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Equitable vs Charles Schwab: how alike they voted, 2024-2025

97.1% When both took a single position, they voted the same way on 97.1% of 16,654 items (16,164 the same, 490 different). 2,262 items where at least one of them split its funds are listed separately below. Both voted on 18,916 items in all.

Equitable 2024-2025 · Charles Schwab 2024-2025 · Download the item list (CSV)

By who put the item on the ballot. “Same position” = Same / (Same + Differ); split items are not in it. “Fund-level” is a second view over all common items: the chance that a fund of each manager, picked at random, voted the same way, which gives partial credit where a manager split.
Common itemsSame DifferSplit (not in %)Same position Fund-level
All ballot items 18,91616,164490 2,26297.1%93.2%
Board proposals 17,33814,982447 1,90997.1%93.5%
E&S shareholder proposals 2491206 12395.2%84.7%
Other items 1,3291,06237 23096.6%90.3%

Where they did not vote alike

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.

CompanyMeetingProposalOn the ballot from Board recommendedEquitableCharles Schwab
Sumitomo Mitsui Financial Group, Inc. June 27, 2025 Elect Honami Matsugasaki
Director Elections
Board For AGAINST
1 fund
FOR
5 funds
Sumitomo Mitsui Financial Group, Inc. June 27, 2025 Elect Kazuyuki Anchi
Director Elections
Board For AGAINST
1 fund
FOR
5 funds
Sumitomo Mitsui Financial Group, Inc. June 27, 2025 Elect Toshihiro Isshiki
Director Elections
Board For AGAINST
1 fund
FOR
5 funds
Sumitomo Mitsui Trust Group,Inc. June 20, 2025 Elect Kouichi Kato
Director Elections
Board For AGAINST
1 fund
FOR
4 funds
Sumitomo Mitsui Trust Group,Inc. June 20, 2025 Elect Masakatsu Sato
Director Elections
Board For AGAINST
1 fund
FOR
4 funds
TANDY LEATHER FACTORY INC. June 10, 2025 Approval of increasing shares authorized under the Tandy Leather Factory, Inc. 2023 Incentive Stock Plan.
Compensation
Board For FOR
1 fund
AGAINST
1 fund
TANGO THERAPEUTICS INC. June 5, 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
5 funds
TEAM INC. June 18, 2025 Election of two (2) nominees named in the Proxy Statement as Class III directors: J. Michael Anderson
Director Elections
Board For WITHHOLD
1 fund
FOR
1 fund
TEXTRON INC. April 23, 2025 Election of Directors: Maria T. Zuber
Director Elections
Board For FOR
20 funds
AGAINST
14 funds
TOYOTA MOTOR CORPORATION June 12, 2025 Elect Christopher P. Reynolds
Director Elections
Board For AGAINST
1 fund
FOR
4 funds
TOYOTA MOTOR CORPORATION June 12, 2025 Elect Yoichi Miyazaki
Director Elections
Board For AGAINST
1 fund
FOR
4 funds
TPG INC. June 5, 2025 Election of Directors: Mary Cranston
Director Elections
Board For WITHHOLD
7 funds
FOR
9 funds
TPG RE FINANCE TRUST INC. May 20, 2025 Ratification of the appointment of Deloitte & Touche LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2025.
Audit-related
Board For FOR
6 funds
AGAINST
7 funds
TRONOX HOLDINGS PLC May 7, 2025 Election of Directors: Fawaz Al-Fawaz
Director Elections
Board For FOR
6 funds
AGAINST
7 funds
Thales S.A. May 16, 2025 Elect Anne Rigail
Director Elections
Board For AGAINST
1 fund
FOR
4 funds
Thales S.A. May 16, 2025 Elect Delphine Geny-Stephann
Director Elections
Board For AGAINST
1 fund
FOR
4 funds
The Wendy's Company May 21, 2025 Election of Directors: Kristin A. Dolan
Director Elections
Board For FOR
10 funds
AGAINST
10 funds
UNITED HOMES GROUP INC. June 12, 2025 Election of Directors: Alan Levine
Director Elections
Board For AGAINST
7 funds
FOR
2 funds
UNITED PARKS & RESORTS INC. June 13, 2025 Approval of the director compensation limit set forth in the United Parks & Resorts Inc. 2025 Omnibus Incentive Plan.
Compensation
Board For FOR
8 funds
AGAINST
7 funds
UNITED PARKS & RESORTS INC. June 13, 2025 To elect the ten director nominees: James Chambers
Director Elections
Board For AGAINST
8 funds
FOR
7 funds
UNITED SECURITY BANCSHARES May 21, 2025 Approval of an amendment to the Company's Articles of Incorporation to increase the number of authorized common shares from 20,000,000 to 50,000,000.
Capital Structure
Board For AGAINST
1 fund
FOR
1 fund
UNITED-GUARDIAN INC. May 15, 2025 ELECTION OF DIRECTORS: Arthur M. Dresner
Director Elections
Board For FOR
2 funds
AGAINST
1 fund
UNIVERSAL INSURANCE HOLDINGS INC. June 12, 2025 Election of twelve directors: Francis X. McCahill, III
Director Elections
Board For FOR
8 funds
AGAINST
4 funds
UROGEN PHARMA LTD August 6, 2024 To approve the Company's 2024 non-employee director and officer compensation policy.
Compensation
Board For FOR
8 funds
AGAINST
1 fund
Unicredit S.p.A. March 27, 2025 Remuneration Report
Compensation
Board For FOR
1 fund
AGAINST
5 funds
VARONIS SYSTEMS INC. June 5, 2025 To approve additional shares for issuance under the Amended and Restated Varonis Systems, Inc. 2023 Omnibus Equity Incentive Plan.
Compensation
Board For FOR
10 funds
AGAINST
6 funds
VARONIS SYSTEMS INC. June 5, 2025 To approve, on a non-binding, advisory basis, the executive compensation of our named executive officers.
Say-on-Pay
Board For FOR
10 funds
AGAINST
7 funds
VELOCITY FINANCIAL INC. May 23, 2025 Election of Directors: John A. Pless
Director Elections
Board For FOR
7 funds
AGAINST
4 funds
VENTURE GLOBAL INC. May 21, 2025 Advisory vote on executive compensation.
Say-on-Pay
Board For FOR
1 fund
AGAINST
5 funds
VENTYX BIOSCIENCES INC. June 4, 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 (the "Say-on-Pay Vote").
Say-on-Pay
Board For FOR
8 funds
AGAINST
4 funds
VERVE THERAPEUTICS INC. June 5, 2025 Election of three Class I directors to our board of directors, each to serve until the 2028 annual meeting of stockholders: Lonnel Coats
Director Elections
Board For WITHHOLD
2 funds
FOR
4 funds
VIKING THERAPEUTICS INC May 20, 2025 TO APPROVE, ON AN ADVISORY BASIS, THE COMPENSATION OF OUR NAMED EXECUTIVE OFFICERS.
Say-on-Pay
Board For FOR
4 funds
AGAINST
9 funds
VISTAGEN THERAPEUTICS INC. August 26, 2024 To approve, on a non-binding advisory basis, the compensation paid to the Company's Named Executive Officers.
Say-on-Pay
Board For FOR
1 fund
AGAINST
2 funds
VOLITIONRX LIMITED July 2, 2024 To approve the Company's 2024 Stock Incentive Plan.
Compensation
Board For FOR
1 fund
AGAINST
1 fund
VOLITIONRX LIMITED July 2, 2024 To approve, by a non-binding advisory vote, the compensation of the Company's named executive officers as disclosed in the Compensation of Named Executive Officers section of the Proxy Statement.
Say-on-Pay
Board For FOR
1 fund
AGAINST
2 funds
VUZIX CORP. June 17, 2025 To approve, the grant of 594,056 restricted stock units (or RSUs) to executive officers and other employees of the Company under the Company's 2023 Equity Incentive Plan, including 291,878 RSUs to Paul Travers, the Company's chief executive officer, and 118,211 RSUs to Grant Russell, the Company's chief financial officer along with the cancellation of 5,089,500 unvested stock options originally granted to those Senior Officers and others on March 17, 2021.
Compensation
Board For AGAINST
1 fund
FOR
1 fund
W&T OFFSHORE INC. June 3, 2025 To approve, on an advisory basis, the compensation of the Company's named executive officers, as disclosed in the Proxy Statement pursuant to Item 402 of Regulation S-K.
Say-on-Pay
Board For FOR
7 funds
AGAINST
5 funds
WEBTOON ENTERTAINMENT INC. June 4, 2025 Election of Director: Nancy Dubuc (Class I)
Director Elections
Board For FOR
4 funds
WITHHOLD
4 funds
WEX INC. May 15, 2025 Election of Directors for one-year term: Jack VanWoerkom
Director Elections
Board For AGAINST
1 fund
FOR
14 funds
WEX INC. May 15, 2025 Election of Directors for one-year term: James (Jim) Neary
Director Elections
Board For AGAINST
1 fund
FOR
14 funds
WEX INC. May 15, 2025 Election of Directors for one-year term: Melissa Smith
Director Elections
Board For AGAINST
1 fund
FOR
14 funds
WEX INC. May 15, 2025 Election of Directors for one-year term: Nancy Altobello
Director Elections
Board For AGAINST
1 fund
FOR
14 funds
XCEL ENERGY INC. May 21, 2025 Election of Directors: Richard O Brien
Director Elections
Board For AGAINST
1 fund
FOR
13 funds
ZEDGE INC. January 15, 2025 Election of Directors: Elliot Gibber
Director Elections
Board For AGAINST
1 fund
FOR
1 fund
ZEDGE INC. January 15, 2025 Election of Directors: Howard S. Jonas
Director Elections
Board For AGAINST
1 fund
FOR
1 fund
ZEDGE INC. January 15, 2025 Election of Directors: Paul Packer
Director Elections
Board For AGAINST
1 fund
FOR
1 fund
ZSCALER INC. January 10, 2025 To approve on a non-binding, advisory basis, the compensation of our named executive officers.
Say-on-Pay
Board For FOR
5 funds
AGAINST
9 funds
374WATER INC. June 11, 2025 Approval of certain amendments to the Company's 2021 Equity Incentive Plan to (i) increase the amount of authorized common stock of the Company issuable under the 2021 Equity Incentive Plan by 12,150,000 shares and (ii) increase the individual non- employee director compensation limit to $300,000 in any calendar year.
Compensation
Board For Split
5 FOR, 2 AGAINST
FOR
2 funds
3D SYSTEMS CORP. August 30, 2024 The election of the nine directors named in the accompanying Proxy Statement: Charles G. McClure, Jr.
Director Elections
Board For Split
3 FOR, 2 AGAINST
FOR
4 funds
3D SYSTEMS CORP. August 30, 2024 The election of the nine directors named in the accompanying Proxy Statement: Claudia N. Drayton
Director Elections
Board For Split
3 FOR, 2 AGAINST
AGAINST
4 funds
3D SYSTEMS CORP. August 30, 2024 The election of the nine directors named in the accompanying Proxy Statement: Jim D. Kever
Director Elections
Board For Split
3 FOR, 2 AGAINST
FOR
4 funds
3D SYSTEMS CORP. August 30, 2024 The election of the nine directors named in the accompanying Proxy Statement: John J. Tracy
Director Elections
Board For Split
3 FOR, 2 AGAINST
FOR
4 funds
3D SYSTEMS CORP. August 30, 2024 The election of the nine directors named in the accompanying Proxy Statement: Kevin S. Moore
Director Elections
Board For Split
3 FOR, 2 AGAINST
AGAINST
4 funds
3D SYSTEMS CORP. August 30, 2024 The election of the nine directors named in the accompanying Proxy Statement: Malissia R. Clinton
Director Elections
Board For Split
3 FOR, 2 AGAINST
FOR
4 funds
3D SYSTEMS CORP. August 30, 2024 The election of the nine directors named in the accompanying Proxy Statement: Thomas W. Erickson
Director Elections
Board For Split
3 FOR, 2 AGAINST
FOR
4 funds
3D SYSTEMS CORP. August 30, 2024 The election of the nine directors named in the accompanying Proxy Statement: Vasant Padmanabhan
Director Elections
Board For Split
3 FOR, 2 AGAINST
AGAINST
4 funds
3D SYSTEMS CORP. May 16, 2025 The election of the nine directors named in the accompanying Proxy Statement: Charles G. McClure, Jr.
Director Elections
Board For Split
4 FOR, 2 AGAINST
FOR
4 funds
3D SYSTEMS CORP. May 16, 2025 The election of the nine directors named in the accompanying Proxy Statement: Jim D. Kever
Director Elections
Board For Split
4 FOR, 2 AGAINST
FOR
4 funds
3D SYSTEMS CORP. May 16, 2025 The election of the nine directors named in the accompanying Proxy Statement: John J. Tracy
Director Elections
Board For Split
4 FOR, 2 AGAINST
FOR
4 funds
3D SYSTEMS CORP. May 16, 2025 The election of the nine directors named in the accompanying Proxy Statement: Malissia R. Clinton
Director Elections
Board For Split
4 FOR, 2 AGAINST
FOR
4 funds
3D SYSTEMS CORP. May 16, 2025 The election of the nine directors named in the accompanying Proxy Statement: Thomas W. Erickson
Director Elections
Board For Split
4 FOR, 2 AGAINST
FOR
4 funds
3D SYSTEMS CORP. May 16, 2025 The election of the nine directors named in the accompanying Proxy Statement: Vasant Padmanabhan
Director Elections
Board For Split
4 FOR, 2 AGAINST
FOR
4 funds
4D MOLECULAR THERAPEUTICS INC. June 17, 2025 Election of three Class II directors to hold office until the 2028 Annual Meeting of Stockholders or until their successors are elected: Jacob Chacko, M.D., MBA
Director Elections
Board For Split
5 FOR, 2 WITHHOLD
FOR
3 funds
8X8 INC. August 15, 2024 To approve an amendment to the 2022 Equity Incentive Plan to increase the number of shares of common stock available for issuance thereunder by 14,000,000 shares.
Compensation
Board For Split
4 FOR, 4 AGAINST
FOR
5 funds
AAON INC. May 13, 2025 Election of Directors for a term ending in 2028: A.H. McElroy, II
Director Elections
Board For Split
2 FOR, 4 AGAINST
FOR
11 funds
AAON INC. May 13, 2025 Election of Directors for a term ending in 2028: Bruce Ware
Director Elections
Board For Split
2 FOR, 4 AGAINST
FOR
11 funds
ABBOTT LABORATORIES April 25, 2025 Say on Pay - An Advisory Vote on the Approval of Executive Compensation
Say-on-Pay
Board For Split
21 FOR, 1 AGAINST
FOR
17 funds
ABBVIE INC. May 9, 2025 Election of Class I Directors: Thomas C. Freyman
Director Elections
Board For Split
23 FOR, 2 AGAINST
FOR
16 funds
ABBVIE INC. May 9, 2025 Say on Pay - An advisory vote on the approval of executive compensation
Say-on-Pay
Board For Split
24 FOR, 1 AGAINST
FOR
18 funds
ABM INDUSTRIES INC. March 26, 2025 Approval of the ABM Industries Incorporated 2021 Equity and Incentive Compensation Plan (Amended and Restated).
Compensation
Board For Split
7 FOR, 1 AGAINST
FOR
7 funds
ACADIA HEALTHCARE COMPANY INC. May 29, 2025 Election of Directors: Reeve B. Waud
Director Elections
Board For Split
3 FOR, 1 AGAINST
FOR
11 funds
ACCO BRAND May 20, 2025 Approval of an amendment to the 2022 ACCO Brands Corporation Incentive Plan to increase the number of shares reserved for issuance.
Compensation
Board Not determined Split
5 FOR, 3 AGAINST
FOR
8 funds
ACCOLADE INC. March 27, 2025 To approve, on a non-binding, advisory basis, the compensation that will or may become payable by Accolade to its named executive officers in connection with the Merger.
Say-on-Pay
Board For Split
6 FOR, 3 AGAINST
FOR
5 funds
ACCURAY INC. November 21, 2024 Election of Directors: James M. Hindman
Director Elections
Board For Split
5 FOR, 2 AGAINST
FOR
2 funds
ACCURAY INC. November 21, 2024 To approve an amendment to our 2016 Equity Incentive Plan to increase the number of shares of common stock reserved for issuance under such plan.
Compensation
Board For Split
5 FOR, 2 AGAINST
FOR
2 funds
ACELYRIN INC. May 13, 2025 To adopt the Agreement and Plan of Merger, dated February 6, 2025, among Alumis Inc., Arrow Merger Sub, Inc. and ACELYRIN, Inc., as may be amended from time to time. We refer to this proposal as the "ACELYRIN merger proposal."
Extraordinary Transactions
Board For Split
4 FOR, 2 ABSTAIN
AGAINST
3 funds
ACM RESEARCH INC. June 12, 2025 Election of Directors: Haiping Dun
Director Elections
Board For Split
4 FOR, 2 WITHHOLD
WITHHOLD
4 funds
ACM RESEARCH INC. June 12, 2025 Election of Directors: Tracy Liu
Director Elections
Board For Split
4 FOR, 2 WITHHOLD
WITHHOLD
4 funds
ACRIVON THERAPEUTICS INC. June 13, 2025 Election of Class III Directors: Santhosh Palani, Ph.D., C.F.A.
Director Elections
Board For Split
5 FOR, 2 WITHHOLD
FOR
3 funds
ACUITY BRANDS INC. January 22, 2025 Ratification of the appointment of Ernst & Young LLP as the Company's independent registered public accounting firm for fiscal 2025.
Audit-related
Board For Split
8 FOR, 1 AGAINST
FOR
12 funds
ACV AUCTIONS INC. May 28, 2025 Elect two Class I directors: Robert P. Goodman
Director Elections
Board For Split
3 FOR, 4 WITHHOLD
FOR
4 funds
ADC THERAPEUTICS SA June 3, 2025 Approving amendments to article 4b of the articles of association to increase the Company's conditional share capital for employee participation: The Board of Directors is proposing that the amendments to article 4b paragraph 1 of the articles of association to increase the Company's conditional share capital for employee participation from 9,547,482 common shares (CHF 763,798.56) to 12,776,259 common shares (CHF 1,022,100.72) be approved, as follows (amendment underlined for ease of ... (due to space limits, see proxy material for full proposal).
Capital Structure
Board For Split
2 FOR, 5 AGAINST
AGAINST
1 fund
ADOBE INC. April 22, 2025 Approve, on an advisory basis, the compensation of our named executive officers.
Say-on-Pay
Board For Split
15 FOR, 9 AGAINST
FOR
16 funds
ADT INC. May 21, 2025 Advisory vote to approve the compensation of our named executive officers.
Say-on-Pay
Board For Split
1 FOR, 3 AGAINST
FOR
16 funds
ADVANCE AUTO PARTS INC. May 14, 2025 Election of the nine directors listed below: Jeffrey J. Jones II
Director Elections
Board For Split
2 FOR, 3 ABSTAIN
FOR
8 funds
ADVANCED FLOWER CAPITAL INC. May 19, 2025 Election of Director: Robert Levy
Director Elections
Board For Split
4 FOR, 2 AGAINST
FOR
2 funds
ADVANTAGE SOLUTIONS INC. May 28, 2025 To elect five Class II directors from the nominees described in the proxy statement: James M. Kilts
Director Elections
Board For Split
3 FOR, 2 WITHHOLD
FOR
6 funds
ADVERUM BIOTECHNOLOGIES INC. June 17, 2025 To approve, on an advisory basis, the compensation of our named executive officers as disclosed in the proxy statement.
Say-on-Pay
Board For Split
5 FOR, 2 AGAINST
FOR
2 funds
AEVA TECHNOLOGIES INC. June 20, 2025 Approval, on a non-binding advisory basis, the compensation of our named executive officers.
Say-on-Pay
Board For Split
5 FOR, 3 AGAINST
FOR
5 funds
AFFIRM HOLDINGS INC. December 9, 2024 To elect the three Class I nominees for director named in the accompanying proxy statement to hold office until the 2027 Annual Meeting and until their successors have been duly elected and qualified or until such director's earlier death, resignation or removal: Libor Michalek
Director Elections
Board For Split
4 FOR, 3 AGAINST
FOR
8 funds
AFLAC INC. May 5, 2025 to consider and act upon the ratification of the appointment of KPMG LLP as independent registered public accounting firm of the Company for the year ending December 31, 2025
Audit-related
Board For Split
18 FOR, 1 AGAINST
FOR
14 funds
AGCO CORP. April 24, 2025 Non-binding advisory resolution to approve the compensation of the Company's named executive officers.
Say-on-Pay
Board For Split
8 FOR, 1 AGAINST
FOR
13 funds
AGENUS INC. June 17, 2025 To approve an amendment to our Amended and Restated 2019 Equity Incentive Plan ("2019 EIP") to increase the number of shares of common stock authorized for issuance thereunder from 5,050,000 shares to 12,050,000 shares.
Compensation
Board For Split
5 FOR, 2 AGAINST
FOR
1 fund
AGENUS INC. June 17, 2025 To approve, in a non-binding advisory vote, the compensation of the Company's named executive officers.
Say-on-Pay
Board For Split
2 FOR, 5 AGAINST
AGAINST
2 funds
AGILENT TECHNOLOGIES INC. March 13, 2025 Election of Directors: To elect two directors to a three-year term. At the annual meeting, the Board of Directors intends to present the following nominees for election as directors: Otis W. Brawley, M.D.
Director Elections
Board For Split
21 FOR, 2 AGAINST
FOR
13 funds
AGILENT TECHNOLOGIES INC. March 13, 2025 To approve, on a non-binding advisory basis, the compensation of our named executive officers.
Say-on-Pay
Board For Split
22 FOR, 1 AGAINST
FOR
15 funds
AGILENT TECHNOLOGIES INC. March 13, 2025 To ratify the Audit and Finance Committee's appointment of PricewaterhouseCoopers LLP as our independent registered public accounting firm.
Audit-related
Board For Split
22 FOR, 1 AGAINST
FOR
13 funds
AGIOS PHARMACEUTICALS INC. June 18, 2025 To elect each of the two Class III director nominees set forth in the Proxy Statement, each to serve for a three-year term expiring at the 2028 annual meeting of stockholders and until his or her respective successor is duly elected and qualified: Jacqualyn A. Fouse, Ph.D.
Director Elections
Board For Split
4 FOR, 3 WITHHOLD
FOR
4 funds
AGREE REAL May 15, 2025 To approve, by non-binding vote, executive compensation.
Say-on-Pay
Board Not determined Split
8 FOR, 1 AGAINST
FOR
15 funds
AIR TRANSPORT SERVICES GROUP INC. February 10, 2025 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 (the "Advisory Compensation Proposal").
Say-on-Pay
Board For Split
4 FOR, 2 AGAINST
FOR
8 funds

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How items are matched and positions counted: see the comparison table and the methodology. Built October 25, 2026 from SEC Form N-PX filings.