisory (non-binding) basis, the compensation that may be paid or become payable to Mr. Cooper's named executive officers that is based on or otherwise related to themergers (the "merger-related compensation proposal"). Say-on-Pay |
Board | For | FOR 17 funds |
AGAINST 11 funds |
| MVB FINANCIAL CORP. | May 19, 2026 | To amend the MVB Financial Corp. 2022 Stock Incentive Plan to increase the number of shares authorized for issuance under the Plan. Compensation |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| MVB FINANCIAL CORP. | May 19, 2026 | To approve on a non-binding, advisory basis, the compensation of our named executive officers. ("Say on Pay"). Compensation |
Board | For | FOR 4 funds |
AGAINST 3 funds |
| MYERS INDUSTRIES, INC. | April 23, 2026 | Advisory Vote to Approve Executive Compensation. Say-on-Pay |
Board | For | AGAINST 4 funds |
FOR 8 funds |
| MYOMO, INC. | June 25, 2026 | Approve in an advisory (non-binding) vote, the compensation of our named executive officers as disclosed in the Proxy Statement; Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| Mama's Creations, Inc. | July 3, 2025 | To approve, on an advisory basis, the compensation of the named executive officers. Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 3 funds |
| Medical Properties Trust, Inc. | May 28, 2026 | To elect nine directors: D. Paul Sparks, Jr. Director Elections |
Board | For | FOR 6 funds |
AGAINST 10 funds |
| Mid Penn Bancorp, Inc. | May 12, 2026 | Election of Directors: John E. Noone Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 4 funds |
| Millrose Properties, Inc. | May 18, 2026 | Election of Directors: Carlos A. Migoya (Chair) Director Elections |
Board | For | FOR 8 funds |
AGAINST 8 funds |
| Millrose Properties, Inc. | May 18, 2026 | Election of Directors: Kathleen B. Lynch Director Elections |
Board | For | FOR 8 funds |
AGAINST 8 funds |
| Millrose Properties, Inc. | May 18, 2026 | Election of Directors: Patrick J. Bartels Director Elections |
Board | For | FOR 8 funds |
AGAINST 8 funds |
| Mobileye Global Inc. | June 18, 2026 | Election of Directors: Patrick Bombach Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 3 funds |
| Modine Manufacturing Company | August 21, 2025 | Election of Directors: Mr. David J. Wilson Director Elections |
Board | For | AGAINST 3 funds |
FOR 10 funds |
| Moelis & Company | June 25, 2026 | Election of Directors: Laila J. Worrell Director Elections |
Board | For | FOR 6 funds |
AGAINST 10 funds |
| Mohawk Industries, Inc. | May 21, 2026 | Election of Directors: Karen A. Smith Bogart Director Elections |
Board | For | FOR 8 funds |
AGAINST 13 funds |
| NAPCO Security Technologies, Inc. | December 8, 2025 | Election of Directors: David Paterson Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 5 funds |
| NATIONAL HEALTH INVESTORS, INC. | May 27, 2026 | Approve, on a non-binding advisory basis, the compensation paid to our named executive officers as disclosed in the accompanying Proxy Statement. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 12 funds |
| NATURE'S SUNSHINE PRODUCTS, INC. | May 6, 2026 | An advisory, non-binding resolution to approve the compensation of the named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 3 funds |
| NAVITAS SEMICONDUCTOR CORPORATION | June 25, 2026 | The approval of an advisory resolution on the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 5 funds |
| NEOGEN CORPORATION | October 23, 2025 | To Approve, On An Advisory Basis, The Compensation of Named Executive Officers. Say-on-Pay |
Board | For | AGAINST 11 funds |
FOR 8 funds |
| NETSCOUT SYSTEMS, INC. | September 10, 2025 | To approve the NetScout Systems, Inc. 2019 Equity Incentive Plan, as amended. Compensation |
Board | For | FOR 6 funds |
AGAINST 7 funds |
| NETSCOUT SYSTEMS, INC. | September 10, 2025 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 11 funds |
FOR 8 funds |
| NEUROGENE INC. | June 3, 2026 | To approve on an advisory (non-binding) basis the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 2 funds |
| NEWAMSTERDAM PHARMA COMPANY N.V. | June 2, 2026 | Non-binding, advisory vote to approve the 2025 compensation of named executive officers. Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 1 fund |
| NEWELL BRANDS INC. | May 7, 2026 | Approve an advisory resolution on named executive officer compensation. Say-on-Pay |
Board | For | FOR 12 funds |
AGAINST 9 funds |
| NEXPOINT REAL ESTATE FINANCE, INC. | June 2, 2026 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 3 funds |
| NEXTRACKER INC. | August 18, 2025 | The approval, on an advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 13 funds |
FOR 12 funds |
| NI HOLDINGS INC | May 19, 2026 | Advisory Vote to Approve the Compensation of our Named Executive Officers. Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 3 funds |
| NIAGEN BIOSCIENCE, INC. | June 24, 2026 | Election of Directors: Hamed Shahbazi Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 4 funds |
| NIAGEN BIOSCIENCE, INC. | June 24, 2026 | Election of Directors: Steven Rubin Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 4 funds |
| NICOLET BANKSHARES, INC. | May 18, 2026 | Approval, on a non-binding advisory basis, of the compensation paid to Nicolet's named executive officers. Say-on-Pay |
Board | For | AGAINST 11 funds |
FOR 5 funds |
| NIKE, Inc. | September 9, 2025 | Class B director nominees: To elect a Board of Directors for the ensuing year: John Rogers, Jr. Director Elections |
Board | For | FOR 32 funds |
WITHHOLD 12 funds |
| NIOCORP DEVELOPMENTS LTD. | April 6, 2026 | Approve Amendment and Restatement of the NioCorp Developments Ltd. Long Term Incentive Plan BE IT RESOLVED AS AN ORDINARY RESOLUTION THAT: 1. The Amended and Restated NioCorp Developments Ltd. Long Term Incentive Plan, substantially as described in and appended as Schedule B to the Company's Management Information and Proxy Circular in respect of the annual general meeting of shareholders of the Company held on April 6, 2026 (the "Meeting"), is hereby authorized and approved to be effective from the date of the Meeting. 2. Any one director or officer of the Company be and is hereby authorized and directed to do all such acts and things and to execute and deliver all such documents, instruments and assurances as in the opinion of such director or officer may be necessary or desirable to give effect to the foregoing resolutions. Compensation |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| NIQ GLOBAL INTELLIGENCE PLC | May 21, 2026 | To elect, by separate resolutions, the following four Class I director nominees to the board of directors, to serve until the conclusion of the Company's 2029 annual general meeting: Gabriela Weiss Director Elections |
Board | For | FOR 2 funds |
AGAINST 9 funds |
| NKARTA, INC. | June 10, 2026 | Advisory approval of the compensation paid to the company's named executive officers, as disclosed in the proxy statement. Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 3 funds |
| NL INDUSTRIES, INC. | May 14, 2026 | Nonbinding advisory vote approving named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 3 funds |
| NLIGHT, INC. | June 5, 2026 | Election of Class II Director: Geoffrey Moore Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 5 funds |
| NOVAVAX, INC. | June 18, 2026 | Amendment and restatement of the Novavax, Inc. 2013 Employee Stock Purchase Plan, as amended (the ''ESPP''), to increase the number of shares of Common Stock available for issuance under the ESPP by 1,000,000 shares, such that the number of shares available for issuance is the lesser of (a) 3,375,888 shares of Common Stock increased on January 1 of each year by 5% of the share pool and (b) 4,820,564 shares of Common Stock. Compensation |
Board | For | FOR 2 funds |
AGAINST 5 funds |
| NOVAVAX, INC. | June 18, 2026 | The approval, on an advisory basis, of the compensation of our Named Executive Officers. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 6 funds |
| NOVOCURE LIMITED | June 3, 2026 | The approval of our amended and restated 2024 Omnibus Incentive Plan. Compensation |
Board | For | AGAINST 4 funds |
FOR 4 funds |
| NUSCALE POWER CORPORATION | May 29, 2026 | An advisory vote to approve the Company's executive compensation. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 5 funds |
| NUTEX HEALTH INC. | April 23, 2026 | To vote in an advisory capacity concerning the Company's executive compensation. Say-on-Pay |
Board | For | AGAINST 4 funds |
FOR 3 funds |
| NUVALENT, INC. | June 16, 2026 | To approve, on an advisory basis, the compensation paid to our named executive officers. Say-on-Pay |
Board | For | AGAINST 10 funds |
FOR 8 funds |
| NUVATION BIO 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 5 funds |
| NVE CORPORATION | August 7, 2025 | Advisory approval of named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 3 funds |
| National Beverage Corp. | October 3, 2025 | Election of Directors: Stanley M. Sheridan Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 5 funds |
| Natural Grocers by Vitamin Cottage, Inc. | March 4, 2026 | Election of Directors: Zephyr Isely Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 4 funds |
| OCTAVE SPECIALTY GROUP, INC. | May 28, 2026 | To approve, on a non-binding advisory basis, the compensation for our named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 3 funds |
| OIL STATES INTERNATIONAL, INC. | May 12, 2026 | TO APPROVE, ON AN ADVISORY BASIS, THE COMPANY'S EXECUTIVE COMPENSATION. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 7 funds |
| OKTA, INC. | June 18, 2026 | To approve an amendment to our 2017 Equity Incentive Plan. Compensation |
Board | For | AGAINST 12 funds |
FOR 13 funds |
| OKTA, INC. | June 18, 2026 | To approve, on an advisory non-binding basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 23 funds |
FOR 15 funds |
| OLEMA PHARMACEUTICALS, INC. | June 17, 2026 | Approval, on an advisory basis, of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 5 funds |
| OLLIE'S BARGAIN OUTLET HOLDINGS, INC. | June 11, 2026 | To approve a non-binding advisory proposal regarding named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 12 funds |
FOR 12 funds |
| OLYMPIC STEEL, INC. | February 12, 2026 | Advisory Compensation Proposal - To approve, on an advisory basis, certain compensation that may be paid or become payable to Olympic Steel Inc.'s named executive officers that is based on or otherwise relates to the merger Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 7 funds |
| OMEROS CORPORATION | June 18, 2026 | Approval of advisory resolution on executive compensation. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 5 funds |
| OP BANCORP | May 28, 2026 | Advisory Vote to Approve Executive Compensation Approve, on a non-binding advisory basis, the compensation of the Company's named executive officers for 2025 Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 3 funds |
| OPENDOOR TECHNOLOGIES INC. | June 11, 2026 | To approve, on an advisory (non-binding) basis, the compensation of our named executive officers (Say-on-Pay Vote). Say-on-Pay |
Board | For | FOR 4 funds |
AGAINST 7 funds |
| OPKO HEALTH, INC. | June 18, 2026 | To approve a non-binding resolution regarding the compensation paid to the Company's named executive officers; Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 5 funds |
| OPPFI INC. | June 9, 2026 | To approve, on an advisory basis, the 2025 compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 4 funds |
FOR 3 funds |
| ORCHESTRA BIOMED HOLDINGS, INC. | June 23, 2026 | Adoption of an advisory (non-binding) resolution approving the compensation of our ''named executive officers''. Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 4 funds |
| ORGANOGENESIS HOLDINGS INC | June 15, 2026 | Approval, on an advisory basis, of the compensation paid to our named executive officers, as disclosed in the Company's proxy statement for its 2026 annual meeting of shareholders. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 5 funds |
| ORIC PHARMACEUTICALS, INC. | June 18, 2026 | To approve, on an advisory basis, executive compensation. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 5 funds |
| ORTHOFIX MEDICAL INC. | June 10, 2026 | Advisory and Non-Binding Vote to Approve Executive Compensation. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 5 funds |
| ORTHOPEDIATRICS CORP. | June 4, 2026 | To approve, on an advisory basis, the compensation of our executive officers who are named in the compensation disclosures in this proxy statement. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 5 funds |
| ORUKA THERAPEUTICS, INC. | June 2, 2026 | To approve, on a non-binding, advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 5 funds |
| OSI SYSTEMS, INC. | December 11, 2025 | Advisory vote to approve the Company's named executive officer compensation for the fiscal year ended June 30, 2025. Say-on-Pay |
Board | For | AGAINST 14 funds |
FOR 9 funds |
| OSI Systems, Inc. | December 11, 2025 | Election of Directors: Gerald Chizever Director Elections |
Board | For | FOR 11 funds |
AGAINST 8 funds |
| OSI Systems, Inc. | December 11, 2025 | Election of Directors: William F. Ballhaus Director Elections |
Board | For | AGAINST 11 funds |
FOR 8 funds |
| OUSTER, INC. | June 17, 2026 | Approval, on an advisory (non-binding) basis, of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 5 funds |
| OUTDOOR HOLDING COMPANY | August 29, 2025 | Auditor Ratification Proposal - to ratify the appointment of Withum Smith & Brown, P.C. as our independent registered public accounting firm for the fiscal year ending March 31, 2026; Audit-related |
Board | For | AGAINST 1 fund |
FOR 4 funds |
| OUTFRONT Media Inc. | June 3, 2026 | Election of Director Nominees: Susan M. Tolson Director Elections |
Board | For | AGAINST 12 funds |
FOR 10 funds |
| OUTSET MEDICAL, INC. | June 4, 2026 | To approve, on a non-binding basis, the 2025 compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 2 funds |
| OneSpaWorld Holdings Limited | June 3, 2026 | Election of Directors: Andrew R. Heyer Director Elections |
Board | For | FOR 6 funds |
WITHHOLD 5 funds |
| Optimum Communications, Inc. | June 10, 2026 | Election of Directors: Charles Stewart Director Elections |
Board | For | FOR 1 fund |
AGAINST 7 funds |
| Optimum Communications, Inc. | June 10, 2026 | Election of Directors: David Drahi Director Elections |
Board | For | FOR 1 fund |
AGAINST 7 funds |
| Optimum Communications, Inc. | June 10, 2026 | Election of Directors: Mark Mullen Director Elections |
Board | For | FOR 1 fund |
AGAINST 7 funds |
| Optimum Communications, Inc. | June 10, 2026 | Election of Directors: Raymond Svider Director Elections |
Board | For | FOR 1 fund |
AGAINST 7 funds |
| PACIFIC BIOSCIENCES OF CALIFORNIA, INC. | June 3, 2026 | To approve the amendment of our 2020 Equity Incentive Plan. Compensation |
Board | For | AGAINST 3 funds |
FOR 4 funds |
| PACIFIC BIOSCIENCES OF CALIFORNIA, INC. | June 3, 2026 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 5 funds |
| PACIFIC PREMIER BANCORP, INC. | July 21, 2025 | Approve, on an advisory (non-binding) basis, the merger-related compensation payments that will or may be paid to the named executive officers of Pacific Premier in connection with the transactions contemplated by the merger agreement. Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 8 funds |
| PACIRA BIOSCIENCES, INC. | June 9, 2026 | Approval, on an advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | Contested | AGAINST 12 funds |
FOR 9 funds |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 18, 2026 from SEC Form N-PX filings.