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
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.
| Company | Meeting | Proposal | On the ballot from | Board recommended | Fidelity | Charles Schwab |
|---|---|---|---|---|---|---|
| 374WATER INC. | June 13, 2024 | Election of Directors: Buddie Joe (BJ) Penn Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 3 funds |
| 374WATER INC. | June 13, 2024 | Election of Directors: Terry Merrell Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 3 funds |
| ACCOR SA | May 31, 2024 | 2023 Remuneration of Sebastien Bazin, Chair and CEO Compensation |
Board | For | FOR 1 fund |
AGAINST 5 funds |
| ACCTON TECHNOLOGY CORP. | June 13, 2024 | Elect Representative of Kuan Xin Investment Corp. Director Elections |
Board | For | AGAINST 1 fund |
ABSTAIN 1 fund |
| ACME UNITED CORP. | April 22, 2024 | Approval of an amendment to the 2022 Employee Stock Option Plan to increase the number of shares authorized for issuance as described in the proxy statement. Compensation |
Board | For | FOR 3 funds |
AGAINST 1 fund |
| ADIDAS AG | May 16, 2024 | Remuneration Report Compensation |
Board | For | FOR 1 fund |
AGAINST 5 funds |
| ADTRAN HOLDINGS INC. | May 8, 2024 | Election of Directors: Gregory J. McCray Director Elections |
Board | For | FOR 13 funds |
AGAINST 7 funds |
| ADTRAN HOLDINGS INC. | May 8, 2024 | Election of Directors: H. Fenwick Huss Director Elections |
Board | For | FOR 13 funds |
AGAINST 7 funds |
| ADTRAN HOLDINGS INC. | May 8, 2024 | Election of Directors: Jacqueline H. Rice Director Elections |
Board | For | FOR 13 funds |
AGAINST 7 funds |
| ADTRAN HOLDINGS INC. | May 8, 2024 | Election of Directors: Nikos Theodosopoulos Director Elections |
Board | For | FOR 13 funds |
AGAINST 7 funds |
| ADVANCE AUTO PARTS INC. | May 22, 2024 | Election Of Director: Douglas A. Pertz Director Elections |
Board | For | AGAINST 1 fund |
FOR 9 funds |
| ADVANTAGE SOLUTIONS INC. | May 29, 2024 | To approve, on an advisory (non-binding) basis, the compensation of Advantage Solutions Inc.'s named executive officers. Say-on-Pay |
Board | For | FOR 10 funds |
AGAINST 5 funds |
| AGENUS INC. | June 11, 2024 | To approve, in a non-binding advisory vote, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 3 funds |
| AIR FRANCE - KLM | June 5, 2024 | 2024 Remuneration Policy (CEO) Compensation |
Board | For | FOR 1 fund |
AGAINST 3 funds |
| AKAMAI TECHNOLOGIES INC. | May 10, 2024 | Election of Directors: Madhu Ranganathan Director Elections |
Board | For | FOR 29 funds |
AGAINST 13 funds |
| AKZO NOBEL NV | April 25, 2024 | Elect Byron Grote to the Supervisory Board Director Elections |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| AKZO NOBEL NV | April 25, 2024 | Elect Ute Wolf to the Supervisory Board Director Elections |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| ALBERTSONS COMPANIES INC. | August 3, 2023 | Election of Director: Sharon Allen Director Elections |
Board | For | AGAINST 1 fund |
FOR 9 funds |
| ALEXANDRIA REAL ESTATE EQUITIES INC. | May 14, 2024 | Election of Directors: Richard H. Klein Director Elections |
Board | For | FOR 31 funds |
AGAINST 17 funds |
| ALEXANDRIA REAL ESTATE EQUITIES INC. | May 14, 2024 | Election of Directors: Steven R. Hash Director Elections |
Board | For | FOR 31 funds |
AGAINST 17 funds |
| ALEXANDRIA REAL ESTATE EQUITIES INC. | May 14, 2024 | To cast a non-binding, advisory vote on a resolution to approve the compensation of the Company's named executive officers, as more particularly described in the accompanying Proxy Statement. Say-on-Pay |
Board | For | FOR 33 funds |
AGAINST 18 funds |
| ALLOGENE THERAPEUTICS INC. | June 5, 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 31 funds |
AGAINST 5 funds |
| ALPHABET INC. | June 7, 2024 | Election of ten Directors: Frances H. Arnold Director Elections |
Board | For | FOR 108 funds |
AGAINST 14 funds |
| ALPHABET INC. | June 7, 2024 | Election of ten Directors: K. Ram Shriram Director Elections |
Board | For | FOR 108 funds |
AGAINST 14 funds |
| ALPHABET INC. | June 7, 2024 | Election of ten Directors: L. John Doerr Director Elections |
Board | For | FOR 108 funds |
AGAINST 14 funds |
| ALPHABET INC. | June 7, 2024 | Election of ten Directors: Robin L. Washington Director Elections |
Board | For | FOR 108 funds |
AGAINST 14 funds |
| ALTISOURCE PORTFOLIO SOLUTIONS SA | May 30, 2024 | Proposal to approve the amendment of our 2009 Equity Incentive Plan (the "Plan") to increase the number of shares of common stock reserved for issuance under the Plan by an additional 3.3 million shares Compensation |
Board | For | AGAINST 4 funds |
FOR 1 fund |
| AMERICAN ASSETS TRUST INC. | June 3, 2024 | Elect Joy L. Schaefer Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 11 funds |
| AMERICAN FINANCIAL GROUP INC. | May 23, 2024 | Elect William W. Verity Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 12 funds |
| AMERICAN NATIONAL BANKSHARES INC. | November 14, 2023 | Proposal to approve, on an advisory (non-binding) basis, specified compensation that may be paid or become payable to the named executive officers of American National that is based on or otherwise relates to the merger. Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 3 funds |
| AMTECH SYSTEMS INC. | March 6, 2024 | To approve the advisory (non-binding) resolution relating to the named executive officer compensation as disclosed in the accompanying proxy statement and Say-on-Pay |
Board | For | FOR 4 funds |
AGAINST 2 funds |
| ANTOFAGASTA PLC | May 8, 2024 | Elect Andronico Luksic Craig Director Elections |
Board | For | FOR 1 fund |
AGAINST 4 funds |
| ANTOFAGASTA PLC | May 8, 2024 | Elect Jean-Paul Luksic Fontbona Director Elections |
Board | For | FOR 1 fund |
AGAINST 4 funds |
| ANTOFAGASTA PLC | May 8, 2024 | Elect Ramon F. Jara Director Elections |
Board | For | FOR 1 fund |
AGAINST 4 funds |
| ANTOFAGASTA PLC | May 8, 2024 | Remuneration Report Compensation |
Board | For | AGAINST 1 fund |
FOR 4 funds |
| APARTMENT INCOME REIT CORP. | June 25, 2024 | Proposal to approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to our principal executive officer, principal financial officer, and the three other most highly compensated executive officers calculated in accordance with the Securities and Exchange Commission's rules and regulations, that is based on or otherwise relates to the merger. Say-on-Pay |
Board | For | FOR 27 funds |
AGAINST 15 funds |
| APPLIED OPTOELECTRONICS INC. | June 6, 2024 | To approve a portion of the award of performance-vesting restricted stock units (PSUs) granted to our Chief Executive Officer in June 2023 with respect to 355,871 shares at target level performance, which portion exceeded the annual limit on the value of awards granted under our 2021 Equity Incentive Plan. Compensation |
Board | For | FOR 8 funds |
AGAINST 1 fund |
| APPLIED OPTOELECTRONICS INC. | June 6, 2024 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 2 funds |
| APYX MEDICAL CORP. | August 10, 2023 | The approval of the 2023 Share Incentive Plan. Compensation |
Board | For | AGAINST 5 funds |
FOR 1 fund |
| ARCA BIOPHARMA INC. | January 30, 2024 | To approve, on an advisory basis, the compensation of the Company's named executive officers, as disclosed in this proxy statement. Say-on-Pay |
Board | For | AGAINST 4 funds |
FOR 2 funds |
| ARCUS BIOSCIENCES INC. | June 6, 2024 | To ratify the selection by the Audit Committee of the Board of Directors of Ernst & Young LLP as the independent registered public accounting firm of Arcus Biosciences for its fiscal year ending December 31, 2024. Audit-related |
Board | For | FOR 22 funds |
AGAINST 5 funds |
| ARGENX SE | May 7, 2024 | Remuneration Policy Compensation |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| ARTHUR J. GALLAGHER & CO. | May 7, 2024 | Election of Directors: Chris Miskel Director Elections |
Board | For | FOR 85 funds |
AGAINST 15 funds |
| ASE TECHNOLOGY HOLDING CO. LTD. | June 26, 2024 | Elect HO Mei-Yueh Director Elections |
Board | For | FOR 1 fund |
AGAINST 3 funds |
| ASE TECHNOLOGY HOLDING CO. LTD. | June 26, 2024 | Elect YU Shen-Fu Director Elections |
Board | For | FOR 1 fund |
AGAINST 3 funds |
| 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 |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 13, 2026 from SEC Form N-PX filings.