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The Charles Schwab Corporation 2025-2026 Proxy Voting Records

Compiled from SEC Form N-PX filings and The Charles Schwab Corporation’s Form 8-K, filed 2026-05-22 (Item 5.07 on EDGAR). Page generated 04 October 2026.

24Reported items
1,464Asset managers
11,184Fund votes
2026-05-21Meeting date

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

Explore The Charles Schwab Corporation in the interactive database Compare manager voting policies

Official 2025-2026 meeting results reported by The Charles Schwab Corporation

These tallies are The Charles Schwab Corporation’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed 2026-05-22 (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.

The Charles Schwab Corporation — official shareholder meeting results, meeting held 2026-05-21
Ballot item	For	Against	Abstain	Withheld	Broker non-votes	Outcome
Elect Director: a. Marianne C. Brown	1,408,658,965	29,435,843	682,725	--	84,683,838	Majority: yes
Elect Director: b. Frank C. Herringer	1,212,511,461	225,534,010	732,061	--	84,683,838	Majority: yes
Elect Director: c. Richard A. Wurster	1,423,016,970	15,088,969	671,594	--	84,683,838	Majority: yes
Elect Director: d. Carolyn Schwab-Pomerantz	1,395,829,880	42,294,838	652,815	--	84,683,838	Majority: yes

Source: The Charles Schwab Corporation, Form 8-K, filed with the SEC on 2026-05-22 — read the filing on EDGAR.

How asset managers voted at the The Charles Schwab Corporation 2025-2026 meeting

Each item below shows how the 1,464 asset managers that disclosed a The Charles Schwab Corporation 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 The Charles Schwab Corporation’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 2026-05-21.

Combines 5 wordings of this item as funds reported it.

95% fund support · no official result

FOR 94%

The 1,359 asset managers below cast 95% of the shares they voted on this item FOR (1,307,822,458 for, 75,190,378 against).

FOR: 1,307,822,458 (94.5%)AGAINST: 75,190,378 (5.4%)ABSTAIN: 168,983 (0.0%)NOT VOTED: 969,944 (0.1%)UNKNOWN: 2,675 (0.0%)SPLIT: 90 (0.0%)

Largest asset managers voting on “Advisory approval of named executive officer compensation” at The Charles Schwab Corporation, 2025-2026
Asset manager	For	Against	Abstain	Vote
Vanguard	177,877,376	978	17	For
Dodge & Cox	129,666,753	0	0	For
BlackRock	109,880,314	2,470,462	0	For
Fidelity	94,355,794	738,026	0	For
T. Rowe Price	75,000,294	384,747	0	For
GEODE CAPITAL MANAGEMENT, LLC	38,548,816	0	0	For
JPMorgan	33,691,825	0	0	For
Invesco	31,839,261	14	0	For
Putnam	29,459,414	0	0	For
PRIMECAP MANAGEMENT CO/CA/	23,369,261	0	0	For
HARRIS ASSOCIATES L P	20,349,198	0	0	For
Fisher Asset Management, LLC	20,093,302	180,389	0	For
Charles Schwab	17,999,428	1,134,783	20,274	For
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	18,127,011	0	0	For
Artisan	15,959,418	0	0	For
VIKING GLOBAL INVESTORS LP	15,447,165	0	0	For
Northern Trust	13,986,486	563,474	0	For
AllianceBernstein	13,502,460	0	0	For
HARRIS ASSOCIATES INVESTMENT TRUST	10,504,541	0	0	For
FLOSSBACH VON STORCH SE	9,130,411	0	0	For
FRANKLIN ADVISERS INC	8,983,665	0	0	For
BROWN ADVISORY INC	8,628,302	240,152	0	For
Baird	8,824,279	0	0	For
UBS	0	8,192,132	0	Against
Goldman Sachs	7,889,981	629	0	For

Showing the 25 largest of 1,359 asset managers. See all 1,359 in the interactive database.

2. Election of directors for three-year terms: Marianne C. Brown

DIRECTOR ELECTIONSMajority of the votes cast: yes

Meeting held 2026-05-21.

Combines 11 wordings of this item as funds reported it.

98% Majority: yes · of votes cast

FOR 98%

FOR: 1,408,658,965AGAINST: 29,435,843

The Charles Schwab Corporation’s own tally for this item (“Elect Director: a. Marianne C. Brown”): 1,408,658,965 for, 29,435,843 against, per its Form 8-K filed 2026-05-22 (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, 2% against (79% of the company cast a for/against vote).

The 257 asset managers below cast 99.8% of the shares they voted on this item FOR (548,040,289 for, 1,051,332 against).

FOR 99.7%

FOR: 548,040,289 (99.8%)AGAINST: 1,051,332 (0.2%)ABSTAIN: 147,404 (0.0%)NOT VOTED: 1,401 (0.0%)

Largest asset managers voting on “Election of directors for three-year terms: Marianne C. Brown” at The Charles Schwab Corporation, 2025-2026
Asset manager	For	Against	Abstain	Vote
Vanguard	160,933,324	284	8	For
Fidelity	62,861,879	0	0	For
Dodge & Cox	58,111,335	0	0	For
BlackRock	44,867,860	0	0	For
JPMorgan	31,674,523	0	0	For
T. Rowe Price	22,010,236	0	0	For
Invesco	14,006,983	0	0	For
Putnam	11,369,316	0	0	For
HARRIS ASSOCIATES INVESTMENT TRUST	10,504,541	0	0	For
Charles Schwab	9,406,441	164,657	4,781	For
TIAA	5,632,868	0	0	For
FRANKLIN MANAGED TRUST	5,185,000	0	0	For
BARON SELECT FUNDS	4,860,500	0	0	For
Columbia Threadneedle	4,648,717	0	0	For
MFS	4,590,979	0	0	For
Capital Group	3,739,472	0	0	For
Jackson National	3,446,486	0	0	For
First Trust	3,383,850	0	0	For
AMG FUNDS	3,352,951	0	0	For
John Hancock	3,245,749	0	0	For
Lord Abbett	3,221,294	0	0	For
Bridge Builder Trust	2,055,208	709,660	0	For
MASTER INVESTMENT PORTFOLIO	2,582,741	0	0	For
BNY Mellon	2,479,662	0	0	For
Dimensional	2,313,603	0	0	For

Showing the 25 largest of 257 asset managers. See all 257 in the interactive database.

3. Election of directors for three-year terms: Frank C. Herringer

DIRECTOR ELECTIONSMajority of the votes cast: yes

Meeting held 2026-05-21.

Combines 12 wordings of this item as funds reported it.

84% Majority: yes · of votes cast

FOR 84%AGAINST 16%

FOR: 1,212,511,461AGAINST: 225,534,010

The Charles Schwab Corporation’s own tally for this item (“Elect Director: b. Frank C. Herringer”): 1,212,511,461 for, 225,534,010 against, per its Form 8-K filed 2026-05-22 (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: 67% for, 12% against (79% of the company cast a for/against vote).

The 257 asset managers below cast 91% of the shares they voted on this item FOR (498,628,923 for, 50,514,819 against).

FOR 91%9%

FOR: 498,628,923 (90.8%)AGAINST: 50,514,819 (9.2%)ABSTAIN: 147,691 (0.0%)NOT VOTED: 1,401 (0.0%)

Largest asset managers voting on “Election of directors for three-year terms: Frank C. Herringer” at The Charles Schwab Corporation, 2025-2026
Asset manager	For	Against	Abstain	Vote
Vanguard	139,353,482	21,580,125	8	For
Fidelity	62,294,267	567,612	0	For
Dodge & Cox	58,111,335	0	0	For
BlackRock	44,857,621	10,239	0	For
JPMorgan	31,468,578	205,945	0	For
T. Rowe Price	22,010,236	0	0	For
Invesco	14,006,983	0	0	For
Putnam	11,369,316	0	0	For
HARRIS ASSOCIATES INVESTMENT TRUST	10,504,541	0	0	For
Charles Schwab	8,090,854	1,479,957	5,068	For
TIAA	5,632,868	0	0	For
FRANKLIN MANAGED TRUST	5,185,000	0	0	For
BARON SELECT FUNDS	4,860,500	0	0	For
Columbia Threadneedle	0	4,648,717	0	Against
MFS	0	4,590,979	0	Against
Capital Group	3,739,472	0	0	For
Jackson National	2,372,150	1,074,336	0	For
First Trust	3,383,850	0	0	For
AMG FUNDS	3,352,951	0	0	For
John Hancock	3,245,749	0	0	For
Lord Abbett	3,221,294	0	0	For
Bridge Builder Trust	2,584,221	180,647	0	For
MASTER INVESTMENT PORTFOLIO	2,582,741	0	0	For
BNY Mellon	2,132,776	346,886	0	For
Dimensional	2,313,603	0	0	For

Showing the 25 largest of 257 asset managers. See all 257 in the interactive database.

4. Election of directors for three-year terms: Richard A. Wurster

DIRECTOR ELECTIONSMajority of the votes cast: yes

Meeting held 2026-05-21.

Combines 12 wordings of this item as funds reported it.

99% Majority: yes · of votes cast

FOR 99%

FOR: 1,423,016,970AGAINST: 15,088,969

The Charles Schwab Corporation’s own tally for this item (“Elect Director: c. Richard A. Wurster”): 1,423,016,970 for, 15,088,969 against, per its Form 8-K filed 2026-05-22 (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, 0.9% against (79% of the company cast a for/against vote).

The 257 asset managers below cast 99.9% of the shares they voted on this item FOR (548,893,185 for, 198,531 against).

FOR 99.9%

FOR: 548,893,185 (99.9%)AGAINST: 198,531 (0.0%)ABSTAIN: 147,308 (0.0%)NOT VOTED: 1,401 (0.0%)

Largest asset managers voting on “Election of directors for three-year terms: Richard A. Wurster” at The Charles Schwab Corporation, 2025-2026
Asset manager	For	Against	Abstain	Vote
Vanguard	160,933,442	166	8	For
Fidelity	62,861,879	0	0	For
Dodge & Cox	58,111,335	0	0	For
BlackRock	44,867,860	0	0	For
JPMorgan	31,674,523	0	0	For
T. Rowe Price	22,010,236	0	0	For
Invesco	14,006,983	0	0	For
Putnam	11,369,316	0	0	For
HARRIS ASSOCIATES INVESTMENT TRUST	10,504,541	0	0	For
Charles Schwab	9,474,139	97,054	4,685	For
TIAA	5,632,868	0	0	For
FRANKLIN MANAGED TRUST	5,185,000	0	0	For
BARON SELECT FUNDS	4,860,500	0	0	For
Columbia Threadneedle	4,648,717	0	0	For
MFS	4,590,979	0	0	For
Capital Group	3,739,472	0	0	For
Jackson National	3,446,486	0	0	For
First Trust	3,383,850	0	0	For
AMG FUNDS	3,352,951	0	0	For
John Hancock	3,245,749	0	0	For
Lord Abbett	3,221,294	0	0	For
Bridge Builder Trust	2,764,868	0	0	For
MASTER INVESTMENT PORTFOLIO	2,582,741	0	0	For
BNY Mellon	2,479,662	0	0	For
Dimensional	2,313,603	0	0	For

Showing the 25 largest of 257 asset managers. See all 257 in the interactive database.

5. Election of directors for three-year terms: Carolyn Schwab- Pomerantz

DIRECTOR ELECTIONSMajority of the votes cast: yes

Meeting held 2026-05-21.

Combines 12 wordings of this item as funds reported it.

97% Majority: yes · of votes cast

FOR 97%

FOR: 1,395,829,880AGAINST: 42,294,838

The Charles Schwab Corporation’s own tally for this item (“Elect Director: d. Carolyn Schwab-Pomerantz”): 1,395,829,880 for, 42,294,838 against, per its Form 8-K filed 2026-05-22 (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: 77% for, 2% against (79% of the company cast a for/against vote).

The 257 asset managers below cast 99.9% of the shares they voted on this item FOR (548,647,514 for, 444,298 against).

FOR 99.8%

FOR: 548,647,514 (99.9%)AGAINST: 444,298 (0.1%)ABSTAIN: 147,213 (0.0%)NOT VOTED: 1,401 (0.0%)

Largest asset managers voting on “Election of directors for three-year terms: Carolyn Schwab- Pomerantz” at The Charles Schwab Corporation, 2025-2026
Asset manager	For	Against	Abstain	Vote
Vanguard	160,933,145	463	8	For
Fidelity	62,861,879	0	0	For
Dodge & Cox	58,111,335	0	0	For
BlackRock	44,867,860	0	0	For
JPMorgan	31,674,523	0	0	For
T. Rowe Price	22,010,236	0	0	For
Invesco	14,006,983	0	0	For
Putnam	11,369,316	0	0	For
HARRIS ASSOCIATES INVESTMENT TRUST	10,504,541	0	0	For
Charles Schwab	9,303,172	268,117	4,590	For
TIAA	5,632,868	0	0	For
FRANKLIN MANAGED TRUST	5,185,000	0	0	For
BARON SELECT FUNDS	4,860,500	0	0	For
Columbia Threadneedle	4,648,717	0	0	For
MFS	4,590,979	0	0	For
Capital Group	3,739,472	0	0	For
Jackson National	3,446,486	0	0	For
First Trust	3,383,850	0	0	For
AMG FUNDS	3,352,951	0	0	For
John Hancock	3,245,749	0	0	For
Lord Abbett	3,221,294	0	0	For
Bridge Builder Trust	2,764,868	0	0	For
MASTER INVESTMENT PORTFOLIO	2,582,741	0	0	For
BNY Mellon	2,479,662	0	0	For
Dimensional	2,313,603	0	0	For

Showing the 25 largest of 257 asset managers. See all 257 in the interactive database.

6. Approval of Amendments to the Certificate of Incorporation and Bylaws to declassify the Board of Directors

CORPORATE GOVERNANCE

Meeting held 2026-05-21.

Combines 3 wordings of this item as funds reported it.

99.8% fund support · no official result

FOR 99.8%

The 254 asset managers below cast 99.8% of the shares they voted on this item FOR (545,995,807 for, 800,087 against).

FOR: 545,995,807 (99.9%)AGAINST: 800,087 (0.1%)ABSTAIN: 7,088 (0.0%)NOT VOTED: 1,401 (0.0%)

Largest asset managers voting on “Approval of Amendments to the Certificate of Incorporation and Bylaws to declassify the Board of Directors” at The Charles Schwab Corporation, 2025-2026
Asset manager	For	Against	Abstain	Vote
Vanguard	160,932,227	1,377	12	For
Fidelity	62,861,879	0	0	For
Dodge & Cox	58,111,335	0	0	For
BlackRock	44,867,860	0	0	For
JPMorgan	31,674,523	0	0	For
T. Rowe Price	22,010,236	0	0	For
Invesco	14,006,983	0	0	For
Putnam	11,369,316	0	0	For
HARRIS ASSOCIATES INVESTMENT TRUST	10,504,541	0	0	For
Charles Schwab	8,770,093	798,710	7,076	For
TIAA	5,632,868	0	0	For
FRANKLIN MANAGED TRUST	5,185,000	0	0	For
BARON SELECT FUNDS	4,860,500	0	0	For
Columbia Threadneedle	4,648,717	0	0	For
MFS	4,590,979	0	0	For
Capital Group	3,739,472	0	0	For
Jackson National	3,446,486	0	0	For
First Trust	3,383,850	0	0	For
AMG FUNDS	3,352,951	0	0	For
John Hancock	3,245,749	0	0	For
Lord Abbett	3,221,294	0	0	For
Bridge Builder Trust	2,764,868	0	0	For
MASTER INVESTMENT PORTFOLIO	2,582,741	0	0	For
BNY Mellon	2,479,662	0	0	For
Dimensional	2,313,603	0	0	For

Showing the 25 largest of 254 asset managers. See all 254 in the interactive database.

7. Ratification of the appointment of Deloitte & Touche LLP as the company's independent registered public accounting firm for 2026

AUDIT-RELATED

Meeting held 2026-05-21.

Combines 3 wordings of this item as funds reported it.

99.1% fund support · no official result

FOR 99.1%

The 253 asset managers below cast 99.1% of the shares they voted on this item FOR (542,055,358 for, 4,584,935 against).

FOR: 542,055,358 (99.1%)AGAINST: 4,584,935 (0.8%)ABSTAIN: 146,733 (0.0%)NOT VOTED: 1,401 (0.0%)

Largest asset managers voting on “Ratification of the appointment of Deloitte & Touche LLP as the company's independent registered public accoun” at The Charles Schwab Corporation, 2025-2026
Asset manager	For	Against	Abstain	Vote
Vanguard	160,805,888	127,721	6	For
Fidelity	62,861,879	0	0	For
Dodge & Cox	58,111,335	0	0	For
BlackRock	44,862,143	5,717	0	For
JPMorgan	31,468,578	205,945	0	For
T. Rowe Price	22,010,236	0	0	For
Invesco	14,006,983	0	0	For
Putnam	11,369,316	0	0	For
HARRIS ASSOCIATES INVESTMENT TRUST	10,504,541	0	0	For
Charles Schwab	8,982,847	588,920	4,112	For
TIAA	5,632,868	0	0	For
FRANKLIN MANAGED TRUST	5,185,000	0	0	For
BARON SELECT FUNDS	4,860,500	0	0	For
Columbia Threadneedle	4,648,717	0	0	For
MFS	4,590,979	0	0	For
Capital Group	3,739,472	0	0	For
Jackson National	2,690,161	756,325	0	For
First Trust	3,383,850	0	0	For
AMG FUNDS	3,352,951	0	0	For
John Hancock	3,245,749	0	0	For
Lord Abbett	3,221,294	0	0	For
Bridge Builder Trust	2,764,868	0	0	For
MASTER INVESTMENT PORTFOLIO	2,582,741	0	0	For
BNY Mellon	346,886	2,132,776	0	Against
Dimensional	2,313,603	0	0	For

Showing the 25 largest of 253 asset managers. See all 253 in the interactive database.

8. Advisory Vote to Ratify Named Executive Officers' Compensation

SECTION 14A SAY-ON-PAY VOTES

Meeting held 2026-05-21.

44% fund support · no official result

FOR 44%AGAINST 56%

The 49 asset managers below cast 44% of the shares they voted on this item FOR (6,228,370 for, 7,812,283 against).

FOR: 6,228,370 (44.3%)AGAINST: 7,812,283 (55.5%)NOT VOTED: 27,281 (0.2%)UNKNOWN: 4,170 (0.0%)

Largest asset managers voting on “Advisory Vote to Ratify Named Executive Officers' Compensation” at The Charles Schwab Corporation, 2025-2026
Asset manager	For	Against	Vote
APG Asset Management US Inc.	0	4,018,803	Against
NORDEA INVESTMENT MANAGEMENT AB	0	2,925,242	Against
Findlay Park Partners LLP	1,116,769	0	For
STOREBRAND ASSET MANAGEMENT AS	985,690	0	For
Cardano Risk Management B.V.	0	711,285	Against
JPMorgan	555,847	0	For
VALUED ADVISERS TRUST	510,002	13,000	For
Advisors' Inner Circle Fund III	478,991	0	For
Empower	413,886	0	For
Ninety One UK Ltd	322,587	0	For
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	293,532	0	For
Wilshire Advisors LLC	270,286	0	For
Lincoln Financial	166,853	0	For
Metzler Asset Management GmbH	136,603	0	For
Hanson & Doremus Investment Management	120,106	0	For
Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma	113,530	0	For
Edgemoor Investment Advisors, Inc.	112,773	0	For
Vinva Investment Management Ltd	106,641	0	For
Swiss Life Asset Management Ltd	0	103,280	Against
Formuepleje A/S	78,420	0	For
Westbourne Investment Advisors, Inc.	75,422	0	For
Hosking Partners LLP	57,765	0	For
Erste Asset Management GmbH	53,504	0	For
Osmosis Investment Management UK Ltd	52,164	0	For
Ninety One SA (PTY) Ltd	35,362	0	For

Showing the 25 largest of 49 asset managers. See all 49 in the interactive database.

9. 14A Executive Compensation

SECTION 14A SAY-ON-PAY VOTES

Meeting held 2026-05-21.

84% fund support · no official result

FOR 82%AGAINST 16%

The 20 asset managers below cast 84% of the shares they voted on this item FOR (270,895 for, 53,324 against).

FOR: 270,895 (81.6%)AGAINST: 53,324 (16.1%)ABSTAIN: 7,776 (2.3%)

Largest asset managers voting on “14A Executive Compensation” at The Charles Schwab Corporation, 2025-2026
Asset manager	For	Against	Abstain	Vote
Interval Partners, LP	75,962	0	0	For
Baker Avenue Asset Management, LP	75,314	0	0	For
PRENTISS SMITH & CO INC	0	53,224	0	Against
COURIER CAPITAL LLC	33,943	0	0	For
K.J. Harrison & Partners Inc	22,743	0	0	For
Ategra Capital Management, LLC	16,229	0	0	For
TEALWOOD ASSET MANAGEMENT INC	14,587	0	0	For
NORTHERN LIGHTS FUND TRUST II	10,696	0	0	For
Elevation Series Trust	9,727	0	0	For
LEAVELL INVESTMENT MANAGEMENT, INC.	0	0	7,776	Abstain
WESPAC Advisors SoCal, LLC	5,805	0	0	For
Blue Edge Capital, LLC	2,448	0	0	For
Cove Private Wealth, LLC	2,030	0	0	For
REXFORD CAPITAL INC	897	0	0	For
EAGLE GLOBAL ADVISORS LLC	260	0	0	For
PEDDOCK CAPITAL ADVISORS, LLC	136	0	0	For
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV	0	100	0	Against
Rockport Wealth LLC	89	0	0	For
McGowan Group Asset Management, Inc.	29	0	0	For
Bramshill Investments, LLC	0	0	0	--

10. Declassify the Board of Directors

CORPORATE GOVERNANCE

Meeting held 2026-05-21.

100% fund support · no official result

FOR 100%

The 8 asset managers below cast 100% of the shares they voted on this item FOR (1,673,079 for, 0 against).

FOR: 1,673,079 (100.0%)

Largest asset managers voting on “Declassify the Board of Directors” at The Charles Schwab Corporation, 2025-2026
Asset manager	For	Vote
VALUED ADVISERS TRUST	523,002	For
Advisors' Inner Circle Fund III	478,991	For
Empower	413,886	For
Lincoln Financial	166,853	For
Erste Asset Management GmbH	53,504	For
CLEARWATER INVESTMENT TRUST	25,298	For
NORTHERN LIGHTS FUND TRUST II	9,300	For
Multi-Select Securities Fund for Puerto Rico Residents	2,245	For

11. Ratify Deloitte & Touche LLP as Auditors

AUDIT-RELATED

Meeting held 2026-05-21.

99.2% fund support · no official result

FOR 99.2%

The 8 asset managers below cast 99.2% of the shares they voted on this item FOR (1,660,079 for, 13,000 against).

FOR: 1,660,079 (99.2%)AGAINST: 13,000 (0.8%)

Largest asset managers voting on “Ratify Deloitte & Touche LLP as Auditors” at The Charles Schwab Corporation, 2025-2026
Asset manager	For	Against	Vote
VALUED ADVISERS TRUST	510,002	13,000	For
Advisors' Inner Circle Fund III	478,991	0	For
Empower	413,886	0	For
Lincoln Financial	166,853	0	For
Erste Asset Management GmbH	53,504	0	For
CLEARWATER INVESTMENT TRUST	25,298	0	For
NORTHERN LIGHTS FUND TRUST II	9,300	0	For
Multi-Select Securities Fund for Puerto Rico Residents	2,245	0	For

12. Ratify Appointment of Independent Auditors

AUDIT-RELATED

Meeting held 2026-05-21.

Combines 2 wordings of this item as funds reported it.

16% fund support · no official result

FOR 16%AGAINST 84%

The 7 asset managers below cast 16% of the shares they voted on this item FOR (139,128 for, 711,285 against).

FOR: 139,128 (16.4%)AGAINST: 711,285 (83.6%)

Largest asset managers voting on “Ratify Appointment of Independent Auditors” at The Charles Schwab Corporation, 2025-2026
Asset manager	For	Against	Vote
Cardano Risk Management B.V.	0	711,285	Against
MARCO INVESTMENT MANAGEMENT LLC	76,689	0	For
AMERICAN BEACON FUNDS	27,400	0	For
TEALWOOD ASSET MANAGEMENT INC	14,587	0	For
NORTHERN LIGHTS FUND TRUST II	10,696	0	For
Elevation Series Trust	9,727	0	For
McGowan Group Asset Management, Inc.	29	0	For

13. Advisory Approval of Named Executive Officer Compensation

SECTION 14A SAY-ON-PAY VOTES

Meeting held 2025-05-22 (outside the 2025-2026 season's 1 July to 30 June window; reported in this season's filings).

98% fund support · no official result

FOR 98%

The 7 asset managers below cast 98% of the shares they voted on this item FOR (151,984 for, 3,500 against).

FOR: 151,984 (97.7%)AGAINST: 3,500 (2.3%)

Largest asset managers voting on “Advisory Approval of Named Executive Officer Compensation” at The Charles Schwab Corporation, 2025-2026
Asset manager	For	Against	Vote
Investment Management Corp of Ontario	104,253	0	For
GLENMEDE FUND INC	31,221	0	For
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	9,256	0	For
Hodges Capital Management Inc.	5,781	0	For
PENSIOENFONDS RAIL & OV	0	3,500	Against
Agate Pass Investment Management, LLC	1,380	0	For
FIRST UNITED BANK & TRUST	93	0	For

14. Declassify Board

CORPORATE GOVERNANCE

Meeting held 2026-05-21.

100% fund support · no official result

FOR 100%

The 5 asset managers below cast 100% of the shares they voted on this item FOR (35,128 for, 0 against).

FOR: 35,128 (100.0%)

Largest asset managers voting on “Declassify Board” at The Charles Schwab Corporation, 2025-2026
Asset manager	For	Vote
TEALWOOD ASSET MANAGEMENT INC	14,587	For
NORTHERN LIGHTS FUND TRUST II	10,696	For
Elevation Series Trust	9,727	For
Rockport Wealth LLC	89	For
McGowan Group Asset Management, Inc.	29	For

15. Election of Directors (Majority Voting)

DIRECTOR ELECTIONS

Meeting held 2026-05-21.

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.

100% fund support · no official result

FOR 100%

The 4 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 The Charles Schwab Corporation, 2025-2026
Asset manager	For	Vote
TEALWOOD ASSET MANAGEMENT INC	14,587	For
NORTHERN LIGHTS FUND TRUST II	10,696	For
Elevation Series Trust	9,727	For
McGowan Group Asset Management, Inc.	29	For

16. Advisory vote to approve executive compensation

SECTION 14A SAY-ON-PAY VOTES

Meeting held 2026-05-21.

Combines 3 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 (2,192 for, 0 against).

FOR: 2,192 (100.0%)

Largest asset managers voting on “Advisory vote to approve executive compensation” at The Charles Schwab Corporation, 2025-2026
Asset manager	For	Vote
NTV ASSET MANAGEMENT LLC	1,234	For
Tiller Private Wealth, Inc.	845	For
Constant Guidance Financial LLC	113	For

17. Election of Directors

DIRECTOR ELECTIONS

Meeting held 2026-05-21.

Combines 2 wordings of this item as funds reported it.

100% fund support · no official result

FOR 40%FOR ALL 60%

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

FOR: 40.1%FOR ALL: 59.9%

Largest asset managers voting on “Election of Directors” at The Charles Schwab Corporation, 2025-2026
Asset manager	For	Vote
Ultimus Managers Trust	0	For All
William Allan Corp	43,419	For
Rockport Wealth LLC	89	For

18. To Approve, By An Advisory Vote, The Compensation Of The Company's Named Executives

SECTION 14A SAY-ON-PAY VOTES

Meeting held 2026-05-21.

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 (6,147 for, 0 against).

FOR: 6,147 (100.0%)

Largest asset managers voting on “To Approve, By An Advisory Vote, The Compensation Of The Company's Named Executives” at The Charles Schwab Corporation, 2025-2026
Asset manager	For	Vote
Modern Wealth Management, LLC	2,462	For
Tandem Financial, LLC	2,462	For
Dash Acquisitions Inc.	1,223	For

19. Vote FOR the approval, on an advisory basis, of compensation of named executive officers.

SECTION 14A SAY-ON-PAY VOTES

Meeting held 2026-05-21.

Combines 3 wordings of this item as funds reported it.

100% fund support · no official result

NOT VOTED 99.7%

The 3 asset managers below cast 100% of the shares they voted on this item FOR (564 for, 0 against).

FOR: 564 (0.3%)NOT VOTED: 214,846 (99.7%)

Largest asset managers voting on “Vote FOR the approval, on an advisory basis, of compensation of named executive officers.” at The Charles Schwab Corporation, 2025-2026
Asset manager	For	Vote
National Philanthropic Trust	0	Not Voted
Keystone Wealth Services, LLC	456	For
Fiera Capital Corp	108	For

20. Approval of named Executive Officer Compensation

SECTION 14A SAY-ON-PAY VOTES

Meeting held 2026-05-21.

100% fund support · no official result

FOR 100%

The 3 asset managers below cast 100% of the shares they voted on this item FOR (515,519 for, 0 against).

FOR: 515,519 (100.0%)

Largest asset managers voting on “Approval of named Executive Officer Compensation” at The Charles Schwab Corporation, 2025-2026
Asset manager	For	Vote
Crown Oak Advisors, LLC	449,669	For
Ultimus Managers Trust	65,000	For
Roble, Belko & Company, Inc	850	For

21. Advisory vote to approve named executive officer compensation

SECTION 14A SAY-ON-PAY VOTES

Meeting held 2026-05-21.

100% fund support · no official result

ABSTAIN 99.0%

The 3 asset managers below cast 100% of the shares they voted on this item FOR (1,599 for, 0 against).

FOR: 1,599 (0.9%)ABSTAIN: 168,374 (99.1%)

Largest asset managers voting on “Advisory vote to approve named executive officer compensation” at The Charles Schwab Corporation, 2025-2026
Asset manager	For	Abstain	Vote
LATHROP INVESTMENT MANAGEMENT CO	0	168,374	Abstain
First Long Island Investors, LLC	1,391	0	For
Cannon Financial Strategists, Inc.	208	0	For

22. Say on Pay

SECTION 14A SAY-ON-PAY VOTES

Meeting held 2026-05-21.

100% fund support · no official result

FOR 100%

The 3 asset managers below cast 100% of the shares they voted on this item FOR (179,395 for, 0 against).

FOR: 179,395 (100.0%)

Largest asset managers voting on “Say on Pay” at The Charles Schwab Corporation, 2025-2026
Asset manager	For	Vote
Empower	162,745	For
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV	10,650	For
Arista Wealth Management, LLC	6,000	For

23. Advisory approval of named executive officer compensation

SECTION 14A SAY-ON-PAY VOTES

Reported under meeting date 2026-03-23; no official results on file for that date.

0.2% fund support · no official result

AGAINST 99.8%

The 2 asset managers below cast 0.2% of the shares they voted on this item FOR (1,362 for, 976,485 against).

FOR: 1,362 (0.1%)AGAINST: 976,485 (99.9%)

Largest asset managers voting on “Advisory approval of named executive officer compensation” at The Charles Schwab Corporation, 2025-2026
Asset manager	For	Against	Abstain	Withheld	Vote
SCHRODER INVESTMENT MANAGEMENT GROUP	0	976,485	0	0	Against
Robertson Stephens Wealth Management, LLC	1,362	0	0	0	For

24. Repeal of Classified Board

CORPORATE GOVERNANCE

Meeting held 2026-05-21.

100% fund support · no official result

FOR 100%

The 2 asset managers below cast 100% of the shares they voted on this item FOR (738,685 for, 0 against).

FOR: 738,685 (100.0%)

Largest asset managers voting on “Repeal of Classified Board” at The Charles Schwab Corporation, 2025-2026
Asset manager	For	Against	Abstain	Withheld	Vote
Cardano Risk Management B.V.	711,285	0	0	0	For
AMERICAN BEACON FUNDS	27,400	0	0	0	For

Largest The Charles Schwab Corporation shareholders voting in 2025-2026

Ranked by the number of The Charles Schwab Corporation shares each manager voted on the most widely held ballot item of the 2025-2026 meeting, shown as a share of the 1,816,970,383 shares outstanding at the time of that meeting.

Top The Charles Schwab Corporation shareholders by shares voted, 2025-2026
#	Asset manager	% of shares outstanding
1	Vanguard	9.79%
2	Dodge & Cox	7.14%
3	BlackRock	6.18%
4	Fidelity	5.23%
5	T. Rowe Price	4.15%
6	GEODE CAPITAL MANAGEMENT, LLC	2.12%
7	JPMorgan	1.85%
8	Invesco	1.75%
9	Putnam	1.62%
10	PRIMECAP MANAGEMENT CO/CA/	1.29%

Reported The Charles Schwab Corporation ownership

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

The Charles Schwab Corporation beneficial owners on record for the 2025-2026 proxy season
Holder	% outstanding	Disclosure
Vanguard Group	8.28%	13F
BlackRock	7.33%	13F
Vanguard Capital Management	6.88%	13G
Charles R. Schwab	5.62%	DEF14A
JPMorgan Chase	4.06%	13F
State Street	4.00%	13F
T. Rowe Price	2.68%	13F
Geode Capital	2.13%	13F
FMR (Fidelity)	1.96%	13F
Franklin Templeton	1.75%	13F

Percentages above are of 1,816,970,383 shares outstanding, as reported by The Charles Schwab Corporation on its Form 10-Q dated 2025-04-30 (see the filing on EDGAR). This is the count contemporaneous with the 2025-2026 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 The Charles Schwab Corporation’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 The Charles Schwab Corporation's shareholder meeting held 2026-05-21, in the 2025-2026 proxy season, 1,464 asset managers reported how they voted in their SEC Form N-PX filings, covering 11,184 separate fund positions. Their filings are grouped here into 24 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. The Charles Schwab Corporation'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 95% 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.

The Charles Schwab Corporation proxy season coverage: 2023-2024 · 2024-2025 · 2025-2026 (this page).