Home › Asset managers › Compare 2023-2024 › Charles Schwab vs Prudential/PGIM
Charles Schwab 2023-2024 · Prudential/PGIM 2023-2024 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 42,049 | 37,938 | 2,480 | 1,631 | 93.9% | 92.1% |
| Board proposals | 35,669 | 32,243 | 2,178 | 1,248 | 93.7% | 92.1% |
| E&S shareholder proposals | 389 | 232 | 30 | 127 | 88.5% | 76.0% |
| Other items | 5,991 | 5,463 | 272 | 256 | 95.3% | 93.3% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
157 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 | Prudential/PGIM |
|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO. | May 21, 2024 | Indigenous peoples rights indicators Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 13 funds |
Split 8 FOR, 11 AGAINST |
| JPMORGAN CHASE & CO. | May 21, 2024 | Report on due diligence in conflict-affected and high-risk areas Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 13 funds |
Split 7 FOR, 14 AGAINST |
| KELLANOVA | April 26, 2024 | Shareowner proposal requesting racial and gender pay gap disclosures, if properly presented at the meeting. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 14 funds |
Split 8 FOR, 1 AGAINST |
| KELLANOVA | April 26, 2024 | Shareowner proposal requesting the Company report on the risks to the Company associated with pesticide use in its supply chain, if properly presented at meeting. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 14 funds |
Split 1 FOR, 8 AGAINST |
| KINDER MORGAN INC. | May 8, 2024 | Stockholder proposal relating to establishing a greenhouse gas emission reduction target Environment or Climate |
Shareholder (E&S) | Against | FOR 13 funds |
Split 8 FOR, 6 AGAINST |
| KOSMOS ENERGY LTD. | June 6, 2024 | To provide a non-binding, advisory vote on a stockholder proposal regarding a report on tax payments. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 7 funds |
Split 5 FOR, 5 AGAINST |
| KRAFT HEINZ CO. | May 2, 2024 | Stockholder Proposal - Report on group-housed pork, if properly presented. Other Social Issues |
Shareholder (E&S) | Not determined | AGAINST 12 funds |
Split 2 FOR, 11 AGAINST |
| KRAFT HEINZ CO. | May 2, 2024 | Stockholder Proposal - Report on recyclability claims, if properly presented. Environment or Climate |
Shareholder (E&S) | Not determined | AGAINST 12 funds |
Split 2 FOR, 11 AGAINST |
| L3HARRIS TECHNOLOGIES INC. | April 19, 2024 | Shareholder Proposal titled "Transparency in Lobbying" Other Social Issues |
Shareholder (E&S) | Against | AGAINST 12 funds |
Split 15 FOR, 4 AGAINST |
| LENNAR CORP. | April 10, 2024 | Vote on a stockholder proposal requesting a report disclosing the Company's LGBTQ equity and inclusion efforts in its human capital management strategy. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 13 funds |
Split 15 FOR, 1 AGAINST |
| 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 (E&S) | Against | FOR 13 funds |
Split 15 FOR, 1 AGAINST |
| LENNAR CORP. | April 10, 2024 | Vote on a stockholder proposal requesting a report on the Company's plans to reduce greenhouse gas emissions. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 13 funds |
Split 15 FOR, 1 AGAINST |
| LOCKHEED MARTIN CORP. | May 2, 2024 | Stockholder Proposal Requesting a Report on Reducing Full Value Chain GHG Emissions Environment or Climate |
Shareholder (E&S) | Not determined | AGAINST 16 funds |
Split 4 FOR, 4 AGAINST |
| MARKEL GROUP INC. | May 22, 2024 | Shareholder proposal for a report on the Company's greenhouse gas emissions. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 11 funds |
Split 10 FOR, 2 AGAINST |
| MARRIOTT INTERNATIONAL INC. | May 10, 2024 | STOCKHOLDER RESOLUTION REQUESTING THE COMPANY COMMISSION A THIRD-PARTY CIVIL RIGHTS AUDIT Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 12 funds |
Split 4 FOR, 14 AGAINST |
| MATTEL INC. | May 29, 2024 | Stockholder proposal requesting additional disclosure regarding political contributions and expenditures. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 12 funds |
Split 2 FOR, 3 AGAINST |
| 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 (E&S) | Against | FOR 14 funds |
Split 12 FOR, 16 AGAINST |
| META PLATFORMS INC. | May 29, 2024 | A shareholder proposal regarding report on framework to assess company lobbying alignment with climate goals. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 14 funds |
Split 1 FOR, 34 AGAINST |
| META PLATFORMS INC. | May 29, 2024 | A shareholder proposal regarding report on generative AI misinformation and disinformation risks. Other Social Issues |
Shareholder (E&S) | Against | FOR 14 funds |
Split 9 FOR, 18 AGAINST |
| META PLATFORMS INC. | May 29, 2024 | A shareholder proposal regarding report on human rights risks in non-US markets. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 14 funds |
Split 8 FOR, 19 AGAINST |
| 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 |
Split 10 FOR, 9 AGAINST |
| MICROCHIP TECHNOLOGY INC. | August 22, 2023 | Stockholder proposal requesting that our Board of Directors commission an independent third-party report, at reasonable expense and excluding proprietary information, on our due diligence process to determine whether our customers' use of our products contribute or are linked to violations of international law. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 14 funds |
Split 9 FOR, 3 AGAINST |
| NETFLIX INC. | June 6, 2024 | Stockholder proposal entitled, Amendments to the Code of Ethics and report on the board members compliance with the amended code, if properly presented at the meeting. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 13 funds |
Split 7 FOR, 10 AGAINST |
| NETFLIX INC. | June 6, 2024 | Stockholder proposal entitled, Report on Netflix s Use of Artificial Intelligence, if properly presented at the meeting. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 13 funds |
Split 7 FOR, 10 AGAINST |
| NORFOLK SOUTHERN CORP. | May 9, 2024 | A Shareholder proposal regarding an annual report on lobbying activities, policies and communications. Other Social Issues |
Shareholder (E&S) | Contested | AGAINST 12 funds |
Split 9 FOR, 7 AGAINST |
| NVR INC. | May 7, 2024 | Shareholder proposal to expand political spending disclosure. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 14 funds |
Split 5 FOR, 1 AGAINST |
| NVR INC. | May 7, 2024 | Shareholder proposal to publish report on impact of diversity, equity, and inclusion efforts. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 14 funds |
Split 5 FOR, 1 AGAINST |
| PEPSICO INC. | May 1, 2024 | Shareholder Proposal - Global Transparency Report. Other Social Issues |
Shareholder (E&S) | Not determined | AGAINST 14 funds |
Split 7 FOR, 8 AGAINST |
| PEPSICO INC. | May 1, 2024 | Shareholder Proposal - Report on Risks Related to Biodiversity and Nature Loss. Environment or Climate |
Shareholder (E&S) | Not determined | AGAINST 14 funds |
Split 7 FOR, 8 AGAINST |
| PEPSICO INC. | May 1, 2024 | Shareholder Proposal - Third-Party Racial Equity Audit. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Not determined | AGAINST 14 funds |
Split 15 FOR, 3 AGAINST |
| PHILLIPS 66 | May 15, 2024 | Shareholder Proposal Requesting Report Analyzing The Impact Of The System Change Scenario On The Chemicals Business. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 13 funds |
Split 15 FOR, 2 AGAINST |
| REPUBLIC SERVICES INC. | May 23, 2024 | Shareholder proposal to report on stakeholder impact from the Company's climate change strategy. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 15 funds |
Split 9 FOR, 1 AGAINST |
| RTX CORP. | May 2, 2024 | Shareowner Proposal Requesting a Lobbying Transparency Report Other Social Issues |
Shareholder (E&S) | Not determined | AGAINST 13 funds |
Split 7 FOR, 7 AGAINST |
| RTX CORP. | May 2, 2024 | Shareowner Proposal Requesting a Report on Full Value Chain Emissions Reduction Plan Environment or Climate |
Shareholder (E&S) | Not determined | AGAINST 13 funds |
Split 1 FOR, 17 AGAINST |
| RYDER SYSTEM INC. | May 3, 2024 | To vote, on an advisory basis, on a shareholder proposal regarding managing climate risk through science-based targets and transition planning. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 10 funds |
Split 4 FOR, 1 AGAINST |
| RYDER SYSTEM INC. | May 3, 2024 | To vote, on an advisory basis, on a shareholder proposal regarding the Company's climate change strategy and related impacts on employment. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 10 funds |
Split 4 FOR, 1 AGAINST |
| SKYWEST INC. | May 7, 2024 | A shareholder proposal regarding collective bargaining policy. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 8 funds |
Split 5 FOR, 1 AGAINST |
| STRYKER CORP. | May 9, 2024 | Shareholder Proposal on Transparency in Political Spending. Other Social Issues |
Shareholder (E&S) | Not determined | AGAINST 14 funds |
Split 8 FOR, 6 AGAINST |
| SYSCO CORP. | November 17, 2023 | To consider a stockholder proposal related to re-establishing a policy for eliminating or reducing gestation crates in the Company's pork supply chain. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 12 funds |
Split 1 FOR, 10 AGAINST |
| TESLA INC. | June 13, 2024 | A stockholder proposal regarding adoption of a freedom of association and collective bargaining policy, if properly presented. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 14 funds |
Split 13 FOR, 12 AGAINST |
| TESLA INC. | June 13, 2024 | A stockholder proposal regarding annual reporting on anti-harassment and discrimination efforts, if properly presented. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | FOR 14 funds |
Split 15 FOR, 9 AGAINST |
| TEXAS INSTRUMENTS INC. | April 25, 2024 | Stockholder proposal to report on due diligence efforts to identify risks associated with product misuse. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 14 funds |
Split 7 FOR, 7 AGAINST |
| THE WENDY'S COMPANY | May 21, 2024 | Stockholder proposal regarding cage-free eggs, if properly presented at the Annual Meeting. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 10 funds |
Split 1 FOR, 5 AGAINST |
| THE WENDY'S COMPANY | May 21, 2024 | Stockholder proposal requesting a racial equity audit, if properly presented at the Annual Meeting Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 10 funds |
Split 1 FOR, 5 AGAINST |
| THE WILLIAMS COMPANIES, INC. | April 30, 2024 | Vote on a Stockholder Proposal Requesting the Company Issue a Report Assessing Policy Options Related to Venting and Flaring, if Properly Presented at the Annual Meeting. Other |
Shareholder (E&S) | Not determined | ABSTAIN 13 funds |
Split 8 AGAINST, 4 ABSTAIN |
| TRUIST FINANCIAL CORP. | April 23, 2024 | Shareholder proposal regarding an annual report on lobbying activities, if properly presented at the Annual Meeting. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 13 funds |
Split 17 FOR, 1 AGAINST |
| UBER TECHNOLOGIES INC. | May 6, 2024 | Stockholder proposal to prepare an independent third-party audit on Driver health and safety. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 13 funds |
Split 1 FOR, 24 AGAINST |
| UNITED PARCEL SERVICE INC. | May 2, 2024 | To prepare a report on the risks arising from voluntary carbon-reduction commitments. Environment or Climate |
Shareholder (E&S) | Not determined | AGAINST 15 funds |
Split 2 FOR, 11 AGAINST |
| UNITED PARCEL SERVICE INC. | May 2, 2024 | To prepare an annual report on the effectiveness of UPS's diversity, equity and inclusion efforts. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Not determined | AGAINST 15 funds |
Split 9 FOR, 4 AGAINST |
| WALMART INC. | June 5, 2024 | Human Rights Impact Assessments. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 14 funds |
Split 9 FOR, 8 AGAINST |
| WELLS FARGO & CO. | April 30, 2024 | Shareholder Proposal - Annual Climate Lobbying Congruency Report. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 12 funds |
Split 8 FOR, 6 AGAINST |
| WELLS FARGO & CO. | April 30, 2024 | Shareholder Proposal - Annual Report on Congruency of Political Spending and Corporate Values. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 12 funds |
Split 8 FOR, 6 AGAINST |
| WELLS FARGO & CO. | April 30, 2024 | Shareholder Proposal - Annual Report on Prevention of Workplace Harassment and Discrimination. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 12 funds |
Split 8 FOR, 6 AGAINST |
| WELLS FARGO & CO. | April 30, 2024 | Shareholder Proposal - Third-Party Assessment of Respect for Freedom of Association and Collective Bargaining. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 12 funds |
Split 8 FOR, 6 AGAINST |
| WELLS FARGO & CO. | April 30, 2024 | Shareholder Proposal - Transparency in Lobbying Annual Report. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 12 funds |
Split 16 FOR, 4 AGAINST |
| WESTLAKE CORP. | May 9, 2024 | A stockholder proposal regarding the preparation of a report on reducing plastic pollution of the oceans. Environment or Climate |
Shareholder (E&S) | Not determined | AGAINST 12 funds |
Split 1 FOR, 6 AGAINST |
| 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; and Environment or Climate |
Shareholder (E&S) | Against | FOR 11 funds |
Split 2 FOR, 5 AGAINST |
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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.