Home › Asset managers › Compare 2023-2024 › Fidelity vs Charles Schwab
Fidelity 2023-2024 · Charles Schwab 2023-2024 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 18,915 | 17,128 | 795 | 992 | 95.6% | 93.8% |
| Board proposals | 16,675 | 15,315 | 640 | 720 | 96.0% | 94.6% |
| E&S shareholder proposals | 350 | 250 | 20 | 80 | 92.6% | 86.0% |
| Other items | 1,890 | 1,563 | 135 | 192 | 92.0% | 87.5% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
640 items. “Voted differently”: each manager’s funds all voted one way, and the two ways differ. “Split”: at least one manager’s funds did not all vote the same way.
| Company | Meeting | Proposal | On the ballot from | Board recommended | Fidelity | Charles Schwab |
|---|---|---|---|---|---|---|
| BRIDGEBIO PHARMA INC. | June 21, 2024 | To approve an amendment and restatement of the 2021 Amended and Restated BridgeBio Pharma, Inc. Stock Option and Incentive Plan to, among other things, increase the number of shares of common stock reserved for issuance thereunder by 6,500,000 shares. Compensation |
Board | For | FOR 20 funds |
AGAINST 6 funds |
| BROADCOM INC. | April 22, 2024 | Advisory vote to approve the named executive officer compensation. Say-on-Pay |
Board | For | FOR 75 funds |
AGAINST 18 funds |
| BROADCOM INC. | April 22, 2024 | Election of Directors: Check Kian Low Director Elections |
Board | For | FOR 72 funds |
AGAINST 16 funds |
| BROADCOM INC. | April 22, 2024 | Election of Directors: Diane M. Bryant Director Elections |
Board | For | FOR 72 funds |
AGAINST 16 funds |
| BROWN & BROWN INC. | May 8, 2024 | Elect H. Palmer Proctor, Jr. Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 14 funds |
| BRT APARTMENTS CORP. | June 11, 2024 | A proposal to approve the Company's 2024 Incentive Plan. Compensation |
Board | For | FOR 6 funds |
AGAINST 2 funds |
| BT GROUP PLC | July 13, 2023 | Elect Allison Kirkby Director Elections |
Board | For | FOR 1 fund |
AGAINST 4 funds |
| C4 THERAPEUTICS INC. | June 20, 2024 | To cast a non-binding, advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 4 funds |
| CACI INTERNATIONAL INC. | October 19, 2023 | Election of Director: Gregory G. Johnson Director Elections |
Board | For | AGAINST 1 fund |
FOR 11 funds |
| CADIZ INC. | June 11, 2024 | ELECTION OF DIRECTORS: Maria Dreyfus Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 2 funds |
| CAESARS ENTERTAINMENT INC. | June 11, 2024 | COMPANY PROPOSAL: ADVISORY VOTE TO APPROVE NAMED EXECUTIVE OFFICER COMPENSATION. Say-on-Pay |
Board | For | FOR 43 funds |
AGAINST 17 funds |
| CAESARS ENTERTAINMENT INC. | June 11, 2024 | ELECTION OF DIRECTORS: Courtney R. Mather Director Elections |
Board | For | FOR 41 funds |
AGAINST 15 funds |
| CAESARS ENTERTAINMENT INC. | June 11, 2024 | ELECTION OF DIRECTORS: Don R. Kornstein Director Elections |
Board | For | FOR 41 funds |
AGAINST 15 funds |
| CAESARS ENTERTAINMENT INC. | June 11, 2024 | ELECTION OF DIRECTORS: Michael E. Pegram Director Elections |
Board | For | FOR 41 funds |
AGAINST 15 funds |
| CANOO INC. | December 29, 2023 | To approve, by an advisory vote, the compensation of the Company's named executive officers, as disclosed in the Proxy Statement. Say-on-Pay |
Board | For | FOR 10 funds |
AGAINST 4 funds |
| CAPGEMINI SE | May 16, 2024 | Elect Christophe Merveilleux du Vignaux Director Elections |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| CAPGEMINI SE | May 16, 2024 | Elect Laurence Metzke Director Elections |
Board | Against | FOR 1 fund |
AGAINST 5 funds |
| CAPSTAR FINANCIAL HOLDINGS INC. | February 29, 2024 | To approve, on a non-binding, advisory basis, the merger-related named executive officer compensation that will or may be paid to CapStar Financial Holdings, Inc.'s named executive officers in connection with the transactions contemplated by the Merger Agreement. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 3 funds |
| CAREDX INC. | June 13, 2024 | Approval of 2024 Equity Incentive Plan. Compensation |
Board | For | AGAINST 14 funds |
FOR 5 funds |
| CBRE GROUP INC. | May 22, 2024 | Election of Director: Christopher T. Jenny Director Elections |
Board | For | FOR 1 fund |
AGAINST 15 funds |
| CENTURY CASINOS INC. | June 24, 2024 | To elect two Class III directors to the Board of Directors: ERWIN HAITZMANN Director Elections |
Board | For | FOR 8 funds |
AGAINST 2 funds |
| CENTURY CASINOS INC. | June 24, 2024 | To elect two Class III directors to the Board of Directors: GOTTFRIED SCHELLMANN Director Elections |
Board | For | FOR 8 funds |
AGAINST 2 funds |
| CF BANKSHARES INC. | May 29, 2024 | To approve the First Amendment to the Company's 2019 Equity Incentive Plan to increase the number of shares of common stock reserved for awards thereunder from 300,000 to 500,000. Compensation |
Board | For | AGAINST 3 funds |
FOR 1 fund |
| CHEMED CORP. | May 20, 2024 | Election of directors: Patrick P. Grace Director Elections |
Board | For | FOR 32 funds |
AGAINST 13 funds |
| CHESAPEAKE ENERGY CORP. | June 6, 2024 | Election of Director: Matthew M. Gallagher Director Elections |
Board | For | FOR 1 fund |
AGAINST 12 funds |
| CHINA PETROLEUM & CHEMICAL CORP. | June 28, 2024 | Elect MA Yongsheng Director Elections |
Board | For | AGAINST 1 fund |
FOR 3 funds |
| CHINA RESOURCES BEER (HOLDINGS) COMPANY LTD. | May 20, 2024 | Elect Eric LI Ka Cheung Director Elections |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| CHINA RESOURCES BEER (HOLDINGS) COMPANY LTD. | May 20, 2024 | Elect HOUANG Tai Ninh Director Elections |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| CHINA RESOURCES BEER (HOLDINGS) COMPANY LTD. | May 20, 2024 | Elect ZHAO Chunwu Director Elections |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| CHUGAI PHARMACEUTICAL CO.,LTD. | March 28, 2024 | Elect Hitoshi Iikura Director Elections |
Board | For | FOR 1 fund |
AGAINST 5 funds |
| CHUGAI PHARMACEUTICAL CO.,LTD. | March 28, 2024 | Elect Osamu Okuda Director Elections |
Board | For | FOR 1 fund |
AGAINST 5 funds |
| CIMB GROUP HOLDINGS BHD | April 29, 2024 | Elect Afzal Abdul Rahim Director Elections |
Board | For | FOR 1 fund |
AGAINST 3 funds |
| CIMPRESS PLC | December 14, 2023 | Reappoint Sophie A. Gasperment To Cimpress Board Of Directors To Serve For A Term Of Three Years. Director Elections |
Board | For | AGAINST 1 fund |
FOR 8 funds |
| CISCO SYSTEMS INC. | December 6, 2023 | Approval, on an advisory basis, of executive compensation. Say-on-Pay |
Board | For | FOR 62 funds |
AGAINST 18 funds |
| CLARIVATE PLC | May 7, 2024 | Election of Directors: Andrew Snyder Director Elections |
Board | For | FOR 17 funds |
AGAINST 11 funds |
| CLARIVATE PLC | May 7, 2024 | Election of Directors: Wendell Pritchett Director Elections |
Board | For | FOR 17 funds |
AGAINST 11 funds |
| CLEAN ENERGY FUELS CORP. | May 16, 2024 | To approve, on an advisory, non-binding basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 5 funds |
| CLEVELAND-CLIFFS INC. | May 16, 2024 | Approval, on an advisory basis, of Cleveland-Cliffs Inc.'s named executive officers' compensation. Say-on-Pay |
Board | For | FOR 24 funds |
AGAINST 13 funds |
| COHEN & STEERS INC. | May 2, 2024 | Election of Directors: Reena Aggarwal Director Elections |
Board | For | FOR 13 funds |
AGAINST 8 funds |
| COMMSCOPE HOLDING COMPANY INC. | May 9, 2024 | Election of eight directors: Joanne M. Maguire Director Elections |
Board | For | FOR 15 funds |
AGAINST 8 funds |
| COMPASS INC. | June 5, 2024 | Advisory Vote to Approve 2023 Named Executive Officer Compensation ("Say-on-Pay Vote") Say-on-Pay |
Board | For | FOR 24 funds |
AGAINST 9 funds |
| COMPASS INC. | June 5, 2024 | Election of Class III Directors: Steven Sordello Director Elections |
Board | For | FOR 23 funds |
AGAINST 8 funds |
| COMTECH TELECOMMUNICATIONS CORP. | December 14, 2023 | Approval, on an advisory basis, of the compensation of our Named Executive Officers. Say-on-Pay |
Board | For | FOR 13 funds |
AGAINST 8 funds |
| CONVATEC GROUP PLC | May 16, 2024 | Elect Margaret Ewing Director Elections |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| CORECIVIC INC. | May 16, 2024 | Election Of Director: Devin I. Murphy Director Elections |
Board | For | FOR 1 fund |
AGAINST 7 funds |
| CORVUS PHARMACEUTICALS INC. | June 13, 2024 | To elect one Class II Director with term to expire at the 2027 annual meeting of stockholders: Scott W. Morrison Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| COUCHBASE INC. | May 30, 2024 | Election of Class III Directors: David C. Scott Director Elections |
Board | For | WITHHOLD 13 funds |
FOR 4 funds |
| CRISPR THERAPEUTICS AG | May 30, 2024 | Approval of an increase of the conditional share capital for employee equity plans. Compensation |
Board | For | FOR 7 funds |
AGAINST 4 funds |
| CRISPR THERAPEUTICS AG | May 30, 2024 | Binding vote on maximum equity for members of the Board of Directors from the 2024 Annual General Meeting to the 2025 annual general meeting of shareholders. Compensation |
Board | For | FOR 7 funds |
AGAINST 4 funds |
| CRODA INTERNATIONAL PLC | April 24, 2024 | Elect Danuta Gray Director Elections |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| CRODA INTERNATIONAL PLC | April 24, 2024 | Elect John Ramsay Director Elections |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| CUTERA INC. | July 13, 2023 | Election of Directors: Keith Sullivan Director Elections |
Board | For | FOR 12 funds |
AGAINST 2 funds |
| D.R. HORTON INC. | January 17, 2024 | Proposal One: Election of directors. Donald R. Horton Director Elections |
Board | For | FOR 1 fund |
AGAINST 13 funds |
| DEERE & CO. | February 28, 2024 | Election of Director: Gregory R. Page Director Elections |
Board | For | AGAINST 1 fund |
FOR 13 funds |
| DELCATH SYSTEMS INC. | May 23, 2024 | To approve an amendment of Delcath Systems, Inc.'s 2020 Omnibus Equity Incentive Plan. Compensation |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| DELCATH SYSTEMS INC. | May 23, 2024 | To approve, on a non-binding advisory basis, the compensation of our named executive officers as disclosed in the Proxy Statement. Say-on-Pay |
Board | For | FOR 4 funds |
AGAINST 2 funds |
| DELTA ELECTRONICS INC. | May 30, 2024 | Elect Audrey TSENG Director Elections |
Board | For | FOR 1 fund |
AGAINST 3 funds |
| DELTA ELECTRONICS INC. | May 30, 2024 | Elect Doris HSU Director Elections |
Board | For | FOR 1 fund |
AGAINST 3 funds |
| DELTA ELECTRONICS INC. | May 30, 2024 | Elect Victor CHENG Director Elections |
Board | For | FOR 1 fund |
AGAINST 3 funds |
| DELUXE CORP. | April 25, 2024 | Elect Cheryl Mayberry McKissack Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 7 funds |
| DESKTOP METAL INC. | June 7, 2024 | Election of Class I Directors: Steve Papa Director Elections |
Board | For | FOR 10 funds |
WITHHOLD 4 funds |
| DIASORIN S.P.A | April 24, 2024 | Remuneration Report Compensation |
Board | For | FOR 1 fund |
AGAINST 4 funds |
| DICK'S SPORTING GOODS INC. | June 12, 2024 | Election of Director for a term that expires in 2025: Anne Fink Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 14 funds |
| DIGI INTERNATIONAL INC. | January 29, 2024 | Election of Directors: Sally J. Smith Director Elections |
Board | For | FOR 15 funds |
AGAINST 4 funds |
| DIGITALOCEAN HOLDINGS INC. | June 6, 2024 | Approval, on a non-binding advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 17 funds |
AGAINST 6 funds |
| DUN & BRADSTREET HOLDINGS INC. | June 12, 2024 | Elect Richard N. Massey Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 12 funds |
| DYNEX CAPITAL INC. | May 17, 2024 | To approve, in an advisory and non-binding vote, the compensation of the Company's named executive officers as disclosed in the accompanying Proxy Statement; Say-on-Pay |
Board | For | FOR 13 funds |
AGAINST 6 funds |
| EDENRED | May 7, 2024 | 2023 Remuneration of Bertrand Dumazy, Chair and CEO Compensation |
Board | For | FOR 1 fund |
AGAINST 5 funds |
| EDENRED | May 7, 2024 | Elect Dominique D'Hinnin Director Elections |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| EISAI CO. LTD. | June 14, 2024 | Elect Takuji Kanai Director Elections |
Board | For | FOR 1 fund |
AGAINST 4 funds |
| EMAAR PROPERTIES PJSC | April 22, 2024 | Elect Abdullah Ali Al Falasi Director Elections |
Board | None | FOR 1 fund |
ABSTAIN 5 funds |
| EMAAR PROPERTIES PJSC | April 22, 2024 | Elect Ahmad Jamal Jawa Director Elections |
Board | None | FOR 1 fund |
AGAINST 5 funds |
| EMAAR PROPERTIES PJSC | April 22, 2024 | Elect Ahmad Thani R. Al Matrooshi Director Elections |
Board | None | AGAINST 1 fund |
ABSTAIN 5 funds |
| EMAAR PROPERTIES PJSC | April 22, 2024 | Elect Ahmed Said Al Mheiri Director Elections |
Board | None | FOR 1 fund |
ABSTAIN 5 funds |
| EMAAR PROPERTIES PJSC | April 22, 2024 | Elect Ali Abdulla Al Mheiri Director Elections |
Board | None | FOR 1 fund |
ABSTAIN 5 funds |
| EMAAR PROPERTIES PJSC | April 22, 2024 | Elect Buti Obaid Al Mulla Director Elections |
Board | None | AGAINST 1 fund |
FOR 5 funds |
| EMAAR PROPERTIES PJSC | April 22, 2024 | Elect Eman Mohamed Al Suwaidi Director Elections |
Board | None | FOR 1 fund |
ABSTAIN 5 funds |
| EMAAR PROPERTIES PJSC | April 22, 2024 | Elect Helal Saeed Al Marri Director Elections |
Board | None | FOR 1 fund |
ABSTAIN 5 funds |
| EMAAR PROPERTIES PJSC | April 22, 2024 | Elect Jamal Majed Thaniyah Director Elections |
Board | None | FOR 1 fund |
ABSTAIN 5 funds |
| EMAAR PROPERTIES PJSC | April 22, 2024 | Elect Mohamed Ali Rashed Al Abbar Director Elections |
Board | None | FOR 1 fund |
ABSTAIN 5 funds |
| EMAAR PROPERTIES PJSC | April 22, 2024 | Elect Mohamed Omar Karim Director Elections |
Board | None | FOR 1 fund |
ABSTAIN 5 funds |
| EMAAR PROPERTIES PJSC | April 22, 2024 | Elect Omar Hamad Bu Shahab Director Elections |
Board | None | FOR 1 fund |
ABSTAIN 5 funds |
| EMAAR PROPERTIES PJSC | April 22, 2024 | Elect Sultan Saeed M. Al Mansouri Director Elections |
Board | None | FOR 1 fund |
AGAINST 5 funds |
| EMERSON ELECTRIC CO. | February 6, 2024 | Election of Director for Term Ending in 2027: James S. Turley Director Elections |
Board | For | AGAINST 1 fund |
FOR 12 funds |
| ENCORE WIRE CORP. | May 7, 2024 | Elect W. Kelvin Walker Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 7 funds |
| ENSTAR GROUP LTD. | June 6, 2024 | Advisory vote to approve executive compensation. Say-on-Pay |
Board | For | FOR 24 funds |
AGAINST 8 funds |
| ENVIROTECH VEHICLES INC. | December 13, 2023 | Election of Director: Phillip W. Oldridge Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 1 fund |
| ENVISTA HOLDINGS CORP. | May 21, 2024 | Elect Daniel A. Raskas Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 12 funds |
| ENVVENO MEDICAL CORP. | December 5, 2023 | To elect Mr. Robert C. Gray as Class II Director, to hold office until the 2026 Annual Meeting of Stockholders or until his successor is elected and qualified or until his earlier death, incapacity, removal or resignation: Robert C. Gray Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 1 fund |
| EPAM SYSTEMS INC. | May 31, 2024 | Election of Directors: Robert E. Segert Director Elections |
Board | For | FOR 41 funds |
AGAINST 13 funds |
| EQUINIX INC. | May 23, 2024 | Approval, by a non-binding advisory vote, of the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 18 funds |
| ESQUIRE FINANCIAL HOLDINGS INC. | May 30, 2024 | APPROVAL OF THE ESQUIRE FINANCIAL HOLDINGS, INC. 2024 EQUITY INCENTIVE PLAN. Compensation |
Board | For | FOR 15 funds |
AGAINST 2 funds |
| ETON PHARMACEUTICALS INC. | June 11, 2024 | Election of Directors: Norbert G. Riedel Director Elections |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| EVERQUOTE INC. | June 6, 2024 | To approve, on a non-binding advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 14 funds |
AGAINST 3 funds |
| EVERTEC INC. | May 23, 2024 | Advisory vote on executive compensation. Say-on-Pay |
Board | For | FOR 19 funds |
AGAINST 8 funds |
| EXPEDIA GROUP INC. | June 25, 2024 | Election of Directors: Alex von Furstenberg Director Elections |
Board | For | FOR 38 funds |
WITHHOLD 14 funds |
| EXPEDIA GROUP INC. | June 25, 2024 | Election of Directors: Craig Jacobson Director Elections |
Board | For | FOR 38 funds |
WITHHOLD 14 funds |
| EXXON MOBIL CORP. | May 29, 2024 | Election of Directors: Joseph L. Hooley Director Elections |
Board | For | FOR 97 funds |
AGAINST 14 funds |
| FENNEC PHARMACEUTICALS INC. | June 25, 2024 | ELECTION OF DIRECTORS: Dr. Jodi Cook Director Elections |
Board | For | FOR 5 funds |
WITHHOLD 1 fund |
| FERGUSON PLC | November 28, 2023 | Election of Directors: Thomas Schmitt Director Elections |
Board | For | FOR 9 funds |
AGAINST 9 funds |
← Previous Page 2 of 7 Next →
How items are matched and positions counted: see the comparison table and the methodology. Built October 13, 2026 from SEC Form N-PX filings.