Home › Policies & stewardship › Charles Schwab

Charles Schwab: voting policy and stewardship reports

Charles Schwab’s published proxy voting policy, edition by edition, and its annual stewardship reports, its own account of how it voted and engaged. How it actually voted is on its N‑PX voting record.

Voting policy

The firm’s own guidelines for how it votes, by the year of the edition held in the policy library.

2026	Charles Schwab voting policy, 2026 PDF

Stewardship reports

The manager’s annual account of its stewardship, by the reporting year it covers. Self-reported: the figures in it are not audited.

2025	Investment Stewardship Report Firm-wide report published by Schwab Asset Management · schwabassetmanagement.com · not checked automatically: the publisher’s site refuses automated requests
2024	Investment Stewardship Report Firm-wide report published by Schwab Asset Management · schwabassetmanagement.com · archived copy
2023	Investment Stewardship Report Firm-wide report published by Schwab Asset Management · schwabassetmanagement.com · archived copy
2022	Investment Stewardship Report Firm-wide report published by Schwab Asset Management · schwabassetmanagement.com · archived copy
2021	Investment Stewardship Report Firm-wide report published by Schwab Asset Management · schwabassetmanagement.com · archived copy
2020	Investment Stewardship Report Firm-wide report published by Schwab Asset Management · schwabassetmanagement.com · archived copy
2019	Investment Stewardship Report Firm-wide report published by Schwab Asset Management · schwabassetmanagement.com · archived copy