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Charles Schwab 2025-2026: where it broke with the board

Two kinds of vote are listed: a board-sponsored proposal Charles Schwab voted AGAINST or withheld on, and a shareholder proposal it voted FOR, with the board’s recommendation on it where the filings show one. A FOR vote on a proposal the board supported, or took no position on, is listed and labelled, but it is not a vote against the board. One row is one proposal at one meeting; “funds” is how many of the manager’s funds or accounts voted that way.

Everything Only shareholder proposals it backed

6,004 proposals. The board-sponsored half of this list keeps the 6,000 proposals with the most funds behind them; the rest are in the interactive database. Every shareholder proposal it backed is listed in full.

Charles Schwab, 2025-2026 proxy season. Who put a proposal on the ballot is taken from the filer’s own N-PX answer (Item 1(h)), or, marked “inferred”, from its category and wording where the filing does not say; see how we count these.
CompanyMeetingProposalCategory On the ballot fromBoard recommendedCharles Schwab votedFunds
Salesforce, Inc. May 28, 2026 Election of Directors. Mason Morfit Director Elections Board AGAINST 14
Salesforce, Inc. May 28, 2026 Election of Directors. Neelie Kroes Director Elections Board AGAINST 14
SharkNinja, Inc. June 18, 2026 To approve, on a non-binding advisory basis, the compensation of our named executive officers. Say-on-Pay Board AGAINST 14
Southwest Airlines Co. May 7, 2026 Election of Directors: Christopher P. Reynolds Director Elections Board AGAINST 14
Southwest Airlines Co. May 7, 2026 Election of Directors: Lisa M. Atherton Director Elections Board AGAINST 14
Southwest Airlines Co. May 7, 2026 Election of Directors: Patricia A. Watson Director Elections Board AGAINST 14
Southwest Airlines Co. May 7, 2026 Election of Directors: Rakesh Gangwal Director Elections Board AGAINST 14
The Bank of New York Mellon Corporation April 14, 2026 Election of Directors: Joseph J. Echevarria Director Elections Board AGAINST 14
The Estee Lauder Companies Inc. November 13, 2025 Advisory vote to approve executive compensation. Say-on-Pay Board AGAINST 14
The Trade Desk, Inc. May 4, 2026 The approval, on a non-binding, advisory basis, the compensation of our named executive officers. Say-on-Pay Board AGAINST 14
Thermo Fisher Scientific Inc. May 20, 2026 Election of Directors: Dion J. Weisler Director Elections Board AGAINST 14
Wayfair Inc. May 21, 2026 A non-binding advisory resolution to approve executive compensation. Say-on-Pay Board AGAINST 14
Williams-Sonoma, Inc. June 18, 2026 Election of directors: William Ready Director Elections Board AGAINST 14
Wingstop Inc. May 21, 2026 Approve, on an advisory basis, the compensation of the Company's named executive officers. Say-on-Pay Board AGAINST 14
Workday, Inc. June 16, 2026 Election of Class II Directors: George J. Still, Jr. Director Elections Board AGAINST 14
Workday, Inc. June 16, 2026 Election of Class II Directors: Mark J. Hawkins Director Elections Board AGAINST 14
Workday, Inc. June 16, 2026 Election of Class II Directors: Wayne A.I. Frederick, M.D. Director Elections Board AGAINST 14
ADT Inc. May 27, 2026 Election of Directors To be elected for terms expiring in 2027: Nicole Bonsignore Director Elections Board WITHHOLD 13
ADT Inc. May 27, 2026 Election of Directors To be elected for terms expiring in 2027: Reed B. Rayman Director Elections Board WITHHOLD 13
American Financial Group, Inc. May 20, 2026 Elect Craig Lindner, Jr. Director Elections Board WITHHOLD 13
American Financial Group, Inc. May 20, 2026 Elect William W. Verity Director Elections Board WITHHOLD 13
CNA Financial Corporation April 29, 2026 Elect James S. Tisch Director Elections Board WITHHOLD 13
CenterPoint Energy, Inc. April 16, 2026 Election of Directors: Christopher H. Franklin Director Elections Board AGAINST 13
CenterPoint Energy, Inc. April 16, 2026 Election of Directors: Dean L. Seavers Director Elections Board AGAINST 13
CenterPoint Energy, Inc. April 16, 2026 Election of Directors: Thaddeus J. Malik Director Elections Board AGAINST 13
CenterPoint Energy, Inc. April 16, 2026 Election of Directors: Theodore F. Pound Director Elections Board AGAINST 13
CenterPoint Energy, Inc. April 16, 2026 Election of Directors: Wendy Montoya Cloonan Director Elections Board AGAINST 13
Charter Communications, Inc. April 21, 2026 Approval of the amendment increasing the number of shares in the Company's 2019 Stock Incentive Plan. Compensation Board AGAINST 13
Charter Communications, Inc. April 21, 2026 Election of Directors: Balan Nair Director Elections Board AGAINST 13
Charter Communications, Inc. April 21, 2026 Election of Directors: W. Lance Conn Director Elections Board AGAINST 13
Coty Inc. November 6, 2025 Approval, on an advisory (non-binding) basis, of the compensation of Coty Inc.'s named executive officers, as disclosed in the proxy statement Say-on-Pay Board AGAINST 13
Deckers Outdoor Corporation September 8, 2025 Election of Directors: Lauri M. Shanahan Director Elections Board AGAINST 13
Dell Technologies Inc. June 25, 2026 Elect Ellen J. Kullman Director Elections Board WITHHOLD 13
Dell Technologies Inc. June 25, 2026 Elect Lynn M. Vojvodich Radakovich Director Elections Board WITHHOLD 13
DuPont de Nemours, Inc. May 21, 2026 Election of Directors: Luther C. Kissam IV Director Elections Board ABSTAIN 13
Etsy, Inc. June 9, 2026 Approval of an amendment to our 2024 Equity Incentive Plan to increase the number of shares of our common stock available for issuance. Compensation Board AGAINST 13
Expedia Group, Inc. June 17, 2026 Election of Directors: Alex von Furstenberg Director Elections Board WITHHOLD 13
Expedia Group, Inc. June 17, 2026 Election of Directors: Alexandr Wang Director Elections Board WITHHOLD 13
Expedia Group, Inc. June 17, 2026 Election of Directors: Craig Jacobson Director Elections Board WITHHOLD 13
Halliburton Company May 20, 2026 Election of Directors: Tobi M. Edwards Young Director Elections Board AGAINST 13
Lam Research Corporation November 4, 2025 Election of Michael R. Cannon as Director Director Elections Board AGAINST 13
Lattice Semiconductor Corporation May 1, 2026 Election of Directors: James P. Lederer Director Elections Board AGAINST 13
Lennar Corporation April 8, 2026 Election of Directors to serve until the 2027 Annual Meeting of Stockholders: Amy Banse Director Elections Board AGAINST 13
Lennar Corporation April 8, 2026 Election of Directors to serve until the 2027 Annual Meeting of Stockholders: Dacona Smith Director Elections Board AGAINST 13
Lennar Corporation April 8, 2026 Election of Directors to serve until the 2027 Annual Meeting of Stockholders: Jeffrey Sonnenfeld Director Elections Board AGAINST 13
Lennar Corporation April 8, 2026 Election of Directors to serve until the 2027 Annual Meeting of Stockholders: Sherrill W. Hudson Director Elections Board AGAINST 13
Lennar Corporation April 8, 2026 Election of Directors to serve until the 2027 Annual Meeting of Stockholders: Teri P. McClure Director Elections Board AGAINST 13
Lennar Corporation April 8, 2026 Election of Directors to serve until the 2027 Annual Meeting of Stockholders: Theron (Tig) Gilliam Director Elections Board AGAINST 13
Linde plc July 29, 2025 Election of Directors: Dr. Victoria Ossadnik Director Elections Board AGAINST 13
Louisiana-Pacific Corporation May 1, 2026 Advisory vote to approve named executive officer compensation Say-on-Pay Board AGAINST 13
Match Group, Inc. June 16, 2026 To approve a non-binding advisory resolution on executive compensation. Say-on-Pay Board AGAINST 13
Medpace Holdings, Inc. May 15, 2026 Elect Brian T. Carley Director Elections Board WITHHOLD 13
Medpace Holdings, Inc. May 15, 2026 Elect Robert O. Kraft Director Elections Board WITHHOLD 13
Mohawk Industries, Inc. May 21, 2026 Election of Directors: Karen A. Smith Bogart Director Elections Board AGAINST 13
Oracle Corporation November 18, 2025 Elect Jeffrey O. Henley Director Elections Board WITHHOLD 13
Pinnacle Financial Partners, Inc. November 6, 2025 A proposal to approve, on an advisory (non-binding) basis, the merger-related compensation payments that will or may be paid to Pinnacle's named executive officers in connection with the transactions contemplated by the merger agreement. Say-on-Pay Board AGAINST 13
RBC Bearings Incorporated September 4, 2025 To consider a resolution regarding the stockholder advisory vote on named executive officer compensation. Say-on-Pay Board AGAINST 13
Rivian Automotive, Inc. June 22, 2026 Approval, on an advisory (non-binding) basis, of the compensation of our named executive officers in 2025. Say-on-Pay Board AGAINST 13
Somnigroup International Inc. May 13, 2026 Advisory vote to approve the compensation of named executive officers. Say-on-Pay Board AGAINST 13
TPG Inc. June 3, 2026 Advisory Vote to Approve Executive Compensation (Say-on-Pay) Say-on-Pay Board AGAINST 13
The Carlyle Group Inc. June 3, 2026 Non-Binding Vote to Approve Named Executive Officer Compensation ("Say-on-Pay") Say-on-Pay Board AGAINST 13
The Williams Companies, Inc. April 28, 2026 Election of Director for a One-Year Term: VACANT Director Elections Board ABSTAIN 13
TransDigm Group Incorporated March 5, 2026 Elect Gary E. McCullough Director Elections Board WITHHOLD 13
Trex Company, Inc. April 28, 2026 Non-binding advisory vote on executive compensation ("say-on-pay") Say-on-Pay Board AGAINST 13
Uber Technologies, Inc. May 4, 2026 Election of Directors: Nikesh Arora Director Elections Board AGAINST 13
Warner Bros. Discovery, Inc. June 9, 2026 Elect Anthony J. Noto Director Elections Board WITHHOLD 13
Warner Bros. Discovery, Inc. June 9, 2026 Elect Debra L. Lee Director Elections Board WITHHOLD 13
Warner Bros. Discovery, Inc. June 9, 2026 Elect Geoffrey Y. Yang Director Elections Board WITHHOLD 13
Warner Bros. Discovery, Inc. June 9, 2026 Elect Kenneth W. Lowe Director Elections Board WITHHOLD 13
Warner Bros. Discovery, Inc. June 9, 2026 Elect Paul A. Gould Director Elections Board WITHHOLD 13
Warner Bros. Discovery, Inc. June 9, 2026 Elect Richard W. Fisher Director Elections Board WITHHOLD 13
AECOM March 3, 2026 Election of Directors: Brad W. Buss Director Elections Board AGAINST 12
Air Products and Chemicals, Inc. January 28, 2026 Election of Directors: Tonit M. Calaway Director Elections Board AGAINST 12
AppLovin Corporation June 3, 2026 Election of Directors: Margaret H. Georgiadis Director Elections Board WITHHOLD 12
Applied Industrial Technologies, Inc. October 21, 2025 Election of Directors: Mary Dean Hall Director Elections Board WITHHOLD 12
BOK Financial Corporation May 5, 2026 Elect Alan S. Armstrong Director Elections Board WITHHOLD 12
CACI International Inc October 16, 2025 Election of Directors: Ryan D. McCarthy Director Elections Board AGAINST 12
Capital One Financial Corporation May 8, 2026 Election of Directors: Jennifer L. Wong Director Elections Board AGAINST 12
Choice Hotels International, Inc. May 21, 2026 Election of Directors: Ervin R. Shames Director Elections Board AGAINST 12
Constellation Energy Corporation April 28, 2026 Elect Alan S. Armstrong Director Elections Board WITHHOLD 12
Coty Inc. November 6, 2025 Election of Directors: Beatrice Ballini Director Elections Board WITHHOLD 12
Credit Acceptance Corporation June 10, 2026 Election of Directors: Glenda J. Flanagan Director Elections Board WITHHOLD 12
Credit Acceptance Corporation June 10, 2026 Election of Directors: Kenneth S. Booth Director Elections Board WITHHOLD 12
Credit Acceptance Corporation June 10, 2026 Election of Directors: Scott J. Vassalluzzo Director Elections Board WITHHOLD 12
DICK'S Sporting Goods, Inc. June 10, 2026 Election of Directors, each for a term that expires in 2027: Anne Fink Director Elections Board WITHHOLD 12
Dropbox, Inc. May 21, 2026 Elect Karen Peacock Director Elections Board WITHHOLD 12
Element Solutions Inc May 4, 2026 Advisory vote to approve the Company's 2025 executive compensation Say-on-Pay Board AGAINST 12
First Horizon Corporation April 28, 2026 Ratification of appointment of KPMG LLP as auditors. Audit-related Board AGAINST 12
Hamilton Lane Incorporated September 4, 2025 Advisory, non-binding vote to approve named executive officer compensation. Say-on-Pay Board AGAINST 12
Houlihan Lokey, Inc. September 17, 2025 Election of Class I Directors: Paul A. Zuber Director Elections Board WITHHOLD 12
Janus Henderson Group plc May 29, 2026 Advisory Say-on-Pay Vote on Executive Compensation. Say-on-Pay Board AGAINST 12
Lumentum Holdings Inc. November 19, 2025 Election of Directors: Julia S. Johnson Director Elections Board AGAINST 12
Lumentum Holdings Inc. November 19, 2025 To approve the 2025 Equity Incentive Plan. Compensation Board AGAINST 12
Marvell Technology, Inc. June 25, 2026 An advisory (non-binding) vote to approve compensation of our named executive officers. Say-on-Pay Board AGAINST 12
NIKE, Inc. September 9, 2025 Class B director nominees: To elect a Board of Directors for the ensuing year: John Rogers, Jr. Director Elections Board WITHHOLD 12
OGE Energy Corp. May 14, 2026 Election of Directors: Luther C. Kissam, IV Director Elections Board AGAINST 12
Pilgrim's Pride Corporation April 29, 2026 A stockholder proposal to provide a political spending disclosure. Other Social Issues Shareholder Against FOR 12
Pilgrim's Pride Corporation April 29, 2026 Election of Directors: Joesley Mendonca Batista Director Elections Board WITHHOLD 12
Pilgrim's Pride Corporation April 29, 2026 Election of Directors: Wesley Mendonca Batista Director Elections Board WITHHOLD 12
Rocket Companies, Inc. June 10, 2026 Elect Matthew Rizik Director Elections Board WITHHOLD 12

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Built October 18, 2026 from SEC Form N-PX filings.