Home › Asset managers › Compare 2025-2026 › Charles Schwab vs Equitable
Charles Schwab 2025-2026 · Equitable 2025-2026 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 18,001 | 14,939 | 527 | 2,535 | 96.6% | 92.9% |
| Board proposals | 16,525 | 13,903 | 466 | 2,156 | 96.8% | 93.4% |
| E&S shareholder proposals | 174 | 86 | 4 | 84 | 95.6% | 85.2% |
| Other items | 1,302 | 950 | 57 | 295 | 94.3% | 87.8% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
527 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 | Charles Schwab | Equitable |
|---|---|---|---|---|---|---|
| Ategrity Specialty Insurance Company Holdings | June 9, 2026 | Election of Directors: Justin Cohen Director Elections |
Board | For | AGAINST 2 funds |
FOR 5 funds |
| Ategrity Specialty Insurance Company Holdings | June 9, 2026 | Election of Directors: Mitchell Pressman Director Elections |
Board | For | AGAINST 2 funds |
FOR 5 funds |
| Ategrity Specialty Insurance Company Holdings | June 9, 2026 | Election of Directors: Robert C. Merton, Ph.D. Director Elections |
Board | For | AGAINST 2 funds |
FOR 5 funds |
| Ategrity Specialty Insurance Company Holdings | June 9, 2026 | Election of Directors: Stuart J. Zimmer Director Elections |
Board | For | AGAINST 2 funds |
FOR 5 funds |
| Ategrity Specialty Insurance Company Holdings | June 9, 2026 | Election of Directors: Tom Hulst Director Elections |
Board | For | AGAINST 2 funds |
FOR 4 funds |
| Ategrity Specialty Insurance Company Holdings | June 9, 2026 | Election of Directors: William Mercer Director Elections |
Board | For | AGAINST 2 funds |
FOR 5 funds |
| Atlas Copco AB | April 28, 2026 | Elect Hans Straberg Director Elections |
Board | For | FOR 6 funds |
AGAINST 1 fund |
| Atlas Copco AB | April 28, 2026 | Elect Helene Mellquist Director Elections |
Board | For | AGAINST 6 funds |
FOR 1 fund |
| Atlas Copco AB | April 28, 2026 | Elect Martin Lundstedt Director Elections |
Board | For | FOR 6 funds |
AGAINST 1 fund |
| Atlas Copco AB | April 28, 2026 | Elect Peter Wallenberg Jr. Director Elections |
Board | For | AGAINST 6 funds |
FOR 1 fund |
| Atlas Copco AB | April 28, 2026 | Remuneration Report Compensation |
Board | For | AGAINST 6 funds |
FOR 1 fund |
| Aviva plc | May 6, 2026 | Annual Bonus Plan Compensation |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| BAKKT, INC. | June 23, 2026 | Advisory Vote to Approve Executive Compensation. Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 7 funds |
| BETA BIONICS, INC. | May 21, 2026 | To elect two Class I directors, as nominated by the Board of Directors, to hold office until the 2029 Annual Meeting of Stockholders and their successors are duly elected and qualified, or until their earlier death, resignation or removal. Sean D. Carney Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 5 funds |
| BGSF, INC. | September 4, 2025 | To approve, on an advisory (non-binding) basis, the compensation that may be paid or become payable to certain of BGSF's named executive officers, in connection with the transactions contemplated by the Equity Purchase Agreement Say-on-Pay |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| BGSF, INC. | November 5, 2025 | To amend BGSF, Inc.'s 2013 Long-Term Incentive Plan to add an additional 250,000 shares of common stock available for issuance. Compensation |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| BLOCK, INC. | June 16, 2026 | Elect Roelof F. Botha Director Elections |
Board | For | FOR 15 funds |
WITHHOLD 1 fund |
| BOX, INC. | June 25, 2026 | To approve an amendment to our Amended and Restated 2015 Equity Incentive Plan to increase the number of shares reserved for issuance by 7,200,000 shares. Compensation |
Board | For | AGAINST 8 funds |
FOR 9 funds |
| BP plc | April 23, 2026 | Elect Albert Manifold Director Elections |
Board | For | AGAINST 5 funds |
FOR 1 fund |
| BRAZE, INC. | June 30, 2026 | Advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 7 funds |
| BROADWAY FINANCIAL CORPORATION | June 17, 2026 | To cast an advisory (non-binding) vote to approve executive compensation. Say-on-Pay |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| BURKE & HERBERT FINANCIAL SERVICES CORP. | June 18, 2026 | Election of the following persons as Directors: Georgette R. George Director Elections |
Board | For | AGAINST 4 funds |
FOR 6 funds |
| Bank7 Corp. | May 20, 2026 | Election of Directors: Gary D. Whitcomb Director Elections |
Board | For | AGAINST 2 funds |
FOR 7 funds |
| Bank7 Corp. | May 20, 2026 | Election of Directors: John T. Phillips Director Elections |
Board | For | AGAINST 2 funds |
FOR 7 funds |
| Bar Harbor Bankshares | May 7, 2026 | ELECTION OF THE FOLLOWING NOMINEES AS DIRECTORS: Lauri E. Fernald Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 6 funds |
| Better Home & Finance Holding Company | June 10, 2026 | Election of Directors: Harit Talwar Director Elections |
Board | For | AGAINST 2 funds |
FOR 5 funds |
| Blue Owl Capital Inc. | June 4, 2026 | Election of Directors: Claudia Holz Director Elections |
Board | For | FOR 12 funds |
AGAINST 5 funds |
| BlueLinx Holdings Inc. | May 14, 2026 | Election of Directors: Anuj Dhanda Director Elections |
Board | For | AGAINST 7 funds |
FOR 6 funds |
| Boston Omaha Corporation | August 25, 2025 | Election of Directors (other than the Class B common stock Director): Brendan J. Keating Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 7 funds |
| Boston Omaha Corporation | August 25, 2025 | Election of Directors (other than the Class B common stock Director): Frank H. Kenan II Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 7 funds |
| Bouygues SA | April 23, 2026 | 2025 Remuneration of Edward Bouygues, Deputy CEO Compensation |
Board | For | AGAINST 5 funds |
FOR 1 fund |
| Bouygues SA | April 23, 2026 | Authority to Issue Performance Shares (Pension Plan) Capital Structure |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| Bouygues SA | April 23, 2026 | Elect Benoit Maes Director Elections |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| Bouygues SA | April 23, 2026 | Special Auditors Report on Regulated Agreements Audit-related |
Board | For | AGAINST 5 funds |
FOR 1 fund |
| Braemar Hotels & Resorts Inc. | December 15, 2025 | Election of Directors: Candace Evans Director Elections |
Board | For | FOR 2 funds |
AGAINST 6 funds |
| Braemar Hotels & Resorts Inc. | December 15, 2025 | Election of Directors: Matthew D. Rinaldi Director Elections |
Board | For | FOR 2 funds |
AGAINST 6 funds |
| Braemar Hotels & Resorts Inc. | December 15, 2025 | Election of Directors: Monty J. Bennett Director Elections |
Board | For | FOR 2 funds |
AGAINST 6 funds |
| CABALETTA BIO, INC. | June 9, 2026 | To approve, on a non-binding, advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| CABLE ONE, INC. | May 14, 2026 | To approve the Cable One, Inc. 2026 Omnibus Incentive Compensation Plan. Compensation |
Board | For | AGAINST 7 funds |
FOR 6 funds |
| CACI International Inc | October 16, 2025 | Election of Directors: Ryan D. McCarthy Director Elections |
Board | For | AGAINST 12 funds |
FOR 9 funds |
| CB Financial Services, Inc. | May 20, 2026 | Election of Directors: David F. Pollock Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 6 funds |
| CB Financial Services, Inc. | May 20, 2026 | Election of Directors: Mark E. Fox Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 6 funds |
| CHURCHILL DOWNS INCORPORATED | April 21, 2026 | To approve, on a non-binding advisory basis, the Company's executive compensation as disclosed in the proxy statement. Say-on-Pay |
Board | For | AGAINST 14 funds |
FOR 12 funds |
| CLARUS CORPORATION | May 28, 2026 | To approve an advisory resolution on executive compensation Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 1 fund |
| CLEARWAY ENERGY, INC. | April 29, 2026 | To approve a Second Amended and Restated Certificate of Incorporation of Clearway Energy, Inc. (the "Amended Charter") that would (i) provide that each share of Class A common stock, par value $0.01 per share ("Class A common stock"), will be convertible into one share of Class C common stock, par value $0.01 per share, (ii) provide that such conversion (the "Class A Conversion") will occur automatically at 12:01 A.M. (Eastern Time) on the second business day following the filing of the Amended Charter, (iii) provide that, from and after the Class A Conversion, Clearway Energy, Inc. will not have authority to issue or reissue Class A common stock and certain provisions relating to the Class A common stock will have no further force or effect, (iv) reduce the number of authorized shares of Class A common stock to 34,613,853 and (v) update certain other historical matters. Capital Structure |
Board | For | AGAINST 9 funds |
FOR 3 funds |
| CLOUDFLARE, INC. | June 30, 2026 | Approval and adoption of amendments to establish the Class C common stock. Capital Structure |
Board | For | AGAINST 8 funds |
FOR 2 funds |
| CNA FINANCIAL CORPORATION | April 29, 2026 | An advisory (non-binding) vote to approve named executive officer compensation. Say-on-Pay |
Board | For | FOR 14 funds |
AGAINST 4 funds |
| COASTALSOUTH BANCSHARES, INC. | April 23, 2026 | Election of Directors: Ernst W. Bruderer Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 5 funds |
| COASTALSOUTH BANCSHARES, INC. | April 23, 2026 | Election of Directors: J. Simon Fraser Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 5 funds |
| COGENT COMMUNICATIONS HOLDINGS, INC. | May 1, 2026 | To approve the Third Amended and Restated 2017 Incentive Award Plan of the Company, including an increase in the number of shares available for issuance thereunder by 1.5 million shares. Compensation |
Board | For | AGAINST 7 funds |
FOR 7 funds |
| COMCAST CORPORATION | June 10, 2026 | Elect Gordon A. Smith Director Elections |
Board | For | FOR 14 funds |
WITHHOLD 1 fund |
| CONSTRUCTION PARTNERS INC | March 24, 2026 | Proposal to elect two Class II directors to serve for a three-year term expiring at the 2029 annual meeting of stockholders. Craig Jennings Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 3 funds |
| COREWEAVE, INC. | June 8, 2026 | Election of Class I Director: Michael Intrator Director Elections |
Board | For | WITHHOLD 9 funds |
FOR 1 fund |
| COYA THERAPEUTICS, INC. | June 25, 2026 | Election of Directors: Dieter Weinand Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 1 fund |
| CREDIT ACCEPTANCE CORPORATION | June 10, 2026 | Election of Directors: Glenda J. Flanagan Director Elections |
Board | For | WITHHOLD 12 funds |
FOR 7 funds |
| CREDIT ACCEPTANCE CORPORATION | June 10, 2026 | Election of Directors: Kenneth S. Booth Director Elections |
Board | For | WITHHOLD 12 funds |
FOR 7 funds |
| CREDIT ACCEPTANCE CORPORATION | June 10, 2026 | Election of Directors: Scott J. Vassalluzzo Director Elections |
Board | For | WITHHOLD 12 funds |
FOR 7 funds |
| CURIOSITYSTREAM INC. | May 20, 2026 | To approve an amendment to the CuriosityStream Inc. 2020 Omnibus Incentive Plan (the Plan) to increase the number of shares of Common Stock authorized for issuance under the Plan from 10,725,000 shares of Common Stock to 11,725,000 shares of Common Stock. Compensation |
Board | For | AGAINST 3 funds |
FOR 6 funds |
| Capgemini SE | May 20, 2026 | Authority to Issue Performance Shares Capital Structure |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| Capital One Financial Corporation | May 8, 2026 | Election of Directors: Jennifer L. Wong Director Elections |
Board | For | AGAINST 12 funds |
FOR 19 funds |
| Cardinal Infrastructure Group Inc. | June 5, 2026 | Election of Directors: Austin J. Shanfelter Director Elections |
Board | For | AGAINST 2 funds |
FOR 7 funds |
| Cardinal Infrastructure Group Inc. | June 5, 2026 | Election of Directors: Richard B. Wimmer Director Elections |
Board | For | AGAINST 2 funds |
FOR 7 funds |
| Cardinal Infrastructure Group Inc. | June 5, 2026 | Election of Directors: Richard M. Lee Director Elections |
Board | For | AGAINST 2 funds |
FOR 7 funds |
| Catalyst Bancorp, Inc. | May 19, 2026 | Election of Directors: Frederick R. Lafleur Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 1 fund |
| Cenovus Energy Inc. | May 6, 2026 | Elect Frank J. Sixt Director Elections |
Board | For | FOR 3 funds |
AGAINST 1 fund |
| Charter Communications, Inc. | April 21, 2026 | Election of Directors: W. Lance Conn Director Elections |
Board | For | AGAINST 13 funds |
FOR 17 funds |
| Chevron Corporation | May 27, 2026 | Election of Directors: Jon M. Huntsman Jr. Director Elections |
Board | For | AGAINST 14 funds |
FOR 2 funds |
| Chime Financial, Inc. | June 2, 2026 | Election of Class I Directors: Christopher Britt Director Elections |
Board | For | AGAINST 4 funds |
FOR 1 fund |
| Chime Financial, Inc. | June 2, 2026 | Election of Class I Directors: Shawn Carolan Director Elections |
Board | For | AGAINST 4 funds |
FOR 1 fund |
| Circle Internet Group, Inc. | May 14, 2026 | Election of Three Class I Directors: Craig Broderick Director Elections |
Board | For | AGAINST 9 funds |
FOR 8 funds |
| Circle Internet Group, Inc. | May 14, 2026 | Election of Three Class I Directors: Jeremy Allaire Director Elections |
Board | For | AGAINST 9 funds |
FOR 8 funds |
| Clarivate Plc | May 14, 2026 | RE-ELECTION OF DIRECTORS: Andrew Snyder Director Elections |
Board | For | AGAINST 8 funds |
FOR 3 funds |
| Core Scientific, Inc. | October 30, 2025 | To adopt the Agreement and Plan of Merger, dated as of July 7, 2025, as it may be amended from time to time, by and among Core Scientific, Inc., CoreWeave, Inc. and Miami Merger Sub I, Inc. (the ""Merger Agreement""). Extraordinary Transactions |
Board | Not determined | AGAINST 5 funds |
ABSTAIN 5 funds |
| Core Scientific, Inc. | May 12, 2026 | Election of Directors: Yadin Rozov Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 8 funds |
| Coty Inc. | November 6, 2025 | Election of Directors: Beatrice Ballini Director Elections |
Board | For | WITHHOLD 12 funds |
FOR 6 funds |
| Cross Country Healthcare, Inc. | December 9, 2025 | Proposal to elect seven directors for terms expiring at the 2026 annual meeting: Dwayne Allen Director Elections |
Board | For | AGAINST 7 funds |
FOR 6 funds |
| DEFI DEVELOPMENT CORP. | December 18, 2025 | To approve the Company's 2025 Employee Stock Purchase Plan. Capital Structure |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| DISCO CORPORATION | June 24, 2026 | Elect Akiko Matsuo Director Elections |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| DISCO CORPORATION | June 24, 2026 | Elect Etsuko Kobayashi @ Etsuko Masamune Director Elections |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| DISCO CORPORATION | June 24, 2026 | Elect Kazuma Sekiya Director Elections |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| DOUGLAS EMMETT, INC. | May 28, 2026 | To approve the Douglas Emmett, Inc. 2026 Omnibus Stock Incentive Plan. Compensation |
Board | For | AGAINST 9 funds |
FOR 6 funds |
| DSV A/S | March 19, 2026 | Elect Lars Soren Rasmussen Director Elections |
Board | For | ABSTAIN 4 funds |
FOR 1 fund |
| DSV A/S | March 19, 2026 | Elect Natalie S Riise-Knudsen Director Elections |
Board | For | ABSTAIN 4 funds |
FOR 1 fund |
| DSV A/S | March 19, 2026 | Elect Thomas Plenborg Director Elections |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| DSV A/S | March 19, 2026 | Remuneration Report Compensation |
Board | For | AGAINST 4 funds |
FOR 1 fund |
| Dave & Buster's Entertainment, Inc. | June 18, 2026 | Election of Directors: Scott I. Ross Director Elections |
Board | For | FOR 6 funds |
AGAINST 5 funds |
| Deckers Outdoor Corporation | September 8, 2025 | Election of Directors: Lauri M. Shanahan Director Elections |
Board | For | AGAINST 13 funds |
FOR 18 funds |
| Dream Finders Homes, Inc. | June 8, 2026 | Election of Directors: Justin W. Udelhofen Director Elections |
Board | For | FOR 7 funds |
AGAINST 6 funds |
| EASTMAN CHEMICAL COMPANY | May 7, 2026 | Advisory Approval of Executive Compensation as Disclosed in Proxy Statement Say-on-Pay |
Board | For | AGAINST 14 funds |
FOR 4 funds |
| EDISON INTERNATIONAL | April 23, 2026 | Advisory Vote to Approve Executive Compensation Say-on-Pay |
Board | For | AGAINST 15 funds |
FOR 17 funds |
| EMERALD HOLDING, INC. | May 21, 2026 | Election of Class III Directors: Michael Alicea Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 6 funds |
| EQUIFAX INC. | May 7, 2026 | Advisory vote to approve named executive officer compensation ("say-on-pay"). Say-on-Pay |
Board | For | AGAINST 15 funds |
FOR 20 funds |
| EQUIPMENTSHARE.COM INC | June 4, 2026 | Elect Henry Yeagley Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 1 fund |
| EQUIPMENTSHARE.COM INC | June 4, 2026 | Elect Jabbok Schlacks Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 1 fund |
| EQUIPMENTSHARE.COM INC | June 4, 2026 | Elect John Weinstein Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 1 fund |
| EQUIPMENTSHARE.COM INC | June 4, 2026 | Elect Naveen Bhatia Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 1 fund |
| EQUIPMENTSHARE.COM INC | June 4, 2026 | Elect William Bryan Hill Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 1 fund |
| EQUIPMENTSHARE.COM INC | June 4, 2026 | Elect William J. Schlacks IV Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 1 fund |
| EVgo Inc. | May 14, 2026 | Election of Directors: Darpan Kapadia Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 6 funds |
| EXTREME NETWORKS, INC. | November 12, 2025 | Approve an amendment and restatement of the Extreme Networks, Inc. 2013 Equity Incentive plan to add 6,800,000 shares of our common stock to those reserved for issuance under the plan. Compensation |
Board | For | AGAINST 5 funds |
FOR 7 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.