Charles Schwab vs Fidelity Investments
On overall TruNorth grade, Fidelity Investments scores higher (Charles Schwab: D, Fidelity Investments: D). Both graded from public records across nine values categories.
Political donations
FEC: $31K PAC donations; 63% to Republican, 37% to Democratic committees.
No public record found.
Environment
No public record found.
Net Zero Asset Managers active member (signed 2021) under Glasgow Financial Alliance for Net Zero (GFANZ) umbrella.
Labor
60 federal penalties totaling $1.1B since 2000 (Violation Tracker).
14 federal penalties totaling $54.1M since 2000 (Violation Tracker).
DEI
HRC Corporate Equality Index: 100/100 — Equality 100 Leader (2025). Top-rated LGBTQ+ workplace policies, benefits, and culture. HRC Corporate Equality Index 100/100 (2025) — top-tier LGBTQ+ workplace equality rating.
No public record found.
Charity
$18M reported corporate giving in 2024 (~0.09% of revenue) via Charles Schwab Foundation. Operates the Charles Schwab Corporation Foundation: $15.7M in charitable contributions, gifts & grants paid (FY2023, IRS Form 990-PF).
$100M reported corporate giving in 2024 (~0.30% of revenue) via Fidelity Charitable.
Animal testing
No public record found.
No public record found.
Firearms
No public record found.
No public record found.
Privacy
CFPB consumer complaints: 1313 on record (100 in past 12mo); 100% timely response rate.
Terms-of-service privacy grade D (poor) via ToS;DR (tosdr.org), CC BY-SA 3.0 — transformed to TruNorth's scale.
Executive pay
CEO-to-median-worker pay ratio 143:1 (median employee pay $131,480) — SEC proxy statement (DEF 14A, 2026).
No public record found.
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