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 |
|---|---|---|---|---|---|---|
| TFS Financial Corporation | February 26, 2026 | Election of Directors: DANIEL F. WEIR Director Elections |
Board | For | FOR 15 funds |
AGAINST 5 funds |
| THE CARLYLE GROUP INC. | June 3, 2026 | Approval of The Carlyle Group Inc. Amended and Restated 2012 Equity Incentive Plan Compensation |
Board | For | FOR 30 funds |
AGAINST 12 funds |
| TOLL BROTHERS, INC. | March 10, 2026 | Election of Directors: Wendell E. Pritchett Director Elections |
Board | For | FOR 40 funds |
AGAINST 12 funds |
| TON STRATEGY COMPANY | June 9, 2026 | Non-binding, advisory vote to approve the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 4 funds |
AGAINST 3 funds |
| TORAY INDUSTRIES, INC. | June 24, 2026 | Elect Akihiro Nikkaku Director Elections |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| TOWNSQUARE MEDIA, INC. | May 11, 2026 | Advisory approval of the 2025 compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 2 funds |
| TOYODA GOSEI CO., LTD. | June 24, 2026 | Elect Naoki Miyazaki Director Elections |
Board | For | FOR 1 fund |
AGAINST 6 funds |
| TPG RE FINANCE TRUST, INC. | May 19, 2026 | Ratification of the appointment of Deloitte & Touche LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2026. Audit-related |
Board | For | FOR 13 funds |
AGAINST 7 funds |
| TRAVELZOO | April 20, 2026 | Vote to approve option grant to Global Chief Executive Officer. Compensation |
Board | For | FOR 6 funds |
AGAINST 2 funds |
| TRIUMPH FINANCIAL, INC. | April 23, 2026 | Management Proposal Regarding Advisory Approval of the Company's Executive Compensation Say-on-Pay |
Board | For | FOR 13 funds |
AGAINST 8 funds |
| TRUEBLUE, INC | May 11, 2026 | Advisory (Non-Binding) vote Approving Executive Compensation Say-on-Pay |
Board | For | FOR 11 funds |
AGAINST 8 funds |
| TTEC Holdings, Inc. | May 21, 2026 | Election of Director Nominees: Robert N. Frerichs Director Elections |
Board | For | FOR 12 funds |
WITHHOLD 5 funds |
| Talanx AG | May 7, 2026 | Elect Angela Titzrath Director Elections |
Board | For | FOR 1 fund |
AGAINST 4 funds |
| Talanx AG | May 7, 2026 | Elect Herbert K. Haas Director Elections |
Board | For | FOR 1 fund |
AGAINST 4 funds |
| TechPrecision Corporation | October 28, 2025 | Election of Directors: Walter M. Schenker Director Elections |
Board | For | FOR 3 funds |
AGAINST 1 fund |
| Tejon Ranch Co. | May 13, 2026 | Election of Directors: Andrew Dakos Director Elections |
Board | For | FOR 12 funds |
WITHHOLD 4 funds |
| Tejon Ranch Co. | May 13, 2026 | Election of Directors: Daniel R. Tisch Director Elections |
Board | For | FOR 12 funds |
WITHHOLD 4 funds |
| Teladoc Health, Inc. | May 21, 2026 | Elect nine directors, each for a term of one year: David B. Snow, Jr. Director Elections |
Board | For | FOR 13 funds |
AGAINST 8 funds |
| Telia Company AB | April 9, 2026 | Elect Lars-Johan Jarnheimer Director Elections |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| Telia Company AB | April 9, 2026 | Elect Tomas Eliasson Director Elections |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| Tencent Holdings Limited | May 13, 2026 | TO RE-APPOINT AUDITOR AND AUTHORISE THE BOARD OF DIRECTORS TO FIX THEIR REMUNERATION Audit-related |
Board | For | AGAINST 1 fund |
FOR 4 funds |
| Terrestrial Energy Inc. | June 11, 2026 | Election of Class I Directors: Frederick Buckman Director Elections |
Board | For | FOR 10 funds |
WITHHOLD 3 funds |
| Terrestrial Energy Inc. | June 11, 2026 | Election of Class I Directors: Hugh MacDiarmid Director Elections |
Board | For | FOR 10 funds |
WITHHOLD 3 funds |
| Terrestrial Energy Inc. | June 11, 2026 | Election of Class I Directors: William Johnson Director Elections |
Board | For | FOR 10 funds |
WITHHOLD 3 funds |
| Thales S.A. | May 12, 2026 | Renewal of Mr Lok Segalen as director, upon proposal of the Industrial Partner. Director Elections |
Board | For | FOR 1 fund |
AGAINST 5 funds |
| Thales S.A. | May 12, 2026 | Renewal of Ms Anne-Claire Taittinger as External director. Director Elections |
Board | For | FOR 1 fund |
AGAINST 5 funds |
| Thales S.A. | May 12, 2026 | Renewal of Ms Valrie Guillemet as director, upon proposal of the Industrial Partner'. Director Elections |
Board | For | FOR 1 fund |
AGAINST 5 funds |
| The Bank of New York Mellon Corporation | April 14, 2026 | Election of Directors: Joseph J. Echevarria Director Elections |
Board | For | FOR 53 funds |
AGAINST 14 funds |
| The Eastern Company | May 6, 2026 | Election of Directors: Fredrick D. DiSanto Director Elections |
Board | For | FOR 6 funds |
AGAINST 2 funds |
| The Kansai Electric Power Company, Incorporated | June 25, 2026 | Elect Kiyoshi Sono Director Elections |
Board | For | FOR 1 fund |
AGAINST 4 funds |
| Thermo Fisher Scientific Inc. | May 20, 2026 | Election of Directors: Dion J. Weisler Director Elections |
Board | For | FOR 69 funds |
AGAINST 14 funds |
| Triumph Financial, Inc. | April 23, 2026 | Election of Directors: Charles A. Anderson Director Elections |
Board | For | FOR 12 funds |
AGAINST 7 funds |
| Tronox Holdings Plc | April 28, 2026 | Election of Directors: Ilan Kaufthal Director Elections |
Board | For | FOR 16 funds |
AGAINST 7 funds |
| U.S. Bancorp | April 21, 2026 | Election of Directors: Richard P. McKenney Director Elections |
Board | For | AGAINST 1 fund |
FOR 12 funds |
| UFP Industries, Inc. | April 22, 2026 | To elect three directors to serve until 2029:Michael G. Wooldridge Director Elections |
Board | For | FOR 1 fund |
AGAINST 10 funds |
| UNIQURE N.V. | June 10, 2026 | Designation of the Board as the competent body to exclude or limit preemptive rights upon the issuance of Ordinary Shares. Capital Structure |
Board | For | FOR 17 funds |
AGAINST 3 funds |
| UNITEDHEALTH GROUP INCORPORATED | June 1, 2026 | Advisory approval of the Company's executive compensation. Say-on-Pay |
Board | For | FOR 78 funds |
AGAINST 17 funds |
| UNIVERSAL ELECTRONICS INC. | May 19, 2026 | To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| UROGEN PHARMA LTD | August 26, 2025 | To approve amendments to the Company's 2024 non-employee director and officer compensation policy to, among other things, increase the equity compensation payable to our executive officers and non-employee directors. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| Unibail-Rodamco-Westfield | June 18, 2026 | Elect Vincent Rouget to the Supervisory Board Director Elections |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| Unicredit S.p.A. | March 31, 2026 | REMUNERATION REPORT Compensation |
Board | For | FOR 1 fund |
AGAINST 6 funds |
| Unisys Corporation | April 30, 2026 | Election of Directors: Matthew J. Desch Director Elections |
Board | For | FOR 12 funds |
AGAINST 7 funds |
| United-Guardian, Inc. | May 13, 2026 | ELECTION OF DIRECTORS: Arthur M. Dresner Director Elections |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| United-Guardian, Inc. | May 13, 2026 | ELECTION OF DIRECTORS: Donna Vigilante Director Elections |
Board | For | AGAINST 4 funds |
FOR 1 fund |
| United-Guardian, Inc. | May 13, 2026 | ELECTION OF DIRECTORS: Lawrence F. Maietta Director Elections |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| VALHI, INC. | May 21, 2026 | Election of Directors: Terri L. Herrington Director Elections |
Board | For | FOR 5 funds |
WITHHOLD 3 funds |
| VALHI, INC. | May 21, 2026 | Election of Directors: Thomas E. Barry Director Elections |
Board | For | FOR 5 funds |
WITHHOLD 3 funds |
| VIASAT, INC. | September 4, 2025 | Election of Directors: Sean Pak Director Elections |
Board | For | FOR 15 funds |
WITHHOLD 7 funds |
| VIRGIN GALACTIC HOLDINGS, INC. | June 11, 2026 | Approval, on an advisory (non-binding) basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 4 funds |
| VIRTUS INVESTMENT PARTNERS, INC. | May 20, 2026 | Election of Directors: Timothy A. Holt Director Elections |
Board | For | FOR 13 funds |
WITHHOLD 9 funds |
| VROOM, INC. | June 11, 2026 | Approve, on an advisory (non-binding) basis, the compensation of the named executive officers of the Company. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 2 funds |
| Veru Inc. | March 12, 2026 | To amend the Veru Inc. 2018 Equity Incentive Plan. Compensation |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| Vinci SA | April 14, 2026 | APPROVAL OF THE REMUNERATION POLICY FOR THE MEMBERS OF THE BOARD OF DIRECTORS Compensation |
Board | For | FOR 1 fund |
AGAINST 5 funds |
| Vinci SA | April 14, 2026 | DETERMINATION OF THE ANNUAL TOTAL AMOUNT OF REMUNERATION OF THE MEMBERS OF THE BOARD OF DIRECTORS Compensation |
Board | For | FOR 1 fund |
AGAINST 5 funds |
| VirTra, Inc. | October 14, 2025 | Election of Directors: Gregg C.E. Johnson Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| VirTra, Inc. | October 14, 2025 | Election of Directors: Michael T. Ayers Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 1 fund |
| VirTra, Inc. | June 23, 2026 | Election of Directors: Gregg C.E. Johnson Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| W&T OFFSHORE, INC. | June 3, 2026 | To approve, on an advisory basis, the compensation of the Company's named executive officers, as disclosed in the Proxy Statement pursuant to Item 402 of Regulation S-K. Say-on-Pay |
Board | For | FOR 11 funds |
AGAINST 6 funds |
| W&T Offshore, Inc. | June 3, 2026 | Election of Directors: Mr. Daniel O. Conwill, IV Director Elections |
Board | For | FOR 10 funds |
WITHHOLD 5 funds |
| WEG SA | April 23, 2026 | Request Establishment of Supervisory Council Director Elections |
Board | For | AGAINST 1 fund |
ABSTAIN 1 fund |
| WEG SA | April 23, 2026 | Request Separate Election for Board Member Director Elections |
Board | None | AGAINST 1 fund |
ABSTAIN 1 fund |
| WESBANCO, INC. | April 15, 2026 | To approve an advisory (non-binding) vote on compensation paid to Wesbanco's named executive officers in 2025. Say-on-Pay |
Board | For | FOR 23 funds |
AGAINST 9 funds |
| WEYCO GROUP, INC. | May 5, 2026 | Advisory vote on the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 3 funds |
| WILLDAN GROUP, INC. | June 17, 2026 | Approval of an amendment to the Company's 2008 Performance Incentive Plan (the "2008 Plan"), including an increase in the number of shares available for grant under the 2008 Plan. Compensation |
Board | For | FOR 15 funds |
AGAINST 5 funds |
| WINGSTOP INC. | May 21, 2026 | Approve, on an advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 50 funds |
AGAINST 14 funds |
| WW INTERNATIONAL, INC. | June 12, 2026 | To approve, on an advisory basis, the Company's named executive officer compensation. Say-on-Pay |
Board | For | FOR 10 funds |
AGAINST 5 funds |
| Workday, Inc. | June 16, 2026 | Election of Class II Directors: George J. Still, Jr. Director Elections |
Board | For | FOR 25 funds |
AGAINST 14 funds |
| Workday, Inc. | June 16, 2026 | Election of Class II Directors: Mark J. Hawkins Director Elections |
Board | For | FOR 24 funds |
AGAINST 14 funds |
| XMAX Inc. | June 5, 2026 | Election of Directors: Umesh Patel Director Elections |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| ZEDGE INC | January 14, 2026 | Election of Directors: Howard S. Jonas Director Elections |
Board | For | AGAINST 3 funds |
FOR 1 fund |
| ZETA GLOBAL HOLDINGS CORP. | June 16, 2026 | Election of Directors: William Landman Director Elections |
Board | For | FOR 15 funds |
WITHHOLD 4 funds |
| argenx SE | May 6, 2026 | Remuneration Report Compensation |
Board | For | FOR 2 funds |
AGAINST 2 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.