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 |
|---|---|---|---|---|---|---|
| WARNER BROS. DISCOVERY INC. | June 3, 2024 | To vote on an advisory resolution to approve the 2023 compensation of Warner Bros. Discovery, Inc.'s named executive officers, commonly referred to as a "Say-on-Pay" vote. Say-on-Pay |
Board | For | Split 1 FOR, 34 AGAINST |
AGAINST 15 funds |
| WARRIOR MET COAL INC. | April 25, 2024 | MANAGEMENT PROPOSAL: To approve, on an advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | Contested | Split 17 FOR, 2 AGAINST |
FOR 8 funds |
| WAVE LIFE SCIENCES LTD. | August 1, 2023 | To authorize the Board of Directors to allot and issue Ordinary Shares of Wave Life Sciences Ltd. Capital Structure |
Board | For | Split 3 FOR, 9 AGAINST |
FOR 1 fund |
| WEATHERFORD INTERNATIONAL PLC | June 12, 2024 | To grant the Board the power to opt-out of statutory preemption rights under Irish law. Capital Structure |
Board | For | Split 31 FOR, 1 AGAINST |
FOR 11 funds |
| WESBANCO INC. | April 17, 2024 | To approve an advisory (non-binding) vote on executive compensation paid to Wesbanco's named executive officers. Say-on-Pay |
Board | For | Split 20 FOR, 1 AGAINST |
FOR 9 funds |
| WHEELS UP EXPERIENCE INC. | June 6, 2024 | Approval of an amendment to the Wheels Up Experience Inc. 2021 Long-Term Incentive Plan, as amended and restated April 1, 2023, to increase the aggregate number of shares of the Company's Class A common stock, $0.0001 par value per share ("Common Stock"), available for awards made thereunder and extend the termination date of such plan to April 15, 2034. Compensation |
Board | For | Split 3 FOR, 2 AGAINST |
AGAINST 1 fund |
| WIDEOPENWEST INC. | May 9, 2024 | Election of Directors: Phil Seskin Director Elections |
Board | For | Split 10 FOR, 1 AGAINST |
FOR 7 funds |
| WILLIAMS-SONOMA INC. | May 29, 2024 | Election of Directors: William Ready Director Elections |
Board | For | Split 61 FOR, 1 AGAINST |
AGAINST 13 funds |
| WORKDAY INC. | June 18, 2024 | To approve, on an advisory basis, the compensation of our named executive officers as disclosed in the Proxy Statement. Say-on-Pay |
Board | For | Split 36 FOR, 15 AGAINST |
AGAINST 12 funds |
| WORKIVA INC. | May 30, 2024 | Election of Directors: Robert H. Herz Director Elections |
Board | For | Split 10 FOR, 10 WITHHOLD |
WITHHOLD 6 funds |
| WW INTERNATIONAL INC. | May 9, 2024 | Advisory vote to approve the Company's named executive officer compensation. Say-on-Pay |
Board | For | Split 1 FOR, 12 AGAINST |
AGAINST 5 funds |
| XP INC. | May 24, 2024 | Approval of the appointment of Melissa Werneck as an independent director. Director Elections |
Board | For | Split 30 FOR, 1 AGAINST |
FOR 6 funds |
| XP INC. | May 24, 2024 | Approval of the reappointment of Gabriel Klas da Rocha Leal as a director. Director Elections |
Board | For | Split 18 FOR, 12 AGAINST |
FOR 6 funds |
| XP INC. | May 24, 2024 | Approval of the reappointment of Guilherme Dias Fernandes Benchimol as a director. Director Elections |
Board | For | Split 19 FOR, 12 AGAINST |
FOR 6 funds |
| ZEBRA TECHNOLOGIES CORP. | May 9, 2024 | Advisory vote to approve Named Executive Officers' compensation. Say-on-Pay |
Board | Not determined | Split 21 FOR, 2 AGAINST |
AGAINST 16 funds |
| ZEDGE INC. | January 17, 2024 | Election of Directors: Michael Jonas Director Elections |
Board | For | Split 2 FOR, 3 AGAINST |
FOR 1 fund |
| ZENTALIS PHARMACEUTICALS INC. | June 21, 2024 | To approve, on an advisory (non-binding) basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | Split 1 FOR, 41 AGAINST |
AGAINST 5 funds |
| ZILLOW GROUP INC. | June 3, 2024 | Advisory vote to Approve the compensation of our named executive officers. Say-on-Pay |
Board | For | Split 4 FOR, 18 AGAINST |
AGAINST 2 funds |
| ZOOM VIDEO COMMUNICATIONS INC. | June 13, 2024 | Approve, on an advisory non-binding basis, the compensation of our named executive officers as disclosed in our proxy statement. Say-on-Pay |
Board | For | Split 18 FOR, 35 AGAINST |
AGAINST 12 funds |
| ZSCALER INC. | January 5, 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 |
AGAINST 9 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.