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 |
|---|---|---|---|---|---|---|
| SUMITOMO MITSUI FINANCIAL GROUP INC. | June 27, 2024 | Elect Yoshiyuki Gono Director Elections |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| SUMITOMO MITSUI TRUST HOLDINGS INC. | June 20, 2024 | Elect Koichi Kato Director Elections |
Board | For | AGAINST 1 fund |
FOR 4 funds |
| SUMITOMO MITSUI TRUST HOLDINGS INC. | June 20, 2024 | Elect Toshiaki Nakano Director Elections |
Board | For | AGAINST 1 fund |
FOR 4 funds |
| SWEDISH ORPHAN BIOVITRUM AB | May 14, 2024 | Adoption of Share-Based Incentives (Management) Compensation |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| SWEDISH ORPHAN BIOVITRUM AB | May 14, 2024 | Approve Equity Swap Agreement Capital Structure |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| SWEDISH ORPHAN BIOVITRUM AB | May 14, 2024 | Elect Anders Ullman Director Elections |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| SWEDISH ORPHAN BIOVITRUM AB | May 14, 2024 | Elect Filippa Stenberg Director Elections |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| SWEDISH ORPHAN BIOVITRUM AB | May 14, 2024 | Elect Zlatko Rihter Director Elections |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| SWEDISH ORPHAN BIOVITRUM AB | May 14, 2024 | Hedging Arrangements Pursuant to All Employee Programme Capital Structure |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| SWEDISH ORPHAN BIOVITRUM AB | May 14, 2024 | Hedging Arrangements Pursuant to Management Programme Capital Structure |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| SYNAPTICS INC. | October 24, 2023 | Proposal 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 12 funds |
| SYNDAX PHARMACEUTICALS INC. | May 15, 2024 | To approve, on an advisory basis, the compensation of the Company's named executive officers, as disclosed in the 2024 proxy statement. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 5 funds |
| TABOOLA.COM LTD. | May 28, 2024 | To approve an advisory proposal on executive compensation. Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 4 funds |
| TECHNIPFMC PLC | April 26, 2024 | 2023 U.K. Directors' Remuneration Report: To approve, as a non-binding advisory resolution, the Company's directors' remuneration report for the year ended December 31, 2023, as reported in the Company's UK. Annual Report and Accounts Compensation |
Board | For | FOR 7 funds |
AGAINST 13 funds |
| TECHNIPFMC PLC | April 26, 2024 | Prospective Directors' Remuneration Policy: To approve the Company's prospective directors' remuneration policy for the three years ending December 31, 2027, in the form presented in the Company's directors' remuneration report for the year ended December 31, 2023 of the Company's U.K. Annual Report and Accounts, such policy to take effect immediately after the conclusion of the 2024 Annual General Meeting of Shareholders Compensation |
Board | For | FOR 7 funds |
AGAINST 13 funds |
| TECHTARGET INC. | June 4, 2024 | To approve an advisory (non-binding) resolution to approve the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 5 funds |
| TELADOC HEALTH INC. | May 23, 2024 | Elect eight directors, each for a term of one year: David B. Snow, Jr. Director Elections |
Board | For | FOR 5 funds |
AGAINST 9 funds |
| TELADOC HEALTH INC. | May 23, 2024 | Elect eight directors, each for a term of one year: Kenneth H. Paulus Director Elections |
Board | For | FOR 5 funds |
AGAINST 9 funds |
| TELEDYNE TECHNOLOGIES INC. | April 24, 2024 | Election of directors: Denise R. Singleton Director Elections |
Board | For | FOR 20 funds |
AGAINST 13 funds |
| TELEFLEX INC. | May 3, 2024 | Election of Directors: Stephen K. Klasko Director Elections |
Board | For | FOR 19 funds |
AGAINST 14 funds |
| TELEPERFORMANCE SE | May 23, 2024 | 2023 Remuneration of Daniel Julien, Chair and CEO Compensation |
Board | For | FOR 1 fund |
AGAINST 5 funds |
| TELEPERFORMANCE SE | May 23, 2024 | Authority to Issue Performance Shares Capital Structure |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| TELEPERFORMANCE SE | May 23, 2024 | Elect Alain Boulet Director Elections |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| TELEPERFORMANCE SE | May 23, 2024 | Ratification of the Co-option of Kevin Niu Director Elections |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| TELLURIAN INC. | June 5, 2024 | To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 5 funds |
| TERRAN ORBITAL CORP. | May 29, 2024 | Election of Directors: James LaChance Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 4 funds |
| TEXAS INSTRUMENTS INC. | April 25, 2024 | Board proposal regarding advisory approval of the Company s executive compensation. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 16 funds |
| TEXAS INSTRUMENTS INC. | April 25, 2024 | Election of Director: Carrie S. Cox Director Elections |
Board | For | AGAINST 1 fund |
FOR 14 funds |
| TEXAS INSTRUMENTS INC. | April 25, 2024 | Election of Director: Jean M. Hobby Director Elections |
Board | For | AGAINST 1 fund |
FOR 14 funds |
| TEXAS INSTRUMENTS INC. | April 25, 2024 | Election of Director: Pamela H. Patsley Director Elections |
Board | For | AGAINST 1 fund |
FOR 14 funds |
| TEXAS ROADHOUSE INC. | May 16, 2024 | Say on Pay - An Advisory Vote on the Approval of Executive Compensation. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 13 funds |
| TFS FINANCIAL CORP. | February 22, 2024 | Election of Directors: MEREDITH S. WEIL Director Elections |
Board | For | FOR 4 funds |
AGAINST 6 funds |
| TG THERAPEUTICS INC. | June 14, 2024 | To approve an amendment to our Certificate of Incorporation to increase the number of authorized shares of common stock from 175,000,000 to 190,000,000. Capital Structure |
Board | For | AGAINST 7 funds |
FOR 5 funds |
| THE TRADE DESK, INC. | May 28, 2024 | The approval of The Trade Desk, Inc. 2024 Employee Stock Purchase Plan, which is an amendment and restatement of our 2016 Employee Stock Purchase Plan Capital Structure |
Board | For | FOR 6 funds |
AGAINST 11 funds |
| TOYOTA MOTOR CORP. | June 18, 2024 | Elect Akio Toyoda Director Elections |
Board | For | FOR 1 fund |
AGAINST 5 funds |
| TOYOTA MOTOR CORP. | June 18, 2024 | Elect Kumi Fujisawa @ Kumi Tsunoda as Alternate Statutory Auditor Director Elections |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| TOYOTA MOTOR CORP. | June 18, 2024 | Elect Masahiko Oshima Director Elections |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| TOYOTA MOTOR CORP. | June 18, 2024 | Elect Shigeru Hayakawa Director Elections |
Board | For | FOR 1 fund |
AGAINST 5 funds |
| TOYOTA MOTOR CORP. | June 18, 2024 | Elect Yoichi Miyazaki Director Elections |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| TREDEGAR CORP. | May 9, 2024 | Election of Directors: Carl E. Tack, III Director Elections |
Board | For | FOR 6 funds |
AGAINST 2 funds |
| TREDEGAR CORP. | May 9, 2024 | Election of Directors: Gregory A. Pratt Director Elections |
Board | For | FOR 6 funds |
AGAINST 2 funds |
| TRUSTMARK CORP. | April 23, 2024 | Election of Director: Richard H. Puckett Director Elections |
Board | For | FOR 1 fund |
AGAINST 8 funds |
| TYSON FOODS INC. | February 8, 2024 | Election of Directors: Mikel A. Durham Director Elections |
Board | For | FOR 19 funds |
AGAINST 14 funds |
| U.S. GOLD CORP. | April 26, 2024 | Election of Directors Nominees: Michael Waldkirch Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 1 fund |
| UFP INDUSTRIES INC. | April 24, 2024 | To consider and vote upon a proposal to approve an Amendment to the Company's Articles of Incorporation to authorize an additional 100,000,000 shares of Common Stock. Capital Structure |
Board | For | FOR 11 funds |
AGAINST 11 funds |
| UGI CORP. | January 26, 2024 | Advisory Vote on Executive Compensation. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 15 funds |
| UNITED PARKS & RESORTS INC. | June 13, 2024 | To elect the ten director nominees: James Chambers Director Elections |
Board | For | FOR 8 funds |
AGAINST 7 funds |
| UNITED RENTALS INC. | May 9, 2024 | Election of Directors: Larry D. De Shon Director Elections |
Board | Not determined | FOR 22 funds |
AGAINST 14 funds |
| UNITED STATES CELLULAR CORP. | May 21, 2024 | Advisory vote to approve executive compensation Say-on-Pay |
Board | For | FOR 2 funds |
AGAINST 4 funds |
| VAIL RESORTS INC. | December 6, 2023 | Election of Directors: D. Bruce Sewell Director Elections |
Board | For | FOR 12 funds |
AGAINST 13 funds |
| VARONIS SYSTEMS INC. | June 3, 2024 | To approve the Amended and Restated Varonis Systems, Inc. 2023 Omnibus Equity Incentive Plan. Compensation |
Board | For | FOR 10 funds |
AGAINST 4 funds |
| VELOCITY FINANCIAL INC. | May 17, 2024 | Election of Directors: John A. Pless Director Elections |
Board | For | FOR 7 funds |
AGAINST 2 funds |
| VENTYX BIOSCIENCES INC. | June 5, 2024 | To approve, on an advisory basis, the compensation of the named executive officers identified in the 2023 Summary Compensation Table in the "Executive Compensation" section of the proxy statement (the "Say-on-Pay Vote"). Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 5 funds |
| VEOLIA ENVIRONNEMENT | April 25, 2024 | 2024 Remuneration Policy (Chair) Compensation |
Board | For | FOR 1 fund |
AGAINST 4 funds |
| VEOLIA ENVIRONNEMENT | April 25, 2024 | Authority to Issue Performance Shares Capital Structure |
Board | For | AGAINST 1 fund |
FOR 4 funds |
| VISA INC. | January 23, 2024 | To elect the eleven director nominees named in the proxy statement. Lloyd A. Carney Director Elections |
Board | For | AGAINST 1 fund |
FOR 15 funds |
| VISTA OUTDOOR INC. | July 25, 2023 | Election of Director: Gerard Gibbons Director Elections |
Board | For | FOR 1 fund |
AGAINST 8 funds |
| VISTA OUTDOOR INC. | July 25, 2023 | Election of Director: Mark A. Gottfredson Director Elections |
Board | For | FOR 1 fund |
AGAINST 8 funds |
| VISTA OUTDOOR INC. | July 25, 2023 | Election of Director: Michael Callahan Director Elections |
Board | For | FOR 1 fund |
AGAINST 8 funds |
| VITESSE ENERGY INC. | May 2, 2024 | Election of Directors: Brian P. Friedman Director Elections |
Board | For | FOR 6 funds |
AGAINST 2 funds |
| WALGREENS BOOTS ALLIANCE INC. | January 25, 2024 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | FOR 17 funds |
AGAINST 15 funds |
| WAVE LIFE SCIENCES LTD. | August 1, 2023 | To authorize the Board of Directors to allot and issue Ordinary Shares of Wave Life Sciences Ltd. Capital Structure |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| WELLS FARGO & CO. | April 30, 2024 | Election of Director: Fabian T. Garcia Director Elections |
Board | For | FOR 1 fund |
AGAINST 12 funds |
| WELLS FARGO & CO. | April 30, 2024 | Election of Director: Wayne M. Hewett Director Elections |
Board | For | FOR 1 fund |
AGAINST 12 funds |
| WEST BANCORPORATION INC. | April 25, 2024 | To approve an amendment to the West Bancorporation, Inc. 2021 Equity Incentive Plan. Compensation |
Board | For | FOR 7 funds |
AGAINST 2 funds |
| WESTWOOD HOLDINGS GROUP INC. | May 1, 2024 | To approve the Tenth Amended and Restated Westwood Holdings Group, Inc. Stock Incentive Plan. Compensation |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| WILLIAMS COMPANIES INC. | April 30, 2024 | Election of Director for a One-Year Term: Rose M. Robeson Director Elections |
Board | For | AGAINST 1 fund |
FOR 13 funds |
| WINNEBAGO INDUSTRIES INC. | December 14, 2023 | Approve Our Amended And Restated 2019 Omnibus Incentive Plan. Compensation |
Board | For | AGAINST 1 fund |
FOR 8 funds |
| WPP PLC | May 8, 2024 | Elect Joanne Wilson Director Elections |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| XBIOTECH INC. | June 20, 2024 | To ratify the selection by the Audit Committee of the Board of Directors of Whitley Penn LLP as the independent registered public accounting firm of the Company for its fiscal year ending December 31, 2024. Audit-related |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| XERIS BIOPHARMA HOLDINGS INC. | June 5, 2024 | Election of Directors: Marla S. Persky Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 2 funds |
| XP INC. | May 24, 2024 | Approval of the reappointment of Martin Emiliano Escobari Lifchitz as an independent director. Director Elections |
Board | For | FOR 7 funds |
AGAINST 6 funds |
| ZIMMER BIOMET HOLDINGS INC. | May 10, 2024 | Election of Directors: Sreelakshmi Kolli Director Elections |
Board | For | FOR 22 funds |
AGAINST 15 funds |
| 1-800-FLOWERS.COM INC. | December 14, 2023 | To approve an amendment to the 2003 Long Term Incentive and Share Award Plan to increase the authorized shares. Compensation |
Board | For | Split 7 FOR, 1 AGAINST |
FOR 7 funds |
| 10X GENOMICS INC. | June 11, 2024 | A vote to approve, on a non-binding, advisory basis, the compensation of our named executive officers; and Say-on-Pay |
Board | For | Split 2 FOR, 5 AGAINST |
AGAINST 9 funds |
| 10X GENOMICS INC. | June 11, 2024 | Election of Directors: Election of the one Class II director listed in the accompanying proxy statement, to serve a three-year term expiring at the 2027 annual meeting of stockholders or until such director's successor is duly elected and qualified or until such director's earlier death, resignation, disqualification or removal; Kimberly J. Popovits Director Elections |
Board | For | Split 3 FOR, 4 AGAINST |
FOR 8 funds |
| 374WATER INC. | June 13, 2024 | Increase of the number of shares of Common Stock authorized and issuable under the Company's 2021 Equity Incentive Plan. Compensation |
Board | For | Split 5 FOR, 2 AGAINST |
FOR 3 funds |
| 3M CO. | May 14, 2024 | To elect 12 members to the Board of Directors, each for a term of one year: Gregory R. Page Director Elections |
Board | For | Split 15 FOR, 2 AGAINST |
FOR 12 funds |
| AAR CORP. | September 19, 2023 | Approve an amendment to our stock plan Compensation |
Board | For | Split 7 FOR, 1 AGAINST |
FOR 8 funds |
| ABBOTT LABORATORIES | April 26, 2024 | Election of 12 Directors: J. G. Stratton Director Elections |
Board | For | Split 16 FOR, 4 AGAINST |
FOR 16 funds |
| ABBOTT LABORATORIES | April 26, 2024 | Election of 12 Directors: N. McKinstry Director Elections |
Board | For | Split 16 FOR, 4 AGAINST |
AGAINST 16 funds |
| ABBOTT LABORATORIES | April 26, 2024 | Say on Pay - An Advisory Vote on the Approval of Executive Compensation Say-on-Pay |
Board | For | Split 22 FOR, 1 AGAINST |
FOR 19 funds |
| ABBVIE INC. | May 3, 2024 | Election of Class III Directors: Glenn F. Tilton Director Elections |
Board | For | Split 21 FOR, 4 AGAINST |
FOR 15 funds |
| ABBVIE INC. | May 3, 2024 | Election of Class III Directors: Rebecca B. Roberts Director Elections |
Board | For | Split 24 FOR, 1 AGAINST |
FOR 15 funds |
| ACADIA HEALTHCARE COMPANY INC. | May 23, 2024 | Election of Directors: E. Perot Bissell Director Elections |
Board | For | Split 5 FOR, 2 AGAINST |
FOR 11 funds |
| ACCURAY INC. | November 9, 2023 | To approve an amendment to our 2016 Equity Incentive Plan. Compensation |
Board | For | Split 5 FOR, 2 AGAINST |
FOR 2 funds |
| ACM RESEARCH INC. | June 13, 2024 | Election of Directors: Chenming C. Hu Director Elections |
Board | For | Split 5 FOR, 2 WITHHOLD |
WITHHOLD 4 funds |
| ACM RESEARCH INC. | June 13, 2024 | Election of Directors: Haiping Dun Director Elections |
Board | For | Split 2 FOR, 5 WITHHOLD |
WITHHOLD 4 funds |
| ACM RESEARCH INC. | June 13, 2024 | Election of Directors: Tracy Liu Director Elections |
Board | For | Split 5 FOR, 2 WITHHOLD |
WITHHOLD 4 funds |
| ACNB CORP. | May 7, 2024 | TO ELECT THREE (3) CLASS 2 DIRECTORS TO SERVE FOR TERMS OF THREE (3) YEARS AND UNTIL THEIR SUCCESSORS ARE ELECTED AND QUALIFIED: Donna M. Newell Director Elections |
Board | For | Split 4 FOR, 2 AGAINST |
FOR 2 funds |
| ACV AUCTIONS INC. | May 29, 2024 | Elect three Class III directors: Kirsten Castillo Director Elections |
Board | For | Split 3 FOR, 2 WITHHOLD |
WITHHOLD 4 funds |
| ADAPTIVE BIOTECHNOLOGIES CORP. | June 7, 2024 | To approve, on a non-binding advisory basis, the compensation of our named executive officers as described in the proxy statement; Say-on-Pay |
Board | For | Split 4 FOR, 5 AGAINST |
AGAINST 6 funds |
| ADOBE INC. | April 17, 2024 | Approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | Split 27 FOR, 1 AGAINST |
FOR 17 funds |
| ADOBE INC. | April 17, 2024 | Ratify the appointment of KPMG LLP as our independent registered public accounting firm for our fiscal year ending on November 29, 2024. Audit-related |
Board | For | Split 27 FOR, 1 AGAINST |
FOR 14 funds |
| ADT INC. | May 22, 2024 | Approval of an amendment to the omnibus incentive plan to increase the number of shares of common stock authorized for issuance thereunder and extend the term Compensation |
Board | For | Split 1 FOR, 3 AGAINST |
FOR 13 funds |
| ADTRAN HOLDINGS INC. | May 8, 2024 | Election of Directors: H. Fenwick Huss Director Elections |
Board | For | Split 4 FOR, 3 AGAINST |
AGAINST 7 funds |
| ADVANTAGE SOLUTIONS INC. | May 29, 2024 | To elect five Class I directors from the nominees described in the proxy statement: Christopher Baldwin Director Elections |
Board | For | Split 4 FOR, 2 WITHHOLD |
FOR 4 funds |
| AEROVATE THERAPEUTICS INC. | June 5, 2024 | Election of Directors: David Grayzel, M.D. Director Elections |
Board | For | Split 5 FOR, 2 WITHHOLD |
FOR 2 funds |
| AEROVATE THERAPEUTICS INC. | June 5, 2024 | Election of Directors: Maha Katabi, Ph.D. Director Elections |
Board | For | Split 5 FOR, 2 WITHHOLD |
FOR 2 funds |
| AFLAC INC. | May 6, 2024 | to consider and act upon the ratification of the appointment of KPMG LLP as independent registered public accounting firm of the Company for the year ending December 31, 2024 Audit-related |
Board | For | Split 19 FOR, 1 AGAINST |
FOR 14 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.