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Fidelity vs Charles Schwab: how alike they voted, 2024-2025

96.8% When both took a single position, they voted the same way on 96.8% of 17,122 items (16,572 the same, 550 different). 1,166 items where at least one of them split its funds are listed separately below. Both voted on 18,288 items in all.

Fidelity 2024-2025 · Charles Schwab 2024-2025 · 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 items	Same	Differ	Split (not in %)	Same position	Fund-level
All ballot items	18,288	16,572	550	1,166	96.8%	94.9%
Board proposals	17,058	15,651	477	930	97.0%	95.5%
E&S shareholder proposals	253	176	5	72	97.2%	90.2%
Other items	977	745	68	164	91.6%	85.2%

Where they did not vote alike

Everything Voted differently Split votes

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

5 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
ALPHABET INC.	June 6, 2025	Stockholder proposal regarding a human rights impact assessment of AI-driven targeted ad policies Human Rights or Human Capital/workforce	Shareholder (E&S)	Against	AGAINST 1 fund	FOR 14 funds
AMAZON.COM	May 21, 2025	SHAREHOLDER PROPOSAL REQUESTING A REPORT ON WAREHOUSE WORKING CONDITIONS Human Rights or Human Capital/workforce	Shareholder (E&S)	Against	AGAINST 113 funds	FOR 14 funds
AMAZON.COM INC.	May 21, 2025	Shareholder proposal requesting a report on data dosage oversight in AI offerings Other Social Issues	Shareholder (E&S)	Against	FOR 1 fund	AGAINST 14 funds
META PLATFORMS INC.	May 28, 2025	A shareholder proposal regarding report on AI data usage oversight. Corporate Governance	Shareholder (E&S)	Against	FOR 1 fund	AGAINST 14 funds
MICROSOFT	December 10, 2024	Report on Risks of Weapons Development. Other Social Issues	Shareholder (E&S)	Against	FOR 1 fund	AGAINST 15 funds

← All 20 managers, 2024-2025

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