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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

1,750 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
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
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

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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.