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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
Royalty Pharma Plc June 4, 2026 Election of Directors: Vlad Coric, M.D. Director Elections Board AGAINST 12
Service Corporation International May 6, 2026 Election of Directors: Anthony L. Coelho Director Elections Board AGAINST 12
Service Corporation International May 6, 2026 Election of Directors: C. Park Shaper Director Elections Board AGAINST 12
Service Corporation International May 6, 2026 Election of Directors: Sara Martinez Tucker Director Elections Board AGAINST 12
Service Corporation International May 6, 2026 Election of Directors: Victor L. Lund Director Elections Board AGAINST 12
ServiceNow, Inc. May 21, 2026 Election of Directors: Eric S. Yuan Director Elections Board AGAINST 12
Snowflake Inc. July 2, 2025 To approve, on a non-binding advisory basis, the compensation of our named executive officers. Say-on-Pay Board AGAINST 12
Snowflake Inc. June 29, 2026 To approve, on a non-binding advisory basis, the compensation of our named executive officers. Say-on-Pay Board AGAINST 12
TPG Inc. June 3, 2026 Election of Directors Nominees: Mary Cranston Director Elections Board WITHHOLD 12
The Carlyle Group Inc. June 3, 2026 Approval of The Carlyle Group Inc. Amended and Restated 2012 Equity Incentive Plan Compensation Board AGAINST 12
The Carlyle Group Inc. June 3, 2026 Elect Anthony Welters Director Elections Board WITHHOLD 12
The Carlyle Group Inc. June 3, 2026 Elect Derica W. Rice Director Elections Board WITHHOLD 12
The Carlyle Group Inc. June 3, 2026 Elect Lawton W. Fitt Director Elections Board WITHHOLD 12
The Carlyle Group Inc. June 3, 2026 Elect Mark S. Ordan Director Elections Board WITHHOLD 12
Toll Brothers, Inc. March 10, 2026 Election of Directors: Wendell E. Pritchett Director Elections Board AGAINST 12
Wayfair Inc. May 21, 2026 Election of Directors: Michael Kumin Director Elections Board ABSTAIN 12
Wayfair Inc. May 21, 2026 To approve Amendment No. 1 to the Wayfair Inc. 2023 Incentive Award Plan. Compensation Board AGAINST 12
American Assets Trust, Inc. June 1, 2026 Elect Joy L. Schaefer Director Elections Board WITHHOLD 11
Boyd Gaming Corporation May 7, 2026 Elect William R. Boyd Director Elections Board WITHHOLD 11
Corcept Therapeutics Incorporated May 21, 2026 To approve an amendment to the Corcept Therapeutics Incorporated 2024 Incentive Award Plan to increase the number of shares available thereunder and clarify certain other language in the plan. Compensation Board AGAINST 11
Cushman & Wakefield plc July 15, 2025 To approve Advisory Resolution No. 4, Bye-law Provision: Authorization of Preference Shares, a proposal seeking our Shareholders' views, on a non-binding, advisory basis, on the authorization of preference shares in the New Cushman & Wakefield Bye-laws. Capital Structure Board AGAINST 11
Essent Group Ltd. May 6, 2026 Elect William L. Spiegel Director Elections Board WITHHOLD 11
First Citizens BancShares, Inc. May 4, 2026 Elect Robert T. Newcomb Director Elections Board WITHHOLD 11
Globus Medical, Inc. June 3, 2026 Approval of an amendment to the Globus Medical, Inc. 2021 Equity Incentive Plan to increase the number of authorized shares thereunder by 1,000,000. Compensation Board AGAINST 11
HEICO Corporation March 13, 2026 Election Of Heico's Board of Directors For The Ensuing Year: Mark H. Hildebrandt Director Elections Board AGAINST 11
Hamilton Lane Incorporated September 4, 2025 Elect Hartley R. Rogers Director Elections Board WITHHOLD 11
Hubspot, Inc. June 15, 2026 Election of Directors: Claire Hughes Johnson Director Elections Board AGAINST 11
Marvell Technology, Inc. June 25, 2026 Election of Directors. Daniel Durn Director Elections Board ABSTAIN 11
Medical Properties Trust, Inc. May 28, 2026 To approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers. Say-on-Pay Board AGAINST 11
Moelis & Company June 25, 2026 To approve, on an advisory basis, the compensation of our Named Executive Officers. Say-on-Pay Board AGAINST 11
Mr. Cooper Group Inc. September 3, 2025 To approve, on an advisory (non-binding) basis, the compensation that may be paid or become payable to Mr. Cooper's named executive officers that is based on or otherwise related to the mergers (the "merger-related compensation proposal"). Say-on-Pay Board AGAINST 11
Newmark Group, Inc. December 30, 2025 Approval, on an advisory basis, of executive compensation. Say-on-Pay Board AGAINST 11
RingCentral, Inc. December 31, 2025 To approve, on an advisory, non-binding basis, the named executive officers' compensation, as disclosed in the proxy statement (Proposal Three). Say-on-Pay Board AGAINST 11
Seagate Technology Holdings plc October 25, 2025 Election of Director: Michael R. Cannon Director Elections Board AGAINST 11
Seagate Technology Holdings plc October 25, 2025 Election of Director: Thomas A. Szlosek Director Elections Board AGAINST 11
Shift4 Payments, Inc. June 12, 2026 Approval, on an advisory (non-binding) basis, of the compensation of the Company's named executive officers. Say-on-Pay Board AGAINST 11
Watts Water Technologies, Inc. May 19, 2026 Elect Michael J. Dubose Director Elections Board WITHHOLD 11
AST SpaceMobile, Inc. November 21, 2025 To approve the Amended and Restated AST SpaceMobile, Inc. 2024 Incentive Award Plan to increase the number of shares of the Company's Class A Common Stock available for issuance thereunder and to extend the term of the plan. Compensation Board AGAINST 10
Avanos Medical, Inc. April 21, 2026 Advisory vote to approve named executive officer compensation. Say-on-Pay Board AGAINST 10
Carvana Co. May 5, 2026 Election of Directors: Neha Parikh Director Elections Board WITHHOLD 10
Carvana Co. May 5, 2026 To approve the Carvana Co. 2026 Omnibus Incentive Plan. Compensation Board AGAINST 10
Cloudflare, Inc. June 30, 2026 Approval, on an advisory basis, of the compensation of our named executive officers. Say-on-Pay Board AGAINST 10
Douglas Emmett, Inc. May 28, 2026 To approve, in a non-binding advisory vote, our executive compensation. Say-on-Pay Board AGAINST 10
Enphase Energy, Inc. May 13, 2026 Elect Benjamin Kortlang Director Elections Board WITHHOLD 10
Innovative Industrial Properties, Inc. June 9, 2026 Approval on a non-binding advisory basis of the compensation of the Company's named executive officers. Say-on-Pay Board AGAINST 10
IonQ, Inc. June 16, 2026 To approve, on an advisory basis, the compensation of our named executive officers in 2025. Say-on-Pay Board AGAINST 10
Kite Realty Group Trust May 14, 2026 Election of Trustees: Steven P. Grimes Director Elections Board AGAINST 10
Lazard, Inc. May 21, 2026 Approval of the amendment to the Lazard Inc. 2018 Incentive Compensation Plan. Compensation Board AGAINST 10
Medical Properties Trust, Inc. May 28, 2026 To elect nine directors: D. Paul Sparks, Jr. Director Elections Board AGAINST 10
Moelis & Company June 25, 2026 Election of Directors: Laila J. Worrell Director Elections Board AGAINST 10
Paramount Group, Inc. December 16, 2025 To approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to the Company's named executive officers in connection with the mergers. Say-on-Pay Board AGAINST 10
Procore Technologies, Inc. June 4, 2026 To approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers Say-on-Pay Board AGAINST 10
Roblox Corporation May 28, 2026 Advisory Vote on the Compensation of our Named Executive Officers. Say-on-Pay Board AGAINST 10
Roivant Sciences Ltd. September 10, 2025 To cast a non-binding, advisory vote to approve the compensation of our named executive officers. Say-on-Pay Board AGAINST 10
Rubrik, Inc. June 3, 2026 Elect Ravi Mhatre Director Elections Board WITHHOLD 10
SL Green Realty Corp. June 2, 2026 To approve, on a non-binding advisory basis, our executive compensation. Say-on-Pay Board AGAINST 10
Sanmina Corporation March 9, 2026 To elect eight directors of Sanmina Corporation: Krish A. Pranbu Director Elections Board AGAINST 10
Sanmina Corporation March 9, 2026 To elect eight directors of Sanmina Corporation: Mythili Sankran Director Elections Board AGAINST 10
Shift4 Payments, Inc. June 12, 2026 Approval of the Company's 2026 Employee Stock Purchase Plan. Compensation Board AGAINST 10
Summit Therapeutics Inc. June 10, 2026 Approval, by a non-binding advisory vote, of the compensation of our named executive officers. Say-on-Pay Board AGAINST 10
UFP Industries, Inc. April 22, 2026 To elect three directors to serve until 2029:Michael G. Wooldridge Director Elections Board AGAINST 10
Veris Residential, Inc. May 21, 2026 To approve, by a non-binding advisory vote, the compensation that may be paid or become payable to the Company's named executive officers that is based on or otherwise relates to the Transactions, including the Mergers. Say-on-Pay Board AGAINST 10
AMC Global Media Inc. June 16, 2026 An advisory vote on Named Executive Officer compensation Say-on-Pay Board AGAINST 9
Axos Financial, Inc. November 13, 2025 To approve in a non-binding and advisory vote, the compensation of the Company's Named Executive Officers as disclosed in the proxy statement. Say-on-Pay Board AGAINST 9
Bank of Hawaii Corporation April 24, 2026 Say on Pay - An advisory vote on executive compensation. Say-on-Pay Board AGAINST 9
Bentley Systems, Incorporated May 21, 2026 Election of Directors: Kirk B. Griswold Director Elections Board WITHHOLD 9
Boston Beer Company, Inc. May 27, 2026 Advisory vote to approve our named executive officers' executive compensation. Say-on-Pay Board AGAINST 9
CVR Energy, Inc. June 4, 2026 Approve, on an advisory basis, our Named Executive Officer Compensation Say-on-Pay Board AGAINST 9
Circle Internet Group, Inc. May 14, 2026 Election of Three Class I Directors: Craig Broderick Director Elections Board AGAINST 9
Circle Internet Group, Inc. May 14, 2026 Election of Three Class I Directors: Jeremy Allaire Director Elections Board AGAINST 9
Clearway Energy, Inc. April 29, 2026 Elect Daniel B. More Director Elections Board WITHHOLD 9
Clearway Energy, Inc. April 29, 2026 To approve a Second Amended and Restated Certificate of Incorporation of Clearway Energy, Inc. (the "Amended Charter") that would amend and restate Clearway Energy, Inc.'s Amended and Restated Certificate of Incorporation (the "Existing Charter") to (i) provide that each share of the Company's Class A common stock, par value $0.01 per share (the "Class A common stock"), will be convertible into one share of the Company's Class C common stock, par value $0.01 per share (the "Class C common stock"), (ii) provide that such conversion (the "Class A Conversion") will occur automatically at 12:01 a.m., Eastern Time, on the second business day following the filing of the Amended Charter, (iii) provide that, from and after the Class A Conversion, the Company will not have authority to issue or reissue shares of Class A common stock and certain provisions of our Existing Charter relating to the Class A common stock will have no further force or effect, (iv) reduce the total number of authorized shares of Class A common stock from 500,000,000 to 34,613,853 and (v) update certain other historical matters, in each case as described in this Proxy Statement. Capital Structure Board AGAINST 9
CoreWeave, Inc. June 8, 2026 Election of Class I Director: Michael Intrator Director Elections Board WITHHOLD 9
Douglas Emmett, Inc. May 28, 2026 Elect Shirley Wang Director Elections Board WITHHOLD 9
Douglas Emmett, Inc. May 28, 2026 Elect William E. Simon, Jr. Director Elections Board WITHHOLD 9
Douglas Emmett, Inc. May 28, 2026 To approve the Douglas Emmett, Inc. 2026 Omnibus Stock Incentive Plan. Compensation Board AGAINST 9
Glaukos Corporation May 28, 2026 Approval, on an advisory basis, of the compensation of the Company's named executive officers. Say-on-Pay Board AGAINST 9
Home Bancshares, Inc. April 16, 2026 Election of Directors: Jim Rankin, Jr. Director Elections Board WITHHOLD 9
Huntsman Corporation April 29, 2026 Election of Director: Jose Munoz Director Elections Board AGAINST 9
IPG Photonics Corporation May 12, 2026 Advisory approval of our executive compensation Say-on-Pay Board AGAINST 9
IonQ, Inc. June 16, 2026 To elect two Class II directors to hold office until our 2029 Annual Meeting of Stockholders and until a successor is duly elected and qualified or until earlier resignation or removal. Kathryn K. Chou Director Elections Board WITHHOLD 9
Lionsgate Studios Corp. March 17, 2026 Election of Directors: Emily Fine Director Elections Board WITHHOLD 9
Lionsgate Studios Corp. March 17, 2026 Election of Directors: Gordon Crawford Director Elections Board WITHHOLD 9
Lionsgate Studios Corp. March 17, 2026 Election of Directors: Harry E. Sloan Director Elections Board WITHHOLD 9
Lionsgate Studios Corp. March 17, 2026 Election of Directors: John D. Harkey Director Elections Board WITHHOLD 9
Lionsgate Studios Corp. March 17, 2026 Election of Directors: Jon Feltheimer Director Elections Board WITHHOLD 9
Lionsgate Studios Corp. March 17, 2026 Election of Directors: Mark H. Rachesky Director Elections Board WITHHOLD 9
Lionsgate Studios Corp. March 17, 2026 Election of Directors: Michael T. Fries Director Elections Board WITHHOLD 9
Lionsgate Studios Corp. March 17, 2026 Election of Directors: Richard Rosenblatt Director Elections Board WITHHOLD 9
Lionsgate Studios Corp. March 17, 2026 Election of Directors: Susan McCaw Director Elections Board WITHHOLD 9
Lionsgate Studios Corp. March 17, 2026 Election of Directors: Yvette Ostolaza Director Elections Board WITHHOLD 9
NIQ Global Intelligence plc May 21, 2026 To elect, by separate resolutions, the following four Class I director nominees to the board of directors, to serve until the conclusion of the Company's 2029 annual general meeting: Gabriela Weiss Director Elections Board AGAINST 9
Newell Brands Inc. May 7, 2026 Approve an advisory resolution on named executive officer compensation. Say-on-Pay Board AGAINST 9
Newmark Group, Inc. December 30, 2025 Elect Jay Itzkowitz Director Elections Board WITHHOLD 9
Newmark Group, Inc. December 30, 2025 Elect Kenneth A. McIntyre Director Elections Board WITHHOLD 9
Newmark Group, Inc. December 30, 2025 Elect Virginia S. Bauer Director Elections Board WITHHOLD 9
PotlatchDeltic Corporation January 27, 2026 The PotlatchDeltic merger-related compensation proposal: A proposal to approve, on a non-binding advisory basis, the compensation that may be paid or become payable to the named executive officers of PotlatchDeltic in connection with the transactions contemplated by the merger agreement. Say-on-Pay Board AGAINST 9
RingCentral, Inc. December 31, 2025 Elect Kenneth A. Goldman Director Elections Board WITHHOLD 9
RingCentral, Inc. December 31, 2025 Elect Pratik S. Bhatt Director Elections Board WITHHOLD 9
RingCentral, Inc. December 31, 2025 Elect Robert Theis Director Elections Board WITHHOLD 9

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