proxyvotesnow.com

Home › Asset managers › Compare 2023-2024 › Equitable vs Charles Schwab

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
FIBROGEN INC. June 5, 2024 To approve the FibroGen, Inc. 2024 Equity Incentive Plan.
Compensation
Board For Split
4 FOR, 3 AGAINST
FOR
2 funds
FIDELITY NATIONAL FINANCIAL INC. June 12, 2024 Approval of the redomestication of the Company from the State of Delaware to the State of Nevada by conversion.
Extraordinary Transactions
Board For Split
2 FOR, 4 AGAINST
FOR
13 funds
FIRST ADVANTAGE CORP. June 7, 2024 To elect the three Class III director nominees listed in the Proxy Statement: Judith Sim
Director Elections
Board For Split
4 FOR, 2 WITHHOLD
FOR
4 funds
FIRST BANCORP May 2, 2024 To approve the 2024 Equity Plan.
Compensation
Board For Split
4 FOR, 2 AGAINST
AGAINST
7 funds
FIRST BANCORP May 23, 2024 Election of Directors: Roberto R. Herencia
Director Elections
Board For Split
4 FOR, 3 AGAINST
FOR
7 funds
FIRST INTERSTATE BANCSYSTEM INC. May 20, 2024 Election of Class III Director Nominees: David L. Jahnke
Director Elections
Board For Split
3 FOR, 3 AGAINST
FOR
7 funds
FIRST INTERSTATE BANCSYSTEM INC. May 20, 2024 Election of Class III Director Nominees: James R. Scott
Director Elections
Board For Split
2 FOR, 4 AGAINST
FOR
7 funds
FIRST INTERSTATE BANCSYSTEM INC. May 20, 2024 Election of Class III Director Nominees: John M. Heyneman, Jr.
Director Elections
Board For Split
2 FOR, 4 AGAINST
FOR
7 funds
FIRST MID BANCSHARES INC. April 24, 2024 Election of Directors: Holly B. Adams
Director Elections
Board For Split
4 FOR, 2 WITHHOLD
FOR
4 funds
FIRST MID BANCSHARES INC. April 24, 2024 Election of Directors: Joseph R. Dively
Director Elections
Board For Split
4 FOR, 2 WITHHOLD
FOR
4 funds
FIRST MID BANCSHARES INC. April 24, 2024 Election of Directors: Zachary I. Horn
Director Elections
Board For Split
4 FOR, 2 WITHHOLD
FOR
4 funds
FIRST WESTERN FINANCIAL INC. June 5, 2024 Advisory, non-binding vote to approve the compensation paid to the Company's named executive officers.
Say-on-Pay
Board For Split
5 FOR, 2 AGAINST
FOR
3 funds
FISERV INC. May 15, 2024 To approve, on an advisory basis, the compensation of the named executive officers of Fiserv, Inc.
Say-on-Pay
Board For Split
21 FOR, 1 AGAINST
FOR
17 funds
FISERV INC. May 15, 2024 To ratify the appointment of Deloitte & Touche LLP as the independent registered public accounting firm of Fisery, Inc. for 2024.
Audit-related
Board For Split
21 FOR, 1 AGAINST
FOR
14 funds
FIVE BELOW INC. June 11, 2024 Election of Directors: Thomas G. Vellios
Director Elections
Board For Split
6 FOR, 2 AGAINST
FOR
12 funds
FLOOR & DECOR HOLDINGS INC. May 8, 2024 Election of Directors: Felicia Thorton
Director Elections
Board For Split
2 FOR, 4 AGAINST
FOR
12 funds
FLUSHING FINANCIAL CORP. May 29, 2024 Election of Class B Directors (for a term expiring in 2027): Louis C. Grassi
Director Elections
Board For Split
5 FOR, 2 AGAINST
AGAINST
4 funds
FLUSHING FINANCIAL CORP. May 29, 2024 Election of Class B Directors (for a term expiring in 2027): Michael A. Azarian
Director Elections
Board For Split
5 FOR, 2 AGAINST
AGAINST
4 funds
FLUSHING FINANCIAL CORP. May 29, 2024 Election of Class B Directors (for a term expiring in 2027): Sam S. Han
Director Elections
Board For Split
5 FOR, 2 AGAINST
FOR
4 funds
FLUSHING FINANCIAL CORP. May 29, 2024 Election of Class B Directors (for a term expiring in 2027): Steven J. D'Iorio
Director Elections
Board For Split
5 FOR, 2 AGAINST
FOR
4 funds
FOCUS FINANCIAL PARTNERS INC. July 14, 2023 To approve the proposal to adopt the Agreement and Plan of Merger, dated as of February 27, 2023, by and among Ferdinand FFP Acquisition, LLC, a Delaware limited liability company ("Parent"), Ferdinand FFP Merger Sub 1, Inc., a Delaware corporation ("Company Merger Sub"), Ferdinand FFP Merger Sub 2, LLC, a Delaware limited liability company ("LLC Merger Sub"), Focus Financial Partners, LLC, a Delaware limited liability company ("Focus LLC") and Focus Financial Partners Inc., a Delaware corporation (the "Company"), pursuant to which, among other things (a) LLC Merger Sub will merger with and into Focus LLC (the "LLC Merger"), with Focus LLC surviving the LLC Merger and (b) immediately following the LLC Merger, Company Merger Sub will merge with and into the Company (the "Company Merger', and collectively with the LLC Merger, the "Mergers") with the Company surviving the Company Merger as a wholly-owned subsidiary of Parent (the "Merger Agreement Proposal").
Extraordinary Transactions
Board For Split
4 FOR, 3 ABSTAIN
FOR
7 funds
FORD MOTOR CO. May 9, 2024 Approval of the 2024 Stock Plan for Non-Employee Directors.
Compensation
Board Not determined Split
14 FOR, 2 AGAINST
FOR
13 funds
FORD MOTOR CO. May 9, 2024 Election of Directors: Beth E. Mooney
Director Elections
Board Not determined Split
7 FOR, 8 AGAINST
FOR
13 funds
FORD MOTOR CO. May 9, 2024 Election of Directors: John B. Veihmeyer
Director Elections
Board Not determined Split
7 FOR, 8 AGAINST
FOR
13 funds
FORD MOTOR CO. May 9, 2024 Election of Directors: John C. May
Director Elections
Board Not determined Split
7 FOR, 8 AGAINST
FOR
13 funds
FORD MOTOR CO. May 9, 2024 Election of Directors: John L. Thornton
Director Elections
Board Not determined Split
7 FOR, 8 AGAINST
FOR
13 funds
FORD MOTOR CO. May 9, 2024 Election of Directors: John S. Weinberg
Director Elections
Board Not determined Split
7 FOR, 8 AGAINST
FOR
13 funds
FORD MOTOR CO. May 9, 2024 Election of Directors: Kimberly A. Casiano
Director Elections
Board Not determined Split
7 FOR, 8 AGAINST
FOR
13 funds
FORD MOTOR CO. May 9, 2024 Election of Directors: Lynn Vojvodich Radakovich
Director Elections
Board Not determined Split
7 FOR, 8 AGAINST
FOR
13 funds
FORD MOTOR CO. May 9, 2024 Election of Directors: William Clay Ford, Jr.
Director Elections
Board Not determined Split
15 FOR, 1 AGAINST
FOR
13 funds
FORD MOTOR CO. May 9, 2024 Election of Directors: William E. Kennard
Director Elections
Board Not determined Split
6 FOR, 9 AGAINST
AGAINST
13 funds
FORD MOTOR CO. May 9, 2024 Election of Directors: William W. Helman IV
Director Elections
Board Not determined Split
7 FOR, 8 AGAINST
FOR
13 funds
FORGE GLOBAL HOLDINGS INC. June 12, 2024 The approval, on a non-binding advisory basis, of the compensation paid to the named executive officers.
Say-on-Pay
Board For Split
4 FOR, 2 AGAINST
AGAINST
5 funds
FRANCHISE GROUP INC. August 17, 2023 To adopt the Agreement and Plan of Merger, dated as May 10, 2023 (as it may be amended from time to time, the "Merger Agreement"), by and among Freedom VCM, Inc., a Delaware corporation ("Parent"), Freedom VCM Subco, Inc., a Delaware corporation and a wholly-owned subsidiary of Parent ("Merger Sub"), and Franchise Group, Inc. (the "Company"), 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 (such proposal, the "Merger Agreement Proposal").
Extraordinary Transactions
Board For Split
5 FOR, 2 ABSTAIN
FOR
7 funds
FRANCHISE GROUP INC. August 17, 2023 To approve, by nonbinding, advisory vote, certain compensation arrangements for the Company's named executive officers in connection with the Merger (such proposal, the "Merger-Related Compensation Proposal").
Say-on-Pay
Board For Split
5 FOR, 2 AGAINST
FOR
8 funds
FRANKLIN BSP REALTY TRUST INC. May 29, 2024 ADVISORY VOTE ON THE COMPENSATION OF THE COMPANY'S NAMED EXECUTIVE OFFICERS
Say-on-Pay
Board For Split
4 FOR, 2 AGAINST
FOR
8 funds
FTAI INFRASTRUCTURE INC. May 29, 2024 Election of Director: Ray M. Robinson
Director Elections
Board For Split
4 FOR, 2 WITHHOLD
FOR
2 funds
FUELCELL ENERGY INC. April 4, 2024 To approve, on a non-binding advisory basis, the compensation of FuelCell Energy, Inc.'s named executive officers as set forth in the "Executive Compensation" section of the Proxy Statement
Say-on-Pay
Board For Split
3 FOR, 2 AGAINST
AGAINST
5 funds
GARMIN LTD June 7, 2024 Binding vote to approve Fiscal Year 2025 maximum aggregate compensation for the Executive Management
Compensation
Board For Split
16 FOR, 2 AGAINST
FOR
13 funds
GARMIN LTD. June 7, 2024 Advisory vote on the Swiss Statutory Compensation Report.
Compensation
Board For Split
16 FOR, 2 AGAINST
FOR
13 funds
GARMIN LTD. June 7, 2024 Advisory vote on the compensation of Garmin's Named Executive Officers.
Say-on-Pay
Board For Split
16 FOR, 2 AGAINST
FOR
14 funds
GARMIN LTD. June 7, 2024 Re-election of five directors and election of one new director: Jonathan C. Burrell
Director Elections
Board For Split
16 FOR, 2 AGAINST
AGAINST
13 funds
GARMIN LTD. June 7, 2024 Re-election of five directors and election of one new director: Joseph J. Hartnett
Director Elections
Board For Split
11 FOR, 6 AGAINST
FOR
13 funds
GARTNER INC. June 6, 2024 Approval, on an advisory basis, of the compensation of our named executive officers.
Say-on-Pay
Board For Split
20 FOR, 1 AGAINST
FOR
16 funds
GE AEROSPACE May 7, 2024 Advisory Approval of Our Named Executives' Compensation
Say-on-Pay
Board For Split
19 FOR, 1 AGAINST
FOR
15 funds
GENERAC HOLDINGS INC. June 13, 2024 Election of Class III Directors: David A. Ramon
Director Elections
Board For Split
9 FOR, 8 AGAINST
FOR
15 funds
GENERAC HOLDINGS INC. June 13, 2024 Election of Class III Directors: Kathryn V. Roedel
Director Elections
Board For Split
9 FOR, 8 AGAINST
FOR
15 funds
GENERAC HOLDINGS INC. June 13, 2024 Election of Class III Directors: Robert D. Dixon
Director Elections
Board For Split
7 FOR, 10 AGAINST
FOR
15 funds
GENERAC HOLDINGS INC. June 13, 2024 Election of Class III Directors: William D. Jenkins, Jr.
Director Elections
Board For Split
10 FOR, 7 AGAINST
FOR
15 funds
GENERAC HOLDINGS INC. June 13, 2024 Proposal to approve the Amended and Restated 2019 Equity Incentive Plan.
Compensation
Board For Split
17 FOR, 1 AGAINST
FOR
15 funds
GENERAL ELECTRIC CO. May 7, 2024 Election of Directors: Catherine Lesjak
Director Elections
Board For Split
19 FOR, 1 AGAINST
FOR
12 funds
GENERAL ELECTRIC CO. May 7, 2024 Election of Directors: H. Lawrence Culp, Jr.
Director Elections
Board For Split
19 FOR, 1 AGAINST
FOR
12 funds
GENERAL ELECTRIC CO. May 7, 2024 Election of Directors: Thomas Enders
Director Elections
Board For Split
19 FOR, 1 AGAINST
FOR
12 funds
GENERAL MILLS INC. September 26, 2023 Advisory Vote on Executive Compensation.
Say-on-Pay
Board For Split
17 FOR, 1 AGAINST
FOR
14 funds
GENERAL MILLS INC. September 26, 2023 Election of Directors: Jeffrey L. Harmening
Director Elections
Board For Split
17 FOR, 1 AGAINST
FOR
12 funds
GENERAL MILLS INC. September 26, 2023 Ratify Appointment of the Independent Registered Public Accounting Firm.
Audit-related
Board For Split
17 FOR, 1 AGAINST
FOR
12 funds
GENERAL MOTORS CO. June 4, 2024 Election of Directors: Patricia F. Russo
Director Elections
Board Not determined Split
16 FOR, 2 AGAINST
FOR
12 funds
GENIE ENERGY LTD. May 8, 2024 Advisory vote on executive compensation.
Say-on-Pay
Board For Split
2 FOR, 5 AGAINST
AGAINST
3 funds
GENIE ENERGY LTD. May 8, 2024 Election of Directors: W. Wesley Perry
Director Elections
Board For Split
2 FOR, 5 AGAINST
AGAINST
2 funds
GILEAD SCIENCES INC. May 8, 2024 To ratify the selection of Ernst & Young LLP as our independent registered public accounting firm for the fiscal year ending December 31, 2024.
Audit-related
Board For Split
18 FOR, 1 AGAINST
FOR
13 funds
GLAUKOS CORP. May 30, 2024 Approval of the Glaukos Corporation Amended and Restated 2015 Omnibus Incentive Compensation Plan.
Compensation
Board For Split
3 FOR, 3 AGAINST
FOR
4 funds
GLOBAL BUSINESS TRAVEL GROUP INC. June 5, 2024 Election of four Class II directors: Alexander Drummond
Director Elections
Board For Split
4 FOR, 2 AGAINST
FOR
4 funds
GLOBAL BUSINESS TRAVEL GROUP INC. June 5, 2024 Election of four Class II directors: James Bush
Director Elections
Board For Split
4 FOR, 2 AGAINST
FOR
4 funds
GLOBAL BUSINESS TRAVEL GROUP INC. June 5, 2024 Election of four Class II directors: Mohammed Saif Al-Sowaidi
Director Elections
Board For Split
4 FOR, 2 AGAINST
FOR
4 funds
GLOBAL BUSINESS TRAVEL GROUP INC. June 5, 2024 Election of four Class II directors: Susan Ward
Director Elections
Board For Split
4 FOR, 2 AGAINST
FOR
4 funds
GLOBAL NET LEASE INC. May 23, 2024 Approval, on an advisory, non-binding basis, of the compensation paid to the Company's named executive officers identified in the accompanying proxy statement.
Say-on-Pay
Board For Split
3 FOR, 3 AGAINST
AGAINST
10 funds
GLOBAL PAYMENTS INC. April 25, 2024 Election of Twelve Nominees as Directors: Joseph H. Osnoss
Director Elections
Board For Split
6 FOR, 15 AGAINST
FOR
13 funds
GLOBUS MEDICAL INC. June 5, 2024 Election of Directors: David D. Davidar
Director Elections
Board For Split
6 FOR, 3 WITHHOLD
FOR
11 funds
GOGO INC. June 4, 2024 Approval of the 2024 Omnibus Equity Incentive Plan.
Compensation
Board For Split
7 FOR, 1 AGAINST
FOR
4 funds
GOLAR LNG LTD. August 8, 2023 To re-elect Tor Olav Troim as a Director of the Company.
Director Elections
Board For Split
3 FOR, 4 AGAINST
FOR
5 funds
GOODYEAR TIRE & RUBBER CO. April 8, 2024 Election of Directors: Max H. Mitchell
Director Elections
Board For Split
5 FOR, 4 AGAINST
FOR
8 funds
GRACO INC. April 26, 2024 Approval of the Amended and Restated 2019 Stock Incentive Plan.
Compensation
Board For Split
11 FOR, 1 AGAINST
FOR
13 funds
GRACO INC. April 26, 2024 Election of Directors: Archie C. Black
Director Elections
Board For Split
4 FOR, 6 AGAINST
FOR
13 funds
GRACO INC. April 26, 2024 Election of Directors: Brett C. Carter
Director Elections
Board For Split
4 FOR, 6 AGAINST
FOR
13 funds
GRAHAM HOLDINGS CO. May 7, 2024 Election of Directors: Christopher C. Davis
Director Elections
Board For Split
4 FOR, 4 WITHHOLD
WITHHOLD
7 funds
GRANITE CONSTRUCTION INC. June 5, 2024 Election of Directors: Molly C. Campbell
Director Elections
Board For Split
5 FOR, 2 AGAINST
FOR
7 funds
GREAT SOUTHERN BANCORP INC. May 8, 2024 The election of three directors, each for a three-year term: Debra Mallonee (Shantz) Hart
Director Elections
Board For Split
5 FOR, 2 WITHHOLD
FOR
5 funds
GREENBRIER COMPANIES INC. January 5, 2024 Election of Directors: Kelly M. Williams
Director Elections
Board For Split
3 FOR, 2 WITHHOLD
FOR
7 funds
GREENE COUNTY BANCORP INC. November 4, 2023 Election of Directors: Stephen E. Nelson
Director Elections
Board For Split
2 FOR, 5 WITHHOLD
WITHHOLD
2 funds
GREENLIGHT CAPITAL RE LTD. July 25, 2023 To consider and vote upon a proposal to approve and adopt the 2023 Omnibus Incentive Plan;
Compensation
Board For Split
5 FOR, 2 AGAINST
FOR
2 funds
GRID DYNAMICS HOLDINGS INC. December 19, 2023 The approval, on a non-binding advisory basis, of the compensation of our named executive officers.
Say-on-Pay
Board For Split
3 FOR, 5 AGAINST
AGAINST
5 funds
GRIFFON CORP. March 20, 2024 Approval of Amendment No. 1 to the Griffon Corporation Amended and Restated 2016 Equity Incentive Plan.
Compensation
Board For Split
7 FOR, 1 AGAINST
FOR
7 funds
HACKETT GROUP INC. May 2, 2024 Election of Directors: Maria A. Bofill
Director Elections
Board For Split
5 FOR, 3 AGAINST
FOR
6 funds
HALLADOR ENERGY CO. May 30, 2024 Election of six Directors for a one-year term: Bryan H. Lawrence
Director Elections
Board For Split
2 FOR, 5 AGAINST
FOR
2 funds
HALLADOR ENERGY CO. May 30, 2024 Election of six Directors for a one-year term: David C. Hardie
Director Elections
Board For Split
2 FOR, 5 AGAINST
FOR
2 funds
HALLADOR ENERGY CO. May 30, 2024 Election of six Directors for a one-year term: David J. Lubar
Director Elections
Board For Split
2 FOR, 5 AGAINST
FOR
2 funds
HANNON ARMSTRONG SUSTAINABLE INFRA CAPTL June 6, 2024 The conversion of the Company from a Maryland corporation to a Delaware corporation under the name "HA Sustainable Infrastructure Capital, Inc." in accordance with the Plan of Conversion attached to the proxy statement
Capital Structure
Board For Split
4 FOR, 3 AGAINST
FOR
8 funds
HANOVER INSURANCE GROUP INC. May 14, 2024 Advisory approval of the Company's executive compensation
Say-on-Pay
Board For Split
8 FOR, 1 AGAINST
FOR
12 funds
HARBORONE BANCORP INC. May 15, 2024 A non-binding advisory resolution to approve the compensation of the Company's named executive officers.
Say-on-Pay
Board For Split
5 FOR, 2 AGAINST
AGAINST
5 funds
HARTFORD FINANCIAL SERVICES GROUP INC. May 15, 2024 Management proposal to approve, on a non-binding advisory basis, the compensation of the Company's named executive officers as disclosed in the Company's proxy statement
Say-on-Pay
Board For Split
19 FOR, 1 AGAINST
FOR
15 funds
HARTFORD FINANCIAL SERVICES GROUP INC. May 15, 2024 Ratification of the appointment of Deloitte & Touche LLP as the independent registered public accounting firm of the Company for the fiscal year ending December 31, 2024
Audit-related
Board For Split
19 FOR, 1 AGAINST
FOR
13 funds
HASHICORP INC. June 25, 2024 To approve, on an advisory basis, the compensation of our named executive officers.
Say-on-Pay
Board For Split
1 FOR, 6 AGAINST
AGAINST
7 funds
HAWAIIAN HOLDINGS INC. February 16, 2024 To approve, on a non-binding, advisory basis, the compensation that will or may become payable by Hawaiian Holdings, Inc. to its named executive officers in connection with the merger contemplated by the merger agreement.
Say-on-Pay
Board For Split
5 FOR, 2 AGAINST
FOR
4 funds
HAYNES INTERNATIONAL INC. April 16, 2024 To approve, on an advisory, non-binding, basis, the compensation that may be paid or become payable to Haynes' named executive officers in connection with the transactions contemplated by the Merger Agreement.
Say-on-Pay
Board For Split
5 FOR, 2 AGAINST
AGAINST
5 funds
HAYWARD HOLDINGS INC. May 30, 2024 Election of Directors: Stephen Felice (cl.III)
Director Elections
Board For Split
1 FOR, 2 WITHHOLD
FOR
8 funds
HEALTHCARE SERVICES GROUP INC. May 28, 2024 To approve and adopt an amendment to our Amended and Restated Articles of Incorporation (the "Articles of incorporation") to increase the number of authorized shares of common stock from 100 million to 300 million.
Capital Structure
Board For Split
4 FOR, 2 AGAINST
FOR
7 funds
HEARTLAND EXPRESS INC. May 9, 2024 Advisory, non-binding vote, on executive compensation.
Say-on-Pay
Board For Split
7 FOR, 1 AGAINST
FOR
8 funds
HELIOS TECHNOLOGIES INC. June 6, 2024 Approval, on an advisory basis, of the compensation of our named executive officers.
Say-on-Pay
Board For Split
3 FOR, 2 AGAINST
FOR
8 funds
HERITAGE-CRYSTAL CLEAN INC. October 10, 2023 To approve, on a non-binding advisory basis, specified compensation that may be paid or become payable to the Company's named executive officers in connection with the Merger.
Say-on-Pay
Board For Split
1 FOR, 7 AGAINST
AGAINST
5 funds
HERON THERAPEUTICS INC. June 13, 2024 To amend the 2007 Plan to increase the number of shares of common stock authorized for issuance thereunder by 7,500,000 from 39,190,000 to 46,690,000.
Compensation
Board For Split
6 FOR, 2 AGAINST
FOR
4 funds

← Previous Page 6 of 13 Next →

← All 20 managers, 2023-2024

How items are matched and positions counted: see the comparison table and the methodology. Built October 25, 2026 from SEC Form N-PX filings.