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
1,569 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 |
|---|---|---|---|---|---|---|
| Pernod Ricard SA | October 27, 2025 | 2024 Remuneration of Alexandre Ricard, Chair and CEO Compensation |
Board | For | FOR 1 fund |
AGAINST 5 funds |
| Pernod Ricard SA | October 27, 2025 | Elect Societe Paul Ricard (Patricia Ricard Giron) Director Elections |
Board | For | FOR 1 fund |
AGAINST 5 funds |
| Power Grid Corporation of India Limited | August 26, 2025 | Elect Abhay Bakre Director Elections |
Board | For | AGAINST 1 fund |
FOR 4 funds |
| Power Grid Corporation of India Limited | August 26, 2025 | Elect Naveen Srivastava Director Elections |
Board | For | FOR 1 fund |
AGAINST 4 funds |
| Power Solutions International, Inc. | July 24, 2025 | To approve the amendment of the Amended and Restated 2012 Incentive Compensation Plan to extend the expiration date. Compensation |
Board | For | AGAINST 5 funds |
FOR 3 funds |
| Prairie Operating Co. | June 3, 2026 | The election of each of the director nominees: Stephen Lee Director Elections |
Board | For | AGAINST 6 funds |
FOR 1 fund |
| PrimeEnergy Resources Corporation | June 10, 2026 | Election of Directors: Beverly A. Cummings Director Elections |
Board | For | WITHHOLD 13 funds |
FOR 2 funds |
| PrimeEnergy Resources Corporation | June 10, 2026 | Election of Directors: Charles E. Drimal, Jr. Director Elections |
Board | For | WITHHOLD 13 funds |
FOR 2 funds |
| PrimeEnergy Resources Corporation | June 10, 2026 | Election of Directors: H. Gifford Fong Director Elections |
Board | For | FOR 13 funds |
WITHHOLD 2 funds |
| Prosus N.V. | August 20, 2025 | Elect Jacobus (Koos) P. Bekker to the Board of Directors Director Elections |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| Prosus N.V. | August 20, 2025 | Elect Phuti Mahanyele-Dabengwa to the Board of Directors Director Elections |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| Prosus N.V. | August 20, 2025 | Elect Sharmistha Dubey to the Board of Directors Director Elections |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| QIAGEN N.V. | June 24, 2026 | Elect Robert W. McMahon Director Elections |
Board | For | FOR 1 fund |
AGAINST 5 funds |
| QIAGEN N.V. | June 24, 2026 | Management Board Remuneration Policy Compensation |
Board | For | FOR 1 fund |
AGAINST 5 funds |
| QUICKLOGIC CORPORATION | May 7, 2026 | To approve, on a non-binding advisory basis, the compensation of QuickLogic's named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 2 funds |
| RACKSPACE TECHNOLOGY, INC. | June 18, 2026 | Approve an amendment to the Company's 2020 Equity Incentive Plan to increase the number of shares of common stock authorized to be issued under the plan. Compensation |
Board | For | AGAINST 12 funds |
FOR 4 funds |
| RACKSPACE TECHNOLOGY, INC. | June 18, 2026 | Non-binding advisory vote to approve the compensation of the Company's named executive officers as described in the proxy statement. Say-on-Pay |
Board | For | FOR 13 funds |
AGAINST 5 funds |
| RAMACO RESOURCES, INC. | June 10, 2026 | To approve an amendment to the Ramaco Resources, Inc. Long-Term Incentive Plan ("LTIP") to increase the number of shares of Class A common stock subject to the LTIP by an additional 4,000,000 shares. Compensation |
Board | For | FOR 14 funds |
AGAINST 4 funds |
| RCM TECHNOLOGIES, INC. | December 18, 2025 | Approve our 2025 Omnibus Equity Compensation Plan. Compensation |
Board | For | FOR 6 funds |
AGAINST 2 funds |
| REGENXBIO INC. | May 29, 2026 | To approve a stock option exchange for our executive employees. Compensation |
Board | For | AGAINST 14 funds |
FOR 4 funds |
| REPUBLIC BANCORP, INC. | April 23, 2026 | Election of Directors: A. Scott Trager Director Elections |
Board | For | FOR 13 funds |
WITHHOLD 4 funds |
| REZOLUTE, INC. | November 19, 2025 | To approve, by a non-binding advisory vote, the compensation of the Company's named executive officers as disclosed in the Executive Compensation section of the Proxy Statement. Say-on-Pay |
Board | For | AGAINST 23 funds |
FOR 5 funds |
| RIGEL PHARMACEUTICALS, INC. | May 14, 2026 | To ratify the selection of Ernst & Young LLP as the independent registered public accounting firm of the Company for its fiscal year ending December 31, 2026. Audit-related |
Board | For | FOR 14 funds |
AGAINST 5 funds |
| ROYAL CARIBBEAN CRUISES LTD. | May 28, 2026 | Election of Directors John F. Brock Director Elections |
Board | For | AGAINST 1 fund |
FOR 15 funds |
| RXO, Inc. | May 12, 2026 | Election of Directors: Thomas Szlosek Director Elections |
Board | For | FOR 14 funds |
AGAINST 7 funds |
| Radiant Logistics, Inc. | November 13, 2025 | Election of Directors: Richard P. Palmieri Director Elections |
Board | For | FOR 9 funds |
AGAINST 2 funds |
| Renault SA | April 30, 2026 | Elect Marie-Jose Donsion Director Elections |
Board | For | FOR 1 fund |
AGAINST 4 funds |
| Reservoir Media, Inc. | August 7, 2025 | Election of Directors: Neil de Gelder Director Elections |
Board | For | AGAINST 8 funds |
FOR 2 funds |
| Resolute Holdings Management, Inc. | June 11, 2026 | Election of Directors: Thomas R. Knott Director Elections |
Board | For | FOR 14 funds |
WITHHOLD 3 funds |
| Revolve Group, Inc. | June 5, 2026 | The election of directors: Melanie Cox Director Elections |
Board | For | FOR 19 funds |
WITHHOLD 5 funds |
| Rheinmetall AG | May 12, 2026 | Remuneration Report Compensation |
Board | For | FOR 1 fund |
AGAINST 5 funds |
| Rigel Pharmaceuticals, Inc. | May 14, 2026 | Election of Directors: Alison Hannah, M.D. Director Elections |
Board | For | FOR 14 funds |
AGAINST 5 funds |
| Royalty Pharma Plc | June 4, 2026 | Election of Directors: Vlad Coric, M.D. Director Elections |
Board | For | FOR 50 funds |
AGAINST 12 funds |
| SALESFORCE, INC. | May 28, 2026 | Approval, on an advisory basis, of the fiscal 2026 compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 63 funds |
AGAINST 16 funds |
| SALESFORCE, INC. | May 28, 2026 | Election of Directors. John V. Roos Director Elections |
Board | For | FOR 1 fund |
AGAINST 14 funds |
| SALESFORCE, INC. | May 28, 2026 | Election of Directors. Mason Morfit Director Elections |
Board | For | FOR 1 fund |
AGAINST 14 funds |
| SALESFORCE, INC. | May 28, 2026 | Election of Directors. Neelie Kroes Director Elections |
Board | For | FOR 1 fund |
AGAINST 14 funds |
| SALESFORCE, INC. | May 28, 2026 | Election of Directors. Robin Washington Director Elections |
Board | For | AGAINST 1 fund |
FOR 14 funds |
| SCHRODINGER, INC. | June 22, 2026 | Approval of an amendment to the Schrodinger, Inc. 2022 Equity Incentive Plan, as amended, to increase the number of shares of common stock available for issuance thereunder by 3,000,000 shares. Compensation |
Board | For | FOR 14 funds |
AGAINST 3 funds |
| SECURITY NATIONAL FINANCIAL CORPORATION | June 26, 2026 | The amendment of the Company's 2022 Equity Incentive Plan to provide that up to 500,000 of the shares previously authorized to be issued only as Class A common stock may instead be issued as Class C common stock. Compensation |
Board | For | FOR 6 funds |
AGAINST 2 funds |
| SERVICE CORPORATION INTERNATIONAL | May 6, 2026 | Election of Directors: Marcus A. Watts Director Elections |
Board | For | AGAINST 37 funds |
FOR 12 funds |
| SES AI CORPORATION | October 1, 2025 | To elect the one Class III director nominee to hold office until the 2028 Annual Meeting of Stockholders. Dr. Qichao Hu Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 3 funds |
| SHARKNINJA INCORPORATION | June 18, 2026 | To approve, on a non-binding advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 61 funds |
AGAINST 14 funds |
| SHOPIFY INC. | June 16, 2026 | Election of Director: Joseph Natale Director Elections |
Board | For | AGAINST 1 fund |
FOR 3 funds |
| SHOPIFY INC. | June 16, 2026 | Non-binding Advisory Vote on Executive Compensation Non-binding advisory vote that the shareholders accept Shopify Inc.'s approach to executive compensation as disclosed in the Management Information Circular for the Meeting. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 6 funds |
| SIMULATIONS PLUS, INC. | February 12, 2026 | Approval of an amendment to the Company's 2021 Equity Incentive Plan, as amended, to increase the number of shares authorized for issuance thereunder from 2,500,000 shares to 3,450,000 shares of common stock of the Company. Compensation |
Board | For | AGAINST 11 funds |
FOR 3 funds |
| SITE CENTERS CORP. | May 13, 2026 | Election of Directors: John M. Cattonar Director Elections |
Board | For | FOR 14 funds |
AGAINST 4 funds |
| SIX FLAGS ENTERTAINMENT CORPORATION | May 26, 2026 | Confirm the appointment of Deloitte & Touche LLP as our independent registered public accounting firm; Audit-related |
Board | For | FOR 13 funds |
AGAINST 7 funds |
| SK hynix Inc. | March 25, 2026 | Elect KIM Zeong Won Director Elections |
Board | For | FOR 1 fund |
AGAINST 5 funds |
| SKILLZ INC. | December 29, 2025 | Advisory vote on the Company's executive compensation. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 2 funds |
| SKYWORKS SOLUTIONS, INC. | May 13, 2026 | Election of Director to serve until the 2027 Annual Meeting of Stockholders: Kevin L. Beebe Director Elections |
Board | For | AGAINST 1 fund |
FOR 15 funds |
| SL Green Realty Corp. | June 2, 2026 | Election of Directors: Andrew W. Mathias Director Elections |
Board | For | FOR 15 funds |
AGAINST 9 funds |
| SL Green Realty Corp. | June 2, 2026 | Election of Directors: Lauren B. Dillard Director Elections |
Board | For | FOR 15 funds |
AGAINST 9 funds |
| SL Green Realty Corp. | June 2, 2026 | Election of Directors: Peggy Lamb Director Elections |
Board | For | FOR 15 funds |
AGAINST 9 funds |
| SMC CORPORATION | June 26, 2026 | Elect Toshimasa Iue Director Elections |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| SMITH-MIDLAND CORPORATION | August 1, 2025 | Election of directors: Matthew I. Smith Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 2 funds |
| SMITHFIELD FOODS, INC. | June 2, 2026 | Elect WAN Long Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 7 funds |
| SOMNIGROUP INTERNATIONAL INC. | May 13, 2026 | APPROVAL OF AN AMENDMENT TO THE COMPANY'S AMENDED AND RESTATED CERTIFICATE OF INCORPORATION TO INCREASE THE NUMBER OF AUTHORIZED SHARES OF COMMON STOCK FROM 500,000,000 TO 1,000,000,000. Capital Structure |
Board | For | AGAINST 77 funds |
FOR 12 funds |
| SONIC AUTOMOTIVE, INC. | April 29, 2026 | Approval of the amendment and restatement of the Sonic Automotive, Inc. 2012 Formula Restricted Stock and Deferral Plan for Non-Employee Directors. Compensation |
Board | For | FOR 14 funds |
AGAINST 8 funds |
| SPYRE THERAPEUTICS INC. | May 27, 2026 | To approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 35 funds |
AGAINST 5 funds |
| STAR HOLDINGS | May 21, 2026 | Election of Trustees: Richard Lieb Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 1 fund |
| STARZ ENTERTAINMENT CORP. | May 15, 2026 | Election of Directors: Bruce Mann Director Elections |
Board | For | FOR 11 funds |
WITHHOLD 2 funds |
| STARZ ENTERTAINMENT CORP. | May 15, 2026 | Election of Directors: Ed Wilson Director Elections |
Board | For | FOR 11 funds |
WITHHOLD 2 funds |
| STARZ ENTERTAINMENT CORP. | May 15, 2026 | Election of Directors: Emily Fine Director Elections |
Board | For | FOR 11 funds |
WITHHOLD 2 funds |
| STARZ ENTERTAINMENT CORP. | May 15, 2026 | Election of Directors: Hardwick Simmons Director Elections |
Board | For | FOR 11 funds |
WITHHOLD 2 funds |
| STARZ ENTERTAINMENT CORP. | May 15, 2026 | Election of Directors: Jeffrey A. Hirsch Director Elections |
Board | For | FOR 11 funds |
WITHHOLD 2 funds |
| STARZ ENTERTAINMENT CORP. | May 15, 2026 | Election of Directors: Joshua Sapan Director Elections |
Board | For | FOR 11 funds |
WITHHOLD 2 funds |
| STARZ ENTERTAINMENT CORP. | May 15, 2026 | Election of Directors: Lisa Gersh Director Elections |
Board | For | FOR 11 funds |
WITHHOLD 2 funds |
| STARZ ENTERTAINMENT CORP. | May 15, 2026 | Election of Directors: Mark H. Rachesky, M.D. Director Elections |
Board | For | FOR 11 funds |
WITHHOLD 2 funds |
| STARZ ENTERTAINMENT CORP. | May 15, 2026 | Election of Directors: Michael Burns Director Elections |
Board | For | FOR 11 funds |
WITHHOLD 2 funds |
| STARZ ENTERTAINMENT CORP. | May 15, 2026 | Election of Directors: Mignon Clyburn Director Elections |
Board | For | FOR 11 funds |
WITHHOLD 2 funds |
| STEELCASE INC. | December 5, 2025 | Proposal to approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to Steelcase's named executive officers that is based on or otherwise relates to the mergers contemplated by the Merger Agreement (the ''Steelcase compensation proposal''). Say-on-Pay |
Board | For | AGAINST 12 funds |
FOR 8 funds |
| STEPSTONE GROUP INC | September 9, 2025 | To ratify the appointment of Ernst & Young LLP as the Company's independent registered public accounting firm for the fiscal year ending March 31, 2026. Audit-related |
Board | For | FOR 20 funds |
AGAINST 4 funds |
| STRATA CRITICAL MEDICAL, INC. | May 28, 2026 | Advisory Vote on the Compensation of our Named Executive Officers. Say-on-Pay |
Board | For | FOR 12 funds |
AGAINST 3 funds |
| Samsung C&T Corporation | March 20, 2026 | Financial Statements and Allocation of Profits/Dividends Capital Structure |
Board | For | AGAINST 1 fund |
FOR 4 funds |
| Samsung Electro-Mechanics Co., Ltd. | March 18, 2026 | Election of Independent Director to Be Appointed as Audit Committee Member: CHOI Jong Ku Director Elections |
Board | For | FOR 1 fund |
AGAINST 4 funds |
| Samsung Electro-Mechanics Co., Ltd. | March 18, 2026 | Election of Independent Director to Be Appointed as Audit Committee Member: KIM Mi Young Director Elections |
Board | For | FOR 1 fund |
AGAINST 4 funds |
| Samsung Electronics Co., Ltd. | March 18, 2026 | Elect KIM Yong Kwan Director Elections |
Board | For | FOR 1 fund |
AGAINST 5 funds |
| Samsung Fire & Marine Insurance Co., Ltd. | March 20, 2026 | Directors' Fees Compensation |
Board | For | FOR 1 fund |
AGAINST 3 funds |
| Samsung Fire & Marine Insurance Co., Ltd. | March 20, 2026 | Elect KIM Jae Shin Director Elections |
Board | For | FOR 1 fund |
AGAINST 3 funds |
| Samsung Fire & Marine Insurance Co., Ltd. | March 20, 2026 | Election of Independent Director to Be Appointed as Audit Committee Member: PARK Jin Hei Director Elections |
Board | For | FOR 1 fund |
AGAINST 3 funds |
| Sandvik AB | April 28, 2026 | Adoption of Share-Based Incentives (LTI 2026) Compensation |
Board | For | FOR 1 fund |
AGAINST 5 funds |
| Sandvik AB | April 28, 2026 | Elect Claes Boustedt Director Elections |
Board | For | FOR 1 fund |
AGAINST 5 funds |
| Sandvik AB | April 28, 2026 | Remuneration Report Compensation |
Board | For | FOR 1 fund |
AGAINST 5 funds |
| Sansan, Inc. | August 26, 2025 | Elect Toru Akaura Director Elections |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| ServiceNow, Inc. | May 21, 2026 | Election of Directors: Joseph Larry Quinlan Director Elections |
Board | For | AGAINST 1 fund |
FOR 12 funds |
| Shell plc | May 19, 2026 | Elect Holly K. Koeppel Director Elections |
Board | For | AGAINST 1 fund |
FOR 6 funds |
| Silvercrest Asset Management Group Inc. | June 3, 2026 | The election as director of the nominee listed below: Brian D. Dunn Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 2 funds |
| Singapore Telecommunications Limited | July 29, 2025 | Elect Gail P. Kelly Director Elections |
Board | For | FOR 1 fund |
AGAINST 5 funds |
| Singapore Telecommunications Limited | July 29, 2025 | Elect John Lindsay Arthur Director Elections |
Board | For | FOR 1 fund |
AGAINST 5 funds |
| Snowflake Inc. | June 29, 2026 | Election of Class III Directors for term expiring in 2029: Teresa Briggs Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 10 funds |
| Societe Generale | May 27, 2026 | 2026 Remuneration Policy (CEO and Deputy CEO) Compensation |
Board | For | FOR 1 fund |
AGAINST 6 funds |
| Strawberry Fields REIT, Inc. | May 7, 2026 | Election of Directors: Mark Myers Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 1 fund |
| Strawberry Fields REIT, Inc. | May 7, 2026 | Election of Directors: Stanford Gertz Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 1 fund |
| Strawberry Fields REIT, Inc. | May 7, 2026 | Election of Directors: Ted Lerman Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 1 fund |
| Sumitomo Realty & Development Co., Ltd. | June 26, 2026 | Elect Kojun Nishima Director Elections |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| Sun Pharmaceuticals Industries Limited | July 31, 2025 | Elect and Appoint Vidhi Shanghvi (Whole-Time Director); Approval of Remuneration Director Elections |
Board | For | FOR 1 fund |
AGAINST 3 funds |
| TABOOLA.COM LTD. | June 9, 2026 | To approve the compensation terms for our Chief Executive Officer (and Director). Compensation |
Board | For | FOR 3 funds |
AGAINST 2 funds |
| TECHTARGET, INC. | June 11, 2026 | Election of Directors: Perfecto Sanchez Director Elections |
Board | For | FOR 13 funds |
AGAINST 4 funds |
| TELOS CORPORATION | May 7, 2026 | AMENDMENT TO THE AMENDED AND RESTATED 2016 OMNIBUS LONG-TERM INCENTIVE PLAN: To approve Amendment No. 2 to the Amended and Restated 2016 Omnibus Long-Term Incentive Plan of the Company, substantially in the form attached hereto as Exhibit A (the "Plan Amendment"). Compensation |
Board | For | FOR 13 funds |
AGAINST 4 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.