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 |
|---|---|---|---|---|---|---|
| Linde Plc | July 29, 2025 | Election of Directors: Dr. Victoria Ossadnik Director Elections |
Board | For | FOR 84 funds |
AGAINST 13 funds |
| Loews Corporation | May 12, 2026 | Election of Directors: Dino E. Robusto Director Elections |
Board | For | FOR 27 funds |
AGAINST 14 funds |
| Lumentum Holdings Inc. | November 19, 2025 | Election of Directors: Julia S. Johnson Director Elections |
Board | For | FOR 42 funds |
AGAINST 12 funds |
| MARA HOLDINGS, INC. | June 18, 2026 | A non-binding, advisory vote on the compensation of our Named Executive Officers ("Say-on-Pay"). Say-on-Pay |
Board | For | FOR 16 funds |
AGAINST 6 funds |
| MEDICINOVA, INC. | June 23, 2026 | To approve an amendment to the Company's Restated Certificate of Incorporation to increase the number of shares of common stock that the company is authorized to issue from 100,000,000 to 247,000,000. Capital Structure |
Board | For | AGAINST 4 funds |
FOR 1 fund |
| MEDIFAST, INC. | May 19, 2026 | Approve the Amended and Restated 2012 Share Incentive Plan. Compensation |
Board | For | FOR 11 funds |
AGAINST 7 funds |
| MERCURY SYSTEMS, INC. | October 22, 2025 | To approve our 2025 Long Term Incentive Plan. Compensation |
Board | For | FOR 22 funds |
AGAINST 7 funds |
| METROCITY BANKSHARES INC | May 21, 2026 | Election of Directors: Francis Lai Director Elections |
Board | For | FOR 8 funds |
AGAINST 4 funds |
| MGP Ingredients, Inc. | May 13, 2026 | Election of Directors: Todd B. Siwak Director Elections |
Board | For | AGAINST 12 funds |
FOR 7 funds |
| MICROSOFT CORPORATION | December 5, 2025 | Election of Directors: Hugh F. Johnston Director Elections |
Board | For | FOR 132 funds |
AGAINST 15 funds |
| MIDWESTONE FINANCIAL GROUP, INC. | January 26, 2026 | To approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to the named executive officers of MidWestOne that is based on or otherwise relates to the merger. Say-on-Pay |
Board | For | AGAINST 14 funds |
FOR 5 funds |
| MOBILE INFRASTRUCTURE CORPORATION | June 18, 2026 | Approval of Amended and Restated Mobile Infrastructure Corporation and Mobile Infra Operating Company, LLC 2023 Incentive Award Plan. Compensation |
Board | For | FOR 6 funds |
AGAINST 2 funds |
| MODERNA, INC. | May 6, 2026 | To approve, on a non-binding, advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 78 funds |
AGAINST 17 funds |
| MOLINA HEALTHCARE, INC. | May 6, 2026 | To consider and approve, on a non-binding, advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 47 funds |
AGAINST 16 funds |
| MVB FINANCIAL CORP. | May 19, 2026 | To amend the MVB Financial Corp. 2022 Stock Incentive Plan to increase the number of shares authorized for issuance under the Plan. Compensation |
Board | For | FOR 6 funds |
AGAINST 2 funds |
| MVB FINANCIAL CORP. | May 19, 2026 | To approve on a non-binding, advisory basis, the compensation of our named executive officers. ("Say on Pay"). Compensation |
Board | For | FOR 7 funds |
AGAINST 3 funds |
| Macquarie Group Limited | July 24, 2025 | Equity Grant (MD/CEO Shemara Wikramanayake) Compensation |
Board | For | FOR 1 fund |
AGAINST 4 funds |
| Macquarie Group Limited | July 24, 2025 | Remuneration Report Compensation |
Board | For | FOR 1 fund |
AGAINST 4 funds |
| Mahindra & Mahindra Limited | July 31, 2025 | Elect Rajesh Jejurikar Director Elections |
Board | For | FOR 1 fund |
AGAINST 3 funds |
| Meta Platforms, Inc. | May 27, 2026 | Elect Andrew W. Houston Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 15 funds |
| Meta Platforms, Inc. | May 27, 2026 | Elect Marc L. Andreessen Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 15 funds |
| Meta Platforms, Inc. | May 27, 2026 | Elect Nancy Killefer Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 15 funds |
| Meta Platforms, Inc. | May 27, 2026 | Elect Peggy Alford Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 15 funds |
| Meta Platforms, Inc. | May 27, 2026 | Elect Tony Xu Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 15 funds |
| Microvast Holdings, Inc. | October 23, 2025 | Election of Director: Wei Ying Director Elections |
Board | For | FOR 8 funds |
AGAINST 2 funds |
| Mid Penn Bancorp, Inc. | May 12, 2026 | Election of Directors: John E. Noone Director Elections |
Board | For | FOR 12 funds |
WITHHOLD 4 funds |
| Midea Group Company Limited | June 5, 2026 | Proposal Regarding Re-appointment of Accounting Firms in 2026 Audit-related |
Board | For | AGAINST 1 fund |
FOR 3 funds |
| Millrose Properties, Inc. | May 18, 2026 | Election of Directors: Carlos A. Migoya (Chair) Director Elections |
Board | For | FOR 27 funds |
AGAINST 8 funds |
| Millrose Properties, Inc. | May 18, 2026 | Election of Directors: Kathleen B. Lynch Director Elections |
Board | For | FOR 27 funds |
AGAINST 8 funds |
| Millrose Properties, Inc. | May 18, 2026 | Election of Directors: Patrick J. Bartels Director Elections |
Board | For | FOR 27 funds |
AGAINST 8 funds |
| Mitsubishi Heavy Industries, Ltd. | June 26, 2026 | Elect Seiji Izumisawa Director Elections |
Board | For | FOR 1 fund |
AGAINST 6 funds |
| Mizuho Financial Group, Inc. | June 26, 2026 | Elect Takakazu Uchida Director Elections |
Board | For | FOR 1 fund |
AGAINST 4 funds |
| Modiv Industrial, Inc. | July 23, 2025 | Election of Directors: Kimberly Smith Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 1 fund |
| Moelis & Company | June 25, 2026 | Election of Directors: Laila J. Worrell Director Elections |
Board | For | FOR 15 funds |
AGAINST 10 funds |
| Mohawk Industries, Inc. | May 21, 2026 | Election of Directors: Karen A. Smith Bogart Director Elections |
Board | For | FOR 27 funds |
AGAINST 13 funds |
| Montage Technology Co Ltd | June 24, 2026 | 2026 H-Share Incentive Plan Compensation |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| Montage Technology Co Ltd | June 24, 2026 | Authorized Limit Amount Under the 2026 H-Share Incentive Plan Compensation |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| Montage Technology Co Ltd | June 24, 2026 | General Authorization to the Board Regarding H-Share Offering Capital Structure |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| Montage Technology Co Ltd | June 24, 2026 | The Limit Amount of Shares Granted to Service Providers in the 2026 H-Share Incentive Plan Compensation |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| Mueller Industries, Inc. | May 7, 2026 | Elect Elizabeth Donovan Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 11 funds |
| NAVAN, INC. | June 25, 2026 | Elect Ariel Cohen Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 5 funds |
| NAVAN, INC. | June 25, 2026 | Elect Benjamin A. Horowitz Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 5 funds |
| NAVAN, INC. | June 25, 2026 | Elect Michael R. Kourey Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 5 funds |
| NEXTNRG INC. | December 29, 2025 | To approve a change in our state of incorporation from Delaware to Nevada. Extraordinary Transactions |
Board | For | FOR 7 funds |
AGAINST 1 fund |
| NIQ GLOBAL INTELLIGENCE PLC | May 21, 2026 | To elect, by separate resolutions, the following four Class I director nominees to the board of directors, to serve until the conclusion of the Company's 2029 annual general meeting: Gabriela Weiss Director Elections |
Board | For | FOR 17 funds |
AGAINST 9 funds |
| NL INDUSTRIES, INC. | May 14, 2026 | Election of Directors: Cecil H. Moore, Jr. Director Elections |
Board | For | FOR 5 funds |
WITHHOLD 2 funds |
| NL INDUSTRIES, INC. | May 14, 2026 | Election of Directors: Michael S. Simmons Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 2 funds |
| NORTHPOINTE BANCSHARES, INC. | May 13, 2026 | Election of Directors: David S. Hooker Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 4 funds |
| NORTHPOINTE BANCSHARES, INC. | May 13, 2026 | Election of Directors: Robert W. DeVlieger II Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 4 funds |
| NOVAVAX, INC. | June 18, 2026 | Amendment and restatement of the Novavax, Inc. 2013 Employee Stock Purchase Plan, as amended (the ''ESPP''), to increase the number of shares of Common Stock available for issuance under the ESPP by 1,000,000 shares, such that the number of shares available for issuance is the lesser of (a) 3,375,888 shares of Common Stock increased on January 1 of each year by 5% of the share pool and (b) 4,820,564 shares of Common Stock. Compensation |
Board | For | FOR 17 funds |
AGAINST 5 funds |
| NSTS BANCORP, INC. | May 27, 2026 | Election of Directors for a term expiring at the 2029 Annual Meeting: Apolonio Arenas Director Elections |
Board | For | FOR 3 funds |
WITHHOLD 1 fund |
| NSTS BANCORP, INC. | May 27, 2026 | Election of Directors for a term expiring at the 2029 Annual Meeting: Rodney J. True Director Elections |
Board | For | FOR 3 funds |
WITHHOLD 1 fund |
| NSTS BANCORP, INC. | May 27, 2026 | Election of Directors for a term expiring at the 2029 Annual Meeting: Thomas J. Kneesel Director Elections |
Board | For | FOR 3 funds |
WITHHOLD 1 fund |
| NVIDIA CORPORATION | June 24, 2026 | Election of Directors. Aarti Shah Director Elections |
Board | For | FOR 1 fund |
AGAINST 15 funds |
| Naspers Limited | August 21, 2025 | Approve Remuneration Policy Compensation |
Board | For | FOR 1 fund |
AGAINST 3 funds |
| Naspers Limited | August 21, 2025 | Authority to Repurchase A Ordinary Shares Capital Structure |
Board | For | AGAINST 1 fund |
ABSTAIN 3 funds |
| NetEase, Inc. | June 23, 2026 | As an ordinary resolution, to ratify and approve the appointments of PricewaterhouseCoopers Zhong Tian LLP and PricewaterhouseCoopers as auditors of the Company for U.S. financial reporting and Hong Kong financial reporting purposes, respectively, for the fiscal year ending December 31, 2026 and until the conclusion of the next annual general meeting of the Company, and to authorize the Company's board of directors to fix their remuneration. Audit-related |
Board | For | AGAINST 1 fund |
FOR 4 funds |
| NexPoint Diversified Real Estate Trust | June 2, 2026 | To elect seven trustees to serve until the 2027 annual meeting of shareholders: Catherine Wood Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 4 funds |
| Nomura Holdings, Inc. | June 23, 2026 | Elect Taku Oshima Director Elections |
Board | For | AGAINST 1 fund |
FOR 6 funds |
| Northrop Grumman Corporation | May 20, 2026 | Election of Directors Nominees: James S. Turley Director Elections |
Board | For | AGAINST 1 fund |
FOR 12 funds |
| Novo Nordisk A/S | March 26, 2026 | Remuneration Report Compensation |
Board | For | FOR 1 fund |
AGAINST 7 funds |
| Nucor Corporation | May 14, 2026 | Elect Laurette T. Koellner Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 13 funds |
| OMEROS CORPORATION | June 18, 2026 | Approval of the Amended and Restated Omeros Corporation Omnibus Incentive Compensation Plan. Compensation |
Board | For | FOR 14 funds |
AGAINST 4 funds |
| ONE STOP SYSTEMS, INC. | May 13, 2026 | To approve an amendment to our 2017 Equity Incentive Plan, as amended to date (the "2017 Plan"), to increase the number of shares of the Company's common stock authorized for issuance thereunder from 5,000,000 shares to 7,000,000 shares, pursuant to the terms and conditions of the 2017 Plan. Capital Structure |
Board | For | AGAINST 4 funds |
FOR 1 fund |
| ORACLE CORPORATION | November 18, 2025 | Elect Jeffrey O. Henley Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 13 funds |
| ORAGENICS, INC. | June 29, 2026 | Advisory vote on executive compensation. Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| OSI Systems, Inc. | December 11, 2025 | Election of Directors: Gerald Chizever Director Elections |
Board | For | FOR 28 funds |
AGAINST 8 funds |
| OVID THERAPEUTICS INC. | June 10, 2026 | Advisory approval of the compensation paid to our named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 2 funds |
| OVID THERAPEUTICS INC. | June 10, 2026 | Election of Class III Director: Jeremy M. Levin, DPhil, MB BChir Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 1 fund |
| Ocean Power Technologies, Inc. | January 27, 2026 | To approve an amendment to the Amended and Restated 2015 Omnibus Incentive Plan (the "2015 Plan"); Compensation |
Board | For | FOR 3 funds |
AGAINST 1 fund |
| Omeros Corporation | June 18, 2026 | Election of Directors: Thomas J. Cable Director Elections |
Board | For | AGAINST 14 funds |
FOR 4 funds |
| Optimum Communications, Inc. | June 10, 2026 | Election of Directors: Mark Mullen Director Elections |
Board | For | FOR 13 funds |
AGAINST 7 funds |
| Orora Limited | October 15, 2025 | Re-elect Rob Sindel Director Elections |
Board | For | AGAINST 1 fund |
FOR 3 funds |
| PALANTIR TECHNOLOGIES INC. | June 3, 2026 | Elect Alexander Moore Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 13 funds |
| PALANTIR TECHNOLOGIES INC. | June 3, 2026 | Elect Alexandra Schiff Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 13 funds |
| PALANTIR TECHNOLOGIES INC. | June 3, 2026 | Elect Peter A. Thiel Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 13 funds |
| PALISADE BIO, INC. | June 10, 2026 | To approve the Amended and Restated Palisade Bio, Inc. 2021 Equity Incentive Plan. Compensation |
Board | For | AGAINST 4 funds |
FOR 1 fund |
| PALLADYNE AI CORP. | June 8, 2026 | To approve restricted stock unit awards to our senior executives. Compensation |
Board | For | FOR 6 funds |
AGAINST 2 funds |
| PALO ALTO NETWORKS, INC. | December 9, 2025 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 45 funds |
AGAINST 16 funds |
| PAMT CORP | April 30, 2026 | Election of Directors: Lance K. Stewart Director Elections |
Board | For | FOR 6 funds |
WITHHOLD 1 fund |
| PAMT CORP | April 30, 2026 | Election of Directors: Matthew J. Moroun Director Elections |
Board | For | FOR 6 funds |
WITHHOLD 1 fund |
| PAYCOM SOFTWARE, INC. | May 4, 2026 | Advisory approval of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 29 funds |
AGAINST 16 funds |
| PB Fintech Ltd. | June 12, 2026 | Amendment to the PB Fintech Employees Stock Option Plan 2021 Compensation |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| PDD HOLDINGS INC. | December 19, 2025 | As an ordinary resolution: THAT Mr. Anthony Kam Ping Leung be re-elected as a director of the Company. Director Elections |
Board | For | FOR 1 fund |
AGAINST 4 funds |
| PDD HOLDINGS INC. | December 19, 2025 | As an ordinary resolution: THAT Mr. Haifeng Lin be re-elected as a director of the Company. Director Elections |
Board | For | FOR 1 fund |
AGAINST 4 funds |
| PEAPACK-GLADSTONE FINANCIAL CORPORATION | April 29, 2026 | To approve on a non-binding basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 16 funds |
AGAINST 5 funds |
| PERFORMANT HEALTHCARE, INC. | October 17, 2025 | Non-Binding, Advisory Vote on Named Executive Officers Merger-Related Compensation Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 3 funds |
| PETCO HEALTH AND WELLNESS COMPANY, INC. | July 24, 2025 | To approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 18 funds |
AGAINST 8 funds |
| PHIBRO ANIMAL HEALTH CORPORATION | November 4, 2025 | Ratification of the selection of PricewaterhouseCoopers LLP as the Company's independent registered public accounting firm for the fiscal year ending June 30, 2026. Audit-related |
Board | For | FOR 23 funds |
AGAINST 5 funds |
| PLAINS ALL AMERICAN PIPELINE, L.P. | May 20, 2026 | The approval, on a non-binding advisory basis, of our 2025 named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 1 fund |
| PPG Industries, Inc. | April 16, 2026 | Election of Directors: Catherine R. Smith Director Elections |
Board | For | FOR 23 funds |
AGAINST 14 funds |
| PRICESMART, INC. | February 5, 2026 | Elect Leon C. Janks Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 7 funds |
| PRIORITY TECHNOLOGY HOLDINGS, INC. | June 11, 2026 | To approve, on a non-binding advisory basis, the compensation of our Named Executive Officers. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 5 funds |
| PROLOGIS, INC. | April 28, 2026 | Advisory Vote to Approve the Company's Executive Compensation for 2025. Say-on-Pay |
Board | For | FOR 67 funds |
AGAINST 17 funds |
| PROTALIX BIOTHERAPEUTICS, INC. | June 25, 2026 | To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers as disclosed in the proxy statement that accompanies this notice; Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 2 funds |
| PROTARA THERAPEUTICS, INC. | June 12, 2026 | Approval of an amendment to the Protara Therapeutics, Inc. 2024 Equity Incentive Plan Compensation |
Board | For | AGAINST 7 funds |
FOR 2 funds |
| PROVIDENT BANCORP, INC. | September 16, 2025 | The approval, on an advisory (non-binding) basis, of specified compensation that may become payable to the named executive officers of Provident Bancorp, Inc. in connection with the merger. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 3 funds |
| PT Bank Central Asia Tbk | March 12, 2026 | Directors' and Commissioners' Fees Compensation |
Board | For | FOR 1 fund |
AGAINST 4 funds |
| PT Bank Central Asia Tbk | March 12, 2026 | Election of Directors and Commissioners (Slate) Director Elections |
Board | For | FOR 1 fund |
AGAINST 4 funds |
| Palo Alto Networks, Inc. | December 9, 2025 | Election of Class II Directors: John M. Donovan Director Elections |
Board | For | FOR 38 funds |
AGAINST 14 funds |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 25, 2026 from SEC Form N-PX filings.