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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 itemsSame DifferSplit (not in %)Same position Fund-level
All ballot items 21,37219,538672 1,16296.7%95.2%
Board proposals 19,08317,514572 99796.8%95.4%
E&S shareholder proposals 1691194 4696.7%91.2%
Other items 2,1201,90596 11995.2%93.9%

Where they did not vote alike

Everything Voted differently Split votes

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

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.

CompanyMeetingProposalOn the ballot from Board recommendedFidelityCharles Schwab
SUMMIT THERAPEUTICS INC. June 10, 2026 Approval, by a non-binding advisory vote, of the compensation of our named executive officers.
Say-on-Pay
Board For Split
11 FOR, 17 AGAINST
AGAINST
10 funds
SUN COMMUNITIES, INC. May 12, 2026 To approve, by a non-binding advisory vote, executive compensation.
Say-on-Pay
Board For Split
53 FOR, 1 AGAINST
FOR
17 funds
SUNOPTA INC April 16, 2026 The Executive Compensation Proposal. To approve, on an advisory, non-binding basis, the compensation that may be paid or become payable to SunOpta Inc.'s named executive officers in connection with the consummation of the Arrangement.
Say-on-Pay
Board For Split
15 FOR, 1 AGAINST
FOR
5 funds
SUPER MICRO COMPUTER INC. April 15, 2026 To approve the further amendment and restatement of the Super Micro Computer, Inc. 2020 Equity and Incentive Compensation Plan.
Compensation
Board For Split
21 FOR, 3 AGAINST
FOR
14 funds
SUPER MICRO COMPUTER INC. April 15, 2026 To approve, on a non-binding advisory basis, the compensation of the named executive officers as disclosed in the proxy statement.
Say-on-Pay
Board For Split
25 FOR, 1 AGAINST
FOR
15 funds
SYMBOTIC INC March 5, 2026 To approve an advisory vote on the compensation paid to our named executive officers.
Say-on-Pay
Board For Split
19 FOR, 1 AGAINST
AGAINST
6 funds
SYNAPTICS INCORPORATED October 28, 2025 Proposal to approve the Company's amended and restated 2019 Equity and Incentive Compensation Plan.
Compensation
Board For Split
15 FOR, 2 AGAINST
AGAINST
7 funds
SYNCHRONOSS TECHNOLOGIES, INC. February 12, 2026 To approve, on a non-binding, advisory basis, certain compensation that will or may become payable by Synchronoss to its named executive officers in connection with the Merger.
Say-on-Pay
Board For Split
1 FOR, 6 AGAINST
AGAINST
2 funds
SYNOVUS FINANCIAL CORP. November 6, 2025 To approve, on an advisory (non-binding) basis, the merger-related compensation payments that will or may be paid to Synovus' named executive officers in connection with the Merger.
Say-on-Pay
Board For Split
1 FOR, 37 AGAINST
FOR
12 funds
ServiceNow, Inc. May 21, 2026 Election of Directors: Eric S. Yuan
Director Elections
Board For Split
28 FOR, 1 AGAINST
AGAINST
12 funds
Shoulder Innovations, Inc. June 26, 2026 The election of the Class I directors: Robert Ball
Director Elections
Board For Split
6 FOR, 9 WITHHOLD
WITHHOLD
1 fund
SkyWater Technology, Inc. June 10, 2026 Election of Directors: Dennis J. Goetz
Director Elections
Board For Split
13 FOR, 1 WITHHOLD
FOR
4 funds
Sonic Automotive, Inc. April 29, 2026 Election of Directors: B. Scott Smith
Director Elections
Board For Split
12 FOR, 2 AGAINST
FOR
8 funds
Sonic Automotive, Inc. April 29, 2026 Election of Directors: David Bruton Smith
Director Elections
Board For Split
12 FOR, 2 AGAINST
FOR
8 funds
Sonic Automotive, Inc. April 29, 2026 Election of Directors: Jeff Dyke
Director Elections
Board For Split
12 FOR, 2 AGAINST
FOR
8 funds
Sonic Automotive, Inc. April 29, 2026 Election of Directors: Keri A. Kaiser
Director Elections
Board For Split
3 FOR, 11 AGAINST
FOR
8 funds
Sonic Automotive, Inc. April 29, 2026 Election of Directors: Marcus G. Smith
Director Elections
Board For Split
12 FOR, 2 AGAINST
FOR
8 funds
Sonic Automotive, Inc. April 29, 2026 Election of Directors: Michael Hodge
Director Elections
Board For Split
12 FOR, 2 AGAINST
FOR
8 funds
Sonic Automotive, Inc. April 29, 2026 Election of Directors: R. Eugene Taylor
Director Elections
Board For Split
13 FOR, 1 AGAINST
FOR
8 funds
Sonic Automotive, Inc. April 29, 2026 Election of Directors: William I. Belk
Director Elections
Board For Split
13 FOR, 1 AGAINST
FOR
8 funds
Sonic Automotive, Inc. April 29, 2026 Election of Directors: William R. Brooks
Director Elections
Board For Split
12 FOR, 2 AGAINST
FOR
8 funds
Southern Copper Corporation May 29, 2026 Election of Directors: German Larrea Mota-Velasco
Director Elections
Board For Split
7 FOR, 16 WITHHOLD
FOR
4 funds
Southern Copper Corporation May 29, 2026 Election of Directors: Leonardo Contreras Lerdo de Tejada
Director Elections
Board For Split
7 FOR, 16 WITHHOLD
WITHHOLD
4 funds
Southwest Airlines Co. May 7, 2026 Election of Directors: Lisa M. Atherton
Director Elections
Board For Split
17 FOR, 15 AGAINST
AGAINST
14 funds
Southwest Airlines Co. May 7, 2026 Election of Directors: Patricia A. Watson
Director Elections
Board For Split
17 FOR, 15 AGAINST
AGAINST
14 funds
Southwest Airlines Co. May 7, 2026 Election of Directors: Rakesh Gangwal
Director Elections
Board For Split
17 FOR, 15 AGAINST
AGAINST
14 funds
Southwest Airlines Co. May 7, 2026 Election of Directors: Sarah E. Feinberg
Director Elections
Board For Split
17 FOR, 15 AGAINST
FOR
14 funds
Steelcase Inc. July 9, 2025 Election of ten nominees to the Board of Directors: Catherine C. B. Schmelter
Director Elections
Board For Split
14 FOR, 1 AGAINST
FOR
7 funds
Steelcase Inc. July 9, 2025 Election of ten nominees to the Board of Directors: Cathy D. Ross
Director Elections
Board For Split
14 FOR, 1 AGAINST
FOR
7 funds
Steelcase Inc. July 9, 2025 Election of ten nominees to the Board of Directors: Connie K. Duckworth
Director Elections
Board For Split
14 FOR, 1 AGAINST
FOR
7 funds
Steelcase Inc. July 9, 2025 Election of ten nominees to the Board of Directors: Timothy C. E. Brown
Director Elections
Board For Split
3 FOR, 12 AGAINST
AGAINST
7 funds
Stitch Fix, Inc. December 11, 2025 Election of Directors: Kofi Amoo-Gottfried
Director Elections
Board For Split
5 FOR, 13 WITHHOLD
FOR
7 funds
T-MOBILE US, INC. June 16, 2026 Advisory Vote to Approve the Compensation Provided to the Company's Named Executive Officers for 2025.
Say-on-Pay
Board For Split
40 FOR, 23 AGAINST
AGAINST
15 funds
T1 ENERGY, INC. June 17, 2026 Advisory vote on the compensation of our named executive officers.
Say-on-Pay
Board For Split
12 FOR, 2 AGAINST
AGAINST
3 funds
TALEN ENERGY CORPORATION May 5, 2026 To approve, on an advisory basis, the compensation of our named executive officers.
Say-on-Pay
Board For Split
45 FOR, 1 AGAINST
FOR
13 funds
TAYSHA GENE THERAPIES, INC. June 1, 2026 To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers.
Say-on-Pay
Board For Split
22 FOR, 1 AGAINST
FOR
5 funds
TECHTARGET, INC. June 11, 2026 Election of Directors: Sally Ashford
Director Elections
Board For Split
12 FOR, 1 AGAINST
FOR
4 funds
TECHTARGET, INC. June 11, 2026 To approve an advisory (non-binding) resolution to approve the compensation of our named executive officers.
Say-on-Pay
Board For Split
13 FOR, 1 AGAINST
FOR
5 funds
TELEFLEX INCORPORATED May 15, 2026 Approval, on an advisory basis, of named executive officer compensation.
Say-on-Pay
Board For Split
17 FOR, 10 AGAINST
FOR
12 funds
TELEFLEX INCORPORATED May 15, 2026 Election of Directors: Andrew A. Krakauer
Director Elections
Board For Split
17 FOR, 7 AGAINST
FOR
11 funds
TELEFLEX INCORPORATED May 15, 2026 Election of Directors: Jaewon Ryu
Director Elections
Board For Split
17 FOR, 7 AGAINST
FOR
11 funds
TELEPHONE AND DATA SYSTEMS, INC. May 21, 2026 Election of Directors: C. D. O'Leary
Director Elections
Board For Split
3 FOR, 11 WITHHOLD
WITHHOLD
7 funds
TERADATA CORPORATION May 14, 2026 Approval of the Teradata 2023 Stock Incentive Plan, as Amended and Restated.
Compensation
Board For Split
20 FOR, 6 AGAINST
FOR
10 funds
TESLA, INC. November 6, 2025 A Tesla proposal for approval of the 2025 CEO Performance Award.
Compensation
Board For Split
61 FOR, 8 AGAINST, 10 ABSTAIN
FOR
13 funds
TEXAS CAPITAL BANCSHARES, INC. April 21, 2026 To approve the redomestication of the Company from Delaware to Texas by way of conversion;
Extraordinary Transactions
Board For Split
1 FOR, 16 AGAINST
AGAINST
8 funds
TEXAS ROADHOUSE,INC. May 21, 2026 Say on Pay - An Advisory Vote on the Approval of Executive Compensation
Say-on-Pay
Board For Split
37 FOR, 2 AGAINST
FOR
14 funds
TFS FINANCIAL CORPORATION February 26, 2026 Advisory vote on compensation of named Executive Officers.
Say-on-Pay
Board For Split
1 FOR, 15 AGAINST
AGAINST
6 funds
TFS Financial Corporation February 26, 2026 Election of Directors: WILLIAM C. MULLIGAN
Director Elections
Board For Split
14 FOR, 1 AGAINST
AGAINST
5 funds
THE BANK OF NEW YORK MELLON CORPORATION April 14, 2026 Advisory resolution to approve the 2025 compensation of our named executive officers.
Say-on-Pay
Board For Split
58 FOR, 2 AGAINST
AGAINST
17 funds
THE BOEING COMPANY April 17, 2026 Approve, on an Advisory Basis, Named Executive Officer Compensation.
Say-on-Pay
Board For Split
82 FOR, 2 AGAINST
FOR
15 funds
THE CARLYLE GROUP INC. June 3, 2026 Non-Binding Vote to Approve Named Executive Officer Compensation ("Say-on-Pay")
Compensation
Board For Split
34 FOR, 1 AGAINST
AGAINST
13 funds
THE CHEFS' WAREHOUSE, INC. May 8, 2026 To approve, on a non-binding, advisory basis, the compensation of our named executive officers as disclosed in the 2026 Proxy Statement.
Say-on-Pay
Board For Split
17 FOR, 1 AGAINST
AGAINST
9 funds
THE COCA-COLA COMPANY April 29, 2026 Election of Directors: Thomas S. Gayner
Director Elections
Board For Split
70 FOR, 1 AGAINST
AGAINST
15 funds
THE ESTEE LAUDER COMPANIES INC. November 13, 2025 Advisory vote to approve executive compensation.
Say-on-Pay
Board For Split
59 FOR, 1 AGAINST
AGAINST
14 funds
THE GEO GROUP, INC. April 28, 2026 Advisory vote to approve named executive officer compensation.
Say-on-Pay
Board For Split
18 FOR, 1 AGAINST
AGAINST
8 funds
THE HACKETT GROUP INC April 30, 2026 Election of Director: John R. Harris
Director Elections
Board For Split
13 FOR, 1 AGAINST
FOR
5 funds
THE HAIN CELESTIAL GROUP, INC. October 30, 2025 Proposal to approve an amendment to the 2022 Long Term Incentive and Stock Award Plan.
Compensation
Board For Split
12 FOR, 1 AGAINST
FOR
7 funds
THE HERSHEY COMPANY May 5, 2026 Approve named executive officer compensation on a non-binding advisory basis.
Say-on-Pay
Board For Split
32 FOR, 1 AGAINST
AGAINST
16 funds
THE LOVESAC COMPANY June 9, 2026 To provide advisory approval of the Company's fiscal 2026 compensation for its named executive officers.
Say-on-Pay
Board For Split
12 FOR, 7 AGAINST
FOR
3 funds
THE RMR GROUP INC. March 26, 2026 Advisory vote to approve executive compensation.
Say-on-Pay
Board For Split
13 FOR, 1 AGAINST
FOR
5 funds
THE SCOTTS MIRACLE-GRO COMPANY January 26, 2026 Approval of an amendment and restatement of The Scotts Miracle-Gro Company Long-Term Incentive Plan to, among other things, increase the maximum number of common shares available for grant to participants.
Compensation
Board For Split
14 FOR, 4 AGAINST
AGAINST
8 funds
THE SOUTHERN COMPANY May 13, 2026 Approve amendments to the Restated Certificate of Incorporation to authorize the issuance of preferred stock
Capital Structure
Board For Split
29 FOR, 18 AGAINST
FOR
12 funds
THE TIMKEN COMPANY May 8, 2026 Approval, on an advisory basis, of our named executive officer compensation.
Say-on-Pay
Board For Split
23 FOR, 1 AGAINST
FOR
13 funds
THE TRADE DESK, INC. May 4, 2026 The approval, on a non-binding, advisory basis, the compensation of our named executive officers.
Say-on-Pay
Board For Split
1 FOR, 35 AGAINST
AGAINST
14 funds
THE TRAVELERS COMPANIES, INC. May 20, 2026 Amendment to The Travelers Companies, Inc. Amended and Restated 2023 Stock Incentive Plan.
Compensation
Board For Split
65 FOR, 1 AGAINST
FOR
12 funds
THERMO FISHER SCIENTIFIC INC. May 20, 2026 An advisory vote to approve named executive officer compensation.
Say-on-Pay
Board For Split
74 FOR, 5 AGAINST
AGAINST
16 funds
TIPTREE INC. December 3, 2025 A proposal to approve the merger and the other transactions contemplated by that certain Agreement and Plan of Merger, dated as of September 26, 2025 (the "Merger Agreement"), among Tiptree Inc., a Maryland corporation, The Fortegra Group, Inc., a Delaware corporation ("Fortegra"), DB Insurance Co., Ltd., incorporated and existing under the laws of the Republic of Korea with its registered office at DB Financial Center, 432, Teheran-ro, Gangnam-gu, Seoul, Korea, 06194 ("Purchaser"), and a subsidiary of Purchaser to be incorporated in Delaware following the date of the Merger Agreement and prior to the dosing of the merger in accordance with the terms of the Merger Agreement ("Merger Sub"), pursuant to which Merger Sub will be merged with and into Fortegra, the separate corporate existence of Merger Sub will cease and Fortegra will continue as the surviving corporation and a wholly-owned subsidiary of Purchaser (the "Merger Proposal").
Extraordinary Transactions
Board For Split
15 FOR, 1 AGAINST
FOR
4 funds
TIPTREE INC. April 28, 2026 To approve Amendment No. 2 to the 2017 Omnibus Incentive Plan to (a) extend the term of the 2017 Plan to June 6, 2037, and (b) increase the number of shares of the Company's common stock available for awards thereunder by an additional 4,000,000 shares.
Compensation
Board For Split
3 FOR, 15 AGAINST
FOR
4 funds
TOAST, INC. June 12, 2026 To approve, on an advisory (non-binding) basis, the compensation of our named executive officers.
Say-on-Pay
Board For Split
43 FOR, 2 AGAINST
FOR
12 funds
TOLL BROTHERS, INC. March 10, 2026 The approval, in an advisory and non-binding vote, of the compensation of the Company's named executive officers.
Say-on-Pay
Board For Split
45 FOR, 1 AGAINST
FOR
13 funds
TOOTSIE ROLL INDUSTRIES, INC. May 6, 2026 To approve, on an advisory basis, the overall compensation of the Company's named executive officers for fiscal 2025.
Say-on-Pay
Board For Split
13 FOR, 1 AGAINST
AGAINST
5 funds
TOPBUILD CORP. June 29, 2026 Adoption of the Agreement and Plan of Merger, dated as of April 18, 2026, by and among QXO, Inc. ("QXO"), Titanium MergerCo, Inc. ("Titanium Merger Sub"), Titanium MergerCo 2, LLC ("Forward Merger Sub"), and TopBuild Corp. ("TopBuild") (as that agreement may be amended from time to time, the "merger agreement"), pursuant to which (a) Titanium Merger Sub will merge with and into TopBuild, with TopBuild surviving as a wholly owned subsidiary of QXO (the "Titanium Merger" and the surviving corporation, the "surviving corporation"), and (b) immediately following the Titanium Merger, the surviving corporation will merge with and into Forward Merger Sub, with Forward Merger Sub continuing as the surviving company (together with the Titanium Merger, the "mergers").
Extraordinary Transactions
Board For Split
19 FOR, 19 AGAINST
FOR
13 funds
TRADEWEB MARKETS INC. May 19, 2026 To approve, on an advisory basis, the compensation of our named executive officers.
Say-on-Pay
Board For Split
27 FOR, 7 AGAINST
AGAINST
15 funds
TRANSOCEAN LTD May 22, 2026 Advisory Vote to Approve Named Executive Officer Compensation for Fiscal Year 2026
Say-on-Pay
Board For Split
15 FOR, 1 AGAINST
FOR
8 funds
TREDEGAR CORPORATION May 8, 2026 Non-Binding Advisory Vote to Approve Named Executive Officer Compensation.
Say-on-Pay
Board For Split
7 FOR, 1 AGAINST
FOR
6 funds
TREEHOUSE FOODS, INC. January 29, 2026 Approval, on a non-binding, advisory basis, of specified compensation that may be paid or become payable to TreeHouse Foods' named executive officers in connection with the Merger and contemplated by the Merger Agreement.
Say-on-Pay
Board For Split
20 FOR, 1 AGAINST
FOR
8 funds
TREX COMPANY, INC. April 28, 2026 Non-binding advisory vote on executive compensation ("say-on-pay")
Compensation
Board For Split
15 FOR, 13 AGAINST
AGAINST
13 funds
TRI POINTE HOMES, INC. April 16, 2026 To approve, on a non-binding, advisory basis, 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 Merger Agreement and the transactions contemplated therein.
Say-on-Pay
Board For Split
1 FOR, 20 AGAINST
AGAINST
8 funds
TRIMAS CORPORATION May 20, 2026 Approval, on a non-binding advisory basis, of the compensation paid to the Company's Named Executive Officers.
Say-on-Pay
Board For Split
14 FOR, 1 AGAINST
FOR
8 funds
TWILIO INC. June 16, 2026 To approve the Twilio Inc. Amended and Restated 2016 Stock Option and Incentive Plan.
Compensation
Board For Split
48 FOR, 1 AGAINST
FOR
13 funds
TYSON FOODS, INC. February 5, 2026 To approve the amendment and restatement of the Tyson Foods, Inc. 2000 Stock Incentive Plan, a copy of which is attached to the Proxy Statement as Exhibit A.
Compensation
Board For Split
3 FOR, 16 AGAINST
FOR
13 funds
Taboola.com Ltd. June 9, 2026 Election of Directors: Nechemia J. Peres
Director Elections
Board For Split
2 FOR, 1 AGAINST
FOR
2 funds
Target Corporation June 10, 2026 Election of Directors: Brian C. Cornell
Director Elections
Board For Split
15 FOR, 44 AGAINST
FOR
13 funds
Target Corporation June 10, 2026 Election of Directors: Christine A. Leahy
Director Elections
Board For Split
15 FOR, 44 AGAINST
FOR
13 funds
Tectonic Therapeutic, Inc. June 8, 2026 Election of Directors: Timothy A. Springer, Ph.D.
Director Elections
Board For Split
12 FOR, 5 WITHHOLD
FOR
2 funds
The Chefs' Warehouse, Inc. May 8, 2026 Election of Directors: Aylwin Lewis
Director Elections
Board For Split
15 FOR, 1 AGAINST
AGAINST
7 funds
The GEO Group, Inc. April 28, 2026 Election of Directors: Jack Brewer
Director Elections
Board For Split
15 FOR, 1 AGAINST
FOR
7 funds
The Gap, Inc. May 12, 2026 Election of Directors: Robert J. Fisher
Director Elections
Board For Split
14 FOR, 24 AGAINST
FOR
11 funds
The Hershey Company May 5, 2026 Election of Directors: Deirdre A. Mahlan
Director Elections
Board For Split
8 FOR, 20 AGAINST
FOR
15 funds
The Hershey Company May 5, 2026 Election of Directors: Harold Singleton III
Director Elections
Board For Split
28 FOR, 1 AGAINST
FOR
15 funds
The Hershey Company May 5, 2026 Election of Directors: Huong Maria T. Kraus
Director Elections
Board For Split
28 FOR, 1 AGAINST
AGAINST
15 funds
The Hershey Company May 5, 2026 Election of Directors: Timothy W. Curoe
Director Elections
Board For Split
28 FOR, 1 AGAINST
FOR
15 funds
Toast, Inc. June 12, 2026 Election of Directors: Kent Bennett
Director Elections
Board For Split
37 FOR, 1 WITHHOLD
FOR
11 funds
Toast, Inc. June 12, 2026 Election of Directors: Susan Chapman-Hughes
Director Elections
Board For Split
37 FOR, 1 WITHHOLD
FOR
11 funds
Tredegar Corporation May 8, 2026 Election of Directors: Carl E. Tack III
Director Elections
Board For Split
6 FOR, 1 AGAINST
FOR
5 funds
Tredegar Corporation May 8, 2026 Election of Directors: Christine R. Vlahcevic
Director Elections
Board For Split
6 FOR, 1 AGAINST
FOR
5 funds
Tredegar Corporation May 8, 2026 Election of Directors: George C. Freeman III
Director Elections
Board For Split
6 FOR, 1 AGAINST
FOR
5 funds
Tyson Foods, Inc. February 5, 2026 Election of Directors: Cheryl S. Miller
Director Elections
Board For Split
1 FOR, 18 AGAINST
FOR
13 funds
Tyson Foods, Inc. February 5, 2026 Election of Directors: David J. Bronczek
Director Elections
Board For Split
15 FOR, 4 AGAINST
FOR
13 funds
Tyson Foods, Inc. February 5, 2026 Election of Directors: John R. Tyson
Director Elections
Board For Split
16 FOR, 2 AGAINST
FOR
13 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.