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
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.
| Company | Meeting | Proposal | On the ballot from | Board recommended | Equitable | Charles Schwab |
|---|---|---|---|---|---|---|
| UNIVERSAL INSURANCE HOLDINGS INC. | June 13, 2024 | Approval of the Amended and Restated Universal Insurance Holdings, Inc. 2021 Omnibus Incentive Plan. Compensation |
Board | For | Split 6 FOR, 2 AGAINST |
FOR 5 funds |
| UPWORK INC. | June 7, 2024 | Election of Class III directors to serve until the 2027 annual meeting of stockholders: Hayden Brown Director Elections |
Board | For | Split 3 FOR, 1 AGAINST |
FOR 4 funds |
| V.F. CORP. | July 25, 2023 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | Split 16 FOR, 2 AGAINST |
FOR 15 funds |
| V2X INC. | May 9, 2024 | Election of Four Class I Directors: Phillip C. Widman Director Elections |
Board | For | Split 4 FOR, 2 AGAINST |
FOR 5 funds |
| VALHI INC. | May 23, 2024 | Director Nominees: Michael S. Simmons Director Elections |
Board | For | Split 5 FOR, 2 WITHHOLD |
FOR 3 funds |
| VALHI INC. | May 23, 2024 | Nonbinding advisory vote approving named executive officer compensation. Say-on-Pay |
Board | For | Split 5 FOR, 2 AGAINST |
FOR 4 funds |
| VANDA PHARMACEUTICALS INC. | May 17, 2024 | To elect two Class III Directors: Phaedra S. Chrousos Director Elections |
Board | For | Split 5 FOR, 2 AGAINST |
FOR 5 funds |
| VENTAS INC. | May 14, 2024 | Election of Directors: Debra A. Cafaro Director Elections |
Board | For | Split 22 FOR, 1 AGAINST |
FOR 16 funds |
| VENTAS INC. | May 14, 2024 | Election of Directors: Marguerite M. Nader Director Elections |
Board | For | Split 22 FOR, 1 AGAINST |
FOR 16 funds |
| VENTAS INC. | May 14, 2024 | Election of Directors: Matthew J. Lustig Director Elections |
Board | For | Split 22 FOR, 1 AGAINST |
FOR 16 funds |
| VENTAS INC. | May 14, 2024 | Election of Directors: Melody C. Barnes Director Elections |
Board | For | Split 22 FOR, 1 AGAINST |
FOR 16 funds |
| VENTAS INC. | May 14, 2024 | Election of Directors: Roxanne M. Martino Director Elections |
Board | For | Split 22 FOR, 1 AGAINST |
FOR 16 funds |
| VENTAS INC. | May 14, 2024 | Election of Directors: Sean P. Nolan Director Elections |
Board | For | Split 22 FOR, 1 AGAINST |
FOR 16 funds |
| VENTAS INC. | May 14, 2024 | Election of Directors: Walter C. Rakowich Director Elections |
Board | For | Split 22 FOR, 1 AGAINST |
FOR 16 funds |
| VENTYX BIOSCIENCES INC. | June 5, 2024 | To elect two Class III directors to hold office until our 2027 annual meeting of stockholders and until their respective successors are elected and qualified: Onaiza Cadoret Manier, M.B.A. Director Elections |
Board | For | Split 4 FOR, 3 WITHHOLD |
FOR 4 funds |
| VERALTO CORP. | May 21, 2024 | To elect the three Class I directors named in the attached Proxy Statement to hold office until the 2027 Annual Meeting of Shareholders and until their successors are elected and qualified: Francoise Colpron Director Elections |
Board | For | Split 20 FOR, 1 AGAINST |
AGAINST 14 funds |
| VERISK ANALYTICS INC. | May 15, 2024 | To approve executive compensation on an advisory, non-binding basis. Say-on-Pay |
Board | For | Split 20 FOR, 1 AGAINST |
FOR 14 funds |
| VERISK ANALYTICS INC. | May 15, 2024 | To ratify the appointment of Deloitte & Touche LLP as our independent auditor for the 2024 fiscal year. Audit-related |
Board | For | Split 20 FOR, 1 AGAINST |
FOR 13 funds |
| VERITIV CORP. | October 17, 2023 | Merger Proposal - To approve and adopt the Agreement and Plan of Merger, dated as of August 6, 2023 (as it has been or may be amended, supplemented, waived or otherwise modified in accordance with its terms), by and among Verde Purchaser, LLC ("Parent"), Verde Merger Sub, Inc. ("Merger Subsidiary") and Veritiv Corporation ("Veritiv"), pursuant to which, among other things, Merger Subsidiary will merge with and into Veritiv, with Veritiv surviving as a wholly-owned subsidiary of Parent (such merger, the "Merger" and such proposal, the "Merger Proposal"). Extraordinary Transactions |
Board | For | Split 4 FOR, 2 ABSTAIN |
FOR 7 funds |
| VERITONE INC. | June 13, 2024 | Hold an advisory vote to approve executive compensation. Say-on-Pay |
Board | For | Split 5 FOR, 2 AGAINST |
FOR 2 funds |
| VERIZON COMMUNICATIONS INC. | May 9, 2024 | Advisory vote to approve executive compensation Say-on-Pay |
Board | Not determined | Split 19 FOR, 1 AGAINST |
FOR 16 funds |
| VERIZON COMMUNICATIONS INC. | May 9, 2024 | Election of Directors: Hans Vestberg Director Elections |
Board | Not determined | Split 18 FOR, 1 AGAINST |
FOR 14 funds |
| VERIZON COMMUNICATIONS INC. | May 9, 2024 | Ratification of appointment of independent registered public accounting firm Audit-related |
Board | Not determined | Split 19 FOR, 1 AGAINST |
FOR 14 funds |
| VERRA MOBILITY CORP. | May 21, 2024 | Approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | Split 3 FOR, 3 AGAINST |
FOR 8 funds |
| VERVE THERAPEUTICS INC. | June 6, 2024 | Approval, on an advisory basis, of the compensation paid to our named executive officers. Say-on-Pay |
Board | For | Split 2 FOR, 4 AGAINST |
FOR 5 funds |
| VICI PROPERTIES INC. | April 30, 2024 | To approve (on a non-binding, advisory basis) the compensation of our named executive officers. Say-on-Pay |
Board | For | Split 19 FOR, 1 AGAINST |
FOR 17 funds |
| VIEMED HEALTHCARE INC. | June 6, 2024 | To consider and, if thought appropriate, to pass an ordinary resolution (the text of which is disclosed in Section 10(iv) of the Management Information and Proxy Circular) to ratify, confirm and approve the 2024 Long Term Incentive Plan of the Corporation, as more particularly described in the Management Information and Proxy Circular. Compensation |
Board | For | Split 5 FOR, 2 AGAINST |
FOR 2 funds |
| VIR BIOTECHNOLOGY INC. | May 29, 2024 | To approve, on an advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | Split 4 FOR, 3 AGAINST |
AGAINST 8 funds |
| VIRGIN GALACTIC HOLDINGS INC. | June 12, 2024 | Approval, on an advisory (non-binding) basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | Split 4 FOR, 2 AGAINST |
AGAINST 3 funds |
| VIRTUS INVESTMENT PARTNERS INC. | May 15, 2024 | To approve an amendment to the Company's Amended and Restated Omnibus Incentive and Equity Plan to increase the number of shares available for issuance by 455,000 shares. Compensation |
Board | For | Split 4 FOR, 2 AGAINST |
FOR 6 funds |
| VISA INC. | January 23, 2024 | To approve, on an advisory basis, the compensation paid to our named executive officers. Say-on-Pay |
Board | For | Split 26 FOR, 2 AGAINST |
FOR 19 funds |
| VMWARE INC. | July 13, 2023 | Election of Directors: Anthony Bates Director Elections |
Board | For | Split 2 FOR, 6 AGAINST |
FOR 11 funds |
| VORNADO REALTY TRUST | May 23, 2024 | NON-BINDING, ADVISORY RESOLUTION ON EXECUTIVE COMPENSATION. Say-on-Pay |
Board | For | Split 2 FOR, 5 AGAINST |
AGAINST 14 funds |
| VULCAN MATERIALS CO. | May 10, 2024 | Election of Directors: Cynthia L. Hostetler Director Elections |
Board | For | Split 9 FOR, 11 AGAINST |
FOR 14 funds |
| VULCAN MATERIALS CO. | May 10, 2024 | Election of Directors: Thomas A. Fanning Director Elections |
Board | For | Split 12 FOR, 8 AGAINST |
FOR 14 funds |
| VUZIX CORP. | June 13, 2024 | To approve, by non-binding vote, the compensation disclosed in the Proxy Statement of the Company's executive officers, who are named in the Proxy Statement Summary Compensation Table. Say-on-Pay |
Board | For | Split 5 FOR, 2 AGAINST |
FOR 2 funds |
| W.W. GRAINGER INC. | April 24, 2024 | Election of Directors: Beatriz R. Perez Director Elections |
Board | For | Split 21 FOR, 1 AGAINST |
AGAINST 13 funds |
| W.W. GRAINGER INC. | April 24, 2024 | Election of Directors: Cindy J. Miller Director Elections |
Board | For | Split 13 FOR, 8 AGAINST |
FOR 13 funds |
| W.W. GRAINGER INC. | April 24, 2024 | Election of Directors: D.G. Macpherson Director Elections |
Board | For | Split 21 FOR, 1 AGAINST |
FOR 13 funds |
| W.W. GRAINGER INC. | April 24, 2024 | Election of Directors: Rodney C. Adkins Director Elections |
Board | For | Split 19 FOR, 3 AGAINST |
FOR 13 funds |
| W.W. GRAINGER INC. | April 24, 2024 | Election of Directors: Steven A. White Director Elections |
Board | For | Split 21 FOR, 1 AGAINST |
FOR 13 funds |
| W.W. GRAINGER INC. | April 24, 2024 | Election of Directors: Stuart L. Levenick Director Elections |
Board | For | Split 21 FOR, 1 AGAINST |
FOR 13 funds |
| W.W. GRAINGER INC. | April 24, 2024 | Say on Pay proposal to approve on a non-binding advisory basis the compensation of W.W. Grainger, Inc.'s Named Executive Officers. Say-on-Pay |
Board | For | Split 21 FOR, 1 AGAINST |
FOR 15 funds |
| WALMART INC. | June 5, 2024 | Election of Directors: Carla A. Harris Director Elections |
Board | For | Split 20 FOR, 1 AGAINST |
FOR 14 funds |
| WALMART INC. | June 5, 2024 | Election of Directors: Thomas W. Horton Director Elections |
Board | For | Split 19 FOR, 2 AGAINST |
FOR 14 funds |
| WARNER BROS. DISCOVERY INC. | June 3, 2024 | To approve the amended and restated Warner Bros. Discovery, Inc. Stock Incentive Plan. Compensation |
Board | For | Split 19 FOR, 2 AGAINST |
FOR 13 funds |
| WARNER BROS. DISCOVERY INC. | June 3, 2024 | To vote on an advisory resolution to approve the 2023 compensation of Warner Bros. Discovery, Inc.'s named executive officers, commonly referred to as a "Say-on-Pay" vote. Say-on-Pay |
Board | For | Split 7 FOR, 13 AGAINST |
AGAINST 15 funds |
| WARRIOR MET COAL INC. | April 25, 2024 | MANAGEMENT PROPOSAL: To approve, on an advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | Contested | Split 2 FOR, 3 AGAINST |
FOR 8 funds |
| WASTE MANAGEMENT INC. | May 14, 2024 | Election of Directors: Victoria M. Holt Director Elections |
Board | For | Split 20 FOR, 1 AGAINST |
FOR 13 funds |
| WASTE MANAGEMENT INC. | May 14, 2024 | Ratification of the appointment of Ernst & Young LLP as the independent registered public accounting firm for 2024. Audit-related |
Board | For | Split 20 FOR, 1 AGAINST |
FOR 13 funds |
| WATERS CORP. | May 23, 2024 | To ratify the selection of PricewaterhouseCoopers LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2024; Audit-related |
Board | For | Split 20 FOR, 1 AGAINST |
FOR 13 funds |
| WESTERN DIGITAL CORP. | November 15, 2023 | Approval of an amendment and restatement of our 2021 Long-Term Incentive Plan to increase by 2.35 million the number of shares of our common stock available for issuance under that plan. Compensation |
Board | For | Split 9 FOR, 8 AGAINST |
FOR 14 funds |
| WIDEOPENWEST INC. | May 9, 2024 | Approve an amendment to the WideOpenWest, Inc.'s 2017 Omnibus Incentive Plan. Compensation |
Board | For | Split 6 FOR, 1 AGAINST |
FOR 7 funds |
| WIDEOPENWEST INC. | May 9, 2024 | Election of Directors: Jeffrey Marcus Director Elections |
Board | For | Split 4 FOR, 2 AGAINST |
FOR 7 funds |
| WIDEOPENWEST INC. | May 9, 2024 | Election of Directors: Phil Seskin Director Elections |
Board | For | Split 4 FOR, 2 AGAINST |
FOR 7 funds |
| WILLDAN GROUP INC. | June 13, 2024 | Approval of an amendment to our 2008 Performance Incentive Plan (the "2008 Plan"), including an increase in the number of shares available for grant under the 2008 Plan. Compensation |
Board | For | Split 5 FOR, 2 AGAINST |
FOR 2 funds |
| WILLIAMS-SONOMA INC. | May 29, 2024 | Election of Directors: William Ready Director Elections |
Board | For | Split 8 FOR, 3 AGAINST |
AGAINST 13 funds |
| WK KELLOGG CO. | May 2, 2024 | Approval of an amendment to the Company's 2023 Long-Term Incentive Plan. Compensation |
Board | Not determined | Split 3 FOR, 1 AGAINST |
FOR 10 funds |
| WOLFSPEED INC. | October 23, 2023 | APPROVAL OF AMENDMENT TO THE ARTICLES OF INCORPORATION TO INCREASE THE NUMBER OF AUTHORIZED SHARES OF COMMON STOCK FROM 200,000,000 TO 400,000,000. Capital Structure |
Board | For | Split 8 FOR, 2 AGAINST |
FOR 12 funds |
| WOLVERINE WORLD WIDE INC. | May 2, 2024 | Proposal to approve the Stock Incentive Plan of 2024. Compensation |
Board | For | Split 1 FOR, 1 AGAINST |
FOR 7 funds |
| WORKDAY INC. | June 18, 2024 | To approve, on an advisory basis, the compensation of our named executive officers as disclosed in the Proxy Statement. Say-on-Pay |
Board | For | Split 2 FOR, 9 AGAINST |
AGAINST 12 funds |
| WORKHORSE GROUP INC. | May 14, 2024 | Election of Directors: William G. Quigley III Director Elections |
Board | For | Split 6 FOR, 1 AGAINST |
FOR 4 funds |
| WORKIVA INC. | May 30, 2024 | Approval of the Amendment and Restatement of the Workiva Inc. 2014 Equity Incentive Plan to increase the number of shares that may be issued under the Plan. Compensation |
Board | For | Split 3 FOR, 4 AGAINST |
FOR 6 funds |
| WORKIVA INC. | May 30, 2024 | Election of Directors: David S. Mulcahy Director Elections |
Board | For | Split 3 FOR, 4 WITHHOLD |
FOR 6 funds |
| WORKIVA INC. | May 30, 2024 | Election of Directors: Robert H. Herz Director Elections |
Board | For | Split 3 FOR, 4 WITHHOLD |
WITHHOLD 6 funds |
| WW INTERNATIONAL INC. | May 9, 2024 | Election of Class II Directors: To elect two members to the Board of Directors to serve for a three-year term as Class II directors: Denis F. Kelly Director Elections |
Board | For | Split 5 FOR, 2 WITHHOLD |
FOR 4 funds |
| XCEL ENERGY INC. | May 22, 2024 | Approval of Xcel Energy Inc.'s executive compensation in an advisory vote (say on pay vote) Say-on-Pay |
Board | For | Split 19 FOR, 1 AGAINST |
AGAINST 15 funds |
| XERIS BIOPHARMA HOLDINGS INC. | June 5, 2024 | Election of Directors: Ricki Fairley Director Elections |
Board | For | Split 5 FOR, 2 WITHHOLD |
FOR 2 funds |
| XP INC. | October 6, 2023 | APPROVAL AND RATIFICATION OF THE REAPPOINTMENT OF EACH OF GUILHERME DIAS FERNANDES BENCHIMOL, BRUNO CONSTANTINO ALEXANDRE DOS SANTOS, BERNARDO AMARAL BOTELHO, FABRICIO CUNHA DE ALMEIDA, MARTIN EMILIANO ESCOBARI LIFCHITZ, GABRIEL KLAS DA ROCHA LEAL, LUIZ FELIPE AMARAL CALABRO AND CRISTIANA PEREIRA AS DIRECTORS. Director Elections |
Board | For | Split 6 FOR, 1 AGAINST |
AGAINST 7 funds |
| XP INC. | May 24, 2024 | Approval of the reappointment of Gabriel Klas da Rocha Leal as a director. Director Elections |
Board | For | Split 2 FOR, 5 AGAINST |
FOR 6 funds |
| XP INC. | May 24, 2024 | Approval of the reappointment of Guilherme Dias Fernandes Benchimol as a director. Director Elections |
Board | For | Split 2 FOR, 5 AGAINST |
FOR 6 funds |
| YUM BRANDS INC. | May 16, 2024 | Advisory Vote on Executive Compensation. Say-on-Pay |
Board | For | Split 24 FOR, 1 AGAINST |
FOR 15 funds |
| YUM! BRANDS INC. | May 16, 2024 | Ratification of Independent Auditors. Audit-related |
Board | For | Split 24 FOR, 1 AGAINST |
FOR 14 funds |
| ZEBRA TECHNOLOGIES CORP. | May 9, 2024 | Advisory vote to approve Named Executive Officers' compensation. Say-on-Pay |
Board | Not determined | Split 2 FOR, 21 AGAINST |
AGAINST 16 funds |
| ZENTALIS PHARMACEUTICALS INC. | June 21, 2024 | To approve, on an advisory (non-binding) basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | Split 3 FOR, 4 AGAINST |
AGAINST 5 funds |
| ZOETIS INC. | May 22, 2024 | Advisory vote to approve our executive compensation. Say-on-Pay |
Board | For | Split 20 FOR, 1 AGAINST |
FOR 19 funds |
| ZSCALER INC. | January 5, 2024 | To approve on a non-binding, advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | Split 1 FOR, 4 AGAINST |
AGAINST 9 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.