Home › Asset managers › Compare 2025-2026 › Fidelity vs Charles Schwab
Fidelity 2025-2026 · Charles Schwab 2025-2026 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 21,372 | 19,538 | 672 | 1,162 | 96.7% | 95.2% |
| Board proposals | 19,083 | 17,514 | 572 | 997 | 96.8% | 95.4% |
| E&S shareholder proposals | 170 | 120 | 4 | 46 | 96.8% | 91.3% |
| Other items | 2,119 | 1,904 | 96 | 119 | 95.2% | 93.9% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
572 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 |
|---|---|---|---|---|---|---|
| COASTALSOUTH BANCSHARES, INC. | April 23, 2026 | Election of Directors: John G. Aldridge, Jr. Director Elections |
Board | For | FOR 6 funds |
WITHHOLD 2 funds |
| COASTALSOUTH BANCSHARES, INC. | April 23, 2026 | Election of Directors: L. Scott Askins Director Elections |
Board | For | FOR 6 funds |
WITHHOLD 2 funds |
| COGENT COMMUNICATIONS HOLDINGS, INC. | May 1, 2026 | To approve the Third Amended and Restated 2017 Incentive Award Plan of the Company, including an increase in the number of shares available for issuance thereunder by 1.5 million shares. Compensation |
Board | For | FOR 17 funds |
AGAINST 7 funds |
| COMCAST CORPORATION | June 10, 2026 | Elect Gordon A. Smith Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 14 funds |
| COMPX INTERNATIONAL INC. | May 20, 2026 | Election of Directors: Ann Manix Director Elections |
Board | For | FOR 6 funds |
WITHHOLD 1 fund |
| COMPX INTERNATIONAL INC. | May 20, 2026 | Election of Directors: Michael S. Simmons Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 1 fund |
| COMPX INTERNATIONAL INC. | May 20, 2026 | Election of Directors: Terri L. Herrington Director Elections |
Board | For | FOR 6 funds |
WITHHOLD 1 fund |
| CONSTRUCTION PARTNERS INC | March 24, 2026 | Proposal to elect two Class II directors to serve for a three-year term expiring at the 2029 annual meeting of stockholders. Craig Jennings Director Elections |
Board | For | WITHHOLD 32 funds |
FOR 9 funds |
| CONTANGO ORE, INC. | March 17, 2026 | The Share Increase Proposal - To approve the increase of the number of authorized Contango Shares from 45,000,000 shares to 250,000,000 shares and the related amendment to the Certificate of Incorporation of Contango, as amended (the "Charter") that will be set forth in a Certificate of Amendment to the Charter. Capital Structure |
Board | For | AGAINST 11 funds |
FOR 2 funds |
| CONTANGO SILVER & GOLD INC. | June 18, 2026 | Election of Directors: Brad Juneau Director Elections |
Board | For | FOR 10 funds |
WITHHOLD 2 funds |
| CORE SCIENTIFIC, INC. | May 12, 2026 | To approve, on a non-binding, advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 17 funds |
AGAINST 6 funds |
| COREWEAVE, INC. | June 8, 2026 | Election of Class I Director: Michael Intrator Director Elections |
Board | For | FOR 19 funds |
WITHHOLD 9 funds |
| CREDIT ACCEPTANCE CORPORATION | June 10, 2026 | Election of Directors: Kenneth S. Booth Director Elections |
Board | For | FOR 25 funds |
WITHHOLD 12 funds |
| CRISPR THERAPEUTICS AG | June 4, 2026 | Binding vote on maximum equity for members of the Board of Directors from the 2026 Annual General Meeting to the 2027 annual general meeting of shareholders. Compensation |
Board | For | FOR 6 funds |
AGAINST 5 funds |
| CRISPR THERAPEUTICS AG | June 4, 2026 | Re-election of Sandesh Mahatme, LL.M. Director Elections |
Board | For | FOR 6 funds |
AGAINST 5 funds |
| CTO REALTY GROWTH, INC. | June 17, 2026 | Election of Directors: Mr. George R. Brokaw Director Elections |
Board | For | FOR 13 funds |
AGAINST 4 funds |
| Cal-Maine Foods, Inc. | October 3, 2025 | Election of Class I Directors: Camille S. Young Director Elections |
Board | For | FOR 26 funds |
WITHHOLD 8 funds |
| Capital One Financial Corporation | May 8, 2026 | Election of Directors: Jennifer L. Wong Director Elections |
Board | For | FOR 73 funds |
AGAINST 12 funds |
| Capri Holdings Limited | August 7, 2025 | Election of Directors: Judy Gibbons Director Elections |
Board | For | FOR 40 funds |
AGAINST 8 funds |
| Cardinal Infrastructure Group Inc. | June 5, 2026 | Election of Directors: Austin J. Shanfelter Director Elections |
Board | For | FOR 18 funds |
AGAINST 2 funds |
| Cardinal Infrastructure Group Inc. | June 5, 2026 | Election of Directors: Richard B. Wimmer Director Elections |
Board | For | FOR 18 funds |
AGAINST 2 funds |
| Cardinal Infrastructure Group Inc. | June 5, 2026 | Election of Directors: Richard M. Lee Director Elections |
Board | For | FOR 18 funds |
AGAINST 2 funds |
| Changzhou Xingyu Automotive Lighting Systems Co Ltd | November 20, 2025 | 2025 EMPLOYEE STOCK OWNERSHIP PLAN (DRAFT) AND ITS SUMMARY Compensation |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| Changzhou Xingyu Automotive Lighting Systems Co Ltd | April 10, 2026 | Reappointment of Audit Firm Audit-related |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| Charter Communications, Inc. | April 21, 2026 | Election of Directors: W. Lance Conn Director Elections |
Board | For | FOR 24 funds |
AGAINST 13 funds |
| Chime Financial, Inc. | June 2, 2026 | Election of Class I Directors: Shawn Carolan Director Elections |
Board | For | FOR 8 funds |
AGAINST 4 funds |
| China Construction Bank Corporation | June 26, 2026 | Elect CAO Liqun Director Elections |
Board | For | AGAINST 1 fund |
FOR 4 funds |
| Circle Internet Group, Inc. | May 14, 2026 | Election of Three Class I Directors: Craig Broderick Director Elections |
Board | For | FOR 27 funds |
AGAINST 9 funds |
| Circle Internet Group, Inc. | May 14, 2026 | Election of Three Class I Directors: Jeremy Allaire Director Elections |
Board | For | FOR 27 funds |
AGAINST 9 funds |
| Clarivate Plc | May 14, 2026 | RE-ELECTION OF DIRECTORS: Andrew Snyder Director Elections |
Board | For | FOR 14 funds |
AGAINST 8 funds |
| CleanSpark, Inc. | March 3, 2026 | Election of Directors: Amanda Cavaleri Director Elections |
Board | For | FOR 16 funds |
WITHHOLD 5 funds |
| CleanSpark, Inc. | March 3, 2026 | Election of Directors: Larry McNeill Director Elections |
Board | For | FOR 16 funds |
WITHHOLD 5 funds |
| Compass, Inc. | May 14, 2026 | Election of Class II Directors: Charles Phillips Director Elections |
Board | For | FOR 70 funds |
AGAINST 8 funds |
| Contemporary Amperex Technology Co. Limited | April 3, 2026 | General Mandate for the Additional H-Share Offering Capital Structure |
Board | For | FOR 1 fund |
AGAINST 3 funds |
| Contemporary Amperex Technology Co. Limited | April 3, 2026 | Reappointment of 2026 Audit Firm Audit-related |
Board | For | AGAINST 1 fund |
FOR 3 funds |
| Core Scientific, Inc. | May 12, 2026 | Election of Directors: Yadin Rozov Director Elections |
Board | For | FOR 16 funds |
WITHHOLD 5 funds |
| Cracker Barrel Old Country Store, Inc. | November 20, 2025 | To elect ten (10) directors: Julie Masino Director Elections |
Board | Contested | FOR 14 funds |
ABSTAIN 7 funds |
| Croda International plc | April 22, 2026 | Elect Ian Bull Director Elections |
Board | For | AGAINST 1 fund |
FOR 4 funds |
| Cross Country Healthcare, Inc. | December 9, 2025 | Proposal to elect seven directors for terms expiring at the 2026 annual meeting: Dwayne Allen Director Elections |
Board | For | FOR 13 funds |
AGAINST 7 funds |
| CyberArk Software Ltd. | November 13, 2025 | The 2024 Share Incentive Plan Proposal. To approve and ratify the Company's 2024 share incentive plan. Compensation |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| DEFI DEVELOPMENT CORP. | December 18, 2025 | To approve the Company's 2025 Employee Stock Purchase Plan. Capital Structure |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| DELCATH SYSTEMS, INC. | May 13, 2026 | To approve an amendment of the Company's 2020 Omnibus Equity Incentive Plan to increase by 1,800,000 the number of shares of common stock, $0.01 par value per share (''Common Stock'') available thereunder; Compensation |
Board | For | AGAINST 12 funds |
FOR 2 funds |
| DELCATH SYSTEMS, INC. | May 13, 2026 | To approve, on a non-binding advisory basis, the compensation of our named executive officers as disclosed in the accompanying proxy statement (''Proxy Statement''). Say-on-Pay |
Board | For | FOR 13 funds |
AGAINST 3 funds |
| DSV A/S | March 19, 2026 | Elect Lars Soren Rasmussen Director Elections |
Board | For | FOR 1 fund |
ABSTAIN 4 funds |
| DSV A/S | March 19, 2026 | Elect Natalie S Riise-Knudsen Director Elections |
Board | For | FOR 1 fund |
ABSTAIN 4 funds |
| DSV A/S | March 19, 2026 | Remuneration Report Compensation |
Board | For | FOR 1 fund |
AGAINST 4 funds |
| Daily Journal Corporation | February 24, 2026 | Election of four Directors: Mary Conlin Director Elections |
Board | For | FOR 14 funds |
AGAINST 4 funds |
| Dave & Buster's Entertainment, Inc. | June 18, 2026 | Election of Directors: Scott I. Ross Director Elections |
Board | For | AGAINST 12 funds |
FOR 6 funds |
| Deckers Outdoor Corporation | September 8, 2025 | Election of Directors: Lauri M. Shanahan Director Elections |
Board | For | FOR 35 funds |
AGAINST 13 funds |
| Distribution Solutions Group, Inc. | May 14, 2026 | Election of seven directors to serve one year: Mark F. Moon Director Elections |
Board | For | FOR 14 funds |
WITHHOLD 4 funds |
| Dream Finders Homes, Inc. | June 8, 2026 | Election of Directors: Megha H. Parekh Director Elections |
Board | For | FOR 12 funds |
AGAINST 7 funds |
| Dropbox, Inc. | May 21, 2026 | Elect Lisa Campbell Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 12 funds |
| EASTMAN CHEMICAL COMPANY | May 7, 2026 | Advisory Approval of Executive Compensation as Disclosed in Proxy Statement Say-on-Pay |
Board | For | FOR 21 funds |
AGAINST 14 funds |
| EASTMAN KODAK COMPANY | May 20, 2026 | Advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 11 funds |
FOR 3 funds |
| EDISON INTERNATIONAL | April 23, 2026 | Advisory Vote to Approve Executive Compensation Say-on-Pay |
Board | For | FOR 35 funds |
AGAINST 15 funds |
| ENERGY RECOVERY, INC. | June 4, 2026 | To approve Amendment No. 1 to the Energy Recovery, Inc. 2020 Incentive Plan. Compensation |
Board | For | FOR 17 funds |
AGAINST 4 funds |
| ENVELA CORPORATION | June 24, 2026 | Election of Directors: Jim R. Ruth Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 2 funds |
| ENVELA CORPORATION | June 24, 2026 | Election of Directors: John R. Loftus Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 2 funds |
| EQUIPMENTSHARE.COM INC | June 4, 2026 | Elect Henry Yeagley Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 4 funds |
| EQUIPMENTSHARE.COM INC | June 4, 2026 | Elect Jabbok Schlacks Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 4 funds |
| EQUIPMENTSHARE.COM INC | June 4, 2026 | Elect John Weinstein Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 4 funds |
| EQUIPMENTSHARE.COM INC | June 4, 2026 | Elect Naveen Bhatia Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 4 funds |
| EQUIPMENTSHARE.COM INC | June 4, 2026 | Elect William Bryan Hill Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 4 funds |
| EQUIPMENTSHARE.COM INC | June 4, 2026 | Elect William J. Schlacks IV Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 4 funds |
| ETSY, INC. | June 9, 2026 | Approval of an amendment to our 2024 Equity Incentive Plan to increase the number of shares of our common stock available for issuance. Compensation |
Board | For | FOR 36 funds |
AGAINST 13 funds |
| EVgo Inc. | May 14, 2026 | Election of Directors: Jonathan Seelig Director Elections |
Board | For | FOR 13 funds |
WITHHOLD 2 funds |
| EXTREME NETWORKS, INC. | November 12, 2025 | Approve an amendment and restatement of the Extreme Networks, Inc. 2013 Equity Incentive plan to add 6,800,000 shares of our common stock to those reserved for issuance under the plan. Compensation |
Board | For | FOR 21 funds |
AGAINST 5 funds |
| Eaton Corporation plc | April 22, 2026 | Election of Directors: Gregory R. Page Director Elections |
Board | For | AGAINST 1 fund |
FOR 12 funds |
| Emaar Development PJSC | March 26, 2026 | Appointment of Auditor and Authority to Set Fees Audit-related |
Board | For | AGAINST 1 fund |
FOR 2 funds |
| Emaar Development PJSC | March 26, 2026 | Directors' Fees Compensation |
Board | For | AGAINST 1 fund |
FOR 2 funds |
| Emaar Development PJSC | March 26, 2026 | Election of Directors Director Elections |
Board | For | AGAINST 1 fund |
FOR 2 funds |
| Emaar Properties PJSC | March 25, 2026 | Appointment of Auditor and Authority to Set Fees Audit-related |
Board | For | AGAINST 1 fund |
ABSTAIN 5 funds |
| Emaar Properties PJSC | March 25, 2026 | Directors' Fees Compensation |
Board | For | AGAINST 1 fund |
ABSTAIN 5 funds |
| Emaar Properties PJSC | March 25, 2026 | Ratify Appointment of Matar Al Hemeiri Director Elections |
Board | For | FOR 1 fund |
AGAINST 5 funds |
| Embecta Corp. | February 11, 2026 | Election of Directors: Christopher R. Reidy Director Elections |
Board | For | FOR 14 funds |
AGAINST 7 funds |
| Engie | April 29, 2026 | Elect Marie-Claire Daveu Director Elections |
Board | For | FOR 1 fund |
AGAINST 4 funds |
| Eurobank S.A. | April 28, 2026 | Maximum Variable Pay Ratio Compensation |
Board | For | FOR 1 fund |
AGAINST 4 funds |
| Eurobank S.A. | April 28, 2026 | Use of Reserves for Profit Distribution Capital Structure |
Board | For | FOR 1 fund |
AGAINST 4 funds |
| Expedia Group, Inc. | June 17, 2026 | Election of Directors: Alex von Furstenberg Director Elections |
Board | For | FOR 46 funds |
WITHHOLD 13 funds |
| FARADAY FUTURE INTELLIGENT ELECTRIC INC. | September 19, 2025 | To approve an amendment to the Company's Third Amended and Restated Certificate of Incorporation, as amended (the ''Charter''), to increase the number of authorized shares of the Company's Class A common stock, par value $0.0001 per share (the ''Class A Common Stock''), and Class B common stock, par value $0.0001 per share (the ''Class B Common Stock,'' and, together with the Class A Common Stock, the ''Common Stock''), by 65,225,672, from 167,245,313 to 232,470,985 (representing an increase of approximately 39%), and increase the number of authorized shares of the Company's Preferred Stock, by 5,031,000 shares, from 12,900,000 to 17,931,000, so that the total number of authorized shares of the Company's Common Stock and Preferred Stock will be increased from 180,145,313 shares to 250,401,985 shares (the ''Share Authorization Proposal''). Capital Structure |
Board | For | FOR 6 funds |
AGAINST 2 funds |
| FARADAY FUTURE INTELLIGENT ELECTRIC INC. | February 13, 2026 | To approve the Company's Third Amended and Restated Certificate of Incorporation, as amended, to increase the number of authorized shares of the Company's Class A common stock, par value $ 0.0001 per share, and Class B common stock, par value $ 0.0001 per share, by 79, 814,454, from 232,470,985 to 312,285,439 (representing an increase of approximately 34%), and to increase the number of authorized shares of the Company's Preferred Stock by 6,156,265 shares, from 17,931,000 to 24,087 ,265. Capital Structure |
Board | For | FOR 6 funds |
AGAINST 1 fund |
| FARADAY FUTURE INTELLIGENT ELECTRIC INC. | May 22, 2026 | To approve an amendment to the Company's Third Amended and Restated Certificate of Incorporation, as amended (the ''Charter''), to increase (i) the number of authorized shares of the Company's Class A Common Stock, and Class B common stock, par value $0.0001 per share (the ''Class B Common Stock,'' and, together with the Class A Common Stock, the ''Common Stock''), by 140,528,448 (approximately 45% of the total outstanding Common Stock), from 312,285,439 shares to 452,813,887 shares and (ii) the number of authorized shares of the Company's preferred stock, par value $0.0001 per share (the ''Preferred Stock''), by 10,839,269 shares, from 24,087,265 shares to 34,926,534 shares, so that the total number of authorized shares of the Company's Common Stock and the Preferred Stock, from 336,372,704 shares to 487,740,421 shares (the ''Share Authorization Proposal''). Capital Structure |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| FB BANCORP, INC | December 9, 2025 | To elect the following nominees as directors: Christopher S. Ferris Director Elections |
Board | For | FOR 11 funds |
WITHHOLD 2 funds |
| FB BANCORP, INC | December 9, 2025 | To elect the following nominees as directors: Katherine A. Crosby Director Elections |
Board | For | FOR 11 funds |
WITHHOLD 2 funds |
| FB Bancorp, Inc. | December 9, 2025 | To elect the following nominees as directors: Stephen W. Hales Director Elections |
Board | For | FOR 11 funds |
WITHHOLD 2 funds |
| FILANA THERAPEUTICS, INC. | June 11, 2026 | To approve, by a non-binding advisory vote, 2025 executive compensation for the Company's named executive officers. Say-on-Pay |
Board | For | FOR 10 funds |
AGAINST 2 funds |
| FINWISE BANCORP | June 25, 2026 | Approve an amendment and restatement of the FinWise Bancorp 2019 Stock Plan to increase the number of shares of common stock available for issuance under such plan by 750,000 shares to 2,530,000 shares. Compensation |
Board | For | FOR 7 funds |
AGAINST 2 funds |
| FIRST CAPITAL, INC. | May 18, 2026 | Election of Directors: William W. Harrod Director Elections |
Board | For | AGAINST 6 funds |
FOR 2 funds |
| FIRST HORIZON CORPORATION | April 28, 2026 | Ratification of appointment of KPMG LLP as auditors. Audit-related |
Board | For | FOR 24 funds |
AGAINST 12 funds |
| FIRST UNITED CORPORATION | May 7, 2026 | Election of Directors: H. Andrew Walls, III Director Elections |
Board | For | FOR 6 funds |
AGAINST 2 funds |
| FIRST WATCH RESTAURANT GROUP, INC. | May 20, 2026 | To approve, on a non-binding, advisory basis, the compensation paid to the Company's named executive officers. Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 5 funds |
| FISERV, INC. | May 21, 2026 | To approve, on an advisory basis, the compensation of the named executive officers of Fiserv, Inc. Say-on-Pay |
Board | For | FOR 46 funds |
AGAINST 16 funds |
| FLYEXCLUSIVE, INC. | December 30, 2025 | The approval of an amendment to the Company's 2023 Equity Incentive Plan to increase the number of shares reserved thereunder from 6,000,000 to 15,000,000 shares. Compensation |
Board | For | FOR 6 funds |
AGAINST 1 fund |
| FLYWIRE CORPORATION | June 2, 2026 | Approve, on a non-binding, advisory basis, the compensation of Flywire Corporation's named executive officers Say-on-Pay |
Board | For | FOR 18 funds |
AGAINST 5 funds |
| FRESHWORKS INC. | May 28, 2026 | To approve, on an advisory basis, the compensation of our named executive officers, as disclosed in the proxy statement. Say-on-Pay |
Board | For | FOR 19 funds |
AGAINST 5 funds |
| FVCBANKCORP INC. | May 20, 2026 | Election of Directors: Daniel M. Testa Director Elections |
Board | For | FOR 6 funds |
WITHHOLD 2 funds |
| First Abu Dhabi Bank PJSC | March 11, 2026 | Appointment of Auditor and Authority to Set Fees Audit-related |
Board | For | AGAINST 1 fund |
ABSTAIN 3 funds |
| First Abu Dhabi Bank PJSC | March 11, 2026 | Election of Directors Director Elections |
Board | For | AGAINST 1 fund |
ABSTAIN 3 funds |
| Fold Holdings, Inc. | May 19, 2026 | Election of Directors: Andrew Hohns Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 1 fund |
| Fold Holdings, Inc. | May 19, 2026 | Election of Directors: Bracebridge H. Young Jr. Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 1 fund |
← Previous Page 2 of 6 Next →
How items are matched and positions counted: see the comparison table and the methodology. Built October 13, 2026 from SEC Form N-PX filings.