Home › Asset managers › Compare 2024-2025 › Equitable vs Charles Schwab
Equitable 2024-2025 · Charles Schwab 2024-2025 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 18,916 | 16,164 | 490 | 2,262 | 97.1% | 93.2% |
| Board proposals | 17,338 | 14,982 | 447 | 1,909 | 97.1% | 93.5% |
| E&S shareholder proposals | 249 | 120 | 6 | 123 | 95.2% | 84.7% |
| Other items | 1,329 | 1,062 | 37 | 230 | 96.6% | 90.3% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
490 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 |
|---|---|---|---|---|---|---|
| BANKWELL FINANCIAL GROUP INC. | May 21, 2025 | Election of Directors: Carl M. Porto Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 2 funds |
| BANNER CORP. | May 22, 2025 | Approval of the adoption of the Banner Corporation 2025 Employee Stock Purchase Plan. Compensation |
Board | For | FOR 7 funds |
AGAINST 8 funds |
| BAR HARBOR BANKSHARES | May 15, 2025 | ELECTION OF THE FOLLOWING NOMINEES AS DIRECTORS: Lauri E. Fernald Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 2 funds |
| BATH & BODY WORKS INC. | June 5, 2025 | Elect the ten nominees proposed by the Board of Directors as directors: Alessandro Bogliolo Director Elections |
Board | For | FOR 8 funds |
AGAINST 12 funds |
| BENTLEY SYSTEMS INC. | May 22, 2025 | Election of Directors: Brian F. Hughes Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 12 funds |
| BERRY CORP. | May 20, 2025 | Approve a non-binding resolution regarding the compensation of the Company's named executive officers for 2024 (say-on-pay). Say-on-Pay |
Board | Not determined | FOR 8 funds |
AGAINST 9 funds |
| BEYOND INC. | May 15, 2025 | The approval of an amendment and restatement of the Company's Amended and Restated 2005 Equity Incentive Plan (the "2005 Plan"). Compensation |
Board | For | FOR 7 funds |
AGAINST 4 funds |
| BEYOND INC. | May 15, 2025 | The approval of an amendment to the 2005 Plan to increase the individual award limits for purposes of the issuance of the awards granted to Marcus A. Lemonis, the Company's Executive Chairman that exceed such limits (the "Contingent Awards"). Compensation |
Board | For | FOR 7 funds |
AGAINST 4 funds |
| BIOAGE LABS INC. | June 5, 2025 | To elect three Class I directors, to serve a three-year term through the third annual meeting of stockholders following this meeting and until a successor has been elected and qualified or until earlier resignation or removal: Kristen Fortney, Ph.D. Director Elections |
Board | For | FOR 6 funds |
WITHHOLD 3 funds |
| BLACK DIAMOND THERAPEUTICS INC. | June 12, 2025 | Election of Class II Directors: Garry Menzel Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 2 funds |
| BLUEBIRD BIO INC. | December 4, 2024 | The approval, on a non-binding, advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 3 funds |
| BLUEROCK HOMES TRUST INC | June 11, 2025 | The approval of the amendment and restatement of each of the 2022 Individuals Plan and the 2022 Entities Plan. Compensation |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| BRAEMAR HOTELS & RESORTS INC. | December 17, 2024 | Election of Directors: Matthew D. Rinaldi Director Elections |
Board | For | AGAINST 7 funds |
FOR 2 funds |
| BURKE & HERBERT FINANCIAL SERVICES CORP. | May 22, 2025 | Election of the following persons as Directors: Georgette R. George Director Elections |
Board | For | FOR 7 funds |
AGAINST 4 funds |
| BUTTERFLY NETWORK INC. | June 12, 2025 | To approve by a non-binding advisory vote the compensation of the Company's named executive officers, as disclosed in the proxy statement. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 4 funds |
| BYRNA TECHNOLOGIES INC. | November 20, 2024 | Election of Directors: Leonard Elmore Director Elections |
Board | For | FOR 7 funds |
AGAINST 2 funds |
| Bayerische Motoren Werke AG (BMW) | May 14, 2025 | Elect Nicolas Peter as Board Chair Director Elections |
Board | For | FOR 1 fund |
AGAINST 5 funds |
| C4 THERAPEUTICS INC. | June 18, 2025 | To approve an amendment to our Fifth Amended and Restated Certificate of Incorporation to increase the number of authorized shares of common stock from 150,000,000 to 300,000,000. Capital Structure |
Board | For | FOR 7 funds |
AGAINST 4 funds |
| CACI INTERNATIONAL INC. | October 17, 2024 | Election of Directors: Ryan D. McCarthy Director Elections |
Board | For | FOR 8 funds |
AGAINST 12 funds |
| CAESARS ENTERTAINMENT INC. | June 10, 2025 | ELECTION OF DIRECTORS: Courtney R. Mather Director Elections |
Board | For | FOR 18 funds |
AGAINST 14 funds |
| CAESARS ENTERTAINMENT INC. | June 10, 2025 | ELECTION OF DIRECTORS: Don R. Kornstein Director Elections |
Board | For | FOR 18 funds |
AGAINST 14 funds |
| CAESARS ENTERTAINMENT INC. | June 10, 2025 | ELECTION OF DIRECTORS: Michael E. Pegram Director Elections |
Board | For | FOR 18 funds |
AGAINST 14 funds |
| CALIX INC. | May 8, 2025 | To approve, on a non-binding, advisory basis, Calix's named executive officer compensation. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 8 funds |
| CANTALOUPE INC. | November 20, 2024 | Election of Directors: Michael K. Passilla Director Elections |
Board | For | FOR 8 funds |
AGAINST 4 funds |
| CAPITAL BANCORP INC | May 15, 2025 | Proposal to approve the Capital Bancorp, Inc. 2017 Stock and Incentive Compensation Plan, as amended and restated, to increase the number of shares of common stock authorized for issuance under the plan by 520,000 shares, from 2,020,000 shares to 2,540,000 shares. Compensation |
Board | For | AGAINST 7 funds |
FOR 2 funds |
| CAPITAL CITY BANK GROUP INC. | April 22, 2025 | Election of Directors: To elect as directors the nominees listed below: John G. Sample, Jr. Director Elections |
Board | For | FOR 8 funds |
AGAINST 2 funds |
| CAPITAL CITY BANK GROUP INC. | April 22, 2025 | Election of Directors: To elect as directors the nominees listed below: Marshall M. Criser III Director Elections |
Board | For | FOR 8 funds |
AGAINST 2 funds |
| CAPITAL CITY BANK GROUP INC. | April 22, 2025 | Election of Directors: To elect as directors the nominees listed below: Robert Antoine Director Elections |
Board | For | FOR 8 funds |
AGAINST 2 funds |
| CAPITAL CITY BANK GROUP INC. | April 22, 2025 | Election of Directors: To elect as directors the nominees listed below: Stanley W. Connally, Jr. Director Elections |
Board | For | FOR 8 funds |
AGAINST 2 funds |
| CARGURUS INC. | June 4, 2025 | Elect Stephen Kaufer Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 8 funds |
| CARTER BANKSHARES INC. | May 28, 2025 | Election of Directors: James W. Haskins Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 2 funds |
| CASSAVA SCIENCES INC. | May 23, 2025 | To approve, by a non-binding advisory vote, 2024 executive compensation for the Company's named executive officers. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 5 funds |
| CB FINANCIAL SERVICES INC. | May 21, 2025 | Election of Directors: Charles R. Guthrie, CPA Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 1 fund |
| CENOVUS ENERGY INC. | May 8, 2025 | Elect Frank J. Sixt Director Elections |
Board | For | AGAINST 1 fund |
FOR 3 funds |
| CERIBELL INC. | June 10, 2025 | Election of Directors: Juliet Tammenoms Bakker Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 4 funds |
| CERIBELL INC. | June 10, 2025 | Election of Directors: Lucian Iancovici, M.D. Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 4 funds |
| CHARLES RI | May 20, 2025 | Election of Directors: Deborah T. Kochevar Director Elections |
Board | Not determined | FOR 17 funds |
ABSTAIN 17 funds |
| CHARLES RI | May 20, 2025 | Election of Directors: George E. Massaro Director Elections |
Board | Not determined | FOR 17 funds |
ABSTAIN 17 funds |
| CHARLES RI | May 20, 2025 | Election of Directors: Richard F. Wallman Director Elections |
Board | Not determined | FOR 17 funds |
ABSTAIN 17 funds |
| CHARLES RI | May 20, 2025 | Election of Directors: Robert Bertolini Director Elections |
Board | Not determined | FOR 17 funds |
ABSTAIN 17 funds |
| CHEFS' WAREHOUSE INC. | May 9, 2025 | Election of Directors: Aylwin Lewis Director Elections |
Board | For | FOR 7 funds |
AGAINST 7 funds |
| CHEFS' WAREHOUSE INC. | May 9, 2025 | To approve an amendment to the Company's Amended and Restated 2019 Omnibus Equity Incentive Plan. Compensation |
Board | For | FOR 7 funds |
AGAINST 7 funds |
| CHEVRON CORP. | May 28, 2025 | Election of Directors: Jon M. Huntsman Jr. Director Elections |
Board | For | FOR 1 fund |
AGAINST 14 funds |
| CHILDREN'S PLACE INC. | May 7, 2025 | Election of Directors: Douglas Edwards Director Elections |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| CHILDREN'S PLACE INC. | May 7, 2025 | Election of Directors: Hussan Arshad Director Elections |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| CHILDREN'S PLACE INC. | May 7, 2025 | Election of Directors: Muhammad Asif Seemab Director Elections |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| CHOICE HOTELS INTERNATIONAL INC. | May 15, 2025 | Election of Directors: Ervin R. Shames Director Elections |
Board | For | FOR 10 funds |
AGAINST 12 funds |
| CIBUS INC | May 22, 2025 | To approve the adoption of the Cibus, Inc. 2025 Employee Stock Purchase Plan. Capital Structure |
Board | For | AGAINST 7 funds |
FOR 1 fund |
| CIDARA THERAPEUTICS INC. | July 18, 2024 | Election of Class III Directors: Chrysa Mineo Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 1 fund |
| CIDARA THERAPEUTICS INC. | June 18, 2025 | Approval of an amendment to the Company's 2024 Equity Incentive Plan. Compensation |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| CISCO SYSTEMS INC. | December 9, 2024 | Election of Directors: Dr. Kristina M. Johnson Director Elections |
Board | For | FOR 20 funds |
AGAINST 14 funds |
| CISCO SYSTEMS INC. | December 9, 2024 | Election of Directors: John D. Harris II Director Elections |
Board | For | FOR 20 funds |
AGAINST 14 funds |
| CISCO SYSTEMS INC. | December 9, 2024 | Election of Directors: Wesley G. Bush Director Elections |
Board | For | FOR 20 funds |
AGAINST 14 funds |
| CLARIVATE PLC | May 7, 2025 | RE-ELECTION OF DIRECTORS: Andrew Snyder Director Elections |
Board | For | FOR 4 funds |
AGAINST 11 funds |
| COCA-COLA CONSOLIDATED INC. | May 13, 2025 | Approval of the amendment to Coca-Cola Consolidated's Restated Certificate of Incorporation to effect a 10-for-1 forward stock split of Coca-Cola Consolidated Common Stock and Class B Common Stock and to proportionately increase the number of authorized shares of Coca-Cola Consolidated Common Stock and Class B Common Stock. Capital Structure |
Board | For | FOR 8 funds |
AGAINST 13 funds |
| COCA-COLA EUROPACIFIC PARTNERS PLC | May 22, 2025 | Elect Alvaro Gomez-Trenor Aguilar Director Elections |
Board | For | AGAINST 1 fund |
FOR 3 funds |
| COCA-COLA EUROPACIFIC PARTNERS PLC | May 22, 2025 | Elect Jose Ignacio Comenge Director Elections |
Board | For | AGAINST 1 fund |
FOR 3 funds |
| COMPASS MINERALS INTERNATIONAL INC. | March 6, 2025 | Elect eight director nominees, each for a one-year term: Joseph E. Reece Director Elections |
Board | For | FOR 6 funds |
AGAINST 7 funds |
| COMPASS MINERALS INTERNATIONAL INC. | March 6, 2025 | Elect eight director nominees, each for a one-year term: Lori A. Walker Director Elections |
Board | For | FOR 6 funds |
AGAINST 7 funds |
| COMPASS MINERALS INTERNATIONAL INC. | March 6, 2025 | Elect eight director nominees, each for a one-year term: Richard P. Dealy Director Elections |
Board | For | FOR 6 funds |
AGAINST 7 funds |
| COMPASS MINERALS INTERNATIONAL INC. | March 6, 2025 | Elect eight director nominees, each for a one-year term: Vance O. Holtzman Director Elections |
Board | For | FOR 6 funds |
AGAINST 7 funds |
| COMPX INTERNATIONAL INC. | May 21, 2025 | Say-on-Pay, nonbinding advisory vote approving executive compensation. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 2 funds |
| CONCENTRA GROUP HOLDINGS PARENT INC. | May 1, 2025 | Elect two Class I directors, each for a term of three years or until their respective successors have been elected and qualified: Cheryl B. Pegus Director Elections |
Board | For | FOR 9 funds |
AGAINST 7 funds |
| CORPAY INC. | June 11, 2025 | Elect Directors nominated by the Board of Directors for a one-year term: Archie L. Jones, Jr. Director Elections |
Board | For | FOR 19 funds |
AGAINST 13 funds |
| CORPAY INC. | June 11, 2025 | Elect Directors nominated by the Board of Directors for a one-year term: Gerald Throop Director Elections |
Board | For | FOR 19 funds |
AGAINST 13 funds |
| COTY INC. | November 7, 2024 | Approval, on an advisory (non-binding) basis, of the compensation of Coty Inc.'s named executive officers, as disclosed in the proxy statement. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 13 funds |
| COTY INC. | November 7, 2024 | Election of Directors: Beatrice Ballini Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 12 funds |
| COYA THERAPEUTICS INC. | June 26, 2025 | Election of Directors: Ann Lee, Ph.D. Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 1 fund |
| CURIOSITYSTREAM INC. | June 30, 2025 | To approve an amendment to the CuriosityStream Inc. 2020 Omnibus Incentive Plan (the Plan) to increase the number of shares of Common Stock authorized for issuance under the Plan from 7,725,000 shares of Common Stock to 10,725,000 shares of Common Stock. Compensation |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| CURTISS-WRIGHT CORP. | May 8, 2025 | Elect Peter C. Wallace Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 12 funds |
| CUTERA INC. | July 15, 2024 | Election of Directors: Kevin Cameron Director Elections |
Board | For | FOR 9 funds |
AGAINST 1 fund |
| CUTERA INC. | July 15, 2024 | Non-binding advisory vote on the compensation of Named Executive Officers. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 2 funds |
| Capgemini SE | May 7, 2025 | Authority to Issue Performance Shares Capital Structure |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| Cellnex Telecom S.A. | May 8, 2025 | Remuneration Report Compensation |
Board | For | FOR 1 fund |
AGAINST 6 funds |
| Compagnie de Saint-Gobain S.A. | June 5, 2025 | Authority to Grant Stock Options Capital Structure |
Board | For | AGAINST 1 fund |
FOR 6 funds |
| Compagnie de Saint-Gobain S.A. | June 5, 2025 | Authority to Issue Performance Shares Capital Structure |
Board | For | AGAINST 1 fund |
FOR 6 funds |
| DAVE INC. | June 2, 2025 | Director Election: Yadin Rozov Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 2 funds |
| DAYFORCE INC. | May 2, 2025 | To approve, on a non-binding, advisory basis, the compensation of Dayforce's named executive officers (commonly known as a "Say on Pay" vote) Say-on-Pay |
Board | For | FOR 23 funds |
AGAINST 16 funds |
| DEFINITIVE HEALTHCARE CORP. | June 5, 2025 | 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 | AGAINST 7 funds |
FOR 5 funds |
| DESTINATION XL GROUP INC. | August 8, 2024 | To approve, on an advisory basis, named executive officer compensation. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 3 funds |
| DICK'S SPORTING GOODS INC. | June 11, 2025 | Election of Directors for a term that expires in 2026: Anne Fink Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 13 funds |
| DIGITALOCEAN HOLDINGS INC. | June 9, 2025 | Approval, on a non-binding advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 10 funds |
| DOUGLAS EMMETT INC. | May 29, 2025 | Elect Leslie E. Bider Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 9 funds |
| DOUGLAS EMMETT INC. | May 29, 2025 | Elect Shirley Wang Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 9 funds |
| DOUGLAS EMMETT INC. | May 29, 2025 | Elect William E. Simon, Jr. Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 9 funds |
| DOUGLAS EMMETT INC. | May 29, 2025 | To approve, in a non-binding advisory vote, our executive compensation. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 10 funds |
| DRAFTKINGS INC. | May 19, 2025 | To consider an amendment to the DraftKings Employee Stock Purchase Plan. Compensation |
Board | For | FOR 8 funds |
AGAINST 9 funds |
| DREAM FINDERS HOMES INC. | June 9, 2025 | Election of Directors: Megha H. Parekh Director Elections |
Board | For | AGAINST 6 funds |
FOR 4 funds |
| DSM-Firmenich AG | May 6, 2025 | Elect Antoine A. Firmenich Director Elections |
Board | For | AGAINST 1 fund |
FOR 6 funds |
| DSM-Firmenich AG | May 6, 2025 | Elect Frits Dirk van Paasschen Director Elections |
Board | For | AGAINST 1 fund |
FOR 6 funds |
| DUTCH BROS INC. | May 13, 2025 | Election of Directors: G.J. Hart Director Elections |
Board | For | FOR 8 funds |
AGAINST 6 funds |
| EDITAS MEDICINE INC. | May 29, 2025 | To adopt and approve an amendment to the Company's Restated Certificate of Incorporation to increase the number of authorized shares of the Company's capital stock from 200,000,000 to 395,000,000 and the number of authorized shares of the Company's common stock from 195,000,000 to 390,000,000. Capital Structure |
Board | For | FOR 7 funds |
AGAINST 4 funds |
| EHEALTH INC. | June 18, 2025 | Approval of an amendment and restatement of the eHealth, Inc. 2024 Equity Incentive Plan to increase the maximum number of shares of common stock that may be issued thereunder by 1,500,000 shares. Compensation |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| ELECTROCORE INC. | September 3, 2024 | Election of directors until the 2027 Annual Meeting: John P. Gandolfo Director Elections |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| ELEDON PHARMACEUTICALS INC. | June 10, 2025 | Election of Class II Directors: John S. McBride Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 1 fund |
| EMERALD HOLDING INC. | May 21, 2025 | Election of Class II Directors: Konstantin (Kosty) Gilis Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 4 funds |
| ENCORE ENERGY CORP. | June 11, 2025 | To elect eight directors for the ensuing year: Susan Hoxie-Key Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 1 fund |
| ENTEGRIS INC. | April 23, 2025 | Election of Directors: David Reeder Director Elections |
Board | For | FOR 8 funds |
AGAINST 12 funds |
| EVE HOLDING INC. | May 22, 2025 | Election of Class III Directors: Gerard J. DeMuro Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 4 funds |
| EVGO INC. | May 15, 2025 | Election of Directors: Joseph Esteves Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 2 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.