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
1,716 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 |
|---|---|---|---|---|---|---|
| HCA HEALTHCARE INC. | April 24, 2025 | Election of Directors: Hugh F. Johnston Director Elections |
Board | For | FOR 27 funds |
AGAINST 14 funds |
| HEICO CORP. | March 14, 2025 | ELECTION OF HEICO'S BOARD OF DIRECTORS FOR THE ENSUING YEAR: Mark H. Hildebrandt Director Elections |
Board | For | FOR 31 funds |
AGAINST 11 funds |
| HERCULES CAPITAL INC. | August 15, 2024 | Advisory vote to approve the Company's named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| HERITAGE INSURANCE HOLDINGS INC. | June 10, 2025 | Approve an amendment to the Company's 2023 Omnibus Incentive Plan to increase the number of authorized shares by 1,800,000 shares Compensation |
Board | For | FOR 9 funds |
AGAINST 2 funds |
| HYATT HOTELS CORP. | May 21, 2025 | Elect Cary D. McMillan Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 12 funds |
| IBOTTA INC. | May 28, 2025 | Election of Directors: Amanda Baldwin Director Elections |
Board | For | FOR 7 funds |
AGAINST 4 funds |
| IBOTTA INC. | May 28, 2025 | Election of Directors: Thomas D. Lehrman Director Elections |
Board | For | FOR 7 funds |
AGAINST 4 funds |
| IDENTIV INC. | June 10, 2025 | To approve the compensation of the Company's named executive officers, on a non-binding advisory basis; and Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 2 funds |
| ILLUMINA INC. | May 21, 2025 | Election of Directors: Robert S. Epstein, M.D. Director Elections |
Board | For | FOR 27 funds |
AGAINST 11 funds |
| IMMUNOME INC. | June 10, 2025 | To elect the two nominees named in this Proxy Statement to serve as Class II directors, to hold office until the 2028 Annual Meeting of Stockholders and such time as their successors are duly elected and qualified, or until their earlier death, resignation or removal: Isaac Barchas Director Elections |
Board | For | WITHHOLD 17 funds |
FOR 4 funds |
| INGLES MARKETS INC. | March 3, 2025 | Elect Ernest E. Ferguson Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 7 funds |
| INNOVATIVE INDUSTRIAL PROPERTIES INC. | June 11, 2025 | Approval on a non-binding advisory basis of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 12 funds |
| INNOVIVA INC. | May 19, 2025 | Elect five directors to serve until the 2026 Annual Meeting of Stockholders: Mark A. DiPaolo, Esq. Director Elections |
Board | For | FOR 16 funds |
AGAINST 7 funds |
| INOGEN INC. | May 14, 2025 | To approve the Inogen, Inc. Amended and Restated 2023 Equity Incentive Plan. Compensation |
Board | For | FOR 11 funds |
AGAINST 2 funds |
| INSEEGO CORP. | September 23, 2024 | Approve an amendment of the Inseego Corp. 2018 Omnibus Incentive Compensation Plan to increase the number of shares issuable under the plan by 2,500,000 shares; Compensation |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| INSIGHT EN | May 13, 2025 | Election of Directors: Catherine Courage Director Elections |
Board | Not determined | FOR 34 funds |
AGAINST 10 funds |
| INTELLIA THERAPEUTICS INC. | June 11, 2025 | Approval of the Intellia Therapeutics, Inc. 2025 Equity Incentive Plan. Compensation |
Board | For | FOR 17 funds |
AGAINST 3 funds |
| INTUITIVE SURGICAL INC. | May 1, 2025 | The amendment and restatement of the Amended and Restated 2010 Incentive Award Plan. Compensation |
Board | For | FOR 59 funds |
AGAINST 15 funds |
| IOVANCE BIOTHERAPEUTICS INC. | June 10, 2025 | To elect seven directors to serve until the 2026 Annual Meeting of Stockholders: Athena Countouriotis, M.D. Director Elections |
Board | For | AGAINST 15 funds |
FOR 3 funds |
| IROBOT CORP. | May 16, 2025 | Approve an amendment to the iRobot Corporation 2018 Stock Option and Incentive Plan, as amended (the "2018 Plan"), to increase the maximum number of shares reserved for issuance under the 2018 Plan. Compensation |
Board | For | FOR 11 funds |
AGAINST 7 funds |
| ISPIRE TECHNOLOGY INC. | June 24, 2025 | Election of Directors: Brent Cox Director Elections |
Board | For | FOR 7 funds |
AGAINST 1 fund |
| ISPIRE TECHNOLOGY INC. | June 24, 2025 | Election of Directors: Christopher Robert Burch Director Elections |
Board | For | FOR 7 funds |
AGAINST 1 fund |
| ISPIRE TECHNOLOGY INC. | June 24, 2025 | Election of Directors: John Fargis Director Elections |
Board | For | FOR 7 funds |
AGAINST 1 fund |
| ISPIRE TECHNOLOGY INC. | June 24, 2025 | Election of Directors: Tuanfang Liu Director Elections |
Board | For | FOR 7 funds |
AGAINST 1 fund |
| IVANHOE ELECTRIC INC. | June 5, 2025 | Election of Directors: Sofia Bianchi Director Elections |
Board | For | FOR 17 funds |
AGAINST 4 funds |
| JAMES RIVER GROUP HOLDINGS LTD. | October 24, 2024 | Election of Directors: Dennis J. Langwell Director Elections |
Board | For | FOR 11 funds |
AGAINST 7 funds |
| JAMES RIVER GROUP HOLDINGS LTD. | October 24, 2024 | Election of Directors: Ollie L. Sherman, Jr. Director Elections |
Board | For | FOR 11 funds |
AGAINST 7 funds |
| JAMES RIVER GROUP HOLDINGS LTD. | October 24, 2024 | Election of Directors: Peter B. Migliorato Director Elections |
Board | For | FOR 11 funds |
AGAINST 7 funds |
| JAMES RIVER GROUP HOLDINGS LTD. | October 24, 2024 | Election of Directors: Thomas L. Brown Director Elections |
Board | For | FOR 11 funds |
AGAINST 7 funds |
| JBG SMITH PROPERTIES | April 24, 2025 | To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers as disclosed in the Company's Proxy Statement ("Say-on-Pay"). Say-on-Pay |
Board | For | FOR 14 funds |
AGAINST 10 funds |
| JOHN B. SANFILIPPO & SON INC. | October 30, 2024 | Election of Directors: Mercedes Romero Director Elections |
Board | For | FOR 18 funds |
WITHHOLD 7 funds |
| KEYCORP | May 15, 2025 | Advisory approval of executive compensation. Say-on-Pay |
Board | For | FOR 48 funds |
AGAINST 16 funds |
| KEZAR LIFE SCIENCES INC. | June 17, 2025 | Election of Directors: Courtney Wallace Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 1 fund |
| LAKELAND FINANCIAL CORP. | April 8, 2025 | ELECTION OF DIRECTORS: Bradley J. Toothaker Director Elections |
Board | For | FOR 16 funds |
WITHHOLD 8 funds |
| LANTRONIX INC. | November 5, 2024 | To approve an amendment to our 2020 Performance Incentive Plan to increase the number of shares of common stock reserved for issuance under the plan by 1,800,000 shares. Compensation |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| LARIMAR THERAPEUTICS INC. | May 13, 2025 | Election of Class II Director for a Three-Year Term Expiring in 2028: Thomas E. Hamilton Director Elections |
Board | For | FOR 11 funds |
WITHHOLD 1 fund |
| LCI INDUSTRIES | May 15, 2025 | To approve, in a non-binding advisory vote, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 22 funds |
AGAINST 8 funds |
| LEGACY HOUSING CORP. | December 4, 2024 | Election of Directors: Curtis D. Hodgson Director Elections |
Board | For | FOR 12 funds |
AGAINST 4 funds |
| LENNAR CORP. | April 9, 2025 | Approval, on an advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 31 funds |
AGAINST 14 funds |
| LENNAR CORP. | April 9, 2025 | Elect 10 directors to serve until the 2026 Annual Meeting of Stockholders: Amy Banse Director Elections |
Board | For | FOR 29 funds |
AGAINST 13 funds |
| LENNAR CORP. | April 9, 2025 | Elect 10 directors to serve until the 2026 Annual Meeting of Stockholders: Teri P. McClure Director Elections |
Board | For | FOR 29 funds |
AGAINST 13 funds |
| LENNAR CORP. | April 9, 2025 | Elect 10 directors to serve until the 2026 Annual Meeting of Stockholders: Theron (Tig) Gilliam Director Elections |
Board | For | FOR 29 funds |
AGAINST 13 funds |
| LENNAR CORP. | April 9, 2025 | Election of Director to serve until the 2026 Annual Meeting of Stockholders: Sherrill W. Hudson Director Elections |
Board | For | FOR 1 fund |
AGAINST 13 funds |
| LIFE360 INC. | May 27, 2025 | Election of three Class III directors named in the proxy statement (each for a term of three years): Chris Hulls Director Elections |
Board | For | FOR 15 funds |
WITHHOLD 2 funds |
| LIFETIME BRANDS INC. | June 18, 2025 | ELECTION OF DIRECTORS: Craig Phillips Director Elections |
Board | For | FOR 7 funds |
AGAINST 2 funds |
| LIFETIME BRANDS INC. | June 18, 2025 | ELECTION OF DIRECTORS: Michael Schnabel Director Elections |
Board | For | FOR 7 funds |
AGAINST 2 funds |
| LIGHTPATH TECHNOLOGIES INC. | November 20, 2024 | To approve the election of the Class II Directors. The nominees are: M. Scott Faris Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| LINDE PLC | July 30, 2024 | Election of Directors: Dr. Victoria Ossadnik Director Elections |
Board | For | FOR 107 funds |
AGAINST 14 funds |
| LIONS GATE ENTERTAINMENT CORP. | April 23, 2025 | Election of Directors: Hardwick Simmons Director Elections |
Board | For | FOR 13 funds |
WITHHOLD 7 funds |
| LIONS GATE ENTERTAINMENT CORP. | April 23, 2025 | Election of Directors: Yvette Ostolaza Director Elections |
Board | For | FOR 13 funds |
WITHHOLD 7 funds |
| LL FLOORING HOLDINGS INC. | July 10, 2024 | Company Nominees: Nancy M. Taylor Director Elections |
Board | Contested | FOR 1 fund |
WITHHOLD 1 fund |
| LSB INDUSTRIES INC. | May 15, 2025 | Election of Directors: Jonathan S. Bobb Director Elections |
Board | For | FOR 12 funds |
AGAINST 7 funds |
| MACY'S INC. | May 16, 2025 | Election of directors: Marie Chandoha Director Elections |
Board | For | FOR 28 funds |
AGAINST 8 funds |
| MAMMOTH ENERGY SERVICES INC. | June 11, 2025 | Election of Directors: Paul Jacobi Director Elections |
Board | For | FOR 7 funds |
AGAINST 2 funds |
| MANITEX INTERNATIONAL INC. | December 20, 2024 | A proposal to approve, by a non-binding advisory vote, certain compensation arrangements for the Company's named executive officers in connection with the Merger. Say-on-Pay |
Board | For | FOR 4 funds |
AGAINST 2 funds |
| MASIMO CORP. | September 19, 2024 | An advisory vote to approve the compensation of the Company's named executive officers. Say-on-Pay |
Board | Contested | AGAINST 32 funds |
FOR 14 funds |
| MASTECH DIGITAL INC. | May 14, 2025 | The election of two (2) persons as Class II Directors: Ashok Trivedi Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 1 fund |
| MASTECH DIGITAL INC. | May 14, 2025 | The election of two (2) persons as Class II Directors: Nirav Patel Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 1 fund |
| MASTECH DIGITAL INC. | May 14, 2025 | Vote to approve the amendment to the Company's Stock Incentive Plan, as amended and restated (the "Plan"), to increase the number of shares of common stock that may be issued pursuant to the Plan by 800,000 shares, to a total of 6,200,000 shares. Compensation |
Board | For | AGAINST 3 funds |
FOR 1 fund |
| MATTERPORT INC. | July 26, 2024 | To approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to Matterport's named executive officers that is based on or otherwise relates to the transactions contemplated by the Merger Agreement (the "Transaction Related Compensation Proposal"). Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 5 funds |
| MERCADOLIBRE | June 17, 2025 | To approve the redomestication of MercadoLibre, Inc. from Delaware to Texas by conversion. Capital Structure |
Board | Not determined | AGAINST 1 fund |
ABSTAIN 1 fund |
| MERIDIANLINK INC. | June 5, 2025 | Election of Class I Directors: A.J. Rohde Director Elections |
Board | For | FOR 13 funds |
WITHHOLD 4 funds |
| METROCITY BANKSHARES INC. | May 22, 2025 | Election of Directors: John Paek Director Elections |
Board | For | FOR 9 funds |
AGAINST 4 funds |
| MICROSOFT CORP. | December 10, 2024 | Election of Directors: Hugh F. Johnston Director Elections |
Board | For | FOR 136 funds |
AGAINST 15 funds |
| MICROVAST HOLDINGS INC. | October 18, 2024 | Election of Directors: Isida Tushe Director Elections |
Board | For | FOR 8 funds |
AGAINST 2 funds |
| MILLER INDUSTRIES INC. | May 23, 2025 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 19 funds |
FOR 8 funds |
| MOBILEYE GLOBAL INC. | June 12, 2025 | Election of Directors: Christoph Schell Director Elections |
Board | For | FOR 10 funds |
WITHHOLD 3 funds |
| MOELIS & CO. | June 5, 2025 | Election Of Directors: Louise Mirrer Director Elections |
Board | For | FOR 13 funds |
AGAINST 9 funds |
| MOLECULIN BIOTECH INC. | October 24, 2024 | To approve the Moleculin Biotech, Inc. 2024 Equity Incentive Plan. Compensation |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| MONDELEZ INTERNATIONAL INC. | May 21, 2025 | To elect as directors the 10 director nominees named in the Proxy Statement: Nancy McKinstry Director Elections |
Board | For | FOR 49 funds |
AGAINST 12 funds |
| MONGODB INC. | June 30, 2025 | Elect Peter Thomas Killalea Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 8 funds |
| MUELLER INDUSTRIES INC. | May 8, 2025 | Elect Elizabeth Donovan Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 11 funds |
| MULLEN AUTOMOTIVE INC. | July 9, 2024 | To approve, for purposes of complying with Nasdaq Listing Rule 5635(d), the potential issuance and sale of shares of common stock pursuant to a Common Stock Purchase Agreement with an equity line investor in excess of the 19.99% share cap contained therein; and Capital Structure |
Board | For | AGAINST 4 funds |
FOR 1 fund |
| MULLEN AUTOMOTIVE INC. | September 9, 2024 | To approve an amendment to the Company's 2022 Equity Incentive Stock Plan to increase the number of shares of common stock authorized for issuance by an additional 11,000,000 shares; and Compensation |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| NETGEAR INC. | May 29, 2025 | Proposal to approve the NETGEAR, Inc. 2025 Equity Incentive Plan. Compensation |
Board | For | FOR 13 funds |
AGAINST 7 funds |
| NETGEAR INC. | May 29, 2025 | Proposal to approve, on a non-binding advisory basis, a resolution approving the compensation of our Named Executive Officers in the Proxy Statement. Say-on-Pay |
Board | For | FOR 14 funds |
AGAINST 8 funds |
| NETSCOUT SYSTEMS INC. | September 12, 2024 | To approve the NetScout Systems, Inc. 2019 Equity Incentive Plan, as amended. Compensation |
Board | For | FOR 16 funds |
AGAINST 7 funds |
| NIAGEN BIOSCIENCE INC. | June 24, 2025 | Election of Directors: Steven Rubin Director Elections |
Board | For | FOR 13 funds |
WITHHOLD 2 funds |
| NL INDUSTRIES INC. | May 15, 2025 | Director Nominees: Cecil H. Moore, Jr. Director Elections |
Board | For | FOR 6 funds |
WITHHOLD 2 funds |
| NORTHROP GRUMMAN CORP. | May 21, 2025 | Election of Directors: James S. Turley Director Elections |
Board | For | AGAINST 1 fund |
FOR 12 funds |
| NORWOOD FINANCIAL CORP. | April 22, 2025 | Election of Directors: Ralph A. Matergia Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 2 funds |
| NUCOR CORP. | May 8, 2025 | Elect Laurette T. Koellner Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 13 funds |
| NUVALENT INC. | June 18, 2025 | To approve, on an advisory basis, the compensation paid to our named executive officers. Say-on-Pay |
Board | For | FOR 50 funds |
AGAINST 7 funds |
| NUVECTIS PHARMA INC. | June 12, 2025 | Election of Director: James F. Oliviero Director Elections |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| NVIDIA CORP. | June 25, 2025 | Election of Directors: Aarti Shah Director Elections |
Board | For | FOR 128 funds |
AGAINST 16 funds |
| NVR INC. | May 6, 2025 | Election of Directors: Alfred E. Festa Director Elections |
Board | For | FOR 29 funds |
AGAINST 13 funds |
| ONDAS HOLDINGS INC. | May 12, 2025 | Election of Directors: Jaspreet Sood Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| ONDAS HOLDINGS INC. | May 12, 2025 | Election of Directors: Randall P. Seidl Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| ORANGE COUNTY BANCORP INC. | May 20, 2025 | Election of Directors: Kevin Keane (three-year term) Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 2 funds |
| ORCHESTRA BIOMED HOLDINGS INC. | June 24, 2025 | Election of Class II Directors: Pamela Connealy Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 4 funds |
| P.A.M. TRANSPORTATION SERVICES INC. | October 31, 2024 | Election of Directors: Joseph A. Vitiritto Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 2 funds |
| P.A.M. TRANSPORTATION SERVICES INC. | October 31, 2024 | Election of Directors: Matthew J. Moroun Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 2 funds |
| P.A.M. TRANSPORTATION SERVICES INC. | October 31, 2024 | Election of Directors: Matthew T. Moroun Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 2 funds |
| P.A.M. TRANSPORTATION SERVICES INC. | October 31, 2024 | Election of Directors: W. Scott Davis Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 2 funds |
| PAGAYA TEC | December 11, 2024 | To approve the calculation framework for the annual bonuses for the Company's executive officers who are also directors. of the Company. Compensation |
Board | Not determined | FOR 8 funds |
AGAINST 1 fund |
| PAGAYA TECHNOLOGIES LTD. | June 9, 2025 | To approve the calculation framework for the annual bonuses for the Company's executive officers who are also directors of the Company. Compensation |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| PAGERDUTY INC. | June 26, 2025 | To conduct an advisory, non-binding vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 18 funds |
AGAINST 6 funds |
| PALANTIR TECHNOLOGIES INC. | June 5, 2025 | Elect Peter A. Thiel Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 14 funds |
| PALO ALTO NETWORKS INC. | December 10, 2024 | Election of Class I Directors: Right Honorable Sir John Key Director Elections |
Board | For | FOR 39 funds |
AGAINST 14 funds |
| PALVELLA THERAPEUTICS INC. | June 10, 2025 | Approval, on an advisory basis, of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 4 funds |
AGAINST 2 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.