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 |
|---|---|---|---|---|---|---|
| CIRRUS LOGIC INC. | July 26, 2024 | Approval of an amendment and restatement of the Company's 2018 Long Term Incentive Plan. Compensation |
Board | For | Split 19 FOR, 13 AGAINST |
FOR 10 funds |
| CLARIVATE PLC | May 7, 2025 | APPROVAL, ON AN ADVISORY, NON-BINDING BASIS, OF THE COMPENSATION OF OUR NAMED EXECUTIVE OFFICERS. Say-on-Pay |
Board | For | Split 17 FOR, 5 AGAINST |
FOR 12 funds |
| CLARIVATE PLC | May 7, 2025 | RE-ELECTION OF DIRECTORS: Adam T. Levyn Director Elections |
Board | For | Split 15 FOR, 3 AGAINST |
FOR 11 funds |
| CLARIVATE PLC | May 7, 2025 | RE-ELECTION OF DIRECTORS: Jane Okun Bomba Director Elections |
Board | For | Split 15 FOR, 3 AGAINST |
FOR 11 funds |
| CLARIVATE PLC | May 7, 2025 | RE-ELECTION OF DIRECTORS: Saurabh Saha Director Elections |
Board | For | Split 15 FOR, 3 AGAINST |
FOR 11 funds |
| CLARIVATE PLC | May 7, 2025 | RE-ELECTION OF DIRECTORS: Suzanne Heywood Director Elections |
Board | For | Split 17 FOR, 1 AGAINST |
FOR 11 funds |
| CLARIVATE PLC | May 7, 2025 | RE-ELECTION OF DIRECTORS: Wendell Pritchett Director Elections |
Board | For | Split 15 FOR, 3 AGAINST |
FOR 11 funds |
| CLEARWATER ANALYTICS HOLDINGS INC. | June 23, 2025 | Election of Directors: Jacques Aigrain Director Elections |
Board | For | Split 16 FOR, 1 WITHHOLD |
FOR 5 funds |
| CLEVELAND-CLIFFS INC. | May 15, 2025 | Approval, on an advisory basis, of Cleveland-Cliffs Inc.'s named executive officers' compensation. Say-on-Pay |
Board | For | Split 19 FOR, 4 AGAINST |
FOR 14 funds |
| CME GROUP INC. | May 8, 2025 | Advisory vote on the compensation of our named executive officers. Say-on-Pay |
Board | For | Split 24 FOR, 12 AGAINST |
FOR 16 funds |
| CME GROUP INC. | May 8, 2025 | Election of Equity Directors: Bryan T. Durkin Director Elections |
Board | For | Split 20 FOR, 9 AGAINST |
FOR 14 funds |
| CME GROUP INC. | May 8, 2025 | Election of Equity Directors: Charles P. Carey Director Elections |
Board | For | Split 20 FOR, 9 AGAINST |
FOR 14 funds |
| CME GROUP INC. | May 8, 2025 | Election of Equity Directors: Daniel G. Kaye Director Elections |
Board | For | Split 20 FOR, 9 AGAINST |
FOR 14 funds |
| CME GROUP INC. | May 8, 2025 | Election of Equity Directors: Deborah J. Lucas Director Elections |
Board | For | Split 20 FOR, 9 AGAINST |
FOR 14 funds |
| CME GROUP INC. | May 8, 2025 | Election of Equity Directors: Dennis A. Suskind Director Elections |
Board | For | Split 20 FOR, 9 AGAINST |
FOR 14 funds |
| CME GROUP INC. | May 8, 2025 | Election of Equity Directors: Harold Ford Jr. Director Elections |
Board | For | Split 20 FOR, 9 AGAINST |
FOR 14 funds |
| CME GROUP INC. | May 8, 2025 | Election of Equity Directors: Howard J. Siegel Director Elections |
Board | For | Split 20 FOR, 9 AGAINST |
FOR 14 funds |
| CME GROUP INC. | May 8, 2025 | Election of Equity Directors: Kathryn Benesh Director Elections |
Board | For | Split 20 FOR, 9 AGAINST |
FOR 14 funds |
| CME GROUP INC. | May 8, 2025 | Election of Equity Directors: Martin J. Gepsman Director Elections |
Board | For | Split 20 FOR, 9 AGAINST |
FOR 14 funds |
| CME GROUP INC. | May 8, 2025 | Election of Equity Directors: Phyllis M. Lockett Director Elections |
Board | For | Split 1 FOR, 27 AGAINST |
FOR 14 funds |
| CME GROUP INC. | May 8, 2025 | Election of Equity Directors: Rahael Seifu Director Elections |
Board | For | Split 20 FOR, 9 AGAINST |
FOR 14 funds |
| CME GROUP INC. | May 8, 2025 | Election of Equity Directors: Terrence A. Duffy Director Elections |
Board | For | Split 20 FOR, 9 AGAINST |
FOR 14 funds |
| CME GROUP INC. | May 8, 2025 | Election of Equity Directors: Timothy S. Bitsberger Director Elections |
Board | For | Split 20 FOR, 9 AGAINST |
FOR 14 funds |
| CME GROUP INC. | May 8, 2025 | Election of Equity Directors: William R. Shepard Director Elections |
Board | For | Split 20 FOR, 9 AGAINST |
FOR 14 funds |
| CNA FINANCIAL CORP. | April 30, 2025 | An advisory (non-binding) vote to approve named executive officer compensation. Say-on-Pay |
Board | For | Split 10 FOR, 1 AGAINST |
FOR 13 funds |
| COCA-COLA CO. | April 30, 2025 | Election of Directors: Thomas S. Gayner Director Elections |
Board | For | Split 90 FOR, 1 AGAINST |
AGAINST 15 funds |
| CODEXIS INC. | June 10, 2025 | To approve an amendment to the Codexis, Inc. 2019 Incentive Award Plan to increase the number of shares available for issuance thereunder by 8,000,000 shares. Compensation |
Board | For | Split 12 FOR, 9 AGAINST |
FOR 2 funds |
| COEUR MINING INC. | May 13, 2025 | Election of nine directors: N. Eric Fier Director Elections |
Board | For | Split 11 FOR, 2 AGAINST |
FOR 8 funds |
| COGNIZANT TECHNOLOGY SOLUTIONS CORP. | June 3, 2025 | Ratification of the appointment of PricewaterhouseCoopers LLP as the company's independent registered public accounting firm for the year ending December 31, 2025. Audit-related |
Board | For | Split 35 FOR, 1 AGAINST |
FOR 13 funds |
| COHEN & STEERS INC. | May 1, 2025 | Election of Directors: Edmond D. Villani Director Elections |
Board | For | Split 12 FOR, 1 AGAINST |
FOR 8 funds |
| COHERENT CORP. | November 14, 2024 | Non-binding advisory vote to approve compensation paid to named executive officers in fiscal year 2024. Say-on-Pay |
Board | For | Split 13 FOR, 43 AGAINST |
AGAINST 13 funds |
| COHERUS BIOSCIENCES INC. | June 11, 2025 | To vote on a non-binding, advisory basis to approve the compensation of the Company's named executive officers (a "Say-on-Pay" vote). Say-on-Pay |
Board | For | Split 1 FOR, 12 AGAINST |
AGAINST 5 funds |
| COINBASE GLOBAL INC. | June 18, 2025 | Approval, on a non-binding advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | Split 19 FOR, 25 AGAINST |
FOR 14 funds |
| COMERICA INC. | April 29, 2025 | Approval of a Non-Binding, Advisory Proposal Approving Executive Compensation Say-on-Pay |
Board | For | Split 23 FOR, 4 AGAINST |
FOR 15 funds |
| COMERICA INC. | April 29, 2025 | Election of Directors: Robert S. Taubman Director Elections |
Board | For | Split 20 FOR, 1 AGAINST |
FOR 13 funds |
| COMERICA INC. | April 29, 2025 | Ratification of the Appointment of Ernst & Young LLP as Independent Registered Public Accounting Firm Audit-related |
Board | For | Split 20 FOR, 1 AGAINST |
FOR 13 funds |
| COMMSCOPE HOLDING COMPANY INC. | May 8, 2025 | Non-binding, advisory vote to approve the compensation of our named executive officers as described in the proxy statement. Say-on-Pay |
Board | For | Split 12 FOR, 5 AGAINST |
AGAINST 9 funds |
| COMPOSECURE INC. | May 28, 2025 | A proposal to approve an amendment to the Company's Second Amended and Restated Certificate of Incorporation to increase the authorized number of shares of the Company's Common Stock from 250,000,000 shares to 1,000,000,000 shares. Capital Structure |
Board | For | Split 1 FOR, 11 AGAINST |
AGAINST 2 funds |
| COMPOSECURE INC. | May 28, 2025 | Election of Directors: Jane J. Thompson Director Elections |
Board | For | Split 9 FOR, 3 WITHHOLD |
FOR 2 funds |
| COMPOSECURE INC. | May 28, 2025 | Election of Directors: John D. Cote Director Elections |
Board | For | Split 10 FOR, 2 WITHHOLD |
FOR 2 funds |
| COMPOSECURE INC. | May 28, 2025 | Election of Directors: Jonathan C. Wilk Director Elections |
Board | For | Split 10 FOR, 2 WITHHOLD |
FOR 2 funds |
| COMSTOCK RESOURCES INC. | June 3, 2025 | To elect five director nominees to our Board of Directors: Jim L. Turner Director Elections |
Board | For | Split 11 FOR, 1 WITHHOLD |
FOR 7 funds |
| CONAGRA BRANDS INC. | September 18, 2024 | Advisory vote to approve named executive officer compensation Say-on-Pay |
Board | For | Split 17 FOR, 5 AGAINST |
AGAINST 14 funds |
| CONAGRA BRANDS INC. | September 18, 2024 | Election of Directors: Anil Arora Director Elections |
Board | For | Split 18 FOR, 1 AGAINST |
FOR 13 funds |
| CONAGRA BRANDS INC. | September 18, 2024 | Election of Directors: Fran Horowitz Director Elections |
Board | For | Split 18 FOR, 1 AGAINST |
FOR 13 funds |
| CONAGRA BRANDS INC. | September 18, 2024 | Election of Directors: Richard H. Lenny Director Elections |
Board | For | Split 18 FOR, 1 AGAINST |
FOR 13 funds |
| CONAGRA BRANDS INC. | September 18, 2024 | Election of Directors: Ruth Ann Marshall Director Elections |
Board | For | Split 18 FOR, 1 AGAINST |
FOR 13 funds |
| CONCENTRA GROUP HOLDINGS PARENT INC | May 1, 2025 | Hold a non-binding advisory vote on the compensation of our named executive officers. Say-on-Pay |
Board | For | Split 1 FOR, 13 AGAINST |
FOR 8 funds |
| CONCENTRIX | October 28, 2024 | Approval to amend the Concentrix Corporation 2020 Stock Incentive Plan, including to (i) increase the number of authorized shares thereunder by 3,000,000 shares and (ii) to remove the evergreen provision, among other amendments. Compensation |
Board | Not determined | Split 18 FOR, 19 AGAINST |
FOR 11 funds |
| COOPER-STANDARD HOLDINGS INC. | May 15, 2025 | Advisory Vote on Named Executive Officer Compensation. Say-on-Pay |
Board | For | Split 3 FOR, 11 AGAINST |
AGAINST 6 funds |
| CORE & MAIN INC. | June 24, 2025 | Advisory vote to approve Core & Main's named executive officer compensation. Say-on-Pay |
Board | For | Split 43 FOR, 1 AGAINST |
FOR 15 funds |
| CORE SCIENTIFIC INC. | May 23, 2025 | To approve the Amended and Restated 2024 Equity Incentive Plan. Compensation |
Board | For | Split 11 FOR, 8 AGAINST |
FOR 5 funds |
| CORNING INC. | May 1, 2025 | Advisory approval of our executive compensation (Say on Pay). Say-on-Pay |
Board | For | Split 26 FOR, 2 AGAINST |
FOR 14 funds |
| CORPAY INC. | June 11, 2025 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | Split 17 FOR, 23 AGAINST |
FOR 15 funds |
| CORPAY INC. | June 11, 2025 | Elect Directors nominated by the Board of Directors for a one-year term: Annabelle Bexiga Director Elections |
Board | For | Split 19 FOR, 16 AGAINST |
FOR 13 funds |
| CORPAY INC. | June 11, 2025 | Elect Directors nominated by the Board of Directors for a one-year term: Hala G. Moddelmog Director Elections |
Board | For | Split 19 FOR, 16 AGAINST |
FOR 13 funds |
| CORPAY INC. | June 11, 2025 | Elect Directors nominated by the Board of Directors for a one-year term: Joseph W. Farrelly Director Elections |
Board | For | Split 17 FOR, 17 AGAINST |
FOR 13 funds |
| CORPAY INC. | June 11, 2025 | Elect Directors nominated by the Board of Directors for a one-year term: Steven T. Stull Director Elections |
Board | For | Split 18 FOR, 17 AGAINST |
FOR 13 funds |
| CORPAY INC. | June 11, 2025 | Elect Directors nominated by the Board of Directors for a one-year term: Thomas M. Hagerty Director Elections |
Board | For | Split 19 FOR, 16 AGAINST |
FOR 13 funds |
| CORTEVA INC. | April 30, 2025 | Advisory resolution to approve executive compensation of the Company's named executive officers. Say-on-Pay |
Board | For | Split 52 FOR, 4 AGAINST |
FOR 15 funds |
| COSTAR GROUP INC. | June 26, 2025 | Proposal to approve, on an advisory basis, the Company's executive compensation. Other Social Issues |
Board | For | Split 20 FOR, 9 AGAINST |
AGAINST 15 funds |
| COTY INC. | November 7, 2024 | Approval, on an advisory (non-binding) basis, of the compensation of Coty Inc.'s named executive officers, as disclosed in the proxy statement. Say-on-Pay |
Board | For | Split 16 FOR, 4 AGAINST |
AGAINST 13 funds |
| COTY INC. | November 7, 2024 | Election of Directors: Beatrice Ballini Director Elections |
Board | For | Split 14 FOR, 2 WITHHOLD |
WITHHOLD 12 funds |
| COTY INC. | November 7, 2024 | Election of Directors: Gordon von Bretten Director Elections |
Board | For | Split 14 FOR, 2 WITHHOLD |
FOR 12 funds |
| COTY INC. | November 7, 2024 | Election of Directors: Joachim Creus Director Elections |
Board | For | Split 14 FOR, 2 WITHHOLD |
FOR 12 funds |
| COTY INC. | November 7, 2024 | Election of Directors: Lubomira Rochet Director Elections |
Board | For | Split 14 FOR, 2 WITHHOLD |
FOR 12 funds |
| COTY INC. | November 7, 2024 | Election of Directors: Olivier Goudet Director Elections |
Board | For | Split 14 FOR, 2 WITHHOLD |
FOR 12 funds |
| COTY INC. | November 7, 2024 | Election of Directors: Peter Harf Director Elections |
Board | For | Split 14 FOR, 2 WITHHOLD |
FOR 12 funds |
| COTY INC. | November 7, 2024 | Election of Directors: Sue Y. Nabi Director Elections |
Board | For | Split 14 FOR, 2 WITHHOLD |
FOR 12 funds |
| COUPANG INC. | June 12, 2025 | Election of Directors: Benjamin Sun Director Elections |
Board | For | Split 20 FOR, 1 AGAINST |
FOR 6 funds |
| COUPANG INC. | June 12, 2025 | Election of Directors: Bom Kim Director Elections |
Board | For | Split 20 FOR, 1 AGAINST |
FOR 6 funds |
| COUPANG INC. | June 12, 2025 | Election of Directors: Neil Mehta Director Elections |
Board | For | Split 20 FOR, 1 AGAINST |
FOR 6 funds |
| COURSERA INC. | May 20, 2025 | Approval, on a non-binding advisory basis, of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | Split 12 FOR, 1 AGAINST |
AGAINST 5 funds |
| CRH PLC | May 8, 2025 | Disapplication of Pre-emption Rights Capital Structure |
Board | For | Split 66 FOR, 9 AGAINST |
FOR 14 funds |
| CRICUT INC. | May 28, 2025 | To approve, by non-binding vote, named executive officer compensation. Say-on-Pay |
Board | For | Split 15 FOR, 2 AGAINST |
AGAINST 3 funds |
| CRITEO SA | June 13, 2025 | Approve the maximum number of shares that may be issued or acquired pursuant to Resolution 16 of the Annual General Shareholders' Meeting dated June 13, 2023 (authorization to grant options to purchase or to subscribe shares), Resolution 15 of the Annual General Shareholders' Meeting dated June 25, 2024 (authorization to grant Time-based RSUs to employees and corporate officers of the Company and employees of its subsidiaries) and Resolution 16 of the Annual General Shareholders' Meeting dated June 25, 2024 (authorization to grant Performance-Based RSUs to employees and corporate officers of the Company and employees of its subsidiaries), Compensation |
Board | For | Split 2 FOR, 1 AGAINST |
FOR 2 funds |
| CSG SYSTEMS INTERNATIONAL INC. | May 14, 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 8 funds |
| CSW INDUST | August 15, 2024 | Approval, by non-binding vote, of executive compensation. Say-on-Pay |
Board | Not determined | Split 21 FOR, 1 AGAINST |
FOR 9 funds |
| CSX CORP. | May 7, 2025 | Election of Directors: John J. Zillmer Director Elections |
Board | For | Split 46 FOR, 1 AGAINST |
FOR 12 funds |
| CUBESMART | May 20, 2025 | To cast an advisory vote to approve our executive compensation. Say-on-Pay |
Board | For | Split 43 FOR, 1 AGAINST |
FOR 16 funds |
| CURTISS-WRIGHT CORP. | May 8, 2025 | An advisory (non-binding) vote to approve the compensation of the Company's named executive officers Say-on-Pay |
Board | For | Split 26 FOR, 2 AGAINST |
FOR 15 funds |
| CVR ENERGY INC. | June 5, 2025 | To approve the Third Amended & Restated CVR Energy, Inc. 2007 Long-Term Incentive Plan. Compensation |
Board | For | Split 1 FOR, 11 AGAINST |
FOR 7 funds |
| CVR ENERGY INC. | June 5, 2025 | To approve, on an advisory basis, our named executive officer compensation. Say-on-Pay |
Board | For | Split 1 FOR, 12 AGAINST |
FOR 8 funds |
| CVS HEALTH CORP. | May 15, 2025 | Say on Pay, a Proposal to Approve, on an Advisory Basis, the Company's Executive Compensation. Shareholder Rights and Defenses |
Board | For | Split 62 FOR, 2 AGAINST |
AGAINST 16 funds |
| DAILY JOURNAL CORP. | February 19, 2025 | Election of four Directors: Mary Conlin Director Elections |
Board | For | Split 12 FOR, 1 AGAINST |
AGAINST 4 funds |
| DAKOTA GOLD CORP. | May 13, 2025 | Election of Directors: Alice Schroeder Director Elections |
Board | For | Split 7 FOR, 1 WITHHOLD |
FOR 2 funds |
| DAKOTA GOLD CORP. | May 13, 2025 | Election of Directors: Amy K. Koenig Director Elections |
Board | For | Split 7 FOR, 1 WITHHOLD |
FOR 2 funds |
| DAKOTA GOLD CORP. | May 13, 2025 | Election of Directors: Jennifer S. Grafton Director Elections |
Board | For | Split 7 FOR, 1 WITHHOLD |
FOR 2 funds |
| DANA INC. | April 24, 2025 | Approval of a non-binding advisory proposal approving executive compensation. Say-on-Pay |
Board | For | Split 15 FOR, 1 AGAINST |
FOR 9 funds |
| DARLING INGREDIENTS INC. | May 7, 2025 | Proposal to ratify the selection of KPMG LLP as the Company's independent registered public accounting firm for the fiscal year ending January 3, 2026. Audit-related |
Board | For | Split 27 FOR, 1 AGAINST |
FOR 12 funds |
| DATADOG | June 3, 2025 | Advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | Split 43 FOR, 1 AGAINST |
FOR 14 funds |
| DAVE & BUSTER'S ENTERTAINMENT INC. | June 18, 2025 | Election of Directors: Atish Shah Director Elections |
Board | For | Split 11 FOR, 1 AGAINST |
AGAINST 7 funds |
| DAVE & BUSTER'S ENTERTAINMENT INC. | June 18, 2025 | Election of Directors: Hamish A. Dodds Director Elections |
Board | For | Split 11 FOR, 1 AGAINST |
FOR 7 funds |
| DAVE INC. | June 2, 2025 | Director Election: Michael Pope Director Elections |
Board | For | Split 4 FOR, 8 WITHHOLD |
WITHHOLD 2 funds |
| DAVE INC. | June 2, 2025 | Director Election: Yadin Rozov Director Elections |
Board | For | Split 3 FOR, 9 WITHHOLD |
FOR 2 funds |
| DECKERS OUTDOOR CORP. | September 9, 2024 | To approve, on a non-binding advisory basis, the compensation of our Named Executive Officers, as described in the section of the Proxy Statement entitled "Compensation Discussion and Analysis". Say-on-Pay |
Board | For | Split 50 FOR, 1 AGAINST |
FOR 16 funds |
| DEERE & CO. | February 26, 2025 | Advisory vote to approve executive compensation ("say-on-pay") Say-on-Pay |
Board | For | Split 78 FOR, 3 AGAINST |
FOR 14 funds |
| DEFINITIVE HEALTHCARE CORP. | June 5, 2025 | To approve, on an advisory basis, the compensation of the Company's Named Executive Officers, as disclosed in the Proxy Statement. Say-on-Pay |
Board | For | Split 11 FOR, 2 AGAINST |
FOR 5 funds |
| DELEK US HOLDINGS INC. | April 29, 2025 | Election of Directors: Shlomo Zohar Director Elections |
Board | For | Split 16 FOR, 1 AGAINST |
FOR 7 funds |
| DEVON ENERGY CORP. | June 4, 2025 | Advisory Vote to Approve Executive Compensation. Say-on-Pay |
Board | For | Split 18 FOR, 10 AGAINST |
AGAINST 14 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.