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Home / Families / Charles Schwab / year to 30 June 2024

Form N-PX · fund family · year to 30 June 202410 filers grouped

Charles Schwab

One season of the Charles Schwab record. The family page shows the latest season.

Vote records reported
457,429year to 30 June 2024
Against management
7.7%33,687 of 439,282 marked votes
Say-on-pay support
89.2%for, of for + against + abstain
Shareholder-proposal support
17.8%for, of for + against + abstain
86.7% for7.2% against6.1% other7.7% against management457,673 votes

foragainstabstain, withhold or otheramber tick: the portion cast against management

In its Form N-PX for the year to 30 June 2024, Charles Schwab listed 457,429 vote records. Votes against management made up 7.7% of those marked either way (33,687 of 439,282); the median of the fund families tracked here stood at 8.5%.

Weighted by the number of shares voted, the against-management share is 10.7%. The two figures differ when the votes against management fall on larger or smaller holdings than the rest.

On pay and on shareholder proposals: it voted for 89.2% of the section 14A say-on-pay items it reported (the median of the fund families tracked here: 89.0%) and it voted for 17.8% of the proposals put forward by security holders (the median of the fund families tracked here: 35.1%).

By category, votes against management were most frequent in SHAREHOLDER RIGHTS AND DEFENSES (23.2% of 3,035), HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE (18.5% of 913) and COMPENSATION (14.9% of 29,501).

It reported 5.55 billion shares out on loan at record dates, 1.78% of the shares it held or had lent across the meetings it reported. Shares on loan are not voted.

Compared with other filers

Each rate is defined once, in the methodology. The median is taken over 60 families with at least 25 vote records in the season.

year to 30 June 2024This familyMedian familyAll filers pooled
Against-management share7.7%8.5%10.2%
Say-on-pay support rate89.2%89.0%84.6%
Shareholder-proposal support rate17.8%35.1%37.0%
Shares on loan, share of shares held1.78%1.34%0.08%
Largest families, year to 30 June 2026Against managementSay-on-pay supportShareholder-proposal support
Vanguard20.1%94.1%42.0%
BlackRock and iShares7.5%88.3%11.9%
Fidelity6.0%94.7%27.6%
Dimensional16.4%78.9%57.4%
State Street and SPDR16.9%77.1%50.4%

Votes by category

Filers choose one or more categories for each vote, so a vote can appear in more than one row. Category names are printed as Form N-PX defines them.

Category (as the form names it)VotesForAgainstAgainst managementSplit
DIRECTOR ELECTIONS258,711233,44812,2027.2%
SECTION 14A SAY-ON-PAY VOTES32,54924,9203,00510.4%
AUDIT-RELATED32,87131,7952441.2%
INVESTMENT COMPANY MATTERS2200.0%
SHAREHOLDER RIGHTS AND DEFENSES3,2402,38076223.2%
EXTRAORDINARY TRANSACTIONS2,8312,6591143.2%
CAPITAL STRUCTURE33,76829,8772,4028.1%
COMPENSATION31,76824,6464,98614.9%
CORPORATE GOVERNANCE54,96545,4984,0246.8%
ENVIRONMENT OR CLIMATE1,6781691,4378.5%
HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE96617475418.5%
DIVERSITY, EQUITY, AND INCLUSION1,1281021,00210.9%
OTHER SOCIAL ISSUES3,1239672,0558.8%
OTHER732334not reported

By season

SeasonVote recordsAgainst managementSay-on-pay supportShareholder-proposal supportSplit
year to 30 June 2024457,4297.7%89.2%17.8%
year to 30 June 2025450,6496.5%91.1%15.7%
year to 30 June 2026441,7596.5%91.0%17.1%

Say-on-pay votes against management

Counting one say-on-pay item per company meeting, Charles Schwab voted against management on 336 of the 2,913 it marked either way (11.5%) in the year to 30 June 2024. The 40 companies with the most reporting filers are listed.

A further 3 say-on-pay items were reported without a management mark and are left out of both sides of that fraction.

Shareholder proposals it supported

Of 928 proposals from security holders that could be told apart in the filings and on which it cast a vote, Charles Schwab voted for 162 (17.5%). The 40 at the companies with the most reporting filers are listed. Titles are the most common wording among filers; where a wording could name a person, the SEC category is printed instead.

CompanyMeetingProposal
Microsoft Corporation7 Dec 2023Report on Data Operations in Human Rights Hotspots
Amazon.com, Inc.22 May 2024Disclose All Material Scope 3 GHG Emissions
Amazon.com, Inc.22 May 2024Commission Third Party Assessment on Company's Commitment to Freedom of Association and Collective Bargaining
Amazon.com, Inc.22 May 2024Commission a Third Party Audit on Working Conditions
Amazon.com, Inc.22 May 2024Shareholder proposal requesting a report on customer use of certain technologies
NVIDIA Corporation26 Jun 2024Advisory approval of a stockholder proposal to replace the supermajority voting provisions in our charter...
JPMorgan Chase & Co.21 May 2024Shareholder opportunity to vote on excessive golden parachutes
Mastercard Incorporated18 Jun 2024Consideration of a stockholder proposal requesting transparency in lobbying. 5.consideration of a...
Adobe Inc.17 Apr 2024Shareholder proposal: CORPORATE GOVERNANCE
The Procter & Gamble Company10 Oct 2023Shareholder Proposal - Request to Require Shareholder Approval for Certain Future Amendments to Company...
PEPSICO, INC.1 May 2024Shareholder proposal: CORPORATE GOVERNANCE
Walmart Inc.5 Jun 2024Racial Equity Audit
Walmart Inc.5 Jun 2024Workplace Safety & Violence Review
Netflix, Inc.6 Jun 2024Shareholder proposal: CORPORATE GOVERNANCE
Tesla, Inc.13 Jun 2024A stockholder proposal regarding annual reporting on anti-harassment and discrimination efforts
Tesla, Inc.13 Jun 2024A stockholder proposal regarding simple majority voting provisions in our governing documents
Tesla, Inc.13 Jun 2024Declassify the Board of Directors
Bristol-Myers Squibb Company7 May 2024Adopt Share Retention Policy For Senior Executives
NextEra Energy, Inc.23 May 2024Disclose Board Skills and Diversity Matrix
ConocoPhillips14 May 2024Simple Majority Vote.
CVS Health Corporation16 May 2024Shareholder proposal: CORPORATE GOVERNANCE
American Express Company6 May 2024Shareholder proposal relating to golden parachutes.
United Parcel Service, Inc.2 May 2024To take steps to reduce the voting power of UPS class A stock from 10 votes per share to one vote per share.
Deere & Company28 Feb 2024Shareholder proposal regarding shareholder ratification of golden parachutes
ServiceNow, Inc.23 May 2024Shareholder proposal regarding simple majority vote.
The Goldman Sachs Group, Inc.24 Apr 2024Shareholder Proposal Regarding a Transparency In Lobbying Report
Zoetis Inc.22 May 2024Advisory vote to approve our executive compensation.
DUKE ENERGY CORPORATION9 May 2024Adopt Share Retention Policy For Senior Executives
Emerson Electric Co.6 Feb 2024Shareholder Proposal to Implement a Simple Majority Vote Requirement in the Company's Governing Documents.
Analog Devices, Inc.13 Mar 2024Shareholder proposal regarding simple majority voting
The Sherwin-Williams Company17 Apr 2024Shareholder proposal to adopt a simple majority vote.
FORD MOTOR COMPANY9 May 2024Relating to Consideration of a Recapitalization Plan to Provide That All of the Company's Outstanding...
Otis Worldwide Corporation16 May 2024Advisory Vote to Approve Executive Compensation
Illinois Tool Works Inc.3 May 2024A non-binding stockholder proposal, if properly presented at the meeting, for stockholder ratification of...
Norfolk Southern Corporation9 May 2024To approve the proposal to repeal any provision of, or amendment to, the Bylaws, dated as of July 25,...
Regeneron Pharmaceuticals, Inc.14 Jun 2024Non-binding shareholder proposal requesting simple majority voting requirements
Kinder Morgan, Inc.8 May 2024Stockholder proposal relating to establishing a greenhouse gas emission reduction target
Crown Castle Inc.22 May 2024Boots proposal
DexCom, Inc.22 May 2024To provide a non-binding, advisory vote on transparency in lobbying.
Capital One Financial Corporation2 May 2024Shareholder proposal: CORPORATE GOVERNANCE

Shares on loan

Charles Schwab reported 5.55 billion shares on loan at record dates against 306.62 billion shares voted: 1.78% of the two together. Median family: 1.34%. Shares lent out at the record date cannot be voted by the lender, which is why Form N-PX asks for the figure. More on lending and votes.

Questions

How did Charles Schwab vote on executive pay?

In the year to 30 June 2024 Charles Schwab reported 27,948 votes in the category SECTION 14A SAY-ON-PAY VOTES that were cast for, against or abstain. 24,920 were for (89.2%), 3,005 against and 23 abstentions. Counting one item per company meeting, it voted against management on 336 of the 2,913 say-on-pay items it marked either way. A further 3 say-on-pay items were reported without a management mark and are not counted in that figure.

How often does Charles Schwab vote against management?

7.7% of the time in the year to 30 June 2024: 33,687 of the 439,282 votes it marked as for or against management. Form N-PX asks each filer to state, vote by vote, whether the vote was for or against management's recommendation; this figure counts those marks.

Did Charles Schwab support shareholder proposals on climate?

In the category ENVIRONMENT OR CLIMATE it reported 1,528 votes on proposals from security holders in the year to 30 June 2024 and voted for 86 of them (5.6%). Across every category it voted for 17.8% of security-holder proposals. Filers choose the category for each vote, so the same proposal can sit in different categories in different filings.

Is this the result of the meetings?

No. Form N-PX shows how this filer voted the shares it held. It does not show how other shareholders voted or whether a proposal was approved. Companies report certified results separately, on Form 8-K.

Where does the data come from?

From the Form N-PX filings of the registrants and managers grouped under this family on the SEC's EDGAR system, read as filed. The SEC does not verify the contents. Amended filings (N-PX/A) replace the filings they amend. Data on this page runs through 23 Sep 2026.

Back to the Charles Schwab family page · All filers in the year to 30 June 2024

Provenance: SEC EDGAR, Form N-PX and N-PX/A filings of the filers grouped under Charles Schwab, read as filed and not verified by the SEC. Filings read through 23 Sep 2026; page built 26 Sep 2026.