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Equitable vs Charles Schwab: how alike they voted, 2023-2024

95.8% When both took a single position, they voted the same way on 95.8% of 13,456 items (12,886 the same, 570 different). 1,745 items where at least one of them split its funds are listed separately below. Both voted on 15,201 items in all.

Equitable 2023-2024 · Charles Schwab 2023-2024 · Download the item list (CSV)

By who put the item on the ballot. “Same position” = Same / (Same + Differ); split items are not in it. “Fund-level” is a second view over all common items: the chance that a fund of each manager, picked at random, voted the same way, which gives partial credit where a manager split.
Common itemsSame DifferSplit (not in %)Same position Fund-level
All ballot items 15,20112,886570 1,74595.8%92.3%
Board proposals 13,50011,750473 1,27796.1%93.3%
E&S shareholder proposals 33210710 21591.5%79.0%
Other items 1,3691,02987 25392.2%86.5%

Where they did not vote alike

Everything Voted differently Split votes

All ballot items Board proposals E&S shareholder proposals Other items

1,277 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.

CompanyMeetingProposalOn the ballot from Board recommendedEquitableCharles Schwab
SS&C TECHNOLOGIES HOLDINGS INC. May 29, 2024 The election of the nominees listed below as Class II directors: Jonathan E. Michael
Director Elections
Board For Split
2 FOR, 3 AGAINST
FOR
11 funds
STAAR SURGICAL CO. June 20, 2024 Non-binding advisory vote to approve the compensation of our named executive officers.
Say-on-Pay
Board For Split
3 FOR, 4 AGAINST
AGAINST
6 funds
STANLEY BLACK & DECKER INC. April 26, 2024 Approve the selection of Ernst & Young LLP as the Company's registered independent public accounting firm for the 2024 fiscal year.
Audit-related
Board For Split
19 FOR, 1 AGAINST
FOR
13 funds
STEELCASE INC. July 12, 2023 Election of twelve nominees to the Board of Directors: Catherine C. B. Schmelter
Director Elections
Board For Split
4 FOR, 2 AGAINST
FOR
7 funds
STEELCASE INC. July 12, 2023 Election of twelve nominees to the Board of Directors: Connie K. Duckworth
Director Elections
Board For Split
4 FOR, 2 AGAINST
FOR
7 funds
STEELCASE INC. July 12, 2023 Election of twelve nominees to the Board of Directors: Kate Pew Wolters
Director Elections
Board For Split
4 FOR, 2 AGAINST
FOR
7 funds
STEELCASE INC. July 12, 2023 Election of twelve nominees to the Board of Directors: Linda K. Williams
Director Elections
Board For Split
4 FOR, 2 AGAINST
FOR
7 funds
STEELCASE INC. July 12, 2023 Election of twelve nominees to the Board of Directors: Timothy C. E. Brown
Director Elections
Board For Split
4 FOR, 2 AGAINST
AGAINST
7 funds
STEM INC. May 29, 2024 To approve the Stem, Inc. 2024 Equity Incentive Plan.
Compensation
Board For Split
4 FOR, 2 AGAINST
AGAINST
4 funds
STEVEN MADDEN LTD. May 22, 2024 TO APPROVE AMENDMENTS TO THE STEVEN MADDEN, LTD. 2019 INCENTIVE COMPENSATION PLAN.
Compensation
Board For Split
4 FOR, 2 AGAINST
AGAINST
7 funds
STONECO LTD. August 29, 2023 APPROVAL OF THE REELECTION OF DIEGO FRESCO GUTIERREZ AS A DIRECTOR
Director Elections
Board For Split
4 FOR, 3 AGAINST
AGAINST
4 funds
STONECO LTD. August 29, 2023 APPROVAL OF THE REELECTION OF LUCIANA IBIAPINA LIRA AGUIAR AS A DIRECTOR
Director Elections
Board For Split
4 FOR, 3 AGAINST
AGAINST
4 funds
STONECO LTD. August 29, 2023 APPROVAL OF THE REELECTION OF MAURICIO LUIS LUCHETTI AS A DIRECTOR
Director Elections
Board For Split
4 FOR, 3 AGAINST
FOR
4 funds
STRATEGIC EDUCATION INC. April 24, 2024 Election of Directors: Dr. John T. Casteen, III
Director Elections
Board For Split
3 FOR, 3 AGAINST
FOR
7 funds
STRATTEC SECURITY CORP. October 10, 2023 To approve the Amendment to the Amended and Restated STRATTEC SECURITY CORPORATION Stock Incentive Plan.
Compensation
Board For Split
1 FOR, 1 ABSTAIN
FOR
1 fund
STRATUS PROPERTIES INC. May 9, 2024 Election of two Class II directors: Neville L. Rhone, Jr.
Director Elections
Board For Split
5 FOR, 1 WITHHOLD
FOR
2 funds
STRYKER CORP. May 9, 2024 Advisory Vote to Approve Named Executive Officer Compensation.
Say-on-Pay
Board Not determined Split
23 FOR, 1 AGAINST
FOR
17 funds
STRYKER CORP. May 9, 2024 Ratification of Appointment of Ernst & Young LLP as Our Independent Registered Public Accounting Firm for 2024.
Audit-related
Board Not determined Split
23 FOR, 1 AGAINST
FOR
14 funds
SUMMIT FINANCIAL GROUP INC. December 6, 2023 To approve, on an advisory (non-binding) basis, the merger-related compensation payments that will or may be paid to the named executive officers of Summit in connection with the transactions contemplated by the merger agreement.
Say-on-Pay
Board For Split
4 FOR, 2 AGAINST
FOR
3 funds
SUMMIT MATERIALS INC. January 11, 2024 Approve, for purposes of complying with applicable New York Stock Exchange listing rules, the issuance of shares of Class A common stock, par value $0.01 per share, of Summit Materials, Inc. (''Summit'') in an amount that exceeds 20% of the currently outstanding shares of common stock of Summit in connection with the transactions contemplated by the Transaction Agreement, dated as of September 7, 2023 (as it may be amended from time to time, the ''Transaction Agreement''), by and among Summit, Argos North North America Corp., Cementos Argos S.A., Argos SEM, LLC and Valle Cement Investments, Inc. (the ''Common Stock Issuance Proposal'').
Extraordinary Transactions
Board For Split
4 FOR, 3 ABSTAIN
FOR
9 funds
SUPER GROUP (SGHC) LTD. June 10, 2024 Elect Director Jonathan Jossel
Director Elections
Board For Split
4 FOR, 2 AGAINST
FOR
1 fund
SUPER MICRO COMPUTER INC. January 22, 2024 To approve the further amendment and restatement of the Super Micro Computer, Inc. 2020 Equity and Incentive Compensation Plan.
Compensation
Board For Split
4 FOR, 6 AGAINST
AGAINST
11 funds
SYNCHRONY FINANCIAL June 11, 2024 Advisory Vote to Approve Named Executive Officer Compensation.
Say-on-Pay
Board For Split
8 FOR, 9 AGAINST
FOR
14 funds
SYNEOS HEALTH INC. August 2, 2023 To adopt the Agreement and Plan of Merger (as it may be amended from time to time, the "Merger Agreement"), dated as of May 10, 2023, by and among Syneos Heath, Inc., a Delaware corporation (the "Company"), Star Parent, Inc. ("Parent"), and Star Merger Sub, Inc., a Delaware corporation and wholly owned subsidiary of Parent ("Merger Sub"), and approve the transactions contemplated thereby, including the merger of Merger Sub with and into the Company (the "Merger"), with the Company continuing as the surviving corporation and a wholly owned subsidiary of Parent (the "Merger Proposal").
Extraordinary Transactions
Board For Split
5 FOR, 6 ABSTAIN
FOR
13 funds
SYNOPSYS INC. April 10, 2024 To approve, on an advisory basis, the compensation of our named executive officers, as disclosed in the attached Proxy Statement.
Say-on-Pay
Board For Split
23 FOR, 1 AGAINST
FOR
14 funds
SYNOPSYS INC. April 10, 2024 To ratify the selection of KPMG LLP as our independent registered public accounting firm for the fiscal year ending November 2, 2024.
Audit-related
Board For Split
23 FOR, 1 AGAINST
FOR
13 funds
SYSTEM1 INC. June 11, 2024 Approval of System1, Inc. 2024 Stock Appreciation Rights Plan
Compensation
Board For Split
5 FOR, 1 AGAINST
AGAINST
2 funds
TABULA RASA HEALTHCARE INC. October 31, 2023 To approve by advisory (non-binding vote), the compensation that may be paid or become payable to our named executive officers in connection with the consummation of the merger.
Say-on-Pay
Board For Split
1 FOR, 1 ABSTAIN
FOR
2 funds
TAKE-TWO INTERACTIVE SOFTWARE INC. September 21, 2023 Approval of an amendment and restatement of the Amended and Restated Take-Two Interactive Software, Inc. 2017 Stock Incentive Plan.
Compensation
Board For Split
12 FOR, 10 AGAINST
FOR
13 funds
TECHTARGET INC. June 4, 2024 Election of Directors: Robert D. Burke
Director Elections
Board For Split
2 FOR, 3 AGAINST
FOR
4 funds
TEJON RANCH CO. May 14, 2024 Advisory vote to approve named executive officer compensation.
Say-on-Pay
Board For Split
2 FOR, 5 AGAINST
AGAINST
5 funds
TEJON RANCH CO. May 14, 2024 Election of Directors: Geoffrey L. Stack
Director Elections
Board For Split
5 FOR, 1 WITHHOLD
FOR
4 funds
TEJON RANCH CO. May 14, 2024 Election of Directors: Michael H. Winer
Director Elections
Board For Split
4 FOR, 2 WITHHOLD
WITHHOLD
4 funds
TEJON RANCH CO. May 14, 2024 Election of Directors: Norman J. Metcalfe
Director Elections
Board For Split
5 FOR, 1 WITHHOLD
FOR
4 funds
TEJON RANCH CO. May 14, 2024 Election of Directors: Steven A. Betts
Director Elections
Board For Split
1 FOR, 5 WITHHOLD
FOR
4 funds
TENNANT CO. May 1, 2024 Approve the Tennant Company Amended and Restated 2020 Stock Incentive Plan.
Compensation
Board For Split
8 FOR, 1 AGAINST
FOR
8 funds
TERRAN ORBITAL CORP. May 29, 2024 Election of Directors: Daniel Staton
Director Elections
Board For Split
6 FOR, 2 WITHHOLD
FOR
4 funds
TERRAN ORBITAL CORP. May 29, 2024 Election of Directors: Stratton Sclavos
Director Elections
Board For Split
6 FOR, 2 WITHHOLD
WITHHOLD
4 funds
TERRENO REALTY CORP. May 7, 2024 Election of Directors: Douglas M. Pasquale
Director Elections
Board For Split
3 FOR, 4 AGAINST
AGAINST
11 funds
TERRENO REALTY CORP. May 7, 2024 Election of Directors: LeRoy E. Carlson
Director Elections
Board For Split
3 FOR, 4 AGAINST
AGAINST
11 funds
TESLA INC. June 13, 2024 A Tesla proposal to approve executive compensation on a non-binding advisory basis.
Say-on-Pay
Board For Split
11 FOR, 12 AGAINST
FOR
16 funds
TESLA INC. June 13, 2024 A Tesla proposal to approve the redomestication of Tesla from Delaware to Texas by conversion.
Extraordinary Transactions
Board For Split
12 FOR, 10 AGAINST
AGAINST
14 funds
TESLA INC. June 13, 2024 A Tesla proposal to ratify the 100% performance-based stock option award to Elon Musk that was proposed to and approved by our stockholders in 2018.
Compensation
Board For Split
11 FOR, 12 AGAINST
AGAINST
14 funds
TEXAS CAPITAL BANCSHARES INC. April 16, 2024 Election of Directors: Thomas E. Long
Director Elections
Board For Split
4 FOR, 4 WITHHOLD
FOR
7 funds
TEXAS INSTRUMENTS INC. April 25, 2024 Board proposal to approve the Texas Instruments 2024 Long-Term Incentive Plan.
Compensation
Board For Split
23 FOR, 1 AGAINST
FOR
14 funds
THE TJX COMPANIES, INC. June 4, 2024 Advisory approval of TJX's executive compensation (the say-on-pay vote)
Say-on-Pay
Board For Split
18 FOR, 1 AGAINST
FOR
17 funds
THE TJX COMPANIES, INC. June 4, 2024 Ratification of appointment of PricewaterhouseCoopers as TJX's independent registered public accounting firm for fiscal 2025
Audit-related
Board For Split
18 FOR, 1 AGAINST
FOR
15 funds
THIRD COAST BANCSHARES INC. May 30, 2024 To elect four (4) Class B directors: Joseph L. Stunja
Director Elections
Board For Split
6 FOR, 2 AGAINST
FOR
2 funds
THIRD COAST BANCSHARES INC. May 30, 2024 To elect four (4) Class B directors: Troy A. Glander
Director Elections
Board For Split
6 FOR, 2 AGAINST
AGAINST
2 funds
TINGO GROUP INC. December 29, 2023 To approve an amendment to the 2020 Equity Incentive Plan of TINGO GROUP (the "2020 Plan") to increase the number of shares of common stock authorized to be issued pursuant to the 2020 Plan from 25,000,000 to 30,000,000:
Compensation
Board For Split
5 FOR, 1 AGAINST
FOR
2 funds
TITAN INTERNATIONAL INC. June 13, 2024 To approve, in a non-binding advisory vote, the 2023 compensation paid to the Company's named executive officers.
Say-on-Pay
Board For Split
5 FOR, 2 AGAINST
FOR
8 funds
TOAST INC. June 6, 2024 To approve, on an advisory (non-binding) basis, the compensation of our named executive officers.
Say-on-Pay
Board For Split
4 FOR, 2 AGAINST
FOR
13 funds
TOWNEBANK May 22, 2024 Elect Director Andrew S. Fine
Director Elections
Board For Split
4 FOR, 3 WITHHOLD
FOR
7 funds
TOWNEBANK May 22, 2024 Elect Director Aubrey L. Layne, Jr.
Director Elections
Board For Split
4 FOR, 3 WITHHOLD
FOR
7 funds
TOWNEBANK May 22, 2024 Elect Director John R. Lawson, II
Director Elections
Board For Split
4 FOR, 3 WITHHOLD
FOR
7 funds
TOWNEBANK May 22, 2024 Elect Director R. Scott Morgan
Director Elections
Board For Split
4 FOR, 3 WITHHOLD
FOR
7 funds
TOWNEBANK May 22, 2024 Elect Director R.V. Owens, III
Director Elections
Board For Split
4 FOR, 3 WITHHOLD
FOR
7 funds
TOWNEBANK May 22, 2024 Elect Director Richard S. Bray
Director Elections
Board For Split
4 FOR, 3 WITHHOLD
FOR
7 funds
TOWNEBANK May 22, 2024 Elect Director Robert M. Oman
Director Elections
Board For Split
4 FOR, 3 WITHHOLD
FOR
7 funds
TOWNEBANK May 22, 2024 Elect Director W. Ashton Lewis
Director Elections
Board For Split
4 FOR, 3 WITHHOLD
WITHHOLD
7 funds
TOWNSQUARE MEDIA INC. May 9, 2024 Approval of the Amended and Restated Townsquare Media, Inc. 2014 Omnibus Incentive Plan.
Compensation
Board For Split
6 FOR, 1 AGAINST
FOR
2 funds
TPG INC. June 5, 2024 Election of Directors: Deborah Messemer
Director Elections
Board For Split
2 FOR, 4 WITHHOLD
FOR
9 funds
TPG INC. June 5, 2024 Election of Directors: Mary Cranston
Director Elections
Board For Split
2 FOR, 4 WITHHOLD
WITHHOLD
9 funds
TRACTOR SUPPLY CO. May 9, 2024 To approve, on a non-binding, advisory basis, the compensation of the named executive officers of the Company (Say on Pay)
Say-on-Pay
Board Not determined Split
20 FOR, 1 AGAINST
FOR
14 funds
TRACTOR SUPPLY CO. May 9, 2024 To ratify the appointment of Ernst & Young LLP as the Company's independent registered public accounting firm for the fiscal year ending December 28, 2024
Audit-related
Board Not determined Split
20 FOR, 1 AGAINST
FOR
13 funds
TRANE TECHNOLOGIES PLC June 6, 2024 Advisory approval of the compensation of the Company's named executive officers.
Say-on-Pay
Board For Split
24 FOR, 2 AGAINST
FOR
16 funds
TRANE TECHNOLOGIES PLC June 6, 2024 Approval of the appointment of independent auditors of the Company and authorization of the Audit Committee of the Board of Directors to set the auditors' remuneration.
Audit-related
Board For Split
25 FOR, 1 AGAINST
FOR
14 funds
TRANSDIGM GROUP INC. March 7, 2024 Approval, on an advisory basis, of the compensation of our named executive officers.
Say-on-Pay
Board For Split
4 FOR, 18 AGAINST
AGAINST
16 funds
TRANSPHORM INC. April 9, 2024 To adopt the Agreement and Plan of Merger (as it may be amended from time to time), dated January 10, 2024, by and among Renesas Electronics America Inc., Travis Merger Sub, Inc., Renesas Electronics Corporation and Transphorm, Inc. (the "merger agreement").
Extraordinary Transactions
Board For Split
5 FOR, 2 ABSTAIN
FOR
2 funds
TRAVELERS COMPANIES INC. May 15, 2024 Non-binding vote to approve executive compensation.
Say-on-Pay
Board For Split
9 FOR, 8 AGAINST
AGAINST
14 funds
TREDEGAR CORP. May 9, 2024 Election of Directors: George C. Freeman, III
Director Elections
Board For Split
5 FOR, 1 AGAINST
AGAINST
2 funds
TRONOX HOLDINGS PLC May 8, 2024 Election of Directors: Ilan Kaufthal
Director Elections
Board For Split
4 FOR, 2 AGAINST
AGAINST
7 funds
TRUPANION INC. June 5, 2024 To approve the Trupanion 2024 Equity Incentive Plan.
Compensation
Board For Split
3 FOR, 3 AGAINST
FOR
4 funds
TRUSTMARK CORP. April 23, 2024 To approve the Trustmark Corporation Stock and Incentive Compensation Plan.
Compensation
Board For Split
7 FOR, 1 ABSTAIN
FOR
8 funds
TYLER TECHNOLOGIES INC. May 9, 2024 Approval of the Amended & Restated Tyler Technologies Inc. 2018 Stock Incentive Plan.
Compensation
Board Not determined Split
23 FOR, 1 AGAINST
FOR
15 funds
TYSON FOODS INC. February 8, 2024 Election of Directors: Barbara A. Tyson
Director Elections
Board For Split
18 FOR, 1 AGAINST
FOR
14 funds
TYSON FOODS INC. February 8, 2024 Election of Directors: Cheryl S. Miller
Director Elections
Board For Split
18 FOR, 1 AGAINST
AGAINST
14 funds
TYSON FOODS INC. February 8, 2024 Election of Directors: David J. Bronczek
Director Elections
Board For Split
8 FOR, 10 AGAINST
AGAINST
14 funds
TYSON FOODS INC. February 8, 2024 Election of Directors: Jeffrey K. Schomburger
Director Elections
Board For Split
18 FOR, 1 AGAINST
AGAINST
14 funds
TYSON FOODS INC. February 8, 2024 Election of Directors: John H. Tyson
Director Elections
Board For Split
18 FOR, 1 AGAINST
FOR
14 funds
TYSON FOODS INC. February 8, 2024 Election of Directors: Les R. Baledge
Director Elections
Board For Split
6 FOR, 12 AGAINST
FOR
14 funds
TYSON FOODS INC. February 8, 2024 Election of Directors: Maria Claudia Borras
Director Elections
Board For Split
18 FOR, 1 AGAINST
AGAINST
14 funds
TYSON FOODS INC. February 8, 2024 Election of Directors: Mike Beebe
Director Elections
Board For Split
9 FOR, 9 AGAINST
FOR
14 funds
U.S. BANCORP April 16, 2024 Approval of the U.S. Bancorp 2024 Stock Incentive Plan.
Compensation
Board For Split
17 FOR, 1 AGAINST
FOR
13 funds
UBER TECHNOLOGIES INC. May 6, 2024 Election of Directors: David Trujillo
Director Elections
Board For Split
9 FOR, 10 AGAINST
AGAINST
13 funds
UDR INC. May 23, 2024 Advisory vote to approve named executive officer compensation.
Say-on-Pay
Board For Split
10 FOR, 10 AGAINST
FOR
19 funds
UIPATH INC. June 20, 2024 To approve, on a non-binding, advisory basis, the compensation paid to our named executive officers ("say-on-pay vote").
Say-on-Pay
Board For Split
2 FOR, 6 AGAINST
FOR
11 funds
ULTRAGENYX PHARMACEUTICAL INC. June 18, 2024 Advisory (non-binding) vote to approve the compensation of our named executive officers.
Say-on-Pay
Board For Split
2 FOR, 5 AGAINST
FOR
7 funds
ULTRAGENYX PHARMACEUTICAL INC. June 18, 2024 Approval of the Amended and Restated 2023 Incentive Plan.
Compensation
Board For Split
3 FOR, 4 AGAINST
FOR
5 funds
UNDER ARMOUR INC. August 29, 2023 To approve the Fourth Amended and Restated 2005 Omnibus Long-Term Incentive Plan to increase the number of shares of Class C Common Stock reserved for issuance, among other changes.
Compensation
Board For Split
6 FOR, 3 AGAINST
FOR
9 funds
UNDER ARMOUR INC. August 29, 2023 To approve, by a non-binding advisory vote, the compensation of executives as disclosed in the "Executive Compensation" section of the proxy statement, including the Compensation Discussion and Analysis and tables.
Say-on-Pay
Board For Split
5 FOR, 4 AGAINST
FOR
10 funds
UNION PACIFIC CORP. May 9, 2024 Ratification of the appointment of Deloitte & Touche LLP as the independent registered public accounting firm of the Company for 2024.
Audit-related
Board Not determined Split
23 FOR, 1 AGAINST
FOR
13 funds
UNITED NATURAL FOODS INC. December 19, 2023 To approve the Third Amended and Restated 2020 Equity Incentive Plan.
Compensation
Board For Split
4 FOR, 3 AGAINST
FOR
7 funds
UNITED PARCEL SERVICE INC. May 2, 2024 To approve on an advisory basis named executive officer compensation.
Say-on-Pay
Board Not determined Split
22 FOR, 1 AGAINST
FOR
17 funds
UNITED PARCEL SERVICE INC. May 2, 2024 To ratify the appointment of Deloitte & Touche LLP as UPS's independent registered public accounting firm for the year ending December 31, 2024.
Audit-related
Board Not determined Split
22 FOR, 1 AGAINST
FOR
15 funds
UNITED STATES STEEL CORP. April 12, 2024 To adopt the Agreement and Plan of Merger, dated as of December 18, 2023, by and among United States Steel Corporation, Nippon Steel North America, Inc., 2023 Merger Subsidiary, Inc., and, solely as provided in Section 9.13 therein, Nippon Steel Corporation (as it may be amended from time to time, the "Merger Agreement").
Extraordinary Transactions
Board For Split
3 FOR, 4 ABSTAIN
FOR
11 funds
UNITED STATES STEEL CORP. April 12, 2024 To approve, on an advisory (non-binding) basis, the compensation that may be paid or become payable to United States Steel Corporation's named executive officers that is based on or otherwise relates to the Merger Agreement and the transaction contemplated by the Merger Agreement.
Say-on-Pay
Board For Split
3 FOR, 4 AGAINST
FOR
12 funds
UNITEDHEALTH GROUP INC. June 3, 2024 Ratification of the appointment of Deloitte & Touche LLP as the independent registered public accounting firm for the Company for the year ending December 31, 2024.
Audit-related
Board For Split
25 FOR, 2 AGAINST
FOR
17 funds
UNITI GROUP INC. May 23, 2024 Election of Directors: Carmen Perez-Carlton
Director Elections
Board For Split
3 FOR, 3 AGAINST
FOR
9 funds
UNIVERSAL HEALTH REALTY INCOME TRUST June 5, 2024 Election of Trustees: Gayle L. Capozzalo
Director Elections
Board For Split
5 FOR, 2 AGAINST
FOR
4 funds

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How items are matched and positions counted: see the comparison table and the methodology. Built November 1, 2026 from SEC Form N-PX filings.