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Charles Schwab 2024-2025: 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

6,019 proposals. The board-sponsored half of this list keeps the 6,000 proposals with the most funds behind them; the rest are in the interactive database. Every shareholder proposal it backed is listed in full.

Charles Schwab, 2024-2025 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
Palo Alto Networks, Inc. December 10, 2024 Election of Class I Directors: Right Honorable Sir John Key Director Elections Board AGAINST 12
Palo Alto Networks, Inc. December 10, 2024 To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay Board AGAINST 12
Permian Resources Corporation May 21, 2025 Election of Directors: Aron Marquez Director Elections Board AGAINST 12
Permian Resources Corporation May 21, 2025 Election of Directors: Robert J. Anderson Director Elections Board AGAINST 12
Pfizer Inc. April 24, 2025 2025 advisory approval of executive compensation Say-on-Pay Board AGAINST 12
Pilgrim's Pride Corporation April 30, 2025 Election of JBS Directors: Gilberto Tomazoni Director Elections Board WITHHOLD 12
Pilgrim's Pride Corporation April 30, 2025 Election of JBS Directors: Joesley Mendonca Batista Director Elections Board WITHHOLD 12
Pilgrim's Pride Corporation April 30, 2025 Election of JBS Directors: Wesley Mendonca Batista Director Elections Board WITHHOLD 12
Pimco Funds December 6, 2024 Elect Gary F. Kennedy Director Elections Board WITHHOLD 12
Roku, Inc. June 11, 2025 Advisory vote to approve our named executive officer compensation. Say-on-Pay Board AGAINST 12
Textron Inc. April 23, 2025 Election of Directors: Maria T. Zuber Director Elections Board AGAINST 12
The Carlyle Group Inc. May 29, 2025 Elect Derica W. Rice Director Elections Board WITHHOLD 12
The Carlyle Group Inc. May 29, 2025 Elect James H. Hance, Jr. Director Elections Board WITHHOLD 12
The Carlyle Group Inc. May 29, 2025 Non-Binding Vote to Approve Named Executive Officer Compensation ( "Say-on-Pay" ). Say-on-Pay Board AGAINST 12
Tradeweb Markets Inc. May 20, 2025 Elect Lisa Opoku Director Elections Board WITHHOLD 12
Unity Software Inc. June 11, 2025 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 AGAINST 12
Universal Health Services, Inc. May 14, 2025 Election of Directors: Maria R. Singer Director Elections Board WITHHOLD 12
Viatris Inc. December 6, 2024 Approval of, on a non-binding advisory basis, the 2023 compensation of the named executive officers of the Company. Say-on-Pay Board AGAINST 12
Vornado Realty Trust May 22, 2025 Elect David Mandelbaum Director Elections Board WITHHOLD 12
W.W. Grainger, Inc. April 30, 2025 To elect 12 Director nominees names in the proxy statement for the ensuring year: Beatriz R. Perez Director Elections Board AGAINST 12
Zoom Communications, Inc. June 12, 2025 Approve, on an advisory non-binding basis, the compensation of our named executive officers as disclosed in our proxy statement. Say-on-Pay Board AGAINST 12
Zoom Communications, Inc. June 12, 2025 Elect Santiago Subotovsky Director Elections Board WITHHOLD 12
Zoom Communications, Inc. June 12, 2025 Elect William R. McDermott Director Elections Board WITHHOLD 12
AGNC Investment Corp. April 17, 2025 Election of directors: Morris A. Davis Director Elections Board ABSTAIN 11
ANSYS, Inc. June 27, 2025 Election of Seven Directors for One-Year Terms: Ravi Vijayaraghavan Director Elections Board AGAINST 11
APi Group Corporation May 16, 2025 To approve the amendment of our certificate of incorporation to increase the number of authorized shares of common stock. Capital Structure Board AGAINST 11
Ameren Corporation May 8, 2025 Company Proposal - Election of Directors--Nominees for Director: Kimberly J. Harris Director Elections Board ABSTAIN 11
Ameren Corporation May 8, 2025 Company Proposal - Election of Directors--Nominees for Director: Noelle K. Eder Director Elections Board ABSTAIN 11
Antero Resources Corporation June 4, 2025 Elect Benjamin A. Hardesty Director Elections Board WITHHOLD 11
Antero Resources Corporation June 4, 2025 Elect Robert J. Clark Director Elections Board WITHHOLD 11
Antero Resources Corporation June 4, 2025 To approve, on an advisory basis, the compensation of Antero Resources Corporation's named executive officers. Say-on-Pay Board AGAINST 11
Arista Networks, Inc. May 30, 2025 Approval, on an advisory basis, of the compensation of our named executive officers. Say-on-Pay Board AGAINST 11
Arista Networks, Inc. May 30, 2025 Elect Charles H. Giancarlo Director Elections Board WITHHOLD 11
Automatic Data Processing, Inc. November 6, 2024 Election of Directors: William J. Ready Director Elections Board AGAINST 11
Axon Enterprise, Inc. May 29, 2025 Election of ten directors of the Company named in the proxy statement: Adriane Brown Director Elections Board AGAINST 11
Axon Enterprise, Inc. May 29, 2025 Election of ten directors of the Company named in the proxy statement: Graham Smith Director Elections Board AGAINST 11
Axon Enterprise, Inc. May 29, 2025 Election of ten directors of the Company named in the proxy statement: Hadi Partovi Director Elections Board AGAINST 11
Axon Enterprise, Inc. May 29, 2025 Election of ten directors of the Company named in the proxy statement: Michael Garnreiter Director Elections Board AGAINST 11
Axon Enterprise, Inc. May 29, 2025 Proposal No. 2 requests that shareholders vote to approve, on an advisory basis, the compensation of the Company's named executive officers. Say-on-Pay Board AGAINST 11
BOK Financial Corporation April 29, 2025 Elect Alan S. Armstrong Director Elections Board WITHHOLD 11
BOK Financial Corporation April 29, 2025 Elect Chester Cadieux, III Director Elections Board WITHHOLD 11
BOK Financial Corporation April 29, 2025 Elect Stanley A. Lybarger Director Elections Board WITHHOLD 11
Baker Hughes Company May 20, 2025 The Election of Directors: Ilham Kadri Director Elections Board ABSTAIN 11
Ball Corporation April 30, 2025 Election of Directors: Todd A. Penegor Director Elections Board AGAINST 11
Bath & Body Works, Inc. June 5, 2025 Elect the ten nominees proposed by the Board of Directors as directors: Alessandro Bogliolo Director Elections Board AGAINST 11
Bentley Systems, Incorporated May 22, 2025 Election of Directors: Janet B. Haugen Director Elections Board WITHHOLD 11
Bentley Systems, Incorporated May 22, 2025 Election of Directors: Kirk B. Griswold Director Elections Board WITHHOLD 11
Biogen Inc. June 17, 2025 Say on Pay - To hold an advisory vote on executive compensation. Say-on-Pay Board AGAINST 11
CACI International Inc October 17, 2024 Election of Directors: Ryan D. McCarthy Director Elections Board AGAINST 11
CNA Financial Corporation April 30, 2025 Elect James S. Tisch Director Elections Board WITHHOLD 11
CVS Health Corporation May 15, 2025 Say on Pay, a Proposal to Approve, on an Advisory Basis, the Company's Executive Compensation. Say-on-Pay Board AGAINST 11
Charter Communications, Inc. April 22, 2025 Election of Directors: Balan Nair Director Elections Board AGAINST 11
Charter Communications, Inc. April 22, 2025 Stockholder Proposal Regarding Political Expenditures Report. Other Social Issues Shareholder Against FOR 11
Chipotle Mexican Grill, Inc. June 11, 2025 An advisory vote to approve the compensation of our executive officers as disclosed in the proxy statement ("say on pay"). Say-on-Pay Board AGAINST 11
Choice Hotels International, Inc. May 15, 2025 Election of Directors: Ervin R. Shames Director Elections Board AGAINST 11
Cintas Corporation October 29, 2024 A shareholder proposal regarding political disclosure, if properly presented at the meeting. Other Social Issues Shareholder Against FOR 11
Citizens Financial Group, Inc. April 24, 2025 Advisory Vote On Executive Compensation. Say-on-Pay Board AGAINST 11
Comcast Corporation June 18, 2025 Elect Kenneth J. Bacon Director Elections Board WITHHOLD 11
Comcast Corporation June 18, 2025 Elect Thomas J. Baltimore, Jr. Director Elections Board WITHHOLD 11
Conagra Brands, Inc. September 18, 2024 Advisory vote to approve named executive officer compensation Say-on-Pay Board AGAINST 11
Corpay Inc. June 11, 2025 Elect Directors nominated by the Board of Directors for a one-year term: Archie L. Jones Jr. Director Elections Board AGAINST 11
Corpay Inc. June 11, 2025 Elect Directors nominated by the Board of Directors for a one-year term: Gerald Throop Director Elections Board AGAINST 11
Corpay Inc. June 11, 2025 Elect Directors nominated by the Board of Directors for a one-year term: Richard Macchia Director Elections Board AGAINST 11
Coty Inc. November 7, 2024 Approval, on an advisory (non-binding) basis, of the compensation of Coty Inc.'s named executive officers, as disclosed in the proxy statement. Say-on-Pay Board AGAINST 11
Coty Inc. November 7, 2024 Election of Directors: Beatrice Ballini Director Elections Board WITHHOLD 11
Coty Inc. November 7, 2024 Election of Directors: Mariasun Aramburuzabala Larregui Director Elections Board WITHHOLD 11
Credit Acceptance Corporation June 4, 2025 Election of Directors: Glenda J. Flanagan Director Elections Board WITHHOLD 11
Crown Holdings, Inc. May 1, 2025 Consideration of a Shareholder proposal regarding transparency in political spending. Other Social Issues Shareholder Against FOR 11
Dell Technologies Inc. June 26, 2025 Elect Ellen J. Kullman Director Elections Board WITHHOLD 11
Devon Energy Corporation June 4, 2025 Advisory Vote to Approve Executive Compensation. Say-on-Pay Board AGAINST 11
DocuSign, Inc. May 29, 2025 Approval, on an advisory basis, of our named executive officers compensation Say-on-Pay Board AGAINST 11
DocuSign, Inc. May 29, 2025 Election of Class I Directors: Blake J. Irving Director Elections Board AGAINST 11
Enphase Energy, Inc. May 14, 2025 Elect Thurman John Rodgers Director Elections Board WITHHOLD 11
Entegris, Inc. April 23, 2025 Election of Directors: David Reeder Director Elections Board AGAINST 11
Expedia Group, Inc. June 3, 2025 Approval, on an advisory basis, of the compensation of Expedia Group's named executive officers. Say-on-Pay Board AGAINST 11
Expedia Group, Inc. June 3, 2025 Election of Directors: Alex von Furstenberg Director Elections Board WITHHOLD 11
Expedia Group, Inc. June 3, 2025 Election of Directors: Craig Jacobson Director Elections Board WITHHOLD 11
First American Financial Corporation May 13, 2025 Election of Class III director nominees: Parker S. Kennedy Director Elections Board AGAINST 11
First Horizon Corporation April 29, 2025 Ratification of appointment of KPMG LLP as auditors. Audit-related Board AGAINST 11
Ford Motor Company May 8, 2025 Election of Directors: Jon M. Huntsman, Jr. Director Elections Board AGAINST 11
Ford Motor Company May 8, 2025 Election of Directors: William E. Kennard Director Elections Board AGAINST 11
GE Aerospace May 6, 2025 Advisory Approval of Our Named Executives' Compensation Say-on-Pay Board AGAINST 11
GE Aerospace May 6, 2025 Election of Directors: Stephen Angel Director Elections Board AGAINST 11
Gilead Sciences, Inc. May 7, 2025 To vote on a stockholder proposal requesting a comprehensive human rights policy and human rights due diligence process, if properly presented at the Annual Meeting. Human Rights or Human Capital/workforce Shareholder Against FOR 11
Globus Medical, Inc. June 4, 2025 Election of Directors: Ann D. Rhoads Director Elections Board WITHHOLD 11
Globus Medical, Inc. June 4, 2025 Election of Directors: David C. Paul Director Elections Board WITHHOLD 11
Globus Medical, Inc. June 4, 2025 The approval of the amendment to the 2021 Equity Incentive Plan. Compensation Board AGAINST 11
Hyatt Hotels Corporation May 21, 2025 Elect Cary D. McMillan Director Elections Board WITHHOLD 11
KLA Corporation November 6, 2024 Please Note The Director Previously Indicated For This Proposal Is No Longer Up For Election. Director Elections Board ABSTAIN 11
Kellanova November 1, 2024 The Advisory Compensation Proposal - To approve, on an advisory, non-binding basis, the compensation that may be paid or become payable to Kellanova's named executive officers that is based on or otherwise relates to the Merger. Say-on-Pay Board AGAINST 11
Kite Realty Group Trust May 16, 2025 Election of Trustees: Steven P. Grimes Director Elections Board AGAINST 11
Las Vegas Sands Corp. May 15, 2025 An advisory (non-binding) vote to approve the compensation of the named executive officers. Say-on-Pay Board AGAINST 11
Las Vegas Sands Corp. May 15, 2025 Elect Alain Li Director Elections Board WITHHOLD 11
Las Vegas Sands Corp. May 15, 2025 Elect Lewis Kramer Director Elections Board WITHHOLD 11
Las Vegas Sands Corp. May 15, 2025 Elect Micheline Chau Director Elections Board WITHHOLD 11
Leidos Holdings, Inc. May 2, 2025 Election of Directors: Patrick M. Shanahan Director Elections Board AGAINST 11
Lennar Corporation April 9, 2025 Approval, on an advisory basis, of the compensation of our named executive officers. Say-on-Pay Board AGAINST 11
Lennar Corporation April 9, 2025 Elect 10 directors to serve until the 2026 Annual Meeting of Stockholders: Amy Banse Director Elections Board AGAINST 11
Lennar Corporation April 9, 2025 Elect 10 directors to serve until the 2026 Annual Meeting of Stockholders: Jeffrey Sonnenfeld Director Elections Board AGAINST 11
Lennar Corporation April 9, 2025 Elect 10 directors to serve until the 2026 Annual Meeting of Stockholders: Teri P. McClure Director Elections Board AGAINST 11

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