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 |
|---|---|---|---|---|---|---|
| INDEPENDENCE CONTRACT DRILLING INC. | June 5, 2024 | Election of Directors: Robert J. Barrett, IV Director Elections |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| INDEPENDENCE CONTRACT DRILLING INC. | June 5, 2024 | Election of Directors: Stacy D. Nieuwoudt Director Elections |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| INDEPENDENCE CONTRACT DRILLING INC. | June 5, 2024 | Election of Directors: Vincent J. Cebula Director Elections |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| INTERACTIVE BROKERS GROUP INC. | April 18, 2024 | Election of Directors: Milan Galik Director Elections |
Board | For | FOR 8 funds |
AGAINST 14 funds |
| INTERNATIONAL GAME TECHNOLOGY PLC | May 14, 2024 | To approve the continued appoinment of the following directors: Massimiliano Chiara Director Elections |
Board | For | FOR 1 fund |
AGAINST 5 funds |
| INTUITIVE SURGICAL INC. | April 25, 2024 | The amendment and restatement of the Amended and Restated 2010 Incentive Award Plan. Compensation |
Board | For | FOR 23 funds |
AGAINST 15 funds |
| IROBOT CORP. | October 12, 2023 | To approve, on an advisory (non-binding) basis, certain compensation that may be paid or become payable to iRobot's named executive officers in connection with the merger; and Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 8 funds |
| ISPIRE TECHNOLOGY INC. | June 25, 2024 | Election of Directors: Christopher Robert Burch Director Elections |
Board | For | FOR 7 funds |
AGAINST 1 fund |
| ISPIRE TECHNOLOGY INC. | June 25, 2024 | Election of Directors: John Fargis Director Elections |
Board | For | FOR 7 funds |
AGAINST 1 fund |
| ISPIRE TECHNOLOGY INC. | June 25, 2024 | Election of Directors: Tuanfang Liu Director Elections |
Board | For | FOR 7 funds |
AGAINST 1 fund |
| ISUN INC. | July 12, 2023 | Election of Directors: Stewart Martin Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 1 fund |
| JEFFERIES FINANCIAL GROUP INC. | March 28, 2024 | Advisory vote to approve 2023 executive-compensation program. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 13 funds |
| JOHN B. SANFILIPPO & SON INC. | November 2, 2023 | Election of Director: Pamela Forbes Lieberman Other |
Board | For | FOR 1 fund |
WITHHOLD 7 funds |
| JOHNSON & JOHNSON | April 25, 2024 | Election of Director: Mark A. Weinberger Director Elections |
Board | For | AGAINST 1 fund |
FOR 15 funds |
| KB HOME | April 18, 2024 | Election of Directors: Arthur R. Collins Director Elections |
Board | For | FOR 10 funds |
AGAINST 9 funds |
| KB HOME | April 18, 2024 | Election of Directors: James C. Weaver Director Elections |
Board | For | FOR 10 funds |
AGAINST 9 funds |
| KB HOME | April 18, 2024 | Election of Directors: Jodeen A. Kozlak Director Elections |
Board | For | FOR 10 funds |
AGAINST 9 funds |
| KINSALE CAPITAL GROUP INC. | May 23, 2024 | Election of nine directors: Gregory M. Share Director Elections |
Board | For | FOR 9 funds |
AGAINST 12 funds |
| KITE REALTY GROUP TRUST | May 29, 2024 | Election of Trustees: Steven P. Grimes Director Elections |
Board | For | FOR 10 funds |
AGAINST 11 funds |
| KLAVIYO INC. | June 11, 2024 | Election of Class I Directors: Andrew Bialecki Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 3 funds |
| KONE CORP. | February 29, 2024 | Elect Matti Alahuhta Director Elections |
Board | For | AGAINST 1 fund |
FOR 6 funds |
| KONE CORP. | February 29, 2024 | Elect Timo Ihamuotila Director Elections |
Board | For | FOR 1 fund |
AGAINST 6 funds |
| KOPPERS HOLDINGS INC. | May 2, 2024 | PROPOSAL FOR ELECTION OF DIRECTORS: Andrew D. Sandifer Director Elections |
Board | For | FOR 8 funds |
AGAINST 8 funds |
| KOPPERS HOLDINGS INC. | May 2, 2024 | PROPOSAL FOR ELECTION OF DIRECTORS: David L. Motley Director Elections |
Board | For | FOR 8 funds |
AGAINST 8 funds |
| KOPPERS HOLDINGS INC. | May 2, 2024 | PROPOSAL FOR ELECTION OF DIRECTORS: Louis L. Testoni Director Elections |
Board | For | FOR 8 funds |
AGAINST 8 funds |
| KOPPERS HOLDINGS INC. | May 2, 2024 | PROPOSAL FOR ELECTION OF DIRECTORS: Sonja M. Wilkerson Director Elections |
Board | For | FOR 8 funds |
AGAINST 8 funds |
| KOPPERS HOLDINGS INC. | May 2, 2024 | PROPOSAL FOR ELECTION OF DIRECTORS: Xudong Feng, Ph.D. Director Elections |
Board | For | FOR 8 funds |
AGAINST 8 funds |
| KURA ONCOLOGY INC. | June 5, 2024 | Approval, on an advisory basis, of the compensation of our named executive officers during the year ended December 31, 2023. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 5 funds |
| L'OREAL SA | April 23, 2024 | Authority to Issue Performance Shares Corporate Governance |
Board | For | AGAINST 1 fund |
FOR 6 funds |
| L'OREAL SA | April 23, 2024 | Elect Beatrice Guillaume-Grabisch Director Elections |
Board | For | AGAINST 1 fund |
FOR 6 funds |
| L'OREAL SA | April 23, 2024 | Elect Ilham Kadri Director Elections |
Board | For | FOR 1 fund |
AGAINST 6 funds |
| L'OREAL SA | April 23, 2024 | Elect Jean-Victor Meyers Compensation |
Board | For | AGAINST 1 fund |
FOR 6 funds |
| L'OREAL SA | April 23, 2024 | Elect Nicolas Meyers Corporate Governance |
Board | For | AGAINST 1 fund |
FOR 6 funds |
| L.S. STARRETT CO. | May 21, 2024 | A proposal to approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to Starrett's named executive officers that is based on or otherwise related to the Merger Agreement and the transactions contemplated by the Merger Agreement. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 2 funds |
| LAKELAND FINANCIAL CORP. | April 9, 2024 | ELECTION OF DIRECTORS: Bradley J. Toothaker Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 7 funds |
| LENNAR CORP. | April 10, 2024 | Elect 11 directors to serve until the 2025 Annual Meeting of Stockholders: Serena Wolfe Director Elections |
Board | For | FOR 19 funds |
AGAINST 13 funds |
| LIBERTY LATIN AMERICA LTD. | May 21, 2024 | To approve, on an advisory basis, the compensation of our named executive officers as described in the proxy statement under the heading "Executive Officers and Directors Compensation;" and Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 2 funds |
| LIGHTWAVE LOGIC INC. | May 22, 2024 | Advisory vote on executive compensation. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 4 funds |
| LINKBANCORP INC. | May 23, 2024 | Election of Directors: David H. Koppenhaver Director Elections |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| LIONS GATE ENTERTAINMENT CORP. | November 28, 2023 | Election of Directors: Hardwick Simmons Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 7 funds |
| LIVE NATION ENTERTAINMENT INC. | June 13, 2024 | To hold an advisory vote on the company's executive compensation. Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 15 funds |
| LIVE OAK BANCSHARES INC. | May 21, 2024 | Say-on-Pay Vote: Non-binding, advisory proposal to approve compensation paid to our named executive officers. Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 5 funds |
| LUMENT FINANCE TRUST INC. | June 13, 2024 | Approval, on an advisory basis, of the compensation of our named executive officers, as described in the proxy statement under "Executive Compensation." Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 2 funds |
| LUMENTUM HOLDINGS INC. | November 17, 2023 | To approve, on a non-binding advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 12 funds |
| LVMH MOET HENNESSY LOUIS VUITTON SE | April 18, 2024 | Special Auditors Report on Regulated Agreements Audit-related |
Board | For | FOR 1 fund |
AGAINST 6 funds |
| MADRIGAL PHARMACEUTICALS INC. | June 25, 2024 | Advisory vote to approve executive compensation. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 5 funds |
| MAPLEBEAR INC. | May 29, 2024 | To elect the following Class I director nominees: Fidji Simo Director Elections |
Board | For | FOR 6 funds |
WITHHOLD 3 funds |
| MARATHON OIL CORP. | May 22, 2024 | Election Of Director For A One-Year Term Expiring In 2025: Marcela E. Donadio Director Elections |
Board | For | AGAINST 1 fund |
FOR 14 funds |
| MARATHON OIL CORP. | May 22, 2024 | Election Of Director For A One-Year Term Expiring In 2025: Mark A. Mccollum Director Elections |
Board | For | AGAINST 1 fund |
FOR 14 funds |
| MARCUS & MILLICHAP INC. | May 2, 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 | FOR 8 funds |
AGAINST 9 funds |
| MARQETA INC. | June 13, 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 5 funds |
| MEDICAL PROPERTIES TRUST INC. | May 30, 2024 | To elect nine directors: D. Paul Sparks, Jr. Director Elections |
Board | For | FOR 6 funds |
AGAINST 13 funds |
| MEDICAL PROPERTIES TRUST INC. | May 30, 2024 | To elect nine directors: Michael G. Stewart Director Elections |
Board | For | FOR 6 funds |
AGAINST 13 funds |
| MEDTRONIC PLC | October 19, 2023 | Election of Director to hold office until the 2024 Annual General Meeting: Elizabeth G. Nabel, M.D. Director Elections |
Board | For | AGAINST 1 fund |
FOR 14 funds |
| MEDTRONIC PLC | October 19, 2023 | Election of Director to hold office until the 2024 Annual General Meeting: Kendall J. Powell Director Elections |
Board | For | AGAINST 1 fund |
FOR 14 funds |
| MERCK & CO. INC. | May 28, 2024 | Election of Director: Patricia F. Russo Director Elections |
Board | For | AGAINST 1 fund |
FOR 15 funds |
| MERCK & CO. INC. | May 28, 2024 | Ratification of the appointment of the Company s independent registered public accounting firm for 2024. Audit-related |
Board | For | AGAINST 1 fund |
FOR 15 funds |
| META PLATFORMS INC. | May 29, 2024 | Elect Andrew W. Houston Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 14 funds |
| META PLATFORMS INC. | May 29, 2024 | Elect Hock E. Tan Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 14 funds |
| META PLATFORMS INC. | May 29, 2024 | Elect Marc L. Andreessen Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 14 funds |
| META PLATFORMS INC. | May 29, 2024 | Elect Tracey T. Travis Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 14 funds |
| MICROCHIP TECHNOLOGY INC. | August 22, 2023 | Proposal to approve an amendment and restatement of our 1994 International Employee Stock Purchase Plan to extend the term of the Plan by ten years to November 30, 2034. Compensation |
Board | For | FOR 25 funds |
AGAINST 14 funds |
| MICROCHIP TECHNOLOGY INC. | August 22, 2023 | Proposal to approve an amendment and restatement of our 2001 Employee Stock Purchase Plan to extend the term of the Plan by ten years to August 31, 2034. Compensation |
Board | For | FOR 25 funds |
AGAINST 14 funds |
| MIMEDX GROUP INC. | June 5, 2024 | Advisory approval of executive compensation. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 6 funds |
| MITSUBISHI HEAVY INDUSTRIES LTD. | June 27, 2024 | Elect Hisato Kozawa Director Elections |
Board | For | AGAINST 1 fund |
FOR 4 funds |
| MITSUBISHI HEAVY INDUSTRIES LTD. | June 27, 2024 | Elect Ken Kobayashi Director Elections |
Board | For | AGAINST 1 fund |
FOR 4 funds |
| MITSUBISHI HEAVY INDUSTRIES LTD. | June 27, 2024 | Elect Masayuki Fujisawa as Audit Committee Director Director Elections |
Board | For | AGAINST 1 fund |
FOR 4 funds |
| MITSUBISHI HEAVY INDUSTRIES LTD. | June 27, 2024 | Elect Nobuyuki Hirano Director Elections |
Board | For | AGAINST 1 fund |
FOR 4 funds |
| MITSUBISHI UFJ FINANCIAL GROUP INC. | June 27, 2024 | Elect Hirofumi Nomoto Corporate Governance |
Board | For | FOR 1 fund |
AGAINST 5 funds |
| MITSUBISHI UFJ FINANCIAL GROUP INC. | June 27, 2024 | Elect Kenichi Miyanaga Corporate Governance |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| MITSUBISHI UFJ FINANCIAL GROUP INC. | June 27, 2024 | Elect Ryoichi Shinke Corporate Governance |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| MKS INSTRUMENTS INC. | May 7, 2024 | Elect Elizabeth A. Mora Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 11 funds |
| MOBILEYE GLOBAL INC. | June 13, 2024 | Election of Directors: Christine Pambianchi Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 4 funds |
| MODINE MANUFACTURING CO. | August 17, 2023 | Election of Director: Ms. Marsha C. Williams Director Elections |
Board | For | FOR 1 fund |
AGAINST 8 funds |
| MODIVCARE INC. | June 11, 2024 | Election of Directors: Rahul Samant Director Elections |
Board | For | AGAINST 7 funds |
FOR 7 funds |
| MONGODB INC. | June 25, 2024 | Elect Roelof F. Botha Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 8 funds |
| MONRO INC. | August 15, 2023 | Elect Hope B. Woodhouse Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 7 funds |
| MONRO INC. | August 15, 2023 | Elect Peter J. Solomon Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 7 funds |
| MONRO INC. | August 15, 2023 | Elect Robert E. Mellor Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 7 funds |
| MONRO INC. | August 15, 2023 | Elect Stephen C. McCluski Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 7 funds |
| MOTORCAR PARTS OF AMERICA INC. | September 14, 2023 | To vote on an advisory (non-binding) proposal to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| MUELLER INDUSTRIES INC. | September 26, 2023 | Approve the amendment to the Company's Restated Certificate of Incorporation to increase the number of authorized shares of common stock by 150,000,000 shares. Capital Structure |
Board | For | FOR 10 funds |
AGAINST 8 funds |
| MULLEN AUTOMOTIVE INC. | August 3, 2023 | To approve the conversion of Mullen Automotive Inc. from a Delaware Corporation to a Maryland Corporation; Extraordinary Transactions |
Board | For | AGAINST 5 funds |
FOR 2 funds |
| MYMD PHARMACEUTICALS INC. | July 31, 2023 | To approve the Agreement and Plan of Merger between the Company and its wholly-owned Delaware subsidiary, MyMD Pharmaceuticals, Inc. ("MyMD Delaware"), pursuant to which the Company will merge with and into MyMD Delaware for the sole purpose of changing the Company's state of domicile, including the approval of the Certificate of Incorporation of MyMD Delaware. Extraordinary Transactions |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| NACCO INDUSTRIES INC. | May 15, 2024 | Proposal to approve, on an advisory basis, NACCO Industries, Inc.'s Named Executive Officer compensation. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 3 funds |
| NAPCO SECURITY TECHNOLOGIES INC. | December 12, 2023 | ELECTION OF DIRECTOR: Andrew J. Wilder Other |
Board | For | FOR 1 fund |
WITHHOLD 4 funds |
| NAPCO SECURITY TECHNOLOGIES INC. | December 12, 2023 | ELECTION OF DIRECTOR: Robert A. Ungar Other |
Board | For | FOR 1 fund |
WITHHOLD 4 funds |
| NATIONAL BEVERAGE CORP. | October 6, 2023 | Election of Director: Nick A. Caporella Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 10 funds |
| NATIONAL STORAGE AFFILIATES TRUST | May 13, 2024 | The election of twelve trustees to serve on the Board of Trustees: Mark Van Mourick Director Elections |
Board | For | FOR 8 funds |
AGAINST 10 funds |
| NATURAL ALTERNATIVES INTERNATIONAL INC. | December 7, 2023 | Elect one Class III director to serve until the next meeting of stockholders held to elect Class III directors and until their respective successors are elected and qualified: Laura Kay Matherly (Class III) Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 1 fund |
| NATURAL GAS SERVICES GROUP INC. | June 13, 2024 | Election of Directors: David L. Bradshaw Director Elections |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| NATURAL GAS SERVICES GROUP INC. | June 13, 2024 | Election of Directors: Nigel J. Jenvey Director Elections |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| NECESSITY RETAIL REIT INC (THE) | September 8, 2023 | To approve, by advisory (non-binding) vote, certain compensation arrangements for RTL's named executive officers in connection with the Proposed Transactions discussed under the section titled "The Companies - The Combined Company - Potential Conflicts of Interest of Officers and Directors of GNL and RTL" beginning on page 50. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 10 funds |
| NEUMORA THERAPEUTICS INC. | June 13, 2024 | To elect two Class I directors to hold office until the 2027 annual meeting of stockholders or until their successors are elected: Henry O. Gosebruch Director Elections |
Board | For | FOR 5 funds |
WITHHOLD 4 funds |
| NEWELL BRANDS INC. | May 9, 2024 | Election of Directors: Bridget Ryan Berman Director Elections |
Board | For | FOR 5 funds |
AGAINST 11 funds |
| NEXPOINT REAL ESTATE FINANCE INC. | January 26, 2024 | To approve the amendment and restatement of the NexPoint Real Estate Finance, Inc. 2020 Long Term Incentive Plan. Compensation |
Board | For | FOR 7 funds |
AGAINST 2 funds |
| NEXPOINT RESIDENTIAL TRUST INC. | May 7, 2024 | To elect seven directors to serve until the 2025 annual meeting of stockholders: Scott Kavanaugh Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 5 funds |
| NEXSTAR MEDIA GROUP INC. | June 18, 2024 | Election of Director to serve until the 2025 annual meeting of stockholders: C. Thomas McMillen Director Elections |
Board | For | FOR 1 fund |
AGAINST 13 funds |
| NISSAN MOTOR CO. LTD. | June 25, 2024 | Elect Bernard Delmas Director Elections |
Board | For | AGAINST 1 fund |
FOR 4 funds |
| NISSAN MOTOR CO. LTD. | June 25, 2024 | Elect Pierre Fleuriot Director Elections |
Board | For | AGAINST 1 fund |
FOR 4 funds |
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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.