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
477 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 |
|---|---|---|---|---|---|---|
| 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 |
| COCA-COLA CONSOLIDATED INC. | May 13, 2025 | Approval of the amendment to Coca-Cola Consolidated's Restated Certificate of Incorporation to effect a 10-for-1 forward stock split of Coca-Cola Consolidated Common Stock and Class B Common Stock and to proportionately increase the number of authorized shares of Coca-Cola Consolidated Common Stock and Class B Common Stock. Capital Structure |
Board | For | FOR 38 funds |
AGAINST 13 funds |
| COMPASS MINERALS INTERNATIONAL INC. | March 6, 2025 | Elect eight director nominees, each for a one-year term: Joseph E. Reece Director Elections |
Board | For | FOR 12 funds |
AGAINST 7 funds |
| COMPASS MINERALS INTERNATIONAL INC. | March 6, 2025 | Elect eight director nominees, each for a one-year term: Lori A. Walker Director Elections |
Board | For | FOR 12 funds |
AGAINST 7 funds |
| COMPASS MINERALS INTERNATIONAL INC. | March 6, 2025 | Elect eight director nominees, each for a one-year term: Richard P. Dealy Director Elections |
Board | For | FOR 12 funds |
AGAINST 7 funds |
| COMPASS MINERALS INTERNATIONAL INC. | March 6, 2025 | Elect eight director nominees, each for a one-year term: Vance O. Holtzman Director Elections |
Board | For | FOR 12 funds |
AGAINST 7 funds |
| CONCENTRA GROUP HOLDINGS PARENT INC. | May 1, 2025 | Elect two Class I directors, each for a term of three years or until their respective successors have been elected and qualified: Cheryl B. Pegus Director Elections |
Board | For | FOR 12 funds |
AGAINST 7 funds |
| CONTANGO ORE INC. | June 10, 2025 | Election of Directors: Darwin Green Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 2 funds |
| CONTANGO ORE INC. | June 10, 2025 | Election of Directors: Richard A. Shortz Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 2 funds |
| CORECARD CORP. | May 29, 2025 | Election of Two Directors. Nominees: Philip H. Moise Director Elections |
Board | For | FOR 3 funds |
AGAINST 1 fund |
| CORPAY INC. | June 11, 2025 | Elect Directors nominated by the Board of Directors for a one-year term: Archie L. Jones, Jr. Director Elections |
Board | For | FOR 35 funds |
AGAINST 13 funds |
| CORPAY INC. | June 11, 2025 | Elect Directors nominated by the Board of Directors for a one-year term: Gerald Throop Director Elections |
Board | For | FOR 35 funds |
AGAINST 13 funds |
| CORPAY INC. | June 11, 2025 | Elect Directors nominated by the Board of Directors for a one-year term: Richard Macchia Director Elections |
Board | For | FOR 35 funds |
AGAINST 13 funds |
| CREDIT ACCEPTANCE CORP. | June 4, 2025 | Election of Directors: Glenda J. Flanagan Director Elections |
Board | For | FOR 20 funds |
WITHHOLD 12 funds |
| CURIOSITYSTREAM INC. | June 30, 2025 | To approve an amendment to the CuriosityStream Inc. 2020 Omnibus Incentive Plan (the Plan) to increase the number of shares of Common Stock authorized for issuance under the Plan from 7,725,000 shares of Common Stock to 10,725,000 shares of Common Stock. Compensation |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| CUSTOMERS BANCORP INC. | May 27, 2025 | Election of Directors: Daniel K. Rothermel Director Elections |
Board | For | FOR 12 funds |
AGAINST 8 funds |
| CUTERA INC. | July 15, 2024 | Approval of the amendment of outstanding stock options to reduce the exercise price per share to the closing price on the date of the Annual Meeting. Compensation |
Board | For | FOR 8 funds |
AGAINST 1 fund |
| CUTERA INC. | July 15, 2024 | Election of Directors: Keith Sullivan Director Elections |
Board | For | FOR 8 funds |
AGAINST 1 fund |
| CUTERA INC. | July 15, 2024 | Election of Directors: Kevin Cameron Director Elections |
Board | For | FOR 8 funds |
AGAINST 1 fund |
| CUTERA INC. | July 15, 2024 | Non-binding advisory vote on the compensation of Named Executive Officers. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 2 funds |
| DAKOTA GOLD CORP. | May 13, 2025 | Election of Directors: Gerald Aberle Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 2 funds |
| DAKOTA GOLD CORP. | May 13, 2025 | Election of Directors: Robert Quartermain Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 2 funds |
| DAKOTA GOLD CORP. | May 13, 2025 | Election of Directors: Stephen O'Rourke Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 2 funds |
| DAYFORCE INC. | May 2, 2025 | To approve, on a non-binding, advisory basis, the compensation of Dayforce's named executive officers (commonly known as a "Say on Pay" vote) Say-on-Pay |
Board | For | FOR 36 funds |
AGAINST 16 funds |
| DEERE & CO. | February 26, 2025 | Election of Directors: Gregory R. Page Director Elections |
Board | For | AGAINST 1 fund |
FOR 12 funds |
| DESTINATION XL GROUP INC. | August 8, 2024 | To approve, on an advisory basis, named executive officer compensation. Say-on-Pay |
Board | For | FOR 12 funds |
AGAINST 3 funds |
| DIGITALOCEAN HOLDINGS INC. | June 9, 2025 | Approval, on a non-binding advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 14 funds |
AGAINST 10 funds |
| DOCUSIGN INC. | May 29, 2025 | Approval, on an advisory basis, of our named executive officers' compensation Say-on-Pay |
Board | For | FOR 43 funds |
AGAINST 14 funds |
| DOCUSIGN INC. | May 29, 2025 | Election of Class I Directors: Blake J. Irving Director Elections |
Board | For | FOR 40 funds |
AGAINST 12 funds |
| DRAFTKINGS INC. | May 19, 2025 | To consider an amendment to the DraftKings Employee Stock Purchase Plan. Compensation |
Board | For | FOR 43 funds |
AGAINST 9 funds |
| DREAM FINDERS HOMES INC. | June 9, 2025 | Election of Directors: Megha H. Parekh Director Elections |
Board | For | AGAINST 11 funds |
FOR 4 funds |
| DSV A/S | March 20, 2025 | Directors' Fees Compensation |
Board | For | FOR 1 fund |
AGAINST 5 funds |
| DSV A/S | March 20, 2025 | Elect Tarek Sultan Al-Essa Director Elections |
Board | For | AGAINST 1 fund |
ABSTAIN 5 funds |
| DSV A/S | March 20, 2025 | Remuneration Policy Compensation |
Board | For | FOR 1 fund |
AGAINST 5 funds |
| DSV A/S | March 20, 2025 | Remuneration Report Compensation |
Board | For | FOR 1 fund |
AGAINST 5 funds |
| DUTCH BROS INC. | May 13, 2025 | Election of Directors: G.J. Hart Director Elections |
Board | For | FOR 48 funds |
AGAINST 6 funds |
| DUTCH BROS INC. | May 13, 2025 | Election of Directors: Todd Penegor Director Elections |
Board | For | FOR 48 funds |
AGAINST 6 funds |
| ELECTROCORE INC. | September 3, 2024 | Election of directors until the 2027 Annual Meeting: John P. Gandolfo Director Elections |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| ELEDON PHARMACEUTICALS INC. | June 10, 2025 | Election of Class II Directors: John S. McBride Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| EMAAR DEVELOPMENT PJSC | March 26, 2025 | Appointment of Auditor and Authority to Set Fees Audit-related |
Board | For | AGAINST 1 fund |
ABSTAIN 1 fund |
| EMAAR DEVELOPMENT PJSC | March 26, 2025 | Directors' Fees Compensation |
Board | For | AGAINST 1 fund |
ABSTAIN 1 fund |
| EMAAR PROPERTIES PJSC | March 25, 2025 | Appointment of Auditor and Authority to Set Fees Audit-related |
Board | For | AGAINST 1 fund |
ABSTAIN 1 fund |
| EMAAR PROPERTIES PJSC | March 25, 2025 | Directors' Fees Compensation |
Board | For | AGAINST 1 fund |
ABSTAIN 1 fund |
| ENCORE ENERGY CORP. | June 11, 2025 | To elect eight directors for the ensuing year: Susan Hoxie-Key Director Elections |
Board | For | FOR 5 funds |
WITHHOLD 1 fund |
| ENDAVA PLC | December 12, 2024 | To re-elect Mr. M Thurston as a Director. Director Elections |
Board | For | FOR 7 funds |
AGAINST 2 funds |
| ENLINK MIDSTREAM LLC | January 30, 2025 | To approve, on a non-binding advisory basis, the compensation that may be paid or become payable to EnLink's named executive officers that is based on or otherwise relates to the Mergers. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 1 fund |
| ENPHASE ENERGY INC. | May 14, 2025 | Elect Thurman John Rodgers Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 13 funds |
| ENTEGRIS INC. | April 23, 2025 | Election of Directors: David Reeder Director Elections |
Board | For | FOR 21 funds |
AGAINST 12 funds |
| ENTERPRISE BANCORP INC. | April 3, 2025 | To approve, on a non-binding, advisory basis, the compensation payable to the named executive officers of Enterprise in connection with the merger (the "Enterprise compensation proposal"). Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 3 funds |
| ENVELA CORP. | June 25, 2025 | Election of Directors: Jim R. Ruth Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 1 fund |
| ENVIROTECH VEHICLES INC. | December 12, 2024 | Election of Directors: Terri White Elk Director Elections |
Board | For | FOR 3 funds |
WITHHOLD 1 fund |
| EOS ENERGY ENTERPRISES INC. | May 15, 2025 | Election of Directors: Alex Dimitrief Director Elections |
Board | For | FOR 9 funds |
AGAINST 1 fund |
| EVGO INC. | May 15, 2025 | Election of Directors: Joseph Esteves Director Elections |
Board | For | WITHHOLD 16 funds |
FOR 2 funds |
| EVOLENT HEALTH INC. | June 5, 2025 | Proposal to approve the compensation of our named executive officers for 2024 on an advisory basis. Say-on-Pay |
Board | For | FOR 16 funds |
AGAINST 8 funds |
| EXPEDIA GROUP INC. | June 3, 2025 | Election of Directors: Alex von Furstenberg Director Elections |
Board | For | FOR 39 funds |
WITHHOLD 13 funds |
| EXTREME NETWORKS INC. | November 14, 2024 | Approve an amendment and restatement of the Extreme Networks, Inc. 2013 Equity Incentive plan to, among other things, add 2,300,000 shares of our common stock to those reserved for issuance under the plan. Compensation |
Board | For | FOR 19 funds |
AGAINST 4 funds |
| EYEPOINT PHARMACEUTICALS INC. | June 18, 2025 | To approve, on an advisory basis, the compensation paid to the Company's named executive officers as disclosed in the accompanying proxy statement. Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 3 funds |
| FATHOM HOLDINGS INC. | August 19, 2024 | To approve an amendment to the Fathom Holdings Inc. 2019 Omnibus Stock Incentive Plan to increase the share reserve by one million six hundred thousand (1,600,000) shares of common stock. Compensation |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| FIBROBIOLOGICS INC. | August 27, 2024 | Election of Class I Directors to hold office until 2027: Richard Cilento, Jr. Director Elections |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| FIBROBIOLOGICS INC. | August 27, 2024 | Election of Class I Directors to hold office until 2027: Robert Hoffman Director Elections |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| FIBROBIOLOGICS INC. | June 12, 2025 | Election of Class II Directors to hold office until 2028: Matthew Link Director Elections |
Board | For | FOR 7 funds |
AGAINST 1 fund |
| FIBROBIOLOGICS INC. | June 12, 2025 | Election of Class II Directors to hold office until 2028: Victoria Niklas, M.D. Director Elections |
Board | For | FOR 7 funds |
AGAINST 1 fund |
| FIBROGEN INC. | June 4, 2025 | To approve, on an advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 1 fund |
| FIRST AMERICAN FINANCIAL CORP. | May 13, 2025 | Election of Class III director nominees: Parker S. Kennedy Director Elections |
Board | For | FOR 30 funds |
AGAINST 12 funds |
| FIRST CAPITAL INC. | May 21, 2025 | Election of Directors: Mark D. Shireman Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 1 fund |
| FIRST FINANCIAL NORTHWEST INC. | July 19, 2024 | Approval, on an advisory (non-binding) basis, of the compensation that may be paid or become payable to certain executive officers of the Company in connection with the asset sale. Say-on-Pay |
Board | For | AGAINST 4 funds |
FOR 2 funds |
| FIRST FOUNDATION INC. | May 29, 2025 | To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers for the year ended December 31, 2024. Say-on-Pay |
Board | For | FOR 19 funds |
AGAINST 4 funds |
| FIRST HORIZON CORP. | April 29, 2025 | Ratification of appointment of KPMG LLP as auditors. Audit-related |
Board | For | FOR 25 funds |
AGAINST 12 funds |
| FIRST OF LONG ISLAND CORP. | February 14, 2025 | To approve, on an advisory basis, certain compensation payable as a result of the consummation of the proposed merger. Say-on-Pay |
Board | For | FOR 13 funds |
AGAINST 5 funds |
| FLAGSTAR FINANCIAL INC. | June 4, 2025 | Election of Directors: Marshall Lux Director Elections |
Board | For | FOR 11 funds |
AGAINST 8 funds |
| FLUSHING FINANCIAL CORP. | May 28, 2025 | Election of Class C Directors (for a term expiring in 2028): Alfred A. DelliBovi Director Elections |
Board | For | FOR 14 funds |
AGAINST 4 funds |
| FLYWIRE CORP. | June 3, 2025 | Approve, on a non-binding, advisory basis, the compensation of Flywire Corporation's named executive officers Say-on-Pay |
Board | For | FOR 20 funds |
AGAINST 5 funds |
| FORTREA HOLDINGS INC. | June 10, 2025 | Election of Directors: Erin L. Russell Director Elections |
Board | For | FOR 26 funds |
AGAINST 9 funds |
| FRONTIER COMMUNICATIONS PARENT INC. | November 13, 2024 | 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 23 funds |
AGAINST 12 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.