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 |
|---|---|---|---|---|---|---|
| SEI INVESTMENTS CO. | May 29, 2024 | To approve the adoption of the 2024 Omnibus Equity Compensation Plan. Compensation |
Board | For | FOR 25 funds |
AGAINST 12 funds |
| SELLAS LIFE SCIENCES GROUP INC. | June 20, 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 | FOR 4 funds |
AGAINST 2 funds |
| SERVICE PROPERTIES TRUST | June 14, 2024 | Election of Independent Trustee: Robert E. Cramer Director Elections |
Board | For | AGAINST 2 funds |
FOR 9 funds |
| SHELL PLC | May 21, 2024 | Elect Ann F. Godbehere Director Elections |
Board | For | AGAINST 1 fund |
FOR 6 funds |
| SHENZHEN INOVANCE TECHNOLOGY CO. LTD. | May 17, 2024 | Elect SONG Junen Director Elections |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| SHENZHEN INOVANCE TECHNOLOGY CO. LTD. | May 17, 2024 | Elect ZHU Xingming Director Elections |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| SHENZHOU INTERNATIONAL GROUP HOLDINGS LTD. | May 28, 2024 | Elect MA Renhe Director Elections |
Board | For | FOR 1 fund |
AGAINST 3 funds |
| SHOPIFY INC. | June 4, 2024 | Elect Prashanth Mahendra-Rajah Director Elections |
Board | For | FOR 1 fund |
AGAINST 3 funds |
| SILK ROAD MEDICAL INC. | June 18, 2024 | To approve, on an advisory basis, our executive compensation. Say-on-Pay |
Board | For | FOR 14 funds |
AGAINST 5 funds |
| SINGAPORE TELECOMMUNICATIONS LTD. | July 28, 2023 | Elect TAN Tze Gay Director Elections |
Board | For | FOR 1 fund |
AGAINST 5 funds |
| SIRIUSPOINT LTD. | May 20, 2024 | Election of Directors (Class II): Mehdi A. Mahmud Director Elections |
Board | For | FOR 12 funds |
WITHHOLD 4 funds |
| SITIME CORP. | May 30, 2024 | To approve, on an advisory basis, the compensation of SiTime's named executive officers as disclosed in SiTime's proxy statement. Say-on-Pay |
Board | For | FOR 25 funds |
AGAINST 7 funds |
| SK HYNIX INC. | March 27, 2024 | Directors' Fees Compensation |
Board | For | FOR 1 fund |
AGAINST 3 funds |
| SK HYNIX INC. | March 27, 2024 | Election of Non-executive Director: JANG Yong Ho Director Elections |
Board | For | FOR 1 fund |
AGAINST 3 funds |
| SNAP-ON INC. | April 25, 2024 | Election of Director: David C. Adams Director Elections |
Board | For | AGAINST 2 funds |
FOR 16 funds |
| SNAP-ON INC. | April 25, 2024 | Election of Director: James P. Holden Director Elections |
Board | For | AGAINST 2 funds |
FOR 16 funds |
| SNOWFLAKE INC. | July 5, 2023 | Election of Class II Directors: Teresa Briggs Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 11 funds |
| SOFTBANK CORP. | June 20, 2024 | Elect Masayoshi Son Director Elections |
Board | For | AGAINST 1 fund |
FOR 4 funds |
| SONIC AUTOMOTIVE INC. | April 24, 2024 | Election of Directors: Keri A. Kaiser Director Elections |
Board | For | FOR 13 funds |
AGAINST 7 funds |
| SOUTHERN MISSOURI BANCORP INC. | October 30, 2023 | Election of Directors for terms to expire in 2026: Rebecca M. Brooks Director Elections |
Board | For | FOR 17 funds |
AGAINST 2 funds |
| SPIRIT AEROSYSTEMS HOLDINGS INC. | April 24, 2024 | Election of Directors: Ronald T. Kadish Director Elections |
Board | For | FOR 37 funds |
AGAINST 9 funds |
| SPLUNK INC. | November 29, 2023 | To approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to Splunk 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 36 funds |
AGAINST 12 funds |
| SPORTSMAN'S WAREHOUSE HOLDINGS INC. | May 30, 2024 | Election of Directors: Steven R. Becker Director Elections |
Board | For | FOR 15 funds |
AGAINST 7 funds |
| SPOTIFY TECHNOLOGY SA | April 17, 2024 | Election of Directors: Mr. Barry McCarthy (B Director) Director Elections |
Board | For | FOR 12 funds |
AGAINST 6 funds |
| SPOTIFY TECHNOLOGY SA | April 17, 2024 | Election of Directors: Mr. Christopher Marshall (B Director) Director Elections |
Board | For | FOR 13 funds |
AGAINST 6 funds |
| SPOTIFY TECHNOLOGY SA | April 17, 2024 | Election of Directors: Mr. Shishir Samir Mehrotra (A Director) Director Elections |
Board | For | FOR 12 funds |
AGAINST 6 funds |
| SPOTIFY TECHNOLOGY SA | April 17, 2024 | Election of Directors: Ms. Heidi O Neill (B Director) Director Elections |
Board | For | FOR 1 fund |
AGAINST 6 funds |
| SS&C TECHNOLOGIES HOLDINGS INC. | May 29, 2024 | The approval of the compensation of the named executive officers. Say-on-Pay |
Board | For | FOR 26 funds |
AGAINST 12 funds |
| STEM INC. | May 29, 2024 | To approve the Stem, Inc. 2024 Equity Incentive Plan. Compensation |
Board | For | FOR 11 funds |
AGAINST 4 funds |
| STEM INC. | May 29, 2024 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 12 funds |
AGAINST 5 funds |
| STERLING BANCORP INC. | May 16, 2024 | Advisory, non-binding vote to approve compensation of named executive officers for 2023. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 3 funds |
| STEVEN MADDEN LTD. | May 22, 2024 | TO APPROVE AMENDMENTS TO THE STEVEN MADDEN, LTD. 2019 INCENTIVE COMPENSATION PLAN. Compensation |
Board | For | FOR 15 funds |
AGAINST 7 funds |
| STIFEL FINANCIAL CORP. | June 5, 2024 | Elect Maura A. Markus Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 12 funds |
| STONECO LTD. | August 29, 2023 | APPROVAL OF THE REELECTION OF DIEGO FRESCO GUTIERREZ AS A DIRECTOR Director Elections |
Board | For | FOR 15 funds |
AGAINST 4 funds |
| STONECO LTD. | August 29, 2023 | APPROVAL OF THE REELECTION OF LUCIANA IBIAPINA LIRA AGUIAR AS A DIRECTOR Director Elections |
Board | For | FOR 15 funds |
AGAINST 4 funds |
| STREAMLINE HEALTH SOLUTIONS INC. | June 13, 2024 | To approve the Streamline Health Solutions, Inc. 2024 Omnibus Incentive Compensation Plan (the "2024 Plan"). Compensation |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| SUMMIT FINANCIAL GROUP INC. | December 6, 2023 | To approve, on an advisory (non-binding) basis, the merger-related compensation payments that will or may be paid to the named executive officers of Summit in connection with the transactions contemplated by the merger agreement. Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 3 funds |
| SYNDAX PHARMACEUTICALS INC. | May 15, 2024 | To approve, on an advisory basis, the compensation of the Company's named executive officers, as disclosed in the 2024 proxy statement. Say-on-Pay |
Board | For | FOR 17 funds |
AGAINST 5 funds |
| SYSTEM1 INC. | June 11, 2024 | Approval of System1, Inc. 2024 Stock Appreciation Rights Plan Compensation |
Board | For | FOR 6 funds |
AGAINST 2 funds |
| T&D HOLDINGS INC. | June 26, 2024 | Elect Atsuko Taishido Director Elections |
Board | For | AGAINST 1 fund |
FOR 4 funds |
| T&D HOLDINGS INC. | June 26, 2024 | Elect Hirohisa Uehara Director Elections |
Board | For | AGAINST 1 fund |
FOR 4 funds |
| T&D HOLDINGS INC. | June 26, 2024 | Elect Hotaka Nagai Director Elections |
Board | For | AGAINST 1 fund |
FOR 4 funds |
| T&D HOLDINGS INC. | June 26, 2024 | Elect Kenji Fuma Director Elections |
Board | For | AGAINST 1 fund |
FOR 4 funds |
| T&D HOLDINGS INC. | June 26, 2024 | Elect Kensaku Watanabe Director Elections |
Board | For | AGAINST 1 fund |
FOR 4 funds |
| T&D HOLDINGS INC. | June 26, 2024 | Elect Koji Nitto Director Elections |
Board | For | AGAINST 1 fund |
FOR 4 funds |
| T&D HOLDINGS INC. | June 26, 2024 | Elect Masahiko Moriyama Director Elections |
Board | For | AGAINST 1 fund |
FOR 4 funds |
| T&D HOLDINGS INC. | June 26, 2024 | Elect Masazumi Kato Director Elections |
Board | For | AGAINST 1 fund |
FOR 4 funds |
| T&D HOLDINGS INC. | June 26, 2024 | Elect Mutsuro Kitahara Director Elections |
Board | For | AGAINST 1 fund |
FOR 4 funds |
| T&D HOLDINGS INC. | June 26, 2024 | Elect Naoki Soejima Director Elections |
Board | For | AGAINST 1 fund |
FOR 4 funds |
| T&D HOLDINGS INC. | June 26, 2024 | Elect Shinnosuke Yamada Director Elections |
Board | For | AGAINST 1 fund |
FOR 4 funds |
| T&D HOLDINGS INC. | June 26, 2024 | Elect Takashi Tojo Director Elections |
Board | For | AGAINST 1 fund |
FOR 4 funds |
| T&D HOLDINGS INC. | June 26, 2024 | Elect Takasi Ikawa Director Elections |
Board | For | AGAINST 1 fund |
FOR 4 funds |
| T&D HOLDINGS INC. | June 26, 2024 | Elect Yoko Futami Director Elections |
Board | For | AGAINST 1 fund |
FOR 4 funds |
| T&D HOLDINGS INC. | June 26, 2024 | Elect Yuichiro Shinma as Alternate Audit Committee Director Director Elections |
Board | For | AGAINST 1 fund |
FOR 4 funds |
| TABOOLA.COM LTD. | May 28, 2024 | To approve an advisory proposal on executive compensation. Say-on-Pay |
Board | For | FOR 4 funds |
AGAINST 4 funds |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD. | June 4, 2024 | Elect KUNG Ming-Hsin Director Elections |
Board | For | FOR 1 fund |
AGAINST 5 funds |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD. | June 4, 2024 | Elect Sir Peter L. Bonfield Director Elections |
Board | For | FOR 1 fund |
AGAINST 5 funds |
| TANDEM DIABETES CARE INC. | May 22, 2024 | Election Of Director For A One-Year Term Expiring At The 2025 Annual Meeting: Christopher Twomey Director Elections |
Board | For | AGAINST 1 fund |
FOR 6 funds |
| TATA CONSULTANCY SERVICES LTD. | May 31, 2024 | Elect N. Chandrasekaran Director Elections |
Board | For | FOR 1 fund |
AGAINST 3 funds |
| TAYLOR DEVICES INC. | October 20, 2023 | Election of one Class 2 Director for a three year term to expire in 2026. Timothy J. Sopko Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 1 fund |
| TECHNIPFMC PLC | April 26, 2024 | 2023 U.K. Directors' Remuneration Report: To approve, as a non-binding advisory resolution, the Company's directors' remuneration report for the year ended December 31, 2023, as reported in the Company's UK. Annual Report and Accounts Compensation |
Board | For | FOR 52 funds |
AGAINST 13 funds |
| TECHNIPFMC PLC | April 26, 2024 | Prospective Directors' Remuneration Policy: To approve the Company's prospective directors' remuneration policy for the three years ending December 31, 2027, in the form presented in the Company's directors' remuneration report for the year ended December 31, 2023 of the Company's U.K. Annual Report and Accounts, such policy to take effect immediately after the conclusion of the 2024 Annual General Meeting of Shareholders Compensation |
Board | For | FOR 52 funds |
AGAINST 13 funds |
| TECHTRONIC INDUSTRIES CO LTD. | May 10, 2024 | Elect Peter David SULLIVAN Director Elections |
Board | For | FOR 1 fund |
AGAINST 5 funds |
| TECHTRONIC INDUSTRIES CO LTD. | May 10, 2024 | Elect Virginia Davis Wilmerding Director Elections |
Board | For | FOR 1 fund |
AGAINST 5 funds |
| TECNOGLASS INC. | December 28, 2023 | Election of the following Class A directors: Carlos Cure Director Elections |
Board | For | FOR 17 funds |
AGAINST 3 funds |
| TELADOC HEALTH INC. | May 23, 2024 | Elect eight directors, each for a term of one year: David B. Snow, Jr. Director Elections |
Board | For | FOR 21 funds |
AGAINST 9 funds |
| TELADOC HEALTH INC. | May 23, 2024 | Elect eight directors, each for a term of one year: Kenneth H. Paulus Director Elections |
Board | For | FOR 21 funds |
AGAINST 9 funds |
| TELEDYNE TECHNOLOGIES INC. | April 24, 2024 | Election of directors: Denise R. Singleton Director Elections |
Board | For | FOR 21 funds |
AGAINST 13 funds |
| TERRAN ORBITAL CORP. | May 29, 2024 | Election of Directors: James LaChance Director Elections |
Board | For | FOR 11 funds |
WITHHOLD 4 funds |
| TERRENO REALTY CORP. | May 7, 2024 | Election of Directors: Douglas M. Pasquale Director Elections |
Board | For | FOR 35 funds |
AGAINST 11 funds |
| TERRENO REALTY CORP. | May 7, 2024 | Election of Directors: LeRoy E. Carlson Director Elections |
Board | For | FOR 35 funds |
AGAINST 11 funds |
| TERUMO CORP. | June 26, 2024 | Elect Toshiaki Takagi Director Elections |
Board | For | FOR 1 fund |
AGAINST 5 funds |
| TESCO PLC | June 14, 2024 | Elect Karen Whitworth Director Elections |
Board | For | AGAINST 1 fund |
FOR 6 funds |
| TESLA INC. | June 13, 2024 | A Tesla proposal to ratify the 100% performance-based stock option award to Elon Musk that was proposed to and approved by our stockholders in 2018. Compensation |
Board | For | FOR 59 funds |
AGAINST 14 funds |
| TEXAS INSTRUMENTS INC. | April 25, 2024 | Board proposal regarding advisory approval of the Company s executive compensation. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 16 funds |
| TEXAS INSTRUMENTS INC. | April 25, 2024 | Election of Director: Carrie S. Cox Director Elections |
Board | For | AGAINST 1 fund |
FOR 14 funds |
| TEXAS INSTRUMENTS INC. | April 25, 2024 | Election of Director: Jean M. Hobby Director Elections |
Board | For | AGAINST 1 fund |
FOR 14 funds |
| TEXAS INSTRUMENTS INC. | April 25, 2024 | Election of Director: Pamela H. Patsley Director Elections |
Board | For | AGAINST 1 fund |
FOR 14 funds |
| THE TRADE DESK, INC. | May 28, 2024 | The approval of The Trade Desk, Inc. 2024 Employee Stock Purchase Plan, which is an amendment and restatement of our 2016 Employee Stock Purchase Plan Capital Structure |
Board | For | FOR 34 funds |
AGAINST 11 funds |
| TONGCHENG TRAVEL HOLDINGS LTD. | June 26, 2024 | Approval of the 2024 Share Scheme Compensation |
Board | For | AGAINST 1 fund |
FOR 2 funds |
| TONGCHENG TRAVEL HOLDINGS LTD. | June 26, 2024 | Elect DAI Xiaojing Director Elections |
Board | For | AGAINST 1 fund |
FOR 2 funds |
| TOTALENERGIES SE | May 24, 2024 | Elect Jacques Aschenbroich Director Elections |
Board | For | FOR 1 fund |
AGAINST 7 funds |
| TOWNEBANK | May 22, 2024 | Elect Director W. Ashton Lewis Director Elections |
Board | For | FOR 13 funds |
WITHHOLD 7 funds |
| TRAVELERS COMPANIES INC. | May 15, 2024 | Non-binding vote to approve executive compensation. Say-on-Pay |
Board | For | FOR 73 funds |
AGAINST 14 funds |
| TRAVELZOO | April 26, 2024 | Vote to approve option grant to Global Chief Executive Officer. Compensation |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| TREDEGAR CORP. | May 9, 2024 | Election of Directors: Carl E. Tack, III Director Elections |
Board | For | FOR 10 funds |
AGAINST 2 funds |
| TREDEGAR CORP. | May 9, 2024 | Election of Directors: George C. Freeman, III Director Elections |
Board | For | FOR 10 funds |
AGAINST 2 funds |
| TREDEGAR CORP. | May 9, 2024 | Election of Directors: Gregory A. Pratt Director Elections |
Board | For | FOR 10 funds |
AGAINST 2 funds |
| TRIO-TECH INTERNATIONAL | December 11, 2023 | Approve an amendment to the 2017 Director Equity Incentive Plan to increase the number of shares of Common Stock that may be issued under options (including incentive stock options) issued pursuant thereto from 600,000 shares to 900,000 shares. Compensation |
Board | For | AGAINST 3 funds |
FOR 1 fund |
| TRONOX HOLDINGS PLC | May 8, 2024 | Election of Directors: Ilan Kaufthal Director Elections |
Board | For | FOR 37 funds |
AGAINST 7 funds |
| TURNING POINT BRANDS INC. | May 1, 2024 | Elect Ashley Davis Frushone Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 4 funds |
| TUYA INC. | June 20, 2024 | As an Ordinary resolution, to approve and adopt the 2024 Share Scheme. Compensation |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| TUYA INC. | June 20, 2024 | As an Ordinary resolution, to approve and adopt the Scheme Limit under the 2024 Share Scheme. Compensation |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| TUYA INC. | June 20, 2024 | As an Ordinary resolution, to approve and adopt the Service Providers Limit under the 2024 Share Scheme. Compensation |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| TYSON FOODS INC. | February 8, 2024 | Election of Directors: Cheryl S. Miller Director Elections |
Board | For | FOR 40 funds |
AGAINST 14 funds |
| TYSON FOODS INC. | February 8, 2024 | Election of Directors: Jeffrey K. Schomburger Director Elections |
Board | For | FOR 40 funds |
AGAINST 14 funds |
| TYSON FOODS INC. | February 8, 2024 | Election of Directors: Maria Claudia Borras Director Elections |
Board | For | FOR 40 funds |
AGAINST 14 funds |
| TYSON FOODS INC. | February 8, 2024 | Election of Directors: Mikel A. Durham Director Elections |
Board | For | FOR 40 funds |
AGAINST 14 funds |
| UBIQUITI INC. | December 7, 2023 | Election of a Director: Robert J. Pera Director Elections |
Board | For | WITHHOLD 13 funds |
FOR 10 funds |
| UGI CORP. | January 26, 2024 | Advisory Vote on Executive Compensation. Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 15 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.