Home › Asset managers › Compare 2024-2025 › Fidelity vs Charles Schwab
Fidelity 2024-2025 · Charles Schwab 2024-2025 · Download the item list (CSV)
| 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% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
1,407 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 |
|---|---|---|---|---|---|---|
| SEZZLE INC. | June 10, 2025 | Election of Directors: Paul Paradis Director Elections |
Board | For | FOR 16 funds |
WITHHOLD 4 funds |
| SEZZLE INC. | June 10, 2025 | Election of Directors: Stephen East Director Elections |
Board | For | FOR 16 funds |
WITHHOLD 4 funds |
| SHOPIFY INC. | June 17, 2025 | Elect Jeremy Levine Director Elections |
Board | For | FOR 1 fund |
AGAINST 4 funds |
| SHOPIFY INC. | June 17, 2025 | Elect Joe Natale Director Elections |
Board | For | FOR 1 fund |
AGAINST 4 funds |
| SILK ROAD MEDICAL INC. | September 5, 2024 | To approve, on a non-binding, advisory basis, the compensation that will or may become payable by Silk Road to its named executive officers in connection with the merger contemplated by the merger agreement. Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 5 funds |
| SITE CENTERS CORP. | May 14, 2025 | Election of Directors: John M. Cattonar Director Elections |
Board | For | FOR 25 funds |
AGAINST 9 funds |
| SKYWATER TECHNOLOGY INC. | May 21, 2025 | Election of Directors: Loren A. Unterseher Director Elections |
Board | For | WITHHOLD 12 funds |
FOR 4 funds |
| SKYX PLATFORMS CORP. | July 10, 2024 | To approve, on an advisory, non-binding basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 3 funds |
| SL GREEN REALTY CORP. | June 3, 2025 | Election of Directors: Andrew W. Mathias Director Elections |
Board | For | FOR 15 funds |
AGAINST 11 funds |
| SOLID BIOSCIENCES INC. | June 12, 2025 | The approval of an advisory vote on executive compensation. Say-on-Pay |
Board | For | FOR 10 funds |
AGAINST 3 funds |
| SPHERE ENTERTAINMENT CO. | December 9, 2024 | Approval of the Company's 2020 Employee Stock Plan, as amended. Compensation |
Board | For | FOR 11 funds |
AGAINST 5 funds |
| SPOTIFY TECHNOLOGY SA | April 9, 2025 | Election of Directors: Mr. Christopher Marshall (B Director) Director Elections |
Board | For | FOR 2 funds |
AGAINST 9 funds |
| SPOTIFY TECHNOLOGY SA | April 9, 2025 | Election of Directors: Ms. Heidi O'Neill (B Director) Director Elections |
Board | For | FOR 2 funds |
AGAINST 9 funds |
| STAR HOLDINGS | May 21, 2025 | Election of Trustees: Richard Lieb Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 4 funds |
| STEM INC. | June 4, 2025 | To approve, on a non-binding, advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 11 funds |
AGAINST 3 funds |
| STEM INC. | June 4, 2025 | To elect the two Class I director nominees for terms expiring in 2028: Laura D'Andrea Tyson Director Elections |
Board | For | FOR 10 funds |
WITHHOLD 2 funds |
| STEPSTONE GROUP INC | September 10, 2024 | To ratify the appointment of Ernst & Young LLP as the Company's independent registered public accounting firm for the fiscal year ending March 31, 2025. Audit-related |
Board | For | FOR 25 funds |
AGAINST 7 funds |
| STEWART IN | May 7, 2025 | Election of Ten Directors: C. Allen Bradley, Jr. Director Elections |
Board | Not determined | FOR 20 funds |
AGAINST 7 funds |
| SURMODICS INC. | August 13, 2024 | Approve, in a non-binding advisory vote, certain compensation that may be paid or become payable to our named executive officers in connection with the merger. Say-on-Pay |
Board | For | FOR 13 funds |
AGAINST 5 funds |
| SWK HOLDINGS CORP. | June 13, 2025 | Election of Directors: Robert K. Hatcher Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 2 funds |
| TABOOLA.COM LTD. | June 4, 2025 | To approve an amendment to compensation terms for our Chief Executive Officer (and Director). Compensation |
Board | For | FOR 4 funds |
AGAINST 2 funds |
| TANDY LEATHER FACTORY INC. | June 10, 2025 | Approval of increasing shares authorized under the Tandy Leather Factory, Inc. 2023 Incentive Stock Plan. Compensation |
Board | For | FOR 3 funds |
AGAINST 1 fund |
| TANGO THERAPEUTICS INC. | June 5, 2025 | To approve, on a non-binding, advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 12 funds |
AGAINST 5 funds |
| TEJON RANCH CO. | May 13, 2025 | Advisory vote to approve named executive officer compensation. Shareholder Rights and Defenses |
Board | Contested | FOR 9 funds |
AGAINST 5 funds |
| TELEFLEX INC. | May 9, 2025 | Election of Directors: Stephen K. Klasko Director Elections |
Board | For | FOR 21 funds |
AGAINST 15 funds |
| TENCENT MUSIC ENTERTAINMENT GROUP | June 27, 2025 | Elect TSANG Wai Yip Director Elections |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| TERADATA CORP. | May 15, 2025 | Election of Class III Directors: Michael P. Gianoni Director Elections |
Board | For | AGAINST 1 fund |
FOR 9 funds |
| TEXTRON INC. | April 23, 2025 | Election of Directors: Maria T. Zuber Director Elections |
Board | For | FOR 36 funds |
AGAINST 14 funds |
| TPG INC. | June 5, 2025 | Election of Directors: Mary Cranston Director Elections |
Board | For | WITHHOLD 23 funds |
FOR 9 funds |
| TPG RE FINANCE TRUST INC. | May 20, 2025 | Ratification of the appointment of Deloitte & Touche LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2025. Audit-related |
Board | For | FOR 15 funds |
AGAINST 7 funds |
| TRIPADVISOR INC. | June 18, 2025 | Elect Jeremy Philips Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 9 funds |
| TRIUMPH FINANCIAL INC. | April 22, 2025 | Management Proposal Regarding Advisory Approval of the Company's Executive Compensation. Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 5 funds |
| TSS INC. | June 4, 2025 | Election of Class II directors: Darryll E. Dewan Director Elections |
Board | For | WITHHOLD 9 funds |
FOR 1 fund |
| TUHURA BIOSCIENCES INC. | June 23, 2025 | To approve, on a non-binding advisory basis, the compensation for our named executive officers (the Executive Compensation Proposal"). Say-on-Pay |
Board | For | FOR 4 funds |
AGAINST 2 funds |
| TUTOR PERINI CORP. | May 15, 2025 | Election of Directors: Dennis D. Oklak Director Elections |
Board | For | FOR 12 funds |
AGAINST 7 funds |
| TUTOR PERINI CORP. | May 15, 2025 | Election of Directors: Robert C. Lieber Director Elections |
Board | For | FOR 12 funds |
AGAINST 7 funds |
| TUTOR PERINI CORP. | May 15, 2025 | Election of Directors: Shahrokh ("Rock") Shah Director Elections |
Board | For | FOR 12 funds |
AGAINST 7 funds |
| The Wendy's Company | May 21, 2025 | Election of Directors: Kristin A. Dolan Director Elections |
Board | For | FOR 22 funds |
AGAINST 10 funds |
| UNIFIRST CORP. | January 14, 2025 | Approval, on a non-binding, advisory basis, of the compensation of the Company s named executive officers as more fully described in the accompanying Proxy Statement. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 9 funds |
| UNIFIRST CORP. | January 14, 2025 | Election of Class III Director to serve for a term of three years until the 2028 Annual Meeting of Shareholders and until their respective successors are duly elected and qualified: Cynthia Croatti Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 7 funds |
| UNITED AIRLINES HOLDINGS INC. | May 21, 2025 | Election of Directors: Edward M. Philip Director Elections |
Board | For | AGAINST 1 fund |
FOR 14 funds |
| UNITED HOMES GROUP INC. | June 12, 2025 | Election of Directors: Alan Levine Director Elections |
Board | For | AGAINST 8 funds |
FOR 2 funds |
| UNITED-GUARDIAN INC. | May 15, 2025 | ELECTION OF DIRECTORS: Arthur M. Dresner Director Elections |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| UNITED-GUARDIAN INC. | May 15, 2025 | ELECTION OF DIRECTORS: Lawrence F. Maietta Director Elections |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| UNITEDHEALTH GROUP INC. | June 2, 2025 | Election of Directors: Andrew Witty Director Elections |
Board | For | FOR 1 fund |
ABSTAIN 16 funds |
| UNITEDHEALTH GROUP INC. | June 2, 2025 | Election of Directors: Timothy Flynn Director Elections |
Board | For | FOR 104 funds |
AGAINST 16 funds |
| UNIVERSAL INSURANCE HOLDINGS INC. | June 12, 2025 | Election of twelve directors: Francis X. McCahill, III Director Elections |
Board | For | FOR 17 funds |
AGAINST 4 funds |
| UR-ENERGY INC. | June 5, 2025 | Election of Directors: Gary C. Huber Director Elections |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| URBAN ONE INC. | October 1, 2024 | To approve amendment and restatement of the Urban One 2019 Equity and Performance Incentive Plan to (i) correct a typographical error with respect to the duration of options and (ii) increase the number of shares available for issuance. Compensation |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| URBAN ONE INC. | June 18, 2025 | Election of Class B Directors: Catherine L. Hughes Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 1 fund |
| UROGEN PHARMA LTD | August 6, 2024 | To approve the Company's 2024 non-employee director and officer compensation policy. Compensation |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| USIO INC. | June 10, 2025 | To approve, on an advisory basis, the compensation paid to our Named Executive Officers for the year ended December 31, 2024. Say-on-Pay |
Board | For | AGAINST 4 funds |
FOR 2 funds |
| VARONIS SYSTEMS INC. | June 5, 2025 | To approve additional shares for issuance under the Amended and Restated Varonis Systems, Inc. 2023 Omnibus Equity Incentive Plan. Compensation |
Board | For | FOR 21 funds |
AGAINST 6 funds |
| VARONIS SYSTEMS INC. | June 5, 2025 | To approve, on a non-binding, advisory basis, the executive compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 23 funds |
AGAINST 7 funds |
| VELOCITY FINANCIAL INC. | May 23, 2025 | Election of Directors: John A. Pless Director Elections |
Board | For | FOR 7 funds |
AGAINST 4 funds |
| VENTYX BIOSCIENCES INC. | June 4, 2025 | To approve, on an advisory basis, the compensation of the named executive officers identified in the 2024 Summary Compensation Table in the "Executive Compensation" section of the proxy statement (the "Say-on-Pay Vote"). Say-on-Pay |
Board | For | FOR 12 funds |
AGAINST 4 funds |
| VIASAT INC. | September 5, 2024 | Election of Directors: John Stenbit Director Elections |
Board | For | FOR 15 funds |
WITHHOLD 7 funds |
| VIRGIN GALACTIC HOLDINGS INC. | June 5, 2025 | Approval, on an advisory (non-binding) basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 12 funds |
AGAINST 5 funds |
| VIRTRA INC. | October 21, 2024 | Election of Directors: Gregg C.E. Johnson Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 2 funds |
| VISTA OUTDOOR INC. | August 23, 2024 | Election of Directors: Gerard Gibbons Director Elections |
Board | For | FOR 13 funds |
AGAINST 7 funds |
| VOLITIONRX LIMITED | July 2, 2024 | To approve the Company's 2024 Stock Incentive Plan. Compensation |
Board | For | FOR 3 funds |
AGAINST 1 fund |
| VOLITIONRX LIMITED | July 2, 2024 | To approve, by a non-binding advisory vote, the compensation of the Company's named executive officers as disclosed in the Compensation of Named Executive Officers section of the Proxy Statement. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 2 funds |
| VOYA FINANCIAL INC. | May 22, 2025 | Election of Directors: Joseph V. Tripodi Director Elections |
Board | For | AGAINST 1 fund |
FOR 12 funds |
| W&T OFFSHORE INC. | June 3, 2025 | To approve, on an advisory basis, the compensation of the Company's named executive officers, as disclosed in the Proxy Statement pursuant to Item 402 of Regulation S-K. Say-on-Pay |
Board | For | FOR 11 funds |
AGAINST 5 funds |
| WEBTOON ENTERTAINMENT INC. | June 4, 2025 | Election of Director: Nancy Dubuc (Class I) Director Elections |
Board | For | FOR 14 funds |
WITHHOLD 4 funds |
| WEG SA | April 29, 2025 | Election of Supervisory Council Director Elections |
Board | For | AGAINST 1 fund |
ABSTAIN 1 fund |
| WESTWATER RESOURCES INC. | May 27, 2025 | Approve four amendments to the 2013 Omnibus Incentive Plan, as amended ("Incentive Plan"), (a) to increase the authorized number of shares of common stock available and reserved for issuance under the Incentive Plan by 20 million shares; (b) to change the limit on the number of shares of stock that may be granted in a calendar year to any eligible person to a formulaic standard based upon a maximum multiple of base cash compensation and to provide the Committee that administers the Incentive Plan with the discretion to determine the specific number of shares that may be granted in a calendar year to any eligible person; (c) to allow a Grantee under the Incentive Plan to authorize the Company to withhold shares of Stock for satisfying any federal, state or local tax withholding requirements at percentages equal to or more than the statutory minimum, up to the statutory maximum; and (d) to allow for shares of Stock deducted from or delivered by a Grantee under the Incentive Plan to satisfy any federal, state or local tax withholding requirements to be available again for issuance under the Incentive Plan. Compensation |
Board | For | FOR 3 funds |
AGAINST 1 fund |
| WESTWATER RESOURCES INC. | May 27, 2025 | Election of Directors: Terence J. Cryan Director Elections |
Board | For | FOR 3 funds |
WITHHOLD 1 fund |
| WESTWATER RESOURCES INC. | May 27, 2025 | Election of Directors: Tracy D. Pagliara Director Elections |
Board | For | FOR 3 funds |
WITHHOLD 1 fund |
| WEX INC. | May 15, 2025 | Election of Directors for one-year term: Jack VanWoerkom Director Elections |
Board | For | AGAINST 1 fund |
FOR 14 funds |
| WEX INC. | May 15, 2025 | Election of Directors for one-year term: James (Jim) Neary Director Elections |
Board | For | AGAINST 1 fund |
FOR 14 funds |
| WEX INC. | May 15, 2025 | Election of Directors for one-year term: Melissa Smith Director Elections |
Board | For | AGAINST 1 fund |
FOR 14 funds |
| WILLIS LEASE FINANCE CORP. | June 5, 2025 | Elect two Class III Directors to serve until the 2028 Annual Meeting of Stockholders, specifically and as nominated by the Board of Directors: Brendan J. Curran Director Elections |
Board | For | AGAINST 8 funds |
FOR 4 funds |
| WORTHINGTON ENTERPRISES INC. | September 24, 2024 | Approve the Worthington Enterprises, Inc. 2024 Long-Term Incentive Plan. Compensation |
Board | For | FOR 15 funds |
AGAINST 7 funds |
| X4 PHARMACEUTICALS INC. | June 9, 2025 | To hold a non-binding, advisory "say-on-pay" vote on the Company's executive compensation. Say-on-Pay |
Board | For | FOR 12 funds |
AGAINST 2 funds |
| ZSCALER INC. | January 10, 2025 | To approve on a non-binding, advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 34 funds |
AGAINST 9 funds |
| ZURN ELKAY | May 1, 2025 | Advisory vote to approve the compensation of Zurn Elkay's named executive officers, as disclosed in "Compensation Discussion and Analysis" and "Executive Compensation" in the Proxy Statement. Say-on-Pay |
Board | Not determined | FOR 16 funds |
AGAINST 13 funds |
| 10X GENOMICS INC. | June 3, 2025 | To approve, on a non-binding, advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | Split 36 FOR, 1 AGAINST |
AGAINST 7 funds |
| 3D SYSTEMS CORP. | August 30, 2024 | The election of the nine directors named in the accompanying Proxy Statement: Kevin S. Moore Director Elections |
Board | For | Split 1 FOR, 10 AGAINST |
AGAINST 4 funds |
| 3D SYSTEMS CORP. | August 30, 2024 | The election of the nine directors named in the accompanying Proxy Statement: Vasant Padmanabhan Director Elections |
Board | For | Split 1 FOR, 10 AGAINST |
AGAINST 4 funds |
| 3D SYSTEMS CORP. | May 16, 2025 | The election of the nine directors named in the accompanying Proxy Statement: Claudia N. Drayton Director Elections |
Board | For | Split 10 FOR, 1 AGAINST |
FOR 4 funds |
| 3D SYSTEMS CORP. | May 16, 2025 | The election of the nine directors named in the accompanying Proxy Statement: Kevin S. Moore Director Elections |
Board | For | Split 10 FOR, 1 AGAINST |
FOR 4 funds |
| 3D SYSTEMS CORP. | May 16, 2025 | The election of the nine directors named in the accompanying Proxy Statement: Thomas W. Erickson Director Elections |
Board | For | Split 10 FOR, 1 AGAINST |
FOR 4 funds |
| 8X8 INC. | August 15, 2024 | To approve an amendment to the 2022 Equity Incentive Plan to increase the number of shares of common stock available for issuance thereunder by 14,000,000 shares. Compensation |
Board | For | Split 12 FOR, 3 AGAINST |
FOR 5 funds |
| ABBOTT LABORATORIES | April 25, 2025 | Say on Pay - An Advisory Vote on the Approval of Executive Compensation Say-on-Pay |
Board | For | Split 48 FOR, 1 AGAINST |
FOR 17 funds |
| ABBVIE INC. | May 9, 2025 | Say on Pay - An advisory vote on the approval of executive compensation Say-on-Pay |
Board | For | Split 80 FOR, 3 AGAINST |
FOR 18 funds |
| ACADIA HEALTHCARE COMPANY INC. | May 29, 2025 | Election of Directors: Reeve B. Waud Director Elections |
Board | For | Split 36 FOR, 1 AGAINST |
FOR 11 funds |
| ACADIAN ASSET MANAGEMENT INC. | May 13, 2025 | Election of Directors: Andrew Kim Director Elections |
Board | For | Split 11 FOR, 4 AGAINST |
AGAINST 7 funds |
| ACADIAN ASSET MANAGEMENT INC. | May 13, 2025 | Election of Directors: John Paulson Director Elections |
Board | For | Split 11 FOR, 4 AGAINST |
FOR 7 funds |
| ACADIAN ASSET MANAGEMENT INC. | May 13, 2025 | Election of Directors: Kelly Young Director Elections |
Board | For | Split 12 FOR, 3 AGAINST |
FOR 7 funds |
| ACM RESEARCH INC. | June 12, 2025 | Election of Directors: Tracy Liu Director Elections |
Board | For | Split 5 FOR, 13 WITHHOLD |
WITHHOLD 4 funds |
| ACV AUCTIONS INC. | May 28, 2025 | Elect two Class I directors: George Chamoun Director Elections |
Board | For | Split 22 FOR, 1 WITHHOLD |
FOR 4 funds |
| ACV AUCTIONS INC. | May 28, 2025 | Elect two Class I directors: Robert P. Goodman Director Elections |
Board | For | Split 22 FOR, 1 WITHHOLD |
FOR 4 funds |
| ADAPTIVE BIOTECHNOLOGIES CORP. | June 10, 2025 | To elect one Class III director nominee to serve on the board of directors of Adaptive Biotechnologies Corporation for a three-year term expiring at the 2028 annual meeting of shareholders; Chad Robins Director Elections |
Board | For | Split 13 FOR, 2 WITHHOLD |
FOR 4 funds |
| ADOBE INC. | April 22, 2025 | Approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | Split 63 FOR, 4 AGAINST |
FOR 16 funds |
| ADT INC. | May 21, 2025 | Advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | Split 14 FOR, 5 AGAINST |
FOR 16 funds |
| ADVANCED DRAINAGE SYSTEMS | July 18, 2024 | Approval, in a non-binding advisory vote, of the compensation for named executive officers. Say-on-Pay |
Board | For | Split 22 FOR, 1 AGAINST |
FOR 13 funds |
| ADVANCED MICRO DEVICES INC. | May 14, 2025 | Approve on a non-binding, advisory basis the compensation of the named executive officers, as disclosed in this proxy statement pursuant to the compensation disclosure rules of the U.S. Securities and Exchange Commission. Say-on-Pay |
Board | For | Split 49 FOR, 3 AGAINST |
FOR 16 funds |
| AEVA TECHNOLOGIES INC. | June 20, 2025 | Approval, on a non-binding advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | Split 3 FOR, 10 AGAINST |
FOR 5 funds |
| AGCO CORP. | April 24, 2025 | Election of Directors: Niels Porksen Director Elections |
Board | For | Split 15 FOR, 4 AGAINST |
FOR 12 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.