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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

1,360 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
IONQ INC. June 5, 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
12 FOR, 4 AGAINST
FOR
5 funds
IQVIA HOLDINGS INC. April 16, 2024 The election of six directors: Todd B. Sisitsky
Director Elections
Board For Split
34 FOR, 1 AGAINST
FOR
15 funds
IRHYTHM TECHNOLOGIES INC. May 29, 2024 To approve, on a non-binding advisory basis, the named executive officer compensation.
Say-on-Pay
Board For Split
14 FOR, 5 AGAINST
AGAINST
6 funds
IROBOT CORP. May 23, 2024 Approve an amendment to the iRobot Corporation 2018 Stock Option and Incentive Plan, as amended (the "2018 Plan"), to increase the maximum number of shares reserved and issuable under the 2018 Plan.
Compensation
Board For Split
13 FOR, 1 AGAINST
FOR
6 funds
IVERIC BIO INC. July 6, 2023 To approve, by non-binding, advisory vote, compensation that may be paid or become payable by IVERIC to its named executive officers in connection with the Merger.
Say-on-Pay
Board For Split
16 FOR, 1 AGAINST
AGAINST
6 funds
JEFFERIES FINANCIAL GROUP INC. March 28, 2024 Advisory vote to approve 2023 executive-compensation program.
Say-on-Pay
Board For Split
22 FOR, 1 AGAINST
AGAINST
13 funds
JEFFERIES FINANCIAL GROUP INC. March 28, 2024 Approval of Amendment to Jefferies Financial Group Inc. Equity Compensation Plan.
Compensation
Board For Split
16 FOR, 6 AGAINST
FOR
12 funds
JUNIPER NETWORKS INC. June 4, 2024 Approval of the amendment and restatement of the Juniper Networks, Inc. 2015 Equity Incentive Plan.
Compensation
Board For Split
22 FOR, 2 AGAINST
FOR
14 funds
KALVISTA PHARMACEUTICALS INC. September 26, 2023 The election of two Class II directors to hold office until the earliest of our 2026 annual meeting of stockholders and such individual's death, resignation or removal and the election and qualification of his or her successor: PATRICK TREANOR
Director Elections
Board For Split
2 FOR, 11 AGAINST
FOR
2 funds
KARUNA THERAPEUTICS INC. March 12, 2024 To approve, on an advisory, non-binding basis, certain compensation that will or may be paid by Karuna to its named executive officers that is based on or otherwise relates to the merger of Merger Sub with and into Karuna pursuant to the merger agreement.
Say-on-Pay
Board For Split
12 FOR, 19 AGAINST
AGAINST
12 funds
KARYOPHARM THERAPEUTICS INC. May 29, 2024 To approve an amendment to the Karyopharm Therapeutics Inc. 2022 Equity Incentive Plan, as amended, to increase the number of shares of our common stock available for issuance thereunder by 6,000,000 shares.
Compensation
Board For Split
11 FOR, 3 AGAINST
FOR
2 funds
KEYCORP May 9, 2024 Advisory approval of executive compensation.
Say-on-Pay
Board For Split
49 FOR, 1 AGAINST
FOR
16 funds
KILROY REALTY CORP. May 22, 2024 Approval, on an advisory basis, of the compensation of the Company's named executive officers.
Say-on-Pay
Board For Split
2 FOR, 17 AGAINST
AGAINST
15 funds
KIMBALL ELECTRONICS INC. November 17, 2023 To approve the Kimball Electronics, Inc. 2023 Equity Incentive Plan.
Compensation
Board For Split
3 FOR, 12 AGAINST
FOR
4 funds
KINSALE CAPITAL GROUP INC. May 23, 2024 Election of nine directors: James J. Ritchie
Director Elections
Board For Split
24 FOR, 1 AGAINST
FOR
12 funds
KITE REALTY GROUP TRUST May 29, 2024 Election of Trustees: Steven P. Grimes
Director Elections
Board For Split
21 FOR, 1 AGAINST
AGAINST
11 funds
KOPPERS HOLDINGS INC. May 2, 2024 PROPOSAL FOR ELECTION OF DIRECTORS: Andrew D. Sandifer
Director Elections
Board For Split
23 FOR, 1 AGAINST
AGAINST
8 funds
KOPPERS HOLDINGS INC. May 2, 2024 PROPOSAL FOR ELECTION OF DIRECTORS: David L. Motley
Director Elections
Board For Split
23 FOR, 1 AGAINST
AGAINST
8 funds
KOPPERS HOLDINGS INC. May 2, 2024 PROPOSAL FOR ELECTION OF DIRECTORS: Louis L. Testoni
Director Elections
Board For Split
23 FOR, 1 AGAINST
AGAINST
8 funds
KOPPERS HOLDINGS INC. May 2, 2024 PROPOSAL FOR ELECTION OF DIRECTORS: Sonja M. Wilkerson
Director Elections
Board For Split
23 FOR, 1 AGAINST
AGAINST
8 funds
KOPPERS HOLDINGS INC. May 2, 2024 PROPOSAL FOR ELECTION OF DIRECTORS: Xudong Feng, Ph.D.
Director Elections
Board For Split
23 FOR, 1 AGAINST
AGAINST
8 funds
KURA ONCOLOGY INC. June 5, 2024 Approval of an amendment to our Amended and Restated 2014 Equity Incentive Plan.
Compensation
Board For Split
14 FOR, 2 AGAINST
FOR
4 funds
KYNDRYL HOLDINGS INC. July 27, 2023 Approval of the amendment and restatement of the Amended and Restated Kyndryl 2021 Long-Term Performance Plan.
Compensation
Board For Split
5 FOR, 13 AGAINST
FOR
8 funds
L3HARRIS TECHNOLOGIES INC. April 19, 2024 Approval, in an Advisory Vote, of the Compensation of Named Executive Officers as Disclosed in the Proxy Statement
Say-on-Pay
Board For Split
33 FOR, 1 AGAINST
FOR
14 funds
LADDER CAPITAL CORP June 6, 2024 Approval of a non-binding, advisory resolution to approve our executive compensation (''Say on Pay'')
Say-on-Pay
Board For Split
3 FOR, 12 AGAINST
AGAINST
8 funds
LAS VEGAS SANDS CORP. May 9, 2024 An advisory (non-binding) vote to approve the compensation of the named executive officers.
Say-on-Pay
Board Not determined Split
9 FOR, 15 AGAINST
AGAINST
14 funds
LAZARD INC. May 9, 2024 Approval of the amendment to the Lazard, Inc. 2018 Incentive Compensation Plan.
Compensation
Board For Split
20 FOR, 13 AGAINST
AGAINST
11 funds
LAZARD INC. May 9, 2024 Non-binding advisory vote regarding executive compensation.
Say-on-Pay
Board For Split
21 FOR, 13 AGAINST
AGAINST
12 funds
LEMONADE INC. June 5, 2024 To approve on an advisory (non-binding) basis the compensation of the Company's named executive officers.
Say-on-Pay
Board For Split
4 FOR, 12 AGAINST
FOR
5 funds
LENNAR CORP. April 10, 2024 Approval, on an advisory basis, of the compensation of our named executive officers.
Say-on-Pay
Board For Split
25 FOR, 19 AGAINST
AGAINST
14 funds
LENNAR CORP. April 10, 2024 Elect 11 directors to serve until the 2025 Annual Meeting of Stockholders: Jeffrey Sonnenfeld
Director Elections
Board For Split
24 FOR, 18 AGAINST
AGAINST
13 funds
LEVI STRAUSS & CO. April 24, 2024 Advisory vote to approve executive compensation.
Say-on-Pay
Board For Split
8 FOR, 16 AGAINST
AGAINST
4 funds
LI-CYCLE HOLDINGS CORP. May 23, 2024 Approve, on an advisory basis, the compensation of Li-Cycle Holdings Corp.'s named executive officers.
Say-on-Pay
Board For Split
1 FOR, 3 AGAINST
FOR
2 funds
LIBERTY ENERGY INC. April 16, 2024 Approval of an amendment and restatement of the Company's long term incentive plan.
Compensation
Board For Split
26 FOR, 1 AGAINST
FOR
8 funds
LIBERTY MEDIA CORP. June 10, 2024 The say-on-pay proposal, to approve, on an advisory basis, the compensation of our named executive officers.
Say-on-Pay
Board For Split
1 FOR, 23 AGAINST
AGAINST
1 fund
LIGHTWAVE LOGIC INC. May 22, 2024 Advisory vote on executive compensation.
Say-on-Pay
Board For Split
13 FOR, 1 AGAINST
FOR
4 funds
LINDBLAD EXPEDITIONS HOLDINGS INC. June 4, 2024 The approval, on an advisory basis, of the 2023 compensation of our named executive officers.
Say-on-Pay
Board For Split
2 FOR, 13 AGAINST
AGAINST
7 funds
LIONS GATE ENTERTAINMENT CORP. November 28, 2023 Advisory Vote on Executive Compensation: To pass a non-binding advisory resolution to approve the compensation paid to the Company's Named Executive Officers. See the section entitled "Proposal 3: Advisory Vote to Approve Executive Compensation" in the Notice and Proxy Statement.
Say-on-Pay
Board For Split
8 FOR, 12 AGAINST
AGAINST
8 funds
LIONS GATE ENTERTAINMENT CORP. November 28, 2023 Election of Directors: Michael T. Fries
Director Elections
Board For Split
17 FOR, 1 WITHHOLD
WITHHOLD
7 funds
LIONS GATE ENTERTAINMENT CORP. November 28, 2023 Election of Directors: Yvette Ostolaza
Director Elections
Board For Split
17 FOR, 1 WITHHOLD
WITHHOLD
7 funds
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

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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.