Home › Asset managers › Compare 2023-2024 › Equitable vs Charles Schwab
Equitable 2023-2024 · Charles Schwab 2023-2024 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 15,201 | 12,886 | 570 | 1,745 | 95.8% | 92.3% |
| Board proposals | 13,500 | 11,750 | 473 | 1,277 | 96.1% | 93.3% |
| E&S shareholder proposals | 332 | 107 | 10 | 215 | 91.5% | 79.0% |
| Other items | 1,369 | 1,029 | 87 | 253 | 92.2% | 86.5% |
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.
| Company | Meeting | Proposal | On the ballot from | Board recommended | Equitable | Charles Schwab |
|---|---|---|---|---|---|---|
| CONAGRA BRANDS INC. | September 14, 2023 | Election of Director: Richard H. Lenny Director Elections |
Board | For | AGAINST 1 fund |
FOR 13 funds |
| CONAGRA BRANDS INC. | September 14, 2023 | Election of Director: Ruth Ann Marshall Director Elections |
Board | For | AGAINST 1 fund |
FOR 13 funds |
| COUCHBASE INC. | May 30, 2024 | Election of Class III Directors: David C. Scott Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 4 funds |
| COUPANG INC. | June 13, 2024 | Election of Directors: Benjamin Sun Director Elections |
Board | For | AGAINST 4 funds |
FOR 6 funds |
| COUPANG INC. | June 13, 2024 | Election of Directors: Neil Mehta Director Elections |
Board | For | AGAINST 4 funds |
FOR 6 funds |
| CURTISS-WRIGHT CORP. | May 2, 2024 | Elect Peter C. Wallace Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 12 funds |
| DAIKIN INDUSTRIES LTD. | June 27, 2024 | Elect Ichiro Ono as Alternate Statutory Auditor Director Elections |
Board | For | AGAINST 1 fund |
FOR 4 funds |
| DAKOTA GOLD CORP. | May 14, 2024 | Election of Directors: Jennifer S. Grafton Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 2 funds |
| DEERE & CO. | February 28, 2024 | Ratification of the appointment of Deloitte & Touche LLP as Deere s independent registered public accounting firm for fiscal 2024 Audit-related |
Board | For | AGAINST 1 fund |
FOR 13 funds |
| DELCATH SYSTEMS INC. | May 23, 2024 | To approve an amendment of Delcath Systems, Inc.'s 2020 Omnibus Equity Incentive Plan. Compensation |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| DELCATH SYSTEMS INC. | May 23, 2024 | To approve, on a non-binding advisory basis, the compensation of our named executive officers as disclosed in the Proxy Statement. Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| DELTA AIR LINES INC. | June 20, 2024 | To approve, on an advisory basis, the compensation of Delta s named executive officers. Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 15 funds |
| DENNY'S CORP. | May 15, 2024 | Election Of Director: Laysha Ward Director Elections |
Board | For | FOR 2 funds |
AGAINST 7 funds |
| DENTSPLY SIRONA INC. | May 22, 2024 | Election of Director: Leslie F. Varon Director Elections |
Board | For | AGAINST 1 fund |
FOR 15 funds |
| DEUTSCHE TELEKOM AG | April 10, 2024 | Remuneration Report Compensation |
Board | For | FOR 1 fund |
AGAINST 5 funds |
| DIGITALOCEAN HOLDINGS INC. | June 6, 2024 | Approval, on a non-binding advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 6 funds |
| DONEGAL GROUP INC. | April 18, 2024 | Adopt our 2024 equity incentive plan for employees. Compensation |
Board | For | AGAINST 7 funds |
FOR 2 funds |
| DOUGLAS EMMETT INC. | May 30, 2024 | Elect Dorene C. Dominguez Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 9 funds |
| DOUGLAS EMMETT INC. | May 30, 2024 | Elect Leslie E. Bider Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 9 funds |
| DSM FIRMENICH AG | May 7, 2024 | Elect Antoine A. Firmenich Director Elections |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| DSV AS | March 14, 2024 | Elect Thomas Plenborg Director Elections |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| DSV AS | March 14, 2024 | Remuneration Report Compensation |
Board | For | FOR 1 fund |
AGAINST 5 funds |
| DULUTH HOLDINGS INC. | May 23, 2024 | Election of Directors: Stephen L. Schlecht Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 2 funds |
| EAGLE BANCORP MONTANA INC. | April 18, 2024 | Advisory vote on named executive officer compensation as disclosed in the proxy statement Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| EDENRED | May 7, 2024 | 2023 Remuneration of Bertrand Dumazy, Chair and CEO Compensation |
Board | For | FOR 1 fund |
AGAINST 5 funds |
| ENCORE WIRE CORP. | June 26, 2024 | The Compensation Proposal - To consider and approve, by advisory (non-binding) vote, compensation that will or may become payable by the Company to its named executive officers in connection with the merger contemplated by the Merger Agreement. Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 8 funds |
| ENPHASE ENERGY INC. | May 15, 2024 | To approve, on advisory basis, the compensation of our named executive officers, as disclosed in the proxy statement. Say-on-Pay |
Board | For | FOR 18 funds |
AGAINST 14 funds |
| ENSTAR GROUP LTD. | June 6, 2024 | Election of Director to hold office until 2025: B. Frederick Becker Director Elections |
Board | For | FOR 1 fund |
AGAINST 7 funds |
| ENSTAR GROUP LTD. | June 6, 2024 | Election of Director to hold office until 2025: Hans-Peter Gerhardt Director Elections |
Board | For | FOR 1 fund |
AGAINST 7 funds |
| ENSTAR GROUP LTD. | June 6, 2024 | Election of Director to hold office until 2025: Poul A. Winslow Director Elections |
Board | For | FOR 1 fund |
AGAINST 7 funds |
| ENSTAR GROUP LTD. | June 6, 2024 | Election of Director to hold office until 2025: Robert J. Campbell Director Elections |
Board | For | FOR 1 fund |
AGAINST 7 funds |
| ENTAIN PLC | April 24, 2024 | Elect Rob Wood Director Elections |
Board | For | AGAINST 1 fund |
FOR 4 funds |
| ENVVENO MEDICAL CORP. | December 5, 2023 | To elect Mr. Robert C. Gray as Class II Director, to hold office until the 2026 Annual Meeting of Stockholders or until his successor is elected and qualified or until his earlier death, incapacity, removal or resignation: Robert C. Gray Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 1 fund |
| ESQUIRE FINANCIAL HOLDINGS INC. | May 30, 2024 | APPROVAL OF THE ESQUIRE FINANCIAL HOLDINGS, INC. 2024 EQUITY INCENTIVE PLAN. Compensation |
Board | For | FOR 8 funds |
AGAINST 2 funds |
| EVE HOLDING INC. | May 23, 2024 | Election of Class II Directors: Marion Clifton Blakey Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 4 funds |
| EVE HOLDING INC. | May 23, 2024 | Election of Class II Directors: Paul Eremenko Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 4 funds |
| EVERQUOTE INC. | June 6, 2024 | To approve, on a non-binding advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 3 funds |
| EVOLENT HEALTH INC. | June 6, 2024 | Election of Director: Diane Holder Director Elections |
Board | For | FOR 1 fund |
AGAINST 7 funds |
| EXP WORLD HOLDINGS INC. | May 13, 2024 | Election of Directors: Glenn Sanford Director Elections |
Board | For | FOR 7 funds |
AGAINST 8 funds |
| EXP WORLD HOLDINGS INC. | May 13, 2024 | Election of Directors: Randall Miles Director Elections |
Board | For | AGAINST 7 funds |
FOR 8 funds |
| FANUC CORP. | June 27, 2024 | Elect Ryuji Sasuga Director Elections |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| FATHOM HOLDINGS INC. | August 28, 2023 | To approve an amendment to the Fathom Holdings Inc. 2019 Omnibus Stock Incentive Plan to increase the share reserve by 1,700,000 shares of common stock. Compensation |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| FENNEC PHARMACEUTICALS INC. | June 25, 2024 | ELECTION OF DIRECTORS: Dr. Jodi Cook Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 1 fund |
| FIDELITY NATIONAL INFORMATION SERVICES INC. | June 5, 2024 | To ratify the appointment of KPMG LLP as the Companys independent registered public accounting firm for 2024. Audit-related |
Board | For | AGAINST 1 fund |
FOR 16 funds |
| FIRST ADVANTAGE CORP. | June 7, 2024 | To elect the three Class III director nominees listed in the Proxy Statement: Joseph Osnoss Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 4 funds |
| FIRST BANCORP | May 23, 2024 | Election of Directors: Juan Acosta Reboyras Director Elections |
Board | For | FOR 8 funds |
AGAINST 7 funds |
| FIRST HORIZON CORP. | April 23, 2024 | Election of Director to Serve Until the 2025 Annual Meeting: John W. Dietrich Director Elections |
Board | For | FOR 3 funds |
AGAINST 12 funds |
| FIRST HORIZON CORP. | April 23, 2024 | Ratification of appointment of KPMG LLP as auditors. Audit-related |
Board | For | FOR 9 funds |
AGAINST 12 funds |
| FLUOR CORP. | May 1, 2024 | Election of Director: H. Paulett Eberhart Director Elections |
Board | For | AGAINST 1 fund |
FOR 9 funds |
| FLUX POWER HOLDINGS INC. | April 18, 2024 | Election of Directors: Dale Robinette Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 1 fund |
| FLUX POWER HOLDINGS INC. | April 18, 2024 | Election of Directors: Lisa Walters-Hoffert Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 1 fund |
| FORD MOTOR CO. | May 9, 2024 | Election of Directors: Henry Ford III Director Elections |
Board | Not determined | FOR 16 funds |
AGAINST 13 funds |
| FOSSIL GROUP INC. | June 21, 2024 | Proposal to approve the Fossil Group, Inc. 2024 Long-Term Incentive Plan. Compensation |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| FREIGHTCAR AMERICA INC. | May 14, 2024 | To approve an increase in the shares authorized under the FreightCar America, Inc. 2022 Long Term Incentive Plan for general use. Compensation |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| FRONTIER COMMUNICATIONS PARENT INC. | May 15, 2024 | To approve, on an advisory basis, our named executive officer compensation. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 10 funds |
| GAN LTD. | February 13, 2024 | To approve, on an advisory (non-binding) basis, the compensation that may be paid or become payable to GAN Limited's named executive officers in connection with the merger. Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| GENERAL DYNAMICS CORP. | May 1, 2024 | Election of Director: John G. Stratton Director Elections |
Board | Not determined | AGAINST 1 fund |
FOR 14 funds |
| GENIE ENERGY LTD. | May 8, 2024 | Election of Directors: Howard S. Jonas Director Elections |
Board | For | AGAINST 8 funds |
FOR 2 funds |
| GEVO INC. | May 21, 2024 | To cast an advisory (non-binding) vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 2 funds |
| GLIMPSE GROUP INC. | December 15, 2023 | To hold an advisory vote on executive compensation (the "Say-on-Pay Proposal") Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 2 funds |
| GOLAR LNG LTD. | August 8, 2023 | To re-elect Carl Steen as a Director of the Company. Director Elections |
Board | For | FOR 8 funds |
AGAINST 5 funds |
| GOLAR LNG LTD. | August 8, 2023 | To re-elect Daniel Rabun as a Director of the Company. Director Elections |
Board | For | FOR 8 funds |
AGAINST 5 funds |
| GOLDEN MATRIX GROUP INC. | March 19, 2024 | Approval, for the purposes of complying with the applicable listing rules of Nasdaq, or the issuance of more than 20% of the Company's issued and outstanding common stock in certain offerings following the Special Meeting, as described in greater detail in the Proxy Statement (the "Nasdaq Proposal"). Capital Structure |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| GOLDMAN SACHS GROUP INC. | April 24, 2024 | Advisory Vote to Approve Executive Compensation (Say on Pay) Say-on-Pay |
Board | For | FOR 16 funds |
AGAINST 16 funds |
| GREAT SOUTHERN BANCORP INC. | May 8, 2024 | The election of three directors, each for a three-year term: Thomas J. Carlson Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 5 funds |
| GREENHILL & CO. INC. | August 16, 2023 | Proposal to approve, on an advisory (nonbinding) basis, the compensation that may be paid or become payable to Greenhill s named executive officers that is based on or otherwise relates to the Merger Agreement and the transactions contemplated by the Merger Agreement (the Compensation Proposal ). Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| GROUPON INC. | June 12, 2024 | To approve an amendment of the Groupon, Inc. 2011 Incentive Plan, as amended to increase the number of authorized shares thereunder. Compensation |
Board | For | FOR 1 fund |
AGAINST 3 funds |
| GUESS INC. | May 31, 2024 | Advisory vote on the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 9 funds |
| H&E EQUIPMENT SERVICES INC. | May 16, 2024 | Election of Director: Mary P. Thompson Other |
Board | For | FOR 1 fund |
WITHHOLD 8 funds |
| HANOVER INSURANCE GROUP INC. | May 14, 2024 | Election of three Directors, each for a three-year term: Kathleen S. Lane Director Elections |
Board | For | FOR 9 funds |
AGAINST 9 funds |
| HAWTHORN BANCSHARES INC. | June 4, 2024 | ELECTION OF FOUR CLASS II DIRECTORS: Frank E. Burkhead Director Elections |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| HAWTHORN BANCSHARES INC. | June 4, 2024 | Proposal to ratify the selection of the accounting firm of FORVIS LLP as the Company's independent registered public accounting firm for 2024. Audit-related |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| HEIDRICK & STRUGGLES INTERNATIONAL INC. | May 23, 2024 | Approval of the Fifth Amended and Restated Heidrick & Struggles 2012 GlobalShare Program. Compensation |
Board | For | FOR 8 funds |
AGAINST 7 funds |
| HERITAGE INSURANCE HOLDINGS INC. | June 5, 2024 | Election of Directors: Nicholas Pappas Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 1 fund |
| HERITAGE INSURANCE HOLDINGS INC. | June 5, 2024 | Election of Directors: Panagiotis (Pete) Apostolou Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 1 fund |
| HERITAGE INSURANCE HOLDINGS INC. | June 5, 2024 | Election of Directors: Paul L. Whiting Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 1 fund |
| HERITAGE INSURANCE HOLDINGS INC. | June 5, 2024 | Election of Directors: Vijay Walvekar Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 1 fund |
| HERON THERAPEUTICS INC. | June 13, 2024 | To approve, on a nonbinding advisory basis, compensation paid to our Named Executive Officers during the fiscal year ended December 31, 2023. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 5 funds |
| HITACHI LTD. | June 21, 2024 | Elect Mitsuaki Nishiyama Director Elections |
Board | For | AGAINST 1 fund |
FOR 6 funds |
| HOME BANCSHARES INC. | April 18, 2024 | Election of Directors: J. Pat Hickman Director Elections |
Board | For | FOR 10 funds |
WITHHOLD 6 funds |
| HORIZON THERAPEUTICS PLC | July 27, 2023 | Approval, on an advisory basis, of the compensation of our named executive officers, as disclosed in the Proxy Statement. Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 16 funds |
| HSBC HOLDINGS PLC | May 3, 2024 | Elect Rachel Duan Director Elections |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| HUMANA INC. | April 18, 2024 | Election of Director: Brad D. Smith Director Elections |
Board | For | AGAINST 1 fund |
FOR 13 funds |
| HUMANA INC. | April 18, 2024 | Election of Director: Bruce D. Broussard Director Elections |
Board | For | AGAINST 1 fund |
FOR 13 funds |
| HUMANA INC. | April 18, 2024 | Election of Director: David T. Feinberg, M.D. Director Elections |
Board | For | AGAINST 1 fund |
FOR 13 funds |
| HUMANA INC. | April 18, 2024 | Election of Director: Frank A. D'Amelio Director Elections |
Board | For | AGAINST 1 fund |
FOR 13 funds |
| HUMANA INC. | April 18, 2024 | Election of Director: John W. Garratt Director Elections |
Board | For | AGAINST 1 fund |
FOR 13 funds |
| HUMANA INC. | April 18, 2024 | Election of Director: Jorge S. Mesquita Director Elections |
Board | For | AGAINST 1 fund |
FOR 13 funds |
| HUMANA INC. | April 18, 2024 | Election of Director: Karen W. Katz Director Elections |
Board | For | AGAINST 1 fund |
FOR 13 funds |
| HUMANA INC. | April 18, 2024 | Election of Director: Kurt J. Hilzinger Director Elections |
Board | For | AGAINST 1 fund |
FOR 13 funds |
| HUMANA INC. | April 18, 2024 | Election of Director: Marcy S. Klevorn Director Elections |
Board | For | AGAINST 1 fund |
FOR 13 funds |
| HUMANA INC. | April 18, 2024 | Election of Director: Raquel C. Bono, M.D. Director Elections |
Board | For | AGAINST 1 fund |
FOR 13 funds |
| HUMANA INC. | April 18, 2024 | Election of Director: Wayne A. I. Frederick, M.D. Director Elections |
Board | For | AGAINST 1 fund |
FOR 13 funds |
| HYPERFINE INC. | June 11, 2024 | Election of Directors: Daniel J. Wolterman Director Elections |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| IAC INC. | June 11, 2024 | Election of Directors: David Rosenblatt Director Elections |
Board | For | FOR 5 funds |
WITHHOLD 11 funds |
| IAC INC. | June 11, 2024 | To approve a non-binding advisory vote on IAC's 2023 executive compensation. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 12 funds |
| ICU MEDICAL INC. | May 15, 2024 | Elect David F. Hoffmeister Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 8 funds |
| IF BANCORP INC. | November 20, 2023 | Election of Directors: Wayne A. Lehmann Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 1 fund |
| IHI CORP. | June 26, 2024 | Elect Yasuaki Fukumoto Director Elections |
Board | For | AGAINST 1 fund |
FOR 3 funds |
| IMMUNIC INC. | March 4, 2024 | Amendment to the Immunic, Inc. 2019 Omnibus Equity Incentive Plan, as Amended, to increase the number of shares of common stock authorized for issuance by 9,100,000 shares to a total of 19,448,871 shares. Compensation |
Board | For | AGAINST 1 fund |
FOR 1 fund |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 13, 2026 from SEC Form N-PX filings.