Home › Asset managers › Compare 2023-2024 › Equitable vs Charles Schwab
Equitable 2023-2024 · Charles Schwab 2023-2024 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 15,201 | 12,886 | 570 | 1,745 | 95.8% | 92.3% |
| Board proposals | 13,500 | 11,750 | 473 | 1,277 | 96.1% | 93.3% |
| E&S shareholder proposals | 332 | 107 | 10 | 215 | 91.5% | 79.0% |
| Other items | 1,369 | 1,029 | 87 | 253 | 92.2% | 86.5% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
10 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 | Equitable | Charles Schwab |
|---|---|---|---|---|---|---|
| ALPHABET INC. | June 7, 2024 | Stockholder proposal regarding a human rights assessment of AI-driven targeted ad policies Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 1 fund |
FOR 14 funds |
| BALLY'S CORP. | May 16, 2024 | A shareholder proposal regarding a report on the adoption of a smokefree policy. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 7 funds |
FOR 4 funds |
| CHARLES SCHWAB CORP. | May 23, 2024 | Stockholder Proposal on Workforce Discrimination Risk Oversight and Impact. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | ABSTAIN 1 fund |
AGAINST 12 funds |
| DELL TECHNOLOGIES INC. | June 27, 2024 | Shareholder proposal seeking a report to shareholders on the effectiveness of Dell Technologies Inc.'s diversity, equity, and inclusion efforts Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | FOR 2 funds |
AGAINST 7 funds |
| GRANITE CONSTRUCTION INC. | June 5, 2024 | Shareholder proposal regarding a report on the I-80 South Quarry Project. Environment or Climate |
Shareholder (E&S) | Against | ABSTAIN 1 fund |
AGAINST 7 funds |
| INTERNATIONAL FLAVORS & FRAGRANCES INC. | May 1, 2024 | Commission a third-party assessment on the Company s commitment to freedom of association and collective bargaining rights. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Not determined | FOR 1 fund |
AGAINST 13 funds |
| MESA LABORATORIES INC. | August 25, 2023 | To approve the shareholder proposal to measure and annually present scope 1 through 3 greenhouse gas emissions. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 6 funds |
FOR 4 funds |
| MICROSOFT CORP. | December 7, 2023 | Report on AI Misinformation and Disinformation (The Board recommends a vote AGAINST this proposal) Other Social Issues |
Shareholder (E&S) | Against | FOR 1 fund |
AGAINST 15 funds |
| MICROSOFT CORP. | December 7, 2023 | Report on Data Operations in Human Rights Hotspots (The Board recommends a vote AGAINST this proposal) Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 1 fund |
FOR 15 funds |
| MICROSOFT CORP. | December 7, 2023 | Report on Risks of Weapons Development (The Board recommends a vote AGAINST this proposal) Other Social Issues |
Shareholder (E&S) | Against | FOR 1 fund |
AGAINST 15 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.