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 |
|---|---|---|---|---|---|---|
| PARAMOUNT GROUP INC. | May 16, 2024 | Election Of Director: Martin Bussmann Director Elections |
Board | For | FOR 1 fund |
AGAINST 9 funds |
| PARK-OHIO HOLDINGS CORP. | May 23, 2024 | Election of Directors: James W. Wert Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 2 funds |
| PBF ENERGY INC. | April 30, 2024 | Election of Director: Spencer Abraham Director Elections |
Board | For | AGAINST 1 fund |
FOR 11 funds |
| PDS BIOTECHNOLOGY CORP. | July 14, 2023 | To approve the Third Amended and Restated PDS Biotechnology Corporation 2014 Equity Incentive Plan, which was approved by our Board of Directors on May 19, 2023 Compensation |
Board | For | AGAINST 8 funds |
FOR 1 fund |
| PDS BIOTECHNOLOGY CORP. | June 24, 2024 | To approve an amendment to our Eighth Amended and Restated Certificate of Incorporation, as amended, to increase the number of authorized shares of our common stock from 75,000,000 shares to 150,000,000 shares; Capital Structure |
Board | For | FOR 11 funds |
AGAINST 2 funds |
| PENNS WOODS BANCORP INC. | May 7, 2024 | Election of Directors: Charles E. Kranich, II Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 2 funds |
| PENNS WOODS BANCORP INC. | May 7, 2024 | Election of Directors: William J. Edwards Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 2 funds |
| PERMIAN RESOURCES CORP. | May 22, 2024 | Election Of Director: Robert J. Anderson (If The Declassification Amendment Under Proposal 1 Is Approved) Director Elections |
Board | For | FOR 1 fund |
AGAINST 9 funds |
| PERSPECTIVE THERAPEUTICS INC. | May 31, 2024 | To consider and vote on a proposal to approve an amendment to the Company's Amended and Restated Certificate of Incorporation to effect a reverse stock split of the Company's outstanding shares of common stock at a ratio of 1:10 (the "Reverse Stock Split"), with such reverse stock split to be effected at such time and date, if at all, as determined by the Company's board of directors in its sole discretion (the "Reverse Stock Split Proposal"). Capital Structure |
Board | For | AGAINST 3 funds |
FOR 1 fund |
| PIEDMONT LITHIUM INC. | June 13, 2024 | Approval of the grant of up to 169,903 stock options to Mr. Keith Phillips. Compensation |
Board | For | FOR 13 funds |
AGAINST 4 funds |
| PIEDMONT LITHIUM INC. | June 13, 2024 | Approval of the grant of up to 257,442 performance stock units to Mr. Keith Phillips. Compensation |
Board | For | FOR 13 funds |
AGAINST 4 funds |
| PIEDMONT LITHIUM INC. | June 13, 2024 | Approval of the grant of up to 64,362 restricted stock units to Mr. Keith Phillips. Compensation |
Board | For | FOR 13 funds |
AGAINST 4 funds |
| PLAYA HOTELS & RESORTS NV | May 16, 2024 | Authorization of the Board to acquire shares (and depository receipts for shares) in the capital of the Company Capital Structure |
Board | For | AGAINST 10 funds |
FOR 3 funds |
| POOL CORP. | May 1, 2024 | Election of Director: David G. Whalen Director Elections |
Board | Not determined | AGAINST 1 fund |
FOR 14 funds |
| POWSZECHNY ZAKLAD UBEZPIECZEN SA | June 18, 2024 | Changes to Supervisory Board Composition Director Elections |
Board | For | FOR 1 fund |
AGAINST 3 funds |
| PRAXIS PRECISION MEDICINES INC. | November 6, 2023 | Approval of amendments to our Amended and Restated Certificate of Incorporation, to give our Board of Directors discretionary authority to effect a reverse stock split of all of the outstanding shares of our Common Stock, at a ratio ranging from any whole number between 1-for-5 and 1-for-25, as determined by our Board in its discretion (the "Reverse Stock Split Proposal"). Capital Structure |
Board | For | AGAINST 4 funds |
FOR 1 fund |
| PRIMEENERGY RESOURCES CORP. | June 5, 2024 | Election of Directors: H. Gifford Fong Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 2 funds |
| PRIMERICA INC. | May 8, 2024 | To elect the following directors: Beatriz R. Perez Director Elections |
Board | For | FOR 41 funds |
AGAINST 12 funds |
| PRIO SA | April 19, 2024 | Allocate Cumulative Votes to Emiliano Fernandes Lourenco Gomes Director Elections |
Board | None | FOR 1 fund |
ABSTAIN 1 fund |
| PRIO SA | April 19, 2024 | Allocate Cumulative Votes to Felipe Bueno da Silva Director Elections |
Board | None | AGAINST 1 fund |
FOR 1 fund |
| PRIO SA | April 19, 2024 | Allocate Cumulative Votes to Nelson de Queiroz Sequeiros Tanure Director Elections |
Board | None | AGAINST 1 fund |
ABSTAIN 1 fund |
| PRO-DEX INC. | December 14, 2023 | To amend the Company's 2014 Employee Stock Purchase Plan in order to extend its term for an additional ten years. Compensation |
Board | For | AGAINST 4 funds |
FOR 1 fund |
| PROSUS NV | August 23, 2023 | Authority to Repurchase Shares Capital Structure |
Board | For | FOR 1 fund |
AGAINST 5 funds |
| PROTHENA CORPORATION PLC | May 14, 2024 | To approve an amendment to the Company's 2018 Long Term Incentive Plan to increase the number of ordinary shares available for issuance under that Plan by 2,000,000 ordinary shares. Compensation |
Board | For | FOR 18 funds |
AGAINST 4 funds |
| PSQ HOLDINGS INC. | April 30, 2024 | To approve certain security issuances for purposes of complying with NYSE Listing Rule 312.03(b)(i). Capital Structure |
Board | For | AGAINST 3 funds |
FOR 1 fund |
| PT BANK CENTRAL ASIA TBK | March 14, 2024 | Directors' and Commissioners' Fees Compensation |
Board | For | FOR 1 fund |
AGAINST 3 funds |
| PULSE BIOSCIENCES INC. | December 19, 2023 | Subject to approval of Proposal 1, to ratify options awarded under the Plan on November 1, 2023 to acquire up to 1,505,000 shares of the Company's common stock. Compensation |
Board | For | AGAINST 8 funds |
FOR 2 funds |
| PULTEGROUP INC. | May 6, 2024 | Election of Directors: Bryce Blair Director Elections |
Board | For | FOR 36 funds |
AGAINST 13 funds |
| QIAGEN NV | June 21, 2024 | Proposal to adopt the Remuneration Policy with respect to the Supervisory Board. Compensation |
Board | For | FOR 1 fund |
AGAINST 4 funds |
| QIAGEN NV | June 21, 2024 | Proposal to determine the remuneration of the members of the Supervisory Board. Compensation |
Board | For | FOR 1 fund |
AGAINST 4 funds |
| QIAGEN NV | June 21, 2024 | Reappointment of the Supervisory Director: Mr. Lawrence A. Rosen Director Elections |
Board | For | FOR 1 fund |
AGAINST 4 funds |
| QIAGEN NV | June 21, 2024 | Reappointment of the Supervisory Director: Ms. Elizabeth E. Tallett Director Elections |
Board | For | AGAINST 1 fund |
FOR 4 funds |
| QORVO INC. | August 15, 2023 | Election of Directors : Ralph G. Quinsey Director Elections |
Board | For | AGAINST 1 fund |
FOR 14 funds |
| QUANEX BUILDING PRODUCTS CORP. | February 27, 2024 | To elect 7 directors to serve until the Annual Meeting of Stockholders in 2025: Susan F. Davis Director Elections |
Board | For | FOR 12 funds |
AGAINST 7 funds |
| QUANTUM-SI INC. | May 15, 2024 | To approve, by a non-binding, advisory vote, of the compensation of our named executive officers, as described in our proxy statement. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 3 funds |
| QUOTIENT TECHNOLOGY INC. | August 3, 2023 | To approve, on an advisory basis, the compensation of our named executive officers, as disclosed in the proxy statement in accordance with Securities and Exchange Commission rules. Say-on-Pay |
Board | For | FOR 14 funds |
AGAINST 3 funds |
| QUOTIENT TECHNOLOGY INC. | September 1, 2023 | To approve, on an advisory (nonbinding) basis, the compensation that may be paid or become payable to Quotient Technology Inc.'s named executive officers that is based on or otherwise relates to the Merger Agreement and the transactions contemplated by the Merger Agreement. Say-on-Pay |
Board | For | FOR 13 funds |
AGAINST 3 funds |
| RAKUTEN BANK LTD. | June 27, 2024 | Elect Hiroshi Mikitani Director Elections |
Board | For | AGAINST 1 fund |
FOR 2 funds |
| RAMBUS INC. | April 25, 2024 | Election of Directors: Charles Kissner Director Elections |
Board | For | FOR 20 funds |
AGAINST 7 funds |
| RANPAK HOLDINGS CORP. | May 23, 2024 | Elect Robert C. King Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 4 funds |
| RAYMOND JAMES FINANCIAL INC. | February 22, 2024 | Advisory vote to approve executive compensation. Say-on-Pay |
Board | For | FOR 52 funds |
AGAINST 15 funds |
| RECRUIT HOLDINGS CO. LTD. | June 20, 2024 | Elect Yukiko Nagashima @ Yukiko Watanabe Director Elections |
Board | For | FOR 1 fund |
AGAINST 6 funds |
| RED RIVER BANCSHARES INC. | May 2, 2024 | Election of Directors: Teddy R. Price Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 2 funds |
| REDE D OR SAO LUIZ SA | April 30, 2024 | Allocate Cumulative Votes to Andre Francisco Junqueira Moll Director Elections |
Board | None | AGAINST 1 fund |
ABSTAIN 1 fund |
| REDE D OR SAO LUIZ SA | April 30, 2024 | Allocate Cumulative Votes to Fernanda Freire Tovar Moll Director Elections |
Board | None | AGAINST 1 fund |
ABSTAIN 1 fund |
| REDE D OR SAO LUIZ SA | April 30, 2024 | Allocate Cumulative Votes to Heraclito de Brito Gomes Junior Director Elections |
Board | None | AGAINST 1 fund |
ABSTAIN 1 fund |
| REDE D OR SAO LUIZ SA | April 30, 2024 | Allocate Cumulative Votes to Jorge Neval Moll Filho Director Elections |
Board | None | AGAINST 1 fund |
ABSTAIN 1 fund |
| REDE D OR SAO LUIZ SA | April 30, 2024 | Allocate Cumulative Votes to Pedro Junqueira Moll Director Elections |
Board | None | AGAINST 1 fund |
ABSTAIN 1 fund |
| REDE D OR SAO LUIZ SA | April 30, 2024 | Allocate Cumulative Votes to Wolfgang Stephan Schwerdtle Director Elections |
Board | None | AGAINST 1 fund |
ABSTAIN 1 fund |
| REDE D OR SAO LUIZ SA | April 30, 2024 | Election of Directors Director Elections |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| REDE D OR SAO LUIZ SA | April 30, 2024 | Election of Supervisory Council Director Elections |
Board | For | FOR 1 fund |
ABSTAIN 1 fund |
| REDE D OR SAO LUIZ SA | April 30, 2024 | Remuneration Policy Compensation |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| REDE D OR SAO LUIZ SA | April 30, 2024 | Request Cumulative Voting Director Elections |
Board | None | AGAINST 1 fund |
ABSTAIN 1 fund |
| REDE D OR SAO LUIZ SA | April 30, 2024 | Request Separate Election for Board Member/s Director Elections |
Board | None | AGAINST 1 fund |
ABSTAIN 1 fund |
| REGENERON PHARMACEUTICALS INC. | June 14, 2024 | Election of Director: Arthur F. Ryan Director Elections |
Board | For | FOR 1 fund |
AGAINST 14 funds |
| REGIONAL MANAGEMENT CORP. | May 16, 2024 | Elect Maria Contreras-Sweet Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 3 funds |
| REKOR SYSTEMS INC. | April 18, 2024 | Adoption of Charter Amendment to increase authorized common stock. Capital Structure |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| RELMADA THERAPEUTICS INC. | May 24, 2024 | To provide an advisory vote to approve executive compensation. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 2 funds |
| RENAULT SA | May 16, 2024 | 2024 Remuneration Policy (CEO) Compensation |
Board | For | FOR 1 fund |
AGAINST 4 funds |
| REVOLVE GROUP INC. | June 7, 2024 | Election of Directors: Melanie Cox Director Elections |
Board | For | FOR 19 funds |
WITHHOLD 4 funds |
| REXFORD INDUSTRIAL REALTY INC. | June 11, 2024 | Election of Directors: Richard S. Ziman Director Elections |
Board | For | FOR 20 funds |
AGAINST 14 funds |
| RIVIAN AUTOMOTIVE INC. | June 18, 2024 | Approval, on an advisory (non-binding) basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 44 funds |
AGAINST 9 funds |
| ROTORK PLC | April 30, 2024 | Elect Janice E. Stipp Director Elections |
Board | For | AGAINST 1 fund |
FOR 3 funds |
| RUMBLEON INC. | July 14, 2023 | Advisory approval of the Company's executive compensation ("Say on Pay"). Say-on-Pay |
Board | For | FOR 11 funds |
AGAINST 3 funds |
| RUMBLEON INC. | June 4, 2024 | Election of Directors: Rebecca Polak Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 1 fund |
| RUMBLEON INC. | June 4, 2024 | Election of Directors: Steven Pully Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 1 fund |
| RYVYL INC. | November 2, 2023 | To approve an amendment to our Amended and Restated Articles of Incorporation to increase the number of authorized shares of our common stock from 17,500,000 shares to 100,000,000 shares. Capital Structure |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| RYVYL INC. | November 2, 2023 | To approve, under Nasdaq Listing Rule 5635(d), the issuance to an institutional investor of shares of our common stock in excess of 20% of the number of shares of our common stock outstanding. Capital Structure |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| SAMSUNG ELECTRO-MECHANICS CO. LTD. | March 20, 2024 | Elect CHOI Jae Yeol Director Elections |
Board | For | FOR 1 fund |
AGAINST 3 funds |
| SAMSUNG ELECTRONICS CO. LTD. | March 20, 2024 | Elect SHIN Je Yoon Director Elections |
Board | For | FOR 1 fund |
AGAINST 4 funds |
| SAMSUNG FIRE & MARINE INSURANCE CO. LTD. | March 20, 2024 | Elect HONG Seong Woo Director Elections |
Board | For | FOR 1 fund |
AGAINST 3 funds |
| SAMSUNG FIRE & MARINE INSURANCE CO. LTD. | March 20, 2024 | Elect LEE Moon Hwa Director Elections |
Board | For | FOR 1 fund |
AGAINST 3 funds |
| SANDVIK AB | April 29, 2024 | Adoption of Share-Based Incentives (LTI 2024) Compensation |
Board | For | FOR 1 fund |
AGAINST 5 funds |
| SANDVIK AB | April 29, 2024 | Elect Claes Boustedt Director Elections |
Board | For | FOR 1 fund |
AGAINST 5 funds |
| SANDVIK AB | April 29, 2024 | Remuneration Report Compensation |
Board | For | FOR 1 fund |
AGAINST 5 funds |
| SANY HEAVY INDUSTRY CO. | January 12, 2024 | 2024 ESTIMATED EXTERNAL GUARANTEE QUOTA OF A WHOLLY-OWNED SUBSIDIARY Capital Structure |
Board | For | AGAINST 1 fund |
ABSTAIN 1 fund |
| SANY HEAVY INDUSTRY CO. | April 19, 2024 | Approve Draft and Summary of Employee Share Purchase Plan Compensation |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| SATELLITE CHEMICAL CO. LTD. | April 15, 2024 | Elect YANG Weidong Director Elections |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| SAUDI NATIONAL BANK | January 11, 2024 | Appointment of Auditor and Authority to Set Fees Audit-related |
Board | For | AGAINST 1 fund |
ABSTAIN 3 funds |
| SAUDI NATIONAL BANK | May 1, 2024 | Elect Abdulrahman Said Al Yamani Director Elections |
Board | None | AGAINST 1 fund |
ABSTAIN 3 funds |
| SAUDI NATIONAL BANK | May 1, 2024 | Elect Abdulwahab Mosaab Abukwaik Director Elections |
Board | None | AGAINST 1 fund |
ABSTAIN 3 funds |
| SAUDI NATIONAL BANK | May 1, 2024 | Elect Ahmed Sirag Khogeer Director Elections |
Board | None | AGAINST 1 fund |
ABSTAIN 3 funds |
| SAUDI NATIONAL BANK | May 1, 2024 | Elect Amro Khaled A. Kurdi Director Elections |
Board | None | AGAINST 1 fund |
ABSTAIN 3 funds |
| SAUDI NATIONAL BANK | May 1, 2024 | Elect Basma Mazyad Al Tuwaijri Director Elections |
Board | None | AGAINST 1 fund |
ABSTAIN 3 funds |
| SAUDI NATIONAL BANK | May 1, 2024 | Elect Bleiheid Nasser Al Bleiheid Director Elections |
Board | None | AGAINST 1 fund |
ABSTAIN 3 funds |
| SAUDI NATIONAL BANK | May 1, 2024 | Elect Dima Yahya Al Yahya Director Elections |
Board | None | AGAINST 1 fund |
ABSTAIN 3 funds |
| SAUDI NATIONAL BANK | May 1, 2024 | Elect Ibrahim Saad Al Mojel Director Elections |
Board | None | AGAINST 1 fund |
ABSTAIN 3 funds |
| SAUDI NATIONAL BANK | May 1, 2024 | Elect Mosaed Sulaiman Al Ohali Director Elections |
Board | None | AGAINST 1 fund |
ABSTAIN 3 funds |
| SAUDI NATIONAL BANK | May 1, 2024 | Elect Rashed Ibrahim M. Sherif Director Elections |
Board | None | AGAINST 1 fund |
ABSTAIN 3 funds |
| SAUDI NATIONAL BANK | May 1, 2024 | Elect Saeed Mohamed Al Ghamdi Director Elections |
Board | None | AGAINST 1 fund |
ABSTAIN 3 funds |
| SAUDI NATIONAL BANK | May 1, 2024 | Elect Yazeed Abdulrahman Al Humaid Director Elections |
Board | None | AGAINST 1 fund |
ABSTAIN 3 funds |
| SCANSOURCE INC. | January 25, 2024 | Election of Director: Peter C. Browning Director Elections |
Board | For | AGAINST 1 fund |
FOR 7 funds |
| SCHLUMBERGER LIMITED (SCHLUMBERGER N.V.) | April 3, 2024 | Election of Directors: Vanitha Narayanan Director Elections |
Board | For | FOR 60 funds |
AGAINST 12 funds |
| SCHNEIDER ELECTRIC SE | May 23, 2024 | 2023 Remuneration of Jean-Pascal Tricoire, Chair and Former CEO (Until May 3, 2023) Director Elections |
Board | For | FOR 1 fund |
AGAINST 6 funds |
| SCHNITZER STEEL INDUSTRIES INC. | January 30, 2024 | To approve the Radius Recycling, Inc. 2024 Omnibus Incentive Plan. Compensation |
Board | For | FOR 18 funds |
AGAINST 7 funds |
| SCHRODINGER INC. | June 18, 2024 | Approval of an amendment to the Schrodinger, Inc. 2022 Equity Incentive Plan to increase the number of shares of our common stock available for issuance thereunder by 5,000,000 shares. Compensation |
Board | For | FOR 16 funds |
AGAINST 4 funds |
| SEACOR MARINE HOLDINGS INC. | June 4, 2024 | Election of Directors: Alfredo Miguel Bejos Director Elections |
Board | For | FOR 6 funds |
WITHHOLD 2 funds |
| SEACOR MARINE HOLDINGS INC. | June 4, 2024 | Election of Directors: R. Christopher Regan Director Elections |
Board | For | FOR 6 funds |
WITHHOLD 2 funds |
| SEAGATE TECHNOLOGY HOLDINGS PLC | October 23, 2023 | Determine the Price Range for the Re-allotment of Treasury Shares under Irish law. Capital Structure |
Board | For | FOR 36 funds |
AGAINST 11 funds |
| SEI INVESTMENTS CO. | May 29, 2024 | Election of Directors: Carl A. Guarino 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.