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CHARLES SCHWAB CORP. 2024-2025 Proxy Voting Records

Compiled from SEC Form N-PX filings and CHARLES SCHWAB CORP.’s Form 8-K, filed May 23, 2025 (Item 5.07 on EDGAR). Page generated October 13, 2026.

8Ballot items
1,330Asset managers
11,344Fund votes
May 22, 2025Meeting date

Results at a glance

Meeting of May 22, 2025: 8 items on CHARLES SCHWAB CORP.’s Form 8-K, filed May 23, 2025: 5 elected · 3 without a stated outcome.

Material dissent

4 Stockholder Proposal Requesting Declassification of the Board to Elect Each Director Annually 84% of votes cast Outcome not stated Shareholder proposal won a majority

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 2024-2025 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 23, 2025 (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 22, 2025
Ballot item	For	Against	Abstain	Withheld	Broker non-votes	Support (of votes cast)	Reported outcome	Voting standard
Elect Director: (a) John K. Adams Jr.	1,372,916,585	123,583,815	1,097,008	--	71,026,692	92%	Elected	—
Elect Director: (b) Stephen A. Ellis	1,330,678,070	165,823,399	1,095,940	--	71,026,692	89%	Elected	—
Elect Director: (c) Arun Sarin	1,291,772,746	203,860,457	1,964,206	--	71,026,692	86%	Elected	—
Elect Director: (d) Charles R. Schwab	1,424,198,356	71,056,124	2,342,928	--	71,026,692	95%	Elected	—
Elect Director: (e) Paula A. Sneed	1,316,423,016	180,134,830	1,039,562	--	71,026,692	88%	Elected	—
2 Ratification of the Selection of Deloitte as Independent Auditors	1,474,620,681	93,491,681	511,738	--	0	94%	Not verified	—
3 Advisory Vote to Approve NEO Compensation	1,279,066,568	216,675,361	1,855,479	--	71,026,692	86%	Not verified	—
4 Stockholder Proposal Requesting Declassification of the Board to Elect Each Director Annually	1,257,131,866	238,836,436	1,629,107	--	71,026,692	84%	Not verified	—

Source: CHARLES SCHWAB CORP., Form 8-K, filed with the SEC on May 23, 2025 — read the filing on EDGAR.

How asset managers voted at the CHARLES SCHWAB CORP. 2024-2025 meeting

Each item below shows how the 1,330 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.

1. Elect Director: (a) John K. Adams Jr.

Official resultDIRECTOR ELECTIONSReported outcome: Elected

Combines 13 wordings of this item as funds reported it.

92% Majority: yes · of votes cast

FOR 92%

FOR: 1,372,916,585AGAINST: 123,583,815

Details: description as filed, official tally, votes by 244 asset managers

Description as filed by funds: Election of directors for three-year terms: John K. Adams, Jr.

CHARLES SCHWAB CORP.’s own tally for this item (“Elect Director: (a) John K. Adams Jr.”): 1,372,916,585 for, 123,583,815 against, per its Form 8-K filed May 23, 2025 (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 director 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 244 asset managers below reported 543,201,094 for, 42,082,605 against, 112,356 abstained.

FOR

FOR: 543,201,094AGAINST: 42,082,605ABSTAIN: 112,356

Largest asset managers voting on “Election of directors for three-year terms: John K. Adams, Jr.” at CHARLES SCHWAB CORP., 2024-2025
Asset manager	For	Against	Abstain	Vote
Vanguard	169,013,888	11	0	For
Dodge & Cox	69,121,635	0	0	For
Fidelity	59,054,944	1,013,870	0	For
BlackRock	39,900,799	0	0	For
T. Rowe Price	0	33,675,953	0	Against
State Street	17,730,664	160,400	0	For
HARRIS ASSOCIATES INVESTMENT TRUST	16,449,541	0	0	For
JPMorgan	14,839,384	133,081	0	For
Invesco	12,885,894	0	0	For
Putnam	9,372,900	0	0	For
Charles Schwab	8,478,817	844,923	8,306	Mixed
Columbia Threadneedle	5,672,770	0	0	For
FRANKLIN MANAGED TRUST	5,590,000	0	0	For
MFS	5,483,507	0	0	For
TIAA	5,400,063	0	0	For
Jackson National	2,951,010	1,958,374	0	Mixed
American Century	4,878,227	0	0	For
JANUS INVESTMENT FUND	4,691,994	0	0	For
BARON SELECT FUNDS	4,411,000	0	0	For
Lord Abbett	4,033,544	0	0	For
Dimensional	3,921,006	0	0	For
AMG FUNDS	3,778,000	0	0	For
Principal	3,393,123	349,719	0	Mixed
John Hancock	2,965,525	740,023	0	Mixed
MASTER INVESTMENT PORTFOLIO	2,704,246	0	0	For

Showing the 25 largest of 244 asset managers. See all 244 in the interactive database.

2. Elect Director: (b) Stephen A. Ellis

Official resultDIRECTOR ELECTIONSReported outcome: Elected

Combines 13 wordings of this item as funds reported it.

89% Majority: yes · of votes cast

FOR 89%

FOR: 1,330,678,070AGAINST: 165,823,399

Details: description as filed, official tally, votes by 244 asset managers

Description as filed by funds: Election of directors for three-year terms: Stephen A. Ellis

CHARLES SCHWAB CORP.’s own tally for this item (“Elect Director: (b) Stephen A. Ellis”): 1,330,678,070 for, 165,823,399 against, per its Form 8-K filed May 23, 2025 (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 director were elected, and each nominee received more "for" votes than "against" votes cast for the nominee's election.”
Support: 89% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 244 asset managers below reported 537,090,857 for, 48,192,842 against, 112,356 abstained.

FOR

FOR: 537,090,857AGAINST: 48,192,842ABSTAIN: 112,356

Largest asset managers voting on “Election of directors for three-year terms: Stephen A. Ellis” at CHARLES SCHWAB CORP., 2024-2025
Asset manager	For	Against	Abstain	Vote
Vanguard	169,013,884	15	0	For
Dodge & Cox	69,121,635	0	0	For
Fidelity	58,519,621	1,549,193	0	For
BlackRock	39,889,565	11,234	0	For
T. Rowe Price	0	33,675,953	0	Against
State Street	17,730,477	160,587	0	For
HARRIS ASSOCIATES INVESTMENT TRUST	16,449,541	0	0	For
JPMorgan	14,839,384	133,081	0	For
Invesco	12,885,894	0	0	For
Putnam	9,372,900	0	0	For
Charles Schwab	8,173,939	1,149,801	8,306	Mixed
Columbia Threadneedle	5,672,770	0	0	For
FRANKLIN MANAGED TRUST	5,590,000	0	0	For
MFS	5,483,507	0	0	For
TIAA	5,400,063	0	0	For
Jackson National	2,951,010	1,958,374	0	Mixed
American Century	4,878,227	0	0	For
JANUS INVESTMENT FUND	4,691,994	0	0	For
BARON SELECT FUNDS	4,411,000	0	0	For
Lord Abbett	4,033,544	0	0	For
Dimensional	3,921,006	0	0	For
AMG FUNDS	3,778,000	0	0	For
Principal	3,393,123	349,719	0	Mixed
John Hancock	2,965,525	740,023	0	Mixed
MASTER INVESTMENT PORTFOLIO	2,704,246	0	0	For

Showing the 25 largest of 244 asset managers. See all 244 in the interactive database.

3. Elect Director: (c) Arun Sarin

Official resultDIRECTOR ELECTIONSReported outcome: Elected

Combines 13 wordings of this item as funds reported it.

86% Majority: yes · of votes cast

FOR 86%

FOR: 1,291,772,746AGAINST: 203,860,457

Details: description as filed, official tally, votes by 244 asset managers

Description as filed by funds: Election of directors for three-year terms: Arun Sarin

CHARLES SCHWAB CORP.’s own tally for this item (“Elect Director: (c) Arun Sarin”): 1,291,772,746 for, 203,860,457 against, per its Form 8-K filed May 23, 2025 (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 director were elected, and each nominee received more "for" votes than "against" votes cast for the nominee's election.”
Support: 86% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 244 asset managers below reported 523,583,391 for, 61,694,171 against, 118,492 abstained.

FOR

FOR: 523,583,391AGAINST: 61,694,171ABSTAIN: 118,492

Largest asset managers voting on “Election of directors for three-year terms: Arun Sarin” at CHARLES SCHWAB CORP., 2024-2025
Asset manager	For	Against	Abstain	Vote
Vanguard	169,013,882	17	0	For
Dodge & Cox	69,121,635	0	0	For
Fidelity	58,519,621	1,549,193	0	For
BlackRock	39,889,565	11,234	0	For
T. Rowe Price	0	33,675,953	0	Against
State Street	17,890,877	187	0	For
HARRIS ASSOCIATES INVESTMENT TRUST	16,449,541	0	0	For
JPMorgan	14,972,465	0	0	For
Invesco	0	12,885,894	0	Against
Putnam	9,372,900	0	0	For
Charles Schwab	7,994,017	1,323,657	14,371	Mixed
Columbia Threadneedle	5,672,770	0	0	For
FRANKLIN MANAGED TRUST	5,590,000	0	0	For
MFS	5,483,507	0	0	For
TIAA	5,400,063	0	0	For
Jackson National	2,792,303	2,117,081	0	Mixed
American Century	4,878,227	0	0	For
JANUS INVESTMENT FUND	4,691,994	0	0	For
BARON SELECT FUNDS	4,411,000	0	0	For
Lord Abbett	4,033,544	0	0	For
Dimensional	3,921,006	0	0	For
AMG FUNDS	3,778,000	0	0	For
Principal	3,393,123	349,719	0	Mixed
John Hancock	2,965,525	740,023	0	Mixed
MASTER INVESTMENT PORTFOLIO	2,704,246	0	0	For

Showing the 25 largest of 244 asset managers. See all 244 in the interactive database.

4. Elect Director: (d) Charles R. Schwab

Official resultDIRECTOR ELECTIONSReported outcome: Elected

Combines 14 wordings of this item as funds reported it.

95% Majority: yes · of votes cast

FOR 95%

FOR: 1,424,198,356AGAINST: 71,056,124

Details: description as filed, official tally, votes by 244 asset managers

Description as filed by funds: Election of directors for three-year terms: Charles R. Schwab

CHARLES SCHWAB CORP.’s own tally for this item (“Elect Director: (d) Charles R. Schwab”): 1,424,198,356 for, 71,056,124 against, per its Form 8-K filed May 23, 2025 (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 director 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 244 asset managers below reported 583,239,058 for, 2,130,572 against, 4,190 withheld, 121,324 abstained.

FOR

FOR: 583,239,058AGAINST: 2,130,572ABSTAIN: 121,324WITHHOLD: 4,190

Largest asset managers voting on “Election of directors for three-year terms: Charles R. Schwab” at CHARLES SCHWAB CORP., 2024-2025
Asset manager	For	Against	Abstain	Vote
Vanguard	168,998,382	15,517	0	For
Dodge & Cox	69,121,635	0	0	For
Fidelity	60,068,814	0	0	For
BlackRock	39,889,565	11,234	0	For
T. Rowe Price	33,675,953	0	0	For
State Street	17,890,877	187	0	For
HARRIS ASSOCIATES INVESTMENT TRUST	16,449,541	0	0	For
JPMorgan	14,972,465	0	0	For
Invesco	12,885,894	0	0	For
Putnam	9,372,900	0	0	For
Charles Schwab	8,832,595	482,280	17,171	Mixed
Columbia Threadneedle	5,672,770	0	0	For
FRANKLIN MANAGED TRUST	5,590,000	0	0	For
MFS	5,483,507	0	0	For
TIAA	5,400,063	0	0	For
Jackson National	4,909,384	0	0	For
American Century	4,878,227	0	0	For
JANUS INVESTMENT FUND	4,691,994	0	0	For
BARON SELECT FUNDS	4,411,000	0	0	For
Lord Abbett	4,033,544	0	0	For
Dimensional	3,710,536	210,470	0	Mixed
AMG FUNDS	3,778,000	0	0	For
Principal	3,742,842	0	0	For
John Hancock	3,683,888	21,660	0	For
MASTER INVESTMENT PORTFOLIO	2,704,246	0	0	For

Showing the 25 largest of 244 asset managers. See all 244 in the interactive database.

5. Elect Director: (e) Paula A. Sneed

Official resultDIRECTOR ELECTIONSReported outcome: Elected

Combines 13 wordings of this item as funds reported it.

88% Majority: yes · of votes cast

FOR 88%

FOR: 1,316,423,016AGAINST: 180,134,830

Details: description as filed, official tally, votes by 244 asset managers

Description as filed by funds: Election of directors for three-year terms: Paula A. Sneed

CHARLES SCHWAB CORP.’s own tally for this item (“Elect Director: (e) Paula A. Sneed”): 1,316,423,016 for, 180,134,830 against, per its Form 8-K filed May 23, 2025 (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 director were elected, and each nominee received more "for" votes than "against" votes cast for the nominee's election.”
Support: 88% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 244 asset managers below reported 541,631,899 for, 43,652,176 against, 111,978 abstained.

FOR

FOR: 541,631,899AGAINST: 43,652,176ABSTAIN: 111,978

Largest asset managers voting on “Election of directors for three-year terms: Paula A. Sneed” at CHARLES SCHWAB CORP., 2024-2025
Asset manager	For	Against	Abstain	Vote
Vanguard	169,013,883	16	0	For
Dodge & Cox	69,121,635	0	0	For
Fidelity	59,054,944	1,013,870	0	For
BlackRock	39,900,799	0	0	For
T. Rowe Price	0	33,675,953	0	Against
State Street	17,890,877	187	0	For
HARRIS ASSOCIATES INVESTMENT TRUST	16,449,541	0	0	For
JPMorgan	14,972,465	0	0	For
Invesco	12,885,894	0	0	For
Putnam	9,372,900	0	0	For
Charles Schwab	8,123,453	1,200,661	7,932	Mixed
Columbia Threadneedle	5,672,770	0	0	For
FRANKLIN MANAGED TRUST	5,590,000	0	0	For
MFS	5,483,507	0	0	For
TIAA	5,400,063	0	0	For
Jackson National	2,951,010	1,958,374	0	Mixed
American Century	4,878,227	0	0	For
JANUS INVESTMENT FUND	4,691,994	0	0	For
BARON SELECT FUNDS	4,411,000	0	0	For
Lord Abbett	4,033,544	0	0	For
Dimensional	3,921,006	0	0	For
AMG FUNDS	3,778,000	0	0	For
Principal	3,393,123	349,719	0	Mixed
John Hancock	2,965,525	740,023	0	Mixed
MASTER INVESTMENT PORTFOLIO	2,704,246	0	0	For

Showing the 25 largest of 244 asset managers. See all 244 in the interactive database.

6. 3 Advisory Vote to Approve NEO Compensation

Outcome not verified Fund totals may overlapSECTION 14A SAY-ON-PAY VOTESReported outcome: Not verified

Combines 28 wordings of this item as funds reported it.

86% Majority: yes · of votes cast

FOR 86%AGAINST

FOR: 1,279,066,568AGAINST: 216,675,361

Details: description as filed, official tally, votes by 1,324 asset managers

Description as filed by funds: Advisory approval of named executive officer compensation

CHARLES SCHWAB CORP.’s own tally for this item (“3 Advisory Vote to Approve NEO Compensation”): 1,279,066,568 for, 216,675,361 against, per its Form 8-K filed May 23, 2025 (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: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 86% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

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).

Fund voting reports: 230 asset managers voting on “Advisory approval of named executive officer compensation” at CHARLES SCHWAB CORP., 2024-2025
Asset manager	For	Against	Abstain	Vote
Vanguard	155,546,068	13,467,831	0	Mixed
Dodge & Cox	69,121,635	0	0	For
Fidelity	57,712,647	2,356,167	0	For
BlackRock	39,865,995	34,804	0	For
T. Rowe Price	33,675,953	0	0	For
State Street	17,870,148	20,916	0	For
HARRIS ASSOCIATES INVESTMENT TRUST	16,449,541	0	0	For
JPMorgan	133,081	14,839,384	0	Against
Invesco	12,885,894	0	0	For
Putnam	9,372,900	0	0	For
Charles Schwab	7,983,939	1,334,763	13,345	Mixed
Columbia Threadneedle	5,672,770	0	0	For
FRANKLIN MANAGED TRUST	5,590,000	0	0	For
MFS	5,483,507	0	0	For
TIAA	0	5,400,063	0	Against
Jackson National	3,560,435	1,348,949	0	Mixed
American Century	4,878,227	0	0	For
JANUS INVESTMENT FUND	4,691,994	0	0	For
BARON SELECT FUNDS	0	4,411,000	0	Against
Lord Abbett	4,033,544	0	0	For
Dimensional	3,921,006	0	0	For
AMG FUNDS	3,778,000	0	0	For
Principal	3,741,583	1,259	0	For
John Hancock	3,705,548	0	0	For
MASTER INVESTMENT PORTFOLIO	2,704,246	0	0	For

Fund voting reports, all 230 managers: 530,402,558 for, 54,187,450 against, 4,190 withheld, 117,437 abstained. Showing the 25 largest; see all in the interactive database.

Institutional-manager reports: 1,132 asset managers voting on “Advisory approval of named executive officer compensation” at CHARLES SCHWAB CORP., 2024-2025
Asset manager	For	Against	Abstain	Vote
Dodge & Cox	85,061,368	0	0	For
T. Rowe Price	78,250,169	383,082	0	For
BlackRock	54,154,994	894,436	0	For
State Street	43,459,512	862,087	0	For
JPMorgan	0	43,472,301	0	Against
GEODE CAPITAL MANAGEMENT, LLC	36,051,441	0	0	For
Fidelity	27,834,392	1,110,946	0	For
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	26,262,581	0	0	For
HARRIS ASSOCIATES L P	24,531,043	0	0	For
Fisher Asset Management, LLC	19,080,492	109,160	0	For
VIKING GLOBAL INVESTORS LP	17,716,717	0	0	For
Artisan	16,458,850	0	0	For
AllianceBernstein	0	15,706,590	0	Against
Wellington	0	15,106,570	0	Against
Northern Trust	14,397,751	368,888	0	For
Invesco	14,362,208	0	0	For
Putnam	13,999,831	40,580	0	For
PRIMECAP MANAGEMENT CO/CA/	13,180,614	0	0	For
Legal & General Investment Management Ltd	15,291	12,819,599	0	Against
Citadel	12,297,345	0	0	For
GENERATION INVESTMENT MANAGEMENT LLP	0	10,673,422	0	Against
Charles Schwab	7,987,559	1,335,368	13,351	Mixed
Vanguard	10,359,022	0	0	For
FRANKLIN ADVISERS INC	9,618,560	0	0	For
FLOSSBACH VON STORCH SE	9,484,560	0	0	For

Institutional-manager reports, all 1,132 managers: 801,896,986 for, 187,494,393 against, 617,551 abstained, 1,120,935 not voted, 556 unknown. Showing the 25 largest; see all in the interactive database.

7. 2 Ratification of the Selection of Deloitte as Independent Auditors

Outcome not verifiedAUDIT-RELATEDReported outcome: Not verified

Combines 11 wordings of this item as funds reported it.

94% Majority: yes · of votes cast

FOR 94%

FOR: 1,474,620,681AGAINST: 93,491,681

Details: description as filed, official tally, votes by 246 asset managers

Description as filed by funds: Ratification of the appointment of Deloitte & Touche LLP as the company's independent registered public accounting firm for 2025

CHARLES SCHWAB CORP.’s own tally for this item (“2 Ratification of the Selection of Deloitte as Independent Auditors”): 1,474,620,681 for, 93,491,681 against, per its Form 8-K filed May 23, 2025 (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: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 94% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 246 asset managers below reported 583,675,807 for, 1,773,613 against, 4,190 withheld, 107,730 abstained.

FOR

FOR: 583,675,807AGAINST: 1,773,613ABSTAIN: 107,730WITHHOLD: 4,190

Largest asset managers voting on “Ratification of the appointment of Deloitte & Touche LLP as the company's independent registered public accoun” at CHARLES SCHWAB CORP., 2024-2025
Asset manager	For	Against	Abstain	Vote
Vanguard	168,998,380	15,519	0	For
Dodge & Cox	69,121,635	0	0	For
Fidelity	60,068,814	0	0	For
BlackRock	39,900,799	0	0	For
T. Rowe Price	33,675,953	0	0	For
State Street	17,730,477	160,587	0	For
HARRIS ASSOCIATES INVESTMENT TRUST	16,449,541	0	0	For
JPMorgan	14,839,384	133,081	0	For
Invesco	12,885,894	0	0	For
Putnam	9,372,900	0	0	For
Charles Schwab	8,696,720	631,593	3,733	Mixed
Columbia Threadneedle	5,672,770	0	0	For
FRANKLIN MANAGED TRUST	5,590,000	0	0	For
MFS	5,483,507	0	0	For
TIAA	5,400,063	0	0	For
Jackson National	4,909,384	0	0	For
American Century	4,878,227	0	0	For
JANUS INVESTMENT FUND	4,691,994	0	0	For
BARON SELECT FUNDS	4,411,000	0	0	For
Lord Abbett	4,033,544	0	0	For
Dimensional	3,921,006	0	0	For
AMG FUNDS	3,778,000	0	0	For
Principal	3,742,842	0	0	For
John Hancock	3,705,548	0	0	For
MASTER INVESTMENT PORTFOLIO	2,704,246	0	0	For

Showing the 25 largest of 246 asset managers. See all 246 in the interactive database.

8. 4 Stockholder Proposal Requesting Declassification of the Board to Elect Each Director Annually

Outcome not verifiedCORPORATE GOVERNANCEReported outcome: Not verified

Combines 12 wordings of this item as funds reported it.

84% Majority: yes · of votes cast

FOR 84%AGAINST

FOR: 1,257,131,866AGAINST: 238,836,436

Details: description as filed, official tally, votes by 247 asset managers

Description as filed by funds: Stockholder proposal requesting declassification of the board of directors

CHARLES SCHWAB CORP.’s own tally for this item (“4 Stockholder Proposal Requesting Declassification of the Board to Elect Each Director Annually”): 1,257,131,866 for, 238,836,436 against, per its Form 8-K filed May 23, 2025 (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: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 84% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 247 asset managers below reported 575,629,305 for, 9,826,653 against, 115,848 abstained.

FOR

FOR: 575,629,305AGAINST: 9,826,653ABSTAIN: 115,848

Largest asset managers voting on “Stockholder proposal requesting declassification of the board of directors” at CHARLES SCHWAB CORP., 2024-2025
Asset manager	For	Against	Abstain	Vote
Vanguard	169,007,795	6,104	0	For
Dodge & Cox	69,121,635	0	0	For
Fidelity	60,068,814	0	0	For
BlackRock	39,900,799	0	0	For
T. Rowe Price	33,675,953	0	0	For
State Street	17,889,668	1,396	0	For
HARRIS ASSOCIATES INVESTMENT TRUST	16,449,541	0	0	For
JPMorgan	14,972,465	0	0	For
Invesco	12,885,894	0	0	For
Putnam	9,372,900	0	0	For
Charles Schwab	7,596,192	1,724,095	11,758	Mixed
Columbia Threadneedle	5,672,770	0	0	For
FRANKLIN MANAGED TRUST	5,590,000	0	0	For
MFS	5,483,507	0	0	For
TIAA	5,400,063	0	0	For
Jackson National	4,909,384	0	0	For
American Century	4,878,227	0	0	For
JANUS INVESTMENT FUND	4,691,994	0	0	For
BARON SELECT FUNDS	4,411,000	0	0	For
Lord Abbett	4,033,544	0	0	For
Dimensional	3,921,006	0	0	For
AMG FUNDS	3,778,000	0	0	For
Principal	3,742,842	0	0	For
John Hancock	3,705,548	0	0	For
MASTER INVESTMENT PORTFOLIO	2,704,246	0	0	For

Showing the 25 largest of 247 asset managers. See all 247 in the interactive database.

Not shown here: this season’s fund filings also report 1 item from the meeting of May 23, 2024, which belongs to the 2023-2024 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 2024-2025

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 1,816,970,383 shares outstanding at the time of that meeting.

Fund voting reports: top CHARLES SCHWAB CORP. shareholders by shares voted on “Advisory approval of named executive officer compensation”, 2024-2025
#	Asset manager	% of shares outstanding
1	Vanguard	9.30%
2	Dodge & Cox	3.80%
3	Fidelity	3.31%
4	BlackRock	2.20%
5	T. Rowe Price	1.85%
6	State Street	0.98%
7	HARRIS ASSOCIATES INVESTMENT TRUST	0.91%
8	JPMorgan	0.82%
9	Invesco	0.71%
10	Putnam	0.52%

Institutional-manager reports: top CHARLES SCHWAB CORP. shareholders by shares voted on “Advisory approval of named executive officer compensation”, 2024-2025
#	Asset manager	% of shares outstanding
1	Dodge & Cox	4.68%
2	T. Rowe Price	4.33%
3	BlackRock	3.03%
4	State Street	2.44%
5	JPMorgan	2.39%
6	GEODE CAPITAL MANAGEMENT, LLC	1.98%
7	Fidelity	1.59%
8	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	1.45%
9	HARRIS ASSOCIATES L P	1.35%
10	Fisher Asset Management, LLC	1.06%

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 2024-2025 proxy season
Holder	% outstanding	Disclosure
BlackRock	6.76%	13F
The Vanguard Group	6.60%	DEF14A
Charles R. Schwab	5.74%	DEF14A
T. Rowe Price	4.52%	13F
State Street	3.96%	13F
JPMorgan Chase	2.98%	13F
Geode Capital	2.00%	13F
FMR (Fidelity)	1.76%	13F
Franklin Templeton	1.61%	13F
Citadel Advisors	1.40%	13F

Percentages above are of 1,816,970,383 shares outstanding, as reported by CHARLES SCHWAB CORP. on its Form 10-Q dated April 30, 2025 (see the filing on EDGAR). This is the count contemporaneous with the 2024-2025 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 April 30, 2025. 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 22, 2025, in the 2024-2025 proxy season, 1,330 asset managers reported how they voted on 8 ballot items in their SEC Form N-PX filings, covering 11,344 separate fund positions. On the most widely held item on that ballot — Advisory approval of named executive officer compensation — FOR was 86% of the votes cast (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side), which is more than half. Whether the item was approved is for the filing to say; that statement has not been read for this item. Source: CHARLES SCHWAB CORP.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on May 23, 2025.

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

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