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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

992 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
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
PENSKE AUTOMOTIVE GROUP INC. May 9, 2024 Election of Directors: Greg Smith
Director Elections
Board Not determined Split
16 FOR, 1 WITHHOLD
FOR
12 funds
PENSKE AUTOMOTIVE GROUP INC. May 9, 2024 Election of Directors: Kimberly McWaters
Director Elections
Board Not determined Split
17 FOR, 1 WITHHOLD
WITHHOLD
12 funds
PENSKE AUTOMOTIVE GROUP INC. May 9, 2024 Election of Directors: Ronald Steinhart
Director Elections
Board Not determined Split
16 FOR, 1 WITHHOLD
FOR
12 funds
PENTAIR PLC May 7, 2024 To approve, by nonbinding, advisory vote, the compensation of the named executive officers.
Say-on-Pay
Board For Split
35 FOR, 1 AGAINST
FOR
15 funds
PERIMETER SOLUTIONS SA May 23, 2024 To approve the compensation of certain of the non-employee independent directors of the Company for 2023;
Compensation
Board For Split
11 FOR, 1 AGAINST
FOR
7 funds
PGT INNOVATIONS INC. March 18, 2024 To approve on an advisory (non-binding) basis the compensation that may be paid or become payable to PGTI's named executive officers that is based on or otherwise relates to the merger (referred to as the "merger-related compensation proposal");
Say-on-Pay
Board For Split
2 FOR, 13 AGAINST
FOR
8 funds
PHINIA INC. May 9, 2024 Advisory approval of the compensation of our Named Executive Officers.
Say-on-Pay
Board Not determined Split
18 FOR, 1 AGAINST
FOR
11 funds
PHYSICIANS REALTY TRUST February 21, 2024 Proposal to approve, by advisory (non-binding) vote, the compensation that may be paid or become payable to the named executive officers of Physicians Realty Trust in connection with the Company Merger; and
Say-on-Pay
Board For Split
5 FOR, 14 AGAINST
AGAINST
11 funds
PIEDMONT LITHIUM INC. June 13, 2024 Approval of, on a non-binding, advisory basis, the compensation of our named executive officers.
Say-on-Pay
Board For Split
2 FOR, 12 AGAINST
AGAINST
6 funds
PINTEREST INC. May 23, 2024 Approve, on a non-binding advisory basis, the compensation of our named executive officers.
Say-on-Pay
Board For Split
13 FOR, 1 AGAINST
AGAINST
14 funds
PIONEER NATURAL RESOURCES CO. February 7, 2024 The Advisory Compensation Proposal: To approve, on an advisory basis, the compensation that may be paid or become payable to Pioneer's named executive officers that is based on or otherwise related to the merger.
Say-on-Pay
Board For Split
15 FOR, 16 AGAINST
AGAINST
14 funds
PLANET LABS PBC July 11, 2023 To elect the following individuals to serve on the board of directors of Planet Labs PBC in the class indicated below, until the annual meeting of stockholders indicated below and until their respective successors shall have been duly elected and qualified: Niccolo de Masi (Class II, with term ending at the 2026 annual meeting of stockholders)
Director Elections
Board For Split
1 FOR, 11 WITHHOLD
WITHHOLD
4 funds
PLIANT THERAPEUTICS INC. June 13, 2024 To approve, by non-binding advisory vote, the resolution approving named executive officer compensation.
Say-on-Pay
Board For Split
5 FOR, 12 AGAINST
AGAINST
5 funds
POOL CORP. May 1, 2024 Say-on-pay vote: Advisory vote to approve the compensation of our named executive officers as disclosed in the proxy statement.
Say-on-Pay
Board Not determined Split
28 FOR, 1 AGAINST
FOR
15 funds
PRAXIS PRECISION MEDICINES INC. June 5, 2024 Election of Class I Directors to serve until the 2027 Annual Meeting of Stockholders, and until their respective successors have been duly elected and qualified: Dean Mitchell
Director Elections
Board For Split
4 FOR, 1 WITHHOLD
FOR
1 fund
PRAXIS PRECISION MEDICINES INC. June 5, 2024 To approve, on an advisory (non-binding) basis, the compensation of the named executive officers as disclosed in the Company's proxy statement for the 2024 Annual Meeting of Stockholders pursuant to the applicable compensation disclosure rules of the SEC, including the compensation tables and narrative discussion.
Say-on-Pay
Board For Split
4 FOR, 2 AGAINST
AGAINST
2 funds
PROLOGIS INC. May 9, 2024 Advisory Vote to Approve the Company's Executive Compensation for 2023.
Say-on-Pay
Board For Split
22 FOR, 50 AGAINST
FOR
17 funds
PROLOGIS INC. May 9, 2024 Election of Directors: David P. O'Connor
Director Elections
Board For Split
21 FOR, 49 AGAINST
FOR
15 funds
PROLOGIS INC. May 9, 2024 Election of Directors: George L. Fotiades
Director Elections
Board For Split
21 FOR, 49 AGAINST
FOR
15 funds
PROLOGIS INC. May 9, 2024 Election of Directors: Olivier Piani
Director Elections
Board For Split
21 FOR, 49 AGAINST
FOR
15 funds
PROSPERITY BANCSHARES INC. April 16, 2024 Advisory approval of the compensation of the Company's named executive officers (Say-On-Pay).
Say-on-Pay
Board For Split
15 FOR, 3 AGAINST
FOR
13 funds
PROTAGONIST THERAPEUTICS INC. June 20, 2024 To approve, on an advisory basis, the compensation of our named executive officers.
Say-on-Pay
Board For Split
15 FOR, 4 AGAINST
FOR
6 funds
PRUDENTIAL FINANCIAL INC. May 14, 2024 Advisory vote to approve named executive officer compensation.
Say-on-Pay
Board For Split
21 FOR, 1 AGAINST
FOR
14 funds
PULMONX CORP. May 16, 2024 To conduct a non-binding advisory vote to approve our executive compensation.
Say-on-Pay
Board For Split
12 FOR, 15 AGAINST
AGAINST
5 funds
PURE STORAGE INC. June 12, 2024 An advisory vote on our named executive officer compensation.
Say-on-Pay
Board For Split
14 FOR, 20 AGAINST
AGAINST
14 funds
PURPLE INNOVATION INC. June 11, 2024 Election of Directors: Claudia Hollingsworth
Director Elections
Board For Split
12 FOR, 2 AGAINST
FOR
4 funds
PURPLE INNOVATION INC. June 11, 2024 Election of Directors: Erika Serow
Director Elections
Board For Split
12 FOR, 2 AGAINST
FOR
4 funds
PURPLE INNOVATION INC. June 11, 2024 Election of Directors: Gary T. DiCamillo
Director Elections
Board For Split
11 FOR, 3 AGAINST
FOR
4 funds

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How items are matched and positions counted: see the comparison table and the methodology. Built November 1, 2026 from SEC Form N-PX filings.