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 |
|---|---|---|---|---|---|---|
| EXPEDITORS INT'L OF WASHINGTON INC. | May 6, 2025 | Ratification of Independent Registered Public Accounting Firm. Audit-related |
Board | For | Split 22 FOR, 1 AGAINST |
FOR 14 funds |
| EXPEDITORS INTERNATIONAL OF WASHINGTON INC. | May 6, 2025 | Election of Directors: Brandon S. Pedersen Director Elections |
Board | For | Split 9 FOR, 13 AGAINST |
FOR 14 funds |
| EXPEDITORS INTERNATIONAL OF WASHINGTON INC. | May 6, 2025 | Election of Directors: James M. DuBois Director Elections |
Board | For | Split 21 FOR, 2 AGAINST |
FOR 14 funds |
| EXPEDITORS INTERNATIONAL OF WASHINGTON INC. | May 6, 2025 | Election of Directors: Olivia D. Polius Director Elections |
Board | For | Split 21 FOR, 2 AGAINST |
FOR 14 funds |
| EYEPOINT PHARMACEUTICALS INC. | June 18, 2025 | To approve Amendment No. 2 to the EyePoint Pharmaceuticals, Inc. 2023 Long-Term Incentive Plan to increase the number of shares of common stock authorized for issuance thereunder by 2,900,000 shares. Compensation |
Board | For | Split 5 FOR, 2 AGAINST |
FOR 2 funds |
| EYEPOINT PHARMACEUTICALS INC. | June 18, 2025 | To approve, on an advisory basis, the compensation paid to the Company's named executive officers as disclosed in the accompanying proxy statement. Say-on-Pay |
Board | For | Split 5 FOR, 2 AGAINST |
AGAINST 3 funds |
| FACTSET RESEARCH SYSTEMS INC. | December 19, 2024 | To vote on a non-binding advisory resolution to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | Split 23 FOR, 1 AGAINST |
FOR 17 funds |
| FAIR ISAAC CORP. | March 5, 2025 | To approve the advisory (non-binding) resolution relating to the named executive officer compensation as disclosed in the proxy statement. Say-on-Pay |
Board | For | Split 24 FOR, 1 AGAINST |
FOR 16 funds |
| FAIR ISAAC CORP. | March 5, 2025 | To ratify the appointment of Deloitte & Touche LLP as our independent registered public accounting firm for the fiscal year ending September 30, 2025. Audit-related |
Board | For | Split 24 FOR, 1 AGAINST |
FOR 15 funds |
| FARMER BROS. CO. | February 4, 2025 | Election of Directors: Bradley L. Radoff Director Elections |
Board | For | Split 1 FOR, 1 WITHHOLD |
FOR 1 fund |
| FARMER BROS. CO. | February 4, 2025 | Election of Directors: David A. Pace Director Elections |
Board | For | Split 1 FOR, 1 WITHHOLD |
FOR 1 fund |
| FARMERS & MERCHANTS BANCORP INC. | April 14, 2025 | Election of Directors: Kevin J. Sauder Director Elections |
Board | For | Split 2 FOR, 4 WITHHOLD |
FOR 2 funds |
| FARMERS NATIONAL BANC CORP. | April 17, 2025 | To elect three Class III directors to serve for terms of three years to expire at the Annual Meeting of Shareholders to be held in 2028: Carl D. Culp Director Elections |
Board | For | Split 4 FOR, 2 WITHHOLD |
FOR 2 funds |
| FARMLAND PARTNERS INC. | May 6, 2025 | Advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | Split 2 FOR, 4 AGAINST |
AGAINST 4 funds |
| FARO TECHNOLOGIES INC. | May 21, 2025 | Amendment to the FARO Technologies, Inc. 2022 Equity Incentive Plan to increase the number of shares reserved for issuance thereunder by 1,500,000. Compensation |
Board | For | Split 4 FOR, 2 AGAINST |
FOR 5 funds |
| FASTENAL CO. | April 24, 2025 | Approval, by non-binding vote, of executive compensation. Say-on-Pay |
Board | For | Split 22 FOR, 1 AGAINST |
FOR 20 funds |
| FASTENAL CO. | April 24, 2025 | Election of Directors: Michael J. Ancius Director Elections |
Board | For | Split 22 FOR, 1 AGAINST |
FOR 18 funds |
| FATE THERAPEUTICS INC. | May 29, 2025 | Election of Class III Directors: Dr. Shefali Agarwal Director Elections |
Board | For | Split 3 FOR, 3 WITHHOLD |
FOR 3 funds |
| FATE THERAPEUTICS INC. | May 29, 2025 | To approve the amendment and restatement of the Company's 2022 Stock Option and Incentive Plan to increase the number of shares of common stock reserved for issuance thereunder. Compensation |
Board | For | Split 3 FOR, 3 AGAINST |
FOR 3 funds |
| FATE THERAPEUTICS INC. | May 29, 2025 | To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers as disclosed in the proxy statement. Say-on-Pay |
Board | For | Split 3 FOR, 3 AGAINST |
FOR 4 funds |
| FEDEX CORP. | September 23, 2024 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | Split 20 FOR, 1 AGAINST |
FOR 15 funds |
| FEDEX CORP. | September 23, 2024 | Election of Directors: FREDERICK W. SMITH Director Elections |
Board | For | Split 20 FOR, 1 AGAINST |
FOR 12 funds |
| FEDEX CORP. | September 23, 2024 | Election of Directors: SILVIA DAVILA Director Elections |
Board | For | Split 20 FOR, 1 AGAINST |
FOR 12 funds |
| FIBROBIOLOGICS INC. | August 27, 2024 | Election of Class I Directors to hold office until 2027: Robert Hoffman Director Elections |
Board | For | Split 5 FOR, 2 AGAINST |
AGAINST 1 fund |
| FIBROBIOLOGICS INC. | June 12, 2025 | Election of Class II Directors to hold office until 2028: Matthew Link Director Elections |
Board | For | Split 5 FOR, 2 AGAINST |
AGAINST 1 fund |
| FIDELITY NAT'L INFORMATION SERVICES,INC. | June 12, 2025 | To ratify the appointment of KPMG LLP as the Company's independent registered public accounting firm for 2025. Audit-related |
Board | For | Split 21 FOR, 1 AGAINST |
FOR 15 funds |
| FIDELITY NATIONAL FINANCIAL INC. | June 11, 2025 | Approval of the redomestication of the Company from the State of Delaware to the State of Nevada by conversion. Extraordinary Transactions |
Board | For | Split 2 FOR, 4 AGAINST |
FOR 13 funds |
| FIGS INC. | June 4, 2025 | Approval, on an advisory (non-binding) basis, of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | Split 4 FOR, 2 AGAINST |
FOR 5 funds |
| FIRST AMERICAN FINANCIAL CORP. | May 13, 2025 | Election of Class III director nominees: Mark C. Oman Director Elections |
Board | For | Split 2 FOR, 4 AGAINST |
FOR 12 funds |
| FIRST AMERICAN FINANCIAL CORP. | May 13, 2025 | Election of Class III director nominees: Parker S. Kennedy Director Elections |
Board | For | Split 2 FOR, 4 AGAINST |
AGAINST 12 funds |
| FIRST AMERICAN FINANCIAL CORP. | May 13, 2025 | Election of Class III director nominees: Reginald H. Gilyard Director Elections |
Board | For | Split 2 FOR, 4 AGAINST |
FOR 12 funds |
| FIRST BANCORP | May 21, 2025 | Election of Directors: Roberto R. Herencia Director Elections |
Board | For | Split 5 FOR, 4 AGAINST |
FOR 4 funds |
| FIRST BANCSHARES INC. | October 22, 2024 | A proposal to approve, on an advisory (non-binding) basis, specified compensation that may become payable to the named executive officers of The First Bancshares, Inc. in connection with the merger. Say-on-Pay |
Board | For | Split 4 FOR, 2 AGAINST |
FOR 6 funds |
| FIRST FOUNDATION INC. | September 30, 2024 | To approve and adopt an amendment to the Company's Certificate of Incorporation, as amended, to increase the number of authorized shares of common stock from 100,000,000 shares to 200,000,000 shares. Capital Structure |
Board | For | Split 5 FOR, 2 AGAINST |
FOR 4 funds |
| FIRST FOUNDATION INC. | September 30, 2024 | To approve the issuance of shares of common stock in connection with the July 2024 Capital Raise (as defined in the accompanying proxy statement) pursuant to New York Stock Exchange listing rules. Capital Structure |
Board | For | Split 5 FOR, 2 AGAINST |
FOR 4 funds |
| FIRST FOUNDATION INC. | May 29, 2025 | Election of Directors: Jacob P. Soneshine, J.D., CFA Director Elections |
Board | For | Split 6 FOR, 2 AGAINST |
FOR 3 funds |
| FIRST HAWAIIAN INC. | April 22, 2025 | Approval of the First Hawaiian, Inc 2025 Omnibus Incentive Compensation Plan. Compensation |
Board | For | Split 4 FOR, 1 AGAINST |
FOR 8 funds |
| FIRST MID BANCSHARES INC. | April 30, 2025 | Election of Directors: Gisele A. Marcus Director Elections |
Board | For | Split 4 FOR, 2 WITHHOLD |
FOR 4 funds |
| FIRST MID BANCSHARES INC. | April 30, 2025 | Election of Directors: James E. Zimmer Director Elections |
Board | For | Split 4 FOR, 2 WITHHOLD |
FOR 4 funds |
| FIRST MID BANCSHARES INC. | April 30, 2025 | Election of Directors: Robert S. Cook Director Elections |
Board | For | Split 4 FOR, 2 WITHHOLD |
FOR 4 funds |
| FIRST WESTERN FINANCIAL INC. | June 4, 2025 | Advisory, non-binding vote to approve the compensation paid to the Company's named executive officers. Say-on-Pay |
Board | For | Split 5 FOR, 2 AGAINST |
FOR 3 funds |
| FIRSTCASH HOLDINGS INC. | June 11, 2025 | Election of Directors: Daniel R. Feehan Director Elections |
Board | For | Split 4 FOR, 5 AGAINST |
FOR 9 funds |
| FIRSTCASH HOLDINGS INC. | June 11, 2025 | Election of Directors: Marthea Davis Director Elections |
Board | For | Split 4 FOR, 5 AGAINST |
FOR 9 funds |
| FIRSTCASH HOLDINGS INC. | June 11, 2025 | Election of Directors: Paula K. Garrett Director Elections |
Board | For | Split 4 FOR, 5 AGAINST |
FOR 9 funds |
| FIRSTENERG | May 21, 2025 | Election of Directors: Paul Kaleta Director Elections |
Board | Not determined | Split 14 FOR, 3 AGAINST |
FOR 13 funds |
| FISERV INC. | May 14, 2025 | To approve, on an advisory basis, the compensation of the named executive officers of Fiserv, Inc. Say-on-Pay |
Board | For | Split 24 FOR, 1 AGAINST |
FOR 17 funds |
| FISERV INC. | May 14, 2025 | To ratify the appointment of Deloitte & Touche LLP as the independent registered public accounting firm of Fiserv, Inc. for 2025. Audit-related |
Board | For | Split 24 FOR, 1 AGAINST |
FOR 14 funds |
| FIVE BELOW | June 12, 2025 | Election of Directors: Ronald L. Sargent Director Elections |
Board | Not determined | Split 2 FOR, 6 AGAINST |
FOR 10 funds |
| FLAGSTAR FINANCIAL INC. | June 4, 2025 | An advisory vote to approve, on a non-binding basis, compensation of our named executive officers disclosed in the accompanying proxy statement. Say-on-Pay |
Board | For | Split 4 FOR, 3 AGAINST |
FOR 9 funds |
| FLAGSTAR FINANCIAL INC. | June 4, 2025 | Election of Directors: Allen C. Puwalski Director Elections |
Board | For | Split 4 FOR, 3 AGAINST |
FOR 8 funds |
| FLAGSTAR FINANCIAL INC. | June 4, 2025 | Election of Directors: Marshall Lux Director Elections |
Board | For | Split 4 FOR, 3 AGAINST |
AGAINST 8 funds |
| FLUOR CORP. | April 30, 2025 | Election of Directors: H. Paulett Eberhart Director Elections |
Board | For | Split 12 FOR, 1 AGAINST |
FOR 10 funds |
| FLUSHING FINANCIAL CORP. | May 28, 2025 | Election of Class C Directors (for a term expiring in 2028): Alfred A. DelliBovi Director Elections |
Board | For | Split 6 FOR, 2 AGAINST |
AGAINST 4 funds |
| FLUSHING FINANCIAL CORP. | May 28, 2025 | Election of Class C Directors (for a term expiring in 2028): James D. Bennett Director Elections |
Board | For | Split 6 FOR, 2 AGAINST |
FOR 4 funds |
| FMC CORP. | April 29, 2025 | Approval, by non-binding vote, of executive compensation. Say-on-Pay |
Board | For | Split 5 FOR, 11 AGAINST |
AGAINST 16 funds |
| FORD MOTOR CO. | May 8, 2025 | Election of Directors: Alexandra Ford English Director Elections |
Board | For | Split 8 FOR, 7 AGAINST |
FOR 13 funds |
| FORD MOTOR CO. | May 8, 2025 | Election of Directors: Beth E. Mooney Director Elections |
Board | For | Split 7 FOR, 8 AGAINST |
FOR 13 funds |
| FORD MOTOR CO. | May 8, 2025 | Election of Directors: Henry Ford III Director Elections |
Board | For | Split 8 FOR, 7 AGAINST |
FOR 13 funds |
| FORD MOTOR CO. | May 8, 2025 | Election of Directors: John B. Veihmeyer Director Elections |
Board | For | Split 7 FOR, 8 AGAINST |
FOR 13 funds |
| FORD MOTOR CO. | May 8, 2025 | Election of Directors: John C. May Director Elections |
Board | For | Split 7 FOR, 8 AGAINST |
FOR 13 funds |
| FORD MOTOR CO. | May 8, 2025 | Election of Directors: John L. Thornton Director Elections |
Board | For | Split 7 FOR, 8 AGAINST |
FOR 13 funds |
| FORD MOTOR CO. | May 8, 2025 | Election of Directors: John S. Weinberg Director Elections |
Board | For | Split 7 FOR, 8 AGAINST |
FOR 13 funds |
| FORD MOTOR CO. | May 8, 2025 | Election of Directors: Jon M. Huntsman, Jr. Director Elections |
Board | For | Split 8 FOR, 7 AGAINST |
AGAINST 13 funds |
| FORD MOTOR CO. | May 8, 2025 | Election of Directors: Kimberly A. Casiano Director Elections |
Board | For | Split 7 FOR, 8 AGAINST |
FOR 13 funds |
| FORD MOTOR CO. | May 8, 2025 | Election of Directors: Lynn Vojvodich Radakovich Director Elections |
Board | For | Split 7 FOR, 8 AGAINST |
FOR 13 funds |
| FORD MOTOR CO. | May 8, 2025 | Election of Directors: William Clay Ford, Jr. Director Elections |
Board | For | Split 7 FOR, 8 AGAINST |
FOR 13 funds |
| FORD MOTOR CO. | May 8, 2025 | Election of Directors: William E. Kennard Director Elections |
Board | For | Split 6 FOR, 9 AGAINST |
AGAINST 13 funds |
| FORD MOTOR CO. | May 8, 2025 | Election of Directors: William W. Helman IV Director Elections |
Board | For | Split 7 FOR, 8 AGAINST |
FOR 13 funds |
| FORTIVE CORP. | June 3, 2025 | To approve on an advisory basis Fortive's named executive officer compensation. Say-on-Pay |
Board | For | Split 20 FOR, 1 AGAINST |
FOR 15 funds |
| FORTIVE CORP. | June 3, 2025 | To approve the amendment and restatement of the 2016 Stock Incentive Plan to extend the term of the plan. Compensation |
Board | For | Split 20 FOR, 1 AGAINST |
FOR 13 funds |
| FORTUNE BRANDS INNOVATIONS INC. | May 14, 2025 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | Split 5 FOR, 4 AGAINST |
FOR 13 funds |
| FORTUNE BRANDS INNOVATIONS INC. | May 14, 2025 | Election of Class II Directors: Irial Finan Director Elections |
Board | For | Split 4 FOR, 4 AGAINST |
FOR 12 funds |
| FOX FACTORY HOLDING CORP. | May 9, 2025 | Election of Directors (term expires in 2028): Jean H. Hlay Director Elections |
Board | For | Split 4 FOR, 3 WITHHOLD |
FOR 7 funds |
| FOX FACTORY HOLDING CORP. | May 9, 2025 | Election of Directors (term expires in 2028): Thomas E. Duncan Director Elections |
Board | For | Split 4 FOR, 3 WITHHOLD |
FOR 7 funds |
| FOX FACTORY HOLDING CORP. | May 9, 2025 | To approve, on an advisory basis, the resolution approving the compensation of Fox Factory Holding Corp.'s named executive officers. Say-on-Pay |
Board | For | Split 4 FOR, 3 AGAINST |
AGAINST 8 funds |
| FRANKLIN BSP REALTY TRUST INC. | May 28, 2025 | ADVISORY VOTE ON THE COMPENSATION OF THE COMPANY'S NAMED EXECUTIVE OFFICERS Say-on-Pay |
Board | For | Split 4 FOR, 2 AGAINST |
FOR 8 funds |
| FRANKLIN E | May 2, 2025 | Elect Renee J. Peterson, Jennifer L. Sherman, and Chris Villavarayan as directors for terms expiring at the 2028 Annual Meeting of Shareholders: Renee J. Peterson Director Elections |
Board | Not determined | Split 4 FOR, 4 AGAINST |
FOR 7 funds |
| FRESH DEL MONTE PRODUCE INC. | June 5, 2025 | Elect three director nominees for a three-year term expiring at the 2028 Annual General Meeting of Shareholders: Amir Abu-Ghazaleh Director Elections |
Board | For | Split 3 FOR, 2 AGAINST |
FOR 7 funds |
| FUBOTV INC. | June 17, 2025 | Approval of an amendment to the Company's 2020 Equity Incentive Plan to, among other things, increase the number of shares of Common Stock available for issuance. Compensation |
Board | For | Split 5 FOR, 2 AGAINST |
FOR 4 funds |
| FUELCELL ENERGY INC. | April 17, 2025 | To approve, on a non-binding advisory basis, the compensation of FuelCell Energy, Inc.'s named executive officers as set forth in the "Executive Compensation" section of the Proxy Statement. Say-on-Pay |
Board | For | Split 3 FOR, 2 AGAINST |
FOR 5 funds |
| FULGENT GENETICS INC. | May 15, 2025 | Election of Directors: Michael Nohaile, Ph.D. Director Elections |
Board | For | Split 3 FOR, 3 WITHHOLD |
WITHHOLD 6 funds |
| FULGENT GENETICS INC. | May 15, 2025 | Election of Directors: Ming Hsieh Director Elections |
Board | For | Split 3 FOR, 3 WITHHOLD |
FOR 6 funds |
| FULGENT GENETICS INC. | May 15, 2025 | To approve, on an advisory basis, compensation awarded to the Company's named executive officers (Say-on-Pay). Say-on-Pay |
Board | For | Split 3 FOR, 3 AGAINST |
AGAINST 7 funds |
| FULL HOUSE RESORTS INC. | May 15, 2025 | Approval of the 2025 Equity Incentive Plan. Compensation |
Board | For | Split 7 FOR, 1 ABSTAIN |
FOR 2 funds |
| GARMIN LTD | June 6, 2025 | Advisory vote on the Swiss Statutory Compensation Report Compensation |
Board | For | Split 18 FOR, 1 AGAINST |
FOR 12 funds |
| GARMIN LTD | June 6, 2025 | Ratification of the appointment of Ernst & Young LLP as Garmin's Independent Registered Public Accounting Firm for the fiscal year ending December 27, 2025 and re-election of Ernst & Young Ltd as Garmin's statutory auditor for another one-year term Audit-related |
Board | For | Split 18 FOR, 1 AGAINST |
FOR 12 funds |
| GARMIN LTD. | June 6, 2025 | Re-election of six directors: Jonathan C. Burrell Director Elections |
Board | For | Split 16 FOR, 3 AGAINST |
FOR 12 funds |
| GARMIN LTD. | June 6, 2025 | Re-election of six directors: Joseph J. Hartnett Director Elections |
Board | For | Split 12 FOR, 6 AGAINST |
FOR 12 funds |
| GARTNER INC. | May 29, 2025 | Approval, on an advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | Split 21 FOR, 1 AGAINST |
FOR 18 funds |
| GARTNER INC. | May 29, 2025 | Election of Directors to be elected for terms expiring in 2026: Eugene A. Hall Director Elections |
Board | For | Split 21 FOR, 1 AGAINST |
FOR 15 funds |
| GARTNER INC. | May 29, 2025 | Election of Directors to be elected for terms expiring in 2026: Richard J. Bressler Director Elections |
Board | For | Split 21 FOR, 1 AGAINST |
FOR 15 funds |
| GARTNER INC. | May 29, 2025 | Election of Directors to be elected for terms expiring in 2026: William O. Grabe Director Elections |
Board | For | Split 19 FOR, 3 AGAINST |
FOR 15 funds |
| GARTNER INC. | May 29, 2025 | Ratification of the appointment of KPMG LLP as the Company's independent registered public accounting firm for the 2025 fiscal year. Audit-related |
Board | For | Split 21 FOR, 1 AGAINST |
FOR 15 funds |
| GE AEROSPACE | May 6, 2025 | Advisory Approval of Our Named Executives' Compensation Say-on-Pay |
Board | For | Split 8 FOR, 14 AGAINST |
AGAINST 16 funds |
| GE AEROSPACE | May 6, 2025 | Election of Directors: Catherine Lesjak Director Elections |
Board | For | Split 22 FOR, 1 AGAINST |
FOR 13 funds |
| GE AEROSPACE | May 6, 2025 | Election of Directors: H. Lawrence Culp, Jr. Director Elections |
Board | For | Split 22 FOR, 1 AGAINST |
FOR 13 funds |
| GE AEROSPACE | May 6, 2025 | Election of Directors: Stephen Angel Director Elections |
Board | For | Split 22 FOR, 1 AGAINST |
AGAINST 13 funds |
| GENERAC HOLDINGS INC. | June 12, 2025 | Election of Class I Directors: Aaron P. Jagdfeld Director Elections |
Board | For | Split 10 FOR, 9 AGAINST |
FOR 16 funds |
| GENERAC HOLDINGS INC. | June 12, 2025 | Election of Class I Directors: Andrew G. Lampereur Director Elections |
Board | For | Split 10 FOR, 9 AGAINST |
FOR 16 funds |
| GENERAC HOLDINGS INC. | June 12, 2025 | Election of Class I Directors: Nam T. Nguyen Director Elections |
Board | For | Split 7 FOR, 12 AGAINST |
FOR 16 funds |
← Previous Page 8 of 20 Next →
How items are matched and positions counted: see the comparison table and the methodology. Built October 25, 2026 from SEC Form N-PX filings.