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 | 170 | 120 | 4 | 46 | 96.8% | 91.3% |
| Other items | 2,119 | 1,904 | 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 |
|---|---|---|---|---|---|---|
| ADC Therapeutics SA | June 1, 2026 | The Board of Directors proposes that a new article 4d be introduced in the articles of association regarding a conditional share capital based on the capital range, and that article 4a be amended accordingly, to provide for the issuance of up to 64,863,182 common shares (CHF 5,189,054.56). Capital Structure |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| ADC Therapeutics SA | June 1, 2026 | The Board of Directors proposes that the amendments to article 4c paragraph 1 of the articles of association to increase the Company's conditional share capital for financing, acquisitions and other purposes from 38,026,929 common shares (CHF 3,042,154.32) to 48,026,929 common shares (CHF 3,842,154.32) be approved. Capital Structure |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| ADNOC Drilling Company PJSC | April 1, 2026 | Appointment of Auditor and Authority to Set Fees Audit-related |
Board | For | AGAINST 1 fund |
ABSTAIN 1 fund |
| ADNOC Drilling Company PJSC | April 1, 2026 | Directors' Fees Compensation |
Board | For | AGAINST 1 fund |
ABSTAIN 1 fund |
| ADNOC Gas Plc | April 6, 2026 | Election of Directors Director Elections |
Board | For | AGAINST 1 fund |
ABSTAIN 1 fund |
| AERSALE CORPORATION | June 11, 2026 | Approval of the redomestication of the Company from Delaware to Texas by conversion. Extraordinary Transactions |
Board | For | AGAINST 12 funds |
FOR 2 funds |
| AGENUS INC. | June 16, 2026 | To approve, in a non-binding advisory vote, the compensation of the Company's named executive officers for 2025 (Say-on-Pay). Say-on-Pay |
Board | For | FOR 10 funds |
AGAINST 2 funds |
| AGILON HEALTH, INC. | June 2, 2026 | Approval, by advisory vote, of the compensation paid to the Company's named executive officers. Say-on-Pay |
Board | For | FOR 13 funds |
AGAINST 8 funds |
| AIRGAIN INC | June 10, 2026 | To approve the amendment and restatement of the 2016 Incentive Award Plan. Compensation |
Board | For | AGAINST 4 funds |
FOR 1 fund |
| AIRSCULPT TECHNOLOGIES, INC. | May 12, 2026 | Election of Directors: Kenneth Higgins Director Elections |
Board | For | FOR 7 funds |
AGAINST 3 funds |
| AKAMAI TECHNOLOGIES, INC. | May 13, 2026 | Election of Directors: Janaki Akella Director Elections |
Board | For | FOR 30 funds |
AGAINST 14 funds |
| ALT5 Sigma Corporation | February 27, 2026 | To ratify the appointment of LJ Soldinger Associates, LLC ("Soldinger"), as the Company's independent registered public accounting firm for fiscal year 2025; and Audit-related |
Board | For | FOR 4 funds |
AGAINST 2 funds |
| ALTA EQUIPMENT GROUP INC. | May 29, 2026 | To approve the First Amendment to Alta Equipment Group, Inc 2020 Omnibus Incentive Plan Compensation |
Board | For | AGAINST 11 funds |
FOR 2 funds |
| AMBARELLA, INC. | June 26, 2026 | To approve an amendment and restatement of the Ambarella, Inc. 2021 Equity Incentive Plan. Compensation |
Board | For | FOR 18 funds |
AGAINST 5 funds |
| AMERICAN BITCOIN CORP. | June 22, 2026 | The election of Asher Genoot as the Class I director for a three-year term of office expiring at the 2029 Annual Meeting of Stockholders and until his successor has been duly elected and qualified, or until his earlier death, resignation, or removal. Asher Genoot Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 1 fund |
| AMERICAN WELL CORP (AMWELL) | June 16, 2026 | To approve, on an advisory basis, the compensation paid to the Company's named executive officers as disclosed in executive compensation and the related compensation tables and narrative disclosure in the Company's proxy statement Say-on-Pay |
Board | For | FOR 3 funds |
WITHHOLD 1 fund |
| AMN HEALTHCARE SERVICES, INC. | May 1, 2026 | To approve, by non-binding advisory vote, the compensation paid to our named executive officers. Say-on-Pay |
Board | For | FOR 16 funds |
AGAINST 8 funds |
| ANZ Group Holdings Limited | December 18, 2025 | Remuneration Report Compensation |
Board | For | FOR 1 fund |
AGAINST 5 funds |
| APPLIED INDUSTRIAL TECHNOLOGIES, INC. | October 21, 2025 | Election of Directors: Mary Dean Hall Director Elections |
Board | For | FOR 32 funds |
WITHHOLD 12 funds |
| APPLIED OPTOELECTRONICS, INC. | June 4, 2026 | To approve the 2026 equity incentive plan. Compensation |
Board | For | FOR 15 funds |
AGAINST 4 funds |
| ARCHER AVIATION INC. | June 26, 2026 | Approval, on a non-binding advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 7 funds |
| ARCUS BIOSCIENCES, INC. | June 11, 2026 | To ratify the appointment by the Audit Committee of the Board of Directors of Ernst & Young LLP as the independent registered public accounting firm of Arcus Biosciences for its fiscal year ending December 31, 2026. Audit-related |
Board | For | FOR 18 funds |
AGAINST 5 funds |
| AVANOS MEDICAL,INC. | April 21, 2026 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | FOR 2 funds |
AGAINST 10 funds |
| AXOS FINANCIAL, INC. | November 13, 2025 | To approve an amendment to the Amended and Restated 2014 Stock Incentive Plan. Compensation |
Board | For | FOR 24 funds |
AGAINST 8 funds |
| AXOS FINANCIAL, INC. | November 13, 2025 | To approve in a non-binding and advisory vote, the compensation of the Company's Named Executive Officers as disclosed in the proxy statement. Say-on-Pay |
Board | For | FOR 27 funds |
AGAINST 9 funds |
| Abu Dhabi Commercial Bank PJSC | March 3, 2026 | Appointment of Auditor and Authority to Set Fees Audit-related |
Board | For | AGAINST 1 fund |
ABSTAIN 1 fund |
| Acuren Corporation | July 31, 2025 | Election of Directors: Sir Martin E. Franklin Director Elections |
Board | For | FOR 7 funds |
AGAINST 3 funds |
| Air Products and Chemicals, Inc. | January 28, 2026 | Election of Directors: Tonit M. Calaway Director Elections |
Board | For | FOR 35 funds |
AGAINST 12 funds |
| Allfunds Group plc | July 17, 2025 | Remuneration Policy Compensation |
Board | For | FOR 1 fund |
AGAINST 3 funds |
| Allianz SE | May 7, 2026 | Management Board Remuneration Policy Compensation |
Board | For | FOR 1 fund |
AGAINST 6 funds |
| Alphabet Inc. | June 5, 2026 | Election of Directors: John L. Hennessy Director Elections |
Board | For | AGAINST 1 fund |
FOR 16 funds |
| Alphabet Inc. | June 5, 2026 | Election of Directors: K. Ram Shriram Director Elections |
Board | For | FOR 1 fund |
AGAINST 16 funds |
| Alphabet Inc. | June 5, 2026 | Election of Directors: Robin L. Washington Director Elections |
Board | For | FOR 1 fund |
AGAINST 16 funds |
| Alta Equipment Group Inc. | May 29, 2026 | Election of Directors: Andrew Studdert Director Elections |
Board | For | FOR 11 funds |
WITHHOLD 2 funds |
| Amdocs Limited | January 30, 2026 | Election of Directors: Robert A. Minicucci Director Elections |
Board | For | AGAINST 1 fund |
FOR 7 funds |
| Anheuser-Busch Inbev SA/NV | April 29, 2026 | Elect Alejandro Santo Domingo to the Board of Directors Director Elections |
Board | For | FOR 1 fund |
AGAINST 5 funds |
| Anheuser-Busch Inbev SA/NV | April 29, 2026 | Elect Fabrizio Freda to the Board of Directors Director Elections |
Board | For | FOR 1 fund |
AGAINST 5 funds |
| Anheuser-Busch Inbev SA/NV | April 29, 2026 | Elect Miguel Patricio to the Board of Directors Director Elections |
Board | For | FOR 1 fund |
AGAINST 5 funds |
| Arcus Biosciences, Inc. | June 11, 2026 | Election of Directors: Dietmar Berger, M.D., Ph.D. Director Elections |
Board | For | FOR 18 funds |
WITHHOLD 5 funds |
| Arcus Biosciences, Inc. | June 11, 2026 | Election of Directors: Johanna Mercier Director Elections |
Board | For | FOR 18 funds |
WITHHOLD 5 funds |
| Ascent Industries Co. | June 10, 2026 | Election of Directors: Benjamin Rosenzweig Director Elections |
Board | For | FOR 6 funds |
AGAINST 2 funds |
| AstraZeneca plc | April 9, 2026 | Elect Marcus Wallenberg Director Elections |
Board | For | AGAINST 1 fund |
FOR 7 funds |
| Aumovio SE | May 13, 2026 | Elect Claus Thomas Bauer Director Elections |
Board | For | FOR 1 fund |
AGAINST 4 funds |
| Axon Enterprise, Inc. | May 28, 2026 | Election of Directors: Michael Garnreiter Director Elections |
Board | For | AGAINST 1 fund |
FOR 13 funds |
| Axos Financial, Inc. | November 13, 2025 | Election of Directors: James J. Court Director Elections |
Board | For | FOR 24 funds |
WITHHOLD 8 funds |
| Axos Financial, Inc. | November 13, 2025 | Election of Directors: Stefani D. Carter Director Elections |
Board | For | FOR 24 funds |
WITHHOLD 8 funds |
| Ayvens | May 13, 2026 | 2025 Remuneration of Philippe de Rovira, CEO (Since December 1, 2025) Compensation |
Board | For | FOR 1 fund |
AGAINST 4 funds |
| Ayvens | May 13, 2026 | 2026 Remuneration Policy (CEO) Compensation |
Board | For | FOR 1 fund |
AGAINST 4 funds |
| BAKKT HOLDINGS, INC. | October 31, 2025 | To approve the Options Proposal. Compensation |
Board | For | FOR 7 funds |
AGAINST 2 funds |
| BAKKT, INC. | June 23, 2026 | Advisory Vote to Approve Executive Compensation. Say-on-Pay |
Board | For | FOR 13 funds |
AGAINST 2 funds |
| BALLY'S CORPORATION | May 19, 2026 | Approve an amendment and restatement of the Bally's Corporation Amended and Restated 2021 Equity Incentive Plan. Compensation |
Board | For | FOR 5 funds |
AGAINST 3 funds |
| BETA BIONICS, INC. | May 21, 2026 | To elect two Class I directors, as nominated by the Board of Directors, to hold office until the 2029 Annual Meeting of Stockholders and their successors are duly elected and qualified, or until their earlier death, resignation or removal. Sean D. Carney Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 4 funds |
| BGSF, INC. | September 4, 2025 | To approve, on an advisory (non-binding) basis, the compensation that may be paid or become payable to certain of BGSF's named executive officers, in connection with the transactions contemplated by the Equity Purchase Agreement Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 2 funds |
| BGSF, INC. | November 5, 2025 | To amend BGSF, Inc.'s 2013 Long-Term Incentive Plan to add an additional 250,000 shares of common stock available for issuance. Compensation |
Board | For | AGAINST 3 funds |
FOR 1 fund |
| BGSF, Inc. | November 5, 2025 | Advisory vote to approve named executive officer compensation ("Say-on-Pay" Vote). Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 2 funds |
| BK TECHNOLOGIES CORPORATION | June 18, 2026 | To approve, on an advisory, non-binding basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 14 funds |
FOR 3 funds |
| BLACKROCK, INC. | May 20, 2026 | Approval, in a non-binding advisory vote, of the compensation for named executive officers. Say-on-Pay |
Board | For | FOR 52 funds |
AGAINST 17 funds |
| BROADCOM INC | April 20, 2026 | Advisory vote to approve the named executive officer compensation. Say-on-Pay |
Board | For | FOR 115 funds |
AGAINST 18 funds |
| BURFORD CAPITAL LIMITED | May 13, 2026 | To approve, on an advisory basis, the compensation of the Company's named executive officers as disclosed in the proxy statement for the 2026 annual general meeting of shareholders under "Executive compensation", including the compensation discussion and analysis, the compensation tables and the related narrative discussion included therein ("Say-on-Pay"). Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 3 funds |
| BURKE & HERBERT FINANCIAL SERVICES CORP. | June 18, 2026 | Election of the following persons as Directors: Georgette R. George Director Elections |
Board | For | FOR 15 funds |
AGAINST 4 funds |
| Bajaj Finance Ltd | July 24, 2025 | Authority to Issue Non-convertible Debentures Capital Structure |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| Bajaj Finance Ltd | July 24, 2025 | Extension of ESOS 2009 to Eligible Employees of Subsidiaries Compensation |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| Bajaj Finance Ltd | July 24, 2025 | Modification to the Employee Stock Option Scheme, 2009 ("ESOS 2009") Compensation |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| Banco BTG Pactual S.A. | December 9, 2025 | Request Establishment of Supervisory Council Director Elections |
Board | None | AGAINST 1 fund |
ABSTAIN 1 fund |
| Banco BTG Pactual S.A. | April 30, 2026 | Aggregate Common and Preferred Shares Capital Structure |
Board | None | AGAINST 1 fund |
ABSTAIN 1 fund |
| Banco BTG Pactual S.A. | April 30, 2026 | Elect John Huw Gwili Jenkins Director Elections |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| Banco BTG Pactual S.A. | April 30, 2026 | Elect Roberto Balls Sallouti Director Elections |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| Banco BTG Pactual S.A. | April 30, 2026 | Request Establishment of Supervisory Council Director Elections |
Board | None | AGAINST 1 fund |
ABSTAIN 1 fund |
| Banco BTG Pactual S.A. | April 30, 2026 | Request Separate Election for Board Member (Minority) Director Elections |
Board | None | AGAINST 1 fund |
ABSTAIN 1 fund |
| Banco BTG Pactual S.A. | April 30, 2026 | Request Separate Election for Board Member (Preferred) Director Elections |
Board | None | AGAINST 1 fund |
ABSTAIN 1 fund |
| Bank Leumi le-Israel Ltd. | September 15, 2025 | Option Grant of CEO Compensation |
Board | For | FOR 1 fund |
AGAINST 4 funds |
| Bank7 Corp. | May 20, 2026 | Election of Directors: John T. Phillips Director Elections |
Board | For | FOR 8 funds |
AGAINST 2 funds |
| Bar Harbor Bankshares | May 7, 2026 | ELECTION OF THE FOLLOWING NOMINEES AS DIRECTORS: Lauri E. Fernald Director Elections |
Board | For | FOR 14 funds |
WITHHOLD 2 funds |
| Bawag Group AG | April 22, 2026 | Remuneration Report Compensation |
Board | For | FOR 1 fund |
AGAINST 4 funds |
| BeOne Medicines AG | June 11, 2026 | THAT Dr. Alessandro Riva be and is hereby re-elected to serve as a director of the Company for a term extending until completion of the 2027 annual general meeting. Director Elections |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| Better Home & Finance Holding Company | June 10, 2026 | Election of Directors: Harit Talwar Director Elections |
Board | For | FOR 7 funds |
AGAINST 2 funds |
| Bid Corporation Limited | October 30, 2025 | Re-elect Brian Joffe Director Elections |
Board | For | FOR 1 fund |
AGAINST 3 funds |
| Blue Owl Capital Inc. | June 4, 2026 | Election of Directors: Claudia Holz Director Elections |
Board | For | AGAINST 50 funds |
FOR 12 funds |
| BlueLinx Holdings Inc. | May 14, 2026 | Election of Directors: Anuj Dhanda Director Elections |
Board | For | FOR 12 funds |
AGAINST 7 funds |
| Boston Omaha Corporation | August 25, 2025 | Election of Directors (other than the Class B common stock Director): Jeffrey C. Royal Director Elections |
Board | For | FOR 12 funds |
WITHHOLD 2 funds |
| Boston Scientific Corporation | April 30, 2026 | Proposal to elect ten Directors: Catherine R. Smith Director Elections |
Board | For | FOR 1 fund |
AGAINST 16 funds |
| Brenntag SE | May 20, 2026 | Elect Claudine Mollenkopf Director Elections |
Board | For | FOR 1 fund |
AGAINST 4 funds |
| Brenntag SE | May 20, 2026 | Elect Guus Dekkers Director Elections |
Board | For | FOR 1 fund |
AGAINST 4 funds |
| Brenntag SE | May 20, 2026 | Management Board Remuneration Policy Compensation |
Board | For | FOR 1 fund |
AGAINST 4 funds |
| Broadcom Inc. | April 20, 2026 | Election of Directors: Check Kian Low Director Elections |
Board | For | FOR 106 funds |
AGAINST 15 funds |
| Broadcom Inc. | April 20, 2026 | Election of Directors: Diane M. Bryant Director Elections |
Board | For | FOR 106 funds |
AGAINST 15 funds |
| CABLE ONE, INC. | May 14, 2026 | To approve the Cable One, Inc. 2026 Omnibus Incentive Compensation Plan. Compensation |
Board | For | FOR 13 funds |
AGAINST 7 funds |
| CALAVO GROWERS, INC. | April 28, 2026 | The Merger-Related Compensation Proposal - A non-binding, advisory proposal to approve compensation that will or may become payable by Calavo to its named executive officers in connection with the transactions contemplated by the Merger Agreement. Say-on-Pay |
Board | For | AGAINST 16 funds |
FOR 7 funds |
| CAMPING WORLD HOLDINGS, INC. | May 21, 2026 | Approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 7 funds |
| CATHAY GENERAL BANCORP | May 18, 2026 | Election of Class III Directors, to be elected for the term ending 2029: Richard Sun Director Elections |
Board | For | FOR 15 funds |
AGAINST 7 funds |
| CHARLES RIVER LABORATORIES INTL., INC. | May 5, 2026 | Election of Directors: Abraham Ceesay Director Elections |
Board | For | FOR 39 funds |
AGAINST 15 funds |
| CHUGAI PHARMACEUTICAL CO.,LTD. | March 26, 2026 | Elect Boris L. Zaitra Director Elections |
Board | For | FOR 1 fund |
AGAINST 5 funds |
| CHUGAI PHARMACEUTICAL CO.,LTD. | March 26, 2026 | Elect Osamu Okuda Director Elections |
Board | For | FOR 1 fund |
AGAINST 5 funds |
| CHURCHILL DOWNS INCORPORATED | April 21, 2026 | To approve, on a non-binding advisory basis, the Company's executive compensation as disclosed in the proxy statement. Say-on-Pay |
Board | For | FOR 42 funds |
AGAINST 14 funds |
| CITIZENS FINANCIAL SERVICES, INC. | April 21, 2026 | Approval of the Citizens Financial Services, Inc. 2026 Equity Incentive Plan. Compensation |
Board | For | AGAINST 7 funds |
FOR 4 funds |
| CLARITEV CORPORATION | April 29, 2026 | Approval of the Amendment to the Claritev Corporation 2020 Omnibus Incentive Plan. Compensation |
Board | For | AGAINST 10 funds |
FOR 7 funds |
| CLEARSIGN TECHNOLOGIES CORP | July 25, 2025 | Approve, on an advisory basis, the compensation paid to the Company's named executive officers. Say-on-Pay |
Board | For | FOR 4 funds |
AGAINST 2 funds |
| CLEARWAY ENERGY, INC. | April 29, 2026 | To approve a Second Amended and Restated Certificate of Incorporation of Clearway Energy, Inc. (the "Amended Charter") that would (i) provide that each share of Class A common stock, par value $0.01 per share ("Class A common stock"), will be convertible into one share of Class C common stock, par value $0.01 per share, (ii) provide that such conversion (the "Class A Conversion") will occur automatically at 12:01 A.M. (Eastern Time) on the second business day following the filing of the Amended Charter, (iii) provide that, from and after the Class A Conversion, Clearway Energy, Inc. will not have authority to issue or reissue Class A common stock and certain provisions relating to the Class A common stock will have no further force or effect, (iv) reduce the number of authorized shares of Class A common stock to 34,613,853 and (v) update certain other historical matters. Capital Structure |
Board | For | FOR 20 funds |
AGAINST 9 funds |
| CLOUDFLARE, INC. | June 30, 2026 | Elect Scott D. Sandell Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 8 funds |
| CNA FINANCIAL CORPORATION | April 29, 2026 | Elect James S. Tisch Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 13 funds |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 13, 2026 from SEC Form N-PX filings.