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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
EAGLE BULK SHIPPING INC. April 5, 2024 The Merger Proposal. To approve and authorize the Agreement and Plan of Merger, dated as of December 11, 2023 (the "merger agreement"), by and among Star Bulk Carriers Corp. ("Star Bulk"), Star Infinity Corp. (the "Merger Sub"), and Eagle Bulk Shipping Inc. ("Eagle"), and the merger of Merger Sub with and into Eagle, with Eagle being the surviving corporation in the merger and a wholly owned subsidiary of Star Bulk (the "merger") (the "merger proposal").
Extraordinary Transactions
Board For Split
4 FOR, 2 ABSTAIN
FOR
2 funds
EARTHSTONE ENERGY INC. October 30, 2023 To approve and adopt the merger agreement, by and among Earthstone, Earthstone Energy Holdings, LLC ("Earthstone OpCo"), Permian Resources Corporation ("Permian Resources"), Smits Merger Sub I Inc. ("Merger Sub I"), Smits Merger Sub II LLC ("Merger Sub II") and Permian Resources Operating, LLC ("Permian Resources OpCo"), pursuant to which (i) Merger Sub I will merge with and into Earthstone, with Earthstone continuing its existence as the surviving corporation following the Initial Company Merger as a direct, wholly owned subsidiary of Permian Resources as the "Initial Surviving Corporation." (ii) the Initial Surviving Corporation will merge with and into Merger Sub II, with Merger Sub II surviving as a direct, wholly owned subsidiary of Permian Resources, and (iii) Earthstone OpCo will merge with and into Permian Resources OpCo;
Extraordinary Transactions
Board For Split
3 FOR, 2 ABSTAIN
FOR
4 funds
EASTERLY GOVERNMENT PROPERTIES INC. May 17, 2024 Approval, on a non-binding advisory basis, of our named executive officer compensation.
Say-on-Pay
Board For Split
3 FOR, 4 AGAINST
FOR
10 funds
EASTERLY GOVERNMENT PROPERTIES INC. May 17, 2024 Election of Directors: Emil W. Henry, Jr.
Director Elections
Board For Split
3 FOR, 4 AGAINST
FOR
9 funds
EASTERLY GOVERNMENT PROPERTIES INC. May 17, 2024 Election of Directors: William H. Binnie
Director Elections
Board For Split
3 FOR, 4 AGAINST
FOR
9 funds
EASTMAN KODAK CO. May 15, 2024 Approval of the Second Amendment to the Amended and Restated 2013 Omnibus Incentive Plan
Compensation
Board For Split
5 FOR, 2 AGAINST
FOR
2 funds
EATON CORPORATION PLC April 24, 2024 Approving the appointment of Ernst & Young as independent auditor for 2024 and authorizing the Audit Committee of the Board of Directors to set its remuneration.
Audit-related
Board For Split
22 FOR, 1 AGAINST
FOR
12 funds
EATON CORPORATION PLC April 24, 2024 Approving, on an advisory basis, the Company's executive compensation.
Say-on-Pay
Board For Split
22 FOR, 1 AGAINST
FOR
14 funds
EATON CORPORATION PLC April 24, 2024 Election of Directors: Craig Arnold
Director Elections
Board For Split
22 FOR, 1 AGAINST
FOR
12 funds
EATON CORPORATION PLC April 24, 2024 Election of Directors: Gregory R. Page
Director Elections
Board For Split
22 FOR, 1 AGAINST
FOR
12 funds
ECOLAB INC. May 2, 2024 Approve, on an advisory basis, the compensation of our named executive officers disclosed in the Proxy Statement.
Say-on-Pay
Board Not determined Split
24 FOR, 1 AGAINST
FOR
14 funds
ECOLAB INC. May 2, 2024 Election of Directors: John J. Zillmer
Director Elections
Board Not determined Split
5 FOR, 19 AGAINST
FOR
13 funds
ECOLAB INC. May 2, 2024 Ratify the appointment of PricewaterhouseCoopers LLP as Ecolab's independent registered public accounting firm for the current year ending December 31, 2024.
Audit-related
Board Not determined Split
24 FOR, 1 AGAINST
FOR
13 funds
EDWARDS LIFESCIENCES CORP. May 7, 2024 Advisory Vote to Approve Named Executive Officer Compensation
Say-on-Pay
Board For Split
21 FOR, 1 AGAINST
FOR
14 funds
EDWARDS LIFESCIENCES CORP. May 7, 2024 Ratification of Appointment of Independent Registered Public Accounting Firm
Audit-related
Board For Split
21 FOR, 1 AGAINST
FOR
13 funds
EHEALTH INC. June 12, 2024 Approval of the eHealth, Inc. 2024 Equity Incentive Plan.
Compensation
Board For Split
6 FOR, 2 AGAINST
FOR
2 funds
ELEVANCE HEALTH INC. May 15, 2024 Advisory vote to approve the compensation of our named executive officers.
Say-on-Pay
Board For Split
23 FOR, 1 AGAINST
FOR
16 funds
ELEVANCE HEALTH INC. May 15, 2024 To ratify the appointment of Ernst & Young LLP as the independent registered public accounting firm for 2024.
Audit-related
Board For Split
23 FOR, 1 AGAINST
FOR
14 funds
ELI LILLY & CO. May 6, 2024 Approval, on an advisory basis, of the compensation paid to the company's named executive officers.
Say-on-Pay
Board For Split
21 FOR, 1 AGAINST
FOR
18 funds
ELI LILLY AND CO. May 6, 2024 Election of the following directors, each to serve a three-year term: J. Erik Fyrwald
Director Elections
Board For Split
13 FOR, 7 AGAINST
FOR
15 funds
ELI LILLY AND CO. May 6, 2024 Ratification of the appointment of Ernst & Young LLP as the independent auditor for 2024.
Audit-related
Board For Split
21 FOR, 1 AGAINST
FOR
15 funds
EMPIRE STATE REALTY TRUST INC. May 9, 2024 Election of Directors: Grant H. Hill
Director Elections
Board For Split
3 FOR, 3 AGAINST
FOR
11 funds
EMPIRE STATE REALTY TRUST INC. May 9, 2024 Election of Directors: James D. Robinson IV
Director Elections
Board For Split
3 FOR, 3 AGAINST
FOR
11 funds
EMPIRE STATE REALTY TRUST INC. May 9, 2024 Election of Directors: Patricia S. Han
Director Elections
Board For Split
3 FOR, 3 AGAINST
FOR
11 funds
EMPIRE STATE REALTY TRUST INC. May 9, 2024 Election of Directors: R. Paige Hood
Director Elections
Board For Split
3 FOR, 3 AGAINST
FOR
11 funds
EMPIRE STATE REALTY TRUST INC. May 9, 2024 Election of Directors: S. Michael Giliberto
Director Elections
Board For Split
3 FOR, 3 AGAINST
FOR
11 funds
EMPIRE STATE REALTY TRUST INC. May 9, 2024 Election of Directors: Steven J. Gilbert
Director Elections
Board For Split
3 FOR, 3 AGAINST
FOR
11 funds
EMPIRE STATE REALTY TRUST INC. May 9, 2024 Election of Directors: Thomas J. DeRosa
Director Elections
Board For Split
3 FOR, 3 AGAINST
FOR
11 funds
ENANTA PHARMACEUTICALS INC. March 6, 2024 To approve an amendment to our 2019 Equity Incentive Plan.
Compensation
Board For Split
5 FOR, 2 AGAINST
FOR
3 funds
ENBRIDGE INC. May 8, 2024 Appointment of Auditor and Authority to Set Fees
Audit-related
Board For Split
1 FOR, 1 WITHHOLD
FOR
2 funds
ENBRIDGE INC. May 8, 2024 Elect Pamela L. Carter
Director Elections
Board For Split
1 FOR, 1 AGAINST
FOR
2 funds
ENBRIDGE INC. May 8, 2024 Elect Steven W. Williams
Director Elections
Board For Split
1 FOR, 1 AGAINST
FOR
2 funds
ENERGIZER HOLDINGS INC. January 29, 2024 Election of Directors: Robert V. Vitale
Director Elections
Board For Split
4 FOR, 2 AGAINST
FOR
7 funds
ENERPAC TOOL GROUP CORP. January 25, 2024 Advisory vote to approve the compensation of our named executive officers.
Say-on-Pay
Board For Split
4 FOR, 2 AGAINST
FOR
8 funds
ENGAGESMART INC. January 23, 2024 To adopt the Agreement and Plan of Merger (as it may be amended, supplemented or modified from time to time, the ''Merger Agreement''), dated as of October 23, 2023, by and among EngageSmart, Inc. (''EngageSmart''), Icefall Parent, LLC (''Parent'') and Icefall Merger Sub, Inc. (''Merger Sub''), pursuant to which Merger Sub will merge with and into EngageSmart, with EngageSmart surviving as a wholly owned subsidiary of Parent (the ''Merger'').
Extraordinary Transactions
Board For Split
4 FOR, 3 ABSTAIN
FOR
4 funds
ENNIS INC. July 13, 2023 Election of Directors: Aaron Carter
Director Elections
Board For Split
5 FOR, 2 AGAINST
FOR
8 funds
ENOVA INTERNATIONAL INC. May 8, 2024 To approve the Enova International, Inc. Fourth Amended and Restated 2014 Long-Term Incentive Plan.
Compensation
Board For Split
3 FOR, 2 AGAINST
FOR
8 funds
ENOVIS CORP. May 20, 2024 Election of Directors: A. Clayton Perfall
Director Elections
Board For Split
7 FOR, 1 AGAINST
FOR
8 funds
ENOVIS CORP. May 20, 2024 Election of Directors: Angela S. Lalor
Director Elections
Board For Split
7 FOR, 1 AGAINST
FOR
8 funds
ENOVIS CORP. May 20, 2024 Election of Directors: Barbara W. Bodem
Director Elections
Board For Split
7 FOR, 1 AGAINST
FOR
8 funds
ENOVIS CORP. May 20, 2024 Election of Directors: Brady Shirley
Director Elections
Board For Split
7 FOR, 1 AGAINST
FOR
8 funds
ENOVIS CORP. May 20, 2024 Election of Directors: Christine Ortiz
Director Elections
Board For Split
7 FOR, 1 AGAINST
FOR
8 funds
ENOVIS CORP. May 20, 2024 Election of Directors: Liam J. Kelly
Director Elections
Board For Split
7 FOR, 1 AGAINST
FOR
8 funds
ENOVIS CORP. May 20, 2024 Election of Directors: Philip A. Okala
Director Elections
Board For Split
7 FOR, 1 AGAINST
FOR
8 funds
ENOVIS CORP. May 20, 2024 Election of Directors: Rajiv Vinnakota
Director Elections
Board For Split
7 FOR, 1 AGAINST
FOR
8 funds
ENOVIS CORP. May 20, 2024 Election of Directors: Sharon Wienbar
Director Elections
Board For Split
7 FOR, 1 AGAINST
FOR
8 funds
ENOVIX CORP. June 13, 2024 To approve, on an advisory basis, the compensation of our named executive officers.
Say-on-Pay
Board For Split
3 FOR, 2 AGAINST
FOR
5 funds
ENSTAR GROUP LTD. June 6, 2024 Advisory vote to approve executive compensation.
Say-on-Pay
Board For Split
4 FOR, 3 AGAINST
AGAINST
8 funds
ENTERGY CORP. May 3, 2024 Election of Directors: Stuart L. Levenick
Director Elections
Board For Split
20 FOR, 1 AGAINST
FOR
13 funds
ENTERGY CORP. May 3, 2024 Ratification of the Appointment of Deloitte & Touche LLP as Entergy's Independent Registered Public Accountants for 2024.
Audit-related
Board For Split
20 FOR, 1 AGAINST
FOR
13 funds
ENTRAVISION COMMUNICATIONS CORP. May 30, 2024 To approve an amendment and restatement of the Entravision Communications Corporation 2004 Equity Incentive Plan, as previously amended, to, among other things, increase the number of shares of the Company's Class A common stock authorized for issuance thereunder by 7,500,000 shares.
Compensation
Board For Split
4 FOR, 2 AGAINST
FOR
3 funds
EPAM SYSTEMS INC. May 31, 2024 Election of Directors: DeAnne Aguirre
Director Elections
Board For Split
18 FOR, 1 AGAINST
FOR
13 funds
EPAM SYSTEMS INC. May 31, 2024 Election of Directors: Robert E. Segert
Director Elections
Board For Split
16 FOR, 3 AGAINST
AGAINST
13 funds
EPR PROPERTIES May 29, 2024 Election of Trustees: James B. Connor
Director Elections
Board For Split
2 FOR, 5 AGAINST
FOR
11 funds
EQRX INC. November 8, 2023 To adopt the Agreement and Plan of Merger, dated July 31, 2023 (as it may be amended from time to time) (the "merger agreement"), by and among EQRX, Inc. ("EQRX"), Revolution Medicines, Inc. ("Revolution Medicines"), Equinox Merger Sub I, Inc., a wholly owned subsidiary of Revolution Medicines and Equinox Merger Sub LLC, a wholly owned subsidiary of Revolution Medicines (the "EQRX merger agreement proposal").
Extraordinary Transactions
Board For Split
3 FOR, 3 ABSTAIN
FOR
4 funds
EQT CORP. April 17, 2024 Election of 11 Directors: Dr. Kathryn J. Jackson
Director Elections
Board For Split
19 FOR, 1 AGAINST
FOR
14 funds
EQUITY BANCSHARES INC. April 23, 2024 Advisory vote to approve the compensation paid to the named executive officers of the Company.
Say-on-Pay
Board For Split
4 FOR, 2 AGAINST
AGAINST
3 funds
EQUITY COMMONWEALTH June 18, 2024 To approve, on a non-binding advisory basis, the compensation of our named executive officers.
Say-on-Pay
Board For Split
3 FOR, 3 AGAINST
FOR
6 funds
EQUITY RESIDENTIAL June 20, 2024 Approval of Executive Compensation.
Say-on-Pay
Board For Split
21 FOR, 1 AGAINST
FOR
17 funds
ESCO TECHNOLOGIES INC. February 7, 2024 Election of Directors: Janice L. Hess
Director Elections
Board For Split
4 FOR, 2 WITHHOLD
FOR
7 funds
ESSENT GROUP LTD. May 1, 2024 PROVIDE A NON-BINDING, ADVISORY VOTE ON OUR EXECUTIVE COMPENSATION.
Say-on-Pay
Board For Split
4 FOR, 4 AGAINST
FOR
14 funds
ESSEX PROPERTY TRUST INC. May 14, 2024 Advisory vote to approve the Company's named executive officer compensation.
Say-on-Pay
Board For Split
20 FOR, 1 AGAINST
FOR
16 funds
ESSEX PROPERTY TRUST INC. May 14, 2024 Ratification of the appointment of KPMG LLP as the independent registered public accounting firm for the Company for the year ending December 31, 2024.
Audit-related
Board For Split
20 FOR, 1 AGAINST
FOR
15 funds
ESTEE LAUDER COMPANIES INC. November 17, 2023 Advisory vote to approve executive compensation.
Say-on-Pay
Board For Split
5 FOR, 16 AGAINST
AGAINST
17 funds
ETSY INC. June 13, 2024 Advisory vote to approve named executive officer compensation.
Say-on-Pay
Board For Split
7 FOR, 12 AGAINST
FOR
16 funds
ETSY INC. June 13, 2024 Approval of the Etsy, Inc. 2024 Equity Incentive Plan.
Compensation
Board For Split
18 FOR, 2 AGAINST
FOR
15 funds
EVANS BANCORP INC. May 7, 2024 Election of Directors: Christina P. Orsi
Director Elections
Board For Split
5 FOR, 2 WITHHOLD
FOR
2 funds
EVANS BANCORP INC. May 7, 2024 Election of Directors: Kimberley A. Minkel
Director Elections
Board For Split
5 FOR, 2 WITHHOLD
FOR
2 funds
EVERCORE INC. June 18, 2024 Approval of the Third Amended and Restated 2016 Evercore Inc. Stock Incentive Plan.
Compensation
Board For Split
2 FOR, 4 AGAINST
AGAINST
10 funds
EVEREST GROUP LTD. May 15, 2024 For the approval, by non-binding advisory vote, of the 2023 compensation paid to the NEOs.
Say-on-Pay
Board For Split
13 FOR, 9 AGAINST
FOR
16 funds
EVERSOURCE ENERGY May 1, 2024 Consider an advisory proposal approving the compensation of our Named Executive Officers.
Say-on-Pay
Board Not determined Split
21 FOR, 1 AGAINST
FOR
16 funds
EVERSOURCE ENERGY May 1, 2024 Ratify the selection of Deloitte & Touche LLP as our independent registered public accounting firm for 2024.
Audit-related
Board Not determined Split
21 FOR, 1 AGAINST
FOR
14 funds
EVERTEC INC. May 23, 2024 Advisory vote on executive compensation.
Say-on-Pay
Board For Split
3 FOR, 3 AGAINST
AGAINST
8 funds
EVERTEC INC. May 23, 2024 Election of directors: Aldo J. Polak
Director Elections
Board For Split
3 FOR, 3 AGAINST
FOR
7 funds
EVERTEC INC. May 23, 2024 Election of directors: Brian J. Smith
Director Elections
Board For Split
3 FOR, 3 AGAINST
FOR
7 funds
EVERTEC INC. May 23, 2024 Election of directors: Kelly Barrett
Director Elections
Board For Split
3 FOR, 3 AGAINST
FOR
7 funds
EVOLUS INC. June 6, 2024 The approval of the Evolus Inc. 2024 Employee Stock Purchase Plan.
Compensation
Board For Split
2 FOR, 3 AGAINST
AGAINST
2 funds
EXP WORLD HOLDINGS INC. May 13, 2024 Election of Directors: Peggie Pelosi
Director Elections
Board For Split
3 FOR, 3 AGAINST
FOR
8 funds
EXPEDIA GROUP INC. June 25, 2024 Election of Directors: Alex von Furstenberg
Director Elections
Board For Split
10 FOR, 9 WITHHOLD
WITHHOLD
14 funds
EXPEDIA GROUP INC. June 25, 2024 Election of Directors: Barry Diller
Director Elections
Board For Split
18 FOR, 2 WITHHOLD
FOR
14 funds
EXPEDIA GROUP INC. June 25, 2024 Election of Directors: Beverly Anderson
Director Elections
Board For Split
10 FOR, 9 WITHHOLD
FOR
14 funds
EXPEDIA GROUP INC. June 25, 2024 Election of Directors: Chelsea Clinton
Director Elections
Board For Split
10 FOR, 9 WITHHOLD
FOR
14 funds
EXPEDIA GROUP INC. June 25, 2024 Election of Directors: Craig Jacobson
Director Elections
Board For Split
8 FOR, 11 WITHHOLD
WITHHOLD
14 funds
EXPEDITORS INT'L OF WASHINGTON INC. May 7, 2024 Advisory Vote to Approve Named Executive Officer Compensation
Say-on-Pay
Board For Split
22 FOR, 1 AGAINST
FOR
15 funds
EXPEDITORS INT'L OF WASHINGTON INC. May 7, 2024 Ratification of Independent Registered Public Accounting Firm
Audit-related
Board For Split
22 FOR, 1 AGAINST
FOR
14 funds
EXTREME NETWORKS INC. November 8, 2023 Approve an amendment and restatement of the Extreme Networks, Inc. 2013 Equity Incentive plan to, among other things, add 5,000,000 shares of our common stock to those reserved for issuance under the plan; and
Compensation
Board For Split
3 FOR, 3 AGAINST
AGAINST
5 funds
EXXON MOBIL CORP. May 29, 2024 Election of Directors: Joseph L. Hooley
Director Elections
Board For Split
14 FOR, 8 AGAINST
AGAINST
14 funds
EYEPOINT PHARMACEUTICALS INC. June 20, 2024 To approve an amendment to the EyePoint Pharmaceuticals, Inc. 2023 Long-Term Incentive Plan to (i) increase the number of shares of common stock authorized for issuance thereunder by 4,000,000 shares and (ii) increase the individual non-employee director compensation limit contained therein to $850,000 for ongoing directors in any calendar year and $1,100,000 for new directors in any calendar year.
Compensation
Board For Split
4 FOR, 3 AGAINST
FOR
2 funds
FACTSET RESEARCH SYSTEMS INC. December 14, 2023 To vote on a non-binding advisory resolution to approve the compensation of our named executive officers.
Say-on-Pay
Board For Split
20 FOR, 1 AGAINST
FOR
15 funds
FAIR ISAAC CORP. February 14, 2024 To approve the advisory (non-binding) resolution relating to the named executive officer compensation as disclosed in the proxy statement.
Say-on-Pay
Board For Split
2 FOR, 19 AGAINST
FOR
15 funds
FASTENAL CO. April 25, 2024 Approval, by non-binding vote, of executive compensation.
Say-on-Pay
Board For Split
22 FOR, 1 AGAINST
FOR
20 funds
FASTENAL CO. April 25, 2024 Ratification of the appointment of KPMG LLP as independent registered public accounting firm for the 2024 fiscal year.
Audit-related
Board For Split
22 FOR, 1 AGAINST
FOR
18 funds
FASTLY INC. June 12, 2024 To approve, on an advisory basis, the compensation of our named executive officers.
Say-on-Pay
Board For Split
8 FOR, 1 AGAINST
AGAINST
6 funds
FATE THERAPEUTICS INC. June 7, 2024 Election of Class II Directors: Michael Lee
Director Elections
Board For Split
4 FOR, 3 WITHHOLD
FOR
5 funds
FATE THERAPEUTICS INC. June 7, 2024 Election of Class II Directors: William H. Rastetter, Ph.D.
Director Elections
Board For Split
4 FOR, 3 WITHHOLD
FOR
5 funds
FATE THERAPEUTICS INC. June 7, 2024 Election of Class II Directors: Yuan Xu, Ph.D.
Director Elections
Board For Split
4 FOR, 3 WITHHOLD
FOR
5 funds
FATE THERAPEUTICS INC. June 7, 2024 To approve the amendment and restatement of the Company's 2022 Stock Option and Incentive Plan to increase the number of shares of common stock reserved for issuance thereunder.
Compensation
Board For Split
7 FOR, 1 AGAINST
FOR
5 funds
FATE THERAPEUTICS INC. June 7, 2024 To approve, on an advisory basis, the compensation of the Company's named executive officers as disclosed in the proxy statement.
Say-on-Pay
Board For Split
3 FOR, 4 AGAINST
FOR
6 funds
FEDEX CORP. September 21, 2023 Advisory vote to approve named executive officer compensation.
Say-on-Pay
Board For Split
17 FOR, 2 AGAINST
FOR
14 funds
FENNEC PHARMACEUTICALS INC. June 25, 2024 ELECTION OF DIRECTORS: Mr. Chris A. Rallis
Director Elections
Board For Split
6 FOR, 2 WITHHOLD
FOR
1 fund

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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.