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
930 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 |
|---|---|---|---|---|---|---|
| VIRIDIAN THERAPEUTICS INC. | June 20, 2025 | To approve a further amendment and restatement of the Company's Amended and Restated 2016 Equity Incentive Plan, including increasing the number of shares available for issuance thereunder by 8,000,000 shares. Compensation |
Board | For | Split 1 FOR, 32 AGAINST |
FOR 4 funds |
| VIRTU FINANCIAL INC | June 2, 2025 | Advisory Vote to Approve Compensation of Named Executive Officers. Say-on-Pay |
Board | For | Split 33 FOR, 1 AGAINST |
FOR 9 funds |
| VIRTU FINANCIAL INC | June 2, 2025 | Proposal to approve the Virtu Financial, Inc. Second Amended and Restated 2015 Management Incentive Plan to increase the number of shares authorized for issuance thereunder, extend the expiration date thereof and remove certain provisions related to Section 162(m) of the Code that are no longer applicable. Compensation |
Board | For | Split 17 FOR, 12 AGAINST |
FOR 8 funds |
| VORNADO REALTY TRUST | May 22, 2025 | NON-BINDING, ADVISORY RESOLUTION ON EXECUTIVE COMPENSATION. Say-on-Pay |
Board | For | Split 24 FOR, 1 AGAINST |
FOR 14 funds |
| VOYAGER THERAPEUTICS INC. | June 3, 2025 | To approve the Voyager Therapeutics, Inc. 2025 Stock Incentive Plan. Compensation |
Board | For | Split 12 FOR, 2 AGAINST |
FOR 2 funds |
| VSE CORP. | May 8, 2025 | Approval, on a non-binding advisory basis, of VSE's named executive officer compensation. Say-on-Pay |
Board | For | Split 8 FOR, 15 AGAINST |
AGAINST 8 funds |
| W. R. BERKLEY CORP. | June 11, 2025 | To approve and adopt an amendment to the Company's Restated Certificate of Incorporation to increase the authorized number of shares of common stock from 1,250,000,000 to 1,875,000,000. Capital Structure |
Board | For | Split 2 FOR, 18 AGAINST |
FOR 13 funds |
| WARNER BROS. DISCOVERY INC. | June 2, 2025 | To vote on an advisory resolution to approve the 2024 compensation of Warner Bros. Discovery, Inc.'s named executive officers, commonly referred to as a "Say-on-Pay" vote. Say-on-Pay |
Board | For | Split 35 FOR, 1 AGAINST |
AGAINST 15 funds |
| WARRIOR MET COAL INC. | April 23, 2025 | MANAGEMENT PROPOSAL: To approve, on an advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | Split 20 FOR, 1 AGAINST |
FOR 8 funds |
| WAVE LIFE SCIENCES LTD. | August 6, 2024 | To approve a proposed amendment to our 2021 Equity Incentive Plan, as amended, in the manner and on the basis as set forth under "Proposal 4: Approval of an Amendment to the 2021 Equity Incentive Plan, as amended" in the proxy statement Compensation |
Board | For | Split 13 FOR, 3 AGAINST |
FOR 3 funds |
| WEBTOON ENTERTAINMENT INC. | June 4, 2025 | Approval, on an advisory basis, of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | Split 16 FOR, 2 AGAINST |
AGAINST 5 funds |
| WHEELS UP EXPERIENCE INC. | June 10, 2025 | To approve an amendment to the Wheels Up Experience Inc. 2021 Long-Term Incentive Plan, as amended and restated April 1, 2023 (as previously amended by Amendment No. 1 thereto, the "Amended and Restated 2021 LTIP"), to increase the aggregate number of shares of the Company's Class A common stock, $0.0001 par value per share ("Common Stock"), available for awards made under the Amended and Restated 2021 LTIP and extend the termination date of such plan to March 26, 2035. Compensation |
Board | For | Split 6 FOR, 2 AGAINST |
FOR 4 funds |
| WHEELS UP EXPERIENCE INC. | June 10, 2025 | To approve the Wheels Up Experience Inc. Performance Award Agreement, dated as of May 20, 2024, granted to David Harvey, the Company's Chief Commercial Officer, and authorize the Company to issue up to 15,000,000 shares of Common Stock thereunder, subject to the satisfaction of the applicable vesting conditions under such plan, if at all. Compensation |
Board | For | Split 6 FOR, 2 AGAINST |
AGAINST 4 funds |
| WIDEOPENWEST INC. | May 8, 2025 | Election of Directors: Barry Volpert Director Elections |
Board | For | Split 10 FOR, 1 AGAINST |
FOR 7 funds |
| WIDEOPENWEST INC. | May 8, 2025 | Election of Directors: Daniel Kilpatrick Director Elections |
Board | For | Split 10 FOR, 1 AGAINST |
AGAINST 7 funds |
| WIDEOPENWEST INC. | May 8, 2025 | Election of Directors: Jose Segrera Director Elections |
Board | For | Split 10 FOR, 1 AGAINST |
FOR 7 funds |
| WILLIAMS-SONOMA INC. | June 11, 2025 | Election of directors: William Ready Director Elections |
Board | For | Split 54 FOR, 1 AGAINST |
AGAINST 15 funds |
| WORKDAY INC. | June 4, 2025 | To approve, on an advisory basis, the compensation of our named executive officers as disclosed in the Proxy Statement. Say-on-Pay |
Board | For | Split 29 FOR, 4 AGAINST |
AGAINST 14 funds |
| WORKIVA INC. | May 29, 2025 | Election of Directors: Martin J. Vanderploeg, Ph.D. Director Elections |
Board | For | Split 12 FOR, 11 WITHHOLD |
FOR 5 funds |
| WW INTERNATIONAL INC. | June 6, 2025 | The advisory vote to approve the Company's named executive officer compensation. Say-on-Pay |
Board | For | Split 8 FOR, 1 AGAINST |
AGAINST 2 funds |
| WYNDHAM HOTELS & RESORTS INC. | May 15, 2025 | To vote on an advisory resolution to approve our executive compensation program. Say-on-Pay |
Board | For | Split 28 FOR, 1 AGAINST |
FOR 14 funds |
| XENCOR INC. | June 12, 2025 | To approve the proposed amendment and restatement of the Company's 2023 Equity Incentive Plan to increase the number of authorized shares reserved for issuance thereunder by 3,000,000 shares. Compensation |
Board | For | Split 14 FOR, 2 AGAINST |
FOR 4 funds |
| XPO INC. | May 15, 2025 | Election of Directors: Bella Allaire Director Elections |
Board | For | Split 34 FOR, 1 AGAINST |
FOR 12 funds |
| ZEDGE INC. | January 15, 2025 | Election of Directors: Elliot Gibber Director Elections |
Board | For | Split 3 FOR, 2 AGAINST |
FOR 1 fund |
| ZEDGE INC. | January 15, 2025 | Election of Directors: Mark Ghermezian Director Elections |
Board | For | Split 2 FOR, 3 AGAINST |
AGAINST 1 fund |
| ZEDGE INC. | January 15, 2025 | Election of Directors: Paul Packer Director Elections |
Board | For | Split 3 FOR, 2 AGAINST |
FOR 1 fund |
| ZETA GLOBAL HOLDINGS CORP. | June 9, 2025 | Approval, on an advisory (non-binding) basis, of the compensation of our named executive officers Say-on-Pay |
Board | For | Split 14 FOR, 9 AGAINST |
FOR 8 funds |
| ZETA GLOBAL HOLDINGS CORP. | June 9, 2025 | Election of Directors: Jene Elzie Director Elections |
Board | For | Split 1 FOR, 19 WITHHOLD |
FOR 7 funds |
| ZETA GLOBAL HOLDINGS CORP. | June 9, 2025 | Election of Directors: William Royan Director Elections |
Board | For | Split 14 FOR, 7 WITHHOLD |
FOR 7 funds |
| ZIMVIE INC. | May 7, 2025 | Approve, on a non-binding advisory basis, named executive officer compensation ("Say on Pay"). Say-on-Pay |
Board | For | Split 2 FOR, 12 AGAINST |
AGAINST 10 funds |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 25, 2026 from SEC Form N-PX filings.