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 |
|---|---|---|---|---|---|---|
| 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 |
| FIRST BANCORP | May 2, 2024 | To approve the 2024 Equity Plan. Compensation |
Board | For | FOR 13 funds |
AGAINST 7 funds |
| FIRST BANCORP | May 23, 2024 | Election of Directors: Juan Acosta Reboyras Director Elections |
Board | For | FOR 24 funds |
AGAINST 7 funds |
| FIRST HORIZON CORP. | April 23, 2024 | Ratification of appointment of KPMG LLP as auditors. Audit-related |
Board | For | FOR 23 funds |
AGAINST 12 funds |
| FLUSHING FINANCIAL CORP. | May 29, 2024 | Election of Class B Directors (for a term expiring in 2027): Louis C. Grassi Director Elections |
Board | For | FOR 14 funds |
AGAINST 4 funds |
| FLUSHING FINANCIAL CORP. | May 29, 2024 | Election of Class B Directors (for a term expiring in 2027): Michael A. Azarian Director Elections |
Board | For | FOR 14 funds |
AGAINST 4 funds |
| FLUX POWER HOLDINGS INC. | April 18, 2024 | Election of Directors: Dale Robinette Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| FLUX POWER HOLDINGS INC. | April 18, 2024 | Election of Directors: Lisa Walters-Hoffert Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| FORD MOTOR CO. | May 9, 2024 | Election of Directors: Henry Ford III Director Elections |
Board | Not determined | FOR 23 funds |
AGAINST 13 funds |
| FOX FACTORY HOLDING CORP. | May 3, 2024 | Election of Directors term expires in 2027: Ted D. Waitman Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 9 funds |
| FREIGHTCAR AMERICA INC. | May 14, 2024 | To approve an increase in the shares authorized under the FreightCar America, Inc. 2022 Long Term Incentive Plan for general use. Compensation |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| FRONTIER COMMUNICATIONS PARENT INC. | May 15, 2024 | To approve, on an advisory basis, our named executive officer compensation. Say-on-Pay |
Board | For | FOR 22 funds |
AGAINST 10 funds |
| FUELCELL ENERGY INC. | April 4, 2024 | To approve, on a non-binding advisory basis, the compensation of FuelCell Energy, Inc.'s named executive officers as set forth in the "Executive Compensation" section of the Proxy Statement Say-on-Pay |
Board | For | FOR 13 funds |
AGAINST 5 funds |
| FUYAO GLASS INDUSTRY GROUP CO LTD. | January 16, 2024 | Elect CHO Tak Wong Director Elections |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| FUYAO GLASS INDUSTRY GROUP CO LTD. | January 16, 2024 | Elect LIU Jing Director Elections |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| FUYAO GLASS INDUSTRY GROUP CO LTD. | April 25, 2024 | Appointment of Domestic Auditor and Authority to Set Fees Audit-related |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| FUYAO GLASS INDUSTRY GROUP CO LTD. | April 25, 2024 | Appointment of Overseas Auditor and Authority to Set Fees Audit-related |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| GAN LTD. | February 13, 2024 | To approve, on an advisory (non-binding) basis, the compensation that may be paid or become payable to GAN Limited's named executive officers in connection with the merger. Say-on-Pay |
Board | For | FOR 4 funds |
AGAINST 2 funds |
| GARMIN LTD. | June 7, 2024 | Re-election of five directors and election of one new director: Jonathan C. Burrell Director Elections |
Board | For | FOR 15 funds |
AGAINST 13 funds |
| GENMAB A/S | March 13, 2024 | Elect Anders Gersel Pedersen Director Elections |
Board | For | AGAINST 1 fund |
FOR 6 funds |
| GENMAB A/S | March 13, 2024 | Elect Pernille Erenbjerg Director Elections |
Board | For | AGAINST 1 fund |
FOR 6 funds |
| GEVO INC. | May 21, 2024 | To cast an advisory (non-binding) vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 13 funds |
AGAINST 2 funds |
| GLIMPSE GROUP INC. | December 15, 2023 | To hold an advisory vote on executive compensation (the "Say-on-Pay Proposal") Say-on-Pay |
Board | For | AGAINST 4 funds |
FOR 2 funds |
| GLOBAL BUSINESS TRAVEL GROUP INC. | June 5, 2024 | Election of four Class II directors: James Bush Director Elections |
Board | For | AGAINST 6 funds |
FOR 4 funds |
| GOLAR LNG LTD. | August 8, 2023 | To re-elect Carl Steen as a Director of the Company. Director Elections |
Board | For | FOR 15 funds |
AGAINST 5 funds |
| GOLAR LNG LTD. | August 8, 2023 | To re-elect Daniel Rabun as a Director of the Company. Director Elections |
Board | For | FOR 15 funds |
AGAINST 5 funds |
| GOLDEN MATRIX GROUP INC. | March 19, 2024 | Approval, for the purposes of complying with the applicable listing rules of Nasdaq, or the issuance of more than 20% of the Company's issued and outstanding common stock in certain offerings following the Special Meeting, as described in greater detail in the Proxy Statement (the "Nasdaq Proposal"). Capital Structure |
Board | For | AGAINST 4 funds |
FOR 1 fund |
| GOLDMAN SACHS GROUP INC. | April 24, 2024 | Advisory Vote to Approve Executive Compensation (Say on Pay) Say-on-Pay |
Board | For | FOR 35 funds |
AGAINST 16 funds |
| GREENWICH LIFESCIENCES INC. | December 15, 2023 | Election of Directors Nominees: F. Joseph Daugherty, M.D. Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 1 fund |
| GREENWICH LIFESCIENCES INC. | December 15, 2023 | Election of Directors Nominees: Snehal S. Patel Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 1 fund |
| GRIFFON CORP. | March 20, 2024 | Elect Lacy M. Johnson Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 7 funds |
| GROUP 1 AUTOMOTIVE INC. | May 15, 2024 | Election Of Director: Maryann Wright Director Elections |
Board | For | AGAINST 1 fund |
FOR 8 funds |
| GRUPO FINANCIERO BANORTE, S.A.B. DE C.V | April 29, 2024 | Elect Carlos Hank Gonzalez Director Elections |
Board | For | AGAINST 1 fund |
FOR 3 funds |
| HAKUHODO DY HOLDINGS INC. | June 27, 2024 | Elect Masayuki Mizushima Director Elections |
Board | For | FOR 1 fund |
AGAINST 4 funds |
| HALEON PLC | May 8, 2024 | Elect Deirdre Mahlan Director Elections |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| HALLADOR ENERGY CO. | May 30, 2024 | Election of six Directors for a one-year term: David J. Lubar Director Elections |
Board | For | AGAINST 12 funds |
FOR 2 funds |
| HANOVER INSURANCE GROUP INC. | May 14, 2024 | Election of three Directors, each for a three-year term: Kathleen S. Lane Director Elections |
Board | For | FOR 18 funds |
AGAINST 9 funds |
| HARBORONE BANCORP INC. | May 15, 2024 | A non-binding advisory resolution to approve the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 13 funds |
AGAINST 5 funds |
| HARLEY-DAVIDSON INC. | May 16, 2024 | Elect Allan C. Golston Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 11 funds |
| HARLEY-DAVIDSON INC. | May 16, 2024 | Elect Jared D. Dourdeville Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 11 funds |
| HARLEY-DAVIDSON INC. | May 16, 2024 | Elect Maryrose T. Sylvester Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 11 funds |
| HARLEY-DAVIDSON INC. | May 16, 2024 | Elect N. Thomas Linebarger Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 11 funds |
| HARLEY-DAVIDSON INC. | May 16, 2024 | Elect Sara L. Levinson Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 11 funds |
| HAWTHORN BANCSHARES INC. | June 4, 2024 | Proposal to ratify the selection of the accounting firm of FORVIS LLP as the Company's independent registered public accounting firm for 2024. Audit-related |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| HAYNES INTERNATIONAL INC. | April 16, 2024 | To approve, on an advisory, non-binding, basis, the compensation that may be paid or become payable to Haynes' named executive officers in connection with the transactions contemplated by the Merger Agreement. Say-on-Pay |
Board | For | FOR 14 funds |
AGAINST 5 funds |
| HELMERICH & PAYNE INC. | February 27, 2024 | Election of Director: Randy A. Foutch Director Elections |
Board | For | AGAINST 1 fund |
FOR 7 funds |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 25, 2026 from SEC Form N-PX filings.