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CHARLES SCHWAB CORP. 2023-2024 Proxy Voting Records

Compiled from SEC Form N-PX filings and CHARLES SCHWAB CORP.’s Form 8-K, filed May 29, 2024 (Item 5.07 on EDGAR). Page generated October 13, 2026.

11Reported items
1,196Asset managers
12,299Fund votes
May 23, 2024Meeting date

Results at a glance

Meeting of May 23, 2024: 5 items on CHARLES SCHWAB CORP.’s Form 8-K, filed May 29, 2024: 5 elected.

Material dissent

None.

Material dissent: a director nominee under 80% of the votes cast, say-on-pay under 70%, any other item the board put forward under 80%, or a shareholder proposal with more than 50%, on the company’s own Form 8-K tally. How this is decided · This season’s results screens

Proxy season: 2023-2024 2024-2025 2025-2026

Explore CHARLES SCHWAB CORP. in the interactive database Compare manager voting policies

Official 2023-2024 meeting results reported by CHARLES SCHWAB CORP.

These tallies are CHARLES SCHWAB CORP.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed May 29, 2024 (Item 5.07, “Submission of Matters to a Vote of Security Holders”). They cover every share voted at the meeting, not just the funds that file Form N-PX.

CHARLES SCHWAB CORP. — official shareholder meeting results, meeting held May 23, 2024
Ballot item	For	Against	Abstain	Withheld	Broker non-votes	Support (of votes cast)	Reported outcome	Voting standard
Elect Director: (a) Walter W. Bettinger II	1,386,038,893	101,302,966	4,370,072	--	61,320,014	93%	Elected	—
Elect Director: (b) Joan T. Dea	1,368,188,579	122,383,889	1,139,463	--	61,320,014	92%	Elected	—
Elect Director: (c) Christopher V. Dodds	1,451,421,642	39,375,004	915,284	--	61,320,014	97%	Elected	—
Elect Director: (d) Bharat B. Masrani	1,418,614,548	71,717,320	1,380,063	--	61,320,014	95%	Elected	—
Elect Director: (e) Charles A. Ruffel	1,454,264,747	36,246,410	1,200,774	--	61,320,014	98%	Elected	—

Source: CHARLES SCHWAB CORP., Form 8-K, filed with the SEC on May 29, 2024 — read the filing on EDGAR.

How asset managers voted at the CHARLES SCHWAB CORP. 2023-2024 meeting

Each item below shows how the 1,196 asset managers that disclosed a CHARLES SCHWAB CORP. vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report. These are reported items, not a count of the ballot: fund filings describe one ballot item in different words. Two descriptions are shown as one item only on evidence — the same text (or one cut short of the other), the same director nominee, or a match to the same row of CHARLES SCHWAB CORP.’s own Form 8-K tally — never because they merely read alike. A description that could not be joined that way is listed on its own, so one ballot item can appear more than once.

1. Elect Director: (a) Walter W. Bettinger II

Official resultDIRECTOR ELECTIONSReported outcome: Elected

Combines 9 wordings of this item as funds reported it.

93% Majority: yes · of votes cast

FOR 93%

FOR: 1,386,038,893AGAINST: 101,302,966

Details: description as filed, official tally, votes by 231 asset managers

Description as filed by funds: Election of Five Directors for Three-Year Terms: Walter W. Bettinger II

CHARLES SCHWAB CORP.’s own tally for this item (“Elect Director: (a) Walter W. Bettinger II”): 1,386,038,893 for, 101,302,966 against, per its Form 8-K filed May 29, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: Elected, in the filing’s own words: “(b) All nominees for directors were elected, and each nominee received more "for" votes than "against" votes cast for the nominee's election.”
Support: 93% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 231 asset managers below reported 486,369,146 for, 15,851,385 against, 1 withheld, 111,607 abstained, 2,567 not voted.

FOR

FOR: 486,369,146AGAINST: 15,851,385ABSTAIN: 111,607WITHHOLD: 1NOT VOTED: 2,567

Largest asset managers voting on “Election of Five Directors for Three-Year Terms: Walter W. Bettinger II” at CHARLES SCHWAB CORP., 2023-2024
Asset manager	For	Against	Abstain	Vote
Vanguard	120,037,542	0	0	For
Dodge & Cox	66,594,835	0	0	For
BlackRock	31,958,537	8,023	0	For
Fidelity	30,773,054	0	0	For
T. Rowe Price	30,244,108	0	0	For
JPMorgan	23,940,101	0	0	For
HARRIS ASSOCIATES INVESTMENT TRUST	14,828,540	0	0	For
State Street	14,127,148	747	0	For
Invesco	11,779,954	0	0	For
TIAA	9,574,811	0	0	For
Putnam	0	8,742,802	0	Against
Charles Schwab	7,015,421	600,514	29,051	Mixed
JANUS INVESTMENT FUND	6,113,317	0	0	For
MFS	5,698,431	0	0	For
VanEck ETF Trust	5,355,921	0	0	For
AMG FUNDS	4,755,000	0	0	For
BARON SELECT FUNDS	4,462,020	0	0	For
Lincoln Financial	4,243,142	0	0	For
Principal	4,132,363	0	0	For
Hartford	4,036,569	0	0	For
John Hancock	1,829,659	2,135,423	0	Mixed
Jackson National	3,878,334	0	0	For
Lord Abbett	3,837,842	0	0	For
Columbia Threadneedle	3,813,047	0	0	For
Dimensional	3,370,622	0	0	For

Showing the 25 largest of 231 asset managers. See all 231 in the interactive database.

2. Elect Director: (b) Joan T. Dea

Official resultDIRECTOR ELECTIONSReported outcome: Elected

Combines 9 wordings of this item as funds reported it.

92% Majority: yes · of votes cast

FOR 92%

FOR: 1,368,188,579AGAINST: 122,383,889

Details: description as filed, official tally, votes by 231 asset managers

Description as filed by funds: Election of Five Directors for Three-Year Terms: Joan T. Dea

CHARLES SCHWAB CORP.’s own tally for this item (“Elect Director: (b) Joan T. Dea”): 1,368,188,579 for, 122,383,889 against, per its Form 8-K filed May 29, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: Elected, in the filing’s own words: “(b) All nominees for directors were elected, and each nominee received more "for" votes than "against" votes cast for the nominee's election.”
Support: 92% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 231 asset managers below reported 468,946,712 for, 33,295,862 against, 89,564 abstained, 2,567 not voted.

FOR

FOR: 468,946,712AGAINST: 33,295,862ABSTAIN: 89,564NOT VOTED: 2,567

Largest asset managers voting on “Election of Five Directors for Three-Year Terms: Joan T. Dea” at CHARLES SCHWAB CORP., 2023-2024
Asset manager	For	Against	Abstain	Vote
Vanguard	120,037,542	0	0	For
Dodge & Cox	66,594,835	0	0	For
BlackRock	31,943,952	22,608	0	For
Fidelity	30,560,948	212,106	0	For
T. Rowe Price	30,244,108	0	0	For
JPMorgan	23,940,101	0	0	For
HARRIS ASSOCIATES INVESTMENT TRUST	14,828,540	0	0	For
State Street	14,126,637	1,258	0	For
Invesco	0	11,779,954	0	Against
TIAA	9,574,811	0	0	For
Putnam	0	8,742,802	0	Against
Charles Schwab	6,949,598	688,049	7,339	Mixed
JANUS INVESTMENT FUND	6,113,317	0	0	For
MFS	5,698,431	0	0	For
VanEck ETF Trust	5,355,921	0	0	For
AMG FUNDS	4,755,000	0	0	For
BARON SELECT FUNDS	4,462,020	0	0	For
Lincoln Financial	691,985	3,551,157	0	Mixed
Principal	4,132,363	0	0	For
Hartford	4,035,567	1,002	0	For
John Hancock	1,829,659	2,135,423	0	Mixed
Jackson National	3,692,491	185,843	0	For
Lord Abbett	3,837,842	0	0	For
Columbia Threadneedle	3,813,047	0	0	For
Dimensional	3,370,622	0	0	For

Showing the 25 largest of 231 asset managers. See all 231 in the interactive database.

3. Elect Director: (c) Christopher V. Dodds

Official resultDIRECTOR ELECTIONSReported outcome: Elected

Combines 9 wordings of this item as funds reported it.

97% Majority: yes · of votes cast

FOR 97%

FOR: 1,451,421,642AGAINST: 39,375,004

Details: description as filed, official tally, votes by 231 asset managers

Description as filed by funds: Election of Five Directors for Three-Year Terms: Christopher V. Dodds

CHARLES SCHWAB CORP.’s own tally for this item (“Elect Director: (c) Christopher V. Dodds”): 1,451,421,642 for, 39,375,004 against, per its Form 8-K filed May 29, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: Elected, in the filing’s own words: “(b) All nominees for directors were elected, and each nominee received more "for" votes than "against" votes cast for the nominee's election.”
Support: 97% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 231 asset managers below reported 490,342,415 for, 11,901,479 against, 88,245 abstained, 2,567 not voted.

FOR

FOR: 490,342,415AGAINST: 11,901,479ABSTAIN: 88,245NOT VOTED: 2,567

Largest asset managers voting on “Election of Five Directors for Three-Year Terms: Christopher V. Dodds” at CHARLES SCHWAB CORP., 2023-2024
Asset manager	For	Against	Abstain	Vote
Vanguard	120,037,542	0	0	For
Dodge & Cox	66,594,835	0	0	For
BlackRock	31,958,537	8,023	0	For
Fidelity	30,773,054	0	0	For
T. Rowe Price	30,244,108	0	0	For
JPMorgan	23,940,101	0	0	For
HARRIS ASSOCIATES INVESTMENT TRUST	14,828,540	0	0	For
State Street	14,127,490	405	0	For
Invesco	11,779,954	0	0	For
TIAA	9,574,811	0	0	For
Putnam	0	8,742,802	0	Against
Charles Schwab	7,351,189	287,757	6,040	For
JANUS INVESTMENT FUND	6,113,317	0	0	For
MFS	5,698,431	0	0	For
VanEck ETF Trust	5,355,921	0	0	For
AMG FUNDS	4,755,000	0	0	For
BARON SELECT FUNDS	4,462,020	0	0	For
Lincoln Financial	4,243,142	0	0	For
Principal	4,132,363	0	0	For
Hartford	4,036,569	0	0	For
John Hancock	1,829,659	2,135,423	0	Mixed
Jackson National	3,878,334	0	0	For
Lord Abbett	3,837,842	0	0	For
Columbia Threadneedle	3,813,047	0	0	For
Dimensional	3,370,622	0	0	For

Showing the 25 largest of 231 asset managers. See all 231 in the interactive database.

4. Elect Director: (d) Bharat B. Masrani

Official resultDIRECTOR ELECTIONSReported outcome: Elected

Combines 9 wordings of this item as funds reported it.

95% Majority: yes · of votes cast

FOR 95%

FOR: 1,418,614,548AGAINST: 71,717,320

Details: description as filed, official tally, votes by 231 asset managers

Description as filed by funds: Election of Five Directors for Three-Year Terms: Bharat B. Masrani

CHARLES SCHWAB CORP.’s own tally for this item (“Elect Director: (d) Bharat B. Masrani”): 1,418,614,548 for, 71,717,320 against, per its Form 8-K filed May 29, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: Elected, in the filing’s own words: “(b) All nominees for directors were elected, and each nominee received more "for" votes than "against" votes cast for the nominee's election.”
Support: 95% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 231 asset managers below reported 489,575,816 for, 12,664,895 against, 91,427 abstained, 2,567 not voted.

FOR

FOR: 489,575,816AGAINST: 12,664,895ABSTAIN: 91,427NOT VOTED: 2,567

Largest asset managers voting on “Election of Five Directors for Three-Year Terms: Bharat B. Masrani” at CHARLES SCHWAB CORP., 2023-2024
Asset manager	For	Against	Abstain	Vote
Vanguard	120,037,542	0	0	For
Dodge & Cox	66,594,835	0	0	For
BlackRock	31,958,537	8,023	0	For
Fidelity	30,773,054	0	0	For
T. Rowe Price	30,244,108	0	0	For
JPMorgan	23,940,101	0	0	For
HARRIS ASSOCIATES INVESTMENT TRUST	14,828,540	0	0	For
State Street	14,127,148	747	0	For
Invesco	11,779,954	0	0	For
TIAA	9,574,811	0	0	For
Putnam	0	8,742,802	0	Against
Charles Schwab	7,193,014	442,798	9,174	Mixed
JANUS INVESTMENT FUND	6,113,317	0	0	For
MFS	5,698,431	0	0	For
VanEck ETF Trust	5,355,921	0	0	For
AMG FUNDS	4,755,000	0	0	For
BARON SELECT FUNDS	4,462,020	0	0	For
Lincoln Financial	3,894,517	348,625	0	Mixed
Principal	4,132,363	0	0	For
Hartford	4,036,569	0	0	For
John Hancock	1,829,659	2,135,423	0	Mixed
Jackson National	3,878,334	0	0	For
Lord Abbett	3,837,842	0	0	For
Columbia Threadneedle	3,813,047	0	0	For
Dimensional	3,370,622	0	0	For

Showing the 25 largest of 231 asset managers. See all 231 in the interactive database.

5. Elect Director: (e) Charles A. Ruffel

Official resultDIRECTOR ELECTIONSReported outcome: Elected

Combines 9 wordings of this item as funds reported it.

98% Majority: yes · of votes cast

FOR 98%

FOR: 1,454,264,747AGAINST: 36,246,410

Details: description as filed, official tally, votes by 231 asset managers

Description as filed by funds: Election of Five Directors for Three-Year Terms: Charles A. Ruffel

CHARLES SCHWAB CORP.’s own tally for this item (“Elect Director: (e) Charles A. Ruffel”): 1,454,264,747 for, 36,246,410 against, per its Form 8-K filed May 29, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: Elected, in the filing’s own words: “(b) All nominees for directors were elected, and each nominee received more "for" votes than "against" votes cast for the nominee's election.”
Support: 98% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 231 asset managers below reported 490,336,795 for, 11,905,158 against, 90,185 abstained, 2,567 not voted.

FOR

FOR: 490,336,795AGAINST: 11,905,158ABSTAIN: 90,185NOT VOTED: 2,567

Largest asset managers voting on “Election of Five Directors for Three-Year Terms: Charles A. Ruffel” at CHARLES SCHWAB CORP., 2023-2024
Asset manager	For	Against	Abstain	Vote
Vanguard	120,037,542	0	0	For
Dodge & Cox	66,594,835	0	0	For
BlackRock	31,958,537	8,023	0	For
Fidelity	30,773,054	0	0	For
T. Rowe Price	30,244,108	0	0	For
JPMorgan	23,940,101	0	0	For
HARRIS ASSOCIATES INVESTMENT TRUST	14,828,540	0	0	For
State Street	14,127,490	405	0	For
Invesco	11,779,954	0	0	For
TIAA	9,574,811	0	0	For
Putnam	0	8,742,802	0	Against
Charles Schwab	7,420,835	216,200	7,951	For
JANUS INVESTMENT FUND	6,113,317	0	0	For
MFS	5,698,431	0	0	For
VanEck ETF Trust	5,355,921	0	0	For
AMG FUNDS	4,755,000	0	0	For
BARON SELECT FUNDS	4,462,020	0	0	For
Lincoln Financial	4,243,142	0	0	For
Principal	4,132,363	0	0	For
Hartford	4,036,569	0	0	For
John Hancock	1,829,659	2,135,423	0	Mixed
Jackson National	3,878,334	0	0	For
Lord Abbett	3,837,842	0	0	For
Columbia Threadneedle	3,813,047	0	0	For
Dimensional	3,370,622	0	0	For

Showing the 25 largest of 231 asset managers. See all 231 in the interactive database.

6. Advisory Approval of Named Executive Officer Compensation

No official match Fund totals may overlapSECTION 14A SAY-ON-PAY VOTES

Combines 8 wordings of this item as funds reported it.

91% Fund and manager reports combined; may count the same shares twice · no official result

FOR

Details: votes by 1,186 asset managers

Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice). The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

Fund voting reports: 217 asset managers voting on “Advisory Approval of Named Executive Officer Compensation” at CHARLES SCHWAB CORP., 2023-2024
Asset manager	For	Against	Abstain	Vote
Vanguard	119,934,001	103,541	0	For
Dodge & Cox	66,594,835	0	0	For
BlackRock	31,935,294	31,266	0	For
Fidelity	30,773,054	0	0	For
T. Rowe Price	30,228,525	15,583	0	For
JPMorgan	23,940,101	0	0	For
HARRIS ASSOCIATES INVESTMENT TRUST	14,828,540	0	0	For
State Street	14,126,295	1,600	0	For
Artisan	13,405,541	0	0	For
Invesco	11,779,954	0	0	For
TIAA	9,574,811	0	0	For
Putnam	8,742,802	0	0	For
Charles Schwab	6,817,110	814,344	13,532	Mixed
JANUS INVESTMENT FUND	6,113,317	0	0	For
MFS	5,698,431	0	0	For
VanEck ETF Trust	5,355,921	0	0	For
AMG FUNDS	4,755,000	0	0	For
BARON SELECT FUNDS	0	4,462,020	0	Against
Lincoln Financial	4,243,142	0	0	For
Principal	4,130,842	1,521	0	For
Hartford	0	4,036,569	0	Against
John Hancock	3,965,082	0	0	For
Jackson National	3,878,334	0	0	For
Lord Abbett	3,837,842	0	0	For
Columbia Threadneedle	3,813,047	0	0	For

Fund voting reports, all 217 managers: 492,314,365 for, 21,767,424 against, 89,569 abstained. Showing the 25 largest; see all in the interactive database.

Institutional-manager reports: 1,003 asset managers voting on “Advisory Approval of Named Executive Officer Compensation” at CHARLES SCHWAB CORP., 2023-2024
Asset manager	For	Against	Abstain	Vote
Dodge & Cox	82,219,319	0	0	For
T. Rowe Price	70,016,546	417,148	0	For
BlackRock	44,083,027	455,172	0	For
Baron Financial Group, LLC	41,500,000	0	0	For
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	33,019,892	0	0	For
GEODE CAPITAL MANAGEMENT, LLC	28,961,829	0	0	For
HARRIS ASSOCIATES L P	21,606,605	0	0	For
Fisher Asset Management, LLC	17,681,547	5,915	0	For
FLOSSBACH VON STORCH AG	15,818,757	0	0	For
AllianceBernstein	14,880,229	0	0	For
Northern Trust	14,094,898	198,815	150	For
State Street	14,121,311	0	0	For
Nuveen	14,014,656	6,952	0	For
Invesco	12,772,295	0	0	For
Putnam	12,176,241	0	0	For
Wellington	0	9,459,819	0	Against
Charles Schwab	6,821,874	814,913	13,541	Mixed
Janus Henderson	8,321,407	0	0	For
Ruane, Cunniff & Goldfarb L.P.	8,165,073	0	0	For
MELLON INVESTMENTS Corp	7,918,308	695	0	For
Legal & General Investment Management America Inc	0	7,543,605	0	Against
Lazard	6,527,175	0	0	For
GENERATION INVESTMENT MANAGEMENT LLP	0	6,503,262	0	Against
Legal & General Investment Management Ltd	0	6,502,282	0	Against
Vanguard	6,473,766	0	0	For

Institutional-manager reports, all 1,003 managers: 706,912,109 for, 95,152,337 against, 1,264 withheld, 17,224 abstained, 1,122,932 not voted, 1,637 unknown. Showing the 25 largest; see all in the interactive database.

7. Ratification of the Selection of Independent Auditors

No official matchAUDIT-RELATED

Combines 4 wordings of this item as funds reported it.

99.4% of fund votes cast · no official result

FOR

Details: votes by 227 asset managers

The 227 asset managers below reported 499,459,351 for, 2,650,722 against, 80,566 abstained. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 499,459,351AGAINST: 2,650,722ABSTAIN: 80,566

Largest asset managers voting on “Ratification of the Selection of Independent Auditors” at CHARLES SCHWAB CORP., 2023-2024
Asset manager	For	Against	Abstain	Vote
Vanguard	120,037,542	0	0	For
Dodge & Cox	66,594,835	0	0	For
BlackRock	31,966,560	0	0	For
Fidelity	30,773,054	0	0	For
T. Rowe Price	30,244,108	0	0	For
JPMorgan	23,940,101	0	0	For
HARRIS ASSOCIATES INVESTMENT TRUST	14,828,540	0	0	For
State Street	14,127,553	342	0	For
Invesco	11,779,954	0	0	For
TIAA	9,574,811	0	0	For
Putnam	8,742,802	0	0	For
Charles Schwab	7,087,208	553,115	4,663	Mixed
JANUS INVESTMENT FUND	6,113,317	0	0	For
MFS	5,698,431	0	0	For
VanEck ETF Trust	5,355,921	0	0	For
AMG FUNDS	4,755,000	0	0	For
BARON SELECT FUNDS	4,462,020	0	0	For
Lincoln Financial	4,243,142	0	0	For
Principal	4,132,363	0	0	For
Hartford	4,035,567	1,002	0	For
John Hancock	3,965,082	0	0	For
Jackson National	3,878,334	0	0	For
Lord Abbett	3,837,842	0	0	For
Columbia Threadneedle	3,813,047	0	0	For
Dimensional	3,370,622	0	0	For

Showing the 25 largest of 227 asset managers. See all 227 in the interactive database.

8. Stockholder Proposal Requesting Changes to the Executive Compensation Program

No official matchCOMPENSATION

Combines 5 wordings of this item as funds reported it.

1.0% of fund votes cast · no official result

AGAINST

Details: votes by 271 asset managers

The 271 asset managers below reported 4,475,428 for, 465,336,664 against, 2 withheld, 172,653 abstained, 2,542 not voted. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 4,475,428AGAINST: 465,336,664ABSTAIN: 172,653WITHHOLD: 2NOT VOTED: 2,542

Largest asset managers voting on “Stockholder Proposal Requesting Changes to the Executive Compensation Program” at CHARLES SCHWAB CORP., 2023-2024
Asset manager	For	Against	Abstain	Vote
Vanguard	0	120,037,542	0	Against
Dodge & Cox	0	66,594,835	0	Against
Fidelity	0	30,773,054	0	Against
T. Rowe Price	0	30,244,108	0	Against
JPMorgan	0	23,940,101	0	Against
HARRIS ASSOCIATES INVESTMENT TRUST	0	14,828,540	0	Against
State Street	1,600	14,126,295	0	Against
Invesco	0	11,779,954	0	Against
TIAA	0	9,574,811	0	Against
Putnam	0	8,742,802	0	Against
Charles Schwab	378,733	7,177,189	89,064	Mixed
JANUS INVESTMENT FUND	0	6,113,317	0	Against
MFS	0	5,698,431	0	Against
VanEck ETF Trust	0	5,355,921	0	Against
AMG FUNDS	0	4,755,000	0	Against
BARON SELECT FUNDS	0	4,462,020	0	Against
Lincoln Financial	0	4,243,142	0	Against
Principal	0	4,132,363	0	Against
Hartford	1,002	4,035,567	0	Against
John Hancock	0	3,965,082	0	Against
Jackson National	0	3,878,334	0	Against
Lord Abbett	0	3,837,842	0	Against
Columbia Threadneedle	0	3,813,047	0	Against
Dimensional	0	3,370,622	0	Against
SEQUOIA FUND INC	0	2,982,798	0	Against

Showing the 25 largest of 271 asset managers. See all 271 in the interactive database.

9. Stockholder Proposal on Workforce Discrimination Risk Oversight and Impact

No official matchENVIRONMENT OR CLIMATEDIVERSITY, EQUITY, AND INCLUSIONOTHER SOCIAL ISSUES

Combines 6 wordings of this item as funds reported it.

0.1% of fund votes cast · no official result

AGAINST

Details: votes by 225 asset managers

The 225 asset managers below reported 217,895 for, 465,123,071 against, 1 withheld, 2,251,823 abstained, 1,800 not voted. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 217,895AGAINST: 465,123,071ABSTAIN: 2,251,823WITHHOLD: 1NOT VOTED: 1,800

Largest asset managers voting on “Stockholder Proposal on Workforce Discrimination Risk Oversight and Impact” at CHARLES SCHWAB CORP., 2023-2024
Asset manager	For	Against	Abstain	Vote
Vanguard	0	120,037,542	0	Against
Dodge & Cox	0	66,594,835	0	Against
Fidelity	0	30,773,054	0	Against
T. Rowe Price	0	30,244,108	0	Against
JPMorgan	0	23,940,101	0	Against
HARRIS ASSOCIATES INVESTMENT TRUST	0	14,828,540	0	Against
State Street	0	14,127,895	0	Against
Invesco	0	11,779,954	0	Against
TIAA	0	9,574,811	0	Against
Putnam	0	8,742,802	0	Against
Charles Schwab	45,488	7,545,907	53,591	Against
JANUS INVESTMENT FUND	0	6,113,317	0	Against
MFS	0	5,698,431	0	Against
VanEck ETF Trust	0	5,355,921	0	Against
AMG FUNDS	0	4,755,000	0	Against
BARON SELECT FUNDS	0	4,462,020	0	Against
Lincoln Financial	0	4,243,142	0	Against
Principal	0	4,132,363	0	Against
Hartford	0	4,036,569	0	Against
John Hancock	0	3,965,082	0	Against
Jackson National	0	3,878,334	0	Against
Lord Abbett	0	3,837,842	0	Against
Columbia Threadneedle	0	3,813,047	0	Against
Dimensional	0	3,370,622	0	Against
SEQUOIA FUND INC	0	2,982,798	0	Against

Showing the 25 largest of 225 asset managers. See all 225 in the interactive database.

10. Stockholder Proposal on Pay Equity Disclosure

No official matchCOMPENSATION

Combines 4 wordings of this item as funds reported it.

16% of fund votes cast · no official result

FORAGAINST

Details: votes by 172 asset managers

The 172 asset managers below reported 64,985,539 for, 350,523,555 against, 1 withheld, 2,220,022 abstained, 1,800 not voted. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 64,985,539AGAINST: 350,523,555ABSTAIN: 2,220,022WITHHOLD: 1NOT VOTED: 1,800

Largest asset managers voting on “Stockholder Proposal on Pay Equity Disclosure” at CHARLES SCHWAB CORP., 2023-2024
Asset manager	For	Against	Abstain	Vote
Vanguard	4,071,762	115,965,780	0	Against
Dodge & Cox	0	66,594,835	0	Against
Fidelity	1,507,641	29,265,413	0	Against
T. Rowe Price	0	30,244,108	0	Against
HARRIS ASSOCIATES INVESTMENT TRUST	0	14,828,540	0	Against
State Street	14,125,650	2,245	0	For
Invesco	0	11,779,954	0	Against
TIAA	9,574,811	0	0	For
Putnam	0	8,742,802	0	Against
Charles Schwab	2,175,304	5,429,163	40,518	Mixed
JANUS INVESTMENT FUND	0	6,113,317	0	Against
MFS	0	5,698,431	0	Against
VanEck ETF Trust	0	5,355,921	0	Against
BARON SELECT FUNDS	4,462,020	0	0	For
Lincoln Financial	0	4,230,332	0	Against
Principal	3,362,402	769,961	0	Mixed
Hartford	1,002	4,035,567	0	Against
Lord Abbett	0	3,837,842	0	Against
Columbia Threadneedle	3,813,047	0	0	For
Dimensional	250,176	3,120,446	0	Mixed
Nuveen	2,899,011	0	0	For
American Century	0	2,873,777	0	Against
FIRST EAGLE FUNDS	2,713,598	0	0	For
Franklin Custodian Funds	0	2,102,782	0	Against
FRANKLIN MANAGED TRUST	0	2,050,000	0	Against

Showing the 25 largest of 172 asset managers. See all 172 in the interactive database.

11. Stockholder Proposal on Pay Equity Discloser

No official matchDIVERSITY, EQUITY, AND INCLUSION

9% of fund votes cast · no official result

AGAINST

Details: votes by 64 asset managers

The 64 asset managers below reported 4,318,309 for, 45,980,199 against. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 4,318,309AGAINST: 45,980,199

Largest asset managers voting on “Stockholder Proposal on Pay Equity Discloser” at CHARLES SCHWAB CORP., 2023-2024
Asset manager	For	Against	Vote
JPMorgan	164,348	23,775,753	Against
AMG FUNDS	0	4,755,000	Against
John Hancock	822,643	3,142,439	Mixed
Jackson National	0	3,878,334	Against
SEQUOIA FUND INC	0	2,982,798	Against
Bridge Builder Trust	1,636,066	884,485	Mixed
FMI FUNDS INC	0	1,230,000	Against
TOUCHSTONE STRATEGIC TRUST	186,437	672,701	Mixed
TRUST FOR PROFESSIONAL MANAGERS	0	826,198	Against
Calamos	0	700,226	Against
Brown Advisory Funds	646,765	0	For
Natixis	0	535,434	Against
ALPS Series Trust	0	480,000	Against
TOUCHSTONE FUNDS GROUP TRUST	0	323,275	Against
Gateway Trust	318,629	0	For
Advisor Managed Portfolios	186,843	0	For
MADISON FUNDS	0	186,687	Against
PERMANENT PORTFOLIO FAMILY OF FUNDS	0	185,000	Against
Allianz	0	169,823	Against
AMG Funds I	159,244	0	For
Provident Mutual Funds, Inc.	0	135,045	Against
Baird	123,419	0	For
CUTLER TRUST	0	110,300	Against
Guardian Variable Products Trust	0	105,022	Against
Pacer Funds Trust	0	101,973	Against

Showing the 25 largest of 64 asset managers. See all 64 in the interactive database.

Not shown here: this season’s fund filings also report 1 item from the meeting of May 22, 2025, which belongs to the 2024-2025 season. A meeting outside this season’s July 1 to June 30 window is not counted in this page’s items or in its totals of asset managers and fund votes.

Largest CHARLES SCHWAB CORP. shareholders voting in 2023-2024

Ranked separately for each type of Form N-PX report. An institutional manager can report shares that a fund it advises also reports, so the two tables can list the same shares and are never added together. Each is ranked by the shares voted on the item that the most managers of that type reported, shown as a share of the 1,825,000,000 shares outstanding at the time of that meeting.

Fund voting reports: top CHARLES SCHWAB CORP. shareholders by shares voted on “Election of Five Directors for Three-Year Terms: Walter W. Bettinger II”, 2023-2024
#	Asset manager	% of shares outstanding
1	Vanguard	6.58%
2	Dodge & Cox	3.65%
3	BlackRock	1.75%
4	Fidelity	1.69%
5	T. Rowe Price	1.66%
6	JPMorgan	1.31%
7	HARRIS ASSOCIATES INVESTMENT TRUST	0.81%
8	State Street	0.77%
9	Invesco	0.65%
10	TIAA	0.52%

Institutional-manager reports: top CHARLES SCHWAB CORP. shareholders by shares voted on “Advisory Approval of Named Executive Officer Compensation”, 2023-2024
#	Asset manager	% of shares outstanding
1	Dodge & Cox	4.51%
2	T. Rowe Price	3.86%
3	BlackRock	2.44%
4	Baron Financial Group, LLC	2.27%
5	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	1.81%
6	GEODE CAPITAL MANAGEMENT, LLC	1.59%
7	HARRIS ASSOCIATES L P	1.18%
8	Fisher Asset Management, LLC	0.97%
9	FLOSSBACH VON STORCH AG	0.87%
10	AllianceBernstein	0.82%

Reported CHARLES SCHWAB CORP. holdings and ownership

As disclosed to the SEC in Form 13F (quarter-end holdings of 30 large managers), Schedules 13D and 13G (beneficial ownership above 5%) and the company’s own proxy statement (DEF 14A). Each row names its form.

CHARLES SCHWAB CORP. holdings and ownership disclosed for the 2023-2024 proxy season
Holder	% outstanding	Disclosure
The Toronto-Dominion Bank	9.63%	DEF14A
BlackRock	7.25%	13F
The Vanguard Group	6.57%	DEF14A
Charles R. Schwab	5.81%	DEF14A
S.S. OR	4.91%	13G
T. Rowe Price	3.96%	13F
State Street	3.37%	13F
JPMorgan Chase	3.32%	13F
FMR (Fidelity)	1.73%	13F
Geode Capital	1.59%	13F

Percentages above are of 1,825,000,000 shares outstanding, as reported by CHARLES SCHWAB CORP. on its Form 10-Q dated March 31, 2024 (see the filing on EDGAR). This is the count contemporaneous with the 2023-2024 meeting, not today’s. Each holding is as of its own filing, which may be dated before or after the meeting.

About this page

Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered funds disclose how they voted every proxy and institutional managers disclose their votes on executive pay (say-on-pay, say-on-frequency and golden parachutes), and Form 8-K Item 5.07, in which the company reports its own meeting results. Shares outstanding are taken from CHARLES SCHWAB CORP.’s 10-Q dated March 31, 2024. This page is a static snapshot rebuilt weekly on October 13, 2026; a live search always shows the current data.

At CHARLES SCHWAB CORP.'s shareholder meeting held May 23, 2024, in the 2023-2024 proxy season, 1,196 asset managers reported how they voted in their SEC Form N-PX filings, covering 12,299 separate fund positions. Their filings are grouped here into 11 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. CHARLES SCHWAB CORP.'s own Form 8-K tally for this meeting is published below, but no row in it could be matched to the most widely held item, so this page states no certified outcome for that item. On that item — Advisory Approval of Named Executive Officer Compensation — the reporting funds and managers cast 91% of the shares they voted in favour (FOR divided by FOR plus AGAINST plus WITHHELD; abstained and unvoted shares are excluded because neither took a side). Fund and manager reports are combined in it and may count the same shares twice: it adds fund reports to institutional-manager reports, which can cover the same shares. It is not the company's certified result.

CHARLES SCHWAB CORP. proxy season coverage: 2023-2024 (this page) · 2024-2025 · 2025-2026.

Download data (CSV): ballot items · votes by manager · column guide.