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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
LIQUIDITY SERVICES INC. February 29, 2024 Approve an amendment to the Company's Third Amended and Restated 2006 Omnibus Long-Term Incentive Plan to increase the authorized number of shares
Compensation
Board For Split
1 FOR, 14 AGAINST
AGAINST
4 funds
LITHIA MOTORS INC. April 23, 2024 To approve, by an advisory vote, named executive officer compensation.
Say-on-Pay
Board For Split
31 FOR, 1 AGAINST
FOR
14 funds
LIVEPERSON INC. October 5, 2023 Approval of an amendment to the 2019 Stock Incentive Plan to increase the number of shares available for issuance
Compensation
Board For Split
14 FOR, 4 AGAINST
FOR
4 funds
LIVERAMP HOLDINGS INC. August 15, 2023 Approval of an increase in the number of shares available for issuance under the Company's Amended and Restated 2005 Equity Compensation Plan.
Compensation
Board For Split
1 FOR, 13 AGAINST
AGAINST
7 funds
LOVESAC CO. June 11, 2024 To approve Amendment No. 2 of the Second Amended and Restated 2017 Equity Incentive Plan that increases the number of shares reserved for issuance thereunder by 1,100,000 shares.
Compensation
Board For Split
11 FOR, 7 AGAINST
FOR
2 funds
LSB INDUSTRIES INC. May 23, 2024 Election of Directors: Barry H. Golsen
Director Elections
Board For Split
13 FOR, 1 AGAINST
FOR
7 funds
LUMENTUM HOLDINGS INC. November 17, 2023 Election of Directors: Brian J. Lillie
Director Elections
Board For Split
17 FOR, 25 AGAINST
FOR
11 funds
LUMENTUM HOLDINGS INC. November 17, 2023 Election of Directors: Ian S. Small
Director Elections
Board For Split
17 FOR, 25 AGAINST
FOR
11 funds
LUMENTUM HOLDINGS INC. November 17, 2023 Election of Directors: Isaac H. Harris
Director Elections
Board For Split
17 FOR, 25 AGAINST
FOR
11 funds
LUMENTUM HOLDINGS INC. November 17, 2023 To approve, on a non-binding advisory basis, the compensation of our named executive officers.
Say-on-Pay
Board For Split
17 FOR, 31 AGAINST
AGAINST
12 funds
M.D.C. HOLDINGS INC. April 2, 2024 To approve, on a non-binding, advisory basis, the compensation that will or may become payable by M.D.C. Holdings, Inc. to its named executive officers in connection with the Merger.
Say-on-Pay
Board For Split
11 FOR, 7 AGAINST
AGAINST
9 funds
MACROGENICS INC. May 21, 2024 To approve the amendment to the MacroGenics, Inc. 2023 Equity Incentive Plan, as disclosed in the proxy materials.
Compensation
Board For Split
14 FOR, 2 AGAINST
FOR
5 funds
MADISON SQUARE GARDEN ENTERTAINMENT CORP. December 6, 2023 Approval of the Company's 2023 Employee Stock Plan.
Compensation
Board For Split
3 FOR, 11 AGAINST
FOR
8 funds
MADISON SQUARE GARDEN ENTERTAINMENT CORP. December 6, 2023 Approval of the Company's 2023 Stock Plan for Non-Employee Directors.
Compensation
Board For Split
3 FOR, 11 AGAINST
FOR
8 funds
MADRIGAL PHARMACEUTICALS INC. June 25, 2024 Advisory vote to approve executive compensation.
Say-on-Pay
Board For Split
35 FOR, 1 AGAINST
AGAINST
5 funds
MADRIGAL PHARMACEUTICALS INC. June 25, 2024 Re-election of Class II directors: Fred B. Craves, Ph.D.
Director Elections
Board For Split
32 FOR, 2 WITHHOLD
WITHHOLD
4 funds
MANHATTAN ASSOCIATES INC. May 23, 2024 Election of Directors: Deepak Raghavan
Director Elections
Board For Split
43 FOR, 1 AGAINST
FOR
12 funds
MARAVAI LIFESCIENCES HOLDINGS INC. May 23, 2024 To elect four nominees to the Board of Directors (3-year term expiring in 2027): Benjamin Daverman
Director Elections
Board For Split
21 FOR, 2 WITHHOLD
FOR
6 funds
MARAVAI LIFESCIENCES HOLDINGS INC. May 23, 2024 To elect four nominees to the Board of Directors (3-year term expiring in 2027): Carl Hull
Director Elections
Board For Split
21 FOR, 2 WITHHOLD
FOR
6 funds
MARAVAI LIFESCIENCES HOLDINGS INC. May 23, 2024 To elect four nominees to the Board of Directors (3-year term expiring in 2027): Constantine Mihas
Director Elections
Board For Split
21 FOR, 2 WITHHOLD
FOR
6 funds
MARAVAI LIFESCIENCES HOLDINGS INC. May 23, 2024 To elect four nominees to the Board of Directors (3-year term expiring in 2027): Susannah Gray
Director Elections
Board For Split
21 FOR, 2 WITHHOLD
FOR
6 funds
MARVELL TECHNOLOGY INC. June 20, 2024 An advisory (non-binding) vote to approve compensation of our named executive officers.
Say-on-Pay
Board For Split
88 FOR, 2 AGAINST
AGAINST
13 funds
MASCO CORP. May 10, 2024 Election of Directors: John C. Plant
Director Elections
Board For Split
16 FOR, 1 AGAINST
AGAINST
15 funds
MATTEL INC. May 29, 2024 Approval of the Mattel, Inc. Amended and Restated 2010 Equity and Long-Term Compensation Plan.
Compensation
Board For Split
19 FOR, 1 AGAINST
FOR
12 funds
MBIA INC. May 2, 2024 To approve, on an advisory basis, executive compensation.
Say-on-Pay
Board For Split
11 FOR, 1 AGAINST
AGAINST
8 funds
MCDONALD'S CORP. May 22, 2024 Advisory Vote to Approve Executive Compensation.
Say-on-Pay
Board For Split
64 FOR, 1 AGAINST
FOR
18 funds
MCEWEN MINING INC. June 27, 2024 To approve the McEwen Mining Inc. 2024 Equity and Incentive Plan.
Compensation
Board For Split
7 FOR, 1 AGAINST
FOR
1 fund
MEDICAL PROPERTIES TRUST INC. May 30, 2024 To approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers.
Say-on-Pay
Board For Split
16 FOR, 2 AGAINST
AGAINST
14 funds
MEDICAL PROPERTIES TRUST INC. May 30, 2024 To elect nine directors: C. Reynolds Thompson, III
Director Elections
Board For Split
16 FOR, 1 AGAINST
AGAINST
13 funds
MERCHANTS BANCORP May 16, 2024 A non-binding, advisory vote on the compensation of the Company's Named Executive Officers.
Say-on-Pay
Board For Split
1 FOR, 13 AGAINST
AGAINST
6 funds
MERCURY SYSTEMS INC. October 25, 2023 To approve our amended and restated 2018 stock incentive plan.
Compensation
Board For Split
3 FOR, 17 AGAINST
FOR
8 funds
METTLER TOLEDO INTERNATIONAL INC. May 9, 2024 ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION
Say-on-Pay
Board For Split
34 FOR, 2 AGAINST
FOR
17 funds
MIDDLESEX WATER CO. May 21, 2024 To provide a non-binding advisory vote to approve named executive officer compensation.
Say-on-Pay
Board For Split
1 FOR, 13 AGAINST
FOR
5 funds
MILLERKNOLL INC. October 16, 2023 Proposal to approve the MillerKnoll, Inc. 2023 Long-Term Incentive Plan.
Compensation
Board For Split
5 FOR, 12 AGAINST
FOR
7 funds
MIMEDX GROUP INC. June 5, 2024 Advisory approval of executive compensation.
Say-on-Pay
Board For Split
4 FOR, 11 AGAINST
AGAINST
6 funds
MISTER CAR WASH INC. May 23, 2024 To approve, on an advisory basis, the compensation paid to the named executive officers of the Company.
Say-on-Pay
Board For Split
15 FOR, 1 AGAINST
FOR
7 funds
MITEK SYSTEMS INC. October 2, 2023 To approve the amendment and restatement of the Mitek Systems, Inc. 2020 Incentive Plan to increase the number of shares reserved for issuance thereunder by 5,108,000 shares;
Compensation
Board For Split
1 FOR, 12 AGAINST
FOR
2 funds
MOBILEYE GLOBAL INC. June 13, 2024 Advisory vote on executive compensation.
Say-on-Pay
Board For Split
13 FOR, 4 AGAINST
FOR
5 funds
MOBILEYE GLOBAL INC. June 13, 2024 Election of Directors: Amnon Shashua
Director Elections
Board For Split
14 FOR, 1 WITHHOLD
FOR
4 funds
MOBILEYE GLOBAL INC. June 13, 2024 Election of Directors: Christine Pambianchi
Director Elections
Board For Split
13 FOR, 2 WITHHOLD
FOR
4 funds
MOBILEYE GLOBAL INC. June 13, 2024 Election of Directors: Christoph Schell
Director Elections
Board For Split
14 FOR, 1 WITHHOLD
FOR
4 funds
MOBILEYE GLOBAL INC. June 13, 2024 Election of Directors: Claire C. McCaskill
Director Elections
Board For Split
14 FOR, 1 WITHHOLD
FOR
4 funds
MOBILEYE GLOBAL INC. June 13, 2024 Election of Directors: Eyal Desheh
Director Elections
Board For Split
14 FOR, 1 WITHHOLD
FOR
4 funds
MOBILEYE GLOBAL INC. June 13, 2024 Election of Directors: Frank D. Yeary
Director Elections
Board For Split
14 FOR, 1 WITHHOLD
FOR
4 funds
MOBILEYE GLOBAL INC. June 13, 2024 Election of Directors: Patrick P. Gelsinger
Director Elections
Board For Split
14 FOR, 1 WITHHOLD
FOR
4 funds
MOBILEYE GLOBAL INC. June 13, 2024 Election of Directors: Saf Yeboah-Amankwah
Director Elections
Board For Split
1 FOR, 14 WITHHOLD
WITHHOLD
4 funds
MODIVCARE INC. June 11, 2024 A non-binding advisory vote to approve named executive officer compensation.
Say-on-Pay
Board For Split
13 FOR, 1 AGAINST
FOR
8 funds
MODIVCARE INC. June 11, 2024 Election of Directors: Leslie V. Norwalk
Director Elections
Board For Split
11 FOR, 2 AGAINST
AGAINST
7 funds
MOELIS & CO. June 6, 2024 2024 Moelis Omnibus Incentive Plan.
Compensation
Board For Split
1 FOR, 12 AGAINST
AGAINST
7 funds
MOOG INC. February 6, 2024 Non-Binding Advisory Vote on Executive Compensation
Say-on-Pay
Board For Split
17 FOR, 2 AGAINST
FOR
9 funds
MORGAN STANLEY May 23, 2024 To approve the compensation of executives as disclosed in the proxy statement (non-binding advisory vote)
Say-on-Pay
Board For Split
61 FOR, 4 AGAINST
AGAINST
17 funds
MP MATERIALS CORP. June 11, 2024 Advisory vote to approve compensation paid to the Company's named executive officers.
Say-on-Pay
Board For Split
14 FOR, 3 AGAINST
AGAINST
7 funds
MUELLER INDUSTRIES INC. May 9, 2024 To approve, on an advisory basis by non-binding vote, executive compensation.
Say-on-Pay
Board For Split
19 FOR, 3 AGAINST
FOR
11 funds
NACCO INDUSTRIES INC. May 15, 2024 Proposal to approve, on an advisory basis, NACCO Industries, Inc.'s Named Executive Officer compensation.
Say-on-Pay
Board For Split
6 FOR, 3 AGAINST
AGAINST
3 funds
NATIONAL BEVERAGE CORP. October 6, 2023 Election of Director: Nick A. Caporella
Director Elections
Board For Split
1 FOR, 15 WITHHOLD
WITHHOLD
10 funds
NATIONAL BEVERAGE CORP. October 6, 2023 To approve executive compensation, by a non-binding advisory vote.
Say-on-Pay
Board For Split
1 FOR, 16 AGAINST
AGAINST
12 funds
NETFLIX INC. June 6, 2024 Advisory approval of named executive officer compensation.
Say-on-Pay
Board For Split
83 FOR, 1 AGAINST
FOR
16 funds
NETGEAR INC. May 30, 2024 Proposal to approve, on a non-binding advisory basis, a resolution approving the compensation of our Named Executive Officers in the Proxy Statement.
Say-on-Pay
Board For Split
3 FOR, 12 AGAINST
FOR
8 funds
NETSCOUT SYSTEMS INC. September 14, 2023 To approve the NetScout Systems, Inc. 2019 Equity Incentive Plan, as amended.
Compensation
Board For Split
2 FOR, 15 AGAINST
AGAINST
7 funds
NEWELL BRANDS INC. May 9, 2024 Advisory resolution to approve named executive officer compensation.
Say-on-Pay
Board For Split
22 FOR, 2 AGAINST
AGAINST
12 funds
NEWMARK GROUP INC. October 5, 2023 Approval, on an advisory basis, of executive compensation.
Say-on-Pay
Board For Split
1 FOR, 18 AGAINST
AGAINST
9 funds
NEXPOINT REAL ESTATE FINANCE INC. May 7, 2024 To elect seven directors to serve until the 2025 annual meeting of stockholders: Arthur Laffer
Director Elections
Board For Split
6 FOR, 1 WITHHOLD
FOR
2 funds
NEXPOINT REAL ESTATE FINANCE INC. May 7, 2024 To elect seven directors to serve until the 2025 annual meeting of stockholders: Edward Constantino
Director Elections
Board For Split
6 FOR, 1 WITHHOLD
FOR
2 funds
NEXSTAR MEDIA GROUP INC. June 18, 2024 To conduct an advisory vote on the compensation of our Named Executive Officers.
Say-on-Pay
Board For Split
23 FOR, 24 AGAINST
AGAINST
14 funds
NEXTGEN HEALTHCARE INC. August 22, 2023 Amendment and Restatement of NextGen Healthcare, Inc. 2015 Equity Incentive Plan.
Compensation
Board For Split
15 FOR, 2 AGAINST
FOR
9 funds
NEXTRACKER INC. September 20, 2023 The approval, on an advisory basis, of the compensation of our named executive officers; and
Say-on-Pay
Board For Split
22 FOR, 1 AGAINST
FOR
6 funds
NICOLET BANKSHARES INC. May 20, 2024 Approval, on a non-binding advisory basis, of the compensation paid to Nicolet's named executive officers.
Say-on-Pay
Board For Split
11 FOR, 5 AGAINST
AGAINST
5 funds
NICOLET BANKSHARES INC. May 20, 2024 Election of Directors: Donald J. Long, Jr.
Director Elections
Board For Split
11 FOR, 4 WITHHOLD
WITHHOLD
4 funds
NICOLET BANKSHARES INC. May 20, 2024 Election of Directors: John N. Dykema
Director Elections
Board For Split
11 FOR, 4 WITHHOLD
WITHHOLD
4 funds
NICOLET BANKSHARES INC. May 20, 2024 Election of Directors: Susan L. Merkatoris
Director Elections
Board For Split
11 FOR, 4 WITHHOLD
WITHHOLD
4 funds
NIKOLA CORP. June 5, 2024 The approval, on a non-binding advisory basis, of the compensation paid by us to our named executive officers as disclosed in the Proxy Statement.
Say-on-Pay
Board For Split
1 FOR, 14 AGAINST
AGAINST
5 funds
NORFOLK SOUTHERN CORP. May 9, 2024 Approval of the advisory resolution on executive compensation, as disclosed in the Norfolk Southern's proxy statement for the 2024 Annual Meeting.
Say-on-Pay
Board Contested Split
9 FOR, 1 AGAINST, 1 ABSTAIN
AGAINST
14 funds
NORTHERN OIL & GAS INC. May 23, 2024 To approve, on an advisory basis, the compensation paid to our named executive officers.
Say-on-Pay
Board For Split
31 FOR, 1 AGAINST
FOR
9 funds
NORTHWEST PIPE CO. June 13, 2024 Election of Directors: Richard Roman, for a three-year term, expiring 2027
Director Elections
Board For Split
11 FOR, 1 WITHHOLD
FOR
2 funds
NORWEGIAN CRUISE LINE HOLDINGS LTD. June 13, 2024 Election of Class II Directors: Mary E. Landry
Director Elections
Board For Split
20 FOR, 1 AGAINST
FOR
13 funds
NORWEGIAN CRUISE LINE HOLDINGS LTD. June 13, 2024 Election of Class II Directors: Stella David
Director Elections
Board For Split
20 FOR, 1 AGAINST
FOR
13 funds
NOV INC. May 15, 2024 To approve, on an advisory basis, the compensation of our named executive officers.
Say-on-Pay
Board For Split
25 FOR, 1 AGAINST
FOR
13 funds
NOVAVAX INC. July 11, 2023 Amendment and restatement of the Novavax, Inc. Amended and Restated 2015 Stock Incentve Plan, as amended to increase the number of shares of common stock available for issuance thereunder by 6,170,000 shares.
Compensation
Board For Split
1 FOR, 15 AGAINST
FOR
5 funds
NURIX THERAPEUTICS INC. May 20, 2024 To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers as disclosed in the Proxy Statement.
Say-on-Pay
Board For Split
13 FOR, 4 AGAINST
FOR
6 funds
OLD REPUBLIC INTERNATIONAL CORP. May 23, 2024 Election of Directors: Steven R. Walker
Director Elections
Board For Split
29 FOR, 1 AGAINST
FOR
12 funds
OMNICOM GROUP INC. May 7, 2024 Advisory resolution to approve executive compensation.
Say-on-Pay
Board For Split
23 FOR, 1 AGAINST
FOR
16 funds
OPTIMIZERX CORP. June 5, 2024 Advisory approval of the compensation of OptimizeRx's named executive officers.
Say-on-Pay
Board For Split
11 FOR, 2 AGAINST
AGAINST
3 funds
OPTIMIZERX CORP. June 5, 2024 Amendment to OptimizeRx Corporation 2021 Equity Incentive Plan to increase the aggregate number of shares of common stock available for awards by 1,950,000 shares to 4,450,000 shares.
Compensation
Board For Split
11 FOR, 1 AGAINST
FOR
2 funds
OPTIMIZERX CORP. June 5, 2024 Election of Directors: James Lang
Director Elections
Board For Split
11 FOR, 1 WITHHOLD
WITHHOLD
2 funds
OPTIMIZERX CORP. June 5, 2024 Election of Directors: Lynn O'Connor Vos
Director Elections
Board For Split
11 FOR, 1 WITHHOLD
WITHHOLD
2 funds
OPTION CARE HEALTH INC. May 15, 2024 To approve, on a non-binding advisory basis, our executive compensation.
Say-on-Pay
Board For Split
22 FOR, 2 AGAINST
AGAINST
13 funds
ORACLE CORP. November 15, 2023 Approve an Amendment to the Oracle Corporation Amended and Restated 2020 Equity Incentive Plan
Compensation
Board For Split
41 FOR, 21 AGAINST
AGAINST
13 funds
ORGANOGENESIS HOLDINGS INC. June 20, 2024 Approval of an amendment to our 2018 Equity Incentive Plan to increase the number of shares of Class A common stock reserved for issuance thereunder by 15,900,000 shares.
Compensation
Board For Split
13 FOR, 2 AGAINST
FOR
5 funds
ORGANON & CO. June 4, 2024 Approve, on a non-binding advisory basis, the compensation of Organon's Named Executive Officers.
Say-on-Pay
Board For Split
24 FOR, 1 AGAINST
FOR
14 funds
OSCAR HEALTH INC. June 6, 2024 Approval, on an advisory (non-binding) basis, of the compensation of our named executive officers.
Say-on-Pay
Board For Split
3 FOR, 12 AGAINST
AGAINST
5 funds
OSI SYSTEMS INC. December 12, 2023 Approval of Amendment to the Amended and Restated OSI Systems, Inc. 2012 Incentive Award Plan.
Compensation
Board For Split
3 FOR, 13 AGAINST
FOR
8 funds
OWENS CORNING April 18, 2024 To approve, on an advisory basis, our named executive officer compensation.
Say-on-Pay
Board For Split
38 FOR, 2 AGAINST
FOR
14 funds
P10 INC. June 14, 2024 Approval of amendment to the 2021 Incentive Plan to increase the number of shares issuable under the 2021 plan by 11,000,000 shares.
Compensation
Board For Split
12 FOR, 3 AGAINST
FOR
2 funds
PALO ALTO NETWORKS INC. December 12, 2023 To approve an amendment to the 2021 Palo Alto Networks, Inc. Equity Incentive Plan.
Compensation
Board For Split
15 FOR, 34 AGAINST
FOR
13 funds
PALO ALTO NETWORKS INC. December 12, 2023 To approve, on an advisory basis, the compensation of our named executive officers.
Say-on-Pay
Board For Split
49 FOR, 2 AGAINST
AGAINST
15 funds
PARAMOUNT GROUP INC. May 16, 2024 Approval, on a non-binding advisory basis, of our named executive officer compensation.
Say-on-Pay
Board For Split
1 FOR, 15 AGAINST
AGAINST
10 funds
PARKER-HANNIFIN CORP. October 25, 2023 Approval of the Parker-Hannifin Corporation 2023 Omnibus Stock Incentive Plan.
Compensation
Board For Split
47 FOR, 16 AGAINST
FOR
16 funds
PARKER-HANNIFIN CORP. October 25, 2023 Approval of, on a non-binding, advisory basis, the compensation of our Named Executive Officers.
Say-on-Pay
Board For Split
64 FOR, 1 AGAINST
FOR
19 funds
PEGASYSTEMS INC. June 18, 2024 To approve, by a non-binding advisory vote, the compensation of our named executive officers.
Say-on-Pay
Board For Split
19 FOR, 13 AGAINST
FOR
9 funds
PENN ENTERTAINMENT INC. June 4, 2024 Approval, on an advisory basis, of the compensation paid to the Company's named executive officers.
Say-on-Pay
Board For Split
16 FOR, 19 AGAINST
AGAINST
10 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.