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 |
|---|---|---|---|---|---|---|
| 4D MOLECULAR THERAPEUTICS, INC. | June 17, 2026 | Approval, on an advisory, non-binding basis, of the compensation of the Company's named executive officers (''say-on-pay vote''). Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 5 funds |
| 908 DEVICES INC | June 11, 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 5 funds |
| AAR CORP. | September 16, 2025 | Election of four directors named in the proxy statement: Jeffrey N. Edwards Director Elections |
Board | For | AGAINST 8 funds |
FOR 7 funds |
| ABEONA THERAPEUTICS INC. | June 12, 2026 | To approve, on an advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 3 funds |
| ACADIA HEALTHCARE COMPANY, INC. | May 6, 2026 | Advisory vote on the compensation of the Company's named executive officers as presented in the Proxy Statement. Say-on-Pay |
Board | For | AGAINST 10 funds |
FOR 9 funds |
| ACLARIS THERAPEUTICS, INC. | June 4, 2026 | To approve, on an advisory basis, the compensation of our named executive officers, as disclosed in the proxy statement accompanying the proxy card. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 3 funds |
| ACME UNITED CORPORATION | April 27, 2026 | Approval of an amendment to the 2022 Employee Stock Option Plan to increase the number of shares authorized for issuance as described in the Proxy Statement. Compensation |
Board | For | AGAINST 1 fund |
FOR 2 funds |
| ACME UNITED CORPORATION | April 27, 2026 | Approval, by non-binding advisory vote, of the compensation of the named executive officers of the Company as described in the Proxy Statement. Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 3 funds |
| ACRES Commercial Realty Corp. | June 22, 2026 | Election of Directors: Murray S. Levin Director Elections |
Board | For | AGAINST 1 fund |
FOR 2 funds |
| ADDUS HOMECARE CORPORATION | June 10, 2026 | To approve, on an advisory, non-binding basis, the compensation of the named executive officers. Say-on-Pay |
Board | For | AGAINST 10 funds |
FOR 9 funds |
| ADMA BIOLOGICS, INC. | June 2, 2026 | To approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 20 funds |
FOR 5 funds |
| ADT INC. | May 27, 2026 | Advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 13 funds |
FOR 14 funds |
| ADTRAN Holdings, Inc. | July 24, 2025 | Election of Directors: Balan Nair Director Elections |
Board | For | FOR 2 funds |
AGAINST 5 funds |
| ADVANCED DRAINAGE SYSTEMS, INC. | July 17, 2025 | Approval, in a non-binding advisory vote, of the compensation for named executive officers. Say-on-Pay |
Board | For | AGAINST 17 funds |
FOR 16 funds |
| ADVANCED FLOWER CAPITAL INC. | November 6, 2025 | To approve the application of the reduced asset coverage requirements in Section 61 (a)(2) of the 1940 Act to the Company, which would permit the Company to increase the maximum amount of leverage that it would otherwise be permitted to incur by reducing the asset coverage requirement applicable to the Company from 200% to 150%. Investment Company Matters |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| AERSALE CORPORATION | June 11, 2026 | Approval, on an advisory basis, of the Company's named executive officer compensation. Compensation |
Board | For | AGAINST 4 funds |
FOR 3 funds |
| AGIOS PHARMACEUTICALS, INC. | June 18, 2026 | To vote, on an advisory basis, to approve the compensation paid to our named executive officers. Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 5 funds |
| AKAMAI TECHNOLOGIES, INC. | May 13, 2026 | Election of Directors: Janaki Akella Director Elections |
Board | For | FOR 23 funds |
AGAINST 14 funds |
| AKEBIA THERAPEUTICS, INC. | June 17, 2026 | Approval, on an advisory basis, of the compensation of the Company's named executive officers, as described in the Company's Proxy Statement. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 4 funds |
| ALDEYRA THERAPEUTICS, INC. | June 9, 2026 | To approve, on a non-binding, advisory basis, the compensation of Aldeyra Therapeutics, Inc.'s named executive officers. Say-on-Pay |
Board | For | AGAINST 4 funds |
FOR 3 funds |
| ALECTOR, INC. | June 17, 2026 | Advisory vote on executive compensation. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 5 funds |
| ALEXANDER'S, INC. | May 21, 2026 | Approval of the Company's 2026 Omnibus Stock Plan. Compensation |
Board | For | AGAINST 2 funds |
FOR 6 funds |
| ALEXANDER'S, INC. | May 21, 2026 | Non-Binding Advisory Resolution on Executive Compensation. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 7 funds |
| ALKAMI TECHNOLOGY INC | May 19, 2026 | To approve, on a non-binding advisory basis, the compensation of our named executive officers, or NEOs. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 6 funds |
| ALLIENT INC. | May 6, 2026 | ADVISORY VOTE TO APPROVE THE COMPENSATION OF OUR NAMED EXECUTIVE OFFICERS. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 6 funds |
| ALLISON TRANSMISSION HOLDINGS, INC. | May 6, 2026 | An advisory non-binding vote to approve the compensation paid to our named executive officers. Say-on-Pay |
Board | For | AGAINST 14 funds |
FOR 13 funds |
| ALLOGENE THERAPEUTICS, INC. | June 18, 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 5 funds |
FOR 5 funds |
| ALTA EQUIPMENT GROUP INC. | May 29, 2026 | To approve the First Amendment to Alta Equipment Group, Inc 2020 Omnibus Incentive Plan Compensation |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| AMBARELLA, INC. | June 26, 2026 | To approve an amendment and restatement of the Ambarella, Inc. 2021 Equity Incentive Plan. Compensation |
Board | For | FOR 4 funds |
AGAINST 5 funds |
| AMERICAN INTEGRITY INSURANCE GROUP, INC. | June 11, 2026 | To approve, on an advisory basis, the compensation of the Company's named executive officers; and Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 4 funds |
| AMERICAN WELL CORP (AMWELL) | June 16, 2026 | To approve, on an advisory basis, the compensation paid to the Company's named executive officers as disclosed in executive compensation and the related compensation tables and narrative disclosure in the Company's proxy statement Say-on-Pay |
Board | For | FOR 2 funds |
WITHHOLD 1 fund |
| AMERICOLD REALTY TRUST, INC. | May 18, 2026 | Advisory Vote on Compensation of Named Executive Officers (Say-On-Pay). Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 12 funds |
| AMKOR TECHNOLOGY, INC. | May 13, 2026 | Advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 17 funds |
FOR 12 funds |
| AMYLYX PHARMACEUTICALS, 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 5 funds |
| ANIKA THERAPEUTICS, INC. | June 18, 2026 | Advisory vote on the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 4 funds |
FOR 5 funds |
| ANNEXON, INC. | June 11, 2026 | To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 5 funds |
| ANTERIX INC. | August 5, 2025 | To approve, on an advisory (non-binding) basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 5 funds |
| ANYWHERE REAL ESTATE INC. | January 7, 2026 | To approve, by a non-binding advisory vote, certain compensation that may be paid or become payable to Anywhere's named executive officers that is based on or otherwise relates to the merger contemplated by the merger agreement. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 9 funds |
| APOGEE ENTERPRISES, INC. | June 24, 2026 | ADVISORY VOTE TO APPROVE APOGEE'S EXECUTIVE COMPENSATION. Say-on-Pay |
Board | For | AGAINST 10 funds |
FOR 8 funds |
| APPIAN CORPORATION | June 3, 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 5 funds |
FOR 6 funds |
| APPLIED INDUSTRIAL TECHNOLOGIES, INC. | October 21, 2025 | Election of Directors: Mary Dean Hall Director Elections |
Board | For | FOR 17 funds |
WITHHOLD 12 funds |
| APPLIED OPTOELECTRONICS, INC. | June 4, 2026 | To approve the 2026 equity incentive plan. Compensation |
Board | For | FOR 5 funds |
AGAINST 4 funds |
| APPLOVIN CORPORATION | June 3, 2026 | Approval, on an advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 52 funds |
FOR 14 funds |
| APTARGROUP, INC. | May 6, 2026 | Advisory vote to approve executive compensation. Say-on-Pay |
Board | For | AGAINST 13 funds |
FOR 13 funds |
| AQUESTIVE THERAPEUTICS, INC. | June 10, 2026 | To approve, on a non-binding advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 3 funds |
| ARBUTUS BIOPHARMA CORPORATION | May 26, 2026 | To approve the adoption of the Arbutus Biopharma Corporation 2026 Omnibus Share and Incentive Plan; Compensation |
Board | For | AGAINST 4 funds |
FOR 5 funds |
| ARBUTUS BIOPHARMA CORPORATION | May 26, 2026 | To approve, on a non-binding advisory basis, the compensation of our named executive officers as disclosed in the Proxy Statement/Circular; and Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 6 funds |
| ARCBEST CORPORATION | April 24, 2026 | To approve the reincorporation of the Company to the State of Texas by conversion. Extraordinary Transactions |
Board | For | AGAINST 7 funds |
FOR 7 funds |
| ARCUS BIOSCIENCES, INC. | June 11, 2026 | To approve, on an advisory basis, the compensation of Arcus Biosciences' named executive officers, as disclosed in the Proxy Statement. Say-on-Pay |
Board | For | AGAINST 11 funds |
FOR 6 funds |
| ARCUS BIOSCIENCES, INC. | June 11, 2026 | To ratify the appointment by the Audit Committee of the Board of Directors of Ernst & Young LLP as the independent registered public accounting firm of Arcus Biosciences for its fiscal year ending December 31, 2026. Audit-related |
Board | For | FOR 7 funds |
AGAINST 5 funds |
| ARCUTIS BIOTHERAPEUTICS, INC. | June 5, 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 6 funds |
| ARDELYX, INC | June 16, 2026 | To approve the amendment to the Amended and Restated 2014 Equity Incentive Award Plan, or the Restated Plan, to increase the maximum number of shares of common stock that may be delivered pursuant to awards granted under the Restated Plan by 9,000,000 shares. Compensation |
Board | For | AGAINST 4 funds |
FOR 5 funds |
| ARDELYX, INC | June 16, 2026 | To approve, on a non-binding, advisory basis, the compensation of our named executive officers as disclosed in the proxy statement accompanying this notice pursuant to the compensation disclosure rules of the Securities and Exchange Commission (''Say-on-Pay''); Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 6 funds |
| ARES COMMERCIAL REAL ESTATE CORP | May 27, 2026 | To approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers for the fiscal year ended December 31, 2025, as described in the 2026 Proxy Statement. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 3 funds |
| ARRAY DIGITAL INFRASTRUCTURE, INC. | October 9, 2025 | Election of Directors: H. J. Harczak, Jr. Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 6 funds |
| ARRAY DIGITAL INFRASTRUCTURE, INC. | May 19, 2026 | Election of Directors: H. J. Harczak, Jr. Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 6 funds |
| ARROW FINANCIAL CORPORATION | June 3, 2026 | To approve, on an advisory basis, a resolution relating to the 2025 executive compensation ("Say-on-Pay"). Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 5 funds |
| ARS PHARMACEUTICALS, INC. | June 24, 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 6 funds |
FOR 5 funds |
| AST SPACEMOBILE, INC. | June 12, 2026 | To approve the non-binding advisory resolution on the compensation paid to the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 11 funds |
FOR 11 funds |
| ASTRONICS CORPORATION | May 28, 2026 | To approve the advisory resolution indicating the approval of the Compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 6 funds |
| AUDIOEYE, INC. | June 22, 2026 | To approve, by non-binding advisory vote, the compensation of AudioEye, Inc.'s named executive officers. Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 3 funds |
| AUTOLIV, INC. | May 7, 2026 | Election of Directors: Leif Johansson Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 10 funds |
| AVEANNA HEALTHCARE HOLDINGS INC. | May 29, 2026 | To approve, on an advisory, non-binding, basis, the compensation paid to the Company's Named Executive Officers identified in the accompanying Proxy Statement. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 7 funds |
| AVEPOINT, INC. | May 5, 2026 | To approve, on a non-binding advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 5 funds |
| AVIAT NETWORKS, INC. | November 5, 2025 | Advisory, non-binding vote to approve the Company's named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 4 funds |
FOR 3 funds |
| AXOS FINANCIAL, INC. | November 13, 2025 | To approve an amendment to the Amended and Restated 2014 Stock Incentive Plan. Compensation |
Board | For | FOR 9 funds |
AGAINST 8 funds |
| Aeva Technologies, Inc. | June 18, 2026 | Election of Class II Directors: Hrach Simonian Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 4 funds |
| Air Products and Chemicals, Inc. | January 28, 2026 | Election of Directors: Tonit M. Calaway Director Elections |
Board | For | FOR 27 funds |
AGAINST 12 funds |
| Albertsons Companies, Inc. | August 7, 2025 | Election of Directors: Sharon Allen Director Elections |
Board | For | AGAINST 9 funds |
FOR 12 funds |
| Alignment Healthcare, Inc. | June 4, 2026 | Election of Directors: David Hodgson Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 4 funds |
| Arcus Biosciences, Inc. | June 11, 2026 | Election of Directors: David Lacey, M.D. Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 5 funds |
| Arcus Biosciences, Inc. | June 11, 2026 | Election of Directors: Dietmar Berger, M.D., Ph.D. Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 5 funds |
| Arcus Biosciences, Inc. | June 11, 2026 | Election of Directors: Johanna Mercier Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 5 funds |
| Ares Management Corporation | June 8, 2026 | Election of Directors: Michael Lynton Director Elections |
Board | For | AGAINST 13 funds |
FOR 16 funds |
| Arrowhead Pharmaceuticals, Inc. | March 19, 2026 | Election of Directors: Michael S. Perry Director Elections |
Board | For | FOR 11 funds |
AGAINST 5 funds |
| Ascent Industries Co. | June 10, 2026 | Election of Directors: Benjamin Rosenzweig Director Elections |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| Ascent Industries Co. | June 10, 2026 | Election of Directors: Henry L. Guy Director Elections |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| Ategrity Specialty Insurance Company Holdings | June 9, 2026 | Election of Directors: John (Jack) L. Sennott, Jr. Director Elections |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| Ategrity Specialty Insurance Company Holdings | June 9, 2026 | Election of Directors: Justin Cohen Director Elections |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| Ategrity Specialty Insurance Company Holdings | June 9, 2026 | Election of Directors: Mitchell Pressman Director Elections |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| Ategrity Specialty Insurance Company Holdings | June 9, 2026 | Election of Directors: Robert C. Merton, Ph.D. Director Elections |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| Ategrity Specialty Insurance Company Holdings | June 9, 2026 | Election of Directors: Stuart J. Zimmer Director Elections |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| Ategrity Specialty Insurance Company Holdings | June 9, 2026 | Election of Directors: Tom Hulst Director Elections |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| Ategrity Specialty Insurance Company Holdings | June 9, 2026 | Election of Directors: William Mercer Director Elections |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| Atlassian Corporation | December 2, 2025 | Election of Directors: Richard P. Wong Director Elections |
Board | For | FOR 12 funds |
AGAINST 7 funds |
| Atmos Energy Corporation | February 4, 2026 | Election of Directors: Rafael G. Garza Director Elections |
Board | For | AGAINST 24 funds |
FOR 13 funds |
| Axos Financial, Inc. | November 13, 2025 | Election of Directors: James J. Court Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 8 funds |
| BAKKT HOLDINGS, INC. | October 31, 2025 | To approve the Options Proposal. Compensation |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| BAKKT, INC. | June 23, 2026 | Advisory Vote to Approve Executive Compensation. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 2 funds |
| BANK OF MARIN BANCORP | May 27, 2026 | Election of Directors: Russell A. Colombo Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 4 funds |
| BANK7 CORP. | May 20, 2026 | Advisory vote on named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 4 funds |
FOR 3 funds |
| BARK, INC. | March 25, 2026 | Approve, on an advisory basis, the compensation of the company's named executive officers. Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 3 funds |
| BAYCOM CORP | June 16, 2026 | An advisory (non-binding) vote on executive compensation. Say-on-Pay |
Board | For | AGAINST 4 funds |
FOR 3 funds |
| BCB BANCORP, INC. | April 23, 2026 | Advisory vote on executive compensation Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 3 funds |
| BEACON FINANCIAL CORPORATION | May 13, 2026 | To approve, on a non-binding advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 11 funds |
FOR 8 funds |
| BENTLEY SYSTEMS, INCORPORATED | May 21, 2026 | Election of Directors: Barry J. Bentley Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 9 funds |
| BENTLEY SYSTEMS, INCORPORATED | May 21, 2026 | Election of Directors: Keith A. Bentley Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 9 funds |
| BENTLEY SYSTEMS, INCORPORATED | May 21, 2026 | Election of Directors: Kirk B. Griswold Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 9 funds |
| BGC GROUP INC. | November 12, 2025 | Approval, on an advisory basis, of executive compensation. Say-on-Pay |
Board | For | AGAINST 18 funds |
FOR 10 funds |
| BIGBEAR.AI HOLDINGS, INC. | June 9, 2026 | To approve an advisory vote on our executive compensation. Say-on-Pay |
Board | For | AGAINST 4 funds |
FOR 5 funds |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 13, 2026 from SEC Form N-PX filings.