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
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.
| Company | Meeting | Proposal | On the ballot from | Board recommended | Fidelity | Charles Schwab |
|---|---|---|---|---|---|---|
| STURM, RUGER & COMPANY INC. | May 30, 2024 | Election of Directors: Amir P. Rosenthal Director Elections |
Board | For | Split 13 FOR, 1 WITHHOLD |
FOR 7 funds |
| STURM, RUGER & COMPANY INC. | May 30, 2024 | Election of Directors: Rebecca S. Halstead Director Elections |
Board | For | Split 13 FOR, 1 WITHHOLD |
FOR 7 funds |
| STURM, RUGER & COMPANY INC. | May 30, 2024 | Election of Directors: Sandra S. Froman Director Elections |
Board | For | Split 12 FOR, 2 WITHHOLD |
FOR 7 funds |
| SUN COMMUNITIES INC. | May 14, 2024 | To approve, by a non-binding advisory vote, executive compensation. Say-on-Pay |
Board | For | Split 50 FOR, 1 AGAINST |
FOR 16 funds |
| SUPER GROUP (SGHC) LTD. | June 10, 2024 | Elect Director Jonathan Jossel Director Elections |
Board | For | Split 3 FOR, 3 AGAINST |
FOR 1 fund |
| SUPER MICRO COMPUTER INC. | January 22, 2024 | To approve the further amendment and restatement of the Super Micro Computer, Inc. 2020 Equity and Incentive Compensation Plan. Compensation |
Board | For | Split 1 FOR, 26 AGAINST |
AGAINST 11 funds |
| SURFACE ONCOLOGY INC. | September 7, 2023 | To approve, on an advisory (non-binding) basis, the compensation that will or may be paid to Surface's named executive officers in connection with the Mergers. Say-on-Pay |
Board | For | Split 3 FOR, 4 AGAINST |
AGAINST 2 funds |
| SYNCHRONY FINANCIAL | June 11, 2024 | Advisory Vote to Approve Named Executive Officer Compensation. Say-on-Pay |
Board | For | Split 26 FOR, 1 AGAINST |
FOR 14 funds |
| TABULA RASA HEALTHCARE INC. | October 31, 2023 | To approve by advisory (non-binding vote), the compensation that may be paid or become payable to our named executive officers in connection with the consummation of the merger. Say-on-Pay |
Board | For | Split 1 FOR, 4 AGAINST |
FOR 2 funds |
| TAKE-TWO INTERACTIVE SOFTWARE INC. | September 21, 2023 | Approval of an amendment and restatement of the Amended and Restated Take-Two Interactive Software, Inc. 2017 Stock Incentive Plan. Compensation |
Board | For | Split 19 FOR, 20 AGAINST |
FOR 13 funds |
| TANDEM DIABETES CARE INC. | May 22, 2024 | To approve the Company's 2023 Long-Term Incentive Plan, as amended, to increase the number of shares authorized for issuance under the plan. Compensation |
Board | For | Split 21 FOR, 4 AGAINST |
FOR 6 funds |
| TANGER INC. | May 17, 2024 | Election of Directors: Luis A. Ubinas Director Elections |
Board | For | Split 28 FOR, 1 AGAINST |
FOR 11 funds |
| TECHTARGET INC. | June 4, 2024 | Election of Directors: Bruce Levenson Director Elections |
Board | For | Split 13 FOR, 10 AGAINST |
AGAINST 4 funds |
| TECHTARGET INC. | June 4, 2024 | Election of Directors: Robert D. Burke Director Elections |
Board | For | Split 13 FOR, 10 AGAINST |
FOR 4 funds |
| TECHTARGET INC. | June 4, 2024 | To approve an advisory (non-binding) resolution to approve the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | Split 1 FOR, 23 AGAINST |
AGAINST 5 funds |
| TEJON RANCH CO. | May 14, 2024 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | Split 9 FOR, 1 AGAINST |
AGAINST 5 funds |
| TEJON RANCH CO. | May 14, 2024 | Election of Directors: Daniel R. Tisch Director Elections |
Board | For | Split 7 FOR, 2 WITHHOLD |
FOR 4 funds |
| TEJON RANCH CO. | May 14, 2024 | Election of Directors: Michael H. Winer Director Elections |
Board | For | Split 7 FOR, 2 WITHHOLD |
WITHHOLD 4 funds |
| TEJON RANCH CO. | May 14, 2024 | Election of Directors: Norman J. Metcalfe Director Elections |
Board | For | Split 7 FOR, 2 WITHHOLD |
FOR 4 funds |
| TEJON RANCH CO. | May 14, 2024 | Election of Directors: Steven A. Betts Director Elections |
Board | For | Split 6 FOR, 3 WITHHOLD |
FOR 4 funds |
| TELEDYNE TECHNOLOGIES INC. | April 24, 2024 | Approval of a non-binding advisory resolution on the Company's 2023 executive compensation Say-on-Pay |
Board | For | Split 22 FOR, 1 AGAINST |
FOR 14 funds |
| TELEFLEX INC. | May 3, 2024 | Approval, on an advisory basis, of named executive officer compensation. Say-on-Pay |
Board | For | Split 19 FOR, 4 AGAINST |
FOR 15 funds |
| TELEFLEX INC. | May 3, 2024 | Election of Directors: Candace H. Duncan Director Elections |
Board | For | Split 19 FOR, 3 AGAINST |
FOR 14 funds |
| TELEFLEX INC. | May 3, 2024 | Election of Directors: Gretchen R. Haggerty Director Elections |
Board | For | Split 19 FOR, 3 AGAINST |
FOR 14 funds |
| TELEFLEX INC. | May 3, 2024 | Election of Directors: Jaewon Ryu Director Elections |
Board | For | Split 19 FOR, 3 AGAINST |
FOR 14 funds |
| TELEFLEX INC. | May 3, 2024 | Election of Directors: Liam J. Kelly Director Elections |
Board | For | Split 19 FOR, 3 AGAINST |
FOR 14 funds |
| TELEFLEX INC. | May 3, 2024 | Election of Directors: Stephen K. Klasko Director Elections |
Board | For | Split 18 FOR, 4 AGAINST |
AGAINST 14 funds |
| TELEFLEX INC. | May 3, 2024 | Election of Directors: Stuart A. Randle Director Elections |
Board | For | Split 19 FOR, 3 AGAINST |
FOR 14 funds |
| TELLURIAN INC. | June 5, 2024 | To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | Split 1 FOR, 12 AGAINST |
FOR 5 funds |
| TERADATA CORP. | May 14, 2024 | Approval of the Teradata 2023 Stock Incentive Plan, as Amended and Restated. Compensation |
Board | For | Split 18 FOR, 5 AGAINST |
FOR 10 funds |
| TERRENO REALTY CORP. | May 7, 2024 | Election of Directors: Dennis Polk Director Elections |
Board | For | Split 34 FOR, 1 AGAINST |
AGAINST 11 funds |
| TESLA INC. | June 13, 2024 | A Tesla proposal to approve executive compensation on a non-binding advisory basis. Say-on-Pay |
Board | For | Split 60 FOR, 1 AGAINST |
FOR 16 funds |
| TESLA INC. | June 13, 2024 | A Tesla proposal to approve the redomestication of Tesla from Delaware to Texas by conversion. Extraordinary Transactions |
Board | For | Split 17 FOR, 42 AGAINST |
AGAINST 14 funds |
| TEXAS CAPITAL BANCSHARES INC. | April 16, 2024 | Election of Directors: Thomas E. Long Director Elections |
Board | For | Split 13 FOR, 1 WITHHOLD |
FOR 7 funds |
| TEXAS ROADHOUSE INC. | May 16, 2024 | Say on Pay - An Advisory Vote on the Approval of Executive Compensation. Say-on-Pay |
Board | For | Split 26 FOR, 1 AGAINST |
AGAINST 13 funds |
| TFS FINANCIAL CORP. | February 22, 2024 | Advisory vote on compensation of named Executive Officers. Say-on-Pay |
Board | For | Split 1 FOR, 16 AGAINST |
AGAINST 7 funds |
| TFS FINANCIAL CORP. | February 22, 2024 | Election of Directors: ANTHONY J. ASHER Director Elections |
Board | For | Split 15 FOR, 1 AGAINST |
AGAINST 6 funds |
| TFS FINANCIAL CORP. | February 22, 2024 | Election of Directors: MEREDITH S. WEIL Director Elections |
Board | For | Split 1 FOR, 15 AGAINST |
AGAINST 6 funds |
| TG THERAPEUTICS INC. | June 14, 2024 | An advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | Split 5 FOR, 16 AGAINST |
AGAINST 6 funds |
| TG THERAPEUTICS INC. | June 14, 2024 | To approve an amendment to our Certificate of Incorporation to increase the number of authorized shares of common stock from 175,000,000 to 190,000,000. Capital Structure |
Board | For | Split 16 FOR, 3 AGAINST |
FOR 5 funds |
| THERMO FISHER SCIENTIFIC INC. | May 22, 2024 | An advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | Split 96 FOR, 3 AGAINST |
FOR 18 funds |
| TITAN INTERNATIONAL INC. | June 13, 2024 | To approve, in a non-binding advisory vote, the 2023 compensation paid to the Company's named executive officers. Say-on-Pay |
Board | For | Split 3 FOR, 11 AGAINST |
FOR 8 funds |
| TORO CO. | March 19, 2024 | Approval of, on an advisory basis, our executive compensation. Say-on-Pay |
Board | For | Split 23 FOR, 1 AGAINST |
FOR 13 funds |
| TPG INC. | June 5, 2024 | Election of Directors: Deborah Messemer Director Elections |
Board | For | Split 19 FOR, 2 WITHHOLD |
FOR 9 funds |
| TPG INC. | June 5, 2024 | Election of Directors: Gunther Bright Director Elections |
Board | For | Split 20 FOR, 1 WITHHOLD |
FOR 9 funds |
| TPG INC. | June 5, 2024 | Election of Directors: Mary Cranston Director Elections |
Board | For | Split 1 FOR, 20 WITHHOLD |
WITHHOLD 9 funds |
| TRANSDIGM GROUP INC. | March 7, 2024 | Approval, on an advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | Split 62 FOR, 1 AGAINST |
AGAINST 16 funds |
| TRANSMEDICS GROUP INC. | May 23, 2024 | Election of Directors: Edward M. Basile Director Elections |
Board | For | Split 39 FOR, 1 AGAINST |
FOR 4 funds |
| TRANSOCEAN LTD. | May 16, 2024 | Advisory Vote to Approve Named Executive Officer Compensation for Fiscal Year 2024 Say-on-Pay |
Board | For | Split 2 FOR, 1 AGAINST |
FOR 10 funds |
| TTEC HOLDINGS INC. | May 22, 2024 | Approval of an Amendment to the TTEC 2020 Equity Incentive Plan. Compensation |
Board | For | Split 14 FOR, 1 AGAINST |
FOR 7 funds |
| TYSON FOODS INC. | February 8, 2024 | Election of Directors: Barbara A. Tyson Director Elections |
Board | For | Split 23 FOR, 16 AGAINST |
FOR 14 funds |
| TYSON FOODS INC. | February 8, 2024 | Election of Directors: David J. Bronczek Director Elections |
Board | For | Split 23 FOR, 17 AGAINST |
AGAINST 14 funds |
| TYSON FOODS INC. | February 8, 2024 | Election of Directors: John H. Tyson Director Elections |
Board | For | Split 23 FOR, 16 AGAINST |
FOR 14 funds |
| TYSON FOODS INC. | February 8, 2024 | Election of Directors: Les R. Baledge Director Elections |
Board | For | Split 39 FOR, 1 AGAINST |
FOR 14 funds |
| TYSON FOODS INC. | February 8, 2024 | Election of Directors: Mike Beebe Director Elections |
Board | For | Split 39 FOR, 1 AGAINST |
FOR 14 funds |
| UBER TECHNOLOGIES INC. | May 6, 2024 | Election of Directors: David Trujillo Director Elections |
Board | For | Split 1 FOR, 81 AGAINST |
AGAINST 13 funds |
| UDR INC. | May 23, 2024 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | Split 30 FOR, 2 AGAINST |
FOR 19 funds |
| UFP INDUSTRIES INC. | April 24, 2024 | To consider and vote upon a proposal to approve an Amendment to the Company's Articles of Incorporation to authorize an additional 100,000,000 shares of Common Stock. Capital Structure |
Board | For | Split 2 FOR, 25 AGAINST |
AGAINST 11 funds |
| UIPATH INC. | June 20, 2024 | To approve, on a non-binding, advisory basis, the compensation paid to our named executive officers ("say-on-pay vote"). Say-on-Pay |
Board | For | Split 1 FOR, 36 AGAINST |
FOR 11 funds |
| ULTRAGENYX PHARMACEUTICAL INC. | June 18, 2024 | Approval of the Amended and Restated 2023 Incentive Plan. Compensation |
Board | For | Split 16 FOR, 1 AGAINST |
FOR 5 funds |
| UNDER ARMOUR INC. | August 29, 2023 | To approve the Fourth Amended and Restated 2005 Omnibus Long-Term Incentive Plan to increase the number of shares of Class C Common Stock reserved for issuance, among other changes. Compensation |
Board | For | Split 1 FOR, 15 AGAINST |
FOR 9 funds |
| UNDER ARMOUR INC. | August 29, 2023 | To approve, by a non-binding advisory vote, the compensation of executives as disclosed in the "Executive Compensation" section of the proxy statement, including the Compensation Discussion and Analysis and tables. Say-on-Pay |
Board | For | Split 3 FOR, 14 AGAINST |
FOR 10 funds |
| UNITED NATURAL FOODS INC. | December 19, 2023 | To approve the Third Amended and Restated 2020 Equity Incentive Plan. Compensation |
Board | For | Split 11 FOR, 1 AGAINST |
FOR 7 funds |
| UNITED STATES LIME & MINERALS INC. | May 2, 2024 | To approve an amendment to the Restated Articles of Incorporation, as amended, to increase the number of shares of authorized common stock from 30,000,000 to 45,000,000. Capital Structure |
Board | For | Split 1 FOR, 8 AGAINST |
FOR 4 funds |
| UNITED STATES STEEL CORP. | April 12, 2024 | To approve, on an advisory (non-binding) basis, the compensation that may be paid or become payable to United States Steel Corporation's named executive officers that is based on or otherwise relates to the Merger Agreement and the transaction contemplated by the Merger Agreement. Say-on-Pay |
Board | For | Split 21 FOR, 2 AGAINST |
FOR 12 funds |
| UNIVERSAL LOGISTICS HOLDINGS INC. | April 24, 2024 | To approve the 2024 Equity Incentive Plan. Compensation |
Board | For | Split 5 FOR, 12 AGAINST |
FOR 4 funds |
| UPSTART HOLDINGS INC. | May 29, 2024 | The approval, on an advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | Split 13 FOR, 1 AGAINST |
FOR 5 funds |
| VAIL RESORTS INC. | December 6, 2023 | Advisory vote to approve executive compensation. Say-on-Pay |
Board | For | Split 33 FOR, 1 AGAINST |
FOR 15 funds |
| VALARIS LIMITED | June 12, 2024 | To approve on a non-binding advisory basis the compensation of our named executive officers. Say-on-Pay |
Board | For | Split 28 FOR, 1 AGAINST |
FOR 11 funds |
| VALHI INC. | May 23, 2024 | Director Nominees: Loretta J. Feehan Director Elections |
Board | For | Split 6 FOR, 1 WITHHOLD |
FOR 3 funds |
| VALHI INC. | May 23, 2024 | Director Nominees: Michael S. Simmons Director Elections |
Board | For | Split 6 FOR, 1 WITHHOLD |
FOR 3 funds |
| VALHI INC. | May 23, 2024 | Nonbinding advisory vote approving named executive officer compensation. Say-on-Pay |
Board | For | Split 7 FOR, 1 AGAINST |
FOR 4 funds |
| VANDA PHARMACEUTICALS INC. | May 17, 2024 | To elect two Class III Directors: Mihael H. Polymeropoulos, M.D. Director Elections |
Board | For | Split 13 FOR, 2 AGAINST |
FOR 5 funds |
| VANDA PHARMACEUTICALS INC. | May 17, 2024 | To elect two Class III Directors: Phaedra S. Chrousos Director Elections |
Board | For | Split 12 FOR, 3 AGAINST |
FOR 5 funds |
| VAXART INC. | June 11, 2024 | To approve, on a non-binding, advisory basis, the compensation of our named executive officers, as disclosed in the proxy statement. Say-on-Pay |
Board | For | Split 1 FOR, 9 AGAINST |
AGAINST 2 funds |
| VENTAS INC. | May 14, 2024 | Approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | Split 52 FOR, 1 AGAINST |
FOR 17 funds |
| VENTAS INC. | May 14, 2024 | Election of Directors: Debra A. Cafaro Director Elections |
Board | For | Split 18 FOR, 33 AGAINST |
FOR 16 funds |
| VENTAS INC. | May 14, 2024 | Election of Directors: Marguerite M. Nader Director Elections |
Board | For | Split 18 FOR, 33 AGAINST |
FOR 16 funds |
| VENTAS INC. | May 14, 2024 | Election of Directors: Matthew J. Lustig Director Elections |
Board | For | Split 18 FOR, 33 AGAINST |
FOR 16 funds |
| VENTAS INC. | May 14, 2024 | Election of Directors: Melody C. Barnes Director Elections |
Board | For | Split 18 FOR, 33 AGAINST |
FOR 16 funds |
| VENTAS INC. | May 14, 2024 | Election of Directors: Roxanne M. Martino Director Elections |
Board | For | Split 18 FOR, 33 AGAINST |
FOR 16 funds |
| VENTAS INC. | May 14, 2024 | Election of Directors: Sean P. Nolan Director Elections |
Board | For | Split 18 FOR, 33 AGAINST |
FOR 16 funds |
| VENTAS INC. | May 14, 2024 | Election of Directors: Walter C. Rakowich Director Elections |
Board | For | Split 18 FOR, 33 AGAINST |
FOR 16 funds |
| VERITEX HOLDINGS INC. | May 15, 2024 | Advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | Split 14 FOR, 1 AGAINST |
FOR 8 funds |
| VERITONE INC. | June 13, 2024 | Hold an advisory vote to approve executive compensation. Say-on-Pay |
Board | For | Split 11 FOR, 1 AGAINST |
FOR 2 funds |
| VERRA MOBILITY CORP. | May 21, 2024 | Approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | Split 22 FOR, 1 AGAINST |
FOR 8 funds |
| VERVE THERAPEUTICS INC. | June 6, 2024 | Approval, on an advisory basis, of the compensation paid to our named executive officers. Say-on-Pay |
Board | For | Split 25 FOR, 1 AGAINST |
FOR 5 funds |
| VIATRIS INC. | December 15, 2023 | Approval of, on a non-binding advisory basis, the 2022 compensation of the named executive officers of the Company. Say-on-Pay |
Board | For | Split 22 FOR, 4 AGAINST |
FOR 17 funds |
| VICTORY CAPITAL HOLDINGS INC. | May 8, 2024 | Election of Class III Directors: David C. Brown Director Elections |
Board | For | Split 16 FOR, 1 AGAINST |
FOR 5 funds |
| VICTORY CAPITAL HOLDINGS INC. | May 8, 2024 | Election of Class III Directors: Richard M. DeMartini Director Elections |
Board | For | Split 14 FOR, 3 AGAINST |
AGAINST 5 funds |
| VIR BIOTECHNOLOGY INC. | May 29, 2024 | To approve, on an advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | Split 3 FOR, 13 AGAINST |
AGAINST 8 funds |
| VITESSE ENERGY INC. | May 2, 2024 | Election of Directors: Brian P. Friedman Director Elections |
Board | For | Split 15 FOR, 1 AGAINST |
AGAINST 2 funds |
| VITESSE ENERGY INC. | May 2, 2024 | Election of Directors: Daniel J. O'Leary Director Elections |
Board | For | Split 12 FOR, 4 AGAINST |
FOR 2 funds |
| VITESSE ENERGY INC. | May 2, 2024 | Election of Directors: Linda L. Adamany Director Elections |
Board | For | Split 13 FOR, 3 AGAINST |
FOR 2 funds |
| VITESSE ENERGY INC. | May 2, 2024 | Election of Directors: Randy I. Stein Director Elections |
Board | For | Split 13 FOR, 3 AGAINST |
FOR 2 funds |
| VIZIO HOLDING CORP. | June 12, 2024 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | Split 14 FOR, 1 AGAINST |
FOR 6 funds |
| VMWARE INC. | July 13, 2023 | Election of Directors: Egon Durban Director Elections |
Board | For | Split 1 FOR, 18 AGAINST |
FOR 11 funds |
| VORNADO REALTY TRUST | May 23, 2024 | NON-BINDING, ADVISORY RESOLUTION ON EXECUTIVE COMPENSATION. Say-on-Pay |
Board | For | Split 2 FOR, 17 AGAINST |
AGAINST 14 funds |
| WALGREENS BOOTS ALLIANCE INC. | January 25, 2024 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | Split 23 FOR, 1 AGAINST |
AGAINST 15 funds |
| WARNER BROS. DISCOVERY INC. | June 3, 2024 | To approve the amended and restated Warner Bros. Discovery, Inc. Stock Incentive Plan. Compensation |
Board | For | Split 19 FOR, 15 AGAINST |
FOR 13 funds |
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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.