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
1,834 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 |
| AKAMAI TECHNOLOGIES, INC. | May 13, 2026 | To vote upon a shareholder proposal requiring the Company to provide a report on political spending. Other Social Issues |
Shareholder (E&S) | Against | Split 10 FOR, 20 AGAINST |
AGAINST 14 funds |
| ALBERTSONS COMPANIES, INC. | August 7, 2025 | Stockholder Proposal Regarding Food Waste Reporting. Environment or Climate |
Shareholder (E&S) | Against | Split 2 FOR, 68 AGAINST |
AGAINST 12 funds |
| ALBERTSONS COMPANIES, INC. | August 7, 2025 | Stockholder Proposal for a Report on Human Rights Policy and Human Rights Due Diligence. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 2 FOR, 68 AGAINST |
AGAINST 12 funds |
| ALPHABET INC. | June 5, 2026 | Shareholder proposal regarding a report on water usage and AI development Environment or Climate |
Shareholder (E&S) | Against | Split 6 FOR, 121 AGAINST |
AGAINST 16 funds |
| ALPHABET INC. | June 5, 2026 | Shareholder proposal regarding an enhanced disclosure on climate goals Environment or Climate |
Shareholder (E&S) | Against | Split 95 FOR, 31 AGAINST |
AGAINST 16 funds |
| AMAZON.COM, INC. | May 20, 2026 | SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON IMPACT OF DATA CENTERS ON CLIMATE COMMITMENTS Environment or Climate |
Shareholder (E&S) | Against | Split 96 FOR, 25 AGAINST |
AGAINST 15 funds |
| ARCBEST CORPORATION | April 24, 2026 | A shareholder proposal to approve GHG emissions reduction targets, if properly presented at the Annual Meeting. Environment or Climate |
Shareholder (E&S) | Against | Split 12 FOR, 13 AGAINST |
AGAINST 7 funds |
| ARCHER-DANIELS-MIDLAND COMPANY | May 7, 2026 | Stockholder Proposal Regarding Issuance of a Report on Pesticide Use Data Reporting in Regenerative Agriculture Program Disclosures. Other Social Issues |
Shareholder (E&S) | Against | Split 1 FOR, 23 AGAINST |
AGAINST 14 funds |
| AUTONATION, INC. | April 28, 2026 | Adoption of stockholder proposal regarding GHG report. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 23 AGAINST |
AGAINST 11 funds |
| BERKSHIRE HATHAWAY INC. | May 2, 2026 | Shareholder proposal requesting that the Company issue a report disclosing the Board's oversight framework for workforce and human-capital management across its operating subsidiaries. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 28 FOR, 17 AGAINST |
AGAINST 12 funds |
| BJ'S WHOLESALE CLUB HOLDINGS, INC. | June 18, 2026 | Vote on a shareholder proposal regarding a report on deforestation in the company's own-brand supply chain, if properly presented at the meeting. Environment or Climate |
Shareholder (E&S) | Against | Split 29 FOR, 17 AGAINST |
AGAINST 13 funds |
| BJ'S WHOLESALE CLUB HOLDINGS, INC. | June 18, 2026 | Vote on a shareholder proposal regarding a report on greenhouse gas emissions reduction efforts, if properly presented at the meeting. Environment or Climate |
Shareholder (E&S) | Against | Split 29 FOR, 17 AGAINST |
AGAINST 13 funds |
| CASEY'S GENERAL STORES, INC. | September 3, 2025 | Shareholder proposal regarding Scope 3 greenhouse gas reduction targets. Environment or Climate |
Shareholder (E&S) | Against | Split 3 FOR, 35 AGAINST |
AGAINST 13 funds |
| DOLLAR GENERAL CORPORATION | May 28, 2026 | To vote on a shareholder proposal asking the Board to report on the feasibility of adopting a comprehensive human rights policy stating the Company's commitment to respect human rights, in alignment with international human rights standards, throughout its operation and value chain. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 10 FOR, 17 AGAINST |
AGAINST 13 funds |
| FASTENAL COMPANY | April 23, 2026 | Shareholder proposal relating to an EEO-1 reporting disclosure policy, if properly presented at the annual meeting. Human Rights or Human Capital/workforce |
Shareholder (E&S) | None | Split 12 FOR, 24 AGAINST |
AGAINST 17 funds |
| GENERAL MILLS, INC. | September 30, 2025 | Shareholder Proposal - Disclosure of Regenerative Agriculture Practices Within Supply Chain. Other Social Issues |
Shareholder (E&S) | Against | Split 3 FOR, 21 AGAINST |
AGAINST 14 funds |
| GENERAL MOTORS COMPANY | June 2, 2026 | Shareholder Proposal Requesting a Report on Human Rights Standards for Indigenous Peoples Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 2 FOR, 47 AGAINST |
AGAINST 12 funds |
| HARLEY-DAVIDSON, INC. | May 21, 2026 | To vote on a shareholder proposal regarding a climate transition plan. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 20 AGAINST |
AGAINST 8 funds |
| JPMORGAN CHASE & CO. | May 19, 2026 | Lobbying alignment Other Social Issues |
Shareholder (E&S) | Against | Split 2 FOR, 68 AGAINST |
AGAINST 14 funds |
| LOWE'S COMPANIES, INC. | May 29, 2026 | Shareholder Proposal requesting a report describing how the Company could disclose its plastic packaging footprint. Environment or Climate |
Shareholder (E&S) | Against | Split 4 FOR, 72 AGAINST |
AGAINST 12 funds |
| META PLATFORMS, INC. | May 27, 2026 | A shareholder proposal regarding report on addressing antisemitism and hate in online platforms. Corporate Governance |
Shareholder (E&S) | Against | Split 117 AGAINST, 2 ABSTAIN |
AGAINST 15 funds |
| META PLATFORMS, INC. | May 27, 2026 | A shareholder proposal regarding report on climate change-related commitments. Environment or Climate |
Shareholder (E&S) | Against | Split 90 FOR, 30 AGAINST |
AGAINST 15 funds |
| MICROSOFT CORPORATION | December 5, 2025 | Report on Data Operations in Human Rights Hotspots Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 2 FOR, 129 AGAINST |
AGAINST 15 funds |
| MICROSOFT CORPORATION | December 5, 2025 | Report on Human Rights Due Diligence Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 129 AGAINST, 2 ABSTAIN |
AGAINST 15 funds |
| NEXTERA ENERGY, INC. | May 21, 2026 | A proposal entitled "Paris Agreement Alignment" requesting NextEra Energy publish a report describing if and how the Company plans to reduce its total contribution to climate change and align its operations and investments with the Paris Agreement's goal of maintaining global temperatures well below 2 degrees Celsius, and ideally, 1.5 degrees Celsius. Environment or Climate |
Shareholder (E&S) | Against | Split 5 FOR, 55 AGAINST |
AGAINST 14 funds |
| NVR, INC. | May 7, 2026 | Shareholder proposal to disclose greenhouse gas emissions. Environment or Climate |
Shareholder (E&S) | Against | Split 5 FOR, 14 AGAINST |
AGAINST 13 funds |
| O'REILLY AUTOMOTIVE, INC. | May 14, 2026 | Shareholder proposal entitled "Avoid Brand Damage due to Corporate Political Spending." Other Social Issues |
Shareholder (E&S) | Against | Split 19 FOR, 23 AGAINST |
AGAINST 14 funds |
| OTIS WORLDWIDE CORPORATION | May 27, 2026 | Shareholder proposal regarding reporting on political contributions and expenditures Other Social Issues |
Shareholder (E&S) | Against | Split 14 FOR, 17 AGAINST |
AGAINST 13 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.