Home › Asset managers › Compare 2023-2024 › Charles Schwab vs Brighthouse
Note on Brighthouse: its funds did not all vote the same way on 11.4% of the 112,275 ballot items it voted. Those items are not in the percentage above; the ones it shares with this pair are listed under “Split votes”.
Charles Schwab 2023-2024 · Brighthouse 2023-2024 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 24,868 | 8,260 | 5,597 | 11,011 | 59.6% | 57.1% |
| Board proposals | 22,412 | 7,241 | 5,244 | 9,927 | 58.0% | 56.8% |
| E&S shareholder proposals | 410 | 18 | 25 | 367 | 41.9% | 30.9% |
| Other items | 2,046 | 1,001 | 328 | 717 | 75.3% | 66.1% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
392 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 | Charles Schwab | Brighthouse |
|---|---|---|---|---|---|---|
| ALTRIA GROUP INC. | May 16, 2024 | Shareholder Proposal - Report Assessing The Benefits To Altria Of Extended Producer Responsibility Laws For Spent Tobacco Filters For Tobacco Companies Operating In The U.S. Market. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 14 funds |
ABSTAIN 3 funds |
| BANK OF MONTREAL | April 16, 2024 | Shareholder Proposal Regarding Say on Climate Environment or Climate |
Shareholder (E&S) | Against | AGAINST 2 funds |
FOR 1 fund |
| BANK OF NOVA SCOTIA | April 9, 2024 | Shareholder Proposal Regarding Say on Climate Environment or Climate |
Shareholder (E&S) | Against | AGAINST 3 funds |
FOR 1 fund |
| COTY INC. | November 2, 2023 | Stockholder proposal regarding a report on plastic packaging reduction. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 11 funds |
ABSTAIN 1 fund |
| DRAFTKINGS INC. | May 13, 2024 | To consider a shareholder proposal regarding disclosure of certain political contributions. Other Social Issues |
Shareholder (E&S) | Against | FOR 9 funds |
ABSTAIN 3 funds |
| ENBRIDGE INC. | May 8, 2024 | Shareholder Proposal Regarding Disclosure of All Material Scope 3 Emissions Environment or Climate |
Shareholder (E&S) | Against | AGAINST 2 funds |
FOR 1 fund |
| FIRSTENERGY CORP. | May 22, 2024 | Report On Financial Statement Assumptions And Climate Change. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 13 funds |
ABSTAIN 2 funds |
| GRANITE CONSTRUCTION INC. | June 5, 2024 | Shareholder proposal regarding a report on the I-80 South Quarry Project. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 7 funds |
ABSTAIN 1 fund |
| HERSHEY CO. | May 6, 2024 | Stockholder Proposal titled Public Report on Living Wage & Income. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 13 funds |
ABSTAIN 6 funds |
| HERSHEY CO. | May 6, 2024 | Stockholder Proposal titled Public Report on Packaging Reuse & Recycling. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 13 funds |
ABSTAIN 6 funds |
| ITT INC. | May 15, 2024 | A Shareholder Proposal Regarding Political Spending. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 12 funds |
ABSTAIN 3 funds |
| MAXIMUS INC. | March 12, 2024 | Shareholder proposal regarding the commission of a third party assessment on the Company s commitment to freedom of association and collective bargaining rights. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 10 funds |
ABSTAIN 2 funds |
| METLIFE INC. | June 18, 2024 | Shareholder proposal requesting a third-party racial equity audit. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 12 funds |
ABSTAIN 3 funds |
| QUEST DIAGNOSTICS INC. | May 16, 2024 | Stockholder Proposal Regarding Managing Climate Risk Through Science-Based Targets And Transition Planning. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 13 funds |
ABSTAIN 3 funds |
| ROYAL BANK OF CANADA | April 11, 2024 | Shareholder Proposal Regarding Reporting Circular Economy Loans Environment or Climate |
Shareholder (E&S) | Against | AGAINST 2 funds |
FOR 1 fund |
| ROYAL BANK OF CANADA | April 11, 2024 | Shareholder Proposal Regarding Say on Climate Environment or Climate |
Shareholder (E&S) | Against | AGAINST 2 funds |
FOR 1 fund |
| SPIRIT AEROSYSTEMS HOLDINGS INC. | April 24, 2024 | The Stockholder Proposal titled "Transparency in Political Spending". Other Social Issues |
Shareholder (E&S) | Against | AGAINST 9 funds |
ABSTAIN 1 fund |
| STRIDE INC. | December 7, 2023 | Approval of the stockholder proposal regarding a report on lobbying. Other Social Issues |
Shareholder (E&S) | Against | FOR 8 funds |
ABSTAIN 1 fund |
| TC ENERGY CORP. | June 4, 2024 | Shareholder Proposal Regarding Independent Assessment of Damages from Failure to Obtain FPIC Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 2 funds |
FOR 1 fund |
| TORONTO-DOMINION BANK | April 18, 2024 | Shareholder Proposal Regarding Disclosure of Transition Activities for Financing Environment or Climate |
Shareholder (E&S) | Against | AGAINST 3 funds |
FOR 1 fund |
| TORONTO-DOMINION BANK | April 18, 2024 | Shareholder Proposal Regarding Say on Climate Environment or Climate |
Shareholder (E&S) | Against | AGAINST 3 funds |
FOR 1 fund |
| TRIPADVISOR INC. | June 11, 2024 | To vote, on the Stockholder Proposal, requesting a report on implementation of the Global Human Rights Policy. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 8 funds |
ABSTAIN 1 fund |
| TYSON FOODS INC. | February 8, 2024 | Shareholder proposal regarding Tyson Foods labor practices. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | FOR 14 funds |
ABSTAIN 4 funds |
| WARRIOR MET COAL INC. | April 25, 2024 | Shareholder Proposal: To adopt a resolution urging the Board of Directors to commission and oversee an assessment of the Company s respect for the internationally recognized human rights of freedom of association and collective bargaining. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Contested | AGAINST 7 funds |
ABSTAIN 1 fund |
| WEIS MARKETS INC. | May 2, 2024 | Shareholder proposal requesting a report on how the Company is addressing climate-change related risks in its Supply Chain. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 7 funds |
FOR 1 fund |
| A. O. SMITH CORP. | April 9, 2024 | Stockholder proposal requesting a Board report on our hiring practices with respect to formerly incarcerated people, if properly presented at the Annual Meeting. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 16 funds |
Split 1 FOR, 1 AGAINST, 10 ABSTAIN |
| ABBVIE INC. | May 3, 2024 | Stockholder Proposal - to Issue a Report on Patent Process Other Social Issues |
Shareholder (E&S) | Against | AGAINST 15 funds |
Split 1 FOR, 6 AGAINST, 9 ABSTAIN |
| ABBVIE INC. | May 3, 2024 | Stockholder Proposal - to Issue an Annual Report on Lobbying Other Social Issues |
Shareholder (E&S) | Against | AGAINST 15 funds |
Split 4 AGAINST, 6 ABSTAIN |
| ADOBE INC. | April 17, 2024 | Stockholder Proposal - Reporting on Hiring of Persons with Arrest or Incarceration Records. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 14 funds |
Split 1 FOR, 8 AGAINST, 9 ABSTAIN |
| AIRBNB INC. | June 5, 2024 | Stockholder proposal regarding political disclosure, if properly presented at the Annual Meeting. Other Social Issues |
Shareholder (E&S) | Against | FOR 13 funds |
Split 3 FOR, 1 AGAINST, 9 ABSTAIN |
| ALCOA CORP. | May 10, 2024 | Stockholder proposal requesting the preparation of an annual report on lobbying activities, if properly presented Other Social Issues |
Shareholder (E&S) | Against | AGAINST 12 funds |
Split 1 FOR, 5 ABSTAIN |
| 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 (E&S) | Against | FOR 14 funds |
Split 2 FOR, 2 AGAINST, 8 ABSTAIN |
| ALPHABET INC. | June 7, 2024 | Stockholder proposal regarding a lobbying report Other Social Issues |
Shareholder (E&S) | Against | AGAINST 14 funds |
Split 7 FOR, 5 AGAINST, 12 ABSTAIN |
| ALPHABET INC. | June 7, 2024 | Stockholder proposal regarding a policy for director transparency on political and charitable giving Environment or Climate |
Shareholder (E&S) | Against | AGAINST 14 funds |
Split 12 AGAINST, 12 ABSTAIN |
| ALPHABET INC. | June 7, 2024 | Stockholder proposal regarding a report on climate risks to retirement plan beneficiaries Environment or Climate |
Shareholder (E&S) | Against | AGAINST 14 funds |
Split 2 FOR, 10 AGAINST, 12 ABSTAIN |
| ALPHABET INC. | June 7, 2024 | Stockholder proposal regarding a report on electromagnetic radiation and wireless technologies risks Other Social Issues |
Shareholder (E&S) | Against | AGAINST 14 funds |
Split 12 AGAINST, 12 ABSTAIN |
| ALPHABET INC. | June 7, 2024 | Stockholder proposal regarding a report on generative AI misinformation and disinformation risks Other Social Issues |
Shareholder (E&S) | Against | FOR 14 funds |
Split 4 FOR, 8 ABSTAIN |
| ALPHABET INC. | June 7, 2024 | Stockholder proposal regarding a report on online safety for children Other Social Issues |
Shareholder (E&S) | Against | FOR 14 funds |
Split 3 FOR, 9 AGAINST, 12 ABSTAIN |
| ALPHABET INC. | June 7, 2024 | Stockholder proposal regarding a report on reproductive healthcare misinformation risks Other Social Issues |
Shareholder (E&S) | Against | AGAINST 14 funds |
Split 2 FOR, 10 AGAINST, 12 ABSTAIN |
| ALPHABET INC. | June 7, 2024 | Stockholder proposal regarding an EEO policy risk report Environment or Climate |
Shareholder (E&S) | Against | AGAINST 14 funds |
Split 12 AGAINST, 12 ABSTAIN |
| ALTRIA GROUP INC. | May 16, 2024 | Shareholder Proposal - Report on Congruence of Political and Lobbying Expenditures with the Company's Vision, Responsibility Focus Areas and Cultural Aspiration Other Social Issues |
Shareholder (E&S) | Against | AGAINST 14 funds |
Split 1 AGAINST, 4 ABSTAIN |
| AMAZON.COM INC. | May 22, 2024 | SHAREHOLDER PROPOSAL REQUESTING A REPORT ON CUSTOMER DUE DILIGENCE Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 14 funds |
Split 2 FOR, 10 AGAINST, 16 ABSTAIN |
| AMAZON.COM INC. | May 22, 2024 | SHAREHOLDER PROPOSAL REQUESTING A REPORT ON CUSTOMER USE OF CERTAIN TECHNOLOGIES Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | FOR 14 funds |
Split 1 FOR, 11 AGAINST, 16 ABSTAIN |
| AMAZON.COM INC. | May 22, 2024 | SHAREHOLDER PROPOSAL REQUESTING A REPORT ON PACKAGING MATERIALS Environment or Climate |
Shareholder (E&S) | Against | FOR 14 funds |
Split 3 FOR, 9 AGAINST, 16 ABSTAIN |
| AMAZON.COM INC. | May 22, 2024 | SHAREHOLDER PROPOSAL REQUESTING A REPORT ON VIEWPOINT RESTRICTION Environment or Climate |
Shareholder (E&S) | Against | AGAINST 14 funds |
Split 12 AGAINST, 16 ABSTAIN |
| AMAZON.COM INC. | May 22, 2024 | SHAREHOLDER PROPOSAL REQUESTING A REPORT ON WAREHOUSE WORKING CONDITIONS Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | FOR 14 funds |
Split 6 FOR, 6 AGAINST, 16 ABSTAIN |
| AMAZON.COM INC. | May 22, 2024 | SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON FREEDOM OF ASSOCIATION Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | FOR 14 funds |
Split 3 FOR, 9 AGAINST, 16 ABSTAIN |
| AMAZON.COM INC. | May 22, 2024 | SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON GENDER/RACIAL PAY Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 14 funds |
Split 3 FOR, 9 AGAINST, 16 ABSTAIN |
| AMAZON.COM INC. | May 22, 2024 | SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON LOBBYING Other Social Issues |
Shareholder (E&S) | Against | AGAINST 14 funds |
Split 3 FOR, 9 AGAINST, 16 ABSTAIN |
| AMAZON.COM INC. | May 22, 2024 | SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON STAKEHOLDER IMPACTS Environment or Climate |
Shareholder (E&S) | Against | AGAINST 14 funds |
Split 4 FOR, 8 AGAINST, 16 ABSTAIN |
| AMAZON.COM INC. | May 22, 2024 | SHAREHOLDER PROPOSAL REQUESTING ALTERNATIVE EMISSIONS REPORTING Environment or Climate |
Shareholder (E&S) | Against | AGAINST 14 funds |
Split 1 FOR, 11 AGAINST, 16 ABSTAIN |
| AMAZON.COM INC. | May 22, 2024 | Shareholder Proposal Requesting A Policy To Disclose Directors Political And Charitable Donations Other Social Issues |
Shareholder (E&S) | Against | AGAINST 14 funds |
Split 4 AGAINST, 9 ABSTAIN |
| AMERICAN EXPRESS CO. | May 6, 2024 | Shareholder proposal relating to climate lobbying. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 13 funds |
Split 2 FOR, 4 AGAINST, 4 ABSTAIN |
| AMERICAN EXPRESS CO. | May 6, 2024 | Shareholder proposal relating to merchant category codes. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 13 funds |
Split 6 AGAINST, 4 ABSTAIN |
| AMERICAN TOWER CORP. | May 22, 2024 | To consider a stockholder proposal, if properly presented, regarding disclosure of racial and gender pay gaps. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 15 funds |
Split 3 FOR, 1 AGAINST, 9 ABSTAIN |
| AMKOR TECHNOLOGY INC. | May 14, 2024 | Shareholder proposal to report on effectiveness of the Company's diversity, equity, and inclusion efforts. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 11 funds |
Split 2 FOR, 4 ABSTAIN |
| APPLE INC. | February 28, 2024 | A shareholder proposal entitled Congruency Report on Privacy and Human Rights . Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 15 funds |
Split 4 AGAINST, 9 ABSTAIN |
| APPLE INC. | February 28, 2024 | A shareholder proposal entitled EEO Policy Risk Report . Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 15 funds |
Split 4 AGAINST, 9 ABSTAIN |
| APPLE INC. | February 28, 2024 | A shareholder proposal entitled Racial and Gender Pay Gaps . Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 15 funds |
Split 1 FOR, 3 AGAINST, 9 ABSTAIN |
| APPLE INC. | February 28, 2024 | A shareholder proposal entitled Report on Ensuring Respect for Civil Liberties . Other Social Issues |
Shareholder (E&S) | Against | AGAINST 15 funds |
Split 4 AGAINST, 9 ABSTAIN |
| APPLE INC. | February 28, 2024 | A shareholder proposal requesting a report on the use of AI. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 15 funds |
Split 4 FOR, 9 ABSTAIN |
| APPLIED MATERIALS INC. | March 7, 2024 | Shareholder proposal requesting that Applied Materials prepare a report disclosing Applied Materials' policy and procedures governing lobbying and payments by Applied Materials used for lobbying. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 13 funds |
Split 4 AGAINST, 9 ABSTAIN |
| APPLIED MATERIALS INC. | March 7, 2024 | Shareholder proposal requesting that Applied Materials report on quantitative median and adjusted pay gaps across race and gender. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 13 funds |
Split 4 AGAINST, 9 ABSTAIN |
| AT&T INC. | May 16, 2024 | Report on Respecting Workforce Civil Liberties Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 12 funds |
Split 3 AGAINST, 5 ABSTAIN |
| AUTONATION INC. | April 24, 2024 | Adoption of stockholder proposal regarding political contributions. Other Social Issues |
Shareholder (E&S) | Against | FOR 11 funds |
Split 1 FOR, 1 AGAINST, 6 ABSTAIN |
| BADGER METER INC. | April 26, 2024 | SHAREHOLDER PROPOSAL REQUESTING THE BOARD TO PREPARE A REPORT ON HIRING PRACTICES. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 10 funds |
Split 1 AGAINST, 2 ABSTAIN |
| BANK OF AMERICA CORP. | April 24, 2024 | Shareholder proposal requesting changes to executive compensation program Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 13 funds |
Split 6 AGAINST, 8 ABSTAIN |
| BANK OF AMERICA CORP. | April 24, 2024 | Shareholder proposal requesting disclosure of clean energy financing ratio Environment or Climate |
Shareholder (E&S) | Against | AGAINST 13 funds |
Split 2 FOR, 4 AGAINST, 8 ABSTAIN |
| BANK OF AMERICA CORP. | April 24, 2024 | Shareholder proposal requesting report on lobbying alignment with Bank of America's climate goals Environment or Climate |
Shareholder (E&S) | Against | AGAINST 13 funds |
Split 2 FOR, 4 AGAINST, 8 ABSTAIN |
| BANK OF AMERICA CORP. | April 24, 2024 | Shareholder proposal requesting report on risks of politicized de-banking Environment or Climate |
Shareholder (E&S) | Against | AGAINST 13 funds |
Split 1 FOR, 5 AGAINST, 8 ABSTAIN |
| BANK OF NEW YORK MELLON CORP. | April 9, 2024 | Stockholder proposal regarding report on risks of politicized de-banking, if properly presented. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 13 funds |
Split 3 AGAINST, 6 ABSTAIN |
| BANK OF NEW YORK MELLON CORP. | April 9, 2024 | Stockholder proposal regarding transperency in lobbying, if properly presented. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 13 funds |
Split 3 FOR, 6 ABSTAIN |
| 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 (E&S) | Against | FOR 13 funds |
Split 4 FOR, 1 AGAINST, 9 ABSTAIN |
| 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 (E&S) | Against | FOR 13 funds |
Split 1 FOR, 2 AGAINST, 7 ABSTAIN |
| BERKSHIRE HATHAWAY INC. | May 4, 2024 | Shareholder proposal requesting that the Board of Directors disclose in a consolidated annual report GHG emissions data by scope, as well as progress toward its net-zero decarbonization goal, for Berkshire Hathaway Energy. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 13 funds |
Split 2 FOR, 3 AGAINST, 9 ABSTAIN |
| BERKSHIRE HATHAWAY INC. | May 4, 2024 | Shareholder proposal requesting that the Board seek an audited report assessing how applying the findings of the Energy Policy Research Foundation would affect the assumptions, costs, estimates and valuations underlying the Company's financial statements. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 13 funds |
Split 5 AGAINST, 9 ABSTAIN |
| BERKSHIRE HATHAWAY INC. | May 4, 2024 | Shareholder proposal requesting that the Company report annually on the nature and extent to which the Company's operations depend on and are vulnerable to China. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 13 funds |
Split 5 AGAINST, 9 ABSTAIN |
| BLACKROCK INC. | May 15, 2024 | Shareholder Proposal - Report on EEO Policy Risk. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 14 funds |
Split 4 AGAINST, 2 ABSTAIN |
| BLACKROCK INC. | May 15, 2024 | Shareholder Proposal - Report on Proxy Voting Record and Policies for Climate Change-Related Proposals. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 14 funds |
Split 4 AGAINST, 2 ABSTAIN |
| BOEING CO. | May 17, 2024 | Adoption of Value Chain Emission Reduction Target. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 13 funds |
Split 5 FOR, 2 AGAINST, 4 ABSTAIN |
| BOEING CO. | May 17, 2024 | Racial and Gender Pay Gap Disclosure. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 13 funds |
Split 3 FOR, 4 AGAINST, 4 ABSTAIN |
| BOEING CO. | May 17, 2024 | Report on Climate Lobbying. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 13 funds |
Split 2 FOR, 5 AGAINST, 4 ABSTAIN |
| BOEING CO. | May 17, 2024 | Report on Risks Related to Diversity, Equity & Inclusion Efforts. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 13 funds |
Split 7 AGAINST, 4 ABSTAIN |
| BOEING CO. | May 17, 2024 | Review of China Business and ESG Commitments. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 13 funds |
Split 7 AGAINST, 4 ABSTAIN |
| BOOKING HOLDINGS INC. | June 4, 2024 | Stockholder proposal requesting a non-binding stockholder vote regarding reproductive rights and data privacy. Other Social Issues |
Shareholder (E&S) | Not determined | AGAINST 13 funds |
Split 1 FOR, 4 AGAINST, 10 ABSTAIN |
| 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 (E&S) | Against | FOR 11 funds |
Split 2 FOR, 2 AGAINST, 9 ABSTAIN |
| 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 (E&S) | Against | FOR 15 funds |
Split 3 FOR, 1 AGAINST, 5 ABSTAIN |
| CAMPBELL SOUP CO. | November 29, 2023 | To vote on a shareholder proposal regarding a report on how the Company is protecting 401(k) retirement fund plan beneficiaries with a longer investment time horizon from future portfolio risk created by present-day investments in high carbon companies. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 14 funds |
Split 1 AGAINST, 6 ABSTAIN |
| CAMPBELL SOUP CO. | November 29, 2023 | To vote on a shareholder proposal regarding a report relating to the progress of our cage-free egg commitment. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 14 funds |
Split 1 AGAINST, 6 ABSTAIN |
| CAPITAL ONE FINANCIAL CORP. | May 2, 2024 | Stockholder proposal requesting a report on respecting workforce civil liberties. Environment or Climate |
Shareholder (E&S) | Not determined | AGAINST 12 funds |
Split 3 AGAINST, 5 ABSTAIN |
| CAPITAL ONE FINANCIAL CORP. | May 2, 2024 | Stockholder proposal requesting setting of near - and long-term greenhouse gas emission reduction targets. Environment or Climate |
Shareholder (E&S) | Not determined | AGAINST 12 funds |
Split 1 FOR, 2 AGAINST, 5 ABSTAIN |
| CARRIER GLOBAL CORP. | April 18, 2024 | Shareowner Proposal regarding transparency in lobbying Other Social Issues |
Shareholder (E&S) | Against | AGAINST 13 funds |
Split 2 FOR, 8 ABSTAIN |
| CASEY'S GENERAL STORES INC. | September 6, 2023 | Shareholder proposal regarding greenhouse gas emissions reporting. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 12 funds |
Split 1 FOR, 1 AGAINST, 4 ABSTAIN |
| CASEY'S GENERAL STORES INC. | September 6, 2023 | Shareholder proposal regarding responsible sourcing disclosures. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 12 funds |
Split 2 AGAINST, 4 ABSTAIN |
| CATERPILLAR INC. | June 12, 2024 | Shareholder Proposal - Lobbying Disclosure Other Social Issues |
Shareholder (E&S) | Against | AGAINST 16 funds |
Split 1 FOR, 2 AGAINST, 5 ABSTAIN |
| CDW CORP. | May 21, 2024 | To consider and act upon the stockholder proposal, if properly presented at the meeting, regarding political spending disclosure. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 14 funds |
Split 2 AGAINST, 3 ABSTAIN |
| CENTENE CORP. | May 14, 2024 | STOCKHOLDER PROPOSAL FOR MANAGING CLIMATE RISK THROUGH SCIENCE-BASED TARGETS AND TRANSITION PLANNING. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 12 funds |
Split 2 FOR, 3 AGAINST, 5 ABSTAIN |
| CENTERPOINT ENERGY INC. | April 26, 2024 | Shareholder proposal relating to setting additional interim and long-term Scope 3 emissions goals. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 13 funds |
Split 1 AGAINST, 6 ABSTAIN |
| CHARLES RIVER LABORATORIES INTERNATIONAL INC. | May 8, 2024 | Proposal to publish a report on non-human primates imported by Charles River Laboratories International, Inc. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 15 funds |
Split 1 FOR, 3 AGAINST, 6 ABSTAIN |
| CHARLES SCHWAB CORP. | May 23, 2024 | Stockholder Proposal on Workforce Discrimination Risk Oversight and Impact. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 12 funds |
Split 1 AGAINST, 2 ABSTAIN |
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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.