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Charles Schwab 2025-2026: where it broke with the board

Two kinds of vote are listed: a board-sponsored proposal Charles Schwab voted AGAINST or withheld on, and a shareholder proposal it voted FOR. One row is one proposal at one meeting; “funds” is how many of the manager’s funds or accounts voted that way.

Everything Only shareholder proposals it backed

6,004 proposals. The board-sponsored half of this list keeps the 6,000 proposals with the most funds behind them; the rest are in the interactive database. Every shareholder proposal it backed is listed in full.

Charles Schwab, 2025-2026 proxy season. Who put a proposal on the ballot is taken from its N-PX category; see the method note on the overview page.
CompanyMeetingProposalCategory On the ballot fromCharles Schwab votedFunds
Rocket Companies, Inc. 2026-06-10 Elect Matthew Rizik Director Elections Board ABSTAIN 12
Royalty Pharma Plc 2026-06-04 Election of Directors: Vlad Coric, M.D. Director Elections Board AGAINST 12
Service Corporation International 2026-05-06 Election of Directors: Anthony L. Coelho Director Elections Board AGAINST 12
Service Corporation International 2026-05-06 Election of Directors: C. Park Shaper Director Elections Board AGAINST 12
Service Corporation International 2026-05-06 Election of Directors: Sara Martinez Tucker Director Elections Board AGAINST 12
Service Corporation International 2026-05-06 Election of Directors: Victor L. Lund Director Elections Board AGAINST 12
ServiceNow, Inc. 2026-05-21 Election of Directors: Eric S. Yuan Director Elections Board AGAINST 12
Snowflake Inc. 2025-07-02 To approve, on a non-binding advisory basis, the compensation of our named executive officers. Say-on-Pay Board AGAINST 12
Snowflake Inc. 2026-06-29 To approve, on a non-binding advisory basis, the compensation of our named executive officers. Say-on-Pay Board AGAINST 12
TPG Inc. 2026-06-03 Election of Directors Nominees: Mary Cranston Director Elections Board ABSTAIN 12
The Carlyle Group Inc. 2026-06-03 Approval of The Carlyle Group Inc. Amended and Restated 2012 Equity Incentive Plan Compensation Board AGAINST 12
The Carlyle Group Inc. 2026-06-03 Elect Anthony Welters Director Elections Board ABSTAIN 12
The Carlyle Group Inc. 2026-06-03 Elect Derica W. Rice Director Elections Board ABSTAIN 12
The Carlyle Group Inc. 2026-06-03 Elect Lawton W. Fitt Director Elections Board ABSTAIN 12
The Carlyle Group Inc. 2026-06-03 Elect Mark S. Ordan Director Elections Board ABSTAIN 12
Toll Brothers, Inc. 2026-03-10 Election of Directors: Wendell E. Pritchett Director Elections Board AGAINST 12
Wayfair Inc. 2026-05-21 Election of Directors: Michael Kumin Director Elections Board ABSTAIN 12
Wayfair Inc. 2026-05-21 To approve Amendment No. 1 to the Wayfair Inc. 2023 Incentive Award Plan. Compensation Board AGAINST 12
American Assets Trust, Inc. 2026-06-01 Elect Joy L. Schaefer Director Elections Board ABSTAIN 11
Boyd Gaming Corporation 2026-05-07 Elect William R. Boyd Director Elections Board ABSTAIN 11
Corcept Therapeutics Incorporated 2026-05-21 To approve an amendment to the Corcept Therapeutics Incorporated 2024 Incentive Award Plan to increase the number of shares available thereunder and clarify certain other language in the plan. Compensation Board AGAINST 11
Cushman & Wakefield plc 2025-07-15 To approve Advisory Resolution No. 4, Bye-law Provision: Authorization of Preference Shares, a proposal seeking our Shareholders' views, on a non-binding, advisory basis, on the authorization of preference shares in the New Cushman & Wakefield Bye-laws. Capital Structure Board AGAINST 11
Essent Group Ltd. 2026-05-06 Elect William L. Spiegel Director Elections Board ABSTAIN 11
First Citizens BancShares, Inc. 2026-05-04 Elect Robert T. Newcomb Director Elections Board ABSTAIN 11
Globus Medical, Inc. 2026-06-03 Approval of an amendment to the Globus Medical, Inc. 2021 Equity Incentive Plan to increase the number of authorized shares thereunder by 1,000,000. Compensation Board AGAINST 11
HEICO Corporation 2026-03-13 Election Of Heico's Board of Directors For The Ensuing Year: Mark H. Hildebrandt Director Elections Board AGAINST 11
Hamilton Lane Incorporated 2025-09-04 Elect Hartley R. Rogers Director Elections Board ABSTAIN 11
Hubspot, Inc. 2026-06-15 Election of Directors: Claire Hughes Johnson Director Elections Board AGAINST 11
Marvell Technology, Inc. 2026-06-25 Election of Directors. Daniel Durn Director Elections Board ABSTAIN 11
Medical Properties Trust, Inc. 2026-05-28 To approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers. Say-on-Pay Board AGAINST 11
Moelis & Company 2026-06-25 To approve, on an advisory basis, the compensation of our Named Executive Officers. Say-on-Pay Board AGAINST 11
Mr. Cooper Group Inc. 2025-09-03 To approve, on an advisory (non-binding) basis, the compensation that may be paid or become payable to Mr. Cooper's named executive officers that is based on or otherwise related to the mergers (the "merger-related compensation proposal"). Say-on-Pay Board AGAINST 11
Newmark Group, Inc. 2025-12-30 Approval, on an advisory basis, of executive compensation. Say-on-Pay Board AGAINST 11
RingCentral, Inc. 2025-12-31 To approve, on an advisory, non-binding basis, the named executive officers' compensation, as disclosed in the proxy statement (Proposal Three). Say-on-Pay Board AGAINST 11
Seagate Technology Holdings plc 2025-10-25 Election of Director: Michael R. Cannon Director Elections Board AGAINST 11
Seagate Technology Holdings plc 2025-10-25 Election of Director: Thomas A. Szlosek Director Elections Board AGAINST 11
Shift4 Payments, Inc. 2026-06-12 Approval, on an advisory (non-binding) basis, of the compensation of the Company's named executive officers. Say-on-Pay Board AGAINST 11
Watts Water Technologies, Inc. 2026-05-19 Elect Michael J. Dubose Director Elections Board ABSTAIN 11
AST SpaceMobile, Inc. 2025-11-21 To approve the Amended and Restated AST SpaceMobile, Inc. 2024 Incentive Award Plan to increase the number of shares of the Company's Class A Common Stock available for issuance thereunder and to extend the term of the plan. Compensation Board AGAINST 10
Avanos Medical, Inc. 2026-04-21 Advisory vote to approve named executive officer compensation. Say-on-Pay Board AGAINST 10
Carvana Co. 2026-05-05 Election of Directors: Neha Parikh Director Elections Board ABSTAIN 10
Carvana Co. 2026-05-05 To approve the Carvana Co. 2026 Omnibus Incentive Plan. Compensation Board AGAINST 10
Cloudflare, Inc. 2026-06-30 Approval, on an advisory basis, of the compensation of our named executive officers. Say-on-Pay Board AGAINST 10
Douglas Emmett, Inc. 2026-05-28 To approve, in a non-binding advisory vote, our executive compensation. Say-on-Pay Board AGAINST 10
Enphase Energy, Inc. 2026-05-13 Elect Benjamin Kortlang Director Elections Board ABSTAIN 10
Innovative Industrial Properties, Inc. 2026-06-09 Approval on a non-binding advisory basis of the compensation of the Company's named executive officers. Say-on-Pay Board AGAINST 10
IonQ, Inc. 2026-06-16 To approve, on an advisory basis, the compensation of our named executive officers in 2025. Say-on-Pay Board AGAINST 10
Kite Realty Group Trust 2026-05-14 Election of Trustees: Steven P. Grimes Director Elections Board AGAINST 10
Lazard, Inc. 2026-05-21 Approval of the amendment to the Lazard Inc. 2018 Incentive Compensation Plan. Compensation Board AGAINST 10
Medical Properties Trust, Inc. 2026-05-28 To elect nine directors: D. Paul Sparks, Jr. Director Elections Board AGAINST 10
Moelis & Company 2026-06-25 Election of Directors: Laila J. Worrell Director Elections Board AGAINST 10
Paramount Group, Inc. 2025-12-16 To approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to the Company's named executive officers in connection with the mergers. Say-on-Pay Board AGAINST 10
Procore Technologies, Inc. 2026-06-04 To approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers Say-on-Pay Board AGAINST 10
Roblox Corporation 2026-05-28 Advisory Vote on the Compensation of our Named Executive Officers. Say-on-Pay Board AGAINST 10
Roivant Sciences Ltd. 2025-09-10 To cast a non-binding, advisory vote to approve the compensation of our named executive officers. Say-on-Pay Board AGAINST 10
Rubrik, Inc. 2026-06-03 Elect Ravi Mhatre Director Elections Board ABSTAIN 10
SL Green Realty Corp. 2026-06-02 To approve, on a non-binding advisory basis, our executive compensation. Say-on-Pay Board AGAINST 10
Sanmina Corporation 2026-03-09 To elect eight directors of Sanmina Corporation: Krish A. Pranbu Director Elections Board AGAINST 10
Sanmina Corporation 2026-03-09 To elect eight directors of Sanmina Corporation: Mythili Sankran Director Elections Board AGAINST 10
Shift4 Payments, Inc. 2026-06-12 Approval of the Company's 2026 Employee Stock Purchase Plan. Compensation Board AGAINST 10
Summit Therapeutics Inc. 2026-06-10 Approval, by a non-binding advisory vote, of the compensation of our named executive officers. Say-on-Pay Board AGAINST 10
UFP Industries, Inc. 2026-04-22 To elect three directors to serve until 2029:Michael G. Wooldridge Director Elections Board AGAINST 10
Veris Residential, Inc. 2026-05-21 To approve, by a non-binding advisory vote, the compensation that may be paid or become payable to the Company's named executive officers that is based on or otherwise relates to the Transactions, including the Mergers. Say-on-Pay Board AGAINST 10
AMC Global Media Inc. 2026-06-16 An advisory vote on Named Executive Officer compensation Say-on-Pay Board AGAINST 9
Axos Financial, Inc. 2025-11-13 To approve in a non-binding and advisory vote, the compensation of the Company's Named Executive Officers as disclosed in the proxy statement. Say-on-Pay Board AGAINST 9
Bank of Hawaii Corporation 2026-04-24 Say on Pay - An advisory vote on executive compensation. Say-on-Pay Board AGAINST 9
Bentley Systems, Incorporated 2026-05-21 Election of Directors: Kirk B. Griswold Director Elections Board ABSTAIN 9
Boston Beer Company, Inc. 2026-05-27 Advisory vote to approve our named executive officers' executive compensation. Say-on-Pay Board AGAINST 9
CVR Energy, Inc. 2026-06-04 Approve, on an advisory basis, our Named Executive Officer Compensation Say-on-Pay Board AGAINST 9
Circle Internet Group, Inc. 2026-05-14 Election of Three Class I Directors: Craig Broderick Director Elections Board AGAINST 9
Circle Internet Group, Inc. 2026-05-14 Election of Three Class I Directors: Jeremy Allaire Director Elections Board AGAINST 9
Clearway Energy, Inc. 2026-04-29 Elect Daniel B. More Director Elections Board ABSTAIN 9
Clearway Energy, Inc. 2026-04-29 To approve a Second Amended and Restated Certificate of Incorporation of Clearway Energy, Inc. (the "Amended Charter") that would amend and restate Clearway Energy, Inc.'s Amended and Restated Certificate of Incorporation (the "Existing Charter") to (i) provide that each share of the Company's Class A common stock, par value $0.01 per share (the "Class A common stock"), will be convertible into one share of the Company's Class C common stock, par value $0.01 per share (the "Class C common stock"), (ii) provide that such conversion (the "Class A Conversion") will occur automatically at 12:01 a.m., Eastern Time, on the second business day following the filing of the Amended Charter, (iii) provide that, from and after the Class A Conversion, the Company will not have authority to issue or reissue shares of Class A common stock and certain provisions of our Existing Charter relating to the Class A common stock will have no further force or effect, (iv) reduce the total number of authorized shares of Class A common stock from 500,000,000 to 34,613,853 and (v) update certain other historical matters, in each case as described in this Proxy Statement. Capital Structure Board AGAINST 9
CoreWeave, Inc. 2026-06-08 Election of Class I Director: Michael Intrator Director Elections Board ABSTAIN 9
Douglas Emmett, Inc. 2026-05-28 Elect Shirley Wang Director Elections Board ABSTAIN 9
Douglas Emmett, Inc. 2026-05-28 Elect William E. Simon, Jr. Director Elections Board ABSTAIN 9
Douglas Emmett, Inc. 2026-05-28 To approve the Douglas Emmett, Inc. 2026 Omnibus Stock Incentive Plan. Compensation Board AGAINST 9
Glaukos Corporation 2026-05-28 Approval, on an advisory basis, of the compensation of the Company's named executive officers. Say-on-Pay Board AGAINST 9
Home Bancshares, Inc. 2026-04-16 Election of Directors: Jim Rankin, Jr. Director Elections Board ABSTAIN 9
Huntsman Corporation 2026-04-29 Election of Director: Jose Munoz Director Elections Board AGAINST 9
IPG Photonics Corporation 2026-05-12 Advisory approval of our executive compensation Say-on-Pay Board AGAINST 9
IonQ, Inc. 2026-06-16 To elect two Class II directors to hold office until our 2029 Annual Meeting of Stockholders and until a successor is duly elected and qualified or until earlier resignation or removal. Kathryn K. Chou Director Elections Board ABSTAIN 9
Lionsgate Studios Corp. 2026-03-17 Election of Directors: Emily Fine Director Elections Board ABSTAIN 9
Lionsgate Studios Corp. 2026-03-17 Election of Directors: Gordon Crawford Director Elections Board ABSTAIN 9
Lionsgate Studios Corp. 2026-03-17 Election of Directors: Harry E. Sloan Director Elections Board ABSTAIN 9
Lionsgate Studios Corp. 2026-03-17 Election of Directors: John D. Harkey Director Elections Board ABSTAIN 9
Lionsgate Studios Corp. 2026-03-17 Election of Directors: Jon Feltheimer Director Elections Board ABSTAIN 9
Lionsgate Studios Corp. 2026-03-17 Election of Directors: Mark H. Rachesky Director Elections Board ABSTAIN 9
Lionsgate Studios Corp. 2026-03-17 Election of Directors: Michael T. Fries Director Elections Board ABSTAIN 9
Lionsgate Studios Corp. 2026-03-17 Election of Directors: Richard Rosenblatt Director Elections Board ABSTAIN 9
Lionsgate Studios Corp. 2026-03-17 Election of Directors: Susan McCaw Director Elections Board ABSTAIN 9
Lionsgate Studios Corp. 2026-03-17 Election of Directors: Yvette Ostolaza Director Elections Board ABSTAIN 9
NIQ Global Intelligence plc 2026-05-21 To elect, by separate resolutions, the following four Class I director nominees to the board of directors, to serve until the conclusion of the Company's 2029 annual general meeting: Gabriela Weiss Director Elections Board AGAINST 9
Newell Brands Inc. 2026-05-07 Approve an advisory resolution on named executive officer compensation. Say-on-Pay Board AGAINST 9
Newmark Group, Inc. 2025-12-30 Elect Jay Itzkowitz Director Elections Board ABSTAIN 9
Newmark Group, Inc. 2025-12-30 Elect Kenneth A. McIntyre Director Elections Board ABSTAIN 9
Newmark Group, Inc. 2025-12-30 Elect Virginia S. Bauer Director Elections Board ABSTAIN 9
PotlatchDeltic Corporation 2026-01-27 The PotlatchDeltic merger-related compensation proposal: A proposal to approve, on a non-binding advisory basis, the compensation that may be paid or become payable to the named executive officers of PotlatchDeltic in connection with the transactions contemplated by the merger agreement. Say-on-Pay Board AGAINST 9
RingCentral, Inc. 2025-12-31 Elect Kenneth A. Goldman Director Elections Board ABSTAIN 9
RingCentral, Inc. 2025-12-31 Elect Pratik S. Bhatt Director Elections Board ABSTAIN 9

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Built 2026-10-04 from SEC Form N-PX filings.