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
1,166 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 |
|---|---|---|---|---|---|---|
| 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 |
| 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 |
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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.