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Fidelity vs Charles Schwab: how alike they voted, 2025-2026

96.7% When both took a single position, they voted the same way on 96.7% of 20,210 items (19,538 the same, 672 different). 1,162 items where at least one of them split its funds are listed separately below. Both voted on 21,372 items in all.

Fidelity 2025-2026 · Charles Schwab 2025-2026 · Download the item list (CSV)

By who put the item on the ballot. “Same position” = Same / (Same + Differ); split items are not in it. “Fund-level” is a second view over all common items: the chance that a fund of each manager, picked at random, voted the same way, which gives partial credit where a manager split.
	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%

Where they did not vote alike

Everything Voted differently Split votes

All ballot items Board proposals E&S shareholder proposals Other items

4 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
META PLATFORMS, INC.	May 27, 2026	A shareholder proposal regarding report on AI data usage oversight. Other Social Issues	Shareholder (E&S)	Against	FOR 1 fund	AGAINST 15 funds
Palantir Technologies Inc.	June 3, 2026	Stockholder proposal entitled "Human Rights Impact Assessment", if properly presented at the Annual Meeting. Human Rights or Human Capital/workforce	Shareholder (E&S)	Against	FOR 1 fund	AGAINST 13 funds
Palantir Technologies Inc.	June 3, 2026	Stockholder proposal entitled "Independent Report on Due Diligence Process", if properly presented at the Annual Meeting. Human Rights or Human Capital/workforce	Shareholder (E&S)	Against	FOR 1 fund	AGAINST 13 funds
Palantir Technologies Inc.	June 3, 2026	Stockholder proposal entitled "Political Spending Disclosure", if properly presented at the Annual Meeting. Other Social Issues	Shareholder (E&S)	Against	FOR 1 fund	AGAINST 13 funds

← All 20 managers, 2025-2026

How items are matched and positions counted: see the comparison table and the methodology. Built October 18, 2026 from SEC Form N-PX filings.