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 |
|---|---|---|---|---|---|---|
| UNDER ARMOUR INC. | August 29, 2023 | To approve the Fourth Amended and Restated 2005 Omnibus Long-Term Incentive Plan to increase the number of shares of Class C Common Stock reserved for issuance, among other changes. Compensation |
Board | For | Split 1 FOR, 15 AGAINST |
FOR 9 funds |
| UNDER ARMOUR INC. | August 29, 2023 | To approve, by a non-binding advisory vote, the compensation of executives as disclosed in the "Executive Compensation" section of the proxy statement, including the Compensation Discussion and Analysis and tables. Say-on-Pay |
Board | For | Split 3 FOR, 14 AGAINST |
FOR 10 funds |
| UNITED NATURAL FOODS INC. | December 19, 2023 | To approve the Third Amended and Restated 2020 Equity Incentive Plan. Compensation |
Board | For | Split 11 FOR, 1 AGAINST |
FOR 7 funds |
| UNITED STATES LIME & MINERALS INC. | May 2, 2024 | To approve an amendment to the Restated Articles of Incorporation, as amended, to increase the number of shares of authorized common stock from 30,000,000 to 45,000,000. Capital Structure |
Board | For | Split 1 FOR, 8 AGAINST |
FOR 4 funds |
| UNITED STATES STEEL CORP. | April 12, 2024 | To approve, on an advisory (non-binding) basis, the compensation that may be paid or become payable to United States Steel Corporation's named executive officers that is based on or otherwise relates to the Merger Agreement and the transaction contemplated by the Merger Agreement. Say-on-Pay |
Board | For | Split 21 FOR, 2 AGAINST |
FOR 12 funds |
| UNIVERSAL LOGISTICS HOLDINGS INC. | April 24, 2024 | To approve the 2024 Equity Incentive Plan. Compensation |
Board | For | Split 5 FOR, 12 AGAINST |
FOR 4 funds |
| UPSTART HOLDINGS INC. | May 29, 2024 | The approval, on an advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | Split 13 FOR, 1 AGAINST |
FOR 5 funds |
| VAIL RESORTS INC. | December 6, 2023 | Advisory vote to approve executive compensation. Say-on-Pay |
Board | For | Split 33 FOR, 1 AGAINST |
FOR 15 funds |
| VALARIS LIMITED | June 12, 2024 | To approve on a non-binding advisory basis the compensation of our named executive officers. Say-on-Pay |
Board | For | Split 28 FOR, 1 AGAINST |
FOR 11 funds |
| VALHI INC. | May 23, 2024 | Director Nominees: Loretta J. Feehan Director Elections |
Board | For | Split 6 FOR, 1 WITHHOLD |
FOR 3 funds |
| VALHI INC. | May 23, 2024 | Director Nominees: Michael S. Simmons Director Elections |
Board | For | Split 6 FOR, 1 WITHHOLD |
FOR 3 funds |
| VALHI INC. | May 23, 2024 | Nonbinding advisory vote approving named executive officer compensation. Say-on-Pay |
Board | For | Split 7 FOR, 1 AGAINST |
FOR 4 funds |
| VANDA PHARMACEUTICALS INC. | May 17, 2024 | To elect two Class III Directors: Mihael H. Polymeropoulos, M.D. Director Elections |
Board | For | Split 13 FOR, 2 AGAINST |
FOR 5 funds |
| VANDA PHARMACEUTICALS INC. | May 17, 2024 | To elect two Class III Directors: Phaedra S. Chrousos Director Elections |
Board | For | Split 12 FOR, 3 AGAINST |
FOR 5 funds |
| VAXART INC. | June 11, 2024 | To approve, on a non-binding, advisory basis, the compensation of our named executive officers, as disclosed in the proxy statement. Say-on-Pay |
Board | For | Split 1 FOR, 9 AGAINST |
AGAINST 2 funds |
| VENTAS INC. | May 14, 2024 | Approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | Split 52 FOR, 1 AGAINST |
FOR 17 funds |
| VENTAS INC. | May 14, 2024 | Election of Directors: Debra A. Cafaro Director Elections |
Board | For | Split 18 FOR, 33 AGAINST |
FOR 16 funds |
| VENTAS INC. | May 14, 2024 | Election of Directors: Marguerite M. Nader Director Elections |
Board | For | Split 18 FOR, 33 AGAINST |
FOR 16 funds |
| VENTAS INC. | May 14, 2024 | Election of Directors: Matthew J. Lustig Director Elections |
Board | For | Split 18 FOR, 33 AGAINST |
FOR 16 funds |
| VENTAS INC. | May 14, 2024 | Election of Directors: Melody C. Barnes Director Elections |
Board | For | Split 18 FOR, 33 AGAINST |
FOR 16 funds |
| VENTAS INC. | May 14, 2024 | Election of Directors: Roxanne M. Martino Director Elections |
Board | For | Split 18 FOR, 33 AGAINST |
FOR 16 funds |
| VENTAS INC. | May 14, 2024 | Election of Directors: Sean P. Nolan Director Elections |
Board | For | Split 18 FOR, 33 AGAINST |
FOR 16 funds |
| VENTAS INC. | May 14, 2024 | Election of Directors: Walter C. Rakowich Director Elections |
Board | For | Split 18 FOR, 33 AGAINST |
FOR 16 funds |
| VERITEX HOLDINGS INC. | May 15, 2024 | Advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | Split 14 FOR, 1 AGAINST |
FOR 8 funds |
| VERITONE INC. | June 13, 2024 | Hold an advisory vote to approve executive compensation. Say-on-Pay |
Board | For | Split 11 FOR, 1 AGAINST |
FOR 2 funds |
| VERRA MOBILITY CORP. | May 21, 2024 | Approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | Split 22 FOR, 1 AGAINST |
FOR 8 funds |
| VERVE THERAPEUTICS INC. | June 6, 2024 | Approval, on an advisory basis, of the compensation paid to our named executive officers. Say-on-Pay |
Board | For | Split 25 FOR, 1 AGAINST |
FOR 5 funds |
| VIATRIS INC. | December 15, 2023 | Approval of, on a non-binding advisory basis, the 2022 compensation of the named executive officers of the Company. Say-on-Pay |
Board | For | Split 22 FOR, 4 AGAINST |
FOR 17 funds |
| VICTORY CAPITAL HOLDINGS INC. | May 8, 2024 | Election of Class III Directors: David C. Brown Director Elections |
Board | For | Split 16 FOR, 1 AGAINST |
FOR 5 funds |
| VICTORY CAPITAL HOLDINGS INC. | May 8, 2024 | Election of Class III Directors: Richard M. DeMartini Director Elections |
Board | For | Split 14 FOR, 3 AGAINST |
AGAINST 5 funds |
| VIR BIOTECHNOLOGY 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 3 FOR, 13 AGAINST |
AGAINST 8 funds |
| VITESSE ENERGY INC. | May 2, 2024 | Election of Directors: Brian P. Friedman Director Elections |
Board | For | Split 15 FOR, 1 AGAINST |
AGAINST 2 funds |
| VITESSE ENERGY INC. | May 2, 2024 | Election of Directors: Daniel J. O'Leary Director Elections |
Board | For | Split 12 FOR, 4 AGAINST |
FOR 2 funds |
| VITESSE ENERGY INC. | May 2, 2024 | Election of Directors: Linda L. Adamany Director Elections |
Board | For | Split 13 FOR, 3 AGAINST |
FOR 2 funds |
| VITESSE ENERGY INC. | May 2, 2024 | Election of Directors: Randy I. Stein Director Elections |
Board | For | Split 13 FOR, 3 AGAINST |
FOR 2 funds |
| VIZIO HOLDING CORP. | June 12, 2024 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | Split 14 FOR, 1 AGAINST |
FOR 6 funds |
| VMWARE INC. | July 13, 2023 | Election of Directors: Egon Durban Director Elections |
Board | For | Split 1 FOR, 18 AGAINST |
FOR 11 funds |
| VORNADO REALTY TRUST | May 23, 2024 | NON-BINDING, ADVISORY RESOLUTION ON EXECUTIVE COMPENSATION. Say-on-Pay |
Board | For | Split 2 FOR, 17 AGAINST |
AGAINST 14 funds |
| WALGREENS BOOTS ALLIANCE INC. | January 25, 2024 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | Split 23 FOR, 1 AGAINST |
AGAINST 15 funds |
| WARNER BROS. DISCOVERY INC. | June 3, 2024 | To approve the amended and restated Warner Bros. Discovery, Inc. Stock Incentive Plan. Compensation |
Board | For | Split 19 FOR, 15 AGAINST |
FOR 13 funds |
| 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 November 1, 2026 from SEC Form N-PX filings.