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Fidelity vs Charles Schwab: how alike they voted, 2023-2024

95.6% When both took a single position, they voted the same way on 95.6% of 17,923 items (17,128 the same, 795 different). 992 items where at least one of them split its funds are listed separately below. Both voted on 18,915 items in all.

Fidelity 2023-2024 · Charles Schwab 2023-2024 · Download the item list (CSV)

By who put the item on the ballot. “Same position” = Same / (Same + Differ); split items are not in it. “Fund-level” is a second view over all common items: the chance that a fund of each manager, picked at random, voted the same way, which gives partial credit where a manager split.
Common itemsSame DifferSplit (not in %)Same position Fund-level
All ballot items 18,91517,128795 99295.6%93.8%
Board proposals 16,67515,315640 72096.0%94.6%
E&S shareholder proposals 35025020 8092.6%86.0%
Other items 1,8901,563135 19292.0%87.5%

Where they did not vote alike

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.

CompanyMeetingProposalOn the ballot from Board recommendedFidelityCharles Schwab
ANYWHERE REAL ESTATE INC. May 2, 2024 Advisory Approval of the Compensation of Our Named Executive Officers.
Say-on-Pay
Board For Split
18 FOR, 1 AGAINST
AGAINST
9 funds
APOLLO GLOBAL MANAGEMENT INC. June 24, 2024 ELECTION OF DIRECTORS: Marc Beilinson
Director Elections
Board For Split
68 FOR, 13 AGAINST
FOR
11 funds
APPFOLIO INC. June 14, 2024 Advisory approval of the compensation of our named executive officers.
Say-on-Pay
Board For Split
4 FOR, 14 WITHHOLD
WITHHOLD
6 funds
APPFOLIO INC. June 14, 2024 Approve the AppFolio, Inc. 2025 Employee Stock Purchase Plan.
Compensation
Board For Split
2 FOR, 15 WITHHOLD
WITHHOLD
5 funds
APPLIED DIGITAL CORP. November 9, 2023 Approve, on an advisory basis, the compensation of our named executive officers.
Say-on-Pay
Board For Split
1 FOR, 6 AGAINST
FOR
2 funds
APPLIED OPTOELECTRONICS INC. June 6, 2024 To approve our 2021 Equity Incentive Plan, as amended to increase the number of shares of Common Stock reserved for issuance thereunder by 2,000,000 shares and increase certain annual limits on the value of awards.
Compensation
Board For Split
6 FOR, 2 AGAINST
AGAINST
1 fund
APPLOVIN CORP. June 5, 2024 Election of Directors: CRAIG BILLINGS
Director Elections
Board For Split
6 FOR, 23 WITHHOLD
WITHHOLD
13 funds
APPLOVIN CORP. June 5, 2024 Election of Directors: MARGARET GEORGIADIS
Director Elections
Board For Split
7 FOR, 21 WITHHOLD
WITHHOLD
13 funds
ARBOR REALTY TRUST INC. May 22, 2024 Advisory vote to approve the compensation of Arbor Realty Trust, Inc.'s named executive officers as disclosed in the proxy statement.
Say-on-Pay
Board For Split
1 FOR, 11 AGAINST
AGAINST
8 funds
ARCELLX INC. May 24, 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 Split
1 FOR, 49 AGAINST
AGAINST
5 funds
ARCTURUS THERAPEUTICS HOLDINGS INC. June 14, 2024 To approve an amendment to the Amended and Restated 2019 Omnibus Equity Incentive Plan (as amended, the "Plan") to, among other things, increase the maximum number of shares of common stock available to Plan participants thereunder by 2,000,000 shares to an aggregate of 10,750,000 shares, as provided in Proposal Number 2 of the Proxy Statement.
Compensation
Board For Split
1 FOR, 17 AGAINST
FOR
4 funds
ARES MANAGEMENT CORP. June 4, 2024 Election of Directors: Antoinette Bush
Director Elections
Board Not determined Split
15 FOR, 22 AGAINST
FOR
11 funds
ARES MANAGEMENT CORP. June 4, 2024 Election of Directors: Antony P. Ressler
Director Elections
Board Not determined Split
23 FOR, 14 AGAINST
AGAINST
11 funds
ARES MANAGEMENT CORP. June 4, 2024 Election of Directors: Ashish Bhutani
Director Elections
Board Not determined Split
16 FOR, 22 AGAINST
FOR
11 funds
ARES MANAGEMENT CORP. June 4, 2024 Election of Directors: Dr. Judy D. Olian
Director Elections
Board Not determined Split
15 FOR, 22 AGAINST
FOR
11 funds
ARES MANAGEMENT CORP. June 4, 2024 Election of Directors: Eileen Naughton
Director Elections
Board Not determined Split
16 FOR, 22 AGAINST
FOR
11 funds
ARES MANAGEMENT CORP. June 4, 2024 Election of Directors: Michael Lynton
Director Elections
Board Not determined Split
2 FOR, 36 AGAINST
FOR
11 funds
ARES MANAGEMENT CORP. June 4, 2024 Election of Directors: Paul G. Joubert
Director Elections
Board Not determined Split
16 FOR, 22 AGAINST
FOR
11 funds
ARISTA NETWORKS INC. June 7, 2024 Approval, on an advisory basis, of the compensation of the named executive officers.
Say-on-Pay
Board For Split
55 FOR, 1 AGAINST
FOR
13 funds
ARLINGTON ASSET INVESTMENT CORP. December 12, 2023 A non-binding advisory proposal to approve the compensation that may be paid or become payable to Arlington's named executive officers that is based on or otherwise relates to the Merger (the "Arlington Non-Binding Compensation Advisory Proposal"); and
Say-on-Pay
Board For Split
1 FOR, 3 AGAINST
AGAINST
2 funds
ARMADA HOFFLER PROPERTIES INC. June 12, 2024 Advisory (non-binding) vote to approve the compensation of our named executive officers.
Say-on-Pay
Board For Split
16 FOR, 1 AGAINST
FOR
8 funds
ARMSTRONG WORLD INDUSTRIES INC. June 13, 2024 To approve, on an advisory basis, our executive compensation program.
Say-on-Pay
Board For Split
9 FOR, 18 AGAINST
AGAINST
10 funds
ARVINAS INC. May 29, 2024 To approve, on an advisory basis, the compensation of the Company's named executive officers.
Say-on-Pay
Board For Split
14 FOR, 14 AGAINST
FOR
7 funds
ASSEMBLY BIOSCIENCES INC. May 29, 2024 Approval of an amendment and restatement to our 2018 Stock Incentive Plan to increase the number of shares reserved for issuance thereunder by 220,000 shares.
Compensation
Board For Split
4 FOR, 2 AGAINST
FOR
1 fund
ASSETMARK FINANCIAL HOLDINGS INC. May 20, 2024 Company Proposal - Approval of the Amended and Restated AssetMark Financial Holdings, Inc. 2019 Equity Incentive Plan.
Compensation
Board For Split
4 FOR, 10 AGAINST
FOR
5 funds
ASURE SOFTWARE INC. May 20, 2024 To approve, on a non-binding advisory basis, the compensation of our named executive officers.
Say-on-Pay
Board For Split
1 FOR, 8 AGAINST
AGAINST
3 funds
ATLASSIAN CORP. December 6, 2023 Election of Directors: Enrique Salem
Director Elections
Board For Split
21 FOR, 12 AGAINST
FOR
7 funds
ATLASSIAN CORP. December 6, 2023 Election of Directors: Heather M. Fernandez
Director Elections
Board For Split
21 FOR, 12 AGAINST
FOR
7 funds
ATLASSIAN CORP. December 6, 2023 Election of Directors: Michael Cannon-Brookes
Director Elections
Board For Split
21 FOR, 12 AGAINST
FOR
7 funds
ATLASSIAN CORP. December 6, 2023 Election of Directors: Richard P. Wong
Director Elections
Board For Split
21 FOR, 12 AGAINST
AGAINST
7 funds
ATLASSIAN CORP. December 6, 2023 Election of Directors: Scott Farquhar
Director Elections
Board For Split
21 FOR, 12 AGAINST
FOR
7 funds
ATMOS ENERGY CORP. February 7, 2024 ELECTION OF DIRECTORS: Frank Yoho
Director Elections
Board For Split
20 FOR, 2 AGAINST
FOR
13 funds
ATMOS ENERGY CORP. February 7, 2024 ELECTION OF DIRECTORS: Richard K. Gordon
Director Elections
Board For Split
21 FOR, 1 AGAINST
FOR
13 funds
ATMUS FILTRATION TECHNOLOGIES INC. May 14, 2024 Advisory vote to approve the executive compensation.
Say-on-Pay
Board For Split
26 FOR, 1 AGAINST
FOR
16 funds
AVERY DENNISON CORP. April 25, 2024 Approval, on an advisory basis, of our executive compensation.
Say-on-Pay
Board For Split
41 FOR, 1 AGAINST
FOR
16 funds
AXOGEN INC. August 15, 2023 To approve the Axogen, Inc. Third Amended and Restated 2019 Long-Term Incentive Plan.
Compensation
Board For Split
1 FOR, 12 AGAINST
AGAINST
4 funds
AXOGEN INC. June 5, 2024 To approve the Axogen, Inc. Third Amended and Restated 2019 Long-Term Incentive Plan.
Compensation
Board For Split
12 FOR, 1 AGAINST
FOR
4 funds
AXOGEN INC. June 5, 2024 To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers as disclosed in the Company's Proxy Statement.
Say-on-Pay
Board For Split
13 FOR, 1 AGAINST
AGAINST
5 funds
AXON ENTERPRISE INC. May 10, 2024 Proposal No. 2 requests that shareholders vote to approve the Axon Enterprise, Inc. Amended and Restated 2022 Stock Incentive Plan.
Compensation
Board For Split
20 FOR, 18 AGAINST
FOR
11 funds
AXON ENTERPRISE INC. May 10, 2024 Proposal No. 3 requests that shareholders vote to approve the Axon Enterprise, Inc. 2024 eXponential Stock Plan.
Compensation
Board For Split
20 FOR, 18 AGAINST
AGAINST
11 funds
AXON ENTERPRISE INC. May 10, 2024 Proposal No. 4 requests that shareholders vote to approve the 2024 CEO Performance Award.
Compensation
Board For Split
36 FOR, 1 AGAINST
AGAINST
11 funds
AXON ENTERPRISE INC. May 10, 2024 Proposal No. 5 requests that shareholders vote to approve, on an advisory basis, the compensation of the Company's named executive officers.
Say-on-Pay
Board For Split
18 FOR, 20 AGAINST
AGAINST
12 funds
AXT INC. May 16, 2024 To approve an amendment to the 2015 Equity Incentive Plan to increase the number of shares reserved for issuance thereunder by 3,600,000.
Compensation
Board For Split
4 FOR, 2 AGAINST
FOR
1 fund
AZEK COMPANY INC. March 1, 2024 To approve, on an advisory, non-binding basis, the compensation of our named executive officers.
Say-on-Pay
Board For Split
30 FOR, 1 AGAINST
FOR
12 funds
BALL CORP. April 24, 2024 Approve, by non-binding vote, the compensation paid to the named executive officers.
Say-on-Pay
Board For Split
32 FOR, 1 AGAINST
FOR
15 funds
BALLY'S CORP. May 16, 2024 Approve, on a non-binding advisory basis, the compensation of the Company's named executive officers.
Say-on-Pay
Board For Split
3 FOR, 11 AGAINST
AGAINST
5 funds
BANKUNITED INC. May 15, 2024 Advisory vote to approve the compensation of the Company's named executive officers.
Say-on-Pay
Board For Split
13 FOR, 1 AGAINST
AGAINST
9 funds
BAUSCH HEALTH COMPANIES INC. May 14, 2024 The approval of an amendment and restatement of the Company's Amended and Restated 2014 Omnibus Incentive Plan.
Compensation
Board For Split
3 FOR, 2 AGAINST
FOR
2 funds
BEYOND INC. May 21, 2024 The approval of the grant of a performance-based stock option to Marcus A. Lemonis, the Company's Executive Chairman.
Compensation
Board For Split
10 FOR, 1 AGAINST
AGAINST
8 funds
BGC GROUP INC. November 14, 2023 Approval, on an advisory basis, of executive compensation.
Say-on-Pay
Board For Split
1 FOR, 21 AGAINST
AGAINST
9 funds
BIO-TECHNE CORP. October 26, 2023 Approve, on an advisory basis, the compensation of our executive officers.
Say-on-Pay
Board For Split
31 FOR, 3 AGAINST
AGAINST
17 funds
BLACK KNIGHT INC. July 12, 2023 Approval of a non-binding advisory resolution on the compensation paid to our named executive officers.
Say-on-Pay
Board For Split
8 FOR, 16 AGAINST
AGAINST
14 funds
BLUE OWL CAPITAL INC. June 13, 2024 Election of Directors: Andrew S. Komaroff
Director Elections
Board For Split
16 FOR, 19 AGAINST
FOR
9 funds
BLUE OWL CAPITAL INC. June 13, 2024 Election of Directors: Douglas I. Ostrover
Director Elections
Board For Split
1 FOR, 34 AGAINST
FOR
9 funds
BLUE OWL CAPITAL INC. June 13, 2024 Election of Directors: Marc Zahr
Director Elections
Board For Split
16 FOR, 19 AGAINST
FOR
9 funds
BLUE OWL CAPITAL INC. June 13, 2024 Election of Directors: Stacy Polley
Director Elections
Board For Split
15 FOR, 20 AGAINST
AGAINST
9 funds
BLUEGREEN VACATIONS HOLDING CORP. January 11, 2024 Approval, on a non-binding advisory basis, of the compensation that may be paid or become payable to the named executive officers of Bluegreen Vacations Holding Corporation that is based on or otherwise relates to the merger.
Say-on-Pay
Board For Split
1 FOR, 12 AGAINST
AGAINST
3 funds
BOEING CO. May 17, 2024 Approve, on an Advisory Basis, Named Executive Officer Compensation.
Say-on-Pay
Board For Split
71 FOR, 1 AGAINST
AGAINST
15 funds
BOEING CO. May 17, 2024 Election of Directors: David L. Joyce
Director Elections
Board For Split
70 FOR, 1 AGAINST
AGAINST
13 funds
BOSTON PROPERTIES INC. May 22, 2024 To approve, by non-binding, advisory resolution, the Company's named executive officer compensation.
Say-on-Pay
Board For Split
2 FOR, 22 AGAINST
FOR
18 funds
BRANDYWINE REALTY TRUST May 23, 2024 Election of Trustees: Terri A. Herubin
Director Elections
Board For Split
14 FOR, 2 AGAINST
FOR
10 funds
BROADCOM INC. April 22, 2024 Election of Directors: Eddy W. Hartenstein
Director Elections
Board For Split
71 FOR, 1 AGAINST
AGAINST
16 funds
BUILDERS FIRSTSOURCE INC. June 4, 2024 Election of Directors: Brett N. Milgrim
Director Elections
Board Not determined Split
24 FOR, 41 AGAINST
FOR
13 funds
BUILDERS FIRSTSOURCE INC. June 4, 2024 Election of Directors: Cleveland A. Christophe
Director Elections
Board Not determined Split
23 FOR, 42 AGAINST
AGAINST
13 funds
BUILDERS FIRSTSOURCE INC. June 4, 2024 Election of Directors: David E. Rush
Director Elections
Board Not determined Split
24 FOR, 41 AGAINST
FOR
13 funds
BUILDERS FIRSTSOURCE INC. June 4, 2024 Election of Directors: W. Bradley Hayes
Director Elections
Board Not determined Split
24 FOR, 41 AGAINST
FOR
13 funds
BURLINGTON STORES INC. May 22, 2024 Approval, on a non-binding advisory basis, of the compensation of Burlington Stores, Inc.'s named executive officers
Say-on-Pay
Board For Split
36 FOR, 1 AGAINST
AGAINST
13 funds
CADENCE DESIGN SYSTEMS INC. May 2, 2024 Advisory resolution to approve named executive officer compensation.
Say-on-Pay
Board Not determined Split
49 FOR, 1 AGAINST
FOR
14 funds
CALIX INC. May 9, 2024 To approve, on a non-binding, advisory basis, Calix's named executive officer compensation.
Say-on-Pay
Board For Split
11 FOR, 1 AGAINST
FOR
6 funds
CAMDEN PROPERTY TRUST May 10, 2024 Approval, by an advisory vote, of executive compensation.
Say-on-Pay
Board For Split
33 FOR, 2 AGAINST
FOR
15 funds
CANNAE HOLDINGS INC. June 19, 2024 Approval of the redomestication of the Company from the State of Delaware to the State of Nevada by conversion.
Extraordinary Transactions
Board For Split
2 FOR, 15 AGAINST
FOR
7 funds
CAPRI HOLDINGS LTD. October 25, 2023 To approve, on an advisory (nonbinding) basis, the compensation that may be paid or become payable to Capri Holdings Limited'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 Split
22 FOR, 2 AGAINST
AGAINST
12 funds
CARA THERAPEUTICS INC. June 4, 2024 Approval of an amendment to the Company's Amended and Restated Certificate of Incorporation to increase the number of authorized shares of common stock from 100,000,000 shares to 200,000,000 shares.
Capital Structure
Board For Split
11 FOR, 2 AGAINST
FOR
2 funds
CARGURUS INC. June 5, 2024 To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers for 2023.
Say-on-Pay
Board For Split
15 FOR, 1 AGAINST
FOR
8 funds
CARLYLE GROUP INC. May 29, 2024 Approval of The Carlyle Group Inc. Amended and Restated 2012 Equity Incentive Plan
Compensation
Board For Split
17 FOR, 17 AGAINST
AGAINST
12 funds
CARNIVAL CORP. April 5, 2024 To approve the Carnival plc 2024 Employee Share Plan.
Compensation
Board For Split
17 FOR, 1 AGAINST
FOR
13 funds
CARROLS RESTAURANT GROUP INC. May 14, 2024 To approve, on an advisory (non-binding) basis, the compensation that will or may become payable by Carrols to its named executive officers in connection with the merger of BK Cheshire Corp. with and into Carrols Restaurant Group, Inc.
Say-on-Pay
Board For Split
8 FOR, 1 AGAINST
AGAINST
3 funds
CARTESIAN THERAPEUTICS INC. June 14, 2024 To approve, on a non-binding and advisory basis, a resolution approving the compensation of Cartesian Therapeutics, Inc.'s named executive officers, as described in the accompanying proxy statement under "Executive and Director Compensation."
Say-on-Pay
Board For Split
4 FOR, 12 AGAINST
AGAINST
3 funds
CARVANA CO. May 6, 2024 Election of Directors: Ernest Garcia III
Director Elections
Board For Split
23 FOR, 1 WITHHOLD
WITHHOLD
6 funds
CARVANA CO. May 6, 2024 Election of Directors: Ira Platt
Director Elections
Board For Split
9 FOR, 15 WITHHOLD
WITHHOLD
6 funds
CAVA GROUP INC June 20, 2024 Approval of an amendment and restatement of the CAVA Group, Inc. 2023 Equity Incentive Plan
Compensation
Board For Split
1 FOR, 26 AGAINST
AGAINST
7 funds
CBIZ INC. May 9, 2024 Election of Directors: A. Haag Sherman
Director Elections
Board For Split
14 FOR, 2 AGAINST
AGAINST
7 funds
CBIZ INC. May 9, 2024 Election of Directors: Michael H. DeGroote
Director Elections
Board For Split
15 FOR, 1 AGAINST
FOR
7 funds
CF INDUSTRIES HOLDINGS INC. April 18, 2024 Advisory vote to approve the compensation of CF Industries Holdings, Inc.'s named executive officers.
Say-on-Pay
Board For Split
48 FOR, 1 AGAINST
FOR
14 funds
CHARGEPOINT HOLDINGS INC. July 18, 2023 The advisory approval of the compensation of our named executive officers ("Say-on-Pay"); and
Say-on-Pay
Board For Split
15 FOR, 1 AGAINST
AGAINST
10 funds
CHARLES RIVER LABORATORIES INTERNATIONAL INC. May 8, 2024 Election of Directors: Martin W. Mackay
Director Elections
Board For Split
26 FOR, 2 AGAINST
FOR
15 funds
CHASE CORP. October 6, 2023 A proposal to approve, on a non-binding, advisory basis, certain compensation that will or may be paid by Chase to its named executive officers that is based on or otherwise relates to the Merger.
Say-on-Pay
Board For Split
14 FOR, 1 AGAINST
FOR
5 funds
CHEGG INC. June 5, 2024 Election of three Class II directors: Paul LeBlanc
Director Elections
Board For Split
13 FOR, 3 AGAINST
AGAINST
7 funds
CHEMED CORP. May 20, 2024 Advisory vote to approve executive compensation.
Say-on-Pay
Board For Split
33 FOR, 1 AGAINST
FOR
14 funds
CHENIERE ENERGY INC. May 23, 2024 Approve, on an advisory and non-binding basis, the compensation of the Company's named executive officers for 2023.
Say-on-Pay
Board For Split
68 FOR, 1 AGAINST
FOR
13 funds
CHERRY HILL MORTGAGE INVESTMENT CORP. June 13, 2024 Approval, on a non-binding advisory basis, of the compensation of the Company's named executive officers for the year ended December 31, 2023.
Say-on-Pay
Board For Split
8 FOR, 1 AGAINST
AGAINST
2 funds
CLARIVATE PLC May 7, 2024 APPROVAL, ON AN ADVISORY, NON-BINDING BASIS, OF THE COMPENSATION OF OUR NAMED EXECUTIVE OFFICERS.
Say-on-Pay
Board For Split
18 FOR, 3 AGAINST
FOR
12 funds
CLARIVATE PLC May 7, 2024 Election of Directors: Jane Okun Bomba
Director Elections
Board For Split
15 FOR, 2 AGAINST
FOR
11 funds
CLARIVATE PLC May 7, 2024 Election of Directors: Saurabh Saha
Director Elections
Board For Split
15 FOR, 2 AGAINST
FOR
11 funds
CLARIVATE PLC May 7, 2024 Election of Directors: Usama N. Cortas
Director Elections
Board For Split
15 FOR, 2 AGAINST
FOR
11 funds
CLARIVATE PLC May 7, 2024 Election of Directors: Valeria Alberola
Director Elections
Board For Split
15 FOR, 2 AGAINST
FOR
11 funds
CLEAN HARBORS INC. May 22, 2024 To approve on a non-binding, advisory basis, the compensation of the Company's named executive officers as described in the Company's definitive proxy statement.
Say-on-Pay
Board For Split
25 FOR, 1 AGAINST
FOR
13 funds
CLEARWATER ANALYTICS HOLDINGS INC. June 11, 2024 Elect the three persons named in the proxy statement as Class III directors for terms of three years: Eric Lee
Director Elections
Board For Split
8 FOR, 1 WITHHOLD
FOR
3 funds
CLEARWATER ANALYTICS HOLDINGS INC. June 11, 2024 To approve, on a non-binding advisory basis, the compensation of our named executive officers.
Say-on-Pay
Board For Split
1 FOR, 11 AGAINST
AGAINST
5 funds
CLOUDFLARE INC. June 4, 2024 Approval, on an advisory basis, of the compensation of our named executive officers.
Say-on-Pay
Board For Split
17 FOR, 13 AGAINST
AGAINST
9 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.