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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
Weatherford International plc June 11, 2026 To authorize the directors of Weatherford-Ireland to allot and issue further new Weatherford-Ingland ordinary shares to Weatherford-US in connection with the Scheme of Arrangement to be paid up by the application of certain reserves as described in the Scheme of Arrangement. Capital Structure Board AGAINST 8
World Acceptance Corporation August 20, 2025 Elect Scott J. Vassalluzzo Director Elections Board WITHHOLD 8
agilon health, inc. June 2, 2026 Approval, by advisory vote, of the compensation paid to the Company's named executive officers. Say-on-Pay Board AGAINST 8
eXp World Holdings, Inc. May 8, 2026 Election of Directors to serve for a one-year term expiring in 2027: Peggie Pelosi Director Elections Board AGAINST 8
iHeartMedia, Inc. June 4, 2026 The approval, on an advisory (non-binding) basis, of the compensation of our named executive officers. Say-on-Pay Board AGAINST 8
A-Mark Precious Metals, Inc. November 12, 2025 Elect Monique Sanchez Director Elections Board WITHHOLD 7
AMN Healthcare Services, Inc. May 1, 2026 Election of directors Sylvia D. Trent-Adams Director Elections Board AGAINST 7
Arbor Realty Trust, Inc. May 20, 2026 Election of Directors: Carrie Wilkens Director Elections Board AGAINST 7
Arbor Realty Trust, Inc. May 20, 2026 Election of Directors: Melvin F. Lazar Director Elections Board AGAINST 7
Archer Aviation Inc. June 26, 2026 Approval, on a non-binding advisory basis, of the compensation of our named executive officers. Say-on-Pay Board AGAINST 7
Arko Corp. June 4, 2026 Elect Andrew R. Heyer Director Elections Board WITHHOLD 7
Arko Corp. June 4, 2026 Elect Sherman K. Edmiston III Director Elections Board WITHHOLD 7
Astrana Health, Inc. June 10, 2026 Elect J. Lorraine Estradas Director Elections Board WITHHOLD 7
Atlassian Corporation December 2, 2025 Approval of an amendment and restatement to our 2015 Employee Share Purchase Plan. Compensation Board AGAINST 7
Atlassian Corporation December 2, 2025 Approval of an amendment and restatement to our 2015 Share Incentive Plan. Compensation Board AGAINST 7
Atlassian Corporation December 2, 2025 Election of Directors: Richard P. Wong Director Elections Board AGAINST 7
Azenta, Inc. January 28, 2026 Elect Dipal Doshi Director Elections Board WITHHOLD 7
BlueLinx Holdings Inc. May 14, 2026 Election of Directors: Anuj Dhanda Director Elections Board AGAINST 7
BlueLinx Holdings Inc. May 14, 2026 Election of Directors: Mitchell B. Lewis Director Elections Board AGAINST 7
Bollore SE May 27, 2026 2025 Remuneration Report Compensation Board AGAINST 7
Bollore SE May 27, 2026 2025 Remuneration of Cyrille Bollore, Chair and CEO Compensation Board AGAINST 7
Bollore SE May 27, 2026 2026 Remuneration Policy (Board of Directors) Compensation Board AGAINST 7
Bollore SE May 27, 2026 2026 Remuneration Policy (Chair and CEO) Compensation Board AGAINST 7
Bollore SE May 27, 2026 Elect Elsa Berst Director Elections Board AGAINST 7
Brookdale Senior Living Inc. July 11, 2025 Election of Directors: Lee S. Wielansky Director Elections Board WITHHOLD 7
Brookdale Senior Living Inc. July 11, 2025 Election of Directors: Victoria L. Freed Director Elections Board WITHHOLD 7
Cable One, Inc. May 14, 2026 To approve the Cable One, Inc. 2026 Omnibus Incentive Compensation Plan. Compensation Board AGAINST 7
Camping World Holdings, Inc. May 21, 2026 Approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers. Say-on-Pay Board AGAINST 7
CarGurus, Inc. June 3, 2026 Elect Manik Gupta Director Elections Board WITHHOLD 7
Cathay General Bancorp May 18, 2026 Election of Class III Directors, to be elected for the term ending 2029: Richard Sun Director Elections Board AGAINST 7
Clearwater Paper Corporation May 7, 2026 Approve the Clearwater Paper Corporation 2026 Stock Incentive Plan. Compensation Board AGAINST 7
Clover Health Investments, Corp. June 10, 2026 Elect Thomas L. Tran Director Elections Board WITHHOLD 7
Cogent Communications Holdings, Inc. May 1, 2026 To approve the Third Amended and Restated 2017 Incentive Award Plan of the Company, including an increase in the number of shares available for issuance thereunder by 1.5 million shares. Compensation Board AGAINST 7
Compass Minerals International, Inc. March 5, 2026 Elect director for a one-year term: Denise Merle Director Elections Board AGAINST 7
Covenant Logistics Group, Inc. May 13, 2026 Elect Bradley A. Moline Director Elections Board WITHHOLD 7
Cracker Barrel Old Country Store, Inc. November 20, 2025 To elect ten (10) directors: Gilbert R. Davila Director Elections Board AGAINST 7
Cracker Barrel Old Country Store, Inc. November 20, 2025 To elect ten (10) directors: Julie Masino Director Elections Board ABSTAIN 7
Cross Country Healthcare, Inc. December 9, 2025 Proposal to elect seven directors for terms expiring at the 2026 annual meeting: Dwayne Allen Director Elections Board AGAINST 7
Dave & Buster's Entertainment, Inc. June 18, 2026 Advisory Vote to Approve Executive Compensation Say-on-Pay Board AGAINST 7
Dream Finders Homes, Inc. June 8, 2026 Election of Directors: Megha H. Parekh Director Elections Board AGAINST 7
Eagle Bancorp, Inc. May 14, 2026 Election of Directors: Louis P. "Pete" Matthews Jr. Director Elections Board WITHHOLD 7
Embecta Corp. February 11, 2026 Election of Directors: Christopher R. Reidy Director Elections Board AGAINST 7
FB Financial Corporation May 21, 2026 Approval of the FB Financial Corporation 2026 Incentive Plan Compensation Board AGAINST 7
Figure Technology Solutions, Inc. June 4, 2026 Elect Daniel Morehead Director Elections Board WITHHOLD 7
Figure Technology Solutions, Inc. June 4, 2026 Elect David Katsujin Chao Director Elections Board WITHHOLD 7
Figure Technology Solutions, Inc. June 4, 2026 Elect June Ou Director Elections Board WITHHOLD 7
Figure Technology Solutions, Inc. June 4, 2026 Elect Lesley Goldwasser Director Elections Board WITHHOLD 7
Figure Technology Solutions, Inc. June 4, 2026 Elect Michael Cagney Director Elections Board WITHHOLD 7
Figure Technology Solutions, Inc. June 4, 2026 Elect Michael Tannenbaum Director Elections Board WITHHOLD 7
Figure Technology Solutions, Inc. June 4, 2026 Elect Sachin Jaitly Director Elections Board WITHHOLD 7
First Merchants Corporation May 19, 2026 Elect Susan W. Brooks Director Elections Board WITHHOLD 7
Fulgent Genetics, Inc. May 14, 2026 Election of Directors: Michael Nohaile, Ph.D. Director Elections Board WITHHOLD 7
G-III Apparel Group, Ltd. June 11, 2026 Elect Andrew Yaeger Director Elections Board WITHHOLD 7
G-III Apparel Group, Ltd. June 11, 2026 Elect Michael Shaffer Director Elections Board WITHHOLD 7
G-III Apparel Group, Ltd. June 11, 2026 Elect Richard White Director Elections Board WITHHOLD 7
G-III Apparel Group, Ltd. June 11, 2026 Elect Victor A Herrero Director Elections Board WITHHOLD 7
Graham Holdings Company May 5, 2026 Election of Directors: Christopher C. Davis Director Elections Board AGAINST 7
Guess?, Inc. November 21, 2025 To approve, on a non-binding, advisory basis, the compensation that will or may become payable by Guess to its named executive officers in connection with the Merger. Say-on-Pay Board AGAINST 7
HOYA CORPORATION June 26, 2026 Elect Takayo Hasegawa Director Elections Board AGAINST 7
Hilltop Holdings Inc. July 24, 2025 Elect A. Haag Sherman Director Elections Board WITHHOLD 7
Hilltop Holdings Inc. July 24, 2025 Elect Kenneth D. Russell Director Elections Board WITHHOLD 7
Hilltop Holdings Inc. July 24, 2025 Elect Lee Lewis Director Elections Board WITHHOLD 7
Hilltop Holdings Inc. July 24, 2025 Elect W. Robert Nichols, III Director Elections Board WITHHOLD 7
Hims & Hers Health, Inc. June 11, 2026 Elect David B. Wells Director Elections Board WITHHOLD 7
Ingles Markets, Incorporated April 30, 2026 Company Nominee Opposed by Summer Road: Rebekah Lowe Director Elections Board WITHHOLD 7
International Seaways, Inc. June 8, 2026 Elect Kristian K. Johansen Director Elections Board WITHHOLD 7
Ipsen S.A. May 13, 2026 2025 Remuneration of David Loew, CEO Compensation Board AGAINST 7
Ipsen S.A. May 13, 2026 2026 Remuneration Policy (CEO and Other Executives) Compensation Board AGAINST 7
Ipsen S.A. May 13, 2026 Authority to Issue Performance Shares Capital Structure Board AGAINST 7
John B. Sanfilippo & Son, Inc. October 29, 2025 Election of Directors: Mercedes Romero Director Elections Board WITHHOLD 7
John Wiley & Sons, Inc. September 25, 2025 Elect Brian O. Hemphill Director Elections Board WITHHOLD 7
KKR Real Estate Finance Trust Inc. April 14, 2026 Elect Christen E.J. Lee Director Elections Board WITHHOLD 7
Karman Holdings Inc. April 29, 2026 Elect Stephen Twitty Director Elections Board WITHHOLD 7
LGI Homes, Inc. April 23, 2026 Elect Steven Smith Director Elections Board WITHHOLD 7
Ladder Capital Corp June 4, 2026 Elect Mark Alexander Director Elections Board WITHHOLD 7
Medifast, Inc. May 19, 2026 Approve the Amended and Restated 2012 Share Incentive Plan. Compensation Board AGAINST 7
Mercury Systems, Inc. October 22, 2025 To approve our 2025 Long Term Incentive Plan. Compensation Board AGAINST 7
Monro Inc. August 12, 2025 Elect Thomas B. Okray Director Elections Board WITHHOLD 7
Movado Group, Inc. June 17, 2026 Elect Ann Kirschner Director Elections Board WITHHOLD 7
Nabors Industries Ltd. June 2, 2026 Elect Anthony R. Chase Director Elections Board WITHHOLD 7
Nabors Industries Ltd. June 2, 2026 Elect John P. Kotts Director Elections Board WITHHOLD 7
Nabors Industries Ltd. June 2, 2026 Elect Michael C. Linn Director Elections Board WITHHOLD 7
Nabors Industries Ltd. June 2, 2026 Elect Tanya S. Beder Director Elections Board WITHHOLD 7
Naturgy Energy Group, S.A. March 24, 2026 Remuneration Report Compensation Board AGAINST 7
Nelnet, Inc. May 14, 2026 Election of three Class III directors for three-year terms. David S. Graff Director Elections Board AGAINST 7
Nelnet, Inc. May 14, 2026 Election of three Class III directors for three-year terms. Kathleen A. Farrell Director Elections Board AGAINST 7
NetScout Systems, Inc. September 10, 2025 To approve the NetScout Systems, Inc. 2019 Equity Incentive Plan, as amended. Compensation Board AGAINST 7
Novo Nordisk A/S March 26, 2026 Elect Lars Rebien Sorensen as Chair of the Board Director Elections Board ABSTAIN 7
Novo Nordisk A/S March 26, 2026 Remuneration Report Compensation Board AGAINST 7
Olympic Steel, Inc. February 12, 2026 Advisory Compensation Proposal - To approve, on an advisory basis, certain compensation that may be paid or become payable to Olympic Steel Inc.'s named executive officers that is based on or otherwise relates to the merger Say-on-Pay Board AGAINST 7
Opendoor Technologies Inc. June 11, 2026 To approve, on an advisory (non-binding) basis, the compensation of our named executive officers (Say-on-Pay Vote). Say-on-Pay Board AGAINST 7
Optimum Communications, Inc. June 10, 2026 Election of Directors: Charles Stewart Director Elections Board AGAINST 7
Optimum Communications, Inc. June 10, 2026 Election of Directors: David Drahi Director Elections Board AGAINST 7
Optimum Communications, Inc. June 10, 2026 Election of Directors: Mark Mullen Director Elections Board AGAINST 7
Optimum Communications, Inc. June 10, 2026 Election of Directors: Raymond Svider Director Elections Board AGAINST 7
Pathward Financial, Inc. February 24, 2026 Elect Kendall E. Stork Director Elections Board WITHHOLD 7
PriceSmart, Inc. February 5, 2026 Elect Edgar A. Zurcher Director Elections Board WITHHOLD 7
PriceSmart, Inc. February 5, 2026 Elect Leon C. Janks Director Elections Board WITHHOLD 7
RPC, Inc. April 28, 2026 To approve certain amendments to the Company's 2024 Stock Incentive Plan. Compensation Board AGAINST 7
RXO, Inc. May 12, 2026 Election of Directors: Thomas Szlosek Director Elections Board AGAINST 7

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