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 |
|---|---|---|---|---|---|---|
| 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 |
| MBX BIOSCIENCES INC. | June 5, 2025 | Election of two Class I Directors, each to serve until the Company's 2028 Annual Meeting of Stockholders or until such person's successor is duly elected and qualified, or until their earlier death, resignation or removal: Tiba Aynechi, Ph.D. Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 4 funds |
| MEDICINOVA INC. | June 17, 2025 | To elect the director named below to serve as Class III director until the annual meeting of stockholders to be held in 2028 and until her successor is duly elected and qualified: Carolyn Beaver Director Elections |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| MEDTRONIC PLC | October 17, 2024 | Election of Directors to hold office until the 2025 Annual General Meeting: Elizabeth G. Nabel, M.D. Director Elections |
Board | For | AGAINST 1 fund |
FOR 16 funds |
| MEDTRONIC PLC | October 17, 2024 | Election of Directors to hold office until the 2025 Annual General Meeting: Kendall J. Powell Director Elections |
Board | For | AGAINST 1 fund |
FOR 16 funds |
| META PLATFORMS INC. | May 28, 2025 | Elect Andrew W. Houston Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 14 funds |
| META PLATFORMS INC. | May 28, 2025 | Elect Hock E. Tan Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 14 funds |
| META PLATFORMS INC. | May 28, 2025 | Elect Tony Xu Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 14 funds |
| META PLATFORMS INC. | May 28, 2025 | Elect Tracey T. Travis Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 14 funds |
| METROCITY BANKSHARES INC. | May 22, 2025 | Election of Directors: Feiying Lu Director Elections |
Board | For | AGAINST 8 funds |
FOR 4 funds |
| METROCITY BANKSHARES INC. | May 22, 2025 | Election of Directors: John Paek Director Elections |
Board | For | FOR 8 funds |
AGAINST 4 funds |
| MILLER INDUSTRIES INC. | May 23, 2025 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 8 funds |
| MOBILEYE GLOBAL INC. | June 12, 2025 | Election of Directors: Patrick Bombach Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 3 funds |
| MOELIS & CO. | June 5, 2025 | Election Of Directors: Louise Mirrer Director Elections |
Board | For | FOR 8 funds |
AGAINST 9 funds |
| MOLSON COORS BEVERAGE CO. | May 14, 2025 | Elect Roger G. Eaton Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 14 funds |
| MONARCH CASINO & RESORT INC. | June 6, 2025 | Election of Directors: Yvette E. Landau Director Elections |
Board | For | AGAINST 6 funds |
FOR 5 funds |
| MONGODB INC. | June 30, 2025 | Elect Peter Thomas Killalea Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 8 funds |
| Melrose Industries plc | April 30, 2025 | Remuneration Report Compensation |
Board | For | FOR 1 fund |
AGAINST 5 funds |
| Mitsubishi Estate Company, Limited | June 27, 2025 | Elect Hiroshi Katayama Director Elections |
Board | For | AGAINST 1 fund |
FOR 7 funds |
| Mitsubishi Estate Company, Limited | June 27, 2025 | Elect Toru Kimura Director Elections |
Board | For | AGAINST 1 fund |
FOR 7 funds |
| Mitsubishi UFJ Financial Group, Inc. | June 27, 2025 | Elect Ryoichi Shinke Director Elections |
Board | For | AGAINST 1 fund |
FOR 6 funds |
| Mitsubishi UFJ Financial Group, Inc. | June 27, 2025 | Elect Takayuki Yasuda Director Elections |
Board | For | AGAINST 1 fund |
FOR 6 funds |
| Mitsubishi UFJ Financial Group, Inc. | June 27, 2025 | Elect Teruhisa Ueda Director Elections |
Board | For | AGAINST 1 fund |
FOR 6 funds |
| NACCO INDUSTRIES INC. | May 14, 2025 | Proposal to approve, on an advisory basis, NACCO Industries, Inc.'s Named Executive Officer compensation. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 3 funds |
| NATERA INC. | June 12, 2025 | To approve an amendment to Natera's Amended and Restated 2015 Equity Incentive Plan. Compensation |
Board | For | FOR 8 funds |
AGAINST 10 funds |
| NATIONAL CINEMEDIA INC. | May 1, 2025 | To approve, on an advisory basis, our executive compensation Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 5 funds |
| NATIONAL STORAGE AFFILIATES TRUST | May 12, 2025 | The election of eleven trustees to serve on the Board of Trustees: Warren W. Allan Director Elections |
Board | For | FOR 8 funds |
AGAINST 10 funds |
| NAVIENT CORP. | June 5, 2025 | Approve, in a non-binding advisory vote, the compensation paid to Navient-named executive officers. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 10 funds |
| NCR VOYIX CORP. | June 6, 2025 | To approve, on a non-binding and advisory basis, the compensation of the named executive officers as more particularly described in the proxy materials Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 8 funds |
| NEC Corporation | June 20, 2025 | Elect Osamu Fujikawa Director Elections |
Board | For | AGAINST 1 fund |
FOR 4 funds |
| NELNET INC. | May 15, 2025 | Election of three Class II directors for three-year terms: Adam K. Peterson Director Elections |
Board | For | AGAINST 7 funds |
FOR 7 funds |
| NEUMORA THERAPEUTICS INC. | May 28, 2025 | To elect two Class II directors to hold office until the 2028 annual meeting of stockholders or until their successors are elected: Alaa Halawa Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 2 funds |
| NIAGEN BIOSCIENCE INC. | June 24, 2025 | Election of Directors: Hamed Shahbazi Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 2 funds |
| NL INDUSTRIES INC. | May 15, 2025 | Nonbinding advisory vote approving named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 3 funds |
| NVR INC. | May 6, 2025 | Election of Directors: Alfred E. Festa Director Elections |
Board | For | FOR 17 funds |
AGAINST 13 funds |
| OCULAR THERAPEUTIX INC. | June 11, 2025 | To approve an amendment to the Ocular Therapeutix, Inc. 2021 Stock Incentive Plan, as amended, to increase the number of shares of common stock issuable thereunder by 8,750,000 shares. Compensation |
Board | For | FOR 7 funds |
AGAINST 4 funds |
| ON24 INC. | June 20, 2025 | Election of Directors: Anthony Zingale Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 4 funds |
| OPEN LENDING CORP. | May 21, 2025 | To elect two Class II directors for a three-year term: Blair J. Greenberg Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 4 funds |
| P.A.M. TRANSPORTATION SERVICES INC. | October 31, 2024 | Election of Directors: Matthew J. Moroun Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 2 funds |
| PAGAYA TEC | December 11, 2024 | To approve the calculation framework for the annual bonuses for the Company's executive officers who are also directors. of the Company. Compensation |
Board | Not determined | FOR 7 funds |
AGAINST 1 fund |
| PAGAYA TECHNOLOGIES LTD. | June 9, 2025 | To approve the calculation framework for the annual bonuses for the Company's executive officers who are also directors of the Company. Compensation |
Board | For | FOR 6 funds |
AGAINST 1 fund |
| PAGERDUTY INC. | June 26, 2025 | To conduct an advisory, non-binding vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 6 funds |
| PALANTIR TECHNOLOGIES INC. | June 5, 2025 | Elect Peter A. Thiel Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 14 funds |
| PAMT CORP | May 8, 2025 | Election of Directors: Edwin J. Lukas Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 2 funds |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 18, 2026 from SEC Form N-PX filings.