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
20 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 |
|---|---|---|---|---|---|---|
| ALPHABET INC. | June 7, 2024 | Stockholder proposal regarding a human rights assessment of AI-driven targeted ad policies Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 1 fund |
FOR 14 funds |
| AMAZON.COM INC. | May 22, 2024 | SHAREHOLDER PROPOSAL REQUESTING A REPORT ON CUSTOMER USE OF CERTAIN TECHNOLOGIES Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 113 funds |
FOR 14 funds |
| AMAZON.COM INC. | May 22, 2024 | SHAREHOLDER PROPOSAL REQUESTING A REPORT ON WAREHOUSE WORKING CONDITIONS Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 112 funds |
FOR 14 funds |
| AMAZON.COM INC. | May 22, 2024 | SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON FREEDOM OF ASSOCIATION Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 112 funds |
FOR 14 funds |
| APPLE INC. | February 28, 2024 | A shareholder proposal requesting a report on the use of AI. Other Social Issues |
Shareholder (E&S) | Against | FOR 1 fund |
AGAINST 15 funds |
| BARRICK GOLD CORP. | April 30, 2024 | Shareholder Proposal Regarding Third-Party Audit of Water Impacts Environment or Climate |
Shareholder (E&S) | Against | AGAINST 1 fund |
FOR 2 funds |
| BERKSHIRE HATHAWAY INC. | May 4, 2024 | Shareholder proposal regarding the reporting on the effectiveness of the Corporation s diversity, equity and inclusion efforts. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 1 fund |
FOR 13 funds |
| CHIPOTLE MEXICAN GRILL INC. | June 6, 2024 | Shareholder Proposal - Requesting an audit of safety practices. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 48 funds |
FOR 12 funds |
| FEDEX CORP. | September 21, 2023 | Stockholder proposal regarding a Just Transition report. Environment or Climate |
Shareholder (E&S) | Against | FOR 1 fund |
AGAINST 12 funds |
| GOLDMAN SACHS GROUP INC. | April 24, 2024 | Shareholder Proposal Regarding a Transparency In Lobbying Report Other Social Issues |
Shareholder (E&S) | Against | AGAINST 33 funds |
FOR 13 funds |
| INTERNATIONAL BUSINESS MACHINES CORP. | April 30, 2024 | Stockholder Proposal Requesting a Public Report on Lobbying Activities. Other Social Issues |
Shareholder (E&S) | Against | FOR 1 fund |
AGAINST 13 funds |
| METLIFE INC. | June 18, 2024 | Shareholder proposal requesting a third-party racial equity audit. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | FOR 1 fund |
AGAINST 12 funds |
| MICROSOFT CORP. | December 7, 2023 | Report on AI Misinformation and Disinformation (The Board recommends a vote AGAINST this proposal) Other Social Issues |
Shareholder (E&S) | Against | FOR 1 fund |
AGAINST 15 funds |
| MICROSOFT CORP. | December 7, 2023 | Report on Data Operations in Human Rights Hotspots (The Board recommends a vote AGAINST this proposal) Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 1 fund |
FOR 15 funds |
| MICROSOFT CORP. | December 7, 2023 | Report on Risks of Weapons Development (The Board recommends a vote AGAINST this proposal) Other Social Issues |
Shareholder (E&S) | Against | FOR 1 fund |
AGAINST 15 funds |
| NOODLES & CO. | May 15, 2024 | To vote on a stockholder proposal regarding greenhouse gas emissions disclosures. Environment or Climate |
Shareholder (E&S) | Against | FOR 10 funds |
AGAINST 2 funds |
| ORACLE CORP. | November 15, 2023 | Stockholder Proposal Regarding Pay Gap Report. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | FOR 1 fund |
AGAINST 13 funds |
| QUEST DIAGNOSTICS INC. | May 16, 2024 | Stockholder Proposal Regarding Managing Climate Risk Through Science-Based Targets And Transition Planning. Environment or Climate |
Shareholder (E&S) | Against | FOR 1 fund |
AGAINST 13 funds |
| SMITH & WESSON BRANDS INC. | September 19, 2023 | A stockholder proposal (human rights impact assessment). Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 12 funds |
FOR 7 funds |
| TRIPADVISOR INC. | June 11, 2024 | To vote, on the Stockholder Proposal, requesting a report on implementation of the Global Human Rights Policy. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | ABSTAIN 1 fund |
AGAINST 8 funds |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 13, 2026 from SEC Form N-PX filings.