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 |
|---|---|---|---|---|---|---|
| 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 |
| UNICREDIT S.P.A | April 12, 2024 | Remuneration Policy Compensation |
Board | For | FOR 1 fund |
AGAINST 5 funds |
| UNICREDIT S.P.A | April 12, 2024 | Remuneration Report Compensation |
Board | For | FOR 1 fund |
AGAINST 5 funds |
| UNILEVER PLC | May 1, 2024 | Elect Adrian Hennah Director Elections |
Board | For | AGAINST 1 fund |
FOR 7 funds |
| UNITED PARKS & RESORTS INC. | June 13, 2024 | To elect the ten director nominees: James Chambers Director Elections |
Board | For | FOR 14 funds |
AGAINST 7 funds |
| UNITED RENTALS INC. | May 9, 2024 | Election of Directors: Larry D. De Shon Director Elections |
Board | Not determined | FOR 41 funds |
AGAINST 14 funds |
| UNITED STATES ANTIMONY CORP. | December 29, 2023 | To approve the proposed Equity Incentive Plan. Compensation |
Board | For | FOR 3 funds |
AGAINST 1 fund |
| UNITED STATES CELLULAR CORP. | May 21, 2024 | Advisory vote to approve executive compensation Say-on-Pay |
Board | For | FOR 14 funds |
AGAINST 4 funds |
| UNITEDHEALTH GROUP INC. | June 3, 2024 | Election of Director: F. William McNabb III Director Elections |
Board | For | FOR 1 fund |
AGAINST 17 funds |
| UNITEDHEALTH GROUP INC. | June 3, 2024 | Election of Director: Kristen Gil Director Elections |
Board | For | FOR 1 fund |
AGAINST 17 funds |
| UNITEDHEALTH GROUP INC. | June 3, 2024 | Election of Director: Paul Garcia Director Elections |
Board | For | FOR 1 fund |
AGAINST 17 funds |
| VAIL RESORTS INC. | December 6, 2023 | Election of Directors: D. Bruce Sewell Director Elections |
Board | For | FOR 32 funds |
AGAINST 13 funds |
| VALHI INC. | May 23, 2024 | Director Nominees: Thomas E. Barry Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 3 funds |
| VARONIS SYSTEMS INC. | June 3, 2024 | To approve the Amended and Restated Varonis Systems, Inc. 2023 Omnibus Equity Incentive Plan. Compensation |
Board | For | FOR 28 funds |
AGAINST 4 funds |
| VELOCITY FINANCIAL INC. | May 17, 2024 | Election of Directors: John A. Pless Director Elections |
Board | For | FOR 6 funds |
AGAINST 2 funds |
| VENTYX BIOSCIENCES INC. | June 5, 2024 | To approve, on an advisory basis, the compensation of the named executive officers identified in the 2023 Summary Compensation Table in the "Executive Compensation" section of the proxy statement (the "Say-on-Pay Vote"). Say-on-Pay |
Board | For | FOR 17 funds |
AGAINST 5 funds |
| VERALTO CORP. | May 21, 2024 | To elect the three Class I directors named in the attached Proxy Statement to hold office until the 2027 Annual Meeting of Shareholders and until their successors are elected and qualified: Francoise Colpron Director Elections |
Board | For | FOR 56 funds |
AGAINST 14 funds |
| VERASTEM INC. | May 23, 2024 | To approve an advisory vote on the compensation of the named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 2 funds |
| VERITEX HOLDINGS INC. | May 15, 2024 | Elect Gregory B. Morrison Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 7 funds |
| VERTEX PHARMACEUTICALS INC. | May 15, 2024 | Election Of Director: Lloyd Carney Director Elections |
Board | For | AGAINST 1 fund |
FOR 15 funds |
| VIRGIN GALACTIC HOLDINGS INC. | June 12, 2024 | Approval, on an advisory (non-binding) basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 3 funds |
| VIRTRA INC. | October 23, 2023 | To hold a non-binding advisory vote on executive compensation. Say-on-Pay |
Board | For | AGAINST 4 funds |
FOR 2 funds |
| VISA INC. | January 23, 2024 | To elect the eleven director nominees named in the proxy statement. Lloyd A. Carney Director Elections |
Board | For | AGAINST 1 fund |
FOR 15 funds |
| VMWARE INC. | July 13, 2023 | An advisory vote to approve named executive officer compensation, as described in Vmware's Proxy Statement. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 14 funds |
| W.W. GRAINGER INC. | April 24, 2024 | Election of Directors: Beatriz R. Perez Director Elections |
Board | For | FOR 40 funds |
AGAINST 13 funds |
| WELLS FARGO & CO. | April 30, 2024 | Election of Director: Fabian T. Garcia Director Elections |
Board | For | FOR 1 fund |
AGAINST 12 funds |
| WEST BANCORPORATION INC. | April 25, 2024 | To approve an amendment to the West Bancorporation, Inc. 2021 Equity Incentive Plan. Compensation |
Board | For | FOR 11 funds |
AGAINST 2 funds |
| WESTWATER RESOURCES INC. | May 30, 2024 | Election of Directors: Terence J. Cryan Director Elections |
Board | For | FOR 3 funds |
WITHHOLD 1 fund |
| WESTWATER RESOURCES INC. | May 30, 2024 | Election of Directors: Tracy D. Pagliara Director Elections |
Board | For | FOR 3 funds |
WITHHOLD 1 fund |
| WESTWOOD HOLDINGS GROUP INC. | May 1, 2024 | To approve the Tenth Amended and Restated Westwood Holdings Group, Inc. Stock Incentive Plan. Compensation |
Board | For | FOR 3 funds |
AGAINST 1 fund |
| WEYCO GROUP INC. | May 7, 2024 | Approval of the Weyco Group, Inc. 2024 Incentive Plan. Compensation |
Board | For | AGAINST 7 funds |
FOR 2 funds |
| WIX.COM LTD. | November 6, 2023 | To amend the Company s Compensation Policy - Executives. Compensation |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| WIX.COM LTD. | November 6, 2023 | To approve the compensation of the Company s Chief Executive Officer. Compensation |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| WOLTERS KLUWER NV | May 8, 2024 | Elect Jack P. de Kreij to the Supervisory Board Director Elections |
Board | For | AGAINST 1 fund |
FOR 6 funds |
| XBIOTECH INC. | June 20, 2024 | To ratify the selection by the Audit Committee of the Board of Directors of Whitley Penn LLP as the independent registered public accounting firm of the Company for its fiscal year ending December 31, 2024. Audit-related |
Board | For | FOR 6 funds |
AGAINST 1 fund |
| XCEL ENERGY INC. | May 22, 2024 | Approval of Xcel Energy Inc.'s executive compensation in an advisory vote (say on pay vote) Say-on-Pay |
Board | For | FOR 41 funds |
AGAINST 15 funds |
| XP INC. | May 24, 2024 | Approval of the reappointment of Martin Emiliano Escobari Lifchitz as an independent director. Director Elections |
Board | For | FOR 31 funds |
AGAINST 6 funds |
| YAMAHA MOTOR CO. LTD. | March 21, 2024 | Elect Katsuaki Watanabe Director Elections |
Board | For | FOR 1 fund |
AGAINST 4 funds |
| ZEDGE INC. | January 17, 2024 | Election of Directors: Gregory Suess Director Elections |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| ZIMMER BIOMET HOLDINGS INC. | May 10, 2024 | Election of Directors: Sreelakshmi Kolli Director Elections |
Board | For | FOR 27 funds |
AGAINST 15 funds |
| ZYNERBA PHARMACEUTICALS INC. | August 25, 2023 | Approval of the Zynerba Pharmaceuticals, Inc. 2023 Stock Option and Incentive Plan. Compensation |
Board | For | AGAINST 4 funds |
FOR 1 fund |
| AIR TRANSPORT SERVICES GROUP INC. | May 22, 2024 | Stockholder proposal regarding managing climate risk through science-based targets and transition planning. Environment or Climate |
Shareholder (E&S) | Against | Split 2 FOR, 14 AGAINST |
AGAINST 7 funds |
| AIRBNB INC. | June 5, 2024 | Stockholder proposal regarding political disclosure, if properly presented at the Annual Meeting. Other Social Issues |
Shareholder (E&S) | Against | Split 61 FOR, 15 AGAINST |
FOR 13 funds |
| ALCOA CORP. | May 10, 2024 | Stockholder proposal requesting the preparation of an annual report on lobbying activities, if properly presented Other Social Issues |
Shareholder (E&S) | Against | Split 1 FOR, 22 AGAINST |
AGAINST 12 funds |
| ALPHABET INC. | June 7, 2024 | Stockholder proposal regarding a report on online safety for children Other Social Issues |
Shareholder (E&S) | Against | Split 82 FOR, 26 AGAINST |
FOR 14 funds |
| AMAZON.COM INC. | May 22, 2024 | SHAREHOLDER PROPOSAL REQUESTING A REPORT ON PACKAGING MATERIALS Environment or Climate |
Shareholder (E&S) | Against | Split 91 FOR, 21 AGAINST |
FOR 14 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.