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 |
|---|---|---|---|---|---|---|
| CHUBB LIMITED | May 15, 2025 | Election of the Compensation Committee of the Board of Directors: David H. Sidwell Director Elections |
Board | For | Split 18 FOR, 2 AGAINST |
FOR 12 funds |
| CHUBB LIMITED | May 15, 2025 | Ratification of appointment of PricewaterhouseCoopers LLP (United States) as independent registered public accounting firm for purposes of U.S. securities law reporting Audit-related |
Board | For | Split 20 FOR, 1 AGAINST |
FOR 12 funds |
| CHUBB LTD. | May 15, 2025 | Election of the Board of Directors: David H. Sidwell Director Elections |
Board | For | Split 18 FOR, 2 AGAINST |
FOR 12 funds |
| CHUBB LTD. | May 15, 2025 | Election of the Board of Directors: Evan G. Greenberg Director Elections |
Board | For | Split 20 FOR, 1 AGAINST |
FOR 12 funds |
| CHUBB LTD. | May 15, 2025 | Election of the Board of Directors: Fred Hu Director Elections |
Board | For | Split 19 FOR, 2 AGAINST |
FOR 12 funds |
| CHURCH & D | May 1, 2025 | Ratification of the appointment of Deloitte & Touche LLP as our independent registered public accounting firm for 2025; Audit-related |
Board | Not determined | Split 21 FOR, 1 AGAINST |
FOR 13 funds |
| CHURCHILL DOWNS INC. | April 22, 2025 | Election of Class II Directors: Andrea Carter Director Elections |
Board | For | Split 4 FOR, 4 WITHHOLD |
FOR 12 funds |
| CHURCHILL DOWNS INC. | April 22, 2025 | Election of Class II Directors: R. Alex Rankin Director Elections |
Board | For | Split 4 FOR, 4 WITHHOLD |
FOR 12 funds |
| CHUY'S HOLDINGS INC. | October 10, 2024 | To adopt the Agreement and Plan of Merger, dated as of July 17, 2024, by and among Chuy's Holdings, Inc., Darden Restaurants, Inc., and Cheetah Merger Sub Inc., pursuant to which Chuy's Holdings, Inc. would be acquired by way of a merger and become an indirect, wholly-owned subsidiary of Darden Restaurants, Inc. Extraordinary Transactions |
Board | For | Split 5 FOR, 2 ABSTAIN |
FOR 4 funds |
| CIBUS INC | May 22, 2025 | Ratification of the appointment of BDO USA, P.C. as independent registered public accounting firm for the fiscal year ending December 31, 2025. Audit-related |
Board | For | Split 4 FOR, 2 AGAINST |
FOR 1 fund |
| CIGNA GROUP | April 23, 2025 | Advisory approval of executive compensation Say-on-Pay |
Board | For | Split 22 FOR, 1 AGAINST |
FOR 17 funds |
| CIGNA GROUP | April 23, 2025 | Election of Directors: David M. Cordani Director Elections |
Board | For | Split 22 FOR, 1 AGAINST |
FOR 14 funds |
| CIGNA GROUP | April 23, 2025 | Ratification of the appointment of PricewaterhouseCoopers LLP as The Cigna Group's independent registered public accounting firm for 2025 Audit-related |
Board | For | Split 22 FOR, 1 AGAINST |
FOR 14 funds |
| CINEMARK HOLDINGS INC. | May 15, 2025 | Election of Class III directors, each for a term that expires in 2028: Benjamin Chereskin Director Elections |
Board | For | Split 4 FOR, 3 WITHHOLD |
FOR 8 funds |
| CINEMARK HOLDINGS INC. | May 15, 2025 | Election of Class III directors, each for a term that expires in 2028: Kevin Mitchell Director Elections |
Board | For | Split 4 FOR, 3 WITHHOLD |
FOR 8 funds |
| CINEMARK HOLDINGS INC. | May 15, 2025 | Election of Class III directors, each for a term that expires in 2028: Raymond Syufy Director Elections |
Board | For | Split 4 FOR, 3 WITHHOLD |
FOR 8 funds |
| CINEMARK HOLDINGS INC. | May 15, 2025 | Election of Class III directors, each for a term that expires in 2028: Sean Gamble Director Elections |
Board | For | Split 4 FOR, 3 WITHHOLD |
FOR 8 funds |
| CINTAS CORP. | October 29, 2024 | Election of Directors: Joseph Scaminace Director Elections |
Board | For | Split 15 FOR, 5 AGAINST |
FOR 13 funds |
| CINTAS CORP. | October 29, 2024 | Election of Directors: Scott D. Farmer Director Elections |
Board | For | Split 20 FOR, 1 AGAINST |
FOR 13 funds |
| CINTAS CORP. | October 29, 2024 | To approve the Cintas Corporation 2016 Amended and Restated Equity and Incentive Compensation Plan. Compensation |
Board | For | Split 18 FOR, 3 AGAINST |
FOR 13 funds |
| CINTAS CORP. | October 29, 2024 | To ratify Ernst & Young LLP as our independent registered public accounting firm for fiscal year 2025. Audit-related |
Board | For | Split 20 FOR, 1 AGAINST |
FOR 13 funds |
| CISCO SYSTEMS INC. | December 9, 2024 | Approval, on an advisory basis, of executive compensation. Say-on-Pay |
Board | For | Split 10 FOR, 8 AGAINST |
AGAINST 17 funds |
| CITI TRENDS INC. | June 5, 2025 | Election of Directors: Pamela Edwards Director Elections |
Board | For | Split 2 FOR, 4 AGAINST |
AGAINST 2 funds |
| CITI TRENDS INC. | June 5, 2025 | Vote to approve an Amendment to the 2021 Incentive Plan to increase the number of shares available by 500,000 for grant. Compensation |
Board | For | Split 4 FOR, 2 AGAINST |
FOR 2 funds |
| CITIGROUP INC. | April 29, 2025 | Advisory vote to approve our 2024 Executive Compensation. Say-on-Pay |
Board | For | Split 18 FOR, 1 AGAINST |
FOR 14 funds |
| CITIGROUP INC. | April 29, 2025 | Approval of additional shares for the Citigroup 2019 Stock Incentive Plan. Compensation |
Board | For | Split 18 FOR, 1 AGAINST |
FOR 12 funds |
| CITIZENS & NORTHERN CORP. | April 24, 2025 | TO APPROVE, IN AN ADVISORY (NON-BINDING) VOTE, THE COMPENSATION OF THE COMPANY'S NAMED EXECUTIVE OFFICERS AS DISCLOSED IN THE PROXY STATEMENT. Say-on-Pay |
Board | For | Split 4 FOR, 2 AGAINST |
AGAINST 3 funds |
| CITIZENS FINANCIAL GROUP INC. | April 24, 2025 | Advisory Vote on Executive Compensation. Say-on-Pay |
Board | For | Split 11 FOR, 8 AGAINST |
AGAINST 15 funds |
| CITY HOLDING CO. | April 30, 2025 | Proposal to elect three Class II directors to serve for a term of three years: Sharon H. Rowe Director Elections |
Board | For | Split 4 FOR, 3 AGAINST |
FOR 8 funds |
| CIVITAS RESOURCES INC. | June 4, 2025 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | Split 10 FOR, 1 AGAINST |
FOR 15 funds |
| CLARIVATE PLC | May 7, 2025 | APPROVAL OF THE CLARIVATE PLC AMENDED AND RESTATED 2019 INCENTIVE AWARD PLAN. Compensation |
Board | For | Split 1 FOR, 3 AGAINST |
FOR 11 funds |
| CLARIVATE PLC | May 7, 2025 | RE-ELECTION OF DIRECTORS: Suzanne Heywood Director Elections |
Board | For | Split 3 FOR, 1 AGAINST |
FOR 11 funds |
| CLARUS CORP. | May 29, 2025 | To consider and vote on a proposal to amend and restate the Company's 2015 Stock Incentive Plan to, among other things, extend the term of such plan by 10 years and reserve 7,500,000 shares of the Company's common stock for issuance under such plan. Compensation |
Board | For | Split 5 FOR, 2 AGAINST |
FOR 2 funds |
| CLEARWATER ANALYTICS HOLDINGS INC. | June 23, 2025 | Election of Directors: Jacques Aigrain Director Elections |
Board | For | Split 3 FOR, 5 WITHHOLD |
FOR 5 funds |
| CME GROUP INC. | May 8, 2025 | Advisory vote on the compensation of our named executive officers. Say-on-Pay |
Board | For | Split 18 FOR, 1 AGAINST |
FOR 16 funds |
| CME GROUP INC. | May 8, 2025 | Election of Equity Directors: Howard J. Siegel Director Elections |
Board | For | Split 18 FOR, 1 AGAINST |
FOR 14 funds |
| CME GROUP INC. | May 8, 2025 | Election of Equity Directors: Martin J. Gepsman Director Elections |
Board | For | Split 18 FOR, 1 AGAINST |
FOR 14 funds |
| CME GROUP INC. | May 8, 2025 | Election of Equity Directors: Phyllis M. Lockett Director Elections |
Board | For | Split 17 FOR, 2 AGAINST |
FOR 14 funds |
| CME GROUP INC. | May 8, 2025 | Election of Equity Directors: Terrence A. Duffy Director Elections |
Board | For | Split 18 FOR, 1 AGAINST |
FOR 14 funds |
| CME GROUP INC. | May 8, 2025 | Election of Equity Directors: William R. Shepard Director Elections |
Board | For | Split 18 FOR, 1 AGAINST |
FOR 14 funds |
| CME GROUP INC. | May 8, 2025 | Ratification of the appointment of Ernst & Young LLP as our independent registered public accounting firm for 2025. Audit-related |
Board | For | Split 17 FOR, 2 AGAINST |
FOR 14 funds |
| CMS ENERGY CORP. | May 2, 2025 | ELECTION OF DIRECTORS: Laura H. Wright Director Elections |
Board | For | Split 11 FOR, 7 AGAINST |
FOR 13 funds |
| CNA FINANCIAL CORP. | April 30, 2025 | An advisory (non-binding) vote to approve named executive officer compensation. Say-on-Pay |
Board | For | Split 1 FOR, 3 AGAINST |
FOR 13 funds |
| COCA-COLA CO. | April 30, 2025 | Advisory vote to approve executive compensation Say-on-Pay |
Board | For | Split 24 FOR, 1 AGAINST |
FOR 18 funds |
| COCA-COLA CO. | April 30, 2025 | Election of Directors: Thomas S. Gayner Director Elections |
Board | For | Split 8 FOR, 15 AGAINST |
AGAINST 15 funds |
| COCA-COLA CO. | April 30, 2025 | Ratify the appointment of Ernst & Young LLP as Independent Auditors of the Company to serve for the 2025 fiscal year Audit-related |
Board | For | Split 24 FOR, 1 AGAINST |
FOR 15 funds |
| CODEXIS INC. | June 10, 2025 | To approve an amendment to the Codexis, Inc. 2019 Incentive Award Plan to increase the number of shares available for issuance thereunder by 8,000,000 shares. Compensation |
Board | For | Split 5 FOR, 3 AGAINST |
FOR 2 funds |
| CODEXIS INC. | June 10, 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 |
FOR 3 funds |
| COHEN & STEERS INC. | May 1, 2025 | Election of Directors: Edmond D. Villani Director Elections |
Board | For | Split 5 FOR, 3 AGAINST |
FOR 8 funds |
| COHERENT CORP. | November 14, 2024 | Non-binding advisory vote to approve compensation paid to named executive officers in fiscal year 2024. Say-on-Pay |
Board | For | Split 6 FOR, 3 AGAINST |
AGAINST 13 funds |
| COHERUS BIOSCIENCES INC. | June 11, 2025 | To vote on a non-binding, advisory basis to approve the compensation of the Company's named executive officers (a "Say-on-Pay" vote). Say-on-Pay |
Board | For | Split 5 FOR, 2 AGAINST |
AGAINST 5 funds |
| COLGATE-PALMOLIVE CO. | May 9, 2025 | Advisory vote on executive compensation. Say-on-Pay |
Board | For | Split 21 FOR, 1 AGAINST |
FOR 15 funds |
| COLGATE-PALMOLIVE CO. | May 9, 2025 | Election of directors: John P. Bilbrey Director Elections |
Board | For | Split 21 FOR, 1 AGAINST |
FOR 13 funds |
| COLGATE-PALMOLIVE CO. | May 9, 2025 | Election of directors: John T. Cahill Director Elections |
Board | For | Split 21 FOR, 1 AGAINST |
FOR 13 funds |
| COLGATE-PALMOLIVE CO. | May 9, 2025 | Ratify selection of PricewaterhouseCoopers LLP as Colgate's independent registered public accounting firm. Audit-related |
Board | For | Split 21 FOR, 1 AGAINST |
FOR 13 funds |
| COMERICA INC. | April 29, 2025 | Approval of a Non-Binding, Advisory Proposal Approving Executive Compensation Say-on-Pay |
Board | For | Split 8 FOR, 1 AGAINST |
FOR 15 funds |
| COMMERCE BANCSHARES INC. | April 25, 2025 | To elect four Directors to the 2028 Class for a term of three years: Christine B. Taylor Director Elections |
Board | For | Split 4 FOR, 3 WITHHOLD |
FOR 12 funds |
| COMMERCE BANCSHARES INC. | April 25, 2025 | To elect four Directors to the 2028 Class for a term of three years: June McAllister Fowler Director Elections |
Board | For | Split 4 FOR, 3 WITHHOLD |
FOR 12 funds |
| COMMERCE BANCSHARES INC. | April 25, 2025 | To elect four Directors to the 2028 Class for a term of three years: Todd R. Schnuck Director Elections |
Board | For | Split 4 FOR, 3 WITHHOLD |
FOR 12 funds |
| COMMERCE BANCSHARES INC. | April 25, 2025 | To elect one Director to the 2027 Class for a term of two years: Benjamin F. Rassieur, III Director Elections |
Board | For | Split 4 FOR, 3 WITHHOLD |
FOR 12 funds |
| COMMERCIAL VEHICLE GROUP INC. | May 15, 2025 | A vote on the Amended and Restated Commercial Vehicle Group, Inc. 2020 Equity Incentive Plan. Compensation |
Board | For | Split 7 FOR, 1 AGAINST |
FOR 1 fund |
| COMMSCOPE HOLDING COMPANY INC. | May 8, 2025 | Approval of additional shares under the Company's 2019 Long-Term Incentive Plan. Compensation |
Board | For | Split 4 FOR, 3 AGAINST |
FOR 8 funds |
| COMPOSECURE INC. | May 28, 2025 | A proposal to approve an amendment to the Company's Second Amended and Restated Certificate of Incorporation to increase the authorized number of shares of the Company's Common Stock from 250,000,000 shares to 1,000,000,000 shares. Capital Structure |
Board | For | Split 5 FOR, 2 AGAINST |
AGAINST 2 funds |
| COMPOSECURE INC. | May 28, 2025 | Election of Directors: Jane J. Thompson Director Elections |
Board | For | Split 2 FOR, 5 WITHHOLD |
FOR 2 funds |
| COMSTOCK RESOURCES INC. | June 3, 2025 | To elect five director nominees to our Board of Directors: Jim L. Turner Director Elections |
Board | For | Split 3 FOR, 3 WITHHOLD |
FOR 7 funds |
| CONAGRA BRANDS INC. | September 18, 2024 | Advisory vote to approve named executive officer compensation Say-on-Pay |
Board | For | Split 6 FOR, 12 AGAINST |
AGAINST 14 funds |
| CONCENTRIX | October 28, 2024 | Approval to amend the Concentrix Corporation 2020 Stock Incentive Plan, including to (i) increase the number of authorized shares thereunder by 3,000,000 shares and (ii) to remove the evergreen provision, among other amendments. Compensation |
Board | Not determined | Split 7 FOR, 1 AGAINST |
FOR 11 funds |
| CONSOLIDATED EDISON INC. | May 19, 2025 | Election of Directors: John F. Killian Director Elections |
Board | For | Split 20 FOR, 1 AGAINST |
FOR 13 funds |
| CONSOLIDATED EDISON INC. | May 19, 2025 | Election of Directors: Michael W. Ranger Director Elections |
Board | For | Split 20 FOR, 1 AGAINST |
FOR 13 funds |
| CONSOLIDATED EDISON INC. | May 19, 2025 | Election of Directors: Timothy P. Cawley Director Elections |
Board | For | Split 20 FOR, 1 AGAINST |
FOR 13 funds |
| CONSOLIDATED EDISON INC. | May 19, 2025 | Election of Directors: William J. Mulrow Director Elections |
Board | For | Split 20 FOR, 1 AGAINST |
FOR 13 funds |
| CONSOLIDATED EDISON INC. | May 19, 2025 | Ratification of appointment of independent accountants. Audit-related |
Board | For | Split 20 FOR, 1 AGAINST |
FOR 13 funds |
| CONSTELLATION BRANDS INC. | July 17, 2024 | Election of Directors: Richard Sands Director Elections |
Board | For | Split 21 FOR, 1 AGAINST |
FOR 16 funds |
| CONSTELLATION BRANDS INC. | July 17, 2024 | Election of Directors: Robert Sands Director Elections |
Board | For | Split 21 FOR, 1 AGAINST |
FOR 16 funds |
| CONTANGO ORE INC. | June 10, 2025 | Election of Directors: Brad Juneau Director Elections |
Board | For | Split 2 FOR, 5 WITHHOLD |
FOR 2 funds |
| CONTANGO ORE INC. | June 10, 2025 | Election of Directors: Darwin Green Director Elections |
Board | For | Split 2 FOR, 5 WITHHOLD |
WITHHOLD 2 funds |
| CONTANGO ORE INC. | June 10, 2025 | To conduct a non-binding, advisory vote to approve the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | Split 5 FOR, 2 AGAINST |
FOR 3 funds |
| COOPER COMPANIES INC. | April 2, 2025 | Approve, on a non-binding, advisory basis, the compensation of our Named Executive Officers. Say-on-Pay |
Board | For | Split 22 FOR, 1 AGAINST |
FOR 14 funds |
| COOPER COMPANIES INC. | April 2, 2025 | Election of Directors: Colleen E. Jay Director Elections |
Board | For | Split 22 FOR, 1 AGAINST |
FOR 13 funds |
| COOPER COMPANIES INC. | April 2, 2025 | Election of Directors: Lawrence E. Kurzius Director Elections |
Board | For | Split 22 FOR, 1 AGAINST |
FOR 13 funds |
| COOPER COMPANIES INC. | April 2, 2025 | Election of Directors: Teresa S. Madden Director Elections |
Board | For | Split 14 FOR, 8 AGAINST |
FOR 13 funds |
| COOPER-STANDARD HOLDINGS INC. | May 15, 2025 | Advisory Vote on Named Executive Officer Compensation. Say-on-Pay |
Board | For | Split 5 FOR, 2 AGAINST |
AGAINST 6 funds |
| COPART INC. | December 6, 2024 | To approve, on an advisory (non-binding) basis, the compensation of our named executive officers for the fiscal year ended July 31, 2024. Say-on-Pay |
Board | For | Split 21 FOR, 1 AGAINST |
FOR 16 funds |
| CORBUS PHARMACEUTICALS HOLDINGS INC. | May 15, 2025 | Approval, on an advisory basis, of the executive compensation of the Company's named executive officers. Say-on-Pay |
Board | For | Split 5 FOR, 2 AGAINST |
FOR 5 funds |
| CORPAY INC. | June 11, 2025 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | Split 2 FOR, 17 AGAINST |
FOR 15 funds |
| CORPAY INC. | June 11, 2025 | Elect Directors nominated by the Board of Directors for a one-year term: Hala G. Moddelmog Director Elections |
Board | For | Split 17 FOR, 2 AGAINST |
FOR 13 funds |
| CORPAY INC. | June 11, 2025 | Elect Directors nominated by the Board of Directors for a one-year term: Joseph W. Farrelly Director Elections |
Board | For | Split 12 FOR, 6 AGAINST |
FOR 13 funds |
| CORPAY INC. | June 11, 2025 | Elect Directors nominated by the Board of Directors for a one-year term: Richard Macchia Director Elections |
Board | For | Split 10 FOR, 8 AGAINST |
AGAINST 13 funds |
| CORPAY INC. | June 11, 2025 | Elect Directors nominated by the Board of Directors for a one-year term: Steven T. Stull Director Elections |
Board | For | Split 13 FOR, 5 AGAINST |
FOR 13 funds |
| COSTAR GROUP INC. | June 26, 2025 | Proposal to approve, on an advisory basis, the Company's executive compensation. Other Social Issues |
Board | For | Split 2 FOR, 12 AGAINST |
AGAINST 15 funds |
| COSTCO WHOLESALE CORP. | January 23, 2025 | Approval, on an advisory basis, of executive compensation. Say-on-Pay |
Board | For | Split 18 FOR, 1 AGAINST |
FOR 15 funds |
| COSTCO WHOLESALE CORP. | January 23, 2025 | Election of Directors: Maggie Wilderotter Director Elections |
Board | For | Split 18 FOR, 1 AGAINST |
FOR 13 funds |
| COSTCO WHOLESALE CORP. | January 23, 2025 | Ratification of selection of independent auditors. Audit-related |
Board | For | Split 18 FOR, 1 AGAINST |
FOR 13 funds |
| COTERRA ENERGY INC. | April 30, 2025 | A non-binding advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | Split 13 FOR, 7 AGAINST |
FOR 15 funds |
| COUCHBASE INC. | May 29, 2025 | Election of Class I Directors: Aleksander J. Migon Director Elections |
Board | For | Split 4 FOR, 2 WITHHOLD |
FOR 4 funds |
| COUCHBASE INC. | May 29, 2025 | Election of Class I Directors: Edward T. Anderson Director Elections |
Board | For | Split 4 FOR, 2 WITHHOLD |
FOR 4 funds |
| COUCHBASE INC. | May 29, 2025 | Election of Class I Directors: Lynn M. Christensen Director Elections |
Board | For | Split 4 FOR, 2 WITHHOLD |
FOR 4 funds |
| COUPANG INC. | June 12, 2025 | Election of Directors: Ambereen Toubassy Director Elections |
Board | For | Split 1 FOR, 2 AGAINST |
FOR 6 funds |
| COUPANG INC. | June 12, 2025 | Election of Directors: Asha Sharma Director Elections |
Board | For | Split 1 FOR, 2 AGAINST |
FOR 6 funds |
| COUPANG INC. | June 12, 2025 | Election of Directors: Benjamin Sun Director Elections |
Board | For | Split 1 FOR, 3 AGAINST |
FOR 6 funds |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 25, 2026 from SEC Form N-PX filings.