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
1,787 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 |
|---|---|---|---|---|---|---|
| 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 |
| KLAVIYO INC. | June 11, 2024 | Election of Class I Directors: Andrew Bialecki Director Elections |
Board | For | FOR 11 funds |
WITHHOLD 3 funds |
| KLAVIYO INC. | June 11, 2024 | Election of Class I Directors: Ping Li Director Elections |
Board | For | FOR 11 funds |
WITHHOLD 3 funds |
| KLAVIYO INC. | June 11, 2024 | Election of Class I Directors: Tony Weisman Director Elections |
Board | For | FOR 11 funds |
WITHHOLD 3 funds |
| KLEPIERRE | May 3, 2024 | Elect David Simon Director Elections |
Board | For | AGAINST 1 fund |
FOR 6 funds |
| KLEPIERRE | May 3, 2024 | Elect Steven Fivel Director Elections |
Board | For | AGAINST 1 fund |
FOR 6 funds |
| KNOW LABS INC. | September 22, 2023 | To approve, by a non-binding advisory vote, the compensation of the Company's named executive officers as disclosed in the attached proxy statement. Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 2 funds |
| KURA ONCOLOGY INC. | June 5, 2024 | Approval, on an advisory basis, of the compensation of our named executive officers during the year ended December 31, 2023. Say-on-Pay |
Board | For | FOR 17 funds |
AGAINST 5 funds |
| LA-Z-BOY INC. | August 29, 2023 | Elect James P. Hackett Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 8 funds |
| LAKELAND FINANCIAL CORP. | April 9, 2024 | ELECTION OF DIRECTORS: Bradley J. Toothaker Director Elections |
Board | For | FOR 16 funds |
WITHHOLD 7 funds |
| LARIMAR THERAPEUTICS INC. | May 29, 2024 | Election of Class I Directors for a Three-Year Term Expiring in 2027: Jonathan Leff Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 2 funds |
| LAZYDAYS HOLDINGS INC. | June 10, 2024 | Approval of an amendment to the 2018 Long-Term Incentive Plan to increase the number of authorized shares of common stock by 1,500,000. Compensation |
Board | For | AGAINST 7 funds |
FOR 2 funds |
| LEE ENTERPRISES INC. | February 22, 2024 | Approve, by non-binding vote, the Company's compensation of its Named Executive Officers ("Say-On-Pay" vote). Say-on-Pay |
Board | For | AGAINST 4 funds |
FOR 2 funds |
| LENNAR CORP. | April 10, 2024 | Elect 11 directors to serve until the 2025 Annual Meeting of Stockholders: Amy Banse Director Elections |
Board | For | FOR 42 funds |
AGAINST 13 funds |
| LENNAR CORP. | April 10, 2024 | Elect 11 directors to serve until the 2025 Annual Meeting of Stockholders: Armando Olivera Director Elections |
Board | For | FOR 42 funds |
AGAINST 13 funds |
| LENNAR CORP. | April 10, 2024 | Elect 11 directors to serve until the 2025 Annual Meeting of Stockholders: Serena Wolfe Director Elections |
Board | For | FOR 42 funds |
AGAINST 13 funds |
| LENNAR CORP. | April 10, 2024 | Elect 11 directors to serve until the 2025 Annual Meeting of Stockholders: Sherrill W. Hudson Director Elections |
Board | For | FOR 43 funds |
AGAINST 13 funds |
| LENNAR CORP. | April 10, 2024 | Elect 11 directors to serve until the 2025 Annual Meeting of Stockholders: Teri P. McClure Director Elections |
Board | For | FOR 42 funds |
AGAINST 13 funds |
| LENNAR CORP. | April 10, 2024 | Elect 11 directors to serve until the 2025 Annual Meeting of Stockholders: Theron (Tig) Gilliam Director Elections |
Board | For | FOR 43 funds |
AGAINST 13 funds |
| LEXEO THERAPEUTICS INC. | June 25, 2024 | The election of Mette Kirstine Agger as the Class I director: Mette Kirstine Agger Director Elections |
Board | For | FOR 12 funds |
WITHHOLD 2 funds |
| LIBERTY LATIN AMERICA LTD. | May 21, 2024 | To approve, on an advisory basis, the compensation of our named executive officers as described in the proxy statement under the heading "Executive Officers and Directors Compensation;" and Say-on-Pay |
Board | For | FOR 13 funds |
AGAINST 2 funds |
| LIFEWAY FOODS INC. | June 14, 2024 | To approve, by non-binding advisory vote, executive compensation. Say-on-Pay |
Board | For | AGAINST 4 funds |
FOR 2 funds |
| LINEAGE CELL THERAPEUTICS INC. | September 6, 2023 | To approve an amendment to the Lineage Cell Therapeutics, Inc. 2021 Equity Incentive Plan to increase the number of common shares available thereunder by 19,500,000. Compensation |
Board | For | AGAINST 6 funds |
FOR 2 funds |
| LINKBANCORP INC. | May 23, 2024 | Election of Directors: David H. Koppenhaver Director Elections |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| LINKBANCORP INC. | May 23, 2024 | Election of Directors: George Parmer Director Elections |
Board | For | AGAINST 4 funds |
FOR 1 fund |
| LIONS GATE ENTERTAINMENT CORP. | November 28, 2023 | Election of Directors: Hardwick Simmons Director Elections |
Board | For | FOR 18 funds |
WITHHOLD 7 funds |
| LOEWS CORP. | May 14, 2024 | Election of Directors: Paul J. Fribourg Director Elections |
Board | For | FOR 24 funds |
AGAINST 14 funds |
| LONDON STOCK EXCHANGE GROUP PLC | April 25, 2024 | Remuneration Policy Compensation |
Board | For | FOR 1 fund |
AGAINST 4 funds |
| LUCID GROUP INC. | June 4, 2024 | To approve the amendment and restatement of the Lucid Group, Inc. Second Amended and Restated 2021 Stock Incentive Plan Compensation |
Board | For | FOR 16 funds |
AGAINST 8 funds |
| MAGELLAN MIDSTREAM PARTNERS LP | September 21, 2023 | To approve, on a non-binding advisory basis, the compensation that may be paid or become payable to the named executive officers of Magellan GP, LLC, the general partner of Magellan, that is based on or otherwise relates to the merger contemplated by the Merger Agreement. Say-on-Pay |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| MAINSTREET BANCSHARES INC. | May 15, 2024 | Approval of the proposal to amend the 2019 Equity Incentive Plan to increase the number of shares of common stock available for issuance from 650,000 to 1,150,000 shares. Compensation |
Board | For | FOR 7 funds |
AGAINST 2 funds |
| MALIBU BOATS INC. | October 26, 2023 | Elect Michael J. Connolly Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 8 funds |
| MAPLEBEAR INC. | May 29, 2024 | To elect the following Class I director nominees: Fidji Simo Director Elections |
Board | For | FOR 32 funds |
WITHHOLD 3 funds |
| MARCUS & MILLICHAP INC. | May 2, 2024 | To approve, on an advisory basis, the compensation of the Company's named executive officers as disclosed in the proxy statement. Say-on-Pay |
Board | For | FOR 18 funds |
AGAINST 9 funds |
| MARQETA INC. | June 13, 2024 | To approve, on a non-binding advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 23 funds |
AGAINST 5 funds |
| MASCO CORP. | May 10, 2024 | Election of Directors: Marie A. Ffolkes Director Elections |
Board | For | FOR 18 funds |
AGAINST 15 funds |
| MASTECH DIGITAL INC. | May 15, 2024 | Vote to approve the amendment and restatement of our Stock Incentive Plan originally effective as of October 1, 2008 and amended and restated effective as of May 14, 2014 (as amended through the date hereof, the "Plan"). Compensation |
Board | For | AGAINST 3 funds |
FOR 1 fund |
| MEDIATEK INC. | May 27, 2024 | Elect CHANG Peng-Heng Director Elections |
Board | For | FOR 1 fund |
AGAINST 4 funds |
| MEDIATEK INC. | May 27, 2024 | Elect TSAI Ming-Kai Director Elections |
Board | For | FOR 1 fund |
AGAINST 4 funds |
| MEDIATEK INC. | May 27, 2024 | Elect WU Chung-Yu Director Elections |
Board | For | FOR 1 fund |
AGAINST 4 funds |
| MEDICAL PROPERTIES TRUST INC. | May 30, 2024 | To elect nine directors: D. Paul Sparks, Jr. Director Elections |
Board | For | FOR 17 funds |
AGAINST 13 funds |
| MEDICAL PROPERTIES TRUST INC. | May 30, 2024 | To elect nine directors: Michael G. Stewart Director Elections |
Board | For | FOR 17 funds |
AGAINST 13 funds |
| MEGA MATRIX CORP. | December 29, 2023 | To approve the proposed Amended and Restated 2021 Equity Incentive Plan. Compensation |
Board | For | AGAINST 3 funds |
FOR 1 fund |
| MEITUAN | June 14, 2024 | Elect MU Rongjun Director Elections |
Board | For | FOR 1 fund |
AGAINST 4 funds |
| MERCADOLIBRE INC. | June 5, 2024 | Elect Henrique Dubugras Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 4 funds |
| META MATERIALS INC. | April 15, 2024 | To approve an amendment to our Amended and Restated Articles of Incorporation, as amended, to increase the total number of authorized shares of common stock from 10,000,000 shares to 250,000,000 shares (the "Authorized Share Increase Proposal"). Capital Structure |
Board | For | FOR 8 funds |
AGAINST 1 fund |
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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.