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 |
|---|---|---|---|---|---|---|
| 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 |
| SEALED AIR CORP. | May 29, 2025 | Approval, as an advisory vote, of Sealed Air's 2024 executive compensation. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 14 funds |
| SENSUS HEALTHCARE INC. | May 27, 2025 | Election of Director: Anthony Petrelli Director Elections |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| SEPTERNA INC. | June 17, 2025 | Election of Directors: Alan Ezekowitz, M.D., D. Phil. Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 2 funds |
| SERITAGE GROWTH PROPERTIES | June 10, 2025 | An advisory, non-binding resolution to approve the Company's executive compensation program for our named executive officers, as described in the proxy statement; and Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 4 funds |
| SEZZLE INC. | November 19, 2024 | Election of Directors: Stephen East Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 4 funds |
| SEZZLE INC. | June 10, 2025 | Election of Directors: Karen Webster Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 4 funds |
| SEZZLE INC. | June 10, 2025 | Election of Directors: Paul Paradis Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 4 funds |
| SEZZLE INC. | June 10, 2025 | Election of Directors: Stephen East Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 4 funds |
| SHOPIFY INC. | June 17, 2025 | Elect Jeremy Levine Director Elections |
Board | For | FOR 1 fund |
AGAINST 4 funds |
| SHOPIFY INC. | June 17, 2025 | Elect Joe Natale Director Elections |
Board | For | FOR 1 fund |
AGAINST 4 funds |
| SILK ROAD MEDICAL INC. | September 5, 2024 | To approve, on a non-binding, advisory basis, the compensation that will or may become payable by Silk Road to its named executive officers in connection with the merger contemplated by the merger agreement. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 5 funds |
| SILVERCREST ASSET MANAGEMENT GROUP INC. | June 4, 2025 | Approval of executive compensation in an advisory, non-binding vote. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 3 funds |
| SITE CENTERS CORP. | May 14, 2025 | Election of Directors: John M. Cattonar Director Elections |
Board | For | FOR 8 funds |
AGAINST 9 funds |
| SKILLZ INC. | December 5, 2024 | Election of Directors: Alex Mandel Director Elections |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| SKILLZ INC. | December 5, 2024 | Election of Directors: Andrew Paradise Director Elections |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| SKILLZ INC. | December 5, 2024 | Election of Directors: Casey Chafkin Director Elections |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| SKILLZ INC. | December 5, 2024 | Election of Directors: Henry Hoffman Director Elections |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| SKILLZ INC. | December 5, 2024 | Election of Directors: Kent Wakeford Director Elections |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| SKYE BIOSCIENCE INC. | June 6, 2025 | Consider and vote upon, on an advisory basis, the compensation of our named executive officers as disclosed in this proxy statement pursuant to the compensation disclosure rules of the Securities and Exchange Commission. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 3 funds |
| SOLID BIOSCIENCES INC. | June 12, 2025 | Election of Class I Directors: Sukumar Nagendran Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 2 funds |
| SONIC AUTOMOTIVE INC. | April 23, 2025 | Election of Directors: R. Eugene Taylor Director Elections |
Board | For | AGAINST 7 funds |
FOR 7 funds |
| SONIC AUTOMOTIVE INC. | April 23, 2025 | Election of Directors: William I. Belk Director Elections |
Board | For | AGAINST 7 funds |
FOR 7 funds |
| SONY GROUP CORPORATION | June 24, 2025 | Employee Share Purchase Plan for Overseas Employees Compensation |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| SOUTHERN COPPER CORP. | May 23, 2025 | Election of Directors: Carlos Ruiz Sacristan Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 4 funds |
| SOUTHERN COPPER CORP. | May 23, 2025 | Election of Directors: Javier Arrigunaga Gomez del Campo Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 4 funds |
| SOUTHERN COPPER CORP. | May 23, 2025 | Election of Directors: Luis Miguel Palomino Bonilla Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 4 funds |
| SS&C TECHNOLOGIES HOLDINGS INC. | May 21, 2025 | To approve the SS&C Second Amended and Restated 2023 Stock Incentive Plan. Compensation |
Board | For | FOR 1 fund |
AGAINST 11 funds |
| STEM INC. | June 4, 2025 | To approve, on a non-binding, advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 3 funds |
| STEPSTONE GROUP INC | September 10, 2024 | To ratify the appointment of Ernst & Young LLP as the Company's independent registered public accounting firm for the fiscal year ending March 31, 2025. Audit-related |
Board | For | FOR 9 funds |
AGAINST 7 funds |
| STEVEN MADDEN LTD. | May 21, 2025 | Elect Peter A. Davis Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 7 funds |
| STEVEN MADDEN LTD. | May 21, 2025 | Elect Peter Migliorini Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 7 funds |
| STEVEN MADDEN LTD. | May 21, 2025 | Elect Robert Smith Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 7 funds |
| STEVEN MADDEN LTD. | May 21, 2025 | Elect Rose Peabody Lynch Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 7 funds |
| STEWART IN | May 7, 2025 | Election of Ten Directors: C. Allen Bradley, Jr. Director Elections |
Board | Not determined | FOR 6 funds |
AGAINST 7 funds |
| STIFEL FINANCIAL CORP. | June 4, 2025 | Elect Maura A. Markus Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 12 funds |
| SWK HOLDINGS CORP. | June 13, 2025 | Election of Directors: Robert K. Hatcher Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 2 funds |
| Samsung Electronics Co., Ltd. | March 19, 2025 | Elect SONG Jai Hyuk Director Elections |
Board | For | FOR 1 fund |
AGAINST 5 funds |
| Schneider Electric SE | May 7, 2025 | 2024 Remuneration of Jean-Pascal Tricoire, Chair Compensation |
Board | For | FOR 1 fund |
AGAINST 6 funds |
| Schneider Electric SE | May 7, 2025 | 2024 Remuneration of Peter Herweck, Former CEO (until November 1, 2024) Compensation |
Board | For | FOR 1 fund |
AGAINST 6 funds |
| Schneider Electric SE | May 7, 2025 | Authority to Issue Performance Shares Capital Structure |
Board | For | AGAINST 1 fund |
FOR 6 funds |
| Schneider Electric SE | May 7, 2025 | Elect Anna Ohlsson-Leijon Director Elections |
Board | For | FOR 1 fund |
AGAINST 6 funds |
| Smurfit WestRock Plc | May 2, 2025 | Election of Directors: Terrell K. Crews Director Elections |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| Soitec SA | July 23, 2024 | Authority to Issue Performance Shares Capital Structure |
Board | For | AGAINST 1 fund |
FOR 4 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.