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Charles Schwab shareholder proposals
What shareholders asked Charles Schwab to do, and how the funds inside American retirement plans voted on it — with the filing behind every vote.
22 May 2025 · put on the ballot by shareholder
Should every Charles Schwab director face election every year?
Shareholders asked the company to end its staggered board, so that all directors stand for election annually rather than once every three years.
“Stockholder proposal requesting declassification of the board of directors”
6 of 6 funds we track voted for it.
| Fund | Vote | Shares voted |
|---|---|---|
| T. Rowe Price Equity Income Fund | FOR | 3,960,793 |
| Blue Chip Fund | FOR | 3,096,170 |
| Oakmark Equity and Income Fund | FOR | 1,712,926 |
| Baron Asset Fund | FOR | 1,478,936 |
| Vanguard Growth and Income Fund | FOR | 857,560 |
| Fidelity Advisor Financials Fund | FOR | 278,400 |
The same proposal was put to Charles Schwab, Snowflake, Keysight Technologies, Graphic Packaging Holding, Lantheus Holdings, nCino.
22 May 2025 · put on the ballot by shareholder
Should every Charles Schwab director face election every year?
Shareholders asked the company to end its staggered board, so that all directors stand for election annually rather than once every three years.
“Stockholder proposal requesting declassification of the board of directors”
2 of 2 funds we track voted for it.
| Fund | Vote | Shares voted |
|---|---|---|
| AMG Yacktman Fund | FOR | 2,800,000 |
| John Hancock Disciplined Value Fund | FOR | 2,265,040 |
The same proposal was put to Charles Schwab, Snowflake, Keysight Technologies, Graphic Packaging Holding, Lantheus Holdings, nCino.
Vote these yourself
Say how you would have voted, then see what your own fund did. Open the ballot deck →