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
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.
| Company | Meeting | Proposal | On the ballot from | Board recommended | Fidelity | Charles Schwab |
|---|---|---|---|---|---|---|
| SAUL CENTERS INC. | May 17, 2024 | Approval of the Company's 2024 Stock Incentive Plan. Compensation |
Board | For | Split 13 FOR, 1 AGAINST |
FOR 4 funds |
| SEAGATE TECHNOLOGY HOLDINGS PLC | October 23, 2023 | Approve, in an Advisory, Non-binding Vote, the Compensation of the Company's Named Executive Officers ("Say-on-Pay") Say-on-Pay |
Board | For | Split 38 FOR, 3 AGAINST |
FOR 12 funds |
| SECUREWORKS CORP. | June 25, 2024 | Approval of an amendment to increase the number of shares of Class A common stock issuable under the SecureWorks Corp. 2016 Long-Term Incentive Plan Compensation |
Board | For | Split 4 FOR, 3 AGAINST |
FOR 1 fund |
| SEI INVESTMENTS CO. | May 29, 2024 | To approve, on an advisory basis, the compensation of named executive officers. Say-on-Pay |
Board | For | Split 6 FOR, 18 AGAINST |
AGAINST 13 funds |
| SELECT WATER SOLUTIONS INC. | May 8, 2024 | To approve the Select Water Solutions, Inc. 2024 Equity Incentive Plan. Compensation |
Board | For | Split 11 FOR, 1 AGAINST |
FOR 8 funds |
| SEMPRA | May 9, 2024 | Advisory approval of our executive compensation Say-on-Pay |
Board | Not determined | Split 56 FOR, 3 AGAINST |
FOR 13 funds |
| SENSEONICS HOLDINGS INC. | May 22, 2024 | Approval, on an advisory basis, of the compensation of our named executive officers, as disclosed in this proxy statement. Say-on-Pay |
Board | For | Split 1 FOR, 7 AGAINST |
AGAINST 4 funds |
| SENSUS HEALTHCARE INC. | May 31, 2024 | Election of Directors: Joseph Sardano Director Elections |
Board | For | Split 4 FOR, 1 AGAINST |
FOR 1 fund |
| SENSUS HEALTHCARE INC. | May 31, 2024 | Election of Directors: Megan Cornish Director Elections |
Board | For | Split 4 FOR, 1 AGAINST |
FOR 1 fund |
| SENTINELONE INC. | June 27, 2024 | Approval, on a non-binding advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | Split 18 FOR, 5 AGAINST |
FOR 7 funds |
| SERES THERAPEUTICS INC. | April 4, 2024 | Approval, on an advisory (non-binding) basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | Split 13 FOR, 12 AGAINST |
FOR 3 funds |
| SERITAGE GROWTH PROPERTIES | June 5, 2024 | An advisory, non-binding resolution to approve the Company's executive compensation program for our named executive officers, as described in the proxy statement; and Say-on-Pay |
Board | For | Split 2 FOR, 11 AGAINST |
AGAINST 4 funds |
| SERVICE CORP. INTERNATIONAL | May 7, 2024 | To approve, by advisory vote, named executive officer compensation. Say-on-Pay |
Board | For | Split 32 FOR, 3 AGAINST |
FOR 14 funds |
| SHOCKWAVE MEDICAL INC. | May 29, 2024 | To approve, on a non-binding advisory basis, the compensation that may be paid or become payable to Shockwave's named executive officers that is based on or otherwise relates to the Merger. Say-on-Pay |
Board | For | Split 15 FOR, 17 AGAINST |
AGAINST 10 funds |
| SIMULATIONS PLUS INC. | February 8, 2024 | Approval of an amendment to the Company's 2021 Equity Incentive Plan, as amended, to increase the number of shares authorized for issuance thereunder from 1,550,000 shares to 2,500,000 shares of common stock of the Company. Compensation |
Board | For | Split 1 FOR, 15 AGAINST |
FOR 4 funds |
| SINCLAIR INC. | June 11, 2024 | Approval, by non-binding advisory vote, on our executive compensation. Say-on-Pay |
Board | For | Split 1 FOR, 14 AGAINST |
AGAINST 8 funds |
| SIX FLAGS ENTERTAINMENT CORP. | March 12, 2024 | The Compensation Advisory Proposal - To approve, on a non-binding advisory basis, the compensation that may be paid or become payable to Six Flags' named executive officers that is based on or otherwise relates to the Mergers (the "Compensation Advisory Proposal"). Say-on-Pay |
Board | For | Split 1 FOR, 13 AGAINST |
AGAINST 9 funds |
| SKYWORKS SOLUTIONS INC. | May 14, 2024 | To approve, on an advisory basis, the compensation of the Company's named executive officers, as described in the Company's Proxy Statement. Say-on-Pay |
Board | For | Split 36 FOR, 1 AGAINST |
FOR 15 funds |
| SL GREEN REALTY CORP. | June 3, 2024 | To approve, on a non-binding advisory basis, our executive compensation. Say-on-Pay |
Board | For | Split 13 FOR, 2 AGAINST |
AGAINST 10 funds |
| SLEEP NUMBER CORP. | May 21, 2024 | Amendment to the Sleep Number Corporation 2020 Equity Incentive Plan to increase the number of shares reserved for issuance by 1,500,000 shares Compensation |
Board | For | Split 13 FOR, 1 AGAINST |
FOR 7 funds |
| SONIC AUTOMOTIVE INC. | April 24, 2024 | Election of Directors: R. Eugene Taylor Director Elections |
Board | For | Split 10 FOR, 3 AGAINST |
FOR 7 funds |
| SONIC AUTOMOTIVE INC. | April 24, 2024 | Election of Directors: William I. Belk Director Elections |
Board | For | Split 1 FOR, 12 AGAINST |
FOR 7 funds |
| SOUTH STATE CORP. | April 24, 2024 | Election of Directors: Joshua A. Snively Director Elections |
Board | For | Split 2 FOR, 10 WITHHOLD |
FOR 10 funds |
| SOUTHERN COPPER CORP. | May 24, 2024 | Approve, by non-binding vote, executive compensation. Say-on-Pay |
Board | For | Split 13 FOR, 3 AGAINST |
FOR 5 funds |
| SOUTHERN FIRST BANCSHARES INC. | May 21, 2024 | To conduct an advisory vote on the compensation of our named executive officers as disclosed in this proxy statement (this is a non-binding, advisory vote). Say-on-Pay |
Board | For | Split 1 FOR, 7 AGAINST |
FOR 3 funds |
| SOUTHERN MISSOURI BANCORP INC. | October 30, 2023 | Election of Directors for terms to expire in 2026: David J. Tooley Director Elections |
Board | For | Split 12 FOR, 5 AGAINST |
FOR 2 funds |
| SOUTHERN MISSOURI BANCORP INC. | October 30, 2023 | Election of Directors for terms to expire in 2026: Dennis C. Robison Director Elections |
Board | For | Split 11 FOR, 6 AGAINST |
FOR 2 funds |
| SPHERE ENTERTAINMENT CO. | December 8, 2023 | Approval of, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | Split 1 FOR, 15 AGAINST |
AGAINST 9 funds |
| SPIRIT AIRLINES INC. | June 7, 2024 | To approve, on a non-binding, advisory basis, the compensation of our named executive officers as disclosed in the attached Proxy Statement pursuant to executive compensation disclosure rules under the Securities Exchange Act of 1934, as amended; Say-on-Pay |
Board | For | Split 3 FOR, 10 AGAINST |
AGAINST 4 funds |
| SPRINGWORKS THERAPEUTICS INC | May 16, 2024 | Non-binding advisory vote on executive compensation Say-on-Pay |
Board | For | Split 9 FOR, 15 AGAINST |
AGAINST 5 funds |
| SPRINGWORKS THERAPEUTICS INC. | May 16, 2024 | Election of Class II Director: Freda Lewis-Hall Director Elections |
Board | For | Split 22 FOR, 1 WITHHOLD |
FOR 4 funds |
| SS&C TECHNOLOGIES HOLDINGS INC. | May 29, 2024 | The approval of SS&C Technologies Holdings, Inc. Amended and Restated 2023 Stock Incentive Plan. Compensation |
Board | For | Split 15 FOR, 10 AGAINST |
AGAINST 11 funds |
| STAAR SURGICAL CO. | June 20, 2024 | Non-binding advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | Split 13 FOR, 1 AGAINST |
AGAINST 6 funds |
| STEELCASE INC. | July 12, 2023 | Election of twelve nominees to the Board of Directors: Catherine C. B. Schmelter Director Elections |
Board | For | Split 1 FOR, 10 AGAINST |
FOR 7 funds |
| STEELCASE INC. | July 12, 2023 | Election of twelve nominees to the Board of Directors: Connie K. Duckworth Director Elections |
Board | For | Split 1 FOR, 10 AGAINST |
FOR 7 funds |
| STEELCASE INC. | July 12, 2023 | Election of twelve nominees to the Board of Directors: Kate Pew Wolters Director Elections |
Board | For | Split 1 FOR, 10 AGAINST |
FOR 7 funds |
| STEELCASE INC. | July 12, 2023 | Election of twelve nominees to the Board of Directors: Linda K. Williams Director Elections |
Board | For | Split 1 FOR, 10 AGAINST |
FOR 7 funds |
| STEELCASE INC. | July 12, 2023 | Election of twelve nominees to the Board of Directors: Timothy C. E. Brown Director Elections |
Board | For | Split 1 FOR, 10 AGAINST |
AGAINST 7 funds |
| STITCH FIX INC. | December 12, 2023 | Advisory vote to approve executive compensation. Say-on-Pay |
Board | For | Split 3 FOR, 14 AGAINST |
AGAINST 9 funds |
| STONECO LTD. | August 29, 2023 | APPROVAL OF THE REELECTION OF ANDRE STREET DE AGUIAR AS A DIRECTOR Director Elections |
Board | For | Split 6 FOR, 9 AGAINST |
FOR 4 funds |
| 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 |
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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.