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 |
|---|---|---|---|---|---|---|
| AIRBNB INC | June 4, 2025 | To approve, on an advisory (non-binding) basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | Split 9 FOR, 11 AGAINST |
FOR 15 funds |
| AIRSCULPT TECHNOLOGIES INC. | May 7, 2025 | Election of Directors: Dan Sollof Director Elections |
Board | For | Split 4 FOR, 2 AGAINST |
AGAINST 3 funds |
| AKAMAI TECHNOLOGIES INC. | May 14, 2025 | To approve an amendment to our Second Amended and Restated 2013 Stock Incentive Plan to increase the number of shares of common stock authorized for issuance thereunder by 8,000,000 shares. Compensation |
Board | For | Split 18 FOR, 1 AGAINST |
FOR 13 funds |
| ALARM.COM HOLDINGS INC. | June 4, 2025 | To approve the Alarm.com Holdings, Inc. 2025 Equity Incentive Plan. Compensation |
Board | For | Split 3 FOR, 5 AGAINST |
FOR 8 funds |
| ALBEMARLE CORP. | May 6, 2025 | Advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | Split 9 FOR, 8 AGAINST |
FOR 15 funds |
| ALEXANDRIA REAL ESTATE EQUITIES INC. | May 13, 2025 | To cast a non-binding, advisory vote on a resolution to approve the compensation of the Company's named executive officers, as more particularly described in the accompanying Proxy Statement. Say-on-Pay |
Board | For | Split 11 FOR, 9 AGAINST |
FOR 17 funds |
| ALIGHT INC. | July 2, 2024 | To elect four Class III director nominees to our Board of Directors: William P. Foley, II Director Elections |
Board | For | Split 3 FOR, 2 WITHHOLD |
WITHHOLD 7 funds |
| ALIGN TECHNOLOGY INC. | May 21, 2025 | Advisory Vote to Approve the Compensation of our Named Executive Officers Say-on-Pay |
Board | For | Split 12 FOR, 9 AGAINST |
FOR 15 funds |
| ALIGN TECHNOLOGY INC. | May 21, 2025 | Approval of an Amendment to the Align Technology, Inc. 2005 Incentive Plan Compensation |
Board | For | Split 21 FOR, 1 ABSTAIN |
FOR 14 funds |
| ALIGN TECHNOLOGY INC. | May 21, 2025 | Election of Directors: Mojdeh Poul Director Elections |
Board | For | Split 12 FOR, 9 AGAINST |
FOR 14 funds |
| ALIMERA SCIENCES INC. | September 4, 2024 | To approve, by non-binding, advisory vote, the compensation that will or may be paid or become payable to our named executive officers that is based on or otherwise relates to the Merger. Say-on-Pay |
Board | For | Split 6 FOR, 2 AGAINST |
AGAINST 2 funds |
| ALLEGION PLC | June 5, 2025 | Approve the compensation of our named executive officers on an advisory (non-binding) basis. Say-on-Pay |
Board | For | Split 18 FOR, 1 AGAINST |
FOR 14 funds |
| ALLEGION PLC | June 5, 2025 | Election of Directors: Gregg C. Sengstack Director Elections |
Board | For | Split 18 FOR, 1 AGAINST |
FOR 13 funds |
| ALLEGION PLC | June 5, 2025 | Election of Directors: Lauren B. Peters Director Elections |
Board | For | Split 18 FOR, 1 AGAINST |
FOR 13 funds |
| ALLOGENE THERAPEUTICS INC. | June 18, 2025 | Election of Directors: Arie Belldegrun, M.D. Director Elections |
Board | For | Split 5 FOR, 3 WITHHOLD |
FOR 4 funds |
| ALLOGENE THERAPEUTICS INC. | June 18, 2025 | Election of Directors: Elizabeth Barrett Director Elections |
Board | For | Split 1 FOR, 7 WITHHOLD |
WITHHOLD 4 funds |
| ALLSTA | May 29, 2025 | Advisory vote to approve the compensation of the named executives. Say-on-Pay |
Board | Not determined | Split 25 FOR, 1 AGAINST |
FOR 17 funds |
| ALLSTA | May 29, 2025 | Ratification of the appointment of Deloitte & Touche LLP as Allstate's independent registered public accountant for 2025. Audit-related |
Board | Not determined | Split 25 FOR, 1 AGAINST |
FOR 15 funds |
| ALLY FINANCIAL INC. | May 6, 2025 | Advisory vote on executive compensation. Say-on-Pay |
Board | For | Split 4 FOR, 6 AGAINST |
FOR 14 funds |
| ALPHABET INC. | June 6, 2025 | Election of ten directors: Frances H. Arnold Director Elections |
Board | For | Split 14 FOR, 11 AGAINST |
FOR 14 funds |
| ALPHABET INC. | June 6, 2025 | Election of ten directors: John L. Hennessy Director Elections |
Board | For | Split 13 FOR, 13 AGAINST |
AGAINST 14 funds |
| ALPHABET INC. | June 6, 2025 | Election of ten directors: K. Ram Shriram Director Elections |
Board | For | Split 14 FOR, 10 AGAINST |
FOR 14 funds |
| ALPHABET INC. | June 6, 2025 | Election of ten directors: L. John Doerr Director Elections |
Board | For | Split 13 FOR, 11 AGAINST |
AGAINST 14 funds |
| ALPHABET INC. | June 6, 2025 | Election of ten directors: Larry Page Director Elections |
Board | For | Split 23 FOR, 3 AGAINST |
AGAINST 14 funds |
| ALPHABET INC. | June 6, 2025 | Election of ten directors: R. Martin "Marty" Chavez Director Elections |
Board | For | Split 18 FOR, 6 AGAINST |
FOR 14 funds |
| ALPHABET INC. | June 6, 2025 | Election of ten directors: Robin L. Washington Director Elections |
Board | For | Split 14 FOR, 9 AGAINST |
FOR 14 funds |
| ALPHABET INC. | June 6, 2025 | Ratification of the appointment of Ernst & Young LLP as Alphabet's independent registered public accounting firm for the fiscal year ending December 31, 2025 Corporate Governance |
Board | For | Split 25 FOR, 1 AGAINST |
FOR 14 funds |
| ALPHATEC HOLDINGS INC. | June 11, 2025 | Approval of an amendment to our 2016 Equity Incentive Plan. Compensation |
Board | For | Split 3 FOR, 2 AGAINST |
FOR 4 funds |
| ALPINE INCOME PROPERTY TRUST INC. | May 21, 2025 | Advisory vote to approve executive compensation Say-on-Pay |
Board | For | Split 4 FOR, 2 AGAINST |
FOR 3 funds |
| ALTA EQUIPMENT GROUP INC. | May 30, 2025 | Election of Directors: Sidhartha Nair Director Elections |
Board | For | Split 4 FOR, 2 WITHHOLD |
FOR 2 funds |
| ALTI GLOBAL INC. | June 16, 2025 | To approve an amendment to the Company's 2023 Stock Incentive Plan to increase the number of shares of Class A Common Stock available for issuance under the Company's 2023 Stock Incentive Plan and the number of shares that may be issued pursuant to incentive stock options by an additional 9,010,000 shares. Compensation |
Board | For | Split 4 FOR, 2 AGAINST |
AGAINST 4 funds |
| AMAZON.COM | May 21, 2025 | ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION Say-on-Pay |
Board | For | Split 25 FOR, 3 AGAINST |
FOR 17 funds |
| AMAZON.COM | May 21, 2025 | RATIFICATION OF THE APPOINTMENT OF ERNST & YOUNG LLP AS INDEPENDENT AUDITORS Audit-related |
Board | For | Split 27 FOR, 2 AGAINST |
FOR 14 funds |
| AMAZON.COM INC. | May 21, 2025 | ELECTION OF DIRECTORS: Edith W. Cooper Director Elections |
Board | For | Split 28 FOR, 1 AGAINST |
FOR 14 funds |
| AMAZON.COM INC. | May 21, 2025 | ELECTION OF DIRECTORS: Patricia Q. Stonesifer Director Elections |
Board | For | Split 28 FOR, 1 AGAINST |
FOR 14 funds |
| AMBARELLA INC. | June 4, 2025 | Election of Directors: Chenming Hu, Ph.D. Director Elections |
Board | For | Split 5 FOR, 4 WITHHOLD |
FOR 5 funds |
| AMC NETWORKS INC | June 5, 2025 | Advisory vote on Named Executive Officer compensation Say-on-Pay |
Board | For | Split 4 FOR, 2 AGAINST |
AGAINST 8 funds |
| AMC NETWORKS INC | June 5, 2025 | Vote on Proposal to Approve the Company's Amended and Restated 2016 Employee Stock Plan Compensation |
Board | For | Split 3 FOR, 3 AGAINST |
FOR 7 funds |
| AMC NETWORKS INC | June 5, 2025 | Vote on Proposal to Approve the Company's Redomestication to the State of Nevada by Conversion Capital Structure |
Board | For | Split 1 FOR, 6 AGAINST |
AGAINST 7 funds |
| AMCOR PLC | November 6, 2024 | Election of Directors: Andrea Bertone Director Elections |
Board | For | Split 15 FOR, 2 AGAINST |
FOR 14 funds |
| AMERICA'S CAR-MART INC. | August 27, 2024 | To approve the America's Car-Mart, Inc. 2024 Equity Incentive Plan. Compensation |
Board | For | Split 4 FOR, 2 AGAINST |
FOR 7 funds |
| AMERICAN AXLE & MANUFACTURING HOLDINGS INC. | May 1, 2025 | Election of Directors: Aleksandra A. Miziolek Director Elections |
Board | For | Split 3 FOR, 2 AGAINST |
FOR 8 funds |
| AMERICAN AXLE & MANUFACTURING HOLDINGS INC. | May 1, 2025 | Election of Directors: Herbert K. Parker Director Elections |
Board | For | Split 3 FOR, 2 AGAINST |
FOR 8 funds |
| AMERICAN EXPRESS CO. | April 29, 2025 | Approval, on an advisory basis, of the Company's executive compensation. Say-on-Pay |
Board | For | Split 20 FOR, 1 AGAINST |
FOR 16 funds |
| AMERICAN FINANCIAL GROUP INC. | May 22, 2025 | Advisory vote on compensation of named executive officers. Say-on-Pay |
Board | For | Split 3 FOR, 4 AGAINST |
FOR 14 funds |
| AMERICAN INTERNATIONAL GROUP INC. | May 14, 2025 | Advisory Vote to Approve Named Executive Officer Compensation. Say-on-Pay |
Board | For | Split 8 FOR, 7 AGAINST |
AGAINST 14 funds |
| AMERICAN INTERNATIONAL GROUP INC. | May 14, 2025 | Election of Directors: DIANA M. MURPHY Director Elections |
Board | For | Split 9 FOR, 7 AGAINST |
AGAINST 12 funds |
| AMERICAN INTERNATIONAL GROUP INC. | May 14, 2025 | Election of Directors: JAMES (JIMMY) DUNNE III Director Elections |
Board | For | Split 9 FOR, 7 AGAINST |
AGAINST 12 funds |
| AMERICAN INTERNATIONAL GROUP INC. | May 14, 2025 | Election of Directors: LINDA A. MILLS Director Elections |
Board | For | Split 8 FOR, 7 AGAINST |
AGAINST 12 funds |
| AMERICAN PUBLIC EDUCATION INC. | May 23, 2025 | to approve an amendment to the American Public Education, Inc. 2017 Omnibus Incentive Plan to increase the number of shares available for issuance thereunder and to remove the fungible share ratio applied to certain new full-value equity awards. Compensation |
Board | For | Split 6 FOR, 2 AGAINST |
FOR 2 funds |
| AMERICAN SOFTWARE INC. | August 20, 2024 | Election of Directors: James B. Miller, Jr. Director Elections |
Board | For | Split 4 FOR, 2 AGAINST |
FOR 2 funds |
| AMERICAN TOWER CORP. | May 14, 2025 | To elect the following Directors: Neville R. Ray Director Elections |
Board | For | Split 15 FOR, 7 AGAINST |
FOR 14 funds |
| AMERICAN TOWER CORP. | May 14, 2025 | To ratify the selection of Deloitte & Touche LLP as the Company's independent registered public accounting firm for 2025. Audit-related |
Board | For | Split 22 FOR, 1 AGAINST |
FOR 14 funds |
| AMERICOLD REALTY TRUST | May 20, 2025 | Advisory Vote on Compensation of Named Executive Officers (Say-On-Pay). Say-on-Pay |
Board | For | Split 5 FOR, 1 AGAINST |
FOR 16 funds |
| AMERIPRISE FINANCIAL INC. | April 30, 2025 | Election of Directors: James M. Cracchiolo Director Elections |
Board | For | Split 23 FOR, 1 AGAINST |
FOR 14 funds |
| AMERIPRISE FINANCIAL INC. | April 30, 2025 | To approve the compensation of the named executive officers by a nonbinding advisory vote. Say-on-Pay |
Board | For | Split 23 FOR, 1 AGAINST |
FOR 16 funds |
| AMETEK INC. | May 7, 2025 | Election of Directors for a term of three years: David A. Zapico Director Elections |
Board | For | Split 13 FOR, 7 AGAINST |
FOR 13 funds |
| AMETEK INC. | May 7, 2025 | Election of Directors for a term of three years: Dean Seavers Director Elections |
Board | For | Split 13 FOR, 7 AGAINST |
FOR 13 funds |
| AMKOR TECHNOLOGY INC. | May 15, 2025 | Election of Directors: Douglas A. Alexander Director Elections |
Board | For | Split 2 FOR, 5 ABSTAIN |
FOR 12 funds |
| AMKOR TECHNOLOGY INC. | May 15, 2025 | Election of Directors: Gil C. Tily Director Elections |
Board | For | Split 2 FOR, 5 ABSTAIN |
FOR 12 funds |
| AMKOR TECHNOLOGY INC. | May 15, 2025 | Election of Directors: Roger A. Carolin Director Elections |
Board | For | Split 2 FOR, 5 ABSTAIN |
FOR 12 funds |
| AMKOR TECHNOLOGY INC. | May 15, 2025 | Election of Directors: Winston J. Churchill Director Elections |
Board | For | Split 2 FOR, 5 ABSTAIN |
FOR 12 funds |
| AMNEAL PHARMACEUTICALS INC. | May 6, 2025 | Election of Directors: J. Kevin Buchi Director Elections |
Board | For | Split 4 FOR, 4 ABSTAIN |
FOR 5 funds |
| AMNEAL PHARMACEUTICALS INC. | May 6, 2025 | Election of Directors: John Kiely Director Elections |
Board | For | Split 4 FOR, 4 ABSTAIN |
FOR 5 funds |
| AMNEAL PHARMACEUTICALS INC. | May 6, 2025 | Election of Directors: Paul Meister Director Elections |
Board | For | Split 4 FOR, 4 ABSTAIN |
FOR 5 funds |
| AMNEAL PHARMACEUTICALS INC. | May 6, 2025 | Election of Directors: Ted Nark Director Elections |
Board | For | Split 4 FOR, 4 ABSTAIN |
FOR 5 funds |
| AMPHENOL CORP. | May 15, 2025 | Advisory vote to approve compensation of named executive officers Shareholder Rights and Defenses |
Board | For | Split 23 FOR, 1 AGAINST |
FOR 17 funds |
| AMPHENOL CORP. | May 15, 2025 | Approval of an amendment to the Company's Restated Certificate of Incorporation to increase the number of authorized shares of Common Stock Capital Structure |
Board | For | Split 23 FOR, 1 AGAINST |
AGAINST 14 funds |
| AMPHENOL CORP. | May 15, 2025 | Ratification of the selection of Deloitte & Touche LLP as independent public accountants Audit-related |
Board | For | Split 23 FOR, 1 AGAINST |
FOR 14 funds |
| ANAPTYSBIO INC. | June 17, 2025 | To approve an amendment to our 2017 Equity Incentive Plan. Compensation |
Board | For | Split 4 FOR, 3 AGAINST |
AGAINST 3 funds |
| ANAVEX LIFE SCIENCES CORP. | June 10, 2025 | To approve an amendment to the Company's 2022 Omnibus Incentive Plan. Compensation |
Board | For | Split 5 FOR, 3 AGAINST |
FOR 4 funds |
| ANGIODYNAMICS INC. | November 12, 2024 | Approval of an amendment to increase the number of shares available for issuance under the AngioDynamics, Inc. 2020 Equity Incentive Plan. Compensation |
Board | For | Split 4 FOR, 2 AGAINST |
FOR 4 funds |
| ANIKA THERAPEUTICS INC. | June 20, 2025 | Election of three Class II Directors: Glenn R. Larsen, Ph.D. Director Elections |
Board | For | Split 5 FOR, 2 AGAINST |
FOR 5 funds |
| ANIKA THERAPEUTICS INC. | June 20, 2025 | Election of three Class II Directors: Joseph H. Capper Director Elections |
Board | For | Split 5 FOR, 2 AGAINST |
FOR 5 funds |
| ANTERIX INC. | August 6, 2024 | To approve Amendment No. 1 to the Anterix Inc. 2023 Stock Plan to increase the number of shares available for issuance under the plan and clarify certain vesting restriction provisions. Compensation |
Board | For | Split 5 FOR, 3 AGAINST |
FOR 4 funds |
| ANTERIX INC. | August 6, 2024 | To approve, on an advisory (non-binding) basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | Split 6 FOR, 2 AGAINST |
FOR 5 funds |
| ANTERO RESOURCES CORP. | June 4, 2025 | To approve, on an advisory basis, the compensation of Antero Resources Corporation's named executive officers. Say-on-Pay |
Board | For | Split 3 FOR, 4 AGAINST |
AGAINST 13 funds |
| AON PLC | June 27, 2025 | Election of Directors: James G. Stavridis Director Elections |
Board | For | Split 18 FOR, 1 AGAINST |
FOR 12 funds |
| AON PLC | June 27, 2025 | Ratify the appointment of Ernst & Young LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2025. Audit-related |
Board | For | Split 18 FOR, 1 AGAINST |
FOR 12 funds |
| AON PLC | June 27, 2025 | Re-appoint Ernst & Young Chartered Accountants as the Company's statutory auditor under Irish Law. Audit-related |
Board | For | Split 18 FOR, 1 AGAINST |
FOR 12 funds |
| APA CORP. | May 22, 2025 | Advisory Vote to Approve Compensation of APA's Named Executive Officers Say-on-Pay |
Board | For | Split 9 FOR, 9 AGAINST |
FOR 17 funds |
| APA CORP. | May 22, 2025 | Election of Directors: Juliet S. Ellis Director Elections |
Board | For | Split 11 FOR, 7 AGAINST |
FOR 15 funds |
| APOLLO GLOBAL MANAGEMENT INC. | June 6, 2025 | Election of Directors: David Simon Director Elections |
Board | For | Split 10 FOR, 8 AGAINST |
FOR 15 funds |
| APOLLO GLOBAL MANAGEMENT INC. | June 6, 2025 | Election of Directors: Lynn Swann Director Elections |
Board | For | Split 9 FOR, 10 AGAINST |
FOR 15 funds |
| APOLLO GLOBAL MANAGEMENT INC. | June 6, 2025 | Election of Directors: Marc Beilinson Director Elections |
Board | For | Split 9 FOR, 10 AGAINST |
FOR 15 funds |
| APOLLO GLOBAL MANAGEMENT INC. | June 6, 2025 | Election of Directors: Mitra Hormozi Director Elections |
Board | For | Split 9 FOR, 10 AGAINST |
FOR 15 funds |
| APPLE INC. | February 25, 2025 | Advisory vote to approve executive compensation Say-on-Pay |
Board | For | Split 25 FOR, 1 AGAINST |
FOR 18 funds |
| APPLIED DIGITAL CORP. | November 20, 2024 | Approve the Company's 2024 Equity Compensation Plan and the reservation of 10,000,000 shares of common stock for issuance thereunder. Compensation |
Board | For | Split 5 FOR, 2 AGAINST |
FOR 4 funds |
| APPLIED DIGITAL CORP. | November 20, 2024 | Election of Directors: Chuck Hastings Director Elections |
Board | For | Split 2 FOR, 5 WITHHOLD |
WITHHOLD 4 funds |
| APPLIED DIGITAL CORP. | November 20, 2024 | Election of Directors: Richard Nottenburg Director Elections |
Board | For | Split 2 FOR, 5 WITHHOLD |
FOR 4 funds |
| APPLIED INDUSTRIAL TECHNOLOGIES INC. | October 22, 2024 | Election of Directors: Madhuri A. Andrews Director Elections |
Board | For | Split 5 FOR, 5 WITHHOLD |
WITHHOLD 11 funds |
| APPLIED INDUSTRIAL TECHNOLOGIES INC. | October 22, 2024 | Election of Directors: Shelly M. Chadwick Director Elections |
Board | For | Split 5 FOR, 5 WITHHOLD |
FOR 11 funds |
| APPLIED INDUSTRIAL TECHNOLOGIES INC. | October 22, 2024 | Election of Directors: Vincent K. Petrella Director Elections |
Board | For | Split 5 FOR, 5 WITHHOLD |
FOR 11 funds |
| APPLIED THERAPEUTICS INC. | June 9, 2025 | Election of Director: Teena Lerner Director Elections |
Board | For | Split 5 FOR, 2 AGAINST |
FOR 2 funds |
| APPLOVIN CORP. | June 4, 2025 | Election of Directors: MARGARET GEORGIADIS Director Elections |
Board | For | Split 4 FOR, 3 WITHHOLD |
WITHHOLD 11 funds |
| APTARGROUP | May 7, 2025 | Election of Directors: Giovanna Kampouri Monnas Director Elections |
Board | Not determined | Split 3 FOR, 4 AGAINST |
FOR 12 funds |
| APTARGROUP | May 7, 2025 | Election of Directors: Isabel Marey-Semper Director Elections |
Board | Not determined | Split 3 FOR, 4 AGAINST |
FOR 12 funds |
| APTARGROUP | May 7, 2025 | Election of Directors: Stephan B. Tanda Director Elections |
Board | Not determined | Split 3 FOR, 4 AGAINST |
FOR 12 funds |
| AQUESTIVE THERAPEUTICS INC. | June 11, 2025 | To approve, on a non-binding advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | Split 5 FOR, 2 AGAINST |
FOR 3 funds |
| ARBOR REALTY TRUST INC. | May 21, 2025 | Advisory vote to approve the compensation of Arbor Realty Trust, Inc.'s named executive officers as disclosed in the proxy statement. Say-on-Pay |
Board | For | Split 3 FOR, 3 AGAINST |
AGAINST 8 funds |
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How items are matched and positions counted: see the comparison table and the methodology. Built November 1, 2026 from SEC Form N-PX filings.