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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
COUPANG INC. June 12, 2025 Election of Directors: Bom Kim
Director Elections
Board For Split
1 FOR, 2 AGAINST
FOR
6 funds
COUPANG INC. June 12, 2025 Election of Directors: Jason Child
Director Elections
Board For Split
1 FOR, 2 AGAINST
FOR
6 funds
COUPANG INC. June 12, 2025 Election of Directors: Neil Mehta
Director Elections
Board For Split
1 FOR, 3 AGAINST
FOR
6 funds
COUPANG INC. June 12, 2025 Election of Directors: Pedro Franceschi
Director Elections
Board For Split
1 FOR, 2 AGAINST
FOR
6 funds
CREDIT ACCEPTANCE CORP. June 4, 2025 Election of Directors: Glenda J. Flanagan
Director Elections
Board For Split
2 FOR, 5 WITHHOLD
WITHHOLD
12 funds
CRESCENT ENERGY CO. July 29, 2024 To approve the issuance of shares of Class A common stock, par value $0.0001 per share, of Crescent Energy Company ("Crescent") in connection with the transactions contemplated by that certain Agreement and Plan of Merger, dated May 15, 2024, by and among Crescent, Artemis Acquisition Holdings Inc., Artemis Merger Sub Inc., Artemis Merger Sub II LLC and SilverBow Resources, Inc. (the "Crescent Issuance Proposal").
Extraordinary Transactions
Board For Split
4 FOR, 2 ABSTAIN
FOR
7 funds
CROWN CASTLE INC. May 21, 2025 The non-binding, advisory vote to approve the compensation of the Company's named executive officers.
Say-on-Pay
Board For Split
13 FOR, 7 AGAINST
FOR
17 funds
CSG SYSTEMS INTERNATIONAL INC. May 14, 2025 Election of Directors: Gregory Conley
Director Elections
Board For Split
3 FOR, 2 AGAINST
FOR
7 funds
CSG SYSTEMS INTERNATIONAL INC. May 14, 2025 Election of Directors: Marwan Fawaz
Director Elections
Board For Split
3 FOR, 2 AGAINST
FOR
7 funds
CSG SYSTEMS INTERNATIONAL INC. May 14, 2025 Election of Directors: Samantha Greenberg
Director Elections
Board For Split
3 FOR, 2 AGAINST
FOR
7 funds
CSG SYSTEMS INTERNATIONAL INC. May 14, 2025 To approve, on an advisory basis, the compensation of our named executive officers.
Say-on-Pay
Board For Split
2 FOR, 3 AGAINST
FOR
8 funds
CSX CORP. May 7, 2025 Advisory (non-binding) resolution to approve compensation for the Company's named executive officers.
Say-on-Pay
Board For Split
19 FOR, 1 AGAINST
FOR
14 funds
CSX CORP. May 7, 2025 Election of Directors: John J. Zillmer
Director Elections
Board For Split
7 FOR, 13 AGAINST
FOR
12 funds
CTO REALTY GROWTH INC. June 18, 2025 Election of Directors: Mr. Christopher J. Drew
Director Elections
Board For Split
4 FOR, 2 ABSTAIN
FOR
4 funds
CTO REALTY GROWTH INC. June 18, 2025 Election of Directors: Mr. Christopher W. Haga
Director Elections
Board For Split
4 FOR, 2 ABSTAIN
FOR
4 funds
CTO REALTY GROWTH INC. June 18, 2025 Election of Directors: Mr. R. Blakeslee Gable
Director Elections
Board For Split
4 FOR, 2 ABSTAIN
FOR
4 funds
CULLINAN THERAPEUTICS INC. June 12, 2025 Proposal to vote, on an advisory basis, to approve our named executive officer compensation.
Say-on-Pay
Board For Split
5 FOR, 2 AGAINST
FOR
6 funds
CUMMINS INC. May 13, 2025 Advisory vote to approve the compensation of our named executive officers as disclosed in the proxy statement.
Say-on-Pay
Board For Split
18 FOR, 2 AGAINST
FOR
15 funds
CUMMINS INC. May 13, 2025 Election of Directors: Carla A. Harris
Director Elections
Board For Split
19 FOR, 1 AGAINST
FOR
13 funds
CUMMINS INC. May 13, 2025 Proposal to ratify the appointment of PricewaterhouseCoopers LLP as our auditors for 2025.
Audit-related
Board For Split
19 FOR, 1 AGAINST
FOR
13 funds
CURBLINE PROPERTIES CORP. May 7, 2025 Election of two Class I Directors: David R. Lukes
Director Elections
Board For Split
4 FOR, 4 AGAINST
FOR
9 funds
CUSTOMERS BANCORP INC. May 27, 2025 Election of Directors: Andrea R. Allon
Director Elections
Board For Split
3 FOR, 2 AGAINST
FOR
8 funds
CUSTOMERS BANCORP INC. May 27, 2025 Election of Directors: Bernard B. Banks
Director Elections
Board For Split
3 FOR, 2 AGAINST
FOR
8 funds
CUSTOMERS BANCORP INC. May 27, 2025 Election of Directors: Daniel K. Rothermel
Director Elections
Board For Split
3 FOR, 2 AGAINST
AGAINST
8 funds
CUTERA INC. July 15, 2024 Approval of the amendment and restatement of our 2019 Equity Incentive Plan to increase the total shares available for issuance under the 2019 Equity Incentive Plan by 2,395,275 shares.
Compensation
Board For Split
6 FOR, 3 AGAINST
FOR
1 fund
CUTERA INC. July 15, 2024 Election of Directors: Jeryl Hilleman
Director Elections
Board For Split
7 FOR, 2 AGAINST
FOR
1 fund
CUTERA INC. July 15, 2024 Election of Directors: Keith Sullivan
Director Elections
Board For Split
1 FOR, 8 AGAINST
AGAINST
1 fund
CVR ENERGY INC. June 5, 2025 To approve the Third Amended & Restated CVR Energy, Inc. 2007 Long-Term Incentive Plan.
Compensation
Board For Split
4 FOR, 3 AGAINST
FOR
7 funds
CVR ENERGY INC. June 5, 2025 To approve, on an advisory basis, our named executive officer compensation.
Say-on-Pay
Board For Split
4 FOR, 3 AGAINST
FOR
8 funds
CVS HEALTH CORP. May 15, 2025 Election of Directors: Douglas H. Shulman
Director Elections
Board For Split
20 FOR, 1 AGAINST
FOR
13 funds
CVS HEALTH CORP. May 15, 2025 Election of Directors: Leslie V. Norwalk
Director Elections
Board For Split
20 FOR, 1 AGAINST
FOR
13 funds
CVS HEALTH CORP. May 15, 2025 Say on Pay, a Proposal to Approve, on an Advisory Basis, the Company's Executive Compensation.
Shareholder Rights and Defenses
Board For Split
11 FOR, 9 AGAINST
AGAINST
16 funds
DAILY JOURNAL CORP. February 19, 2025 Election of four Directors: Steven Myhill-Jones
Director Elections
Board For Split
5 FOR, 2 AGAINST
FOR
4 funds
DAKOTA GOLD CORP. May 13, 2025 Election of Directors: Amy K. Koenig
Director Elections
Board For Split
2 FOR, 5 WITHHOLD
FOR
2 funds
DANAHER CORP. May 6, 2025 To approve on an advisory basis the Company's named executive officer compensation.
Say-on-Pay
Board For Split
24 FOR, 1 AGAINST
FOR
14 funds
DANAHER CORP. May 6, 2025 To ratify the selection of Ernst & Young LLP as Danaher's independent registered public accounting firm for the year ending December 31, 2025.
Audit-related
Board For Split
24 FOR, 1 AGAINST
FOR
12 funds
DANIMER SCIENTIFIC INC. July 9, 2024 Approval of an amendment to the Company's 2020 Long-Term Incentive Plan.
Compensation
Board For Split
5 FOR, 2 AGAINST
FOR
4 funds
DARDEN RESTAURANTS INC. September 18, 2024 To obtain non-binding advisory approval of the Company's executive compensation.
Say-on-Pay
Board For Split
20 FOR, 2 AGAINST
FOR
16 funds
DATADOG INC. June 3, 2025 To elect three Class III directors, each to hold office until our Annual Meeting of Stockholders in 2028: Titi Cole
Director Elections
Board For Split
2 FOR, 4 WITHHOLD
FOR
12 funds
DAVE & BUSTER'S ENTERTAINMENT INC. June 18, 2025 Election of Directors: Atish Shah
Director Elections
Board For Split
2 FOR, 3 AGAINST
AGAINST
7 funds
DAVE & BUSTER'S ENTERTAINMENT INC. June 18, 2025 Election of Directors: Hamish A. Dodds
Director Elections
Board For Split
2 FOR, 3 AGAINST
FOR
7 funds
DAVE INC. June 2, 2025 Director Election: Michael Pope
Director Elections
Board For Split
4 FOR, 2 WITHHOLD
WITHHOLD
2 funds
DECISIONPOINT SYSTEMS INC. July 1, 2024 The approval, on a non-binding advisory basis, of the 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 Agreement and the transactions contemplated by the Merger Agreement.
Say-on-Pay
Board For Split
1 FOR, 1 AGAINST
AGAINST
2 funds
DEERE & CO. February 26, 2025 Advisory vote to approve executive compensation ("say-on-pay")
Say-on-Pay
Board For Split
18 FOR, 2 AGAINST
FOR
14 funds
DELEK US HOLDINGS INC. April 29, 2025 Election of Directors: Shlomo Zohar
Director Elections
Board For Split
2 FOR, 4 AGAINST
FOR
7 funds
DELTA AIR LINES INC. June 19, 2025 Election of Nominees for Director: Sergio A. L. Rial
Director Elections
Board For Split
10 FOR, 7 AGAINST
FOR
13 funds
DELUXE CORP. April 24, 2025 Advisory vote (non-binding) to approve the compensation of our Named Executive Officers.
Say-on-Pay
Board For Split
4 FOR, 3 AGAINST
FOR
9 funds
DENNY'S CO. May 14, 2025 A proposal to approve the Denny's Corporation Amended and Restated 2021 Omnibus Incentive Plan.
Compensation
Board Not determined Split
9 FOR, 1 AGAINST
FOR
7 funds
DESPEGAR.COM CORP. March 4, 2025 To adopt and approve the Merger Agreement, the Plan of Merger and all transactions contemplated by the foregoing (including, without limitation, the finalization, execution and filing of the articles of merger and Plan of Merger with the Registry of Corporate Affairs in the British Virgin Islands) (the "Merger Proposal").
Extraordinary Transactions
Board For Split
5 FOR, 2 ABSTAIN
FOR
1 fund
DESTINATION XL GROUP INC. August 8, 2024 To approve amendments to our 2016 Incentive Compensation Plan, including the increase in the total number of shares of common stock authorized for issuance under the plan by 6,150,000 shares.
Compensation
Board For Split
5 FOR, 2 AGAINST
FOR
2 funds
DEVON ENERGY CORP. June 4, 2025 Advisory Vote to Approve Executive Compensation.
Say-on-Pay
Board For Split
7 FOR, 12 AGAINST
AGAINST
14 funds
DIAMOND HILL INVESTMENT GROUP INC. April 29, 2025 Approval and adoption of the Diamond Hill Investment Group, Inc. 2025 Equity and Cash Incentive Plan.
Compensation
Board For Split
5 FOR, 2 AGAINST
FOR
7 funds
DIAMOND HILL INVESTMENT GROUP INC. April 29, 2025 Approval on an advisory basis of the 2024 compensation of the Company's named executive officers.
Say-on-Pay
Board For Split
5 FOR, 2 AGAINST
FOR
8 funds
DIAMOND OFFSHORE DRILLING INC. August 27, 2024 To vote on a proposal to adopt the Agreement and Plan of Merger, dated June 9, 2024 (as it may be amended from time to time, the "merger agreement"), by and among Noble Corporation plc, a public limited company organized under the Laws of England and Wales ("Noble"), Dolphin Merger Sub 1, Inc., a Delaware corporation and indirect wholly owned subsidiary of Noble ("Merger Sub 1"), Dolphin Merger Sub 2, Inc., a Delaware corporation and indirect wholly owned subsidiary of Noble ...(due to space limits, see proxy material for full proposal).
Extraordinary Transactions
Board For Split
4 FOR, 2 ABSTAIN
FOR
7 funds
DIAMONDBACK ENERGY INC. May 21, 2025 Election of Directors: Vincent K. Brooks
Director Elections
Board For Split
20 FOR, 1 AGAINST
FOR
13 funds
DIAMONDBACK ENERGY INC. May 21, 2025 The approval, on an advisory basis, of the compensation of the Company's named executive officers.
Say-on-Pay
Board For Split
20 FOR, 1 AGAINST
FOR
14 funds
DICK'S SPORTING GOODS INC. June 11, 2025 Approval of an amendment to the Company's Certificate of Incorporation to increase the number of authorized shares of Common Stock and Class B Common Stock.
Capital Structure
Board For Split
3 FOR, 7 AGAINST
AGAINST
13 funds
DIEBOLD NI April 30, 2025 Election of Directors: Mark Gross
Director Elections
Board Not determined Split
3 FOR, 3 ABSTAIN
FOR
4 funds
DIGI INTERNATIONAL INC. February 3, 2025 Company proposal to approve the amendment and restatement of the Digi International Inc. 2021 Omnibus Incentive Plan.
Compensation
Board For Split
8 FOR, 1 AGAINST
FOR
4 funds
DIGI INTERNATIONAL INC. February 3, 2025 Election of Directors: Hatem H. Naguib
Director Elections
Board For Split
5 FOR, 3 AGAINST
FOR
4 funds
DIGI INTERNATIONAL INC. February 3, 2025 Election of Directors: Spiro C. Lazarakis
Director Elections
Board For Split
5 FOR, 3 AGAINST
FOR
4 funds
DIGITALBRIDGE GROUP INC. May 23, 2025 To approve, on a non-binding, advisory basis, named executive officer compensation.
Say-on-Pay
Board For Split
5 FOR, 3 AGAINST
FOR
8 funds
DINE BRANDS GLOBAL INC. May 14, 2025 Approval of an amendment to the Dine Brands Global, Inc. 2019 Stock Incentive Plan, as amended, to increase the reservation of common stock for issuance thereunder.
Compensation
Board For Split
5 FOR, 2 AGAINST
FOR
7 funds
DLH HOLDINGS CORP. March 13, 2025 To approve the DLH Holdings Corp. 2025 Equity Incentive Plan.
Compensation
Board For Split
6 FOR, 2 AGAINST
FOR
2 funds
DMC GLOBAL INC. May 14, 2025 Approval of the DMC Global Inc. 2025 Omnibus Incentive Plan.
Compensation
Board For Split
8 FOR, 1 AGAINST
FOR
2 funds
DOCUSIGN INC. May 29, 2025 Approval, on an advisory basis, of our named executive officers' compensation
Say-on-Pay
Board For Split
2 FOR, 7 AGAINST
AGAINST
14 funds
DOCUSIGN INC. May 29, 2025 Election of Class I Directors: Anna Marrs
Director Elections
Board For Split
4 FOR, 5 AGAINST
FOR
12 funds
DOCUSIGN INC. May 29, 2025 Election of Class I Directors: Blake J. Irving
Director Elections
Board For Split
2 FOR, 7 AGAINST
AGAINST
12 funds
DOCUSIGN INC. May 29, 2025 Election of Class I Directors: Teresa Briggs
Director Elections
Board For Split
4 FOR, 5 AGAINST
FOR
12 funds
DOLBY LABORATORIES INC. February 4, 2025 An advisory vote to approve Named Executive Officer compensation.
Say-on-Pay
Board For Split
2 FOR, 5 AGAINST
FOR
11 funds
DOLBY LABORATORIES INC. February 4, 2025 Election of Directors: Anjali Sud
Director Elections
Board For Split
2 FOR, 5 WITHHOLD
FOR
9 funds
DOLBY LABORATORIES INC. February 4, 2025 Election of Directors: Avadis Tevanian, Jr.
Director Elections
Board For Split
2 FOR, 5 WITHHOLD
FOR
9 funds
DOLBY LABORATORIES INC. February 4, 2025 Election of Directors: David Dolby
Director Elections
Board For Split
2 FOR, 5 WITHHOLD
FOR
9 funds
DOLBY LABORATORIES INC. February 4, 2025 Election of Directors: Emily Rollins
Director Elections
Board For Split
2 FOR, 5 WITHHOLD
FOR
9 funds
DOLBY LABORATORIES INC. February 4, 2025 Election of Directors: Peter Gotcher
Director Elections
Board For Split
2 FOR, 5 WITHHOLD
WITHHOLD
9 funds
DOLBY LABORATORIES INC. February 4, 2025 Election of Directors: Simon Segars
Director Elections
Board For Split
2 FOR, 5 WITHHOLD
FOR
9 funds
DOLBY LABORATORIES INC. February 4, 2025 Election of Directors: Tony Prophet
Director Elections
Board For Split
2 FOR, 5 WITHHOLD
FOR
9 funds
DOLLAR TREE INC. June 19, 2025 To approve, by a non-binding advisory vote, the compensation of the Company's named executive officers.
Say-on-Pay
Board For Split
17 FOR, 2 AGAINST
FOR
14 funds
DOMO INC. June 24, 2025 To approve, on an advisory basis, the compensation of our named executive officers.
Say-on-Pay
Board For Split
5 FOR, 3 AGAINST
AGAINST
5 funds
DONNELLEY FINANCIAL SOLUTIONS INC. May 14, 2025 To vote to amend the Company's Amended and Restated 2016 Performance Incentive Plan.
Compensation
Board For Split
4 FOR, 2 AGAINST
FOR
7 funds
DOORDASH INC. June 24, 2025 The election of the following director nominee(s): Andy Fang
Director Elections
Board For Split
9 FOR, 10 AGAINST
FOR
14 funds
DOORDASH INC. June 24, 2025 The election of the following director nominee(s): Diego Piacentini
Director Elections
Board For Split
8 FOR, 11 AGAINST
FOR
14 funds
DOORDASH INC. June 24, 2025 The election of the following director nominee(s): Jeffrey Blackburn
Director Elections
Board For Split
11 FOR, 8 AGAINST
FOR
14 funds
DOORDASH INC. June 24, 2025 The election of the following director nominee(s): John Doerr
Director Elections
Board For Split
6 FOR, 13 AGAINST
AGAINST
14 funds
DORIAN LPG LTD. September 20, 2024 Election of Directors: John C. Lycouris
Director Elections
Board For Split
4 FOR, 2 WITHHOLD
FOR
7 funds
DOUGLAS DY April 29, 2025 Election of Directors: Donald W. Sturdivant
Director Elections
Board Not determined Split
5 FOR, 2 WITHHOLD
FOR
7 funds
DOUGLAS DY April 29, 2025 Election of Directors: Margaret S. Dano
Director Elections
Board Not determined Split
5 FOR, 2 WITHHOLD
FOR
7 funds
DOVER CORP. May 2, 2025 To approve, on an advisory basis, named executive officer compensation.
Say-on-Pay
Board For Split
17 FOR, 3 AGAINST
FOR
15 funds
DRAFTKINGS INC. May 19, 2025 To conduct a non-binding advisory vote on executive compensation.
Say-on-Pay
Board For Split
7 FOR, 1 AGAINST
FOR
10 funds
DREAM FINDERS HOMES INC. June 9, 2025 Election of Directors: Justin W. Udelhofen
Director Elections
Board For Split
3 FOR, 2 AGAINST
FOR
4 funds
DREAM FINDERS HOMES INC. June 9, 2025 Election of Directors: Leonard M. Sturm
Director Elections
Board For Split
3 FOR, 2 AGAINST
FOR
4 funds
DREAM FINDERS HOMES INC. June 9, 2025 Election of Directors: Patrick O. Zalupski
Director Elections
Board For Split
3 FOR, 2 AGAINST
FOR
4 funds
DUCKHORN PORTFOLIO INC. December 23, 2024 A proposal to adopt the Agreement and Plan of Merger, dated October 6, 2024 (the "Merger Agreement"), by and among The Duckhorn Portfolio, Inc. ("Duckhorn"), Marlee Buyer, Inc. ("Parent"), and Marlee Merger Sub, Inc., a wholly owned subsidiary of Parent ("Merger Sub"). Upon the terms and subject to the conditions of the Merger Agreement, Merger Sub will merge with and into Duckhorn, with Duckhorn continuing as the surviving corporation and a wholly owned subsidiary of Parent.
Extraordinary Transactions
Board For Split
4 FOR, 2 ABSTAIN
FOR
4 funds
DUCKHORN PORTFOLIO INC. December 23, 2024 A proposal to approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to Duckhorn's named executive officers that is based on or otherwise relates to the Merger Agreement and the transactions contemplated by the Merger Agreement.
Say-on-Pay
Board For Split
4 FOR, 2 AGAINST
FOR
5 funds
DUPONT DE NEMOURS INC. May 22, 2025 Advisory Resolution to Approve Executive Compensation
Say-on-Pay
Board For Split
18 FOR, 1 AGAINST
FOR
15 funds
DUTCH BROS INC. May 13, 2025 Election of Directors: Ann Miller
Director Elections
Board For Split
4 FOR, 4 AGAINST
AGAINST
6 funds
DUTCH BROS INC. May 13, 2025 Election of Directors: Stephen Gillett
Director Elections
Board For Split
6 FOR, 2 AGAINST
FOR
6 funds
DUTCH BROS INC. May 13, 2025 Election of Directors: Todd Penegor
Director Elections
Board For Split
4 FOR, 4 AGAINST
AGAINST
6 funds
DXC TECHNOLOGY CO. July 30, 2024 Approval of an increase in the number of shares available under the DXC Technology Company 2017 Non-Employee Director Incentive Plan.
Compensation
Board For Split
5 FOR, 1 AGAINST
AGAINST
9 funds
DYCOM INDUSTRIES INC. May 22, 2025 Election of Directors: Eitan Gertel
Director Elections
Board For Split
3 FOR, 4 AGAINST
FOR
9 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.