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
997 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 |
|---|---|---|---|---|---|---|
| Tyson Foods, Inc. | February 5, 2026 | Election of Directors: Les R. Baledge Director Elections |
Board | For | Split 16 FOR, 3 AGAINST |
FOR 13 funds |
| Tyson Foods, Inc. | February 5, 2026 | Election of Directors: Maria Claudia Borras Director Elections |
Board | For | Split 16 FOR, 3 AGAINST |
FOR 13 funds |
| Tyson Foods, Inc. | February 5, 2026 | Election of Directors: Maria N. Martinez Director Elections |
Board | For | Split 16 FOR, 3 AGAINST |
FOR 13 funds |
| Tyson Foods, Inc. | February 5, 2026 | Election of Directors: Mike Beebe Director Elections |
Board | For | Split 16 FOR, 3 AGAINST |
FOR 13 funds |
| Tyson Foods, Inc. | February 5, 2026 | Election of Directors: Olivia L. Tyson Director Elections |
Board | For | Split 16 FOR, 3 AGAINST |
FOR 13 funds |
| Tyson Foods, Inc. | February 5, 2026 | Election of Directors: Sarah Bond Director Elections |
Board | For | Split 17 FOR, 2 AGAINST |
FOR 13 funds |
| UDR, INC. | May 21, 2026 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | Split 22 FOR, 11 AGAINST |
FOR 19 funds |
| UDR, Inc. | May 21, 2026 | Election of Directors: Jon A. Grove Director Elections |
Board | For | Split 20 FOR, 7 AGAINST |
FOR 18 funds |
| UDR, Inc. | May 21, 2026 | Election of Directors: Mark R. Patterson Director Elections |
Board | For | Split 20 FOR, 7 AGAINST |
FOR 18 funds |
| UDR, Inc. | May 21, 2026 | Election of Directors: Mary Ann King Director Elections |
Board | For | Split 20 FOR, 7 AGAINST |
FOR 18 funds |
| UDR, Inc. | May 21, 2026 | Election of Directors: Robert A. McNamara Director Elections |
Board | For | Split 20 FOR, 7 AGAINST |
FOR 18 funds |
| UL Solutions Inc. | May 20, 2026 | Election of Directors: Elisabeth Torstad Director Elections |
Board | For | Split 13 FOR, 10 WITHHOLD |
FOR 6 funds |
| UL Solutions Inc. | May 20, 2026 | Election of Directors: George A. Williams Director Elections |
Board | For | Split 13 FOR, 10 WITHHOLD |
FOR 6 funds |
| UL Solutions Inc. | May 20, 2026 | Election of Directors: James P. Dollive Director Elections |
Board | For | Split 13 FOR, 10 WITHHOLD |
FOR 6 funds |
| ULTA BEAUTY, INC. | June 9, 2026 | Advisory resolution to approve the Company's executive compensation. Say-on-Pay |
Board | For | Split 33 FOR, 1 AGAINST |
FOR 15 funds |
| ULTRAGENYX PHARMACEUTICAL INC. | May 14, 2026 | Approval of the Third Amended and Restated 2023 Incentive Plan. Compensation |
Board | For | Split 15 FOR, 3 AGAINST |
FOR 4 funds |
| UNDER ARMOUR, INC. | September 3, 2025 | To approve, by a non-binding advisory vote, the compensation of executives as disclosed in the "Executive Compensation" section of the proxy statement, including the Compensation Discussion and Analysis and tables. Say-on-Pay |
Board | For | Split 24 FOR, 1 AGAINST |
FOR 9 funds |
| UNIFIRST CORPORATION | June 11, 2026 | To approve, by an advisory (non-binding) vote, certain compensation that may be paid or become payable to UniFirst named executed officers that is based on or otherwise relates to the transactions contemplated by the merger agreement (the ''UniFirst compensation proposal''). Say-on-Pay |
Board | For | Split 18 FOR, 2 AGAINST |
FOR 8 funds |
| UNITED NATURAL FOODS, INC. | December 16, 2025 | The approval of the Fifth Amended and Restated 2020 Equity Incentive Plan. Compensation |
Board | For | Split 12 FOR, 3 AGAINST |
FOR 8 funds |
| UNITED PARKS & RESORTS INC. | September 3, 2025 | To grant the Board of Directors of United Parks & Resorts Inc. (the "Company") the authority to approve and implement additional repurchases of shares of the Company's common stock, subject to the qualification that the Company will not repurchase additional shares if Hill Path Capital LP's ("Hill Path") common stock ownership interest percentage would, as a result of any such repurchase, equal or exceed 70% (excluding Hill Path's and its affiliates' non-voting derivative positions). Capital Structure |
Board | For | Split 1 FOR, 13 AGAINST |
FOR 7 funds |
| UNITED STATES ANTIMONY CORPORATION | June 12, 2026 | To approve an amendment to the Certificate of Formation to increase the number of shares authorized for issuance by the Company; and Capital Structure |
Board | For | Split 1 FOR, 5 AGAINST |
AGAINST 2 funds |
| UNITED STATES LIME & MINERALS, INC. | May 1, 2026 | To approve, on a non-binding advisory basis, the Company's executive compensation. Say-on-Pay |
Board | For | Split 20 FOR, 1 AGAINST |
FOR 5 funds |
| UNITY BANCORP, INC. | April 23, 2026 | Election of Directors: Robert H. Dallas Director Elections |
Board | For | Split 13 FOR, 1 WITHHOLD |
FOR 2 funds |
| UNIVERSAL HEALTH SERVICES, INC. | May 20, 2026 | Election of Director: Nina Chen-Langenmayr Director Elections |
Board | For | Split 5 FOR, 20 WITHHOLD |
FOR 14 funds |
| USA RARE EARTH, INC. | June 3, 2026 | Election of Directors: Carolyn Trabuco Director Elections |
Board | For | Split 4 FOR, 8 WITHHOLD |
FOR 4 funds |
| USA RARE EARTH, INC. | June 3, 2026 | Election of Directors: Michael Blitzer Director Elections |
Board | For | Split 1 FOR, 11 WITHHOLD |
FOR 4 funds |
| Uber Technologies, Inc. | May 4, 2026 | Election of Directors: Nikesh Arora Director Elections |
Board | For | Split 51 FOR, 1 AGAINST |
AGAINST 13 funds |
| Unimicron Technology Corp. | May 29, 2026 | Elect Terry WANG as an Independent Director Director Elections |
Board | For | ABSTAIN 1 fund |
Split 1 AGAINST, 2 ABSTAIN |
| United Parks & Resorts Inc. | June 16, 2026 | Election of the ten director nominees: Scott Ross Director Elections |
Board | For | Split 2 FOR, 12 AGAINST |
FOR 7 funds |
| V.F. CORPORATION | July 22, 2025 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | Split 40 FOR, 2 AGAINST |
FOR 14 funds |
| VALARIS LIMITED | June 10, 2026 | To approve on a non-binding advisory basis the compensation of our named executive officers. Say-on-Pay |
Board | For | Split 16 FOR, 6 AGAINST |
FOR 8 funds |
| VALARIS LIMITED | June 10, 2026 | To approve the appointment of KPMG LLP as our independent registered public accounting firm until the close of the next Annual General Meeting of Shareholders and to authorize the Board, acting by its Audit Committee, to set KPMG LLP's remuneration. Audit-related |
Board | For | Split 15 FOR, 2 AGAINST |
FOR 7 funds |
| VENTAS, INC. | May 13, 2026 | Approval, on an advisory basis, of the compensation of named executive officers of Ventas, Inc. Say-on-Pay |
Board | For | Split 75 FOR, 2 AGAINST |
FOR 17 funds |
| VERIS RESIDENTIAL, INC. | May 21, 2026 | To approve, by a non-binding advisory vote, the compensation that may be paid or become payable to the Company's named executive officers that is based on or otherwise relates to the Transactions, including the Mergers. Say-on-Pay |
Board | For | Split 18 FOR, 2 AGAINST |
AGAINST 10 funds |
| VERIZON COMMUNICATIONS | May 21, 2026 | Advisory vote to approve executive compensation Say-on-Pay |
Board | For | Split 57 FOR, 2 AGAINST |
FOR 16 funds |
| VERTIV HOLDINGS CO | June 17, 2026 | To approve, on an advisory basis, the 2025 compensation of our named executive officers as disclosed in the Proxy Statement. Say-on-Pay |
Board | For | Split 55 FOR, 2 AGAINST |
FOR 19 funds |
| VIASAT, INC. | September 4, 2025 | Amendment and Restatement of the 1996 Equity Participation Plan Compensation |
Board | For | Split 14 FOR, 1 AGAINST |
FOR 7 funds |
| VICTORY CAPITAL HOLDINGS, INC. | May 6, 2026 | A non-binding advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | Split 23 FOR, 1 AGAINST |
FOR 8 funds |
| VIKING THERAPEUTICS INC | May 19, 2026 | TO APPROVE, ON AN ADVISORY BASIS, THE COMPENSATION OF THE COMPANY'S NAMED EXECUTIVE OFFICERS. Say-on-Pay |
Board | For | Split 46 FOR, 1 AGAINST |
FOR 7 funds |
| VIMEO, INC. | November 19, 2025 | To approve, on a non-binding, advisory basis, compensation that will or may become payable to the named executive officers of Vimeo in connection with the transactions contemplated by the merger agreement, which proposal is referred to as the merger-related compensation proposal. Say-on-Pay |
Board | For | Split 15 FOR, 10 AGAINST |
FOR 4 funds |
| VIPER ENERGY, INC. | May 19, 2026 | The approval, on an advisory basis, of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | Split 26 FOR, 2 AGAINST |
FOR 8 funds |
| VIR BIOTECHNOLOGY, INC. | May 26, 2026 | To approve, on an advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | Split 14 FOR, 6 AGAINST |
FOR 6 funds |
| VITAL ENERGY, INC. | December 12, 2025 | a proposal to approve, on a non-binding, advisory basis, certain compensation that may be paid or become payable to Vital's named executive officers that is based on or otherwise relates to the Mergers (the "Vital Advisory Compensation Proposal"). Say-on-Pay |
Board | For | Split 11 FOR, 1 AGAINST |
FOR 6 funds |
| VITAL FARMS, INC. | June 10, 2026 | 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 14 FOR, 1 AGAINST |
FOR 5 funds |
| VORNADO REALTY TRUST | May 21, 2026 | Approval of the Company's 2026 Omnibus Share Plan. Compensation |
Board | For | Split 19 FOR, 1 AGAINST |
FOR 16 funds |
| VORNADO REALTY TRUST | May 21, 2026 | Non-binding, advisory resolution on executive compensation. Say-on-Pay |
Board | For | Split 22 FOR, 1 AGAINST |
FOR 17 funds |
| VOYAGER TECHNOLOGIES, INC. | May 29, 2026 | To approve the Redomestication of the Company from Delaware to Texas. Extraordinary Transactions |
Board | For | Split 1 FOR, 13 AGAINST |
AGAINST 4 funds |
| VSE CORPORATION | May 7, 2026 | Approval, on a non-binding advisory basis, of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | Split 27 FOR, 1 AGAINST |
FOR 9 funds |
| VUZIX CORPORATION | June 16, 2026 | To conduct a non-binding advisory vote for the approval of the compensation disclosed in the Proxy Statement of the Company's executive officers who are named in the Proxy Statement Summary Compensation Table. Say-on-Pay |
Board | For | Split 12 FOR, 1 AGAINST |
AGAINST 3 funds |
| Velocity Financial, Inc. | May 21, 2026 | Election of Directors: Alan H. Mantel Director Elections |
Board | For | Split 11 FOR, 1 AGAINST |
FOR 4 funds |
| Velocity Financial, Inc. | May 21, 2026 | Election of Directors: Christopher D. Farrar Director Elections |
Board | For | Split 11 FOR, 1 AGAINST |
FOR 4 funds |
| Velocity Financial, Inc. | May 21, 2026 | Election of Directors: John A. Pless Director Elections |
Board | For | Split 11 FOR, 1 AGAINST |
AGAINST 4 funds |
| Velocity Financial, Inc. | May 21, 2026 | Election of Directors: Michael W. Chiao Director Elections |
Board | For | Split 11 FOR, 1 AGAINST |
FOR 4 funds |
| Velocity Financial, Inc. | May 21, 2026 | Election of Directors: Omar M. Maasarani Director Elections |
Board | For | Split 11 FOR, 1 AGAINST |
FOR 4 funds |
| Vitesse Energy, Inc. | June 5, 2026 | Election of Directors: Joseph S. Steinberg Director Elections |
Board | For | Split 11 FOR, 1 AGAINST |
AGAINST 4 funds |
| WALKER & DUNLOP, INC. | May 19, 2026 | Advisory resolution to approve executive compensation Say-on-Pay |
Board | For | Split 20 FOR, 1 AGAINST |
FOR 8 funds |
| WATSCO, INC. | June 1, 2026 | To approve the advisory resolution regarding the compensation of our named executive officers. Say-on-Pay |
Board | For | Split 38 FOR, 1 AGAINST |
FOR 16 funds |
| WEATHERFORD INTERNATIONAL PLC | June 11, 2026 | To agree to a scheme of arrangement under Chapter 1 of Part 9 of the Companies Act 2014, as amended, substantially in the form attached as Annex C to the Proxy Statement, that, once it becomes effective, will result in you owning common stock of Weatherford International Corp instead of ordinary shares of Weatherford International plc. Extraordinary Transactions |
Board | For | Split 22 FOR, 17 AGAINST |
AGAINST 8 funds |
| WEATHERFORD INTERNATIONAL PLC | June 11, 2026 | To approve a capital reduction under sections 84 to 86 of the Companies Act to effect the cancellation of Weatherford-Ireland ordinary shares contemplated by the Scheme of Arrangement. Capital Structure |
Board | For | Split 22 FOR, 17 AGAINST |
AGAINST 8 funds |
| WEATHERFORD INTERNATIONAL PLC | June 11, 2026 | To approve the amendment and restatement of the Weatherford International plc Fourth Amended and Restated 2019 Equity Incentive Plan. Compensation |
Board | For | Split 19 FOR, 20 AGAINST |
FOR 8 funds |
| WEATHERFORD INTERNATIONAL PLC | June 11, 2026 | To approve the terms of an initial subscription, allotment and issue of one, or more, Weatherford-Ireland ordinary shares to Weatherford International Corp (''Weatherford-US'') in connection with the Scheme of Arrangement. Extraordinary Transactions |
Board | For | Split 22 FOR, 17 AGAINST |
AGAINST 8 funds |
| WEATHERFORD INTERNATIONAL PLC | June 11, 2026 | To authorize the directors of Weatherford-Ireland to allot and issue further new Weatherford-Ireland ordinary shares to Weatherford-US in connection with the Scheme of Arrangement to be paid up by the application of certain reserves as described in the Scheme of Arrangement. Extraordinary Transactions |
Board | For | Split 22 FOR, 17 AGAINST |
AGAINST 8 funds |
| WEBTOON Entertainment Inc. | June 3, 2026 | Election of Directors: Jun Masuda (Class II) Director Elections |
Board | For | Split 7 FOR, 12 WITHHOLD |
FOR 4 funds |
| WEBTOON Entertainment Inc. | June 3, 2026 | Election of Directors: Namsun Kim (Class II) Director Elections |
Board | For | Split 7 FOR, 12 WITHHOLD |
FOR 4 funds |
| WELLS FARGO & COMPANY | April 28, 2026 | Advisory resolution to approve executive compensation (Say on Pay). Say-on-Pay |
Board | For | Split 88 FOR, 7 AGAINST |
FOR 15 funds |
| WELLS FARGO & COMPANY | April 28, 2026 | Proposal to amend and restate the Company's 2022 Long-Term Incentive Plan. Compensation |
Board | For | Split 84 FOR, 2 AGAINST |
FOR 12 funds |
| WELLS FARGO & COMPANY | April 28, 2026 | Proposal to ratify KPMG as the Company's independent registered public accounting firm for 2026. Audit-related |
Board | For | Split 84 FOR, 2 AGAINST |
FOR 12 funds |
| WESTERN DIGITAL CORPORATION | November 20, 2025 | Approval on an advisory basis of the named executive officer compensation disclosed in the Proxy Statement. Say-on-Pay |
Board | For | Split 69 FOR, 4 AGAINST |
FOR 14 funds |
| WIDEOPENWEST, INC. | December 3, 2025 | To approve on a non-binding, advisory basis, the compensation that will or may become payable by the Company to its named executive officers in connection with the Merger. Say-on-Pay |
Board | For | Split 14 FOR, 1 AGAINST |
FOR 7 funds |
| WILLIAMS-SONOMA, INC. | June 18, 2026 | An advisory vote to approve executive compensation Say-on-Pay |
Board | For | Split 23 FOR, 26 AGAINST |
FOR 16 funds |
| WILLIAMS-SONOMA, INC. | June 18, 2026 | Election of directors: Frits van Paasschen Director Elections |
Board | For | Split 22 FOR, 23 AGAINST |
FOR 14 funds |
| WILLIAMS-SONOMA, INC. | June 18, 2026 | Election of directors: Scott Dahnke Director Elections |
Board | For | Split 22 FOR, 23 AGAINST |
FOR 14 funds |
| WILLIAMS-SONOMA, INC. | June 18, 2026 | Election of directors: William Ready Director Elections |
Board | For | Split 21 FOR, 24 AGAINST |
AGAINST 14 funds |
| WILLIS LEASE FINANCE CORPORATION | June 23, 2026 | Cast an advisory vote to approve the compensation of the Company's named executive officers as disclosed in the Proxy Statement. Say-on-Pay |
Board | For | Split 1 FOR, 14 AGAINST |
AGAINST 5 funds |
| WILLIS LEASE FINANCE CORPORATION | June 23, 2026 | Elect one Class I Director to serve until the 2029 Annual Meeting of Stockholders, specifically and as nominated by the Board of Directors. Stephen Jones Director Elections |
Board | For | Split 13 FOR, 1 WITHHOLD |
FOR 4 funds |
| WORKDAY INC | June 16, 2026 | To approve, on an advisory basis, the compensation of our named executive officers as disclosed in the Proxy Statement. Say-on-Pay |
Board | For | Split 12 FOR, 20 AGAINST |
AGAINST 15 funds |
| WORKDAY, INC. | June 16, 2026 | To approve the amendment and restatement of our 2022 Equity Incentive Plan to increase the number of shares of common stock reserved for issuance. Compensation |
Board | For | Split 1 FOR, 23 AGAINST |
FOR 14 funds |
| WORKIVA INC. | May 28, 2026 | Approval of the Amendment and Restatement of the Workiva Inc. 2014 Equity Incentive Plan to increase the number of shares that may be issued under the Plan. Compensation |
Board | For | Split 24 FOR, 1 AGAINST |
FOR 4 funds |
| WORKIVA INC. | May 28, 2026 | Election of Directors: Michael M. Crow, Ph.D. Director Elections |
Board | For | Split 13 FOR, 12 WITHHOLD |
FOR 4 funds |
| Weatherford International plc | June 11, 2026 | Election of Directors: Benjamin C. Duster, IV Director Elections |
Board | For | Split 38 FOR, 1 AGAINST |
FOR 8 funds |
| Weatherford International plc | June 11, 2026 | Election of Directors: Jacqueline C. Mutschler Director Elections |
Board | For | Split 38 FOR, 1 AGAINST |
FOR 8 funds |
| Weatherford International plc | June 11, 2026 | Election of Directors: Neal P. Goldman Director Elections |
Board | For | Split 38 FOR, 1 AGAINST |
FOR 8 funds |
| Welltower Inc. | May 21, 2026 | Election of Directors: Ade J. Patton Director Elections |
Board | For | Split 19 FOR, 55 AGAINST |
AGAINST 15 funds |
| Welltower Inc. | May 21, 2026 | Election of Directors: Johnese M. Spisso Director Elections |
Board | For | Split 19 FOR, 55 AGAINST |
AGAINST 15 funds |
| Welltower Inc. | May 21, 2026 | Election of Directors: Kathryn M. Sullivan Director Elections |
Board | For | Split 19 FOR, 55 AGAINST |
AGAINST 15 funds |
| Welltower Inc. | May 21, 2026 | Election of Directors: Sergio D. Rivera Director Elections |
Board | For | Split 19 FOR, 55 AGAINST |
AGAINST 15 funds |
| X4 PHARMACEUTICALS, INC. | May 11, 2026 | To approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | Split 5 FOR, 4 AGAINST |
AGAINST 2 funds |
| XCEL ENERGY INC. | May 20, 2026 | Approval of Xcel Energy Inc.'s executive compensation in an advisory vote (say on pay vote) Say-on-Pay |
Board | For | Split 36 FOR, 1 AGAINST |
FOR 14 funds |
| YEXT, INC. | June 10, 2026 | Approve the amended, restated and extended Yext, Inc. 2016 Equity Incentive Plan. Compensation |
Board | For | Split 11 FOR, 3 AGAINST |
FOR 4 funds |
| Yext, Inc. | June 10, 2026 | Election of Class III Directors: Andrew Sheehan Director Elections |
Board | For | Split 13 FOR, 1 AGAINST |
FOR 4 funds |
| ZETA GLOBAL HOLDINGS CORP. | June 16, 2026 | Approval, on an advisory (non-binding) basis, of the compensation of our named executive officers Say-on-Pay |
Board | For | Split 15 FOR, 2 AGAINST |
FOR 5 funds |
| ZETA GLOBAL HOLDINGS CORP. | June 16, 2026 | Election of Directors: Jeanine Silberblatt Director Elections |
Board | For | Split 1 FOR, 13 WITHHOLD |
WITHHOLD 4 funds |
| ZEVRA THERAPEUTICS, INC. | June 4, 2026 | Election of Directors: Douglas W. Calder Director Elections |
Board | For | Split 13 FOR, 1 WITHHOLD |
FOR 2 funds |
| ZOETIS INC. | May 20, 2026 | Advisory vote to approve our executive compensation. Say-on-Pay |
Board | For | Split 28 FOR, 3 AGAINST |
FOR 16 funds |
| ZOOM COMMUNICATIONS, INC. | June 11, 2026 | Approve, on an advisory non-binding basis, the compensation of our named executive officers as disclosed in our proxy statement. Say-on-Pay |
Board | For | Split 20 FOR, 30 AGAINST |
FOR 12 funds |
| ZOOMINFO TECHNOLOGIES INC. | May 14, 2026 | To approve, on an advisory, non-binding basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | Split 25 FOR, 1 AGAINST |
FOR 9 funds |
| agilon health, inc. | June 2, 2026 | Election of Class II Directors: Karen McLoughlin Director Elections |
Board | For | Split 11 FOR, 1 AGAINST |
FOR 7 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.