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
795 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 |
|---|---|---|---|---|---|---|
| ASHFORD HOSPITALITY TRUST INC. | May 14, 2024 | Election of Directors: Kamal Jafarnia Director Elections |
Board | For | FOR 9 funds |
AGAINST 5 funds |
| ASHFORD HOSPITALITY TRUST INC. | May 14, 2024 | Election of Directors: Monty J. Bennett Director Elections |
Board | For | FOR 9 funds |
AGAINST 5 funds |
| ASM PACIFIC TECHNOLOGY LTD. | May 8, 2024 | Elect John LOK Kam Chong Director Elections |
Board | For | FOR 1 fund |
AGAINST 4 funds |
| ASSOCIATED CAPITAL GROUP INC. | June 4, 2024 | Election of Directors: Marc Gabelli Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 1 fund |
| ASTRAZENECA PLC | April 11, 2024 | Amendment to Performance Share Plan Compensation |
Board | For | FOR 1 fund |
AGAINST 7 funds |
| ASTRAZENECA PLC | April 11, 2024 | Elect Marcus Wallenberg Director Elections |
Board | For | AGAINST 1 fund |
FOR 7 funds |
| ASTRAZENECA PLC | April 11, 2024 | Remuneration Policy Compensation |
Board | For | FOR 1 fund |
AGAINST 7 funds |
| ATEA PHARMACEUTICALS INC. | June 21, 2024 | Approval, on an advisory (non-binding) basis, of the compensation of the named executive officers of the Company. Say-on-Pay |
Board | For | FOR 21 funds |
AGAINST 5 funds |
| ATLASSIAN CORP. | December 6, 2023 | An advisory vote to approve the fiscal year 2023 compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 34 funds |
AGAINST 10 funds |
| ATMUS FILTRATION TECHNOLOGIES INC. | May 14, 2024 | Election of Directors: Gretchen R. Haggerty Director Elections |
Board | For | FOR 25 funds |
AGAINST 15 funds |
| ATMUS FILTRATION TECHNOLOGIES INC. | May 14, 2024 | Election of Directors: Jane A. Leipold Director Elections |
Board | For | FOR 25 funds |
AGAINST 15 funds |
| ATRICURE INC. | May 13, 2024 | Advisory vote on the compensation of our named executive officers as disclosed in the proxy statement for the 2024 Annual Meeting. Say-on-Pay |
Board | For | FOR 24 funds |
AGAINST 6 funds |
| ATRION CORP. | May 21, 2024 | Election of Director: Preston G. Athey Director Elections |
Board | For | FOR 15 funds |
AGAINST 4 funds |
| AVANTAX INC | November 21, 2023 | Proposal to approve, by a non-binding advisory vote, the compensation that may be paid or become payable to Avantax, Inc.'s named executive officers that is based on, or otherwise relates to, the merger of C2023 Sub Corp. with and into Avantax, Inc., as contemplated by the merger agreement. Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 5 funds |
| AVITA MEDICAL INC. | June 5, 2024 | To approve the grant of options to acquire 350,000 shares of Common Stock to the Company's Chief Executive Officer, Mr. James Corbett, on the terms and conditions set out in this Proxy Statement, pursuant to and for the purposes of ASX Listing Rule 10.11; and Compensation |
Board | For | FOR 7 funds |
AGAINST 2 funds |
| AXOGEN INC. | August 15, 2023 | Elect Guido J. Neels Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 4 funds |
| AYALA LAND INC. | April 25, 2024 | Elect Cesar V. Purisima Director Elections |
Board | For | AGAINST 1 fund |
FOR 2 funds |
| AYALA LAND INC. | April 25, 2024 | Elect Jaime Augusto Zobel de Ayala Director Elections |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| AYALA LAND INC. | April 25, 2024 | Elect Mariana Zobel de Ayala Director Elections |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| BANCO BTG PACTUAL SA | April 30, 2024 | Allocate Cumulative Votes to Guillermo Ortiz Martinez Director Elections |
Board | None | FOR 1 fund |
ABSTAIN 1 fund |
| BANCO BTG PACTUAL SA | April 30, 2024 | Allocate Cumulative Votes to Roberto Balls Sallouti Director Elections |
Board | None | FOR 1 fund |
ABSTAIN 1 fund |
| BANCO BTG PACTUAL SA | April 30, 2024 | Elect Andre Santos Esteves Director Elections |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| BANCO BTG PACTUAL SA | April 30, 2024 | Elect Guillermo Ortiz Martinez Director Elections |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| BANCO BTG PACTUAL SA | April 30, 2024 | Elect Roberto Balls Sallouti Director Elections |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| BANCO BTG PACTUAL SA | April 30, 2024 | Request Establishment of Supervisory Council Director Elections |
Board | None | AGAINST 1 fund |
ABSTAIN 1 fund |
| BANCO BTG PACTUAL SA | April 30, 2024 | Request Separate Election for Board Member/s (Minority) Director Elections |
Board | None | AGAINST 1 fund |
ABSTAIN 1 fund |
| BANCO BTG PACTUAL SA | April 30, 2024 | Request Separate Election for Board Member/s (Preferred) Director Elections |
Board | None | AGAINST 1 fund |
ABSTAIN 1 fund |
| BANCORP INC. | May 29, 2024 | Approval of The Bancorp, Inc. 2024 Equity Incentive Plan. Compensation |
Board | For | FOR 23 funds |
AGAINST 7 funds |
| BANDAI NAMCO HOLDINGS INC. | June 24, 2024 | Elect Takashi Kaneko Director Elections |
Board | For | FOR 1 fund |
AGAINST 5 funds |
| BANDWIDTH INC. | May 23, 2024 | To approve, on an advisory basis, the compensation of the Company's named executive officers as disclosed in the Proxy Statement; and Say-on-Pay |
Board | For | AGAINST 17 funds |
FOR 5 funds |
| BANK POLSKA KASA OPIEKI SA | April 17, 2024 | Remuneration Report Compensation |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| BANKWELL FINANCIAL GROUP INC. | May 29, 2024 | Election of Directors: Carl M. Porto Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 2 funds |
| BAWAG GROUP AG | April 8, 2024 | Remuneration Policy Compensation |
Board | For | FOR 1 fund |
AGAINST 3 funds |
| BAWAG GROUP AG | April 8, 2024 | Remuneration Report Compensation |
Board | For | FOR 1 fund |
AGAINST 3 funds |
| BAXTER INTERNATIONAL INC. | May 7, 2024 | Election of Directors: Cathy R. Smith Director Elections |
Board | For | FOR 32 funds |
AGAINST 13 funds |
| BCB BANCORP INC. | April 25, 2024 | The election as Directors of all nominees listed below: Joseph Lyga Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 2 funds |
| BEIERSDORF AG | April 18, 2024 | Elect Frederic Pflanz Director Elections |
Board | For | FOR 1 fund |
AGAINST 5 funds |
| BEIERSDORF AG | April 18, 2024 | Elect Wolfgang Herz Director Elections |
Board | For | FOR 1 fund |
AGAINST 5 funds |
| BEIERSDORF AG | April 18, 2024 | Remuneration Report Compensation |
Board | For | FOR 1 fund |
AGAINST 5 funds |
| BENSON HILL INC. | August 11, 2023 | Election of Directors: J. Stephan Dolezalek Director Elections |
Board | For | AGAINST 11 funds |
FOR 4 funds |
| BENSON HILL INC. | August 11, 2023 | Election of Directors: Linda Whitley-Taylor Director Elections |
Board | For | AGAINST 11 funds |
FOR 4 funds |
| BETTER HOME & FINANCE HOLDING CO. | June 4, 2024 | Election of Directors: Harit Talwar Director Elections |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| BEYOND AIR INC. | March 8, 2024 | To approve the Sixth Amended and Restated 2013 Equity Incentive Plan to increase the number of shares reserved for issuance by 3,000,000; Compensation |
Board | For | AGAINST 12 funds |
FOR 2 funds |
| BGSF INC. | August 9, 2023 | Approval of Amendments to the BGSF, Inc. 2013 Long-Term Incentive Plan, including to add an additional 250,000 shares of common stock available for issuance. Compensation |
Board | For | AGAINST 3 funds |
FOR 1 fund |
| BIO-TECHNE CORP. | October 26, 2023 | Election of Director: Joseph D. Keegan Director Elections |
Board | For | FOR 1 fund |
AGAINST 16 funds |
| BIO-TECHNE CORP. | October 26, 2023 | Election of Director: Randolph Steer Director Elections |
Board | For | FOR 1 fund |
AGAINST 16 funds |
| BIO-TECHNE CORP. | October 26, 2023 | Election of Director: Rupert Vessey Director Elections |
Board | For | FOR 1 fund |
AGAINST 16 funds |
| BIOTE CORP. | May 21, 2024 | To ratify the appointment of Deloitte & Touche LLP as our independent registered public accounting firm for the fiscal year ending December 31, 2024; and Audit-related |
Board | For | FOR 8 funds |
AGAINST 2 funds |
| BLACK KNIGHT INC. | July 12, 2023 | Elect David K. Hunt Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 13 funds |
| BLACKROCK INC. | May 15, 2024 | Approval, in a non-binding advisory vote, of the compensation for named executive officers. Say-on-Pay |
Board | For | FOR 55 funds |
AGAINST 16 funds |
| BLOCK INC. | June 18, 2024 | Elect Randy Garutti Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 13 funds |
| BM TECHNOLOGIES INC. | June 20, 2024 | Ratification of appointment of KPMG LLP as independent registered public accounting firm. Audit-related |
Board | For | FOR 3 funds |
ABSTAIN 1 fund |
| BOEING CO. | May 17, 2024 | Election of Directors: Akhil Johri Director Elections |
Board | For | FOR 71 funds |
AGAINST 13 funds |
| BOEING CO. | May 17, 2024 | Election of Directors: David L. Calhoun Director Elections |
Board | For | FOR 71 funds |
AGAINST 13 funds |
| BORGWARNER INC. | April 24, 2024 | Approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 32 funds |
AGAINST 16 funds |
| 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 |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 18, 2026 from SEC Form N-PX filings.