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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 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
ATLASSIAN CORP PLC December 11, 2024 An advisory vote to approve the compensation of our named executive officers for the fiscal year ended June 30, 2024.
Say-on-Pay
Board Not determined Split
6 FOR, 3 AGAINST
FOR
8 funds
ATMOS ENERGY CORP. February 5, 2025 ELECTION OF DIRECTORS: Frank Yoho
Director Elections
Board For Split
15 FOR, 5 AGAINST
FOR
13 funds
ATMOS ENERGY CORP. February 5, 2025 ELECTION OF DIRECTORS: Kelly H. Compton
Director Elections
Board For Split
15 FOR, 5 AGAINST
FOR
13 funds
ATMOS ENERGY CORP. February 5, 2025 ELECTION OF DIRECTORS: Richard A. Sampson
Director Elections
Board For Split
19 FOR, 3 AGAINST
FOR
13 funds
ATMOS ENERGY CORP. February 5, 2025 Proposal for an advisory vote by shareholders to approve the compensation of the Company's named executive officers for fiscal 2024 ("Say-on-Pay").
Say-on-Pay
Board For Split
21 FOR, 1 AGAINST
FOR
15 funds
ATMOS ENERGY CORP. February 5, 2025 Proposal to ratify the appointment of Ernst & Young LLP as the Company's independent registered public accounting firm for fiscal 2025.
Audit-related
Board For Split
21 FOR, 1 AGAINST
FOR
13 funds
AURORA INNOVATION INC. May 22, 2025 Election of Directors: Sterling Anderson
Director Elections
Board For Split
6 FOR, 3 WITHHOLD
FOR
6 funds
AUTODESK INC. July 16, 2024 Approve, on an advisory (non-binding) basis, the compensation of Autodesk, Inc.'s named executive officers.
Say-on-Pay
Board For Split
23 FOR, 1 AGAINST
FOR
13 funds
AUTODESK INC. July 16, 2024 Ratify the appointment of Ernst & Young LLP as Autodesk, Inc.'s independent registered public accounting firm for the fiscal year ending January 31, 2025.
Audit-related
Board For Split
23 FOR, 1 AGAINST
FOR
12 funds
AUTODESK INC. June 18, 2025 Election of Directors: Blake Irving
Director Elections
Board For Split
20 FOR, 1 AGAINST
FOR
12 funds
AUTODESK INC. June 18, 2025 Election of Directors: Rami Rahim
Director Elections
Board For Split
20 FOR, 1 AGAINST
FOR
12 funds
AUTODESK INC. June 18, 2025 Election of Directors: Stacy J. Smith
Director Elections
Board For Split
20 FOR, 1 AGAINST
FOR
12 funds
AUTODESK INC. June 18, 2025 Ratify the appointment of Ernst & Young LLP as Autodesk, Inc.'s independent registered public accounting firm for the fiscal year ending January 31, 2026.
Audit-related
Board For Split
19 FOR, 1 AGAINST
FOR
12 funds
AUTOMATIC DATA PROCESSING INC. November 6, 2024 Advisory Vote on Executive Compensation.
Say-on-Pay
Board For Split
20 FOR, 1 AGAINST
FOR
15 funds
AUTOMATIC DATA PROCESSING INC. November 6, 2024 Election of Directors: William J. Ready
Director Elections
Board For Split
4 FOR, 17 AGAINST
AGAINST
13 funds
AUTOMATIC DATA PROCESSING INC. November 6, 2024 Ratification of the Appointment of Auditors.
Audit-related
Board For Split
20 FOR, 1 AGAINST
FOR
13 funds
AUTOZONE December 18, 2024 Approval of an advisory vote on the compensation of named executive officers
Say-on-Pay
Board For Split
18 FOR, 3 AGAINST
FOR
15 funds
AUTOZONE December 18, 2024 Ratification of the appointment of Ernst & Young LLP as our independent registered public accounting firm for the 2025 fiscal year.
Audit-related
Board For Split
20 FOR, 1 AGAINST
FOR
13 funds
AUTOZONE INC. December 18, 2024 Election of Directors: William C. Rhodes, III
Director Elections
Board For Split
20 FOR, 1 AGAINST
FOR
13 funds
AVALONBAY COMMUNITIES INC. May 21, 2025 To ratify the selection of Ernst & Young LLP as the Company's independent auditors for the year ending December 31, 2025.
Audit-related
Board For Split
20 FOR, 1 AGAINST
FOR
16 funds
AVANGRID INC. September 26, 2024 ADOPT AN AGREEMENT AND PLAN OF MERGER (AS IT MAY BE AMENDED FROM TIME TO TIME, THE "MERGER AGREEMENT"), DATED AS OF MAY 17, 2024, BY AND AMONG IBERDROLA, S.A., A CORPORATION ORGANIZED UNDER THE LAWS OF SPAIN ("PARENT"), ARIZONA MERGER SUB, INC., A NEW YORK CORPORATION AND WHOLLY-OWNED SUBSIDIARY OF PARENT ("MERGER SUB"), AND AVANGRID, INC., A NEW YORK CORPORATION ("AVANGRID"). THE MERGER AGREEMENT PROVIDES THAT, UPON THE TERMS AND SUBJECT TO THE SATISFACTION OR WAIVER OF THE CONDITIONS SET FORTH ...(due to space limits, see proxy material for full proposal).
Extraordinary Transactions
Board For Split
4 FOR, 1 AGAINST
FOR
11 funds
AVANGRID INC. September 26, 2024 APPROVE, ON AN ADVISORY BASIS, NAMED EXECUTIVE OFFICERS COMPENSATION.
Say-on-Pay
Board For Split
4 FOR, 1 AGAINST
FOR
12 funds
AVERY DENNISON CORP. April 24, 2025 Election of Directors: William Wagner
Director Elections
Board For Split
11 FOR, 9 AGAINST
FOR
15 funds
AVIAT NETWORKS INC. November 6, 2024 Election of Directors: John Mutch
Director Elections
Board For Split
4 FOR, 3 AGAINST
FOR
2 funds
AVID BIOSERVICES INC. January 30, 2025 To approve, on an advisory (non-binding) basis, the compensation that may be paid or become payable to Avid's named executive officers that is based on or otherwise relates to the Merger Agreement and the transactions contentemplated by the Merger Agreement.
Say-on-Pay
Board For Split
6 FOR, 2 AGAINST
AGAINST
5 funds
AVIDITY BIOSCIENCES INC. June 10, 2025 To consider and vote upon, on an advisory basis, the compensation of our named executive officers as disclosed in this proxy statement pursuant to the compensation disclosure rules of the Securities and Exchange Commission.
Say-on-Pay
Board For Split
1 FOR, 8 AGAINST
AGAINST
8 funds
AVITA MEDICAL INC. June 4, 2025 To approve (a) the 2020 Omnibus Incentive Plan Amended and Restated (the "Plan"), the terms of which are summarized in this Proxy Statement; and (b) for purposes of ASX Listing Rule 7.2 Exception 13(b), which provides an exception to ASX Listing Rule 7.1, the issuance of the Company's equity securities under the Plan, in accordance with its terms and conditions, for a period of up to three years from the date of stockholder approval.
Compensation
Board For Split
5 FOR, 2 AGAINST
FOR
1 fund
AVITA MEDICAL INC. June 4, 2025 To approve the grant of 520,000 options to acquire shares of Common Stock to the Company's Chief Executive Officer, James Corbett, on the terms and conditions set out in this Proxy Statement, pursuant to and for the purposes of ASX Listing Rule 10.11.
Compensation
Board For Split
5 FOR, 2 AGAINST
AGAINST
1 fund
AXIS CAPIT May 16, 2025 Election of Directors: Anne Melissa Dowling
Director Elections
Board Not determined Split
1 FOR, 3 AGAINST
FOR
11 funds
AXIS CAPIT May 16, 2025 Election of Directors: Henry Smith
Director Elections
Board Not determined Split
1 FOR, 3 AGAINST
FOR
11 funds
AXIS CAPIT May 16, 2025 Election of Directors: Stanley Galanski
Director Elections
Board Not determined Split
1 FOR, 3 AGAINST
FOR
11 funds
AXON ENTERPRISE INC. May 29, 2025 Election of Director: Graham Smith
Director Elections
Board For Split
12 FOR, 6 AGAINST
AGAINST
13 funds
AXON ENTERPRISE INC. May 29, 2025 Election of Director: Hadi Partovi
Director Elections
Board For Split
12 FOR, 6 AGAINST
AGAINST
13 funds
AXON ENTERPRISE INC. May 29, 2025 Proposal No. 2 requests that shareholders vote to approve, on an advisory basis, the compensation of the Company's named executive officers.
Say-on-Pay
Board For Split
4 FOR, 15 AGAINST
AGAINST
14 funds
AXOS FINANCIAL INC. November 14, 2024 Election of Directors: Gregory Garrabrants
Director Elections
Board For Split
4 FOR, 3 WITHHOLD
FOR
8 funds
AXOS FINANCIAL INC. November 14, 2024 Election of Directors: Paul J. Grinberg
Director Elections
Board For Split
4 FOR, 3 WITHHOLD
WITHHOLD
8 funds
AXOS FINANCIAL INC. November 14, 2024 Election of Directors: Uzair Dada
Director Elections
Board For Split
4 FOR, 3 WITHHOLD
FOR
8 funds
AXOS FINANCIAL INC. November 14, 2024 To approve in a non-binding and advisory vote, the compensation of the Company's Named Executive Officers as disclosed in this Proxy Statement.
Say-on-Pay
Board For Split
4 FOR, 3 AGAINST
AGAINST
9 funds
AXSOME THERAPEUTICS INC. June 6, 2025 Election of Director: Roger Jeffs, Ph.D.
Director Elections
Board For Split
4 FOR, 3 WITHHOLD
FOR
5 funds
AXSOME THERAPEUTICS INC. June 6, 2025 To approve the Company's 2025 Long-Term Incentive Plan.
Compensation
Board For Split
4 FOR, 3 AGAINST
FOR
5 funds
BAKER HUGH May 20, 2025 An advisory vote related to the Company's executive compensation program
Say-on-Pay
Board Not determined Split
19 FOR, 1 AGAINST
FOR
15 funds
BAKER HUGH May 20, 2025 The Election of Directors: Cynthia B. Carroll
Director Elections
Board Not determined Split
12 FOR, 7 AGAINST
FOR
13 funds
BAKKT HOLDINGS INC. June 17, 2025 To approve an amendment to the Company's 2021 Omnibus Incentive Plan.
Compensation
Board For Split
1 FOR, 1 AGAINST
AGAINST
1 fund
BALCHEM CORP. June 18, 2025 Election of Directors: Matthew Wineinger
Director Elections
Board For Split
4 FOR, 4 AGAINST
FOR
9 funds
BALCHEM CORP. June 18, 2025 Election of Directors: Monica Vicente
Director Elections
Board For Split
4 FOR, 4 AGAINST
FOR
9 funds
BALL CORP. April 30, 2025 Election of Directors: Todd A. Penegor
Director Elections
Board For Split
11 FOR, 7 AGAINST
AGAINST
13 funds
BANC OF CALIFORNIA INC. May 7, 2025 Approval, on an advisory and non-binding basis, of the compensation paid to the Company's named executive officers, as disclosed in the Company's proxy statement for the Annual Meeting (Say-on-Pay).
Say-on-Pay
Board For Split
3 FOR, 3 AGAINST
AGAINST
6 funds
BANC OF CALIFORNIA INC. May 7, 2025 Election of Directors, each for a term of one year: Andrew Thau
Director Elections
Board For Split
3 FOR, 3 AGAINST
FOR
4 funds
BANDWIDTH INC. May 29, 2025 To approve, on an advisory basis, the compensation of the Company's named executive officers as disclosed in the proxy statement.
Say-on-Pay
Board For Split
5 FOR, 2 AGAINST
FOR
6 funds
BANK OF AMERICA CORP. April 22, 2025 Amending and restating the Bank of America Corporation Equity Plan
Compensation
Board For Split
14 FOR, 2 AGAINST
FOR
13 funds
BANK OF AMERICA CORP. April 22, 2025 Approving our executive compensation (an advisory, non-binding "Say on Pay" resolution)
Say-on-Pay
Board For Split
14 FOR, 2 AGAINST
FOR
16 funds
BANK OF NEW YORK MELLON CORP. April 15, 2025 Advisory resolution to approve the 2024 compensation of our named executive officers.
Say-on-Pay
Board For Split
20 FOR, 1 AGAINST
FOR
15 funds
BANK7 CORP. May 15, 2025 Election of Directors: Edward P. Gray
Director Elections
Board For Split
5 FOR, 2 ABSTAIN
FOR
2 funds
BANK7 CORP. May 15, 2025 Election of Directors: Gary D. Whitcomb
Director Elections
Board For Split
5 FOR, 2 ABSTAIN
FOR
2 funds
BANKWELL FINANCIAL GROUP INC. May 21, 2025 Election of Directors: Eric J. Dale
Director Elections
Board For Split
2 FOR, 4 WITHHOLD
FOR
2 funds
BANKWELL FINANCIAL GROUP INC. May 21, 2025 Election of Directors: Kevin D. Leitao
Director Elections
Board For Split
2 FOR, 4 WITHHOLD
FOR
2 funds
BANKWELL FINANCIAL GROUP INC. May 21, 2025 Election of Directors: Todd H. Lampert
Director Elections
Board For Split
2 FOR, 4 WITHHOLD
FOR
2 funds
BANNER CORP. May 22, 2025 Election of Directors: Roberto R. Herencia
Director Elections
Board For Split
3 FOR, 3 AGAINST
FOR
8 funds
BARNES GROUP INC. January 9, 2025 To adopt the Agreement and Plan of Merger, dated as of October 6, 2024, by and among Barnes Group Inc., Goat Holdco, LLC, and Goat Merger Sub, Inc., as it may be amended from time to time (the "Merger Agreement").
Extraordinary Transactions
Board For Split
4 FOR, 3 ABSTAIN
FOR
7 funds
BARNES GROUP INC. January 9, 2025 To approve, on an advisory (nonbinding) basis, the compensation that may be paid or become payable to named executive officers of Barnes Group Inc. that is based on or otherwise related to the Merger Agreement and the transactions contemplated by the Merger Agreement.
Say-on-Pay
Board For Split
4 FOR, 3 AGAINST
FOR
8 funds
BEAUTY HEALTH CO. June 12, 2025 Approve, on a non-binding, advisory basis, the compensation paid to the Company's named executive officers.
Say-on-Pay
Board For Split
4 FOR, 2 AGAINST
FOR
5 funds
BECTON, DICKINSON AND CO. January 28, 2025 Advisory vote to approve named executive officer compensation.
Say-on-Pay
Board For Split
22 FOR, 2 AGAINST
FOR
17 funds
BECTON, DICKINSON AND CO. January 28, 2025 Election of Directors: Jeffrey W. Henderson
Director Elections
Board For Split
23 FOR, 1 AGAINST
AGAINST
15 funds
BECTON, DICKINSON AND CO. January 28, 2025 Election of Directors: Thomas E. Polen
Director Elections
Board For Split
23 FOR, 1 AGAINST
FOR
15 funds
BECTON, DICKINSON AND CO. January 28, 2025 Ratification of the selection of the independent registered public accounting firm.
Audit-related
Board For Split
23 FOR, 1 AGAINST
FOR
15 funds
BELDEN INC. May 22, 2025 Election of Directors: David J. Aldrich
Director Elections
Board For Split
13 FOR, 1 AGAINST
FOR
7 funds
BENTLEY SYSTEMS INC. May 22, 2025 Election of Directors: Barry J. Bentley
Director Elections
Board For Split
1 FOR, 4 WITHHOLD
FOR
12 funds
BENTLEY SYSTEMS INC. May 22, 2025 Election of Directors: Gregory S. Bentley
Director Elections
Board For Split
1 FOR, 4 WITHHOLD
FOR
12 funds
BENTLEY SYSTEMS INC. May 22, 2025 Election of Directors: Keith A. Bentley
Director Elections
Board For Split
1 FOR, 4 WITHHOLD
FOR
12 funds
BENTLEY SYSTEMS INC. May 22, 2025 Election of Directors: Raymond B. Bentley
Director Elections
Board For Split
1 FOR, 4 WITHHOLD
FOR
12 funds
BERKSHIRE HILLS BANCORP INC. May 21, 2025 A proposal to approve an amendment to Berkshire's Certificate of Incorporation to increase the number of authorized shares of common stock of the surviving corporation (the "Berkshire Certificate of Incorporation Amendment Proposal").
Capital Structure
Board For Split
3 FOR, 3 ABSTAIN
FOR
7 funds
BERRY GLOB February 5, 2025 To approve, on an advisory, non-binding basis, our executive compensation.
Say-on-Pay
Board Not determined Split
4 FOR, 2 AGAINST
FOR
14 funds
BEYOND INC. May 15, 2025 Election of Directors: Barclay F. Corbus
Director Elections
Board For Split
3 FOR, 4 WITHHOLD
FOR
4 funds
BEYOND INC. May 15, 2025 The approval, on an advisory (non-binding) basis, of the compensation paid by the Company to its named executive officers (the "Say on Pay Vote").
Say-on-Pay
Board For Split
6 FOR, 1 AGAINST
FOR
5 funds
BGC GROUP INC. September 16, 2024 Approval, on an advisory basis, of executive compensation.
Say-on-Pay
Board For Split
3 FOR, 3 AGAINST
AGAINST
9 funds
BILL HOLDINGS INC. December 5, 2024 To approve, on an advisory basis, the compensation of our Named Executive Officers (Say-on-Pay).
Say-on-Pay
Board For Split
3 FOR, 5 AGAINST
FOR
10 funds
BIO-TECHNE CORP October 24, 2024 Approve, on an advisory basis, the compensation of our executive officers.
Say-on-Pay
Board For Split
18 FOR, 2 AGAINST
FOR
16 funds
BIOCRYST PHARMACEUTICALS INC. June 12, 2025 To approve an amended and restated Stock Incentive Plan, increasing the number of shares available for issuance under the Stock Incentive Plan.
Compensation
Board For Split
3 FOR, 3 AGAINST
FOR
5 funds
BIOGEN INC. June 17, 2025 Say on Pay - To hold an advisory vote on executive compensation.
Say-on-Pay
Board For Split
8 FOR, 10 AGAINST
AGAINST
15 funds
BLACKROCK FINANCE INC. May 15, 2025 Approval, in a non-binding advisory vote, of the compensation for named executive officers.
Say-on-Pay
Board For Split
7 FOR, 9 AGAINST
FOR
16 funds
BLACKROCK INC. May 15, 2025 Election of Directors: William E. Ford
Director Elections
Board For Split
10 FOR, 6 AGAINST
FOR
14 funds
BLINK CHARGING CO. July 16, 2024 Approve, on a non-binding advisory basis, the compensation paid to our executive officers.
Say-on-Pay
Board For Split
6 FOR, 2 AGAINST
AGAINST
4 funds
BLINK CHARGING CO. June 26, 2025 Approve, on a non-binding advisory basis, the compensation paid to our executive officers.
Say-on-Pay
Board For Split
6 FOR, 2 AGAINST
FOR
5 funds
BLOCK INC. June 17, 2025 TO APPROVE THE BLOCK, INC. 2025 EQUITY INCENTIVE PLAN.
Compensation
Board For Split
4 FOR, 6 AGAINST
FOR
13 funds
BLUE OWL CAPITAL INC. June 9, 2025 Approval, by non-binding advisory basis, the compensation paid to our named executive officers for the 2024 fiscal year.
Say-on-Pay
Board For Split
1 FOR, 3 AGAINST
AGAINST
10 funds
BLUEBIRD BIO INC. December 4, 2024 Election of Class II Directors: Elisabeth Leiderman
Director Elections
Board For Split
4 FOR, 2 AGAINST
AGAINST
2 funds
BLUEBIRD BIO INC. December 4, 2024 Election of Class II Directors: John O. Agwunobi
Director Elections
Board For Split
4 FOR, 2 AGAINST
AGAINST
2 funds
BOEING CO. April 24, 2025 Election of Directors: David L. Joyce
Director Elections
Board For Split
11 FOR, 8 AGAINST
FOR
13 funds
BOEING CO. April 24, 2025 Election of Directors: John M. Richardson
Director Elections
Board For Split
21 FOR, 1 AGAINST
FOR
13 funds
BOEING CO. April 24, 2025 Election of Directors: Lynn J. Good
Director Elections
Board For Split
21 FOR, 1 AGAINST
FOR
13 funds
BOEING CO. April 24, 2025 Election of Directors: Lynne M. Doughtie
Director Elections
Board For Split
21 FOR, 1 AGAINST
FOR
13 funds
BOEING CO. April 24, 2025 Election of Directors: Robert A. Bradway
Director Elections
Board For Split
21 FOR, 1 AGAINST
FOR
13 funds
BOEING CO. April 24, 2025 Election of Directors: Steven M. Mollenkopf
Director Elections
Board For Split
21 FOR, 1 AGAINST
FOR
13 funds
BOOKING HOLDINGS INC. June 3, 2025 Advisory vote to approve 2024 executive compensation.
Say-on-Pay
Board For Split
24 FOR, 1 AGAINST
FOR
17 funds
BOOKING HOLDINGS INC. June 3, 2025 Ratification of Deloitte & Touche LLP as our independent registered public accounting firm for the fiscal year ending December 31, 2025.
Audit-related
Board For Split
24 FOR, 1 AGAINST
FOR
14 funds
BOOZ ALLEN HAMILTON HOLDING CORP. July 24, 2024 Election of Directors: Horacio D. Rozanski
Director Elections
Board For Split
4 FOR, 1 AGAINST
FOR
12 funds
BORGWARNER INC. April 30, 2025 Approve, on an advisory basis, the compensation of our named executive officers.
Say-on-Pay
Board For Split
11 FOR, 8 AGAINST
FOR
16 funds
BOSTON SCIENTIFIC CORP. May 1, 2025 Proposal to elect ten Directors: David C. Habiger
Director Elections
Board For Split
20 FOR, 1 AGAINST
FOR
15 funds
BOSTON SCIENTIFIC CORP. May 1, 2025 To approve, on a non-binding, advisory basis, the compensation of our named executive officers.
Say-on-Pay
Board For Split
21 FOR, 1 AGAINST
FOR
17 funds
BOSTON SCIENTIFIC CORP. May 1, 2025 To ratify the appointment of Ernst & Young LLP as our independent registered public accounting firm for the 2025 fiscal year.
Audit-related
Board For Split
21 FOR, 1 AGAINST
FOR
15 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.