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 |
|---|---|---|---|---|---|---|
| 374WATER INC. | June 13, 2024 | Election of Directors: Terry Merrell Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 3 funds |
| 908 DEVICES INC. | June 13, 2024 | To elect two Class I directors to hold office until the 2027 annual meeting of stockholders: Fenel M. Eloi Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 4 funds |
| AARON'S COMPANY INC. | May 15, 2024 | Approval Of An Amendment And Restatement Of The Aaron's Company, Inc. Amended And Restated 2020 Equity And Incentive Plan. Compensation |
Board | For | AGAINST 1 fund |
FOR 7 funds |
| ABEONA THERAPEUTICS INC. | April 24, 2024 | Election of two Class 2 Directors for a three-year term: Leila Alland Director Elections |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| ACCTON TECHNOLOGY CORP. | June 13, 2024 | Elect Representative of Kuan Xin Investment Corp. Director Elections |
Board | For | FOR 1 fund |
ABSTAIN 1 fund |
| ACME UNITED CORP. | April 22, 2024 | Approval of an amendment to the 2022 Employee Stock Option Plan to increase the number of shares authorized for issuance as described in the proxy statement. Compensation |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| ADTRAN HOLDINGS INC. | May 8, 2024 | Election of Directors: Gregory J. McCray Director Elections |
Board | For | FOR 7 funds |
AGAINST 7 funds |
| ADTRAN HOLDINGS INC. | May 8, 2024 | Election of Directors: Jacqueline H. Rice Director Elections |
Board | For | FOR 7 funds |
AGAINST 7 funds |
| ADTRAN HOLDINGS INC. | May 8, 2024 | Election of Directors: Nikos Theodosopoulos Director Elections |
Board | For | FOR 7 funds |
AGAINST 7 funds |
| ADVANTAGE SOLUTIONS INC. | May 29, 2024 | To approve, on an advisory (non-binding) basis, the compensation of Advantage Solutions Inc.'s named executive officers. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 5 funds |
| ADVANTEST CORP. | June 28, 2024 | Amendment to the Performance-Linked Equity Compensation Plan for Internal Non-Audit Committee Directors Compensation |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| ADVANTEST CORP. | June 28, 2024 | Approval of the Restricted Stock Plan for Audit Committee Directors Compensation |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| ADVANTEST CORP. | June 28, 2024 | Approval of the Restricted Stock Plan for External Non-Audit Committee Directors Compensation |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| AGENUS INC. | June 11, 2024 | To approve, in a non-binding advisory vote, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 3 funds |
| AIR PRODUCTS AND CHEMICALS INC. | January 25, 2024 | Election of Director: Tonit M. Calaway Director Elections |
Board | For | FOR 1 fund |
AGAINST 12 funds |
| AIRGAIN INC. | June 12, 2024 | To consider and vote upon, on an advisory basis, the compensation of our named executive officers as disclosed in this proxy statement pursuant to the compensation disclosure rules of the Securities and Exchange Commission. Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| AIRSCULPT TECHNOLOGIES INC. | May 7, 2024 | Election of Directors: Caroline Chu Director Elections |
Board | For | AGAINST 7 funds |
FOR 5 funds |
| AKAMAI TECHNOLOGIES INC. | May 10, 2024 | Election of Directors: Madhu Ranganathan Director Elections |
Board | For | FOR 19 funds |
AGAINST 13 funds |
| ALSTOM | July 11, 2023 | Authority to Issue Performance Shares Capital Structure |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| ALSTOM | July 11, 2023 | Employee Stock Purchase Plan Compensation |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| ALSTOM | July 11, 2023 | Stock Purchase Plan for Overseas Employees Compensation |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| AMBARELLA INC. | June 12, 2024 | To approve an amendment and restatement of the Ambarella, Inc. 2021 Equity Incentive Plan. Compensation |
Board | For | FOR 9 funds |
AGAINST 5 funds |
| AMC NETWORKS INC. | June 12, 2024 | Advisory vote on Named Executive Officer compensation. Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 8 funds |
| AMERICAN ELECTRIC POWER COMPANY INC. | April 23, 2024 | Election of Director: Art A. Garcia Director Elections |
Board | For | AGAINST 1 fund |
FOR 12 funds |
| AMMO INC. | January 11, 2024 | Approval of the stock amendment plan proposal. Compensation |
Board | For | FOR 5 funds |
AGAINST 4 funds |
| ANGEL OAK MORTGAGE REIT INC. | May 15, 2024 | To approve, on a non-binding advisory basis, a resolution regarding the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 3 funds |
| ANTERO MIDSTREAM CORP. | June 5, 2024 | To approve, on an advisory basis, the compensation of Antero Midstream Corporation's named executive officers. Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 13 funds |
| ANTERO RESOURCES CORP. | June 5, 2024 | Elect W. Howard Keenan, Jr. Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 12 funds |
| APPLIED OPTOELECTRONICS INC. | June 6, 2024 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 2 funds |
| ARC RESOURCES LTD. | May 10, 2024 | Elect Marty Proctor Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 2 funds |
| ARCUS BIOSCIENCES INC. | June 6, 2024 | To ratify the selection by the Audit Committee of the Board of Directors of Ernst & Young LLP as the independent registered public accounting firm of Arcus Biosciences for its fiscal year ending December 31, 2024. Audit-related |
Board | For | FOR 8 funds |
AGAINST 5 funds |
| ARDAGH METAL PACKAGING SA | May 16, 2024 | Paul Coulson, As A Class III Director Until The 2027 Annual General Meeting Of Shareholders. Director Elections |
Board | For | FOR 1 fund |
AGAINST 6 funds |
| ARES MANAGEMENT CORP. | June 4, 2024 | Election of Directors: Antony P. Ressler Director Elections |
Board | Not determined | FOR 5 funds |
AGAINST 11 funds |
| ARTHUR J. GALLAGHER & CO. | May 7, 2024 | Election of Directors: Chris Miskel Director Elections |
Board | For | FOR 23 funds |
AGAINST 15 funds |
| ASHFORD HOSPITALITY TRUST INC. | May 14, 2024 | Election of Directors: Kamal Jafarnia Director Elections |
Board | For | FOR 1 fund |
AGAINST 5 funds |
| ASHFORD HOSPITALITY TRUST INC. | May 14, 2024 | Election of Directors: Monty J. Bennett Director Elections |
Board | For | FOR 1 fund |
AGAINST 5 funds |
| ASSOCIATED CAPITAL GROUP INC. | June 4, 2024 | Election of Directors: Bruce M. Lisman Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 1 fund |
| ASTRAZENECA PLC | April 11, 2024 | Amendment to Performance Share Plan Compensation |
Board | For | FOR 1 fund |
AGAINST 7 funds |
| ASTRAZENECA PLC | April 11, 2024 | Elect Marcus Wallenberg Director Elections |
Board | For | AGAINST 1 fund |
FOR 7 funds |
| ASTRAZENECA PLC | April 11, 2024 | Remuneration Policy Compensation |
Board | For | FOR 1 fund |
AGAINST 7 funds |
| ATEA PHARMACEUTICALS INC. | June 21, 2024 | Approval, on an advisory (non-binding) basis, of the compensation of the named executive officers of the Company. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 5 funds |
| ATRICURE INC. | May 13, 2024 | Advisory vote on the compensation of our named executive officers as disclosed in the proxy statement for the 2024 Annual Meeting. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 6 funds |
| AVITA MEDICAL INC. | June 5, 2024 | To approve the grant of options to acquire 350,000 shares of Common Stock to the Company's Chief Executive Officer, Mr. James Corbett, on the terms and conditions set out in this Proxy Statement, pursuant to and for the purposes of ASX Listing Rule 10.11; and Compensation |
Board | For | FOR 7 funds |
AGAINST 2 funds |
| AXOGEN INC. | June 5, 2024 | To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers as disclosed in the Company's Proxy Statement. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 5 funds |
| BANCORP INC. | May 29, 2024 | Approval of The Bancorp, Inc. 2024 Equity Incentive Plan. Compensation |
Board | For | FOR 6 funds |
AGAINST 7 funds |
| BANKUNITED INC. | May 15, 2024 | Advisory vote to approve the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 9 funds |
| BASF SE | April 25, 2024 | Elect Kurt Bock Director Elections |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| BASF SE | April 25, 2024 | Elect Stefan Asenkerschbaumer Director Elections |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| BASF SE | April 25, 2024 | Elect Thomas Carell Director Elections |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| BASF SE | April 25, 2024 | Remuneration Report Compensation |
Board | For | FOR 1 fund |
AGAINST 5 funds |
| BAXTER INTERNATIONAL INC. | May 7, 2024 | Election of Directors: Cathy R. Smith Director Elections |
Board | For | FOR 19 funds |
AGAINST 13 funds |
| BGSF INC. | August 9, 2023 | Approval of Amendments to the BGSF, Inc. 2013 Long-Term Incentive Plan, including to add an additional 250,000 shares of common stock available for issuance. Compensation |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| BIO-RAD LABORATORIES INC. | April 23, 2024 | Election of Director: Arnold A. Pinkston Director Elections |
Board | For | FOR 1 fund |
AGAINST 15 funds |
| BIO-RAD LABORATORIES INC. | April 23, 2024 | Election of Director: Melinda Litherland Director Elections |
Board | For | FOR 1 fund |
AGAINST 15 funds |
| BIOTE CORP. | May 21, 2024 | To ratify the appointment of Deloitte & Touche LLP as our independent registered public accounting firm for the fiscal year ending December 31, 2024; and Audit-related |
Board | For | FOR 8 funds |
AGAINST 2 funds |
| BLOCK INC. | June 18, 2024 | Elect Randy Garutti Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 13 funds |
| BM TECHNOLOGIES INC. | June 20, 2024 | Ratification of appointment of KPMG LLP as independent registered public accounting firm. Audit-related |
Board | For | FOR 1 fund |
ABSTAIN 1 fund |
| BRC INC. | April 30, 2024 | Election of Director: Mr. Thomas Davin Director Elections |
Board | For | AGAINST 7 funds |
FOR 4 funds |
| BRIDGEBIO PHARMA INC. | June 21, 2024 | To approve an amendment and restatement of the 2021 Amended and Restated BridgeBio Pharma, Inc. Stock Option and Incentive Plan to, among other things, increase the number of shares of common stock reserved for issuance thereunder by 6,500,000 shares. Compensation |
Board | For | FOR 8 funds |
AGAINST 6 funds |
| BROADCOM INC. | April 22, 2024 | Election of Directors: Check Kian Low Director Elections |
Board | For | FOR 23 funds |
AGAINST 16 funds |
| BROADCOM INC. | April 22, 2024 | Election of Directors: Diane M. Bryant Director Elections |
Board | For | FOR 23 funds |
AGAINST 16 funds |
| BROWN-FORMAN CORP. | July 27, 2023 | Election of Director: Michael A. Todman Director Elections |
Board | For | FOR 1 fund |
AGAINST 7 funds |
| BRT APARTMENTS CORP. | June 11, 2024 | A proposal to approve the Company's 2024 Incentive Plan. Compensation |
Board | For | FOR 6 funds |
AGAINST 2 funds |
| BURLINGTON STORES INC. | May 22, 2024 | Approval, on a non-binding advisory basis, of the compensation of Burlington Stores, Inc.'s named executive officers Say-on-Pay |
Board | For | FOR 12 funds |
AGAINST 13 funds |
| BUTTERFLY NETWORK INC. | June 7, 2024 | To elect directors to serve one-year terms expiring in 2025: Dawn Carfora Director Elections |
Board | For | AGAINST 8 funds |
FOR 4 funds |
| C4 THERAPEUTICS INC. | June 20, 2024 | To cast a non-binding, advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 4 funds |
| CAESARS ENTERTAINMENT INC. | June 11, 2024 | COMPANY PROPOSAL: ADVISORY VOTE TO APPROVE NAMED EXECUTIVE OFFICER COMPENSATION. Say-on-Pay |
Board | For | FOR 21 funds |
AGAINST 17 funds |
| CAESARS ENTERTAINMENT INC. | June 11, 2024 | ELECTION OF DIRECTORS: Courtney R. Mather Director Elections |
Board | For | FOR 21 funds |
AGAINST 15 funds |
| CAESARS ENTERTAINMENT INC. | June 11, 2024 | ELECTION OF DIRECTORS: Don R. Kornstein Director Elections |
Board | For | FOR 21 funds |
AGAINST 15 funds |
| CAESARS ENTERTAINMENT INC. | June 11, 2024 | ELECTION OF DIRECTORS: Michael E. Pegram Director Elections |
Board | For | FOR 21 funds |
AGAINST 15 funds |
| CAPSTAR FINANCIAL HOLDINGS INC. | February 29, 2024 | To approve, on a non-binding, advisory basis, the merger-related named executive officer compensation that will or may be paid to CapStar Financial Holdings, Inc.'s named executive officers in connection with the transactions contemplated by the Merger Agreement. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 3 funds |
| CARGURUS INC. | June 5, 2024 | Elect Greg Schwartz Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 7 funds |
| CARVANA CO. | May 6, 2024 | Election of Directors: Ernest Garcia III Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 6 funds |
| CAVCO INDUSTRIES INC. | August 1, 2023 | Approval of the Cavco Industries, Inc. 2023 Omnibus Equity Incentive Plan. Compensation |
Board | For | AGAINST 1 fund |
FOR 7 funds |
| CELLNEX TELECOM SA | April 25, 2024 | Elect Alexandra Reich Director Elections |
Board | For | AGAINST 1 fund |
FOR 4 funds |
| CELLNEX TELECOM SA | April 25, 2024 | Remuneration Report Compensation |
Board | For | FOR 1 fund |
AGAINST 4 funds |
| CENOVUS ENERGY INC. | May 1, 2024 | Elect James D. Girgulis Director Elections |
Board | For | FOR 1 fund |
AGAINST 3 funds |
| CENTURY CASINOS INC. | June 24, 2024 | To elect two Class III directors to the Board of Directors: ERWIN HAITZMANN Director Elections |
Board | For | FOR 7 funds |
AGAINST 2 funds |
| CHEMED CORP. | May 20, 2024 | Election of directors: Patrick P. Grace Director Elections |
Board | For | FOR 10 funds |
AGAINST 13 funds |
| CHERRY HILL MORTGAGE INVESTMENT CORP. | June 13, 2024 | Approval, on a non-binding advisory basis, of the compensation of the Company's named executive officers for the year ended December 31, 2023. Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| CHESAPEAKE ENERGY CORP. | June 6, 2024 | Election of Director: Benjamin C. Duster, IV Director Elections |
Board | For | AGAINST 2 funds |
FOR 12 funds |
| CHESAPEAKE ENERGY CORP. | June 6, 2024 | Election of Director: Matthew M. Gallagher Director Elections |
Board | For | FOR 2 funds |
AGAINST 12 funds |
| CHINA LONGYUAN POWER GROUP CORPORATION LTD. | June 6, 2024 | General Mandate to Register and Issue Debt Financing Instruments Overseas Capital Structure |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| CHINA LONGYUAN POWER GROUP CORPORATION LTD. | June 6, 2024 | General Mandate to Register and Issue Debt Financing Instruments in the PRC Capital Structure |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| CHINA LONGYUAN POWER GROUP LTD. | August 29, 2023 | Elect LIU Jinji as Supervisor Director Elections |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| CIGNA GROUP | April 24, 2024 | Advisory approval of The Cigna Group s executive compensation. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 16 funds |
| CIGNA GROUP | April 24, 2024 | Ratification of the appointment of PricewaterhouseCoopers LLP as The Cigna Group s independent registered public accounting firm for 2024. Audit-related |
Board | For | AGAINST 1 fund |
FOR 14 funds |
| CLARIVATE PLC | May 7, 2024 | Election of Directors: Andrew Snyder Director Elections |
Board | For | FOR 4 funds |
AGAINST 11 funds |
| CLARIVATE PLC | May 7, 2024 | Election of Directors: Wendell Pritchett Director Elections |
Board | For | FOR 4 funds |
AGAINST 11 funds |
| CLENE INC. | May 29, 2024 | Approval of an amendment to the Clene inc. Amended 2020 Stock Plan to increase the number of shares of Common Stock reserved for issuance thereunder by 30,000,000 shares. Compensation |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| CLENE INC. | May 29, 2024 | Approval, on an advisory basis, of the compensation of our Named Executive Officers. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 2 funds |
| CLEVELAND-CLIFFS INC. | May 16, 2024 | Approval, on an advisory basis, of Cleveland-Cliffs Inc.'s named executive officers' compensation. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 13 funds |
| CNA FINANCIAL CORP. | May 1, 2024 | An advisory (non-binding) vote to approve named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 4 funds |
FOR 13 funds |
| CNX RESOURCES CORP. | May 2, 2024 | Advisory Approval of CNX's 2023 Named Executive Officer Compensation. Say-on-Pay |
Board | For | FOR 11 funds |
AGAINST 9 funds |
| COHEN & STEERS INC. | May 2, 2024 | Election of Directors: Reena Aggarwal Director Elections |
Board | For | FOR 7 funds |
AGAINST 8 funds |
| COMPOSECURE INC. | May 30, 2024 | Election of Directors: Mitchell Hollin Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 2 funds |
| COMPX INTERNATIONAL INC. | May 22, 2024 | Say-on-Pay, nonbinding advisory vote approving executive compensation Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 2 funds |
| COMTECH TELECOMMUNICATIONS CORP. | December 14, 2023 | Approval, on an advisory basis, of the compensation of our Named Executive Officers. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 8 funds |
| CONAGRA BRANDS INC. | September 14, 2023 | Election of Director: Anil Arora Director Elections |
Board | For | AGAINST 1 fund |
FOR 13 funds |
| CONAGRA BRANDS INC. | September 14, 2023 | Election of Director: Fran Horowitz Director Elections |
Board | For | AGAINST 1 fund |
FOR 13 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.