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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
DYCOM INDUSTRIES INC. May 22, 2025 Election of Directors: Richard K. Sykes
Director Elections
Board For Split
3 FOR, 4 AGAINST
FOR
9 funds
DYNATRACE INC. August 23, 2024 Election of Class II Directors: Jill Ward
Director Elections
Board For Split
3 FOR, 5 WITHHOLD
FOR
12 funds
DYNATRACE INC. August 23, 2024 Election of Class II Directors: Kirsten O. Wolberg
Director Elections
Board For Split
3 FOR, 5 WITHHOLD
FOR
12 funds
DYNE THERAPEUTICS INC. May 30, 2025 To vote, on an advisory basis, to approve the compensation of our named executive officers.
Say-on-Pay
Board For Split
4 FOR, 3 AGAINST
AGAINST
5 funds
E.W. SCRIPPS CO. May 5, 2025 Election of Directors: Burton F. Jablin
Director Elections
Board For Split
7 FOR, 2 WITHHOLD
FOR
7 funds
E.W. SCRIPPS CO. May 5, 2025 Election of Directors: Kim Williams
Director Elections
Board For Split
7 FOR, 2 WITHHOLD
WITHHOLD
7 funds
E.W. SCRIPPS CO. May 5, 2025 Election of Directors: Nishat A. Mehta
Director Elections
Board For Split
7 FOR, 2 WITHHOLD
FOR
7 funds
EAGLE MATE August 1, 2024 Election of Directors: Mauro Gregorio
Director Elections
Board Not determined Split
3 FOR, 6 AGAINST
FOR
12 funds
EAGLE MATE August 1, 2024 Election of Directors: Rick Beckwitt
Director Elections
Board Not determined Split
3 FOR, 6 AGAINST
FOR
12 funds
EASTERN CO. April 30, 2025 Election of Directors: Charles W. Henry
Director Elections
Board For Split
1 FOR, 5 AGAINST, 2 ABSTAIN
FOR
2 funds
EASTMAN KODAK CO. May 21, 2025 Election of Directors: David P. Bovenzi
Director Elections
Board For Split
4 FOR, 2 ABSTAIN
FOR
2 funds
EASTMAN KODAK CO. May 21, 2025 Election of Directors: Jason New
Director Elections
Board For Split
4 AGAINST, 2 ABSTAIN
FOR
2 funds
EASTMAN KODAK CO. May 21, 2025 Election of Directors: Philippe D. Katz
Director Elections
Board For Split
4 FOR, 2 ABSTAIN
FOR
2 funds
EATON April 23, 2025 Approving the appointment of Ernst & Young LLP as independent auditor for 2025 and authorizing the Audit Committee of the Board of Directors to set its remuneration.
Audit-related
Board For Split
23 FOR, 1 AGAINST
FOR
12 funds
EATON CORPORATION PLC April 23, 2025 Approving, on an advisory basis, the Company's executive compensation.
Say-on-Pay
Board For Split
23 FOR, 1 AGAINST
FOR
15 funds
EATON CORPORATION PLC April 23, 2025 Election of Directors: Craig Arnold
Director Elections
Board For Split
23 FOR, 1 AGAINST
FOR
12 funds
EATON CORPORATION PLC April 23, 2025 Election of Directors: Gregory R. Page
Director Elections
Board For Split
23 FOR, 1 AGAINST
FOR
12 funds
ECOLAB May 8, 2025 Approve, on an advisory basis, the compensation of our named executive officers disclosed in the Proxy Statement.
Say-on-Pay
Board For Split
24 FOR, 1 AGAINST
FOR
16 funds
ECOLAB INC. May 8, 2025 Election of Directors: John J. Zillmer
Director Elections
Board For Split
17 FOR, 6 AGAINST
FOR
13 funds
ECOLAB INC. May 8, 2025 Election of Directors: Michel D. Doukeris
Director Elections
Board For Split
24 FOR, 1 AGAINST
FOR
13 funds
ECOLAB INC. May 8, 2025 Ratify the appointment of PricewaterhouseCoopers LLP as Ecolab's independent registered public accounting firm for the current year ending December 31, 2025.
Audit-related
Board For Split
24 FOR, 1 AGAINST
FOR
13 funds
EDISON INTERNATIONAL April 24, 2025 Approval of an Amendment and Restatement of the EIX 2007 Performance Incentive Plan
Compensation
Board For Split
19 FOR, 1 AGAINST
FOR
13 funds
EDITAS MEDICINE INC. May 29, 2025 To approve an amendment and restatement of the Company's 2015 Stock Incentive Plan.
Compensation
Board For Split
3 FOR, 3 AGAINST
FOR
4 funds
EDWARDS LIFESCIENCES CORP. May 8, 2025 Advisory Vote to Approve Named Executive Officer Compensation
Say-on-Pay
Board For Split
19 FOR, 2 AGAINST
FOR
15 funds
ELASTIC N.V. October 1, 2024 Non-binding advisory vote on the compensation of the Company's named executive officers as described in the proxy statement.
Say-on-Pay
Board For Split
5 FOR, 1 AGAINST
FOR
10 funds
ELECTRONIC ARTS INC. August 1, 2024 Advisory vote to approve named executive officer compensation.
Say-on-Pay
Board For Split
10 FOR, 11 AGAINST
FOR
14 funds
ELECTRONIC ARTS INC. August 1, 2024 Approve our Amended and Restated 2019 Equity Incentive Plan.
Compensation
Board For Split
21 FOR, 1 AGAINST
FOR
13 funds
ELECTRONIC ARTS INC. August 1, 2024 Ratification of the appointment of KPMG LLP as our independent public registered accounting firm for the fiscal year ending March 31, 2025.
Audit-related
Board For Split
21 FOR, 1 AGAINST
FOR
13 funds
ELEMENT SOLUTIONS INC. June 3, 2025 Election of Directors: Sir Martin E. Franklin
Director Elections
Board For Split
5 FOR, 1 AGAINST
FOR
10 funds
ELEVANCE HEALTH INC. May 14, 2025 Advisory vote to approve the compensation of our named executive officers.
Say-on-Pay
Board For Split
24 FOR, 1 AGAINST
FOR
15 funds
ELEVANCE HEALTH INC. May 14, 2025 Election of Directors: Bahija Jallal
Director Elections
Board For Split
22 FOR, 3 AGAINST
FOR
13 funds
ELEVANCE HEALTH INC. May 14, 2025 To ratify the appointment of Ernst & Young LLP as the independent registered public accounting firm for 2025.
Audit-related
Board For Split
24 FOR, 1 AGAINST
FOR
13 funds
ELI LILLY AND CO. May 5, 2025 Approval, on an advisory basis, of the compensation paid to the company's named executive officers.
Say-on-Pay
Board For Split
22 FOR, 1 AGAINST
FOR
18 funds
ELI LILLY AND CO. May 5, 2025 Election of the following directors, each to serve a three-year term: Juan Luciano
Director Elections
Board For Split
22 FOR, 1 AGAINST
FOR
15 funds
ELI LILLY AND CO. May 5, 2025 Election of the following directors, each to serve a three-year term: Ralph Alvarez
Director Elections
Board For Split
22 FOR, 1 AGAINST
FOR
15 funds
ELI LILLY AND CO. May 5, 2025 Ratification of the appointment of Ernst & Young LLP as the independent auditor for 2025.
Audit-related
Board For Split
22 FOR, 1 AGAINST
FOR
15 funds
EMERALD HOLDING INC. May 21, 2025 Election of Class II Directors: Lisa Klinger
Director Elections
Board For Split
4 FOR, 2 WITHHOLD
FOR
4 funds
EMERALD HOLDING INC. May 21, 2025 Election of Class II Directors: Todd Hyatt
Director Elections
Board For Split
4 FOR, 2 WITHHOLD
FOR
4 funds
ENANTA PHARMACEUTICALS INC. March 13, 2025 To approve an amendment to our 2019 Equity Incentive Plan.
Compensation
Board For Split
5 FOR, 2 AGAINST
FOR
3 funds
ENCORE ENERGY CORP. June 11, 2025 To elect eight directors for the ensuing year: William B. Harris
Director Elections
Board For Split
5 FOR, 2 WITHHOLD
FOR
1 fund
ENERGIZER HOLDINGS INC. January 24, 2025 Election of Directors: Robert V. Vitale
Director Elections
Board For Split
1 FOR, 6 AGAINST
FOR
7 funds
ENERGY RECOVERY INC. June 5, 2025 To approve, on an advisory basis, our executive compensation for the fiscal year ended December 31, 2024 as described in the Proxy Statement.
Say-on-Pay
Board For Split
4 FOR, 2 AGAINST
FOR
5 funds
ENERSYS August 1, 2024 Elect three (3) Class II director nominees: Tamara Morytko
Director Elections
Board For Split
5 FOR, 4 AGAINST
FOR
8 funds
ENFUSION INC. April 17, 2025 To adopt the Agreement and Plan of Merger, dated as of January 10, 2025 (the "Merger Agreement"), by and among Enfusion, Enfusion Ltd. LLC ("Enfusion OpCo"), Clearwater Analytics Holdings, Inc. ("Clearwater"), Poseidon Acquirer, Inc. ("Acquirer"), Poseidon Merger Sub I, Inc. ("Merger Sub") and Poseidon Merger Sub II, LLC ("Merger Sub II"), pursuant to which (i) Merger Sub II will merge with and into Enfusion OpCo (the "LLC Merger"), with Enfusion OpCo surviving the LLC Merger as an ...(due to space limits, see proxy material for full proposal).
Extraordinary Transactions
Board For Split
3 FOR, 2 ABSTAIN
FOR
4 funds
ENOVIX CORP. June 12, 2025 To approve, on an advisory basis, the compensation of our named executive officers.
Say-on-Pay
Board For Split
3 FOR, 2 AGAINST
FOR
5 funds
ENPHASE ENERGY INC. May 14, 2025 To approve an amendment and restatement of our 2021 Equity Incentive Plan to increase the number of shares of common stock authorized for issuance thereunder by 4,000,000 shares.
Compensation
Board For Split
17 FOR, 1 AGAINST
FOR
13 funds
ENPHASE ENERGY INC. May 14, 2025 To approve, on advisory basis, the compensation of our named executive officers, as disclosed in the proxy statement.
Say-on-Pay
Board For Split
9 FOR, 8 AGAINST
FOR
14 funds
ENSTAR GRO November 6, 2024 To approve, on a non-binding, advisory basis, the compensation that will or may become payable by Enstar to its named executive officers in connection with the Mergers.
Say-on-Pay
Board Not determined Split
2 FOR, 7 AGAINST
AGAINST
10 funds
ENTEGRIS INC. April 23, 2025 Approval, by non-binding vote, of the compensation paid to Entegris, Inc.'s named executive officers (advisory vote).
Say-on-Pay
Board For Split
2 FOR, 4 AGAINST
FOR
14 funds
ENTERPRISE BANCORP INC. April 3, 2025 To approve, on a non-binding, advisory basis, the compensation payable to the named executive officers of Enterprise in connection with the merger (the "Enterprise compensation proposal").
Say-on-Pay
Board For Split
4 FOR, 2 AGAINST
FOR
3 funds
ENTRADA THERAPEUTICS INC. June 11, 2025 Election of Directors: Kush M. Parmar, M.D., Ph.D.
Director Elections
Board For Split
5 FOR, 2 WITHHOLD
FOR
4 funds
ENVESTNET INC. September 24, 2024 To adopt the Agreement and Plan of Merger, dated as of July 11, 2024 (as it may be amended from time to time, the "Merger Agreement"), by and among BCPE Pequod Buyer, Inc. ("Parent"), BCPE Pequod Merger Sub, Inc., a direct, wholly-owned subsidiary of Parent ("Merger Sub"), and Envestnet, pursuant to which Merger Sub will merge with and into Envestnet (the "Merger"), with Envestnet surviving the Merger and becoming a wholly owned subsidiary of Parent, and to approve the Merger (the "Merger Proposal").
Extraordinary Transactions
Board For Split
4 FOR, 5 ABSTAIN
FOR
7 funds
ENVISTA HOLDINGS CORP. June 10, 2025 To approve an amendment to Envista's 2019 Omnibus Incentive Plan, as amended.
Compensation
Board For Split
9 FOR, 1 AGAINST
FOR
9 funds
EOG RESOUR May 21, 2025 To approve, by non-binding vote, the compensation of the Company's named executive officers.
Say-on-Pay
Board Not determined Split
20 FOR, 1 AGAINST
FOR
18 funds
EOG RESOUR May 21, 2025 To ratify the appointment by the Audit Committee of the Board of Directors of Deloitte & Touche LLP, independent registered public accounting firm, as auditors for the Company for the year ending December 31, 2025.
Audit-related
Board Not determined Split
20 FOR, 1 AGAINST
FOR
15 funds
EQUINIX INC. May 21, 2025 Approval of an amendment to the Equinix, Inc. 2020 Equity Incentive Plan to increase the number of plan shares reserved for issuance by 3.3 million shares
Corporate Governance
Board For Split
22 FOR, 2 AGAINST
FOR
16 funds
EQUINIX INC. May 21, 2025 Approval, by a non-binding advisory vote, of the compensation of our named executive officers
Say-on-Pay
Board For Split
13 FOR, 10 AGAINST
FOR
18 funds
EQUITRANS MIDSTREAM CORP. July 18, 2024 Adoption of the Agreement and Plan of Merger, dated as of March 10, 2024 (as it may be amended from time to time, the "Merger Agreement"), a copy of which is attached as Annex A to the joint proxy statement/prospectus, among Equitrans Midstream Corporation (the "Company"), EQT Corporation ("EQT"), Humpty Merger Sub Inc., an indirect wholly owned subsidiary of EQT ("Merger Sub"), and Humpty Merger Sub LLC, an indirect wholly owned subsidiary of EQT ("LLC Sub").
Extraordinary Transactions
Board For Split
6 FOR, 4 ABSTAIN
FOR
7 funds
EQUITY RESIDENTIAL June 26, 2025 Approval of Executive Compensation.
Say-on-Pay
Board For Split
21 FOR, 1 AGAINST
FOR
17 funds
EQUITY RESIDENTIAL June 26, 2025 Election of Trustees: Linda Walker Bynoe
Director Elections
Board For Split
13 FOR, 8 AGAINST
FOR
16 funds
EQUITY RESIDENTIAL June 26, 2025 Election of Trustees: Mark S. Shapiro
Director Elections
Board For Split
13 FOR, 8 AGAINST
FOR
16 funds
EQUITY RESIDENTIAL June 26, 2025 Election of Trustees: Mary Kay Haben
Director Elections
Board For Split
13 FOR, 8 AGAINST
FOR
16 funds
EQUITY RESIDENTIAL June 26, 2025 Election of Trustees: Nina P. Jones
Director Elections
Board For Split
13 FOR, 8 AGAINST
FOR
16 funds
EQUITY RESIDENTIAL June 26, 2025 Election of Trustees: Tahsinul Zia Huque
Director Elections
Board For Split
13 FOR, 8 AGAINST
FOR
16 funds
EQUITY RESIDENTIAL June 26, 2025 Ratification of the selection of Ernst & Young LLP as the Company's independent registered public accounting firm for 2025.
Audit-related
Board For Split
21 FOR, 1 AGAINST
FOR
16 funds
ESCO TECHNOLOGIES INC. February 4, 2025 Election of Directors: Gloria L. Valdez
Director Elections
Board For Split
4 FOR, 2 WITHHOLD
FOR
7 funds
ESSENTIAL UTILITIES INC. May 7, 2025 To approve an advisory vote on the compensation paid to the Company's named executive officers for 2024.
Say-on-Pay
Board For Split
4 FOR, 4 AGAINST
FOR
15 funds
ESSEX PROPERTY TRUST INC. May 13, 2025 Advisory vote to approve the Company's named executive officer compensation.
Say-on-Pay
Board For Split
18 FOR, 2 AGAINST
FOR
17 funds
ESSEX PROPERTY TRUST INC. May 13, 2025 Election of Directors: Keith R. Guericke
Director Elections
Board For Split
15 FOR, 5 AGAINST
AGAINST
16 funds
ESSEX PROPERTY TRUST INC. May 13, 2025 Ratification of the appointment of KPMG LLP as the independent registered public accounting firm for the Company for the year ending December 31, 2025.
Audit-related
Board For Split
19 FOR, 1 AGAINST
FOR
16 funds
ESTEE LAUDER COMPANIES INC. November 8, 2024 Advisory vote to approve executive compensation.
Say-on-Pay
Board For Split
7 FOR, 14 AGAINST
AGAINST
14 funds
ESTEE LAUDER COMPANIES INC. November 8, 2024 Approval of The Estee Lauder Companies Inc. Amended and Restated Fiscal 2002 Share Incentive Plan.
Compensation
Board For Split
20 FOR, 2 AGAINST
FOR
13 funds
ESTEE LAUDER COMPANIES INC. November 8, 2024 Election of four (4) Class I Directors: Arturo Nunez
Director Elections
Board For Split
12 FOR, 9 WITHHOLD
FOR
13 funds
ESTEE LAUDER COMPANIES INC. November 8, 2024 Election of four (4) Class I Directors: Barry S. Sternlicht
Director Elections
Board For Split
7 FOR, 14 WITHHOLD
WITHHOLD
13 funds
ESTEE LAUDER COMPANIES INC. November 8, 2024 Election of four (4) Class I Directors: Jennifer Hyman
Director Elections
Board For Split
4 FOR, 18 WITHHOLD
WITHHOLD
13 funds
ESTEE LAUDER COMPANIES INC. November 8, 2024 Election of four (4) Class I Directors: Paul J. Fribourg
Director Elections
Board For Split
12 FOR, 9 WITHHOLD
FOR
13 funds
EVE HOLDING INC. May 22, 2025 Election of Class III Directors: Luis Carlos Affonso
Director Elections
Board For Split
3 FOR, 2 WITHHOLD
FOR
4 funds
EVE HOLDING INC. May 22, 2025 Election of Class III Directors: Michael Amalfitano
Director Elections
Board For Split
3 FOR, 2 WITHHOLD
FOR
4 funds
EVEREST GROUP LTD. May 14, 2025 Election of Directors for a term to end in 2026: John J. Amore
Director Elections
Board For Split
22 FOR, 1 AGAINST
FOR
15 funds
EVERGY INC. May 6, 2025 Approve the 2024 compensation of our named executive officers on an advisory non-binding basis.
Say-on-Pay
Board For Split
20 FOR, 1 AGAINST
FOR
15 funds
EVERSOURCE ENERGY May 1, 2025 Consider an advisory proposal approving the compensation of our Named Executive Officers.
Say-on-Pay
Board For Split
10 FOR, 10 AGAINST
FOR
16 funds
EVERSOURCE ENERGY May 1, 2025 Ratify the selection of Deloitte & Touche LLP as our independent registered public accounting firm for 2025.
Audit-related
Board For Split
20 FOR, 1 AGAINST
FOR
14 funds
EVERSPIN TECHNOLOGIES INC. May 22, 2025 To approve, on an advisory basis, the compensation of our named executive officers.
Say-on-Pay
Board For Split
6 FOR, 2 AGAINST
FOR
3 funds
EVGO INC. May 15, 2025 Election of Directors: Badar Khan
Director Elections
Board For Split
5 FOR, 1 WITHHOLD
FOR
2 funds
EVGO INC. May 15, 2025 Election of Directors: Peter Anderson
Director Elections
Board For Split
1 FOR, 5 WITHHOLD
FOR
2 funds
EVOLENT HEALTH INC. June 5, 2025 Proposal to approve an amendment to the Amended and Restated Evolent Health, Inc. 2015 Omnibus Incentive Compensation Plan.
Compensation
Board For Split
7 FOR, 1 AGAINST
FOR
7 funds
EXP WORLD HOLDINGS INC. April 25, 2025 Election of Directors: Randall Miles
Director Elections
Board For Split
3 FOR, 3 AGAINST
FOR
8 funds
EXPAND ENERGY CORP. June 5, 2025 Election of Directors: Matthew M. Gallagher
Director Elections
Board For Split
21 FOR, 1 AGAINST
FOR
14 funds
EXPEDIA GROUP INC. June 3, 2025 Approval, on an advisory basis, of the compensation of Expedia Group's named executive officers.
Say-on-Pay
Board For Split
6 FOR, 11 AGAINST
AGAINST
14 funds
EXPEDIA GROUP INC. June 3, 2025 Election of Directors: Alex von Furstenberg
Director Elections
Board For Split
9 FOR, 8 WITHHOLD
WITHHOLD
13 funds
EXPEDIA GROUP INC. June 3, 2025 Election of Directors: Alexandr Wang*
Director Elections
Board For Split
9 FOR, 8 WITHHOLD
FOR
13 funds
EXPEDIA GROUP INC. June 3, 2025 Election of Directors: Barry Diller
Director Elections
Board For Split
8 FOR, 9 WITHHOLD
FOR
13 funds
EXPEDIA GROUP INC. June 3, 2025 Election of Directors: Beverly Anderson
Director Elections
Board For Split
9 FOR, 8 WITHHOLD
FOR
13 funds
EXPEDIA GROUP INC. June 3, 2025 Election of Directors: Chelsea Clinton
Director Elections
Board For Split
8 FOR, 9 WITHHOLD
FOR
13 funds
EXPEDIA GROUP INC. June 3, 2025 Election of Directors: Craig Jacobson
Director Elections
Board For Split
2 FOR, 16 WITHHOLD
WITHHOLD
13 funds
EXPEDIA GROUP INC. June 3, 2025 Election of Directors: Dara Khosrowshahi
Director Elections
Board For Split
5 FOR, 13 WITHHOLD
FOR
13 funds
EXPEDIA GROUP INC. June 3, 2025 Election of Directors: Henrique Dubugras
Director Elections
Board For Split
9 FOR, 8 WITHHOLD
FOR
13 funds
EXPEDIA GROUP INC. June 3, 2025 Election of Directors: M. Moina Banerjee*
Director Elections
Board For Split
9 FOR, 8 WITHHOLD
FOR
13 funds
EXPEDIA GROUP INC. June 3, 2025 Election of Directors: Patricia Menendez Cambo*
Director Elections
Board For Split
9 FOR, 8 WITHHOLD
FOR
13 funds
EXPEDITORS INT'L OF WASHINGTON INC. May 6, 2025 Advisory Vote to Approve Named Executive Officer Compensation.
Say-on-Pay
Board For Split
22 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 25, 2026 from SEC Form N-PX filings.