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
1,162 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 |
|---|---|---|---|---|---|---|
| CRISPR THERAPEUTICS AG | June 4, 2026 | Re-election of Douglas A. Treco, Ph.D. Director Elections |
Board | For | Split 5 FOR, 1 AGAINST |
FOR 5 funds |
| CSG SYSTEMS INTERNATIONAL, INC. | January 30, 2026 | To approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to the named executive officers of CSG in connection with the consummation of the merger; and Say-on-Pay |
Board | For | Split 19 FOR, 1 AGAINST |
FOR 8 funds |
| CSX Corporation | May 12, 2026 | Election of Directors: John J. Zillmer Director Elections |
Board | For | Split 36 FOR, 1 AGAINST |
FOR 12 funds |
| CUBESMART | May 19, 2026 | To cast an advisory vote to approve our executive compensation. Say-on-Pay |
Board | For | Split 16 FOR, 19 AGAINST |
FOR 15 funds |
| CURIOSITYSTREAM INC. | May 20, 2026 | To approve an amendment to the CuriosityStream Inc. 2020 Omnibus Incentive Plan (the Plan) to increase the number of shares of Common Stock authorized for issuance under the Plan from 10,725,000 shares of Common Stock to 11,725,000 shares of Common Stock. Compensation |
Board | For | Split 7 FOR, 1 AGAINST |
AGAINST 3 funds |
| CURIOSITYSTREAM INC. | May 20, 2026 | To approve, on an advisory basis, the compensation paid to the Company's named executive officers as disclosed in the Proxy Statement. Compensation |
Board | For | Split 1 FOR, 8 AGAINST |
AGAINST 4 funds |
| CURTISS-WRIGHT CORPORATION | May 7, 2026 | An advisory (non-binding) vote to approve the compensation of the Company's named executive officers Say-on-Pay |
Board | For | Split 36 FOR, 1 AGAINST |
FOR 14 funds |
| CUSTOMERS BANCORP, INC. | May 26, 2026 | To approve a non-binding advisory resolution on named executive officer compensation. Say-on-Pay |
Board | For | Split 1 FOR, 15 AGAINST |
FOR 10 funds |
| Capricor Therapeutics, Inc. | June 4, 2026 | Election of Directors: Frank Litvack Director Elections |
Board | For | Split 13 FOR, 5 WITHHOLD |
WITHHOLD 2 funds |
| Carvana Co. | May 5, 2026 | Election of Directors: Michael Maroone Director Elections |
Board | For | Split 35 FOR, 1 WITHHOLD |
FOR 10 funds |
| Carvana Co. | May 5, 2026 | Election of Directors: Neha Parikh Director Elections |
Board | For | Split 20 FOR, 16 WITHHOLD |
WITHHOLD 10 funds |
| CenterPoint Energy, Inc. | April 16, 2026 | Election of Directors: Christopher H. Franklin Director Elections |
Board | For | Split 16 FOR, 25 AGAINST |
AGAINST 13 funds |
| CenterPoint Energy, Inc. | April 16, 2026 | Election of Directors: Dean L. Seavers Director Elections |
Board | For | Split 16 FOR, 25 AGAINST |
AGAINST 13 funds |
| CenterPoint Energy, Inc. | April 16, 2026 | Election of Directors: Thaddeus J. Malik Director Elections |
Board | For | Split 16 FOR, 25 AGAINST |
AGAINST 13 funds |
| CenterPoint Energy, Inc. | April 16, 2026 | Election of Directors: Theodore F. Pound Director Elections |
Board | For | Split 16 FOR, 25 AGAINST |
AGAINST 13 funds |
| CenterPoint Energy, Inc. | April 16, 2026 | Election of Directors: Wendy Montoya Cloonan Director Elections |
Board | For | Split 15 FOR, 26 AGAINST |
AGAINST 13 funds |
| Cerus Corporation | June 2, 2026 | The approval of an amendment and restatement of the Company's 2024 Equity Incentive Plan to increase the aggregate number of shares of common stock authorized for issuance thereunder by 10 million shares and to make certain other changes thereto as described further in the accompanying Proxy Statement. Compensation |
Board | For | Split 11 FOR, 3 AGAINST |
FOR 4 funds |
| Charter Communications, Inc. | April 21, 2026 | Election of Directors: Balan Nair Director Elections |
Board | For | Split 23 FOR, 1 AGAINST |
AGAINST 13 funds |
| Charter Communications, Inc. | April 21, 2026 | Election of Directors: J. David Wargo Director Elections |
Board | For | Split 21 FOR, 3 AGAINST |
FOR 13 funds |
| Charter Communications, Inc. | April 21, 2026 | Election of Directors: Martin E. Patterson Director Elections |
Board | For | Split 21 FOR, 3 AGAINST |
FOR 13 funds |
| Chegg, Inc. | June 12, 2026 | Election of two Class I directors and one Class III director: Dan Rosensweig (Class I) Director Elections |
Board | For | Split 3 FOR, 2 AGAINST |
FOR 4 funds |
| Chegg, Inc. | June 12, 2026 | Election of two Class I directors and one Class III director: Renee Budig (Class III) Director Elections |
Board | For | Split 3 FOR, 2 AGAINST |
FOR 4 funds |
| Chegg, Inc. | June 12, 2026 | Election of two Class I directors and one Class III director: Ted Schlein (Class I) Director Elections |
Board | For | Split 3 FOR, 2 AGAINST |
FOR 4 funds |
| Chime Financial, Inc. | June 2, 2026 | Election of Class I Directors: Christopher Britt Director Elections |
Board | For | Split 7 FOR, 1 AGAINST |
AGAINST 4 funds |
| Chime Financial, Inc. | June 2, 2026 | Election of Class I Directors: James Dunne Director Elections |
Board | For | Split 1 FOR, 7 AGAINST |
AGAINST 4 funds |
| Circle Internet Group, Inc. | May 14, 2026 | Election of Three Class I Directors: P. Sean Neville Director Elections |
Board | For | Split 17 FOR, 10 AGAINST |
FOR 9 funds |
| Citi Trends, Inc. | June 10, 2026 | Election of Directors: Pamela Edwards Director Elections |
Board | For | Split 11 FOR, 2 AGAINST |
AGAINST 2 funds |
| Cohen & Steers, Inc. | April 30, 2026 | Election of Directors: Edmond D. Villani Director Elections |
Board | For | Split 16 FOR, 1 AGAINST |
FOR 8 funds |
| Columbia Banking System, Inc. | May 14, 2026 | Election of Directors: Luis F. Machuca Director Elections |
Board | For | Split 17 FOR, 1 AGAINST |
FOR 12 funds |
| Cooper-Standard Holdings Inc. | May 14, 2026 | Election of Directors: Adriana E. Macouzet-Flores Director Elections |
Board | For | Split 11 FOR, 4 AGAINST |
FOR 3 funds |
| Cooper-Standard Holdings Inc. | May 14, 2026 | Election of Directors: Christine M. Moore Director Elections |
Board | For | Split 12 FOR, 3 AGAINST |
FOR 3 funds |
| Cooper-Standard Holdings Inc. | May 14, 2026 | Election of Directors: David J. Mastrocola Director Elections |
Board | For | Split 12 FOR, 3 AGAINST |
FOR 3 funds |
| Cooper-Standard Holdings Inc. | May 14, 2026 | Election of Directors: Jeffrey S. Edwards Director Elections |
Board | For | Split 12 FOR, 3 AGAINST |
FOR 3 funds |
| Cooper-Standard Holdings Inc. | May 14, 2026 | Election of Directors: John G. Boss Director Elections |
Board | For | Split 12 FOR, 3 AGAINST |
FOR 3 funds |
| Cooper-Standard Holdings Inc. | May 14, 2026 | Election of Directors: Richard J. Freeland Director Elections |
Board | For | Split 11 FOR, 4 AGAINST |
FOR 3 funds |
| Cooper-Standard Holdings Inc. | May 14, 2026 | Election of Directors: Robert J. Remenar Director Elections |
Board | For | Split 12 FOR, 3 AGAINST |
FOR 3 funds |
| Cooper-Standard Holdings Inc. | May 14, 2026 | Election of Directors: Sonya F. Sepahban Director Elections |
Board | For | Split 11 FOR, 4 AGAINST |
FOR 3 funds |
| Cooper-Standard Holdings Inc. | May 14, 2026 | Election of Directors: Stephen A. Van Oss Director Elections |
Board | For | Split 12 FOR, 3 AGAINST |
FOR 3 funds |
| Corcept Therapeutics Incorporated | May 21, 2026 | Election of Directors: David L. Mahoney Director Elections |
Board | For | Split 6 FOR, 19 WITHHOLD |
FOR 11 funds |
| Core Scientific, Inc. | October 30, 2025 | To adopt the Agreement and Plan of Merger, dated as of July 7, 2025, as it may be amended from time to time, by and among Core Scientific, Inc., CoreWeave, Inc. and Miami Merger Sub I, Inc. (the ""Merger Agreement""). Extraordinary Transactions |
Board | Not determined | Split 5 FOR, 15 AGAINST |
AGAINST 5 funds |
| Coty Inc. | November 6, 2025 | Election of Directors: Beatrice Ballini Director Elections |
Board | For | Split 16 FOR, 1 WITHHOLD |
WITHHOLD 12 funds |
| Coty Inc. | November 6, 2025 | Election of Directors: Frank Engelen Director Elections |
Board | For | Split 15 FOR, 2 WITHHOLD |
FOR 12 funds |
| Coty Inc. | November 6, 2025 | Election of Directors: Gordon von Bretten Director Elections |
Board | For | Split 15 FOR, 2 WITHHOLD |
FOR 12 funds |
| Coty Inc. | November 6, 2025 | Election of Directors: Joachim Creus Director Elections |
Board | For | Split 15 FOR, 2 WITHHOLD |
FOR 12 funds |
| Coty Inc. | November 6, 2025 | Election of Directors: Peter Harf Director Elections |
Board | For | Split 15 FOR, 2 WITHHOLD |
FOR 12 funds |
| Coty Inc. | November 6, 2025 | Election of Directors: Robert Singer Director Elections |
Board | For | Split 16 FOR, 1 WITHHOLD |
FOR 12 funds |
| Coty Inc. | November 6, 2025 | Election of Directors: Sue Nabi Director Elections |
Board | For | Split 15 FOR, 2 WITHHOLD |
FOR 12 funds |
| Coupang, Inc. | June 11, 2026 | Election of Directors: Ambereen Toubassy Director Elections |
Board | For | Split 10 FOR, 9 AGAINST |
FOR 14 funds |
| Coupang, Inc. | June 11, 2026 | Election of Directors: Bom Kim Director Elections |
Board | For | Split 18 FOR, 1 AGAINST |
FOR 14 funds |
| Coupang, Inc. | June 11, 2026 | Election of Directors: Jason Child Director Elections |
Board | For | Split 18 FOR, 1 AGAINST |
FOR 14 funds |
| DATADOG, INC. | June 15, 2026 | Advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | Split 43 FOR, 2 AGAINST |
FOR 16 funds |
| DAYFORCE, INC. | November 12, 2025 | A proposal to adopt the Agreement and Plan of Merger, dated as of August 20, 2025 (the "merger agreement"), by and among Dayforce, Inc. ("Dayforce"), Dawn Bidco, LLC and Dawn Acquisition Merger Sub, Inc. Extraordinary Transactions |
Board | For | Split 21 FOR, 1 AGAINST |
FOR 15 funds |
| DAYFORCE, INC. | November 12, 2025 | A proposal to approve, on an advisory (non-binding) basis, the compensation that may be paid or become payable to Dayforce's named executive officers in connection with the transactions contemplated by the merger agreement, including consummation of the merger. Say-on-Pay |
Board | For | Split 23 FOR, 1 AGAINST |
FOR 16 funds |
| DECKERS OUTDOOR CORPORATION | September 8, 2025 | To approve, on a non-binding advisory basis, the compensation of our Named Executive Officers, as described in the section of the Proxy Statement entitled "Compensation Discussion and Analysis." Say-on-Pay |
Board | For | Split 39 FOR, 1 AGAINST |
FOR 15 funds |
| DEFINITIVE HEALTHCARE CORP. | June 4, 2026 | 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 | Split 1 FOR, 12 AGAINST |
AGAINST 3 funds |
| DEFINIUM THERAPEUTICS, INC. | June 11, 2026 | To consider, and if deemed advisable, approve the amendment to the Definium Therapeutics, Inc. 2025 Equity Incentive Plan (the "2025 Equity Incentive Plan") to increase the number of common shares available for issuance under the 2025 Equity Incentive Plan by 5,000,000 common shares. Compensation |
Board | For | Split 15 FOR, 5 AGAINST |
FOR 4 funds |
| DELEK US HOLDINGS, INC. | April 20, 2026 | To approve the 2026 Long-Term Incentive Plan as detailed in the Proxy Statement. Compensation |
Board | For | Split 13 FOR, 4 AGAINST |
FOR 7 funds |
| DELL TECHNOLOGIES INC. | June 25, 2026 | Approval of the Redomestication Proposal providing for the redomestication of Dell Technologies Inc. from Delaware to Texas by conversion as disclosed in the proxy statement Extraordinary Transactions |
Board | For | Split 1 FOR, 50 AGAINST |
AGAINST 13 funds |
| DELL TECHNOLOGIES INC. | June 25, 2026 | Approval, on a non-binding, advisory basis, of the compensation of Dell Technologies Inc.'s named executive officers as disclosed in the proxy statement Say-on-Pay |
Board | For | Split 36 FOR, 20 AGAINST |
AGAINST 14 funds |
| DENTSPLY SIRONA INC. | June 2, 2026 | Approval of Amendment No. 2 to the 2024 Omnibus Incentive Plan to increase the number of shares of the Company's Common Stock issuable under such Plan. Compensation |
Board | For | Split 16 FOR, 3 AGAINST |
FOR 9 funds |
| DESIGN THERAPEUTICS, INC. | June 9, 2026 | To elect one nominee for Class II director named herein to serve for a three-year term until the 2029 Annual Meeting of Stockholders. Simeon George, M.D. Director Elections |
Board | For | Split 10 FOR, 1 WITHHOLD |
FOR 4 funds |
| DEVON ENERGY CORPORATION | June 30, 2026 | Advisory Vote to Approve Executive Compensation. Say-on-Pay |
Board | For | Split 18 FOR, 8 AGAINST |
FOR 15 funds |
| DICK'S SPORTING GOODS, INC. | June 10, 2026 | Non-binding advisory vote to approve compensation of named executive officers, as disclosed in the Company's 2026 proxy statement. Say-on-Pay |
Board | For | Split 55 FOR, 1 AGAINST |
FOR 13 funds |
| DICK'S Sporting Goods, Inc. | June 10, 2026 | Election of Directors, each for a term that expires in 2027: Anne Fink Director Elections |
Board | For | Split 36 FOR, 14 WITHHOLD |
WITHHOLD 12 funds |
| DIGITAL REALTY TRUST, INC. | May 29, 2026 | To approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers, as more fully described in the accompanying Proxy Statement (Say-on-Pay). Say-on-Pay |
Board | For | Split 34 FOR, 2 AGAINST |
FOR 17 funds |
| DIGITALBRIDGE GROUP, INC. | April 23, 2026 | To approve, on a non-binding, advisory basis, certain compensation that will or may be paid by DigitalBridge to its named executive officers that is based on or otherwise relates to the mergers. Say-on-Pay |
Board | For | Split 1 FOR, 17 AGAINST |
AGAINST 8 funds |
| DIGITALBRIDGE GROUP, INC. | May 28, 2026 | To approve, on a non-binding, advisory basis, named executive officer compensation Say-on-Pay |
Board | For | Split 6 FOR, 13 AGAINST |
AGAINST 8 funds |
| DOLBY LABORATORIES, INC. | February 3, 2026 | An advisory vote to approve Named Executive Officer compensation. Say-on-Pay |
Board | For | Split 24 FOR, 1 AGAINST |
FOR 11 funds |
| DOLBY LABORATORIES, INC. | February 3, 2026 | Election of Directors: Peter Gotcher Director Elections |
Board | For | Split 1 FOR, 21 WITHHOLD |
FOR 9 funds |
| DOLLAR TREE, INC. | June 16, 2026 | To ratify the selection of KPMG LLP as the Company's independent registered public accounting firm for the fiscal year 2026. Audit-related |
Board | For | Split 46 FOR, 2 AGAINST |
FOR 13 funds |
| DOMINO'S PIZZA, INC. | April 21, 2026 | Advisory vote to approve the compensation of the named executive officers of the Company. Say-on-Pay |
Board | For | Split 49 FOR, 6 AGAINST |
FOR 15 funds |
| DOMINO'S PIZZA, INC. | April 21, 2026 | Ratification of the selection of PricewaterhouseCoopers LLP as the independent registered public accounting firm for the Company for the 2026 fiscal year. Audit-related |
Board | For | Split 44 FOR, 2 AGAINST |
FOR 14 funds |
| DOORDASH, INC. | June 10, 2026 | The election of the following director nominee(s): Shona L. Brown Director Elections |
Board | For | Split 22 FOR, 13 AGAINST |
FOR 12 funds |
| DOUGLAS ELLIMAN INC. | June 18, 2026 | Advisory vote on executive compensation (the say-on-pay vote). Say-on-Pay |
Board | For | Split 1 FOR, 11 AGAINST |
FOR 3 funds |
| DOUGLAS EMMETT, INC. | May 28, 2026 | To approve the Douglas Emmett, Inc. 2026 Omnibus Stock Incentive Plan. Compensation |
Board | For | Split 19 FOR, 1 AGAINST |
AGAINST 9 funds |
| DOUGLAS EMMETT, INC. | May 28, 2026 | To approve, in a non-binding advisory vote, our executive compensation. Say-on-Pay |
Board | For | Split 10 FOR, 14 AGAINST |
AGAINST 10 funds |
| DOVER CORPORATION | May 8, 2026 | To approve, on an advisory basis, named executive officer compensation. Say-on-Pay |
Board | For | Split 52 FOR, 1 AGAINST |
FOR 15 funds |
| DOXIMITY, INC | August 28, 2025 | To approve, on a non-binding advisory basis, the compensation paid to the Company's named executive officers for the fiscal year ended March 31, 2025. Say-on-Pay |
Board | For | Split 57 FOR, 1 AGAINST |
FOR 6 funds |
| DRAFTKINGS INC. | May 12, 2026 | To conduct a non-binding advisory vote on executive compensation. Say-on-Pay |
Board | For | Split 41 FOR, 1 AGAINST |
FOR 9 funds |
| DREAM FINDERS HOMES, INC. | June 8, 2026 | Approval of the reincorporation of the Company to the State of Texas by conversion. Extraordinary Transactions |
Board | For | Split 1 FOR, 11 AGAINST |
AGAINST 7 funds |
| Dave & Buster's Entertainment, Inc. | June 18, 2026 | Election of Directors: James P. Chambers Director Elections |
Board | For | Split 11 FOR, 1 AGAINST |
FOR 6 funds |
| Dave Inc. | June 2, 2026 | Director Election: Dan Preston Director Elections |
Board | For | Split 6 FOR, 15 WITHHOLD |
FOR 4 funds |
| DocuSign, Inc. | June 1, 2026 | Election of Class II Directors: Allan Thygesen Director Elections |
Board | For | Split 30 FOR, 1 AGAINST |
FOR 13 funds |
| DocuSign, Inc. | June 1, 2026 | Election of Class II Directors: Cain A. Hayes Director Elections |
Board | For | Split 30 FOR, 1 AGAINST |
FOR 13 funds |
| DocuSign, Inc. | June 1, 2026 | Election of Class II Directors: James Beer Director Elections |
Board | For | Split 30 FOR, 1 AGAINST |
FOR 13 funds |
| Dream Finders Homes, Inc. | June 8, 2026 | Election of Directors: Justin W. Udelhofen Director Elections |
Board | For | Split 11 FOR, 1 AGAINST |
FOR 7 funds |
| Dream Finders Homes, Inc. | June 8, 2026 | Election of Directors: William W. Weatherford Director Elections |
Board | For | Split 1 FOR, 11 AGAINST |
FOR 7 funds |
| EDGEWISE THERAPEUTICS INC | June 4, 2026 | Conduct an advisory vote on the compensation of our named executive officers. Say-on-Pay |
Board | For | Split 14 FOR, 6 AGAINST |
FOR 6 funds |
| EDWARDS LIFESCIENCES CORPORATION | May 7, 2026 | Advisory Vote to Approve Named Executive Officer Compensation Say-on-Pay |
Board | For | Split 51 FOR, 1 AGAINST |
FOR 14 funds |
| EHEALTH, INC. | June 18, 2026 | Approval of an amendment and restatement of the eHealth, Inc. Amended and Restated 2024 Equity Incentive Plan to increase the maximum number of shares of common stock that may be issued thereunder by 1,300,000 shares. Compensation |
Board | For | Split 6 FOR, 1 AGAINST |
FOR 1 fund |
| ELANCO ANIMAL HEALTH INCORPORATED | May 21, 2026 | Advisory vote on the compensation of the company's named executive officers. Say-on-Pay |
Board | For | Split 59 FOR, 1 AGAINST |
FOR 14 funds |
| ELASTIC N.V. | September 30, 2025 | Non-binding advisory vote to approve the compensation of the Company's named executive officers as described in the proxy statement Say-on-Pay |
Board | For | Split 25 FOR, 2 AGAINST |
FOR 10 funds |
| ELEMENT SOLUTIONS INC | May 4, 2026 | Advisory vote to approve the Company's 2025 executive compensation Say-on-Pay |
Board | For | Split 27 FOR, 18 AGAINST |
AGAINST 12 funds |
| EMCOR GROUP, INC. | June 4, 2026 | Approval, by non-binding advisory vote, of named executive officer compensation. Say-on-Pay |
Board | For | Split 72 FOR, 1 AGAINST |
FOR 16 funds |
| EMERGENT BIOSOLUTIONS INC. | April 29, 2026 | To hold, on an advisory basis, a vote to approve the 2025 compensation of our named executive officers. Say-on-Pay |
Board | For | Split 13 FOR, 1 AGAINST |
FOR 8 funds |
| ENANTA PHARMACEUTICALS, INC. | March 11, 2026 | To approve an amendment to our 2019 Equity Incentive Plan. Compensation |
Board | For | Split 11 FOR, 1 AGAINST |
FOR 5 funds |
| ENHABIT, INC. | May 12, 2026 | Approval, on a non-binding, advisory basis, certain compensation that may be paid or become payable to Enhabit's named executive officers that is based on or otherwise relates to the Merger. Say-on-Pay |
Board | For | Split 14 FOR, 1 AGAINST |
FOR 6 funds |
| ENPHASE ENERGY, INC. | May 13, 2026 | To approve, on advisory basis, the compensation of our named executive officers, as disclosed in the proxy statement. Say-on-Pay |
Board | For | Split 18 FOR, 4 AGAINST |
FOR 11 funds |
| EOS ENERGY ENTERPRISES INC | June 3, 2026 | Amendment to our Second Amended and Restated 2020 Incentive Plan. Compensation |
Board | For | Split 15 FOR, 2 AGAINST |
FOR 4 funds |
| EOS ENERGY ENTERPRISES INC | June 3, 2026 | Non-binding advisory vote to approve our named executive officer compensation. Say-on-Pay |
Board | For | Split 17 FOR, 1 AGAINST |
FOR 5 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.