Home › Asset managers › Compare 2024-2025 › Fidelity vs Charles Schwab
Fidelity 2024-2025 · Charles Schwab 2024-2025 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 18,288 | 16,572 | 550 | 1,166 | 96.8% | 94.9% |
| Board proposals | 17,058 | 15,651 | 477 | 930 | 97.0% | 95.5% |
| E&S shareholder proposals | 253 | 176 | 5 | 72 | 97.2% | 90.2% |
| Other items | 977 | 745 | 68 | 164 | 91.6% | 85.2% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
550 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 |
|---|---|---|---|---|---|---|
| APPLIED DIGITAL CORP. | November 20, 2024 | Approve an amendment to the Company's Second Amended and Restated Articles of Incorporation, as amended, to increase the number of shares of common stock and the number of shares of preferred stock authorized for issuance thereunder. Capital Structure |
Board | For | FOR 15 funds |
AGAINST 4 funds |
| APPLIED INDUSTRIAL TECHNOLOGIES INC. | October 22, 2024 | Election of Directors: Madhuri A. Andrews Director Elections |
Board | For | FOR 34 funds |
WITHHOLD 11 funds |
| ARCUS BIOSCIENCES INC. | June 10, 2025 | To ratify the selection by the Audit Committee of the Board of Directors of Ernst & Young LLP as the independent registered public accounting firm of Arcus Biosciences for its fiscal year ending December 31, 2025. Audit-related |
Board | For | FOR 20 funds |
AGAINST 5 funds |
| ARROW ELECTRONICS INC. | May 6, 2025 | Elect William F. Austen Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 12 funds |
| ARROWHEAD PHARMACEUTICALS INC. | March 12, 2025 | Advisory Vote to Approve Executive Compensation. Say-on-Pay |
Board | For | FOR 22 funds |
AGAINST 5 funds |
| ASCENT INDUSTRIES CO. | June 25, 2025 | Election of Directors: Benjamin Rosenzweig Director Elections |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| ASPEN AEROGELS INC. | April 30, 2025 | Approval of the Aspen Aerogels Amended and Restated 2023 Equity Incentive Plan. Compensation |
Board | For | FOR 16 funds |
AGAINST 4 funds |
| ASSOCIATED CAPITAL GROUP INC. | June 4, 2025 | Election of Directors: Marc Gabelli Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 1 fund |
| ASSOCIATED CAPITAL GROUP INC. | June 4, 2025 | Election of Directors: Mario J. Gabelli Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 1 fund |
| ASSURED GUARANTY LTD. | May 2, 2025 | Advisory vote on the compensation paid to the Company's named executive officers Say-on-Pay |
Board | For | FOR 18 funds |
AGAINST 9 funds |
| ASTRANA HEALTH INC. | June 11, 2025 | To approve, on a non-binding advisory basis, the compensation program for the Company's named executive officers as disclosed in the Company's proxy statement. Say-on-Pay |
Board | For | FOR 21 funds |
AGAINST 8 funds |
| ASURE SOFTWARE INC. | June 2, 2025 | To approve an amendment to the Asure Software, Inc. 2018 Incentive Award Plan to increase the number of shares of our common stock authorized for issuance by 2,250,000 shares. Compensation |
Board | For | FOR 11 funds |
AGAINST 2 funds |
| ATOMERA INC. | May 15, 2025 | To approve, on an advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 2 funds |
| ATRICURE INC. | May 19, 2025 | Advisory vote on the compensation of our named executive officers as disclosed in the proxy statement for the 2025 Annual Meeting. Say-on-Pay |
Board | For | FOR 21 funds |
AGAINST 6 funds |
| ATRICURE INC. | May 19, 2025 | Election of Directors: B. Kristine Johnson Director Elections |
Board | For | FOR 19 funds |
AGAINST 4 funds |
| ATRICURE INC. | May 19, 2025 | Election of Directors: Deborah H. Telman Director Elections |
Board | For | FOR 19 funds |
AGAINST 4 funds |
| ATRICURE INC. | May 19, 2025 | Election of Directors: Karen N. Prange Director Elections |
Board | For | FOR 19 funds |
AGAINST 4 funds |
| AVID BIOSERVICES INC. | January 30, 2025 | To approve, on an advisory (non-binding) basis, the compensation that may be paid or become payable to Avid's named executive officers that is based on or otherwise relates to the Merger Agreement and the transactions contentemplated by the Merger Agreement. Say-on-Pay |
Board | For | FOR 19 funds |
AGAINST 5 funds |
| AVITA MEDICAL INC. | June 4, 2025 | To approve the grant of 520,000 options to acquire shares of Common Stock to the Company's Chief Executive Officer, James Corbett, on the terms and conditions set out in this Proxy Statement, pursuant to and for the purposes of ASX Listing Rule 10.11. Compensation |
Board | For | FOR 11 funds |
AGAINST 1 fund |
| AXON ENTERPRISE INC. | May 29, 2025 | Election of Director: Adriane Brown Director Elections |
Board | For | FOR 51 funds |
AGAINST 13 funds |
| AXON ENTERPRISE INC. | May 29, 2025 | Election of Director: Graham Smith Director Elections |
Board | For | FOR 51 funds |
AGAINST 13 funds |
| AXON ENTERPRISE INC. | May 29, 2025 | Election of Director: Michael Garnreiter Director Elections |
Board | For | FOR 51 funds |
AGAINST 13 funds |
| AXOS FINANCIAL INC. | November 14, 2024 | Election of Directors: Paul J. Grinberg Director Elections |
Board | For | FOR 20 funds |
WITHHOLD 8 funds |
| AXOS FINANCIAL INC. | November 14, 2024 | To approve in a non-binding and advisory vote, the compensation of the Company's Named Executive Officers as disclosed in this Proxy Statement. Say-on-Pay |
Board | For | FOR 22 funds |
AGAINST 9 funds |
| AZEK COMPANY INC. | February 28, 2025 | Elect Brian Spaly Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 11 funds |
| AZEK COMPANY INC. | February 28, 2025 | Elect Fiona Tan Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 11 funds |
| AZEK COMPANY INC. | February 28, 2025 | Elect Howard C. Heckes Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 11 funds |
| AZEK COMPANY INC. | February 28, 2025 | Elect Pamela J. Edwards Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 11 funds |
| AZEK COMPANY INC. | February 28, 2025 | Elect Vernon J. Nagel Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 11 funds |
| AZZ INC. | July 9, 2024 | Election of Directors: Carol R. Jackson Director Elections |
Board | For | FOR 25 funds |
AGAINST 7 funds |
| BAKKT HOLDINGS INC. | June 17, 2025 | To approve an amendment to the Company's 2021 Omnibus Incentive Plan. Compensation |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| BALL CORP. | April 30, 2025 | Election of Directors: Todd A. Penegor Director Elections |
Board | For | FOR 27 funds |
AGAINST 13 funds |
| BANNER CORP. | May 22, 2025 | Approval of the adoption of the Banner Corporation 2025 Employee Stock Purchase Plan. Compensation |
Board | For | FOR 17 funds |
AGAINST 8 funds |
| BAR HARBOR BANKSHARES | May 15, 2025 | ELECTION OF THE FOLLOWING NOMINEES AS DIRECTORS: Lauri E. Fernald Director Elections |
Board | For | FOR 11 funds |
WITHHOLD 2 funds |
| BATH & BODY WORKS INC. | June 5, 2025 | Elect the ten nominees proposed by the Board of Directors as directors: Alessandro Bogliolo Director Elections |
Board | For | FOR 39 funds |
AGAINST 12 funds |
| BECTON, DICKINSON AND CO. | January 28, 2025 | Election of Directors: Jeffrey W. Henderson Director Elections |
Board | For | FOR 33 funds |
AGAINST 15 funds |
| BERKSHIRE HATHAWAY INC. | May 3, 2025 | Elect Kenneth I. Chenault Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 12 funds |
| BERKSHIRE HATHAWAY INC. | May 3, 2025 | Elect Stephen B. Burke Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 12 funds |
| BERKSHIRE HATHAWAY INC. | May 3, 2025 | Elect Thomas S. Murphy, Jr. Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 12 funds |
| BERRY CORP. | May 20, 2025 | Approve a non-binding resolution regarding the compensation of the Company's named executive officers for 2024 (say-on-pay). Say-on-Pay |
Board | Not determined | FOR 18 funds |
AGAINST 9 funds |
| BEYOND INC. | May 15, 2025 | The approval of an amendment and restatement of the Company's Amended and Restated 2005 Equity Incentive Plan (the "2005 Plan"). Compensation |
Board | For | FOR 10 funds |
AGAINST 4 funds |
| BEYOND INC. | May 15, 2025 | The approval of an amendment to the 2005 Plan to increase the individual award limits for purposes of the issuance of the awards granted to Marcus A. Lemonis, the Company's Executive Chairman that exceed such limits (the "Contingent Awards"). Compensation |
Board | For | FOR 10 funds |
AGAINST 4 funds |
| BIOAGE LABS INC. | June 5, 2025 | To elect three Class I directors, to serve a three-year term through the third annual meeting of stockholders following this meeting and until a successor has been elected and qualified or until earlier resignation or removal: Kristen Fortney, Ph.D. Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 3 funds |
| BIODESIX INC. | May 20, 2025 | To approve the Company's Amended and Restated Employee Stock Purchase Plan to increase the available shares of the Company's Common Stock under the plan by 1,451,500 and to increase the maximum number of shares of the Company's Common Stock that may be provided as the result of the plan's annual automatic increase to 3,000,000; and Compensation |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| BLACK DIAMOND THERAPEUTICS INC. | June 12, 2025 | Election of Class II Directors: Garry Menzel Director Elections |
Board | For | FOR 10 funds |
WITHHOLD 2 funds |
| BLUEBIRD BIO INC. | December 4, 2024 | Election of Class II Directors: Elisabeth Leiderman Director Elections |
Board | For | FOR 14 funds |
AGAINST 2 funds |
| BLUEBIRD BIO INC. | December 4, 2024 | Election of Class II Directors: John O. Agwunobi Director Elections |
Board | For | FOR 14 funds |
AGAINST 2 funds |
| BLUEBIRD BIO INC. | December 4, 2024 | The approval, on a non-binding, advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 3 funds |
| BLUEROCK HOMES TRUST INC | June 11, 2025 | The approval of the amendment and restatement of each of the 2022 Individuals Plan and the 2022 Entities Plan. Compensation |
Board | For | FOR 3 funds |
AGAINST 1 fund |
| BM TECHNOLOGIES INC. | January 3, 2025 | To approve, by advisory (non-binding) vote, the compensation that may be paid or become payable to the Company's named executive officers in connection with the consummation of the Merger. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 2 funds |
| BOX INC. | June 27, 2025 | To approve an amendment to our Amended and Restated 2015 Equity Incentive Plan to increase the number of shares reserved for issuance by 5,000,000 shares. Compensation |
Board | For | FOR 13 funds |
AGAINST 7 funds |
| BRAEMAR HOTELS & RESORTS INC. | December 17, 2024 | Election of Directors: Stefani D. Carter Director Elections |
Board | For | FOR 6 funds |
AGAINST 2 funds |
| BRC INC. | May 28, 2025 | Election of Class III Directors: Glenn Welling Director Elections |
Board | For | AGAINST 12 funds |
FOR 3 funds |
| BRIGHTCOVE INC. | January 30, 2025 | Approval of, on a non-binding, advisory basis, certain compensation that may be paid or become payable to Brightcove's named executive officers in connection with the transactions contemplated by the Merger Agreement. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 2 funds |
| BURKE & HERBERT FINANCIAL SERVICES CORP. | May 22, 2025 | Election of the following persons as Directors: Georgette R. George Director Elections |
Board | For | FOR 9 funds |
AGAINST 4 funds |
| BYRNA TECHNOLOGIES INC. | November 20, 2024 | Election of Directors: Leonard Elmore Director Elections |
Board | For | FOR 8 funds |
AGAINST 2 funds |
| CABLE ONE INC. | May 15, 2025 | Election of Directors: Deborah J. Kissire Director Elections |
Board | For | FOR 12 funds |
AGAINST 7 funds |
| CABLE ONE INC. | May 15, 2025 | Election of Directors: P. Robert Bartolo Director Elections |
Board | For | FOR 12 funds |
AGAINST 7 funds |
| CABLE ONE INC. | May 15, 2025 | Election of Directors: Sherrese M. Smith Director Elections |
Board | For | FOR 12 funds |
AGAINST 7 funds |
| CABLE ONE INC. | May 15, 2025 | Election of Directors: Wallace R. Weitz Director Elections |
Board | For | FOR 12 funds |
AGAINST 7 funds |
| CAESARS ENTERTAINMENT INC. | June 10, 2025 | ELECTION OF DIRECTORS: Courtney R. Mather Director Elections |
Board | For | FOR 36 funds |
AGAINST 14 funds |
| CAESARS ENTERTAINMENT INC. | June 10, 2025 | ELECTION OF DIRECTORS: Don R. Kornstein Director Elections |
Board | For | FOR 36 funds |
AGAINST 14 funds |
| CAESARS ENTERTAINMENT INC. | June 10, 2025 | ELECTION OF DIRECTORS: Michael E. Pegram Director Elections |
Board | For | FOR 36 funds |
AGAINST 14 funds |
| CALIFORNIA WATER SERVICE GROUP | May 28, 2025 | Advisory vote to approve executive compensation. Say-on-Pay |
Board | For | FOR 16 funds |
AGAINST 8 funds |
| CANTALOUPE INC. | November 20, 2024 | Election of Directors: Michael K. Passilla Director Elections |
Board | For | FOR 13 funds |
AGAINST 4 funds |
| CAPITAL BANCORP INC | May 15, 2025 | Proposal to approve the Capital Bancorp, Inc. 2017 Stock and Incentive Compensation Plan, as amended and restated, to increase the number of shares of common stock authorized for issuance under the plan by 520,000 shares, from 2,020,000 shares to 2,540,000 shares. Compensation |
Board | For | AGAINST 7 funds |
FOR 2 funds |
| CAPITAL CITY BANK GROUP INC. | April 22, 2025 | Election of Directors: To elect as directors the nominees listed below: John G. Sample, Jr. Director Elections |
Board | For | FOR 10 funds |
AGAINST 2 funds |
| CAPITAL CITY BANK GROUP INC. | April 22, 2025 | Election of Directors: To elect as directors the nominees listed below: Marshall M. Criser III Director Elections |
Board | For | FOR 10 funds |
AGAINST 2 funds |
| CAPITAL CITY BANK GROUP INC. | April 22, 2025 | Election of Directors: To elect as directors the nominees listed below: Robert Antoine Director Elections |
Board | For | FOR 10 funds |
AGAINST 2 funds |
| CAPITAL CITY BANK GROUP INC. | April 22, 2025 | Election of Directors: To elect as directors the nominees listed below: Stanley W. Connally, Jr. Director Elections |
Board | For | FOR 10 funds |
AGAINST 2 funds |
| CARTER BANKSHARES INC. | May 28, 2025 | Election of Directors: James W. Haskins Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 2 funds |
| CASSAVA SCIENCES INC. | May 23, 2025 | To approve, by a non-binding advisory vote, 2024 executive compensation for the Company's named executive officers. Say-on-Pay |
Board | For | FOR 12 funds |
AGAINST 5 funds |
| CATALYST BANCORP INC. | May 20, 2025 | Election of Directors: Todd A. Kidder Director Elections |
Board | For | FOR 3 funds |
WITHHOLD 1 fund |
| CAVCO INDUSTRIES INC. | July 30, 2024 | Election of Directors: Steven W. Moster Director Elections |
Board | For | FOR 22 funds |
AGAINST 7 funds |
| CELCUITY INC. | May 13, 2025 | To approve, by a non-binding and advisory vote, compensation of the named executive officers. Say-on-Pay |
Board | For | FOR 13 funds |
AGAINST 5 funds |
| CERIBELL INC. | June 10, 2025 | Election of Directors: Juliet Tammenoms Bakker Director Elections |
Board | For | FOR 30 funds |
WITHHOLD 4 funds |
| CERIBELL INC. | June 10, 2025 | Election of Directors: Lucian Iancovici, M.D. Director Elections |
Board | For | FOR 30 funds |
WITHHOLD 4 funds |
| CHARLES RI | May 20, 2025 | Election of Directors: Deborah T. Kochevar Director Elections |
Board | Not determined | FOR 21 funds |
ABSTAIN 17 funds |
| CHARLES RI | May 20, 2025 | Election of Directors: George E. Massaro Director Elections |
Board | Not determined | FOR 21 funds |
ABSTAIN 17 funds |
| CHARLES RI | May 20, 2025 | Election of Directors: Richard F. Wallman Director Elections |
Board | Not determined | FOR 21 funds |
ABSTAIN 17 funds |
| CHARLES RI | May 20, 2025 | Election of Directors: Robert Bertolini Director Elections |
Board | Not determined | FOR 21 funds |
ABSTAIN 17 funds |
| CHECKPOINT THERAPEUTICS INC. | May 28, 2025 | To consider and vote on the proposal to approve, on a non-binding, advisory basis, the compensation that will or may become payable by Checkpoint to its named executive officers in connection with the Merger (the "Compensation Proposal"). Say-on-Pay |
Board | For | AGAINST 4 funds |
FOR 2 funds |
| CHEFS' WAREHOUSE INC. | May 9, 2025 | Election of Directors: Aylwin Lewis Director Elections |
Board | For | FOR 13 funds |
AGAINST 7 funds |
| CHEFS' WAREHOUSE INC. | May 9, 2025 | To approve an amendment to the Company's Amended and Restated 2019 Omnibus Equity Incentive Plan. Compensation |
Board | For | FOR 13 funds |
AGAINST 7 funds |
| CHEMUNG FINANCIAL CORP. | June 3, 2025 | To approve the Chemung Financial Corporation 2025 Equity Incentive Plan. Compensation |
Board | For | AGAINST 7 funds |
FOR 2 funds |
| CHOICE HOTELS INTERNATIONAL INC. | May 15, 2025 | Election of Directors: Ervin R. Shames Director Elections |
Board | For | FOR 19 funds |
AGAINST 12 funds |
| CHUGAI PHARMACEUTICAL CO.,LTD. | March 27, 2025 | Elect Boris L. Zaitra Director Elections |
Board | For | FOR 1 fund |
AGAINST 5 funds |
| CHUGAI PHARMACEUTICAL CO.,LTD. | March 27, 2025 | Elect Osamu Okuda Director Elections |
Board | For | FOR 1 fund |
AGAINST 5 funds |
| CIDARA THERAPEUTICS INC. | July 18, 2024 | Election of Class III Directors: Chrysa Mineo Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| CIDARA THERAPEUTICS INC. | June 18, 2025 | Approval of an amendment to the Company's 2024 Equity Incentive Plan. Compensation |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| CIDARA THERAPEUTICS INC. | June 18, 2025 | Election of Class I Directors: Jeffrey Stein, Ph.D. Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 1 fund |
| CISCO SYSTEMS INC. | December 9, 2024 | Approval, on an advisory basis, of executive compensation. Say-on-Pay |
Board | For | FOR 59 funds |
AGAINST 17 funds |
| CISCO SYSTEMS INC. | December 9, 2024 | Election of Directors: Dr. Kristina M. Johnson Director Elections |
Board | For | FOR 53 funds |
AGAINST 14 funds |
| CISCO SYSTEMS INC. | December 9, 2024 | Election of Directors: John D. Harris II Director Elections |
Board | For | FOR 53 funds |
AGAINST 14 funds |
| CISCO SYSTEMS INC. | December 9, 2024 | Election of Directors: Wesley G. Bush Director Elections |
Board | For | FOR 53 funds |
AGAINST 14 funds |
| CITI TRENDS INC. | June 5, 2025 | Election of Directors: Pamela Edwards Director Elections |
Board | For | FOR 11 funds |
AGAINST 2 funds |
| CITIZENS FINANCIAL GROUP INC. | April 24, 2025 | Advisory Vote on Executive Compensation. Say-on-Pay |
Board | For | FOR 25 funds |
AGAINST 15 funds |
| CLARIVATE PLC | May 7, 2025 | RE-ELECTION OF DIRECTORS: Andrew Snyder Director Elections |
Board | For | FOR 18 funds |
AGAINST 11 funds |
| CLARUS CORP. | May 29, 2025 | To consider and vote on a proposal to amend and restate the Company's 2015 Stock Incentive Plan to, among other things, extend the term of such plan by 10 years and reserve 7,500,000 shares of the Company's common stock for issuance under such plan. Compensation |
Board | For | AGAINST 13 funds |
FOR 2 funds |
| CLIPPER REALTY INC. | June 18, 2025 | The approval of the Company's 2025 Non-Employee Director Plan. Compensation |
Board | For | FOR 7 funds |
AGAINST 2 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.