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 |
|---|---|---|---|---|---|---|
| FIRST BANCORP | May 2, 2024 | To approve the 2024 Equity Plan. Compensation |
Board | For | FOR 13 funds |
AGAINST 7 funds |
| FIRST BANCORP | May 23, 2024 | Election of Directors: Juan Acosta Reboyras Director Elections |
Board | For | FOR 24 funds |
AGAINST 7 funds |
| FIRST HORIZON CORP. | April 23, 2024 | Ratification of appointment of KPMG LLP as auditors. Audit-related |
Board | For | FOR 23 funds |
AGAINST 12 funds |
| FLUSHING FINANCIAL CORP. | May 29, 2024 | Election of Class B Directors (for a term expiring in 2027): Louis C. Grassi Director Elections |
Board | For | FOR 14 funds |
AGAINST 4 funds |
| FLUSHING FINANCIAL CORP. | May 29, 2024 | Election of Class B Directors (for a term expiring in 2027): Michael A. Azarian Director Elections |
Board | For | FOR 14 funds |
AGAINST 4 funds |
| FLUX POWER HOLDINGS INC. | April 18, 2024 | Election of Directors: Dale Robinette Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| FLUX POWER HOLDINGS INC. | April 18, 2024 | Election of Directors: Lisa Walters-Hoffert Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| FORD MOTOR CO. | May 9, 2024 | Election of Directors: Henry Ford III Director Elections |
Board | Not determined | FOR 23 funds |
AGAINST 13 funds |
| FOX FACTORY HOLDING CORP. | May 3, 2024 | Election of Directors term expires in 2027: Ted D. Waitman Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 9 funds |
| FREIGHTCAR AMERICA INC. | May 14, 2024 | To approve an increase in the shares authorized under the FreightCar America, Inc. 2022 Long Term Incentive Plan for general use. Compensation |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| FRONTIER COMMUNICATIONS PARENT INC. | May 15, 2024 | To approve, on an advisory basis, our named executive officer compensation. Say-on-Pay |
Board | For | FOR 22 funds |
AGAINST 10 funds |
| FUELCELL ENERGY INC. | April 4, 2024 | To approve, on a non-binding advisory basis, the compensation of FuelCell Energy, Inc.'s named executive officers as set forth in the "Executive Compensation" section of the Proxy Statement Say-on-Pay |
Board | For | FOR 13 funds |
AGAINST 5 funds |
| FUYAO GLASS INDUSTRY GROUP CO LTD. | January 16, 2024 | Elect CHO Tak Wong Director Elections |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| FUYAO GLASS INDUSTRY GROUP CO LTD. | January 16, 2024 | Elect LIU Jing Director Elections |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| FUYAO GLASS INDUSTRY GROUP CO LTD. | April 25, 2024 | Appointment of Domestic Auditor and Authority to Set Fees Audit-related |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| FUYAO GLASS INDUSTRY GROUP CO LTD. | April 25, 2024 | Appointment of Overseas Auditor and Authority to Set Fees Audit-related |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| GAN LTD. | February 13, 2024 | To approve, on an advisory (non-binding) basis, the compensation that may be paid or become payable to GAN Limited's named executive officers in connection with the merger. Say-on-Pay |
Board | For | FOR 4 funds |
AGAINST 2 funds |
| GARMIN LTD. | June 7, 2024 | Re-election of five directors and election of one new director: Jonathan C. Burrell Director Elections |
Board | For | FOR 15 funds |
AGAINST 13 funds |
| GENMAB A/S | March 13, 2024 | Elect Anders Gersel Pedersen Director Elections |
Board | For | AGAINST 1 fund |
FOR 6 funds |
| GENMAB A/S | March 13, 2024 | Elect Pernille Erenbjerg Director Elections |
Board | For | AGAINST 1 fund |
FOR 6 funds |
| GEVO INC. | May 21, 2024 | To cast an advisory (non-binding) vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 13 funds |
AGAINST 2 funds |
| GLIMPSE GROUP INC. | December 15, 2023 | To hold an advisory vote on executive compensation (the "Say-on-Pay Proposal") Say-on-Pay |
Board | For | AGAINST 4 funds |
FOR 2 funds |
| GLOBAL BUSINESS TRAVEL GROUP INC. | June 5, 2024 | Election of four Class II directors: James Bush Director Elections |
Board | For | AGAINST 6 funds |
FOR 4 funds |
| GOLAR LNG LTD. | August 8, 2023 | To re-elect Carl Steen as a Director of the Company. Director Elections |
Board | For | FOR 15 funds |
AGAINST 5 funds |
| GOLAR LNG LTD. | August 8, 2023 | To re-elect Daniel Rabun as a Director of the Company. Director Elections |
Board | For | FOR 15 funds |
AGAINST 5 funds |
| GOLDEN MATRIX GROUP INC. | March 19, 2024 | Approval, for the purposes of complying with the applicable listing rules of Nasdaq, or the issuance of more than 20% of the Company's issued and outstanding common stock in certain offerings following the Special Meeting, as described in greater detail in the Proxy Statement (the "Nasdaq Proposal"). Capital Structure |
Board | For | AGAINST 4 funds |
FOR 1 fund |
| GOLDMAN SACHS GROUP INC. | April 24, 2024 | Advisory Vote to Approve Executive Compensation (Say on Pay) Say-on-Pay |
Board | For | FOR 35 funds |
AGAINST 16 funds |
| GREENWICH LIFESCIENCES INC. | December 15, 2023 | Election of Directors Nominees: F. Joseph Daugherty, M.D. Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 1 fund |
| GREENWICH LIFESCIENCES INC. | December 15, 2023 | Election of Directors Nominees: Snehal S. Patel Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 1 fund |
| GRIFFON CORP. | March 20, 2024 | Elect Lacy M. Johnson Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 7 funds |
| GROUP 1 AUTOMOTIVE INC. | May 15, 2024 | Election Of Director: Maryann Wright Director Elections |
Board | For | AGAINST 1 fund |
FOR 8 funds |
| GRUPO FINANCIERO BANORTE, S.A.B. DE C.V | April 29, 2024 | Elect Carlos Hank Gonzalez Director Elections |
Board | For | AGAINST 1 fund |
FOR 3 funds |
| HAKUHODO DY HOLDINGS INC. | June 27, 2024 | Elect Masayuki Mizushima Director Elections |
Board | For | FOR 1 fund |
AGAINST 4 funds |
| HALEON PLC | May 8, 2024 | Elect Deirdre Mahlan Director Elections |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| HALLADOR ENERGY CO. | May 30, 2024 | Election of six Directors for a one-year term: David J. Lubar Director Elections |
Board | For | AGAINST 12 funds |
FOR 2 funds |
| HANOVER INSURANCE GROUP INC. | May 14, 2024 | Election of three Directors, each for a three-year term: Kathleen S. Lane Director Elections |
Board | For | FOR 18 funds |
AGAINST 9 funds |
| HARBORONE BANCORP INC. | May 15, 2024 | A non-binding advisory resolution to approve the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 13 funds |
AGAINST 5 funds |
| HARLEY-DAVIDSON INC. | May 16, 2024 | Elect Allan C. Golston Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 11 funds |
| HARLEY-DAVIDSON INC. | May 16, 2024 | Elect Jared D. Dourdeville Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 11 funds |
| HARLEY-DAVIDSON INC. | May 16, 2024 | Elect Maryrose T. Sylvester Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 11 funds |
| HARLEY-DAVIDSON INC. | May 16, 2024 | Elect N. Thomas Linebarger Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 11 funds |
| HARLEY-DAVIDSON INC. | May 16, 2024 | Elect Sara L. Levinson Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 11 funds |
| HAWTHORN BANCSHARES INC. | June 4, 2024 | Proposal to ratify the selection of the accounting firm of FORVIS LLP as the Company's independent registered public accounting firm for 2024. Audit-related |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| HAYNES INTERNATIONAL INC. | April 16, 2024 | To approve, on an advisory, non-binding, basis, the compensation that may be paid or become payable to Haynes' named executive officers in connection with the transactions contemplated by the Merger Agreement. Say-on-Pay |
Board | For | FOR 14 funds |
AGAINST 5 funds |
| HELMERICH & PAYNE INC. | February 27, 2024 | Election of Director: Randy A. Foutch Director Elections |
Board | For | AGAINST 1 fund |
FOR 7 funds |
| HERMES INTERNATIONAL SCA | April 30, 2024 | Elect Blaise Guerrand Director Elections |
Board | For | AGAINST 1 fund |
FOR 6 funds |
| HERMES INTERNATIONAL SCA | April 30, 2024 | Elect Matthieu Dumas Director Elections |
Board | For | AGAINST 1 fund |
FOR 6 funds |
| HERMES INTERNATIONAL SCA | April 30, 2024 | Elect Olympia Guerrand Director Elections |
Board | For | AGAINST 1 fund |
FOR 6 funds |
| HERON THERAPEUTICS INC. | June 13, 2024 | To amend the 2007 Plan to increase the number of shares of common stock authorized for issuance thereunder by 7,500,000 from 39,190,000 to 46,690,000. Compensation |
Board | For | AGAINST 14 funds |
FOR 4 funds |
| HERON THERAPEUTICS INC. | June 13, 2024 | To approve, on a nonbinding advisory basis, compensation paid to our Named Executive Officers during the fiscal year ended December 31, 2023. Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 5 funds |
| HF SINCLAIR CORP. | May 22, 2024 | Election Of Director: Robert J. Kostelnik Director Elections |
Board | For | AGAINST 1 fund |
FOR 13 funds |
| HIPPO HOLDINGS INC. | June 4, 2024 | Elect three Class III directors for a three-year term: Assaf Wand Director Elections |
Board | For | WITHHOLD 10 funds |
FOR 4 funds |
| HOME BANCORP INC. | May 7, 2024 | Election of Directors: John A. Hendry - one-year term expiring in 2025 Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 2 funds |
| HOME BANCSHARES INC. | April 18, 2024 | Election of Directors: Jim Rankin, Jr. Director Elections |
Board | For | FOR 12 funds |
WITHHOLD 6 funds |
| HSBC HOLDINGS PLC | May 3, 2024 | Elect Ann F. Godbehere Director Elections |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| HSBC HOLDINGS PLC | May 3, 2024 | Elect Kalpana Morparia Director Elections |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| HYCROFT MINING HOLDING CORP. | May 23, 2024 | Election of Directors: Sean D. Goodman Director Elections |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| IAC INC. | June 11, 2024 | Election of Directors: David Rosenblatt Director Elections |
Board | For | FOR 27 funds |
WITHHOLD 11 funds |
| IAC INC. | June 11, 2024 | Election of Directors: Richard F. Zannino (To be voted upon by the holders of Common Stock voting as a separate class) Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 11 funds |
| IGM BIOSCIENCES INC. | June 11, 2024 | Approval of a stock option exchange program for employees (excluding our chief executive officer and non-employee directors). Compensation |
Board | For | AGAINST 13 funds |
FOR 4 funds |
| IHEARTMEDIA INC. | June 5, 2024 | The approval, on an advisory (non-binding) basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 17 funds |
AGAINST 7 funds |
| ILLUMINA INC. | May 16, 2024 | Election Of Director: Caroline D. Dorsa Director Elections |
Board | For | AGAINST 1 fund |
FOR 14 funds |
| INCHCAPE PLC | May 9, 2024 | Elect Byron Grote Director Elections |
Board | For | AGAINST 1 fund |
FOR 3 funds |
| INDIE SEMICONDUCTOR INC. | June 13, 2024 | To approve an amendment to the 2021 Omnibus Equity Incentive Plan to increase the number of shares of Class A Common Stock reserved for issuance thereunder by 7,000,000 shares. Compensation |
Board | For | FOR 16 funds |
AGAINST 4 funds |
| INGLES MARKETS INC. | February 13, 2024 | Elect Ernest E. Ferguson Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 7 funds |
| INNOVENT BIOLOGICS INC. | June 21, 2024 | Approval of the Post-IPO Share Scheme Compensation |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| INNOVENT BIOLOGICS INC. | June 21, 2024 | Elect Nick CHEN Shuyun Director Elections |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| INNOVENT BIOLOGICS INC. | June 21, 2024 | Service Provider Sublimit Compensation |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| INOGEN INC. | June 5, 2024 | To approve the Inogen, Inc. Amended and Restated 2023 Equity Incentive Plan. Compensation |
Board | For | FOR 11 funds |
AGAINST 2 funds |
| INTERACTIVE BROKERS GROUP INC. | April 18, 2024 | Election of Directors: Milan Galik Director Elections |
Board | For | FOR 29 funds |
AGAINST 14 funds |
| INTERNATIONAL BUSINESS MACHINES CORP. | April 30, 2024 | Election of Director for a Term of One Year: Andrew N. Liveris Director Elections |
Board | For | AGAINST 1 fund |
FOR 13 funds |
| INTUITIVE SURGICAL INC. | April 25, 2024 | The amendment and restatement of the Amended and Restated 2010 Incentive Award Plan. Compensation |
Board | For | FOR 56 funds |
AGAINST 15 funds |
| IRIDIUM COMMUNICATIONS INC. | May 21, 2024 | Elect Thomas J. Fitzpatrick Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 13 funds |
| IROBOT CORP. | October 12, 2023 | To approve, on an advisory (non-binding) basis, certain compensation that may be paid or become payable to iRobot's named executive officers in connection with the merger; and Say-on-Pay |
Board | For | FOR 14 funds |
AGAINST 8 funds |
| ISPIRE TECHNOLOGY INC. | June 25, 2024 | Election of Directors: Brent Cox Director Elections |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| ISPIRE TECHNOLOGY INC. | June 25, 2024 | Election of Directors: Christopher Robert Burch Director Elections |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| ISPIRE TECHNOLOGY INC. | June 25, 2024 | Election of Directors: John Fargis Director Elections |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| ISPIRE TECHNOLOGY INC. | June 25, 2024 | Election of Directors: Tuanfang Liu Director Elections |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| ISUN INC. | July 12, 2023 | Election of Directors: Stewart Martin Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 1 fund |
| ITAUSA SA | April 30, 2024 | Request Separate Election for Board Member (Preferred Shareholders) Director Elections |
Board | None | AGAINST 1 fund |
ABSTAIN 1 fund |
| IZEA WORLDWIDE INC. | October 17, 2023 | To approve an amendment and restatement of IZEA's Amended and Restated 2011 Equity Incentive Plan to, among other things, increase the number of shares of common stock authorized for issuance thereunder by 1,800,000 and to reflect emerging best practices. Compensation |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| JABIL INC. | January 25, 2024 | Election of Director: Steven A. Raymund Director Elections |
Board | For | AGAINST 2 funds |
FOR 13 funds |
| JAPAN POST INSURANCE CO. LTD. | June 17, 2024 | Elect Kunio Tanigaki Director Elections |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| JCDECAUX SA | May 7, 2024 | 2024 Remuneration Policy (Management Board) Compensation |
Board | For | FOR 1 fund |
AGAINST 4 funds |
| KANSAI ELECTRIC POWER COMPANY INC. | June 26, 2024 | Elect Kiyoshi Sono Director Elections |
Board | For | FOR 1 fund |
AGAINST 5 funds |
| KANZHUN LIMITED | June 28, 2024 | To re-elect Mr. Peng Zhao as an executive Director. Director Elections |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| KB HOME | April 18, 2024 | Election of Directors: Arthur R. Collins Director Elections |
Board | For | FOR 29 funds |
AGAINST 9 funds |
| KB HOME | April 18, 2024 | Election of Directors: James C. Weaver Director Elections |
Board | For | FOR 29 funds |
AGAINST 9 funds |
| KB HOME | April 18, 2024 | Election of Directors: Jodeen A. Kozlak Director Elections |
Board | For | FOR 29 funds |
AGAINST 9 funds |
| KBC GROUPE SA NV | May 2, 2024 | Remuneration Policy Compensation |
Board | For | FOR 1 fund |
AGAINST 4 funds |
| KBC GROUPE SA NV | May 2, 2024 | Remuneration Report Compensation |
Board | For | FOR 1 fund |
AGAINST 4 funds |
| KEYENCE CORP. | June 14, 2024 | Allocation of Profits/Dividends Capital Structure |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| KEYENCE CORP. | June 14, 2024 | Elect Takemitsu Takizaki Director Elections |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| KEYENCE CORP. | June 14, 2024 | Elect Yu Nakata Director Elections |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| KIA CORP. | March 15, 2024 | Elect CHOI Jun Young Director Elections |
Board | For | FOR 1 fund |
AGAINST 5 funds |
| KILROY REALTY CORP. | May 22, 2024 | Election Of Director: Edward F. Brennan, Phd Director Elections |
Board | For | FOR 1 fund |
AGAINST 14 funds |
| KILROY REALTY CORP. | May 22, 2024 | Election Of Director: Gary R. Stevenson Director Elections |
Board | For | FOR 1 fund |
AGAINST 14 funds |
| KILROY REALTY CORP. | May 22, 2024 | Election Of Director: Jolie A. Hunt Director Elections |
Board | For | FOR 1 fund |
AGAINST 14 funds |
| KILROY REALTY CORP. | May 22, 2024 | Election Of Director: Louisa G. Ritter Director Elections |
Board | For | FOR 1 fund |
AGAINST 14 funds |
| KINSALE CAPITAL GROUP INC. | May 23, 2024 | Election of nine directors: Gregory M. Share Director Elections |
Board | For | FOR 25 funds |
AGAINST 12 funds |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 18, 2026 from SEC Form N-PX filings.