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Charles Schwab vs Russell Investments: how alike they voted, 2023-2024

95.2% When both took a single position, they voted the same way on 95.2% of 39,363 items (37,471 the same, 1,892 different). 0 items where at least one of them split its funds are listed separately below. Both voted on 39,363 items in all.

Charles Schwab 2023-2024 · Russell Investments 2023-2024 · Download the item list (CSV)

By who put the item on the ballot. “Same position” = Same / (Same + Differ); split items are not in it. “Fund-level” is a second view over all common items: the chance that a fund of each manager, picked at random, voted the same way, which gives partial credit where a manager split.
Common itemsSame DifferSplit (not in %)Same position Fund-level
All ballot items 39,36337,4711,892 095.2%95.2%
Board proposals 32,90631,4951,411 095.7%95.7%
E&S shareholder proposals 40832583 079.7%79.7%
Other items 6,0495,651398 093.4%93.4%

Where they did not vote alike

Everything Voted differently Split votes

All ballot items Board proposals E&S shareholder proposals Other items

1,892 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.

CompanyMeetingProposalOn the ballot from Board recommendedCharles SchwabRussell Investments
HYUNDAI MOBIS CO.,LTD. March 20, 2024 Financial Statements
Corporate Governance
Other For FOR
4 funds
AGAINST
5 funds
IAC INC. June 11, 2024 To approve an amendment to the Company's Restated Certificate of Incorporation to reflect new Delaware law provisions regarding officer exculpation.
Corporate Governance
Other For FOR
11 funds
AGAINST
1 fund
IMMERSION CORP. April 29, 2024 Approval of an amendment to the Company s Amended and Restated Certificate of Incorporation to reflect new Delaware law provisions regarding officer exculpation.
Corporate Governance
Other For FOR
2 funds
AGAINST
2 funds
INGEVITY CORP. April 23, 2024 Amendment to the Company s Certificate of Incorporation to provide for the exculpation of certain officers from liability in limited circumstances.
Corporate Governance
Other For FOR
7 funds
AGAINST
2 funds
INGREDION INC. May 15, 2024 To approve an amendment to the Company's Amended and Restated Certificate of Incorporation to limit the liability of certain officers.
Corporate Governance
Other For FOR
11 funds
AGAINST
8 funds
INNOVENT BIOLOGICS INC. June 21, 2024 Board Authority to Allot, Issue and Deal with Ordinary Shares except of Charles Leland Cooney
Corporate Governance
Other For AGAINST
1 fund
FOR
2 funds
INNOVENT BIOLOGICS INC. June 21, 2024 Board Authority to Allot, Issue and Deal with Ordinary Shares except of De-Chao Michael Yu
Corporate Governance
Other For AGAINST
1 fund
FOR
2 funds
INNOVENT BIOLOGICS INC. June 21, 2024 Board Authority to Allot, Issue and Deal with Ordinary Shares except of Gary Zieziula
Corporate Governance
Other For AGAINST
1 fund
FOR
2 funds
INNOVENT BIOLOGICS INC. June 21, 2024 Board Authority to Allot, Issue and Deal with Ordinary Shares except of Joyce I-Yin Hsu
Corporate Governance
Other For AGAINST
1 fund
FOR
2 funds
INNOVENT BIOLOGICS INC. June 21, 2024 Board Authority to Allot, Issue and Deal with Ordinary Shares except of Kaixian Chen
Corporate Governance
Other For AGAINST
1 fund
FOR
2 funds
INNOVENT BIOLOGICS INC. June 21, 2024 Board Authority to Allot, Issue and Deal with Ordinary Shares except of Ronald Hao Xi Ede
Corporate Governance
Other For AGAINST
1 fund
FOR
2 funds
INNOVENT BIOLOGICS INC. June 21, 2024 Board Authority to Allot, Issue and Deal with Ordinary Shares except of Shuyun Chen
Corporate Governance
Other For AGAINST
1 fund
FOR
2 funds
INSPERITY INC. May 21, 2024 Approval of the amendment and restatement of the Company s Certificate of Incorporation to provide for exculpation of certain officers of the Company from personal liability under certain circumstances as allowed by Delaware law.
Corporate Governance
Other For FOR
8 funds
AGAINST
5 funds
INTEGRA LIFESCIENCES HOLDINGS CORP. May 9, 2024 To approve an amendment to the Amended and Restated Certificate of Incorporation to reflect new Delaware law provisions regarding officer exculpation.
Corporate Governance
Other For FOR
8 funds
AGAINST
1 fund
INTELLIA THERAPEUTICS INC. June 12, 2024 Approval of a second amendment to our Second Amended and Restated Certificate of Incorporation, as amended, to limit the liability of certain officers of the Company as permitted by recent amendments to the Delaware General Corporation Law.
Corporate Governance
Other For FOR
5 funds
AGAINST
2 funds
INTERCONTINENTAL EXCHANGE INC. May 17, 2024 A stockholder proposal regarding independent board chairman, if properly presented at the Annual Meeting.
Corporate Governance
Other Against AGAINST
13 funds
FOR
7 funds
INTERNATIONAL BUSINESS MACHINES CORP. April 30, 2024 Stockholder Proposal Requesting a Right to Act by Written Consent.
Shareholder Rights and Defenses
Other Against AGAINST
13 funds
FOR
9 funds
INTERPUBLIC GROUP OF COMPANIES INC. May 23, 2024 Stockholder proposal entitled Independent Board Chairman.
Corporate Governance
Other Against AGAINST
16 funds
FOR
2 funds
IROBOT CORP. May 23, 2024 Approve amendments to our Existing Certificate to limit the liability of certain officers in certain circumstances as permitted by recent amendments to the Delaware General Corporation Law.
Corporate Governance
Other For FOR
6 funds
AGAINST
2 funds
IRON MOUNTAIN INC. May 30, 2024 The approval of amendment to Iron Mountain Incorporated's Certificate of Incorporation to limit liability of certain officers.
Corporate Governance
Other For FOR
16 funds
AGAINST
6 funds
JABIL INC. January 25, 2024 Consider and act upon the stockholder proposal described in this proxy statement, if properly presented at the Annual Meeting.
Corporate Governance
Other Against AGAINST
13 funds
FOR
3 funds
JACKSON FINANCIAL INC. May 23, 2024 Adopt the Fourth Amended and Restated Certificate of Incorporation to update the exculpation provision and make ministerial changes to the Certificate
Corporate Governance
Other For FOR
8 funds
AGAINST
4 funds
JANUS INTERNATIONAL GROUP INC. June 24, 2024 To approve an amendment and restatement of our certificate of incorporation to reflect new Delaware law provisions regarding officer exculpation.
Corporate Governance
Other For FOR
4 funds
AGAINST
4 funds
JIANGSU HENGRUI MEDICINE CO. LTD. November 23, 2023 Board Authorization to Handle Matters Regarding the 2023 Employee Stock Ownership Plan
Corporate Governance
Other For AGAINST
1 fund
FOR
1 fund
JPMORGAN CHASE & CO. May 21, 2024 Independent board chairman
Corporate Governance
Other Against AGAINST
13 funds
FOR
9 funds
JUNIPER NETWORKS INC. April 2, 2024 To approve an amendment to the Restated Certificate of Incorporation of Juniper, as amended, to reflect new Delaware law provisions regarding officer exculpation.
Corporate Governance
Other For FOR
14 funds
AGAINST
4 funds
KEISEI ELECTRIC RAILWAY CO. LTD. June 27, 2024 Shareholder Proposal Regarding Management of Investment Securities
Capital Structure
Other Against FOR
4 funds
AGAINST
1 fund
KELLANOVA April 26, 2024 Management proposal to amend the Company's Restated Certificate of Incorporation to reflect recent Delaware law provisions regarding officer exculpation.
Corporate Governance
Other For FOR
14 funds
AGAINST
6 funds
KELLANOVA April 26, 2024 Shareowner proposal requesting adoption of a policy requiring the Board Chair to be an independent director, if properly presented at the meeting.
Corporate Governance
Other Against AGAINST
14 funds
FOR
6 funds
KEYCORP May 9, 2024 Shareholder proposal seeking an independent Board Chairperson.
Corporate Governance
Other Against AGAINST
15 funds
FOR
3 funds
KIMBERLY-CLARK CORP. May 2, 2024 Adopt Amended and Restated Certificate of Incorporation to limit certain officer liability and make other technical changes
Corporate Governance
Other Not determined FOR
14 funds
AGAINST
6 funds
KONINKLIJKE PHILIPS NV May 7, 2024 Ratification of Supervisory Board Acts
Corporate Governance
Other For AGAINST
4 funds
FOR
5 funds
KOPPERS HOLDINGS INC. May 2, 2024 PROPOSAL TO ADOPT AN AMENDMENT TO OUR THIRD AMENDED AND RESTATED BYLAWS TO ALLOW FOR EXCULPATION OF OFFICERS AS PERMITTED BY PENNSYLVANIA LAW
Corporate Governance
Other For FOR
8 funds
AGAINST
1 fund
L3HARRIS TECHNOLOGIES INC. April 19, 2024 Approval of an amendment to our Restated Certificate of Incorporation to limit lability of officers as permitted by law
Corporate Governance
Other For FOR
12 funds
AGAINST
5 funds
LARGAN PRECISION COMPANY LTD. June 7, 2024 2023 Business Report and Financial Statements
Corporate Governance
Other For FOR
3 funds
AGAINST
1 fund
LENNAR CORP. April 10, 2024 Approval of an amendment to our Restated Certificate of Incorporation to limit the liability of certain officers as permitted by Delaware law.
Corporate Governance
Other For FOR
13 funds
AGAINST
9 funds
LIMONEIRA CO. March 26, 2024 To approve an amendment to our Restated Certificate of Incorporation to allow for exculpation of officers ("Proposal 5");
Corporate Governance
Other For FOR
2 funds
AGAINST
1 fund
LINCOLN NATIONAL CORP. May 23, 2024 Shareholder proposal to amend our governing documents to provide for an independent chairman of the board.
Corporate Governance
Other Against AGAINST
12 funds
FOR
3 funds
LKQ CORP. May 7, 2024 Approval of an amendment to the Company's restated certificate of incorporation to provide for officer exculpation.
Corporate Governance
Other For FOR
14 funds
AGAINST
7 funds
LOCKHEED MARTIN CORP. May 2, 2024 Stockholder Proposal Requesting Reduction in Threshold to Call Special Stockholder Meetings
Corporate Governance
Other Not determined AGAINST
16 funds
FOR
4 funds
MARKETAXESS HOLDINGS INC. June 5, 2024 If properly presented, a stockholder proposal to adopt a right to call a special stockholder meeting.
Corporate Governance
Other Against AGAINST
14 funds
FOR
3 funds
MARKETAXESS HOLDINGS INC. June 5, 2024 To approve an amendment to our Amended and Restated Certificate of Incorporation to limit the liability of certain of the Company's officers as permitted pursuant to recent amendments to the Delaware General Corporate Law.
Corporate Governance
Other For FOR
14 funds
AGAINST
3 funds
MARKETAXESS HOLDINGS INC. June 5, 2024 To approve the Board of Directors' proposal to create a stockholder right to call a special stockholder meeting.
Corporate Governance
Other For FOR
14 funds
ABSTAIN
3 funds
MARSH & MCLENNAN COMPANIES INC. May 16, 2024 Stockholder Proposal - Shareholder Right to Act by Written Consent
Corporate Governance
Other Against AGAINST
13 funds
FOR
8 funds
MCDONALD'S CORP. May 22, 2024 Vote to Approve an Amendment to the Company's Restated Certificate of Incorporation to Limit Liability of Officers as Permitted by Law.
Corporate Governance
Other For FOR
16 funds
AGAINST
8 funds
MEDIATEK INC. May 27, 2024 Non-Compete Restrictions for Directors
Corporate Governance
Other For AGAINST
4 funds
FOR
4 funds
MERCEDES-BENZ GROUP AG May 8, 2024 Ratification of Management Board Acts
Corporate Governance
Other For ABSTAIN
6 funds
FOR
5 funds
MERCK & CO. INC. May 28, 2024 Shareholder proposal regarding a shareholder right to act by written consent.
Shareholder Rights and Defenses
Other Against AGAINST
15 funds
FOR
9 funds
MERIDIANLINK INC. June 6, 2024 Approval of amendment to the Company s Certificate of Incorporation to allow for the exculpation of officers.
Corporate Governance
Other For FOR
4 funds
AGAINST
2 funds
MERIDIANLINK INC. June 6, 2024 Approval of amendment to the Company s Certificate of Incorporation to allow stockholders to remove directors at any time with cause by a supermajority vote of stockholders.
Corporate Governance
Other For FOR
4 funds
AGAINST
2 funds
MGM RESORTS INTERNATIONAL May 1, 2024 To approve and adopt an amendment to our Amended and Restated Certificate of Incorporation to reflect new Delaware law provisions regarding exculpation of officers.
Corporate Governance
Other For FOR
14 funds
AGAINST
1 fund
MICRON TECHNOLOGY INC. January 18, 2024 PROPOSAL BY THE COMPANY TO APPROVE, ON A NON-BINDING ADVISORY BASIS, THE COMPENSATION OF OUR NAMED EXECUTIVE OFFICERS AS DESCRIBED IN THE PROXY STATEMENT.
Say-on-Pay
Other For FOR
13 funds
AGAINST
9 funds
MONDELEZ INTERNATIONAL INC. May 22, 2024 Shareholder Proposal Requesting Board Require Independent Chair Of The Board.
Corporate Governance
Other Against AGAINST
12 funds
FOR
9 funds
MOODY'S CORP. April 16, 2024 Stockholder proposal requesting that stockholders owning 15% of the Companys common stock be able to call special meetings of stockholders.
Shareholder Rights and Defenses
Other Against AGAINST
13 funds
FOR
5 funds
MOTOROLA SOLUTIONS INC. May 14, 2024 Approval of an Amendment to the Companys Restated Certificate of Incorporation to Provide for the Exculpation of Certain Officers.
Corporate Governance
Other For FOR
14 funds
AGAINST
3 funds
MRC GLOBAL INC. May 7, 2024 Approve a proposal to amend the Corporation's Amended and Restated Certificate of Incorporation to reflect new Delaware law provisions regarding officer exculpation.
Corporate Governance
Other For FOR
7 funds
AGAINST
1 fund
MURPHY USA INC. May 9, 2024 Amend the Certificate of Incorporation to Limit Certain Liability of Officers as Permitted by Delaware Law.
Corporate Governance
Other For FOR
12 funds
AGAINST
5 funds
MYTILINEOS SA June 4, 2024 Amendments to Article 1 (Company Name)
Corporate Governance
Other For ABSTAIN
1 fund
AGAINST
1 fund
NCINO INC. June 20, 2024 Amendment to the Company s Certificate of Incorporation to provide for the exculpation of officers as permitted by Delaware Law and to make certain conforming name changes.
Corporate Governance
Other For FOR
6 funds
AGAINST
2 funds
NETAPP INC. September 13, 2023 To approve a stockholder proposal regarding Special Shareholder Meeting Improvement.
Corporate Governance
Other Against AGAINST
15 funds
FOR
4 funds
NETFLIX INC. June 6, 2024 Stockholder proposal entitled, Proposal 8 - Special Shareholder Meeting Improvement, if properly presented at the meeting.
Shareholder Rights and Defenses
Other Against AGAINST
13 funds
FOR
8 funds
NEWELL BRANDS INC. May 9, 2024 Approve an amendment to the Company's Restated Certificate of Incorporation to include an officer exculpation provision.
Corporate Governance
Other For FOR
11 funds
AGAINST
3 funds
NEWPARK RESOURCES INC. May 16, 2024 Approval of proposed amendment to the Company's Restated Certificate of Incorporation to limit the liability of officers as permitted by law.
Corporate Governance
Other For FOR
4 funds
AGAINST
3 funds
NMI HOLDINGS INC. May 9, 2024 Amendment and restatement of NMI Holdings, Inc.'s current amended and restated certificate of incorporation to provide exculpation for certain officers.
Corporate Governance
Other For FOR
8 funds
AGAINST
3 funds
NORTHROP GRUMMAN CORP. May 15, 2024 Proposal to eliminate personal liability of officers for monetary damages for breach of certain fiduciary duties as permitted by Delaware law.
Corporate Governance
Other For FOR
13 funds
AGAINST
8 funds
NORTHROP GRUMMAN CORP. May 15, 2024 Shareholder proposal to provide for an independent Board chair.
Corporate Governance
Other Against AGAINST
13 funds
FOR
8 funds
NV5 GLOBAL INC. June 18, 2024 To approve an amendment to our amended and restated Certificate of Incorporation to provide for exculpation of our officers to the extent provided by recent amendments to applicable Delaware law.
Corporate Governance
Other For FOR
7 funds
AGAINST
1 fund
O'REILLY AUTOMOTIVE INC. May 16, 2024 Shareholder Proposal Entitled Independent Board Chairman.
Corporate Governance
Other Against AGAINST
14 funds
FOR
5 funds
OOMA INC. June 6, 2024 To approve an amendment and restatement of the Certificate of Incorporation to reflect recently adopted Delaware law provisions to provide for the exculpation of certain officers.
Corporate Governance
Other For FOR
2 funds
AGAINST
4 funds
ORACLE CORP. November 15, 2023 Stockholder Proposal Regarding Independent Board Chairman.
Corporate Governance
Other Against AGAINST
13 funds
FOR
9 funds
ORASURE TECHNOLOGIES INC. May 14, 2024 Approval of an Amendment to the Company's Certificate of incorporation.
Corporate Governance
Other For FOR
5 funds
AGAINST
1 fund
ORBIA ADVANCE CORPORATION S.A.B. DE C.V November 10, 2023 Accounts and Reports
Corporate Governance
Other For FOR
3 funds
AGAINST
1 fund
PACIFIC BIOSCIENCES OF CALIFORNIA INC. June 18, 2024 To approve an amendment to our certificate of incorporation to limit the liability of officers as permitted by law.
Corporate Governance
Other For FOR
4 funds
AGAINST
2 funds
PAR PACIFIC HOLDINGS INC. April 30, 2024 Approve an amendment to the Company s Restated Certificate of Incorporation to reflect new Delaware law provisions regarding officer exculpation.
Corporate Governance
Other For FOR
8 funds
AGAINST
5 funds
PARK HOTELS & RESORTS INC. April 19, 2024 To approve and adopt the Amendment to the Amended and Restated Certificate of Incorporation to reflect new Delaware law provisions regarding exculpation of officers.
Corporate Governance
Other For FOR
10 funds
AGAINST
6 funds
PATTERSON-UTI ENERGY INC. June 6, 2024 Approval of an amendment to Patterson-UTI s Restated Certificate of Incorporation to limit the liability of certain officers of Patterson-UTI as permitted by recent amendments to Delaware law.
Corporate Governance
Other For FOR
9 funds
AGAINST
4 funds
PDF SOLUTIONS INC. June 18, 2024 To approve an amendment to our amended and restated certificate of incorporation to include an officer exculpation provision.
Corporate Governance
Other For FOR
4 funds
AGAINST
3 funds
PERMIAN RESOURCES CORP. May 22, 2024 To approve an amendment (the Exculpation Amendment) to the Charter to reflect the latest Delaware law provisions regarding officer exculpation.
Corporate Governance
Other For FOR
9 funds
AGAINST
4 funds
PFIZER INC. April 25, 2024 Adopt an Independent Board Chair Policy
Corporate Governance
Other Against AGAINST
15 funds
FOR
9 funds
PHARMARON BEIJING CO LTD. September 15, 2023 Authorization for Registration of the Changes of Registered Capital and Amendments to the Articles of Association
Corporate Governance
Other For AGAINST
1 fund
FOR
2 funds
POWSZECHNY ZAKLAD UBEZPIECZEN SA September 13, 2023 Shareholder Proposal Regarding Approval of Assessment of Collegial Suitability of Supervisory Board Members
Corporate Governance
Other None ABSTAIN
4 funds
AGAINST
1 fund
POWSZECHNY ZAKLAD UBEZPIECZEN SA February 15, 2024 Shareholder Proposal Regarding Approval of Assessment of Collegial Suitability of Supervisory Board Members
Corporate Governance
Other None ABSTAIN
3 funds
AGAINST
1 fund
POWSZECHNY ZAKLAD UBEZPIECZEN SA June 18, 2024 Ratification of Management and Supervisory Board Acts (2015)
Corporate Governance
Other For AGAINST
3 funds
FOR
1 fund
PPG INDUSTRIES INC. April 18, 2024 PROPOSAL TO APPROVE AN AMENDMENT TO THE COMPANY'S ARTICLES OF INCORPORATION TO PROVIDE FOR THE EXCULPATION OF OFFICERS OF THE COMPANY
Corporate Governance
Other For FOR
15 funds
AGAINST
6 funds
PROMOTORA Y OPERADORA DE INFRAESTRUCTURA SAB DE CV April 26, 2024 Election of Audit Committee Chair
Corporate Governance
Other For ABSTAIN
1 fund
AGAINST
3 funds
PROMOTORA Y OPERADORA DE INFRAESTRUCTURA SAB DE CV April 26, 2024 Election of Board Committee Members
Corporate Governance
Other For ABSTAIN
1 fund
AGAINST
3 funds
PROMOTORA Y OPERADORA DE INFRAESTRUCTURA SAB DE CV April 26, 2024 Election of Corporate Practices Committee Chair
Corporate Governance
Other For ABSTAIN
1 fund
AGAINST
3 funds
PRUDENTIAL FINANCIAL INC. May 14, 2024 Shareholder proposal regarding an Independent Board Chairman.
Corporate Governance
Other Against AGAINST
13 funds
FOR
3 funds
PUBMATIC INC. May 31, 2024 To approve an amendment to our Restated Certificate of incorporation to permit the exculpation of officers.
Corporate Governance
Other For FOR
2 funds
AGAINST
3 funds
QUALCOMM INC. March 5, 2024 Approval of an amendment to our Certificate of Incorporation to reflect new Delaware law provisions regarding exculpation of officers.
Corporate Governance
Other For FOR
14 funds
AGAINST
6 funds
QUANTA SERVICES INC. May 24, 2024 Approval of an amendment to Quanta s Restated Certificate of Incorporation to provide for the exculpation of officers.
Corporate Governance
Other For FOR
15 funds
AGAINST
2 funds
QUEST DIAGNOSTICS INC. May 16, 2024 Approval of an amendment to Company's Restated Certificate of Incorporation to provide for the exculpation of officers of the Company as permitted by law
Corporate Governance
Other For FOR
13 funds
AGAINST
6 funds
RANGE RESOURCES CORP. May 8, 2024 To consider a Board proposal to amend our restated Certificate of Incorporation to reflect current Delaware corporate law provisions permitting the exculpation of certain officers.
Corporate Governance
Other For FOR
12 funds
AGAINST
5 funds
REGIONAL S.A.B. DE C.V April 25, 2024 Election of the Audit Committee Members and Chair; Election of the Corporate Governance Committee members and Chair
Corporate Governance
Other For ABSTAIN
1 fund
AGAINST
1 fund
REGIONAL S.A.B. DE C.V April 25, 2024 Financial Statements, CEO's Report, Independent Auditor's Report
Corporate Governance
Other For ABSTAIN
1 fund
AGAINST
1 fund
REGIONAL S.A.B. DE C.V April 25, 2024 Ratification of Board Acts
Corporate Governance
Other For ABSTAIN
1 fund
AGAINST
1 fund
REGIONAL S.A.B. DE C.V April 25, 2024 Report of the Audit Committee
Corporate Governance
Other For ABSTAIN
1 fund
AGAINST
1 fund
REGIONAL S.A.B. DE C.V April 25, 2024 Report of the Board of Directors
Corporate Governance
Other For ABSTAIN
1 fund
AGAINST
1 fund
REGIONAL S.A.B. DE C.V April 25, 2024 Report of the Corporate Governance Committee
Corporate Governance
Other For ABSTAIN
1 fund
AGAINST
1 fund
REGIONAL S.A.B. DE C.V April 25, 2024 Report on Share Repurchase Program
Corporate Governance
Other For ABSTAIN
1 fund
AGAINST
1 fund

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← All 20 managers, 2023-2024

How items are matched and positions counted: see the comparison table and the methodology. Built October 13, 2026 from SEC Form N-PX filings.