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 |
|---|---|---|---|---|---|---|
| FIRST FOUNDATION INC. | May 29, 2025 | Election of Directors: Jacob P. Soneshine, J.D., CFA Director Elections |
Board | For | Split 11 FOR, 6 AGAINST |
FOR 3 funds |
| FIRST FOUNDATION INC. | May 29, 2025 | Election of Directors: Max A. Briggs, CFP Director Elections |
Board | For | Split 11 FOR, 6 AGAINST |
FOR 3 funds |
| FIRST FOUNDATION INC. | May 29, 2025 | Election of Directors: Mitchell M. Rosenberg Director Elections |
Board | For | Split 11 FOR, 6 AGAINST |
FOR 3 funds |
| FLAGSTAR FINANCIAL INC. | June 4, 2025 | An advisory vote to approve, on a non-binding basis, compensation of our named executive officers disclosed in the accompanying proxy statement. Say-on-Pay |
Board | For | Split 11 FOR, 1 AGAINST |
FOR 9 funds |
| FLUTTER ENTERTAINMENT PLC | June 5, 2025 | Approval of the Flutter Entertainment plc Amended and Restated 2024 Omnibus Equity Incentive Plan. Compensation |
Board | For | Split 29 FOR, 4 AGAINST |
FOR 11 funds |
| FLUTTER ENTERTAINMENT PLC | June 5, 2025 | By separate resolutions, to elect/re-elect (as appropriate): Holly Keller Koeppel Director Elections |
Board | For | Split 32 FOR, 1 AGAINST |
FOR 11 funds |
| FLYWIRE CORP. | June 3, 2025 | Elect two directors to serve as Class I directors until the 2028 Annual Meeting of Stockholders: Michael Massaro Director Elections |
Board | For | Split 17 FOR, 1 WITHHOLD |
FOR 4 funds |
| FMC CORP. | April 29, 2025 | Approval, by non-binding vote, of executive compensation. Say-on-Pay |
Board | For | Split 20 FOR, 8 AGAINST |
AGAINST 16 funds |
| FOOT LOCKE | May 21, 2025 | Ratify the Appointment of KPMG LLP as the Company's Independent Registered Public Accounting Firm for the 2025 Fiscal Year. Audit-related |
Board | Not determined | Split 19 FOR, 1 AGAINST |
FOR 7 funds |
| FORD MOTOR CO. | May 8, 2025 | Election of Directors: Jon M. Huntsman, Jr. Director Elections |
Board | For | Split 26 FOR, 1 AGAINST |
AGAINST 13 funds |
| FORD MOTOR CO. | May 8, 2025 | Election of Directors: William E. Kennard Director Elections |
Board | For | Split 11 FOR, 16 AGAINST |
AGAINST 13 funds |
| FORESTAR GROUP INC. | January 20, 2025 | Election of Directors: Donald J. Tomnitz Director Elections |
Board | For | Split 15 FOR, 1 AGAINST |
FOR 4 funds |
| FORESTAR GROUP INC. | January 20, 2025 | Election of Directors: Elizabeth (Betsy) Parmer Director Elections |
Board | For | Split 14 FOR, 2 AGAINST |
FOR 4 funds |
| FORESTAR GROUP INC. | January 20, 2025 | Election of Directors: George W. Seagraves, II Director Elections |
Board | For | Split 15 FOR, 1 AGAINST |
FOR 4 funds |
| FORESTAR GROUP INC. | January 20, 2025 | Election of Directors: Kellie L. Fischer Director Elections |
Board | For | Split 15 FOR, 1 AGAINST |
FOR 4 funds |
| FORESTAR GROUP INC. | January 20, 2025 | Election of Directors: Lisa H. Jamieson Director Elections |
Board | For | Split 14 FOR, 2 AGAINST |
FOR 4 funds |
| FORESTAR GROUP INC. | January 20, 2025 | Election of Directors: Samuel R. Fuller Director Elections |
Board | For | Split 14 FOR, 2 AGAINST |
FOR 4 funds |
| FORTUNE BRANDS INNOVATIONS INC. | May 14, 2025 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | Split 27 FOR, 5 AGAINST |
FOR 13 funds |
| FOX FACTORY HOLDING CORP. | May 9, 2025 | To approve, on an advisory basis, the resolution approving the compensation of Fox Factory Holding Corp.'s named executive officers. Say-on-Pay |
Board | For | Split 15 FOR, 1 AGAINST |
AGAINST 8 funds |
| FUBOTV INC. | June 17, 2025 | Approval of an amendment to the Company's 2020 Equity Incentive Plan to, among other things, increase the number of shares of Common Stock available for issuance. Compensation |
Board | For | Split 1 FOR, 2 AGAINST |
FOR 4 funds |
| FULGENT GENETICS INC. | May 15, 2025 | Election of Directors: Linda Marsh Director Elections |
Board | For | Split 12 FOR, 1 WITHHOLD |
FOR 6 funds |
| FULGENT GENETICS INC. | May 15, 2025 | Election of Directors: Regina Groves Director Elections |
Board | For | Split 12 FOR, 1 WITHHOLD |
FOR 6 funds |
| FVCBANKCORP INC. | May 29, 2025 | To Approve the following (non-binding) resolution: Resolved, that the shareholders of FVCBankcorp, Inc. approve the compensation of the named executive officers as disclosed in the proxy statement pursuant to the rules of the Securities and Exchange Commission. Say-on-Pay |
Board | For | Split 1 FOR, 7 AGAINST |
AGAINST 3 funds |
| GARMIN LTD. | June 6, 2025 | Re-election of six directors: Joseph J. Hartnett Director Elections |
Board | For | Split 20 FOR, 1 AGAINST |
FOR 12 funds |
| GARTNER INC. | May 29, 2025 | Approval, on an advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | Split 43 FOR, 1 AGAINST |
FOR 18 funds |
| GENERAL DYNAMICS CORP. | May 7, 2025 | Election of Directors: John G. Stratton Director Elections |
Board | For | Split 42 FOR, 1 AGAINST |
FOR 13 funds |
| GENIE ENERGY LTD. | May 6, 2025 | Election of Directors: Allan Sass Director Elections |
Board | For | Split 12 FOR, 1 AGAINST |
FOR 2 funds |
| GENIE ENERGY LTD. | May 6, 2025 | Election of Directors: Howard S. Jonas Director Elections |
Board | For | Split 12 FOR, 1 AGAINST |
FOR 2 funds |
| GENIE ENERGY LTD. | May 6, 2025 | Election of Directors: W. Wesley Perry Director Elections |
Board | For | Split 12 FOR, 1 AGAINST |
AGAINST 2 funds |
| GENUINE PARTS CO. | April 28, 2025 | Election of Directors: Robert C. "Robin" Loudermilk, Jr. Director Elections |
Board | For | Split 18 FOR, 1 AGAINST |
FOR 14 funds |
| GENWORTH FINANCIAL INC. | May 22, 2025 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | Split 13 FOR, 8 AGAINST |
FOR 9 funds |
| GEO GROUP INC. | April 29, 2025 | Election of Directors: Julie Myers Wood Director Elections |
Board | For | Split 20 FOR, 1 AGAINST |
FOR 8 funds |
| GETTY REALTY CORP. | April 22, 2025 | ADVISORY (NON-BINDING) VOTE ON NAMED EXECUTIVE COMPENSATION (SAY-ON-PAY). Say-on-Pay |
Board | For | Split 15 FOR, 1 AGAINST |
FOR 10 funds |
| GITLAB INC. | June 20, 2025 | Approve, on a non-binding advisory basis, the compensation paid by GitLab Inc. to its named executive officers. Say-on-Pay |
Board | For | Split 2 FOR, 17 AGAINST |
AGAINST 9 funds |
| GLOBALSTAR INC. | May 20, 2025 | Election of Class A Directors: Dr. Paul E. Jacobs Director Elections |
Board | For | Split 14 FOR, 3 WITHHOLD |
FOR 4 funds |
| GLOBALSTAR INC. | May 20, 2025 | Election of Class A Directors: Keith O. Cowan Director Elections |
Board | For | Split 16 FOR, 1 WITHHOLD |
FOR 4 funds |
| GLOBUS MEDICAL INC. | June 4, 2025 | Election of Directors: David C. Paul Director Elections |
Board | For | Split 2 FOR, 20 WITHHOLD |
WITHHOLD 12 funds |
| GOGO INC. | June 12, 2025 | Non-binding advisory vote approving 2024 executive compensation. Say-on-Pay |
Board | For | Split 19 FOR, 15 AGAINST |
AGAINST 5 funds |
| GOHEALTH INC. | June 18, 2025 | To approve, on an advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | Split 1 FOR, 7 AGAINST |
AGAINST 3 funds |
| GOLDMAN SACHS GROUP INC. | April 23, 2025 | Approval of The Goldman Sachs Amended and Restated Stock Incentive Plan (2025) Compensation |
Board | For | Split 25 FOR, 17 AGAINST |
FOR 14 funds |
| GRAHAM HOLDINGS CO. | May 6, 2025 | Election of Directors: Christopher C. Davis Director Elections |
Board | For | Split 4 FOR, 11 AGAINST |
AGAINST 7 funds |
| GRAPHIC PACKAGING HOLDING CO. | May 21, 2025 | Advisory vote on compensation paid to Named Executive Officers (Say-on-Pay). Say-on-Pay |
Board | For | Split 35 FOR, 3 AGAINST |
FOR 13 funds |
| GREAT SOUTHERN BANCORP INC. | May 7, 2025 | Election of Three Directors, each for a three-year term: Julie Turner Brown Director Elections |
Board | For | Split 12 FOR, 1 WITHHOLD |
FOR 4 funds |
| GREENE COUNTY BANCORP INC. | November 2, 2024 | Election of Directors: Charles H. Schaefer, Esq. Director Elections |
Board | For | Split 7 FOR, 5 WITHHOLD |
WITHHOLD 2 funds |
| GREENE COUNTY BANCORP INC. | November 2, 2024 | Election of Directors: Jay P. Cahalan Director Elections |
Board | For | Split 11 FOR, 1 WITHHOLD |
FOR 2 funds |
| HACKETT GROUP INC. | May 1, 2025 | Election of Directors: Alan T. G. Wix Director Elections |
Board | For | Split 15 FOR, 1 AGAINST |
FOR 6 funds |
| HACKETT GROUP INC. | May 1, 2025 | Election of Directors: Robert A. Rivero Director Elections |
Board | For | Split 15 FOR, 1 AGAINST |
FOR 6 funds |
| HAMILTON LANE INC. | September 5, 2024 | To approve the Amended and Restated Hamilton Lane Incorporated 2017 Equity Incentive Plan. Compensation |
Board | For | Split 1 FOR, 16 AGAINST |
AGAINST 7 funds |
| HBT FINANCIAL INC. | May 20, 2025 | Election of Directors: Allen C. Drake Director Elections |
Board | For | Split 7 FOR, 1 WITHHOLD |
FOR 4 funds |
| HCI GROUP INC. | June 10, 2025 | Approval, on an advisory basis, of the compensation of the named executive officers. Say-on-Pay |
Board | For | Split 13 FOR, 3 AGAINST |
AGAINST 5 funds |
| HEICO CORP. | March 14, 2025 | ELECTION OF HEICO'S BOARD OF DIRECTORS FOR THE ENSUING YEAR: Dr. Alan Schriesheim Director Elections |
Board | For | Split 30 FOR, 1 AGAINST |
FOR 11 funds |
| HERBALIFE LTD. | April 23, 2025 | Approve, on an advisory basis, the compensation of the Company's named executive officers; and Say-on-Pay |
Board | For | Split 1 FOR, 14 AGAINST |
AGAINST 8 funds |
| HERBALIFE LTD. | April 23, 2025 | Election of Directors: Richard H. Carmona Director Elections |
Board | For | Split 13 FOR, 1 AGAINST |
FOR 7 funds |
| HERITAGE INSURANCE HOLDINGS INC. | June 10, 2025 | Election of Directors: Richard Widdicombe Director Elections |
Board | For | Split 6 FOR, 3 WITHHOLD |
WITHHOLD 2 funds |
| HERSHEY CO. | May 6, 2025 | Approve named executive officer compensation on a non-binding advisory basis. Say-on-Pay |
Board | For | Split 33 FOR, 1 AGAINST |
FOR 17 funds |
| HERSHEY CO. | May 6, 2025 | Election of Directors: Huong Maria T. Kraus Director Elections |
Board | For | Split 30 FOR, 1 AGAINST |
FOR 15 funds |
| HERSHEY CO. | May 6, 2025 | Election of Directors: Juan R. Perez Director Elections |
Board | For | Split 30 FOR, 1 AGAINST |
AGAINST 15 funds |
| HESS CORP. | May 14, 2025 | Advisory approval of the compensation of our named executive officers. Say-on-Pay |
Board | For | Split 41 FOR, 1 AGAINST |
FOR 15 funds |
| HEXCEL CORP. | May 8, 2025 | Advisory non-binding vote to approve 2024 executive compensation. Say-on-Pay |
Board | For | Split 17 FOR, 1 AGAINST |
FOR 12 funds |
| HF FOODS GROUP INC. | June 3, 2025 | Approval, on an advisory basis, of the compensation of our executive officers as disclosed in the proxy statement. Say-on-Pay |
Board | For | Split 1 FOR, 7 AGAINST |
AGAINST 2 funds |
| HIGHWOODS PROPERTIES INC. | May 13, 2025 | ADVISORY VOTE ON EXECUTIVE COMPENSATION. Say-on-Pay |
Board | For | Split 19 FOR, 1 AGAINST |
FOR 12 funds |
| HOVNANIAN ENTERPRISES INC. | March 27, 2025 | Election of directors: Ara K. Hovnanian Director Elections |
Board | For | Split 12 FOR, 1 AGAINST |
FOR 7 funds |
| HOVNANIAN ENTERPRISES INC. | March 27, 2025 | Election of directors: Edward A. Kangas Director Elections |
Board | For | Split 12 FOR, 1 AGAINST |
FOR 7 funds |
| HOVNANIAN ENTERPRISES INC. | March 27, 2025 | Election of directors: Joseph A. Marengi Director Elections |
Board | For | Split 12 FOR, 1 AGAINST |
FOR 7 funds |
| HOVNANIAN ENTERPRISES INC. | March 27, 2025 | Election of directors: Vincent Pagano Jr. Director Elections |
Board | For | Split 1 FOR, 12 AGAINST |
AGAINST 7 funds |
| HUDSON PACIFIC PROPERTIES INC. | May 14, 2025 | Election of Directors: Robert L. Harris II Director Elections |
Board | For | Split 14 FOR, 1 AGAINST |
FOR 9 funds |
| HUDSON PACIFIC PROPERTIES INC. | May 14, 2025 | The advisory approval of the Company's executive compensation for the fiscal year ended December 31, 2024, as more fully disclosed in the accompanying Proxy Statement. Say-on-Pay |
Board | For | Split 2 FOR, 14 AGAINST |
AGAINST 10 funds |
| HUDSON PACIFIC PROPERTIES INC. | May 14, 2025 | The approval of the Amended and Restated 2010 Incentive Award Plan. Compensation |
Board | For | Split 14 FOR, 1 AGAINST |
FOR 9 funds |
| HUMANA INC. | April 17, 2025 | Non-binding advisory vote for the approval of the compensation of the named executive officers as disclosed in the 2025 proxy statement. Say-on-Pay |
Board | For | Split 49 FOR, 1 AGAINST |
FOR 16 funds |
| HURON CONSULTING GROUP INC. | May 9, 2025 | To approve an amendment to the Company's Amended and Restated 2012 Omnibus Incentive Plan. Compensation |
Board | For | Split 14 FOR, 5 AGAINST |
AGAINST 8 funds |
| IDEAYA BIOSCIENCES INC. | June 24, 2025 | To approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers as disclosed in the Proxy Statement accompanying this Notice of Annual Meeting of Stockholders. Say-on-Pay |
Board | For | Split 21 FOR, 1 AGAINST |
AGAINST 5 funds |
| IDENTIV INC. | June 10, 2025 | Election of Directors: James E. Ousley Director Elections |
Board | For | Split 4 FOR, 1 WITHHOLD |
WITHHOLD 1 fund |
| IDENTIV INC. | June 10, 2025 | Election of Directors: Laura Angelini Director Elections |
Board | For | Split 4 FOR, 1 WITHHOLD |
FOR 1 fund |
| IDT CORP. | December 12, 2024 | Election of Directors: Elaine S. Yatzkan Director Elections |
Board | For | Split 13 FOR, 1 AGAINST |
FOR 4 funds |
| IDT CORP. | December 12, 2024 | Election of Directors: Howard S. Jonas Director Elections |
Board | For | Split 13 FOR, 1 AGAINST |
FOR 4 funds |
| IDT CORP. | December 12, 2024 | Election of Directors: Judah Schorr Director Elections |
Board | For | Split 12 FOR, 2 AGAINST |
AGAINST 4 funds |
| IHEARTMEDIA INC. | May 13, 2025 | The approval, on an advisory (non-binding) basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | Split 16 FOR, 1 AGAINST |
AGAINST 8 funds |
| INFORMATIC | June 18, 2025 | Advisory vote on the compensation of our named executive officers. Say-on-Pay |
Board | Not determined | Split 5 FOR, 18 AGAINST |
FOR 9 funds |
| INSIGHT EN | May 13, 2025 | Advisory vote (non-binding) to approve named executive officer compensation. Say-on-Pay |
Board | Not determined | Split 37 FOR, 1 AGAINST |
FOR 11 funds |
| INSMED INC. | May 15, 2025 | An advisory vote on the 2024 compensation of our named executive officers. Say-on-Pay |
Board | For | Split 38 FOR, 2 AGAINST |
FOR 12 funds |
| INTEL CORP. | May 6, 2025 | Advisory vote on executive compensation (Say-On-Pay). Say-on-Pay |
Board | For | Split 23 FOR, 4 AGAINST |
FOR 13 funds |
| INTERACTIVE BROKERS GROUP INC. | April 17, 2025 | Election of Directors: Earl H. Nemser Director Elections |
Board | For | Split 19 FOR, 14 AGAINST |
AGAINST 14 funds |
| INTERACTIVE BROKERS GROUP INC. | April 17, 2025 | Election of Directors: Milan Galik Director Elections |
Board | For | Split 19 FOR, 14 AGAINST |
AGAINST 14 funds |
| INTERACTIVE BROKERS GROUP INC. | April 17, 2025 | Election of Directors: Paul J. Brody Director Elections |
Board | For | Split 19 FOR, 14 AGAINST |
FOR 14 funds |
| INTERACTIVE BROKERS GROUP INC. | April 17, 2025 | Election of Directors: Thomas Peterffy Director Elections |
Board | For | Split 19 FOR, 14 AGAINST |
AGAINST 14 funds |
| INTERACTIVE BROKERS GROUP INC. | April 17, 2025 | To approve, by non-binding vote, executive compensation. Say-on-Pay |
Board | For | Split 36 FOR, 1 AGAINST |
FOR 17 funds |
| INTERNATIONAL BANCSHARES CORP. | May 19, 2025 | ELECTION OF DIRECTORS: A. R. Sanchez, Jr. Director Elections |
Board | For | Split 13 FOR, 1 AGAINST |
FOR 9 funds |
| INTERNATIONAL BUSINESS MACHINES CORP. | April 29, 2025 | Advisory Vote on Executive Compensation Diversity, Equity, and Inclusion |
Board | For | Split 51 FOR, 1 AGAINST |
FOR 17 funds |
| INTERPUBLIC GROUP OF COMPANIES INC. | March 18, 2025 | IPG Compensation Proposal. Proposal to approve, on a non-binding, advisory basis, certain compensation that may be paid or become payable to IPG's named executive officers that is based on or otherwise relates to the merger; and Say-on-Pay |
Board | For | Split 28 FOR, 1 AGAINST |
FOR 17 funds |
| INTRA-CELLULAR THERAPIES INC. | March 27, 2025 | To approve, on an advisory (non-binding) basis, the compensation that may be paid or become payable to ITI's named executive officers that is based on or otherwise relates to the Merger Agreement and the transactions contemplated by the Merger Agreement. Say-on-Pay |
Board | For | Split 2 FOR, 28 AGAINST |
FOR 11 funds |
| IONIS PHARMACEUTICALS INC. | June 5, 2025 | To approve an amendment of the Ionis Pharmaceuticals, Inc. 2011 Equity Incentive Plan to increase the aggregate number of shares of common stock authorized for issuance under such plan by 4,000,000 shares to an aggregate of 42,500,000 shares. Compensation |
Board | For | Split 20 FOR, 9 AGAINST |
FOR 9 funds |
| ITERIS INC. | October 22, 2024 | To approve, on a non binding, advisory basis, certain compensation that will or may become payable to Iteris, Inc.'s named executive officers in connection with the transactions contemplated by the Merger Agreement. Say-on-Pay |
Board | For | Split 9 FOR, 1 AGAINST |
AGAINST 3 funds |
| ITRON INC. | May 8, 2025 | Election of Director: Diana D. Tremblay Director Elections |
Board | For | Split 22 FOR, 1 AGAINST |
FOR 8 funds |
| IVANHOE ELECTRIC INC. | June 5, 2025 | Election of Directors: Priya Patil Director Elections |
Board | For | Split 16 FOR, 1 AGAINST |
AGAINST 4 funds |
| J.JILL INC. | June 3, 2025 | To approve the J.Jill, Inc. Amended & Restated 2017 Omnibus Equity Incentive Plan. Compensation |
Board | For | Split 1 FOR, 11 AGAINST |
FOR 3 funds |
| JABIL INC. | January 23, 2025 | Approve (on an advisory basis) Jabil's executive compensation. Say-on-Pay |
Board | For | Split 30 FOR, 19 AGAINST |
FOR 17 funds |
| JANUS INTE | June 16, 2025 | To approve, on a non-binding, advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | Not determined | Split 17 FOR, 1 AGAINST |
AGAINST 8 funds |
| JOHN B. SANFILIPPO & SON INC. | October 30, 2024 | Election of Directors: Pamela Forbes Lieberman Director Elections |
Board | For | Split 3 FOR, 15 WITHHOLD |
WITHHOLD 7 funds |
| JOINT CORP. | May 21, 2025 | Election of Directors: Jefferson Gramm Director Elections |
Board | For | Split 7 FOR, 1 AGAINST |
FOR 2 funds |
| JPMORGAN CHASE & CO. | May 20, 2025 | Ratification of independent registered public accounting firm Audit-related |
Board | For | Split 81 FOR, 1 AGAINST |
FOR 13 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.