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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
Robert Half Inc. May 13, 2026 Election of Directors: Director Withdrawn Director Elections Board ABSTAIN 9
SL Green Realty Corp. June 2, 2026 Election of Directors: Andrew W. Mathias Director Elections Board AGAINST 9
SL Green Realty Corp. June 2, 2026 Election of Directors: Lauren B. Dillard Director Elections Board AGAINST 9
SL Green Realty Corp. June 2, 2026 Election of Directors: Peggy Lamb Director Elections Board AGAINST 9
SailPoint, Inc. June 4, 2026 To elect three Class I directors to hold office until the 2029 Annual Meeting of Stockholders or until their successors are duly elected and qualified: William Bock Director Elections Board WITHHOLD 9
Strategy Inc. June 8, 2026 Elect Carl J. Rickertsen Director Elections Board WITHHOLD 9
Summit Therapeutics Inc. June 10, 2026 Approval of an amendment to the Summit Therapeutics Inc. 2020 Stock Incentive Plan to Increase the Number of Shares of Common Stock. Compensation Board AGAINST 9
Summit Therapeutics Inc. June 10, 2026 Elect Kenneth A. Clark Director Elections Board WITHHOLD 9
Tempus AI, Inc. May 21, 2026 Elect Theodore J. Leonsis Director Elections Board WITHHOLD 9
The Chefs' Warehouse, Inc. May 8, 2026 To approve, on a non-binding, advisory basis, the compensation of our named executive officers as disclosed in the 2026 Proxy Statement. Say-on-Pay Board AGAINST 9
Versant Media Group, Inc. June 25, 2026 Elect Maritza Gomez Montiel Director Elections Board WITHHOLD 9
Virtus Investment Partners, Inc. May 20, 2026 Election of Directors: Timothy A. Holt Director Elections Board WITHHOLD 9
WesBanco, Inc. April 15, 2026 To approve an advisory (non-binding) vote on compensation paid to Wesbanco's named executive officers in 2025. Say-on-Pay Board AGAINST 9
AMC Entertainment Holdings, Inc. December 10, 2025 Say on Pay - An advisory vote to approve the compensation of named executive officers. Say-on-Pay Board AGAINST 8
AMC Global Media Inc. June 16, 2026 Elect Carl E. Vogel Director Elections Board WITHHOLD 8
AMN Healthcare Services, Inc. May 1, 2026 To approve, by non-binding advisory vote, the compensation paid to our named executive officers. Say-on-Pay Board AGAINST 8
Acadian Asset Management Inc. June 11, 2026 Election of Directors: Andrew Kim Director Elections Board AGAINST 8
AngloGold Ashanti plc May 5, 2026 Resolution 7 - Re-election of director To re-elect Ms Gillian Doran as a director. Director Elections Board AGAINST 8
Arbor Realty Trust, Inc. May 20, 2026 Advisory vote to approve the compensation of Arbor Realty Trust, Inc.'s named executive officers as disclosed in the proxy statement. Say-on-Pay Board AGAINST 8
Astera Labs, Inc. June 4, 2026 Elect Michael E. Hurlston Director Elections Board WITHHOLD 8
Aurora Innovation, Inc. May 21, 2026 Election of Directors: Gloria Boyland Director Elections Board WITHHOLD 8
Axos Financial, Inc. November 13, 2025 Election of Directors: James J. Court Director Elections Board WITHHOLD 8
Axos Financial, Inc. November 13, 2025 Election of Directors: Stefani D. Carter Director Elections Board WITHHOLD 8
Axos Financial, Inc. November 13, 2025 To approve an amendment to the Amended and Restated 2014 Stock Incentive Plan. Compensation Board AGAINST 8
Boston Beer Company, Inc. May 27, 2026 Elect Meghan V. Joyce Director Elections Board WITHHOLD 8
Box, Inc. June 25, 2026 To approve an amendment to our Amended and Restated 2015 Equity Incentive Plan to increase the number of shares reserved for issuance by 7,200,000 shares. Compensation Board AGAINST 8
Cal-Maine Foods, Inc. October 3, 2025 Election of Class I Directors: Camille S. Young Director Elections Board WITHHOLD 8
Capri Holdings Limited August 7, 2025 Election of Directors: Judy Gibbons Director Elections Board AGAINST 8
Carter's, Inc. May 13, 2026 Election of nine nominated directors: Douglas C. Palladini Director Elections Board ABSTAIN 8
Claritev Corporation April 29, 2026 Advisory vote to approve the compensation of our named executive officers. Say-on-Pay Board AGAINST 8
Clarivate Plc May 14, 2026 Re-election of directors: Andrew Snyder Director Elections Board AGAINST 8
Claros Mortgage Trust, Inc. June 3, 2026 Elect Andrew M. Silberstein Director Elections Board WITHHOLD 8
Cloudflare, Inc. June 30, 2026 Approval and adoption of amendments to establish the Class C common stock. Capital Structure Board AGAINST 8
Cloudflare, Inc. June 30, 2026 Approval and adoption of amendments to implement a stock split in which (i) each share of Class A common stock would become one share of Class A common stock and one share of Class C common stock; and (ii) each share of Class B common stock would become one share of Class B common stock and one share of Class C common stock. Capital Structure Board AGAINST 8
Cloudflare, Inc. June 30, 2026 Approval and adoption of amendments to increase the number of authorized shares of Class A common stock from 2,250,000,000 to 4,500,000,000. Capital Structure Board AGAINST 8
Cloudflare, Inc. June 30, 2026 Approval of the amendment and restatement of our 2019 Equity Incentive Plan. Compensation Board AGAINST 8
Cloudflare, Inc. June 30, 2026 Approval of the amendment and restatement of our Amended and Restated 2019 Employee Stock Purchase Plan. Compensation Board AGAINST 8
Cloudflare, Inc. June 30, 2026 Elect Karim Lakhani Director Elections Board WITHHOLD 8
Cogent Communications Holdings, Inc. May 1, 2026 To hold an advisory vote to approve named executive officer compensation. Say-on-Pay Board AGAINST 8
Compass Minerals International, Inc. March 5, 2026 Approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay Board AGAINST 8
Compass, Inc. May 14, 2026 Election of Class II Directors: Charles Phillips Director Elections Board AGAINST 8
Designer Brands Inc. June 17, 2026 Elect Peter S. Cobb Director Elections Board WITHHOLD 8
DigitalBridge Group, Inc. April 23, 2026 To approve, on a non-binding, advisory basis, certain compensation that will or may be paid by DigitalBridge to its named executive officers that is based on or otherwise relates to the mergers. Say-on-Pay Board AGAINST 8
DigitalBridge Group, Inc. May 28, 2026 To approve, on a non-binding, advisory basis, named executive officer compensation Say-on-Pay Board AGAINST 8
DraftKings Inc. May 12, 2026 Elect Woodrow H. Levin Director Elections Board WITHHOLD 8
Enviri Corporation May 4, 2026 A Proposal to approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to Enviri's named executive officers in connection with the transactions contemplated by the Merger Agreement and the Separation Agreement. Say-on-Pay Board AGAINST 8
Flowers Foods, Inc. May 29, 2026 Election of Directors to Serve for One-Year Term: Sterling A. Spainhour Director Elections Board AGAINST 8
Gray Media, Inc. May 6, 2026 Elect Richard B. Hare Director Elections Board WITHHOLD 8
Heidrick & Struggles International, Inc. December 5, 2025 To approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to Heidrick's named executive officers that is based on or otherwise relates to the Merger Agreement and the transactions contemplated thereby. Say-on-Pay Board AGAINST 8
Herbalife Ltd. April 30, 2026 Election of Directors: Des Walsh Director Elections Board AGAINST 8
Hilltop Holdings Inc. July 24, 2025 Non-binding advisory vote to approve executive compensation. Say-on-Pay Board AGAINST 8
IDT Corporation December 11, 2025 Election of Directors: Eric F. Cosentino Director Elections Board AGAINST 8
IDT Corporation December 11, 2025 Election of Directors: Judah Schorr Director Elections Board AGAINST 8
IDT Corporation December 11, 2025 To approve an amendment to the IDT Corporation 2024 Equity Incentive Plan that will increase the number of shares of the Company's Class B Common Stock available for the grant of awards thereunder by an additional 175,000. Compensation Board AGAINST 8
Ingles Markets, Incorporated April 30, 2026 Company's proposal to approve, by non-binding vote, executive compensation of the Company's named executive officers. Say-on-Pay Board AGAINST 8
Innoviva, Inc. May 4, 2026 Election of Director to serve until the 2027 Annual Meeting of Stockholders: Mark A. DiPaolo, Esq. Director Elections Board AGAINST 8
Interparfums, Inc. September 10, 2025 Elect Francois Heilbronn Director Elections Board WITHHOLD 8
Interparfums, Inc. September 10, 2025 Elect Herve Bouillonnec Director Elections Board WITHHOLD 8
James Hardie Industries plc October 29, 2025 Approve Increase in NEDs' Fee Cap Compensation Board AGAINST 8
James Hardie Industries plc October 29, 2025 Elect Gary E. Hendrickson Director Elections Board AGAINST 8
James Hardie Industries plc October 29, 2025 Elect Howard C. Heckes Director Elections Board AGAINST 8
James Hardie Industries plc October 29, 2025 Equity Grant (CEO Aaron Erter - FY2026 ROCE RSUs) Compensation Board AGAINST 8
James Hardie Industries plc October 29, 2025 Re-elect Anne H. Lloyd Director Elections Board AGAINST 8
James Hardie Industries plc October 29, 2025 Re-elect Peter-John (PJ) Davis Director Elections Board AGAINST 8
James Hardie Industries plc October 29, 2025 Re-elect Rada Rodriguez Director Elections Board AGAINST 8
James Hardie Industries plc October 29, 2025 Remuneration Report Compensation Board AGAINST 8
Lakeland Financial Corporation April 14, 2026 Election of Directors: A. Faraz Abbasi Director Elections Board WITHHOLD 8
Lakeland Financial Corporation April 14, 2026 Election of Directors: Bradley J. Toothaker Director Elections Board WITHHOLD 8
Millrose Properties, Inc. May 18, 2026 Election of Directors: Carlos A. Migoya (Chair) Director Elections Board AGAINST 8
Millrose Properties, Inc. May 18, 2026 Election of Directors: Kathleen B. Lynch Director Elections Board AGAINST 8
Millrose Properties, Inc. May 18, 2026 Election of Directors: M. Allison Mincey Director Elections Board AGAINST 8
Millrose Properties, Inc. May 18, 2026 Election of Directors: Patrick J. Bartels Director Elections Board AGAINST 8
Nabors Industries Ltd. June 2, 2026 Approval, on a non-binding, advisory basis, of the compensation paid by the Company to its named executive officers. Say-on-Pay Board AGAINST 8
OSI Systems, Inc. December 11, 2025 Election of Directors: Gerald Chizever Director Elections Board AGAINST 8
Pacific Premier Bancorp, Inc. July 21, 2025 Approve, On An Advisory (Non-Binding) Basis, The Merger-Related Compensation Payments That Will Or May Be Paid To The Named Executive Officers Of Pacific Premier In Connection With The Transactions Contemplated By The Merger Agreement. Say-on-Pay Board AGAINST 8
Pacira BioSciences, Inc. June 9, 2026 Approval of our Amended and Restated 2011 Stock Incentive Plan. Compensation Board AGAINST 8
Peloton Interactive, Inc. December 9, 2025 Election of Directors: Chris Bruzzo Director Elections Board WITHHOLD 8
Petco Health and Wellness Company, Inc. July 24, 2025 To approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers. Say-on-Pay Board AGAINST 8
Petco Health and Wellness Company, Inc. June 30, 2026 To approve, on a non-binding, advisory basis, the compensation of our named executive officers. Say-on-Pay Board AGAINST 8
Photronics, Inc. April 8, 2026 Elect Constantine S. Macricostas Director Elections Board WITHHOLD 8
ProPetro Holding Corp. May 19, 2026 Elect Alex V. Volkov Director Elections Board WITHHOLD 8
Schneider National, Inc. April 30, 2026 Approval of amended and restated 2017 Schneider National, Inc. Omnibus Incentive Compensation Plan. Compensation Board AGAINST 8
Schneider National, Inc. April 30, 2026 Elect John A.C. Swainson Director Elections Board WITHHOLD 8
Select Medical Holdings Corporation June 26, 2026 To consider and vote on the proposal to approve, on a non-binding, advisory basis, the compensation that will or may become payable by the Company to its named executive officers in connection with the Merger (the "Compensation Proposal"). Say-on-Pay Board AGAINST 8
Sinclair, Inc. June 4, 2026 Approval, by non-binding advisory vote, on our executive compensation. Say-on-Pay Board AGAINST 8
Sonic Automotive, Inc. April 29, 2026 Approval of the amendment and restatement of the Sonic Automotive, Inc. 2012 Formula Restricted Stock and Deferral Plan for Non-Employee Directors. Compensation Board AGAINST 8
Stitch Fix, Inc. December 11, 2025 Advisory vote to approve executive compensation. Say-on-Pay Board AGAINST 8
TEGNA Inc. November 18, 2025 To approve, on an advisory (non-binding basis), the compensation that may be paid or become payable to TEGNA's named executive officers that is based on or otherwise related to the Merger Agreement and the transactions contemplated by the Merger Agreement. Say-on-Pay Board AGAINST 8
TTM Technologies, Inc. May 7, 2026 To elect class II Directors: Julie S. England Director Elections Board AGAINST 8
Teladoc Health, Inc. May 21, 2026 Elect nine directors, each for a term of one year: David B. Snow, Jr. Director Elections Board AGAINST 8
The GEO Group, Inc. April 28, 2026 Advisory vote to approve named executive officer compensation. Say-on-Pay Board AGAINST 8
The Scotts Miracle-Gro Company January 26, 2026 Approval of an amendment and restatement of The Scotts Miracle-Gro Company Long-Term Incentive Plan to, among other things, increase the maximum number of common shares available for grant to participants. Compensation Board AGAINST 8
Tri Pointe Homes, Inc. April 16, 2026 To approve, on a non-binding, advisory basis, 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 Merger Agreement and the transactions contemplated therein. Say-on-Pay Board AGAINST 8
Triumph Financial, Inc. April 23, 2026 Management Proposal Regarding Advisory Approval of the Company's Executive Compensation Say-on-Pay Board AGAINST 8
TrueBlue, Inc. May 11, 2026 Advisory (Non-Binding) vote Approving Executive Compensation Say-on-Pay Board AGAINST 8
UiPath, Inc. June 25, 2026 Election of Director to hold office until our Annual Meeting of Stockholders in 2027: Director Withdrawn Director Elections Board WITHHOLD 8
Under Armour, Inc. September 3, 2025 Elect Eric T. Olson Director Elections Board WITHHOLD 8
Victoria's Secret & Co. June 11, 2026 To elect ten directors to serve until the 2027 annual meeting of stockholders: Mariam Naficy Director Elections Board ABSTAIN 8
Weatherford International plc June 11, 2026 To approve a capital reduction under sections 84 to 86 of the Companies Act to effect the cancellation of Weatherford-Ireland ordinary shares contemplated by the Scheme of Arrangement. Capital Structure Board AGAINST 8
Weatherford International plc June 11, 2026 To approve the terms of an initial subscription, allotment and issue of one, or more, Weatherford-Ireland ordinary shares to Weatherford International Corp ("Weatherford-US") in connection with the Scheme of Arrangement. Capital Structure Board AGAINST 8

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