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 |
|---|---|---|---|---|---|---|
| AMERICAN INTERNATIONAL GROUP INC. | May 14, 2025 | Election of Directors: JAMES (JIMMY) DUNNE III Director Elections |
Board | For | Split 9 FOR, 7 AGAINST |
AGAINST 12 funds |
| AMERICAN INTERNATIONAL GROUP INC. | May 14, 2025 | Election of Directors: LINDA A. MILLS Director Elections |
Board | For | Split 8 FOR, 7 AGAINST |
AGAINST 12 funds |
| AMERICAN PUBLIC EDUCATION INC. | May 23, 2025 | to approve an amendment to the American Public Education, Inc. 2017 Omnibus Incentive Plan to increase the number of shares available for issuance thereunder and to remove the fungible share ratio applied to certain new full-value equity awards. Compensation |
Board | For | Split 6 FOR, 2 AGAINST |
FOR 2 funds |
| AMERICAN SOFTWARE INC. | August 20, 2024 | Election of Directors: James B. Miller, Jr. Director Elections |
Board | For | Split 4 FOR, 2 AGAINST |
FOR 2 funds |
| AMERICAN TOWER CORP. | May 14, 2025 | To elect the following Directors: Neville R. Ray Director Elections |
Board | For | Split 15 FOR, 7 AGAINST |
FOR 14 funds |
| AMERICAN TOWER CORP. | May 14, 2025 | To ratify the selection of Deloitte & Touche LLP as the Company's independent registered public accounting firm for 2025. Audit-related |
Board | For | Split 22 FOR, 1 AGAINST |
FOR 14 funds |
| AMERICOLD REALTY TRUST | May 20, 2025 | Advisory Vote on Compensation of Named Executive Officers (Say-On-Pay). Say-on-Pay |
Board | For | Split 5 FOR, 1 AGAINST |
FOR 16 funds |
| AMERIPRISE FINANCIAL INC. | April 30, 2025 | Election of Directors: James M. Cracchiolo Director Elections |
Board | For | Split 23 FOR, 1 AGAINST |
FOR 14 funds |
| AMERIPRISE FINANCIAL INC. | April 30, 2025 | To approve the compensation of the named executive officers by a nonbinding advisory vote. Say-on-Pay |
Board | For | Split 23 FOR, 1 AGAINST |
FOR 16 funds |
| AMETEK INC. | May 7, 2025 | Election of Directors for a term of three years: David A. Zapico Director Elections |
Board | For | Split 13 FOR, 7 AGAINST |
FOR 13 funds |
| AMETEK INC. | May 7, 2025 | Election of Directors for a term of three years: Dean Seavers Director Elections |
Board | For | Split 13 FOR, 7 AGAINST |
FOR 13 funds |
| AMKOR TECHNOLOGY INC. | May 15, 2025 | Election of Directors: Douglas A. Alexander Director Elections |
Board | For | Split 2 FOR, 5 ABSTAIN |
FOR 12 funds |
| AMKOR TECHNOLOGY INC. | May 15, 2025 | Election of Directors: Gil C. Tily Director Elections |
Board | For | Split 2 FOR, 5 ABSTAIN |
FOR 12 funds |
| AMKOR TECHNOLOGY INC. | May 15, 2025 | Election of Directors: Roger A. Carolin Director Elections |
Board | For | Split 2 FOR, 5 ABSTAIN |
FOR 12 funds |
| AMKOR TECHNOLOGY INC. | May 15, 2025 | Election of Directors: Winston J. Churchill Director Elections |
Board | For | Split 2 FOR, 5 ABSTAIN |
FOR 12 funds |
| AMNEAL PHARMACEUTICALS INC. | May 6, 2025 | Election of Directors: J. Kevin Buchi Director Elections |
Board | For | Split 4 FOR, 4 ABSTAIN |
FOR 5 funds |
| AMNEAL PHARMACEUTICALS INC. | May 6, 2025 | Election of Directors: John Kiely Director Elections |
Board | For | Split 4 FOR, 4 ABSTAIN |
FOR 5 funds |
| AMNEAL PHARMACEUTICALS INC. | May 6, 2025 | Election of Directors: Paul Meister Director Elections |
Board | For | Split 4 FOR, 4 ABSTAIN |
FOR 5 funds |
| AMNEAL PHARMACEUTICALS INC. | May 6, 2025 | Election of Directors: Ted Nark Director Elections |
Board | For | Split 4 FOR, 4 ABSTAIN |
FOR 5 funds |
| AMPHENOL CORP. | May 15, 2025 | Advisory vote to approve compensation of named executive officers Shareholder Rights and Defenses |
Board | For | Split 23 FOR, 1 AGAINST |
FOR 17 funds |
| AMPHENOL CORP. | May 15, 2025 | Approval of an amendment to the Company's Restated Certificate of Incorporation to increase the number of authorized shares of Common Stock Capital Structure |
Board | For | Split 23 FOR, 1 AGAINST |
AGAINST 14 funds |
| AMPHENOL CORP. | May 15, 2025 | Ratification of the selection of Deloitte & Touche LLP as independent public accountants Audit-related |
Board | For | Split 23 FOR, 1 AGAINST |
FOR 14 funds |
| ANAPTYSBIO INC. | June 17, 2025 | To approve an amendment to our 2017 Equity Incentive Plan. Compensation |
Board | For | Split 4 FOR, 3 AGAINST |
AGAINST 3 funds |
| ANAVEX LIFE SCIENCES CORP. | June 10, 2025 | To approve an amendment to the Company's 2022 Omnibus Incentive Plan. Compensation |
Board | For | Split 5 FOR, 3 AGAINST |
FOR 4 funds |
| ANGIODYNAMICS INC. | November 12, 2024 | Approval of an amendment to increase the number of shares available for issuance under the AngioDynamics, Inc. 2020 Equity Incentive Plan. Compensation |
Board | For | Split 4 FOR, 2 AGAINST |
FOR 4 funds |
| ANIKA THERAPEUTICS INC. | June 20, 2025 | Election of three Class II Directors: Glenn R. Larsen, Ph.D. Director Elections |
Board | For | Split 5 FOR, 2 AGAINST |
FOR 5 funds |
| ANIKA THERAPEUTICS INC. | June 20, 2025 | Election of three Class II Directors: Joseph H. Capper Director Elections |
Board | For | Split 5 FOR, 2 AGAINST |
FOR 5 funds |
| ANTERIX INC. | August 6, 2024 | To approve Amendment No. 1 to the Anterix Inc. 2023 Stock Plan to increase the number of shares available for issuance under the plan and clarify certain vesting restriction provisions. Compensation |
Board | For | Split 5 FOR, 3 AGAINST |
FOR 4 funds |
| ANTERIX INC. | August 6, 2024 | To approve, on an advisory (non-binding) basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | Split 6 FOR, 2 AGAINST |
FOR 5 funds |
| ANTERO RESOURCES CORP. | June 4, 2025 | To approve, on an advisory basis, the compensation of Antero Resources Corporation's named executive officers. Say-on-Pay |
Board | For | Split 3 FOR, 4 AGAINST |
AGAINST 13 funds |
| AON PLC | June 27, 2025 | Election of Directors: James G. Stavridis Director Elections |
Board | For | Split 18 FOR, 1 AGAINST |
FOR 12 funds |
| AON PLC | June 27, 2025 | Ratify 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 18 FOR, 1 AGAINST |
FOR 12 funds |
| AON PLC | June 27, 2025 | Re-appoint Ernst & Young Chartered Accountants as the Company's statutory auditor under Irish Law. Audit-related |
Board | For | Split 18 FOR, 1 AGAINST |
FOR 12 funds |
| APA CORP. | May 22, 2025 | Advisory Vote to Approve Compensation of APA's Named Executive Officers Say-on-Pay |
Board | For | Split 9 FOR, 9 AGAINST |
FOR 17 funds |
| APA CORP. | May 22, 2025 | Election of Directors: Juliet S. Ellis Director Elections |
Board | For | Split 11 FOR, 7 AGAINST |
FOR 15 funds |
| APOLLO GLOBAL MANAGEMENT INC. | June 6, 2025 | Election of Directors: David Simon Director Elections |
Board | For | Split 10 FOR, 8 AGAINST |
FOR 15 funds |
| APOLLO GLOBAL MANAGEMENT INC. | June 6, 2025 | Election of Directors: Lynn Swann Director Elections |
Board | For | Split 9 FOR, 10 AGAINST |
FOR 15 funds |
| APOLLO GLOBAL MANAGEMENT INC. | June 6, 2025 | Election of Directors: Marc Beilinson Director Elections |
Board | For | Split 9 FOR, 10 AGAINST |
FOR 15 funds |
| APOLLO GLOBAL MANAGEMENT INC. | June 6, 2025 | Election of Directors: Mitra Hormozi Director Elections |
Board | For | Split 9 FOR, 10 AGAINST |
FOR 15 funds |
| APPLE INC. | February 25, 2025 | Advisory vote to approve executive compensation Say-on-Pay |
Board | For | Split 25 FOR, 1 AGAINST |
FOR 18 funds |
| APPLIED DIGITAL CORP. | November 20, 2024 | Approve the Company's 2024 Equity Compensation Plan and the reservation of 10,000,000 shares of common stock for issuance thereunder. Compensation |
Board | For | Split 5 FOR, 2 AGAINST |
FOR 4 funds |
| APPLIED DIGITAL CORP. | November 20, 2024 | Election of Directors: Chuck Hastings Director Elections |
Board | For | Split 2 FOR, 5 WITHHOLD |
WITHHOLD 4 funds |
| APPLIED DIGITAL CORP. | November 20, 2024 | Election of Directors: Richard Nottenburg Director Elections |
Board | For | Split 2 FOR, 5 WITHHOLD |
FOR 4 funds |
| APPLIED INDUSTRIAL TECHNOLOGIES INC. | October 22, 2024 | Election of Directors: Madhuri A. Andrews Director Elections |
Board | For | Split 5 FOR, 5 WITHHOLD |
WITHHOLD 11 funds |
| APPLIED INDUSTRIAL TECHNOLOGIES INC. | October 22, 2024 | Election of Directors: Shelly M. Chadwick Director Elections |
Board | For | Split 5 FOR, 5 WITHHOLD |
FOR 11 funds |
| APPLIED INDUSTRIAL TECHNOLOGIES INC. | October 22, 2024 | Election of Directors: Vincent K. Petrella Director Elections |
Board | For | Split 5 FOR, 5 WITHHOLD |
FOR 11 funds |
| APPLIED THERAPEUTICS INC. | June 9, 2025 | Election of Director: Teena Lerner Director Elections |
Board | For | Split 5 FOR, 2 AGAINST |
FOR 2 funds |
| APPLOVIN CORP. | June 4, 2025 | Election of Directors: MARGARET GEORGIADIS Director Elections |
Board | For | Split 4 FOR, 3 WITHHOLD |
WITHHOLD 11 funds |
| APTARGROUP | May 7, 2025 | Election of Directors: Giovanna Kampouri Monnas Director Elections |
Board | Not determined | Split 3 FOR, 4 AGAINST |
FOR 12 funds |
| APTARGROUP | May 7, 2025 | Election of Directors: Isabel Marey-Semper Director Elections |
Board | Not determined | Split 3 FOR, 4 AGAINST |
FOR 12 funds |
| APTARGROUP | May 7, 2025 | Election of Directors: Stephan B. Tanda Director Elections |
Board | Not determined | Split 3 FOR, 4 AGAINST |
FOR 12 funds |
| AQUESTIVE THERAPEUTICS INC. | June 11, 2025 | To approve, on a non-binding advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | Split 5 FOR, 2 AGAINST |
FOR 3 funds |
| ARBOR REALTY TRUST INC. | May 21, 2025 | Advisory vote to approve the compensation of Arbor Realty Trust, Inc.'s named executive officers as disclosed in the proxy statement. Say-on-Pay |
Board | For | Split 3 FOR, 3 AGAINST |
AGAINST 8 funds |
| ARCH RESOU | January 9, 2025 | To adopt the Agreement and Plan of Merger (as it may be amended from time to time, the "Merger Agreement"), dated as of August 20, 2024, by and among the Company, CONSOL Energy Inc. ("CONSOL"), and Mountain Range Merger Sub, Inc., a wholly owned subsidiary of CONSOL ("Merger Sub"), providing for, among other things, the acquisition of the Company by CONSOL pursuant to a merger between Merger Sub and the Company (the "Merger"). Extraordinary Transactions |
Board | Not determined | Split 3 FOR, 2 ABSTAIN |
FOR 7 funds |
| ARCH RESOU | January 9, 2025 | To approve, on a non-binding, advisory basis, certain compensation that may be paid or become payable to the Company's named executive officers that is based on or otherwise relates to the Merger. Say-on-Pay |
Board | Not determined | Split 3 FOR, 2 AGAINST |
FOR 8 funds |
| ARCHER-DANIELS-MIDLAND CO. | May 8, 2025 | Election of Directors: D.A. Sandler Director Elections |
Board | For | Split 11 FOR, 8 AGAINST |
FOR 13 funds |
| ARCHER-DANIELS-MIDLAND CO. | May 8, 2025 | Election of Directors: E. de Brabander Director Elections |
Board | For | Split 11 FOR, 8 AGAINST |
FOR 13 funds |
| ARCHER-DANIELS-MIDLAND CO. | May 8, 2025 | Election of Directors: J.C. Collins, Jr. Director Elections |
Board | For | Split 11 FOR, 8 AGAINST |
FOR 13 funds |
| ARCHER-DANIELS-MIDLAND CO. | May 8, 2025 | Election of Directors: M.S. Burke Director Elections |
Board | For | Split 11 FOR, 8 AGAINST |
FOR 13 funds |
| ARCHER-DANIELS-MIDLAND CO. | May 8, 2025 | Election of Directors: P.J. Moore Director Elections |
Board | For | Split 11 FOR, 8 AGAINST |
FOR 13 funds |
| ARCHER-DANIELS-MIDLAND CO. | May 8, 2025 | Election of Directors: S.F. Harrison Director Elections |
Board | For | Split 11 FOR, 8 AGAINST |
FOR 13 funds |
| ARCUS BIOSCIENCES INC. | June 10, 2025 | Election of Directors: Andrew Perlman, M.D., Ph.D. Director Elections |
Board | For | Split 3 FOR, 3 WITHHOLD |
FOR 5 funds |
| ARCUS BIOSCIENCES INC. | June 10, 2025 | Election of Directors: Antoni Ribas, M.D., Ph.D. Director Elections |
Board | For | Split 3 FOR, 3 WITHHOLD |
FOR 5 funds |
| ARCUS BIOSCIENCES INC. | June 10, 2025 | Election of Directors: Patrick Machado, J.D. Director Elections |
Board | For | Split 3 FOR, 3 WITHHOLD |
FOR 5 funds |
| ARCUS BIOSCIENCES INC. | June 10, 2025 | Election of Directors: Yasunori Kaneko, M.D. Director Elections |
Board | For | Split 3 FOR, 3 WITHHOLD |
FOR 5 funds |
| ARCUTIS BIOTHERAPEUTICS INC. | June 12, 2025 | To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | Split 3 FOR, 3 AGAINST |
FOR 5 funds |
| ARDELYX INC. | June 18, 2025 | To approve the Amendment to the Amended and Restated 2014 Equity Incentive Award Plan. Compensation |
Board | For | Split 3 FOR, 2 AGAINST |
FOR 5 funds |
| ARDELYX INC. | June 18, 2025 | To approve, on a non-binding, advisory basis, the compensation of our named executive officers as disclosed in the proxy statement accompanying this notice pursuant to the compensation disclosure rules of the Securities and Exchange Commission ("Say-on-Pay"). Say-on-Pay |
Board | For | Split 3 FOR, 2 AGAINST |
FOR 6 funds |
| ARES MANAGEMENT CORP. | June 6, 2025 | Approval, on a non-binding, advisory basis, of the compensation paid to our named executive officers for our 2024 fiscal year. Say-on-Pay |
Board | For | Split 1 FOR, 5 AGAINST |
AGAINST 12 funds |
| ARES MANAGEMENT CORP. | June 6, 2025 | Election of Directors: Antoinette Bush Director Elections |
Board | For | Split 2 FOR, 4 AGAINST |
AGAINST 11 funds |
| ARES MANAGEMENT CORP. | June 6, 2025 | Election of Directors: Antony P. Ressler Director Elections |
Board | For | Split 2 FOR, 4 AGAINST |
FOR 11 funds |
| ARES MANAGEMENT CORP. | June 6, 2025 | Election of Directors: Ashish Bhutani Director Elections |
Board | For | Split 3 FOR, 3 AGAINST |
AGAINST 11 funds |
| ARES MANAGEMENT CORP. | June 6, 2025 | Election of Directors: Bennett Rosenthal Director Elections |
Board | For | Split 3 FOR, 3 AGAINST |
FOR 11 funds |
| ARES MANAGEMENT CORP. | June 6, 2025 | Election of Directors: David B. Kaplan Director Elections |
Board | For | Split 3 FOR, 3 AGAINST |
FOR 11 funds |
| ARES MANAGEMENT CORP. | June 6, 2025 | Election of Directors: Dr. Judy D. Olian Director Elections |
Board | For | Split 2 FOR, 4 AGAINST |
AGAINST 11 funds |
| ARES MANAGEMENT CORP. | June 6, 2025 | Election of Directors: Eileen Naughton Director Elections |
Board | For | Split 3 FOR, 3 AGAINST |
AGAINST 11 funds |
| ARES MANAGEMENT CORP. | June 6, 2025 | Election of Directors: Michael J Arougheti Director Elections |
Board | For | Split 3 FOR, 3 AGAINST |
FOR 11 funds |
| ARES MANAGEMENT CORP. | June 6, 2025 | Election of Directors: Michael Lynton Director Elections |
Board | For | Split 2 FOR, 4 AGAINST |
AGAINST 11 funds |
| ARES MANAGEMENT CORP. | June 6, 2025 | Election of Directors: Paul G. Joubert Director Elections |
Board | For | Split 3 FOR, 3 AGAINST |
AGAINST 11 funds |
| ARES MANAGEMENT CORP. | June 6, 2025 | Election of Directors: R. Kipp deVeer Director Elections |
Board | For | Split 3 FOR, 3 AGAINST |
FOR 11 funds |
| ARISTA NETWORKS INC. | May 30, 2025 | Approval, on an advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | Split 15 FOR, 7 AGAINST |
AGAINST 16 funds |
| ARLO TECHNOLOGIES INC. | June 20, 2025 | Advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | Split 4 FOR, 2 AGAINST |
AGAINST 6 funds |
| ARMADA HOFFLER PROPERTIES INC. | June 18, 2025 | Election of Directors: F. Blair Wimbush Director Elections |
Board | For | Split 4 FOR, 3 AGAINST |
FOR 5 funds |
| ARMADA HOFFLER PROPERTIES INC. | June 18, 2025 | Election of Directors: George F. Allen Director Elections |
Board | For | Split 4 FOR, 3 AGAINST |
FOR 5 funds |
| ARMADA HOFFLER PROPERTIES INC. | June 18, 2025 | Election of Directors: James C. Cherry Director Elections |
Board | For | Split 4 FOR, 3 AGAINST |
FOR 5 funds |
| ARRAY TECHNOLOGIES INC. | May 20, 2025 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | Split 3 FOR, 2 AGAINST |
AGAINST 7 funds |
| ARVINAS INC. | June 25, 2025 | To approve, on an advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | Split 4 FOR, 3 AGAINST |
AGAINST 5 funds |
| ASPEN AEROGELS INC. | April 30, 2025 | Approval of the compensation of Aspen Aerogels, Inc.'s named executive officers, as disclosed in its Proxy Statement for the 2025 Annual Meeting. Say-on-Pay |
Board | For | Split 5 FOR, 2 AGAINST |
FOR 5 funds |
| AST SPACEMOBILE INC. | September 10, 2024 | To approve the AST SpaceMobile, Inc. 2024 Incentive Award Plan. Compensation |
Board | For | Split 2 FOR, 3 AGAINST |
AGAINST 2 funds |
| ASTRIA THERAPEUTICS INC. | June 11, 2025 | The approval of the first amendment to our Second Amended and Restated 2015 Stock Incentive Plan, to increase the number of shares of our common stock available for grant under the plan by 5,500,000 shares. Compensation |
Board | For | Split 5 FOR, 2 AGAINST |
FOR 4 funds |
| ASTRIA THERAPEUTICS INC. | June 11, 2025 | The approval, by non-binding advisory vote, of our executive compensation. Say-on-Pay |
Board | For | Split 5 FOR, 2 AGAINST |
FOR 5 funds |
| ASURE SOFTWARE INC. | June 2, 2025 | To approve an amendment to the Asure Software, Inc. 2018 Incentive Award Plan to increase the number of shares of our common stock authorized for issuance by 2,250,000 shares. Compensation |
Board | For | Split 4 FOR, 2 AGAINST |
AGAINST 2 funds |
| ASURE SOFTWARE INC. | June 2, 2025 | To approve, on a non-binding advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | Split 4 FOR, 2 AGAINST |
FOR 3 funds |
| AT&T INC. | May 15, 2025 | Election of Directors: John T. Stankey Director Elections |
Board | For | Split 18 FOR, 1 AGAINST |
FOR 12 funds |
| AT&T INC. | May 15, 2025 | Ratification of the Appointment of Ernst & Young LLP as Independent Auditors Audit-related |
Board | For | Split 18 FOR, 1 AGAINST |
FOR 12 funds |
| ATI INC. | May 16, 2025 | Election of Directors: Carolyn Corvi Director Elections |
Board | For | Split 5 FOR, 3 WITHHOLD |
FOR 11 funds |
| ATI INC. | May 16, 2025 | Election of Directors: Leroy M. Ball, Jr. Director Elections |
Board | For | Split 5 FOR, 3 WITHHOLD |
FOR 11 funds |
| ATI INC. | May 16, 2025 | Election of Directors: Robert S. Wetherbee Director Elections |
Board | For | Split 5 FOR, 3 WITHHOLD |
FOR 11 funds |
| ATLANTIC U | May 6, 2025 | To approve the Atlantic Union Bankshares Corporation 2025 Stock and Incentive Plan Compensation |
Board | Not determined | Split 7 FOR, 1 ABSTAIN |
FOR 7 funds |
| ATLANTICUS HOLDINGS CORP. | May 8, 2025 | To approve the "say-on-pay" resolution set forth below: RESOLVED, that the shareholders of Atlanticus Holdings Corporation hereby approve, on an advisory basis, the compensation of the company's named executive officers, as disclosed in the company's Proxy Statement for the 2025 Annual Meeting of Shareholders pursuant to the compensation disclosure rules of the Securities and Exchange Commission, including the Summary Compensation Table and the other related tables and disclosure. Say-on-Pay |
Board | For | Split 2 FOR, 5 AGAINST |
FOR 3 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.