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
2,356 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 |
|---|---|---|---|---|---|---|
| CHILDREN'S PLACE INC. | May 7, 2025 | Election of Directors: Douglas Edwards Director Elections |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| CHILDREN'S PLACE INC. | May 7, 2025 | Election of Directors: Hussan Arshad Director Elections |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| CHILDREN'S PLACE INC. | May 7, 2025 | Election of Directors: Muhammad Asif Seemab Director Elections |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| CHOICE HOTELS INTERNATIONAL INC. | May 15, 2025 | Election of Directors: Ervin R. Shames Director Elections |
Board | For | FOR 10 funds |
AGAINST 12 funds |
| CIBUS INC | May 22, 2025 | To approve the adoption of the Cibus, Inc. 2025 Employee Stock Purchase Plan. Capital Structure |
Board | For | AGAINST 7 funds |
FOR 1 fund |
| CIDARA THERAPEUTICS INC. | July 18, 2024 | Election of Class III Directors: Chrysa Mineo Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 1 fund |
| CIDARA THERAPEUTICS INC. | June 18, 2025 | Approval of an amendment to the Company's 2024 Equity Incentive Plan. Compensation |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| CISCO SYSTEMS INC. | December 9, 2024 | Election of Directors: Dr. Kristina M. Johnson Director Elections |
Board | For | FOR 20 funds |
AGAINST 14 funds |
| CISCO SYSTEMS INC. | December 9, 2024 | Election of Directors: John D. Harris II Director Elections |
Board | For | FOR 20 funds |
AGAINST 14 funds |
| CISCO SYSTEMS INC. | December 9, 2024 | Election of Directors: Wesley G. Bush Director Elections |
Board | For | FOR 20 funds |
AGAINST 14 funds |
| CLARIVATE PLC | May 7, 2025 | RE-ELECTION OF DIRECTORS: Andrew Snyder Director Elections |
Board | For | FOR 4 funds |
AGAINST 11 funds |
| COCA-COLA CONSOLIDATED INC. | May 13, 2025 | Approval of the amendment to Coca-Cola Consolidated's Restated Certificate of Incorporation to effect a 10-for-1 forward stock split of Coca-Cola Consolidated Common Stock and Class B Common Stock and to proportionately increase the number of authorized shares of Coca-Cola Consolidated Common Stock and Class B Common Stock. Capital Structure |
Board | For | FOR 8 funds |
AGAINST 13 funds |
| COCA-COLA EUROPACIFIC PARTNERS PLC | May 22, 2025 | Elect Alvaro Gomez-Trenor Aguilar Director Elections |
Board | For | AGAINST 1 fund |
FOR 3 funds |
| COCA-COLA EUROPACIFIC PARTNERS PLC | May 22, 2025 | Elect Jose Ignacio Comenge Director Elections |
Board | For | AGAINST 1 fund |
FOR 3 funds |
| COMPASS MINERALS INTERNATIONAL INC. | March 6, 2025 | Elect eight director nominees, each for a one-year term: Joseph E. Reece Director Elections |
Board | For | FOR 6 funds |
AGAINST 7 funds |
| COMPASS MINERALS INTERNATIONAL INC. | March 6, 2025 | Elect eight director nominees, each for a one-year term: Lori A. Walker Director Elections |
Board | For | FOR 6 funds |
AGAINST 7 funds |
| COMPASS MINERALS INTERNATIONAL INC. | March 6, 2025 | Elect eight director nominees, each for a one-year term: Richard P. Dealy Director Elections |
Board | For | FOR 6 funds |
AGAINST 7 funds |
| COMPASS MINERALS INTERNATIONAL INC. | March 6, 2025 | Elect eight director nominees, each for a one-year term: Vance O. Holtzman Director Elections |
Board | For | FOR 6 funds |
AGAINST 7 funds |
| COMPX INTERNATIONAL INC. | May 21, 2025 | Say-on-Pay, nonbinding advisory vote approving executive compensation. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 2 funds |
| CONCENTRA GROUP HOLDINGS PARENT INC. | May 1, 2025 | Elect two Class I directors, each for a term of three years or until their respective successors have been elected and qualified: Cheryl B. Pegus Director Elections |
Board | For | FOR 9 funds |
AGAINST 7 funds |
| CORPAY INC. | June 11, 2025 | Elect Directors nominated by the Board of Directors for a one-year term: Archie L. Jones, Jr. Director Elections |
Board | For | FOR 19 funds |
AGAINST 13 funds |
| CORPAY INC. | June 11, 2025 | Elect Directors nominated by the Board of Directors for a one-year term: Gerald Throop Director Elections |
Board | For | FOR 19 funds |
AGAINST 13 funds |
| COTY INC. | November 7, 2024 | Approval, on an advisory (non-binding) basis, of the compensation of Coty Inc.'s named executive officers, as disclosed in the proxy statement. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 13 funds |
| COTY INC. | November 7, 2024 | Election of Directors: Beatrice Ballini Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 12 funds |
| COYA THERAPEUTICS INC. | June 26, 2025 | Election of Directors: Ann Lee, Ph.D. Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 1 fund |
| CURIOSITYSTREAM INC. | June 30, 2025 | To approve an amendment to the CuriosityStream Inc. 2020 Omnibus Incentive Plan (the Plan) to increase the number of shares of Common Stock authorized for issuance under the Plan from 7,725,000 shares of Common Stock to 10,725,000 shares of Common Stock. Compensation |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| CURTISS-WRIGHT CORP. | May 8, 2025 | Elect Peter C. Wallace Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 12 funds |
| CUTERA INC. | July 15, 2024 | Election of Directors: Kevin Cameron Director Elections |
Board | For | FOR 9 funds |
AGAINST 1 fund |
| CUTERA INC. | July 15, 2024 | Non-binding advisory vote on the compensation of Named Executive Officers. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 2 funds |
| Capgemini SE | May 7, 2025 | Authority to Issue Performance Shares Capital Structure |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| Cellnex Telecom S.A. | May 8, 2025 | Remuneration Report Compensation |
Board | For | FOR 1 fund |
AGAINST 6 funds |
| Compagnie de Saint-Gobain S.A. | June 5, 2025 | Authority to Grant Stock Options Capital Structure |
Board | For | AGAINST 1 fund |
FOR 6 funds |
| Compagnie de Saint-Gobain S.A. | June 5, 2025 | Authority to Issue Performance Shares Capital Structure |
Board | For | AGAINST 1 fund |
FOR 6 funds |
| DAVE INC. | June 2, 2025 | Director Election: Yadin Rozov Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 2 funds |
| DAYFORCE INC. | May 2, 2025 | To approve, on a non-binding, advisory basis, the compensation of Dayforce's named executive officers (commonly known as a "Say on Pay" vote) Say-on-Pay |
Board | For | FOR 23 funds |
AGAINST 16 funds |
| DEFINITIVE HEALTHCARE CORP. | June 5, 2025 | To approve, on an advisory basis, the compensation of the Company's Named Executive Officers, as disclosed in the Proxy Statement. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 5 funds |
| DESTINATION XL GROUP INC. | August 8, 2024 | To approve, on an advisory basis, named executive officer compensation. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 3 funds |
| DICK'S SPORTING GOODS INC. | June 11, 2025 | Election of Directors for a term that expires in 2026: Anne Fink Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 13 funds |
| DIGITALOCEAN HOLDINGS INC. | June 9, 2025 | Approval, on a non-binding advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 10 funds |
| DOUGLAS EMMETT INC. | May 29, 2025 | Elect Leslie E. Bider Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 9 funds |
| DOUGLAS EMMETT INC. | May 29, 2025 | Elect Shirley Wang Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 9 funds |
| DOUGLAS EMMETT INC. | May 29, 2025 | Elect William E. Simon, Jr. Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 9 funds |
| DOUGLAS EMMETT INC. | May 29, 2025 | To approve, in a non-binding advisory vote, our executive compensation. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 10 funds |
| DRAFTKINGS INC. | May 19, 2025 | To consider an amendment to the DraftKings Employee Stock Purchase Plan. Compensation |
Board | For | FOR 8 funds |
AGAINST 9 funds |
| DREAM FINDERS HOMES INC. | June 9, 2025 | Election of Directors: Megha H. Parekh Director Elections |
Board | For | AGAINST 6 funds |
FOR 4 funds |
| DSM-Firmenich AG | May 6, 2025 | Elect Antoine A. Firmenich Director Elections |
Board | For | AGAINST 1 fund |
FOR 6 funds |
| DSM-Firmenich AG | May 6, 2025 | Elect Frits Dirk van Paasschen Director Elections |
Board | For | AGAINST 1 fund |
FOR 6 funds |
| DUTCH BROS INC. | May 13, 2025 | Election of Directors: G.J. Hart Director Elections |
Board | For | FOR 8 funds |
AGAINST 6 funds |
| EDITAS MEDICINE INC. | May 29, 2025 | To adopt and approve an amendment to the Company's Restated Certificate of Incorporation to increase the number of authorized shares of the Company's capital stock from 200,000,000 to 395,000,000 and the number of authorized shares of the Company's common stock from 195,000,000 to 390,000,000. Capital Structure |
Board | For | FOR 7 funds |
AGAINST 4 funds |
| EHEALTH INC. | June 18, 2025 | Approval of an amendment and restatement of the eHealth, Inc. 2024 Equity Incentive Plan to increase the maximum number of shares of common stock that may be issued thereunder by 1,500,000 shares. Compensation |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| ELECTROCORE INC. | September 3, 2024 | Election of directors until the 2027 Annual Meeting: John P. Gandolfo Director Elections |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| ELEDON PHARMACEUTICALS INC. | June 10, 2025 | Election of Class II Directors: John S. McBride Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 1 fund |
| EMERALD HOLDING INC. | May 21, 2025 | Election of Class II Directors: Konstantin (Kosty) Gilis Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 4 funds |
| ENCORE ENERGY CORP. | June 11, 2025 | To elect eight directors for the ensuing year: Susan Hoxie-Key Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 1 fund |
| ENTEGRIS INC. | April 23, 2025 | Election of Directors: David Reeder Director Elections |
Board | For | FOR 8 funds |
AGAINST 12 funds |
| EVE HOLDING INC. | May 22, 2025 | Election of Class III Directors: Gerard J. DeMuro Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 4 funds |
| EVGO INC. | May 15, 2025 | Election of Directors: Joseph Esteves Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 2 funds |
| EVGO INC. | May 15, 2025 | To approve the amendment of our 2021 Long Term Incentive Plan. Compensation |
Board | For | FOR 6 funds |
AGAINST 2 funds |
| EVOLENT HEALTH INC. | June 5, 2025 | Proposal to approve the compensation of our named executive officers for 2024 on an advisory basis. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 8 funds |
| EXTREME NETWORKS INC. | November 14, 2024 | Approve an amendment and restatement of the Extreme Networks, Inc. 2013 Equity Incentive plan to, among other things, add 2,300,000 shares of our common stock to those reserved for issuance under the plan. Compensation |
Board | For | FOR 8 funds |
AGAINST 4 funds |
| Engie | April 24, 2025 | Elect Gildas Gouvaze as Employee Shareholder Representative Director Elections |
Board | For | FOR 1 fund |
AGAINST 6 funds |
| Engie | April 24, 2025 | Elect Stefano Bassi as Employee Shareholder Representative Director Elections |
Board | Not determined | ABSTAIN 1 fund |
FOR 6 funds |
| FATHOM HOLDINGS INC. | August 19, 2024 | To approve an amendment to the Fathom Holdings Inc. 2019 Omnibus Stock Incentive Plan to increase the share reserve by one million six hundred thousand (1,600,000) shares of common stock. Compensation |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| FIBROBIOLOGICS INC. | August 27, 2024 | Election of Class I Directors to hold office until 2027: Richard Cilento, Jr. Director Elections |
Board | For | FOR 7 funds |
AGAINST 1 fund |
| FIRST FINANCIAL NORTHWEST INC. | July 19, 2024 | Approval, on an advisory (non-binding) basis, of the compensation that may be paid or become payable to certain executive officers of the Company in connection with the asset sale. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 2 funds |
| FIRST FOUNDATION INC. | May 29, 2025 | To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers for the year ended December 31, 2024. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 4 funds |
| FIRST HORIZON CORP. | April 29, 2025 | Ratification of appointment of KPMG LLP as auditors. Audit-related |
Board | For | FOR 12 funds |
AGAINST 12 funds |
| FIRST OF LONG ISLAND CORP. | February 14, 2025 | To approve, on an advisory basis, certain compensation payable as a result of the consummation of the proposed merger. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 5 funds |
| FLYWIRE CORP. | June 3, 2025 | Approve, on a non-binding, advisory basis, the compensation of Flywire Corporation's named executive officers Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 5 funds |
| FORTREA HOLDINGS INC. | June 10, 2025 | Election of Directors: Erin L. Russell Director Elections |
Board | For | FOR 5 funds |
AGAINST 9 funds |
| FRANKLIN FINANCIAL SERVICES CORP. | April 29, 2025 | Election of Directors: Gregory A. Duffey Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 1 fund |
| FRONTIER COMMUNICATIONS PARENT INC. | November 13, 2024 | 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. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 12 funds |
| FULGENT GENETICS INC. | May 15, 2025 | Election of Directors: Linda Marsh Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 6 funds |
| FULGENT GENETICS INC. | May 15, 2025 | Election of Directors: Regina Groves Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 6 funds |
| FVCBANKCORP INC. | May 29, 2025 | To Approve the following (non-binding) resolution: Resolved, that the shareholders of FVCBankcorp, Inc. approve the compensation of the named executive officers as disclosed in the proxy statement pursuant to the rules of the Securities and Exchange Commission. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 3 funds |
| GARMIN LTD | June 6, 2025 | Re-election of Min H. Kao as Executive Chairman Corporate Governance |
Board | For | FOR 19 funds |
AGAINST 12 funds |
| GENIE ENERGY LTD. | May 6, 2025 | Election of Directors: Howard S. Jonas Director Elections |
Board | For | AGAINST 8 funds |
FOR 2 funds |
| GLOBALSTAR INC. | May 20, 2025 | Election of Class A Directors: Keith O. Cowan Director Elections |
Board | For | WITHHOLD 9 funds |
FOR 4 funds |
| GRAIL INC. | May 29, 2025 | Election of Class I Director to serve until the 2028 Annual Meeting of Stockholders, and until their respective successor has been duly elected and qualified: William (Bill) Chase Director Elections |
Board | For | FOR 6 funds |
WITHHOLD 6 funds |
| GREAT ELM GROUP INC. | December 4, 2024 | Election of Directors: Eric J. Scheyer Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 1 fund |
| GREAT ELM GROUP INC. | December 4, 2024 | Election of Directors: James H. Hugar Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 1 fund |
| GREAT ELM GROUP INC. | December 4, 2024 | Election of Directors: Matthew A. Drapkin Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 1 fund |
| GREAT SOUTHERN BANCORP INC. | May 7, 2025 | Election of Three Directors, each for a three-year term: Julie Turner Brown Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 4 funds |
| GROVE COLLABORATIVE HOLDINGS INC. | June 19, 2025 | Ratification of the appointment of Moss Adams LLP as the Company's independent registered public accounting firm for the year ending December 31, 2025. Audit-related |
Board | For | FOR 1 fund |
ABSTAIN 1 fund |
| GUARDIAN PHARMACY SERVICES INC. | May 9, 2025 | To elect Class I directors, to hold office until the annual meeting of stockholders to be held in 2028 and until their successors are duly elected and qualified: David Morris Director Elections |
Board | For | FOR 5 funds |
WITHHOLD 2 funds |
| HACKETT GROUP INC. | May 1, 2025 | Election of Directors: Alan T. G. Wix Director Elections |
Board | For | AGAINST 9 funds |
FOR 6 funds |
| HACKETT GROUP INC. | May 1, 2025 | Election of Directors: Robert A. Rivero Director Elections |
Board | For | AGAINST 9 funds |
FOR 6 funds |
| HAMILTON LANE INC. | September 5, 2024 | To approve the Amended and Restated Hamilton Lane Incorporated 2017 Equity Incentive Plan. Compensation |
Board | For | FOR 7 funds |
AGAINST 7 funds |
| HAWTHORN BANCSHARES INC. | June 3, 2025 | ELECTION OF FOUR CLASS III DIRECTORS: Kevin L. Riley Director Elections |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| HAWTHORN BANCSHARES INC. | June 3, 2025 | Proposal to ratify the selection of the accounting firm of Forvis Mazars, LLP as the Company's independent registered public accounting firm for 2025. Audit-related |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| HBT FINANCIAL INC. | May 20, 2025 | Election of Directors: Roger A. Baker Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 4 funds |
| HCA HEALTHCARE INC. | April 24, 2025 | Election of Directors: Hugh F. Johnston Director Elections |
Board | For | FOR 21 funds |
AGAINST 14 funds |
| HERITAGE INSURANCE HOLDINGS INC. | June 10, 2025 | Approve an amendment to the Company's 2023 Omnibus Incentive Plan to increase the number of authorized shares by 1,800,000 shares Compensation |
Board | For | FOR 7 funds |
AGAINST 2 funds |
| HESS CORP. | May 14, 2025 | Election of Directors to serve for a one-year term expiring in 2026: J.B. HESS Director Elections |
Board | For | AGAINST 2 funds |
FOR 14 funds |
| HESS CORP. | May 14, 2025 | Election of Directors to serve for a one-year term expiring in 2026: K.F. OVELMEN Director Elections |
Board | For | FOR 2 funds |
AGAINST 14 funds |
| HOYA CORPORATION | June 26, 2025 | Elect Hiroaki Yoshihara Director Elections |
Board | For | AGAINST 1 fund |
FOR 7 funds |
| HOYA CORPORATION | June 26, 2025 | Elect Mika Nishimura Director Elections |
Board | For | AGAINST 1 fund |
FOR 7 funds |
| HOYA CORPORATION | June 26, 2025 | Elect Mototsugu Sato Director Elections |
Board | For | AGAINST 1 fund |
FOR 7 funds |
| HOYA CORPORATION | June 26, 2025 | Elect Ryo Hirooka Director Elections |
Board | For | AGAINST 1 fund |
FOR 7 funds |
| HOYA CORPORATION | June 26, 2025 | Elect Takayo Hasegawa Director Elections |
Board | For | AGAINST 1 fund |
FOR 7 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.