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CHARLES SCHWAB CORP. 2024-2025 Proxy Voting Records

Compiled from SEC Form N-PX filings and CHARLES SCHWAB CORP.’s Form 8-K, filed 2025-05-23 (Item 5.07 on EDGAR). Page generated 04 October 2026.

25Reported items
1,363Asset managers
11,447Fund votes
2025-05-22Meeting date

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

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

Official 2024-2025 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 2025-05-23 (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 2025-05-22
Ballot item	For	Against	Abstain	Withheld	Broker non-votes	Outcome
Elect Director: (a) John K. Adams Jr.	1,372,916,585	123,583,815	1,097,008	--	71,026,692	Majority: yes
Elect Director: (b) Stephen A. Ellis	1,330,678,070	165,823,399	1,095,940	--	71,026,692	Majority: yes
Elect Director: (c) Arun Sarin	1,291,772,746	203,860,457	1,964,206	--	71,026,692	Majority: yes
Elect Director: (d) Charles R. Schwab	1,424,198,356	71,056,124	2,342,928	--	71,026,692	Majority: yes
Elect Director: (e) Paula A. Sneed	1,316,423,016	180,134,830	1,039,562	--	71,026,692	Majority: yes

Source: CHARLES SCHWAB CORP., Form 8-K, filed with the SEC on 2025-05-23 — read the filing on EDGAR.

How asset managers voted at the CHARLES SCHWAB CORP. 2024-2025 meeting

Each item below shows how the 1,363 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 2025-05-22.

Combines 6 wordings of this item as funds reported it.

88% fund support · no official result

FOR 88%12%

The 1,256 asset managers below cast 88% of the shares they voted on this item FOR (1,322,298,651 for, 187,364,403 against).

FOR: 1,322,298,651 (87.5%)AGAINST: 187,364,403 (12.4%)ABSTAIN: 155,846 (0.0%)NOT VOTED: 1,120,935 (0.1%)0: 556 (0.0%)WITHHOLD/ABSTAIN: 16 (0.0%)

Largest asset managers voting on “Advisory approval of named executive officer compensation” at CHARLES SCHWAB CORP., 2024-2025
Asset manager	For	Against	Abstain	Vote
Vanguard	165,905,090	13,467,831	0	For
Dodge & Cox	154,183,003	0	0	For
T. Rowe Price	111,926,122	383,082	0	For
BlackRock	94,020,989	929,240	0	For
Fidelity	85,547,039	3,467,113	0	For
State Street	61,329,660	883,003	0	For
GEODE CAPITAL MANAGEMENT, LLC	36,051,441	0	0	For
Invesco	27,248,102	0	0	For
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	26,262,581	0	0	For
HARRIS ASSOCIATES L P	24,531,043	0	0	For
Putnam	23,372,731	40,580	0	For
Charles Schwab	15,971,498	2,670,130	26,696	For
Fisher Asset Management, LLC	19,080,492	109,160	0	For
Artisan	17,967,748	0	0	For
VIKING GLOBAL INVESTORS LP	17,716,717	0	0	For
AllianceBernstein	0	17,033,200	0	Against
HARRIS ASSOCIATES INVESTMENT TRUST	16,449,541	0	0	For
Northern Trust	14,949,748	459,150	0	For
JPMorgan	133,081	15,177,804	0	Against
Wellington	0	15,109,181	0	Against
PRIMECAP MANAGEMENT CO/CA/	13,180,614	0	0	For
Legal & General Investment Management Ltd	15,291	12,819,599	0	Against
Citadel	12,297,345	0	0	For
GENERATION INVESTMENT MANAGEMENT LLP	0	10,673,422	0	Against
FRANKLIN ADVISERS INC	9,618,560	0	0	For

Showing the 25 largest of 1,256 asset managers. See all 1,256 in the interactive database.

2. Election of directors for three-year terms: John K. Adams, Jr.

DIRECTOR ELECTIONSMajority of the votes cast: yes

Meeting held 2025-05-22.

Combines 13 wordings of this item as funds reported it.

92% Majority: yes · of votes cast

FOR 92%8%

FOR: 1,372,916,585AGAINST: 123,583,815

CHARLES SCHWAB CORP.’s own tally for this item (“Elect Director: (a) John K. Adams Jr.”): 1,372,916,585 for, 123,583,815 against, per its Form 8-K filed 2025-05-23 (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 1,816,970,383 outstanding shares: 76% for, 7% against (82% of the company cast a for/against vote).

The 244 asset managers below cast 93% of the shares they voted on this item FOR (543,201,094 for, 42,082,605 against).

FOR 93%7%

FOR: 543,201,094 (92.8%)AGAINST: 42,082,605 (7.2%)ABSTAIN: 112,340 (0.0%)WITHHOLD/ABSTAIN: 16 (0.0%)

Largest asset managers voting on “Election of directors for three-year terms: John K. Adams, Jr.” at CHARLES SCHWAB CORP., 2024-2025
Asset manager	For	Against	Abstain	Vote
Vanguard	169,013,888	11	0	For
Dodge & Cox	69,121,635	0	0	For
Fidelity	59,054,944	1,013,870	0	For
BlackRock	39,900,799	0	0	For
T. Rowe Price	0	33,675,953	0	Against
State Street	17,730,664	160,400	0	For
HARRIS ASSOCIATES INVESTMENT TRUST	16,449,541	0	0	For
JPMorgan	14,839,384	133,081	0	For
Invesco	12,885,894	0	0	For
Putnam	9,372,900	0	0	For
Charles Schwab	8,478,817	844,923	8,306	For
Columbia Threadneedle	5,672,770	0	0	For
FRANKLIN MANAGED TRUST	5,590,000	0	0	For
MFS	5,483,507	0	0	For
TIAA	5,400,063	0	0	For
Jackson National	2,951,010	1,958,374	0	For
American Century	4,878,227	0	0	For
JANUS INVESTMENT FUND	4,691,994	0	0	For
BARON SELECT FUNDS	4,411,000	0	0	For
Lord Abbett	4,033,544	0	0	For
Dimensional	3,921,006	0	0	For
AMG FUNDS	3,778,000	0	0	For
Principal	3,393,123	349,719	0	For
John Hancock	2,965,525	740,023	0	For
MASTER INVESTMENT PORTFOLIO	2,704,246	0	0	For

Showing the 25 largest of 244 asset managers. See all 244 in the interactive database.

3. Election of directors for three-year terms: Stephen A. Ellis

DIRECTOR ELECTIONSMajority of the votes cast: yes

Meeting held 2025-05-22.

Combines 13 wordings of this item as funds reported it.

89% Majority: yes · of votes cast

FOR 89%11%

FOR: 1,330,678,070AGAINST: 165,823,399

CHARLES SCHWAB CORP.’s own tally for this item (“Elect Director: (b) Stephen A. Ellis”): 1,330,678,070 for, 165,823,399 against, per its Form 8-K filed 2025-05-23 (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 1,816,970,383 outstanding shares: 73% for, 9% against (82% of the company cast a for/against vote).

The 244 asset managers below cast 92% of the shares they voted on this item FOR (537,090,857 for, 48,192,842 against).

FOR 92%8%

FOR: 537,090,857 (91.7%)AGAINST: 48,192,842 (8.2%)ABSTAIN: 112,340 (0.0%)WITHHOLD/ABSTAIN: 16 (0.0%)

Largest asset managers voting on “Election of directors for three-year terms: Stephen A. Ellis” at CHARLES SCHWAB CORP., 2024-2025
Asset manager	For	Against	Abstain	Vote
Vanguard	169,013,884	15	0	For
Dodge & Cox	69,121,635	0	0	For
Fidelity	58,519,621	1,549,193	0	For
BlackRock	39,889,565	11,234	0	For
T. Rowe Price	0	33,675,953	0	Against
State Street	17,730,477	160,587	0	For
HARRIS ASSOCIATES INVESTMENT TRUST	16,449,541	0	0	For
JPMorgan	14,839,384	133,081	0	For
Invesco	12,885,894	0	0	For
Putnam	9,372,900	0	0	For
Charles Schwab	8,173,939	1,149,801	8,306	For
Columbia Threadneedle	5,672,770	0	0	For
FRANKLIN MANAGED TRUST	5,590,000	0	0	For
MFS	5,483,507	0	0	For
TIAA	5,400,063	0	0	For
Jackson National	2,951,010	1,958,374	0	For
American Century	4,878,227	0	0	For
JANUS INVESTMENT FUND	4,691,994	0	0	For
BARON SELECT FUNDS	4,411,000	0	0	For
Lord Abbett	4,033,544	0	0	For
Dimensional	3,921,006	0	0	For
AMG FUNDS	3,778,000	0	0	For
Principal	3,393,123	349,719	0	For
John Hancock	2,965,525	740,023	0	For
MASTER INVESTMENT PORTFOLIO	2,704,246	0	0	For

Showing the 25 largest of 244 asset managers. See all 244 in the interactive database.

4. Election of directors for three-year terms: Arun Sarin

DIRECTOR ELECTIONSMajority of the votes cast: yes

Meeting held 2025-05-22.

Combines 13 wordings of this item as funds reported it.

86% Majority: yes · of votes cast

FOR 86%14%

FOR: 1,291,772,746AGAINST: 203,860,457

CHARLES SCHWAB CORP.’s own tally for this item (“Elect Director: (c) Arun Sarin”): 1,291,772,746 for, 203,860,457 against, per its Form 8-K filed 2025-05-23 (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 1,816,970,383 outstanding shares: 71% for, 11% against (82% of the company cast a for/against vote).

The 244 asset managers below cast 89% of the shares they voted on this item FOR (523,583,391 for, 61,694,171 against).

FOR 89%11%

FOR: 523,583,391 (89.4%)AGAINST: 61,694,171 (10.5%)ABSTAIN: 118,476 (0.0%)WITHHOLD/ABSTAIN: 16 (0.0%)

Largest asset managers voting on “Election of directors for three-year terms: Arun Sarin” at CHARLES SCHWAB CORP., 2024-2025
Asset manager	For	Against	Abstain	Vote
Vanguard	169,013,882	17	0	For
Dodge & Cox	69,121,635	0	0	For
Fidelity	58,519,621	1,549,193	0	For
BlackRock	39,889,565	11,234	0	For
T. Rowe Price	0	33,675,953	0	Against
State Street	17,890,877	187	0	For
HARRIS ASSOCIATES INVESTMENT TRUST	16,449,541	0	0	For
JPMorgan	14,972,465	0	0	For
Invesco	0	12,885,894	0	Against
Putnam	9,372,900	0	0	For
Charles Schwab	7,994,017	1,323,657	14,371	For
Columbia Threadneedle	5,672,770	0	0	For
FRANKLIN MANAGED TRUST	5,590,000	0	0	For
MFS	5,483,507	0	0	For
TIAA	5,400,063	0	0	For
Jackson National	2,792,303	2,117,081	0	For
American Century	4,878,227	0	0	For
JANUS INVESTMENT FUND	4,691,994	0	0	For
BARON SELECT FUNDS	4,411,000	0	0	For
Lord Abbett	4,033,544	0	0	For
Dimensional	3,921,006	0	0	For
AMG FUNDS	3,778,000	0	0	For
Principal	3,393,123	349,719	0	For
John Hancock	2,965,525	740,023	0	For
MASTER INVESTMENT PORTFOLIO	2,704,246	0	0	For

Showing the 25 largest of 244 asset managers. See all 244 in the interactive database.

5. Election of directors for three-year terms: Charles R. Schwab

DIRECTOR ELECTIONSMajority of the votes cast: yes

Meeting held 2025-05-22.

Combines 14 wordings of this item as funds reported it.

95% Majority: yes · of votes cast

FOR 95%

FOR: 1,424,198,356AGAINST: 71,056,124

CHARLES SCHWAB CORP.’s own tally for this item (“Elect Director: (d) Charles R. Schwab”): 1,424,198,356 for, 71,056,124 against, per its Form 8-K filed 2025-05-23 (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 1,816,970,383 outstanding shares: 78% for, 4% against (82% of the company cast a for/against vote).

The 244 asset managers below cast 99.6% of the shares they voted on this item FOR (583,239,058 for, 2,130,572 against).

FOR 99.6%

FOR: 583,239,058 (99.6%)AGAINST: 2,130,572 (0.4%)ABSTAIN: 125,498 (0.0%)WITHHOLD/ABSTAIN: 16 (0.0%)

Largest asset managers voting on “Election of directors for three-year terms: Charles R. Schwab” at CHARLES SCHWAB CORP., 2024-2025
Asset manager	For	Against	Abstain	Vote
Vanguard	168,998,382	15,517	0	For
Dodge & Cox	69,121,635	0	0	For
Fidelity	60,068,814	0	0	For
BlackRock	39,889,565	11,234	0	For
T. Rowe Price	33,675,953	0	0	For
State Street	17,890,877	187	0	For
HARRIS ASSOCIATES INVESTMENT TRUST	16,449,541	0	0	For
JPMorgan	14,972,465	0	0	For
Invesco	12,885,894	0	0	For
Putnam	9,372,900	0	0	For
Charles Schwab	8,832,595	482,280	17,171	For
Columbia Threadneedle	5,672,770	0	0	For
FRANKLIN MANAGED TRUST	5,590,000	0	0	For
MFS	5,483,507	0	0	For
TIAA	5,400,063	0	0	For
Jackson National	4,909,384	0	0	For
American Century	4,878,227	0	0	For
JANUS INVESTMENT FUND	4,691,994	0	0	For
BARON SELECT FUNDS	4,411,000	0	0	For
Lord Abbett	4,033,544	0	0	For
Dimensional	3,710,536	210,470	0	For
AMG FUNDS	3,778,000	0	0	For
Principal	3,742,842	0	0	For
John Hancock	3,683,888	21,660	0	For
MASTER INVESTMENT PORTFOLIO	2,704,246	0	0	For

Showing the 25 largest of 244 asset managers. See all 244 in the interactive database.

6. Election of directors for three-year terms: Paula A. Sneed

DIRECTOR ELECTIONSMajority of the votes cast: yes

Meeting held 2025-05-22.

Combines 13 wordings of this item as funds reported it.

88% Majority: yes · of votes cast

FOR 88%12%

FOR: 1,316,423,016AGAINST: 180,134,830

CHARLES SCHWAB CORP.’s own tally for this item (“Elect Director: (e) Paula A. Sneed”): 1,316,423,016 for, 180,134,830 against, per its Form 8-K filed 2025-05-23 (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 1,816,970,383 outstanding shares: 72% for, 10% against (82% of the company cast a for/against vote).

The 244 asset managers below cast 93% of the shares they voted on this item FOR (541,631,899 for, 43,652,176 against).

FOR 93%7%

FOR: 541,631,899 (92.5%)AGAINST: 43,652,176 (7.5%)ABSTAIN: 111,962 (0.0%)WITHHOLD/ABSTAIN: 16 (0.0%)

Largest asset managers voting on “Election of directors for three-year terms: Paula A. Sneed” at CHARLES SCHWAB CORP., 2024-2025
Asset manager	For	Against	Abstain	Vote
Vanguard	169,013,883	16	0	For
Dodge & Cox	69,121,635	0	0	For
Fidelity	59,054,944	1,013,870	0	For
BlackRock	39,900,799	0	0	For
T. Rowe Price	0	33,675,953	0	Against
State Street	17,890,877	187	0	For
HARRIS ASSOCIATES INVESTMENT TRUST	16,449,541	0	0	For
JPMorgan	14,972,465	0	0	For
Invesco	12,885,894	0	0	For
Putnam	9,372,900	0	0	For
Charles Schwab	8,123,453	1,200,661	7,932	For
Columbia Threadneedle	5,672,770	0	0	For
FRANKLIN MANAGED TRUST	5,590,000	0	0	For
MFS	5,483,507	0	0	For
TIAA	5,400,063	0	0	For
Jackson National	2,951,010	1,958,374	0	For
American Century	4,878,227	0	0	For
JANUS INVESTMENT FUND	4,691,994	0	0	For
BARON SELECT FUNDS	4,411,000	0	0	For
Lord Abbett	4,033,544	0	0	For
Dimensional	3,921,006	0	0	For
AMG FUNDS	3,778,000	0	0	For
Principal	3,393,123	349,719	0	For
John Hancock	2,965,525	740,023	0	For
MASTER INVESTMENT PORTFOLIO	2,704,246	0	0	For

Showing the 25 largest of 244 asset managers. See all 244 in the interactive database.

7. Stockholder proposal requesting declassification of the board of directors

CORPORATE GOVERNANCE

Meeting held 2025-05-22.

Combines 5 wordings of this item as funds reported it.

98% fund support · no official result

FOR 98%

The 238 asset managers below cast 98% of the shares they voted on this item FOR (574,413,689 for, 9,053,888 against).

FOR: 574,413,689 (98.4%)AGAINST: 9,053,888 (1.6%)ABSTAIN: 115,832 (0.0%)WITHHOLD/ABSTAIN: 16 (0.0%)

Largest asset managers voting on “Stockholder proposal requesting declassification of the board of directors” at CHARLES SCHWAB CORP., 2024-2025
Asset manager	For	Against	Abstain	Vote
Vanguard	169,007,795	6,104	0	For
Dodge & Cox	69,121,635	0	0	For
Fidelity	60,068,814	0	0	For
BlackRock	39,900,799	0	0	For
T. Rowe Price	33,675,953	0	0	For
State Street	17,889,668	1,396	0	For
HARRIS ASSOCIATES INVESTMENT TRUST	16,449,541	0	0	For
JPMorgan	14,972,465	0	0	For
Invesco	12,885,894	0	0	For
Putnam	9,372,900	0	0	For
Charles Schwab	7,596,192	1,724,095	11,758	For
Columbia Threadneedle	5,672,770	0	0	For
FRANKLIN MANAGED TRUST	5,590,000	0	0	For
MFS	5,483,507	0	0	For
TIAA	5,400,063	0	0	For
Jackson National	4,909,384	0	0	For
American Century	4,878,227	0	0	For
JANUS INVESTMENT FUND	4,691,994	0	0	For
BARON SELECT FUNDS	4,411,000	0	0	For
Lord Abbett	4,033,544	0	0	For
Dimensional	3,921,006	0	0	For
AMG FUNDS	3,778,000	0	0	For
Principal	3,742,842	0	0	For
John Hancock	3,705,548	0	0	For
MASTER INVESTMENT PORTFOLIO	2,704,246	0	0	For

Showing the 25 largest of 238 asset managers. See all 238 in the interactive database.

8. Ratification of the appointment of Deloitte & Touche LLP as the company's independent registered public accounting firm for 2025

AUDIT-RELATED

Meeting held 2025-05-22.

Combines 6 wordings of this item as funds reported it.

99.7% fund support · no official result

FOR 99.7%

The 236 asset managers below cast 99.7% of the shares they voted on this item FOR (582,165,889 for, 1,300,850 against).

FOR: 582,165,889 (99.8%)AGAINST: 1,300,850 (0.2%)ABSTAIN: 111,904 (0.0%)WITHHOLD/ABSTAIN: 16 (0.0%)

Largest asset managers voting on “Ratification of the appointment of Deloitte & Touche LLP as the company's independent registered public accoun” at CHARLES SCHWAB CORP., 2024-2025
Asset manager	For	Against	Abstain	Vote
Vanguard	168,998,380	15,519	0	For
Dodge & Cox	69,121,635	0	0	For
Fidelity	60,068,814	0	0	For
BlackRock	39,900,799	0	0	For
T. Rowe Price	33,675,953	0	0	For
State Street	17,730,477	160,587	0	For
HARRIS ASSOCIATES INVESTMENT TRUST	16,449,541	0	0	For
JPMorgan	14,839,384	133,081	0	For
Invesco	12,885,894	0	0	For
Putnam	9,372,900	0	0	For
Charles Schwab	8,696,720	631,593	3,733	For
Columbia Threadneedle	5,672,770	0	0	For
FRANKLIN MANAGED TRUST	5,590,000	0	0	For
MFS	5,483,507	0	0	For
TIAA	5,400,063	0	0	For
Jackson National	4,909,384	0	0	For
American Century	4,878,227	0	0	For
JANUS INVESTMENT FUND	4,691,994	0	0	For
BARON SELECT FUNDS	4,411,000	0	0	For
Lord Abbett	4,033,544	0	0	For
Dimensional	3,921,006	0	0	For
AMG FUNDS	3,778,000	0	0	For
Principal	3,742,842	0	0	For
John Hancock	3,705,548	0	0	For
MASTER INVESTMENT PORTFOLIO	2,704,246	0	0	For

Showing the 25 largest of 236 asset managers. See all 236 in the interactive database.

9. Advisory Vote to Ratify Named Executive Officers' Compensation

SECTION 14A SAY-ON-PAY VOTES

Meeting held 2025-05-22.

15% fund support · no official result

FOR 15%AGAINST 84%

The 50 asset managers below cast 15% of the shares they voted on this item FOR (9,500,249 for, 54,257,369 against).

FOR: 9,500,249 (14.8%)AGAINST: 54,257,369 (84.3%)ABSTAIN: 583,292 (0.9%)

Largest asset managers voting on “Advisory Vote to Ratify Named Executive Officers' Compensation” at CHARLES SCHWAB CORP., 2024-2025
Asset manager	For	Against	Abstain	Vote
JPMorgan	0	43,133,881	0	Against
APG Asset Management US Inc.	0	4,168,417	0	Against
Findlay Park Partners LLP	3,403,569	0	0	For
ADAGE CAPITAL PARTNERS GP, L.L.C.	2,566,939	0	0	For
NORDEA INVESTMENT MANAGEMENT AB	0	2,361,110	0	Against
Union Investment Privatfonds GmbH	0	1,764,141	0	Against
Desjardins Global Asset Management Inc.	0	1,025,828	0	Against
OSSIAM	0	905,791	0	Against
STOREBRAND ASSET MANAGEMENT AS	759,761	0	0	For
VALUED ADVISERS TRUST	702,265	0	0	For
Ninety One UK Ltd	667,017	0	0	For
TD ASSET MANAGEMENT INC	0	0	583,292	Abstain
Cardano Risk Management B.V.	0	472,763	0	Against
Regime de rentes du Mouvement Desjardins	0	272,867	0	Against
GuideStone	268,487	0	0	For
Empower	249,604	0	0	For
Wilshire Advisors LLC	165,942	0	0	For
Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma	115,015	0	0	For
Metzler Asset Management GmbH	103,941	0	0	For
Edgemoor Investment Advisors, Inc.	102,188	0	0	For
Hosking Partners LLP	90,141	0	0	For
Vinva Investment Management Ltd	86,836	0	0	For
Erste Asset Management GmbH	69,533	0	0	For
iA Global Asset Management Inc.	49,803	0	0	For
HC CAPITAL TRUST	0	41,953	0	Against

Showing the 25 largest of 50 asset managers. See all 50 in the interactive database.

10. Named Executive Officers' Compensation

SECTION 14A SAY-ON-PAY VOTES

Meeting held 2025-05-22.

94% fund support · no official result

FOR 93%

The 15 asset managers below cast 94% of the shares they voted on this item FOR (745,643 for, 48,372 against).

FOR: 745,643 (92.7%)AGAINST: 48,372 (6.0%)NOT VOTED: 10,758 (1.3%)

Largest asset managers voting on “Named Executive Officers' Compensation” at CHARLES SCHWAB CORP., 2024-2025
Asset manager	For	Against	Vote
Teewinot Capital Advisers, L.L.C.	440,635	0	For
Interval Partners, LP	122,849	0	For
Focus Partners Wealth	52,428	48,372	For
Baker Avenue Asset Management, LP	76,749	0	For
COURIER CAPITAL LLC	36,477	0	For
LEAVELL INVESTMENT MANAGEMENT, INC.	0	0	Not Voted
WESPAC Advisors SoCal, LLC	5,805	0	For
360 Funds	5,500	0	For
VOISARD ASSET MANAGEMENT GROUP, INC.	2,739	0	For
IMA Advisory Services, Inc.	1,150	0	For
Wallington Asset Management, LLC	836	0	For
EAGLE GLOBAL ADVISORS LLC	260	0	For
Blue Fin Capital, Inc.	175	0	For
PEDDOCK CAPITAL ADVISORS, LLC	40	0	For
SCHOLTZ & COMPANY, LLC	0	0	--

11. Declassify the Board of Directors

CORPORATE GOVERNANCE

Meeting held 2025-05-22.

48.4% fund support · no official result

FOR 48.4%AGAINST 51.6%

The 11 asset managers below cast 48.4% of the shares they voted on this item FOR (660,025 for, 702,265 against).

FOR: 660,025 (48.4%)AGAINST: 702,265 (51.6%)

Largest asset managers voting on “Declassify the Board of Directors” at CHARLES SCHWAB CORP., 2024-2025
Asset manager	For	Against	Vote
VALUED ADVISERS TRUST	0	702,265	Against
GuideStone	268,487	0	For
Empower	249,604	0	For
Erste Asset Management GmbH	69,533	0	For
HC CAPITAL TRUST	41,953	0	For
CLEARWATER INVESTMENT TRUST	25,108	0	For
Multi-Select Securities Fund for Puerto Rico Residents	2,344	0	For
Northern Lights Variable Trust	1,636	0	For
NORTHERN LIGHTS FUND TRUST III	1,157	0	For
REDMONT WEALTH ADVISORS LLC	181	0	For
UNIFIED SERIES TRUST	22	0	For

12. Ratify Deloitte & Touche LLP as Auditors

AUDIT-RELATED

Meeting held 2025-05-22.

100% fund support · no official result

FOR 100%

The 10 asset managers below cast 100% of the shares they voted on this item FOR (1,361,133 for, 0 against).

FOR: 1,361,133 (100.0%)

Largest asset managers voting on “Ratify Deloitte & Touche LLP as Auditors” at CHARLES SCHWAB CORP., 2024-2025
Asset manager	For	Vote
VALUED ADVISERS TRUST	702,265	For
GuideStone	268,487	For
Empower	249,604	For
Erste Asset Management GmbH	69,533	For
HC CAPITAL TRUST	41,953	For
CLEARWATER INVESTMENT TRUST	25,108	For
Multi-Select Securities Fund for Puerto Rico Residents	2,344	For
Northern Lights Variable Trust	1,636	For
REDMONT WEALTH ADVISORS LLC	181	For
UNIFIED SERIES TRUST	22	For

13. Advisory Approval of Named Executive Officer Compensation

SECTION 14A SAY-ON-PAY VOTES

Meeting held 2024-05-23 (outside the 2024-2025 season's 1 July to 30 June window; reported in this season's filings).

Combines 2 wordings of this item as funds reported it.

99% fund support · no official result

FOR 99%

The 5 asset managers below cast 99% of the shares they voted on this item FOR (534,742 for, 6,616 against).

FOR: 534,742 (98.8%)AGAINST: 6,616 (1.2%)

Largest asset managers voting on “Advisory Approval of Named Executive Officer Compensation” at CHARLES SCHWAB CORP., 2024-2025
Asset manager	For	Against	Vote
VAUGHAN DAVID INVESTMENTS LLC/IL	511,083	0	For
Americana Partners, LLC	18,974	0	For
COLDSTREAM CAPITAL MANAGEMENT INC	0	6,616	Against
Sky Investment Group LLC	4,685	0	For
Echo45 Advisors LLC	0	0	--

14. ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION

SECTION 14A SAY-ON-PAY VOTES

Meeting held 2025-05-22.

Combines 2 wordings of this item as funds reported it.

40% fund support · no official result

FOR 40%AGAINST 60%

The 4 asset managers below cast 40% of the shares they voted on this item FOR (961 for, 1,449 against).

FOR: 961 (39.9%)AGAINST: 1,449 (60.1%)

Largest asset managers voting on “ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION” at CHARLES SCHWAB CORP., 2024-2025
Asset manager	For	Against	Vote
Garner Asset Management Corp	0	1,449	Against
NTV ASSET MANAGEMENT LLC	718	0	For
Parisi Gray Wealth Management	214	0	For
Cannon Financial Strategists, Inc.	29	0	For

15. Ratify Appointment of Independent Auditors

AUDIT-RELATED

Meeting held 2025-05-22.

Combines 2 wordings of this item as funds reported it.

15% fund support · no official result

FOR 15%AGAINST 85%

The 4 asset managers below cast 15% of the shares they voted on this item FOR (81,285 for, 472,763 against).

FOR: 81,285 (14.7%)AGAINST: 472,763 (85.3%)

Largest asset managers voting on “Ratify Appointment of Independent Auditors” at CHARLES SCHWAB CORP., 2024-2025
Asset manager	For	Against	Vote
Cardano Risk Management B.V.	0	472,763	Against
MARCO INVESTMENT MANAGEMENT LLC	77,389	0	For
VOISARD ASSET MANAGEMENT GROUP, INC.	2,739	0	For
NORTHERN LIGHTS FUND TRUST III	1,157	0	For

16. Election of Directors

DIRECTOR ELECTIONS

Meeting held 2025-05-22.

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 42%FOR ALL 58%

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

FOR: 41.8%FOR ALL: 58.2%

Largest asset managers voting on “Election of Directors” at CHARLES SCHWAB CORP., 2024-2025
Asset manager	For	Vote
Ultimus Managers Trust	0	For All
William Allan Corp	41,125	For
360 Funds	5,500	For

17. Say on Pay

SECTION 14A SAY-ON-PAY VOTES

Meeting held 2025-05-22.

100% fund support · no official result

FOR 100%

The 3 asset managers below cast 100% of the shares they voted on this item FOR (171,549 for, 0 against).

FOR: 171,549 (100.0%)

Largest asset managers voting on “Say on Pay” at CHARLES SCHWAB CORP., 2024-2025
Asset manager	For	Vote
Empower	165,174	For
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV	4,650	For
Ramsay, Stattman, Vela & Price, Inc.	1,725	For

18. SECTION 14A SAY-ON-PAY VOTES

SECTION 14A SAY-ON-PAY VOTES

Meeting held 2025-05-22.

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 (4,447 for, 0 against).

FOR: 4,447 (100.0%)

Largest asset managers voting on “SECTION 14A SAY-ON-PAY VOTES” at CHARLES SCHWAB CORP., 2024-2025
Asset manager	For	Against	Abstain	Withheld	Vote
SWEENEY & MICHEL, LLC	4,447	0	0	0	For
Lido Advisors, LLC	0	0	0	0	--

19. Approval of named Executive Officer Compensation

SECTION 14A SAY-ON-PAY VOTES

Meeting held 2025-05-22.

100% fund support · no official result

FOR 100%

The 2 asset managers below cast 100% of the shares they voted on this item FOR (522,442 for, 0 against).

FOR: 522,442 (100.0%)

Largest asset managers voting on “Approval of named Executive Officer Compensation” at CHARLES SCHWAB CORP., 2024-2025
Asset manager	For	Against	Abstain	Withheld	Vote
Crown Oak Advisors, LLC	457,442	0	0	0	For
Ultimus Managers Trust	65,000	0	0	0	For

20. Advisory approval of the named Executive Officer compensation

COMPENSATION

Meeting held 2025-05-22.

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 (41,260 for, 0 against).

FOR: 41,260 (100.0%)

Largest asset managers voting on “Advisory approval of the named Executive Officer compensation” at CHARLES SCHWAB CORP., 2024-2025
Asset manager	For	Against	Abstain	Withheld	Vote
Cascade Investment Advisors, Inc.	38,760	0	0	0	For
MUNDOVAL FUNDS	2,500	0	0	0	For

21. Declassification of board of directors

CORPORATE GOVERNANCE

Meeting held 2025-05-22.

Combines 2 wordings of this item as funds reported it.

0% fund support · no official result

AGAINST 100%

The 2 asset managers below cast 0% of the shares they voted on this item FOR (0 for, 70,500 against).

AGAINST: 70,500 (100.0%)

Largest asset managers voting on “Declassification of board of directors” at CHARLES SCHWAB CORP., 2024-2025
Asset manager	For	Against	Abstain	Withheld	Vote
Ultimus Managers Trust	0	65,000	0	0	Against
360 Funds	0	5,500	0	0	Against

22. Advisory vote to approve named executive officer compensation.

SECTION 14A SAY-ON-PAY VOTES

Meeting held 2025-05-22.

100% fund support · no official result

FOR 100%

The 2 asset managers below cast 100% of the shares they voted on this item FOR (4,564 for, 0 against).

FOR: 4,564 (100.0%)

Largest asset managers voting on “Advisory vote to approve named executive officer compensation.” at CHARLES SCHWAB CORP., 2024-2025
Asset manager	For	Against	Abstain	Withheld	Vote
ST GERMAIN D J CO INC	3,764	0	0	0	For
Tiller Private Wealth, Inc.	800	0	0	0	For

23. Corporate governance

CORPORATE GOVERNANCE

Meeting held 2025-05-22.

0% fund support · no official result

AGAINST 100%

The 2 asset managers below cast 0% of the shares they voted on this item FOR (0 for, 103,758 against).

AGAINST: 103,758 (100.0%)

Largest asset managers voting on “Corporate governance” at CHARLES SCHWAB CORP., 2024-2025
Asset manager	For	Against	Abstain	Withheld	Vote
Cornerstone Capital, Inc.	0	103,498	0	0	Against
Members Trust Co	0	260	0	0	Against

24. To approve, on an advisory basis, the compensation of our named executive officers.

SECTION 14A SAY-ON-PAY VOTES

Meeting held 2025-05-22.

100% fund support · no official result

FOR 100%

The 2 asset managers below cast 100% of the shares they voted on this item FOR (1,948 for, 0 against).

FOR: 1,948 (100.0%)

Largest asset managers voting on “To approve, on an advisory basis, the compensation of our named executive officers.” at CHARLES SCHWAB CORP., 2024-2025
Asset manager	For	Against	Abstain	Withheld	Vote
Tributary Capital Management, LLC	1,000	0	0	0	For
Keystone Wealth Services, LLC	948	0	0	0	For

Showing the 24 reported items with the widest manager coverage, of 25 in total. View every item.

Largest CHARLES SCHWAB CORP. shareholders voting in 2024-2025

Ranked by the number of CHARLES SCHWAB CORP. shares each manager voted on the most widely held ballot item of the 2024-2025 meeting, shown as a share of the 1,816,970,383 shares outstanding at the time of that meeting.

Top CHARLES SCHWAB CORP. shareholders by shares voted, 2024-2025
#	Asset manager	% of shares outstanding
1	Vanguard	9.87%
2	Dodge & Cox	8.49%
3	T. Rowe Price	6.18%
4	BlackRock	5.23%
5	Fidelity	4.90%
6	State Street	3.42%
7	GEODE CAPITAL MANAGEMENT, LLC	1.98%
8	Invesco	1.50%
9	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	1.45%
10	HARRIS ASSOCIATES L P	1.35%

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 2024-2025 proxy season
Holder	% outstanding	Disclosure
BlackRock	6.76%	13F
The Vanguard Group	6.60%	DEF14A
Charles R. Schwab	5.74%	DEF14A
T. Rowe Price	4.52%	13F
State Street	3.96%	13F
JPMorgan Chase	2.98%	13F
Geode Capital	2.00%	13F
FMR (Fidelity)	1.76%	13F
Franklin Templeton	1.61%	13F
Citadel Advisors	1.40%	13F

Percentages above are of 1,816,970,383 shares outstanding, as reported by CHARLES SCHWAB CORP. on its Form 10-Q dated 2025-04-30 (see the filing on EDGAR). This is the count contemporaneous with the 2024-2025 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 2025-04-30. 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 2025-05-22, in the 2024-2025 proxy season, 1,363 asset managers reported how they voted in their SEC Form N-PX filings, covering 11,447 separate fund positions. Their filings are grouped here into 25 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 88% 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 · 2024-2025 (this page) · 2025-2026.