Home › Asset managers › Compare 2023-2024 › Charles Schwab vs Russell Investments
Charles Schwab 2023-2024 · Russell Investments 2023-2024 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 39,363 | 37,471 | 1,892 | 0 | 95.2% | 95.2% |
| Board proposals | 32,906 | 31,495 | 1,411 | 0 | 95.7% | 95.7% |
| E&S shareholder proposals | 408 | 325 | 83 | 0 | 79.7% | 79.7% |
| Other items | 6,049 | 5,651 | 398 | 0 | 93.4% | 93.4% |
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.
| Company | Meeting | Proposal | On the ballot from | Board recommended | Charles Schwab | Russell Investments |
|---|---|---|---|---|---|---|
| SAIA INC. | April 25, 2024 | Approve and adopt an amendment and restatement of Saia's certificate of incorporation to limit the liability of certain officers and make various conforming and technical revisions Corporate Governance |
Other | For | FOR 13 funds |
AGAINST 5 funds |
| SAIC MOTOR CORPORATION LTD. | June 28, 2024 | Purchase Liability Insurance for Directors, Supervisors and Senior Managers Corporate Governance |
Other | For | ABSTAIN 1 fund |
AGAINST 1 fund |
| SALESFORCE INC. | June 27, 2024 | A stockholder proposal requesting a policy to require the Chair of the Board be an independent member of the Board and not a former CEO of the Company, if properly presented at the meeting. Corporate Governance |
Other | Against | AGAINST 14 funds |
FOR 7 funds |
| SALESFORCE INC. | June 27, 2024 | Amendment of our Restated Certificate of Incorporation to provide for officer exculpation. Corporate Governance |
Other | For | FOR 14 funds |
AGAINST 7 funds |
| SALIK COMPANY PJSC | April 2, 2024 | Charitable Donations; Approve Corporate Social Responsibility Policy Other Social Issues |
Other | For | ABSTAIN 1 fund |
AGAINST 1 fund |
| SAMSUNG C&T CORP. | March 15, 2024 | Financial Statements Corporate Governance |
Other | For | FOR 4 funds |
AGAINST 1 fund |
| SANY HEAVY INDUSTRY CO. | April 19, 2024 | Approve Authorization of the Board to Handle All Matters Related to Employee Share Purchase Plan Corporate Governance |
Other | For | AGAINST 1 fund |
FOR 1 fund |
| SASOL LTD. | November 17, 2023 | Approval of Decarbonization Pathway and Climate Change Report Consistency with TCFD Environment or Climate |
Other | For | ABSTAIN 3 funds |
FOR 1 fund |
| SCHRODINGER INC. | June 18, 2024 | Approval of an amendment to the Schrodinger, Inc. Restated Certificate of Incorporation to reflect new Delaware law provisions regarding officer exculpation. Corporate Governance |
Other | For | FOR 4 funds |
AGAINST 3 funds |
| SELECT MEDICAL HOLDINGS CORP. | April 25, 2024 | Vote to amend the Company s Amended and Restated Certificate of Incorporation to permit Exculpation of Officers. Corporate Governance |
Other | For | FOR 7 funds |
AGAINST 2 funds |
| SENTINELONE INC. | June 27, 2024 | Approval of an amendment and restatement to our Restated Certificate of Incorporation. Corporate Governance |
Other | For | FOR 6 funds |
AGAINST 4 funds |
| SHELL PLC | May 21, 2024 | Approval of Energy Transition Update and Energy Transition Strategy 2024 Environment or Climate |
Other | For | FOR 6 funds |
AGAINST 8 funds |
| SHENZHEN KSTAR SCIENCE & TECHNOLOGY CO. LTD. | September 14, 2023 | Board Authorization to Handle Matters Regarding the A-Share Offering to Specific Parties Corporate Governance |
Other | For | AGAINST 1 fund |
FOR 1 fund |
| SHENZHEN KSTAR SCIENCE & TECHNOLOGY CO. LTD. | September 14, 2023 | Eligibility for A-Share Offering to Specific Parties Corporate Governance |
Other | For | AGAINST 1 fund |
FOR 1 fund |
| SICHUAN CHUANTOU ENERGY CO. LTD. | May 17, 2024 | 2024 Financing Work Report of the Company Headquarters Corporate Governance |
Other | For | ABSTAIN 1 fund |
AGAINST 1 fund |
| SIMPSON MANUFACTURING CO. INC. | May 1, 2024 | Approve, an amendment to the Company s Certificate of Incorporation to adopt provisions limiting the liability of certain officers as permitted by Delaware law. Corporate Governance |
Other | For | FOR 12 funds |
AGAINST 2 funds |
| SITEONE LANDSCAPE SUPPLY INC. | May 7, 2024 | Approval of an amendment to the company's Charter to limit the liability of certain officers. Corporate Governance |
Other | For | FOR 12 funds |
AGAINST 4 funds |
| SMITH & WESSON BRANDS INC. | September 19, 2023 | A stockholder proposal (right to call special shareholder meeting). Corporate Governance |
Other | Against | AGAINST 7 funds |
FOR 2 funds |
| SOLVAY SA | December 8, 2023 | Authority to Issue Treasury Shares as a Takeover Defense Shareholder Rights and Defenses |
Other | For | FOR 5 funds |
AGAINST 1 fund |
| SOLVAY SA | December 8, 2023 | Authority to Repurchase and Pledge Shares as a Takeover Defense Shareholder Rights and Defenses |
Other | For | FOR 5 funds |
AGAINST 1 fund |
| SOLVAY SA | December 8, 2023 | Change in Control Clause (Separation Agreement) Shareholder Rights and Defenses |
Other | For | FOR 5 funds |
AGAINST 1 fund |
| SOLVAY SA | December 8, 2023 | Change in Control Clause (U.S. Tax Matters Agreement) Shareholder Rights and Defenses |
Other | For | FOR 5 funds |
AGAINST 1 fund |
| SOLVAY SA | December 8, 2023 | Increase Authorised Capital as a Takeover Defense Shareholder Rights and Defenses |
Other | For | FOR 5 funds |
AGAINST 1 fund |
| SOLVAY SA | May 28, 2024 | Change in Control Clause Shareholder Rights and Defenses |
Other | For | FOR 4 funds |
AGAINST 1 fund |
| SPIRE GLOBAL INC. | June 4, 2024 | To approve an amendment to the Company's Restated Certificate of Incorporation to provide for exculpation of officers as permitted by Delaware law. Corporate Governance |
Other | For | FOR 1 fund |
AGAINST 1 fund |
| SPS COMMERCE INC. | May 16, 2024 | Approval Of An Amendment To The Ninth Amended And Restated Certificate Of The Incorporation Of SPS Commerce, Inc. To Allow For Exculpation Of Officers As Permitted By Delaware Law. Corporate Governance |
Other | For | FOR 10 funds |
AGAINST 3 funds |
| SPX TECHNOLOGIES INC. | May 14, 2024 | Approval of the Amendment to our Certificate of Incorporation to Add a Delaware Forum Selection Provision for Certain Legal Actions. Shareholder Rights and Defenses |
Other | For | AGAINST 8 funds |
FOR 1 fund |
| SPX TECHNOLOGIES INC. | May 14, 2024 | Approval of the Amendment to our Certificate of Incorporation to Provide for Exculpation of Certain Officers as Permitted by Recent Amendments to Delaware Law. Corporate Governance |
Other | For | FOR 8 funds |
AGAINST 1 fund |
| STEEL DYNAMICS INC. | May 9, 2024 | SHAREHOLDER PROPOSAL - ADOPT A SHAREHOLDER RIGHT TO CALL A SPECIAL SHAREHOLDER MEETING Corporate Governance |
Other | Not determined | AGAINST 14 funds |
FOR 5 funds |
| STEVEN MADDEN LTD. | May 22, 2024 | TO APPROVE AN AMENDED AND RESTATED CERTIFICATE OF INCORPORATION OF STEVEN MADDEN, LTD. TO INCORPORATE NEW DELAWARE LAW PROVISIONS REGARDING OFFICER EXCULPATION AND TO INTEGRATE PRIOR AMENDMENTS. Corporate Governance |
Other | For | FOR 7 funds |
AGAINST 2 funds |
| SUOFEIYA HOME COLLECTION CO. LTD. | March 18, 2024 | Authorization to the Board to Handle Matters Regarding the 2024 Employee Stock Ownership Plan Corporate Governance |
Other | For | AGAINST 1 fund |
FOR 1 fund |
| SYLVAMO CORP. | May 16, 2024 | Approve an amendment to Sylvamo Corporation's Amended and Restated Certificate of Incorporation to eliminate our officers' personal liability for breach of fiduciary duty to the fullest extent permitted by Delaware law. Corporate Governance |
Other | For | FOR 7 funds |
AGAINST 2 funds |
| SYNCHRONY FINANCIAL | June 11, 2024 | Approval of an Amendment to the Company's Amended and Restated Certificate of Incorporation to Reflect Recently Amended Delaware Law Provisions Regarding Officer Exculpation. Corporate Governance |
Other | For | FOR 13 funds |
AGAINST 5 funds |
| SYNNEX TECHNOLOGY INTERNATIONAL CORP. | May 31, 2024 | Non-Compete Restrictions for Directors Corporate Governance |
Other | For | AGAINST 4 funds |
FOR 1 fund |
| SYNOPSYS INC. | April 10, 2024 | To vote on a stockholder proposal regarding an independent Board chair requirement, if properly presented at the meeting. Corporate Governance |
Other | Against | AGAINST 13 funds |
FOR 5 funds |
| TACTILE SYSTEMS TECHNOLOGY INC. | May 8, 2024 | Approve an amendment to the Company's Amended and Restated Certificate of Incorporation to allow for exculpation of officers as permitted by Delaware law. Corporate Governance |
Other | For | FOR 2 funds |
AGAINST 1 fund |
| TAISHIN FINANCIAL HOLDING CO. LTD. | June 14, 2024 | Non-Competition Restrictions for Directors Corporate Governance |
Other | For | AGAINST 1 fund |
FOR 2 funds |
| TARGET CORP. | June 12, 2024 | Shareholder proposal to adopt a policy for an independent board chair. Corporate Governance |
Other | Against | AGAINST 12 funds |
FOR 7 funds |
| TEGNA INC. | April 24, 2024 | COMPANY PROPOSAL TO APPROVE officer exculpation amendments. Corporate Governance |
Other | For | FOR 7 funds |
AGAINST 1 fund |
| TELEFLEX INC. | May 3, 2024 | Stockholder proposal, if properly presented at the Annual Meeting, to reduce the ownership threshold to call a special stockholder meeting. Corporate Governance |
Other | Against | AGAINST 14 funds |
FOR 3 funds |
| TETRA TECHNOLOGIES INC. | May 21, 2024 | To vote on a stockholder proposal entitled, Proposal 4 - Shareholder Right to Act by Written Consent , if properly presented at the meeting. Shareholder Rights and Defenses |
Other | Against | AGAINST 4 funds |
FOR 2 funds |
| TEXAS INSTRUMENTS INC. | April 25, 2024 | Stockholder proposal to permit a combined 15% of stockholders to call a special meeting. Corporate Governance |
Other | Against | AGAINST 14 funds |
FOR 9 funds |
| TEXAS PACIFIC LAND CORP. | November 10, 2023 | To consider a non-binding stockholder proposal regarding adopting a policy that requires an independent Chair of the Company's Board of Directors. Corporate Governance |
Other | Against | AGAINST 12 funds |
FOR 3 funds |
| TEXAS ROADHOUSE INC. | May 16, 2024 | Proposal to Amend the Company's Certificate of Incorporation to Provide for the Exculpation of Officers as Permitted by Delaware Law. Corporate Governance |
Other | For | FOR 11 funds |
AGAINST 6 funds |
| TEXTRON INC. | April 24, 2024 | Shareholder Proposal regarding independent board chairman. Corporate Governance |
Other | Against | AGAINST 14 funds |
FOR 5 funds |
| THE WILLIAMS COMPANIES, INC. | April 30, 2024 | Approve the Adoption of the Amended and Restated Certificate of Incorporation of The Williams Companies, Inc. to Limit the Liability of Certain Officers as Permitted by Law. Corporate Governance |
Other | For | FOR 13 funds |
AGAINST 6 funds |
| TOAST INC. | June 6, 2024 | To approve an amendment to our Amended and Restated Certificate of Incorporation to limit the liability of certain officers of the Company as permitted by Delaware law. Corporate Governance |
Other | For | FOR 12 funds |
AGAINST 1 fund |
| TOTALENERGIES SE | May 24, 2024 | Opinion on 2024 Sustainability and Climate Progress Report Environment or Climate |
Other | For | AGAINST 7 funds |
FOR 8 funds |
| TRAVEL + LEISURE CO. | May 15, 2024 | A proposal to amend the Company's Certificate of Incorporation to provide for exculpation of certain officers of the Company. Corporate Governance |
Other | For | FOR 9 funds |
AGAINST 5 funds |
| TRAVEL + LEISURE CO. | May 15, 2024 | A proposal to amend the Company's Certificate of Incorporation to require that claims under the Securities Act of 1933, as amended, be brought only in federal court. Shareholder Rights and Defenses |
Other | For | AGAINST 9 funds |
FOR 5 funds |
| TTM TECHNOLOGIES INC. | May 8, 2024 | To approve an amendment of our certificate of incorporation to provide for the exculpation of officers as permitted by Delaware law. Corporate Governance |
Other | For | FOR 7 funds |
AGAINST 2 funds |
| UBER TECHNOLOGIES INC. | May 6, 2024 | Management proposal to amend the Certificate of Incorporation to reflect Delaware law provisions regarding exculpation of officers. Corporate Governance |
Other | For | FOR 13 funds |
AGAINST 5 funds |
| UCB SA | April 25, 2024 | Change in Control Clause (EMTN Program) Shareholder Rights and Defenses |
Other | For | FOR 4 funds |
AGAINST 4 funds |
| UCB SA | April 25, 2024 | Change in Control Clause (Schuldschein loan agreement) Shareholder Rights and Defenses |
Other | For | FOR 4 funds |
AGAINST 4 funds |
| UMICORE NV/SA | April 25, 2024 | Change in Control Clause (European Investment Bank) Shareholder Rights and Defenses |
Other | For | FOR 4 funds |
AGAINST 1 fund |
| UMICORE NV/SA | April 25, 2024 | Change in Control Clause (Financial Institutions) Shareholder Rights and Defenses |
Other | For | FOR 4 funds |
AGAINST 1 fund |
| UMICORE NV/SA | April 25, 2024 | Change in Control Clause (Province of Ontario) Shareholder Rights and Defenses |
Other | For | FOR 4 funds |
AGAINST 1 fund |
| UNITED MICROELECTRONICS CORP. | May 30, 2024 | Non-Compete Restrictions for Directors Corporate Governance |
Other | For | AGAINST 3 funds |
FOR 2 funds |
| UNITED RENTALS INC. | May 9, 2024 | Company Proposal to Amend and Restate the Company's Restated Certificate of Incorporation to Permit Officer Exculpation Corporate Governance |
Other | Not determined | FOR 14 funds |
AGAINST 8 funds |
| UNUM GROUP | May 23, 2024 | To approve amendment to the company's Amended and Restated Certificate of Incorporation to reflect recent amendments to Delaware law regarding officer exculpation. Corporate Governance |
Other | For | FOR 13 funds |
AGAINST 5 funds |
| VECTOR GROUP LTD. | July 26, 2023 | Advisory vote on a stockholder proposal requesting the Company to amend its governing documents to require the Chairman of the Board of Directors to be an independent director. Corporate Governance |
Other | Against | AGAINST 8 funds |
FOR 4 funds |
| VERIZON COMMUNICATIONS INC. | May 9, 2024 | Independent Board chair Corporate Governance |
Other | Not determined | AGAINST 14 funds |
FOR 9 funds |
| VERTEX PHARMACEUTICALS INC. | May 15, 2024 | Shareholder proposal, if properly presented at the meeting, regarding special shareholder meeting improvement. Corporate Governance |
Other | Against | AGAINST 15 funds |
FOR 9 funds |
| VIMEO INC. | May 21, 2024 | To approve the amendment to the Amended and Restated Certificate of Incorporation of Vimeo, Inc. (the "Charter") to provide for officer exculpation. Corporate Governance |
Other | For | FOR 4 funds |
AGAINST 2 funds |
| VITAL ENERGY INC. | May 23, 2024 | To approve an amendment to the Certificate of Incorporation to adopt limitations on the liability of officers similar to those that exist for directors. Corporate Governance |
Other | For | FOR 7 funds |
AGAINST 2 funds |
| VOLTRONIC POWER TECHNOLOGY CORP. | June 14, 2024 | Non-Compete Restrictions for Directors Corporate Governance |
Other | For | AGAINST 1 fund |
FOR 1 fund |
| WABASH NATIONAL CORP. | May 22, 2024 | To approve an amendment to Wabash National Corporation's Certificate of Incorporation, as amended, to provide exculpation from personal liability for certain officers as permitted by Delaware law. Corporate Governance |
Other | For | FOR 7 funds |
AGAINST 1 fund |
| WALGREENS BOOTS ALLIANCE INC. | January 25, 2024 | Stockholder proposal requesting an independent board chairman. Corporate Governance |
Other | Against | AGAINST 13 funds |
FOR 7 funds |
| WAREHOUSES DE PAUW | April 24, 2024 | Change in Control Clause I Shareholder Rights and Defenses |
Other | For | FOR 7 funds |
AGAINST 4 funds |
| WARNER BROS. DISCOVERY INC. | June 3, 2024 | To vote on a stockholder proposal entitled, Adopt a Shareholder Right to Call a Special Shareholder Meeting , if properly presented. Shareholder Rights and Defenses |
Other | Against | AGAINST 13 funds |
FOR 2 funds |
| WASTE MANAGEMENT INC. | May 14, 2024 | Approval of an amendment to the Certificate of Incorporation to provide for officer exculpation. Corporate Governance |
Other | For | FOR 13 funds |
AGAINST 10 funds |
| WATERS CORP. | May 23, 2024 | To amend the Company's certificate of incorporation to provide for exculpation of certain officers of the Company as permitted by recent amendments to Delaware law; and Corporate Governance |
Other | For | FOR 13 funds |
AGAINST 2 funds |
| WESTERN DIGITAL CORP. | May 10, 2024 | Approval of an amendment to Western Digital Technologies, Inc.s Amended and Restated Certificate of Incorporation to provide for the elimination of certain officers personal liability for monetary damages stemming from breaches of the duty of care as permitted by Section 102(b)(7) of the General Corporation Law of the State of Delaware. Corporate Governance |
Other | For | FOR 14 funds |
AGAINST 2 funds |
| WESTWOOD HOLDINGS GROUP INC. | May 1, 2024 | To approve an amendment to Westwood s Amended and Restated Certificate of Incorporation. Corporate Governance |
Other | For | FOR 1 fund |
AGAINST 2 funds |
| WILL SEMICONDUCTOR CO. LTD SHANGHAI | October 10, 2023 | Authorization to the Board to Handle Matters Regarding 2023 Employee Stock Ownership Plan Corporate Governance |
Other | For | AGAINST 1 fund |
FOR 3 funds |
| WILLIAMS-SONOMA INC. | May 29, 2024 | An amendment to our certificate of incorporation to include an officer exculpation provision Corporate Governance |
Other | For | FOR 13 funds |
AGAINST 1 fund |
| WILLSCOT MOBILE MINI HOLDINGS CORP. | June 7, 2024 | To approve an amendment to the Amended and Restated Certificate of Incorporation to provide for the exculpation of officers. Corporate Governance |
Other | For | FOR 13 funds |
AGAINST 3 funds |
| WULIANGYE YIBIN COMPANY LTD. | June 28, 2024 | 2024 Comprehensive Budget Plan (Draft) Corporate Governance |
Other | For | ABSTAIN 1 fund |
AGAINST 4 funds |
| YAGEO CORP. | May 30, 2024 | Non-Compete Restrictions for Directors Corporate Governance |
Other | For | AGAINST 3 funds |
FOR 1 fund |
| ZIJIN MINING GROUP CO. LTD. | December 8, 2023 | Board Authorization in Relation to the Employee Stock Ownership Scheme Corporate Governance |
Other | For | AGAINST 3 funds |
FOR 4 funds |
| ZOETIS INC. | May 22, 2024 | Approval of an amendment to our Restated Certificate of Incorporation to provide for exculpation of officers as permitted by the Delaware General Corporation Law. Corporate Governance |
Other | For | FOR 16 funds |
AGAINST 8 funds |
| 1-800 FLOWERS.COM INC. | December 14, 2023 | To approve, on an advisory basis, the Company's executive compensation for its named executive officers. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 3 funds |
| 3I GROUP PLC | June 27, 2024 | Elect David Hutchison Director Elections |
Board | For | AGAINST 5 funds |
FOR 4 funds |
| 8X8 INC. | July 28, 2023 | To approve, through an advisory vote, 8x8, Inc. s executive compensation for the fiscal year ended March 31, 2023. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 2 funds |
| A. O. SMITH CORP. | April 9, 2024 | Elect Christopher L. Mapes Director Elections |
Board | For | WITHHOLD 16 funds |
FOR 7 funds |
| AAR CORP. | September 19, 2023 | Election of Director: Duncan J. McNabb Director Elections |
Board | For | FOR 8 funds |
AGAINST 1 fund |
| AB INDUSTRIVARDEN | April 11, 2024 | Elect Bengt Kjell Director Elections |
Board | For | AGAINST 4 funds |
FOR 1 fund |
| AB INDUSTRIVARDEN | April 11, 2024 | Elect Fredrik Lundberg Director Elections |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| ABBOTT LABORATORIES | April 26, 2024 | Election of 12 Directors: N. McKinstry Director Elections |
Board | For | AGAINST 16 funds |
FOR 9 funds |
| ACCOR SA | May 31, 2024 | Appointment of Auditor for Sustainability Reporting (PwC) Audit-related |
Board | For | FOR 5 funds |
AGAINST 5 funds |
| ACCTON TECHNOLOGY CORP. | June 13, 2024 | Elect Representative of Kuan Xin Investment Corp. Director Elections |
Board | For | ABSTAIN 1 fund |
AGAINST 1 fund |
| ACCURAY INC. | November 9, 2023 | Election of Director: Mika Nishimura Director Elections |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| ACELYRIN INC. | June 7, 2024 | Elect Alan B. Colowick Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 2 funds |
| ACELYRIN INC. | June 7, 2024 | Elect Patrick Machado Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 2 funds |
| ACM RESEARCH INC. | June 13, 2024 | Election of Directors: Haiping Dun Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 4 funds |
| ACM RESEARCH INC. | June 13, 2024 | Election of Directors: Tracy Liu Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 4 funds |
| ADECOAGRO SA | April 17, 2024 | Appointment of PricewaterhouseCoopers Societe Cooperative, reviseur d entreprises agree appointed as auditor of the Company for a period ending at the general meeting approving the annual accounts for the year ending December 31, 2024. Audit-related |
Board | For | ABSTAIN 3 funds |
AGAINST 3 funds |
| ADVANCE AUTO PARTS INC. | May 22, 2024 | Election Of Director: Douglas A. Pertz Director Elections |
Board | For | FOR 9 funds |
AGAINST 6 funds |
| ADVANCED DRAINAGE SYSTEMS INC. | July 20, 2023 | Election Of Director: Alexander R. Fischer Director Elections |
Board | For | FOR 12 funds |
AGAINST 2 funds |
| ADVANCED MICRO DEVICES INC. | May 8, 2024 | Approve on a non-binding, advisory basis the compensation of the named executive officers, as disclosed in this proxy statement pursuant to compensation disclosure rules of the U.S. Securities and Exchange Commission. Say-on-Pay |
Board | For | FOR 16 funds |
AGAINST 8 funds |
← Previous Page 5 of 19 Next →
How items are matched and positions counted: see the comparison table and the methodology. Built October 13, 2026 from SEC Form N-PX filings.