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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
MONTROSE ENVIRONMENTAL GROUP INC. May 6, 2025 To approve, on a non-binding and advisory basis, the compensation of our named executive officers ("Say on Pay").
Say-on-Pay
Board For Split
11 FOR, 5 AGAINST
FOR
5 funds
MONTROSE ENVIRONMENTAL GROUP INC. May 6, 2025 To elect three Class II directors to our Board of Directors to hold office until the Company's 2028 annual meeting of stockholders, or until their successors are duly elected and qualified: J. Thomas Presby
Director Elections
Board For Split
11 FOR, 3 WITHHOLD
FOR
4 funds
MORGAN STANLEY May 15, 2025 To ratify the appointment of Deloitte & Touche LLP as independent auditor
Audit-related
Board For Split
76 FOR, 1 AGAINST
FOR
15 funds
MP MATERIALS CORP. June 10, 2025 Advisory vote to approve compensation paid to the Company's named executive officers.
Say-on-Pay
Board For Split
15 FOR, 5 AGAINST
AGAINST
9 funds
MUELLER IN May 8, 2025 To approve, on an advisory basis by non-binding vote, executive compensation.
Say-on-Pay
Board Not determined Split
24 FOR, 1 AGAINST
FOR
12 funds
NABORS INDUSTRIES LTD. June 3, 2025 Approval, on a non-binding, advisory basis, of the compensation paid by the Company to its named executive officers.
Say-on-Pay
Board For Split
11 FOR, 4 AGAINST
AGAINST
7 funds
NACCO INDUSTRIES INC. May 14, 2025 Proposal to approve, on an advisory basis, NACCO Industries, Inc.'s Named Executive Officer compensation.
Say-on-Pay
Board For Split
6 FOR, 1 AGAINST
AGAINST
3 funds
NAPCO SECURITY TECHNOLOGIES INC. December 12, 2024 Election of Directors: Donna Soloway
Director Elections
Board For Split
25 FOR, 1 WITHHOLD
FOR
5 funds
NATERA INC. June 12, 2025 To approve an amendment to Natera's Amended and Restated 2015 Equity Incentive Plan.
Compensation
Board For Split
20 FOR, 16 AGAINST
AGAINST
10 funds
NATIONAL HEALTH INVESTORS INC. May 21, 2025 The Company's proposal to approve, on an advisory basis, of the compensation of the Company's named executive officers.
Say-on-Pay
Board Contested Split
1 FOR, 1 AGAINST
FOR
12 funds
NATIONAL STORAGE AFFILIATES TRUST May 12, 2025 The election of eleven trustees to serve on the Board of Trustees: Warren W. Allan
Director Elections
Board For Split
17 FOR, 2 AGAINST
AGAINST
10 funds
NAVIENT CORP. June 5, 2025 Approve, in a non-binding advisory vote, the compensation paid to Navient-named executive officers.
Say-on-Pay
Board For Split
15 FOR, 1 AGAINST
AGAINST
10 funds
NCR VOYIX CORP. June 6, 2025 To approve, on a non-binding and advisory basis, the compensation of the named executive officers as more particularly described in the proxy materials
Say-on-Pay
Board For Split
21 FOR, 1 AGAINST
AGAINST
8 funds
NEKTAR THERAPEUTICS May 23, 2025 Election of Directors: Diana Brainard
Director Elections
Board For Split
7 FOR, 1 AGAINST
FOR
4 funds
NEKTAR THERAPEUTICS May 23, 2025 Election of Directors: R. Scott Greer
Director Elections
Board For Split
7 FOR, 1 AGAINST
FOR
4 funds
NELNET INC. May 15, 2025 Election of three Class II directors for three-year terms: Adam K. Peterson
Director Elections
Board For Split
12 FOR, 1 AGAINST
FOR
7 funds
NELNET INC. May 15, 2025 Election of three Class II directors for three-year terms: Kimberly K. Rath
Director Elections
Board For Split
1 FOR, 12 AGAINST
AGAINST
7 funds
NEOGEN CORP. October 24, 2024 To Approve, On An Advisory Basis, The Compensation of Named Executive Officers.
Say-on-Pay
Board For Split
13 FOR, 2 AGAINST
AGAINST
10 funds
NETAPP INC. September 11, 2024 To approve an amendment to NetApp's 2021 Equity Incentive Plan.
Compensation
Board For Split
23 FOR, 6 AGAINST
FOR
15 funds
NEUROGENE INC. June 12, 2025 To approve an amendment to our 2023 Employee Stock Purchase Plan to clarify that the number of outstanding shares of common stock used to calculate the automatic share reserve increase includes shares issuable on exercise of prefunded warrants and conversion of preferred stock.
Compensation
Board For Split
4 FOR, 8 AGAINST
AGAINST
2 funds
NEXSTAR MEDIA GROUP INC. June 17, 2025 To conduct an advisory vote on the compensation of our Named Executive Officers.
Say-on-Pay
Board For Split
18 FOR, 1 AGAINST
FOR
14 funds
NEXTDECADE CORP. June 4, 2025 To approve an amendment to the Company's 2017 Omnibus Incentive Plan, as amended, to increase the maximum number of shares available under such plan.
Compensation
Board For Split
13 FOR, 1 AGAINST
FOR
4 funds
NEXTERA ENERGY INC. May 22, 2025 Approval, by non-binding advisory vote, of NextEra Energy's compensation of its named executive officers as disclosed in the proxy statement.
Say-on-Pay
Board For Split
58 FOR, 4 AGAINST
FOR
16 funds
NICOLET BANKSHARES INC. May 19, 2025 Approval, on a non-binding advisory basis, of the compensation paid to Nicolet's named executive officers.
Say-on-Pay
Board For Split
14 FOR, 6 AGAINST
FOR
8 funds
NICOLET BANKSHARES INC. May 19, 2025 Election of Directors: Donald J. Long, Jr.
Director Elections
Board For Split
14 FOR, 4 WITHHOLD
FOR
7 funds
NICOLET BANKSHARES INC. May 19, 2025 Election of Directors: Glen E. Tellock
Director Elections
Board For Split
14 FOR, 4 WITHHOLD
FOR
7 funds
NICOLET BANKSHARES INC. May 19, 2025 Election of Directors: John N. Dykema
Director Elections
Board For Split
14 FOR, 4 WITHHOLD
FOR
7 funds
NICOLET BANKSHARES INC. May 19, 2025 Election of Directors: Susan L. Merkatoris, MBA
Director Elections
Board For Split
14 FOR, 4 WITHHOLD
FOR
7 funds
NOV INC. May 20, 2025 To approve, on an advisory basis, the compensation of our named executive officers.
Say-on-Pay
Board For Split
17 FOR, 1 AGAINST
FOR
13 funds
O-I GLASS INC. May 14, 2025 Election of Directors: Carol A. Williams
Director Elections
Board For Split
12 FOR, 8 AGAINST
FOR
7 funds
O-I GLASS INC. May 14, 2025 Election of Directors: Catherine I. Slater
Director Elections
Board For Split
12 FOR, 8 AGAINST
FOR
7 funds
O-I GLASS INC. May 14, 2025 Election of Directors: Cheri Phyfer
Director Elections
Board For Split
12 FOR, 8 AGAINST
FOR
7 funds
O-I GLASS INC. May 14, 2025 Election of Directors: David V. Clark, II
Director Elections
Board For Split
12 FOR, 8 AGAINST
FOR
7 funds
O-I GLASS INC. May 14, 2025 Election of Directors: Hari N. Nair
Director Elections
Board For Split
12 FOR, 8 AGAINST
FOR
7 funds
O-I GLASS INC. May 14, 2025 To approve, by advisory vote, the Company's named executive officer compensation.
Say-on-Pay
Board For Split
12 FOR, 10 AGAINST
FOR
8 funds
OCEANEERING INTERNATIONAL INC. May 9, 2025 Advisory vote on a resolution to approve the compensation of our named executive officers.
Say-on-Pay
Board For Split
17 FOR, 1 AGAINST
FOR
10 funds
OCULAR THERAPEUTIX INC. June 11, 2025 To approve an advisory vote on named executive officer compensation.
Say-on-Pay
Board For Split
19 FOR, 1 AGAINST
AGAINST
5 funds
OCULAR THERAPEUTIX INC. June 11, 2025 To approve an amendment to the Ocular Therapeutix, Inc. 2021 Stock Incentive Plan, as amended, to increase the number of shares of common stock issuable thereunder by 8,750,000 shares.
Compensation
Board For Split
13 FOR, 5 AGAINST
AGAINST
4 funds
OMEGA FLEX INC. June 18, 2025 To approve the Flex-Trac, Inc. 2025 Equity Incentive Plan.
Compensation
Board For Split
8 FOR, 1 AGAINST
FOR
4 funds
OMEGA HEALTHCARE INVESTORS INC. June 6, 2025 Approval, on an advisory basis, of executive compensation
Say-on-Pay
Board For Split
35 FOR, 1 AGAINST
FOR
16 funds
OMNICOM GROUP INC. May 6, 2025 Advisory resolution to approve executive compensation.
Say-on-Pay
Board For Split
33 FOR, 1 AGAINST
FOR
16 funds
ON SEMICON May 15, 2025 Advisory vote to approve the compensation of our named executive officers (Say-on-Pay).
Say-on-Pay
Board Not determined Split
68 FOR, 1 AGAINST
FOR
15 funds
ONESPAWORLD HOLDINGS LTD. June 9, 2025 Election of Directors: Glenn J. Fusfield
Director Elections
Board For Split
12 FOR, 8 WITHHOLD
WITHHOLD
5 funds
OOMA INC. June 5, 2025 To approve an amendment and restatement of the Ooma, Inc. 2015 Equity Incentive Plan.
Compensation
Board For Split
8 FOR, 1 AGAINST
FOR
2 funds
OPEN LENDING CORP. May 21, 2025 To elect two Class II directors for a three-year term: Adam H. Clammer
Director Elections
Board For Split
2 FOR, 11 WITHHOLD
WITHHOLD
4 funds
OPEN LENDING CORP. May 21, 2025 To elect two Class II directors for a three-year term: Blair J. Greenberg
Director Elections
Board For Split
12 FOR, 1 WITHHOLD
FOR
4 funds
ORGANON & CO. June 10, 2025 Approve, on a non-binding advisory basis, the compensation of Organon's Named Executive Officers.
Say-on-Pay
Board For Split
22 FOR, 1 AGAINST
FOR
14 funds
ORRSTOWN FINANCIAL SERVICES INC. May 6, 2025 To approve a non-binding advisory vote regarding the compensation paid to our Named Executive Officers ("Say-On-Pay").
Say-on-Pay
Board For Split
8 FOR, 3 AGAINST
FOR
5 funds
OTIS WORLDWIDE CORP. May 15, 2025 Advisory Vote to Approve Executive Compensation
Say-on-Pay
Board For Split
34 FOR, 2 AGAINST
AGAINST
15 funds
OUTFRONT MEDIA INC. June 3, 2025 Election of Director Nominees: Susan M. Tolson
Director Elections
Board For Split
28 FOR, 13 AGAINST
FOR
9 funds
OWENS CORNING April 15, 2025 To approve, on an advisory basis, our named executive officer compensation.
Say-on-Pay
Board For Split
36 FOR, 2 AGAINST
FOR
13 funds
P10 INC. June 12, 2025 Election of Class I Directors: Scott Gwilliam
Director Elections
Board For Split
6 FOR, 12 WITHHOLD
WITHHOLD
2 funds
PACIFIC BIOSCIENCES OF CALIFORNIA INC. June 4, 2025 Election of Directors: William Ericson
Director Elections
Board For Split
11 FOR, 1 AGAINST
FOR
4 funds
PACIFIC BIOSCIENCES OF CALIFORNIA INC. June 4, 2025 To approve, on an advisory basis, the compensation of our named executive officers.
Say-on-Pay
Board For Split
12 FOR, 1 AGAINST
AGAINST
5 funds
PACIRA BIOSCIENCES INC. June 10, 2025 Approval, on an advisory basis, of the compensation of our named executive officers.
Say-on-Pay
Board For Split
17 FOR, 1 AGAINST
AGAINST
9 funds
PALO ALTO NETWORKS INC. December 10, 2024 To approve an amendment to the Palo Alto Networks, Inc. 2021 Equity Incentive Plan.
Compensation
Board For Split
18 FOR, 21 AGAINST
FOR
14 funds
PALO ALTO NETWORKS INC. December 10, 2024 To approve, on an advisory basis, the compensation of our named executive officers.
Say-on-Pay
Board For Split
45 FOR, 1 AGAINST
AGAINST
16 funds
PAR TECHNOLOGY CORP. June 2, 2025 Non-binding advisory vote to approve the compensation of the Company's Named Executive Officers ("Say-on-Pay Vote").
Say-on-Pay
Board For Split
15 FOR, 11 AGAINST
AGAINST
5 funds
PARKER-HANNIFIN CORP. October 23, 2024 Approval of, on a non-binding, advisory basis, the compensation of our Named Executive Officers.
Say-on-Pay
Board For Split
53 FOR, 4 AGAINST
FOR
17 funds
PAYCOR HCM INC. October 23, 2024 To approve, on an advisory and non-binding basis, the compensation of Paycor's named executive officers, as disclosed in the Proxy Statement.
Say-on-Pay
Board For Split
19 FOR, 1 AGAINST
FOR
7 funds
PBF ENERGY INC. April 29, 2025 Election of Directors: Damian W. Wilmot
Director Elections
Board For Split
11 FOR, 1 AGAINST
FOR
8 funds
PBF ENERGY INC. April 29, 2025 Election of Directors: S. Eugene Edwards
Director Elections
Board For Split
1 FOR, 11 AGAINST
FOR
8 funds
PEGASYSTEMS INC. June 17, 2025 To approve an amendment to our Restated Articles of Organization.
Capital Structure
Board For Split
1 FOR, 3 AGAINST
AGAINST
7 funds
PEGASYSTEMS INC. June 17, 2025 To approve the amended and restated Pegasystems Inc. 2004 Long-Term Incentive Plan.
Compensation
Board For Split
1 FOR, 3 AGAINST
AGAINST
7 funds
PEGASYSTEMS INC. June 17, 2025 To approve, by a non-binding advisory vote, the compensation of our named executive officers.
Say-on-Pay
Board For Split
6 FOR, 1 AGAINST
FOR
8 funds
PELOTON INTERACTIVE INC. December 3, 2024 Approval, on a non-binding advisory basis, of the compensation of our named executive officers as disclosed in the Proxy Statement.
Say-on-Pay
Board For Split
2 FOR, 14 AGAINST
AGAINST
8 funds
PELOTON INTERACTIVE INC. December 3, 2024 Election of Director: Jay Hoag
Director Elections
Board For Split
1 FOR, 14 WITHHOLD
WITHHOLD
7 funds
PENN ENTERTAINMENT INC. June 17, 2025 The Company's proposal to approve the second amendment to the Company's Long Term Incentive Compensation Plan to increase the number of shares reserved for issuance thereunder by 8,563,000 shares.
Compensation
Board Contested Split
15 FOR, 5 AGAINST
FOR
8 funds
PENN ENTERTAINMENT INC. June 17, 2025 The Company's proposal to approve, on an advisory basis, the Company's named executive officer compensation.
Say-on-Pay
Board Contested Split
15 FOR, 6 AGAINST
AGAINST
10 funds
PENNYMAC MORTGAGE INVESTMENT TRUST June 24, 2025 To elect the three Class I Trustees identified in the enclosed Proxy Statement to serve on our Board of Trustees, each for a term expiring at the 2028 Annual Meeting of Shareholders: Scott W. Carnahan
Director Elections
Board For Split
1 FOR, 1 AGAINST
FOR
7 funds
PENSKE AUTOMOTIVE GROUP INC. May 14, 2025 Election of Directors: Greg Smith
Director Elections
Board For Split
24 FOR, 1 WITHHOLD
FOR
12 funds
PENSKE AUTOMOTIVE GROUP INC. May 14, 2025 Election of Directors: Kimberly McWaters
Director Elections
Board For Split
24 FOR, 2 WITHHOLD
WITHHOLD
12 funds
PENUMBRA INC. May 28, 2025 To approve, on an advisory basis, the compensation of Penumbra, Inc.'s named executive officers as disclosed in the proxy statement.
Say-on-Pay
Board For Split
61 FOR, 2 AGAINST
FOR
13 funds
PFIZER INC. April 24, 2025 2025 advisory approval of executive compensation
Say-on-Pay
Board For Split
18 FOR, 16 AGAINST
AGAINST
16 funds
PFIZER INC. April 24, 2025 Election of Directors: Cyrus Taraporevala
Director Elections
Board For Split
17 FOR, 12 AGAINST
FOR
14 funds
PFIZER INC. April 24, 2025 Election of Directors: James C. Smith
Director Elections
Board For Split
17 FOR, 12 AGAINST
FOR
14 funds
PFIZER INC. April 24, 2025 Election of Directors: James Quincey
Director Elections
Board For Split
17 FOR, 12 AGAINST
FOR
14 funds
PFIZER INC. April 24, 2025 Election of Directors: Ronald E. Blaylock
Director Elections
Board For Split
17 FOR, 12 AGAINST
FOR
14 funds
PHATHOM PHARMACEUTICALS INC. June 3, 2025 To approve the compensation of the named executive officers on a non-binding advisory basis ("say-on-pay").
Say-on-Pay
Board For Split
15 FOR, 1 AGAINST
AGAINST
5 funds
PILGRIM'S PRIDE CORP. April 30, 2025 Approve the Amended and Restated Pilgrim's Pride Corporation 2019 Long Term Incentive Plan.
Compensation
Board For Split
2 FOR, 19 AGAINST
FOR
13 funds
PLAYA HOTELS & RESORTS N V April 17, 2025 Non-binding advisory vote to approve the compensation that will or may become payable by the Company to its named executive officers in connection with the completion of the Offer
Say-on-Pay
Board For Split
11 FOR, 2 AGAINST
FOR
4 funds
PONCE FINANCIAL GROUP INC. June 12, 2025 Approval, on an advisory and non-binding basis, of the compensation of the named executive officers.
Say-on-Pay
Board For Split
1 FOR, 7 AGAINST
AGAINST
3 funds
POST HOLDINGS INC. January 30, 2025 Advisory approval of the Company's executive compensation.
Say-on-Pay
Board For Split
14 FOR, 15 AGAINST
AGAINST
13 funds
POST HOLDINGS INC. January 30, 2025 Election of Directors: David P. Skarie
Director Elections
Board For Split
15 FOR, 10 AGAINST
FOR
12 funds
POST HOLDINGS INC. January 30, 2025 Election of Directors: Gregory L. Curl
Director Elections
Board For Split
16 FOR, 9 AGAINST
FOR
12 funds
POWERFLEET INC. September 17, 2024 Approval of an amendment to the Company's 2018 Incentive Plan, as amended, to increase the number of shares of common stock available for issuance thereunder.
Compensation
Board For Split
7 FOR, 1 AGAINST
FOR
2 funds
PPG INDUSTRIES INC. April 17, 2025 Election of Directors: Guillermo Novo
Director Elections
Board For Split
16 FOR, 5 AGAINST
AGAINST
14 funds
PRELUDE THERAPEUTICS INC. June 12, 2025 To approve an amendment to our restated certificate of incorporation, as amended, to increase the number of authorized shares of our non-voting common stock from 12,850,259 to 112,850,259, with a corresponding increase to the total number of authorized shares of our common stock, par value $0.0001 per share.
Capital Structure
Board For Split
7 FOR, 1 AGAINST
FOR
2 funds
PRIMEENERGY RESOURCES CORP. June 5, 2025 An advisory (non-binding) vote to approve our executive compensation as described in the proxy statement.
Say-on-Pay
Board For Split
7 FOR, 1 AGAINST
FOR
3 funds
PRIMERICA INC. May 14, 2025 To consider an advisory vote on executive compensation (Say-on-Pay).
Say-on-Pay
Board For Split
41 FOR, 1 AGAINST
FOR
12 funds
PROASSURANCE CORP. June 24, 2025 To approve, on a non-binding, advisory basis, certain compensation that will or may be paid by ProAssurance to its named executive officers that is based on or otherwise relates to the merger.
Say-on-Pay
Board For Split
2 FOR, 10 AGAINST
FOR
8 funds
PROCORE TECHNOLOGIES INC. June 5, 2025 To approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers.
Say-on-Pay
Board For Split
19 FOR, 3 AGAINST
FOR
10 funds
PROGYNY INC. May 22, 2025 Approval, on an advisory (non-binding basis), of the compensation of the company's named executive officers.
Say-on-Pay
Board For Split
1 FOR, 22 AGAINST
AGAINST
5 funds
PROGYNY INC. May 22, 2025 Election of Directors: Debra Morris
Director Elections
Board For Split
14 FOR, 7 WITHHOLD
FOR
4 funds
PROGYNY INC. May 22, 2025 Election of Directors: Norman Payson, M.D.
Director Elections
Board For Split
2 FOR, 19 WITHHOLD
FOR
4 funds
PULMONX CORP. May 22, 2025 To conduct a non-binding advisory vote to approve our executive compensation.
Say-on-Pay
Board For Split
11 FOR, 16 AGAINST
AGAINST
5 funds
PURSUIT AT May 22, 2025 Election of Class I director for a term expiring at the 2026 annual meeting of shareholders: Jill H. Bright
Director Elections
Board Not determined Split
12 FOR, 7 AGAINST
FOR
4 funds
PURSUIT AT May 22, 2025 Election of Class II director for a term expiring at the 2027 annual meeting of shareholders: Brian P. Cassidy
Director Elections
Board Not determined Split
12 FOR, 7 AGAINST
FOR
4 funds
PVH CORP. June 18, 2025 Ratification of auditors
Audit-related
Board For Split
41 FOR, 1 AGAINST
FOR
11 funds
RACKSPACE TECHNOLOGY INC. June 20, 2025 Non-binding advisory vote to approve the compensation of the Company's named executive officers as described in the proxy statement.
Say-on-Pay
Board For Split
1 FOR, 11 AGAINST
FOR
5 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.