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Compiled from SEC Form N-PX filings and The Charles Schwab Corporation’s Form 8-K, filed May 22, 2026 (Item 5.07 on EDGAR). Page generated October 14, 2026.
Meeting of May 21, 2026: 7 items on The Charles Schwab Corporation’s Form 8-K, filed May 22, 2026: 4 elected · 3 without a stated outcome.
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
Explore The Charles Schwab Corporation in the interactive database Compare manager voting policies
These tallies are The Charles Schwab Corporation’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed May 22, 2026 (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.
| Ballot item | For | Against | Abstain | Withheld | Broker non-votes | Support (of votes cast) | Reported outcome | Voting standard |
|---|---|---|---|---|---|---|---|---|
| Elect Director: a. Marianne C. Brown | 1,408,658,965 | 29,435,843 | 682,725 | -- | 84,683,838 | 98% | Elected | — |
| Elect Director: b. Frank C. Herringer | 1,212,511,461 | 225,534,010 | 732,061 | -- | 84,683,838 | 84% | Elected | — |
| Elect Director: c. Richard A. Wurster | 1,423,016,970 | 15,088,969 | 671,594 | -- | 84,683,838 | 99% | Elected | — |
| Elect Director: d. Carolyn Schwab-Pomerantz | 1,395,829,880 | 42,294,838 | 652,815 | -- | 84,683,838 | 97% | Elected | — |
| 2. Ratification of the Selection of Deloitte as Independent Auditors | 1,428,761,603 | 94,064,846 | 634,921 | -- | 0 | 94% | Not verified | — |
| 3. Advisory Vote to Approve NEO Compensation | 1,334,329,063 | 102,974,299 | 1,474,171 | -- | 84,683,838 | 93% | Not verified | — |
| 4. Approval of Amendments to Certificate of Incorporation and Bylaws to Declassify the Board of Directors | 1,322,891,548 | 114,865,672 | 1,020,313 | -- | 84,683,838 | 92% | Not verified | — |
Source: The Charles Schwab Corporation, Form 8-K, filed with the SEC on May 22, 2026 — read the filing on EDGAR.
Each item below shows how the 1,426 asset managers that disclosed a The Charles Schwab Corporation 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.
Combines 11 wordings of this item as funds reported it.
98% Majority: yes · of votes cast
Description as filed by funds: Election of directors for three-year terms: Marianne C. Brown
The Charles Schwab Corporation’s own tally for this item (“Elect Director: a. Marianne C. Brown”): 1,408,658,965 for, 29,435,843 against, per its Form 8-K filed May 22, 2026 (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: 98% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 257 asset managers below reported 548,040,289 for, 1,051,332 against, 147,404 abstained, 1,401 not voted.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 160,933,324 | 284 | 8 | 0 | For |
| Fidelity | 62,861,879 | 0 | 0 | 0 | For |
| Dodge & Cox | 58,111,335 | 0 | 0 | 0 | For |
| BlackRock | 44,867,860 | 0 | 0 | 0 | For |
| JPMorgan | 31,674,523 | 0 | 0 | 0 | For |
| T. Rowe Price | 22,010,236 | 0 | 0 | 0 | For |
| Invesco | 14,006,983 | 0 | 0 | 0 | For |
| Putnam | 11,369,316 | 0 | 0 | 0 | For |
| HARRIS ASSOCIATES INVESTMENT TRUST | 10,504,541 | 0 | 0 | 0 | For |
| Charles Schwab | 9,406,441 | 164,657 | 4,781 | 0 | For |
| TIAA | 5,632,868 | 0 | 0 | 0 | For |
| FRANKLIN MANAGED TRUST | 5,185,000 | 0 | 0 | 0 | For |
| BARON SELECT FUNDS | 4,860,500 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 4,648,717 | 0 | 0 | 0 | For |
| MFS | 4,590,979 | 0 | 0 | 0 | For |
| Capital Group | 3,739,472 | 0 | 0 | 0 | For |
| Jackson National | 3,446,486 | 0 | 0 | 0 | For |
| First Trust | 3,383,850 | 0 | 0 | 0 | For |
| AMG FUNDS | 3,352,951 | 0 | 0 | 0 | For |
| John Hancock | 3,245,749 | 0 | 0 | 0 | For |
| Lord Abbett | 3,221,294 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 2,055,208 | 709,660 | 0 | 0 | Mixed |
| MASTER INVESTMENT PORTFOLIO | 2,582,741 | 0 | 0 | 0 | For |
| BNY Mellon | 2,479,662 | 0 | 0 | 0 | For |
| Dimensional | 2,313,603 | 0 | 0 | 0 | For |
Showing the 25 largest of 257 asset managers. See all 257 in the interactive database.
Combines 12 wordings of this item as funds reported it.
84% Majority: yes · of votes cast
Description as filed by funds: Election of directors for three-year terms: Frank C. Herringer
The Charles Schwab Corporation’s own tally for this item (“Elect Director: b. Frank C. Herringer”): 1,212,511,461 for, 225,534,010 against, per its Form 8-K filed May 22, 2026 (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: 84% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 257 asset managers below reported 498,628,923 for, 50,514,819 against, 147,691 abstained, 1,401 not voted.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 139,353,482 | 21,580,125 | 8 | 0 | Mixed |
| Fidelity | 62,294,267 | 567,612 | 0 | 0 | For |
| Dodge & Cox | 58,111,335 | 0 | 0 | 0 | For |
| BlackRock | 44,857,621 | 10,239 | 0 | 0 | For |
| JPMorgan | 31,468,578 | 205,945 | 0 | 0 | For |
| T. Rowe Price | 22,010,236 | 0 | 0 | 0 | For |
| Invesco | 14,006,983 | 0 | 0 | 0 | For |
| Putnam | 11,369,316 | 0 | 0 | 0 | For |
| HARRIS ASSOCIATES INVESTMENT TRUST | 10,504,541 | 0 | 0 | 0 | For |
| Charles Schwab | 8,090,854 | 1,479,957 | 5,068 | 0 | Mixed |
| TIAA | 5,632,868 | 0 | 0 | 0 | For |
| FRANKLIN MANAGED TRUST | 5,185,000 | 0 | 0 | 0 | For |
| BARON SELECT FUNDS | 4,860,500 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 0 | 4,648,717 | 0 | 0 | Against |
| MFS | 0 | 4,590,979 | 0 | 0 | Against |
| Capital Group | 3,739,472 | 0 | 0 | 0 | For |
| Jackson National | 2,372,150 | 1,074,336 | 0 | 0 | Mixed |
| First Trust | 3,383,850 | 0 | 0 | 0 | For |
| AMG FUNDS | 3,352,951 | 0 | 0 | 0 | For |
| John Hancock | 3,245,749 | 0 | 0 | 0 | For |
| Lord Abbett | 3,221,294 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 2,584,221 | 180,647 | 0 | 0 | Mixed |
| MASTER INVESTMENT PORTFOLIO | 2,582,741 | 0 | 0 | 0 | For |
| BNY Mellon | 2,132,776 | 346,886 | 0 | 0 | Mixed |
| Dimensional | 2,313,603 | 0 | 0 | 0 | For |
Showing the 25 largest of 257 asset managers. See all 257 in the interactive database.
Combines 12 wordings of this item as funds reported it.
99% Majority: yes · of votes cast
Description as filed by funds: Election of directors for three-year terms: Richard A. Wurster
The Charles Schwab Corporation’s own tally for this item (“Elect Director: c. Richard A. Wurster”): 1,423,016,970 for, 15,088,969 against, per its Form 8-K filed May 22, 2026 (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: 99% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 257 asset managers below reported 548,893,185 for, 198,531 against, 147,308 abstained, 1,401 not voted.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 160,933,442 | 166 | 8 | 0 | For |
| Fidelity | 62,861,879 | 0 | 0 | 0 | For |
| Dodge & Cox | 58,111,335 | 0 | 0 | 0 | For |
| BlackRock | 44,867,860 | 0 | 0 | 0 | For |
| JPMorgan | 31,674,523 | 0 | 0 | 0 | For |
| T. Rowe Price | 22,010,236 | 0 | 0 | 0 | For |
| Invesco | 14,006,983 | 0 | 0 | 0 | For |
| Putnam | 11,369,316 | 0 | 0 | 0 | For |
| HARRIS ASSOCIATES INVESTMENT TRUST | 10,504,541 | 0 | 0 | 0 | For |
| Charles Schwab | 9,474,139 | 97,054 | 4,685 | 0 | For |
| TIAA | 5,632,868 | 0 | 0 | 0 | For |
| FRANKLIN MANAGED TRUST | 5,185,000 | 0 | 0 | 0 | For |
| BARON SELECT FUNDS | 4,860,500 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 4,648,717 | 0 | 0 | 0 | For |
| MFS | 4,590,979 | 0 | 0 | 0 | For |
| Capital Group | 3,739,472 | 0 | 0 | 0 | For |
| Jackson National | 3,446,486 | 0 | 0 | 0 | For |
| First Trust | 3,383,850 | 0 | 0 | 0 | For |
| AMG FUNDS | 3,352,951 | 0 | 0 | 0 | For |
| John Hancock | 3,245,749 | 0 | 0 | 0 | For |
| Lord Abbett | 3,221,294 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 2,764,868 | 0 | 0 | 0 | For |
| MASTER INVESTMENT PORTFOLIO | 2,582,741 | 0 | 0 | 0 | For |
| BNY Mellon | 2,479,662 | 0 | 0 | 0 | For |
| Dimensional | 2,313,603 | 0 | 0 | 0 | For |
Showing the 25 largest of 257 asset managers. See all 257 in the interactive database.
Combines 12 wordings of this item as funds reported it.
97% Majority: yes · of votes cast
Description as filed by funds: Election of directors for three-year terms: Carolyn Schwab- Pomerantz
The Charles Schwab Corporation’s own tally for this item (“Elect Director: d. Carolyn Schwab-Pomerantz”): 1,395,829,880 for, 42,294,838 against, per its Form 8-K filed May 22, 2026 (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: 97% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 257 asset managers below reported 548,647,514 for, 444,298 against, 147,213 abstained, 1,401 not voted.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 160,933,145 | 463 | 8 | 0 | For |
| Fidelity | 62,861,879 | 0 | 0 | 0 | For |
| Dodge & Cox | 58,111,335 | 0 | 0 | 0 | For |
| BlackRock | 44,867,860 | 0 | 0 | 0 | For |
| JPMorgan | 31,674,523 | 0 | 0 | 0 | For |
| T. Rowe Price | 22,010,236 | 0 | 0 | 0 | For |
| Invesco | 14,006,983 | 0 | 0 | 0 | For |
| Putnam | 11,369,316 | 0 | 0 | 0 | For |
| HARRIS ASSOCIATES INVESTMENT TRUST | 10,504,541 | 0 | 0 | 0 | For |
| Charles Schwab | 9,303,172 | 268,117 | 4,590 | 0 | For |
| TIAA | 5,632,868 | 0 | 0 | 0 | For |
| FRANKLIN MANAGED TRUST | 5,185,000 | 0 | 0 | 0 | For |
| BARON SELECT FUNDS | 4,860,500 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 4,648,717 | 0 | 0 | 0 | For |
| MFS | 4,590,979 | 0 | 0 | 0 | For |
| Capital Group | 3,739,472 | 0 | 0 | 0 | For |
| Jackson National | 3,446,486 | 0 | 0 | 0 | For |
| First Trust | 3,383,850 | 0 | 0 | 0 | For |
| AMG FUNDS | 3,352,951 | 0 | 0 | 0 | For |
| John Hancock | 3,245,749 | 0 | 0 | 0 | For |
| Lord Abbett | 3,221,294 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 2,764,868 | 0 | 0 | 0 | For |
| MASTER INVESTMENT PORTFOLIO | 2,582,741 | 0 | 0 | 0 | For |
| BNY Mellon | 2,479,662 | 0 | 0 | 0 | For |
| Dimensional | 2,313,603 | 0 | 0 | 0 | For |
Showing the 25 largest of 257 asset managers. See all 257 in the interactive database.
Combines 7 wordings of this item as funds reported it.
92% Majority: yes · of votes cast
Description as filed by funds: Approval of Amendments to the Certificate of Incorporation and Bylaws to declassify the Board of Directors
The Charles Schwab Corporation’s own tally for this item (“4. Approval of Amendments to Certificate of Incorporation and Bylaws to Declassify the Board of Directors”): 1,322,891,548 for, 114,865,672 against, per its Form 8-K filed May 22, 2026 (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: 92% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 259 asset managers below reported 547,845,703 for, 800,087 against, 7,088 abstained, 1,401 not voted.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 160,932,227 | 1,377 | 12 | 0 | For |
| Fidelity | 62,861,879 | 0 | 0 | 0 | For |
| Dodge & Cox | 58,111,335 | 0 | 0 | 0 | For |
| BlackRock | 44,867,860 | 0 | 0 | 0 | For |
| JPMorgan | 31,674,523 | 0 | 0 | 0 | For |
| T. Rowe Price | 22,010,236 | 0 | 0 | 0 | For |
| Invesco | 14,006,983 | 0 | 0 | 0 | For |
| Putnam | 11,369,316 | 0 | 0 | 0 | For |
| HARRIS ASSOCIATES INVESTMENT TRUST | 10,504,541 | 0 | 0 | 0 | For |
| Charles Schwab | 8,770,093 | 798,710 | 7,076 | 0 | Mixed |
| TIAA | 5,632,868 | 0 | 0 | 0 | For |
| FRANKLIN MANAGED TRUST | 5,185,000 | 0 | 0 | 0 | For |
| BARON SELECT FUNDS | 4,860,500 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 4,648,717 | 0 | 0 | 0 | For |
| MFS | 4,590,979 | 0 | 0 | 0 | For |
| Capital Group | 3,739,472 | 0 | 0 | 0 | For |
| Jackson National | 3,446,486 | 0 | 0 | 0 | For |
| First Trust | 3,383,850 | 0 | 0 | 0 | For |
| AMG FUNDS | 3,352,951 | 0 | 0 | 0 | For |
| John Hancock | 3,245,749 | 0 | 0 | 0 | For |
| Lord Abbett | 3,221,294 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 2,764,868 | 0 | 0 | 0 | For |
| MASTER INVESTMENT PORTFOLIO | 2,582,741 | 0 | 0 | 0 | For |
| BNY Mellon | 2,479,662 | 0 | 0 | 0 | For |
| Dimensional | 2,313,603 | 0 | 0 | 0 | For |
Showing the 25 largest of 259 asset managers. See all 259 in the interactive database.
Combines 27 wordings of this item as funds reported it.
93% Majority: yes · of votes cast
Description as filed by funds: Advisory approval of named executive officer compensation
The Charles Schwab Corporation’s own tally for this item (“3. Advisory Vote to Approve NEO Compensation”): 1,334,329,063 for, 102,974,299 against, per its Form 8-K filed May 22, 2026 (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: 93% 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).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 160,932,622 | 978 | 17 | 0 | For |
| Fidelity | 62,861,879 | 0 | 0 | 0 | For |
| Dodge & Cox | 58,111,335 | 0 | 0 | 0 | For |
| BlackRock | 44,850,501 | 17,359 | 0 | 0 | For |
| JPMorgan | 31,674,523 | 0 | 0 | 0 | For |
| T. Rowe Price | 22,010,236 | 0 | 0 | 0 | For |
| Invesco | 14,006,983 | 0 | 0 | 0 | For |
| Putnam | 11,369,316 | 0 | 0 | 0 | For |
| HARRIS ASSOCIATES INVESTMENT TRUST | 10,504,541 | 0 | 0 | 0 | For |
| Charles Schwab | 8,998,433 | 567,310 | 10,136 | 0 | Mixed |
| TIAA | 5,632,868 | 0 | 0 | 0 | For |
| FRANKLIN MANAGED TRUST | 5,185,000 | 0 | 0 | 0 | For |
| BARON SELECT FUNDS | 0 | 4,860,500 | 0 | 0 | Against |
| Columbia Threadneedle | 4,648,717 | 0 | 0 | 0 | For |
| MFS | 4,590,979 | 0 | 0 | 0 | For |
| Capital Group | 3,739,472 | 0 | 0 | 0 | For |
| Jackson National | 3,446,486 | 0 | 0 | 0 | For |
| First Trust | 3,383,850 | 0 | 0 | 0 | For |
| AMG FUNDS | 3,352,951 | 0 | 0 | 0 | For |
| John Hancock | 3,245,749 | 0 | 0 | 0 | For |
| Lord Abbett | 3,221,294 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 2,764,868 | 0 | 0 | 0 | For |
| MASTER INVESTMENT PORTFOLIO | 2,582,741 | 0 | 0 | 0 | For |
| BNY Mellon | 2,479,662 | 0 | 0 | 0 | For |
| Dimensional | 2,313,603 | 0 | 0 | 0 | For |
Fund voting reports, all 243 managers: 540,754,999 for, 8,901,276 against, 152,768 abstained, 1,401 not voted, 90 mixed. Showing the 25 largest; see all in the interactive database.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Dodge & Cox | 71,555,418 | 0 | 0 | 0 | For |
| BlackRock | 65,029,813 | 2,453,103 | 0 | 0 | For |
| T. Rowe Price | 52,990,058 | 384,747 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 38,548,816 | 0 | 0 | 0 | For |
| Fidelity | 31,493,915 | 738,026 | 0 | 0 | For |
| PRIMECAP MANAGEMENT CO/CA/ | 23,369,261 | 0 | 0 | 0 | For |
| HARRIS ASSOCIATES L P | 20,349,198 | 0 | 0 | 0 | For |
| Fisher Asset Management, LLC | 20,093,302 | 180,389 | 0 | 0 | For |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 18,127,011 | 0 | 0 | 0 | For |
| Putnam | 18,090,098 | 0 | 0 | 0 | For |
| Invesco | 17,832,278 | 14 | 0 | 0 | For |
| Vanguard | 16,944,753 | 0 | 0 | 0 | For |
| Artisan | 15,912,388 | 0 | 0 | 0 | For |
| VIKING GLOBAL INVESTORS LP | 15,447,165 | 0 | 0 | 0 | For |
| Northern Trust | 13,446,234 | 485,370 | 0 | 0 | For |
| AllianceBernstein | 12,649,513 | 0 | 0 | 0 | For |
| Charles Schwab | 9,000,996 | 567,472 | 10,139 | 0 | Mixed |
| FLOSSBACH VON STORCH SE | 9,130,411 | 0 | 0 | 0 | For |
| FRANKLIN ADVISERS INC | 8,983,665 | 0 | 0 | 0 | For |
| BROWN ADVISORY INC | 8,628,302 | 240,152 | 0 | 0 | For |
| Baird | 8,663,635 | 0 | 0 | 0 | For |
| UBS | 0 | 8,190,256 | 0 | 0 | Against |
| MELLON INVESTMENTS Corp | 7,770,877 | 0 | 0 | 0 | For |
| Goldman Sachs | 7,353,753 | 629 | 0 | 0 | For |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 6,860,443 | 0 | 0 | 0 | For |
Institutional-manager reports, all 1,220 managers: 774,265,927 for, 74,102,332 against, 184,589 abstained, 1,210,669 not voted, 6,845 unknown. Showing the 25 largest; see all in the interactive database.
Combines 10 wordings of this item as funds reported it.
94% Majority: yes · of votes cast
Description as filed by funds: Ratification of the appointment of Deloitte & Touche LLP as the company's independent registered public accounting firm for 2026
The Charles Schwab Corporation’s own tally for this item (“2. Ratification of the Selection of Deloitte as Independent Auditors”): 1,428,761,603 for, 94,064,846 against, per its Form 8-K filed May 22, 2026 (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 260 asset managers below reported 543,935,607 for, 5,309,220 against, 146,733 abstained, 1,401 not voted.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 160,805,888 | 127,721 | 6 | 0 | For |
| Fidelity | 62,861,879 | 0 | 0 | 0 | For |
| Dodge & Cox | 58,111,335 | 0 | 0 | 0 | For |
| BlackRock | 44,862,143 | 5,717 | 0 | 0 | For |
| JPMorgan | 31,468,578 | 205,945 | 0 | 0 | For |
| T. Rowe Price | 22,010,236 | 0 | 0 | 0 | For |
| Invesco | 14,006,983 | 0 | 0 | 0 | For |
| Putnam | 11,369,316 | 0 | 0 | 0 | For |
| HARRIS ASSOCIATES INVESTMENT TRUST | 10,504,541 | 0 | 0 | 0 | For |
| Charles Schwab | 8,982,847 | 588,920 | 4,112 | 0 | Mixed |
| TIAA | 5,632,868 | 0 | 0 | 0 | For |
| FRANKLIN MANAGED TRUST | 5,185,000 | 0 | 0 | 0 | For |
| BARON SELECT FUNDS | 4,860,500 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 4,648,717 | 0 | 0 | 0 | For |
| MFS | 4,590,979 | 0 | 0 | 0 | For |
| Capital Group | 3,739,472 | 0 | 0 | 0 | For |
| Jackson National | 2,690,161 | 756,325 | 0 | 0 | Mixed |
| First Trust | 3,383,850 | 0 | 0 | 0 | For |
| AMG FUNDS | 3,352,951 | 0 | 0 | 0 | For |
| John Hancock | 3,245,749 | 0 | 0 | 0 | For |
| Lord Abbett | 3,221,294 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 2,764,868 | 0 | 0 | 0 | For |
| MASTER INVESTMENT PORTFOLIO | 2,582,741 | 0 | 0 | 0 | For |
| BNY Mellon | 346,886 | 2,132,776 | 0 | 0 | Mixed |
| Dimensional | 2,313,603 | 0 | 0 | 0 | For |
Showing the 25 largest of 260 asset managers. See all 260 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.
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.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | Vanguard | 8.86% |
| 2 | Fidelity | 3.46% |
| 3 | Dodge & Cox | 3.20% |
| 4 | BlackRock | 2.47% |
| 5 | JPMorgan | 1.74% |
| 6 | T. Rowe Price | 1.21% |
| 7 | Invesco | 0.77% |
| 8 | Putnam | 0.63% |
| 9 | HARRIS ASSOCIATES INVESTMENT TRUST | 0.58% |
| 10 | Charles Schwab | 0.53% |
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | Dodge & Cox | 3.94% |
| 2 | BlackRock | 3.71% |
| 3 | T. Rowe Price | 2.94% |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | 2.12% |
| 5 | Fidelity | 1.77% |
| 6 | PRIMECAP MANAGEMENT CO/CA/ | 1.29% |
| 7 | HARRIS ASSOCIATES L P | 1.12% |
| 8 | Fisher Asset Management, LLC | 1.12% |
| 9 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.00% |
| 10 | Putnam | 1.00% |
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.
| Holder | % outstanding | Disclosure |
|---|---|---|
| Vanguard Group | 8.28% | 13F |
| BlackRock | 7.33% | 13F |
| Vanguard Capital Management | 6.88% | 13G |
| Charles R. Schwab | 5.62% | DEF14A |
| JPMorgan Chase | 4.06% | 13F |
| State Street | 4.00% | 13F |
| T. Rowe Price | 2.68% | 13F |
| Geode Capital | 2.13% | 13F |
| FMR (Fidelity) | 1.96% | 13F |
| Franklin Templeton | 1.75% | 13F |
Percentages above are of 1,816,970,383 shares outstanding, as reported by The Charles Schwab Corporation on its Form 10-Q dated April 30, 2025 (see the filing on EDGAR). This is the count contemporaneous with the 2025-2026 meeting, not today’s. Each holding is as of its own filing, which may be dated before or after the meeting.
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 The Charles Schwab Corporation’s 10-Q dated April 30, 2025. This page is a static snapshot rebuilt weekly on October 14, 2026; a live search always shows the current data.
At The Charles Schwab Corporation's shareholder meeting held May 21, 2026, in the 2025-2026 proxy season, 1,426 asset managers reported how they voted on 7 ballot items in their SEC Form N-PX filings, covering 11,065 separate fund positions. On the most widely held item on that ballot — Advisory approval of named executive officer compensation — FOR was 93% 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: The Charles Schwab Corporation's Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on May 22, 2026.
The Charles Schwab Corporation proxy season coverage: 2023-2024 · 2024-2025 · 2025-2026 (this page).
Download data (CSV): ballot items · votes by manager · column guide.