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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
ARES MANAGEMENT CORP. June 4, 2024 Election of Directors: Michael Lynton
Director Elections
Board Not determined Split
2 FOR, 3 AGAINST
FOR
11 funds
ARES MANAGEMENT CORP. June 4, 2024 Election of Directors: Paul G. Joubert
Director Elections
Board Not determined Split
2 FOR, 3 AGAINST
FOR
11 funds
ARES MANAGEMENT CORP. June 4, 2024 Election of Directors: R. Kipp deVeer
Director Elections
Board Not determined Split
2 FOR, 3 AGAINST
FOR
11 funds
ARMSTRONG WORLD INDUSTRIES INC. June 13, 2024 To approve, on an advisory basis, our executive compensation program.
Say-on-Pay
Board For Split
2 FOR, 4 AGAINST
AGAINST
10 funds
ASURE SOFTWARE INC. May 20, 2024 To approve, on a non-binding advisory basis, the compensation of our named executive officers.
Say-on-Pay
Board For Split
6 FOR, 2 AGAINST
AGAINST
3 funds
AT&T INC. May 16, 2024 Election Of Director: Glenn H. Hutchins
Director Elections
Board For Split
17 FOR, 1 WITHHOLD
FOR
12 funds
AT&T INC. May 16, 2024 Ratification Of The Appointment Of Ernst & Young Llp As Independent Auditors
Audit-related
Board For Split
17 FOR, 1 AGAINST
FOR
12 funds
ATLASSIAN CORP. December 6, 2023 An advisory vote to approve the fiscal year 2023 compensation of our named executive officers.
Say-on-Pay
Board For Split
8 FOR, 2 AGAINST
AGAINST
10 funds
ATLASSIAN CORP. December 6, 2023 Election of Directors: Richard P. Wong
Director Elections
Board For Split
6 FOR, 3 AGAINST
AGAINST
7 funds
ATMOS ENERGY CORP. February 7, 2024 ELECTION OF DIRECTORS: Frank Yoho
Director Elections
Board For Split
15 FOR, 6 AGAINST
FOR
13 funds
ATMOS ENERGY CORP. February 7, 2024 ELECTION OF DIRECTORS: Richard A. Sampson
Director Elections
Board For Split
21 FOR, 1 AGAINST
FOR
13 funds
ATMOS ENERGY CORP. February 7, 2024 ELECTION OF DIRECTORS: Richard K. Gordon
Director Elections
Board For Split
15 FOR, 6 AGAINST
FOR
13 funds
ATMOS ENERGY CORP. February 7, 2024 Proposal for an advisory vote by shareholders to approve the compensation of the Company's named executive officers for fiscal 2023 (''Say-on-Pay'').
Say-on-Pay
Board For Split
21 FOR, 1 AGAINST
FOR
14 funds
ATMOS ENERGY CORP. February 7, 2024 Proposal to ratify the appointment of Ernst & Young LLP as the Company's independent registered public accounting firm for fiscal 2024.
Audit-related
Board For Split
21 FOR, 1 AGAINST
FOR
13 funds
ATMUS FILTRATION TECHNOLOGIES INC. May 14, 2024 Election of Directors: Gretchen R. Haggerty
Director Elections
Board For Split
3 FOR, 4 AGAINST
AGAINST
15 funds
ATMUS FILTRATION TECHNOLOGIES INC. May 14, 2024 Election of Directors: Jane A. Leipold
Director Elections
Board For Split
4 FOR, 3 AGAINST
AGAINST
15 funds
ATRION CORP. May 21, 2024 Election of Director: Preston G. Athey
Director Elections
Board For Split
3 FOR, 3 AGAINST
AGAINST
4 funds
AUTOLIV INC. May 10, 2024 Election of Directors: Leif Johansson
Director Elections
Board For Split
2 FOR, 1 WITHHOLD
FOR
10 funds
AUTOMATIC DATA PROCESSING INC. November 8, 2023 Ratification of the Appointment of Auditors.
Audit-related
Board For Split
20 FOR, 1 AGAINST
FOR
14 funds
AUTOZONE INC. December 20, 2023 Election of Directors: Earl G. Graves, Jr.
Director Elections
Board For Split
20 FOR, 1 ABSTAIN
FOR
13 funds
AUTOZONE INC. December 20, 2023 Election of Directors: William C. Rhodes, III
Director Elections
Board For Split
20 FOR, 1 ABSTAIN
FOR
13 funds
AUTOZONE INC. December 20, 2023 Ratification of the appointment of Ernst & Young LLP as our independent registered public accounting firm for the 2024 fiscal year.
Audit-related
Board For Split
20 FOR, 1 AGAINST
FOR
13 funds
AVALONBAY COMMUNITIES INC. May 16, 2024 To ratify the selection of Ernst & Young LLP as the Company's independent auditors for the year ending December 31, 2024.
Audit-related
Board For Split
20 FOR, 1 AGAINST
FOR
16 funds
AVANTAX INC November 21, 2023 Proposal to adopt the Agreement and Plan of Merger, dated as of September 9, 2023 (as may be amended from time to time, the "merger agreement") by and among Avantax, Inc., Aretec Group, Inc. and C2023 Sub Corp.
Corporate Governance
Board For Split
6 FOR, 1 ABSTAIN
FOR
4 funds
AVANTAX INC November 21, 2023 Proposal to approve, by a non-binding advisory vote, the compensation that may be paid or become payable to Avantax, Inc.'s named executive officers that is based on, or otherwise relates to, the merger of C2023 Sub Corp. with and into Avantax, Inc., as contemplated by the merger agreement.
Say-on-Pay
Board For Split
5 FOR, 2 AGAINST
AGAINST
5 funds
AVID TECHNOLOGY INC. November 2, 2023 To adopt the Agreement and Plan of Merger, dated as of August 9, 2023 (as may be amended from time to time, the "merger agreement"), by and among Avid Technology, Inc., a Delaware corporation ("Avid"), Artisan Bidco, Inc., a Delaware corporation ("Parent"), and Artisan Merger Sub, Inc., a Delaware corporation and wholly-owned subsidiary of Parent ("Merger Sub").
Extraordinary Transactions
Board For Split
5 FOR, 3 ABSTAIN
FOR
4 funds
AXOGEN INC. August 15, 2023 To approve the Axogen, Inc. Third Amended and Restated 2019 Long-Term Incentive Plan.
Compensation
Board For Split
4 FOR, 2 AGAINST
AGAINST
4 funds
AXOGEN INC. June 5, 2024 To approve the Axogen, Inc. Third Amended and Restated 2019 Long-Term Incentive Plan.
Compensation
Board For Split
3 FOR, 1 AGAINST
FOR
4 funds
AXON ENTERPRISE INC. May 10, 2024 Proposal No. 2 requests that shareholders vote to approve the Axon Enterprise, Inc. Amended and Restated 2022 Stock Incentive Plan.
Compensation
Board For Split
9 FOR, 8 AGAINST
FOR
11 funds
AXON ENTERPRISE INC. May 10, 2024 Proposal No. 3 requests that shareholders vote to approve the Axon Enterprise, Inc. 2024 eXponential Stock Plan.
Compensation
Board For Split
9 FOR, 8 AGAINST
AGAINST
11 funds
AXON ENTERPRISE INC. May 10, 2024 Proposal No. 4 requests that shareholders vote to approve the 2024 CEO Performance Award.
Compensation
Board For Split
10 FOR, 7 AGAINST
AGAINST
11 funds
AXON ENTERPRISE INC. May 10, 2024 Proposal No. 5 requests that shareholders vote to approve, on an advisory basis, the compensation of the Company's named executive officers.
Say-on-Pay
Board For Split
10 FOR, 7 AGAINST
AGAINST
12 funds
AXONICS INC. March 22, 2024 To approve on an advisory (non-binding) basis, the compensation that may be paid or become payable to Axonics' 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 Split
4 FOR, 3 AGAINST
FOR
5 funds
BAKER HUGHES CO. May 13, 2024 The election of directors: Cynthia B. Carroll
Director Elections
Board For Split
12 FOR, 7 AGAINST
FOR
13 funds
BALL CORP. April 24, 2024 Election of Directors: John A. Bryant
Director Elections
Board For Split
17 FOR, 2 AGAINST
FOR
13 funds
BALLY'S CORP. May 16, 2024 Approve, on a non-binding advisory basis, the compensation of the Company's named executive officers.
Say-on-Pay
Board For Split
5 FOR, 2 AGAINST
AGAINST
5 funds
BANDWIDTH INC. May 23, 2024 To approve, on an advisory basis, the compensation of the Company's named executive officers as disclosed in the Proxy Statement; and
Say-on-Pay
Board For Split
6 FOR, 2 AGAINST
FOR
5 funds
BANK OF AMERICA CORP. April 24, 2024 Amending and restating the Bank of America Corporation Equity Plan
Compensation
Board For Split
18 FOR, 1 AGAINST
FOR
13 funds
BANK OF AMERICA CORP. April 24, 2024 Election of Directors: Clayton S. Rose
Director Elections
Board For Split
18 FOR, 1 AGAINST
FOR
13 funds
BANKWELL FINANCIAL GROUP INC. May 29, 2024 Election of Directors: Carl M. Porto
Director Elections
Board For Split
2 FOR, 5 WITHHOLD
WITHHOLD
2 funds
BEACON ROOFING SUPPLY INC. May 15, 2024 To approve the compensation for our named executive officers as presented in the Compensation Discussion and Analysis, the compensation tables, and the related disclosures contained in the accompanying Proxy Statement on a non-binding, advisory basis.
Say-on-Pay
Board For Split
8 FOR, 1 AGAINST
FOR
10 funds
BEAM THERAPEUTICS INC. June 5, 2024 Election of the following nominee as a Class I Director for a three-year term ending at our Annual Meeting of Stockholders to be held in 2027: Graham Cooper
Director Elections
Board For Split
5 FOR, 3 AGAINST
FOR
5 funds
BECTON DICKINSON & CO. January 23, 2024 Advisory vote to approve named executive officer compensation.
Say-on-Pay
Board For Split
22 FOR, 1 AGAINST
FOR
16 funds
BECTON, DICKINSON AND CO. January 23, 2024 Election of Directors: Jeffrey W. Henderson
Director Elections
Board For Split
20 FOR, 3 AGAINST
FOR
13 funds
BECTON, DICKINSON AND CO. January 23, 2024 Election of Directors: Thomas E. Polen
Director Elections
Board For Split
22 FOR, 1 AGAINST
FOR
13 funds
BECTON, DICKINSON AND CO. January 23, 2024 Election of Directors: Timothy M. Ring
Director Elections
Board For Split
20 FOR, 3 AGAINST
FOR
13 funds
BECTON, DICKINSON AND CO. January 23, 2024 Ratification of the selection of the independent registered public accounting firm.
Audit-related
Board For Split
22 FOR, 1 AGAINST
FOR
13 funds
BELDEN INC. May 23, 2024 Election of Directors: David J. Aldrich
Director Elections
Board For Split
12 FOR, 1 AGAINST
FOR
8 funds
BENSON HILL INC. August 11, 2023 Election of Directors: Linda Whitley-Taylor
Director Elections
Board For Split
6 FOR, 2 AGAINST
FOR
4 funds
BERKSHIRE GREY INC. July 18, 2023 To approve and adopt the Agreement and Plan of Merger, dated as of March 24, 2023 (as it may be amended from time to time), by and among Berkshire Grey, Inc. ("Berkshire Grey"), SoftBank Group Corp., a Japanese kabushiki kaisha ("SoftBank") and Backgammon Acquisition Corp., a Delaware corporation and a wholly owned subsidiary of SoftBank ("Merger Sub"), pursuant to which Merger Sub will be merged with and into Berkshire Grey, with Berkshire Grey surviving the Merger as a wholly-owned subsidiary of SoftBank (the "Merger Agreement Proposal")
Extraordinary Transactions
Board For Split
5 FOR, 1 ABSTAIN
FOR
3 funds
BEYOND AIR INC. March 8, 2024 To approve the Sixth Amended and Restated 2013 Equity Incentive Plan to increase the number of shares reserved for issuance by 3,000,000;
Compensation
Board For Split
6 FOR, 2 AGAINST
FOR
2 funds
BEYOND INC. May 21, 2024 The approval of the grant of a performance-based stock option to Marcus A. Lemonis, the Company's Executive Chairman.
Compensation
Board For Split
2 FOR, 3 AGAINST
AGAINST
8 funds
BGC GROUP INC. November 14, 2023 Approval, on an advisory basis, of executive compensation.
Say-on-Pay
Board For Split
4 FOR, 3 AGAINST
AGAINST
9 funds
BIGBEAR.AI HOLDINGS INC. February 27, 2024 To approve the issuance of shares of BBAI Common Stock in connection with the transactions contemplated by the Merger Agreement.
Extraordinary Transactions
Board For Split
5 FOR, 2 ABSTAIN
FOR
2 funds
BIGCOMMERCE HOLDINGS INC. May 16, 2024 Non-binding advisory vote to approve the compensation of our named executive officers.
Say-on-Pay
Board For Split
4 FOR, 2 AGAINST
FOR
4 funds
BIO-TECHNE CORP. October 26, 2023 Approve, on an advisory basis, the compensation of our executive officers.
Say-on-Pay
Board For Split
1 FOR, 21 AGAINST
AGAINST
17 funds
BIOATLA INC. June 13, 2024 Elect the Class I 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: Sylvia McBrinn
Director Elections
Board For Split
5 FOR, 2 WITHHOLD
FOR
2 funds
BIOCRYST PHARMACEUTICALS INC. June 12, 2024 To approve an amended and restated Stock Incentive Plan, increasing the number of shares available for issuance under the Stock Incentive Plan by 7,000,000 shares.
Compensation
Board For Split
4 FOR, 3 AGAINST
FOR
5 funds
BLACK KNIGHT INC. July 12, 2023 Approval of a non-binding advisory resolution on the compensation paid to our named executive officers.
Say-on-Pay
Board For Split
1 FOR, 10 AGAINST
AGAINST
14 funds
BLACKROCK INC. May 15, 2024 Approval, in a non-binding advisory vote, of the compensation for named executive officers.
Say-on-Pay
Board For Split
10 FOR, 9 AGAINST
AGAINST
16 funds
BLINK CHARGING CO. July 24, 2023 Approve an amendment to the 2018 Incentive Compensation Plan increasing the number of shares of common stock reserved for issuance by 2,000,000 shares.
Compensation
Board For Split
4 FOR, 2 AGAINST
FOR
4 funds
BLUE OWL CAPITAL INC. June 13, 2024 Election of Directors: Andrew S. Komaroff
Director Elections
Board For Split
2 FOR, 4 AGAINST
FOR
9 funds
BLUEGREEN VACATIONS HOLDING CORP. January 11, 2024 Approval, on a non-binding advisory basis, of the compensation that may be paid or become payable to the named executive officers of Bluegreen Vacations Holding Corporation that is based on or otherwise relates to the merger.
Say-on-Pay
Board For Split
6 FOR, 2 AGAINST
AGAINST
3 funds
BOEING CO. May 17, 2024 Approve, on an Advisory Basis, Named Executive Officer Compensation.
Say-on-Pay
Board For Split
7 FOR, 13 AGAINST
AGAINST
15 funds
BOEING CO. May 17, 2024 Election of Directors: Akhil Johri
Director Elections
Board For Split
21 FOR, 1 AGAINST
AGAINST
13 funds
BOEING CO. May 17, 2024 Election of Directors: David L. Calhoun
Director Elections
Board For Split
21 FOR, 1 AGAINST
AGAINST
13 funds
BOEING CO. May 17, 2024 Election of Directors: David L. Joyce
Director Elections
Board For Split
7 FOR, 14 AGAINST
AGAINST
13 funds
BOEING CO. May 17, 2024 Election of Directors: John M. Richardson
Director Elections
Board For Split
21 FOR, 1 AGAINST
FOR
13 funds
BOEING CO. May 17, 2024 Election of Directors: Lynn J. Good
Director Elections
Board For Split
11 FOR, 9 AGAINST
FOR
13 funds
BOEING CO. May 17, 2024 Election of Directors: Lynne M. Doughtie
Director Elections
Board For Split
21 FOR, 1 AGAINST
FOR
13 funds
BOEING CO. May 17, 2024 Election of Directors: Robert A. Bradway
Director Elections
Board For Split
20 FOR, 2 AGAINST
FOR
13 funds
BOEING CO. May 17, 2024 Election of Directors: Steven M. Mollenkopf
Director Elections
Board For Split
20 FOR, 2 AGAINST
FOR
13 funds
BOOZ ALLEN HAMILTON HOLDING CORP. July 26, 2023 Approval of the 2023 Equity Incentive Plan.
Compensation
Board For Split
4 FOR, 1 AGAINST
FOR
12 funds
BORGWARNER INC. April 24, 2024 Approve, on an advisory basis, the compensation of our named executive officers.
Say-on-Pay
Board For Split
19 FOR, 1 AGAINST
AGAINST
16 funds
BOSTON PROPERTIES INC. May 22, 2024 To approve, by non-binding, advisory resolution, the Company's named executive officer compensation.
Say-on-Pay
Board For Split
9 FOR, 9 AGAINST
FOR
18 funds
BOSTON SCIENTIFIC CORP. May 2, 2024 To approve, on a non-binding, advisory basis, the compensation of our named executive officers.
Say-on-Pay
Board Contested Split
21 FOR, 1 AGAINST
FOR
16 funds
BOSTON SCIENTIFIC CORP. May 2, 2024 To ratify the appointment of Ernst & Young LLP as our independent registered public accounting firm for the 2024 fiscal year.
Audit-related
Board Contested Split
21 FOR, 1 AGAINST
FOR
14 funds
BRIGHTVIEW HOLDINGS INC. March 5, 2024 To approve the amendment to the BrightView Holdings, Inc. Amended and Restated 2018 Omnibus Incentive Plan.
Compensation
Board For Split
5 FOR, 2 AGAINST
FOR
7 funds
BRISTOL-MYERS SQUIBB CO. May 7, 2024 Advisory Vote to Approve the Compensation of our Named Executive Officers
Say-on-Pay
Board For Split
20 FOR, 1 AGAINST
FOR
15 funds
BROADCOM INC. April 22, 2024 Advisory vote to approve the named executive officer compensation.
Say-on-Pay
Board For Split
18 FOR, 4 AGAINST
AGAINST
18 funds
BROADCOM INC. April 22, 2024 Election of Directors: Eddy W. Hartenstein
Director Elections
Board For Split
17 FOR, 3 AGAINST
AGAINST
16 funds
BROADRIDGE FINANCIAL SOLUTIONS INC. November 9, 2023 Advisory vote to approve the compensation of the Company's Named Executive Officers (the Say on Pay Vote);
Say-on-Pay
Board For Split
20 FOR, 1 AGAINST
FOR
17 funds
BROOKLINE BANCORP INC. May 8, 2024 Election of Directors: Thomas J. Hollister
Director Elections
Board For Split
3 FOR, 3 AGAINST
FOR
7 funds
BROOKLINE BANCORP INC. May 8, 2024 Election of Directors: Willard I. Hill, Jr.
Director Elections
Board For Split
3 FOR, 3 AGAINST
FOR
7 funds
BRUKER CORP. May 30, 2024 Approval on an advisory basis of the 2023 compensation of our named executive officers, as discussed in the Proxy Statement.
Say-on-Pay
Board For Split
5 FOR, 4 AGAINST
FOR
15 funds
BUILD-A-BEAR WORKSHOP INC. June 13, 2024 Election of Directors: George Carrara
Director Elections
Board For Split
6 FOR, 2 AGAINST
FOR
3 funds
BUILDERS FIRSTSOURCE INC. June 4, 2024 Election of Directors: Cleveland A. Christophe
Director Elections
Board Not determined Split
1 FOR, 17 AGAINST
AGAINST
13 funds
BUTTERFLY NETWORK INC. June 7, 2024 To approve the 2024 Employee Stock Purchase Plan.
Compensation
Board For Split
3 FOR, 4 AGAINST
AGAINST
4 funds
C.H. ROBINSON WORLDWIDE INC. May 9, 2024 Election of Directors: Henry J. Maier
Director Elections
Board For Split
19 FOR, 2 AGAINST
FOR
15 funds
C.H. ROBINSON WORLDWIDE INC. May 9, 2024 To approve, on an advisory basis, the compensation of our named executive officers.
Say-on-Pay
Board For Split
19 FOR, 2 AGAINST
FOR
16 funds
CADENCE DESIGN SYSTEMS INC. May 2, 2024 Advisory resolution to approve named executive officer compensation.
Say-on-Pay
Board Not determined Split
22 FOR, 1 AGAINST
FOR
14 funds
CADIZ INC. June 11, 2024 ELECTION OF DIRECTORS: Maria Dreyfus
Director Elections
Board For Split
5 FOR, 2 WITHHOLD
FOR
2 funds
CADIZ INC. June 11, 2024 ELECTION OF DIRECTORS: Maria Echaveste
Director Elections
Board For Split
5 FOR, 2 WITHHOLD
FOR
2 funds
CADIZ INC. June 11, 2024 ELECTION OF DIRECTORS: Stephen E. Courter
Director Elections
Board For Split
5 FOR, 2 WITHHOLD
FOR
2 funds
CAESARS ENTERTAINMENT INC. June 11, 2024 COMPANY PROPOSAL: APPROVE THE CAESARS ENTERTAINMENT, INC. SECOND AMENDED AND RESTATED 2015 EQUITY INCENTIVE PLAN.
Compensation
Board For Split
20 FOR, 1 AGAINST
FOR
15 funds
CAL-MAINE FOODS INC. October 6, 2023 Advisory vote to approve our executive compensation.
Say-on-Pay
Board For Split
7 FOR, 1 AGAINST
FOR
9 funds
CALIX INC. May 9, 2024 To approve, on a non-binding, advisory basis, Calix's named executive officer compensation.
Say-on-Pay
Board For Split
4 FOR, 5 AGAINST
FOR
6 funds
CALLON PETROLEUM CO. March 27, 2024 The adoption of the Agreement and Plan of Merger, dated as of January 3, 2024, by and among APA Corporation, a Delaware corporation ("APA"), Astro Comet Merger Sub Corp., a Delaware corporation and a wholly owned, direct subsidiary of APA ("Merger Sub"), and Callon, as it may be amended from time to time, pursuant to which Merger Sub will merge with and into Callon, with Callon surviving the merger as a wholly owned, direct subsidiary of APA (the "merger"), and the approval of the transactions contemplated thereby (the "Merger Proposal").
Extraordinary Transactions
Board For Split
4 FOR, 3 ABSTAIN
FOR
7 funds
CANNAE HOLDINGS INC. June 19, 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
3 FOR, 2 AGAINST
FOR
7 funds
CAPITAL ONE FINANCIAL CORP. May 2, 2024 Election of Directors: Peter Thomas Killalea
Director Elections
Board Not determined Split
15 FOR, 2 AGAINST
FOR
12 funds

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How items are matched and positions counted: see the comparison table and the methodology. Built October 18, 2026 from SEC Form N-PX filings.