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
1,407 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 |
|---|---|---|---|---|---|---|
| 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 |
| 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 |
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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.