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 |
|---|---|---|---|---|---|---|
| GENERAL DYNAMICS CORP. | May 7, 2025 | Election of Directors: Cecil D. Haney Director Elections |
Board | For | Split 17 FOR, 1 AGAINST |
FOR 13 funds |
| GENERAL DYNAMICS CORP. | May 7, 2025 | Election of Directors: John G. Stratton Director Elections |
Board | For | Split 13 FOR, 5 AGAINST |
FOR 13 funds |
| GENERAL MILLS INC. | September 24, 2024 | Advisory Vote on Executive Compensation. Environment or Climate |
Board | For | Split 19 FOR, 1 AGAINST |
FOR 15 funds |
| GENERAL MILLS INC. | September 24, 2024 | Election of Directors: Maria A. Sastre Director Elections |
Board | For | Split 19 FOR, 1 AGAINST |
FOR 13 funds |
| GENERAL MILLS INC. | September 24, 2024 | Ratify Appointment of the Independent Registered Public Accounting Firm. Audit-related |
Board | For | Split 19 FOR, 1 AGAINST |
FOR 13 funds |
| GENIE ENERGY LTD. | May 6, 2025 | Election of Directors: Allan Sass Director Elections |
Board | For | Split 5 FOR, 2 AGAINST |
FOR 2 funds |
| GENTEX CORP. | May 15, 2025 | To approve, on an advisory basis, compensation of the Company's named executive officers. Say-on-Pay |
Board | For | Split 9 FOR, 1 AGAINST |
FOR 14 funds |
| GENUINE PARTS CO. | April 28, 2025 | Election of Directors: P. Russell Hardin Director Elections |
Board | For | Split 15 FOR, 2 AGAINST |
FOR 14 funds |
| GENUINE PARTS CO. | April 28, 2025 | Election of Directors: Robert C. "Robin" Loudermilk, Jr. Director Elections |
Board | For | Split 11 FOR, 5 AGAINST |
FOR 14 funds |
| GEO GROUP INC. | April 29, 2025 | Election of Directors: Julie Myers Wood Director Elections |
Board | For | Split 2 FOR, 3 AGAINST |
FOR 8 funds |
| GERMAN AMERICAN BANCORP INC. | April 28, 2025 | Election of Directors: Zachary W. Bawel Director Elections |
Board | For | Split 6 FOR, 1 WITHHOLD |
FOR 5 funds |
| GITLAB INC. | June 20, 2025 | Approve, on a non-binding advisory basis, the compensation paid by GitLab Inc. to its named executive officers. Say-on-Pay |
Board | For | Split 6 FOR, 2 AGAINST |
AGAINST 9 funds |
| GLOBAL BUSINESS TRAVEL GROUP INC. | June 11, 2025 | Election of four Class III directors: Itai Wallach Director Elections |
Board | For | Split 4 FOR, 3 AGAINST |
FOR 4 funds |
| GLOBAL BUSINESS TRAVEL GROUP INC. | June 11, 2025 | Election of four Class III directors: Michael Gregory (Greg) O'Hara Director Elections |
Board | For | Split 4 FOR, 3 AGAINST |
FOR 4 funds |
| GLOBAL BUSINESS TRAVEL GROUP INC. | June 11, 2025 | Election of four Class III directors: Raymond Donald Joabar Director Elections |
Board | For | Split 4 FOR, 3 AGAINST |
FOR 4 funds |
| GLOBALSTAR INC. | May 20, 2025 | Election of Class A Directors: Benjamin G. Wolff Director Elections |
Board | For | Split 4 FOR, 4 WITHHOLD |
FOR 4 funds |
| GLOBALSTAR INC. | May 20, 2025 | Election of Class A Directors: Dr. Paul E. Jacobs Director Elections |
Board | For | Split 4 FOR, 4 WITHHOLD |
FOR 4 funds |
| GLOBUS MEDICAL INC. | June 4, 2025 | Election of Directors: Ann D. Rhoads Director Elections |
Board | For | Split 5 FOR, 4 WITHHOLD |
WITHHOLD 12 funds |
| GLOBUS MEDICAL INC. | June 4, 2025 | Election of Directors: Daniel T. Lemaitre Director Elections |
Board | For | Split 5 FOR, 4 WITHHOLD |
FOR 12 funds |
| GLOBUS MEDICAL INC. | June 4, 2025 | Election of Directors: David C. Paul Director Elections |
Board | For | Split 5 FOR, 4 WITHHOLD |
WITHHOLD 12 funds |
| GLOBUS MEDICAL INC. | June 4, 2025 | Election of Directors: Leslie V. Norwalk, Esq. Director Elections |
Board | For | Split 5 FOR, 4 WITHHOLD |
FOR 12 funds |
| GOGO INC. | June 12, 2025 | Non-binding advisory vote approving 2024 executive compensation. Say-on-Pay |
Board | For | Split 1 FOR, 7 AGAINST |
AGAINST 5 funds |
| GOLDEN ENTERTAINMENT INC. | May 22, 2025 | To approve the amendment and restatement of the Golden Entertainment, Inc. 2015 Incentive Award Plan. Compensation |
Board | For | Split 5 FOR, 2 AGAINST |
FOR 7 funds |
| GOLDMAN SACHS GROUP INC. | April 23, 2025 | Advisory Vote to Approve Executive Compensation (Say on Pay) Diversity, Equity, and Inclusion |
Board | For | Split 14 FOR, 4 AGAINST |
FOR 17 funds |
| GOLDMAN SACHS GROUP INC. | April 23, 2025 | Approval of The Goldman Sachs Amended and Restated Stock Incentive Plan (2025) Compensation |
Board | For | Split 7 FOR, 11 AGAINST |
FOR 14 funds |
| GRACO INC. | April 25, 2025 | Election of Directors: Eric P. Etchart Director Elections |
Board | For | Split 4 FOR, 4 AGAINST |
FOR 12 funds |
| GRACO INC. | April 25, 2025 | Election of Directors: J. Kevin Gilligan Director Elections |
Board | For | Split 4 FOR, 4 AGAINST |
FOR 12 funds |
| GRACO INC. | April 25, 2025 | Election of Directors: Jody H. Feragen Director Elections |
Board | For | Split 4 FOR, 4 AGAINST |
FOR 12 funds |
| GRAFTECH INTERNATIONAL LTD. | May 8, 2025 | Election of Directors: Michel J. Dumas Director Elections |
Board | For | Split 5 FOR, 2 AGAINST |
AGAINST 7 funds |
| GRAHAM HOLDINGS CO. | May 6, 2025 | Election of Directors: Christopher C. Davis Director Elections |
Board | For | Split 4 FOR, 4 AGAINST |
AGAINST 7 funds |
| GRAHAM HOLDINGS CO. | May 6, 2025 | Election of Directors: Danielle Conley Director Elections |
Board | For | Split 4 FOR, 4 AGAINST |
FOR 7 funds |
| GRAHAM HOLDINGS CO. | May 6, 2025 | Election of Directors: Tony Allen Director Elections |
Board | For | Split 4 FOR, 4 AGAINST |
FOR 7 funds |
| GRANITE CONSTRUCTION INC. | June 5, 2025 | Election of Directors: Louis E. Caldera Director Elections |
Board | For | Split 6 FOR, 3 AGAINST |
FOR 7 funds |
| GRANITE POINT MORTGAGE TRUST INC. | June 5, 2025 | To approve on an advisory basis the compensation of our named executive officers. Say-on-Pay |
Board | For | Split 4 FOR, 2 AGAINST |
AGAINST 5 funds |
| GRANITE POINT MORTGAGE TRUST INC. | June 5, 2025 | To approve the proposed Amended and Restated Granite Point Mortgage Trust Inc. 2022 Omnibus Incentive Plan. Compensation |
Board | For | Split 4 FOR, 2 AGAINST |
AGAINST 4 funds |
| GRAY MEDIA INC. | May 7, 2025 | The approval of the amendment and restatement of the Gray Media, Inc. 2022 Equity and Incentive Compensation Plan. Compensation |
Board | For | Split 6 FOR, 1 AGAINST |
AGAINST 7 funds |
| GREAT SOUTHERN BANCORP INC. | May 7, 2025 | Election of Three Directors, each for a three-year term: Earl A. Steinert, Jr. Director Elections |
Board | For | Split 4 FOR, 2 WITHHOLD |
FOR 4 funds |
| GREAT SOUTHERN BANCORP INC. | May 7, 2025 | Election of Three Directors, each for a three-year term: William V. Turner Director Elections |
Board | For | Split 4 FOR, 2 WITHHOLD |
FOR 4 funds |
| GREENE COUNTY BANCORP INC. | November 2, 2024 | Election of Directors: Jay P. Cahalan Director Elections |
Board | For | Split 2 FOR, 4 WITHHOLD |
FOR 2 funds |
| GREENWICH LIFESCIENCES INC. | December 19, 2024 | Proposal to approve an amendment to the Greenwich Life Sciences, Inc. 2019 Equity Incentive Plan to increase the number of shares of common stock reserved for issuance under such plan to 4,000,000 shares from 1,500,000 shares. Compensation |
Board | For | Split 4 FOR, 2 AGAINST |
FOR 2 funds |
| GROCERY OUTLET HOLDING CORP. | June 2, 2025 | Election of Class III Directors: Carey F. Jaros Director Elections |
Board | For | Split 2 FOR, 2 AGAINST |
FOR 7 funds |
| GUARDANT HEALTH INC. | June 18, 2025 | Election of Class I Directors: Musa Tariq Director Elections |
Board | For | Split 4 FOR, 4 WITHHOLD |
FOR 4 funds |
| GUARDANT HEALTH INC. | June 18, 2025 | Election of Class I Directors: Myrtle Potter Director Elections |
Board | For | Split 4 FOR, 4 WITHHOLD |
FOR 4 funds |
| GUARDANT HEALTH INC. | June 18, 2025 | Election of Class I Directors: Vijaya Gadde Director Elections |
Board | For | Split 4 FOR, 4 WITHHOLD |
FOR 4 funds |
| H.B. FULLER CO. | April 15, 2025 | Approval of the Third Amendment and Restatement of the H.B. Fuller Company 2020 Master Incentive Plan to increase shares and adopt certain other amendments to the Plan. Compensation |
Board | For | Split 10 FOR, 1 AGAINST |
FOR 7 funds |
| HAIN CELESTIAL GROUP INC. | October 31, 2024 | Proposal to approve the amendment to the 2022 Long Term Incentive and Stock Award Plan. Compensation |
Board | For | Split 7 FOR, 1 AGAINST |
FOR 7 funds |
| HALLADOR ENERGY CO. | May 29, 2025 | Approve, on an Advisory Basis, the Named Executive Officers' Compensation. Say-on-Pay |
Board | For | Split 2 FOR, 5 AGAINST |
FOR 3 funds |
| HALLADOR ENERGY CO. | May 29, 2025 | Election of six Directors for a one-year term: Charles R. Wesley, IV Director Elections |
Board | For | Split 5 AGAINST, 2 ABSTAIN |
FOR 2 funds |
| HALLADOR ENERGY CO. | May 29, 2025 | Election of six Directors for a one-year term: David C. Hardie Director Elections |
Board | For | Split 5 AGAINST, 2 ABSTAIN |
FOR 2 funds |
| HALLADOR ENERGY CO. | May 29, 2025 | Election of six Directors for a one-year term: David J. Lubar Director Elections |
Board | For | Split 2 FOR, 5 AGAINST |
FOR 2 funds |
| HALLADOR ENERGY CO. | May 29, 2025 | Election of six Directors for a one-year term: Zarrell Gray Director Elections |
Board | For | Split 5 FOR, 2 ABSTAIN |
FOR 2 funds |
| HANESBRANDS INC. | April 29, 2025 | To approve the amendment of the Hanesbrands Inc. 2020 Omnibus Incentive Plan as described in the proxy statement for the Annual Meeting Compensation |
Board | For | Split 8 FOR, 1 AGAINST |
FOR 7 funds |
| HARBORONE BANCORP INC. | May 13, 2025 | The election of the three Class III director nominees named in the proxy statement to serve on our Board of Directors for a term of three years and until their respective successors are duly elected and qualified: Joseph F. Casey Director Elections |
Board | For | Split 4 FOR, 2 WITHHOLD |
FOR 4 funds |
| HARTFORD INSURANCE GROUP INC. | May 21, 2025 | Consider and act on the Company's 2025 Long Term Stock Incentive Plan Compensation |
Board | For | Split 19 FOR, 1 AGAINST |
FOR 13 funds |
| HARTFORD INSURANCE GROUP INC. | May 21, 2025 | Election of Directors: Christopher J. Swift Director Elections |
Board | For | Split 19 FOR, 1 AGAINST |
FOR 13 funds |
| HARTFORD INSURANCE GROUP INC. | May 21, 2025 | Management proposal to approve, on a non-binding advisory basis, the compensation of the Company's named executive officers as disclosed in the Company's proxy statement Say-on-Pay |
Board | For | Split 19 FOR, 1 AGAINST |
FOR 15 funds |
| HARTFORD INSURANCE GROUP INC. | May 21, 2025 | Ratification of the appointment of Deloitte & Touche LLP as the independent registered public accounting firm of the Company for the fiscal year ending December 31, 2025 Shareholder Rights and Defenses |
Board | For | Split 19 FOR, 1 AGAINST |
FOR 13 funds |
| HAYWARD HOLDINGS INC. | May 22, 2025 | Election of Directors: Edward Ward Director Elections |
Board | For | Split 1 FOR, 2 WITHHOLD |
FOR 8 funds |
| HAYWARD HOLDINGS INC. | May 22, 2025 | Election of Directors: Lawrence Silber Director Elections |
Board | For | Split 1 FOR, 2 WITHHOLD |
FOR 8 funds |
| HBT FINANCIAL INC. | May 20, 2025 | Election of Directors: Allen C. Drake Director Elections |
Board | For | Split 2 FOR, 4 WITHHOLD |
FOR 4 funds |
| HBT FINANCIAL INC. | May 20, 2025 | Election of Directors: C. Alvin Bowman Director Elections |
Board | For | Split 4 FOR, 2 WITHHOLD |
FOR 4 funds |
| HBT FINANCIAL INC. | May 20, 2025 | Election of Directors: Eric E. Burwell Director Elections |
Board | For | Split 4 FOR, 2 WITHHOLD |
FOR 4 funds |
| HBT FINANCIAL INC. | May 20, 2025 | Election of Directors: Gerald E. Pfeiffer Director Elections |
Board | For | Split 4 FOR, 2 WITHHOLD |
FOR 4 funds |
| HCI GROUP INC. | June 10, 2025 | Approval, on an advisory basis, of the compensation of the named executive officers. Say-on-Pay |
Board | For | Split 4 FOR, 2 AGAINST |
AGAINST 5 funds |
| HECLA MINING CO. | May 21, 2025 | ELECTION OF CLASS III DIRECTORS: Alice Wong Director Elections |
Board | For | Split 3 FOR, 2 AGAINST |
FOR 8 funds |
| HECLA MINING CO. | May 21, 2025 | ELECTION OF CLASS III DIRECTORS: Charles B. Stanley Director Elections |
Board | For | Split 3 FOR, 2 AGAINST |
FOR 8 funds |
| HEICO CORP. | March 14, 2025 | ELECTION OF HEICO'S BOARD OF DIRECTORS FOR THE ENSUING YEAR: Adolfo Henriques Director Elections |
Board | For | Split 2 FOR, 3 AGAINST |
FOR 11 funds |
| HEICO CORP. | March 14, 2025 | ELECTION OF HEICO'S BOARD OF DIRECTORS FOR THE ENSUING YEAR: Carol F. Fine Director Elections |
Board | For | Split 2 FOR, 3 AGAINST |
FOR 11 funds |
| HEICO CORP. | March 14, 2025 | ELECTION OF HEICO'S BOARD OF DIRECTORS FOR THE ENSUING YEAR: Dr. Alan Schriesheim Director Elections |
Board | For | Split 1 FOR, 4 AGAINST |
FOR 11 funds |
| HEICO CORP. | March 14, 2025 | ELECTION OF HEICO'S BOARD OF DIRECTORS FOR THE ENSUING YEAR: Frank J. Schwitter Director Elections |
Board | For | Split 2 FOR, 3 AGAINST |
FOR 11 funds |
| HEICO CORP. | March 14, 2025 | ELECTION OF HEICO'S BOARD OF DIRECTORS FOR THE ENSUING YEAR: Julie Neitzel Director Elections |
Board | For | Split 2 FOR, 3 AGAINST |
FOR 11 funds |
| HEICO CORP. | March 14, 2025 | ELECTION OF HEICO'S BOARD OF DIRECTORS FOR THE ENSUING YEAR: Mark H. Hildebrandt Director Elections |
Board | For | Split 2 FOR, 3 AGAINST |
AGAINST 11 funds |
| HEICO CORP. | March 14, 2025 | ELECTION OF HEICO'S BOARD OF DIRECTORS FOR THE ENSUING YEAR: Thomas M. Culligan Director Elections |
Board | For | Split 2 FOR, 3 AGAINST |
FOR 11 funds |
| HELIX ENERGY SOLUTIONS GROUP INC. | May 14, 2025 | Election of two "Class I" directors to serve a three-year term of office expiring at our 2028 annual meeting: T. Mitch Little Director Elections |
Board | For | Split 4 FOR, 2 WITHHOLD |
FOR 8 funds |
| HERBALIFE LTD. | April 23, 2025 | Election of Directors: Richard H. Carmona Director Elections |
Board | For | Split 2 FOR, 4 AGAINST |
FOR 7 funds |
| HERSHEY CO. | May 6, 2025 | Approve named executive officer compensation on a non-binding advisory basis. Say-on-Pay |
Board | For | Split 9 FOR, 11 AGAINST |
FOR 17 funds |
| HERSHEY CO. | May 6, 2025 | Election of Directors: Cordel Robbin-Coker Director Elections |
Board | For | Split 11 FOR, 9 AGAINST |
FOR 15 funds |
| HERSHEY CO. | May 6, 2025 | Election of Directors: Huong Maria T. Kraus Director Elections |
Board | For | Split 8 FOR, 12 AGAINST |
FOR 15 funds |
| HERSHEY CO. | May 6, 2025 | Election of Directors: Juan R. Perez Director Elections |
Board | For | Split 6 FOR, 14 AGAINST |
AGAINST 15 funds |
| HERSHEY CO. | May 6, 2025 | Election of Directors: Kevin M. Ozan Director Elections |
Board | For | Split 11 FOR, 9 AGAINST |
FOR 15 funds |
| HERSHEY CO. | May 6, 2025 | Election of Directors: Mary Kay Haben Director Elections |
Board | For | Split 11 FOR, 9 AGAINST |
FOR 15 funds |
| HERSHEY CO. | May 6, 2025 | Election of Directors: Michele G. Buck Director Elections |
Board | For | Split 10 FOR, 10 AGAINST |
FOR 15 funds |
| HESS CORP. | May 14, 2025 | Advisory approval of the compensation of our named executive officers. Say-on-Pay |
Board | For | Split 15 FOR, 10 AGAINST |
FOR 15 funds |
| HEWLETT PACKARD ENTERPRISE CO. | April 2, 2025 | Approval of Amendment No. 4 to the Hewlett Packard Enterprise Company 2021 Stock Incentive Plan to increase the plan's shares available for issuance. Compensation |
Board | For | Split 20 FOR, 1 AGAINST |
FOR 13 funds |
| HF FOODS GROUP INC. | June 3, 2025 | Approval, on an advisory basis, of the compensation of our executive officers as disclosed in the proxy statement. Say-on-Pay |
Board | For | Split 2 FOR, 4 AGAINST |
AGAINST 2 funds |
| HF FOODS GROUP INC. | June 3, 2025 | Election of Directors: Charlotte Westfall Director Elections |
Board | For | Split 4 FOR, 2 AGAINST |
FOR 1 fund |
| HF FOODS GROUP INC. | June 3, 2025 | Election of Directors: Lisa Lim Director Elections |
Board | For | Split 4 FOR, 2 AGAINST |
FOR 1 fund |
| HF FOODS GROUP INC. | June 3, 2025 | Election of Directors: Maria Ross Director Elections |
Board | For | Split 4 FOR, 2 AGAINST |
FOR 1 fund |
| HILTON GRAND VACATIONS INC. | May 7, 2025 | Approve by non-binding vote the compensation paid to the Company's named executive officers. Say-on-Pay |
Board | For | Split 9 FOR, 1 AGAINST |
FOR 8 funds |
| HIMS & HERS HEALTH INC. | June 12, 2025 | Advisory approval of the Company's executive compensation. Say-on-Pay |
Board | For | Split 4 FOR, 5 AGAINST |
FOR 6 funds |
| HOLOGIC INC. | February 26, 2025 | A non-binding advisory vote to approve executive compensation. Say-on-Pay |
Board | For | Split 20 FOR, 1 AGAINST |
FOR 15 funds |
| HOME BANCSHARES INC. | April 17, 2025 | Election of Directors: Alex R. Lieblong Director Elections |
Board | For | Split 4 FOR, 4 WITHHOLD |
FOR 10 funds |
| HOME BANCSHARES INC. | April 17, 2025 | Election of Directors: James G. Hinkle Director Elections |
Board | For | Split 4 FOR, 4 WITHHOLD |
FOR 10 funds |
| HOME BANCSHARES INC. | April 17, 2025 | Election of Directors: Thomas J. Longe Director Elections |
Board | For | Split 4 FOR, 4 WITHHOLD |
FOR 10 funds |
| HOME DEPOT INC. | May 22, 2025 | Election of Directors: Asha Sharma Director Elections |
Board | For | Split 22 FOR, 1 AGAINST |
FOR 16 funds |
| HOME DEPOT INC. | May 22, 2025 | Election of Directors: Edward P. Decker Director Elections |
Board | For | Split 22 FOR, 1 AGAINST |
FOR 16 funds |
| HOME DEPOT INC. | May 22, 2025 | Election of Directors: J. Frank Brown Director Elections |
Board | For | Split 22 FOR, 1 AGAINST |
FOR 16 funds |
| HOME DEPOT INC. | May 22, 2025 | Election of Directors: Jeffery H. Boyd Director Elections |
Board | For | Split 22 FOR, 1 AGAINST |
FOR 16 funds |
| HOME DEPOT INC. | May 22, 2025 | Ratification of the Appointment of KPMG LLP Audit-related |
Board | For | Split 22 FOR, 1 AGAINST |
FOR 16 funds |
| HORIZON BANCORP INC. | May 1, 2025 | Election of Directors: Brian W. Maass Director Elections |
Board | For | Split 5 FOR, 2 WITHHOLD |
FOR 4 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.