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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
374WATER INC. June 11, 2025 Approval of certain amendments to the Company's 2021 Equity Incentive Plan to (i) increase the amount of authorized common stock of the Company issuable under the 2021 Equity Incentive Plan by 12,150,000 shares and (ii) increase the individual non- employee director compensation limit to $300,000 in any calendar year.
Compensation
Board For Split
5 FOR, 2 AGAINST
FOR
2 funds
3D SYSTEMS CORP. August 30, 2024 The election of the nine directors named in the accompanying Proxy Statement: Charles G. McClure, Jr.
Director Elections
Board For Split
3 FOR, 2 AGAINST
FOR
4 funds
3D SYSTEMS CORP. August 30, 2024 The election of the nine directors named in the accompanying Proxy Statement: Claudia N. Drayton
Director Elections
Board For Split
3 FOR, 2 AGAINST
AGAINST
4 funds
3D SYSTEMS CORP. August 30, 2024 The election of the nine directors named in the accompanying Proxy Statement: Jim D. Kever
Director Elections
Board For Split
3 FOR, 2 AGAINST
FOR
4 funds
3D SYSTEMS CORP. August 30, 2024 The election of the nine directors named in the accompanying Proxy Statement: John J. Tracy
Director Elections
Board For Split
3 FOR, 2 AGAINST
FOR
4 funds
3D SYSTEMS CORP. August 30, 2024 The election of the nine directors named in the accompanying Proxy Statement: Kevin S. Moore
Director Elections
Board For Split
3 FOR, 2 AGAINST
AGAINST
4 funds
3D SYSTEMS CORP. August 30, 2024 The election of the nine directors named in the accompanying Proxy Statement: Malissia R. Clinton
Director Elections
Board For Split
3 FOR, 2 AGAINST
FOR
4 funds
3D SYSTEMS CORP. August 30, 2024 The election of the nine directors named in the accompanying Proxy Statement: Thomas W. Erickson
Director Elections
Board For Split
3 FOR, 2 AGAINST
FOR
4 funds
3D SYSTEMS CORP. August 30, 2024 The election of the nine directors named in the accompanying Proxy Statement: Vasant Padmanabhan
Director Elections
Board For Split
3 FOR, 2 AGAINST
AGAINST
4 funds
3D SYSTEMS CORP. May 16, 2025 The election of the nine directors named in the accompanying Proxy Statement: Charles G. McClure, Jr.
Director Elections
Board For Split
4 FOR, 2 AGAINST
FOR
4 funds
3D SYSTEMS CORP. May 16, 2025 The election of the nine directors named in the accompanying Proxy Statement: Jim D. Kever
Director Elections
Board For Split
4 FOR, 2 AGAINST
FOR
4 funds
3D SYSTEMS CORP. May 16, 2025 The election of the nine directors named in the accompanying Proxy Statement: John J. Tracy
Director Elections
Board For Split
4 FOR, 2 AGAINST
FOR
4 funds
3D SYSTEMS CORP. May 16, 2025 The election of the nine directors named in the accompanying Proxy Statement: Malissia R. Clinton
Director Elections
Board For Split
4 FOR, 2 AGAINST
FOR
4 funds
3D SYSTEMS CORP. May 16, 2025 The election of the nine directors named in the accompanying Proxy Statement: Thomas W. Erickson
Director Elections
Board For Split
4 FOR, 2 AGAINST
FOR
4 funds
3D SYSTEMS CORP. May 16, 2025 The election of the nine directors named in the accompanying Proxy Statement: Vasant Padmanabhan
Director Elections
Board For Split
4 FOR, 2 AGAINST
FOR
4 funds
4D MOLECULAR THERAPEUTICS INC. June 17, 2025 Election of three Class II directors to hold office until the 2028 Annual Meeting of Stockholders or until their successors are elected: Jacob Chacko, M.D., MBA
Director Elections
Board For Split
5 FOR, 2 WITHHOLD
FOR
3 funds
8X8 INC. August 15, 2024 To approve an amendment to the 2022 Equity Incentive Plan to increase the number of shares of common stock available for issuance thereunder by 14,000,000 shares.
Compensation
Board For Split
4 FOR, 4 AGAINST
FOR
5 funds
AAON INC. May 13, 2025 Election of Directors for a term ending in 2028: A.H. McElroy, II
Director Elections
Board For Split
2 FOR, 4 AGAINST
FOR
11 funds
AAON INC. May 13, 2025 Election of Directors for a term ending in 2028: Bruce Ware
Director Elections
Board For Split
2 FOR, 4 AGAINST
FOR
11 funds
ABBOTT LABORATORIES April 25, 2025 Say on Pay - An Advisory Vote on the Approval of Executive Compensation
Say-on-Pay
Board For Split
21 FOR, 1 AGAINST
FOR
17 funds
ABBVIE INC. May 9, 2025 Election of Class I Directors: Thomas C. Freyman
Director Elections
Board For Split
23 FOR, 2 AGAINST
FOR
16 funds
ABBVIE INC. May 9, 2025 Say on Pay - An advisory vote on the approval of executive compensation
Say-on-Pay
Board For Split
24 FOR, 1 AGAINST
FOR
18 funds
ABM INDUSTRIES INC. March 26, 2025 Approval of the ABM Industries Incorporated 2021 Equity and Incentive Compensation Plan (Amended and Restated).
Compensation
Board For Split
7 FOR, 1 AGAINST
FOR
7 funds
ACADIA HEALTHCARE COMPANY INC. May 29, 2025 Election of Directors: Reeve B. Waud
Director Elections
Board For Split
3 FOR, 1 AGAINST
FOR
11 funds
ACCO BRAND May 20, 2025 Approval of an amendment to the 2022 ACCO Brands Corporation Incentive Plan to increase the number of shares reserved for issuance.
Compensation
Board Not determined Split
5 FOR, 3 AGAINST
FOR
8 funds
ACCOLADE INC. March 27, 2025 To approve, on a non-binding, advisory basis, the compensation that will or may become payable by Accolade to its named executive officers in connection with the Merger.
Say-on-Pay
Board For Split
6 FOR, 3 AGAINST
FOR
5 funds
ACCURAY INC. November 21, 2024 Election of Directors: James M. Hindman
Director Elections
Board For Split
5 FOR, 2 AGAINST
FOR
2 funds
ACCURAY INC. November 21, 2024 To approve an amendment to our 2016 Equity Incentive Plan to increase the number of shares of common stock reserved for issuance under such plan.
Compensation
Board For Split
5 FOR, 2 AGAINST
FOR
2 funds
ACELYRIN INC. May 13, 2025 To adopt the Agreement and Plan of Merger, dated February 6, 2025, among Alumis Inc., Arrow Merger Sub, Inc. and ACELYRIN, Inc., as may be amended from time to time. We refer to this proposal as the "ACELYRIN merger proposal."
Extraordinary Transactions
Board For Split
4 FOR, 2 ABSTAIN
AGAINST
3 funds
ACM RESEARCH INC. June 12, 2025 Election of Directors: Haiping Dun
Director Elections
Board For Split
4 FOR, 2 WITHHOLD
WITHHOLD
4 funds
ACM RESEARCH INC. June 12, 2025 Election of Directors: Tracy Liu
Director Elections
Board For Split
4 FOR, 2 WITHHOLD
WITHHOLD
4 funds
ACRIVON THERAPEUTICS INC. June 13, 2025 Election of Class III Directors: Santhosh Palani, Ph.D., C.F.A.
Director Elections
Board For Split
5 FOR, 2 WITHHOLD
FOR
3 funds
ACUITY BRANDS INC. January 22, 2025 Ratification of the appointment of Ernst & Young LLP as the Company's independent registered public accounting firm for fiscal 2025.
Audit-related
Board For Split
8 FOR, 1 AGAINST
FOR
12 funds
ACV AUCTIONS INC. May 28, 2025 Elect two Class I directors: Robert P. Goodman
Director Elections
Board For Split
3 FOR, 4 WITHHOLD
FOR
4 funds
ADC THERAPEUTICS SA June 3, 2025 Approving amendments to article 4b of the articles of association to increase the Company's conditional share capital for employee participation: The Board of Directors is proposing that the amendments to article 4b paragraph 1 of the articles of association to increase the Company's conditional share capital for employee participation from 9,547,482 common shares (CHF 763,798.56) to 12,776,259 common shares (CHF 1,022,100.72) be approved, as follows (amendment underlined for ease of ... (due to space limits, see proxy material for full proposal).
Capital Structure
Board For Split
2 FOR, 5 AGAINST
AGAINST
1 fund
ADOBE INC. April 22, 2025 Approve, on an advisory basis, the compensation of our named executive officers.
Say-on-Pay
Board For Split
15 FOR, 9 AGAINST
FOR
16 funds
ADT INC. May 21, 2025 Advisory vote to approve the compensation of our named executive officers.
Say-on-Pay
Board For Split
1 FOR, 3 AGAINST
FOR
16 funds
ADVANCE AUTO PARTS INC. May 14, 2025 Election of the nine directors listed below: Jeffrey J. Jones II
Director Elections
Board For Split
2 FOR, 3 ABSTAIN
FOR
8 funds
ADVANCED FLOWER CAPITAL INC. May 19, 2025 Election of Director: Robert Levy
Director Elections
Board For Split
4 FOR, 2 AGAINST
FOR
2 funds
ADVANTAGE SOLUTIONS INC. May 28, 2025 To elect five Class II directors from the nominees described in the proxy statement: James M. Kilts
Director Elections
Board For Split
3 FOR, 2 WITHHOLD
FOR
6 funds
ADVERUM BIOTECHNOLOGIES INC. June 17, 2025 To approve, on an advisory basis, the compensation of our named executive officers as disclosed in the proxy statement.
Say-on-Pay
Board For Split
5 FOR, 2 AGAINST
FOR
2 funds
AEVA TECHNOLOGIES INC. June 20, 2025 Approval, on a non-binding advisory basis, the compensation of our named executive officers.
Say-on-Pay
Board For Split
5 FOR, 3 AGAINST
FOR
5 funds
AFFIRM HOLDINGS INC. December 9, 2024 To elect the three Class I nominees for director named in the accompanying proxy statement to hold office until the 2027 Annual Meeting and until their successors have been duly elected and qualified or until such director's earlier death, resignation or removal: Libor Michalek
Director Elections
Board For Split
4 FOR, 3 AGAINST
FOR
8 funds
AFLAC INC. May 5, 2025 to consider and act upon the ratification of the appointment of KPMG LLP as independent registered public accounting firm of the Company for the year ending December 31, 2025
Audit-related
Board For Split
18 FOR, 1 AGAINST
FOR
14 funds
AGCO CORP. April 24, 2025 Non-binding advisory resolution to approve the compensation of the Company's named executive officers.
Say-on-Pay
Board For Split
8 FOR, 1 AGAINST
FOR
13 funds
AGENUS INC. June 17, 2025 To approve an amendment to our Amended and Restated 2019 Equity Incentive Plan ("2019 EIP") to increase the number of shares of common stock authorized for issuance thereunder from 5,050,000 shares to 12,050,000 shares.
Compensation
Board For Split
5 FOR, 2 AGAINST
FOR
1 fund
AGENUS INC. June 17, 2025 To approve, in a non-binding advisory vote, the compensation of the Company's named executive officers.
Say-on-Pay
Board For Split
2 FOR, 5 AGAINST
AGAINST
2 funds
AGILENT TECHNOLOGIES INC. March 13, 2025 Election of Directors: To elect two directors to a three-year term. At the annual meeting, the Board of Directors intends to present the following nominees for election as directors: Otis W. Brawley, M.D.
Director Elections
Board For Split
21 FOR, 2 AGAINST
FOR
13 funds
AGILENT TECHNOLOGIES INC. March 13, 2025 To 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
15 funds
AGILENT TECHNOLOGIES INC. March 13, 2025 To ratify the Audit and Finance Committee's appointment of PricewaterhouseCoopers LLP as our independent registered public accounting firm.
Audit-related
Board For Split
22 FOR, 1 AGAINST
FOR
13 funds
AGIOS PHARMACEUTICALS INC. June 18, 2025 To elect each of the two Class III director nominees set forth in the Proxy Statement, each to serve for a three-year term expiring at the 2028 annual meeting of stockholders and until his or her respective successor is duly elected and qualified: Jacqualyn A. Fouse, Ph.D.
Director Elections
Board For Split
4 FOR, 3 WITHHOLD
FOR
4 funds
AGREE REAL May 15, 2025 To approve, by non-binding vote, executive compensation.
Say-on-Pay
Board Not determined Split
8 FOR, 1 AGAINST
FOR
15 funds
AIR TRANSPORT SERVICES GROUP INC. February 10, 2025 To approve, by advisory (non-binding) vote, the compensation that may be paid or become payable to the Company's named executive officers in connection with the consummation of the merger (the "Advisory Compensation Proposal").
Say-on-Pay
Board For Split
4 FOR, 2 AGAINST
FOR
8 funds
AIRBNB INC June 4, 2025 To approve, on an advisory (non-binding) basis, the compensation of our named executive officers.
Say-on-Pay
Board For Split
9 FOR, 11 AGAINST
FOR
15 funds
AIRSCULPT TECHNOLOGIES INC. May 7, 2025 Election of Directors: Dan Sollof
Director Elections
Board For Split
4 FOR, 2 AGAINST
AGAINST
3 funds
AKAMAI TECHNOLOGIES INC. May 14, 2025 To approve an amendment to our Second Amended and Restated 2013 Stock Incentive Plan to increase the number of shares of common stock authorized for issuance thereunder by 8,000,000 shares.
Compensation
Board For Split
18 FOR, 1 AGAINST
FOR
13 funds
ALARM.COM HOLDINGS INC. June 4, 2025 To approve the Alarm.com Holdings, Inc. 2025 Equity Incentive Plan.
Compensation
Board For Split
3 FOR, 5 AGAINST
FOR
8 funds
ALBEMARLE CORP. May 6, 2025 Advisory vote to approve the compensation of our named executive officers.
Say-on-Pay
Board For Split
9 FOR, 8 AGAINST
FOR
15 funds
ALEXANDRIA REAL ESTATE EQUITIES INC. May 13, 2025 To cast a non-binding, advisory vote on a resolution to approve the compensation of the Company's named executive officers, as more particularly described in the accompanying Proxy Statement.
Say-on-Pay
Board For Split
11 FOR, 9 AGAINST
FOR
17 funds
ALIGHT INC. July 2, 2024 To elect four Class III director nominees to our Board of Directors: William P. Foley, II
Director Elections
Board For Split
3 FOR, 2 WITHHOLD
WITHHOLD
7 funds
ALIGN TECHNOLOGY INC. May 21, 2025 Advisory Vote to Approve the Compensation of our Named Executive Officers
Say-on-Pay
Board For Split
12 FOR, 9 AGAINST
FOR
15 funds
ALIGN TECHNOLOGY INC. May 21, 2025 Approval of an Amendment to the Align Technology, Inc. 2005 Incentive Plan
Compensation
Board For Split
21 FOR, 1 ABSTAIN
FOR
14 funds
ALIGN TECHNOLOGY INC. May 21, 2025 Election of Directors: Mojdeh Poul
Director Elections
Board For Split
12 FOR, 9 AGAINST
FOR
14 funds
ALIMERA SCIENCES INC. September 4, 2024 To approve, by non-binding, advisory vote, the compensation that will or may be paid or become payable to our named executive officers that is based on or otherwise relates to the Merger.
Say-on-Pay
Board For Split
6 FOR, 2 AGAINST
AGAINST
2 funds
ALLEGION PLC June 5, 2025 Approve the compensation of our named executive officers on an advisory (non-binding) basis.
Say-on-Pay
Board For Split
18 FOR, 1 AGAINST
FOR
14 funds
ALLEGION PLC June 5, 2025 Election of Directors: Gregg C. Sengstack
Director Elections
Board For Split
18 FOR, 1 AGAINST
FOR
13 funds
ALLEGION PLC June 5, 2025 Election of Directors: Lauren B. Peters
Director Elections
Board For Split
18 FOR, 1 AGAINST
FOR
13 funds
ALLOGENE THERAPEUTICS INC. June 18, 2025 Election of Directors: Arie Belldegrun, M.D.
Director Elections
Board For Split
5 FOR, 3 WITHHOLD
FOR
4 funds
ALLOGENE THERAPEUTICS INC. June 18, 2025 Election of Directors: Elizabeth Barrett
Director Elections
Board For Split
1 FOR, 7 WITHHOLD
WITHHOLD
4 funds
ALLSTA May 29, 2025 Advisory vote to approve the compensation of the named executives.
Say-on-Pay
Board Not determined Split
25 FOR, 1 AGAINST
FOR
17 funds
ALLSTA May 29, 2025 Ratification of the appointment of Deloitte & Touche LLP as Allstate's independent registered public accountant for 2025.
Audit-related
Board Not determined Split
25 FOR, 1 AGAINST
FOR
15 funds
ALLY FINANCIAL INC. May 6, 2025 Advisory vote on executive compensation.
Say-on-Pay
Board For Split
4 FOR, 6 AGAINST
FOR
14 funds
ALPHABET INC. June 6, 2025 Election of ten directors: Frances H. Arnold
Director Elections
Board For Split
14 FOR, 11 AGAINST
FOR
14 funds
ALPHABET INC. June 6, 2025 Election of ten directors: John L. Hennessy
Director Elections
Board For Split
13 FOR, 13 AGAINST
AGAINST
14 funds
ALPHABET INC. June 6, 2025 Election of ten directors: K. Ram Shriram
Director Elections
Board For Split
14 FOR, 10 AGAINST
FOR
14 funds
ALPHABET INC. June 6, 2025 Election of ten directors: L. John Doerr
Director Elections
Board For Split
13 FOR, 11 AGAINST
AGAINST
14 funds
ALPHABET INC. June 6, 2025 Election of ten directors: Larry Page
Director Elections
Board For Split
23 FOR, 3 AGAINST
AGAINST
14 funds
ALPHABET INC. June 6, 2025 Election of ten directors: R. Martin "Marty" Chavez
Director Elections
Board For Split
18 FOR, 6 AGAINST
FOR
14 funds
ALPHABET INC. June 6, 2025 Election of ten directors: Robin L. Washington
Director Elections
Board For Split
14 FOR, 9 AGAINST
FOR
14 funds
ALPHABET INC. June 6, 2025 Ratification of the appointment of Ernst & Young LLP as Alphabet's independent registered public accounting firm for the fiscal year ending December 31, 2025
Corporate Governance
Board For Split
25 FOR, 1 AGAINST
FOR
14 funds
ALPHATEC HOLDINGS INC. June 11, 2025 Approval of an amendment to our 2016 Equity Incentive Plan.
Compensation
Board For Split
3 FOR, 2 AGAINST
FOR
4 funds
ALPINE INCOME PROPERTY TRUST INC. May 21, 2025 Advisory vote to approve executive compensation
Say-on-Pay
Board For Split
4 FOR, 2 AGAINST
FOR
3 funds
ALTA EQUIPMENT GROUP INC. May 30, 2025 Election of Directors: Sidhartha Nair
Director Elections
Board For Split
4 FOR, 2 WITHHOLD
FOR
2 funds
ALTI GLOBAL INC. June 16, 2025 To approve an amendment to the Company's 2023 Stock Incentive Plan to increase the number of shares of Class A Common Stock available for issuance under the Company's 2023 Stock Incentive Plan and the number of shares that may be issued pursuant to incentive stock options by an additional 9,010,000 shares.
Compensation
Board For Split
4 FOR, 2 AGAINST
AGAINST
4 funds
AMAZON.COM May 21, 2025 ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION
Say-on-Pay
Board For Split
25 FOR, 3 AGAINST
FOR
17 funds
AMAZON.COM May 21, 2025 RATIFICATION OF THE APPOINTMENT OF ERNST & YOUNG LLP AS INDEPENDENT AUDITORS
Audit-related
Board For Split
27 FOR, 2 AGAINST
FOR
14 funds
AMAZON.COM INC. May 21, 2025 ELECTION OF DIRECTORS: Edith W. Cooper
Director Elections
Board For Split
28 FOR, 1 AGAINST
FOR
14 funds
AMAZON.COM INC. May 21, 2025 ELECTION OF DIRECTORS: Patricia Q. Stonesifer
Director Elections
Board For Split
28 FOR, 1 AGAINST
FOR
14 funds
AMBARELLA INC. June 4, 2025 Election of Directors: Chenming Hu, Ph.D.
Director Elections
Board For Split
5 FOR, 4 WITHHOLD
FOR
5 funds
AMC NETWORKS INC June 5, 2025 Advisory vote on Named Executive Officer compensation
Say-on-Pay
Board For Split
4 FOR, 2 AGAINST
AGAINST
8 funds
AMC NETWORKS INC June 5, 2025 Vote on Proposal to Approve the Company's Amended and Restated 2016 Employee Stock Plan
Compensation
Board For Split
3 FOR, 3 AGAINST
FOR
7 funds
AMC NETWORKS INC June 5, 2025 Vote on Proposal to Approve the Company's Redomestication to the State of Nevada by Conversion
Capital Structure
Board For Split
1 FOR, 6 AGAINST
AGAINST
7 funds
AMCOR PLC November 6, 2024 Election of Directors: Andrea Bertone
Director Elections
Board For Split
15 FOR, 2 AGAINST
FOR
14 funds
AMERICA'S CAR-MART INC. August 27, 2024 To approve the America's Car-Mart, Inc. 2024 Equity Incentive Plan.
Compensation
Board For Split
4 FOR, 2 AGAINST
FOR
7 funds
AMERICAN AXLE & MANUFACTURING HOLDINGS INC. May 1, 2025 Election of Directors: Aleksandra A. Miziolek
Director Elections
Board For Split
3 FOR, 2 AGAINST
FOR
8 funds
AMERICAN AXLE & MANUFACTURING HOLDINGS INC. May 1, 2025 Election of Directors: Herbert K. Parker
Director Elections
Board For Split
3 FOR, 2 AGAINST
FOR
8 funds
AMERICAN EXPRESS CO. April 29, 2025 Approval, on an advisory basis, of the Company's executive compensation.
Say-on-Pay
Board For Split
20 FOR, 1 AGAINST
FOR
16 funds
AMERICAN FINANCIAL GROUP INC. May 22, 2025 Advisory vote on compensation of named executive officers.
Say-on-Pay
Board For Split
3 FOR, 4 AGAINST
FOR
14 funds
AMERICAN INTERNATIONAL GROUP INC. May 14, 2025 Advisory Vote to Approve Named Executive Officer Compensation.
Say-on-Pay
Board For Split
8 FOR, 7 AGAINST
AGAINST
14 funds
AMERICAN INTERNATIONAL GROUP INC. May 14, 2025 Election of Directors: DIANA M. MURPHY
Director Elections
Board For Split
9 FOR, 7 AGAINST
AGAINST
12 funds

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How items are matched and positions counted: see the comparison table and the methodology. Built October 13, 2026 from SEC Form N-PX filings.