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 |
|---|---|---|---|---|---|---|
| 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 |
| 1ST SOURCE CORPORATION | April 23, 2026 | Election of Directors for terms expiring April 2029: Timothy K. Ozark Director Elections |
Board | For | Split 4 FOR, 14 AGAINST |
FOR 5 funds |
| 3D SYSTEMS CORPORATION | May 14, 2026 | The approval of the amendment and restatement of the 2015 Incentive Plan to increase the number of shares reserved for issuance thereunder by 4,000,000 shares and to extend the term until 2036. Compensation |
Board | For | Split 10 FOR, 1 AGAINST |
FOR 4 funds |
| A10 NETWORKS, INC. | April 22, 2026 | To approve, on an advisory and non-binding basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | Split 13 FOR, 1 AGAINST |
FOR 5 funds |
| ABBOTT LABORATORIES | April 24, 2026 | Say on Pay - An Advisory Vote on the Approval of Executive Compensation Say-on-Pay |
Board | For | Split 42 FOR, 2 AGAINST |
FOR 17 funds |
| ABEONA THERAPEUTICS INC. | June 12, 2026 | To approve an increase in the number of shares reserved for issuance under the Second Amended and Restated Abeona Therapeutics Inc. 2023 Equity Incentive Plan from 8,400,000 to 11,500,000. Compensation |
Board | For | Split 12 FOR, 1 AGAINST |
FOR 2 funds |
| ACADIA HEALTHCARE COMPANY, INC. | May 6, 2026 | Advisory vote on the compensation of the Company's named executive officers as presented in the Proxy Statement. Say-on-Pay |
Board | For | Split 26 FOR, 1 AGAINST |
FOR 9 funds |
| ACADIA REALTY TRUST | May 13, 2026 | THE APPROVAL, ON A NON-BINDING ADVISORY BASIS, OF THE COMPENSATION OF NAMED EXECUTIVE OFFICERS AS DISCLOSED IN THE COMPANY'S 2026 PROXY STATEMENT. Say-on-Pay |
Board | For | Split 34 FOR, 1 AGAINST |
FOR 10 funds |
| ACADIAN ASSET MANAGEMENT INC. | June 11, 2026 | Election of Directors: Andrew Kim Director Elections |
Board | For | Split 14 FOR, 4 AGAINST |
AGAINST 8 funds |
| ACADIAN ASSET MANAGEMENT INC. | June 11, 2026 | Election of Directors: John Paulson Director Elections |
Board | For | Split 14 FOR, 4 AGAINST |
FOR 8 funds |
| ACADIAN ASSET MANAGEMENT INC. | June 11, 2026 | Election of Directors: Kelly Young Director Elections |
Board | For | Split 15 FOR, 3 AGAINST |
FOR 8 funds |
| ACLARIS THERAPEUTICS, INC. | June 4, 2026 | To approve, on an advisory basis, the compensation of our named executive officers, as disclosed in the proxy statement accompanying the proxy card. Say-on-Pay |
Board | For | Split 11 FOR, 4 AGAINST |
FOR 3 funds |
| ACM Research, Inc. | June 10, 2026 | Election of Directors: Tracy Liu Director Elections |
Board | For | Split 15 FOR, 3 WITHHOLD |
FOR 5 funds |
| ADOBE INC. | April 15, 2026 | Approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | Split 50 FOR, 5 AGAINST |
AGAINST 15 funds |
| ADT INC. | May 27, 2026 | Advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | Split 16 FOR, 10 AGAINST |
FOR 14 funds |
| ADT Inc. | May 27, 2026 | Election of Directors To be elected for terms expiring in 2027: Danielle Tiedt Director Elections |
Board | For | Split 16 FOR, 7 WITHHOLD |
FOR 13 funds |
| ADT Inc. | May 27, 2026 | Election of Directors To be elected for terms expiring in 2027: Sigal Zarmi Director Elections |
Board | For | Split 16 FOR, 7 WITHHOLD |
FOR 13 funds |
| ADT Inc. | May 27, 2026 | Election of Directors To be elected for terms expiring in 2027: Thomas Gartland Director Elections |
Board | For | Split 16 FOR, 7 WITHHOLD |
FOR 13 funds |
| ADTRAN Holdings, Inc. | July 24, 2025 | Election of Directors: Balan Nair Director Elections |
Board | For | Split 11 FOR, 2 AGAINST |
AGAINST 5 funds |
| ADVANCE AUTO PARTS, INC. | May 20, 2026 | Approve, by advisory vote, the compensation of our named executive officers. Say-on-Pay |
Board | For | Split 12 FOR, 7 AGAINST |
FOR 7 funds |
| ADVANCED DRAINAGE SYSTEMS, INC. | July 17, 2025 | Approval, in a non-binding advisory vote, of the compensation for named executive officers. Say-on-Pay |
Board | For | Split 25 FOR, 1 AGAINST |
FOR 16 funds |
| AERSALE CORPORATION | June 11, 2026 | Approval, on an advisory basis, of the Company's named executive officer compensation. Compensation |
Board | For | Split 11 FOR, 2 AGAINST |
FOR 3 funds |
| AGIOS PHARMACEUTICALS, INC. | June 18, 2026 | To approve an amendment to the Agios Pharmaceuticals, Inc. 2023 Stock Incentive Plan, as Amended, to increase the number of shares of common stock available thereunder by 2,000,000 shares. Compensation |
Board | For | Split 15 FOR, 1 AGAINST |
FOR 4 funds |
| AH REALTY TRUST, INC. | June 17, 2026 | Ratification of the appointment of KPMG LLP as our independent registered public accounting firm for our fiscal year ending December 31, 2026. Audit-related |
Board | For | Split 2 FOR, 12 AGAINST |
FOR 4 funds |
| AIRBNB INC | June 5, 2026 | To approve, on an advisory (non-binding) basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | Split 58 FOR, 1 AGAINST |
FOR 15 funds |
| AKAMAI TECHNOLOGIES, INC. | May 13, 2026 | To approve an amendment to our Second Amended and Restated 2013 Stock Incentive Plan to increase the number of shares of common stock authorized for issuance thereunder by 8,000,000 shares. Compensation |
Board | For | Split 20 FOR, 10 AGAINST |
FOR 14 funds |
| ALIGN TECHNOLOGY, INC. | May 20, 2026 | Advisory Vote to Approve the Compensation of our Named Executive Officers Say-on-Pay |
Board | For | Split 28 FOR, 1 AGAINST |
FOR 15 funds |
| ALKAMI TECHNOLOGY INC | May 19, 2026 | To approve, on a non-binding advisory basis, the compensation of our named executive officers, or NEOs. Say-on-Pay |
Board | For | Split 14 FOR, 3 AGAINST |
FOR 6 funds |
| ALKAMI TECHNOLOGY INC | May 19, 2026 | To elect the three nominees for director named herein to serve as Class II directors to hold office until the 2029 Annual Meeting of Stockholders or until their respective successors are duly elected and qualified. Charles Kane Director Elections |
Board | For | Split 14 FOR, 2 WITHHOLD |
FOR 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.