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
447 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, 2025 | Elect Honami Matsugasaki Director Elections |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| Sumitomo Mitsui Financial Group, Inc. | June 27, 2025 | Elect Kazuyuki Anchi Director Elections |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| Sumitomo Mitsui Financial Group, Inc. | June 27, 2025 | Elect Toshihiro Isshiki Director Elections |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| Sumitomo Mitsui Trust Group,Inc. | June 20, 2025 | Elect Kouichi Kato Director Elections |
Board | For | AGAINST 1 fund |
FOR 4 funds |
| Sumitomo Mitsui Trust Group,Inc. | June 20, 2025 | Elect Masakatsu Sato Director Elections |
Board | For | AGAINST 1 fund |
FOR 4 funds |
| TANDY LEATHER FACTORY INC. | June 10, 2025 | Approval of increasing shares authorized under the Tandy Leather Factory, Inc. 2023 Incentive Stock Plan. Compensation |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| TANGO THERAPEUTICS INC. | June 5, 2025 | To approve, on a non-binding, advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 5 funds |
| TEAM INC. | June 18, 2025 | Election of two (2) nominees named in the Proxy Statement as Class III directors: J. Michael Anderson Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 1 fund |
| TEXTRON INC. | April 23, 2025 | Election of Directors: Maria T. Zuber Director Elections |
Board | For | FOR 20 funds |
AGAINST 14 funds |
| TOYOTA MOTOR CORPORATION | June 12, 2025 | Elect Christopher P. Reynolds Director Elections |
Board | For | AGAINST 1 fund |
FOR 4 funds |
| TOYOTA MOTOR CORPORATION | June 12, 2025 | Elect Yoichi Miyazaki Director Elections |
Board | For | AGAINST 1 fund |
FOR 4 funds |
| TPG INC. | June 5, 2025 | Election of Directors: Mary Cranston Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 9 funds |
| TPG RE FINANCE TRUST INC. | May 20, 2025 | Ratification of the appointment of Deloitte & Touche LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2025. Audit-related |
Board | For | FOR 6 funds |
AGAINST 7 funds |
| TRONOX HOLDINGS PLC | May 7, 2025 | Election of Directors: Fawaz Al-Fawaz Director Elections |
Board | For | FOR 6 funds |
AGAINST 7 funds |
| Thales S.A. | May 16, 2025 | Elect Anne Rigail Director Elections |
Board | For | AGAINST 1 fund |
FOR 4 funds |
| Thales S.A. | May 16, 2025 | Elect Delphine Geny-Stephann Director Elections |
Board | For | AGAINST 1 fund |
FOR 4 funds |
| The Wendy's Company | May 21, 2025 | Election of Directors: Kristin A. Dolan Director Elections |
Board | For | FOR 10 funds |
AGAINST 10 funds |
| UNITED HOMES GROUP INC. | June 12, 2025 | Election of Directors: Alan Levine Director Elections |
Board | For | AGAINST 7 funds |
FOR 2 funds |
| UNITED PARKS & RESORTS INC. | June 13, 2025 | Approval of the director compensation limit set forth in the United Parks & Resorts Inc. 2025 Omnibus Incentive Plan. Compensation |
Board | For | FOR 8 funds |
AGAINST 7 funds |
| UNITED PARKS & RESORTS INC. | June 13, 2025 | To elect the ten director nominees: James Chambers Director Elections |
Board | For | AGAINST 8 funds |
FOR 7 funds |
| UNITED SECURITY BANCSHARES | May 21, 2025 | Approval of an amendment to the Company's Articles of Incorporation to increase the number of authorized common shares from 20,000,000 to 50,000,000. Capital Structure |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| UNITED-GUARDIAN INC. | May 15, 2025 | ELECTION OF DIRECTORS: Arthur M. Dresner Director Elections |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| UNIVERSAL INSURANCE HOLDINGS INC. | June 12, 2025 | Election of twelve directors: Francis X. McCahill, III Director Elections |
Board | For | FOR 8 funds |
AGAINST 4 funds |
| UROGEN PHARMA LTD | August 6, 2024 | To approve the Company's 2024 non-employee director and officer compensation policy. Compensation |
Board | For | FOR 8 funds |
AGAINST 1 fund |
| Unicredit S.p.A. | March 27, 2025 | Remuneration Report Compensation |
Board | For | FOR 1 fund |
AGAINST 5 funds |
| VARONIS SYSTEMS INC. | June 5, 2025 | To approve additional shares for issuance under the Amended and Restated Varonis Systems, Inc. 2023 Omnibus Equity Incentive Plan. Compensation |
Board | For | FOR 10 funds |
AGAINST 6 funds |
| VARONIS SYSTEMS INC. | June 5, 2025 | To approve, on a non-binding, advisory basis, the executive compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 10 funds |
AGAINST 7 funds |
| VELOCITY FINANCIAL INC. | May 23, 2025 | Election of Directors: John A. Pless Director Elections |
Board | For | FOR 7 funds |
AGAINST 4 funds |
| VENTURE GLOBAL INC. | May 21, 2025 | Advisory vote on executive compensation. Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 5 funds |
| VENTYX BIOSCIENCES INC. | June 4, 2025 | To approve, on an advisory basis, the compensation of the named executive officers identified in the 2024 Summary Compensation Table in the "Executive Compensation" section of the proxy statement (the "Say-on-Pay Vote"). Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 4 funds |
| VERVE THERAPEUTICS INC. | June 5, 2025 | Election of three Class I directors to our board of directors, each to serve until the 2028 annual meeting of stockholders: Lonnel Coats Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 4 funds |
| VIKING THERAPEUTICS INC | May 20, 2025 | TO APPROVE, ON AN ADVISORY BASIS, THE COMPENSATION OF OUR NAMED EXECUTIVE OFFICERS. Say-on-Pay |
Board | For | FOR 4 funds |
AGAINST 9 funds |
| VISTAGEN THERAPEUTICS INC. | August 26, 2024 | To approve, on a non-binding advisory basis, the compensation paid to the Company's Named Executive Officers. Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| VOLITIONRX LIMITED | July 2, 2024 | To approve the Company's 2024 Stock Incentive Plan. Compensation |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| VOLITIONRX LIMITED | July 2, 2024 | To approve, by a non-binding advisory vote, the compensation of the Company's named executive officers as disclosed in the Compensation of Named Executive Officers section of the Proxy Statement. Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| VUZIX CORP. | June 17, 2025 | To approve, the grant of 594,056 restricted stock units (or RSUs) to executive officers and other employees of the Company under the Company's 2023 Equity Incentive Plan, including 291,878 RSUs to Paul Travers, the Company's chief executive officer, and 118,211 RSUs to Grant Russell, the Company's chief financial officer along with the cancellation of 5,089,500 unvested stock options originally granted to those Senior Officers and others on March 17, 2021. Compensation |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| W&T OFFSHORE INC. | June 3, 2025 | To approve, on an advisory basis, the compensation of the Company's named executive officers, as disclosed in the Proxy Statement pursuant to Item 402 of Regulation S-K. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 5 funds |
| WEBTOON ENTERTAINMENT INC. | June 4, 2025 | Election of Director: Nancy Dubuc (Class I) Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 4 funds |
| WEX INC. | May 15, 2025 | Election of Directors for one-year term: Jack VanWoerkom Director Elections |
Board | For | AGAINST 1 fund |
FOR 14 funds |
| WEX INC. | May 15, 2025 | Election of Directors for one-year term: James (Jim) Neary Director Elections |
Board | For | AGAINST 1 fund |
FOR 14 funds |
| WEX INC. | May 15, 2025 | Election of Directors for one-year term: Melissa Smith Director Elections |
Board | For | AGAINST 1 fund |
FOR 14 funds |
| WEX INC. | May 15, 2025 | Election of Directors for one-year term: Nancy Altobello Director Elections |
Board | For | AGAINST 1 fund |
FOR 14 funds |
| XCEL ENERGY INC. | May 21, 2025 | Election of Directors: Richard O Brien Director Elections |
Board | For | AGAINST 1 fund |
FOR 13 funds |
| ZEDGE INC. | January 15, 2025 | Election of Directors: Elliot Gibber Director Elections |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| ZEDGE INC. | January 15, 2025 | Election of Directors: Howard S. Jonas Director Elections |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| ZEDGE INC. | January 15, 2025 | Election of Directors: Paul Packer Director Elections |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| ZSCALER INC. | January 10, 2025 | To approve on a non-binding, advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 9 funds |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 25, 2026 from SEC Form N-PX filings.