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Fidelity vs Charles Schwab: how alike they voted, 2024-2025

96.8% When both took a single position, they voted the same way on 96.8% of 17,122 items (16,572 the same, 550 different). 1,166 items where at least one of them split its funds are listed separately below. Both voted on 18,288 items in all.

Fidelity 2024-2025 · Charles Schwab 2024-2025 · 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 18,28816,572550 1,16696.8%94.9%
Board proposals 17,05815,651477 93097.0%95.5%
E&S shareholder proposals 2531765 7297.2%90.2%
Other items 97774568 16491.6%85.2%

Where they did not vote alike

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.

CompanyMeetingProposalOn the ballot from Board recommendedFidelityCharles Schwab
CSW INDUST August 15, 2024 Approval, by non-binding vote, of executive compensation.
Say-on-Pay
Board Not determined Split
21 FOR, 1 AGAINST
FOR
9 funds
CSX CORP. May 7, 2025 Election of Directors: John J. Zillmer
Director Elections
Board For Split
46 FOR, 1 AGAINST
FOR
12 funds
CUBESMART May 20, 2025 To cast an advisory vote to approve our executive compensation.
Say-on-Pay
Board For Split
43 FOR, 1 AGAINST
FOR
16 funds
CURTISS-WRIGHT CORP. May 8, 2025 An advisory (non-binding) vote to approve the compensation of the Company's named executive officers
Say-on-Pay
Board For Split
26 FOR, 2 AGAINST
FOR
15 funds
CVR ENERGY INC. June 5, 2025 To approve the Third Amended & Restated CVR Energy, Inc. 2007 Long-Term Incentive Plan.
Compensation
Board For Split
1 FOR, 11 AGAINST
FOR
7 funds
CVR ENERGY INC. June 5, 2025 To approve, on an advisory basis, our named executive officer compensation.
Say-on-Pay
Board For Split
1 FOR, 12 AGAINST
FOR
8 funds
CVS HEALTH CORP. May 15, 2025 Say on Pay, a Proposal to Approve, on an Advisory Basis, the Company's Executive Compensation.
Shareholder Rights and Defenses
Board For Split
62 FOR, 2 AGAINST
AGAINST
16 funds
DAILY JOURNAL CORP. February 19, 2025 Election of four Directors: Mary Conlin
Director Elections
Board For Split
12 FOR, 1 AGAINST
AGAINST
4 funds
DAKOTA GOLD CORP. May 13, 2025 Election of Directors: Alice Schroeder
Director Elections
Board For Split
7 FOR, 1 WITHHOLD
FOR
2 funds
DAKOTA GOLD CORP. May 13, 2025 Election of Directors: Amy K. Koenig
Director Elections
Board For Split
7 FOR, 1 WITHHOLD
FOR
2 funds
DAKOTA GOLD CORP. May 13, 2025 Election of Directors: Jennifer S. Grafton
Director Elections
Board For Split
7 FOR, 1 WITHHOLD
FOR
2 funds
DANA INC. April 24, 2025 Approval of a non-binding advisory proposal approving executive compensation.
Say-on-Pay
Board For Split
15 FOR, 1 AGAINST
FOR
9 funds
DARLING INGREDIENTS INC. May 7, 2025 Proposal to ratify the selection of KPMG LLP as the Company's independent registered public accounting firm for the fiscal year ending January 3, 2026.
Audit-related
Board For Split
27 FOR, 1 AGAINST
FOR
12 funds
DATADOG June 3, 2025 Advisory vote to approve the compensation of our named executive officers.
Say-on-Pay
Board For Split
43 FOR, 1 AGAINST
FOR
14 funds
DAVE & BUSTER'S ENTERTAINMENT INC. June 18, 2025 Election of Directors: Atish Shah
Director Elections
Board For Split
11 FOR, 1 AGAINST
AGAINST
7 funds
DAVE & BUSTER'S ENTERTAINMENT INC. June 18, 2025 Election of Directors: Hamish A. Dodds
Director Elections
Board For Split
11 FOR, 1 AGAINST
FOR
7 funds
DAVE INC. June 2, 2025 Director Election: Michael Pope
Director Elections
Board For Split
4 FOR, 8 WITHHOLD
WITHHOLD
2 funds
DAVE INC. June 2, 2025 Director Election: Yadin Rozov
Director Elections
Board For Split
3 FOR, 9 WITHHOLD
FOR
2 funds
DECKERS OUTDOOR CORP. September 9, 2024 To approve, on a non-binding advisory basis, the compensation of our Named Executive Officers, as described in the section of the Proxy Statement entitled "Compensation Discussion and Analysis".
Say-on-Pay
Board For Split
50 FOR, 1 AGAINST
FOR
16 funds
DEERE & CO. February 26, 2025 Advisory vote to approve executive compensation ("say-on-pay")
Say-on-Pay
Board For Split
78 FOR, 3 AGAINST
FOR
14 funds
DEFINITIVE HEALTHCARE CORP. June 5, 2025 To approve, on an advisory basis, the compensation of the Company's Named Executive Officers, as disclosed in the Proxy Statement.
Say-on-Pay
Board For Split
11 FOR, 2 AGAINST
FOR
5 funds
DELEK US HOLDINGS INC. April 29, 2025 Election of Directors: Shlomo Zohar
Director Elections
Board For Split
16 FOR, 1 AGAINST
FOR
7 funds
DEVON ENERGY CORP. June 4, 2025 Advisory Vote to Approve Executive Compensation.
Say-on-Pay
Board For Split
18 FOR, 10 AGAINST
AGAINST
14 funds
DICK'S SPORTING GOODS INC. June 11, 2025 Approval of an amendment to the Company's Certificate of Incorporation to increase the number of authorized shares of Common Stock and Class B Common Stock.
Capital Structure
Board For Split
1 FOR, 66 AGAINST
AGAINST
13 funds
DICK'S SPORTING GOODS INC. June 11, 2025 Non-binding advisory vote to approve compensation of named executive officers, as disclosed in the Company's 2025 proxy statement.
Say-on-Pay
Board For Split
70 FOR, 1 AGAINST
FOR
14 funds
DIGITAL REALTY TRUST INC. June 6, 2025 To approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers, as more fully described in the accompanying Proxy Statement (Say-on-Pay).
Say-on-Pay
Board For Split
42 FOR, 2 AGAINST
FOR
18 funds
DIGITALBRIDGE GROUP INC. May 23, 2025 To approve, on a non-binding, advisory basis, named executive officer compensation.
Say-on-Pay
Board For Split
12 FOR, 11 AGAINST
FOR
8 funds
DOLBY LABORATORIES INC. February 4, 2025 An advisory vote to approve Named Executive Officer compensation.
Say-on-Pay
Board For Split
24 FOR, 1 AGAINST
FOR
11 funds
DOLBY LABORATORIES INC. February 4, 2025 Election of Directors: Peter Gotcher
Director Elections
Board For Split
3 FOR, 19 WITHHOLD
WITHHOLD
9 funds
DOMINO'S PIZZA INC. April 23, 2025 Advisory vote to approve the compensation of the named executive officers of the Company.
Say-on-Pay
Board For Split
54 FOR, 1 AGAINST
FOR
15 funds
DOORDASH INC. June 24, 2025 The election of the following director nominee(s): Diego Piacentini
Director Elections
Board For Split
35 FOR, 1 AGAINST
FOR
14 funds
DOORDASH INC. June 24, 2025 The election of the following director nominee(s): John Doerr
Director Elections
Board For Split
18 FOR, 18 AGAINST
AGAINST
14 funds
DOUGLAS EMMETT INC. May 29, 2025 To approve, in a non-binding advisory vote, our executive compensation.
Say-on-Pay
Board For Split
40 FOR, 1 AGAINST
AGAINST
10 funds
DUTCH BROS INC. May 13, 2025 Election of Directors: Ann Miller
Director Elections
Board For Split
31 FOR, 16 AGAINST
AGAINST
6 funds
DUTCH BROS INC. May 13, 2025 Election of Directors: Stephen Gillett
Director Elections
Board For Split
46 FOR, 1 AGAINST
FOR
6 funds
DXC TECHNOLOGY CO. July 30, 2024 Approval of an increase in the number of shares available under the DXC Technology Company 2017 Non-Employee Director Incentive Plan.
Compensation
Board For Split
18 FOR, 1 AGAINST
AGAINST
9 funds
DYNATRACE INC. August 23, 2024 Non-binding advisory vote on the compensation of Dynatrace's named executive officers.
Say-on-Pay
Board For Split
41 FOR, 1 AGAINST
FOR
14 funds
DYNE THERAPEUTICS INC. May 30, 2025 To vote, on an advisory basis, to approve the compensation of our named executive officers.
Say-on-Pay
Board For Split
27 FOR, 1 AGAINST
AGAINST
5 funds
EASTERLY GOVERNMENT PROPERTIES INC. May 22, 2025 Election of Directors: Cynthia A. Fisher
Director Elections
Board For Split
13 FOR, 2 AGAINST
FOR
9 funds
EASTERLY GOVERNMENT PROPERTIES INC. May 22, 2025 Election of Directors: Emil W. Henry, Jr.
Director Elections
Board For Split
13 FOR, 2 AGAINST
FOR
9 funds
EASTERLY GOVERNMENT PROPERTIES INC. May 22, 2025 Election of Directors: Scott D. Freeman
Director Elections
Board For Split
13 FOR, 2 AGAINST
FOR
9 funds
EASTERLY GOVERNMENT PROPERTIES INC. May 22, 2025 Election of Directors: William H. Binnie
Director Elections
Board For Split
13 FOR, 2 AGAINST
FOR
9 funds
EASTERN CO. April 30, 2025 Nonbinding advisory vote to approve the compensation of the named executive officers.
Say-on-Pay
Board For Split
1 FOR, 7 AGAINST
FOR
3 funds
ECOLAB INC. May 8, 2025 Election of Directors: John J. Zillmer
Director Elections
Board For Split
47 FOR, 1 AGAINST
FOR
13 funds
EDGEWISE THERAPEUTICS INC June 13, 2025 Conduct an advisory vote on the compensation of our named executive officers.
Say-on-Pay
Board For Split
15 FOR, 7 AGAINST
FOR
5 funds
EDITAS MEDICINE INC. May 29, 2025 To adopt and approve an amendment to the Company's Restated Certificate of Incorporation to increase the number of authorized shares of the Company's capital stock from 200,000,000 to 395,000,000 and the number of authorized shares of the Company's common stock from 195,000,000 to 390,000,000.
Capital Structure
Board For Split
1 FOR, 11 AGAINST
AGAINST
4 funds
EDITAS MEDICINE INC. May 29, 2025 To approve an amendment and restatement of the Company's 2015 Stock Incentive Plan.
Compensation
Board For Split
11 FOR, 1 AGAINST
FOR
4 funds
EDITAS MEDICINE INC. May 29, 2025 To approve, on an advisory basis, the compensation paid to the Company's named executive officers.
Say-on-Pay
Board For Split
12 FOR, 1 AGAINST
AGAINST
5 funds
EHEALTH INC. June 18, 2025 Approval of an amendment and restatement of the eHealth, Inc. 2024 Equity Incentive Plan to increase the maximum number of shares of common stock that may be issued thereunder by 1,500,000 shares.
Compensation
Board For Split
8 FOR, 1 AGAINST
AGAINST
1 fund
ELASTIC N.V. October 1, 2024 Non-binding advisory vote on the compensation of the Company's named executive officers as described in the proxy statement.
Say-on-Pay
Board For Split
38 FOR, 2 AGAINST
FOR
10 funds
ELEMENT SOLUTIONS INC. June 3, 2025 Election of Directors: Sir Martin E. Franklin
Director Elections
Board For Split
44 FOR, 1 AGAINST
FOR
10 funds
ENANTA PHARMACEUTICALS INC. March 13, 2025 To approve an amendment to our 2019 Equity Incentive Plan.
Compensation
Board For Split
10 FOR, 2 AGAINST
FOR
3 funds
ENDAVA PLC December 12, 2024 To approve the Directors' Remuneration Report contained in the 2024 Annual Report and Accounts.
Compensation
Board For Split
1 FOR, 6 AGAINST
FOR
2 funds
ENDAVA PLC December 12, 2024 To re-elect Mr. B Druskin as a Director.
Director Elections
Board For Split
1 FOR, 6 AGAINST
FOR
2 funds
ENDAVA PLC December 12, 2024 To re-elect Mr. T Smith as a Director.
Director Elections
Board For Split
1 FOR, 6 AGAINST
AGAINST
2 funds
ENDAVA PLC December 12, 2024 To re-elect Ms. K Hollister as a Director.
Director Elections
Board For Split
1 FOR, 6 AGAINST
FOR
2 funds
ENDAVA PLC March 14, 2025 To approve: (i) the form of share repurchase contracts (the "Share Repurchase Contracts"), copies of which are appended to this document, for the purchase by the Company of its Class A ordinary shares of pounds0.02 each (including Class A ordinary shares represented by American Depositary Shares), at such prices as may be agreed pursuant to the terms of a Share Repurchase Contract, and the Company be and is hereby authorised to enter into any Share Repurchase Contract negotiated and agreed with a Counterparty (as defined in (ii)); and (ii) the counterparties with whom the Company may enter into a Share Repurchase Contract, being the counterparties (or their subsidiaries, successors or affiliates from time to time) included in this document (the "Counterparties"), provided that unless previously renewed, varied, or revoked by the Company at a general meeting, this authority shall expire on the fifth anniversary of the General Meeting.
Extraordinary Transactions
Board For Split
1 FOR, 3 AGAINST
AGAINST
2 funds
ENERGIZER HOLDINGS INC. January 24, 2025 Election of Directors: Robert V. Vitale
Director Elections
Board For Split
18 FOR, 1 AGAINST
FOR
7 funds
ENPHASE ENERGY INC. May 14, 2025 To approve, on advisory basis, the compensation of our named executive officers, as disclosed in the proxy statement.
Say-on-Pay
Board For Split
19 FOR, 4 AGAINST
FOR
14 funds
ENTEGRIS INC. April 23, 2025 Approval, by non-binding vote, of the compensation paid to Entegris, Inc.'s named executive officers (advisory vote).
Say-on-Pay
Board For Split
24 FOR, 1 AGAINST
FOR
14 funds
EPR PROPERTIES May 6, 2025 Election of Trustees: Peter C. Brown
Director Elections
Board For Split
16 FOR, 1 AGAINST
FOR
11 funds
EQUINIX INC. May 21, 2025 Approval, by a non-binding advisory vote, of the compensation of our named executive officers
Say-on-Pay
Board For Split
70 FOR, 4 AGAINST
FOR
18 funds
EQUITY BANCSHARES INC. April 22, 2025 Advisory vote to approve the compensation paid to the named executive officers of the Company.
Say-on-Pay
Board For Split
1 FOR, 11 AGAINST
AGAINST
5 funds
EQUITY LIFESTYLE PROPERTIES INC. April 29, 2025 Approval on a non-binding, advisory basis of our executive compensation as disclosed in the Proxy Statement.
Say-on-Pay
Board For Split
31 FOR, 2 AGAINST
FOR
16 funds
EQUITY RESIDENTIAL June 26, 2025 Approval of Executive Compensation.
Say-on-Pay
Board For Split
36 FOR, 2 AGAINST
FOR
17 funds
ESAB CORP. May 8, 2025 To approve on an advisory basis the compensation of our named executive officers.
Say-on-Pay
Board For Split
25 FOR, 1 AGAINST
FOR
12 funds
ESSENTIAL UTILITIES INC. May 7, 2025 To approve an advisory vote on the compensation paid to the Company's named executive officers for 2024.
Say-on-Pay
Board For Split
22 FOR, 2 AGAINST
FOR
15 funds
ESSEX PROPERTY TRUST INC. May 13, 2025 Election of Directors: Keith R. Guericke
Director Elections
Board For Split
20 FOR, 10 AGAINST
AGAINST
16 funds
ESTEE LAUDER COMPANIES INC. November 8, 2024 Advisory vote to approve executive compensation.
Say-on-Pay
Board For Split
56 FOR, 2 AGAINST
AGAINST
14 funds
ESTEE LAUDER COMPANIES INC. November 8, 2024 Election of four (4) Class I Directors: Barry S. Sternlicht
Director Elections
Board For Split
1 FOR, 53 WITHHOLD
WITHHOLD
13 funds
ESTEE LAUDER COMPANIES INC. November 8, 2024 Election of four (4) Class I Directors: Jennifer Hyman
Director Elections
Board For Split
52 FOR, 2 WITHHOLD
WITHHOLD
13 funds
EURONET WO May 14, 2025 Advisory vote on executive compensation.
Say-on-Pay
Board Not determined Split
23 FOR, 1 AGAINST
FOR
10 funds
EVE HOLDING INC. May 22, 2025 Election of Class III Directors: Gerard J. DeMuro
Director Elections
Board For Split
6 FOR, 1 WITHHOLD
FOR
4 funds
EVGO INC. May 15, 2025 Election of Directors: Badar Khan
Director Elections
Board For Split
14 FOR, 2 WITHHOLD
FOR
2 funds
EVGO INC. May 15, 2025 Election of Directors: Peter Anderson
Director Elections
Board For Split
13 FOR, 3 WITHHOLD
FOR
2 funds
EVGO INC. May 15, 2025 To approve the amendment of our 2021 Long Term Incentive Plan.
Compensation
Board For Split
14 FOR, 2 AGAINST
AGAINST
2 funds
EXLSERVICE HOLDINGS INC. June 17, 2025 The approval, on a non-binding advisory basis, of the compensation of the named executive officers of the Company.
Say-on-Pay
Board For Split
25 FOR, 1 AGAINST
FOR
13 funds
EXP WORLD HOLDINGS INC. April 25, 2025 Election of Directors: Randall Miles
Director Elections
Board For Split
17 FOR, 1 AGAINST
FOR
8 funds
EXPEDIA GROUP INC. June 3, 2025 Approval, on an advisory basis, of the compensation of Expedia Group's named executive officers.
Say-on-Pay
Board For Split
41 FOR, 5 AGAINST
AGAINST
14 funds
EXPEDIA GROUP INC. June 3, 2025 Election of Directors: Craig Jacobson
Director Elections
Board For Split
19 FOR, 20 WITHHOLD
WITHHOLD
13 funds
EXPEDIA GROUP INC. June 3, 2025 Election of Directors: Dara Khosrowshahi
Director Elections
Board For Split
39 FOR, 1 WITHHOLD
FOR
13 funds
EXPEDIA GROUP INC. June 3, 2025 Ratification of appointment of Ernst & Young LLP as Expedia Group's independent registered public accounting firm for the year ending December 31, 2025.
Audit-related
Board For Split
39 FOR, 1 AGAINST
FOR
13 funds
EXTRA SPACE STORAGE INC. May 21, 2025 Approval of the amended and restated 2015 Extra Space Storage Inc. Incentive Award Plan.
Compensation
Board For Split
32 FOR, 1 AGAINST
FOR
15 funds
EXXON MOBIL CORP. May 28, 2025 Advisory Vote to Approve Executive Compensation
Say-on-Pay
Board For Split
103 FOR, 3 AGAINST
FOR
16 funds
EYEPOINT PHARMACEUTICALS INC. June 18, 2025 To approve Amendment No. 2 to the EyePoint Pharmaceuticals, Inc. 2023 Long-Term Incentive Plan to increase the number of shares of common stock authorized for issuance thereunder by 2,900,000 shares.
Compensation
Board For Split
13 FOR, 1 AGAINST
FOR
2 funds
F5 INC. March 13, 2025 Advisory vote to approve the compensation of our named executive officers.
Say-on-Pay
Board For Split
23 FOR, 1 AGAINST
FOR
15 funds
FAIR ISAAC CORP. March 5, 2025 To approve the advisory (non-binding) resolution relating to the named executive officer compensation as disclosed in the proxy statement.
Say-on-Pay
Board For Split
28 FOR, 15 AGAINST
FOR
16 funds
FARO TECHNOLOGIES INC. May 21, 2025 Amendment to the FARO Technologies, Inc. 2022 Equity Incentive Plan to increase the number of shares reserved for issuance thereunder by 1,500,000.
Compensation
Board For Split
11 FOR, 1 AGAINST
FOR
5 funds
FASTLY INC. June 11, 2025 To approve, on an advisory basis, the compensation of our named executive officers.
Say-on-Pay
Board For Split
1 FOR, 14 AGAINST
FOR
5 funds
FATE THERAPEUTICS INC. May 29, 2025 To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers as disclosed in the proxy statement.
Say-on-Pay
Board For Split
10 FOR, 1 AGAINST
FOR
4 funds
FEDERAL REALTY INVESTMENT TRUST May 7, 2025 To approve, on a non-binding, advisory basis, the compensation of our named executive officers.
Say-on-Pay
Board For Split
31 FOR, 2 AGAINST
FOR
17 funds
FEDEX CORP. September 23, 2024 Advisory vote to approve named executive officer compensation.
Say-on-Pay
Board For Split
70 FOR, 6 AGAINST
FOR
15 funds
FEDEX CORP. September 23, 2024 Election of Directors: PAUL S. WALSH
Director Elections
Board For Split
67 FOR, 1 AGAINST
FOR
12 funds
FIDELITY NATIONAL FINANCIAL INC. June 11, 2025 Approval of a non-binding advisory resolution on the compensation paid to our named executive officers.
Say-on-Pay
Board For Split
24 FOR, 1 AGAINST
FOR
14 funds
FIDELITY NATIONAL FINANCIAL INC. June 11, 2025 Approval of the redomestication of the Company from the State of Delaware to the State of Nevada by conversion.
Extraordinary Transactions
Board For Split
1 FOR, 20 AGAINST
FOR
13 funds
FIGS INC. June 4, 2025 Approval, on an advisory (non-binding) basis, of the compensation of the Company's named executive officers.
Say-on-Pay
Board For Split
12 FOR, 3 AGAINST
FOR
5 funds
FIRST BANCSHARES INC. October 22, 2024 A proposal to approve, on an advisory (non-binding) basis, specified compensation that may become payable to the named executive officers of The First Bancshares, Inc. in connection with the merger.
Say-on-Pay
Board For Split
2 FOR, 11 AGAINST
FOR
6 funds
FIRST FOUNDATION INC. May 29, 2025 Election of Directors: Benjamin Mackovak
Director Elections
Board For Split
11 FOR, 6 AGAINST
FOR
3 funds
FIRST FOUNDATION INC. May 29, 2025 Election of Directors: Elizabeth A. Pagliarini
Director Elections
Board For Split
11 FOR, 6 AGAINST
FOR
3 funds
FIRST FOUNDATION INC. May 29, 2025 Election of Directors: Henchy R. Enden
Director Elections
Board For Split
11 FOR, 6 AGAINST
FOR
3 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.