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CHARLES SCHWAB CORP. 2023-2024 Proxy Voting Records

Compiled from SEC Form N-PX filings and CHARLES SCHWAB CORP.’s Form 8-K, filed 2024-05-29 (Item 5.07 on EDGAR). Page generated 04 October 2026.

29Reported items
1,283Asset managers
12,716Fund votes
2024-05-23Meeting date

Proxy season: 2023-2024 2024-2025 2025-2026

Explore CHARLES SCHWAB CORP. in the interactive database Compare manager voting policies

Official 2023-2024 meeting results reported by CHARLES SCHWAB CORP.

These tallies are CHARLES SCHWAB CORP.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed 2024-05-29 (Item 5.07, “Submission of Matters to a Vote of Security Holders”). They cover every share voted at the meeting, not just the funds that file Form N-PX.

CHARLES SCHWAB CORP. — official shareholder meeting results, meeting held 2024-05-23
Ballot item	For	Against	Abstain	Withheld	Broker non-votes	Outcome
Elect Director: (a) Walter W. Bettinger II	1,386,038,893	101,302,966	4,370,072	--	61,320,014	Majority: yes
Elect Director: (b) Joan T. Dea	1,368,188,579	122,383,889	1,139,463	--	61,320,014	Majority: yes
Elect Director: (c) Christopher V. Dodds	1,451,421,642	39,375,004	915,284	--	61,320,014	Majority: yes
Elect Director: (d) Bharat B. Masrani	1,418,614,548	71,717,320	1,380,063	--	61,320,014	Majority: yes
Elect Director: (e) Charles A. Ruffel	1,454,264,747	36,246,410	1,200,774	--	61,320,014	Majority: yes

Source: CHARLES SCHWAB CORP., Form 8-K, filed with the SEC on 2024-05-29 — read the filing on EDGAR.

How asset managers voted at the CHARLES SCHWAB CORP. 2023-2024 meeting

Each item below shows how the 1,283 asset managers that disclosed a CHARLES SCHWAB CORP. vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report. These are reported items, not a count of the ballot: fund filings describe one ballot item in different words. Two descriptions are shown as one item only on evidence — the same text (or one cut short of the other), the same director nominee, or a match to the same row of CHARLES SCHWAB CORP.’s own Form 8-K tally — never because they merely read alike. A description that could not be joined that way is listed on its own, so one ballot item can appear more than once.

1. Advisory Approval of Named Executive Officer Compensation

SECTION 14A SAY-ON-PAY VOTES

Meeting held 2024-05-23.

Combines 8 wordings of this item as funds reported it.

91% fund support · no official result

FOR 91%9%

The 1,186 asset managers below cast 91% of the shares they voted on this item FOR (1,199,226,474 for, 116,919,690 against).

FOR: 1,199,226,474 (91.0%)AGAINST: 116,919,690 (8.9%)ABSTAIN: 108,057 (0.0%)NOT VOTED: 1,122,932 (0.1%)UNKNOWN: 1,637 (0.0%)

Largest asset managers voting on “Advisory Approval of Named Executive Officer Compensation” at CHARLES SCHWAB CORP., 2023-2024
Asset manager	For	Against	Abstain	Vote
Dodge & Cox	148,814,154	0	0	For
Vanguard	126,407,767	103,541	0	For
T. Rowe Price	100,245,071	432,731	0	For
BlackRock	76,018,321	486,438	0	For
Baron Financial Group, LLC	41,500,000	0	0	For
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	33,019,892	0	0	For
Fidelity	32,020,387	311,834	0	For
GEODE CAPITAL MANAGEMENT, LLC	28,961,829	0	0	For
State Street	28,247,606	1,600	0	For
JPMorgan	25,879,617	0	0	For
Invesco	24,552,249	0	0	For
HARRIS ASSOCIATES L P	21,606,605	0	0	For
Putnam	20,919,043	0	0	For
Fisher Asset Management, LLC	17,681,547	5,915	0	For
Nuveen	16,913,667	6,952	0	For
Charles Schwab	13,638,984	1,629,257	27,073	For
AllianceBernstein	16,224,121	0	0	For
FLOSSBACH VON STORCH AG	15,818,757	0	0	For
Northern Trust	14,576,210	298,363	150	For
HARRIS ASSOCIATES INVESTMENT TRUST	14,828,540	0	0	For
Artisan	13,405,541	0	0	For
TIAA	9,596,978	0	0	For
Wellington	0	9,459,819	0	Against
Janus Henderson	8,321,407	0	0	For
Ruane, Cunniff & Goldfarb L.P.	8,165,073	0	0	For

Showing the 25 largest of 1,186 asset managers. See all 1,186 in the interactive database.

2. Stockholder Proposal Requesting Changes to the Executive Compensation Program

COMPENSATION

Meeting held 2024-05-23.

Combines 5 wordings of this item as funds reported it.

1.0% fund support · no official result

AGAINST 99.0%

The 271 asset managers below cast 1.0% of the shares they voted on this item FOR (4,475,428 for, 465,336,664 against).

FOR: 4,475,428 (1.0%)AGAINST: 465,336,664 (99.0%)ABSTAIN: 172,655 (0.0%)NOT VOTED: 2,542 (0.0%)

Largest asset managers voting on “Stockholder Proposal Requesting Changes to the Executive Compensation Program” at CHARLES SCHWAB CORP., 2023-2024
Asset manager	For	Against	Abstain	Vote
Vanguard	0	120,037,542	0	Against
Dodge & Cox	0	66,594,835	0	Against
Fidelity	0	30,773,054	0	Against
T. Rowe Price	0	30,244,108	0	Against
JPMorgan	0	23,940,101	0	Against
HARRIS ASSOCIATES INVESTMENT TRUST	0	14,828,540	0	Against
State Street	1,600	14,126,295	0	Against
Invesco	0	11,779,954	0	Against
TIAA	0	9,574,811	0	Against
Putnam	0	8,742,802	0	Against
Charles Schwab	378,733	7,177,189	89,064	Against
JANUS INVESTMENT FUND	0	6,113,317	0	Against
MFS	0	5,698,431	0	Against
VanEck ETF Trust	0	5,355,921	0	Against
AMG FUNDS	0	4,755,000	0	Against
BARON SELECT FUNDS	0	4,462,020	0	Against
Lincoln Financial	0	4,243,142	0	Against
Principal	0	4,132,363	0	Against
Hartford	1,002	4,035,567	0	Against
John Hancock	0	3,965,082	0	Against
Jackson National	0	3,878,334	0	Against
Lord Abbett	0	3,837,842	0	Against
Columbia Threadneedle	0	3,813,047	0	Against
Dimensional	0	3,370,622	0	Against
SEQUOIA FUND INC	0	2,982,798	0	Against

Showing the 25 largest of 271 asset managers. See all 271 in the interactive database.

3. Election of Five Directors for Three-Year Terms: Walter W. Bettinger II

DIRECTOR ELECTIONSMajority of the votes cast: yes

Meeting held 2024-05-23.

Combines 9 wordings of this item as funds reported it.

93% Majority: yes · of votes cast

FOR 93%

FOR: 1,386,038,893AGAINST: 101,302,966

CHARLES SCHWAB CORP.’s own tally for this item (“Elect Director: (a) Walter W. Bettinger II”): 1,386,038,893 for, 101,302,966 against, per its Form 8-K filed 2024-05-29 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 1,825,000,000 outstanding shares: 76% for, 6% against (81% of the company cast a for/against vote).

The 231 asset managers below cast 97% of the shares they voted on this item FOR (486,369,146 for, 15,851,385 against).

FOR 97%

FOR: 486,369,146 (96.8%)AGAINST: 15,851,385 (3.2%)ABSTAIN: 111,608 (0.0%)NOT VOTED: 2,567 (0.0%)

Largest asset managers voting on “Election of Five Directors for Three-Year Terms: Walter W. Bettinger II” at CHARLES SCHWAB CORP., 2023-2024
Asset manager	For	Against	Abstain	Vote
Vanguard	120,037,542	0	0	For
Dodge & Cox	66,594,835	0	0	For
BlackRock	31,958,537	8,023	0	For
Fidelity	30,773,054	0	0	For
T. Rowe Price	30,244,108	0	0	For
JPMorgan	23,940,101	0	0	For
HARRIS ASSOCIATES INVESTMENT TRUST	14,828,540	0	0	For
State Street	14,127,148	747	0	For
Invesco	11,779,954	0	0	For
TIAA	9,574,811	0	0	For
Putnam	0	8,742,802	0	Against
Charles Schwab	7,015,421	600,514	29,051	For
JANUS INVESTMENT FUND	6,113,317	0	0	For
MFS	5,698,431	0	0	For
VanEck ETF Trust	5,355,921	0	0	For
AMG FUNDS	4,755,000	0	0	For
BARON SELECT FUNDS	4,462,020	0	0	For
Lincoln Financial	4,243,142	0	0	For
Principal	4,132,363	0	0	For
Hartford	4,036,569	0	0	For
John Hancock	1,829,659	2,135,423	0	Against
Jackson National	3,878,334	0	0	For
Lord Abbett	3,837,842	0	0	For
Columbia Threadneedle	3,813,047	0	0	For
Dimensional	3,370,622	0	0	For

Showing the 25 largest of 231 asset managers. See all 231 in the interactive database.

4. Election of Five Directors for Three-Year Terms: Joan T. Dea

DIRECTOR ELECTIONSMajority of the votes cast: yes

Meeting held 2024-05-23.

Combines 9 wordings of this item as funds reported it.

92% Majority: yes · of votes cast

FOR 92%8%

FOR: 1,368,188,579AGAINST: 122,383,889

CHARLES SCHWAB CORP.’s own tally for this item (“Elect Director: (b) Joan T. Dea”): 1,368,188,579 for, 122,383,889 against, per its Form 8-K filed 2024-05-29 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 1,825,000,000 outstanding shares: 75% for, 7% against (82% of the company cast a for/against vote).

The 231 asset managers below cast 93% of the shares they voted on this item FOR (468,946,712 for, 33,295,862 against).

FOR 93%

FOR: 468,946,712 (93.4%)AGAINST: 33,295,862 (6.6%)ABSTAIN: 89,564 (0.0%)NOT VOTED: 2,567 (0.0%)

Largest asset managers voting on “Election of Five Directors for Three-Year Terms: Joan T. Dea” at CHARLES SCHWAB CORP., 2023-2024
Asset manager	For	Against	Abstain	Vote
Vanguard	120,037,542	0	0	For
Dodge & Cox	66,594,835	0	0	For
BlackRock	31,943,952	22,608	0	For
Fidelity	30,560,948	212,106	0	For
T. Rowe Price	30,244,108	0	0	For
JPMorgan	23,940,101	0	0	For
HARRIS ASSOCIATES INVESTMENT TRUST	14,828,540	0	0	For
State Street	14,126,637	1,258	0	For
Invesco	0	11,779,954	0	Against
TIAA	9,574,811	0	0	For
Putnam	0	8,742,802	0	Against
Charles Schwab	6,949,598	688,049	7,339	For
JANUS INVESTMENT FUND	6,113,317	0	0	For
MFS	5,698,431	0	0	For
VanEck ETF Trust	5,355,921	0	0	For
AMG FUNDS	4,755,000	0	0	For
BARON SELECT FUNDS	4,462,020	0	0	For
Lincoln Financial	691,985	3,551,157	0	Against
Principal	4,132,363	0	0	For
Hartford	4,035,567	1,002	0	For
John Hancock	1,829,659	2,135,423	0	Against
Jackson National	3,692,491	185,843	0	For
Lord Abbett	3,837,842	0	0	For
Columbia Threadneedle	3,813,047	0	0	For
Dimensional	3,370,622	0	0	For

Showing the 25 largest of 231 asset managers. See all 231 in the interactive database.

5. Election of Five Directors for Three-Year Terms: Christopher V. Dodds

DIRECTOR ELECTIONSMajority of the votes cast: yes

Meeting held 2024-05-23.

Combines 9 wordings of this item as funds reported it.

97% Majority: yes · of votes cast

FOR 97%

FOR: 1,451,421,642AGAINST: 39,375,004

CHARLES SCHWAB CORP.’s own tally for this item (“Elect Director: (c) Christopher V. Dodds”): 1,451,421,642 for, 39,375,004 against, per its Form 8-K filed 2024-05-29 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 1,825,000,000 outstanding shares: 80% for, 2% against (82% of the company cast a for/against vote).

The 231 asset managers below cast 98% of the shares they voted on this item FOR (490,342,415 for, 11,901,479 against).

FOR 98%

FOR: 490,342,415 (97.6%)AGAINST: 11,901,479 (2.4%)ABSTAIN: 88,245 (0.0%)NOT VOTED: 2,567 (0.0%)

Largest asset managers voting on “Election of Five Directors for Three-Year Terms: Christopher V. Dodds” at CHARLES SCHWAB CORP., 2023-2024
Asset manager	For	Against	Abstain	Vote
Vanguard	120,037,542	0	0	For
Dodge & Cox	66,594,835	0	0	For
BlackRock	31,958,537	8,023	0	For
Fidelity	30,773,054	0	0	For
T. Rowe Price	30,244,108	0	0	For
JPMorgan	23,940,101	0	0	For
HARRIS ASSOCIATES INVESTMENT TRUST	14,828,540	0	0	For
State Street	14,127,490	405	0	For
Invesco	11,779,954	0	0	For
TIAA	9,574,811	0	0	For
Putnam	0	8,742,802	0	Against
Charles Schwab	7,351,189	287,757	6,040	For
JANUS INVESTMENT FUND	6,113,317	0	0	For
MFS	5,698,431	0	0	For
VanEck ETF Trust	5,355,921	0	0	For
AMG FUNDS	4,755,000	0	0	For
BARON SELECT FUNDS	4,462,020	0	0	For
Lincoln Financial	4,243,142	0	0	For
Principal	4,132,363	0	0	For
Hartford	4,036,569	0	0	For
John Hancock	1,829,659	2,135,423	0	Against
Jackson National	3,878,334	0	0	For
Lord Abbett	3,837,842	0	0	For
Columbia Threadneedle	3,813,047	0	0	For
Dimensional	3,370,622	0	0	For

Showing the 25 largest of 231 asset managers. See all 231 in the interactive database.

6. Election of Five Directors for Three-Year Terms: Bharat B. Masrani

DIRECTOR ELECTIONSMajority of the votes cast: yes

Meeting held 2024-05-23.

Combines 9 wordings of this item as funds reported it.

95% Majority: yes · of votes cast

FOR 95%

FOR: 1,418,614,548AGAINST: 71,717,320

CHARLES SCHWAB CORP.’s own tally for this item (“Elect Director: (d) Bharat B. Masrani”): 1,418,614,548 for, 71,717,320 against, per its Form 8-K filed 2024-05-29 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 1,825,000,000 outstanding shares: 78% for, 4% against (82% of the company cast a for/against vote).

The 231 asset managers below cast 97% of the shares they voted on this item FOR (489,575,816 for, 12,664,895 against).

FOR 97%

FOR: 489,575,816 (97.5%)AGAINST: 12,664,895 (2.5%)ABSTAIN: 91,427 (0.0%)NOT VOTED: 2,567 (0.0%)

Largest asset managers voting on “Election of Five Directors for Three-Year Terms: Bharat B. Masrani” at CHARLES SCHWAB CORP., 2023-2024
Asset manager	For	Against	Abstain	Vote
Vanguard	120,037,542	0	0	For
Dodge & Cox	66,594,835	0	0	For
BlackRock	31,958,537	8,023	0	For
Fidelity	30,773,054	0	0	For
T. Rowe Price	30,244,108	0	0	For
JPMorgan	23,940,101	0	0	For
HARRIS ASSOCIATES INVESTMENT TRUST	14,828,540	0	0	For
State Street	14,127,148	747	0	For
Invesco	11,779,954	0	0	For
TIAA	9,574,811	0	0	For
Putnam	0	8,742,802	0	Against
Charles Schwab	7,193,014	442,798	9,174	For
JANUS INVESTMENT FUND	6,113,317	0	0	For
MFS	5,698,431	0	0	For
VanEck ETF Trust	5,355,921	0	0	For
AMG FUNDS	4,755,000	0	0	For
BARON SELECT FUNDS	4,462,020	0	0	For
Lincoln Financial	3,894,517	348,625	0	For
Principal	4,132,363	0	0	For
Hartford	4,036,569	0	0	For
John Hancock	1,829,659	2,135,423	0	Against
Jackson National	3,878,334	0	0	For
Lord Abbett	3,837,842	0	0	For
Columbia Threadneedle	3,813,047	0	0	For
Dimensional	3,370,622	0	0	For

Showing the 25 largest of 231 asset managers. See all 231 in the interactive database.

7. Election of Five Directors for Three-Year Terms: Charles A. Ruffel

DIRECTOR ELECTIONSMajority of the votes cast: yes

Meeting held 2024-05-23.

Combines 9 wordings of this item as funds reported it.

98% Majority: yes · of votes cast

FOR 98%

FOR: 1,454,264,747AGAINST: 36,246,410

CHARLES SCHWAB CORP.’s own tally for this item (“Elect Director: (e) Charles A. Ruffel”): 1,454,264,747 for, 36,246,410 against, per its Form 8-K filed 2024-05-29 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 1,825,000,000 outstanding shares: 80% for, 2% against (82% of the company cast a for/against vote).

The 231 asset managers below cast 98% of the shares they voted on this item FOR (490,336,795 for, 11,905,158 against).

FOR 98%

FOR: 490,336,795 (97.6%)AGAINST: 11,905,158 (2.4%)ABSTAIN: 90,185 (0.0%)NOT VOTED: 2,567 (0.0%)

Largest asset managers voting on “Election of Five Directors for Three-Year Terms: Charles A. Ruffel” at CHARLES SCHWAB CORP., 2023-2024
Asset manager	For	Against	Abstain	Vote
Vanguard	120,037,542	0	0	For
Dodge & Cox	66,594,835	0	0	For
BlackRock	31,958,537	8,023	0	For
Fidelity	30,773,054	0	0	For
T. Rowe Price	30,244,108	0	0	For
JPMorgan	23,940,101	0	0	For
HARRIS ASSOCIATES INVESTMENT TRUST	14,828,540	0	0	For
State Street	14,127,490	405	0	For
Invesco	11,779,954	0	0	For
TIAA	9,574,811	0	0	For
Putnam	0	8,742,802	0	Against
Charles Schwab	7,420,835	216,200	7,951	For
JANUS INVESTMENT FUND	6,113,317	0	0	For
MFS	5,698,431	0	0	For
VanEck ETF Trust	5,355,921	0	0	For
AMG FUNDS	4,755,000	0	0	For
BARON SELECT FUNDS	4,462,020	0	0	For
Lincoln Financial	4,243,142	0	0	For
Principal	4,132,363	0	0	For
Hartford	4,036,569	0	0	For
John Hancock	1,829,659	2,135,423	0	Against
Jackson National	3,878,334	0	0	For
Lord Abbett	3,837,842	0	0	For
Columbia Threadneedle	3,813,047	0	0	For
Dimensional	3,370,622	0	0	For

Showing the 25 largest of 231 asset managers. See all 231 in the interactive database.

8. Ratification of the Selection of Independent Auditors

AUDIT-RELATED

Meeting held 2024-05-23.

Combines 4 wordings of this item as funds reported it.

99.4% fund support · no official result

FOR 99.4%

The 227 asset managers below cast 99.4% of the shares they voted on this item FOR (499,459,351 for, 2,650,722 against).

FOR: 499,459,351 (99.5%)AGAINST: 2,650,722 (0.5%)ABSTAIN: 80,566 (0.0%)

Largest asset managers voting on “Ratification of the Selection of Independent Auditors” at CHARLES SCHWAB CORP., 2023-2024
Asset manager	For	Against	Abstain	Vote
Vanguard	120,037,542	0	0	For
Dodge & Cox	66,594,835	0	0	For
BlackRock	31,966,560	0	0	For
Fidelity	30,773,054	0	0	For
T. Rowe Price	30,244,108	0	0	For
JPMorgan	23,940,101	0	0	For
HARRIS ASSOCIATES INVESTMENT TRUST	14,828,540	0	0	For
State Street	14,127,553	342	0	For
Invesco	11,779,954	0	0	For
TIAA	9,574,811	0	0	For
Putnam	8,742,802	0	0	For
Charles Schwab	7,087,208	553,115	4,663	For
JANUS INVESTMENT FUND	6,113,317	0	0	For
MFS	5,698,431	0	0	For
VanEck ETF Trust	5,355,921	0	0	For
AMG FUNDS	4,755,000	0	0	For
BARON SELECT FUNDS	4,462,020	0	0	For
Lincoln Financial	4,243,142	0	0	For
Principal	4,132,363	0	0	For
Hartford	4,035,567	1,002	0	For
John Hancock	3,965,082	0	0	For
Jackson National	3,878,334	0	0	For
Lord Abbett	3,837,842	0	0	For
Columbia Threadneedle	3,813,047	0	0	For
Dimensional	3,370,622	0	0	For

Showing the 25 largest of 227 asset managers. See all 227 in the interactive database.

9. Stockholder Proposal on Workforce Discrimination Risk Oversight and Impact

ENVIRONMENT OR CLIMATEDIVERSITY, EQUITY, AND INCLUSIONOTHER SOCIAL ISSUES

Meeting held 2024-05-23.

Combines 6 wordings of this item as funds reported it.

0.1% fund support · no official result

AGAINST 99.4%

The 225 asset managers below cast 0.1% of the shares they voted on this item FOR (217,895 for, 465,123,071 against).

FOR: 217,895 (0.0%)AGAINST: 465,123,071 (99.5%)ABSTAIN: 2,251,823 (0.5%)NOT VOTED: 1,800 (0.0%)

Largest asset managers voting on “Stockholder Proposal on Workforce Discrimination Risk Oversight and Impact” at CHARLES SCHWAB CORP., 2023-2024
Asset manager	For	Against	Abstain	Vote
Vanguard	0	120,037,542	0	Against
Dodge & Cox	0	66,594,835	0	Against
Fidelity	0	30,773,054	0	Against
T. Rowe Price	0	30,244,108	0	Against
JPMorgan	0	23,940,101	0	Against
HARRIS ASSOCIATES INVESTMENT TRUST	0	14,828,540	0	Against
State Street	0	14,127,895	0	Against
Invesco	0	11,779,954	0	Against
TIAA	0	9,574,811	0	Against
Putnam	0	8,742,802	0	Against
Charles Schwab	45,488	7,545,907	53,591	Against
JANUS INVESTMENT FUND	0	6,113,317	0	Against
MFS	0	5,698,431	0	Against
VanEck ETF Trust	0	5,355,921	0	Against
AMG FUNDS	0	4,755,000	0	Against
BARON SELECT FUNDS	0	4,462,020	0	Against
Lincoln Financial	0	4,243,142	0	Against
Principal	0	4,132,363	0	Against
Hartford	0	4,036,569	0	Against
John Hancock	0	3,965,082	0	Against
Jackson National	0	3,878,334	0	Against
Lord Abbett	0	3,837,842	0	Against
Columbia Threadneedle	0	3,813,047	0	Against
Dimensional	0	3,370,622	0	Against
SEQUOIA FUND INC	0	2,982,798	0	Against

Showing the 25 largest of 225 asset managers. See all 225 in the interactive database.

10. Stockholder Proposal on Pay Equity Disclosure

COMPENSATION

Meeting held 2024-05-23.

Combines 4 wordings of this item as funds reported it.

16% fund support · no official result

FOR 16%AGAINST 84%

The 172 asset managers below cast 16% of the shares they voted on this item FOR (64,985,539 for, 350,523,555 against).

FOR: 64,985,539 (15.6%)AGAINST: 350,523,555 (83.9%)ABSTAIN: 2,220,023 (0.5%)NOT VOTED: 1,800 (0.0%)

Largest asset managers voting on “Stockholder Proposal on Pay Equity Disclosure” at CHARLES SCHWAB CORP., 2023-2024
Asset manager	For	Against	Abstain	Vote
Vanguard	4,071,762	115,965,780	0	Against
Dodge & Cox	0	66,594,835	0	Against
Fidelity	1,507,641	29,265,413	0	Against
T. Rowe Price	0	30,244,108	0	Against
HARRIS ASSOCIATES INVESTMENT TRUST	0	14,828,540	0	Against
State Street	14,125,650	2,245	0	For
Invesco	0	11,779,954	0	Against
TIAA	9,574,811	0	0	For
Putnam	0	8,742,802	0	Against
Charles Schwab	2,175,304	5,429,163	40,518	Against
JANUS INVESTMENT FUND	0	6,113,317	0	Against
MFS	0	5,698,431	0	Against
VanEck ETF Trust	0	5,355,921	0	Against
BARON SELECT FUNDS	4,462,020	0	0	For
Lincoln Financial	0	4,230,332	0	Against
Principal	3,362,402	769,961	0	For
Hartford	1,002	4,035,567	0	Against
Lord Abbett	0	3,837,842	0	Against
Columbia Threadneedle	3,813,047	0	0	For
Dimensional	250,176	3,120,446	0	Against
Nuveen	2,899,011	0	0	For
American Century	0	2,873,777	0	Against
FIRST EAGLE FUNDS	2,713,598	0	0	For
Franklin Custodian Funds	0	2,102,782	0	Against
FRANKLIN MANAGED TRUST	0	2,050,000	0	Against

Showing the 25 largest of 172 asset managers. See all 172 in the interactive database.

11. Stockholder Proposal on Pay Equity Discloser

DIVERSITY, EQUITY, AND INCLUSION

Meeting held 2024-05-23.

9% fund support · no official result

9%AGAINST 91%

The 64 asset managers below cast 9% of the shares they voted on this item FOR (4,318,309 for, 45,980,199 against).

FOR: 4,318,309 (8.6%)AGAINST: 45,980,199 (91.4%)

Largest asset managers voting on “Stockholder Proposal on Pay Equity Discloser” at CHARLES SCHWAB CORP., 2023-2024
Asset manager	For	Against	Vote
JPMorgan	164,348	23,775,753	Against
AMG FUNDS	0	4,755,000	Against
John Hancock	822,643	3,142,439	Against
Jackson National	0	3,878,334	Against
SEQUOIA FUND INC	0	2,982,798	Against
Bridge Builder Trust	1,636,066	884,485	For
FMI FUNDS INC	0	1,230,000	Against
TOUCHSTONE STRATEGIC TRUST	186,437	672,701	Against
TRUST FOR PROFESSIONAL MANAGERS	0	826,198	Against
Calamos	0	700,226	Against
Brown Advisory Funds	646,765	0	For
Natixis	0	535,434	Against
ALPS Series Trust	0	480,000	Against
TOUCHSTONE FUNDS GROUP TRUST	0	323,275	Against
Gateway Trust	318,629	0	For
Advisor Managed Portfolios	186,843	0	For
MADISON FUNDS	0	186,687	Against
PERMANENT PORTFOLIO FAMILY OF FUNDS	0	185,000	Against
Allianz	0	169,823	Against
AMG Funds I	159,244	0	For
Provident Mutual Funds, Inc.	0	135,045	Against
Baird	123,419	0	For
CUTLER TRUST	0	110,300	Against
Guardian Variable Products Trust	0	105,022	Against
Pacer Funds Trust	0	101,973	Against

Showing the 25 largest of 64 asset managers. See all 64 in the interactive database.

12. Advisory Vote to Ratify Named Executive Officers' Compensation

SECTION 14A SAY-ON-PAY VOTESCOMPENSATION

Meeting held 2024-05-23.

84% fund support · no official result

FOR 83%AGAINST 16%

The 42 asset managers below cast 84% of the shares they voted on this item FOR (41,085,593 for, 7,664,018 against).

FOR: 41,085,593 (83.4%)AGAINST: 7,664,018 (15.5%)ABSTAIN: 536,861 (1.1%)

Largest asset managers voting on “Advisory Vote to Ratify Named Executive Officers' Compensation” at CHARLES SCHWAB CORP., 2023-2024
Asset manager	For	Against	Abstain	Vote
JPMorgan	33,083,440	0	0	For
Findlay Park Partners LLP	2,868,488	0	0	For
APG Asset Management US Inc.	0	2,801,060	0	Against
Desjardins Global Asset Management Inc.	0	2,649,999	0	Against
DSM CAPITAL PARTNERS LLC	2,085,372	48,750	0	For
Union Investment Privatfonds GmbH	0	1,056,985	0	Against
Ninety One UK Ltd	752,215	0	0	For
STOREBRAND ASSET MANAGEMENT AS	579,504	0	0	For
ADAGE CAPITAL PARTNERS GP, L.L.C.	554,702	0	0	For
TD ASSET MANAGEMENT INC	0	0	530,579	Abstain
Cardano Risk Management B.V.	0	384,587	0	Against
WAFRA INC.	358,483	0	0	For
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	233,560	0	0	For
Regime de rentes du Mouvement Desjardins	0	223,660	0	Against
Swiss Life Asset Management Ltd	0	188,542	0	Against
Empower	0	177,865	0	Against
OSSIAM	163,666	0	0	For
Hanson & Doremus Investment Management	129,606	0	0	For
NORDEA INVESTMENT MANAGEMENT AB	0	108,409	0	Against
Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma	99,467	0	0	For
Vinva Investment Management Ltd	40,858	0	0	For
UNIFIED SERIES TRUST	30,407	0	0	For
Edgemoor Investment Advisors, Inc.	24,992	0	0	For
Brighthouse	23,191	0	0	For
Metzler Asset Management GmbH	22,224	0	0	For

Showing the 25 largest of 42 asset managers. See all 42 in the interactive database.

13. Named Executive Officers' Compensation

SECTION 14A SAY-ON-PAY VOTES

Meeting held 2024-05-23.

77% fund support · no official result

FOR 77%AGAINST 23%

The 18 asset managers below cast 77% of the shares they voted on this item FOR (1,106,188 for, 328,534 against).

FOR: 1,106,188 (77.1%)AGAINST: 328,534 (22.9%)

Largest asset managers voting on “Named Executive Officers' Compensation” at CHARLES SCHWAB CORP., 2023-2024
Asset manager	For	Against	Vote
Teewinot Capital Advisers, L.L.C.	720,830	0	For
GRIMES & COMPANY, INC.	324,705	0	For
Vancity Investment Management Ltd	0	244,675	Against
Baker Avenue Asset Management, LP	0	74,500	Against
Sculati Wealth Management, LLC	38,419	0	For
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC	2,000	8,859	Against
Soapstone Management L.P.	10,182	0	For
Barnett & Company, Inc.	1,800	0	For
Lido Advisors, LLC	1,758	0	For
Granite Investment Partners, LLC	1,703	0	For
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV	1,525	0	For
Ramsay, Stattman, Vela & Price, Inc.	1,250	0	For
FORUM FUNDS II	1,000	0	For
BALLAST ADVISORS LLC	708	0	For
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV	0	500	Against
Penobscot Investment Management Company, Inc.	308	0	For
HST Ventures, LLC	0	0	--
Port Capital LLC	0	0	--

14. Improve Executive Compensation Program and Policy

COMPENSATION

Meeting held 2024-05-23.

Combines 2 wordings of this item as funds reported it.

1% fund support · no official result

AGAINST 99%

The 14 asset managers below cast 1% of the shares they voted on this item FOR (364,432 for, 35,042,654 against).

FOR: 364,432 (1.0%)AGAINST: 35,042,654 (99.0%)ABSTAIN: 6,282 (0.0%)

Largest asset managers voting on “Improve Executive Compensation Program and Policy” at CHARLES SCHWAB CORP., 2023-2024
Asset manager	For	Against	Abstain	Vote
BlackRock	22,608	31,943,952	0	Against
MASTER INVESTMENT PORTFOLIO	0	2,342,627	0	Against
HughesLittle Investment Management Ltd.	0	674,340	0	Against
Empower	177,865	0	0	For
OSSIAM	163,666	0	0	For
UNIFIED SERIES TRUST	0	30,407	0	Against
Brighthouse	0	23,191	0	Against
CIDEL ASSET MANAGEMENT INC	0	18,051	0	Against
Symmetry Panoramic Trust	0	2,422	6,282	Abstain
Multi-Select Securities Fund for Puerto Rico Residents	0	2,567	0	Against
Tidal Trust III	0	2,431	0	Against
Douglass Winthrop Advisors, LLC	0	1,416	0	Against
Wesleyan Assurance Society	0	1,250	0	Against
Warren Street Wealth Advisors, LLC	293	0	0	For

15. Report on Civil Rights and Non-Discrimination Audit

ENVIRONMENT OR CLIMATEDIVERSITY, EQUITY, AND INCLUSIONOTHER SOCIAL ISSUES

Meeting held 2024-05-23.

0.9% fund support · no official result

AGAINST 99.1%

The 10 asset managers below cast 0.9% of the shares they voted on this item FOR (285,948 for, 34,545,639 against).

FOR: 285,948 (0.8%)AGAINST: 34,545,639 (99.2%)ABSTAIN: 6,282 (0.0%)

Largest asset managers voting on “Report on Civil Rights and Non-Discrimination Audit” at CHARLES SCHWAB CORP., 2023-2024
Asset manager	For	Against	Abstain	Vote
BlackRock	0	31,966,560	0	Against
MASTER INVESTMENT PORTFOLIO	0	2,342,627	0	Against
GuideStone	283,224	0	0	For
Empower	0	177,865	0	Against
UNIFIED SERIES TRUST	0	30,407	0	Against
Brighthouse	0	23,191	0	Against
Symmetry Panoramic Trust	0	2,422	6,282	Abstain
Multi-Select Securities Fund for Puerto Rico Residents	0	2,567	0	Against
Tidal Trust III	2,431	0	0	For
Warren Street Wealth Advisors, LLC	293	0	0	For

16. Report on Median Gender/Racial Pay Gaps

DIVERSITY, EQUITY, AND INCLUSION

Meeting held 2024-05-23.

0.7% fund support · no official result

AGAINST 99.3%

The 10 asset managers below cast 0.7% of the shares they voted on this item FOR (223,815 for, 34,342,599 against).

FOR: 223,815 (0.6%)AGAINST: 34,342,599 (99.3%)ABSTAIN: 6,282 (0.0%)

Largest asset managers voting on “Report on Median Gender/Racial Pay Gaps” at CHARLES SCHWAB CORP., 2023-2024
Asset manager	For	Against	Abstain	Vote
BlackRock	22,608	31,943,952	0	Against
MASTER INVESTMENT PORTFOLIO	0	2,342,627	0	Against
Empower	177,865	0	0	For
UNIFIED SERIES TRUST	0	30,407	0	Against
Brighthouse	0	23,191	0	Against
CIDEL ASSET MANAGEMENT INC	18,051	0	0	For
Symmetry Panoramic Trust	0	2,422	6,282	Abstain
Multi-Select Securities Fund for Puerto Rico Residents	2,567	0	0	For
Tidal Trust III	2,431	0	0	For
Warren Street Wealth Advisors, LLC	293	0	0	For

17. Ratify Deloitte & Touche LLP as Auditors

AUDIT-RELATED

Meeting held 2024-05-23.

100% fund support · no official result

FOR 97%

The 7 asset managers below cast 100% of the shares they voted on this item FOR (239,176 for, 0 against).

FOR: 239,176 (97.4%)ABSTAIN: 6,282 (2.6%)

Largest asset managers voting on “Ratify Deloitte & Touche LLP as Auditors” at CHARLES SCHWAB CORP., 2023-2024
Asset manager	For	Abstain	Vote
Empower	177,865	0	For
UNIFIED SERIES TRUST	30,407	0	For
Brighthouse	23,191	0	For
Symmetry Panoramic Trust	2,422	6,282	Abstain
Multi-Select Securities Fund for Puerto Rico Residents	2,567	0	For
Tidal Trust III	2,431	0	For
Warren Street Wealth Advisors, LLC	293	0	For

18. S/H Proposal - Report on Executive Compensation

COMPENSATION

Meeting held 2024-05-23.

Combines 2 wordings of this item as funds reported it.

0.7% fund support · no official result

AGAINST 99.1%

The 5 asset managers below cast 0.7% of the shares they voted on this item FOR (2,000 for, 325,705 against).

FOR: 2,000 (0.6%)AGAINST: 325,705 (99.2%)ABSTAIN: 365 (0.1%)UNKNOWN: 308 (0.1%)

Largest asset managers voting on “S/H Proposal - Report on Executive Compensation” at CHARLES SCHWAB CORP., 2023-2024
Asset manager	For	Against	Abstain	Vote
GRIMES & COMPANY, INC.	0	324,705	0	Against
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC	2,000	0	0	For
FORUM FUNDS II	0	1,000	0	Against
HARBOUR INVESTMENT MANAGEMENT LLC	0	0	365	Abstain
Penobscot Investment Management Company, Inc.	0	0	0	Unknown

19. ADVISORY APPROVAL OF NAMED EXECUTIVE OFFICER COMPENSATION

SECTION 14A SAY-ON-PAY VOTES

Meeting held 2025-05-22 (outside the 2023-2024 season's 1 July to 30 June window; reported in this season's filings).

100% fund support · no official result

FOR 100%

The 4 asset managers below cast 100% of the shares they voted on this item FOR (1,766 for, 0 against).

FOR: 1,766 (100.0%)

Largest asset managers voting on “ADVISORY APPROVAL OF NAMED EXECUTIVE OFFICER COMPENSATION” at CHARLES SCHWAB CORP., 2023-2024
Asset manager	For	Vote
First County Bank /CT/	1,001	For
Argyle Capital Management, LLC	550	For
Foster Victor Wealth Advisors, LLC	115	For
Meixler Investment Management, Ltd.	100	For

20. ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION

SECTION 14A SAY-ON-PAY VOTES

Meeting held 2024-05-23.

Combines 2 wordings of this item as funds reported it.

100% fund support · no official result

FOR 100%

The 3 asset managers below cast 100% of the shares they voted on this item FOR (1,904 for, 0 against).

FOR: 1,904 (100.0%)

Largest asset managers voting on “ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION” at CHARLES SCHWAB CORP., 2023-2024
Asset manager	For	Vote
Tiller Private Wealth, Inc.	1,145	For
NTV ASSET MANAGEMENT LLC	517	For
Parisi Gray Wealth Management	242	For

21. Compensation

COMPENSATION

Meeting held 2024-05-23.

0.1% fund support · no official result

AGAINST 99.9%

The 3 asset managers below cast 0.1% of the shares they voted on this item FOR (395 for, 720,830 against).

FOR: 395 (0.1%)AGAINST: 720,830 (99.9%)

Largest asset managers voting on “Compensation” at CHARLES SCHWAB CORP., 2023-2024
Asset manager	For	Against	Vote
Teewinot Capital Advisers, L.L.C.	0	720,830	Against
Members Trust Co	394	0	For
Capital Group	1	0	For

22. Election of Directors (Majority Voting)

DIRECTOR ELECTIONS

Meeting held 2024-05-23.

All nominees (reported as one line). These filers reported the election of directors as a single line covering every nominee. It is not attributed to any one director, and no share total is shown for it.

Combines 2 wordings of this item as funds reported it.

100% fund support · no official result

FOR 100%

The 3 asset managers below cast 100% of the shares they voted on this item FOR.

FOR: 100.0%

Largest asset managers voting on “Election of Directors (Majority Voting)” at CHARLES SCHWAB CORP., 2023-2024
Asset manager	For	Vote
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC	10,859	For
HARBOUR INVESTMENT MANAGEMENT LLC	1,825	For
FORUM FUNDS II	1,000	For

23. Ratify Appointment of Independent Auditors

DIRECTOR ELECTIONS

Meeting held 2024-05-23.

Combines 2 wordings of this item as funds reported it.

100% fund support · no official result

FOR 100%

The 3 asset managers below cast 100% of the shares they voted on this item FOR (3,365 for, 0 against).

FOR: 3,365 (100.0%)

Largest asset managers voting on “Ratify Appointment of Independent Auditors” at CHARLES SCHWAB CORP., 2023-2024
Asset manager	For	Vote
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC	2,000	For
FORUM FUNDS II	1,000	For
HARBOUR INVESTMENT MANAGEMENT LLC	365	For

24. S/H Proposal - Human Rights Related

DIRECTOR ELECTIONS

Meeting held 2024-05-23.

Combines 2 wordings of this item as funds reported it.

17% fund support · no official result

FOR 16%AGAINST 81%

The 3 asset managers below cast 17% of the shares they voted on this item FOR (2,000 for, 9,859 against).

FOR: 2,000 (16.4%)AGAINST: 9,859 (80.7%)ABSTAIN: 365 (3.0%)

Largest asset managers voting on “S/H Proposal - Human Rights Related” at CHARLES SCHWAB CORP., 2023-2024
Asset manager	For	Against	Abstain	Vote
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC	2,000	8,859	0	Against
FORUM FUNDS II	0	1,000	0	Against
HARBOUR INVESTMENT MANAGEMENT LLC	0	0	365	Abstain

25. S/H Proposal - Report on Pay Disparity

DIRECTOR ELECTIONS

Meeting held 2024-05-23.

Combines 2 wordings of this item as funds reported it.

67% fund support · no official result

FOR 59%AGAINST 30%11%

The 3 asset managers below cast 67% of the shares they voted on this item FOR (2,000 for, 1,000 against).

FOR: 2,000 (59.4%)AGAINST: 1,000 (29.7%)ABSTAIN: 365 (10.8%)

Largest asset managers voting on “S/H Proposal - Report on Pay Disparity” at CHARLES SCHWAB CORP., 2023-2024
Asset manager	For	Against	Abstain	Vote
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC	2,000	0	0	For
FORUM FUNDS II	0	1,000	0	Against
HARBOUR INVESTMENT MANAGEMENT LLC	0	0	365	Abstain

26. Director Elections

SECTION 14A SAY-ON-PAY VOTES

Meeting held 2024-05-23.

Combines 2 wordings of this item as funds reported it.

100% fund support · no official result

FOR 100%

The 2 asset managers below cast 100% of the shares they voted on this item FOR (39,498 for, 0 against).

FOR: 39,498 (100.0%)

Largest asset managers voting on “Director Elections” at CHARLES SCHWAB CORP., 2023-2024
Asset manager	For	Against	Abstain	Withheld	Vote
William Allan Corp	39,104	0	0	0	For
Members Trust Co	394	0	0	0	For

27. Shareholder Proposal Regarding Including Pay Ratio in Executive Compensation

SECTION 14A SAY-ON-PAY VOTES

Meeting held 2024-05-23.

100% fund support · no official result

FOR 100%

The 2 asset managers below cast 100% of the shares they voted on this item FOR (1,074,449 for, 0 against).

FOR: 1,074,449 (100.0%)

Largest asset managers voting on “Shareholder Proposal Regarding Including Pay Ratio in Executive Compensation” at CHARLES SCHWAB CORP., 2023-2024
Asset manager	For	Against	Abstain	Withheld	Vote
Union Investment Privatfonds GmbH	1,056,985	0	0	0	For
Union Investment Institutional GmbH	17,464	0	0	0	For

28. 14A EXECUTIVE COMPENSATION

SECTION 14A SAY-ON-PAY VOTES

Meeting held 2024-05-23.

31% fund support · no official result

FOR 31%AGAINST 69%

The 2 asset managers below cast 31% of the shares they voted on this item FOR (365 for, 800 against).

FOR: 365 (31.3%)AGAINST: 800 (68.7%)

Largest asset managers voting on “14A EXECUTIVE COMPENSATION” at CHARLES SCHWAB CORP., 2023-2024
Asset manager	For	Against	Abstain	Withheld	Vote
NICHOLS & PRATT ADVISERS LLP /MA	0	800	0	0	Against
HARBOUR INVESTMENT MANAGEMENT LLC	365	0	0	0	For

29. Say on pay

SECTION 14A SAY-ON-PAY VOTES

Meeting held 2024-05-23.

100% fund support · no official result

FOR 100%

The 2 asset managers below cast 100% of the shares they voted on this item FOR (183,319 for, 0 against).

FOR: 183,319 (100.0%)

Largest asset managers voting on “Say on pay” at CHARLES SCHWAB CORP., 2023-2024
Asset manager	For	Against	Abstain	Withheld	Vote
Empower	183,319	0	0	0	For
1623 Capital LLC	0	0	0	0	--

Largest CHARLES SCHWAB CORP. shareholders voting in 2023-2024

Ranked by the number of CHARLES SCHWAB CORP. shares each manager voted on the most widely held ballot item of the 2023-2024 meeting, shown as a share of the 1,825,000,000 shares outstanding at the time of that meeting.

Top CHARLES SCHWAB CORP. shareholders by shares voted, 2023-2024
#	Asset manager	% of shares outstanding
1	Dodge & Cox	8.15%
2	Vanguard	6.93%
3	T. Rowe Price	5.52%
4	BlackRock	4.19%
5	Baron Financial Group, LLC	2.27%
6	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	1.81%
7	Fidelity	1.77%
8	GEODE CAPITAL MANAGEMENT, LLC	1.59%
9	State Street	1.55%
10	JPMorgan	1.42%

Reported CHARLES SCHWAB CORP. ownership

Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).

CHARLES SCHWAB CORP. beneficial owners on record for the 2023-2024 proxy season
Holder	% outstanding	Disclosure
The Toronto-Dominion Bank	9.63%	DEF14A
BlackRock	7.25%	13F
The Vanguard Group	6.57%	DEF14A
Charles R. Schwab	5.81%	DEF14A
S.S. OR	4.91%	13G
T. Rowe Price	3.96%	13F
State Street	3.37%	13F
JPMorgan Chase	3.32%	13F
FMR (Fidelity)	1.73%	13F
Geode Capital	1.59%	13F

Percentages above are of 1,825,000,000 shares outstanding, as reported by CHARLES SCHWAB CORP. on its Form 10-Q dated 2024-03-31 (see the filing on EDGAR). This is the count contemporaneous with the 2023-2024 meeting, so the percentages are the ones that were true then, not ones restated against today’s share count.

About this page

Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered investment companies and institutional managers disclose how they voted every proxy, and Form 8-K Item 5.07, in which the company reports its own meeting results. Shares outstanding are taken from CHARLES SCHWAB CORP.’s 10-Q dated 2024-03-31. This page is a static snapshot rebuilt weekly on 04 October 2026; a live search always shows the current data.

At CHARLES SCHWAB CORP.'s shareholder meeting held 2024-05-23, in the 2023-2024 proxy season, 1,283 asset managers reported how they voted in their SEC Form N-PX filings, covering 12,716 separate fund positions. Their filings are grouped here into 29 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. CHARLES SCHWAB CORP.'s own Form 8-K tally for this meeting is published below, but no row in it could be matched to the most widely held item, so this page states no certified outcome for that item. On that item — Advisory Approval of Named Executive Officer Compensation — the reporting funds cast 91% of the shares they voted in favour (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side). That is the aggregate of those managers' own N-PX disclosures, not the company's certified result, and the funds are a subset of all shareholders.

CHARLES SCHWAB CORP. proxy season coverage: 2023-2024 (this page) · 2024-2025 · 2025-2026.