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Charles Schwab 2023-2024: where it broke with the board

Two kinds of vote are listed: a board-sponsored proposal Charles Schwab voted AGAINST or withheld on, and a shareholder proposal it voted FOR, with the board’s recommendation on it where the filings show one. A FOR vote on a proposal the board supported, or took no position on, is listed and labelled, but it is not a vote against the board. One row is one proposal at one meeting; “funds” is how many of the manager’s funds or accounts voted that way.

Everything Only shareholder proposals it backed

44 proposals. Every shareholder proposal Charles Schwab backed in 2023-2024 is listed here.

Charles Schwab, 2023-2024 proxy season. Who put a proposal on the ballot is taken from the filer’s own N-PX answer (Item 1(h)), or, marked “inferred”, from its category and wording where the filing does not say; see how we count these.
CompanyMeetingProposalCategory On the ballot fromBoard recommendedCharles Schwab votedFunds
CAESARS ENTERTAINMENT INC. June 11, 2024 Shareholder Proposal: A Shareholder Proposal Regarding Adoption Of A Smokefree Policy For Caesars Entertainment Properties. Other Social Issues Shareholder Against FOR 15
MICROSOFT CORP. December 7, 2023 Report on Data Operations in Human Rights Hotspots (The Board recommends a vote AGAINST this proposal) Human Rights or Human Capital/workforce Shareholder Against FOR 15
ALPHABET INC. June 7, 2024 Stockholder proposal regarding a human rights assessment of AI-driven targeted ad policies Human Rights or Human Capital/workforce Shareholder Against FOR 14
ALPHABET INC. June 7, 2024 Stockholder proposal regarding a report on generative AI misinformation and disinformation risks Other Social Issues Shareholder Against FOR 14
ALPHABET INC. June 7, 2024 Stockholder proposal regarding a report on online safety for children Human Rights or Human Capital/workforce Shareholder Against FOR 14
AMAZON.COM INC. May 22, 2024 Shareholder Proposal Requesting A Report On Customer Use Of Certain Technologies Human Rights or Human Capital/workforce Shareholder Against FOR 14
AMAZON.COM INC. May 22, 2024 Shareholder Proposal Requesting A Report On Packaging Materials Environment or Climate Shareholder Against FOR 14
AMAZON.COM INC. May 22, 2024 Shareholder Proposal Requesting A Report On Warehouse Working Conditions Human Rights or Human Capital/workforce Shareholder Against FOR 14
AMAZON.COM INC. May 22, 2024 Shareholder Proposal Requesting Additional Reporting On Freedom Of Association Human Rights or Human Capital/workforce Shareholder Against FOR 14
DEXCOM INC. May 22, 2024 To Provide A Non-Binding, Advisory Vote On Transparency In Lobbying. Other Social Issues Shareholder Against FOR 14
DICK'S SPORTING GOODS INC. June 12, 2024 Stockholder proposal requesting that the Board adopt a policy requiring the Company to publicly disclose its EEO-1 report. Diversity, Equity, and Inclusion Shareholder Against FOR 14
META PLATFORMS INC. May 29, 2024 A shareholder proposal regarding human rights impact assessment on AI systems driving targeted advertising. Human Rights or Human Capital/workforce Shareholder Against FOR 14
META PLATFORMS INC. May 29, 2024 A shareholder proposal regarding report on child safety impacts and actual harm reduction to children. Human Rights or Human Capital/workforce Shareholder Against FOR 14
META PLATFORMS INC. May 29, 2024 A shareholder proposal regarding report on generative AI misinformation and disinformation risks. Other Social Issues Shareholder Against FOR 14
TESLA INC. June 13, 2024 A stockholder proposal regarding annual reporting on anti-harassment and discrimination efforts, if properly presented. Diversity, Equity, and Inclusion Shareholder Against FOR 14
TYSON FOODS INC. February 8, 2024 Shareholder proposal regarding Tyson Foods labor practices. Human Rights or Human Capital/workforce Shareholder Against FOR 14
WALMART INC. June 5, 2024 Racial Equity Audit. Diversity, Equity, and Inclusion Shareholder Against FOR 14
WALMART INC. June 5, 2024 Workplace Safety & Violence Review. Human Rights or Human Capital/workforce Shareholder Against FOR 14
AIRBNB INC. June 5, 2024 Stockholder proposal regarding political disclosure, if properly presented at the Annual Meeting. Other Social Issues Shareholder Against FOR 13
BERKSHIRE HATHAWAY INC. May 4, 2024 Shareholder proposal regarding how the Company intends to measure, disclose and reduce GHG emissions associated with its underwriting, insuring and investing activities. Environment or Climate Shareholder Against FOR 13
BERKSHIRE HATHAWAY INC. May 4, 2024 Shareholder proposal regarding the reporting on the effectiveness of the Corporation s diversity, equity and inclusion efforts. Diversity, Equity, and Inclusion Shareholder Against FOR 13
ENCOMPASS HEALTH CORP. May 2, 2024 A vote on a resolution requesting a report on the effectiveness of the Company's diversity, equity, and inclusion efforts. Diversity, Equity, and Inclusion Shareholder Against FOR 13
GOLDMAN SACHS GROUP INC. April 24, 2024 Shareholder Proposal Regarding a Transparency In Lobbying Report Other Social Issues Shareholder Against FOR 13
KINDER MORGAN INC. May 8, 2024 Stockholder proposal relating to establishing a greenhouse gas emission reduction target Environment or Climate Shareholder Against FOR 13
LENNAR CORP. April 10, 2024 Vote on a stockholder proposal requesting a report disclosing the Company's political spending and related policies and procedures. Other Social Issues Shareholder Against FOR 13
CHARTER COMMUNICATIONS INC. April 23, 2024 Stockholder proposal regarding lobbying activities. Other Social Issues Shareholder Against FOR 12
CHARTER COMMUNICATIONS INC. April 23, 2024 Stockholder proposal regarding political expenditures report. Other Social Issues Shareholder Against FOR 12
CHIPOTLE MEXICAN GRILL INC. June 6, 2024 Shareholder Proposal - Requesting an audit of safety practices. Human Rights or Human Capital/workforce Shareholder Against FOR 12
CROWN HOLDINGS INC. May 2, 2024 Consideration of a Shareholder's proposal regarding transparency in political spending. Other Social Issues Shareholder Not determined FOR 12
AUTONATION INC. April 24, 2024 Adoption of stockholder proposal regarding political contributions. Other Social Issues Shareholder Against FOR 11
BOYD GAMING CORP. May 9, 2024 Advisory vote on the stockholder proposal regarding the commissioning of a report on the effects of a company-wide non-smoking policy. Other Social Issues Shareholder Against FOR 11
WINGSTOP INC. May 23, 2024 Vote on a stockholder proposal regarding greenhouse gas emissions reporting and goals, if properly presented at the Annual Meeting of Stockholders. Environment or Climate Shareholder Against FOR 11
DRAFTKINGS INC. May 13, 2024 To consider a shareholder proposal regarding disclosure of certain political contributions. Other Social Issues Shareholder Against FOR 9
STRIDE INC. December 7, 2023 Approval of the stockholder proposal regarding a report on lobbying. Other Social Issues Shareholder Against FOR 8
DENNY'S CORP. May 15, 2024 A Proposal That Asks The Company To Disclose Its Current Greenhouse Gas ( GHG) Emissions, Emissions Data For Any Previous Year During Which They have Been Measured, And Targets For Further Reducing Its Emissions With Progress Meeting The Goals To Be Disclosed Regularly. Environment or Climate Shareholder Against FOR 7
JACK IN THE BOX INC. March 1, 2024 Shareholder Proposal Regarding Greenhouse Gas ("GHG") Emissions Disclosures. Environment or Climate Shareholder Against FOR 7
SMITH & WESSON BRANDS INC. September 19, 2023 A stockholder proposal (human rights impact assessment). Human Rights or Human Capital/workforce Shareholder Against FOR 7
PREFORMED LINE PRODUCTS CO. May 7, 2024 To vote on shareholder proposal requesting that the Board of Directors prepare a report by January 2025, at reasonable expense and omitting proprietary information, on steps the Company is taking to enhance board diversity. Diversity, Equity, and Inclusion Shareholder Against FOR 5
BALLY'S CORP. May 16, 2024 A Shareholder Proposal Regarding A Report On The Adoption Of A Smokefree Policy. Other Social Issues Shareholder Against FOR 4
IMPERIAL OIL LTD. April 30, 2024 Shareholder Proposal Regarding Audited Report on Asset Retirement Obligations Environment or Climate Shareholder Against FOR 4
MESA LABORATORIES INC. August 25, 2023 To approve the shareholder proposal to measure and annually present scope 1 through 3 greenhouse gas emissions. Environment or Climate Shareholder Against FOR 4
BARRICK GOLD CORP. April 30, 2024 Shareholder Proposal Regarding Third-Party Audit of Water Impacts Environment or Climate Shareholder Against FOR 2
POWER CORPORATION OF CANADA May 9, 2024 Shareholder Proposal Regarding Disclosure of Financed Emissions Environment or Climate Shareholder Against FOR 2
RESTAURANT BRANDS INTERNATIONAL INC. June 6, 2024 Shareholder Proposal Regarding Report on Supply Chain Water Risk Exposure Environment or Climate Shareholder Against FOR 2

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Built October 25, 2026 from SEC Form N-PX filings.