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Equitable vs Charles Schwab: how alike they voted, 2024-2025

97.1% When both took a single position, they voted the same way on 97.1% of 16,654 items (16,164 the same, 490 different). 2,262 items where at least one of them split its funds are listed separately below. Both voted on 18,916 items in all.

Equitable 2024-2025 · Charles Schwab 2024-2025 · 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 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%

Where they did not vote alike

Everything Voted differently Split votes

All ballot items Board proposals E&S shareholder proposals Other items

6 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
ALPHABET INC.	June 6, 2025	Stockholder proposal regarding a human rights impact assessment of AI-driven targeted ad policies Human Rights or Human Capital/workforce	Shareholder (E&S)	Against	AGAINST 1 fund	FOR 14 funds
AMAZON.COM INC.	May 21, 2025	Shareholder proposal requesting a report on data dosage oversight in AI offerings Other Social Issues	Shareholder (E&S)	Against	FOR 1 fund	AGAINST 14 funds
BANK OF NOVA SCOTIA	April 8, 2025	Shareholder Proposal Regarding Say on Climate Environment or Climate	Shareholder (E&S)	Against	FOR 1 fund	AGAINST 3 funds
MERITAGE HOMES CORP.	May 22, 2025	Shareholder proposal to support transparency in political spending. Other Social Issues	Shareholder (E&S)	Against	FOR 7 funds	AGAINST 10 funds
META PLATFORMS INC.	May 28, 2025	A shareholder proposal regarding report on AI data usage oversight. Corporate Governance	Shareholder (E&S)	Against	FOR 1 fund	AGAINST 14 funds
MICROSOFT	December 10, 2024	Report on Risks of Weapons Development. Other Social Issues	Shareholder (E&S)	Against	FOR 1 fund	AGAINST 15 funds

← All 20 managers, 2024-2025

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