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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
BOX INC. July 2, 2024 To approve our Amended and Restated 2015 Equity Incentive Plan.
Compensation
Board For Split
3 FOR, 4 AGAINST
FOR
4 funds
BOX INC. June 27, 2025 To approve an amendment to our Amended and Restated 2015 Equity Incentive Plan to increase the number of shares reserved for issuance by 5,000,000 shares.
Compensation
Board For Split
3 FOR, 5 AGAINST
AGAINST
7 funds
BRAEMAR HOTELS & RESORTS INC. December 17, 2024 Election of Directors: Abteen Vaziri
Director Elections
Board For Split
4 FOR, 2 AGAINST
FOR
2 funds
BRAEMAR HOTELS & RESORTS INC. December 17, 2024 Election of Directors: Candace Evans
Director Elections
Board For Split
4 FOR, 2 AGAINST
FOR
2 funds
BRAEMAR HOTELS & RESORTS INC. December 17, 2024 Election of Directors: Kenneth H. Fearn, Jr.
Director Elections
Board For Split
4 FOR, 2 AGAINST
FOR
2 funds
BRAEMAR HOTELS & RESORTS INC. December 17, 2024 Election of Directors: Rebeca Odino-Johnson
Director Elections
Board For Split
4 FOR, 2 AGAINST
FOR
2 funds
BRAEMAR HOTELS & RESORTS INC. December 17, 2024 Election of Directors: Richard J. Stockton
Director Elections
Board For Split
4 FOR, 2 AGAINST
FOR
2 funds
BRAZE INC. June 26, 2025 Election of Two Class I Directors, each to hold office until our 2028 Annual Meeting of Stockholders: Phillip M. Fernandez
Director Elections
Board For Split
3 FOR, 4 WITHHOLD
FOR
4 funds
BRC INC. May 28, 2025 Election of Class III Directors: Evan Hafer
Director Elections
Board For Split
4 FOR, 2 AGAINST
AGAINST
3 funds
BRC INC. May 28, 2025 Election of Class III Directors: Glenn Welling
Director Elections
Board For Split
4 FOR, 2 AGAINST
FOR
3 funds
BRC INC. May 28, 2025 Election of Class III Directors: Steven Taslitz
Director Elections
Board For Split
4 FOR, 2 AGAINST
FOR
3 funds
BROADCOM INC April 21, 2025 Advisory vote to approve the named executive officer compensation.
Say-on-Pay
Board For Split
26 FOR, 1 AGAINST
FOR
18 funds
BROADCOM INC. April 21, 2025 Election of Directors: Harry L. You
Director Elections
Board For Split
16 FOR, 9 AGAINST
FOR
15 funds
BROADRIDGE FINANCIAL SOLUTIONS INC. November 14, 2024 Advisory vote to approve the compensation of the Company's Named Executive Officers (the Say on Pay Vote).
Say-on-Pay
Board For Split
21 FOR, 3 AGAINST
FOR
15 funds
BROOKLINE BANCORP INC. May 21, 2025 A proposal to adopt the Agreement and Plan of Merger, dated as of December 16, 2024, by and among Berkshire Hills Bancorp, Inc. ("Berkshire"), Commerce Acquisition Sub, Inc. and Brookline Bancorp, Inc. ("Brookline"), pursuant to which Commerce Acquisition Sub, Inc. will merge with and into Brookline (the "Merger"), with Brookline surviving the Merger, and, immediately following the Merger, Brookline will merge with and into Berkshire (the "Holdco Merger"), with Berkshire surviving the Holdco Merger (together with the Merger, the "Mergers").
Extraordinary Transactions
Board For Split
3 FOR, 3 AGAINST
FOR
7 funds
BROOKLINE BANCORP INC. May 21, 2025 A proposal to approve, on a non-binding advisory basis, the compensation that may become payable to the named executive officers of Brookline in connection with the Mergers (the "Brookline Merger-Related Compensation Proposal").
Say-on-Pay
Board For Split
3 FOR, 3 AGAINST
AGAINST
8 funds
BUILD-A-BEAR WORKSHOP INC. June 12, 2025 Election of Directors: Craig Leavitt
Director Elections
Board For Split
4 FOR, 2 AGAINST
FOR
3 funds
BUMBLE INC. June 5, 2025 Approval, on a non-binding advisory basis, of the compensation of the named executive officers as disclosed in the Proxy Statement.
Say-on-Pay
Board For Split
4 FOR, 3 AGAINST
AGAINST
5 funds
BURFORD CAPITAL LIMITED May 14, 2025 TO APPROVE, ON AN ADVISORY BASIS, THE COMPENSATION OF THE COMPANY'S NAMED EXECUTIVE OFFICERS AS DISCLOSED IN THE PROXY STATEMENT FOR THE 2025 ANNUAL GENERAL MEETING OF SHAREHOLDERS UNDER "EXECUTIVE COMPENSATION", INCLUDING THE COMPENSATION DISCUSSION AND ANALYSIS, THE COMPENSATION TABLES AND THE RELATED NARRATIVE DISCUSSION INCLUDED THEREIN ("SAY-ON-PAY")
Say-on-Pay
Board For Split
1 FOR, 7 AGAINST
AGAINST
4 funds
BURFORD CAPITAL LIMITED May 14, 2025 To re-elect Christopher Halmy as director.
Director Elections
Board For Split
1 FOR, 7 AGAINST
FOR
3 funds
BURFORD CAPITAL LIMITED May 14, 2025 To re-elect John Sievwright as director.
Director Elections
Board For Split
4 FOR, 3 AGAINST
FOR
3 funds
BURFORD CAPITAL LIMITED May 14, 2025 To re-elect Robert Gillespie as director.
Director Elections
Board For Split
4 FOR, 3 AGAINST
FOR
3 funds
BYRNA TECHNOLOGIES INC. November 20, 2024 Approval of an amendment to the Byrna Technologies Inc. Amended and Restated 2020 Equity Incentive Plan to increase the number of shares available for issuance thereunder by 2,375,000 shares and to prohibit the payment or accrual of dividends on unvested or unexercised stock options, stock appreciation rights and stock bonus awards.
Compensation
Board For Split
4 FOR, 2 AGAINST
FOR
2 funds
C.H. ROBINSON WORLDWIDE INC. May 8, 2025 To approve the Amended and Restated 2022 Equity Incentive Plan.
Compensation
Board For Split
17 FOR, 1 AGAINST
FOR
15 funds
C4 THERAPEUTICS INC. June 18, 2025 To cast a non-binding, advisory vote to approve the compensation of our named executive officers.
Say-on-Pay
Board For Split
5 FOR, 2 AGAINST
FOR
5 funds
CABALETTA BIO INC. June 9, 2025 To approve, on a non-binding, advisory basis, the compensation of our named executive officers.
Say-on-Pay
Board For Split
5 FOR, 3 AGAINST
AGAINST
3 funds
CABLE ONE INC. May 15, 2025 Election of Directors: Brad D. Brian
Director Elections
Board For Split
7 FOR, 1 AGAINST
FOR
7 funds
CABLE ONE INC. May 15, 2025 Election of Directors: Deborah J. Kissire
Director Elections
Board For Split
7 FOR, 1 AGAINST
AGAINST
7 funds
CABLE ONE INC. May 15, 2025 Election of Directors: Julia M. Laulis
Director Elections
Board For Split
7 FOR, 1 AGAINST
FOR
7 funds
CABLE ONE INC. May 15, 2025 Election of Directors: Katharine B. Weymouth
Director Elections
Board For Split
3 FOR, 4 AGAINST
FOR
7 funds
CABLE ONE INC. May 15, 2025 Election of Directors: Mary E. Meduski
Director Elections
Board For Split
7 FOR, 1 AGAINST
FOR
7 funds
CABLE ONE INC. May 15, 2025 Election of Directors: P. Robert Bartolo
Director Elections
Board For Split
7 FOR, 1 AGAINST
AGAINST
7 funds
CABLE ONE INC. May 15, 2025 Election of Directors: Sherrese M. Smith
Director Elections
Board For Split
7 FOR, 1 AGAINST
AGAINST
7 funds
CABLE ONE INC. May 15, 2025 Election of Directors: Wallace R. Weitz
Director Elections
Board For Split
3 FOR, 4 AGAINST
AGAINST
7 funds
CABLE ONE INC. May 15, 2025 To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers for 2024.
Say-on-Pay
Board For Split
7 FOR, 1 AGAINST
FOR
8 funds
CABOT CORP. March 13, 2025 Election of Directors: Frank A. Wilson
Director Elections
Board For Split
5 FOR, 5 AGAINST
FOR
10 funds
CABOT CORP. March 13, 2025 Election of Directors: Michael M. Morrow
Director Elections
Board For Split
5 FOR, 5 AGAINST
FOR
10 funds
CABOT CORP. March 13, 2025 Election of Directors: Michelle E. Williams
Director Elections
Board For Split
5 FOR, 5 AGAINST
FOR
10 funds
CACTUS INC. May 13, 2025 Election of Class II Directors: Alan Semple
Director Elections
Board For Split
3 FOR, 4 ABSTAIN
FOR
7 funds
CADENCE DESIGN SYSTEMS INC. May 8, 2025 Advisory resolution to approve named executive officer compensation.
Say-on-Pay
Board For Split
22 FOR, 2 AGAINST
FOR
14 funds
CADENCE DESIGN SYSTEMS INC. May 8, 2025 Election of Directors: Alberto Sangiovanni-Vincentelli
Director Elections
Board For Split
23 FOR, 1 AGAINST
FOR
12 funds
CADENCE DESIGN SYSTEMS INC. May 8, 2025 Election of Directors: Mark W. Adams
Director Elections
Board For Split
17 FOR, 6 AGAINST
FOR
12 funds
CADIZ INC. June 12, 2025 Advisory vote on executive compensation as disclosed in the proxy materials.
Say-on-Pay
Board For Split
5 FOR, 2 AGAINST
FOR
3 funds
CADIZ INC. June 12, 2025 ELECTION OF DIRECTORS: Barbara A. Lloyd
Director Elections
Board For Split
5 FOR, 2 WITHHOLD
FOR
2 funds
CADIZ INC. June 12, 2025 ELECTION OF DIRECTORS: Kenneth T. Lombard
Director Elections
Board For Split
5 FOR, 2 WITHHOLD
FOR
2 funds
CADIZ INC. June 12, 2025 ELECTION OF DIRECTORS: Maria Dreyfus
Director Elections
Board For Split
5 FOR, 2 WITHHOLD
FOR
2 funds
CADIZ INC. June 12, 2025 ELECTION OF DIRECTORS: Maria Echaveste
Director Elections
Board For Split
5 FOR, 2 WITHHOLD
FOR
2 funds
CADIZ INC. June 12, 2025 ELECTION OF DIRECTORS: Richard Polanco
Director Elections
Board For Split
5 FOR, 2 WITHHOLD
FOR
2 funds
CADIZ INC. June 12, 2025 ELECTION OF DIRECTORS: Stephen E. Courter
Director Elections
Board For Split
5 FOR, 2 WITHHOLD
FOR
2 funds
CADIZ INC. June 12, 2025 ELECTION OF DIRECTORS: Winston Hickox
Director Elections
Board For Split
5 FOR, 2 WITHHOLD
FOR
2 funds
CADIZ INC. June 12, 2025 The approval of an amendment to the Cadiz Inc. 2019 Equity Incentive Plan, as amended, to increase the total number of shares reserved for issuance under the Plan.
Compensation
Board For Split
7 FOR, 1 ABSTAIN
FOR
2 funds
CAESARS ENTERTAINMENT INC. June 10, 2025 COMPANY PROPOSAL: ADVISORY VOTE TO APPROVE NAMED EXECUTIVE OFFICER COMPENSATION.
Say-on-Pay
Board For Split
1 FOR, 17 AGAINST
AGAINST
15 funds
CALIFORNIA WATER SERVICE GROUP May 28, 2025 Advisory vote to approve executive compensation.
Say-on-Pay
Board For Split
4 FOR, 2 AGAINST
AGAINST
8 funds
CALIX INC. May 8, 2025 To approve the Calix, Inc. Fourth Amended and Restated 2019 Equity Incentive Award Plan.
Compensation
Board For Split
4 FOR, 4 AGAINST
AGAINST
7 funds
CAPRICOR THERAPEUTICS INC. May 22, 2025 ELECTION OF DIRECTORS: George Dunbar
Director Elections
Board For Split
2 FOR, 6 WITHHOLD
FOR
2 funds
CARDIFF ONCOLOGY INC. June 26, 2025 Proposal to approve, on an advisory basis, the compensation of the Company's named executive officers.
Say-on-Pay
Board For Split
6 FOR, 2 AGAINST
FOR
2 funds
CARDLYTICS INC. May 20, 2025 Advisory vote to approve compensation of named executive officers.
Say-on-Pay
Board For Split
4 FOR, 2 AGAINST
AGAINST
3 funds
CARDLYTICS INC. May 20, 2025 Approval of the Cardlytics, Inc. 2025 Equity Incentive Plan.
Compensation
Board For Split
4 FOR, 2 AGAINST
FOR
2 funds
CAREDX INC. June 12, 2025 Approval of an amendment to 2024 Equity Incentive Plan.
Compensation
Board For Split
5 FOR, 2 AGAINST
FOR
5 funds
CARGURUS INC. June 4, 2025 To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers for 2024.
Say-on-Pay
Board For Split
5 FOR, 4 AGAINST
AGAINST
9 funds
CARIBOU BIOSCIENCES INC. June 12, 2025 To elect two Class I directors to serve until the Company's 2028 annual meeting of stockholders and until their respective successors are duly elected and qualified or until their earlier death, resignation or removal. The two nominees for election are: Scott Braunstein, M.D.
Director Elections
Board For Split
4 FOR, 2 WITHHOLD
FOR
4 funds
CARLISLE C April 30, 2025 To approve, on an advisory basis, the Company's named executive officer compensation in 2024.
Say-on-Pay
Board Not determined Split
10 FOR, 1 AGAINST
FOR
15 funds
CARLISLE C April 30, 2025 To elect the three directors nominated by the Board of Directors: C. David Myers
Director Elections
Board Not determined Split
4 FOR, 6 AGAINST
FOR
13 funds
CARLISLE C April 30, 2025 To elect the three directors nominated by the Board of Directors: D. Christian Koch
Director Elections
Board Not determined Split
4 FOR, 6 AGAINST
FOR
13 funds
CARLISLE C April 30, 2025 To elect the three directors nominated by the Board of Directors: Jonathan R. Collins
Director Elections
Board Not determined Split
4 FOR, 6 AGAINST
FOR
13 funds
CARRIAGE SERVICES INC. May 13, 2025 To approve on an advisory basis our 2024 Named Executive Officers' compensation.
Say-on-Pay
Board For Split
5 FOR, 2 AGAINST
FOR
8 funds
CARRIER GLOBAL CORP. April 9, 2025 Advisory Vote to Approve Named Executive Officer Compensation
Say-on-Pay
Board For Split
6 FOR, 12 AGAINST
FOR
15 funds
CARS.COM INC. June 4, 2025 Approval of the Amended and Restated Cars.com Inc. Omnibus Incentive Compensation Plan.
Compensation
Board For Split
3 FOR, 3 AGAINST
FOR
8 funds
CARTESIAN THERAPEUTICS INC. June 13, 2025 To approve, on a non-binding and advisory basis, a resolution approving the compensation of Cartesian Therapeutics, Inc.'s named executive officers, as described in the accompanying proxy statement under "Executive and Director Compensation."
Say-on-Pay
Board For Split
4 FOR, 2 AGAINST
FOR
3 funds
CARVANA CO. May 5, 2025 Election of Class II Director Nominees: Dan Quayle
Director Elections
Board For Split
3 FOR, 4 WITHHOLD
FOR
10 funds
CARVANA CO. May 5, 2025 Election of Class II Director Nominees: Gregory Sullivan
Director Elections
Board For Split
3 FOR, 4 WITHHOLD
WITHHOLD
10 funds
CATERPILLAR INC. June 11, 2025 Advisory Vote to Approve Executive Compensation
Say-on-Pay
Board For Split
21 FOR, 1 AGAINST
FOR
18 funds
CATERPILLAR INC. June 11, 2025 Election of Directors: David W. MacLennan
Director Elections
Board For Split
21 FOR, 1 AGAINST
FOR
16 funds
CATERPILLAR INC. June 11, 2025 Ratification of our Independent Registered Public Accounting Firm
Audit-related
Board For Split
21 FOR, 1 AGAINST
FOR
16 funds
CAVA GROUP INC. June 20, 2025 Election of Class II Directors: Benjamin Felt
Director Elections
Board For Split
5 FOR, 2 WITHHOLD
FOR
9 funds
CAVA GROUP INC. June 20, 2025 Election of Class II Directors: Ronald Shaich
Director Elections
Board For Split
5 FOR, 2 WITHHOLD
FOR
9 funds
CAVCO INDUSTRIES INC. July 30, 2024 Election of Directors: Steven G. Bunger
Director Elections
Board For Split
4 FOR, 2 AGAINST
FOR
7 funds
CAVCO INDUSTRIES INC. July 30, 2024 Election of Directors: Steven W. Moster
Director Elections
Board For Split
4 FOR, 2 AGAINST
AGAINST
7 funds
CBIZ INC. October 23, 2024 Stock Issuance Proposal-To consider and vote upon a proposal to approve, for purposes of complying with applicable NYSE listing rules, the issuance of more than 20% of the Company's issued and outstanding shares of Common Stock, par value $0.01 per share, in connection with the Agreement and Plan of Merger, dated as of July 30, 2024, by and among the Company, Marcum LLP and the other parties thereto.
Extraordinary Transactions
Board For Split
3 FOR, 3 ABSTAIN
FOR
7 funds
CBIZ INC. May 15, 2025 Election of Directors: Rick L. Burdick
Director Elections
Board For Split
4 FOR, 3 AGAINST
FOR
7 funds
CBOE GLOBAL MARKETS INC. May 6, 2025 Approve, in a non-binding resolution, the compensation paid to our executive officers.
Say-on-Pay
Board For Split
20 FOR, 1 AGAINST
FOR
16 funds
CCC INTELLIGENT SOLUTIONS HOLDINGS INC. May 22, 2025 To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as set forth in the Proxy Statement for the Annual Meeting.
Say-on-Pay
Board For Split
1 FOR, 4 AGAINST
AGAINST
13 funds
CDW CORP. May 20, 2025 To approve, on an advisory basis, named executive officer compensation.
Say-on-Pay
Board For Split
23 FOR, 1 AGAINST
FOR
16 funds
CELCUITY INC. May 13, 2025 To approve, by a non-binding and advisory vote, compensation of the named executive officers.
Say-on-Pay
Board For Split
5 FOR, 2 AGAINST
AGAINST
5 funds
CENCORA INC. March 6, 2025 Advisory vote to approve the fiscal 2024 compensation of Cencora, Inc.'s named executive officers.
Say-on-Pay
Board For Split
22 FOR, 1 AGAINST
FOR
15 funds
CENCORA INC. March 6, 2025 Election of eleven directors: Lon R. Greenberg
Director Elections
Board For Split
22 FOR, 1 AGAINST
FOR
14 funds
CENCORA INC. March 6, 2025 Ratify the appointment of Ernst & Young LLP as Cencora, Inc.'s independent registered public accounting firm for fiscal 2025.
Audit-related
Board For Split
22 FOR, 1 AGAINST
FOR
14 funds
CENTENE CORP. May 13, 2025 ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION.
Say-on-Pay
Board For Split
19 FOR, 1 AGAINST
FOR
15 funds
CENTENE CORP. May 13, 2025 APPROVAL OF THE 2025 STOCK INCENTIVE PLAN.
Human Rights or Human Capital/workforce
Board For Split
19 FOR, 1 AGAINST
FOR
13 funds
CENTURY ALUMINUM CO. June 16, 2025 Proposal to approve, on an advisory basis, the compensation of the named executive officers.
Say-on-Pay
Board For Split
3 FOR, 2 AGAINST
FOR
6 funds
CHARTER COMMUNICATIONS INC. April 22, 2025 Election of Directors: Balan Nair
Director Elections
Board For Split
6 FOR, 12 AGAINST
AGAINST
13 funds
CHARTER COMMUNICATIONS INC. April 22, 2025 Election of Directors: John D. Markley, Jr.
Director Elections
Board For Split
11 FOR, 7 AGAINST
FOR
13 funds
CHEESECAKE FACTORY INC. May 22, 2025 To approve the second amendment to The Cheesecake Factory Incorporated Stock Incentive Plan.
Compensation
Board For Split
3 FOR, 4 AGAINST
FOR
8 funds
CHEFS' WAREHOUSE INC. May 9, 2025 Election of Directors: Richard N. Peretz
Director Elections
Board For Split
3 FOR, 3 AGAINST
FOR
7 funds
CHEGG INC. June 4, 2025 To approve the Chegg, Inc. Amendment to the 2023 Equity Incentive Plan.
Compensation
Board For Split
3 FOR, 2 AGAINST
FOR
6 funds
CHEMED CORP. May 19, 2025 Approval and Adoption of the 2025 Stock Incentive Plan.
Compensation
Board For Split
3 FOR, 7 AGAINST
FOR
13 funds
CHENIERE ENERGY INC. May 15, 2025 Approve, on an advisory and non-binding basis, the compensation of the Company's named executive officers for 2024.
Say-on-Pay
Board For Split
13 FOR, 1 AGAINST
FOR
14 funds
CHIMERA INVESTMENT CORP. June 10, 2025 Election of Directors: Brian P. Reilly
Director Elections
Board For Split
3 FOR, 2 AGAINST
FOR
7 funds
CHIPOTLE MEXICAN GRILL INC. June 11, 2025 An advisory vote to approve the compensation of our executive officers as disclosed in the proxy statement ("say on pay").
Say-on-Pay
Board For Split
12 FOR, 8 AGAINST
AGAINST
16 funds
CHUBB LIMITED May 15, 2025 Election of Evan G. Greenberg as Chairman of the Board of Directors
Corporate Governance
Board For Split
19 FOR, 2 AGAINST
FOR
12 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.