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
2,752 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 |
|---|---|---|---|---|---|---|
| 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 |
| HOYA CORPORATION | June 26, 2025 | Elect Yasuyuki Abe Director Elections |
Board | For | AGAINST 1 fund |
FOR 7 funds |
| IBOTTA INC. | May 28, 2025 | Election of Directors: Amanda Baldwin Director Elections |
Board | For | FOR 6 funds |
AGAINST 4 funds |
| IDAHO STRATEGIC RESOURCES INC. | June 30, 2025 | Election of Directors: Kevin Shiell Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 1 fund |
| IDENTIV INC. | June 10, 2025 | Election of Directors: James E. Ousley Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 1 fund |
| IDENTIV INC. | June 10, 2025 | To approve the compensation of the Company's named executive officers, on a non-binding advisory basis; and Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 2 funds |
| IHI Corporation | June 25, 2025 | Trust Type Equity Plans Compensation |
Board | For | AGAINST 1 fund |
FOR 3 funds |
| INNOVIVA INC. | May 19, 2025 | Elect five directors to serve until the 2026 Annual Meeting of Stockholders: Mark A. DiPaolo, Esq. Director Elections |
Board | For | FOR 9 funds |
AGAINST 7 funds |
| INSEEGO CORP. | September 23, 2024 | Approve an amendment of the Inseego Corp. 2018 Omnibus Incentive Compensation Plan to increase the number of shares issuable under the plan by 2,500,000 shares; Compensation |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| INSIGHT EN | May 13, 2025 | Election of Directors: Catherine Courage Director Elections |
Board | Not determined | FOR 8 funds |
AGAINST 10 funds |
| INTELLIA THERAPEUTICS INC. | June 11, 2025 | Approval of the Intellia Therapeutics, Inc. 2025 Equity Incentive Plan. Compensation |
Board | For | FOR 7 funds |
AGAINST 3 funds |
| INTERACTIVE BROKERS GROUP INC. | April 17, 2025 | Election of Directors: Milan Galik Director Elections |
Board | For | FOR 8 funds |
AGAINST 14 funds |
| INTERACTIVE BROKERS GROUP INC. | April 17, 2025 | Election of Directors: Thomas Peterffy Director Elections |
Board | For | FOR 8 funds |
AGAINST 14 funds |
| INTUITIVE SURGICAL INC. | May 1, 2025 | The amendment and restatement of the Amended and Restated 2010 Incentive Award Plan. Compensation |
Board | For | FOR 23 funds |
AGAINST 15 funds |
| IOVANCE BIOTHERAPEUTICS INC. | June 10, 2025 | To elect seven directors to serve until the 2026 Annual Meeting of Stockholders: Athena Countouriotis, M.D. Director Elections |
Board | For | AGAINST 8 funds |
FOR 3 funds |
| ISPIRE TECHNOLOGY INC. | June 24, 2025 | Election of Directors: Tuanfang Liu Director Elections |
Board | For | FOR 7 funds |
AGAINST 1 fund |
| International Game Technology plc | May 13, 2025 | To approve the continued appointment of the following directors: Massimiliano Chiara Director Elections |
Board | For | FOR 1 fund |
AGAINST 4 funds |
| JAMES RIVER GROUP HOLDINGS LTD. | October 24, 2024 | Election of Directors: Dennis J. Langwell Director Elections |
Board | For | FOR 7 funds |
AGAINST 7 funds |
| JAMES RIVER GROUP HOLDINGS LTD. | October 24, 2024 | Election of Directors: Ollie L. Sherman, Jr. Director Elections |
Board | For | FOR 7 funds |
AGAINST 7 funds |
| JAMES RIVER GROUP HOLDINGS LTD. | October 24, 2024 | Election of Directors: Peter B. Migliorato Director Elections |
Board | For | FOR 7 funds |
AGAINST 7 funds |
| JAMES RIVER GROUP HOLDINGS LTD. | October 24, 2024 | Election of Directors: Thomas L. Brown Director Elections |
Board | For | FOR 7 funds |
AGAINST 7 funds |
| JANUS INTE | June 16, 2025 | To approve, on a non-binding, advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | Not determined | FOR 6 funds |
AGAINST 8 funds |
| KADANT INC. | May 14, 2025 | Election of two directors to the class to be elected for a three-year term expiring in 2028: Jonathan W. Painter Director Elections |
Board | For | AGAINST 4 funds |
FOR 7 funds |
| KALTURA INC. | June 25, 2025 | Election of Directors: Eyal Manor Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 4 funds |
| KEMPER CORP. | May 7, 2025 | Advisory vote to approve the compensation of the Compan's Named Executive Officers. Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 9 funds |
| KEY TRONIC CORP. | November 25, 2024 | Election of Directors: James R. Bean Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 1 fund |
| KITE REALTY GROUP TRUST | May 16, 2025 | Election of Trustees: Steven P. Grimes Director Elections |
Board | For | FOR 10 funds |
AGAINST 12 funds |
| KONE Corporation | March 5, 2025 | Elect Antti Herlin Director Elections |
Board | For | FOR 1 fund |
AGAINST 6 funds |
| KONE Corporation | March 5, 2025 | Elect Marika Fredriksson Director Elections |
Board | For | FOR 1 fund |
AGAINST 6 funds |
| KONE Corporation | March 5, 2025 | Remuneration Report Compensation |
Board | For | FOR 1 fund |
AGAINST 6 funds |
| L'Air Liquide S.A. | May 6, 2025 | Authority to Grant Stock Options Capital Structure |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| L'Air Liquide S.A. | May 6, 2025 | Authority to Issue Restricted Shares Capital Structure |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| LAKELAND FINANCIAL CORP. | April 8, 2025 | ELECTION OF DIRECTORS: Bradley J. Toothaker Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 8 funds |
| LANTRONIX INC. | November 5, 2024 | To approve an amendment to our 2020 Performance Incentive Plan to increase the number of shares of common stock reserved for issuance under the plan by 1,800,000 shares. Compensation |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| LEMAITRE VASCULAR INC. | June 2, 2025 | Election of Directors: Martha Shadan Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 4 funds |
| LENNAR CORP. | April 9, 2025 | Election of Director to serve until the 2026 Annual Meeting of Stockholders: Sherrill W. Hudson Director Elections |
Board | For | FOR 1 fund |
AGAINST 13 funds |
| LIFE360 INC. | May 27, 2025 | Election of three Class III directors named in the proxy statement (each for a term of three years): Chris Hulls Director Elections |
Board | For | FOR 5 funds |
WITHHOLD 2 funds |
| LIFETIME BRANDS INC. | June 18, 2025 | ELECTION OF DIRECTORS: Craig Phillips Director Elections |
Board | For | FOR 8 funds |
AGAINST 2 funds |
| LIFETIME BRANDS INC. | June 18, 2025 | ELECTION OF DIRECTORS: Michael Schnabel Director Elections |
Board | For | FOR 8 funds |
AGAINST 2 funds |
| LIGHTBRIDGE CORP. | May 8, 2025 | Approval of an amendment to the Lightbridge Corporation 2020 Omnibus Incentive Plan. Compensation |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| LIGHTPATH TECHNOLOGIES INC. | November 20, 2024 | To approve the election of the Class II Directors. The nominees are: M. Scott Faris Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 1 fund |
| LINDE PLC | July 30, 2024 | Election of Directors: Dr. Victoria Ossadnik Director Elections |
Board | For | FOR 26 funds |
AGAINST 14 funds |
| LIONS GATE ENTERTAINMENT CORP. | April 23, 2025 | Election of Directors: Hardwick Simmons Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 7 funds |
| LIONS GATE ENTERTAINMENT CORP. | April 23, 2025 | Election of Directors: Yvette Ostolaza Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 7 funds |
| LIQUIDIA CORP. | June 17, 2025 | Election of Directors: Stephen Bloch Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 4 funds |
| LIVE OAK BANCSHARES INC. | May 20, 2025 | Say-on-Pay Vote: Non-binding, advisory proposal to approve compensation paid to our named executive officers. Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 5 funds |
| LUMENT FINANCE TRUST INC. | June 12, 2025 | Approval, on an advisory basis, of the compensation of our named executive officers, as described in the proxy statement under "Executive Compensation." Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 2 funds |
| LVMH Moet Hennessy Louis Vuitton SE | April 17, 2025 | Elect Hubert Vedrine Director Elections |
Board | For | AGAINST 1 fund |
FOR 6 funds |
| LVMH Moet Hennessy Louis Vuitton SE | April 17, 2025 | Elect Sophie Chassat Director Elections |
Board | For | AGAINST 1 fund |
FOR 6 funds |
| LVMH Moet Hennessy Louis Vuitton SE | April 17, 2025 | Special Auditors Report on Regulated Agreements Audit-related |
Board | For | FOR 1 fund |
AGAINST 6 funds |
| MACY'S INC. | May 16, 2025 | Election of directors: Marie Chandoha Director Elections |
Board | For | FOR 8 funds |
AGAINST 8 funds |
| MALIBU BOATS INC. | October 23, 2024 | Elect James R. Buch Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 6 funds |
| MALIBU BOATS INC. | October 23, 2024 | Elect Peter E. Murphy Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 6 funds |
| MAMA'S CREATIONS INC. | July 3, 2024 | To hold an advisory vote to approve executive compensation. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 2 funds |
| MANITEX INTERNATIONAL INC. | December 20, 2024 | A proposal to approve, by a non-binding advisory vote, certain compensation arrangements for the Company's named executive officers in connection with the Merger. Say-on-Pay |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| MARAVAI LIFESCIENCES HOLDINGS INC. | May 22, 2025 | To elect four nominees to the Board of Directors (3-year term expiring in 2028): John DeFord, PhD Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 4 funds |
| MASTECH DIGITAL INC. | May 14, 2025 | The election of two (2) persons as Class II Directors: Ashok Trivedi Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 1 fund |
| MATTERPORT INC. | July 26, 2024 | To approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to Matterport's named executive officers that is based on or otherwise relates to the transactions contemplated by the Merger Agreement (the "Transaction Related Compensation Proposal"). Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 5 funds |
← Previous Page 3 of 28 Next →
How items are matched and positions counted: see the comparison table and the methodology. Built October 18, 2026 from SEC Form N-PX filings.