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 |
|---|---|---|---|---|---|---|
| Embecta Corp. | February 11, 2026 | Election of Directors: Christopher R. Reidy Director Elections |
Board | For | AGAINST 7 funds |
FOR 7 funds |
| Energizer Holdings, Inc. | January 30, 2026 | Election of Directors: Robert V. Vitale Director Elections |
Board | For | FOR 7 funds |
AGAINST 7 funds |
| Engie | April 29, 2026 | Elect Marie-Claire Daveu Director Elections |
Board | For | AGAINST 4 funds |
FOR 2 funds |
| Epiroc AB | May 5, 2026 | Adoption of Share-Based Incentives (Personnel Option Plan 2026) Compensation |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| Epiroc AB | May 5, 2026 | Authority to Issue Treasury Shares (Personnel Option Plans 2019, 2020, 2021, 2022, and 2023) Capital Structure |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| Epiroc AB | May 5, 2026 | Authority to Repurchase Shares (Personnel Option Plan 2026) Capital Structure |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| Epiroc AB | May 5, 2026 | Authority to Transfer Shares (Personnel Option Plan 2026) Capital Structure |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| Epiroc AB | May 5, 2026 | Directors' Fees Compensation |
Board | For | AGAINST 5 funds |
FOR 1 fund |
| Epiroc AB | May 5, 2026 | Elect Fredric Stahl Director Elections |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| Eve Holding, Inc. | May 21, 2026 | Election of Class I Directors: Sergio Pedreiro Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 5 funds |
| FARADAY FUTURE INTELLIGENT ELECTRIC INC. | September 19, 2025 | To approve an amendment to the Company's Third Amended and Restated Certificate of Incorporation, as amended (the ''Charter''), to increase the number of authorized shares of the Company's Class A common stock, par value $0.0001 per share (the ''Class A Common Stock''), and Class B common stock, par value $0.0001 per share (the ''Class B Common Stock,'' and, together with the Class A Common Stock, the ''Common Stock''), by 65,225,672, from 167,245,313 to 232,470,985 (representing an increase of approximately 39%), and increase the number of authorized shares of the Company's Preferred Stock, by 5,031,000 shares, from 12,900,000 to 17,931,000, so that the total number of authorized shares of the Company's Common Stock and Preferred Stock will be increased from 180,145,313 shares to 250,401,985 shares (the ''Share Authorization Proposal''). Capital Structure |
Board | For | AGAINST 2 funds |
FOR 5 funds |
| FARADAY FUTURE INTELLIGENT ELECTRIC INC. | February 13, 2026 | To approve the Company's Third Amended and Restated Certificate of Incorporation, as amended, to increase the number of authorized shares of the Company's Class A common stock, par value $ 0.0001 per share, and Class B common stock, par value $ 0.0001 per share, by 79, 814,454, from 232,470,985 to 312,285,439 (representing an increase of approximately 34%), and to increase the number of authorized shares of the Company's Preferred Stock by 6,156,265 shares, from 17,931,000 to 24,087 ,265. Capital Structure |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| FARADAY FUTURE INTELLIGENT ELECTRIC INC. | May 22, 2026 | To approve an amendment to the Company's Third Amended and Restated Certificate of Incorporation, as amended (the ''Charter''), to increase (i) the number of authorized shares of the Company's Class A Common Stock, and Class B common stock, par value $0.0001 per share (the ''Class B Common Stock,'' and, together with the Class A Common Stock, the ''Common Stock''), by 140,528,448 (approximately 45% of the total outstanding Common Stock), from 312,285,439 shares to 452,813,887 shares and (ii) the number of authorized shares of the Company's preferred stock, par value $0.0001 per share (the ''Preferred Stock''), by 10,839,269 shares, from 24,087,265 shares to 34,926,534 shares, so that the total number of authorized shares of the Company's Common Stock and the Preferred Stock, from 336,372,704 shares to 487,740,421 shares (the ''Share Authorization Proposal''). Capital Structure |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| FB BANCORP, INC | December 9, 2025 | To elect the following nominees as directors: Christopher S. Ferris Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 6 funds |
| FB BANCORP, INC | December 9, 2025 | To elect the following nominees as directors: Katherine A. Crosby Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 6 funds |
| FB Bancorp, Inc. | December 9, 2025 | To elect the following nominees as directors: Stephen W. Hales Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 6 funds |
| FB Bancorp, Inc. | April 29, 2026 | To elect the following nominees as directors: J. Luis Banos, Jr. Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 6 funds |
| FILANA THERAPEUTICS, INC. | June 11, 2026 | To approve, by a non-binding advisory vote, 2025 executive compensation for the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 1 fund |
| FINWISE BANCORP | June 25, 2026 | Approve an amendment and restatement of the FinWise Bancorp 2019 Stock Plan to increase the number of shares of common stock available for issuance under such plan by 750,000 shares to 2,530,000 shares. Compensation |
Board | For | AGAINST 2 funds |
FOR 7 funds |
| FIRST HORIZON CORPORATION | April 28, 2026 | Ratification of appointment of KPMG LLP as auditors. Audit-related |
Board | For | AGAINST 12 funds |
FOR 11 funds |
| FIRST UNITED CORPORATION | May 7, 2026 | Election of Directors: H. Andrew Walls, III Director Elections |
Board | For | AGAINST 2 funds |
FOR 6 funds |
| FISERV, INC. | May 21, 2026 | To approve, on an advisory basis, the compensation of the named executive officers of Fiserv, Inc. Say-on-Pay |
Board | For | AGAINST 16 funds |
FOR 19 funds |
| FLYEXCLUSIVE, INC. | December 30, 2025 | The approval of an amendment to the Company's 2023 Equity Incentive Plan to increase the number of shares reserved thereunder from 6,000,000 to 15,000,000 shares. Compensation |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| FLYWIRE CORPORATION | June 2, 2026 | Approve, on a non-binding, advisory basis, the compensation of Flywire Corporation's named executive officers Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 8 funds |
| FORTE BIOSCIENCES, INC. | May 29, 2026 | The approval, on an advisory basis, of the compensation of the Company's named executive officers for the fiscal year ended December 31, 2025 (the "Say-on-Pay Vote"). Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 1 fund |
| FRANKLIN FINANCIAL SERVICES CORPORATION | April 28, 2026 | Election of Directors: G. Warren Elliott Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 6 funds |
| FTAI INFRASTRUCTURE INC. | May 29, 2026 | Election of Class I Director: James L. Hamilton Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 6 funds |
| FULGENT GENETICS, INC. | May 14, 2026 | Election of Directors: Linda Dong Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 6 funds |
| FULGENT GENETICS, INC. | May 14, 2026 | Election of Directors: Regina Groves Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 6 funds |
| FVCBANKCORP INC. | May 20, 2026 | Election of Directors: Daniel M. Testa Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 6 funds |
| First Advantage Corporation | June 5, 2026 | To elect three Class II director nominees listed in this Proxy Statement: James L. Clark Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 8 funds |
| Fluor Corporation | May 6, 2026 | Election of Directors Nominees: H. Paulett Eberhart Director Elections |
Board | For | FOR 10 funds |
AGAINST 1 fund |
| Fluor Corporation | May 6, 2026 | Election of Directors Nominees: James T. Hackett Director Elections |
Board | For | FOR 10 funds |
AGAINST 1 fund |
| Fold Holdings, Inc. | May 19, 2026 | Election of Directors: Andrew Hohns Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 1 fund |
| Fold Holdings, Inc. | May 19, 2026 | Election of Directors: Bracebridge H. Young Jr. Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 1 fund |
| GALAXY DIGITAL INC. | May 28, 2026 | Non-binding advisory vote on the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 1 fund |
| GARMIN LTD | June 5, 2026 | Re-election of Min H. Kao as Executive Chairman Corporate Governance |
Board | For | AGAINST 12 funds |
FOR 17 funds |
| GBANK FINANCIAL HOLDINGS INC. | May 1, 2026 | Approval of the Adoption of the 2026 Incentive Compensation Plan Compensation |
Board | For | AGAINST 4 funds |
FOR 7 funds |
| GENCOR INDUSTRIES, INC. | April 3, 2026 | Election of Director: John G. Coburn Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 1 fund |
| GLAUKOS CORPORATION | May 28, 2026 | Approval, on an advisory basis, of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 9 funds |
| GREAT SOUTHERN BANCORP, INC. | May 13, 2026 | Election of Four Directors, each for a three-year term: Amelia A. Counts Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 6 funds |
| GREENE COUNTY BANCORP, INC. | November 1, 2025 | Election of Directors: Tejraj S. Hada Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 7 funds |
| Globalstar, Inc. | May 13, 2026 | Election of Class B Directors: James F. Lynch Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 7 funds |
| Great Elm Group, Inc. | December 5, 2025 | Election Of Directors: Eric J. Scheyer Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 1 fund |
| Great Elm Group, Inc. | December 5, 2025 | Election Of Directors: Matthew A. Drapkin Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 1 fund |
| HAWTHORN BANCSHARES, INC. | June 2, 2026 | Proposal to ratify the selection of the accounting firm of Forvis Mazars, LLP as the Company's independent registered public accounting firm for 2026. Audit-related |
Board | For | AGAINST 2 funds |
FOR 6 funds |
| HEARTFLOW, INC. | June 16, 2026 | Election of the two nominees as Class I directors to serve until the 2029 annual meeting of stockholders and until their successors are duly elected and qualified. Julie A. Cullivan Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 8 funds |
| HEICO Corporation | March 13, 2026 | ELECTION OF HEICO'S BOARD OF DIRECTORS FOR THE ENSUING YEAR: Dr. Alan Schriesheim Director Elections |
Board | For | FOR 11 funds |
AGAINST 4 funds |
| HERBALIFE LTD. | April 30, 2026 | Election of Directors: Des Walsh Director Elections |
Board | For | AGAINST 8 funds |
FOR 7 funds |
| HF Foods Group Inc. | June 5, 2026 | Election of Directors: Richard Diaz Director Elections |
Board | For | FOR 1 fund |
AGAINST 6 funds |
| HOME BANCSHARES, INC. | April 16, 2026 | Election of Directors: Jim Rankin, Jr. Director Elections |
Board | For | WITHHOLD 9 funds |
FOR 9 funds |
| HOYA CORPORATION | June 26, 2026 | Elect Hiroaki Yoshihara Director Elections |
Board | For | FOR 7 funds |
AGAINST 1 fund |
| HOYA CORPORATION | June 26, 2026 | Elect Mika Nishimura Director Elections |
Board | For | FOR 7 funds |
AGAINST 1 fund |
| HOYA CORPORATION | June 26, 2026 | Elect Mototsugu Sato Director Elections |
Board | For | FOR 7 funds |
AGAINST 1 fund |
| HOYA CORPORATION | June 26, 2026 | Elect Ryo Hirooka Director Elections |
Board | For | FOR 7 funds |
AGAINST 1 fund |
| HOYA CORPORATION | June 26, 2026 | Elect Yasuyuki Abe Director Elections |
Board | For | FOR 7 funds |
AGAINST 1 fund |
| HUNTSMAN CORPORATION | April 29, 2026 | Election of Director: Jose Munoz Director Elections |
Board | For | AGAINST 9 funds |
FOR 1 fund |
| HUT 8 CORP. | June 11, 2026 | To approve an amendment to the Amended and Restated Hut 8 Corp. 2023 Omnibus Incentive Plan. Compensation |
Board | For | AGAINST 5 funds |
FOR 6 funds |
| Halliburton Company | May 20, 2026 | Election of Directors: Tobi M. Edwards Young Director Elections |
Board | For | AGAINST 13 funds |
FOR 17 funds |
| Hawthorn Bancshares, Inc. | June 2, 2026 | ELECTION OF FOUR CLASS I DIRECTORS: Philip D. Freeman Director Elections |
Board | For | FOR 2 funds |
AGAINST 6 funds |
| HealthStream, Inc. | May 28, 2026 | To elect three Class II directors (A. Alex Jahangir, Jeffrey L. McLaren, and Linda E. Rebrovick) to hold office for a term of three (3) years and until their successors have been duly elected and qualified: A. Alex Jahangir Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| HeartBeam, Inc. | July 11, 2025 | Election of Directors: Richard Ferrari Director Elections |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| Hitachi, Ltd. | June 24, 2026 | Elect Mitsuaki Nishiyama Director Elections |
Board | For | FOR 6 funds |
AGAINST 1 fund |
| IMAX Corporation | June 10, 2026 | Election of Directors Election of the ten nominees for the Board of Directors: Jennifer Wong Director Elections |
Board | For | AGAINST 2 funds |
FOR 8 funds |
| INGLES MARKETS, INCORPORATED | April 30, 2026 | Company's proposal to approve, by non-binding vote, executive compensation of the Company's named executive officers. Say-on-Pay |
Board | Contested | AGAINST 8 funds |
FOR 3 funds |
| INTUITIVE SURGICAL, INC. | April 30, 2026 | To approve the amendment and restatement of the Company's Amended and Restated 2010 Incentive Award Plan. Compensation |
Board | For | AGAINST 15 funds |
FOR 23 funds |
| IZEA WORLDWIDE, INC. | December 10, 2025 | To approve on a non-binding advisory basis, the compensation paid to IZEA's named executive officers. Say-on-Pay |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| ImmunityBio, Inc. | June 9, 2026 | Election of Directors: Linda Maxwell, M.D. Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 8 funds |
| InnovAge Holding Corp. | December 4, 2025 | Election of Class II Directors: James G. Carlson Director Elections |
Board | For | FOR 3 funds |
WITHHOLD 7 funds |
| Ispire Technology Inc. | June 23, 2026 | Election of Directors: Christopher Robert Burch Director Elections |
Board | For | FOR 1 fund |
AGAINST 6 funds |
| Ispire Technology Inc. | June 23, 2026 | Election of Directors: Jiangyan Zhu Director Elections |
Board | For | FOR 1 fund |
AGAINST 6 funds |
| Ispire Technology Inc. | June 23, 2026 | Election of Directors: John Fargis Director Elections |
Board | For | FOR 1 fund |
AGAINST 6 funds |
| Ispire Technology Inc. | June 23, 2026 | Election of Directors: Tuanfang Liu Director Elections |
Board | For | AGAINST 1 fund |
FOR 6 funds |
| J & J Snack Foods Corp. | February 12, 2026 | Election of Directors: Mary M. Meder Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 6 funds |
| JPMorgan Chase & Co. | May 19, 2026 | Election of directors. Mark A. Weinberger Director Elections |
Board | For | FOR 14 funds |
AGAINST 1 fund |
| James Hardie Industries plc | October 29, 2025 | Approve Increase in NEDs' Fee Cap Compensation |
Board | None | AGAINST 3 funds |
FOR 1 fund |
| James Hardie Industries plc | October 29, 2025 | Elect Gary E. Hendrickson Director Elections |
Board | For | AGAINST 3 funds |
FOR 1 fund |
| James Hardie Industries plc | October 29, 2025 | Elect Howard C. Heckes Director Elections |
Board | For | AGAINST 3 funds |
FOR 1 fund |
| James Hardie Industries plc | October 29, 2025 | Equity Grant (CEO Aaron Erter - FY2026 ROCE RSUs) Compensation |
Board | For | AGAINST 3 funds |
FOR 1 fund |
| James Hardie Industries plc | October 29, 2025 | Re-elect Anne H. Lloyd Director Elections |
Board | For | AGAINST 3 funds |
FOR 1 fund |
| James Hardie Industries plc | October 29, 2025 | Re-elect Peter-John (PJ) Davis Director Elections |
Board | For | AGAINST 3 funds |
FOR 1 fund |
| James Hardie Industries plc | October 29, 2025 | Re-elect Rada Rodriguez Director Elections |
Board | For | AGAINST 3 funds |
FOR 1 fund |
| James Hardie Industries plc | October 29, 2025 | Remuneration Report Compensation |
Board | For | AGAINST 3 funds |
FOR 1 fund |
| Johnson Controls International plc | March 4, 2026 | Election of Directors: W. Roy Dunbar Director Elections |
Board | For | FOR 12 funds |
AGAINST 1 fund |
| KITE REALTY GROUP TRUST | May 14, 2026 | Election of Trustees: Steven P. Grimes Director Elections |
Board | For | AGAINST 10 funds |
FOR 9 funds |
| KRONOS WORLDWIDE, INC. | May 13, 2026 | Election of Directors: Cecil H. Moore, Jr. Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 5 funds |
| KRYSTAL BIOTECH, INC. | May 15, 2026 | Approval of the Company's Non-Employee Director Compensation Policy. Compensation |
Board | For | AGAINST 5 funds |
FOR 8 funds |
| Kaltura, Inc. | June 24, 2026 | Election of Directors: Richard Levandov Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 6 funds |
| Kawasaki Heavy Industries, Ltd. | June 25, 2026 | Elect Atsuko Kakihara Director Elections |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| Kawasaki Heavy Industries, Ltd. | June 25, 2026 | Elect Ichiro Imai Director Elections |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| Kawasaki Heavy Industries, Ltd. | June 25, 2026 | Elect Katsuya Yamamoto Director Elections |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| Kewaunee Scientific Corporation | August 27, 2025 | Election of Directors - Class III: Margaret B. Pyle Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 1 fund |
| L'Air Liquide S.A. | May 5, 2026 | 2026 Remuneration Policy (Board of Directors) Compensation |
Board | For | AGAINST 5 funds |
FOR 1 fund |
| LAMAR ADVERTISING COMPANY | May 14, 2026 | Approval of an amendment and restatement of the Company's 2019 Employee Stock Purchase Plan. Compensation |
Board | For | AGAINST 16 funds |
FOR 11 funds |
| LANZATECH GLOBAL, INC. | July 28, 2025 | To approve an amendment to the Certificate of Incorporation to decrease the par value of the Common Stock from $0.0001 to $0.000001 (the ''Par Value Proposal''). Capital Structure |
Board | For | FOR 2 funds |
AGAINST 6 funds |
| LANZATECH GLOBAL, INC. | July 28, 2025 | To approve, on an advisory (non-binding) basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 6 funds |
| LATTICE SEMICONDUCTOR CORPORATION | May 1, 2026 | To approve on a non-binding, advisory basis, our Named Executive Officer's compensation. Say-on-Pay |
Board | For | AGAINST 14 funds |
FOR 13 funds |
| LEMONADE, INC. | June 3, 2026 | To approve on an advisory (non-binding) basis the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 6 funds |
| LENNAR CORPORATION | April 8, 2026 | Approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 14 funds |
FOR 20 funds |
| LIMONEIRA COMPANY | March 25, 2026 | To vote on an advisory resolution to approve the compensation of the Named Executive Officers as disclosed in this proxy statement ("Proposal 2"); Say-on-Pay |
Board | For | AGAINST 3 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.