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Fidelity vs Charles Schwab: how alike they voted, 2023-2024

95.6% When both took a single position, they voted the same way on 95.6% of 17,923 items (17,128 the same, 795 different). 992 items where at least one of them split its funds are listed separately below. Both voted on 18,915 items in all.

Fidelity 2023-2024 · Charles Schwab 2023-2024 · Download the item list (CSV)

By who put the item on the ballot. “Same position” = Same / (Same + Differ); split items are not in it. “Fund-level” is a second view over all common items: the chance that a fund of each manager, picked at random, voted the same way, which gives partial credit where a manager split.
Common itemsSame DifferSplit (not in %)Same position Fund-level
All ballot items 18,91517,128795 99295.6%93.8%
Board proposals 16,67515,315640 72096.0%94.6%
E&S shareholder proposals 35025020 8092.6%86.0%
Other items 1,8901,563135 19292.0%87.5%

Where they did not vote alike

Everything Voted differently Split votes

All ballot items Board proposals E&S shareholder proposals Other items

720 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.

CompanyMeetingProposalOn the ballot from Board recommendedFidelityCharles Schwab
CRYOPORT INC. May 17, 2024 To approve an amendment to the Cryoport, Inc. 2018 Omnibus Equity Incentive Plan to increase the number of authorized shares for issuance thereunder from 7,850,000 to a total of 10,350,000; and
Compensation
Board For Split
13 FOR, 1 AGAINST
FOR
4 funds
CSW INDUSTRIALS INC. August 24, 2023 Approval, by non-binding vote, executive compensation.
Say-on-Pay
Board For Split
21 FOR, 1 AGAINST
FOR
8 funds
CSX CORP. May 8, 2024 Election of Directors: John J. Zillmer
Director Elections
Board For Split
41 FOR, 1 AGAINST
FOR
13 funds
CURTISS-WRIGHT CORP. May 2, 2024 An advisory (non-binding) vote to approve the compensation of the Company's named executive officers
Say-on-Pay
Board For Split
25 FOR, 1 AGAINST
FOR
14 funds
CUSTOM TRUCK ONE SOURCE INC. June 13, 2024 To amend the Custom Truck One Source, Inc. Amended and Restated 2019 Omnibus Incentive Plan to increase the number of shares available for the grant of awards from 14,650,000 shares to 20,650,000 shares.
Compensation
Board For Split
2 FOR, 11 AGAINST
FOR
4 funds
CUSTOMERS BANCORP INC. May 28, 2024 To approve an amendment to the Customers Bancorp, Inc. 2019 Stock Incentive Plan.
Compensation
Board For Split
13 FOR, 1 AGAINST
FOR
9 funds
DAILY JOURNAL CORP. February 15, 2024 Election of three Directors: Steven Myhill-Jones
Director Elections
Board For Split
1 FOR, 8 AGAINST
FOR
2 funds
DAKOTA GOLD CORP. May 14, 2024 Election of Directors: Alice Schroeder
Director Elections
Board For Split
7 FOR, 1 WITHHOLD
FOR
2 funds
DAKOTA GOLD CORP. May 14, 2024 Election of Directors: Amy K. Koenig
Director Elections
Board For Split
7 FOR, 1 WITHHOLD
FOR
2 funds
DAKOTA GOLD CORP. May 14, 2024 Election of Directors: Jennifer S. Grafton
Director Elections
Board For Split
7 FOR, 1 WITHHOLD
WITHHOLD
2 funds
DECKERS OUTDOOR CORP. September 11, 2023 To approve, on a non-binding advisory basis, the compensation of our Named Executive Officers, as disclosed in the "Compensation Discussion and Analysis" section of the Proxy Statement
Say-on-Pay
Board For Split
50 FOR, 1 AGAINST
FOR
14 funds
DELL TECHNOLOGIES INC. June 27, 2024 Approval, on an advisory basis, of the compensation of Dell Technologies Inc.'s named executive officers as disclosed in the proxy statement
Say-on-Pay
Board For Split
52 FOR, 1 AGAINST
FOR
8 funds
DELTA AIR LINES INC. June 20, 2024 Election of Nominees for Director: Sergio A. L. Rial
Director Elections
Board For Split
44 FOR, 1 AGAINST
FOR
14 funds
DENBURY INC. October 31, 2023 The Advisory Compensation Proposal: To approve, on an advisory (non-binding) basis, certain compensation that may be paid or become payable to Denbury's named executive officers in connection with the Merger.
Say-on-Pay
Board For Split
40 FOR, 3 AGAINST
AGAINST
11 funds
DENTSPLY SIRONA INC. May 22, 2024 Approval of the 2024 Omnibus Incentive Plan.
Compensation
Board For Split
35 FOR, 1 AGAINST
FOR
15 funds
DESIGN THERAPEUTICS INC. June 13, 2024 To elect the one nominee for Class III director named herein to serve for a three-year term until the 2027 Annual Meeting of Stockholders: Pratik Shah, Ph.D.
Director Elections
Board For Split
14 FOR, 1 WITHHOLD
FOR
2 funds
DIGI INTERNATIONAL INC. January 29, 2024 Election of Directors: Christopher D. Heim
Director Elections
Board For Split
14 FOR, 1 AGAINST
FOR
4 funds
DIGITAL REALTY TRUST INC. June 7, 2024 To approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers, as more fully described in the accompanying Proxy Statement (Say-on-Pay).
Say-on-Pay
Board For Split
46 FOR, 1 AGAINST
FOR
17 funds
DISTRIBUTION SOLUTIONS GROUP INC. May 23, 2024 Election of seven directors to serve one year: I. Steven Edelson
Director Elections
Board For Split
8 FOR, 1 WITHHOLD
WITHHOLD
4 funds
DISTRIBUTION SOLUTIONS GROUP INC. May 23, 2024 Election of seven directors to serve one year: Mark F. Moon
Director Elections
Board For Split
8 FOR, 1 WITHHOLD
FOR
4 funds
DOCUSIGN INC. May 29, 2024 Election of Class III Directors: Peter Solvik
Director Elections
Board For Split
27 FOR, 1 AGAINST
AGAINST
9 funds
DONALDSON COMPANY INC. November 17, 2023 Approval of the Donaldson Company, Inc. 2019 Master Stock Incentive Plan, as amended and restated.
Compensation
Board For Split
9 FOR, 19 AGAINST
FOR
13 funds
DONEGAL GROUP INC. April 18, 2024 Adopt our 2024 equity incentive plan for employees.
Compensation
Board For Split
7 FOR, 1 AGAINST
FOR
2 funds
DOUGLAS EMMETT INC. May 30, 2024 To approve, in a non-binding advisory vote, our executive compensation.
Say-on-Pay
Board For Split
10 FOR, 13 AGAINST
AGAINST
10 funds
DRAFTKINGS INC. May 13, 2024 To conduct a non-binding advisory vote on executive compensation.
Say-on-Pay
Board For Split
18 FOR, 17 AGAINST
AGAINST
10 funds
DRIVEN BRANDS HOLDINGS INC. May 9, 2024 Approval of the Amended and Restated Driven Brands Holdings Inc. 2021 Omnibus Incentive Plan.
Compensation
Board For Split
18 FOR, 1 AGAINST
FOR
5 funds
DUCKHORN PORTFOLIO INC (THE) January 19, 2024 Advisory Vote to Approve Named Executive Officers Compensation.
Say-on-Pay
Board For Split
24 FOR, 1 AGAINST
FOR
5 funds
DULUTH HOLDINGS INC. May 23, 2024 Election of Directors: David C. Finch
Director Elections
Board For Split
1 FOR, 8 WITHHOLD
WITHHOLD
2 funds
DULUTH HOLDINGS INC. May 23, 2024 Election of Directors: Stephen L. Schlecht
Director Elections
Board For Split
8 FOR, 1 WITHHOLD
FOR
2 funds
DULUTH HOLDINGS INC. May 23, 2024 To approve the 2024 Equity Incentive Plan of Duluth Holdings Inc.
Compensation
Board For Split
1 FOR, 8 AGAINST
FOR
2 funds
DULUTH HOLDINGS INC. May 23, 2024 To approve, by an advisory vote, the compensation of our named executive officers.
Say-on-Pay
Board For Split
1 FOR, 9 AGAINST
AGAINST
3 funds
DUN & BRADSTREET HOLDINGS INC. June 12, 2024 Approval of a non-binding advisory resolution on the compensation paid to our named executive officers.
Say-on-Pay
Board For Split
14 FOR, 12 AGAINST
FOR
13 funds
DYCOM INDUSTRIES INC. May 23, 2024 Election of Directors: Carmen M. Sabater
Director Elections
Board For Split
20 FOR, 1 AGAINST
FOR
7 funds
DYCOM INDUSTRIES INC. May 23, 2024 Election of Directors: Jennifer M. Fritzsche
Director Elections
Board For Split
20 FOR, 1 AGAINST
FOR
7 funds
E.W. SCRIPPS CO. May 6, 2024 Election of Directors: Kim Williams
Director Elections
Board For Split
1 FOR, 14 WITHHOLD
WITHHOLD
8 funds
E2OPEN PARENT HOLDINGS INC. June 28, 2024 To hold an advisory vote to approve the compensation of our named executive officers.
Say-on-Pay
Board For Split
3 FOR, 11 AGAINST
AGAINST
5 funds
EARTHSTONE ENERGY INC. October 30, 2023 To vote on a proposal to approve, on a non-binding advisory basis, the compensation that may be paid or become payable to Earthstone's named executive officers that is based on or otherwise relates to the mergers;
Say-on-Pay
Board For Split
1 FOR, 11 AGAINST
AGAINST
6 funds
EASTERLY GOVERNMENT PROPERTIES INC. May 17, 2024 Election of Directors: Cynthia A. Fisher
Director Elections
Board For Split
14 FOR, 1 AGAINST
FOR
9 funds
EASTERLY GOVERNMENT PROPERTIES INC. May 17, 2024 Election of Directors: Emil W. Henry, Jr.
Director Elections
Board For Split
14 FOR, 1 AGAINST
FOR
9 funds
EASTERLY GOVERNMENT PROPERTIES INC. May 17, 2024 Election of Directors: William H. Binnie
Director Elections
Board For Split
14 FOR, 1 AGAINST
FOR
9 funds
EASTMAN CHEMICAL CO. May 2, 2024 Advisory Approval of Executive Compensation as Disclosed in Proxy Statement
Say-on-Pay
Board Not determined Split
26 FOR, 1 AGAINST
FOR
15 funds
ECOLAB INC. May 2, 2024 Election of Directors: John J. Zillmer
Director Elections
Board Not determined Split
37 FOR, 1 AGAINST
FOR
13 funds
ELANCO ANIMAL HEALTH INC. May 30, 2024 Election of Directors: Art Garcia
Director Elections
Board For Split
17 FOR, 9 AGAINST
FOR
13 funds
ELANCO ANIMAL HEALTH INC. May 30, 2024 Election of Directors: Denise Scots-Knight
Director Elections
Board For Split
17 FOR, 9 AGAINST
FOR
13 funds
ELANCO ANIMAL HEALTH INC. May 30, 2024 Election of Directors: Jeffrey Simmons
Director Elections
Board For Split
17 FOR, 9 AGAINST
FOR
13 funds
ELANCO ANIMAL HEALTH INC. May 30, 2024 Election of Directors: William Doyle
Director Elections
Board For Split
17 FOR, 9 AGAINST
FOR
13 funds
EMERGENT BIOSOLUTIONS INC. May 23, 2024 To approve an amendment to the Emergent BioSolutions Inc. Amended and Restated Stock Incentive Plan.
Compensation
Board For Split
1 FOR, 10 AGAINST
FOR
7 funds
ENANTA PHARMACEUTICALS INC. March 6, 2024 To approve an amendment to our 2019 Equity Incentive Plan.
Compensation
Board For Split
12 FOR, 3 AGAINST
FOR
3 funds
ENCORE WIRE CORP. May 7, 2024 BOARD PROPOSAL TO APPROVE, IN A NON-BINDING ADVISORY VOTE, THE COMPENSATION OF THE COMPANY'S NAMED EXECUTIVE OFFICERS.
Say-on-Pay
Board For Split
15 FOR, 8 AGAINST
FOR
8 funds
ENERPAC TOOL GROUP CORP. January 25, 2024 Advisory vote to approve the compensation of our named executive officers.
Say-on-Pay
Board For Split
12 FOR, 1 AGAINST
FOR
8 funds
ENOVIX CORP. June 13, 2024 To approve, on an advisory basis, the compensation of our named executive officers.
Say-on-Pay
Board For Split
13 FOR, 2 AGAINST
FOR
5 funds
ENPHASE ENERGY INC. May 15, 2024 To approve, on advisory basis, the compensation of our named executive officers, as disclosed in the proxy statement.
Say-on-Pay
Board For Split
20 FOR, 15 AGAINST
AGAINST
14 funds
ENTEGRIS INC. April 24, 2024 Approval, by non-binding vote, of the compensation paid to Entegris, Inc.'s named executive officers (advisory vote).
Say-on-Pay
Board For Split
25 FOR, 1 AGAINST
FOR
16 funds
EPR PROPERTIES May 29, 2024 Election of Trustees: James B. Connor
Director Elections
Board For Split
19 FOR, 1 AGAINST
FOR
11 funds
EQUITY BANCSHARES INC. April 23, 2024 Advisory vote to approve the compensation paid to the named executive officers of the Company.
Say-on-Pay
Board For Split
3 FOR, 10 AGAINST
AGAINST
3 funds
EQUITY LIFESTYLE PROPERTIES INC. April 30, 2024 Approval on a non-binding, advisory basis of our executive compensation as disclosed in the Proxy Statement.
Say-on-Pay
Board For Split
49 FOR, 1 AGAINST
FOR
16 funds
EQUITY RESIDENTIAL June 20, 2024 Approval of Executive Compensation.
Say-on-Pay
Board For Split
27 FOR, 3 AGAINST
FOR
17 funds
ESAB CORP. May 9, 2024 To approve on an advisory basis the compensation of our named executive officers.
Say-on-Pay
Board For Split
24 FOR, 1 AGAINST
FOR
12 funds
ESSENT GROUP LTD. May 1, 2024 PROVIDE A NON-BINDING, ADVISORY VOTE ON OUR EXECUTIVE COMPENSATION.
Say-on-Pay
Board For Split
37 FOR, 1 AGAINST
FOR
14 funds
ESSEX PROPERTY TRUST INC. May 14, 2024 Advisory vote to approve the Company's named executive officer compensation.
Say-on-Pay
Board For Split
42 FOR, 1 AGAINST
FOR
16 funds
ESTEE LAUDER COMPANIES INC. November 17, 2023 Advisory vote to approve executive compensation.
Say-on-Pay
Board For Split
65 FOR, 14 AGAINST
AGAINST
17 funds
ETSY INC. June 13, 2024 Approval of the Etsy, Inc. 2024 Equity Incentive Plan.
Compensation
Board For Split
20 FOR, 25 AGAINST
FOR
15 funds
EURONET WORLDWIDE INC. May 16, 2024 Advisory vote on executive compensation.
Say-on-Pay
Board For Split
23 FOR, 1 AGAINST
FOR
11 funds
EVERCORE INC. June 18, 2024 Approval of the Third Amended and Restated 2016 Evercore Inc. Stock Incentive Plan.
Compensation
Board For Split
1 FOR, 18 AGAINST
AGAINST
10 funds
EVERTEC INC. May 23, 2024 Election of directors: Aldo J. Polak
Director Elections
Board For Split
17 FOR, 1 AGAINST
FOR
7 funds
EVERTEC INC. May 23, 2024 Election of directors: Brian J. Smith
Director Elections
Board For Split
17 FOR, 1 AGAINST
FOR
7 funds
EVERTEC INC. May 23, 2024 Election of directors: Kelly Barrett
Director Elections
Board For Split
17 FOR, 1 AGAINST
FOR
7 funds
EVOLUS INC. June 6, 2024 The approval of the Evolus Inc. 2024 Employee Stock Purchase Plan.
Compensation
Board For Split
2 FOR, 12 AGAINST
AGAINST
2 funds
EXLSERVICE HOLDINGS INC. June 20, 2024 The approval, on a non-binding advisory basis, of the compensation of the named executive officers of the Company.
Say-on-Pay
Board For Split
32 FOR, 1 AGAINST
FOR
13 funds
EXP WORLD HOLDINGS INC. May 13, 2024 Election of Directors: Glenn Sanford
Director Elections
Board For Split
2 FOR, 15 AGAINST
AGAINST
8 funds
EXP WORLD HOLDINGS INC. May 13, 2024 Election of Directors: Randall Miles
Director Elections
Board For Split
15 FOR, 2 AGAINST
FOR
8 funds
EXPEDIA GROUP INC. June 25, 2024 Election of Directors: Barry Diller
Director Elections
Board For Split
14 FOR, 23 WITHHOLD
FOR
14 funds
EXPRO GROUP HOLDINGS NV May 23, 2024 To authorize the Board to issue shares up to 20% of the issued share capital as of the date of the 2024 annual meeting, for any legal purpose, at the stock exchange or in a private purchase transaction, and during a period of 18 months starting from the date of the 2024 annual meeting. The authorization also includes the authority to restrict or exclude pre-emptive rights upon an issue of shares.
Capital Structure
Board For Split
33 FOR, 1 AGAINST
FOR
7 funds
EXTRA SPACE STORAGE INC. May 23, 2024 The election of the 10 members of the Board of Directors: Mark G. Barberio
Director Elections
Board For Split
39 FOR, 1 AGAINST
FOR
15 funds
EXTRA SPACE STORAGE INC. May 23, 2024 The election of the 10 members of the Board of Directors: Susan Harnett
Director Elections
Board For Split
39 FOR, 1 AGAINST
FOR
15 funds
EXTREME NETWORKS INC. November 8, 2023 Approve an amendment and restatement of the Extreme Networks, Inc. 2013 Equity Incentive plan to, among other things, add 5,000,000 shares of our common stock to those reserved for issuance under the plan; and
Compensation
Board For Split
14 FOR, 13 AGAINST
AGAINST
5 funds
EXXON MOBIL CORP. May 29, 2024 Advisory Vote to Approve Executive Compensation
Say-on-Pay
Board For Split
99 FOR, 1 AGAINST
FOR
16 funds
EYEPOINT PHARMACEUTICALS INC. June 20, 2024 To approve an amendment to the EyePoint Pharmaceuticals, Inc. 2023 Long-Term Incentive Plan to (i) increase the number of shares of common stock authorized for issuance thereunder by 4,000,000 shares and (ii) increase the individual non-employee director compensation limit contained therein to $850,000 for ongoing directors in any calendar year and $1,100,000 for new directors in any calendar year.
Compensation
Board For Split
1 FOR, 15 AGAINST
FOR
2 funds
F5 INC. March 14, 2024 Advisory vote to approve the compensation of our named executive officers.
Say-on-Pay
Board For Split
20 FOR, 1 AGAINST
FOR
15 funds
FAIR ISAAC CORP. February 14, 2024 To approve the advisory (non-binding) resolution relating to the named executive officer compensation as disclosed in the proxy statement.
Say-on-Pay
Board For Split
21 FOR, 8 AGAINST
FOR
15 funds
FASTLY INC. June 12, 2024 To approve, on an advisory basis, the compensation of our named executive officers.
Say-on-Pay
Board For Split
4 FOR, 13 AGAINST
AGAINST
6 funds
FATE THERAPEUTICS INC. June 7, 2024 Election of Class II Directors: Michael Lee
Director Elections
Board For Split
13 FOR, 3 WITHHOLD
FOR
5 funds
FATE THERAPEUTICS INC. June 7, 2024 Election of Class II Directors: William H. Rastetter, Ph.D.
Director Elections
Board For Split
13 FOR, 3 WITHHOLD
FOR
5 funds
FATE THERAPEUTICS INC. June 7, 2024 Election of Class II Directors: Yuan Xu, Ph.D.
Director Elections
Board For Split
13 FOR, 3 WITHHOLD
FOR
5 funds
FATE THERAPEUTICS INC. June 7, 2024 To approve the amendment and restatement of the Company's 2022 Stock Option and Incentive Plan to increase the number of shares of common stock reserved for issuance thereunder.
Compensation
Board For Split
12 FOR, 4 AGAINST
FOR
5 funds
FATE THERAPEUTICS INC. June 7, 2024 To approve, on an advisory basis, the compensation of the Company's named executive officers as disclosed in the proxy statement.
Say-on-Pay
Board For Split
12 FOR, 5 AGAINST
FOR
6 funds
FEDERAL REALTY INVESTMENT TRUST May 1, 2024 To approve, on a non-binding, advisory basis, the compensation of our named executive officers.
Say-on-Pay
Board For Split
29 FOR, 1 AGAINST
FOR
17 funds
FEDEX CORP. September 21, 2023 Advisory vote to approve named executive officer compensation.
Say-on-Pay
Board For Split
40 FOR, 1 AGAINST
FOR
14 funds
FIBROGEN INC. June 5, 2024 To approve the FibroGen, Inc. 2024 Equity Incentive Plan.
Compensation
Board For Split
11 FOR, 2 AGAINST
FOR
2 funds
FIDELITY NATIONAL FINANCIAL INC. June 12, 2024 Approval of the redomestication of the Company from the State of Delaware to the State of Nevada by conversion.
Extraordinary Transactions
Board For Split
1 FOR, 21 AGAINST
FOR
13 funds
FIRST ADVANTAGE CORP. June 7, 2024 To elect the three Class III director nominees listed in the Proxy Statement: Joseph Osnoss
Director Elections
Board For Split
19 FOR, 2 WITHHOLD
FOR
4 funds
FIVE BELOW INC. June 11, 2024 Election of Directors: Thomas G. Vellios
Director Elections
Board For Split
36 FOR, 1 AGAINST
FOR
12 funds
FIVE BELOW INC. June 11, 2024 To approve, by non-binding advisory vote, the Company's Named Executive Officer compensation.
Say-on-Pay
Board For Split
39 FOR, 1 AGAINST
FOR
14 funds
FLOOR & DECOR HOLDINGS INC. May 8, 2024 Election of Directors: Felicia Thorton
Director Elections
Board For Split
31 FOR, 1 AGAINST
FOR
12 funds
FLOOR & DECOR HOLDINGS INC. May 8, 2024 To approve, by non-binding vote, the compensation paid to the Company's named executive officers.
Say-on-Pay
Board For Split
32 FOR, 1 AGAINST
FOR
13 funds
FMC CORP. April 30, 2024 Approval, by non-binding vote, of executive compensation.
Say-on-Pay
Board For Split
20 FOR, 16 AGAINST
FOR
16 funds
FORD MOTOR CO. May 9, 2024 Election of Directors: William E. Kennard
Director Elections
Board Not determined Split
8 FOR, 16 AGAINST
AGAINST
13 funds
FORGE GLOBAL HOLDINGS INC. June 12, 2024 The approval, on a non-binding advisory basis, of the compensation paid to the named executive officers.
Say-on-Pay
Board For Split
1 FOR, 7 AGAINST
AGAINST
5 funds
FORTREA HOLDINGS May 14, 2024 Advisory vote to approve compensation for our named executive officers.
Say-on-Pay
Board For Split
21 FOR, 1 AGAINST
FOR
6 funds
FORTREA HOLDINGS INC. May 14, 2024 Election of Directors: David Smith
Director Elections
Board For Split
15 FOR, 3 AGAINST
FOR
5 funds

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How items are matched and positions counted: see the comparison table and the methodology. Built October 18, 2026 from SEC Form N-PX filings.