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 |
|---|---|---|---|---|---|---|
| RADIUS RECYCLING INC. | June 5, 2025 | To approve, on a non-binding, advisory basis, certain compensation that will or may be paid to Radius' named executive officers in connection with the merger. Say-on-Pay |
Board | For | Split 2 FOR, 12 AGAINST |
FOR 8 funds |
| RANPAK HOLDINGS CORP | May 22, 2025 | Company Proposal - Approval of a non-binding advisory resolution approving the compensation of named executive officers. Say-on-Pay |
Board | For | Split 12 FOR, 3 AGAINST |
FOR 5 funds |
| RBC BEARINGS INC. | September 5, 2024 | To consider a resolution regarding the stockholder advisory vote on named executive officer compensation. Say-on-Pay |
Board | For | Split 17 FOR, 1 AGAINST |
FOR 12 funds |
| READY CAPITAL CORP. | July 25, 2024 | Election of Directors: J. MITCHELL REESE Director Elections |
Board | For | Split 1 FOR, 10 WITHHOLD |
WITHHOLD 7 funds |
| RED ROCK RESORTS INC. | June 5, 2025 | Advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | Split 32 FOR, 1 AGAINST |
FOR 9 funds |
| REGENERON PHARMACEUTICALS INC. | June 13, 2025 | Election of Directors: Michael S. Brown, M.D. Director Elections |
Board | For | Split 38 FOR, 18 AGAINST |
FOR 13 funds |
| REGENXBIO INC. | May 30, 2025 | To approve the REGENXBIO Inc. 2025 Equity Incentive Plan. Compensation |
Board | For | Split 11 FOR, 2 AGAINST |
FOR 4 funds |
| REPLIMUNE GROUP INC. | September 4, 2024 | Election of Directors: Dieter Weinand Director Elections |
Board | For | Split 15 FOR, 1 WITHHOLD |
FOR 4 funds |
| REPUBLIC BANCORP INC. | April 24, 2025 | Election of Directors: Mark A. Vogt Director Elections |
Board | For | Split 1 FOR, 8 WITHHOLD |
WITHHOLD 5 funds |
| REPUBLIC S | May 19, 2025 | Election of Directors: Michael Larson Director Elections |
Board | Not determined | Split 16 FOR, 14 AGAINST |
FOR 14 funds |
| REPUBLIC S | May 19, 2025 | Election of Directors: Thomas W. Handley Director Elections |
Board | Not determined | Split 16 FOR, 14 AGAINST |
FOR 14 funds |
| RESIDEO TECHNOLOGIES INC. | June 4, 2025 | Election of Directors: Brian Kushner Director Elections |
Board | For | Split 13 FOR, 1 AGAINST |
FOR 9 funds |
| RETAIL OPPORTUNITY INVESTMENTS CORP. | February 7, 2025 | Proposal to approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to our principal executive officer, principal financial officer, and the three other most highly compensated executive officers that is based on or otherwise related to the company merger as more fully described in the Proxy Statement. Say-on-Pay |
Board | For | Split 3 FOR, 16 AGAINST |
FOR 10 funds |
| REVOLVE GROUP INC. | June 6, 2025 | Election of Directors: Michael Karanikolas Director Elections |
Board | For | Split 1 FOR, 17 WITHHOLD |
FOR 4 funds |
| REVOLVE GROUP INC. | June 6, 2025 | Election of Directors: Michael Mente Director Elections |
Board | For | Split 11 FOR, 7 WITHHOLD |
FOR 4 funds |
| REXFORD INDUSTRIAL REALTY INC. | June 3, 2025 | The advisory resolution to approve the Company's named executive officer compensation for the fiscal year ended December 31, 2024, as described in the Rexford Industrial Realty, Inc. Proxy Statement. Say-on-Pay |
Board | For | Split 35 FOR, 2 AGAINST |
FOR 15 funds |
| REYNOLDS C | April 23, 2025 | Election of Directors: Ann Ziegler Director Elections |
Board | Not determined | Split 17 FOR, 6 WITHHOLD |
FOR 13 funds |
| REYNOLDS C | April 23, 2025 | Election of Directors: Gregory Cole Director Elections |
Board | Not determined | Split 16 FOR, 7 WITHHOLD |
FOR 13 funds |
| RHYTHM PHARMACEUTICALS INC. | June 24, 2025 | Approval, on an advisory (non-binding) basis, of the compensation of the named executive officers of the Company. Say-on-Pay |
Board | For | Split 14 FOR, 13 AGAINST |
AGAINST 6 funds |
| RIMINI STREET INC. | June 4, 2025 | Election of Class II Director: Robin Murray Director Elections |
Board | For | Split 8 FOR, 1 WITHHOLD |
WITHHOLD 2 funds |
| RIOT PLATFORMS INC. | June 10, 2025 | Approval, on a non-binding an advisory basis, of the compensation of the Company's Named Executive Officers. Say-on-Pay |
Board | For | Split 14 FOR, 5 AGAINST |
AGAINST 6 funds |
| RIOT PLATFORMS INC. | June 10, 2025 | Election of Directors: Douglas Mouton Director Elections |
Board | For | Split 15 FOR, 2 WITHHOLD |
FOR 5 funds |
| RIOT PLATFORMS INC. | June 10, 2025 | Election of Directors: Jaime Leverton Director Elections |
Board | For | Split 15 FOR, 2 WITHHOLD |
WITHHOLD 5 funds |
| RITHM PROPERTY TRUST INC. | June 2, 2025 | To approve (on a non-binding advisory basis) the compensation of the named executive officers as described in the accompanying materials. Say-on-Pay |
Board | For | Split 5 FOR, 1 AGAINST |
FOR 2 funds |
| RMR GROUP INC. | March 27, 2025 | Advisory vote to approve executive compensation. Say-on-Pay |
Board | For | Split 16 FOR, 2 AGAINST |
FOR 5 funds |
| ROBLOX | May 29, 2025 | Advisory Vote on the Compensation of our Named Executive Officers. Say-on-Pay |
Board | For | Split 64 FOR, 1 AGAINST |
FOR 9 funds |
| ROCKWELL AUTOMATION INC. | February 4, 2025 | To approve, on an advisory basis, the compensation of the Corporation's named executive officers. Say-on-Pay |
Board | For | Split 26 FOR, 1 AGAINST |
FOR 18 funds |
| ROIVANT SCIENCES LTD | September 10, 2024 | To cast a non-binding, advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | Split 16 FOR, 7 AGAINST |
FOR 10 funds |
| ROKU | June 11, 2025 | Advisory vote to approve our named executive officer compensation. Say-on-Pay |
Board | For | Split 19 FOR, 23 AGAINST |
AGAINST 14 funds |
| ROOT INC. | June 4, 2025 | To approve, on an advisory basis, our named executive officer compensation. Say-on-Pay |
Board | For | Split 3 FOR, 13 AGAINST |
AGAINST 3 funds |
| ROSS STORES INC. | May 21, 2025 | Advisory vote to approve the resolution on the compensation of the named executive officers. Say-on-Pay |
Board | For | Split 50 FOR, 1 AGAINST |
FOR 15 funds |
| ROYAL CARIBBEAN CRUISES LTD. | May 28, 2025 | Advisory approval of the Company's compensation of its named executive officers. Say-on-Pay |
Board | For | Split 44 FOR, 1 AGAINST |
FOR 17 funds |
| ROYAL CARIBBEAN CRUISES LTD. | May 28, 2025 | Election of Directors: Vagn O. Sorensen Director Elections |
Board | For | Split 40 FOR, 1 AGAINST |
FOR 16 funds |
| RPM INTERN | October 3, 2024 | Approve the Company's executive compensation. Say-on-Pay |
Board | Not determined | Split 26 FOR, 1 AGAINST |
FOR 15 funds |
| RUMBLE INC. | June 12, 2025 | Election of Directors: Christopher Pavlovski Director Elections |
Board | For | Split 10 FOR, 1 WITHHOLD |
FOR 3 funds |
| RUMBLE INC. | June 12, 2025 | Election of Directors: Nancy Armstrong Director Elections |
Board | For | Split 10 FOR, 1 WITHHOLD |
FOR 3 funds |
| SABRE CORP. | April 23, 2025 | To approve our 2025 Omnibus Incentive Compensation Plan. Compensation |
Board | For | Split 14 FOR, 2 AGAINST |
FOR 7 funds |
| SAFEHOLD INC. | May 15, 2025 | Non-binding advisory vote to approve named executive officer compensation ("Say on Pay"). Say-on-Pay |
Board | For | Split 3 FOR, 13 AGAINST |
FOR 7 funds |
| SAIA INC. | April 24, 2025 | Approve on an advisory basis the compensation of Saia's Named Executive Officers. Say-on-Pay |
Board | For | Split 29 FOR, 1 AGAINST |
FOR 15 funds |
| SAMSARA INC. | July 10, 2024 | The approval, on a non-binding advisory basis, of the compensation of Samsara Inc.'s named executive officers. Say-on-Pay |
Board | For | Split 17 FOR, 10 AGAINST |
AGAINST 6 funds |
| SANDRIDGE ENERGY INC. | June 11, 2025 | Election of Directors: Randolph C. Read Director Elections |
Board | For | Split 11 FOR, 1 AGAINST |
FOR 4 funds |
| SAREPTA THERAPEUTICS INC. | June 5, 2025 | APPROVE AN AMENDMENT TO THE COMPANY'S 2018 EQUITY INCENTIVE PLAN (THE "2018 PLAN") TO INCREASE THE MAXIMUM AGGREGATE NUMBER OF SHARES OF COMMON STOCK THAT MAY BE ISSUED PURSUANT TO AWARDS GRANTED UNDER THE 2018 PLAN BY 4,300,000 SHARES TO 17,487,596 SHARES Compensation |
Board | For | Split 18 FOR, 6 AGAINST |
FOR 9 funds |
| SEACOAST BANKING CORPORATION OF FLORIDA | May 19, 2025 | Amendment to the Company's Amended 2021 Incentive Plan to Increase Authorized Shares Compensation |
Board | For | Split 2 FOR, 12 AGAINST |
FOR 7 funds |
| SEACOR MARINE HOLDINGS INC. | June 3, 2025 | Advisory vote to approve Named Executive Officer compensation (Say on Pay) Say-on-Pay |
Board | For | Split 1 FOR, 10 AGAINST |
AGAINST 3 funds |
| SEAGATE TECHNOLOGY HOLDINGS PLC | October 19, 2024 | Election of Directors: Mark W. Adams Director Elections |
Board | For | Split 29 FOR, 1 AGAINST |
AGAINST 11 funds |
| SENTINELONE INC. | June 25, 2025 | Approval, on a non-binding advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | Split 1 FOR, 22 AGAINST |
AGAINST 11 funds |
| SEPTERNA INC. | June 17, 2025 | Election of Directors: Alan Ezekowitz, M.D., D. Phil. Director Elections |
Board | For | Split 1 FOR, 1 WITHHOLD |
WITHHOLD 2 funds |
| SERES THERAPEUTICS INC. | April 10, 2025 | Approval, on an advisory (non-binding) basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | Split 4 FOR, 11 AGAINST |
FOR 4 funds |
| SERVICE CORP.INTL | May 6, 2025 | To approve, by advisory vote, named executive officer compensation. Say-on-Pay |
Board | For | Split 47 FOR, 2 AGAINST |
FOR 14 funds |
| SEZZLE INC. | June 10, 2025 | Election of Directors: Karen Webster Director Elections |
Board | For | Split 15 FOR, 1 WITHHOLD |
FOR 4 funds |
| SHIFT4 PAYMENTS INC. | June 13, 2025 | Approval, on an advisory (non-binding) basis, of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | Split 25 FOR, 2 AGAINST |
FOR 13 funds |
| SHOALS TECHNOLOGIES GROUP INC. | May 1, 2025 | Approval, by an advisory vote, of the compensation of the Company's Named Executive Officers (i.e., "say-on-pay" proposal). Say-on-Pay |
Board | For | Split 14 FOR, 1 AGAINST |
AGAINST 5 funds |
| SILVERBOW RESOURCES INC. | July 29, 2024 | The SilverBow Advisory Compensation Proposal: To approve, on a non-binding, advisory basis, certain compensation that may be paid or become payable to SilverBow's named executive officers that is based on or otherwise relates to the Mergers. Say-on-Pay |
Board | For | Split 12 FOR, 2 AGAINST |
AGAINST 8 funds |
| SILVERCREST ASSET MANAGEMENT GROUP INC. | June 4, 2025 | Approval of executive compensation in an advisory, non-binding vote. Say-on-Pay |
Board | For | Split 1 FOR, 7 AGAINST |
FOR 3 funds |
| SIMON PROPERTY GROUP INC. | May 14, 2025 | Advisory Vote to Approve the Compensation of our Named Executive Officers. Say-on-Pay |
Board | For | Split 46 FOR, 3 AGAINST |
AGAINST 19 funds |
| SIMON PROPERTY GROUP INC. | May 14, 2025 | Approve of the Redomestication of the Company to the State of Indiana by Conversion. Extraordinary Transactions |
Board | For | Split 27 FOR, 17 AGAINST |
FOR 17 funds |
| SITE CENTERS CORP. | May 14, 2025 | Election of Directors: Cynthia Foster Curry Director Elections |
Board | For | Split 15 FOR, 9 AGAINST |
FOR 9 funds |
| SITE CENTERS CORP. | May 14, 2025 | Election of Directors: Dawn M. Sweeney Director Elections |
Board | For | Split 15 FOR, 9 AGAINST |
FOR 9 funds |
| SITE CENTERS CORP. | May 14, 2025 | Election of Directors: Gary N. Boston Director Elections |
Board | For | Split 15 FOR, 9 AGAINST |
FOR 9 funds |
| SITIO ROYALTIES CORP. | May 13, 2025 | Election of Directors: Noam Lockshin Director Elections |
Board | For | Split 12 FOR, 7 WITHHOLD |
FOR 4 funds |
| SKILLZ INC. | December 5, 2024 | Election of Directors: Anthony Cabot Director Elections |
Board | For | Split 7 FOR, 2 AGAINST |
FOR 1 fund |
| SKILLZ INC. | December 5, 2024 | Election of Directors: Casey Chafkin Director Elections |
Board | For | Split 7 FOR, 2 AGAINST |
FOR 1 fund |
| SKYE BIOSCIENCE INC. | June 6, 2025 | Consider and vote upon, on an advisory basis, the compensation of our named executive officers as disclosed in this proxy statement pursuant to the compensation disclosure rules of the Securities and Exchange Commission. Say-on-Pay |
Board | For | Split 8 FOR, 1 AGAINST |
FOR 3 funds |
| SL GREEN REALTY CORP. | June 3, 2025 | Election of Directors: John H. Alschuler Director Elections |
Board | For | Split 14 FOR, 1 AGAINST |
FOR 11 funds |
| SL GREEN REALTY CORP. | June 3, 2025 | Election of Directors: Lauren B. Dillard Director Elections |
Board | For | Split 14 FOR, 1 AGAINST |
AGAINST 11 funds |
| SL GREEN REALTY CORP. | June 3, 2025 | To approve our Sixth Amended and Restated 2005 Stock Option and Incentive Plan. Compensation |
Board | For | Split 14 FOR, 1 AGAINST |
FOR 11 funds |
| SL GREEN REALTY CORP. | June 3, 2025 | To approve, on a non-binding advisory basis, our executive compensation. Say-on-Pay |
Board | For | Split 3 FOR, 14 AGAINST |
AGAINST 12 funds |
| SLEEP NUMBER CORP. | May 28, 2025 | Approve Amendment to the Sleep Number Corporation 2020 Equity Incentive Plan to increase the number of shares reserved for issuance by 500,000 shares Compensation |
Board | For | Split 12 FOR, 1 AGAINST |
FOR 7 funds |
| SMARTSHEET INC. | December 9, 2024 | To approve, on a non-binding advisory basis, the compensation that may be paid or become payable to Smartsheet's named executive officers that is based on or otherwise relates to the Merger. Say-on-Pay |
Board | For | Split 18 FOR, 1 AGAINST |
FOR 9 funds |
| SNOWFLAKE INC. | July 2, 2024 | To approve, on a non-binding advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | Split 44 FOR, 2 AGAINST |
FOR 11 funds |
| SOFI TECHNOLOGIES INC. | May 28, 2025 | Election of Directors: Tom Hutton Director Elections |
Board | For | Split 25 FOR, 1 WITHHOLD |
FOR 10 funds |
| SOFI TECHNOLOGIES INC. | May 28, 2025 | To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | Split 28 FOR, 1 AGAINST |
FOR 11 funds |
| SONIC AUTOMOTIVE INC. | April 23, 2025 | Election of Directors: B. Scott Smith Director Elections |
Board | For | Split 12 FOR, 4 AGAINST |
FOR 7 funds |
| SONIC AUTOMOTIVE INC. | April 23, 2025 | Election of Directors: David Bruton Smith Director Elections |
Board | For | Split 12 FOR, 4 AGAINST |
FOR 7 funds |
| SONIC AUTOMOTIVE INC. | April 23, 2025 | Election of Directors: Jeff Dyke Director Elections |
Board | For | Split 12 FOR, 4 AGAINST |
FOR 7 funds |
| SONIC AUTOMOTIVE INC. | April 23, 2025 | Election of Directors: Keri A. Kaiser Director Elections |
Board | For | Split 5 FOR, 11 AGAINST |
AGAINST 7 funds |
| SONIC AUTOMOTIVE INC. | April 23, 2025 | Election of Directors: Marcus G. Smith Director Elections |
Board | For | Split 12 FOR, 4 AGAINST |
FOR 7 funds |
| SONIC AUTOMOTIVE INC. | April 23, 2025 | Election of Directors: Michael Hodge Director Elections |
Board | For | Split 12 FOR, 4 AGAINST |
FOR 7 funds |
| SONIC AUTOMOTIVE INC. | April 23, 2025 | Election of Directors: R. Eugene Taylor Director Elections |
Board | For | Split 15 FOR, 1 AGAINST |
FOR 7 funds |
| SONIC AUTOMOTIVE INC. | April 23, 2025 | Election of Directors: William I. Belk Director Elections |
Board | For | Split 15 FOR, 1 AGAINST |
FOR 7 funds |
| SONIC AUTOMOTIVE INC. | April 23, 2025 | Election of Directors: William R. Brooks Director Elections |
Board | For | Split 12 FOR, 4 AGAINST |
FOR 7 funds |
| SONOS INC. | March 11, 2025 | Advisory approval of the named executive officer compensation (the say-on-pay vote). Say-on-Pay |
Board | Contested | Split 13 FOR, 1 AGAINST |
AGAINST 8 funds |
| SOUNDTHINKING INC. | June 4, 2025 | Election of Class II Directors: Roberta Jacobson Director Elections |
Board | For | Split 8 FOR, 1 WITHHOLD |
FOR 2 funds |
| SOUTHERN COPPER CORP. | May 23, 2025 | Approve by, non-binding vote, executive compensation. Say-on-Pay |
Board | For | Split 14 FOR, 4 AGAINST |
FOR 5 funds |
| SOUTHERN COPPER CORP. | May 23, 2025 | Election of Directors: Carlos Ruiz Sacristan Director Elections |
Board | For | Split 12 FOR, 2 WITHHOLD |
FOR 4 funds |
| SOUTHERN COPPER CORP. | May 23, 2025 | Election of Directors: German Larrea Mota-Velasco Director Elections |
Board | For | Split 10 FOR, 4 WITHHOLD |
FOR 4 funds |
| SOUTHERN COPPER CORP. | May 23, 2025 | Election of Directors: Leonardo Contreras Lerdo de Tejada Director Elections |
Board | For | Split 8 FOR, 6 WITHHOLD |
WITHHOLD 4 funds |
| SOUTHERN COPPER CORP. | May 23, 2025 | Election of Directors: Luis Miguel Palomino Bonilla Director Elections |
Board | For | Split 12 FOR, 2 WITHHOLD |
FOR 4 funds |
| SOUTHERN COPPER CORP. | May 23, 2025 | Election of Directors: Oscar Gonzalez Rocha Director Elections |
Board | For | Split 10 FOR, 4 WITHHOLD |
WITHHOLD 4 funds |
| SPHERE ENTERTAINMENT CO. | June 4, 2025 | Approval of, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | Split 11 FOR, 1 AGAINST |
AGAINST 6 funds |
| SPRINGWORKS THERAPEUTICS INC | June 26, 2025 | A proposal to approve, on a non-binding, advisory basis, certain compensation that may be paid or become payable to the Company's named executive officers in connection with the Merger. Say-on-Pay |
Board | For | Split 7 FOR, 12 AGAINST |
FOR 5 funds |
| SPROUTS FARMERS MARKET INC. | May 21, 2025 | To vote on a non-binding advisory resolution to approve the compensation paid to our named executive officers for fiscal 2024 ("say-on-pay"). Say-on-Pay |
Board | For | Split 33 FOR, 1 AGAINST |
FOR 13 funds |
| STAAR SURGICAL CO. | June 18, 2025 | Non-binding advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | Split 13 FOR, 2 AGAINST |
FOR 4 funds |
| STEEL DYNAMICS INC. | April 25, 2025 | Election of Directors: Bradley S. Seaman Director Elections |
Board | For | Split 34 FOR, 1 AGAINST |
FOR 14 funds |
| STEEL DYNAMICS INC. | April 25, 2025 | RATIFICATION OF THE APPOINTMENT OF INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM AS AUDITORS. Audit-related |
Board | For | Split 34 FOR, 1 ABSTAIN |
FOR 14 funds |
| STEPSTONE GROUP INC | September 10, 2024 | To approve, for purposes of complying with Nasdaq Listing Rule 5635, the issuance of shares of the Company's Class A common stock pursuant to the terms of the Option Agreement, dated November 2, 2022, between the Company and the other parties thereto. Capital Structure |
Board | For | Split 12 FOR, 13 AGAINST |
AGAINST 7 funds |
| STITCH FIX INC. | December 12, 2024 | Election of Directors: Sharon McCollam Director Elections |
Board | For | Split 1 FOR, 12 WITHHOLD |
WITHHOLD 7 funds |
| STOKE THERAPEUTICS INC. | June 3, 2025 | To approve, on an advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | Split 12 FOR, 10 AGAINST |
FOR 5 funds |
| STONEX GROUP INC. | March 5, 2025 | To approve an amendment to the 2022 Omnibus Incentive Compensation Plan to increase the total number of shares authorized for issuance under the Plan. Compensation |
Board | For | Split 15 FOR, 4 AGAINST |
FOR 8 funds |
| STRYKER CORP. | May 8, 2025 | Election of Ten Directors: Ronda E. Stryker Director Elections |
Board | For | Split 14 FOR, 36 AGAINST |
FOR 14 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.