proxyvotesnow.com

Home › Asset managers › Compare 2024-2025 › Equitable vs Charles Schwab

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 itemsSame DifferSplit (not in %)Same position Fund-level
All ballot items 18,91616,164490 2,26297.1%93.2%
Board proposals 17,33814,982447 1,90997.1%93.5%
E&S shareholder proposals 2491206 12395.2%84.7%
Other items 1,3291,06237 23096.6%90.3%

Where they did not vote alike

Everything Voted differently Split votes

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

1,909 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
HORIZON BANCORP INC. May 1, 2025 Election of Directors: Eric P. Blackhurst
Director Elections
Board For Split
5 FOR, 2 WITHHOLD
FOR
4 funds
HORIZON BANCORP INC. May 1, 2025 Election of Directors: Kevin W. Ahern
Director Elections
Board For Split
5 FOR, 2 WITHHOLD
FOR
4 funds
HOVNANIAN ENTERPRISES INC. March 27, 2025 Election of directors: Edward A. Kangas
Director Elections
Board For Split
5 FOR, 2 AGAINST
FOR
7 funds
HOVNANIAN ENTERPRISES INC. March 27, 2025 Election of directors: Joseph A. Marengi
Director Elections
Board For Split
5 FOR, 2 AGAINST
FOR
7 funds
HOVNANIAN ENTERPRISES INC. March 27, 2025 Election of directors: Vincent Pagano Jr.
Director Elections
Board For Split
5 FOR, 2 AGAINST
AGAINST
7 funds
HP INC. April 14, 2025 To ratify the appointment of Ernst & Young LLP as HP Inc.'s independent registered public accounting firm for the fiscal year ending October 31, 2025
Audit-related
Board For Split
23 FOR, 1 AGAINST
FOR
14 funds
HUBBELL INC. May 6, 2025 To approve, by advisory vote, the compensation of our Named Executive Officers as presented in the 2025 Proxy Statement.
Say-on-Pay
Board For Split
16 FOR, 2 AGAINST
FOR
15 funds
HUDSON PACIFIC PROPERTIES INC. May 14, 2025 Election of Directors: Robert L. Harris II
Director Elections
Board For Split
3 FOR, 3 AGAINST
FOR
9 funds
HUDSON PACIFIC PROPERTIES INC. May 14, 2025 The approval of the Amended and Restated 2010 Incentive Award Plan.
Compensation
Board For Split
3 FOR, 3 AGAINST
FOR
9 funds
HUMANA INC. April 17, 2025 Election of Directors: Wayne A. I. Frederick, M.D.
Director Elections
Board For Split
21 FOR, 1 AGAINST
FOR
13 funds
HUMANA INC. April 17, 2025 Non-binding advisory vote for the approval of the compensation of the named executive officers as disclosed in the 2025 proxy statement.
Say-on-Pay
Board For Split
21 FOR, 1 AGAINST
FOR
16 funds
HURON CONSULTING GROUP INC. May 9, 2025 To approve an amendment to the Company's Amended and Restated 2012 Omnibus Incentive Plan.
Compensation
Board For Split
3 FOR, 3 AGAINST
AGAINST
8 funds
HUT 8 CORP. June 18, 2025 To elect eight directors to serve until our 2026 Annual Meeting of Stockholders: Amy Wilkinson
Director Elections
Board For Split
4 FOR, 3 ABSTAIN
FOR
5 funds
HUT 8 CORP. June 18, 2025 To elect eight directors to serve until our 2026 Annual Meeting of Stockholders: Joseph Flinn
Director Elections
Board For Split
4 FOR, 3 AGAINST
FOR
5 funds
HUT 8 CORP. June 18, 2025 To ratify the appointment of KPMG LLP as our independent registered public accounting firm for the fiscal year ending December 31, 2025.
Audit-related
Board For Split
4 FOR, 3 AGAINST
FOR
5 funds
IBOTTA INC. May 28, 2025 Election of Directors: Thomas D. Lehrman
Director Elections
Board For Split
3 FOR, 2 AGAINST
AGAINST
4 funds
ICF INTERNATIONAL INC. June 4, 2025 Election of Directors: Dr. Srikant Datar
Director Elections
Board For Split
4 FOR, 2 AGAINST
FOR
7 funds
ICU MEDICAL INC. May 13, 2025 To approve an amendment to the Amended and Restated ICU Medical, Inc. 2011 Stock Incentive Plan.
Compensation
Board For Split
8 FOR, 2 AGAINST
FOR
7 funds
IDEAYA BIOSCIENCES INC. June 24, 2025 To approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers as disclosed in the Proxy Statement accompanying this Notice of Annual Meeting of Stockholders.
Say-on-Pay
Board For Split
4 FOR, 3 AGAINST
AGAINST
5 funds
IDEX CORP. May 8, 2025 Advisory vote to approve named executive officer compensation.
Say-on-Pay
Board For Split
18 FOR, 2 AGAINST
FOR
17 funds
IDEXX LABORATORIES INC. May 7, 2025 Advisory Vote on Executive Compensation. To approve a nonbinding advisory resolution on the Company's executive compensation (Proposal Three).
Say-on-Pay
Board For Split
20 FOR, 1 AGAINST
FOR
16 funds
IDEXX LABORATORIES INC. May 7, 2025 Election of Directors (Proposal One): M. Anne Szostak
Director Elections
Board For Split
19 FOR, 2 AGAINST
FOR
13 funds
IDEXX LABORATORIES INC. May 7, 2025 Election of Directors (Proposal One): Stuart M. Essig
Director Elections
Board For Split
19 FOR, 2 AGAINST
FOR
13 funds
IDEXX LABORATORIES INC. May 7, 2025 Ratification of Appointment of Independent Registered Public Accounting Firm. To ratify the selection of PricewaterhouseCoopers LLP as the Company's independent registered public accounting firm for the current fiscal year (Proposal Two).
Audit-related
Board For Split
20 FOR, 1 AGAINST
FOR
13 funds
IDT CORP. December 12, 2024 Election of Directors: Howard S. Jonas
Director Elections
Board For Split
5 FOR, 2 AGAINST
FOR
4 funds
IHEARTMEDIA INC. May 13, 2025 The approval, on an advisory (non-binding) basis, of the compensation of our named executive officers.
Say-on-Pay
Board For Split
5 FOR, 2 AGAINST
AGAINST
8 funds
ILLINOIS TOOL WORKS INC. May 2, 2025 Election of Directors: Pamela B. Strobel
Director Elections
Board For Split
20 FOR, 1 AGAINST
FOR
14 funds
ILLINOIS TOOL WORKS INC. May 2, 2025 Ratification of the appointment of Deloitte & Touche LLP as ITW's independent registered public accounting firm for 2025.
Audit-related
Board For Split
20 FOR, 1 AGAINST
FOR
14 funds
ILLUMINA May 21, 2025 To approve the Second Amended and Restated 2015 Stock and Incentive Plan of Illumina, Inc.
Compensation
Board For Split
12 FOR, 1 ABSTAIN
FOR
11 funds
ILLUMINA May 21, 2025 To approve, on an advisory basis, the compensation of the named executive officers as disclosed in the Proxy Statement.
Say-on-Pay
Board Not determined Split
8 FOR, 4 AGAINST
FOR
12 funds
ILLUMINA INC. May 21, 2025 Election of Directors: Caroline D. Dorsa
Director Elections
Board For Split
10 FOR, 2 AGAINST
FOR
11 funds
ILLUMINA INC. May 21, 2025 Election of Directors: Frances Arnold, Ph.D.
Director Elections
Board For Split
10 FOR, 2 AGAINST
FOR
11 funds
ILLUMINA INC. May 21, 2025 Election of Directors: Robert S. Epstein, M.D.
Director Elections
Board For Split
10 FOR, 2 AGAINST
AGAINST
11 funds
IMMUNOME INC. June 10, 2025 To elect the two nominees named in this Proxy Statement to serve as Class II directors, to hold office until the 2028 Annual Meeting of Stockholders and such time as their successors are duly elected and qualified, or until their earlier death, resignation or removal: Isaac Barchas
Director Elections
Board For Split
1 FOR, 7 WITHHOLD
FOR
4 funds
IMPINJ INC. June 5, 2025 Election of Directors: Steve Sanghi
Director Elections
Board For Split
3 FOR, 4 AGAINST
FOR
5 funds
INCYTE CORP. June 10, 2025 Approve amendments of the Company's Amended and Restated 2010 Stock Incentive Plan.
Compensation
Board For Split
19 FOR, 2 AGAINST
FOR
15 funds
INCYTE CORP. June 10, 2025 Election of Directors: Julian C. Baker
Director Elections
Board For Split
11 FOR, 9 AGAINST
FOR
15 funds
INDEPENDENT BANK CORP. April 22, 2025 Election of Directors: Dennis W. Archer, Jr.
Director Elections
Board For Split
4 FOR, 2 AGAINST
FOR
4 funds
INDEPENDENT BANK CORP. April 22, 2025 Election of Directors: Joan A. Budden
Director Elections
Board For Split
4 FOR, 2 AGAINST
FOR
4 funds
INDEPENDENT BANK CORP. April 22, 2025 Election of Directors: Michael J. Cok
Director Elections
Board For Split
4 FOR, 2 AGAINST
FOR
4 funds
INDEPENDENT BANK CORP. April 22, 2025 Election of Directors: William J. Boer
Director Elections
Board For Split
4 FOR, 2 AGAINST
FOR
4 funds
INDEPENDENT BANK GROUP INC. August 14, 2024 The IBTX merger proposal: to approve the Agreement and Plan of Merger, dated as of May 17, 2024, by and between SouthState Corporation ("SouthState") and IBTX, and the transactions contemplated thereby, including the merger of IBTX with and into SouthState (the "merger").
Extraordinary Transactions
Board For Split
3 FOR, 3 ABSTAIN
FOR
7 funds
INDIE SEMICONDUCTOR INC. June 4, 2025 To approve an amendment to the 2021 Omnibus Equity Incentive Plan to increase the number of shares of Class A Common Stock reserved for issuance thereunder by 17,000,000 shares.
Compensation
Board For Split
6 FOR, 2 AGAINST
FOR
4 funds
INFORMATIC June 18, 2025 Advisory vote on the compensation of our named executive officers.
Say-on-Pay
Board Not determined Split
2 FOR, 3 AGAINST
FOR
9 funds
INFUSYSTEM HOLDINGS INC. May 15, 2025 Approval of an amendment increasing the number of shares reserved under the InfuSystem Holdings, Inc. 2021 Equity Incentive Plan.
Compensation
Board For Split
5 FOR, 2 AGAINST
FOR
2 funds
INMUNE BIO INC. June 10, 2025 To approve the Second Amended and Restated INmune Bio Inc. 2021 Stock Incentive Plan.
Compensation
Board For Split
5 FOR, 2 AGAINST
FOR
2 funds
INMUNE BIO INC. June 10, 2025 To approve, by non-binding advisory vote, the resolution approving named executive officer compensation.
Say-on-Pay
Board For Split
5 FOR, 2 AGAINST
FOR
3 funds
INNOVAGE HOLDING CORP. December 5, 2024 Election of Class I Directors: Andrew Cavanna
Director Elections
Board For Split
4 FOR, 3 WITHHOLD
FOR
4 funds
INNOVAGE HOLDING CORP. December 5, 2024 Election of Class I Directors: Marilyn Tavenner
Director Elections
Board For Split
4 FOR, 3 WITHHOLD
FOR
4 funds
INNOVAGE HOLDING CORP. December 5, 2024 Election of Class I Directors: Thomas Scully
Director Elections
Board For Split
4 FOR, 3 WITHHOLD
FOR
4 funds
INNOVATIVE INDUSTRIAL PROPERTIES INC. June 11, 2025 Approval on a non-binding advisory basis of the compensation of the Company's named executive officers.
Say-on-Pay
Board For Split
3 FOR, 4 AGAINST
FOR
12 funds
INNOVEX INTERNATIONAL INC. May 14, 2025 To adopt the Company's 2025 Long-Term Incentive Plan.
Compensation
Board For Split
4 FOR, 3 AGAINST
FOR
7 funds
INNOVID CORP. February 11, 2025 To adopt the Agreement and Plan of Merger, dated as of November 21, 2024 (as may be amended, supplemented or modified from time to time the "Merger Agreement"), by and among Mediaocean LLC, a Delaware limited liability company ("Parent"), Ignite Merger Sub, Inc., a Delaware corporation and wholly owned subsidiary of Parent ("Merger Sub") and Innovid Corp., a Delaware corporation ("Innovid"), pursuant to which Merger Sub will merge with and into Innovid, with Innovid surviving such merger as a wholly owned subsidiary of Parent.
Extraordinary Transactions
Board For Split
5 FOR, 2 ABSTAIN
FOR
2 funds
INOGEN INC. May 14, 2025 To approve the Inogen, Inc. Amended and Restated 2023 Equity Incentive Plan.
Compensation
Board For Split
4 FOR, 3 AGAINST
AGAINST
2 funds
INSPERITY INC. May 20, 2025 Election of Class III Directors: Eli Jones
Director Elections
Board For Split
4 FOR, 4 AGAINST
FOR
8 funds
INSPERITY INC. May 20, 2025 Election of Class III Directors: John M. Morphy
Director Elections
Board For Split
4 FOR, 4 AGAINST
FOR
8 funds
INSPERITY INC. May 20, 2025 Election of Class III Directors: Randall Mehl
Director Elections
Board For Split
4 FOR, 4 AGAINST
FOR
8 funds
INSPERITY INC. May 20, 2025 Election of Class III Directors: Richard G. Rawson
Director Elections
Board For Split
4 FOR, 4 AGAINST
FOR
8 funds
INTEL CORP. May 6, 2025 Advisory vote on executive compensation (Say-On-Pay).
Say-on-Pay
Board For Split
17 FOR, 1 AGAINST
FOR
13 funds
INTEL CORP. May 6, 2025 Approval of amendment and restatement of the 2006 Equity Incentive Plan.
Compensation
Board For Split
18 FOR, 1 AGAINST
FOR
12 funds
INTERACTIVE BROKERS GROUP INC. April 17, 2025 Election of Directors: Earl H. Nemser
Director Elections
Board For Split
3 FOR, 4 AGAINST
AGAINST
14 funds
INTERCONTINENTAL EXCHANGE INC. May 16, 2025 To ratify the appointment of Ernst & Young LLP as our independent registered public accounting firm for the fiscal year ending December 31, 2025.
Audit-related
Board For Split
21 FOR, 1 AGAINST
FOR
13 funds
INTERNATIONAL BANCSHARES CORP. May 19, 2025 ELECTION OF DIRECTORS: A. R. Sanchez, Jr.
Director Elections
Board For Split
4 FOR, 5 AGAINST
FOR
9 funds
INTERNATIONAL BANCSHARES CORP. May 19, 2025 ELECTION OF DIRECTORS: D. B. Howland
Director Elections
Board For Split
5 FOR, 4 ABSTAIN
FOR
9 funds
INTERNATIONAL BANCSHARES CORP. May 19, 2025 ELECTION OF DIRECTORS: D. G. Zuniga
Director Elections
Board For Split
5 FOR, 4 ABSTAIN
FOR
9 funds
INTERNATIONAL BANCSHARES CORP. May 19, 2025 ELECTION OF DIRECTORS: L. A. Norton
Director Elections
Board For Split
5 FOR, 4 ABSTAIN
FOR
9 funds
INTERNATIONAL BANCSHARES CORP. May 19, 2025 ELECTION OF DIRECTORS: R. R. Resendez
Director Elections
Board For Split
5 FOR, 4 ABSTAIN
FOR
9 funds
INTERNATIONAL BUSINESS MACHINES CORP. April 29, 2025 Advisory Vote on Executive Compensation
Diversity, Equity, and Inclusion
Board For Split
21 FOR, 1 AGAINST
FOR
17 funds
INTERNATIONAL BUSINESS MACHINES CORP. April 29, 2025 Election of Directors for a Term of One Year: Andrew N. Liveris
Director Elections
Board For Split
20 FOR, 2 AGAINST
FOR
14 funds
INTERNATIONAL BUSINESS MACHINES CORP. April 29, 2025 Ratification of Appointment of Independent Registered Public Accounting Firm
Audit-related
Board For Split
21 FOR, 1 AGAINST
FOR
14 funds
INTERNATIONAL FLAVORS & FRAGRANCES INC. May 1, 2025 Approve, on an advisory basis, the compensation of our named executive officers in 2024.
Say-on-Pay
Board For Split
18 FOR, 1 AGAINST
FOR
15 funds
INTERNATIONAL PAPER CO. October 11, 2024 To approve the proposed issuance of the New International Paper Shares to the DS Smith Shareholders in connection with the Acquisition by International Paper Bidco of the entire issued and to be issued share capital of DS Smith (the "Share Issuance Proposal").
Extraordinary Transactions
Board For Split
14 FOR, 7 ABSTAIN
FOR
14 funds
INTERPUBLIC GROUP OF COMPANIES INC. March 18, 2025 IPG Compensation Proposal. Proposal to approve, on a non-binding, advisory basis, certain compensation that may be paid or become payable to IPG's named executive officers that is based on or otherwise relates to the merger; and
Say-on-Pay
Board For Split
9 FOR, 9 AGAINST
FOR
17 funds
INTRA-CELLULAR THERAPIES INC. March 27, 2025 To approve, on an advisory (non-binding) basis, the compensation that may be paid or become payable to ITI's 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
2 FOR, 4 AGAINST
FOR
11 funds
INTUIT INC. January 23, 2025 Advisory vote to approve Intuit's executive compensation (say-on-pay).
Say-on-Pay
Board For Split
26 FOR, 1 AGAINST
FOR
16 funds
INTUIT INC. January 23, 2025 Ratification of the selection of Ernst & Young LLP as Intuit's independent registered public accounting firm for the fiscal year ending July 31, 2025.
Audit-related
Board For Split
26 FOR, 1 AGAINST
FOR
13 funds
IONIS PHARMACEUTICALS INC. June 5, 2025 Election of Directors: Allene M. Diaz
Director Elections
Board For Split
7 FOR, 1 AGAINST
FOR
9 funds
IONIS PHARMACEUTICALS INC. June 5, 2025 Election of Directors: Joseph Klein, III
Director Elections
Board For Split
7 FOR, 1 AGAINST
FOR
9 funds
IONIS PHARMACEUTICALS INC. June 5, 2025 Election of Directors: Joseph Loscalzo
Director Elections
Board For Split
2 FOR, 6 AGAINST
FOR
9 funds
IONIS PHARMACEUTICALS INC. June 5, 2025 Election of Directors: Michael Hayden
Director Elections
Board For Split
7 FOR, 1 AGAINST
FOR
9 funds
IROBOT CORP. May 16, 2025 Approve an amendment to the iRobot Corporation 2018 Stock Option and Incentive Plan, as amended (the "2018 Plan"), to increase the maximum number of shares reserved for issuance under the 2018 Plan.
Compensation
Board For Split
5 FOR, 4 AGAINST
AGAINST
7 funds
ISPIRE TECHNOLOGY INC. June 24, 2025 Election of Directors: Brent Cox
Director Elections
Board For Split
4 FOR, 2 AGAINST
AGAINST
1 fund
ISPIRE TECHNOLOGY INC. June 24, 2025 Election of Directors: Christopher Robert Burch
Director Elections
Board For Split
4 FOR, 2 AGAINST
AGAINST
1 fund
ISPIRE TECHNOLOGY INC. June 24, 2025 Election of Directors: Jiangyan Zhu
Director Elections
Board For Split
2 FOR, 4 AGAINST
FOR
1 fund
ISPIRE TECHNOLOGY INC. June 24, 2025 Election of Directors: John Fargis
Director Elections
Board For Split
4 FOR, 2 AGAINST
AGAINST
1 fund
ITERIS INC. October 22, 2024 To adopt the Agreement and Plan of Merger, dated August 8, 2024 (as it may be amended from time to time, the "Merger Agreement"), by and among Almaviva S.p.A., an Italian Societa per azioni ("Parent"), Pantheon Merger Sub Inc., a Delaware corporation and an indirect wholly owned subsidiary of Parent and Iteris, Inc.
Extraordinary Transactions
Board For Split
5 FOR, 2 ABSTAIN
FOR
2 funds
ITERIS INC. October 22, 2024 To approve, on a non binding, advisory basis, certain compensation that will or may become payable to Iteris, Inc.'s named executive officers in connection with the transactions contemplated by the Merger Agreement.
Say-on-Pay
Board For Split
5 FOR, 2 AGAINST
AGAINST
3 funds
ITRON INC. May 8, 2025 Election of Director: Diana D. Tremblay
Director Elections
Board For Split
6 FOR, 5 AGAINST
FOR
8 funds
IVANHOE ELECTRIC INC. June 5, 2025 Election of Directors: Priya Patil
Director Elections
Board For Split
2 FOR, 4 AGAINST
AGAINST
4 funds
IVANHOE ELECTRIC INC. June 5, 2025 Election of Directors: Sofia Bianchi
Director Elections
Board For Split
4 FOR, 2 AGAINST
AGAINST
4 funds
JABIL INC. January 23, 2025 Approve (on an advisory basis) Jabil's executive compensation.
Say-on-Pay
Board For Split
8 FOR, 11 AGAINST
FOR
17 funds
JACK HENRY & ASSOCIATES INC. November 12, 2024 To approve, on an advisory basis, the compensation of our named executive officers.
Say-on-Pay
Board For Split
17 FOR, 1 AGAINST
FOR
15 funds
JBG SMITH PROPERTIES April 24, 2025 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").
Say-on-Pay
Board For Split
3 FOR, 4 AGAINST
AGAINST
10 funds
JELD-WEN HOLDING INC. April 24, 2025 To approve the amended and restated 2017 Omnibus Equity Plan.
Compensation
Board For Split
4 FOR, 2 AGAINST
FOR
7 funds
JOHN B. SANFILIPPO & SON INC. October 30, 2024 Election of Directors: Ellen C. Taaffe
Director Elections
Board For Split
4 FOR, 2 WITHHOLD
FOR
7 funds
JOHN B. SANFILIPPO & SON INC. October 30, 2024 Election of Directors: Mercedes Romero
Director Elections
Board For Split
4 FOR, 2 WITHHOLD
WITHHOLD
7 funds
JOHN B. SANFILIPPO & SON INC. October 30, 2024 Election of Directors: Pamela Forbes Lieberman
Director Elections
Board For Split
4 FOR, 2 WITHHOLD
WITHHOLD
7 funds
JOHNSON & JOHNSON April 24, 2025 Advisory Vote to Approve Named Executive Officer Compensation
Say-on-Pay
Board For Split
21 FOR, 1 AGAINST
FOR
18 funds
JOHNSON & JOHNSON April 24, 2025 Election of Directors: Mark A. Weinberger
Director Elections
Board For Split
13 FOR, 7 AGAINST
FOR
15 funds
JOHNSON & JOHNSON April 24, 2025 Ratification of Appointment of PricewaterhouseCoopers LLP as the Independent Registered Public Accounting Firm
Audit-related
Board For Split
21 FOR, 1 AGAINST
FOR
15 funds

← Previous Page 10 of 20 Next →

← All 20 managers, 2024-2025

How items are matched and positions counted: see the comparison table and the methodology. Built November 1, 2026 from SEC Form N-PX filings.