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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
KLAVIYO INC. June 11, 2024 Election of Class I Directors: Tony Weisman
Director Elections
Board For Split
3 FOR, 1 WITHHOLD
WITHHOLD
3 funds
KLX ENERGY SERVICES HOLDINGS INC. May 9, 2024 To approve, on an advisory, non-binding basis, the compensation of the Company's named executive officers;
Say-on-Pay
Board For Split
6 FOR, 1 AGAINST
FOR
3 funds
KNIFE RIVER CORP. May 14, 2024 Election of Two Class I Directors: German Carmona Alvarez
Director Elections
Board For Split
4 FOR, 4 AGAINST
FOR
7 funds
KNOWLES CORP. April 30, 2024 Approval of the Second Amended and Restated 2018 Equity and Cash Incentive Plan.
Compensation
Board For Split
3 FOR, 3 AGAINST
FOR
8 funds
KROGER CO. June 27, 2024 Ratification of PricewaterhouseCoopers LLP, as auditors.
Audit-related
Board For Split
18 FOR, 1 AGAINST
FOR
13 funds
KRONOS WORLDWIDE INC. May 15, 2024 Nonbinding advisory vote approving named executive officer compensation.
Say-on-Pay
Board For Split
4 FOR, 2 AGAINST
FOR
5 funds
KURA ONCOLOGY INC. June 5, 2024 Election of two Class I directors for three-year terms: Faheem Hasnain
Director Elections
Board For Split
3 FOR, 3 WITHHOLD
FOR
4 funds
L.B. FOSTER CO. May 23, 2024 Approval of the L.B. Foster Company 2022 Equity and Incentive Compensation Plan (as Amended and Restated).
Compensation
Board For Split
1 FOR, 1 AGAINST
FOR
1 fund
L3HARRIS TECHNOLOGIES INC. April 19, 2024 Approval, in an Advisory Vote, of the Compensation of Named Executive Officers as Disclosed in the Proxy Statement
Say-on-Pay
Board For Split
11 FOR, 7 AGAINST
FOR
14 funds
LAS VEGAS SANDS CORP. May 9, 2024 An advisory (non-binding) vote to approve the compensation of the named executive officers.
Say-on-Pay
Board Not determined Split
7 FOR, 14 AGAINST
AGAINST
14 funds
LAZARD INC. May 9, 2024 Approval of the amendment to the Lazard, Inc. 2018 Incentive Compensation Plan.
Compensation
Board For Split
1 FOR, 3 AGAINST
AGAINST
11 funds
LAZARD INC. May 9, 2024 Non-binding advisory vote regarding executive compensation.
Say-on-Pay
Board For Split
1 FOR, 3 AGAINST
AGAINST
12 funds
LEAFLY HOLDINGS INC. July 12, 2023 Election of Directors: Blaise Judja-Sato
Director Elections
Board For Split
5 FOR, 2 WITHHOLD
FOR
1 fund
LEIDOS HOLDINGS INC. April 26, 2024 Approve, by an advisory vote, executive compensation.
Say-on-Pay
Board For Split
17 FOR, 1 AGAINST
FOR
15 funds
LEIDOS HOLDINGS INC. April 26, 2024 The ratification of the appointment of Deloitte & Touche LLP as our independent registered public accounting firm for the fiscal year ending January 3, 2025.
Audit-related
Board For Split
17 FOR, 1 AGAINST
FOR
14 funds
LEMONADE INC. June 5, 2024 To approve on an advisory (non-binding) basis the compensation of the Company's named executive officers.
Say-on-Pay
Board For Split
4 FOR, 2 AGAINST
FOR
5 funds
LENNAR CORP. April 10, 2024 Approval, on an advisory basis, of the compensation of our named executive officers.
Say-on-Pay
Board For Split
10 FOR, 9 AGAINST
AGAINST
14 funds
LENNAR CORP. April 10, 2024 Elect 11 directors to serve until the 2025 Annual Meeting of Stockholders: Amy Banse
Director Elections
Board For Split
11 FOR, 6 AGAINST
AGAINST
13 funds
LENNAR CORP. April 10, 2024 Elect 11 directors to serve until the 2025 Annual Meeting of Stockholders: Armando Olivera
Director Elections
Board For Split
11 FOR, 6 AGAINST
AGAINST
13 funds
LENNAR CORP. April 10, 2024 Elect 11 directors to serve until the 2025 Annual Meeting of Stockholders: Jeffrey Sonnenfeld
Director Elections
Board For Split
11 FOR, 6 AGAINST
AGAINST
13 funds
LENNAR CORP. April 10, 2024 Elect 11 directors to serve until the 2025 Annual Meeting of Stockholders: Sherrill W. Hudson
Director Elections
Board For Split
11 FOR, 6 AGAINST
AGAINST
13 funds
LENNAR CORP. April 10, 2024 Elect 11 directors to serve until the 2025 Annual Meeting of Stockholders: Sidney Lapidus
Director Elections
Board For Split
11 FOR, 6 AGAINST
FOR
13 funds
LENNAR CORP. April 10, 2024 Elect 11 directors to serve until the 2025 Annual Meeting of Stockholders: Stuart Miller
Director Elections
Board For Split
18 FOR, 1 AGAINST
FOR
13 funds
LENNAR CORP. April 10, 2024 Elect 11 directors to serve until the 2025 Annual Meeting of Stockholders: Teri P. McClure
Director Elections
Board For Split
11 FOR, 6 AGAINST
AGAINST
13 funds
LENNAR CORP. April 10, 2024 Elect 11 directors to serve until the 2025 Annual Meeting of Stockholders: Theron (Tig) Gilliam
Director Elections
Board For Split
11 FOR, 6 AGAINST
AGAINST
13 funds
LEXEO THERAPEUTICS INC. June 25, 2024 The election of Mette Kirstine Agger as the Class I director: Mette Kirstine Agger
Director Elections
Board For Split
6 FOR, 1 WITHHOLD
WITHHOLD
2 funds
LI-CYCLE HOLDINGS CORP. May 23, 2024 Approve, on an advisory basis, the compensation of Li-Cycle Holdings Corp.'s named executive officers.
Say-on-Pay
Board For Split
4 FOR, 2 AGAINST
FOR
2 funds
LIBERTY MEDIA CORP. June 10, 2024 The say-on-pay proposal, to approve, on an advisory basis, the compensation of our named executive officers.
Say-on-Pay
Board For Split
2 FOR, 3 AGAINST
AGAINST
1 fund
LIFE STORAGE INC. July 18, 2023 A non-binding advisory proposal to approve the compensation that may be paid or become payable to the named executive officers of Life Storage in connection with the company merger and the other transactions contemplated by the merger agreement, which we refer to as the "Life Storage compensation proposal"; and
Say-on-Pay
Board For Split
1 FOR, 9 AGAINST
AGAINST
16 funds
LINDBLAD EXPEDITIONS HOLDINGS INC. June 4, 2024 The approval, on an advisory basis, of the 2023 compensation of our named executive officers.
Say-on-Pay
Board For Split
6 FOR, 2 AGAINST
AGAINST
7 funds
LINEAGE CELL THERAPEUTICS INC. September 6, 2023 To approve an amendment to the Lineage Cell Therapeutics, Inc. 2021 Equity Incentive Plan to increase the number of common shares available thereunder by 19,500,000.
Compensation
Board For Split
5 FOR, 2 AGAINST
FOR
2 funds
LIONS GATE ENTERTAINMENT CORP. November 28, 2023 Election of Directors: Emily Fine
Director Elections
Board For Split
4 FOR, 2 WITHHOLD
FOR
7 funds
LIQUIDIA CORP. June 20, 2024 To approve, on an advisory basis, the compensation of our named executive officers.
Say-on-Pay
Board For Split
5 FOR, 2 AGAINST
FOR
3 funds
LIQUIDITY SERVICES INC. February 29, 2024 Approve an amendment to the Company's Third Amended and Restated 2006 Omnibus Long-Term Incentive Plan to increase the authorized number of shares
Compensation
Board For Split
6 FOR, 2 AGAINST
AGAINST
4 funds
LIQUIDITY SERVICES INC. February 29, 2024 Election of Directors: Katharin S. Dyer
Director Elections
Board For Split
6 FOR, 2 WITHHOLD
FOR
4 funds
LIVERAMP HOLDINGS INC. August 15, 2023 Approval of an increase in the number of shares available for issuance under the Company's Amended and Restated 2005 Equity Compensation Plan.
Compensation
Board For Split
3 FOR, 4 AGAINST
AGAINST
7 funds
LIVEWIRE GROUP INC. May 16, 2024 To approve the issuance of additional shares of common stock necessary to effect a full conversion of the Convertible Loan.
Capital Structure
Board For Split
4 FOR, 2 AGAINST
FOR
1 fund
LOCKHEED MARTIN CORP. May 2, 2024 Election of Directors: Bruce A. Carlson
Director Elections
Board Not determined Split
18 FOR, 1 AGAINST
FOR
16 funds
LOCKHEED MARTIN CORP. May 2, 2024 Election of Directors: David B. Burritt
Director Elections
Board Not determined Split
18 FOR, 1 AGAINST
FOR
16 funds
LOCKHEED MARTIN CORP. May 2, 2024 Election of Directors: Debra L. Reed-Klages
Director Elections
Board Not determined Split
18 FOR, 1 AGAINST
FOR
16 funds
LOCKHEED MARTIN CORP. May 2, 2024 Election of Directors: Jeh C. Johnson
Director Elections
Board Not determined Split
18 FOR, 1 AGAINST
FOR
16 funds
LOCKHEED MARTIN CORP. May 2, 2024 Election of Directors: Joseph F. Dunford, Jr.
Director Elections
Board Not determined Split
18 FOR, 1 AGAINST
FOR
16 funds
LOCKHEED MARTIN CORP. May 2, 2024 Election of Directors: Vicki A. Hollub
Director Elections
Board Not determined Split
18 FOR, 1 AGAINST
FOR
16 funds
LOEWS CORP. May 14, 2024 Approve, on an advisory basis, executive compensation
Say-on-Pay
Board For Split
18 FOR, 1 AGAINST
FOR
15 funds
LOEWS CORP. May 14, 2024 Election of Directors: Paul J. Fribourg
Director Elections
Board For Split
10 FOR, 8 AGAINST
AGAINST
14 funds
LOEWS CORP. May 14, 2024 Ratify Deloitte & Touche LLP as independent auditors
Audit-related
Board For Split
18 FOR, 1 AGAINST
FOR
14 funds
LOUISIANA-PACIFIC CORP. May 10, 2024 Election of Class III Directors: F. Nicholas Grasberger III
Director Elections
Board For Split
3 FOR, 4 AGAINST
FOR
10 funds
LOUISIANA-PACIFIC CORP. May 10, 2024 Election of Class III Directors: Ozey K. Horton, Jr.
Director Elections
Board For Split
3 FOR, 4 AGAINST
FOR
10 funds
LOUISIANA-PACIFIC CORP. May 10, 2024 Election of Class III Directors: W. Bradley Southern
Director Elections
Board For Split
3 FOR, 4 AGAINST
FOR
10 funds
LOVESAC CO. June 11, 2024 To approve Amendment No. 2 of the Second Amended and Restated 2017 Equity Incentive Plan that increases the number of shares reserved for issuance thereunder by 1,100,000 shares.
Compensation
Board For Split
5 FOR, 2 AGAINST
FOR
2 funds
LOWE'S COMPANIES INC. May 31, 2024 Ratification of the appointment of Deloitte & Touche LLP as the Company's independent registered public accounting firm for fiscal 2024.
Audit-related
Board For Split
24 FOR, 1 AGAINST
FOR
13 funds
LSB INDUSTRIES INC. May 23, 2024 Election of Directors: Barry H. Golsen
Director Elections
Board For Split
4 FOR, 2 AGAINST
FOR
7 funds
LSB INDUSTRIES INC. May 23, 2024 Election of Directors: Kanna Kitamura
Director Elections
Board For Split
4 FOR, 2 AGAINST
FOR
7 funds
LSB INDUSTRIES INC. May 23, 2024 Election of Directors: Richard W. Roedel
Director Elections
Board For Split
4 FOR, 2 AGAINST
FOR
7 funds
LUCID GROUP INC. June 4, 2024 To approve the amendment and restatement of the Lucid Group, Inc. Second Amended and Restated 2021 Stock Incentive Plan
Compensation
Board For Split
2 FOR, 3 AGAINST
AGAINST
8 funds
LUXFER HOLDINGS PLC June 6, 2024 To re-elect Lisa Trimberger as a Director of the Company.
Director Elections
Board For Split
5 FOR, 2 AGAINST
FOR
2 funds
M.D.C. HOLDINGS INC. April 2, 2024 To adopt the Agreement and Plan of Merger, dated January 17, 2024, by and among SH Residential Holdings, LLC, Clear Line, Inc., solely for the purposes of Section 6.2, Section 6.17 and Section 9.15 therein, Sekisui House, Ltd., and M.D.C. Holdings, Inc. (as it may be amended, supplemented or otherwise modified from time to time, the "Merger Agreement"), and approve the transactions contemplated thereby, including the merger of Clear Line, Inc. with and into M.D.C. Holdings, Inc. (the "Merger").
Extraordinary Transactions
Board For Split
4 FOR, 2 ABSTAIN
FOR
8 funds
M.D.C. HOLDINGS INC. April 2, 2024 To approve, on a non-binding, advisory basis, the compensation that will or may become payable by M.D.C. Holdings, Inc. to its named executive officers in connection with the Merger.
Say-on-Pay
Board For Split
1 FOR, 6 AGAINST
AGAINST
9 funds
M/I HOMES INC. May 13, 2024 Election of Directors: Elizabeth K. Ingram
Director Elections
Board For Split
2 FOR, 3 WITHHOLD
FOR
8 funds
M/I HOMES INC. May 13, 2024 Election of Directors: Kumi D. Walker
Director Elections
Board For Split
3 FOR, 3 WITHHOLD
FOR
8 funds
M/I HOMES INC. May 13, 2024 Election of Directors: Michael P. Glimcher
Director Elections
Board For Split
2 FOR, 3 WITHHOLD
FOR
8 funds
MACERICH CO. May 30, 2024 Election of Directors: Eric K. Brandt
Director Elections
Board For Split
4 FOR, 4 AGAINST
FOR
9 funds
MACROGENICS INC. May 21, 2024 To approve the amendment to the MacroGenics, Inc. 2023 Equity Incentive Plan, as disclosed in the proxy materials.
Compensation
Board For Split
6 FOR, 3 AGAINST
FOR
5 funds
MACY'S INC. May 17, 2024 Approval of the Macy's, Inc. 2024 Equity and Incentive Compensation Plan.
Compensation
Board For Split
7 FOR, 1 AGAINST
FOR
8 funds
MADISON SQUARE GARDEN ENTERTAINMENT CORP. December 6, 2023 Approval of the Company's 2023 Employee Stock Plan.
Compensation
Board For Split
3 FOR, 3 AGAINST
FOR
8 funds
MADISON SQUARE GARDEN ENTERTAINMENT CORP. December 6, 2023 Approval of the Company's 2023 Stock Plan for Non-Employee Directors.
Compensation
Board For Split
4 FOR, 3 AGAINST
FOR
8 funds
MADRIGAL PHARMACEUTICALS INC. June 25, 2024 Re-election of Class II directors: Fred B. Craves, Ph.D.
Director Elections
Board For Split
1 FOR, 8 WITHHOLD
WITHHOLD
4 funds
MAINSTREET BANCSHARES INC. May 15, 2024 Approval of the proposal to amend the 2019 Equity Incentive Plan to increase the number of shares of common stock available for issuance from 650,000 to 1,150,000 shares.
Compensation
Board For Split
5 FOR, 2 AGAINST
AGAINST
2 funds
MANHATTAN ASSOCIATES INC. May 23, 2024 Election of Directors: Deepak Raghavan
Director Elections
Board For Split
6 FOR, 2 AGAINST
FOR
12 funds
MANHATTAN ASSOCIATES INC. May 23, 2024 Election of Directors: Linda T. Hollembaek
Director Elections
Board For Split
2 FOR, 6 AGAINST
FOR
12 funds
MARATHON PETROLEUM CORP. April 24, 2024 Election of Class I Directors: Abdulaziz F. Alkhayyal
Director Elections
Board For Split
17 FOR, 1 AGAINST
FOR
12 funds
MARATHON PETROLEUM CORP. April 24, 2024 Election of Class I Directors: Michael J. Hennigan
Director Elections
Board For Split
17 FOR, 1 AGAINST
FOR
12 funds
MARAVAI LIFESCIENCES HOLDINGS INC. May 23, 2024 To elect four nominees to the Board of Directors (3-year term expiring in 2027): Benjamin Daverman
Director Elections
Board For Split
2 FOR, 5 WITHHOLD
FOR
6 funds
MARAVAI LIFESCIENCES HOLDINGS INC. May 23, 2024 To elect four nominees to the Board of Directors (3-year term expiring in 2027): Constantine Mihas
Director Elections
Board For Split
2 FOR, 5 WITHHOLD
FOR
6 funds
MARAVAI LIFESCIENCES HOLDINGS INC. May 23, 2024 To elect four nominees to the Board of Directors (3-year term expiring in 2027): Susannah Gray
Director Elections
Board For Split
2 FOR, 5 WITHHOLD
FOR
6 funds
MARCUS & MILLICHAP INC. May 2, 2024 To approve the Amended and Restated 2013 Omnibus Equity Incentive Plan.
Compensation
Board For Split
4 FOR, 3 AGAINST
FOR
8 funds
MARINEMAX INC. February 22, 2024 Election of Directors, each to serve for a three-year term expiring in 2027: Adam M. Johnson
Director Elections
Board For Split
4 FOR, 2 AGAINST
FOR
7 funds
MARINEMAX INC. February 22, 2024 Election of Directors, each to serve for a three-year term expiring in 2027: Charles R. Oglesby
Director Elections
Board For Split
4 FOR, 2 AGAINST
FOR
7 funds
MARINEMAX INC. February 22, 2024 Election of Directors, each to serve for a three-year term expiring in 2027: Rebecca White
Director Elections
Board For Split
4 FOR, 2 AGAINST
FOR
7 funds
MARINUS PHARMACEUTICALS INC. May 22, 2024 Approval of the Marinus Pharmaceuticals, Inc. 2024 Equity Incentive Plan.
Compensation
Board For Split
5 FOR, 2 AGAINST
FOR
2 funds
MARRIOTT INTERNATIONAL INC. May 10, 2024 ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION
Say-on-Pay
Board For Split
19 FOR, 3 AGAINST
FOR
14 funds
MARSH & MCLENNAN COMPANIES INC. May 16, 2024 Advisory (Nonbinding) Vote to Approve Named Executive Officer Compensation
Say-on-Pay
Board For Split
23 FOR, 1 AGAINST
FOR
15 funds
MARSH & MCLENNAN COMPANIES INC. May 16, 2024 Ratification of Selection of Independent Registered Public Accounting Firm
Audit-related
Board For Split
23 FOR, 1 AGAINST
FOR
13 funds
MARVELL TECHNOLOGY INC. June 20, 2024 An advisory (non-binding) vote to approve compensation of our named executive officers.
Say-on-Pay
Board For Split
2 FOR, 9 AGAINST
AGAINST
13 funds
MASCO CORP. May 10, 2024 Election of Directors: John C. Plant
Director Elections
Board For Split
4 FOR, 15 AGAINST
AGAINST
15 funds
MASCO CORP. May 10, 2024 Election of Directors: Marie A. Ffolkes
Director Elections
Board For Split
16 FOR, 3 AGAINST
AGAINST
15 funds
MASTERCARD INC. June 18, 2024 Ratification of the appointment of PricewaterhouseCoopers LLP as the independent registered public accounting firm for Mastercard for 2024
Audit-related
Board For Split
23 FOR, 1 AGAINST
FOR
13 funds
MATADOR RESOURCES CO. June 13, 2024 Election of Director Nominees: Kenneth L. Stewart
Director Elections
Board For Split
5 FOR, 5 AGAINST
FOR
11 funds
MATADOR RESOURCES CO. June 13, 2024 Election of Director Nominees: Monika U. Ehrman
Director Elections
Board For Split
5 FOR, 5 AGAINST
FOR
11 funds
MATADOR RESOURCES CO. June 13, 2024 Election of Director Nominees: William M. Byerley
Director Elections
Board For Split
5 FOR, 5 AGAINST
FOR
11 funds
MATIV HOLDINGS INC. April 24, 2024 Approve the adoption of the Mativ Holdings, Inc. 2024 Equity and Incentive Plan.
Compensation
Board For Split
6 FOR, 2 AGAINST
FOR
8 funds
MATTEL INC. May 29, 2024 Election of Directors: Diana Ferguson
Director Elections
Board For Split
5 FOR, 4 AGAINST
FOR
12 funds
MBIA INC. May 2, 2024 To approve, on an advisory basis, executive compensation.
Say-on-Pay
Board For Split
5 FOR, 3 AGAINST
AGAINST
8 funds
MCDONALD'S CORP. May 22, 2024 Advisory Vote to Approve Executive Compensation.
Say-on-Pay
Board For Split
21 FOR, 1 AGAINST
FOR
18 funds
MCDONALD'S CORP. May 22, 2024 Advisory Vote to Ratify the Appointment of Ernst & Young LLP as Independent Auditor for 2024.
Audit-related
Board For Split
21 FOR, 1 AGAINST
FOR
16 funds
MCKESSON CORP. July 21, 2023 Advisory vote on executive compensation.
Say-on-Pay
Board For Split
22 FOR, 1 AGAINST
FOR
15 funds
MEDTRONIC PLC October 19, 2023 Ratifying, in a non-binding vote, the appointment of PricewaterhouseCoopers LLP as the Company's independent auditor for fiscal year 2024 and authorizing, in binding vote, the Board of Directors, acting through the Audit Committee, to set the auditor's remuneration;
Audit-related
Board For Split
19 FOR, 2 AGAINST
FOR
14 funds
MERRIMACK PHARMACEUTICALS INC. May 10, 2024 To approve the liquidation and dissolution of the Company and the Plan of Liquidation and Dissolution (the "Plan of Dissolution"), which, if approved, will authorize the Company and the Board of Directors to liquidate and dissolve the Company (the "Dissolution") in accordance with the Plan of Dissolution (the "Dissolution Proposal"); and
Extraordinary Transactions
Board For Split
5 FOR, 2 ABSTAIN
FOR
2 funds
METTLER TOLEDO INTERNATIONAL INC. May 9, 2024 ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION
Say-on-Pay
Board For Split
20 FOR, 1 AGAINST
FOR
17 funds
METTLER-TOLEDO INTERNATIONAL INC. May 9, 2024 ELECTION OF DIRECTORS: Domitille Doat-Le Bigot
Director Elections
Board Not determined Split
20 FOR, 1 AGAINST
FOR
15 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.