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 |
|---|---|---|---|---|---|---|
| NISSAN MOTOR CO. LTD. | June 25, 2024 | Elect Yasushi Kimura Director Elections |
Board | For | AGAINST 1 fund |
FOR 4 funds |
| NL INDUSTRIES INC. | May 16, 2024 | Nonbinding advisory vote approving named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 3 funds |
| NN INC. | May 14, 2024 | Advisory (non-binding) vote to approve the compensation of the named executive officers of NN, Inc. Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| NORTHERN TRUST CORP. | April 16, 2024 | Ratification of the appointment of KPMG LLP as the Corporations independent registered public accounting firm for the fiscal year ending December 31, 2024. Audit-related |
Board | For | AGAINST 1 fund |
FOR 15 funds |
| NOVAVAX INC. | June 13, 2024 | Amendment and restatement of the Novavax, Inc. Amended and Restated 2013 Employee Stock Purchase Plan to increase the number of shares of common stock available for issuance thereunder by 1,000,000 shares, such that the number of shares available for issuance thereunder is the lesser of (a) 2,155,000 shares of common stock increased on January 1 of each year by 5% of the share pool on such January 1 (rounded down to the nearest whole share) and (b) 3,510,264 shares of common stock. Compensation |
Board | For | FOR 9 funds |
AGAINST 4 funds |
| NOVO NORDISK A/S | March 21, 2024 | Elect Martin Mackay Director Elections |
Board | For | AGAINST 1 fund |
ABSTAIN 7 funds |
| NOVO NORDISK A/S | March 21, 2024 | Election of Henrik Poulsen as Vice Chair Director Elections |
Board | For | AGAINST 1 fund |
FOR 7 funds |
| NU HOLDINGS LTD. | August 16, 2023 | To resolve, as an ordinary resolution, that the reelection of the individuals listed from "a" to "i", as directors of the Company (the "Nominees"), each to serve for a term ending on the date of the next annual general meeting of the Members, or until such person resigns or is removed in accordance with the terms of the Memorandum and Articles of Association of the Company, be approved: David Velez Osorno; Director Elections |
Board | For | FOR 2 funds |
AGAINST 3 funds |
| NVIDIA CORP. | June 26, 2024 | Election of Director: Aarti Shah Director Elections |
Board | For | FOR 1 fund |
AGAINST 16 funds |
| NVR INC. | May 7, 2024 | Election of Directors: Alfred E. Festa Director Elections |
Board | For | FOR 20 funds |
AGAINST 14 funds |
| OCUPHIRE PHARMA INC. | June 11, 2024 | Election of Directors: Cam Gallagher Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 1 fund |
| OCUPHIRE PHARMA INC. | June 11, 2024 | Election of Directors: James Manuso Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 1 fund |
| OPENDOOR TECHNOLOGIES INC. | June 14, 2024 | To approve, on an advisory (non-binding) basis, the compensation of our named executive officers (Say-on-Pay Vote). Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 9 funds |
| OPTIMIZERX CORP. | June 5, 2024 | Election of Directors: Gregory D. Wasson Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 2 funds |
| ORIENTAL LAND CO. LTD. | June 27, 2024 | Elect Shigeru Suzuki Director Elections |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| ORIENTAL LAND CO. LTD. | June 27, 2024 | Elect Tsutomu Hanada Director Elections |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| ORIENTAL LAND CO. LTD. | June 27, 2024 | Elect Yuzaburo Mogi Director Elections |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| ORTHOFIX MEDICAL INC. | June 18, 2024 | Election of Director: Michael E. Paolucci Other |
Board | For | FOR 1 fund |
AGAINST 4 funds |
| PACIFIC BIOSCIENCES OF CALIFORNIA INC. | June 18, 2024 | Election of Directors: Marshall Mohr Director Elections |
Board | For | FOR 9 funds |
AGAINST 4 funds |
| PALO ALTO NETWORKS INC. | December 12, 2023 | Election of Class III Director: Aparna Bawa Director Elections |
Board | For | FOR 1 fund |
AGAINST 13 funds |
| PALO ALTO NETWORKS INC. | December 12, 2023 | Election of Class III Director: Lorraine Twohill Director Elections |
Board | For | FOR 1 fund |
AGAINST 13 funds |
| PDS BIOTECHNOLOGY CORP. | June 24, 2024 | To approve an amendment to our Eighth Amended and Restated Certificate of Incorporation, as amended, to increase the number of authorized shares of our common stock from 75,000,000 shares to 150,000,000 shares; Capital Structure |
Board | For | FOR 7 funds |
AGAINST 2 funds |
| PENN ENTERTAINMENT INC. | June 4, 2024 | Approval, on an advisory basis, of the compensation paid to the Company's named executive officers. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 10 funds |
| PENSKE AUTOMOTIVE GROUP INC. | May 9, 2024 | Election of Directors: Greg Smith Director Elections |
Board | Not determined | WITHHOLD 7 funds |
FOR 12 funds |
| PENSKE AUTOMOTIVE GROUP INC. | May 9, 2024 | Election of Directors: Ronald Steinhart Director Elections |
Board | Not determined | WITHHOLD 7 funds |
FOR 12 funds |
| PERIMETER SOLUTIONS SA | May 23, 2024 | To approve the compensation of certain of the non-employee independent directors of the Company for 2023; Compensation |
Board | For | AGAINST 6 funds |
FOR 7 funds |
| PHARMACYTE BIOTECH INC. | August 31, 2023 | Proposal to approve an amendment to the PharmaCyte Biotech, Inc. articles of incorporation, as amended, to increase the number authorized shares of common stock from 133,333,334 to 200,000,000. Capital Structure |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| PHATHOM PHARMACEUTICALS INC. | May 23, 2024 | To elect three class II directors to hold office until the 2027 Annual Meeting of Stockholders: Michael F. Cola Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 4 funds |
| PLBY GROUP INC. | June 13, 2024 | An advisory vote to approve the compensation of named executive officers. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 2 funds |
| PONCE FINANCIAL GROUP INC. | June 13, 2024 | Election of Directors for term ending in 2027: Nick R. Lugo Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 2 funds |
| POWERFLEET INC. | July 20, 2023 | Approval of an amendment to the Company's 2018 Incentive Plan, as amended, to increase the number of shares of common stock available for issuance thereunder. Compensation |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| PRAXIS PRECISION MEDICINES INC. | November 6, 2023 | Approval of amendments to our Amended and Restated Certificate of Incorporation, to give our Board of Directors discretionary authority to effect a reverse stock split of all of the outstanding shares of our Common Stock, at a ratio ranging from any whole number between 1-for-5 and 1-for-25, as determined by our Board in its discretion (the "Reverse Stock Split Proposal"). Capital Structure |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| PRIMEENERGY RESOURCES CORP. | June 5, 2024 | Election of Directors: H. Gifford Fong Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 2 funds |
| PRIMERICA INC. | May 8, 2024 | To elect the following directors: Beatriz R. Perez Director Elections |
Board | For | FOR 9 funds |
AGAINST 12 funds |
| PROGRESS SOFTWARE CORP. | May 9, 2024 | Elect Charles F. Kane Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 7 funds |
| PRUDENTIAL PLC | May 23, 2024 | Elect Ming Lu Director Elections |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| PULSE BIOSCIENCES INC. | December 19, 2023 | Subject to approval of Proposal 1, to ratify options awarded under the Plan on November 1, 2023 to acquire up to 1,505,000 shares of the Company's common stock. Compensation |
Board | For | AGAINST 8 funds |
FOR 2 funds |
| PULTEGROUP INC. | May 6, 2024 | Election of Directors: Bryce Blair Director Elections |
Board | For | FOR 17 funds |
AGAINST 13 funds |
| QUANTUM-SI INC. | May 15, 2024 | To approve, by a non-binding, advisory vote, of the compensation of our named executive officers, as described in our proxy statement. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 3 funds |
| QUOTIENT TECHNOLOGY INC. | August 3, 2023 | To approve, on an advisory basis, the compensation of our named executive officers, as disclosed in the proxy statement in accordance with Securities and Exchange Commission rules. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 3 funds |
| RAYMOND JAMES FINANCIAL INC. | February 22, 2024 | Advisory vote to approve executive compensation. Say-on-Pay |
Board | For | FOR 19 funds |
AGAINST 15 funds |
| REKOR SYSTEMS INC. | April 18, 2024 | Adoption of Charter Amendment to increase authorized common stock. Capital Structure |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| RELMADA THERAPEUTICS INC. | May 24, 2024 | To approve an amendment to the Relmada Therapeutics, Inc. 2021 Equity Incentive Plan to increase the shares of our common stock available for issuance thereunder by 4.5 million shares. Compensation |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| RELMADA THERAPEUTICS INC. | May 24, 2024 | To provide an advisory vote to approve executive compensation. Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| RENAULT SA | May 16, 2024 | Authority to Issue Performance Shares Capital Structure |
Board | For | AGAINST 1 fund |
FOR 4 funds |
| REXFORD INDUSTRIAL REALTY INC. | June 11, 2024 | Election of Directors: Richard S. Ziman Director Elections |
Board | For | FOR 8 funds |
AGAINST 14 funds |
| RIMINI STREET INC. | June 6, 2024 | Election of Class I Director: Jack L. Acosta Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 3 funds |
| RIVIAN AUTOMOTIVE INC. | June 18, 2024 | Approval, on an advisory (non-binding) basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 9 funds |
| ROCKET PHARMACEUTICALS INC. | June 13, 2024 | Election of Directors: R. Keith Woods Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 4 funds |
| RUMBLEON INC. | July 14, 2023 | Advisory approval of the Company's executive compensation ("Say on Pay"). Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 3 funds |
| RUMBLEON INC. | June 4, 2024 | Election of Directors: Mark Cohen Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 1 fund |
| RUMBLEON INC. | June 4, 2024 | Election of Directors: Rebecca Polak Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 1 fund |
| RUMBLEON INC. | June 4, 2024 | Election of Directors: Steven Pully Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 1 fund |
| SANMINA CORP. | March 11, 2024 | Election of Director: David V. Hedley III Director Elections |
Board | For | FOR 1 fund |
AGAINST 8 funds |
| SANMINA CORP. | March 11, 2024 | Election of Director: Joseph G. Licata, Jr. Director Elections |
Board | For | FOR 1 fund |
AGAINST 8 funds |
| SANMINA CORP. | March 11, 2024 | Election of Director: Susan A. Johnson Director Elections |
Board | For | FOR 1 fund |
AGAINST 8 funds |
| SANOFI | April 30, 2024 | Authority to Issue Performance Shares Capital Structure |
Board | For | AGAINST 1 fund |
FOR 6 funds |
| SANOFI | April 30, 2024 | Elect Rachel Duan Director Elections |
Board | For | AGAINST 1 fund |
FOR 6 funds |
| SAUL CENTERS INC. | May 17, 2024 | Approval of the Company's 2024 Stock Incentive Plan. Compensation |
Board | For | AGAINST 7 funds |
FOR 4 funds |
| SCHLUMBERGER LIMITED (SCHLUMBERGER N.V.) | April 3, 2024 | Election of Directors: Vanitha Narayanan Director Elections |
Board | For | FOR 20 funds |
AGAINST 12 funds |
| SCOTTS MIRACLE-GRO CO. | January 22, 2024 | Approval of an amendment and restatement to The Scotts Miracle-Gro Company Long-Term Incentive Plan to increase the maximum number of common shares available for grant to participants. Compensation |
Board | For | AGAINST 1 fund |
FOR 8 funds |
| SEACOR MARINE HOLDINGS INC. | June 4, 2024 | Election of Directors: Alfredo Miguel Bejos Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 2 funds |
| SEACOR MARINE HOLDINGS INC. | June 4, 2024 | Election of Directors: R. Christopher Regan Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 2 funds |
| SEAGATE TECHNOLOGY HOLDINGS PLC | October 23, 2023 | Determine the Price Range for the Re-allotment of Treasury Shares under Irish law. Capital Structure |
Board | For | FOR 15 funds |
AGAINST 11 funds |
| SEI INVESTMENTS CO. | May 29, 2024 | Election of Directors: Carl A. Guarino Director Elections |
Board | For | FOR 9 funds |
AGAINST 12 funds |
| SELLAS LIFE SCIENCES GROUP INC. | June 20, 2024 | To approve, on an 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 |
| SENSUS HEALTHCARE INC. | May 31, 2024 | Election of Directors: Megan Cornish Director Elections |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| SERITAGE GROWTH PROPERTIES | June 5, 2024 | An advisory, non-binding resolution to approve the Company's executive compensation program for our named executive officers, as described in the proxy statement; and Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 4 funds |
| SIEMENS HEALTHINEERS AG | April 18, 2024 | Elect Ralf P. Thomas as Supervisory Board Chair Director Elections |
Board | For | FOR 1 fund |
AGAINST 4 funds |
| SILK ROAD MEDICAL INC. | June 18, 2024 | To approve, on an advisory basis, our executive compensation. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 5 funds |
| SITIME CORP. | May 30, 2024 | To approve, on an advisory basis, the compensation of SiTime's named executive officers as disclosed in SiTime's proxy statement. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 7 funds |
| SKYLINE CHAMPION CORP. | July 27, 2023 | Election of Director to serve until the next annual meeting: Keith Anderson Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 8 funds |
| SNOWFLAKE INC. | July 5, 2023 | Election of Class II Directors: Teresa Briggs Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 11 funds |
| SOITEC SA | July 25, 2023 | 2022 Remuneration of Paul Boudre, Former CEO (Until July 26, 2022) Compensation |
Board | For | FOR 1 fund |
AGAINST 4 funds |
| SOITEC SA | July 25, 2023 | Employee Stock Purchase Plan Compensation |
Board | For | AGAINST 1 fund |
FOR 4 funds |
| SONIC AUTOMOTIVE INC. | April 24, 2024 | Election of Directors: R. Eugene Taylor Director Elections |
Board | For | AGAINST 6 funds |
FOR 7 funds |
| SONY GROUP CORP. | June 25, 2024 | Elect Hiroki Totoki Director Elections |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| SPIRIT AEROSYSTEMS HOLDINGS INC. | April 24, 2024 | Election of Directors: Ronald T. Kadish Director Elections |
Board | For | FOR 5 funds |
AGAINST 9 funds |
| SPLUNK INC. | November 29, 2023 | To approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to Splunk named executive officers that is based on or otherwise relates to the Merger Agreement and the transactions contemplated by the Merger Agreement. Say-on-Pay |
Board | For | FOR 10 funds |
AGAINST 12 funds |
| SPORTSMAN'S WAREHOUSE HOLDINGS INC. | May 30, 2024 | Election of Directors: Steven R. Becker Director Elections |
Board | For | FOR 6 funds |
AGAINST 7 funds |
| SPOTIFY TECHNOLOGY SA | April 17, 2024 | Election of Directors: Mr. Christopher Marshall (B Director) Director Elections |
Board | For | FOR 6 funds |
AGAINST 6 funds |
| SPOTIFY TECHNOLOGY SA | April 17, 2024 | Election of Directors: Mr. Shishir Samir Mehrotra (A Director) Director Elections |
Board | For | FOR 6 funds |
AGAINST 6 funds |
| SPYRE THERAPEUTICS INC. | May 13, 2024 | To approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| SQUARESPACE INC. | June 4, 2024 | Elect Andrew Braccia Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 5 funds |
| SQUARESPACE INC. | June 4, 2024 | Elect Anthony Casalena Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 5 funds |
| SQUARESPACE INC. | June 4, 2024 | Elect Anton J. Levy Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 5 funds |
| SQUARESPACE INC. | June 4, 2024 | Elect Jonathan D. Klein Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 5 funds |
| SQUARESPACE INC. | June 4, 2024 | Elect Michael D. Fleisher Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 5 funds |
| SQUARESPACE INC. | June 4, 2024 | Elect Neela Montgomery Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 5 funds |
| SS&C TECHNOLOGIES HOLDINGS INC. | May 29, 2024 | The approval of the compensation of the named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 12 funds |
| STANLEY BLACK & DECKER INC. | April 26, 2024 | Election of Directors: Irving Tan Director Elections |
Board | For | FOR 1 fund |
ABSTAIN 13 funds |
| STEM INC. | May 29, 2024 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 5 funds |
| STEVEN MADDEN LTD. | May 22, 2024 | Elect Peter A. Davis Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 7 funds |
| STEVEN MADDEN LTD. | May 22, 2024 | Elect Peter Migliorini Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 7 funds |
| STEVEN MADDEN LTD. | May 22, 2024 | Elect Robert Smith Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 7 funds |
| STEVEN MADDEN LTD. | May 22, 2024 | Elect Rose Peabody Lynch Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 7 funds |
| STRATASYS LTD. | September 28, 2023 | Approval of an increase, by 2,075,625 upon completion of the Extraordinary Meeting, and by an additional 1,065,867, upon and subject to completion of the Merger, in the number of Stratasys ordinary shares available for issuance under Stratasys' 2022 Share Incentive Plan. Other |
Board | For | AGAINST 1 fund |
FOR 3 funds |
| STREAMLINE HEALTH SOLUTIONS INC. | June 13, 2024 | To approve the Streamline Health Solutions, Inc. 2024 Omnibus Incentive Compensation Plan (the "2024 Plan"). Compensation |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| SUMITOMO MITSUI FINANCIAL GROUP INC. | June 27, 2024 | Elect Fumihiko Ito Director Elections |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| SUMITOMO MITSUI FINANCIAL GROUP INC. | June 27, 2024 | Elect Toshihiro Isshiki Director Elections |
Board | For | AGAINST 1 fund |
FOR 5 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.