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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
10X GENOMICS INC. June 11, 2024 A vote to approve, on a non-binding, advisory basis, the compensation of our named executive officers; and
Say-on-Pay
Board For Split
26 FOR, 17 AGAINST
AGAINST
9 funds
10X GENOMICS INC. June 11, 2024 Election of Directors: Election of the one Class II director listed in the accompanying proxy statement, to serve a three-year term expiring at the 2027 annual meeting of stockholders or until such director's successor is duly elected and qualified or until such director's earlier death, resignation, disqualification or removal; Kimberly J. Popovits
Director Elections
Board For Split
28 FOR, 15 AGAINST
FOR
8 funds
3M CO. May 14, 2024 Advisory approval of executive compensation.
Say-on-Pay
Board For Split
36 FOR, 2 AGAINST
AGAINST
14 funds
ABBOTT LABORATORIES April 26, 2024 Election of 12 Directors: J. G. Stratton
Director Elections
Board For Split
42 FOR, 1 AGAINST
FOR
16 funds
ABBOTT LABORATORIES April 26, 2024 Election of 12 Directors: N. McKinstry
Director Elections
Board For Split
42 FOR, 1 AGAINST
AGAINST
16 funds
ABBOTT LABORATORIES April 26, 2024 Say on Pay - An Advisory Vote on the Approval of Executive Compensation
Say-on-Pay
Board For Split
45 FOR, 4 AGAINST
FOR
19 funds
ACADIA HEALTHCARE COMPANY INC. May 23, 2024 Election of Directors: E. Perot Bissell
Director Elections
Board For Split
48 FOR, 1 AGAINST
FOR
11 funds
ACLARIS THERAPEUTICS INC. June 6, 2024 To approve, on an advisory basis, the compensation of our named executive officers, as disclosed in the proxy statement accompanying this proxy card.
Say-on-Pay
Board For Split
8 FOR, 12 AGAINST
AGAINST
3 funds
ACM RESEARCH INC. June 13, 2024 Advisory vote on 2023 executive compensation.
Say-on-Pay
Board For Split
1 FOR, 14 AGAINST
AGAINST
5 funds
ACM RESEARCH INC. June 13, 2024 Election of Directors: Chenming C. Hu
Director Elections
Board For Split
1 FOR, 13 WITHHOLD
WITHHOLD
4 funds
ACM RESEARCH INC. June 13, 2024 Election of Directors: David H. Wang
Director Elections
Board For Split
13 FOR, 1 WITHHOLD
FOR
4 funds
ACM RESEARCH INC. June 13, 2024 Election of Directors: Haiping Dun
Director Elections
Board For Split
13 FOR, 1 WITHHOLD
WITHHOLD
4 funds
ACM RESEARCH INC. June 13, 2024 Election of Directors: Tracy Liu
Director Elections
Board For Split
13 FOR, 1 WITHHOLD
WITHHOLD
4 funds
ACNB CORP. May 7, 2024 TO ELECT THREE (3) CLASS 2 DIRECTORS TO SERVE FOR TERMS OF THREE (3) YEARS AND UNTIL THEIR SUCCESSORS ARE ELECTED AND QUALIFIED: Donna M. Newell
Director Elections
Board For Split
7 FOR, 4 AGAINST
FOR
2 funds
ACV AUCTIONS INC. May 29, 2024 Elect three Class III directors: Kirsten Castillo
Director Elections
Board For Split
25 FOR, 13 WITHHOLD
WITHHOLD
4 funds
ADAPTIVE BIOTECHNOLOGIES CORP. June 7, 2024 To approve, on a non-binding advisory basis, the compensation of our named executive officers as described in the proxy statement;
Say-on-Pay
Board For Split
16 FOR, 1 AGAINST
AGAINST
6 funds
ADOBE INC. April 17, 2024 Approve, on an advisory basis, the compensation of our named executive officers.
Say-on-Pay
Board For Split
89 FOR, 3 AGAINST
FOR
17 funds
ADT INC. May 22, 2024 Approval of an amendment to the omnibus incentive plan to increase the number of shares of common stock authorized for issuance thereunder and extend the term
Compensation
Board For Split
5 FOR, 15 AGAINST
FOR
13 funds
ADTRAN HOLDINGS INC. May 8, 2024 Election of Directors: Balan Nair
Director Elections
Board For Split
12 FOR, 1 AGAINST
AGAINST
7 funds
ADVANCE AUTO PARTS INC. May 22, 2024 Approve, by advisory vote, the compensation of our named executive officers.
Say-on-Pay
Board For Split
28 FOR, 1 AGAINST
FOR
10 funds
ADVANCED MICRO DEVICES INC. May 8, 2024 Approve on a non-binding, advisory basis the compensation of the named executive officers, as disclosed in this proxy statement pursuant to compensation disclosure rules of the U.S. Securities and Exchange Commission.
Say-on-Pay
Board For Split
68 FOR, 1 AGAINST
FOR
16 funds
ADVERUM BIOTECHNOLOGIES INC. June 17, 2024 To approve the Adverum Biotechnologies, Inc. 2024 Equity Incentive Award Plan.
Compensation
Board For Split
4 FOR, 3 AGAINST
FOR
1 fund
AERSALE CORP. June 4, 2024 Election of Directors: Jonathan Seiffer
Director Elections
Board For Split
15 FOR, 1 AGAINST
AGAINST
2 funds
AGENUS INC. June 11, 2024 To approve an amendment to our Amended and Restated 2019 Equity Incentive Plan.
Compensation
Board For Split
12 FOR, 2 AGAINST
FOR
2 funds
AGILYSYS INC. August 21, 2023 Election of Directors: Michael A. Kaufman
Director Elections
Board For Split
16 FOR, 1 AGAINST
AGAINST
5 funds
AIA GROUP LTD. May 24, 2024 Elect CHOW Chung Kong
Director Elections
Board For Split
1 FOR, 1 AGAINST
FOR
4 funds
AIA GROUP LTD. May 24, 2024 Elect John Barrie HARRISON
Director Elections
Board For Split
1 FOR, 1 AGAINST
AGAINST
4 funds
AKAMAI TECHNOLOGIES INC. May 10, 2024 To approve an amendment to our Second Amended and Restated 2013 Stock Incentive Plan to increase the number of shares of common stock authorized for issuance thereunder by 5,000,000 shares
Compensation
Board For Split
23 FOR, 6 AGAINST
FOR
13 funds
ALBERTSONS COMPANIES INC. August 3, 2023 Hold the annual, non-binding, advisory vote on our executive compensation program.
Say-on-Pay
Board For Split
43 FOR, 1 AGAINST
FOR
10 funds
ALEXANDRIA REAL ESTATE EQUITIES INC. May 14, 2024 Election of Directors: James P. Cain
Director Elections
Board For Split
14 FOR, 17 AGAINST
AGAINST
17 funds
ALIGNMENT HEALTHCARE INC. June 7, 2024 Approve, on an advisory basis, the compensation of our Named Executive Officers.
Say-on-Pay
Board For Split
15 FOR, 11 AGAINST
AGAINST
5 funds
ALIGNMENT HEALTHCARE INC. June 7, 2024 Election of Directors: Joseph Konowiecki
Director Elections
Board For Split
14 FOR, 11 WITHHOLD
FOR
4 funds
ALLISON TRANSMISSION HOLDINGS INC. May 8, 2024 An advisory non-binding vote to approve the compensation paid to our named executive officers.
Say-on-Pay
Board For Split
54 FOR, 1 AGAINST
FOR
12 funds
ALLISON TRANSMISSION HOLDINGS INC. May 8, 2024 Election of Directors: Richard P. Lavin
Director Elections
Board For Split
51 FOR, 1 AGAINST
FOR
11 funds
ALLOGENE THERAPEUTICS INC. June 5, 2024 Election of Directors: Franz Humer, Ph.D.
Director Elections
Board For Split
19 FOR, 11 WITHHOLD
WITHHOLD
4 funds
ALLOGENE THERAPEUTICS INC. June 5, 2024 Election of Directors: John DeYoung
Director Elections
Board For Split
19 FOR, 11 WITHHOLD
WITHHOLD
4 funds
ALLY FINANCIAL INC. May 7, 2024 Election of Directors: Kim S. Fennebresque
Director Elections
Board For Split
27 FOR, 1 AGAINST
FOR
12 funds
ALNYLAM PHARMACEUTICALS INC. May 16, 2024 To approve, in a non-binding advisory vote, the compensation of Alnylam's named executive officers.
Say-on-Pay
Board For Split
66 FOR, 1 AGAINST
FOR
11 funds
ALPHABET INC. June 7, 2024 Election of ten Directors: John L. Hennessy
Director Elections
Board For Split
83 FOR, 25 AGAINST
AGAINST
14 funds
ALTA EQUIPMENT GROUP INC. June 7, 2024 Election of Directors: Andrew Studdert
Director Elections
Board For Split
12 FOR, 1 WITHHOLD
WITHHOLD
2 funds
ALTO INGREDIENTS INC. June 20, 2024 To approve an amendment to our 2016 Stock Incentive Plan to increase the number of shares of common stock authorized for issuance under the plan from 11,400,000 shares to 15,200,000 shares.
Compensation
Board For Split
1 FOR, 9 AGAINST
FOR
4 funds
AMAZON.COM INC. May 22, 2024 ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION
Say-on-Pay
Board For Split
113 FOR, 1 AGAINST
FOR
17 funds
AMBAC FINANCIAL GROUP INC. June 5, 2024 To approve Ambac's 2024 Incentive Compensation Plan
Compensation
Board For Split
14 FOR, 1 AGAINST
FOR
7 funds
AMBARELLA INC. June 12, 2024 To approve an amendment and restatement of the Ambarella, Inc. 2021 Equity Incentive Plan.
Compensation
Board For Split
15 FOR, 1 AGAINST
AGAINST
5 funds
AMC ENTERTAINMENT HOLDINGS INC. November 8, 2023 Say on Pay - An advisory vote to approve the compensation of named executive officers.
Say-on-Pay
Board For Split
1 FOR, 14 AGAINST
AGAINST
10 funds
AMDOCS LTD. February 2, 2024 ELECTION OF DIRECTORS: Robert A. Minicucci
Director Elections
Board For Split
55 FOR, 1 AGAINST
FOR
7 funds
AMERICAN AIRLINES GROUP INC. June 5, 2024 Advisory vote to approve executive compensation (Say-on-Pay)
Say-on-Pay
Board For Split
24 FOR, 9 AGAINST
FOR
16 funds
AMERICAN ASSETS TRUST INC. June 3, 2024 An advisory resolution to approve our executive compensation for the fiscal year ended December 31, 2023.
Say-on-Pay
Board For Split
16 FOR, 1 AGAINST
FOR
12 funds
AMERICAN EQUITY INVESTMENT LIFE HLDG CO. November 10, 2023 The Compensation Proposal - To approve, on an advisory (non-binding) basis, certain merger-related executive officer compensation that may be paid or become payable to AEL's named executive officers in connection with the Merger.
Say-on-Pay
Board For Split
3 FOR, 13 AGAINST
AGAINST
10 funds
AMERICAN INTERNATIONAL GROUP INC. May 15, 2024 Advisory Vote to Approve Named Executive Officer Compensation.
Say-on-Pay
Board For Split
24 FOR, 1 AGAINST
AGAINST
14 funds
AMERICAN WATER WORKS CO INC. May 15, 2024 Approval, on an advisory basis, of the compensation of the Company's named executive officers.
Say-on-Pay
Board For Split
22 FOR, 1 AGAINST
FOR
15 funds
AMKOR TECHNOLOGY INC. May 14, 2024 Election of Directors: Gil C. Tily
Director Elections
Board For Split
18 FOR, 1 WITHHOLD
FOR
11 funds
AMPHASTAR PHARMACEUTICALS INC. June 3, 2024 To approve the amendment and restatement of our 2015 Equity Incentive Plan.
Compensation
Board For Split
14 FOR, 3 AGAINST
FOR
8 funds
ANALOG DEVICES March 13, 2024 Advisory vote to approve the compensation of our named executive officers.
Say-on-Pay
Board For Split
52 FOR, 1 AGAINST
FOR
15 funds
ANAPTYSBIO INC. June 12, 2024 To approve the amendment and restatement of our 2017 Equity Incentive Plan.
Compensation
Board For Split
1 FOR, 14 AGAINST
FOR
4 funds
ANAPTYSBIO INC. June 12, 2024 To conduct a non-binding advisory vote on the compensation of our named executive officers as disclosed in the accompanying materials.
Say-on-Pay
Board For Split
13 FOR, 3 AGAINST
FOR
5 funds
ANNALY CAPITAL MANAGEMENT INC. May 15, 2024 Advisory approval of the Company's executive compensation.
Say-on-Pay
Board For Split
18 FOR, 2 AGAINST
AGAINST
13 funds
ANTERIX INC. August 8, 2023 To approve the Anterix Inc. 2023 Stock Plan.
Compensation
Board For Split
14 FOR, 1 AGAINST
FOR
4 funds
ANTERO MIDSTREAM CORP. June 5, 2024 To approve, on an advisory basis, the compensation of Antero Midstream Corporation's named executive officers.
Say-on-Pay
Board For Split
22 FOR, 2 AGAINST
FOR
13 funds
ANTERO RESOURCES CORP. June 5, 2024 To approve, on an advisory basis, the compensation of Antero Resources Corporation's named executive officers.
Say-on-Pay
Board For Split
65 FOR, 2 AGAINST
AGAINST
13 funds
ANYWHERE REAL ESTATE INC. May 2, 2024 Advisory Approval of the Compensation of Our Named Executive Officers.
Say-on-Pay
Board For Split
18 FOR, 1 AGAINST
AGAINST
9 funds
APOLLO GLOBAL MANAGEMENT INC. June 24, 2024 ELECTION OF DIRECTORS: Marc Beilinson
Director Elections
Board For Split
68 FOR, 13 AGAINST
FOR
11 funds
APPFOLIO INC. June 14, 2024 Advisory approval of the compensation of our named executive officers.
Say-on-Pay
Board For Split
4 FOR, 14 WITHHOLD
WITHHOLD
6 funds
APPFOLIO INC. June 14, 2024 Approve the AppFolio, Inc. 2025 Employee Stock Purchase Plan.
Compensation
Board For Split
2 FOR, 15 WITHHOLD
WITHHOLD
5 funds
APPLIED DIGITAL CORP. November 9, 2023 Approve, on an advisory basis, the compensation of our named executive officers.
Say-on-Pay
Board For Split
1 FOR, 6 AGAINST
FOR
2 funds
APPLIED OPTOELECTRONICS INC. June 6, 2024 To approve our 2021 Equity Incentive Plan, as amended to increase the number of shares of Common Stock reserved for issuance thereunder by 2,000,000 shares and increase certain annual limits on the value of awards.
Compensation
Board For Split
6 FOR, 2 AGAINST
AGAINST
1 fund
APPLOVIN CORP. June 5, 2024 Election of Directors: CRAIG BILLINGS
Director Elections
Board For Split
6 FOR, 23 WITHHOLD
WITHHOLD
13 funds
APPLOVIN CORP. June 5, 2024 Election of Directors: MARGARET GEORGIADIS
Director Elections
Board For Split
7 FOR, 21 WITHHOLD
WITHHOLD
13 funds
ARBOR REALTY TRUST INC. May 22, 2024 Advisory vote to approve the compensation of Arbor Realty Trust, Inc.'s named executive officers as disclosed in the proxy statement.
Say-on-Pay
Board For Split
1 FOR, 11 AGAINST
AGAINST
8 funds
ARCELLX INC. May 24, 2024 To approve, on an advisory basis, the compensation of the named executive officers identified in the 2023 Summary Compensation Table in the "Executive Compensation" section of the proxy statement (the "Say-on-Pay Vote").
Say-on-Pay
Board For Split
1 FOR, 49 AGAINST
AGAINST
5 funds
ARCTURUS THERAPEUTICS HOLDINGS INC. June 14, 2024 To approve an amendment to the Amended and Restated 2019 Omnibus Equity Incentive Plan (as amended, the "Plan") to, among other things, increase the maximum number of shares of common stock available to Plan participants thereunder by 2,000,000 shares to an aggregate of 10,750,000 shares, as provided in Proposal Number 2 of the Proxy Statement.
Compensation
Board For Split
1 FOR, 17 AGAINST
FOR
4 funds
ARES MANAGEMENT CORP. June 4, 2024 Election of Directors: Antoinette Bush
Director Elections
Board Not determined Split
15 FOR, 22 AGAINST
FOR
11 funds
ARES MANAGEMENT CORP. June 4, 2024 Election of Directors: Antony P. Ressler
Director Elections
Board Not determined Split
23 FOR, 14 AGAINST
AGAINST
11 funds
ARES MANAGEMENT CORP. June 4, 2024 Election of Directors: Ashish Bhutani
Director Elections
Board Not determined Split
16 FOR, 22 AGAINST
FOR
11 funds
ARES MANAGEMENT CORP. June 4, 2024 Election of Directors: Dr. Judy D. Olian
Director Elections
Board Not determined Split
15 FOR, 22 AGAINST
FOR
11 funds
ARES MANAGEMENT CORP. June 4, 2024 Election of Directors: Eileen Naughton
Director Elections
Board Not determined Split
16 FOR, 22 AGAINST
FOR
11 funds
ARES MANAGEMENT CORP. June 4, 2024 Election of Directors: Michael Lynton
Director Elections
Board Not determined Split
2 FOR, 36 AGAINST
FOR
11 funds
ARES MANAGEMENT CORP. June 4, 2024 Election of Directors: Paul G. Joubert
Director Elections
Board Not determined Split
16 FOR, 22 AGAINST
FOR
11 funds
ARISTA NETWORKS INC. June 7, 2024 Approval, on an advisory basis, of the compensation of the named executive officers.
Say-on-Pay
Board For Split
55 FOR, 1 AGAINST
FOR
13 funds
ARLINGTON ASSET INVESTMENT CORP. December 12, 2023 A non-binding advisory proposal to approve the compensation that may be paid or become payable to Arlington's named executive officers that is based on or otherwise relates to the Merger (the "Arlington Non-Binding Compensation Advisory Proposal"); and
Say-on-Pay
Board For Split
1 FOR, 3 AGAINST
AGAINST
2 funds
ARMADA HOFFLER PROPERTIES INC. June 12, 2024 Advisory (non-binding) vote to approve the compensation of our named executive officers.
Say-on-Pay
Board For Split
16 FOR, 1 AGAINST
FOR
8 funds
ARMSTRONG WORLD INDUSTRIES INC. June 13, 2024 To approve, on an advisory basis, our executive compensation program.
Say-on-Pay
Board For Split
9 FOR, 18 AGAINST
AGAINST
10 funds
ARVINAS 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
14 FOR, 14 AGAINST
FOR
7 funds
ASSEMBLY BIOSCIENCES INC. May 29, 2024 Approval of an amendment and restatement to our 2018 Stock Incentive Plan to increase the number of shares reserved for issuance thereunder by 220,000 shares.
Compensation
Board For Split
4 FOR, 2 AGAINST
FOR
1 fund
ASSETMARK FINANCIAL HOLDINGS INC. May 20, 2024 Company Proposal - Approval of the Amended and Restated AssetMark Financial Holdings, Inc. 2019 Equity Incentive Plan.
Compensation
Board For Split
4 FOR, 10 AGAINST
FOR
5 funds
ASURE SOFTWARE INC. May 20, 2024 To approve, on a non-binding advisory basis, the compensation of our named executive officers.
Say-on-Pay
Board For Split
1 FOR, 8 AGAINST
AGAINST
3 funds
ATLASSIAN CORP. December 6, 2023 Election of Directors: Enrique Salem
Director Elections
Board For Split
21 FOR, 12 AGAINST
FOR
7 funds
ATLASSIAN CORP. December 6, 2023 Election of Directors: Heather M. Fernandez
Director Elections
Board For Split
21 FOR, 12 AGAINST
FOR
7 funds
ATLASSIAN CORP. December 6, 2023 Election of Directors: Michael Cannon-Brookes
Director Elections
Board For Split
21 FOR, 12 AGAINST
FOR
7 funds
ATLASSIAN CORP. December 6, 2023 Election of Directors: Richard P. Wong
Director Elections
Board For Split
21 FOR, 12 AGAINST
AGAINST
7 funds
ATLASSIAN CORP. December 6, 2023 Election of Directors: Scott Farquhar
Director Elections
Board For Split
21 FOR, 12 AGAINST
FOR
7 funds
ATMOS ENERGY CORP. February 7, 2024 ELECTION OF DIRECTORS: Frank Yoho
Director Elections
Board For Split
20 FOR, 2 AGAINST
FOR
13 funds
ATMOS ENERGY CORP. February 7, 2024 ELECTION OF DIRECTORS: Richard K. Gordon
Director Elections
Board For Split
21 FOR, 1 AGAINST
FOR
13 funds
ATMUS FILTRATION TECHNOLOGIES INC. May 14, 2024 Advisory vote to approve the executive compensation.
Say-on-Pay
Board For Split
26 FOR, 1 AGAINST
FOR
16 funds
AVERY DENNISON CORP. April 25, 2024 Approval, on an advisory basis, of our executive compensation.
Say-on-Pay
Board For Split
41 FOR, 1 AGAINST
FOR
16 funds
AXOGEN INC. August 15, 2023 To approve the Axogen, Inc. Third Amended and Restated 2019 Long-Term Incentive Plan.
Compensation
Board For Split
1 FOR, 12 AGAINST
AGAINST
4 funds
AXOGEN INC. June 5, 2024 To approve the Axogen, Inc. Third Amended and Restated 2019 Long-Term Incentive Plan.
Compensation
Board For Split
12 FOR, 1 AGAINST
FOR
4 funds
AXOGEN INC. June 5, 2024 To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers as disclosed in the Company's Proxy Statement.
Say-on-Pay
Board For Split
13 FOR, 1 AGAINST
AGAINST
5 funds
AXON ENTERPRISE INC. May 10, 2024 Proposal No. 2 requests that shareholders vote to approve the Axon Enterprise, Inc. Amended and Restated 2022 Stock Incentive Plan.
Compensation
Board For Split
20 FOR, 18 AGAINST
FOR
11 funds
AXON ENTERPRISE INC. May 10, 2024 Proposal No. 3 requests that shareholders vote to approve the Axon Enterprise, Inc. 2024 eXponential Stock Plan.
Compensation
Board For Split
20 FOR, 18 AGAINST
AGAINST
11 funds

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← All 20 managers, 2023-2024

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