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
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.
| Company | Meeting | Proposal | On the ballot from | Board recommended | Equitable | Charles Schwab |
|---|---|---|---|---|---|---|
| LOGILITY SUPPLY CHAIN SOLUTIONS INC. | April 3, 2025 | To approve on a non-binding, advisory basis, the compensation that may be paid or may become payable to the Company's named executive officers in connection with, or following, the consummation of the merger of Update Merger Sub, Inc., a wholly owned subsidiary of Aptean, Inc., with and into the Company. Say-on-Pay |
Board | For | Split 4 FOR, 2 AGAINST |
FOR 3 funds |
| LOUISIANA-PACIFIC CORP. | May 8, 2025 | Election of Class I Directors: Dustan E. McCoy Director Elections |
Board | For | Split 3 FOR, 7 AGAINST |
FOR 12 funds |
| LOUISIANA-PACIFIC CORP. | May 8, 2025 | Election of Class I Directors: Lizanne C. Gottung Director Elections |
Board | For | Split 3 FOR, 7 AGAINST |
FOR 12 funds |
| LOVESAC CO. | June 10, 2025 | To provide advisory approval of the Company's fiscal 2025 compensation for its named executive officers. Say-on-Pay |
Board | For | Split 6 FOR, 1 AGAINST |
AGAINST 3 funds |
| LOWE'S COMPANIES INC. | May 30, 2025 | Advisory vote to approve the Company's named executive officer compensation in fiscal 2024. Say-on-Pay |
Board | For | Split 20 FOR, 1 AGAINST |
FOR 14 funds |
| LOWE'S COMPANIES INC. | May 30, 2025 | Ratification of the appointment of Deloitte & Touche LLP as the Company's independent registered public accounting firm for fiscal 2025. Audit-related |
Board | For | Split 20 FOR, 1 AGAINST |
FOR 12 funds |
| LSB INDUSTRIES INC. | May 15, 2025 | Election of Directors: Jonathan S. Bobb Director Elections |
Board | For | Split 3 FOR, 2 AGAINST |
AGAINST 7 funds |
| LYELL IMMUNOPHARMA INC. | May 15, 2025 | Election of Class I Director: Catherine Friedman Director Elections |
Board | For | Split 5 FOR, 2 WITHHOLD |
FOR 4 funds |
| M/I HOMES INC. | May 14, 2025 | Election of Directors: Nancy J. Kramer Director Elections |
Board | For | Split 2 FOR, 3 WITHHOLD |
FOR 8 funds |
| M/I HOMES INC. | May 14, 2025 | Election of Directors: Robert H. Schottenstein Director Elections |
Board | For | Split 3 FOR, 3 WITHHOLD |
FOR 8 funds |
| MACROGENICS INC. | May 21, 2025 | To approve the amendment to the MacroGenics, Inc. 2023 Equity Incentive Plan, as disclosed in the proxy materials. Compensation |
Board | For | Split 5 FOR, 3 AGAINST |
FOR 4 funds |
| MACROGENICS INC. | May 21, 2025 | To elect four Class III directors listed in the proxy materials to hold office until the 2028 Annual Meeting of Stockholders or until their successors are elected and qualified, or until their earlier death, resignation or removal: Karen Ferrante, M.D. Director Elections |
Board | For | Split 5 FOR, 3 WITHHOLD |
FOR 4 funds |
| MACY'S INC. | May 16, 2025 | Election of directors: Douglas W. Sesler Director Elections |
Board | For | Split 7 FOR, 1 AGAINST |
FOR 8 funds |
| MADISON SQUARE GARDEN ENTERTAINMENT CORP | June 9, 2025 | Approval of the redomestication of the Company to the State of Nevada by conversion. Capital Structure |
Board | For | Split 1 FOR, 7 AGAINST |
AGAINST 5 funds |
| MADISON SQUARE GARDEN SPORTS CORP. | June 10, 2025 | Approval of the redomestication of the Company to the State of Nevada by conversion. Extraordinary Transactions |
Board | For | Split 2 FOR, 7 AGAINST |
AGAINST 7 funds |
| MADRIGAL PHARMACEUTICALS INC. | June 20, 2025 | Re-election of Class III directors: Julian Baker Director Elections |
Board | For | Split 3 FOR, 5 WITHHOLD |
FOR 7 funds |
| MADRIGAL PHARMACEUTICALS INC. | June 20, 2025 | Re-election of Class III directors: Raymond Cheong, M.D., Ph.D. Director Elections |
Board | For | Split 3 FOR, 5 WITHHOLD |
FOR 7 funds |
| MADRIGAL PHARMACEUTICALS INC. | June 20, 2025 | Re-election of Class III directors: Richard Levy, M.D. Director Elections |
Board | For | Split 3 FOR, 5 WITHHOLD |
FOR 7 funds |
| MAGNITE INC. | June 5, 2025 | Election of Directors: Rachel Lam Director Elections |
Board | For | Split 4 FOR, 2 AGAINST |
FOR 4 funds |
| MAGNITE INC. | June 5, 2025 | Election of Directors: Robert F. Spillane Director Elections |
Board | For | Split 4 FOR, 2 AGAINST |
FOR 4 funds |
| MAMMOTH ENERGY SERVICES INC. | June 11, 2025 | Election of Directors: James Palm Director Elections |
Board | For | Split 4 FOR, 2 ABSTAIN |
FOR 2 funds |
| MAMMOTH ENERGY SERVICES INC. | June 11, 2025 | Election of Directors: Paul Jacobi Director Elections |
Board | For | Split 4 FOR, 2 ABSTAIN |
AGAINST 2 funds |
| MANHATTAN ASSOCIATES INC. | May 13, 2025 | Election of Directors: Kimberly A. Kuryea Director Elections |
Board | For | Split 2 FOR, 5 AGAINST |
FOR 13 funds |
| MANHATTAN ASSOCIATES INC. | May 13, 2025 | Election of Directors: Thomas E. Noonan Director Elections |
Board | For | Split 2 FOR, 5 AGAINST |
FOR 13 funds |
| MAPLEBEAR INC. | May 22, 2025 | To elect the following Class II director nominees: Ravi Gupta Director Elections |
Board | For | Split 2 FOR, 4 WITHHOLD |
FOR 11 funds |
| MARA HOLDINGS INC. | June 26, 2025 | Election of Class II directors to serve until our 2028 meeting of stockholders: Georges Antoun Director Elections |
Board | For | Split 4 FOR, 5 WITHHOLD |
FOR 5 funds |
| MARATHON OIL CORP. | August 29, 2024 | To approve, by a non-binding advisory vote, certain compensation that may be paid or become payable to Marathon Oil's named executive officers that is based on or otherwise relates to the merger contemplated by the merger agreement. Say-on-Pay |
Board | For | Split 8 FOR, 11 AGAINST |
FOR 16 funds |
| MARAVAI LIFESCIENCES HOLDINGS INC. | May 22, 2025 | To elect four nominees to the Board of Directors (3-year term expiring in 2028): Jessica Hopfield, PhD Director Elections |
Board | For | Split 3 FOR, 4 WITHHOLD |
FOR 4 funds |
| MARAVAI LIFESCIENCES HOLDINGS INC. | May 22, 2025 | To elect four nominees to the Board of Directors (3-year term expiring in 2028): Murali K. Prahalad, PhD Director Elections |
Board | For | Split 3 FOR, 4 WITHHOLD |
FOR 4 funds |
| MARAVAI LIFESCIENCES HOLDINGS INC. | May 22, 2025 | To elect four nominees to the Board of Directors (3-year term expiring in 2028): Sean Cunningham Director Elections |
Board | For | Split 3 FOR, 4 WITHHOLD |
FOR 4 funds |
| MARCUS CORP. | May 7, 2025 | The Approval of The Marcus Corporation 2025 Omnibus Incentive Plan. Compensation |
Board | For | Split 5 FOR, 3 AGAINST |
FOR 2 funds |
| MARINEMAX INC. | February 21, 2025 | Election of Directors, each to serve for a three-year term expiring in 2028: George E. Borst Director Elections |
Board | For | Split 4 FOR, 2 AGAINST |
FOR 7 funds |
| MARINEMAX INC. | February 21, 2025 | Election of Directors, each to serve for a three-year term expiring in 2028: Mercedes Romero Director Elections |
Board | For | Split 4 FOR, 2 AGAINST |
FOR 7 funds |
| MARSH & MCLENNAN COMPANIES INC. | May 15, 2025 | Advisory (Nonbinding) Vote to Approve Named Executive Officer Compensation Say-on-Pay |
Board | For | Split 24 FOR, 1 AGAINST |
FOR 16 funds |
| MARSH & MCLENNAN COMPANIES INC. | May 15, 2025 | Election of Directors: Morton O. Schapiro Director Elections |
Board | For | Split 24 FOR, 1 AGAINST |
FOR 14 funds |
| MARSH & MCLENNAN COMPANIES INC. | May 15, 2025 | Ratification of Selection of Independent Registered Public Accounting Firm Audit-related |
Board | For | Split 24 FOR, 1 AGAINST |
FOR 14 funds |
| MASCO CORP. | May 9, 2025 | Election of Directors: Sandeep Reddy Director Elections |
Board | For | Split 11 FOR, 6 AGAINST |
FOR 15 funds |
| MASTERCARD | June 24, 2025 | Ratification of the appointment of PricewaterhouseCoopers LLP as the independent registered public accounting firm for Mastercard for 2025 Audit-related |
Board | For | Split 23 FOR, 1 AGAINST |
FOR 13 funds |
| MASTERCARD INC. | June 24, 2025 | Advisory approval of Mastercard's executive compensation Say-on-Pay |
Board | For | Split 23 FOR, 1 AGAINST |
FOR 16 funds |
| MASTERCARD INC. | June 24, 2025 | ELECTION OF DIRECTORS TO SERVE ON THE BOARD OF DIRECTORS: Choon Phong Goh Director Elections |
Board | For | Split 23 FOR, 1 AGAINST |
FOR 13 funds |
| MASTERCARD INC. | June 24, 2025 | ELECTION OF DIRECTORS TO SERVE ON THE BOARD OF DIRECTORS: Julius Genachowski Director Elections |
Board | For | Split 23 FOR, 1 AGAINST |
FOR 13 funds |
| MASTERCARD INC. | June 24, 2025 | ELECTION OF DIRECTORS TO SERVE ON THE BOARD OF DIRECTORS: Oki Matsumoto Director Elections |
Board | For | Split 23 FOR, 1 AGAINST |
FOR 13 funds |
| MATADOR RESOURCES CO. | June 12, 2025 | Election of Director Nominees: R. Gaines Baty Director Elections |
Board | For | Split 3 FOR, 6 AGAINST |
FOR 15 funds |
| MATADOR RESOURCES CO. | June 12, 2025 | Election of Director Nominees: Shelley F. Appel Director Elections |
Board | For | Split 3 FOR, 6 AGAINST |
FOR 15 funds |
| MATADOR RESOURCES CO. | June 12, 2025 | Election of Director Nominees: Susan M. Ward Director Elections |
Board | For | Split 3 FOR, 6 AGAINST |
FOR 15 funds |
| MATCH GROUP INC. | June 18, 2025 | To approve the Match Group, Inc. Amended and Restated 2024 Stock and Annual Incentive Plan. Compensation |
Board | For | Split 17 FOR, 1 AGAINST |
FOR 14 funds |
| MATIV HOLD | April 30, 2025 | Approve the adoption of the First Amendment to the Mativ Holdings, Inc. 2024 Equity and Incentive Plan. Compensation |
Board | Not determined | Split 6 FOR, 2 ABSTAIN |
FOR 8 funds |
| MATTEL INC. | May 28, 2025 | Election of Directors: Diana Ferguson Director Elections |
Board | For | Split 5 FOR, 4 AGAINST |
FOR 14 funds |
| MATTEL INC. | May 28, 2025 | Election of Directors: Dominic Ng Director Elections |
Board | For | Split 5 FOR, 4 AGAINST |
FOR 14 funds |
| MATTEL INC. | May 28, 2025 | Election of Directors: Julius Genachowski Director Elections |
Board | For | Split 5 FOR, 4 AGAINST |
FOR 14 funds |
| MATTEL INC. | May 28, 2025 | Election of Directors: Soren Laursen Director Elections |
Board | For | Split 5 FOR, 4 AGAINST |
FOR 14 funds |
| MAUI LAND & PINEAPPLE COMPANY INC. | May 21, 2025 | TO APPROVE, ON A NON-BINDING ADVISORY BASIS, THE COMPENSATION PAID TO OUR NAMED EXECUTIVE OFFICERS Say-on-Pay |
Board | For | Split 4 FOR, 2 AGAINST |
AGAINST 3 funds |
| MAXLINEAR INC. | May 20, 2025 | Election of the nominee for Class I Director named in the proxy statement, to hold office until the 2028 annual meeting of stockholders and until his successor is duly elected and qualified: Daniel A. Artusi Director Elections |
Board | For | Split 4 FOR, 3 AGAINST |
FOR 7 funds |
| MBIA INC. | May 6, 2025 | Election of Directors: Diane L. Dewbrey Director Elections |
Board | For | Split 4 FOR, 3 AGAINST |
FOR 4 funds |
| MBIA INC. | May 6, 2025 | To approve, on an advisory basis, executive compensation. Say-on-Pay |
Board | For | Split 4 FOR, 3 AGAINST |
FOR 5 funds |
| MCDONALD'S CORP. | May 20, 2025 | Advisory Vote to Approve Executive Compensation. Diversity, Equity, and Inclusion |
Board | For | Split 22 FOR, 1 AGAINST |
FOR 17 funds |
| MCDONALD'S CORP. | May 20, 2025 | Advisory Vote to Ratify the Appointment of Ernst & Young LLP as Independent Auditor for 2025. Audit-related |
Board | For | Split 22 FOR, 1 AGAINST |
FOR 14 funds |
| MEDIAALPHA INC. | May 14, 2025 | To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | Split 4 FOR, 2 AGAINST |
FOR 6 funds |
| MEDICAL PROPERTIES TRUST INC. | May 29, 2025 | To elect nine directors: D. Paul Sparks, Jr. Director Elections |
Board | For | Split 1 FOR, 3 AGAINST |
AGAINST 10 funds |
| MEDICAL PROPERTIES TRUST INC. | May 29, 2025 | To elect nine directors: Michael G. Stewart Director Elections |
Board | For | Split 1 FOR, 3 AGAINST |
AGAINST 10 funds |
| MEDTRONIC PLC | October 17, 2024 | Ratifying, in a non-binding vote, the appointment of PricewaterhouseCoopers LLP as the Company's independent auditor for fiscal year 2025 and authorizing, in a binding vote, the Board of Directors, acting through the Audit Committee, to set the auditor's remuneration. Audit-related |
Board | For | Split 20 FOR, 2 AGAINST |
FOR 16 funds |
| MEIRAGTX HOLDINGS PLC | June 12, 2025 | To ratify, by ordinary resolution, the appointment of Ernst & Young LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2025. Audit-related |
Board | For | Split 5 FOR, 2 AGAINST |
AGAINST 1 fund |
| MERCK & CO. INC. | May 27, 2025 | Election of Directors: Patricia F. Russo Director Elections |
Board | For | Split 23 FOR, 2 AGAINST |
FOR 15 funds |
| MERCK & CO. INC. | May 27, 2025 | Election of Directors: Robert M. Davis Director Elections |
Board | For | Split 24 FOR, 1 AGAINST |
FOR 15 funds |
| MERCK & CO. INC. | May 27, 2025 | Election of Directors: Thomas H. Glocer Director Elections |
Board | For | Split 24 FOR, 1 AGAINST |
FOR 15 funds |
| MERCK & CO. INC. | May 27, 2025 | Non-binding advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | Split 24 FOR, 1 AGAINST |
FOR 17 funds |
| MERCK & CO. INC. | May 27, 2025 | Ratification of the appointment of the Company's independent registered public accounting firm for 2025. Audit-related |
Board | For | Split 24 FOR, 1 AGAINST |
FOR 15 funds |
| MERCURY SYSTEMS INC. | October 23, 2024 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | Split 3 FOR, 3 AGAINST |
AGAINST 8 funds |
| MERIDIANLINK INC. | June 5, 2025 | Election of Class I Directors: A.J. Rohde Director Elections |
Board | For | Split 4 FOR, 3 WITHHOLD |
WITHHOLD 4 funds |
| MERIDIANLINK INC. | June 5, 2025 | Election of Class I Directors: Laurence E. Katz Director Elections |
Board | For | Split 4 FOR, 3 WITHHOLD |
FOR 4 funds |
| MERIT MEDICAL SYSTEMS INC. | May 14, 2025 | The election of four (4) directors to the Merit Medical Systems, Inc. Board of Directors for a three (3) year term or until their successors are elected and qualified: Thomas J. Gunderson Director Elections |
Board | For | Split 3 FOR, 4 AGAINST |
FOR 10 funds |
| META PLATFORMS INC. | May 28, 2025 | To approve Meta Platforms, Inc.'s 2025 Equity Incentive Plan. Compensation |
Board | For | Split 1 FOR, 26 AGAINST |
AGAINST 14 funds |
| META PLATFORMS INC. | May 28, 2025 | To approve, on a non-binding advisory basis, the compensation program for Meta Platforms, Inc.'s named executive officers as disclosed in Meta Platforms, Inc.'s proxy statement. Say-on-Pay |
Board | For | Split 8 FOR, 17 AGAINST |
FOR 17 funds |
| METHODE ELECTRONICS INC. | September 11, 2024 | Election of Directors: Mary A. Lindsey Director Elections |
Board | For | Split 3 FOR, 2 AGAINST |
FOR 7 funds |
| METROCITY BANKSHARES INC. | May 22, 2025 | Election of Directors: Frank S. Rhee Director Elections |
Board | For | Split 5 FOR, 2 AGAINST |
FOR 4 funds |
| METROCITY BANKSHARES INC. | May 22, 2025 | Election of Directors: Howard Hwasaeng Kim Director Elections |
Board | For | Split 5 FOR, 2 AGAINST |
FOR 4 funds |
| METROPOLITAN BANK HOLDING CORP. | May 28, 2025 | Vote to Approve the Amendment to the Metropolitan Bank Holding Corp. Amended and Restated 2022 Equity Incentive Plan. Compensation |
Board | For | Split 4 FOR, 2 AGAINST |
AGAINST 2 funds |
| METTLER-TOLEDO INTERNATIONAL INC. | May 1, 2025 | ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION Say-on-Pay |
Board | For | Split 18 FOR, 3 AGAINST |
FOR 15 funds |
| METTLER-TOLEDO INTERNATIONAL INC. | May 1, 2025 | ELECTION OF DIRECTORS: Domitille Doat-Le Bigot Director Elections |
Board | For | Split 20 FOR, 1 AGAINST |
FOR 14 funds |
| METTLER-TOLEDO INTERNATIONAL INC. | May 1, 2025 | RATIFICATION OF INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM Audit-related |
Board | For | Split 20 FOR, 1 AGAINST |
FOR 14 funds |
| MFA FINANCIAL INC. | June 3, 2025 | Election of Directors: Lisa Polsky Director Elections |
Board | For | Split 3 FOR, 2 AGAINST |
FOR 7 funds |
| MGE ENERGY INC. | May 20, 2025 | Election of Class III Directors: Daniel J. Kelly Director Elections |
Board | For | Split 4 FOR, 2 AGAINST |
FOR 7 funds |
| MGE ENERGY INC. | May 20, 2025 | Election of Class III Directors: James L. Possin Director Elections |
Board | For | Split 4 FOR, 2 AGAINST |
FOR 7 funds |
| MGE ENERGY INC. | May 20, 2025 | Election of Class III Directors: Noble L. Wray Director Elections |
Board | For | Split 4 FOR, 2 AGAINST |
FOR 7 funds |
| MGP INGREDIENTS INC. | May 20, 2025 | Election of Directors: Kevin S. Rauckman Director Elections |
Board | For | Split 2 FOR, 3 AGAINST |
FOR 6 funds |
| MICROSOFT | December 10, 2024 | Ratification of the Selection of Deloitte & Touche LLP as our Independent Auditor for Fiscal Year 2025. Audit-related |
Board | For | Split 31 FOR, 1 AGAINST |
FOR 15 funds |
| MICROSOFT CORP. | December 10, 2024 | Election of Directors: Hugh F. Johnston Director Elections |
Board | For | Split 30 FOR, 3 AGAINST |
AGAINST 15 funds |
| MICROVISION INC. | June 6, 2025 | To approve an amendment to the 2022 MicroVision, Inc. Equity Incentive Plan. Compensation |
Board | For | Split 6 FOR, 3 AGAINST |
FOR 4 funds |
| MID PENN BANCORP INC. | May 13, 2025 | Election of Directors: Bruce A. Kiefer Director Elections |
Board | For | Split 4 FOR, 2 WITHHOLD |
FOR 2 funds |
| MID PENN BANCORP INC. | May 13, 2025 | Election of Directors: Matthew G. DeSoto Director Elections |
Board | For | Split 4 FOR, 2 WITHHOLD |
FOR 2 funds |
| MID PENN BANCORP INC. | May 13, 2025 | Election of Directors: Robert A. Abel Director Elections |
Board | For | Split 4 FOR, 2 WITHHOLD |
FOR 2 funds |
| MID-AMERICA APARTMENT COMMUNITIES INC. | May 20, 2025 | Advisory (non-binding) vote to approve the compensation of our named executive officers as disclosed in the proxy statement. Say-on-Pay |
Board | For | Split 20 FOR, 1 AGAINST |
FOR 16 funds |
| MID-AMERICA APARTMENT COMMUNITIES INC. | May 20, 2025 | Election of Directors: Alan B. Graf, Jr. Director Elections |
Board | For | Split 19 FOR, 1 AGAINST |
FOR 15 funds |
| MID-AMERICA APARTMENT COMMUNITIES INC. | May 20, 2025 | Election of Directors: Tamara Fischer Director Elections |
Board | For | Split 19 FOR, 1 AGAINST |
FOR 15 funds |
| MILLER INDUSTRIES INC. | May 23, 2025 | Election of Directors: Theodore H. Ashford III Director Elections |
Board | For | Split 2 FOR, 5 WITHHOLD |
FOR 7 funds |
| MINERALS T | May 14, 2025 | Election of three Directors: Carolyn K. Pittman Director Elections |
Board | Not determined | Split 5 FOR, 2 AGAINST |
FOR 8 funds |
| MINERALS T | May 14, 2025 | Election of three Directors: Douglas T. Dietrich Director Elections |
Board | Not determined | Split 5 FOR, 2 AGAINST |
FOR 8 funds |
| MINERALS T | May 14, 2025 | Election of three Directors: Rocky Motwani Director Elections |
Board | Not determined | Split 5 FOR, 2 AGAINST |
FOR 8 funds |
| MOBILEYE GLOBAL INC. | June 12, 2025 | Approval of the Amended and Restated Mobileye Global Inc. 2022 Equity Incentive Plan. Compensation |
Board | For | Split 2 FOR, 1 AGAINST |
FOR 3 funds |
| MOBILEYE GLOBAL INC. | June 12, 2025 | Election of Directors: Christoph Schell Director Elections |
Board | For | Split 1 FOR, 2 WITHHOLD |
WITHHOLD 3 funds |
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How items are matched and positions counted: see the comparison table and the methodology. Built November 1, 2026 from SEC Form N-PX filings.