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 | 169 | 119 | 4 | 46 | 96.7% | 91.2% |
| Other items | 2,120 | 1,905 | 96 | 119 | 95.2% | 93.9% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
997 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 |
|---|---|---|---|---|---|---|
| Ares Management Corporation | June 8, 2026 | Election of Directors: Paul G. Joubert Director Elections |
Board | For | Split 15 FOR, 11 AGAINST |
FOR 16 funds |
| Arrowhead Pharmaceuticals, Inc. | March 19, 2026 | Election of Directors: Hongbo Lu Director Elections |
Board | For | Split 14 FOR, 9 AGAINST |
FOR 5 funds |
| Arrowhead Pharmaceuticals, Inc. | March 19, 2026 | Election of Directors: Michael S. Perry Director Elections |
Board | For | Split 13 FOR, 10 AGAINST |
AGAINST 5 funds |
| Arrowhead Pharmaceuticals, Inc. | March 19, 2026 | Election of Directors: William Waddill Director Elections |
Board | For | Split 14 FOR, 9 AGAINST |
FOR 5 funds |
| Ategrity Specialty Insurance Company Holdings | June 9, 2026 | Election of Directors: John (Jack) L. Sennott, Jr. Director Elections |
Board | For | Split 6 FOR, 1 AGAINST |
AGAINST 2 funds |
| Ategrity Specialty Insurance Company Holdings | June 9, 2026 | Election of Directors: Justin Cohen Director Elections |
Board | For | Split 6 FOR, 1 AGAINST |
AGAINST 2 funds |
| Ategrity Specialty Insurance Company Holdings | June 9, 2026 | Election of Directors: Mitchell Pressman Director Elections |
Board | For | Split 6 FOR, 1 AGAINST |
AGAINST 2 funds |
| Ategrity Specialty Insurance Company Holdings | June 9, 2026 | Election of Directors: Robert C. Merton, Ph.D. Director Elections |
Board | For | Split 6 FOR, 1 AGAINST |
AGAINST 2 funds |
| Ategrity Specialty Insurance Company Holdings | June 9, 2026 | Election of Directors: Stuart J. Zimmer Director Elections |
Board | For | Split 6 FOR, 1 AGAINST |
AGAINST 2 funds |
| Ategrity Specialty Insurance Company Holdings | June 9, 2026 | Election of Directors: Tom Hulst Director Elections |
Board | For | Split 6 FOR, 1 AGAINST |
AGAINST 2 funds |
| Ategrity Specialty Insurance Company Holdings | June 9, 2026 | Election of Directors: William Mercer Director Elections |
Board | For | Split 6 FOR, 1 AGAINST |
AGAINST 2 funds |
| Atlassian Corporation | December 2, 2025 | Election of Directors: Michael Cannon-Brookes Director Elections |
Board | For | Split 31 FOR, 1 AGAINST |
FOR 7 funds |
| Atlassian Corporation | December 2, 2025 | Election of Directors: Richard P. Wong Director Elections |
Board | For | Split 16 FOR, 16 AGAINST |
AGAINST 7 funds |
| Atlassian Corporation | December 2, 2025 | Election of Directors: Scott Farquhar Director Elections |
Board | For | Split 31 FOR, 1 AGAINST |
FOR 7 funds |
| Atlassian Corporation | December 2, 2025 | Election of Directors: Shona L. Brown Director Elections |
Board | For | Split 31 FOR, 1 AGAINST |
FOR 7 funds |
| Aurora Innovation, Inc. | May 21, 2026 | Election of Directors: Gloria Boyland Director Elections |
Board | For | Split 7 FOR, 15 WITHHOLD |
WITHHOLD 8 funds |
| Aurora Innovation, Inc. | May 21, 2026 | Election of Directors: Michelangelo Volpi Director Elections |
Board | For | Split 20 FOR, 2 WITHHOLD |
FOR 8 funds |
| B. RILEY FINANCIAL, INC. | December 1, 2025 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | Split 1 FOR, 4 AGAINST |
AGAINST 5 funds |
| BANDWIDTH INC. | May 28, 2026 | 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 | Split 17 FOR, 1 AGAINST |
AGAINST 5 funds |
| BANK OF HAWAII CORPORATION | April 24, 2026 | Say on Pay - An advisory vote on executive compensation. Say-on-Pay |
Board | For | Split 17 FOR, 1 AGAINST |
AGAINST 9 funds |
| BANK OF MARIN BANCORP | May 27, 2026 | Election of Directors: Russell A. Colombo Director Elections |
Board | For | Split 11 FOR, 1 WITHHOLD |
FOR 4 funds |
| BARK, Inc. | March 25, 2026 | Elect the two Class A director nominees named in the proxy statement: Betsy McLaughlin Director Elections |
Board | For | Split 11 FOR, 1 WITHHOLD |
FOR 2 funds |
| BARK, Inc. | March 25, 2026 | Elect the two Class A director nominees named in the proxy statement: Henrik Werdelin Director Elections |
Board | For | Split 11 FOR, 1 WITHHOLD |
FOR 2 funds |
| BAXTER INTERNATIONAL INC. | May 5, 2026 | Advisory Vote to Approve Named Executive Officer Compensation for 2025 Say-on-Pay |
Board | For | Split 40 FOR, 1 AGAINST |
FOR 17 funds |
| BELLRING BRANDS, INC. | January 28, 2026 | Election of Directors: Robert V. Vitale Director Elections |
Board | For | Split 19 FOR, 1 WITHHOLD |
FOR 9 funds |
| BENTLEY SYSTEMS, INCORPORATED | May 21, 2026 | Election of Directors: Barry J. Bentley Director Elections |
Board | For | Split 17 FOR, 3 WITHHOLD |
FOR 9 funds |
| BENTLEY SYSTEMS, INCORPORATED | May 21, 2026 | Election of Directors: Brian F. Hughes Director Elections |
Board | For | Split 17 FOR, 3 WITHHOLD |
FOR 9 funds |
| BENTLEY SYSTEMS, INCORPORATED | May 21, 2026 | Election of Directors: Gregory S. Bentley Director Elections |
Board | For | Split 17 FOR, 3 WITHHOLD |
FOR 9 funds |
| BENTLEY SYSTEMS, INCORPORATED | May 21, 2026 | Election of Directors: Janet B. Haugen Director Elections |
Board | For | Split 1 FOR, 19 WITHHOLD |
FOR 9 funds |
| BENTLEY SYSTEMS, INCORPORATED | May 21, 2026 | Election of Directors: Keith A. Bentley Director Elections |
Board | For | Split 17 FOR, 3 WITHHOLD |
FOR 9 funds |
| BENTLEY SYSTEMS, INCORPORATED | May 21, 2026 | Election of Directors: Kirk B. Griswold Director Elections |
Board | For | Split 16 FOR, 4 WITHHOLD |
WITHHOLD 9 funds |
| BENTLEY SYSTEMS, INCORPORATED | May 21, 2026 | Election of Directors: Nicholas H. Cumins Director Elections |
Board | For | Split 17 FOR, 3 WITHHOLD |
FOR 9 funds |
| BENTLEY SYSTEMS, INCORPORATED | May 21, 2026 | Election of Directors: Raymond B. Bentley Director Elections |
Board | For | Split 17 FOR, 3 WITHHOLD |
FOR 9 funds |
| BENTLEY SYSTEMS, INCORPORATED | May 21, 2026 | To approve, on an advisory (non-binding) basis, the compensation paid to the Company's named executive officers. Say-on-Pay |
Board | For | Split 22 FOR, 1 AGAINST |
FOR 10 funds |
| BEST BUY CO., INC. | June 12, 2026 | To approve in a non-binding advisory vote our named executive officer compensation Say-on-Pay |
Board | For | Split 25 FOR, 1 AGAINST |
FOR 16 funds |
| BGC GROUP INC. | November 12, 2025 | Approval, on an advisory basis, of executive compensation. Say-on-Pay |
Board | For | Split 1 FOR, 23 AGAINST |
FOR 10 funds |
| BIGBEAR.AI HOLDINGS, INC. | June 9, 2026 | To approve an advisory vote on our executive compensation. Say-on-Pay |
Board | For | Split 13 FOR, 1 AGAINST |
FOR 5 funds |
| BIO-RAD LABORATORIES, INC. | April 21, 2026 | Advisory vote to approve executive compensation. Say-on-Pay |
Board | For | Split 15 FOR, 4 AGAINST |
FOR 14 funds |
| BIO-RAD LABORATORIES, INC. | April 21, 2026 | Nominees: Arnold A. Pinkston Director Elections |
Board | For | Split 1 FOR, 15 AGAINST |
FOR 13 funds |
| BIO-RAD LABORATORIES, INC. | April 21, 2026 | Nominees: Melinda Litherland Director Elections |
Board | For | Split 1 FOR, 15 AGAINST |
FOR 13 funds |
| BIOCRYST PHARMACEUTICALS, INC. | June 11, 2026 | To approve an amended and restated Stock Incentive Plan, increasing the number of shares available for issuance under the Stock Incentive Plan. Compensation |
Board | For | Split 16 FOR, 3 AGAINST |
FOR 6 funds |
| BIOCRYST PHARMACEUTICALS, INC. | June 11, 2026 | To hold a non-binding, advisory vote regarding executive compensation. Say-on-Pay |
Board | For | Split 5 FOR, 15 AGAINST |
FOR 7 funds |
| BIOGEN INC. | June 9, 2026 | Say on Pay - To hold an advisory vote on executive compensation. Say-on-Pay |
Board | For | Split 69 FOR, 2 AGAINST |
FOR 16 funds |
| BIOMARIN PHARMACEUTICAL INC. | June 2, 2026 | 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 | Split 31 FOR, 1 AGAINST |
FOR 15 funds |
| BITMINE IMMERSION TECHNOLOGIES, INC. | January 15, 2026 | To approve the 2025 Omnibus Incentive Plan. Compensation |
Board | Not determined | Split 4 FOR, 14 AGAINST |
FOR 5 funds |
| BLACKBERRY LIMITED | June 25, 2026 | Advisory Vote on Executive Compensation - Non-binding advisory resolution that the shareholders accept the Company's approach to executive compensation as disclosed in the Management Proxy Circular for the Meeting. Say-on-Pay |
Board | For | Split 3 FOR, 1 AGAINST |
FOR 2 funds |
| BLACKLINE, INC. | May 7, 2026 | Approval, on a non-binding, advisory basis, of the 2025 compensation of the Company's named executive officers. Say-on-Pay |
Board | For | Split 14 FOR, 2 AGAINST |
FOR 5 funds |
| BOOT BARN HOLDINGS, INC. | August 27, 2025 | Election of Directors: Lisa G. Laube Director Elections |
Board | For | Split 24 FOR, 1 WITHHOLD |
FOR 7 funds |
| BOSTON SCIENTIFIC CORPORATION | April 30, 2026 | To ratify the appointment of Ernst & Young LLP as our independent registered public accounting firm for the 2026 fiscal year. Audit-related |
Board | For | Split 76 FOR, 2 AGAINST |
FOR 16 funds |
| BOX, INC. | June 25, 2026 | To approve an amendment to our Amended and Restated 2015 Equity Incentive Plan to increase the number of shares reserved for issuance by 7,200,000 shares. Compensation |
Board | For | Split 15 FOR, 1 AGAINST |
AGAINST 8 funds |
| BRAZE, INC. | June 30, 2026 | Advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | Split 25 FOR, 1 AGAINST |
FOR 5 funds |
| BRC Inc. | May 28, 2026 | Election of Class I Directors: Chris Mondzelewski Director Elections |
Board | For | Split 10 FOR, 2 AGAINST |
FOR 3 funds |
| BRIDGEBIO PHARMA, INC. | June 22, 2026 | 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 | Split 25 FOR, 1 AGAINST |
FOR 11 funds |
| BUMBLE INC. | June 4, 2026 | Approval, on a non-binding advisory basis, of the compensation of the named executive officers as disclosed in the Proxy Statement. Say-on-Pay |
Board | For | Split 1 FOR, 12 AGAINST |
AGAINST 4 funds |
| BUTTERFLY NETWORK, INC. | June 18, 2026 | To approve by a non-binding advisory vote the compensation of the Company's named executive officers, as disclosed in the proxy statement. Say-on-Pay |
Board | For | Split 14 FOR, 1 AGAINST |
FOR 5 funds |
| Ball Corporation | April 29, 2026 | Election of Directors: Todd A. Penegor Director Elections |
Board | For | Split 30 FOR, 1 AGAINST |
AGAINST 14 funds |
| BancFirst Corporation | May 28, 2026 | Election of Directors: David R. Harlow Director Elections |
Board | For | Split 3 FOR, 14 AGAINST |
FOR 7 funds |
| Bank7 Corp. | May 20, 2026 | Election of Directors: Gary D. Whitcomb Director Elections |
Board | For | Split 7 FOR, 1 AGAINST |
AGAINST 2 funds |
| Black Diamond Therapeutics, Inc. | June 26, 2026 | Election of Class III Directors: Kapil Dhingra Director Elections |
Board | For | Split 3 FOR, 10 WITHHOLD |
WITHHOLD 1 fund |
| Black Diamond Therapeutics, Inc. | June 26, 2026 | Election of Class III Directors: Shannon Campbell Director Elections |
Board | For | Split 12 FOR, 1 WITHHOLD |
FOR 1 fund |
| Blue Owl Capital Inc. | June 4, 2026 | Election of Directors: Marc S. Lipschultz Director Elections |
Board | For | Split 1 FOR, 48 AGAINST |
FOR 12 funds |
| Blue Owl Capital Inc. | June 4, 2026 | Election of Directors: Michael D. Rees Director Elections |
Board | For | Split 1 FOR, 48 AGAINST |
FOR 12 funds |
| BlueLinx Holdings Inc. | May 14, 2026 | Election of Directors: Mitchell B. Lewis Director Elections |
Board | For | Split 10 FOR, 1 AGAINST |
AGAINST 7 funds |
| Boston Omaha Corporation | August 25, 2025 | Election of Directors (other than the Class B common stock Director): Brendan J. Keating Director Elections |
Board | For | Split 11 FOR, 1 WITHHOLD |
FOR 2 funds |
| Boston Omaha Corporation | August 25, 2025 | Election of Directors (other than the Class B common stock Director): Frank H. Kenan II Director Elections |
Board | For | Split 11 FOR, 1 WITHHOLD |
FOR 2 funds |
| Broadcom Inc. | April 20, 2026 | Election of Directors: Harry L. You Director Elections |
Board | For | Split 25 FOR, 80 AGAINST |
AGAINST 15 funds |
| C3.AI, INC. | October 3, 2025 | Advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | Split 2 FOR, 13 AGAINST |
AGAINST 5 funds |
| CABALETTA BIO, INC. | June 9, 2026 | To approve, on a non-binding, advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | Split 8 FOR, 1 AGAINST |
FOR 2 funds |
| CACI International Inc | October 16, 2025 | Election of Directors: Ryan D. McCarthy Director Elections |
Board | For | Split 28 FOR, 1 AGAINST |
AGAINST 12 funds |
| CADENCE DESIGN SYSTEMS, INC. | May 7, 2026 | ELECTION OF DIRECTORS: Alberto Sangiovanni-Vincentelli Director Elections |
Board | For | Split 18 FOR, 36 AGAINST |
FOR 13 funds |
| CAMDEN PROPERTY TRUST | May 8, 2026 | Approval, by an advisory vote, of executive compensation. Say-on-Pay |
Board | For | Split 44 FOR, 2 AGAINST |
FOR 17 funds |
| CANTALOUPE, INC. | September 4, 2025 | To approve, by a non-binding, advisory vote, the compensation arrangements that will or may become payable to Cantaloupe, Inc.'s named executive officers in connection with the Merger. Say-on-Pay |
Board | For | Split 1 FOR, 15 AGAINST |
FOR 5 funds |
| CAPITAL ONE FINANCIAL CORPORATION | May 8, 2026 | Advisory vote on our Named Executive Officer compensation ("Say on Pay"). Say-on-Pay |
Board | For | Split 77 FOR, 2 AGAINST |
FOR 15 funds |
| CARDIFF ONCOLOGY, INC. | June 11, 2026 | Proposal to approve an amendment to the Company's 2021 Omnibus Equity Incentive Plan to increase the number of shares issuable thereunder to 15,150,000 shares from 12,150,000 shares. Compensation |
Board | For | Split 12 FOR, 1 AGAINST |
FOR 2 funds |
| CAREDX, INC. | June 11, 2026 | Approval of an amendment to the 2024 Equity Incentive Plan. Compensation |
Board | For | Split 12 FOR, 3 AGAINST |
FOR 5 funds |
| CARETRUST REIT, INC | April 29, 2026 | Approval, on an advisory basis, of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | Split 39 FOR, 2 AGAINST |
FOR 13 funds |
| CARLISLE COMPANIES INCORPORATED | April 29, 2026 | To approve, on an advisory basis, the Company's named executive officer compensation in 2025. Say-on-Pay |
Board | For | Split 31 FOR, 1 AGAINST |
FOR 14 funds |
| CARRIAGE SERVICES, INC. | May 12, 2026 | Approve our proposed Second Amendment to the Company's 2017 Omnibus Incentive Plan. Compensation |
Board | For | Split 11 FOR, 6 AGAINST |
FOR 4 funds |
| CELCUITY INC. | May 14, 2026 | To approve the Celcuity Inc. Amended and Restated Employee Stock Purchase Plan. Compensation |
Board | For | Split 15 FOR, 1 AGAINST |
AGAINST 4 funds |
| CELCUITY INC. | May 14, 2026 | To approve, on an advisory basis, named executive officer compensation. Say-on-Pay |
Board | For | Split 1 FOR, 16 AGAINST |
FOR 6 funds |
| CEVA, INC. | June 2, 2026 | Advisory vote to approve named executive officer compensation Say-on-Pay |
Board | For | Split 14 FOR, 2 AGAINST |
AGAINST 5 funds |
| CF INDUSTRIES HOLDINGS, INC. | April 28, 2026 | Advisory vote to approve the compensation of CF Industries Holdings, Inc.'s named executive officers. Say-on-Pay |
Board | For | Split 35 FOR, 2 AGAINST |
FOR 16 funds |
| CG ONCOLOGY, INC. | June 4, 2026 | To approve, on an advisory basis, the compensation of the Company's Named Executive Officers. Say-on-Pay |
Board | For | Split 34 FOR, 1 AGAINST |
FOR 6 funds |
| CHARTER COMMUNICATIONS, INC. | April 21, 2026 | Approval of the amendment increasing the number of shares in the Company's 2019 Stock Incentive Plan. Compensation |
Board | For | Split 21 FOR, 3 AGAINST |
AGAINST 13 funds |
| CHARTER COMMUNICATIONS, INC. | April 21, 2026 | Approval, on an advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | Split 7 FOR, 22 AGAINST |
AGAINST 15 funds |
| CHEMED CORPORATION | May 18, 2026 | Advisory vote to approve executive compensation. Say-on-Pay |
Board | For | Split 6 FOR, 22 AGAINST |
FOR 14 funds |
| CHENIERE ENERGY, INC. | May 14, 2026 | Approve, on an advisory and non-binding basis, the compensation of the Company's named executive officers for 2025. Say-on-Pay |
Board | For | Split 60 FOR, 3 AGAINST |
FOR 14 funds |
| CHEWY, INC. | July 10, 2025 | To approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | Split 1 FOR, 27 AGAINST |
AGAINST 4 funds |
| CHOICE HOTELS INTERNATIONAL, INC. | May 21, 2026 | Election of Directors: Ervin R. Shames Director Elections |
Board | For | Split 2 FOR, 16 AGAINST |
AGAINST 12 funds |
| CIENA CORPORATION | March 26, 2026 | Advisory vote on our named executive officer compensation, as described in the proxy materials. Say-on-Pay |
Board | For | Split 48 FOR, 1 AGAINST |
FOR 14 funds |
| CIMPRESS PLC | December 17, 2025 | Reappoint Scott J. Vassalluzzo to Cimpress' Board of Directors to serve for a term of three years. Scott J. Vassalluzzo Director Elections |
Board | For | Split 16 FOR, 1 AGAINST |
FOR 7 funds |
| CITIGROUP INC. | May 20, 2026 | Advisory vote to approve our 2025 Executive Compensation. Say-on-Pay |
Board | For | Split 56 FOR, 2 AGAINST |
AGAINST 16 funds |
| CITY OFFICE REIT, INC. | October 16, 2025 | To approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to our named executive officers that is based on or otherwise relates to the merger (the "Advisory Compensation Proposal"); Say-on-Pay |
Board | For | Split 2 FOR, 6 AGAINST |
AGAINST 6 funds |
| CIVISTA BANCSHARES, INC. | May 19, 2026 | To consider and vote upon a non-binding advisory resolution to approve the compensation of the Corporation's named executive officers as disclosed in the accompanying proxy statement. Say-on-Pay |
Board | For | Split 1 FOR, 6 AGAINST |
FOR 3 funds |
| CLARITEV CORPORATION | April 29, 2026 | Advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | Split 1 FOR, 10 AGAINST |
AGAINST 8 funds |
| CLEAN HARBORS, INC. | May 20, 2026 | To approve on a non-binding, advisory basis, the compensation of the Company's named executive officers as described in the Company's definitive proxy statement. Say-on-Pay |
Board | For | Split 39 FOR, 2 AGAINST |
FOR 15 funds |
| CLEAR CHANNEL OUTDOOR HOLDINGS, INC. | May 12, 2026 | A proposal to approve, on an advisory, non-binding basis, the specified compensation that will or may be paid or may become payable to the Company's named executive officers in connection with the Merger (the "Advisory Compensation Proposal"). Say-on-Pay |
Board | For | Split 10 FOR, 1 AGAINST |
FOR 7 funds |
| CLEVELAND-CLIFFS INC. | May 14, 2026 | Approval, on an advisory basis, of Cleveland-Cliffs Inc.'s named executive officers' compensation. Say-on-Pay |
Board | For | Split 15 FOR, 9 AGAINST |
FOR 12 funds |
| CLOUDFLARE, INC. | June 30, 2026 | Approval, on an advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | Split 50 FOR, 3 AGAINST |
AGAINST 10 funds |
| CME GROUP INC | June 9, 2026 | Advisory vote on the compensation of our named executive officers. Say-on-Pay |
Board | For | Split 22 FOR, 18 AGAINST |
FOR 15 funds |
← Previous Page 2 of 10 Next →
How items are matched and positions counted: see the comparison table and the methodology. Built October 18, 2026 from SEC Form N-PX filings.