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 |
|---|---|---|---|---|---|---|
| STURM, RUGER & COMPANY INC. | May 29, 2025 | Election of Directors: Amir P. Rosenthal Director Elections |
Board | For | Split 12 FOR, 2 WITHHOLD |
FOR 7 funds |
| STURM, RUGER & COMPANY INC. | May 29, 2025 | Election of Directors: Rebecca S. Halstead Director Elections |
Board | For | Split 12 FOR, 2 WITHHOLD |
FOR 7 funds |
| STURM, RUGER & COMPANY INC. | May 29, 2025 | Election of Directors: Sandra S. Froman Director Elections |
Board | For | Split 12 FOR, 2 WITHHOLD |
FOR 7 funds |
| STURM, RUGER & COMPANY INC. | May 29, 2025 | Election of Directors: Terrence G. O'Connor Director Elections |
Board | For | Split 12 FOR, 2 WITHHOLD |
FOR 7 funds |
| SUMMIT THERAPEUTICS INC. | June 12, 2025 | Approval, by a non-binding advisory vote, of the compensation of our named executive officers. Say-on-Pay |
Board | For | Split 13 FOR, 16 AGAINST |
FOR 9 funds |
| SUMMIT THERAPEUTICS INC. | June 12, 2025 | ELECTION OF DIRECTORS: Kenneth A. Clark Director Elections |
Board | For | Split 13 FOR, 14 AGAINST |
AGAINST 8 funds |
| SUMMIT THERAPEUTICS INC. | June 12, 2025 | ELECTION OF DIRECTORS: Mostafa Ronaghi Director Elections |
Board | For | Split 13 FOR, 14 AGAINST |
FOR 8 funds |
| SUN COMMUNITIES INC. | May 13, 2025 | To approve an amendment to our 2015 Equity Incentive Plan to extend the term of the plan to December 31, 2035. Compensation |
Board | For | Split 59 FOR, 1 AGAINST |
FOR 13 funds |
| SUN COMMUNITIES INC. | May 13, 2025 | To approve, by a non-binding advisory vote, executive compensation. Say-on-Pay |
Board | For | Split 62 FOR, 5 AGAINST |
FOR 15 funds |
| SUN COMMUNITIES INC. | May 13, 2025 | To ratify the selection of Grant Thornton LLP as our independent registered public accounting firm for the fiscal year ending December 31, 2025. Audit-related |
Board | For | Split 59 FOR, 1 AGAINST |
FOR 13 funds |
| SUPER MICRO COMPUTER INC. | June 4, 2025 | To approve the further amendment and restatement of the Super Micro Computer, Inc. 2020 Equity and Incentive Compensation Plan. Compensation |
Board | For | Split 18 FOR, 11 AGAINST |
FOR 13 funds |
| SURGERY PARTNERS INC. | June 6, 2025 | Approval, on an advisory basis, of the compensation paid by the Company to its named executive officers. Say-on-Pay |
Board | For | Split 24 FOR, 12 AGAINST |
FOR 8 funds |
| SURGERY PARTNERS INC. | June 6, 2025 | Election of Class I Directors: Teresa DeLuca, M.D. Director Elections |
Board | For | Split 31 FOR, 1 WITHHOLD |
FOR 7 funds |
| TABOOLA.COM LTD. | June 4, 2025 | Election of Class I Director: Erez Shachar Director Elections |
Board | For | Split 3 FOR, 1 AGAINST |
FOR 2 funds |
| TANDEM DIABETES CARE INC. | May 21, 2025 | To approve, on a non-binding, advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | Split 23 FOR, 1 AGAINST |
FOR 6 funds |
| TECHNIPFMC PLC | April 25, 2025 | Prospective Directors' Remuneration Policy: To approve the Company's prospective directors' remuneration policy for the three years ending December 31, 2027, in the form presented in the Company's directors' remuneration report for the year ended December 31, 2024 of the Company's U.K. Annual Report and Accounts, such policy to take effect immediately after the conclusion of the 2025 Annual General Meeting of Shareholders Say-on-Pay |
Board | For | Split 46 FOR, 1 AGAINST |
AGAINST 15 funds |
| TECHTARGET INC. | November 26, 2024 | Adopt the proposed TechTarget, Inc. 2024 Incentive Plan. Compensation |
Board | For | Split 14 FOR, 9 AGAINST |
FOR 4 funds |
| TELEFLEX INC. | May 9, 2025 | Approval, on an advisory basis, of named executive officer compensation. Say-on-Pay |
Board | For | Split 19 FOR, 4 AGAINST |
FOR 17 funds |
| TELEFLEX INC. | May 9, 2025 | Election of Directors: Andrew A. Krakauer Director Elections |
Board | For | Split 19 FOR, 2 AGAINST |
FOR 15 funds |
| TELEFLEX INC. | May 9, 2025 | Election of Directors: Jaewon Ryu Director Elections |
Board | For | Split 19 FOR, 2 AGAINST |
FOR 15 funds |
| TELEFLEX INC. | May 9, 2025 | Election of Directors: Stuart A. Randle Director Elections |
Board | For | Split 19 FOR, 2 AGAINST |
FOR 15 funds |
| TERADATA CORP. | May 15, 2025 | Approval of the Teradata 2023 Stock Incentive Plan, as Amended and Restated. Compensation |
Board | For | Split 17 FOR, 9 AGAINST |
FOR 9 funds |
| TERAWULF INC. | May 5, 2025 | The approval, on a non-binding, advisory basis, of the compensation of our named executive officers ("Say-on-Pay"). Say-on-Pay |
Board | For | Split 1 FOR, 15 AGAINST |
AGAINST 5 funds |
| TFS FINANCIAL CORP. | February 20, 2025 | Election of Directors: JOHN P. RINGENBACH Director Elections |
Board | For | Split 16 FOR, 1 AGAINST |
AGAINST 5 funds |
| TFS FINANCIAL CORP. | February 20, 2025 | Election of Directors: MARTIN J. COHEN Director Elections |
Board | For | Split 16 FOR, 1 AGAINST |
FOR 5 funds |
| TFS FINANCIAL CORP. | February 20, 2025 | Election of Directors: ROBERT A. FIALA Director Elections |
Board | For | Split 15 FOR, 2 AGAINST |
AGAINST 5 funds |
| TG THERAPEUTICS INC. | June 12, 2025 | An advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | Split 10 FOR, 13 AGAINST |
AGAINST 6 funds |
| THE TIMKEN COMPANY | May 2, 2025 | Approval, on an advisory basis, of our named executive officer compensation. Say-on-Pay |
Board | For | Split 36 FOR, 1 AGAINST |
FOR 13 funds |
| THE WESTERN UNION COMPANY | May 15, 2025 | Advisory Vote to Approve Executive Compensation Say-on-Pay |
Board | For | Split 22 FOR, 1 AGAINST |
AGAINST 12 funds |
| THERMO FISHER SCIENTIFIC | May 21, 2025 | An advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | Split 83 FOR, 1 AGAINST |
AGAINST 18 funds |
| THERMO FISHER SCIENTIFIC INC. | May 21, 2025 | Election of Directors: Dion J. Weisler Director Elections |
Board | For | Split 78 FOR, 1 AGAINST |
FOR 15 funds |
| TPG INC. | June 5, 2025 | Election of Directors: Anilu Vazquez-Ubarri Director Elections |
Board | For | Split 21 FOR, 2 WITHHOLD |
FOR 9 funds |
| TPG INC. | June 5, 2025 | Election of Directors: David Trujillo Director Elections |
Board | For | Split 21 FOR, 2 WITHHOLD |
FOR 9 funds |
| TPG INC. | June 5, 2025 | Election of Directors: Deborah Messemer Director Elections |
Board | For | Split 21 FOR, 2 WITHHOLD |
FOR 9 funds |
| TPG INC. | June 5, 2025 | Election of Directors: Gunther Bright Director Elections |
Board | For | Split 21 FOR, 2 WITHHOLD |
FOR 9 funds |
| TPG INC. | June 5, 2025 | Election of Directors: James Coulter Director Elections |
Board | For | Split 21 FOR, 2 WITHHOLD |
FOR 9 funds |
| TPG INC. | June 5, 2025 | Election of Directors: Jon Winkelried Director Elections |
Board | For | Split 22 FOR, 1 WITHHOLD |
FOR 9 funds |
| TPG INC. | June 5, 2025 | Election of Directors: Kathy Elsesser Director Elections |
Board | For | Split 21 FOR, 2 WITHHOLD |
FOR 9 funds |
| TPG INC. | June 5, 2025 | Election of Directors: Kelvin Davis Director Elections |
Board | For | Split 21 FOR, 2 WITHHOLD |
FOR 9 funds |
| TPG INC. | June 5, 2025 | Election of Directors: Nehal Raj Director Elections |
Board | For | Split 21 FOR, 2 WITHHOLD |
FOR 9 funds |
| TPG INC. | June 5, 2025 | Election of Directors: Todd Sisitsky Director Elections |
Board | For | Split 21 FOR, 2 WITHHOLD |
FOR 9 funds |
| TPG INC. | June 5, 2025 | Election of Executive Committee Members: Anilu Vazquez-Ubarri Director Elections |
Board | For | Split 21 FOR, 2 WITHHOLD |
FOR 9 funds |
| TPG INC. | June 5, 2025 | Election of Executive Committee Members: David Trujillo Director Elections |
Board | For | Split 21 FOR, 2 WITHHOLD |
FOR 9 funds |
| TPG INC. | June 5, 2025 | Election of Executive Committee Members: Ganendran Sarvananthan Director Elections |
Board | For | Split 1 FOR, 22 WITHHOLD |
WITHHOLD 9 funds |
| TPG INC. | June 5, 2025 | Election of Executive Committee Members: James Coulter Director Elections |
Board | For | Split 21 FOR, 2 WITHHOLD |
FOR 9 funds |
| TPG INC. | June 5, 2025 | Election of Executive Committee Members: Jeffrey Rhodes Director Elections |
Board | For | Split 1 FOR, 22 WITHHOLD |
WITHHOLD 9 funds |
| TPG INC. | June 5, 2025 | Election of Executive Committee Members: Jon Winkelried Director Elections |
Board | For | Split 22 FOR, 1 WITHHOLD |
FOR 9 funds |
| TPG INC. | June 5, 2025 | Election of Executive Committee Members: Kelvin Davis Director Elections |
Board | For | Split 21 FOR, 2 WITHHOLD |
FOR 9 funds |
| TPG INC. | June 5, 2025 | Election of Executive Committee Members: Nehal Raj Director Elections |
Board | For | Split 21 FOR, 2 WITHHOLD |
FOR 9 funds |
| TPG INC. | June 5, 2025 | Election of Executive Committee Members: Todd Sisitsky Director Elections |
Board | For | Split 21 FOR, 2 WITHHOLD |
FOR 9 funds |
| TRADEWEB MARKETS INC. | May 20, 2025 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | Split 43 FOR, 2 AGAINST |
FOR 15 funds |
| TRONOX HOLDINGS PLC | May 7, 2025 | Election of Directors: Fawaz Al-Fawaz Director Elections |
Board | For | Split 1 FOR, 25 AGAINST |
AGAINST 7 funds |
| TUTOR PERINI CORP. | May 15, 2025 | Approve the compensation of the Company's named executive officers on an advisory (non-binding) basis. Say-on-Pay |
Board | For | Split 10 FOR, 3 AGAINST |
AGAINST 8 funds |
| TYSON FOODS INC. | February 6, 2025 | Election of Directors: Barbara A. Tyson Director Elections |
Board | For | Split 33 FOR, 1 AGAINST |
FOR 13 funds |
| TYSON FOODS INC. | February 6, 2025 | Election of Directors: Cheryl S. Miller Director Elections |
Board | For | Split 1 FOR, 33 AGAINST |
FOR 13 funds |
| TYSON FOODS INC. | February 6, 2025 | Election of Directors: Jeffrey K. Schomburger Director Elections |
Board | For | Split 16 FOR, 18 AGAINST |
FOR 13 funds |
| TYSON FOODS INC. | February 6, 2025 | Election of Directors: John H. Tyson Director Elections |
Board | For | Split 33 FOR, 1 AGAINST |
FOR 13 funds |
| TYSON FOODS INC. | February 6, 2025 | Election of Directors: Kate B. Quinn Director Elections |
Board | For | Split 33 FOR, 1 AGAINST |
FOR 13 funds |
| TYSON FOODS INC. | February 6, 2025 | Election of Directors: Les R. Baledge Director Elections |
Board | For | Split 16 FOR, 18 AGAINST |
FOR 13 funds |
| TYSON FOODS INC. | February 6, 2025 | Election of Directors: Maria Claudia Borras Director Elections |
Board | For | Split 16 FOR, 18 AGAINST |
FOR 13 funds |
| TYSON FOODS INC. | February 6, 2025 | Election of Directors: Mike Beebe Director Elections |
Board | For | Split 33 FOR, 1 AGAINST |
FOR 13 funds |
| The Western Union Company | May 15, 2025 | Election of directors: Michael A. Miles, Jr. Director Elections |
Board | For | Split 21 FOR, 1 AGAINST |
FOR 11 funds |
| UDR INC. | May 15, 2025 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | Split 30 FOR, 2 AGAINST |
FOR 18 funds |
| ULTRA CLEAN HOLDINGS INC. | May 21, 2025 | Approval, by an advisory vote, of the compensation of Ultra Clean Holdings, Inc.'s named executive officers for fiscal 2024 as disclosed in our proxy statement for the 2025 Annual Meeting of Stockholders. Say-on-Pay |
Board | For | Split 19 FOR, 1 AGAINST |
FOR 8 funds |
| ULTRA CLEAN HOLDINGS INC. | May 21, 2025 | Election of Directors: David T. ibnAle Director Elections |
Board | For | Split 17 FOR, 1 AGAINST |
FOR 7 funds |
| ULTRA CLEAN HOLDINGS INC. | May 21, 2025 | Election of Directors: Ernest E. Maddock Director Elections |
Board | For | Split 17 FOR, 1 AGAINST |
FOR 7 funds |
| ULTRA CLEAN HOLDINGS INC. | May 21, 2025 | Election of Directors: Thomas T. Edman Director Elections |
Board | For | Split 17 FOR, 1 AGAINST |
FOR 7 funds |
| ULTRAGENYX PHARMACEUTICAL INC. | May 15, 2025 | Approval of the Second Amended and Restated 2023 Incentive Plan. Compensation |
Board | For | Split 16 FOR, 1 AGAINST |
FOR 7 funds |
| UNIQURE N.V. | June 11, 2025 | Resolution to adopt the Amendment and Restatement of the 2014 Share Incentive Plan. Compensation |
Board | For | Split 9 FOR, 3 AGAINST |
FOR 3 funds |
| UNITED AIRLINES HOLDINGS INC. | May 21, 2025 | A vote to approve, on a nonbinding advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | Split 37 FOR, 1 AGAINST |
FOR 15 funds |
| UNITED NATURAL FOODS INC. | December 17, 2024 | To approve the Fourth Amended and Restated 2020 Equity Incentive Plan. Compensation |
Board | For | Split 11 FOR, 1 AGAINST |
FOR 7 funds |
| UNITED PARKS & RESORTS INC. | June 13, 2025 | Approval of the United Parks & Resorts Inc., 2025 Omnibus Incentive Plan. Compensation |
Board | For | Split 12 FOR, 1 AGAINST |
AGAINST 7 funds |
| UNITED PARKS & RESORTS INC. | June 13, 2025 | Approval of the director compensation limit set forth in the United Parks & Resorts Inc. 2025 Omnibus Incentive Plan. Compensation |
Board | For | Split 12 FOR, 1 AGAINST |
AGAINST 7 funds |
| UNITED PARKS & RESORTS INC. | June 13, 2025 | To elect the ten director nominees: James Chambers Director Elections |
Board | For | Split 1 FOR, 12 AGAINST |
FOR 7 funds |
| UNITED RENTALS INC. | May 8, 2025 | Advisory Approval of Executive Compensation Say-on-Pay |
Board | For | Split 51 FOR, 1 AGAINST |
FOR 16 funds |
| UNITED STATES LIME & MINERALS INC. | May 2, 2025 | To approve on a non-binding advisory basis, the Company's executive compensation. Say-on-Pay |
Board | For | Split 19 FOR, 1 AGAINST |
FOR 6 funds |
| UNITEDHEALTH GROUP INC. | June 2, 2025 | Advisory approval of the Company's executive compensation. Say-on-Pay |
Board | For | Split 106 FOR, 5 AGAINST |
FOR 19 funds |
| UNITY SOFTWARE INC. | June 11, 2025 | To approve, on an advisory basis, the compensation of the Company's named executive officers, as disclosed in the accompanying proxy statement. Say-on-Pay |
Board | For | Split 2 FOR, 18 AGAINST |
AGAINST 14 funds |
| UNIVERSAL DISPLAY CORP. | June 18, 2025 | Advisory resolution to approve the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | Split 28 FOR, 1 AGAINST |
FOR 15 funds |
| UNIVERSAL STAINLESS & ALLOY PRODS. INC. | January 15, 2025 | To approve, on an advisory (non-binding) basis, the compensation that may be paid or become payable to Universal'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 12 FOR, 1 AGAINST |
FOR 3 funds |
| UWM HOLDINGS CORP. | June 4, 2025 | To approve, on an advisory basis, the compensation of our named executive officers Say-on-Pay |
Board | For | Split 14 FOR, 17 AGAINST |
AGAINST 7 funds |
| V.F. CORP. | July 23, 2024 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | Split 29 FOR, 1 AGAINST |
FOR 14 funds |
| V.F. CORP. | July 23, 2024 | Vote to approve the amendment and restatement of the 1996 Stock Compensation Plan. Compensation |
Board | For | Split 25 FOR, 1 AGAINST |
FOR 12 funds |
| V2X INC. | May 8, 2025 | Approval of a Third Amendment and Restatement of the V2X, Inc. 2014 Omnibus Incentive Plan. Compensation |
Board | For | Split 12 FOR, 12 AGAINST |
FOR 5 funds |
| V2X INC. | May 8, 2025 | Election of Four Class II Directors: Joel M. Rotroff Director Elections |
Board | For | Split 12 FOR, 12 AGAINST |
FOR 5 funds |
| V2X INC. | May 8, 2025 | Election of Four Class II Directors: Neil D. Snyder Director Elections |
Board | For | Split 12 FOR, 12 AGAINST |
FOR 5 funds |
| VAIL RESORTS INC. | December 5, 2024 | Advisory vote to approve executive compensation. Say-on-Pay |
Board | For | Split 27 FOR, 1 AGAINST |
FOR 15 funds |
| VALARIS LIMITED | June 12, 2025 | To approve on a non-binding advisory basis the compensation of our named executive officers. Say-on-Pay |
Board | For | Split 18 FOR, 4 AGAINST |
FOR 9 funds |
| VALARIS LIMITED | June 12, 2025 | To approve the appointment of KPMG LLP as our independent registered public accounting firm until the close of the next Annual General Meeting of Shareholders and to authorize the Board, acting by its Audit Committee, to set KPMG LLP's remuneration. Audit-related |
Board | For | Split 17 FOR, 1 AGAINST |
FOR 8 funds |
| VAXCYTE INC. | June 12, 2025 | Approval, on a non-binding, advisory basis, of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | Split 58 FOR, 1 AGAINST |
AGAINST 10 funds |
| VENTAS INC. | May 13, 2025 | Approval, on an advisory basis, of the compensation of named executive officers of Ventas, Inc. Say-on-Pay |
Board | For | Split 68 FOR, 2 AGAINST |
FOR 17 funds |
| VENTURE GLOBAL INC. | May 21, 2025 | Advisory vote on executive compensation. Say-on-Pay |
Board | For | Split 3 FOR, 2 AGAINST |
AGAINST 5 funds |
| VIATRIS INC. | December 6, 2024 | Approval of, on a non-binding advisory basis, the 2023 compensation of the named executive officers of the Company. Say-on-Pay |
Board | For | Split 17 FOR, 10 AGAINST |
AGAINST 16 funds |
| VICTORIA'S SECRET & CO. | June 18, 2025 | To elect ten directors to serve until the 2026 annual meeting of stockholders: Anne Sheehan Director Elections |
Board | For | Split 12 FOR, 1 AGAINST |
FOR 8 funds |
| VIKING THERAPEUTICS INC | May 20, 2025 | TO APPROVE, ON AN ADVISORY BASIS, THE COMPENSATION OF OUR NAMED EXECUTIVE OFFICERS. Say-on-Pay |
Board | For | Split 32 FOR, 16 AGAINST |
AGAINST 9 funds |
| VIPER ENERGY INC. | May 20, 2025 | Election of Directors: Frank C. Hu Director Elections |
Board | For | Split 19 FOR, 1 AGAINST |
FOR 6 funds |
| VIPER ENERGY INC. | May 20, 2025 | Election of Directors: Laurie H. Argo Director Elections |
Board | For | Split 19 FOR, 1 AGAINST |
FOR 6 funds |
| VIPER ENERGY INC. | May 20, 2025 | Election of Directors: Spencer D. Armour Director Elections |
Board | For | Split 19 FOR, 1 AGAINST |
FOR 6 funds |
| VIPER ENERGY INC. | May 20, 2025 | Election of Directors: W. Wesley Perry Director Elections |
Board | For | Split 19 FOR, 1 AGAINST |
FOR 6 funds |
| VIPER ENERGY INC. | May 20, 2025 | The approval, on an advisory basis, of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | Split 20 FOR, 2 AGAINST |
FOR 7 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.