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 |
|---|---|---|---|---|---|---|
| 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 |
| PAMT CORP | May 8, 2025 | Election of Directors: Matthew T. Moroun Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 2 funds |
| PARAMOUNT GROUP INC. | May 15, 2025 | Approval, on a non-binding advisory basis, of our named executive officer compensation. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 9 funds |
| PARAMOUNT GROUP INC. | May 15, 2025 | Election of Directors: Greg Wright Director Elections |
Board | For | FOR 8 funds |
AGAINST 8 funds |
| PARAMOUNT GROUP INC. | May 15, 2025 | Election of Directors: Martin Bussmann Director Elections |
Board | For | FOR 8 funds |
AGAINST 8 funds |
| PARAMOUNT GROUP INC. | May 15, 2025 | Election of Directors: Paula Sutter Director Elections |
Board | For | FOR 8 funds |
AGAINST 8 funds |
| PATTERSON- | June 5, 2025 | Approval, on an advisory basis, of Patterson-UTI's compensation of its named executive officers. Say-on-Pay |
Board | Not determined | FOR 7 funds |
AGAINST 10 funds |
| PAYCOR HCM INC. | October 23, 2024 | To approve, on an advisory and non-binding basis, the compensation of Paycor's named executive officers, as disclosed in the Proxy Statement. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 7 funds |
| PEGASYSTEMS INC. | June 17, 2025 | To approve an amendment to our Restated Articles of Organization. Capital Structure |
Board | For | FOR 6 funds |
AGAINST 7 funds |
| PHIBRO ANIMAL HEALTH CORP. | November 5, 2024 | Ratification of the selection of PricewaterhouseCoopers LLP as the Company's independent registered public accounting firm for the fiscal year ending June 30, 2025. Audit-related |
Board | For | FOR 9 funds |
AGAINST 5 funds |
| PHILLIPS 66 | May 21, 2025 | Company Nominees Opposed by Elliot: A. Nigel Hearne Director Elections |
Board | Contested | WITHHOLD 1 fund |
FOR 12 funds |
| PINNACLE WEST CAPITAL CORP. | May 21, 2025 | Elect Glynis A. Bryan Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 14 funds |
| PLANET LABS PBC | July 11, 2024 | To approve, on a non-binding advisory basis, the compensation of our named executive officers ("Say-on-Pay Vote"). Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 5 funds |
| PPG INDUSTRIES INC. | April 17, 2025 | Election of Directors: Guillermo Novo Director Elections |
Board | For | FOR 19 funds |
AGAINST 14 funds |
| PRA GROUP INC. | June 17, 2025 | Election of Directors: Adrian M. Butler Director Elections |
Board | For | FOR 7 funds |
ABSTAIN 7 funds |
| PRAIRIE OPERATING CO. | June 4, 2025 | The election of each of the director nominees: Stephen Lee Director Elections |
Board | For | AGAINST 5 funds |
FOR 1 fund |
| PRECIGEN INC. | June 26, 2025 | Company Proposal - Approval of an amendment to the 2019 Incentive Plan for Non-Employee Service Providers. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 4 funds |
| PRECIGEN INC. | June 26, 2025 | Company Proposal - Approval, in compliance with Nasdaq Listing Rule 5635(c), of the additional issuance of shares of Series A Preferred Stock and Warrants to Randal J. Kirk as PIK dividends, in order for Mr. Kirk to receive PIK dividends on the Series A Preferred Stock on the same terms as the other investors. Director Elections |
Board | For | AGAINST 8 funds |
FOR 4 funds |
| PREMIER INC. | December 6, 2024 | Approval, on an advisory basis, of the compensation of our Named Executive Officers as disclosed in the proxy statement for the Annual Meeting. Say-on-Pay |
Board | For | FOR 4 funds |
AGAINST 9 funds |
| PRIMEENERGY RESOURCES CORP. | June 5, 2025 | Election of Directors: Clint Hurt Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 2 funds |
| PRIMEENERGY RESOURCES CORP. | June 5, 2025 | Election of Directors: H. Gifford Fong Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 2 funds |
| PRIMERICA INC. | May 14, 2025 | To elect the following directors: Beatriz R. Perez Director Elections |
Board | For | FOR 7 funds |
AGAINST 11 funds |
| PRIORITY TECHNOLOGY HOLDINGS INC. | June 13, 2025 | Election of Directors: Michael Passilla Director Elections |
Board | For | AGAINST 7 funds |
FOR 2 funds |
| PROFRAC HOLDING CORP. | May 28, 2025 | To approve the ProFrac Holding Corp. 2025 Employee Stock Purchase Plan. Compensation |
Board | For | FOR 6 funds |
AGAINST 2 funds |
| PUBMATIC INC. | May 30, 2025 | To approve, on a non-binding advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 5 funds |
| PYXIS ONCOLOGY INC. | June 18, 2025 | The election of Class I directors named in the proxy statement: Darren Cline Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 1 fund |
| Pernod Ricard SA | November 8, 2024 | Authority to Issue Performance Shares Capital Structure |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| Pernod Ricard SA | November 8, 2024 | Authority to Issue Restricted Shares Capital Structure |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| Pernod Ricard SA | November 8, 2024 | Elect Cesar Giron Director Elections |
Board | For | FOR 1 fund |
AGAINST 5 funds |
| Publicis Groupe S.A. | May 27, 2025 | 2024 Remuneration of Arthur Sadoun, Chair and CEO (since May 29, 2024) Compensation |
Board | For | FOR 1 fund |
AGAINST 5 funds |
| Publicis Groupe S.A. | May 27, 2025 | 2024 Remuneration of Arthur Sadoun, Management Board Chair (until May 29, 2024) Compensation |
Board | For | FOR 1 fund |
AGAINST 5 funds |
| Publicis Groupe S.A. | May 27, 2025 | 2024 Remuneration of Maurice Levy, Former Supervisory Board Chair (until May 29, 2024) Compensation |
Board | For | FOR 1 fund |
AGAINST 5 funds |
| Publicis Groupe S.A. | May 27, 2025 | Authority to Grant Stock Options Capital Structure |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| QVC GROUP INC. | May 12, 2025 | The say-on-pay proposal, to approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 7 funds |
| RACKSPACE TECHNOLOGY INC. | June 20, 2025 | Non-binding advisory vote to approve the compensation of the Company's named executive officers as described in the proxy statement. Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 5 funds |
| RED RIVER BANCSHARES INC. | May 1, 2025 | Election of Directors: Teddy R. Price Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 2 funds |
| REPOSITRAK INC. | November 20, 2024 | Election of Directors: Ronald C. Hodge Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 2 funds |
| RESOLUTE HOLDINGS MANAGEMENT INC. | May 28, 2025 | Election of Directors: Jane J. Thompson Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 2 funds |
| RESOLUTE HOLDINGS MANAGEMENT INC. | May 28, 2025 | Election of Directors: Roger Fradin Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 2 funds |
| RICHMOND MUTUAL BANCORPORATION INC. | May 21, 2025 | Election of Directors: E. Michael Blum (3-year term) Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 1 fund |
| RIGEL PHARMACEUTICALS INC. | May 22, 2025 | To ratify the selection of Ernst & Young LLP as the independent registered public accounting firm of the Company for its fiscal year ending December 31, 2025. Audit-related |
Board | For | FOR 8 funds |
AGAINST 3 funds |
| RIOT PLATFORMS INC. | June 10, 2025 | Election of Directors: Jaime Leverton Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 5 funds |
| RIVIAN AUTOMOTIVE INC. | June 18, 2025 | Approval, on an advisory (non-binding) basis, of the compensation of our named executive officers in 2024. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 13 funds |
| ROYALTY PHARMA PLC | May 12, 2025 | Approve on a binding basis our U.K. directors' remuneration policy. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 12 funds |
| ROYALTY PHARMA PLC | May 12, 2025 | Approve on a non-binding advisory basis our U.K. directors' remuneration report (other than the part containing the directors' remuneration policy) for the fiscal year ended December 31, 2024. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 12 funds |
| RWE AG | April 30, 2025 | Elect Hauke Stars Director Elections |
Board | For | FOR 1 fund |
AGAINST 4 funds |
| RXSIGHT INC. | June 3, 2025 | To approve, on an advisory basis, the compensation of the named executive officers identified in the 2024 Summary Compensation Table in the "Executive Compensation" section of the proxy statement. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 5 funds |
| Renault SA | April 30, 2025 | 2024 Remuneration of Luca de Meo, CEO Compensation |
Board | For | FOR 1 fund |
AGAINST 4 funds |
| Renault SA | April 30, 2025 | Elect Constance Marechal-Dereu Director Elections |
Board | For | AGAINST 1 fund |
FOR 4 funds |
| Renault SA | April 30, 2025 | Elect Michelle Baron Director Elections |
Board | For | AGAINST 1 fund |
FOR 4 funds |
| Renault SA | April 30, 2025 | Elect Pierre Loing Director Elections |
Board | For | AGAINST 1 fund |
FOR 4 funds |
| Rheinmetall AG | May 13, 2025 | Management Board Remuneration Policy Compensation |
Board | For | FOR 1 fund |
AGAINST 5 funds |
| SAGA COMMUNICATIONS INC. | May 2, 2025 | To re-approve the material terms of the Company's Chief Executive Officer Annual Incentive Plan. Compensation |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| SALESFORCE INC. | June 5, 2025 | Election of Directors: Neelie Kroes Director Elections |
Board | For | FOR 28 funds |
AGAINST 15 funds |
| SALESFORCE INC. | June 5, 2025 | Election of Directors: Oscar Munoz Director Elections |
Board | For | FOR 28 funds |
AGAINST 15 funds |
| SAMSARA INC. | July 10, 2024 | The approval, on a non-binding advisory basis, of the compensation of Samsara Inc.'s named executive officers. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 6 funds |
| SANDRIDGE ENERGY INC. | June 11, 2025 | Election of Directors: Nancy Dunlap Director Elections |
Board | For | FOR 7 funds |
AGAINST 4 funds |
| SEAGATE TECHNOLOGY HOLDINGS PLC | October 19, 2024 | Determine the price Range for the Re-allotment of Treasury Shares under Irish law. Capital Structure |
Board | For | FOR 16 funds |
AGAINST 11 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.