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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
COHU INC. June 5, 2024 Election of three (3) Class 2 directors, for a term of three years each: Yon Y. Jorden
Director Elections
Board For Split
3 FOR, 3 AGAINST
FOR
7 funds
COLGATE-PALMOLIVE CO. May 10, 2024 Advisory vote on executive compensation.
Say-on-Pay
Board For Split
18 FOR, 1 AGAINST
FOR
14 funds
COLGATE-PALMOLIVE CO. May 10, 2024 Election of directors: John P. Bilbrey
Director Elections
Board For Split
16 FOR, 3 AGAINST
FOR
12 funds
COLGATE-PALMOLIVE CO. May 10, 2024 Ratify selection of PricewaterhouseCoopers LLP as Colgate's independent registered public accounting firm.
Audit-related
Board For Split
18 FOR, 1 AGAINST
FOR
12 funds
COLUMBIA BANKING SYSTEM INC. May 8, 2024 To approve, on an advisory basis, the compensation of Columbia Banking System, Inc.'s named executive officers.
Say-on-Pay
Board For Split
3 FOR, 4 AGAINST
FOR
12 funds
COMCAST CORP. June 10, 2024 Advisory vote on executive compensation
Say-on-Pay
Board For Split
16 FOR, 4 AGAINST
FOR
16 funds
COMCAST CORP. June 10, 2024 Ratification of the appointment of our independent auditors
Audit-related
Board For Split
19 FOR, 1 AGAINST
FOR
13 funds
COMMERCE BANCSHARES INC. April 17, 2024 To elect three Directors to the 2027 Class for a term of three years: Terry D. Bassham
Director Elections
Board For Split
4 FOR, 3 WITHHOLD
FOR
12 funds
COMMSCOPE HOLDING COMPANY INC. May 9, 2024 Election of eight directors: Joanne M. Maguire
Director Elections
Board For Split
5 FOR, 3 AGAINST
AGAINST
8 funds
COMMUNITY HEALTHCARE TRUST INC. May 2, 2024 To approve the Community Healthcare Trust Incorporated 2024 Incentive Plan.
Compensation
Board For Split
4 FOR, 3 AGAINST
FOR
4 funds
COMPASS INC. June 5, 2024 Advisory Vote to Approve 2023 Named Executive Officer Compensation ("Say-on-Pay Vote")
Say-on-Pay
Board For Split
4 FOR, 3 AGAINST
AGAINST
9 funds
COMPASS INC. June 5, 2024 Election of Class III Directors: Josh McCarter
Director Elections
Board For Split
4 FOR, 3 AGAINST
FOR
8 funds
COMPASS INC. June 5, 2024 Election of Class III Directors: Steven Sordello
Director Elections
Board For Split
4 FOR, 3 AGAINST
AGAINST
8 funds
COMPASS MINERALS INTERNATIONAL INC. March 5, 2024 Approve, on an advisory basis, the compensation of our named executive officers.
Say-on-Pay
Board For Split
4 FOR, 2 AGAINST
FOR
9 funds
CONAGRA BRANDS INC. September 14, 2023 Advisory vote to approve named executive officer compensation
Say-on-Pay
Board For Split
19 FOR, 1 AGAINST
FOR
14 funds
CONAGRA BRANDS INC. September 14, 2023 Approval of the Conagra Brands, Inc. 2023 Stock Plan
Compensation
Board For Split
19 FOR, 1 AGAINST
FOR
13 funds
CONCENTRIX CORP. August 4, 2023 Approve the issuance of 15,611,885 shares of common stock, par value $0.0001 per share, of Concentrix Corporation, in exchange for certain shares of the capital stock of Marnix Lux SA.
Extraordinary Transactions
Board For Split
2 FOR, 4 ABSTAIN
FOR
12 funds
CONOCOPHILLIPS May 14, 2024 ELECTION OF DIRECTORS: Eric D. Mullins
Director Elections
Board For Split
22 FOR, 1 AGAINST
FOR
12 funds
CONSOLIDATED COMMUNICATIONS HOLDINGS INC. January 31, 2024 To approve and adopt the Agreement and Plan of Merger, dated October 15, 2023 (the ''merger agreement''), by and among Consolidated Communications Holdings, Inc. (the ''Company''), Condor Holdings LLC (''Parent'') and Condor Merger Sub Inc. (''Merger Sub''), pursuant to which, among other things, Merger Sub will merge with and into the Company (the ''merger''), with the Company surviving the merger as a wholly owned subsidiary of Parent, and the other transactions contemplated thereby.
Extraordinary Transactions
Board For Split
5 FOR, 2 ABSTAIN
FOR
7 funds
CONSOLIDATED EDISON INC. May 20, 2024 Election of Directors: Timothy P. Cawley
Director Elections
Board For Split
18 FOR, 1 AGAINST
FOR
13 funds
CONSOLIDATED EDISON INC. May 20, 2024 Election of Directors: William J. Mulrow
Director Elections
Board For Split
18 FOR, 1 AGAINST
FOR
13 funds
CONSOLIDATED EDISON INC. May 20, 2024 Ratification of appointment of independent accountants.
Audit-related
Board For Split
18 FOR, 1 AGAINST
FOR
13 funds
CONSTELLATION BRANDS INC. July 18, 2023 Election of Directors: Daniel J. McCarthy
Director Elections
Board For Split
20 FOR, 1 AGAINST
FOR
14 funds
CONSTELLATION BRANDS INC. July 18, 2023 Election of Directors: Jennifer M. Daniels
Director Elections
Board For Split
20 FOR, 1 AGAINST
FOR
14 funds
CONSTELLATION BRANDS INC. July 18, 2023 Election of Directors: Jose Manuel Madero Garza
Director Elections
Board For Split
20 FOR, 1 AGAINST
FOR
14 funds
CONSTELLATION BRANDS INC. July 18, 2023 Election of Directors: Richard Sands
Director Elections
Board For Split
18 FOR, 2 AGAINST
FOR
14 funds
CONSTELLATION BRANDS INC. July 18, 2023 Election of Directors: Robert Sands
Director Elections
Board For Split
18 FOR, 2 AGAINST
FOR
14 funds
CONSTRUCTION PARTNERS INC March 20, 2024 Proposal to approve the adoption of the Construction Partners, Inc. 2024 Restricted Stock Plan
Compensation
Board For Split
2 FOR, 3 AGAINST
AGAINST
7 funds
CONTANGO ORE INC. November 14, 2023 To approve the 2023 Omnibus Incentive Plan.
Compensation
Board For Split
6 FOR, 1 AGAINST
FOR
2 funds
CONTEXTLOGIC INC. June 18, 2024 To approve, on an advisory basis, our executive compensation for the year ended December 31, 2023, as disclosed herein.
Say-on-Pay
Board For Split
5 FOR, 2 AGAINST
AGAINST
6 funds
COPART INC. December 8, 2023 To approve, on an advisory (non-binding) basis, the compensation of our named executive officers for the fiscal year ended July 31, 2023
Say-on-Pay
Board For Split
18 FOR, 2 AGAINST
FOR
16 funds
CORBUS PHARMACEUTICALS HOLDINGS INC. May 16, 2024 Approval of the Company's 2024 Equity Compensation Plan.
Compensation
Board For Split
1 FOR, 1 AGAINST
FOR
1 fund
CORCEPT THERAPEUTICS INC. May 17, 2024 To approve the Corcept Therapeutics Incorporated 2024 Incentive Award Plan.
Compensation
Board For Split
3 FOR, 3 AGAINST
FOR
7 funds
CORNING INC. May 2, 2024 Election of Directors: Hansel E. Tookes II
Director Elections
Board Not determined Split
17 FOR, 2 AGAINST
FOR
13 funds
CORSAIR GAMING INC. June 6, 2024 To approve, on a non-binding, advisory basis, the compensation of our named executive officers, or a Say-on-Pay vote.
Say-on-Pay
Board For Split
4 FOR, 4 AGAINST
FOR
5 funds
CORTEVA INC. April 26, 2024 Advisory resolution to approve executive compensation of the Company's named executive officers.
Say-on-Pay
Board For Split
24 FOR, 1 AGAINST
FOR
15 funds
CORTEVA INC. April 26, 2024 Ratification of the appointment of PricewaterhouseCoopers LLP as the Company's independent registered public accounting firm appointment for 2024.
Audit-related
Board For Split
24 FOR, 1 AGAINST
FOR
13 funds
COSTCO WHOLESALE CORP. January 18, 2024 Approval, on an advisory basis, of executive compensation.
Say-on-Pay
Board For Split
18 FOR, 1 AGAINST
FOR
17 funds
COSTCO WHOLESALE CORP. January 18, 2024 Ratification of selection of independent auditors.
Audit-related
Board For Split
18 FOR, 1 AGAINST
FOR
14 funds
COTERRA ENERGY INC. May 1, 2024 A non-binding advisory vote to approve the compensation of our named executive officers.
Say-on-Pay
Board Not determined Split
19 FOR, 1 AGAINST
FOR
12 funds
COUCHBASE INC. May 30, 2024 Election of Class III Directors: Richard A. Simonson
Director Elections
Board For Split
3 FOR, 2 WITHHOLD
FOR
4 funds
COUPANG INC. June 13, 2024 Election of Directors: Ambereen Toubassy
Director Elections
Board For Split
1 FOR, 3 AGAINST
FOR
6 funds
COUPANG INC. June 13, 2024 Election of Directors: Jason Child
Director Elections
Board For Split
1 FOR, 3 AGAINST
FOR
6 funds
COUPANG INC. June 13, 2024 Election of Directors: Kevin Warsh
Director Elections
Board For Split
1 FOR, 3 AGAINST
AGAINST
6 funds
COUPANG INC. June 13, 2024 Election of Directors: Pedro Franceschi
Director Elections
Board For Split
1 FOR, 3 AGAINST
FOR
6 funds
CRA INTERNATIONAL INC. July 13, 2023 To consider and vote upon the election of three Class I Directors: Christine R. Detrick
Director Elections
Board For Split
4 FOR, 2 WITHHOLD
FOR
5 funds
CRA INTERNATIONAL INC. July 13, 2023 To consider and vote upon the election of three Class I Directors: William F. Concannon
Director Elections
Board For Split
4 FOR, 2 WITHHOLD
FOR
5 funds
CREDIT ACCEPTANCE CORP. June 5, 2024 Election of Directors: Scott J. Vassalluzzo
Director Elections
Board For Split
2 FOR, 1 WITHHOLD
FOR
12 funds
CREDIT ACCEPTANCE CORP. June 5, 2024 Election of Directors: Thomas N. Tryforos
Director Elections
Board For Split
2 FOR, 1 WITHHOLD
FOR
12 funds
CREDIT ACCEPTANCE CORP. June 5, 2024 Election of Directors: Vinayak R. Hegde
Director Elections
Board For Split
2 FOR, 1 WITHHOLD
FOR
12 funds
CRICUT INC. May 16, 2024 To approve, by non-binding vote, named executive officer compensation.
Say-on-Pay
Board For Split
4 FOR, 2 AGAINST
AGAINST
3 funds
CRISPR THERAPEUTICS AG May 30, 2024 Approval of amendments to the Articles of Association to facilitate the use of equity compensation and pension benefits programs consistent with current market practices.
Compensation
Board For Split
2 FOR, 1 AGAINST
FOR
4 funds
CRISPR THERAPEUTICS AG May 30, 2024 Approval of an amendment to the CRISPR Therapeutics AG 2018 Stock Option and Incentive Plan.
Compensation
Board For Split
2 FOR, 1 AGAINST
FOR
4 funds
CRISPR THERAPEUTICS AG May 30, 2024 Approval of an increase of the conditional share capital for employee equity plans.
Compensation
Board For Split
2 FOR, 1 AGAINST
AGAINST
4 funds
CRISPR THERAPEUTICS AG May 30, 2024 Binding vote on maximum equity for members of the Executive Committee from the 2024 Annual General Meeting to the 2025 annual general meeting of shareholders.
Compensation
Board For Split
2 FOR, 1 AGAINST
AGAINST
4 funds
CRISPR THERAPEUTICS AG May 30, 2024 Binding vote on maximum non-performance-related compensation for members of the Executive Committee from July 1, 2024 to June 30, 2025.
Compensation
Board For Split
2 FOR, 1 AGAINST
FOR
4 funds
CRISPR THERAPEUTICS AG May 30, 2024 Binding vote on maximum variable compensation for members of the Executive Committee for the current year ending December 31, 2024.
Compensation
Board For Split
2 FOR, 1 AGAINST
FOR
4 funds
CRISPR THERAPEUTICS AG May 30, 2024 Non-binding advisory vote on the 2023 Compensation Report.
Compensation
Board For Split
2 FOR, 1 AGAINST
AGAINST
4 funds
CSX CORP. May 8, 2024 Advisory (non-binding) resolution to approve compensation for the Company's named executive officers.
Say-on-Pay
Board For Split
22 FOR, 1 AGAINST
FOR
15 funds
CSX CORP. May 8, 2024 Election of Directors: John J. Zillmer
Director Elections
Board For Split
7 FOR, 16 AGAINST
FOR
13 funds
CSX CORP. May 8, 2024 The ratification of the appointment of Ernst & Young LLP as the Independent Registered Public Accounting Firm for 2024.
Audit-related
Board For Split
22 FOR, 1 AGAINST
FOR
13 funds
CUTERA INC. July 13, 2023 Approval of the amendment and restatement of our 2019 Equity Incentive Plan to increase the total shares available for issuance under the 2019 Equity Incentive Plan by 1,300,000 shares.
Compensation
Board For Split
7 FOR, 1 AGAINST
FOR
2 funds
CUTERA INC. July 13, 2023 Election of Directors: Keith Sullivan
Director Elections
Board For Split
5 FOR, 2 AGAINST
AGAINST
2 funds
CVS HEALTH CORP. May 16, 2024 Ratification of the Appointment of Our Independent Registered Public Accounting Firm for 2024.
Audit-related
Board For Split
20 FOR, 1 AGAINST
FOR
13 funds
DANAHER CORP. May 7, 2024 To approve on an advisory basis the Company's named executive officer compensation.
Say-on-Pay
Board For Split
25 FOR, 1 AGAINST
FOR
16 funds
DANAHER CORP. May 7, 2024 To ratify the selection of Ernst & Young LLP as Danaher's independent registered public accounting firm for the year ending December 31, 2024.
Audit-related
Board For Split
25 FOR, 1 AGAINST
FOR
13 funds
DASEKE INC. March 26, 2024 Proposal to adopt the Agreement and Plan of Merger, dated as of December 22, 2023 (as it may be amended, supplemented or otherwise modified from time to time, the "Merger Agreement"), by and among the Company, TFI International Inc. and Diocletian MergerCo, Inc., a copy of which is attached as Annex A to the proxy statement.
Extraordinary Transactions
Board For Split
6 FOR, 2 ABSTAIN
FOR
7 funds
DELTA AIR LINES INC. June 20, 2024 Election of Nominees for Director: Sergio A. L. Rial
Director Elections
Board For Split
15 FOR, 6 AGAINST
FOR
14 funds
DENBURY INC. October 31, 2023 The Advisory Compensation Proposal: To approve, on an advisory (non-binding) basis, certain compensation that may be paid or become payable to Denbury's named executive officers in connection with the Merger.
Say-on-Pay
Board For Split
4 FOR, 3 AGAINST
AGAINST
11 funds
DENBURY INC. October 31, 2023 The Merger Agreement Proposal: To approve and adopt the Agreement and Plan of Merger, dated July 13, 2023, pursuant to which, among other things, EMPF Corporation, a wholly owned subsidiary of Exxon Mobil Corporation ("ExxonMobil"), will merge with and into Denbury Inc. ("Denbury"), and each outstanding share of Denbury common stock, par value $0.001 per share, will be converted into the right to receive 0.840 shares of ExxonMobil common stock, without par value (the "Merger"); and
Extraordinary Transactions
Board For Split
4 FOR, 3 ABSTAIN
FOR
9 funds
DESKTOP METAL INC. September 28, 2023 To approve the adoption of the Agreement and Plan of Merger, dated as of May 25, 2023 (which, as it may be amended from time to time, is referred to as the Merger Agreement), by and among Stratasys Ltd. ("Stratasys"), an Israeli company, and Tetris Sub Inc., a Delaware corporation and wholly-owned subsidiary of Stratasys, and Desktop Metal, Inc. ("Desktop Metal"), a Delaware corporation, a copy of which is attached as Annex A to the joint proxy statement/prospectus.
Extraordinary Transactions
Board For Split
4 FOR, 2 ABSTAIN
FOR
4 funds
DESKTOP METAL INC. June 7, 2024 Election of Class I Directors: Dayna Grayson
Director Elections
Board For Split
4 FOR, 2 WITHHOLD
FOR
4 funds
DIAMOND HILL INVESTMENT GROUP INC. May 9, 2024 Approval on an advisory basis of the 2023 compensation of the Company's named executive officers.
Say-on-Pay
Board For Split
5 FOR, 2 AGAINST
FOR
8 funds
DIGI INTERNATIONAL INC. January 29, 2024 Election of Directors: Christopher D. Heim
Director Elections
Board For Split
3 FOR, 5 AGAINST
FOR
4 funds
DIGI INTERNATIONAL INC. January 29, 2024 Election of Directors: Sally J. Smith
Director Elections
Board For Split
5 FOR, 3 AGAINST
AGAINST
4 funds
DISTRIBUTION SOLUTIONS GROUP INC. May 23, 2024 Election of seven directors to serve one year: Mark F. Moon
Director Elections
Board For Split
2 FOR, 6 WITHHOLD
FOR
4 funds
DOCUSIGN INC. May 29, 2024 Election of Class III Directors: Enrique Salem
Director Elections
Board For Split
4 FOR, 4 AGAINST
FOR
9 funds
DOCUSIGN INC. May 29, 2024 Election of Class III Directors: Maggie Wilderotter
Director Elections
Board For Split
4 FOR, 4 AGAINST
FOR
9 funds
DOCUSIGN INC. May 29, 2024 Election of Class III Directors: Peter Solvik
Director Elections
Board For Split
4 FOR, 4 AGAINST
AGAINST
9 funds
DOMINION ENERGY INC. May 7, 2024 Election of Directors. The nominees are: Susan N. Story
Director Elections
Board For Split
17 FOR, 1 AGAINST
FOR
12 funds
DONEGAL GROUP INC. April 18, 2024 Adopt our 2024 equity incentive plan for directors.
Compensation
Board For Split
4 FOR, 2 AGAINST
FOR
2 funds
DOUGLAS EMMETT INC. May 30, 2024 To approve, in a non-binding advisory vote, our executive compensation.
Say-on-Pay
Board For Split
4 FOR, 3 AGAINST
AGAINST
10 funds
DOW INC. April 11, 2024 Election of Directors: Jacqueline C. Hinman
Director Elections
Board For Split
16 FOR, 1 AGAINST
FOR
12 funds
DRAFTKINGS INC. May 13, 2024 To conduct a non-binding advisory vote on executive compensation.
Say-on-Pay
Board For Split
2 FOR, 3 AGAINST
AGAINST
10 funds
DRIL-QUIP INC. May 7, 2024 Election of Director: Amy B. Schwetz
Director Elections
Board For Split
3 FOR, 3 AGAINST, 1 ABSTAIN
FOR
7 funds
DRIVEN BRANDS HOLDINGS INC. May 9, 2024 Approval of the Amended and Restated Driven Brands Holdings Inc. 2021 Omnibus Incentive Plan.
Compensation
Board For Split
1 FOR, 3 AGAINST
FOR
5 funds
DUKE ENERGY CORP. May 9, 2024 Election of directors: Caroline Dorsa
Director Elections
Board Not determined Split
17 FOR, 1 AGAINST
FOR
14 funds
DULUTH HOLDINGS INC. May 23, 2024 Election of Directors: Brett L. Paschke
Director Elections
Board For Split
6 FOR, 1 WITHHOLD
FOR
2 funds
DULUTH HOLDINGS INC. May 23, 2024 Election of Directors: David C. Finch
Director Elections
Board For Split
6 FOR, 1 WITHHOLD
WITHHOLD
2 funds
DULUTH HOLDINGS INC. May 23, 2024 Election of Directors: Francesca M. Edwardson
Director Elections
Board For Split
6 FOR, 1 WITHHOLD
FOR
2 funds
DULUTH HOLDINGS INC. May 23, 2024 Election of Directors: Scott K. Williams
Director Elections
Board For Split
6 FOR, 1 WITHHOLD
FOR
2 funds
DULUTH HOLDINGS INC. May 23, 2024 Election of Directors: Susan J. Riley
Director Elections
Board For Split
6 FOR, 1 WITHHOLD
FOR
2 funds
DULUTH HOLDINGS INC. May 23, 2024 To approve the 2024 Equity Incentive Plan of Duluth Holdings Inc.
Compensation
Board For Split
6 FOR, 1 AGAINST
FOR
2 funds
DUN & BRADSTREET HOLDINGS INC. June 12, 2024 Approval of a non-binding advisory resolution on the compensation paid to our named executive officers.
Say-on-Pay
Board For Split
1 FOR, 4 AGAINST
FOR
13 funds
DYCOM INDUSTRIES INC. May 23, 2024 Election of Directors: Carmen M. Sabater
Director Elections
Board For Split
3 FOR, 2 AGAINST
FOR
7 funds
DYCOM INDUSTRIES INC. May 23, 2024 Election of Directors: Jennifer M. Fritzsche
Director Elections
Board For Split
3 FOR, 2 AGAINST
FOR
7 funds
DYNEX CAPITAL INC. May 17, 2024 To approve, in an advisory and non-binding vote, the compensation of the Company's named executive officers as disclosed in the accompanying Proxy Statement;
Say-on-Pay
Board For Split
4 FOR, 2 AGAINST
AGAINST
6 funds
E.W. SCRIPPS CO. May 6, 2024 Election of Directors: Burton F. Jablin
Director Elections
Board For Split
5 FOR, 2 WITHHOLD
FOR
8 funds
E.W. SCRIPPS CO. May 6, 2024 Election of Directors: Kim Williams
Director Elections
Board For Split
5 FOR, 2 WITHHOLD
WITHHOLD
8 funds
EAGLE BULK SHIPPING INC. April 5, 2024 The Convertible Note Share Issuance Proposal. To approve the issuance of shares of common stock issuable upon the potential future conversion of Eagle's 5.00% Convertible Senior Notes due 2024 in excess of the conversion share cap set forth in the Indenture, dated as of July 29, 2019 between Eagle and Deutsche Bank Trust Company Americas (the "convertible note share issuance proposal").
Capital Structure
Board For Split
4 FOR, 2 ABSTAIN
FOR
2 funds

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How items are matched and positions counted: see the comparison table and the methodology. Built October 18, 2026 from SEC Form N-PX filings.