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 |
|---|---|---|---|---|---|---|
| TEXTRON INC. | April 23, 2025 | Election of Directors: Maria T. Zuber Director Elections |
Board | For | FOR 36 funds |
AGAINST 14 funds |
| TPG INC. | June 5, 2025 | Election of Directors: Mary Cranston Director Elections |
Board | For | WITHHOLD 23 funds |
FOR 9 funds |
| TPG RE FINANCE TRUST INC. | May 20, 2025 | Ratification of the appointment of Deloitte & Touche LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2025. Audit-related |
Board | For | FOR 15 funds |
AGAINST 7 funds |
| TRIPADVISOR INC. | June 18, 2025 | Elect Jeremy Philips Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 9 funds |
| TRIUMPH FINANCIAL INC. | April 22, 2025 | Management Proposal Regarding Advisory Approval of the Company's Executive Compensation. Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 5 funds |
| TSS INC. | June 4, 2025 | Election of Class II directors: Darryll E. Dewan Director Elections |
Board | For | WITHHOLD 9 funds |
FOR 1 fund |
| TUHURA BIOSCIENCES INC. | June 23, 2025 | To approve, on a non-binding advisory basis, the compensation for our named executive officers (the Executive Compensation Proposal"). Say-on-Pay |
Board | For | FOR 4 funds |
AGAINST 2 funds |
| TUTOR PERINI CORP. | May 15, 2025 | Election of Directors: Dennis D. Oklak Director Elections |
Board | For | FOR 12 funds |
AGAINST 7 funds |
| TUTOR PERINI CORP. | May 15, 2025 | Election of Directors: Robert C. Lieber Director Elections |
Board | For | FOR 12 funds |
AGAINST 7 funds |
| TUTOR PERINI CORP. | May 15, 2025 | Election of Directors: Shahrokh ("Rock") Shah Director Elections |
Board | For | FOR 12 funds |
AGAINST 7 funds |
| The Wendy's Company | May 21, 2025 | Election of Directors: Kristin A. Dolan Director Elections |
Board | For | FOR 22 funds |
AGAINST 10 funds |
| UNIFIRST CORP. | January 14, 2025 | Approval, on a non-binding, advisory basis, of the compensation of the Company s named executive officers as more fully described in the accompanying Proxy Statement. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 9 funds |
| UNIFIRST CORP. | January 14, 2025 | Election of Class III Director to serve for a term of three years until the 2028 Annual Meeting of Shareholders and until their respective successors are duly elected and qualified: Cynthia Croatti Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 7 funds |
| UNITED AIRLINES HOLDINGS INC. | May 21, 2025 | Election of Directors: Edward M. Philip Director Elections |
Board | For | AGAINST 1 fund |
FOR 14 funds |
| UNITED HOMES GROUP INC. | June 12, 2025 | Election of Directors: Alan Levine Director Elections |
Board | For | AGAINST 8 funds |
FOR 2 funds |
| UNITED-GUARDIAN INC. | May 15, 2025 | ELECTION OF DIRECTORS: Arthur M. Dresner Director Elections |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| UNITED-GUARDIAN INC. | May 15, 2025 | ELECTION OF DIRECTORS: Lawrence F. Maietta Director Elections |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| UNITEDHEALTH GROUP INC. | June 2, 2025 | Election of Directors: Andrew Witty Director Elections |
Board | For | FOR 1 fund |
ABSTAIN 16 funds |
| UNITEDHEALTH GROUP INC. | June 2, 2025 | Election of Directors: Timothy Flynn Director Elections |
Board | For | FOR 104 funds |
AGAINST 16 funds |
| UNIVERSAL INSURANCE HOLDINGS INC. | June 12, 2025 | Election of twelve directors: Francis X. McCahill, III Director Elections |
Board | For | FOR 17 funds |
AGAINST 4 funds |
| UR-ENERGY INC. | June 5, 2025 | Election of Directors: Gary C. Huber Director Elections |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| URBAN ONE INC. | October 1, 2024 | To approve amendment and restatement of the Urban One 2019 Equity and Performance Incentive Plan to (i) correct a typographical error with respect to the duration of options and (ii) increase the number of shares available for issuance. Compensation |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| URBAN ONE INC. | June 18, 2025 | Election of Class B Directors: Catherine L. Hughes Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 1 fund |
| UROGEN PHARMA LTD | August 6, 2024 | To approve the Company's 2024 non-employee director and officer compensation policy. Compensation |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| USIO INC. | June 10, 2025 | To approve, on an advisory basis, the compensation paid to our Named Executive Officers for the year ended December 31, 2024. Say-on-Pay |
Board | For | AGAINST 4 funds |
FOR 2 funds |
| VARONIS SYSTEMS INC. | June 5, 2025 | To approve additional shares for issuance under the Amended and Restated Varonis Systems, Inc. 2023 Omnibus Equity Incentive Plan. Compensation |
Board | For | FOR 21 funds |
AGAINST 6 funds |
| VARONIS SYSTEMS INC. | June 5, 2025 | To approve, on a non-binding, advisory basis, the executive compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 23 funds |
AGAINST 7 funds |
| VELOCITY FINANCIAL INC. | May 23, 2025 | Election of Directors: John A. Pless Director Elections |
Board | For | FOR 7 funds |
AGAINST 4 funds |
| VENTYX BIOSCIENCES INC. | June 4, 2025 | To approve, on an advisory basis, the compensation of the named executive officers identified in the 2024 Summary Compensation Table in the "Executive Compensation" section of the proxy statement (the "Say-on-Pay Vote"). Say-on-Pay |
Board | For | FOR 12 funds |
AGAINST 4 funds |
| VIASAT INC. | September 5, 2024 | Election of Directors: John Stenbit Director Elections |
Board | For | FOR 15 funds |
WITHHOLD 7 funds |
| VIRGIN GALACTIC HOLDINGS INC. | June 5, 2025 | Approval, on an advisory (non-binding) basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 12 funds |
AGAINST 5 funds |
| VIRTRA INC. | October 21, 2024 | Election of Directors: Gregg C.E. Johnson Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 2 funds |
| VISTA OUTDOOR INC. | August 23, 2024 | Election of Directors: Gerard Gibbons Director Elections |
Board | For | FOR 13 funds |
AGAINST 7 funds |
| VOLITIONRX LIMITED | July 2, 2024 | To approve the Company's 2024 Stock Incentive Plan. Compensation |
Board | For | FOR 3 funds |
AGAINST 1 fund |
| VOLITIONRX LIMITED | July 2, 2024 | To approve, by a non-binding advisory vote, the compensation of the Company's named executive officers as disclosed in the Compensation of Named Executive Officers section of the Proxy Statement. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 2 funds |
| VOYA FINANCIAL INC. | May 22, 2025 | Election of Directors: Joseph V. Tripodi Director Elections |
Board | For | AGAINST 1 fund |
FOR 12 funds |
| W&T OFFSHORE INC. | June 3, 2025 | To approve, on an advisory basis, the compensation of the Company's named executive officers, as disclosed in the Proxy Statement pursuant to Item 402 of Regulation S-K. Say-on-Pay |
Board | For | FOR 11 funds |
AGAINST 5 funds |
| WEBTOON ENTERTAINMENT INC. | June 4, 2025 | Election of Director: Nancy Dubuc (Class I) Director Elections |
Board | For | FOR 14 funds |
WITHHOLD 4 funds |
| WEG SA | April 29, 2025 | Election of Supervisory Council Director Elections |
Board | For | AGAINST 1 fund |
ABSTAIN 1 fund |
| WESTWATER RESOURCES INC. | May 27, 2025 | Approve four amendments to the 2013 Omnibus Incentive Plan, as amended ("Incentive Plan"), (a) to increase the authorized number of shares of common stock available and reserved for issuance under the Incentive Plan by 20 million shares; (b) to change the limit on the number of shares of stock that may be granted in a calendar year to any eligible person to a formulaic standard based upon a maximum multiple of base cash compensation and to provide the Committee that administers the Incentive Plan with the discretion to determine the specific number of shares that may be granted in a calendar year to any eligible person; (c) to allow a Grantee under the Incentive Plan to authorize the Company to withhold shares of Stock for satisfying any federal, state or local tax withholding requirements at percentages equal to or more than the statutory minimum, up to the statutory maximum; and (d) to allow for shares of Stock deducted from or delivered by a Grantee under the Incentive Plan to satisfy any federal, state or local tax withholding requirements to be available again for issuance under the Incentive Plan. Compensation |
Board | For | FOR 3 funds |
AGAINST 1 fund |
| WESTWATER RESOURCES INC. | May 27, 2025 | Election of Directors: Terence J. Cryan Director Elections |
Board | For | FOR 3 funds |
WITHHOLD 1 fund |
| WESTWATER RESOURCES INC. | May 27, 2025 | Election of Directors: Tracy D. Pagliara Director Elections |
Board | For | FOR 3 funds |
WITHHOLD 1 fund |
| WEX INC. | May 15, 2025 | Election of Directors for one-year term: Jack VanWoerkom Director Elections |
Board | For | AGAINST 1 fund |
FOR 14 funds |
| WEX INC. | May 15, 2025 | Election of Directors for one-year term: James (Jim) Neary Director Elections |
Board | For | AGAINST 1 fund |
FOR 14 funds |
| WEX INC. | May 15, 2025 | Election of Directors for one-year term: Melissa Smith Director Elections |
Board | For | AGAINST 1 fund |
FOR 14 funds |
| WILLIS LEASE FINANCE CORP. | June 5, 2025 | Elect two Class III Directors to serve until the 2028 Annual Meeting of Stockholders, specifically and as nominated by the Board of Directors: Brendan J. Curran Director Elections |
Board | For | AGAINST 8 funds |
FOR 4 funds |
| WORTHINGTON ENTERPRISES INC. | September 24, 2024 | Approve the Worthington Enterprises, Inc. 2024 Long-Term Incentive Plan. Compensation |
Board | For | FOR 15 funds |
AGAINST 7 funds |
| X4 PHARMACEUTICALS INC. | June 9, 2025 | To hold a non-binding, advisory "say-on-pay" vote on the Company's executive compensation. Say-on-Pay |
Board | For | FOR 12 funds |
AGAINST 2 funds |
| ZSCALER INC. | January 10, 2025 | To approve on a non-binding, advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 34 funds |
AGAINST 9 funds |
| ZURN ELKAY | May 1, 2025 | Advisory vote to approve the compensation of Zurn Elkay's named executive officers, as disclosed in "Compensation Discussion and Analysis" and "Executive Compensation" in the Proxy Statement. Say-on-Pay |
Board | Not determined | FOR 16 funds |
AGAINST 13 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.