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Fidelity vs Charles Schwab: how alike they voted, 2023-2024

95.6% When both took a single position, they voted the same way on 95.6% of 17,923 items (17,128 the same, 795 different). 992 items where at least one of them split its funds are listed separately below. Both voted on 18,915 items in all.

Fidelity 2023-2024 · Charles Schwab 2023-2024 · Download the item list (CSV)

By who put the item on the ballot. “Same position” = Same / (Same + Differ); split items are not in it. “Fund-level” is a second view over all common items: the chance that a fund of each manager, picked at random, voted the same way, which gives partial credit where a manager split.
Common itemsSame DifferSplit (not in %)Same position Fund-level
All ballot items 18,91517,128795 99295.6%93.8%
Board proposals 16,67515,315640 72096.0%94.6%
E&S shareholder proposals 35025020 8092.6%86.0%
Other items 1,8901,563135 19292.0%87.5%

Where they did not vote alike

Everything Voted differently Split votes

All ballot items Board proposals E&S shareholder proposals Other items

1,360 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.

CompanyMeetingProposalOn the ballot from Board recommendedFidelityCharles Schwab
KLAVIYO INC. June 11, 2024 Election of Class I Directors: Andrew Bialecki
Director Elections
Board For FOR
11 funds
WITHHOLD
3 funds
KLAVIYO INC. June 11, 2024 Election of Class I Directors: Ping Li
Director Elections
Board For FOR
11 funds
WITHHOLD
3 funds
KLAVIYO INC. June 11, 2024 Election of Class I Directors: Tony Weisman
Director Elections
Board For FOR
11 funds
WITHHOLD
3 funds
KLEPIERRE May 3, 2024 Elect David Simon
Director Elections
Board For AGAINST
1 fund
FOR
6 funds
KLEPIERRE May 3, 2024 Elect Steven Fivel
Director Elections
Board For AGAINST
1 fund
FOR
6 funds
KNOW LABS INC. September 22, 2023 To approve, by a non-binding advisory vote, the compensation of the Company's named executive officers as disclosed in the attached proxy statement.
Say-on-Pay
Board For AGAINST
3 funds
FOR
2 funds
KURA ONCOLOGY INC. June 5, 2024 Approval, on an advisory basis, of the compensation of our named executive officers during the year ended December 31, 2023.
Say-on-Pay
Board For FOR
17 funds
AGAINST
5 funds
LA-Z-BOY INC. August 29, 2023 Elect James P. Hackett
Director Elections
Board For WITHHOLD
1 fund
FOR
8 funds
LAKELAND FINANCIAL CORP. April 9, 2024 ELECTION OF DIRECTORS: Bradley J. Toothaker
Director Elections
Board For FOR
16 funds
WITHHOLD
7 funds
LARIMAR THERAPEUTICS INC. May 29, 2024 Election of Class I Directors for a Three-Year Term Expiring in 2027: Jonathan Leff
Director Elections
Board For FOR
7 funds
WITHHOLD
2 funds
LAZYDAYS HOLDINGS INC. June 10, 2024 Approval of an amendment to the 2018 Long-Term Incentive Plan to increase the number of authorized shares of common stock by 1,500,000.
Compensation
Board For AGAINST
7 funds
FOR
2 funds
LEE ENTERPRISES INC. February 22, 2024 Approve, by non-binding vote, the Company's compensation of its Named Executive Officers ("Say-On-Pay" vote).
Say-on-Pay
Board For AGAINST
4 funds
FOR
2 funds
LENNAR CORP. April 10, 2024 Elect 11 directors to serve until the 2025 Annual Meeting of Stockholders: Amy Banse
Director Elections
Board For FOR
42 funds
AGAINST
13 funds
LENNAR CORP. April 10, 2024 Elect 11 directors to serve until the 2025 Annual Meeting of Stockholders: Armando Olivera
Director Elections
Board For FOR
42 funds
AGAINST
13 funds
LENNAR CORP. April 10, 2024 Elect 11 directors to serve until the 2025 Annual Meeting of Stockholders: Serena Wolfe
Director Elections
Board For FOR
42 funds
AGAINST
13 funds
LENNAR CORP. April 10, 2024 Elect 11 directors to serve until the 2025 Annual Meeting of Stockholders: Sherrill W. Hudson
Director Elections
Board For FOR
43 funds
AGAINST
13 funds
LENNAR CORP. April 10, 2024 Elect 11 directors to serve until the 2025 Annual Meeting of Stockholders: Teri P. McClure
Director Elections
Board For FOR
42 funds
AGAINST
13 funds
LENNAR CORP. April 10, 2024 Elect 11 directors to serve until the 2025 Annual Meeting of Stockholders: Theron (Tig) Gilliam
Director Elections
Board For FOR
43 funds
AGAINST
13 funds
LEXEO THERAPEUTICS INC. June 25, 2024 The election of Mette Kirstine Agger as the Class I director: Mette Kirstine Agger
Director Elections
Board For FOR
12 funds
WITHHOLD
2 funds
LIBERTY LATIN AMERICA LTD. May 21, 2024 To approve, on an advisory basis, the compensation of our named executive officers as described in the proxy statement under the heading "Executive Officers and Directors Compensation;" and
Say-on-Pay
Board For FOR
13 funds
AGAINST
2 funds
LIFEWAY FOODS INC. June 14, 2024 To approve, by non-binding advisory vote, executive compensation.
Say-on-Pay
Board For AGAINST
4 funds
FOR
2 funds
LINEAGE CELL THERAPEUTICS INC. September 6, 2023 To approve an amendment to the Lineage Cell Therapeutics, Inc. 2021 Equity Incentive Plan to increase the number of common shares available thereunder by 19,500,000.
Compensation
Board For AGAINST
6 funds
FOR
2 funds
LINKBANCORP INC. May 23, 2024 Election of Directors: David H. Koppenhaver
Director Elections
Board For FOR
4 funds
AGAINST
1 fund
LINKBANCORP INC. May 23, 2024 Election of Directors: George Parmer
Director Elections
Board For AGAINST
4 funds
FOR
1 fund
LIONS GATE ENTERTAINMENT CORP. November 28, 2023 Election of Directors: Hardwick Simmons
Director Elections
Board For FOR
18 funds
WITHHOLD
7 funds
LOEWS CORP. May 14, 2024 Election of Directors: Paul J. Fribourg
Director Elections
Board For FOR
24 funds
AGAINST
14 funds
LONDON STOCK EXCHANGE GROUP PLC April 25, 2024 Remuneration Policy
Compensation
Board For FOR
1 fund
AGAINST
4 funds
LUCID GROUP INC. June 4, 2024 To approve the amendment and restatement of the Lucid Group, Inc. Second Amended and Restated 2021 Stock Incentive Plan
Compensation
Board For FOR
16 funds
AGAINST
8 funds
MAGELLAN MIDSTREAM PARTNERS LP September 21, 2023 To approve, on a non-binding advisory basis, the compensation that may be paid or become payable to the named executive officers of Magellan GP, LLC, the general partner of Magellan, that is based on or otherwise relates to the merger contemplated by the Merger Agreement.
Say-on-Pay
Board For FOR
2 funds
AGAINST
2 funds
MAINSTREET BANCSHARES INC. May 15, 2024 Approval of the proposal to amend the 2019 Equity Incentive Plan to increase the number of shares of common stock available for issuance from 650,000 to 1,150,000 shares.
Compensation
Board For FOR
7 funds
AGAINST
2 funds
MALIBU BOATS INC. October 26, 2023 Elect Michael J. Connolly
Director Elections
Board For WITHHOLD
1 fund
FOR
8 funds
MAPLEBEAR INC. May 29, 2024 To elect the following Class I director nominees: Fidji Simo
Director Elections
Board For FOR
32 funds
WITHHOLD
3 funds
MARCUS & MILLICHAP INC. May 2, 2024 To approve, on an advisory basis, the compensation of the Company's named executive officers as disclosed in the proxy statement.
Say-on-Pay
Board For FOR
18 funds
AGAINST
9 funds
MARQETA INC. June 13, 2024 To approve, on a non-binding advisory basis, the compensation of our named executive officers.
Say-on-Pay
Board For FOR
23 funds
AGAINST
5 funds
MASCO CORP. May 10, 2024 Election of Directors: Marie A. Ffolkes
Director Elections
Board For FOR
18 funds
AGAINST
15 funds
MASTECH DIGITAL INC. May 15, 2024 Vote to approve the amendment and restatement of our Stock Incentive Plan originally effective as of October 1, 2008 and amended and restated effective as of May 14, 2014 (as amended through the date hereof, the "Plan").
Compensation
Board For AGAINST
3 funds
FOR
1 fund
MEDIATEK INC. May 27, 2024 Elect CHANG Peng-Heng
Director Elections
Board For FOR
1 fund
AGAINST
4 funds
MEDIATEK INC. May 27, 2024 Elect TSAI Ming-Kai
Director Elections
Board For FOR
1 fund
AGAINST
4 funds
MEDIATEK INC. May 27, 2024 Elect WU Chung-Yu
Director Elections
Board For FOR
1 fund
AGAINST
4 funds
MEDICAL PROPERTIES TRUST INC. May 30, 2024 To elect nine directors: D. Paul Sparks, Jr.
Director Elections
Board For FOR
17 funds
AGAINST
13 funds
MEDICAL PROPERTIES TRUST INC. May 30, 2024 To elect nine directors: Michael G. Stewart
Director Elections
Board For FOR
17 funds
AGAINST
13 funds
MEGA MATRIX CORP. December 29, 2023 To approve the proposed Amended and Restated 2021 Equity Incentive Plan.
Compensation
Board For AGAINST
3 funds
FOR
1 fund
MEITUAN June 14, 2024 Elect MU Rongjun
Director Elections
Board For FOR
1 fund
AGAINST
4 funds
MERCADOLIBRE INC. June 5, 2024 Elect Henrique Dubugras
Director Elections
Board For WITHHOLD
1 fund
FOR
4 funds
META MATERIALS INC. April 15, 2024 To approve an amendment to our Amended and Restated Articles of Incorporation, as amended, to increase the total number of authorized shares of common stock from 10,000,000 shares to 250,000,000 shares (the "Authorized Share Increase Proposal").
Capital Structure
Board For FOR
8 funds
AGAINST
1 fund
METHODE ELECTRONICS INC. September 13, 2023 Election of Director: Brian J. Cadwallader
Director Elections
Board For AGAINST
1 fund
FOR
7 funds
MICROCHIP TECHNOLOGY INC. August 22, 2023 Proposal to approve an amendment and restatement of our 1994 International Employee Stock Purchase Plan to extend the term of the Plan by ten years to November 30, 2034.
Compensation
Board For FOR
57 funds
AGAINST
14 funds
MICROCHIP TECHNOLOGY INC. August 22, 2023 Proposal to approve an amendment and restatement of our 2001 Employee Stock Purchase Plan to extend the term of the Plan by ten years to August 31, 2034.
Compensation
Board For FOR
57 funds
AGAINST
14 funds
MITSUBISHI UFJ FINANCIAL GROUP INC. June 27, 2024 Elect Hirofumi Nomoto
Corporate Governance
Board For FOR
1 fund
AGAINST
5 funds
MITSUBISHI UFJ FINANCIAL GROUP INC. June 27, 2024 Elect Hiroshi Shimizu
Capital Structure
Board For AGAINST
1 fund
FOR
5 funds
MODIVCARE INC. June 11, 2024 Election of Directors: Rahul Samant
Director Elections
Board For AGAINST
13 funds
FOR
7 funds
MONGODB INC. June 25, 2024 Elect Roelof F. Botha
Director Elections
Board For WITHHOLD
1 fund
FOR
8 funds
MONSTER BEVERAGE CORP. June 13, 2024 Elect Steven G. Pizula
Director Elections
Board For FOR
1 fund
WITHHOLD
12 funds
MORNINGSTAR INC. May 10, 2024 Election of Directors: Bill Lyons
Director Elections
Board For FOR
28 funds
AGAINST
12 funds
MORNINGSTAR INC. May 10, 2024 Election of Directors: Steve Joynt
Director Elections
Board For FOR
28 funds
AGAINST
12 funds
MOTORCAR PARTS OF AMERICA INC. September 14, 2023 To vote on an advisory (non-binding) proposal to approve the compensation of our named executive officers.
Say-on-Pay
Board For FOR
10 funds
AGAINST
2 funds
MUELLER INDUSTRIES INC. September 26, 2023 Approve the amendment to the Company's Restated Certificate of Incorporation to increase the number of authorized shares of common stock by 150,000,000 shares.
Capital Structure
Board For FOR
23 funds
AGAINST
8 funds
MULLEN AUTOMOTIVE INC. August 3, 2023 To approve the conversion of Mullen Automotive Inc. from a Delaware Corporation to a Maryland Corporation;
Extraordinary Transactions
Board For AGAINST
11 funds
FOR
2 funds
MYMD PHARMACEUTICALS INC. July 31, 2023 To approve the Agreement and Plan of Merger between the Company and its wholly-owned Delaware subsidiary, MyMD Pharmaceuticals, Inc. ("MyMD Delaware"), pursuant to which the Company will merge with and into MyMD Delaware for the sole purpose of changing the Company's state of domicile, including the approval of the Certificate of Incorporation of MyMD Delaware.
Extraordinary Transactions
Board For FOR
4 funds
AGAINST
1 fund
NATIONAL STORAGE AFFILIATES TRUST May 13, 2024 The election of twelve trustees to serve on the Board of Trustees: Mark Van Mourick
Director Elections
Board For FOR
18 funds
AGAINST
10 funds
NATIONAL VISION HOLDINGS INC. June 12, 2024 Advisory vote to approve the compensation of the named executive officers ( Say-on-Pay ).
Say-on-Pay
Board For AGAINST
1 fund
FOR
8 funds
NECESSITY RETAIL REIT INC (THE) September 8, 2023 To approve, by advisory (non-binding) vote, certain compensation arrangements for RTL's named executive officers in connection with the Proposed Transactions discussed under the section titled "The Companies - The Combined Company - Potential Conflicts of Interest of Officers and Directors of GNL and RTL" beginning on page 50.
Say-on-Pay
Board For FOR
15 funds
AGAINST
10 funds
NECESSITY RETAIL REIT INC. September 8, 2023 To approve the merger of RTL and GNL, which will be effected through a merger of RTL with and into Osmosis Sub I, LLC ("REIT Merger Sub"), a wholly owned subsidiary of GNL.
Extraordinary Transactions
Board For FOR
14 funds
AGAINST
9 funds
NETEASE INC. June 26, 2024 To Re-Elect Grace Hui Tang
Director Elections
Board For FOR
1 fund
AGAINST
4 funds
NEUBASE THERAPEUTICS INC. September 28, 2023 To elect one Class III director, nominated by our Board of Directors, to serve until our 2026 Annual Meeting of Stockholders and until his successor is duly elected and qualified; Franklyn G. Prendergast, M.D., Ph.D.
Director Elections
Board For WITHHOLD
4 funds
FOR
1 fund
NEUMORA THERAPEUTICS INC. June 13, 2024 To elect two Class I directors to hold office until the 2027 annual meeting of stockholders or until their successors are elected: Henry O. Gosebruch
Director Elections
Board For FOR
13 funds
WITHHOLD
4 funds
NEWELL BRANDS INC. May 9, 2024 Election of Directors: Bridget Ryan Berman
Director Elections
Board For FOR
21 funds
AGAINST
11 funds
NEWMARK GROUP INC. October 5, 2023 Elect Kenneth A. McIntyre
Director Elections
Board For FOR
1 fund
WITHHOLD
8 funds
NEWPARK RESOURCES INC. May 16, 2024 Election Of Director: Michael A. Lewis
Director Elections
Board For AGAINST
1 fund
FOR
4 funds
NEXPOINT REAL ESTATE FINANCE INC. January 26, 2024 To approve the amendment and restatement of the NexPoint Real Estate Finance, Inc. 2020 Long Term Incentive Plan.
Compensation
Board For FOR
6 funds
AGAINST
2 funds
NEXPOINT RESIDENTIAL TRUST INC. May 7, 2024 To elect seven directors to serve until the 2025 annual meeting of stockholders: Scott Kavanaugh
Director Elections
Board For FOR
18 funds
WITHHOLD
5 funds
NEXSTAR MEDIA GROUP INC. June 18, 2024 Election of Director to serve until the 2025 annual meeting of stockholders: Bernadette S. Aulestia
Director Elections
Board For AGAINST
2 funds
FOR
13 funds
NEXSTAR MEDIA GROUP INC. June 18, 2024 Election of Director to serve until the 2025 annual meeting of stockholders: Jay M. Grossman
Director Elections
Board For AGAINST
2 funds
FOR
13 funds
NIKE INC. September 12, 2023 Election of Class B Director: John Rogers, Jr.
Director Elections
Board For FOR
1 fund
WITHHOLD
14 funds
NIKOLA CORP. June 5, 2024 The approval of an amendment to the Nikola Corporation 2020 Stock Incentive Plan to increase the number of shares of common stock available for issuance thereunder by 130,000,000 shares, which is contingent on the approval of Proposal 2(a).
Compensation
Board For FOR
14 funds
AGAINST
4 funds
NN INC. May 14, 2024 Advisory (non-binding) vote to approve the compensation of the named executive officers of NN, Inc.
Say-on-Pay
Board For FOR
5 funds
AGAINST
2 funds
NORTHERN TECHNOLOGIES INTERNATIONAL CORP. January 19, 2024 To approve the Northern Technologies International Corporation 2024 Stock Incentive Plan.
Compensation
Board For AGAINST
4 funds
FOR
1 fund
NOVAVAX INC. June 13, 2024 Amendment and restatement of the Novavax, Inc. Amended and Restated 2013 Employee Stock Purchase Plan to increase the number of shares of common stock available for issuance thereunder by 1,000,000 shares, such that the number of shares available for issuance thereunder is the lesser of (a) 2,155,000 shares of common stock increased on January 1 of each year by 5% of the share pool on such January 1 (rounded down to the nearest whole share) and (b) 3,510,264 shares of common stock.
Compensation
Board For FOR
13 funds
AGAINST
4 funds
NOVO NORDISK A/S March 21, 2024 Elect Martin Mackay
Director Elections
Board For FOR
1 fund
ABSTAIN
7 funds
NU HOLDINGS LTD. August 16, 2023 To resolve, as an ordinary resolution, that the reelection of the individuals listed from "a" to "i", as directors of the Company (the "Nominees"), each to serve for a term ending on the date of the next annual general meeting of the Members, or until such person resigns or is removed in accordance with the terms of the Memorandum and Articles of Association of the Company, be approved: David Velez Osorno;
Director Elections
Board For FOR
9 funds
AGAINST
3 funds
NUVECTIS PHARMA INC. June 13, 2024 Election of Directors: Matthew Kaplan
Director Elections
Board For AGAINST
7 funds
FOR
2 funds
NVIDIA CORP. June 26, 2024 Election of Director: Aarti Shah
Director Elections
Board For FOR
1 fund
AGAINST
16 funds
NVR INC. May 7, 2024 Election of Directors: Alfred E. Festa
Director Elections
Board For FOR
44 funds
AGAINST
14 funds
OFG BANCORP May 8, 2024 Elect Susan S. Harnett
Director Elections
Board For WITHHOLD
1 fund
FOR
8 funds
OIL-DRI CORPORATION OF AMERICA December 13, 2023 Approval of the Amended and Restated Oil-Dri Corporation of America 2006 Long Term Incentive Plan which, among other modifications, increases the number of shares authorized for issuance from 1,219,500 shares to 1,719,500 shares and increases the maximum individual grant size in any calendar year to 150,000 shares.
Compensation
Board For AGAINST
7 funds
FOR
2 funds
ONE STOP SYSTEMS INC. May 15, 2024 To approve an amendment to our 2017 Equity Incentive Plan, as amended to date (the "2017 Plan"), to increase in the number of shares of the Company's common stock authorized for issuance thereunder from 3,000,000 shares to 5,000,000 shares, pursuant to the terms and conditions of the 2017 Plan.
Compensation
Board For AGAINST
4 funds
FOR
1 fund
OPENDOOR TECHNOLOGIES INC. June 14, 2024 To approve, on an advisory (non-binding) basis, the compensation of our named executive officers (Say-on-Pay Vote).
Say-on-Pay
Board For FOR
21 funds
AGAINST
9 funds
OPTIMIZERX CORP. June 5, 2024 Election of Directors: Gregory D. Wasson
Director Elections
Board For FOR
12 funds
WITHHOLD
2 funds
OPTIMIZERX CORP. June 5, 2024 Election of Directors: Patrick Spangler
Director Elections
Board For FOR
12 funds
WITHHOLD
2 funds
ORACLE CORP. November 15, 2023 Elect Safra A. Catz
Director Elections
Board For WITHHOLD
1 fund
FOR
13 funds
ORAGENICS INC. December 14, 2023 APPROVAL OF THE ADOPTION OF AN AMENDMENT TO COMPANY'S ARTICLES OF INCORPORATION TO INCREASE THE NUMBER OF AUTHORIZED SHARES OF COMMON STOCK FROM 4,166,666 SHARES TO 350,000,000 SHARES.
Capital Structure
Board For FOR
3 funds
AGAINST
1 fund
ORIENTAL LAND CO. LTD. June 27, 2024 Elect Yuzaburo Mogi
Director Elections
Board For AGAINST
1 fund
FOR
5 funds
ORMAT TECHNOLOGIES INC. May 8, 2024 To approve an amendment and restatement of the Company's 2018 Incentive Compensation Plan to increase the total number of shares reserved thereunder.
Compensation
Board For FOR
14 funds
AGAINST
9 funds
ORTHOFIX MEDICAL INC. June 18, 2024 Approval of Amendment No. 5 to the Amended and Restated 2012 Long-Term Incentive Plan to Increase the Number of Shares of Common Stock Authorized for Issuance Thereunder by 5,000,000.
Compensation
Board For FOR
12 funds
AGAINST
4 funds
PACIFIC BIOSCIENCES OF CALIFORNIA INC. June 18, 2024 Election of Directors: Marshall Mohr
Director Elections
Board For FOR
16 funds
AGAINST
4 funds
PALATIN TECHNOLOGIES INC. June 27, 2024 To approve, on an advisory, non-binding basis, the compensation of our named executive officers for the fiscal year ended June 30, 2023.
Say-on-Pay
Board For FOR
3 funds
AGAINST
2 funds
PALO ALTO NETWORKS INC. December 12, 2023 Election of Class III Director: Aparna Bawa
Director Elections
Board For FOR
1 fund
AGAINST
13 funds
PALO ALTO NETWORKS INC. December 12, 2023 Election of Class III Director: Lorraine Twohill
Director Elections
Board For FOR
1 fund
AGAINST
13 funds
PAR TECHNOLOGY CORP. June 3, 2024 Non-binding, advisory vote to approve the compensation of the Company s named executive officers.
Say-on-Pay
Board For AGAINST
1 fund
FOR
5 funds
PARAMOUNT GROUP INC. May 16, 2024 Election Of Director: Greg Wright
Director Elections
Board For FOR
1 fund
AGAINST
9 funds

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← All 20 managers, 2023-2024

How items are matched and positions counted: see the comparison table and the methodology. Built October 18, 2026 from SEC Form N-PX filings.