Home › Asset managers › Compare 2025-2026 › Fidelity vs Charles Schwab
Fidelity 2025-2026 · Charles Schwab 2025-2026 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 21,372 | 19,538 | 672 | 1,162 | 96.7% | 95.2% |
| Board proposals | 19,083 | 17,514 | 572 | 997 | 96.8% | 95.4% |
| E&S shareholder proposals | 169 | 119 | 4 | 46 | 96.7% | 91.2% |
| Other items | 2,120 | 1,905 | 96 | 119 | 95.2% | 93.9% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
672 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 |
|---|---|---|---|---|---|---|
| Ford Motor Company | May 14, 2026 | Election of Directors: Jon M. Huntsman, Jr. Director Elections |
Board | For | FOR 31 funds |
AGAINST 14 funds |
| Ford Otomotiv Sanayi A.S | March 12, 2026 | Election of Directors; Board Size; Board Term Length Director Elections |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| Fuyao Glass Industry Group Co Ltd | April 21, 2026 | PROPOSAL ON THE REAPPOINTMENT OF ERNST YOUNG HUA MING LLP AS THE COMPANY'S DOMESTIC AUDITOR AND INTERNAL CONTROL AUDITOR FOR 2026 Audit-related |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| Fuyao Glass Industry Group Co Ltd | April 21, 2026 | PROPOSAL ON THE REAPPOINTMENT OF ERNST YOUNG LLP AS THE COMPANY'S OVERSEAS AUDITOR FOR 2026 Audit-related |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| GARMIN LTD | June 5, 2026 | Re-election of Min H. Kao as Executive Chairman Corporate Governance |
Board | For | FOR 15 funds |
AGAINST 12 funds |
| GBANK FINANCIAL HOLDINGS INC. | May 1, 2026 | Approval of the Adoption of the 2026 Incentive Compensation Plan Compensation |
Board | For | FOR 7 funds |
AGAINST 4 funds |
| GCI LIBERTY, INC. | May 11, 2026 | The say-on-pay proposal, to approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 13 funds |
FOR 1 fund |
| GENASYS INC. | March 17, 2026 | To consider an advisory vote on the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 4 funds |
AGAINST 2 funds |
| GLAUKOS CORPORATION | May 28, 2026 | Approval, on an advisory basis, of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 26 funds |
AGAINST 9 funds |
| GMO Payment Gateway, Inc. | December 14, 2025 | Elect Takashi Shimahara Director Elections |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| GOPRO, INC. | June 2, 2026 | Approval of Amendment to the GoPro, Inc. 2024 Equity Incentive Plan with additional 13,000,000 shares. Compensation |
Board | For | FOR 4 funds |
AGAINST 6 funds |
| GREAT SOUTHERN BANCORP, INC. | May 13, 2026 | Election of Four Directors, each for a three-year term: Amelia A. Counts Director Elections |
Board | For | FOR 14 funds |
WITHHOLD 5 funds |
| GRID DYNAMICS HOLDINGS, INC. | December 23, 2025 | The approval, on a non-binding advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 15 funds |
FOR 4 funds |
| GUARANTY BANCSHARES, INC. | September 17, 2025 | To vote on an advisory (non-binding) proposal to approve the compensation that may be paid or become payable to the named executive officers of Guaranty Bancshares, Inc. that is based on or otherwise relates to the merger. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 3 funds |
| Gossamer Bio, Inc. | June 4, 2026 | Election of Class II Directors: Russell Cox Director Elections |
Board | For | FOR 11 funds |
WITHHOLD 3 funds |
| Gravity Co. Ltd. | March 27, 2026 | Approval of Consolidated and Non-consolidated Financial Statements for the Fiscal Year 2025 Capital Structure |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| Grupo Mexico SAB de CV | April 30, 2026 | APPOINTMENT ANDOR RATIFICATION OF THE MEMBERS OF THE COMPANYS BOARD OF DIRECTORS AND ASSESSMENT OF THEIR INDEPENDENCE PURSUANT TO ARTICLE 26 OF THE SECURITIES MARKET LAW, AS WELL AS THE MEMBERS OF THE BOARDS COMMITTEES AND THEIR CHAIRPERSONS. RESOLUTIONS ON THIS MATTER Director Elections |
Board | For | AGAINST 1 fund |
ABSTAIN 3 funds |
| Grupo Mexico SAB de CV | April 30, 2026 | PROPOSAL REGARDING THE REMUNERATION OF THE MEMBERS OF THE BOARD OF DIRECTORS AND THE MEMBERS OF THE BOARDS COMMITTEES. RESOLUTIONS ON THIS MATTER Compensation |
Board | For | AGAINST 1 fund |
ABSTAIN 3 funds |
| Grupo Mexico SAB de CV | April 30, 2026 | REPORT REFERRED TO IN SECTION III OF ARTICLE 60 OF THE GENERAL PROVISIONS APPLICABLE TO ISSUERS OF SECURITIES AND OTHER PARTICIPANTS IN THE SECURITIES MARKET, INCLUDING A REPORT ON THE APPLICATION OF RESOURCES ALLOCATED TO THE ACQUISITION OF TREASURY SHARES DURING THE FISCAL YEAR ENDING DECEMBER 31, 2025. DETERMINATION OF THE MAXIMUM AMOUNT OF RESOURCES TO BE ALLOCATED TO THE ACQUISITION OF TREASURY SHARES DURING THE 2026 FISCAL YEAR. RESOLUTIONS IN THIS REGARD Capital Structure |
Board | For | AGAINST 1 fund |
ABSTAIN 3 funds |
| Grupo Mexico SAB de CV | April 30, 2026 | RESOLUTION ON THE ALLOCATION OF PROFITS FOR THE FISCAL YEAR ENDED DECEMBER 31, 2025 Capital Structure |
Board | For | AGAINST 1 fund |
ABSTAIN 3 funds |
| Grupo Mexico SAB de CV | April 30, 2026 | RESOLUTION REGARDING THE RATIFICATION OF THE COMPANYS EXTERNAL AUDITOR Audit-related |
Board | For | AGAINST 1 fund |
ABSTAIN 3 funds |
| HARMONY BIOSCIENCES HOLDINGS, INC. | May 14, 2026 | Non-binding, advisory vote on the compensation of our named executive officers pursuant to the SEC's compensation disclosure rules. Say-on-Pay |
Board | For | FOR 26 funds |
AGAINST 6 funds |
| HAWTHORN BANCSHARES, INC. | June 2, 2026 | Proposal to ratify the selection of the accounting firm of Forvis Mazars, LLP as the Company's independent registered public accounting firm for 2026. Audit-related |
Board | For | FOR 6 funds |
AGAINST 2 funds |
| HCA Healthcare, Inc. | April 23, 2026 | Election of Directors: Hugh F. Johnston Director Elections |
Board | For | FOR 43 funds |
AGAINST 14 funds |
| HEARTFLOW, INC. | June 16, 2026 | Election of the two nominees as Class I directors to serve until the 2029 annual meeting of stockholders and until their successors are duly elected and qualified. Julie A. Cullivan Director Elections |
Board | For | FOR 27 funds |
WITHHOLD 4 funds |
| HEICO Corporation | March 13, 2026 | ELECTION OF HEICO'S BOARD OF DIRECTORS FOR THE ENSUING YEAR: Mark H. Hildebrandt Director Elections |
Board | For | FOR 40 funds |
AGAINST 11 funds |
| HERBALIFE LTD. | April 30, 2026 | Election of Directors: Des Walsh Director Elections |
Board | For | FOR 21 funds |
AGAINST 8 funds |
| HILLTOP HOLDINGS INC. | July 24, 2025 | Non-binding advisory vote to approve executive compensation. Say-on-Pay |
Board | For | FOR 12 funds |
AGAINST 8 funds |
| HOME BANCSHARES, INC. | April 16, 2026 | Election of Directors: Jim Rankin, Jr. Director Elections |
Board | For | FOR 15 funds |
WITHHOLD 9 funds |
| HOVNANIAN ENTERPRISES, INC. | March 31, 2026 | Approval of the Fourth Amended and Restated 2020 Hovnanian Enterprises, Inc. Stock Incentive Plan. Compensation |
Board | For | FOR 11 funds |
AGAINST 6 funds |
| HUMACYTE, INC. | June 9, 2026 | Approval, on an advisory basis, of the compensation paid to Humacyte, Inc.'s named executive officers. Say-on-Pay |
Board | For | FOR 13 funds |
AGAINST 5 funds |
| HUT 8 CORP. | June 11, 2026 | To approve an amendment to the Amended and Restated Hut 8 Corp. 2023 Omnibus Incentive Plan. Compensation |
Board | For | FOR 15 funds |
AGAINST 5 funds |
| Halliburton Company | May 20, 2026 | Election of Directors: Tobi M. Edwards Young Director Elections |
Board | For | FOR 22 funds |
AGAINST 13 funds |
| Harley-Davidson, Inc. | May 21, 2026 | Elect Allan C. Golston Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 8 funds |
| Hong Kong Exchanges And Clearing Limited | April 29, 2026 | TO ELECT 'GORDON ROBERT HALYBURTON ORR' AS DIRECTOR Director Elections |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| Hongkong Land Holdings Ltd. | May 7, 2026 | Elect Lincoln Pan Director Elections |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| Hoyne Bancorp, Inc. | May 28, 2026 | Election of Directors for a term expiring at the 2029 Annual Meeting: Anthony M. Vaccarello Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| Hoyne Bancorp, Inc. | May 28, 2026 | Election of Directors for a term expiring at the 2029 Annual Meeting: David M. Opas Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| IHEARTMEDIA, INC. | June 4, 2026 | The approval, on an advisory (non-binding) basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 16 funds |
AGAINST 8 funds |
| IMAX Corporation | June 10, 2026 | Election of Directors Election of the ten nominees for the Board of Directors: Jennifer Wong Director Elections |
Board | For | FOR 11 funds |
AGAINST 2 funds |
| IMCD N.V. | April 30, 2026 | Elect Willem Eelman to the Supervisory Board Director Elections |
Board | For | FOR 1 fund |
AGAINST 3 funds |
| INGLES MARKETS, INCORPORATED | April 30, 2026 | COMPANY NOMINEE UNOPPOSED BY SUMMER ROAD: Dwight Jacobs Director Elections |
Board | Contested | WITHHOLD 1 fund |
FOR 7 funds |
| INHIBIKASE THERAPEUTICS, INC. | June 26, 2026 | to elect two Class III directors, to the Board of Directors, each to serve until the Company's 2029 annual meeting of stockholders and until his successor is duly elected and qualified, or until his earlier death, resignation or removal. Arvind Kush Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 1 fund |
| INTUITIVE SURGICAL, INC. | April 30, 2026 | To approve the amendment and restatement of the Company's Amended and Restated 2010 Incentive Award Plan. Compensation |
Board | For | FOR 49 funds |
AGAINST 15 funds |
| IZEA WORLDWIDE, INC. | December 10, 2025 | To approve on a non-binding advisory basis, the compensation paid to IZEA's named executive officers. Say-on-Pay |
Board | For | AGAINST 4 funds |
FOR 2 funds |
| InnovAge Holding Corp. | December 4, 2025 | Election of Class II Directors: James G. Carlson Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 3 funds |
| Innovent Biologics, Inc. | June 24, 2026 | Elect Joyce HSU I-Yin Director Elections |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| Ispire Technology Inc. | June 23, 2026 | Election of Directors: Brent Cox Director Elections |
Board | For | FOR 6 funds |
AGAINST 1 fund |
| Ispire Technology Inc. | June 23, 2026 | Election of Directors: Tuanfang Liu Director Elections |
Board | For | FOR 6 funds |
AGAINST 1 fund |
| Itausa S.A. | April 30, 2026 | Request Separate Election for Board Member (Preferred) Director Elections |
Board | None | AGAINST 1 fund |
ABSTAIN 2 funds |
| Ivanhoe Electric Inc. | June 4, 2026 | Election of Directors: Sofia Bianchi Director Elections |
Board | For | FOR 20 funds |
AGAINST 4 funds |
| JANUS HENDERSON GROUP PLC | May 29, 2026 | Advisory Say-on-Pay Vote on Executive Compensation. Say-on-Pay |
Board | For | FOR 22 funds |
AGAINST 12 funds |
| JCDecaux SE | May 13, 2026 | Approval of the remuneration policy of the members of the Executive Board (other than the Chairman of the Executive Board and the Chief Executive Officer) in accordance with Article L.22-10-26 II of the French Commercial Code Compensation |
Board | For | FOR 1 fund |
AGAINST 3 funds |
| JCDecaux SE | May 13, 2026 | Delegation of authority to be conferred on the Executive Board for the purpose of deciding on the issuance of ordinary shares and/or transferable securities giving access to the share capital and/or debt securities, with cancellation of the preferential subscription right in favour of one or more named persons Capital Structure |
Board | For | FOR 1 fund |
AGAINST 3 funds |
| James Hardie Industries plc | October 29, 2025 | Approve Increase in NEDs' Fee Cap Compensation |
Board | None | FOR 1 fund |
AGAINST 3 funds |
| James Hardie Industries plc | October 29, 2025 | Elect Gary E. Hendrickson Director Elections |
Board | For | FOR 1 fund |
AGAINST 3 funds |
| James Hardie Industries plc | October 29, 2025 | Elect Howard C. Heckes Director Elections |
Board | For | FOR 1 fund |
AGAINST 3 funds |
| James Hardie Industries plc | October 29, 2025 | Equity Grant (CEO Aaron Erter - FY2026 ROCE RSUs) Compensation |
Board | For | FOR 1 fund |
AGAINST 3 funds |
| James Hardie Industries plc | October 29, 2025 | Re-elect Anne H. Lloyd Director Elections |
Board | For | FOR 1 fund |
AGAINST 3 funds |
| James Hardie Industries plc | October 29, 2025 | Re-elect Peter-John (PJ) Davis Director Elections |
Board | For | FOR 1 fund |
AGAINST 3 funds |
| James Hardie Industries plc | October 29, 2025 | Re-elect Rada Rodriguez Director Elections |
Board | For | FOR 1 fund |
AGAINST 3 funds |
| James Hardie Industries plc | October 29, 2025 | Remuneration Report Compensation |
Board | For | FOR 1 fund |
AGAINST 3 funds |
| Jeronimo Martins, SGPS S.A. | April 23, 2026 | TO RESOLVE ON THE 2025 FINANCIAL STATEMENTS, INCLUDING THE MANAGEMENT REPORT, THE INDIVIDUAL AND CONSOLIDATED ACCOUNTS, THE CORPORATE GOVERNANCE REPORT AND OTHER CORPORATE, SUPERVISORY AND AUDIT INFORMATION DOCUMENTS Compensation |
Board | For | FOR 1 fund |
AGAINST 5 funds |
| KBC Group NV | May 7, 2026 | Remuneration Policy Compensation |
Board | For | FOR 1 fund |
AGAINST 4 funds |
| KBC Group NV | May 7, 2026 | Remuneration Report Compensation |
Board | For | FOR 1 fund |
AGAINST 4 funds |
| KESTRA MEDICAL TECHNOLOGIES, LTD. | September 3, 2025 | The approval of the Kestra Medical Technologies, Ltd. 2025 Employee Stock Purchase Plan. Compensation |
Board | For | FOR 22 funds |
AGAINST 4 funds |
| KEYENCE CORPORATION | June 12, 2026 | Allocation of Profits/Dividends Capital Structure |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| KEYENCE CORPORATION | June 12, 2026 | Elect Tetsuya Nakano Director Elections |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| KRONOS WORLDWIDE, INC. | May 13, 2026 | Election of Directors: Cecil H. Moore, Jr. Director Elections |
Board | For | FOR 10 funds |
WITHHOLD 3 funds |
| KRONOS WORLDWIDE, INC. | May 13, 2026 | Election of Directors: Michael S. Simmons Director Elections |
Board | For | WITHHOLD 10 funds |
FOR 3 funds |
| KRYSTAL BIOTECH, INC. | May 15, 2026 | Approval of the Company's Non-Employee Director Compensation Policy. Compensation |
Board | For | FOR 25 funds |
AGAINST 5 funds |
| KURA ONCOLOGY, INC. | June 4, 2026 | Election of three Class III directors for three-year terms: Diane Parks Director Elections |
Board | For | FOR 15 funds |
WITHHOLD 4 funds |
| Kaltura, Inc. | June 24, 2026 | Election of Directors: Ronen Faier Director Elections |
Board | For | FOR 6 funds |
WITHHOLD 4 funds |
| Kanzhun Limited | June 25, 2026 | Elect LI Yan Director Elections |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| Kia Corporation | March 20, 2026 | Directors' Fees Compensation |
Board | For | FOR 1 fund |
AGAINST 4 funds |
| Kyoto Financial Group,Inc. | June 26, 2026 | Elect Nobuhiro Doi Director Elections |
Board | For | FOR 1 fund |
AGAINST 3 funds |
| Kyushu Financial Group, Inc. | June 26, 2026 | Elect Akihisa Koriyama Director Elections |
Board | For | FOR 1 fund |
AGAINST 3 funds |
| L'Air Liquide S.A. | May 5, 2026 | 2026 Remuneration Policy (Board of Directors) Compensation |
Board | For | FOR 1 fund |
AGAINST 5 funds |
| LAMAR ADVERTISING COMPANY | May 14, 2026 | Approval of an amendment and restatement of the Company's 2019 Employee Stock Purchase Plan. Compensation |
Board | For | FOR 48 funds |
AGAINST 16 funds |
| LANZATECH GLOBAL, INC. | July 28, 2025 | To approve an amendment to the Certificate of Incorporation to decrease the par value of the Common Stock from $0.0001 to $0.000001 (the ''Par Value Proposal''). Capital Structure |
Board | For | AGAINST 7 funds |
FOR 2 funds |
| LEIDOS HOLDINGS, INC. | May 1, 2026 | Election of Director: Robert S. Shapard Director Elections |
Board | For | AGAINST 1 fund |
FOR 13 funds |
| LENSAR INC | July 2, 2025 | To approve, on a non-binding, advisory basis, certain compensation that will or may be paid or become payable to LENSAR's named executive officers that is based on or otherwise relates to the Merger; and Say-on-Pay |
Board | For | AGAINST 4 funds |
FOR 2 funds |
| LIONSGATE STUDIOS CORP. | March 17, 2026 | Election of Directors: Emily Fine Director Elections |
Board | For | FOR 11 funds |
WITHHOLD 9 funds |
| LIONSGATE STUDIOS CORP. | March 17, 2026 | Election of Directors: Gordon Crawford Director Elections |
Board | For | FOR 11 funds |
WITHHOLD 9 funds |
| LIONSGATE STUDIOS CORP. | March 17, 2026 | Election of Directors: Harry E. Sloan Director Elections |
Board | For | FOR 11 funds |
WITHHOLD 9 funds |
| LIONSGATE STUDIOS CORP. | March 17, 2026 | Election of Directors: John D. Harkey Director Elections |
Board | For | FOR 11 funds |
WITHHOLD 9 funds |
| LIONSGATE STUDIOS CORP. | March 17, 2026 | Election of Directors: Jon Feltheimer Director Elections |
Board | For | FOR 11 funds |
WITHHOLD 9 funds |
| LIONSGATE STUDIOS CORP. | March 17, 2026 | Election of Directors: Mark H. Rachesky Director Elections |
Board | For | FOR 11 funds |
WITHHOLD 9 funds |
| LIONSGATE STUDIOS CORP. | March 17, 2026 | Election of Directors: Richard Rosenblatt Director Elections |
Board | For | FOR 11 funds |
WITHHOLD 9 funds |
| LIONSGATE STUDIOS CORP. | March 17, 2026 | Election of Directors: Susan McCaw Director Elections |
Board | For | FOR 11 funds |
WITHHOLD 9 funds |
| LIONSGATE STUDIOS CORP. | March 17, 2026 | Election of Directors: Yvette Ostolaza Director Elections |
Board | For | FOR 11 funds |
WITHHOLD 9 funds |
| LIQUIDITY SERVICES, INC. | February 26, 2026 | Approval of an amendment to the Liquidity Services, Inc. Third Amended and Restated 2006 Omnibus Long-Term Incentive Plan to increase the authorized number of shares. Compensation |
Board | For | FOR 13 funds |
AGAINST 4 funds |
| LOUISIANA-PACIFIC CORPORATION | May 1, 2026 | Advisory vote to approve named executive officer compensation Say-on-Pay |
Board | For | FOR 36 funds |
AGAINST 13 funds |
| LPP S.A. | January 23, 2026 | Supervisory Board Fees Compensation |
Board | For | FOR 1 fund |
AGAINST 4 funds |
| LVMH Moet Hennessy Louis Vuitton SE | April 23, 2026 | Elect Delphine Arnault Director Elections |
Board | For | AGAINST 1 fund |
FOR 6 funds |
| Lakeland Financial Corporation | April 14, 2026 | ELECTION OF DIRECTORS: A. Faraz Abbasi Director Elections |
Board | For | FOR 17 funds |
WITHHOLD 8 funds |
| Lakeland Financial Corporation | April 14, 2026 | ELECTION OF DIRECTORS: Bradley J. Toothaker Director Elections |
Board | For | FOR 17 funds |
WITHHOLD 8 funds |
| Larsen & Toubro Ltd. | June 5, 2026 | Elect Pramit Jhaveri Director Elections |
Board | For | AGAINST 1 fund |
FOR 3 funds |
| Legacy Housing Corporation | December 18, 2025 | Election of Directors: Curtis D. Hodgson Director Elections |
Board | For | FOR 12 funds |
AGAINST 4 funds |
| Legacy Housing Corporation | December 18, 2025 | Election of Directors: Skyler M. Howton Director Elections |
Board | For | FOR 12 funds |
AGAINST 4 funds |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 18, 2026 from SEC Form N-PX filings.