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 |
|---|---|---|---|---|---|---|
| 3D SYSTEMS CORP. | August 30, 2024 | The approval of the amendment and restatement of the 2015 Incentive Plan that, among other things, increases the number of shares reserved for issuance thereunder by 4,000,000 shares. Compensation |
Board | For | FOR 6 funds |
AGAINST 4 funds |
| 3D SYSTEMS CORP. | May 16, 2025 | The election of the nine directors named in the accompanying Proxy Statement: Claudia N. Drayton Director Elections |
Board | For | AGAINST 6 funds |
FOR 4 funds |
| 3D SYSTEMS CORP. | May 16, 2025 | The election of the nine directors named in the accompanying Proxy Statement: Kevin S. Moore Director Elections |
Board | For | AGAINST 6 funds |
FOR 4 funds |
| A.K.A. BRANDS HOLDING CORP. | May 27, 2025 | Elect Class I directors to serve on the Board until the 2028 Annual Meeting and until their successors are duly elected and qualified: Christopher Dean Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 1 fund |
| ACADIAN ASSET MANAGEMENT INC. | May 13, 2025 | Election of Directors: Andrew Kim Director Elections |
Board | For | FOR 7 funds |
AGAINST 7 funds |
| ACCESS NEWSWIRE INC. | June 13, 2025 | Election of Directors: Graeme P. Rein Director Elections |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| ACLARIS THERAPEUTICS INC. | June 5, 2025 | To approve, on an advisory basis, the compensation of our named executive officers, as disclosed in the proxy statement accompanying this proxy card. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 2 funds |
| ACRES COMMERCIAL REALTY CORP. | June 5, 2025 | Election of Directors: Murray S. Levin Director Elections |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| ADICET BIO INC. | June 11, 2025 | To ratify, on a non-binding advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| ADVERUM BIOTECHNOLOGIES INC. | June 17, 2025 | To approve the amendment of certain outstanding stock options to reduce the exercise price per share as described in the Proxy Statement (as supplemented). Compensation |
Board | For | AGAINST 7 funds |
FOR 1 fund |
| AECOM | February 28, 2025 | Election of Directors: Daniel R. Tishman Director Elections |
Board | For | FOR 8 funds |
AGAINST 12 funds |
| AGENUS INC. | June 17, 2025 | To ratify the appointment of KPMG LLP as our independent registered public accounting firm for the fiscal year ending December 31, 2025. Audit-related |
Board | For | FOR 8 funds |
AGAINST 1 fund |
| AIRGAIN INC | June 11, 2025 | To 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 | FOR 1 fund |
AGAINST 2 funds |
| ALIGHT INC. | June 4, 2025 | To elect four Class I director nominees to our Board of Directors: Kausik Rajgopal Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 7 funds |
| ALPHATEC HOLDINGS INC. | June 11, 2025 | To elect nine persons to our Board of Directors: Mortimer Berkowitz III Director Elections |
Board | For | FOR 6 funds |
WITHHOLD 4 funds |
| ALX ONCOLOGY HOLDINGS INC | June 11, 2025 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 3 funds |
| AMERISERV FINANCIAL INC. | August 20, 2024 | An advisory vote to approve the compensation of the named executive officers of the Company. Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| AMN HEALTHCARE SERVICES INC. | May 2, 2025 | To approve, by non-binding advisory vote, the compensation paid to our named executive officers. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 8 funds |
| AMTECH SYSTEMS INC. | March 5, 2025 | Election of Directors: Michael M. Ludwig Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 1 fund |
| ANAPTYSBIO INC. | June 17, 2025 | To elect three Class II directors, each to serve three-year terms through the third annual meeting of stockholders following this meeting and until a successor has been elected and qualified or until earlier resignation or removal: Rita Jain, M.D. Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 3 funds |
| ANSYS INC. | June 27, 2025 | Election of Seven Directors for One-Year Terms: Ravi Vijayaraghavan Director Elections |
Board | For | FOR 21 funds |
AGAINST 13 funds |
| ANTERO RESOURCES CORP. | June 4, 2025 | Elect Benjamin A. Hardesty Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 12 funds |
| ANTERO RESOURCES CORP. | June 4, 2025 | Elect Robert J. Clark Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 12 funds |
| API GROUP | May 16, 2025 | To approve the amendment of our certificate of incorporation to increase the number of authorized shares of common stock. Capital Structure |
Board | Not determined | FOR 5 funds |
AGAINST 12 funds |
| APPLIED DIGITAL CORP. | November 20, 2024 | Approve an amendment to the Company's Second Amended and Restated Articles of Incorporation, as amended, to increase the number of shares of common stock and the number of shares of preferred stock authorized for issuance thereunder. Capital Structure |
Board | For | FOR 8 funds |
AGAINST 4 funds |
| APPLIED DIGITAL CORP. | November 20, 2024 | Election of Directors: Douglas Miller Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 4 funds |
| ARC RESOURCES LTD. | May 2, 2025 | Elect Marty Proctor Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 2 funds |
| ARCELLX INC. | May 28, 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 10 funds |
AGAINST 6 funds |
| ARCUS BIOSCIENCES INC. | June 10, 2025 | To ratify the selection by the Audit Committee of the Board of Directors of Ernst & Young LLP as the independent registered public accounting firm of Arcus Biosciences for its fiscal year ending December 31, 2025. Audit-related |
Board | For | FOR 7 funds |
AGAINST 5 funds |
| ARHAUS INC. | May 15, 2025 | To elect four Directors, each to serve a three-year term: John Kyees Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 4 funds |
| ARISTA NETWORKS INC. | May 30, 2025 | Elect Charles H. Giancarlo Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 13 funds |
| ARROWHEAD PHARMACEUTICALS INC. | March 12, 2025 | Advisory Vote to Approve Executive Compensation. Say-on-Pay |
Board | For | FOR 11 funds |
AGAINST 5 funds |
| ASCENT INDUSTRIES CO. | June 25, 2025 | Election of Directors: Aldo J. Mazzaferro Director Elections |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| ASCENT INDUSTRIES CO. | June 25, 2025 | Election of Directors: Benjamin Rosenzweig Director Elections |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| ASCENT INDUSTRIES CO. | June 25, 2025 | Election of Directors: John P. Schauerman Director Elections |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| ASM International N.V. | May 12, 2025 | Remuneration Report Compensation |
Board | For | FOR 1 fund |
AGAINST 7 funds |
| ASPEN AEROGELS INC. | April 30, 2025 | Approval of the Aspen Aerogels Amended and Restated 2023 Equity Incentive Plan. Compensation |
Board | For | FOR 8 funds |
AGAINST 4 funds |
| ASSOCIATED CAPITAL GROUP INC. | June 4, 2025 | Election of Directors: Bruce M. Lisman Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 1 fund |
| ASSURED GUARANTY LTD. | May 2, 2025 | Advisory vote on the compensation paid to the Company's named executive officers Say-on-Pay |
Board | For | FOR 4 funds |
AGAINST 9 funds |
| ASTRANA HEALTH INC. | June 11, 2025 | To approve, on a non-binding advisory basis, the compensation program for the Company's named executive officers as disclosed in the Company's proxy statement. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 8 funds |
| ATOMERA INC. | May 15, 2025 | To approve, on an advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| ATRICURE INC. | May 19, 2025 | Advisory vote on the compensation of our named executive officers as disclosed in the proxy statement for the 2025 Annual Meeting. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 6 funds |
| ATRICURE INC. | May 19, 2025 | Election of Directors: B. Kristine Johnson Director Elections |
Board | For | FOR 8 funds |
AGAINST 4 funds |
| ATRICURE INC. | May 19, 2025 | Election of Directors: Deborah H. Telman Director Elections |
Board | For | FOR 8 funds |
AGAINST 4 funds |
| ATRICURE INC. | May 19, 2025 | Election of Directors: Karen N. Prange Director Elections |
Board | For | FOR 8 funds |
AGAINST 4 funds |
| AVIENT CORP. | May 14, 2025 | Elect Richard H. Fearon Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 7 funds |
| AXA | April 24, 2025 | Authority to Issue Performance Shares Capital Structure |
Board | For | AGAINST 1 fund |
FOR 7 funds |
| AXA | April 24, 2025 | Authority to Issue Performance Shares Pursuant to Defined Contribution Pension Plan Capital Structure |
Board | For | AGAINST 1 fund |
FOR 7 funds |
| AXON ENTERPRISE INC. | May 29, 2025 | Election of Director: Adriane Brown Director Elections |
Board | For | FOR 19 funds |
AGAINST 13 funds |
| AXON ENTERPRISE INC. | May 29, 2025 | Election of Director: Michael Garnreiter Director Elections |
Board | For | FOR 19 funds |
AGAINST 13 funds |
| AZZ INC. | July 9, 2024 | Election of Directors: Carol R. Jackson Director Elections |
Board | For | FOR 7 funds |
AGAINST 7 funds |
| Anheuser-Busch Inbev SA/NV | April 30, 2025 | Elect Alejandro Santo Domingo to the Board of Directors Director Elections |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| Anheuser-Busch Inbev SA/NV | April 30, 2025 | Elect Salvatore Mancuso to the Board of Directors Director Elections |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| AstraZeneca plc | April 11, 2025 | Elect Marcus Wallenberg Director Elections |
Board | For | AGAINST 1 fund |
FOR 7 funds |
| AstraZeneca plc | April 11, 2025 | Elect Rene Haas Director Elections |
Board | For | AGAINST 1 fund |
FOR 7 funds |
| BAKKT HOLDINGS INC. | June 17, 2025 | To approve an amendment of the Company's Certificate of Incorporation to increase the number of authorized shares of Class A Common Stock. Capital Structure |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| BANK OF NOVA SCOTIA | April 8, 2025 | Elect Sandra Stuart Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 3 funds |
| BANKWELL FINANCIAL GROUP INC. | May 21, 2025 | Election of Directors: Carl M. Porto Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 2 funds |
| BANNER CORP. | May 22, 2025 | Approval of the adoption of the Banner Corporation 2025 Employee Stock Purchase Plan. Compensation |
Board | For | FOR 7 funds |
AGAINST 8 funds |
| BAR HARBOR BANKSHARES | May 15, 2025 | ELECTION OF THE FOLLOWING NOMINEES AS DIRECTORS: Lauri E. Fernald Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 2 funds |
| BATH & BODY WORKS INC. | June 5, 2025 | Elect the ten nominees proposed by the Board of Directors as directors: Alessandro Bogliolo Director Elections |
Board | For | FOR 8 funds |
AGAINST 12 funds |
| BENTLEY SYSTEMS INC. | May 22, 2025 | Election of Directors: Brian F. Hughes Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 12 funds |
| BERRY CORP. | May 20, 2025 | Approve a non-binding resolution regarding the compensation of the Company's named executive officers for 2024 (say-on-pay). Say-on-Pay |
Board | Not determined | FOR 8 funds |
AGAINST 9 funds |
| BEYOND INC. | May 15, 2025 | The approval of an amendment and restatement of the Company's Amended and Restated 2005 Equity Incentive Plan (the "2005 Plan"). Compensation |
Board | For | FOR 7 funds |
AGAINST 4 funds |
| BEYOND INC. | May 15, 2025 | The approval of an amendment to the 2005 Plan to increase the individual award limits for purposes of the issuance of the awards granted to Marcus A. Lemonis, the Company's Executive Chairman that exceed such limits (the "Contingent Awards"). Compensation |
Board | For | FOR 7 funds |
AGAINST 4 funds |
| BIOAGE LABS INC. | June 5, 2025 | To elect three Class I directors, to serve a three-year term through the third annual meeting of stockholders following this meeting and until a successor has been elected and qualified or until earlier resignation or removal: Kristen Fortney, Ph.D. Director Elections |
Board | For | FOR 6 funds |
WITHHOLD 3 funds |
| BLACK DIAMOND THERAPEUTICS INC. | June 12, 2025 | Election of Class II Directors: Garry Menzel Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 2 funds |
| BLUEBIRD BIO INC. | December 4, 2024 | The approval, on a non-binding, advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 3 funds |
| BLUEROCK HOMES TRUST INC | June 11, 2025 | The approval of the amendment and restatement of each of the 2022 Individuals Plan and the 2022 Entities Plan. Compensation |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| BRAEMAR HOTELS & RESORTS INC. | December 17, 2024 | Election of Directors: Matthew D. Rinaldi Director Elections |
Board | For | AGAINST 7 funds |
FOR 2 funds |
| BURKE & HERBERT FINANCIAL SERVICES CORP. | May 22, 2025 | Election of the following persons as Directors: Georgette R. George Director Elections |
Board | For | FOR 7 funds |
AGAINST 4 funds |
| BUTTERFLY NETWORK INC. | June 12, 2025 | To approve by a non-binding advisory vote the compensation of the Company's named executive officers, as disclosed in the proxy statement. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 4 funds |
| BYRNA TECHNOLOGIES INC. | November 20, 2024 | Election of Directors: Leonard Elmore Director Elections |
Board | For | FOR 7 funds |
AGAINST 2 funds |
| Bayerische Motoren Werke AG (BMW) | May 14, 2025 | Elect Nicolas Peter as Board Chair Director Elections |
Board | For | FOR 1 fund |
AGAINST 5 funds |
| C4 THERAPEUTICS INC. | June 18, 2025 | To approve an amendment to our Fifth Amended and Restated Certificate of Incorporation to increase the number of authorized shares of common stock from 150,000,000 to 300,000,000. Capital Structure |
Board | For | FOR 7 funds |
AGAINST 4 funds |
| CACI INTERNATIONAL INC. | October 17, 2024 | Election of Directors: Ryan D. McCarthy Director Elections |
Board | For | FOR 8 funds |
AGAINST 12 funds |
| CAESARS ENTERTAINMENT INC. | June 10, 2025 | ELECTION OF DIRECTORS: Courtney R. Mather Director Elections |
Board | For | FOR 18 funds |
AGAINST 14 funds |
| CAESARS ENTERTAINMENT INC. | June 10, 2025 | ELECTION OF DIRECTORS: Don R. Kornstein Director Elections |
Board | For | FOR 18 funds |
AGAINST 14 funds |
| CAESARS ENTERTAINMENT INC. | June 10, 2025 | ELECTION OF DIRECTORS: Michael E. Pegram Director Elections |
Board | For | FOR 18 funds |
AGAINST 14 funds |
| CALIX INC. | May 8, 2025 | To approve, on a non-binding, advisory basis, Calix's named executive officer compensation. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 8 funds |
| CANTALOUPE INC. | November 20, 2024 | Election of Directors: Michael K. Passilla Director Elections |
Board | For | FOR 8 funds |
AGAINST 4 funds |
| CAPITAL BANCORP INC | May 15, 2025 | Proposal to approve the Capital Bancorp, Inc. 2017 Stock and Incentive Compensation Plan, as amended and restated, to increase the number of shares of common stock authorized for issuance under the plan by 520,000 shares, from 2,020,000 shares to 2,540,000 shares. Compensation |
Board | For | AGAINST 7 funds |
FOR 2 funds |
| CAPITAL CITY BANK GROUP INC. | April 22, 2025 | Election of Directors: To elect as directors the nominees listed below: John G. Sample, Jr. Director Elections |
Board | For | FOR 8 funds |
AGAINST 2 funds |
| CAPITAL CITY BANK GROUP INC. | April 22, 2025 | Election of Directors: To elect as directors the nominees listed below: Marshall M. Criser III Director Elections |
Board | For | FOR 8 funds |
AGAINST 2 funds |
| CAPITAL CITY BANK GROUP INC. | April 22, 2025 | Election of Directors: To elect as directors the nominees listed below: Robert Antoine Director Elections |
Board | For | FOR 8 funds |
AGAINST 2 funds |
| CAPITAL CITY BANK GROUP INC. | April 22, 2025 | Election of Directors: To elect as directors the nominees listed below: Stanley W. Connally, Jr. Director Elections |
Board | For | FOR 8 funds |
AGAINST 2 funds |
| CARGURUS INC. | June 4, 2025 | Elect Stephen Kaufer Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 8 funds |
| CARTER BANKSHARES INC. | May 28, 2025 | Election of Directors: James W. Haskins Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 2 funds |
| CASSAVA SCIENCES INC. | May 23, 2025 | To approve, by a non-binding advisory vote, 2024 executive compensation for the Company's named executive officers. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 5 funds |
| CB FINANCIAL SERVICES INC. | May 21, 2025 | Election of Directors: Charles R. Guthrie, CPA Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 1 fund |
| CENOVUS ENERGY INC. | May 8, 2025 | Elect Frank J. Sixt Director Elections |
Board | For | AGAINST 1 fund |
FOR 3 funds |
| CERIBELL INC. | June 10, 2025 | Election of Directors: Juliet Tammenoms Bakker Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 4 funds |
| CERIBELL INC. | June 10, 2025 | Election of Directors: Lucian Iancovici, M.D. Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 4 funds |
| CHARLES RI | May 20, 2025 | Election of Directors: Deborah T. Kochevar Director Elections |
Board | Not determined | FOR 17 funds |
ABSTAIN 17 funds |
| CHARLES RI | May 20, 2025 | Election of Directors: George E. Massaro Director Elections |
Board | Not determined | FOR 17 funds |
ABSTAIN 17 funds |
| CHARLES RI | May 20, 2025 | Election of Directors: Richard F. Wallman Director Elections |
Board | Not determined | FOR 17 funds |
ABSTAIN 17 funds |
| CHARLES RI | May 20, 2025 | Election of Directors: Robert Bertolini Director Elections |
Board | Not determined | FOR 17 funds |
ABSTAIN 17 funds |
| CHEFS' WAREHOUSE INC. | May 9, 2025 | Election of Directors: Aylwin Lewis Director Elections |
Board | For | FOR 7 funds |
AGAINST 7 funds |
| CHEFS' WAREHOUSE INC. | May 9, 2025 | To approve an amendment to the Company's Amended and Restated 2019 Omnibus Equity Incentive Plan. Compensation |
Board | For | FOR 7 funds |
AGAINST 7 funds |
| CHEVRON CORP. | May 28, 2025 | Election of Directors: Jon M. Huntsman Jr. Director Elections |
Board | For | FOR 1 fund |
AGAINST 14 funds |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 13, 2026 from SEC Form N-PX filings.