Home › Asset managers › Compare 2023-2024 › Fidelity vs Charles Schwab
Fidelity 2023-2024 · Charles Schwab 2023-2024 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 18,915 | 17,128 | 795 | 992 | 95.6% | 93.8% |
| Board proposals | 16,675 | 15,315 | 640 | 720 | 96.0% | 94.6% |
| E&S shareholder proposals | 350 | 250 | 20 | 80 | 92.6% | 86.0% |
| Other items | 1,890 | 1,563 | 135 | 192 | 92.0% | 87.5% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
640 items. “Voted differently”: each manager’s funds all voted one way, and the two ways differ. “Split”: at least one manager’s funds did not all vote the same way.
| Company | Meeting | Proposal | On the ballot from | Board recommended | Fidelity | Charles Schwab |
|---|---|---|---|---|---|---|
| UNICREDIT S.P.A | April 12, 2024 | Remuneration Policy Compensation |
Board | For | FOR 1 fund |
AGAINST 5 funds |
| UNICREDIT S.P.A | April 12, 2024 | Remuneration Report Compensation |
Board | For | FOR 1 fund |
AGAINST 5 funds |
| UNILEVER PLC | May 1, 2024 | Elect Adrian Hennah Director Elections |
Board | For | AGAINST 1 fund |
FOR 7 funds |
| UNITED PARKS & RESORTS INC. | June 13, 2024 | To elect the ten director nominees: James Chambers Director Elections |
Board | For | FOR 14 funds |
AGAINST 7 funds |
| UNITED RENTALS INC. | May 9, 2024 | Election of Directors: Larry D. De Shon Director Elections |
Board | Not determined | FOR 41 funds |
AGAINST 14 funds |
| UNITED STATES ANTIMONY CORP. | December 29, 2023 | To approve the proposed Equity Incentive Plan. Compensation |
Board | For | FOR 3 funds |
AGAINST 1 fund |
| UNITED STATES CELLULAR CORP. | May 21, 2024 | Advisory vote to approve executive compensation Say-on-Pay |
Board | For | FOR 14 funds |
AGAINST 4 funds |
| UNITEDHEALTH GROUP INC. | June 3, 2024 | Election of Director: F. William McNabb III Director Elections |
Board | For | FOR 1 fund |
AGAINST 17 funds |
| UNITEDHEALTH GROUP INC. | June 3, 2024 | Election of Director: Kristen Gil Director Elections |
Board | For | FOR 1 fund |
AGAINST 17 funds |
| UNITEDHEALTH GROUP INC. | June 3, 2024 | Election of Director: Paul Garcia Director Elections |
Board | For | FOR 1 fund |
AGAINST 17 funds |
| VAIL RESORTS INC. | December 6, 2023 | Election of Directors: D. Bruce Sewell Director Elections |
Board | For | FOR 32 funds |
AGAINST 13 funds |
| VALHI INC. | May 23, 2024 | Director Nominees: Thomas E. Barry Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 3 funds |
| VARONIS SYSTEMS INC. | June 3, 2024 | To approve the Amended and Restated Varonis Systems, Inc. 2023 Omnibus Equity Incentive Plan. Compensation |
Board | For | FOR 28 funds |
AGAINST 4 funds |
| VELOCITY FINANCIAL INC. | May 17, 2024 | Election of Directors: John A. Pless Director Elections |
Board | For | FOR 6 funds |
AGAINST 2 funds |
| VENTYX BIOSCIENCES INC. | June 5, 2024 | To approve, on an advisory basis, the compensation of the named executive officers identified in the 2023 Summary Compensation Table in the "Executive Compensation" section of the proxy statement (the "Say-on-Pay Vote"). Say-on-Pay |
Board | For | FOR 17 funds |
AGAINST 5 funds |
| VERALTO CORP. | May 21, 2024 | To elect the three Class I directors named in the attached Proxy Statement to hold office until the 2027 Annual Meeting of Shareholders and until their successors are elected and qualified: Francoise Colpron Director Elections |
Board | For | FOR 56 funds |
AGAINST 14 funds |
| VERASTEM INC. | May 23, 2024 | To approve an advisory vote on the compensation of the named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 2 funds |
| VERITEX HOLDINGS INC. | May 15, 2024 | Elect Gregory B. Morrison Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 7 funds |
| VERTEX PHARMACEUTICALS INC. | May 15, 2024 | Election Of Director: Lloyd Carney Director Elections |
Board | For | AGAINST 1 fund |
FOR 15 funds |
| VIRGIN GALACTIC HOLDINGS INC. | June 12, 2024 | Approval, on an advisory (non-binding) basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 3 funds |
| VIRTRA INC. | October 23, 2023 | To hold a non-binding advisory vote on executive compensation. Say-on-Pay |
Board | For | AGAINST 4 funds |
FOR 2 funds |
| VISA INC. | January 23, 2024 | To elect the eleven director nominees named in the proxy statement. Lloyd A. Carney Director Elections |
Board | For | AGAINST 1 fund |
FOR 15 funds |
| VMWARE INC. | July 13, 2023 | An advisory vote to approve named executive officer compensation, as described in Vmware's Proxy Statement. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 14 funds |
| W.W. GRAINGER INC. | April 24, 2024 | Election of Directors: Beatriz R. Perez Director Elections |
Board | For | FOR 40 funds |
AGAINST 13 funds |
| WELLS FARGO & CO. | April 30, 2024 | Election of Director: Fabian T. Garcia Director Elections |
Board | For | FOR 1 fund |
AGAINST 12 funds |
| WEST BANCORPORATION INC. | April 25, 2024 | To approve an amendment to the West Bancorporation, Inc. 2021 Equity Incentive Plan. Compensation |
Board | For | FOR 11 funds |
AGAINST 2 funds |
| WESTWATER RESOURCES INC. | May 30, 2024 | Election of Directors: Terence J. Cryan Director Elections |
Board | For | FOR 3 funds |
WITHHOLD 1 fund |
| WESTWATER RESOURCES INC. | May 30, 2024 | Election of Directors: Tracy D. Pagliara Director Elections |
Board | For | FOR 3 funds |
WITHHOLD 1 fund |
| WESTWOOD HOLDINGS GROUP INC. | May 1, 2024 | To approve the Tenth Amended and Restated Westwood Holdings Group, Inc. Stock Incentive Plan. Compensation |
Board | For | FOR 3 funds |
AGAINST 1 fund |
| WEYCO GROUP INC. | May 7, 2024 | Approval of the Weyco Group, Inc. 2024 Incentive Plan. Compensation |
Board | For | AGAINST 7 funds |
FOR 2 funds |
| WIX.COM LTD. | November 6, 2023 | To amend the Company s Compensation Policy - Executives. Compensation |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| WIX.COM LTD. | November 6, 2023 | To approve the compensation of the Company s Chief Executive Officer. Compensation |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| WOLTERS KLUWER NV | May 8, 2024 | Elect Jack P. de Kreij to the Supervisory Board Director Elections |
Board | For | AGAINST 1 fund |
FOR 6 funds |
| XBIOTECH INC. | June 20, 2024 | To ratify the selection by the Audit Committee of the Board of Directors of Whitley Penn LLP as the independent registered public accounting firm of the Company for its fiscal year ending December 31, 2024. Audit-related |
Board | For | FOR 6 funds |
AGAINST 1 fund |
| XCEL ENERGY INC. | May 22, 2024 | Approval of Xcel Energy Inc.'s executive compensation in an advisory vote (say on pay vote) Say-on-Pay |
Board | For | FOR 41 funds |
AGAINST 15 funds |
| XP INC. | May 24, 2024 | Approval of the reappointment of Martin Emiliano Escobari Lifchitz as an independent director. Director Elections |
Board | For | FOR 31 funds |
AGAINST 6 funds |
| YAMAHA MOTOR CO. LTD. | March 21, 2024 | Elect Katsuaki Watanabe Director Elections |
Board | For | FOR 1 fund |
AGAINST 4 funds |
| ZEDGE INC. | January 17, 2024 | Election of Directors: Gregory Suess Director Elections |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| ZIMMER BIOMET HOLDINGS INC. | May 10, 2024 | Election of Directors: Sreelakshmi Kolli Director Elections |
Board | For | FOR 27 funds |
AGAINST 15 funds |
| ZYNERBA PHARMACEUTICALS INC. | August 25, 2023 | Approval of the Zynerba Pharmaceuticals, Inc. 2023 Stock Option and Incentive Plan. Compensation |
Board | For | AGAINST 4 funds |
FOR 1 fund |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 25, 2026 from SEC Form N-PX filings.