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 |
|---|---|---|---|---|---|---|
| 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 |
| 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 |
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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.