Home › Asset managers › Compare 2023-2024 › Charles Schwab vs WisdomTree
Charles Schwab 2023-2024 · WisdomTree 2023-2024 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 8,615 | 7,712 | 822 | 81 | 90.4% | 90.1% |
| Board proposals | 7,736 | 7,029 | 678 | 29 | 91.2% | 90.9% |
| E&S shareholder proposals | 300 | 230 | 27 | 43 | 89.5% | 89.0% |
| Other items | 579 | 453 | 117 | 9 | 79.5% | 79.5% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
70 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 | WisdomTree |
|---|---|---|---|---|---|---|
| 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 |
AGAINST 5 funds |
| 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 |
AGAINST 7 funds |
| 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 |
AGAINST 7 funds |
| AMAZON.COM INC. | May 22, 2024 | SHAREHOLDER PROPOSAL REQUESTING A REPORT ON PACKAGING MATERIALS Environment or Climate |
Shareholder (E&S) | Against | FOR 14 funds |
AGAINST 7 funds |
| 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 |
AGAINST 7 funds |
| 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 |
AGAINST 7 funds |
| AUTONATION INC. | April 24, 2024 | Adoption of stockholder proposal regarding political contributions. Other Social Issues |
Shareholder (E&S) | Against | FOR 11 funds |
AGAINST 2 funds |
| 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 |
AGAINST 5 funds |
| 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 |
AGAINST 7 funds |
| CHARTER COMMUNICATIONS INC. | April 23, 2024 | Stockholder proposal regarding lobbying activities. Other Social Issues |
Shareholder (E&S) | Against | FOR 12 funds |
AGAINST 7 funds |
| CHARTER COMMUNICATIONS INC. | April 23, 2024 | Stockholder proposal regarding political expenditures report. Other Social Issues |
Shareholder (E&S) | Against | FOR 12 funds |
AGAINST 7 funds |
| CHIPOTLE MEXICAN GRILL INC. | June 6, 2024 | Shareholder Proposal - Requesting an audit of safety practices. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | FOR 12 funds |
AGAINST 6 funds |
| CROWN HOLDINGS INC. | May 2, 2024 | Consideration of a Shareholder's proposal regarding transparency in political spending. Other Social Issues |
Shareholder (E&S) | Not determined | FOR 12 funds |
AGAINST 3 funds |
| DELTA AIR LINES INC. | June 20, 2024 | A shareholder proposal requesting the adoption of a non-interference policy. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 14 funds |
FOR 6 funds |
| DEXCOM INC. | May 22, 2024 | To provide a non-binding, advisory vote on transparency in lobbying. Other Social Issues |
Shareholder (E&S) | Against | FOR 14 funds |
AGAINST 5 funds |
| DICK'S SPORTING GOODS INC. | June 12, 2024 | Stockholder proposal requesting that the Board adopt a policy requiring the Company to publicly disclose its EEO-1 report. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | FOR 14 funds |
AGAINST 7 funds |
| 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 |
AGAINST 3 funds |
| ENCOMPASS HEALTH CORP. | May 2, 2024 | A vote on a resolution requesting a report on the effectiveness of the Company's diversity, equity, and inclusion efforts. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | FOR 13 funds |
AGAINST 5 funds |
| GOLDMAN SACHS GROUP INC. | April 24, 2024 | Shareholder Proposal Regarding a Transparency In Lobbying Report Other Social Issues |
Shareholder (E&S) | Against | FOR 13 funds |
AGAINST 9 funds |
| JACK IN THE BOX INC. | March 1, 2024 | Shareholder Proposal Regarding Greenhouse Gas ("GHG") Emissions Disclosures. Environment or Climate |
Shareholder (E&S) | Against | FOR 7 funds |
AGAINST 3 funds |
| MESA LABORATORIES INC. | August 25, 2023 | To approve the shareholder proposal to measure and annually present scope 1 through 3 greenhouse gas emissions. Environment or Climate |
Shareholder (E&S) | Against | FOR 4 funds |
AGAINST 2 funds |
| 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 |
AGAINST 10 funds |
| PREFORMED LINE PRODUCTS CO. | May 7, 2024 | To vote on shareholder proposal requesting that the Board of Directors prepare a report by January 2025, at reasonable expense and omitting proprietary information, on steps the Company is taking to enhance board diversity; and Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | FOR 5 funds |
AGAINST 3 funds |
| SMITH & WESSON BRANDS INC. | September 19, 2023 | A stockholder proposal (human rights impact assessment). Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | FOR 7 funds |
AGAINST 4 funds |
| 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 |
AGAINST 7 funds |
| 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 |
FOR 1 fund |
| 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 |
AGAINST 4 funds |
| 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 1 FOR, 8 AGAINST |
| 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 1 FOR, 8 AGAINST |
| 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 1 FOR, 8 AGAINST |
| 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, 8 AGAINST |
| CARRIER GLOBAL CORP. | April 18, 2024 | Shareowner Proposal regarding transparency in lobbying Other Social Issues |
Shareholder (E&S) | Against | AGAINST 13 funds |
Split 1 FOR, 7 AGAINST |
| 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 FOR, 6 AGAINST |
| CHEVRON CORP. | May 29, 2024 | Commission a Third-Party Report on Human Rights Practices Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 14 funds |
Split 1 FOR, 9 AGAINST |
| CHEVRON CORP. | May 29, 2024 | Report on Plastic Demand Scenario Environment or Climate |
Shareholder (E&S) | Against | AGAINST 14 funds |
Split 1 FOR, 9 AGAINST |
| CHEVRON CORP. | May 29, 2024 | Report on Tax Practices Other Social Issues |
Shareholder (E&S) | Against | AGAINST 14 funds |
Split 1 FOR, 9 AGAINST |
| CITIGROUP INC. | April 30, 2024 | Stockholder proposal requesting a report on risks of Politicized De-banking. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 12 funds |
Split 1 FOR, 8 AGAINST |
| CITIGROUP INC. | April 30, 2024 | Stockholder proposal requesting a report to Shareholders on risks created by the Company's diversity, equity, and inclusion efforts. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 12 funds |
Split 1 FOR, 8 AGAINST |
| COCA-COLA CO. | May 1, 2024 | Vote on a shareowner proposal requesting a report on non-sugar sweeteners Environment or Climate |
Shareholder (E&S) | Not determined | AGAINST 15 funds |
Split 1 FOR, 8 AGAINST |
| COCA-COLA CO. | May 1, 2024 | Vote on a shareowner proposal requesting a report on risks caused by the decline in the quality of accessible medical care Other Social Issues |
Shareholder (E&S) | Not determined | AGAINST 15 funds |
Split 1 FOR, 8 AGAINST |
| COCA-COLA CO. | May 1, 2024 | Vote on a shareowner proposal requesting a report on risks created by the Company's diversity, equity and inclusion efforts Environment or Climate |
Shareholder (E&S) | Not determined | AGAINST 15 funds |
Split 1 FOR, 8 AGAINST |
| COMCAST CORP. | June 10, 2024 | Report on political expenditures misalignment with company values Other Social Issues |
Shareholder (E&S) | Against | AGAINST 13 funds |
Split 1 FOR, 9 AGAINST |
| DOCUSIGN INC. | May 29, 2024 | A stockholder proposal to report on the effectiveness of the Company's diversity, equity, and inclusion efforts, if properly presented at the meeting Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 9 funds |
Split 1 FOR, 4 AGAINST |
| ELEVANCE HEALTH INC. | May 15, 2024 | Shareholder proposal to adopt a policy to require certain third-party organizations to annually report political activity expenditures prior to Elevance Health donating to the organizations. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 14 funds |
Split 1 FOR, 8 AGAINST |
| EXXON MOBIL CORP. | May 29, 2024 | Additional Pay Report on Gender and Racial Basis Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 14 funds |
Split 1 FOR, 9 AGAINST |
| EXXON MOBIL CORP. | May 29, 2024 | Additional Social Impact Report Environment or Climate |
Shareholder (E&S) | Against | AGAINST 14 funds |
Split 1 FOR, 9 AGAINST |
| EXXON MOBIL CORP. | May 29, 2024 | Report on Plastic Production Under SCS Scenario Environment or Climate |
Shareholder (E&S) | Against | AGAINST 14 funds |
Split 1 FOR, 9 AGAINST |
| EXXON MOBIL CORP. | May 29, 2024 | Revisit Executive Pay Incentives for GHG Emission Reductions Environment or Climate |
Shareholder (E&S) | Against | AGAINST 14 funds |
Split 1 FOR, 9 AGAINST |
| HUNTSMAN CORP. | May 2, 2024 | Stockholder proposal regarding transparency in political spending. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 12 funds |
Split 1 FOR, 5 AGAINST |
| KEURIG DR PEPPER INC. | June 10, 2024 | To vote on a stockholder proposal requesting additional reporting on plastic packaging, if properly presented at Annual Meeting. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 12 funds |
Split 1 FOR, 6 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 1 FOR, 4 AGAINST |
| KRAFT HEINZ CO. | May 2, 2024 | Stockholder Proposal - Report on greenhouse gas goals, if properly presented. Environment or Climate |
Shareholder (E&S) | Not determined | AGAINST 12 funds |
Split 1 FOR, 9 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 1 FOR, 9 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 1 FOR, 9 AGAINST |
| L3HARRIS TECHNOLOGIES INC. | April 19, 2024 | Shareholder Proposal titled "Transparency in Lobbying" Other Social Issues |
Shareholder (E&S) | Against | AGAINST 12 funds |
Split 1 FOR, 6 AGAINST |
| OCCIDENTAL PETROLEUM CORP. | May 2, 2024 | Shareholder Proposal Requesting an Annual Report on Lobbying Other Social Issues |
Shareholder (E&S) | Not determined | AGAINST 12 funds |
Split 1 FOR, 9 AGAINST |
| PFIZER INC. | April 25, 2024 | Publish a Congruency Report on Political, Lobbying, Electioneering Expenditures Other Social Issues |
Shareholder (E&S) | Against | AGAINST 15 funds |
Split 1 FOR, 4 AGAINST |
| PFIZER INC. | April 25, 2024 | Publish a Report on Corporate Contributions Other Social Issues |
Shareholder (E&S) | Against | AGAINST 15 funds |
Split 1 FOR, 4 AGAINST |
| RTX CORP. | May 2, 2024 | Shareowner Proposal Requesting a Human Rights Impact Assessment Human Rights or Human Capital/workforce |
Shareholder (E&S) | Not determined | AGAINST 13 funds |
Split 1 FOR, 6 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 1 FOR, 6 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, 6 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, 6 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, 6 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 1 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 1 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 1 FOR, 6 AGAINST |
| WELLS FARGO & CO. | April 30, 2024 | Shareholder Proposal - Audit of Climate Transition Policies. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 12 funds |
Split 1 FOR, 6 AGAINST |
| WELLS FARGO & CO. | April 30, 2024 | Shareholder Proposal - Report on Risks of Politicized De-Banking. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 12 funds |
Split 1 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 1 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 1 FOR, 6 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.