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 |
|---|---|---|---|---|---|---|
| PAMT CORP | May 8, 2025 | Election of Directors: Joseph A. Vitiritto Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 2 funds |
| PAMT CORP | May 8, 2025 | Election of Directors: Matthew J. Moroun Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 2 funds |
| PANGAEA LOGISTICS SOLUTIONS LTD. | May 8, 2025 | Election of Class II Directors: Carl Claus Boggild Director Elections |
Board | For | FOR 11 funds |
AGAINST 2 funds |
| PARAMOUNT GROUP INC. | May 15, 2025 | Approval, on a non-binding advisory basis, of our named executive officer compensation. Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 9 funds |
| PARAMOUNT GROUP INC. | May 15, 2025 | Election of Directors: Greg Wright Director Elections |
Board | For | FOR 14 funds |
AGAINST 8 funds |
| PARAMOUNT GROUP INC. | May 15, 2025 | Election of Directors: Martin Bussmann Director Elections |
Board | For | FOR 14 funds |
AGAINST 8 funds |
| PARAMOUNT GROUP INC. | May 15, 2025 | Election of Directors: Paula Sutter Director Elections |
Board | For | FOR 14 funds |
AGAINST 8 funds |
| PARK-OHIO HOLDINGS CORP. | May 15, 2025 | Election of Directors: Steven H. Rosen Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 2 funds |
| PATTERSON- | June 5, 2025 | Approval, on an advisory basis, of Patterson-UTI's compensation of its named executive officers. Say-on-Pay |
Board | Not determined | FOR 14 funds |
AGAINST 10 funds |
| PBF ENERGY INC. | April 29, 2025 | Election of Directors: Lawrence M. Ziemba Director Elections |
Board | For | AGAINST 12 funds |
FOR 8 funds |
| PDD HOLDINGS INC. | December 20, 2024 | THAT Mr. Haifeng Lin be re-elected as a director of the Company. Director Elections |
Board | For | FOR 1 fund |
AGAINST 4 funds |
| PENNS WOODS BANCORP INC. | April 22, 2025 | A proposal to approve, on an advisory basis, specified compensation that may be payable to the named executive officers of Penns Woods in connection with the merger. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 2 funds |
| PERMIAN RESOURCES CORP. | May 21, 2025 | Election of Directors: Robert J. Anderson Director Elections |
Board | For | FOR 1 fund |
AGAINST 13 funds |
| PERSPECTIVE THERAPEUTICS INC. | May 28, 2025 | To consider and vote on a proposal to approve, on a non-binding advisory basis, the compensation of the Company's named executive officers as disclosed in the Proxy Statement. Say-on-Pay |
Board | For | AGAINST 29 funds |
FOR 4 funds |
| PHATHOM PHARMACEUTICALS INC. | June 3, 2025 | Nominee withdrawn Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 4 funds |
| PHIBRO ANIMAL HEALTH CORP. | November 5, 2024 | Ratification of the selection of PricewaterhouseCoopers LLP as the Company's independent registered public accounting firm for the fiscal year ending June 30, 2025. Audit-related |
Board | For | FOR 16 funds |
AGAINST 5 funds |
| PLANET LABS PBC | July 11, 2024 | To approve, on a non-binding advisory basis, the compensation of our named executive officers ("Say-on-Pay Vote"). Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 5 funds |
| PLAYAGS INC. | August 6, 2024 | To approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to PlayAGS'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 | FOR 13 funds |
AGAINST 4 funds |
| PLIANT THERAPEUTICS INC. | June 5, 2025 | To approve, by non-binding advisory vote, the resolution approving Named Executive Officer compensation. Say-on-Pay |
Board | For | FOR 14 funds |
AGAINST 3 funds |
| PORCH GROUP INC. | June 11, 2025 | To approve of, on an advisory (non-binding) basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 14 funds |
AGAINST 3 funds |
| POTLATCHDELTIC CORP. | May 5, 2025 | Election of Directors: Anne L. Alonzo Director Elections |
Board | For | FOR 16 funds |
AGAINST 8 funds |
| PRA GROUP INC. | June 17, 2025 | Election of Directors: Adrian M. Butler Director Elections |
Board | For | FOR 2 funds |
ABSTAIN 7 funds |
| PRAIRIE OPERATING CO. | June 4, 2025 | The election of each of the director nominees: Gizman I. Abbas Director Elections |
Board | For | FOR 9 funds |
AGAINST 1 fund |
| PRAIRIE OPERATING CO. | June 4, 2025 | The election of each of the director nominees: Stephen Lee Director Elections |
Board | For | AGAINST 9 funds |
FOR 1 fund |
| PRECIGEN INC. | June 26, 2025 | Company Proposal - Approval of an amendment to the 2019 Incentive Plan for Non-Employee Service Providers. Say-on-Pay |
Board | For | FOR 14 funds |
AGAINST 4 funds |
| PREMIER INC. | December 6, 2024 | Approval, on an advisory basis, of the compensation of our Named Executive Officers as disclosed in the proxy statement for the Annual Meeting. Say-on-Pay |
Board | For | FOR 19 funds |
AGAINST 9 funds |
| PRIMEENERGY RESOURCES CORP. | June 5, 2025 | Election of Directors: Beverly A. Cummings Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 2 funds |
| PRIMEENERGY RESOURCES CORP. | June 5, 2025 | Election of Directors: Charles E. Drimal, Jr. Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 2 funds |
| PRIMEENERGY RESOURCES CORP. | June 5, 2025 | Election of Directors: H. Gifford Fong Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 2 funds |
| PRIMERICA INC. | May 14, 2025 | To elect the following directors: Beatriz R. Perez Director Elections |
Board | For | FOR 37 funds |
AGAINST 11 funds |
| PROFRAC HOLDING CORP. | May 28, 2025 | To approve the ProFrac Holding Corp. 2025 Employee Stock Purchase Plan. Compensation |
Board | For | FOR 8 funds |
AGAINST 2 funds |
| PROTARA THERAPEUTICS INC. | June 11, 2025 | Approval of an Amendment to the Protara Therapeutics, Inc. 2024 Equity Incentive Plan Compensation |
Board | For | AGAINST 4 funds |
FOR 1 fund |
| PTC THERAPEUTICS INC. | June 17, 2025 | Elect Alethia Young Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 5 funds |
| PUBMATIC INC. | May 30, 2025 | To approve, on a non-binding advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 5 funds |
| PURE STORAGE INC. | June 11, 2025 | An advisory vote on our named executive officer compensation. Say-on-Pay |
Board | For | FOR 36 funds |
AGAINST 13 funds |
| PYXIS ONCOLOGY INC. | June 18, 2025 | The election of Class I directors named in the proxy statement: Rachel Humphrey, M.D. Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 1 fund |
| QUAD/GRAPHICS INC. | May 21, 2025 | To approve an amendment to the Quad/Graphics, Inc. 2020 Omnibus Incentive Plan. Compensation |
Board | For | AGAINST 7 funds |
FOR 2 funds |
| QUAKER CHEMICAL CORP. | May 7, 2025 | Election of Directors: Fay West Director Elections |
Board | For | FOR 13 funds |
AGAINST 7 funds |
| QUAKER CHEMICAL CORP. | May 7, 2025 | Election of Directors: Mark A. Douglas Director Elections |
Board | For | FOR 13 funds |
AGAINST 7 funds |
| QUANTUMSCAPE CORP. | June 4, 2025 | To approve, on a non-binding advisory basis, the compensation of the named executive officers. Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 6 funds |
| QVC GROUP INC. | May 12, 2025 | The say-on-pay proposal, to approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 13 funds |
AGAINST 7 funds |
| R1 RCM INC. | November 14, 2024 | To approve, on an advisory and non-binding basis, certain compensation arrangements for the Company's named executive officers in connection with the Merger. Say-on-Pay |
Board | For | FOR 21 funds |
AGAINST 10 funds |
| RADIANT LOGISTICS INC. | November 15, 2024 | Election of Directors: Richard P. Palmieri Director Elections |
Board | For | FOR 10 funds |
AGAINST 2 funds |
| RAVE RESTAURANT GROUP INC. | December 10, 2024 | To approve the amendments to the Company's Amended and Restated Articles of Incorporation to effect a 1 for 1,000 reverse stock split of the Company Common Stock followed immediately by an amendment to the Company's Amended and Restated Articles of Incorporation to effect a 1,000 for 1 forward stock split of the Company Common Stock (the "Reverse / Forward Stock Split Proposal"). Capital Structure |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| RED RIVER BANCSHARES INC. | May 1, 2025 | Election of Directors: Teddy R. Price Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 2 funds |
| REDWIRE CORP. | June 13, 2025 | Merger Transactions Proposal: To approve the Mergers (as defined below), including the issuance of shares of common stock, par value $0.0001 per share, of Redwire Corporation ("Redwire") pursuant to the Mergers (the "Stock Issuance") set forth in the Agreement and Plan of Merger (the "Merger Agreement") dated January 20, 2025 (as amended on February 3, 2025) by and among Redwire, Edge Autonomy Ultimate Holdings, LP, a Delaware limited partnership (f/k/a UAVF Ultimate Holdings, LP), Edge Autonomy Intermediate Holdings, LLC, a Delaware limited liability company (f/k/a UAVF Intermediate Holdings, LLC) ("Edge Autonomy," and together with its subsidiaries, the "Edge Autonomy Group"), Echelon Merger Sub, Inc., a Delaware corporation and a direct wholly-owned subsidiary of Redwire, and Echelon Purchaser, LLC, a Delaware limited liability company and a direct wholly-owned subsidiary of Redwire, pursuant to which Redwire will, via the mergers set forth in the Merger Agreement (the "Mergers"), acquire the Edge Autonomy Group. Extraordinary Transactions |
Board | For | FOR 12 funds |
AGAINST 2 funds |
| REPOSITRAK INC. | November 20, 2024 | Election of Directors: Ronald C. Hodge Director Elections |
Board | For | FOR 6 funds |
WITHHOLD 2 funds |
| REPUBLIC BANCORP INC. | April 24, 2025 | Election of Directors: Ernest W. Marshall, Jr. Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 5 funds |
| RESOLUTE HOLDINGS MANAGEMENT INC. | May 28, 2025 | Election of Directors: Jane J. Thompson Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 2 funds |
| RESOLUTE HOLDINGS MANAGEMENT INC. | May 28, 2025 | Election of Directors: Roger Fradin Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 2 funds |
| REVOLVE GROUP INC. | June 6, 2025 | Election of Directors: Melanie Cox Director Elections |
Board | For | FOR 19 funds |
WITHHOLD 4 funds |
| RIGEL PHARMACEUTICALS INC. | May 22, 2025 | To ratify the selection of Ernst & Young LLP as the independent registered public accounting firm of the Company for its fiscal year ending December 31, 2025. Audit-related |
Board | For | FOR 12 funds |
AGAINST 3 funds |
| RIVIAN AUTOMOTIVE INC. | June 18, 2025 | Approval, on an advisory (non-binding) basis, of the compensation of our named executive officers in 2024. Say-on-Pay |
Board | For | FOR 43 funds |
AGAINST 13 funds |
| ROOT INC. | June 4, 2025 | To elect two Class II directors, Jerri DeVard and Nancy Kramer, each to hold office until our Annual Meeting of Stockholders in 2028: Jerri DeVard Director Elections |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| ROYALTY PHARMA PLC | May 12, 2025 | Approve on a binding basis our U.K. directors' remuneration policy. Say-on-Pay |
Board | For | FOR 57 funds |
AGAINST 12 funds |
| ROYALTY PHARMA PLC | May 12, 2025 | Approve on a non-binding advisory basis our U.K. directors' remuneration report (other than the part containing the directors' remuneration policy) for the fiscal year ended December 31, 2024. Say-on-Pay |
Board | For | FOR 57 funds |
AGAINST 12 funds |
| RUMBLEON INC. | June 4, 2025 | Election of Directors: Mark Cohen Director Elections |
Board | For | FOR 11 funds |
WITHHOLD 1 fund |
| RUMBLEON INC. | June 4, 2025 | Election of Directors: Rebecca Polak Director Elections |
Board | For | WITHHOLD 11 funds |
FOR 1 fund |
| RUMBLEON INC. | June 4, 2025 | To approve, by non-binding vote, named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 12 funds |
FOR 2 funds |
| RXSIGHT INC. | June 3, 2025 | To approve, on an advisory basis, the compensation of the named executive officers identified in the 2024 Summary Compensation Table in the "Executive Compensation" section of the proxy statement. Say-on-Pay |
Board | For | FOR 24 funds |
AGAINST 5 funds |
| SAGA COMMUNICATIONS INC. | May 2, 2025 | To re-approve the material terms of the Company's Chief Executive Officer Annual Incentive Plan. Compensation |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| SALESFORCE INC. | June 5, 2025 | Approval, on an advisory basis, of the fiscal 2025 compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 67 funds |
AGAINST 18 funds |
| SALESFORCE INC. | June 5, 2025 | Election of Directors: John V. Roos Director Elections |
Board | For | FOR 61 funds |
AGAINST 15 funds |
| SALESFORCE INC. | June 5, 2025 | Election of Directors: Neelie Kroes Director Elections |
Board | For | FOR 61 funds |
AGAINST 15 funds |
| SALESFORCE INC. | June 5, 2025 | Election of Directors: Oscar Munoz Director Elections |
Board | For | FOR 61 funds |
AGAINST 15 funds |
| SANDRIDGE ENERGY INC. | June 11, 2025 | Election of Directors: Nancy Dunlap Director Elections |
Board | For | FOR 12 funds |
AGAINST 4 funds |
| SEAGATE TECHNOLOGY HOLDINGS PLC | October 19, 2024 | Determine the price Range for the Re-allotment of Treasury Shares under Irish law. Capital Structure |
Board | For | FOR 30 funds |
AGAINST 11 funds |
| SEALED AIR CORP. | May 29, 2025 | Approval, as an advisory vote, of Sealed Air's 2024 executive compensation. Say-on-Pay |
Board | For | FOR 25 funds |
AGAINST 14 funds |
| SEI INVESTMENTS CO. | May 28, 2025 | Election of Directors: William M. Doran Director Elections |
Board | For | FOR 31 funds |
AGAINST 12 funds |
| SENSEONICS HOLDINGS INC. | May 21, 2025 | Election of directors: Brian Hansen Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 3 funds |
| SEPTERNA INC. | June 17, 2025 | Election of Directors: Abraham Bassan, M.S. Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 2 funds |
| SERVICE PROPERTIES TRUST | June 13, 2025 | Election of Independent Trustees: Robert E. Cramer Director Elections |
Board | For | AGAINST 1 fund |
FOR 9 funds |
| SEZZLE INC. | November 19, 2024 | Election of Directors: Stephen East Director Elections |
Board | For | FOR 14 funds |
WITHHOLD 4 funds |
| SEZZLE INC. | June 10, 2025 | Election of Directors: Paul Paradis Director Elections |
Board | For | FOR 16 funds |
WITHHOLD 4 funds |
| SEZZLE INC. | June 10, 2025 | Election of Directors: Stephen East Director Elections |
Board | For | FOR 16 funds |
WITHHOLD 4 funds |
| SHOPIFY INC. | June 17, 2025 | Elect Jeremy Levine Director Elections |
Board | For | FOR 1 fund |
AGAINST 4 funds |
| SHOPIFY INC. | June 17, 2025 | Elect Joe Natale Director Elections |
Board | For | FOR 1 fund |
AGAINST 4 funds |
| SILK ROAD MEDICAL INC. | September 5, 2024 | To approve, on a non-binding, advisory basis, the compensation that will or may become payable by Silk Road to its named executive officers in connection with the merger contemplated by the merger agreement. Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 5 funds |
| SITE CENTERS CORP. | May 14, 2025 | Election of Directors: John M. Cattonar Director Elections |
Board | For | FOR 25 funds |
AGAINST 9 funds |
| SKYWATER TECHNOLOGY INC. | May 21, 2025 | Election of Directors: Loren A. Unterseher Director Elections |
Board | For | WITHHOLD 12 funds |
FOR 4 funds |
| SKYX PLATFORMS CORP. | July 10, 2024 | To approve, on an advisory, non-binding basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 3 funds |
| SL GREEN REALTY CORP. | June 3, 2025 | Election of Directors: Andrew W. Mathias Director Elections |
Board | For | FOR 15 funds |
AGAINST 11 funds |
| SOLID BIOSCIENCES INC. | June 12, 2025 | The approval of an advisory vote on executive compensation. Say-on-Pay |
Board | For | FOR 10 funds |
AGAINST 3 funds |
| SPHERE ENTERTAINMENT CO. | December 9, 2024 | Approval of the Company's 2020 Employee Stock Plan, as amended. Compensation |
Board | For | FOR 11 funds |
AGAINST 5 funds |
| SPOTIFY TECHNOLOGY SA | April 9, 2025 | Election of Directors: Mr. Christopher Marshall (B Director) Director Elections |
Board | For | FOR 2 funds |
AGAINST 9 funds |
| SPOTIFY TECHNOLOGY SA | April 9, 2025 | Election of Directors: Ms. Heidi O'Neill (B Director) Director Elections |
Board | For | FOR 2 funds |
AGAINST 9 funds |
| STAR HOLDINGS | May 21, 2025 | Election of Trustees: Richard Lieb Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 4 funds |
| STEM INC. | June 4, 2025 | To approve, on a non-binding, advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 11 funds |
AGAINST 3 funds |
| STEM INC. | June 4, 2025 | To elect the two Class I director nominees for terms expiring in 2028: Laura D'Andrea Tyson Director Elections |
Board | For | FOR 10 funds |
WITHHOLD 2 funds |
| STEPSTONE GROUP INC | September 10, 2024 | To ratify the appointment of Ernst & Young LLP as the Company's independent registered public accounting firm for the fiscal year ending March 31, 2025. Audit-related |
Board | For | FOR 25 funds |
AGAINST 7 funds |
| STEWART IN | May 7, 2025 | Election of Ten Directors: C. Allen Bradley, Jr. Director Elections |
Board | Not determined | FOR 20 funds |
AGAINST 7 funds |
| SURMODICS INC. | August 13, 2024 | Approve, in a non-binding advisory vote, certain compensation that may be paid or become payable to our named executive officers in connection with the merger. Say-on-Pay |
Board | For | FOR 13 funds |
AGAINST 5 funds |
| SWK HOLDINGS CORP. | June 13, 2025 | Election of Directors: Robert K. Hatcher Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 2 funds |
| TABOOLA.COM LTD. | June 4, 2025 | To approve an amendment to compensation terms for our Chief Executive Officer (and Director). Compensation |
Board | For | FOR 4 funds |
AGAINST 2 funds |
| TANDY LEATHER FACTORY INC. | June 10, 2025 | Approval of increasing shares authorized under the Tandy Leather Factory, Inc. 2023 Incentive Stock Plan. Compensation |
Board | For | FOR 3 funds |
AGAINST 1 fund |
| TANGO THERAPEUTICS INC. | June 5, 2025 | To approve, on a non-binding, advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 12 funds |
AGAINST 5 funds |
| TEJON RANCH CO. | May 13, 2025 | Advisory vote to approve named executive officer compensation. Shareholder Rights and Defenses |
Board | Contested | FOR 9 funds |
AGAINST 5 funds |
| TELEFLEX INC. | May 9, 2025 | Election of Directors: Stephen K. Klasko Director Elections |
Board | For | FOR 21 funds |
AGAINST 15 funds |
| TENCENT MUSIC ENTERTAINMENT GROUP | June 27, 2025 | Elect TSANG Wai Yip Director Elections |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| TERADATA CORP. | May 15, 2025 | Election of Class III Directors: Michael P. Gianoni Director Elections |
Board | For | AGAINST 1 fund |
FOR 9 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.