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 |
|---|---|---|---|---|---|---|
| LINEAGE, INC. | June 9, 2026 | Advisory (non-binding) approval of the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 5 funds |
| LIONSGATE STUDIOS CORP. | March 17, 2026 | Election of Directors: Emily Fine Director Elections |
Board | For | WITHHOLD 9 funds |
FOR 5 funds |
| LIONSGATE STUDIOS CORP. | March 17, 2026 | Election of Directors: Gordon Crawford Director Elections |
Board | For | WITHHOLD 9 funds |
FOR 5 funds |
| LIONSGATE STUDIOS CORP. | March 17, 2026 | Election of Directors: John D. Harkey Director Elections |
Board | For | WITHHOLD 9 funds |
FOR 5 funds |
| LIONSGATE STUDIOS CORP. | March 17, 2026 | Election of Directors: Jon Feltheimer Director Elections |
Board | For | WITHHOLD 9 funds |
FOR 5 funds |
| LIONSGATE STUDIOS CORP. | March 17, 2026 | Election of Directors: Mark H. Rachesky Director Elections |
Board | For | WITHHOLD 9 funds |
FOR 5 funds |
| LIONSGATE STUDIOS CORP. | March 17, 2026 | Election of Directors: Richard Rosenblatt Director Elections |
Board | For | WITHHOLD 9 funds |
FOR 5 funds |
| LIONSGATE STUDIOS CORP. | March 17, 2026 | Election of Directors: Susan McCaw Director Elections |
Board | For | WITHHOLD 9 funds |
FOR 5 funds |
| LIONSGATE STUDIOS CORP. | March 17, 2026 | Election of Directors: Yvette Ostolaza Director Elections |
Board | For | WITHHOLD 9 funds |
FOR 5 funds |
| LIVE NATION ENTERTAINMENT, INC. | June 11, 2026 | To hold an advisory vote on the company's executive compensation. Say-on-Pay |
Board | For | AGAINST 14 funds |
FOR 1 fund |
| LIVE OAK BANCSHARES, INC. | May 19, 2026 | Omnibus Stock Incentive Plan. Proposal to approve the Live Oak Bancshares, Inc. 2026 Omnibus Stock Incentive Plan. Compensation |
Board | For | AGAINST 4 funds |
FOR 7 funds |
| LUMENT FINANCE TRUST, INC. | June 10, 2026 | Approval, on an advisory basis, of the compensation of our named executive officers, as described in the proxy statement under "Executive Compensation." Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 5 funds |
| LUMENTUM HOLDINGS INC. | November 19, 2025 | To approve the 2025 Equity Incentive Plan. Compensation |
Board | For | AGAINST 12 funds |
FOR 10 funds |
| LVMH Moet Hennessy Louis Vuitton SE | April 23, 2026 | Authority to Grant Stock Options Capital Structure |
Board | For | AGAINST 6 funds |
FOR 1 fund |
| LVMH Moet Hennessy Louis Vuitton SE | April 23, 2026 | Authority to Issue Performance Shares Capital Structure |
Board | For | AGAINST 6 funds |
FOR 1 fund |
| LVMH Moet Hennessy Louis Vuitton SE | April 23, 2026 | Elect Marie-Josee Kravis Director Elections |
Board | For | FOR 6 funds |
AGAINST 1 fund |
| LVMH Moet Hennessy Louis Vuitton SE | April 23, 2026 | Special Auditors Report on Regulated Agreements Audit-related |
Board | For | AGAINST 6 funds |
FOR 1 fund |
| Lakeland Financial Corporation | April 14, 2026 | ELECTION OF DIRECTORS: A. Faraz Abbasi Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 6 funds |
| Lakeland Financial Corporation | April 14, 2026 | ELECTION OF DIRECTORS: Bradley J. Toothaker Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 6 funds |
| Legacy Housing Corporation | December 18, 2025 | Election of Directors: Curtis D. Hodgson Director Elections |
Board | For | AGAINST 4 funds |
FOR 6 funds |
| Linde Plc | July 29, 2025 | Election of Directors: Dr. Victoria Ossadnik Director Elections |
Board | For | AGAINST 13 funds |
FOR 23 funds |
| Lumentum Holdings Inc. | November 19, 2025 | Election of Directors: Julia S. Johnson Director Elections |
Board | For | AGAINST 12 funds |
FOR 10 funds |
| MEDICINOVA, INC. | June 23, 2026 | To approve an amendment to the Company's Restated Certificate of Incorporation to increase the number of shares of common stock that the company is authorized to issue from 100,000,000 to 247,000,000. Capital Structure |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| MERCURY SYSTEMS, INC. | October 22, 2025 | To approve our 2025 Long Term Incentive Plan. Compensation |
Board | For | AGAINST 7 funds |
FOR 8 funds |
| MILLICOM INTERNATIONAL CELLULAR S.A. | May 20, 2026 | To re-elect Pierre Alain Allemand as a Director for a term ending at the annual general meeting to be held in 2027 (the "2027 AGM").* Director Elections |
Board | For | AGAINST 5 funds |
FOR 1 fund |
| MVB FINANCIAL CORP. | May 19, 2026 | To amend the MVB Financial Corp. 2022 Stock Incentive Plan to increase the number of shares authorized for issuance under the Plan. Compensation |
Board | For | AGAINST 2 funds |
FOR 6 funds |
| MVB FINANCIAL CORP. | May 19, 2026 | To approve on a non-binding, advisory basis, the compensation of our named executive officers. ("Say on Pay"). Compensation |
Board | For | AGAINST 3 funds |
FOR 6 funds |
| MainStreet Bancshares, Inc. | May 21, 2026 | elect four directors for a term of three years each or until their successors are elected and qualify: Jeff W. Dick Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 1 fund |
| Medical Properties Trust, Inc. | May 28, 2026 | To elect nine directors: D. Paul Sparks, Jr. Director Elections |
Board | For | AGAINST 10 funds |
FOR 4 funds |
| MercadoLibre, Inc. | June 9, 2026 | Election of Directors: Stelleo Passos Tolda Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 1 fund |
| Meta Platforms, Inc. | May 27, 2026 | Elect Andrew W. Houston Director Elections |
Board | For | WITHHOLD 15 funds |
FOR 1 fund |
| Meta Platforms, Inc. | May 27, 2026 | Elect Marc L. Andreessen Director Elections |
Board | For | FOR 15 funds |
WITHHOLD 1 fund |
| Meta Platforms, Inc. | May 27, 2026 | Elect Nancy Killefer Director Elections |
Board | For | WITHHOLD 15 funds |
FOR 1 fund |
| Meta Platforms, Inc. | May 27, 2026 | Elect Peggy Alford Director Elections |
Board | For | FOR 15 funds |
WITHHOLD 1 fund |
| Meta Platforms, Inc. | May 27, 2026 | Elect Tony Xu Director Elections |
Board | For | WITHHOLD 15 funds |
FOR 1 fund |
| Mid Penn Bancorp, Inc. | May 12, 2026 | Election of Directors: John E. Noone Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 6 funds |
| Millrose Properties, Inc. | May 18, 2026 | Election of Directors: Carlos A. Migoya (Chair) Director Elections |
Board | For | AGAINST 8 funds |
FOR 4 funds |
| Millrose Properties, Inc. | May 18, 2026 | Election of Directors: Kathleen B. Lynch Director Elections |
Board | For | AGAINST 8 funds |
FOR 4 funds |
| Mitsubishi Estate Company, Limited | June 26, 2026 | Elect Toru Kimura Director Elections |
Board | For | FOR 6 funds |
AGAINST 1 fund |
| Mitsubishi Estate Company, Limited | June 26, 2026 | Elect Yuji Fujioka Director Elections |
Board | For | FOR 6 funds |
AGAINST 1 fund |
| Mitsubishi UFJ Financial Group, Inc. | June 26, 2026 | Elect Norio Kanie Director Elections |
Board | For | FOR 6 funds |
AGAINST 1 fund |
| Mitsubishi UFJ Financial Group, Inc. | June 26, 2026 | Elect Takayuki Yasuda Director Elections |
Board | For | FOR 6 funds |
AGAINST 1 fund |
| Mitsubishi UFJ Financial Group, Inc. | June 26, 2026 | Elect Teruhisa Ueda Director Elections |
Board | For | FOR 6 funds |
AGAINST 1 fund |
| Mobileye Global Inc. | June 18, 2026 | Election of Directors: Patrick Bombach Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 2 funds |
| Modiv Industrial, Inc. | July 23, 2025 | Election of Directors: Kimberly Smith Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 1 fund |
| Monarch Casino & Resort, Inc. | May 27, 2026 | Election of Directors: Craig F. Sullivan Director Elections |
Board | For | FOR 5 funds |
AGAINST 5 funds |
| NAPCO Security Technologies, Inc. | December 8, 2025 | Election of Directors: David Paterson Director Elections |
Board | For | FOR 5 funds |
WITHHOLD 7 funds |
| NAVAN, INC. | June 25, 2026 | Elect Ariel Cohen Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 1 fund |
| NAVAN, INC. | June 25, 2026 | Elect Benjamin A. Horowitz Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 1 fund |
| NAVAN, INC. | June 25, 2026 | Elect Michael R. Kourey Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 1 fund |
| NEC Corporation | June 19, 2026 | Elect Kunikazu Amemiya Director Elections |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| NEXTNRG INC. | December 29, 2025 | To approve a change in our state of incorporation from Delaware to Nevada. Extraordinary Transactions |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| NIQ GLOBAL INTELLIGENCE PLC | May 21, 2026 | To elect, by separate resolutions, the following four Class I director nominees to the board of directors, to serve until the conclusion of the Company's 2029 annual general meeting: Gabriela Weiss Director Elections |
Board | For | AGAINST 9 funds |
FOR 2 funds |
| NORTHPOINTE BANCSHARES, INC. | May 13, 2026 | Election of Directors: David S. Hooker Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 6 funds |
| NORTHPOINTE BANCSHARES, INC. | May 13, 2026 | Election of Directors: Robert W. DeVlieger II Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 6 funds |
| NOVAVAX, INC. | June 18, 2026 | Amendment and restatement of the Novavax, Inc. 2013 Employee Stock Purchase Plan, as amended (the ''ESPP''), to increase the number of shares of Common Stock available for issuance under the ESPP by 1,000,000 shares, such that the number of shares available for issuance is the lesser of (a) 3,375,888 shares of Common Stock increased on January 1 of each year by 5% of the share pool and (b) 4,820,564 shares of Common Stock. Compensation |
Board | For | AGAINST 5 funds |
FOR 8 funds |
| NSTS BANCORP, INC. | May 27, 2026 | Election of Directors for a term expiring at the 2029 Annual Meeting: Apolonio Arenas Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 1 fund |
| NSTS BANCORP, INC. | May 27, 2026 | Election of Directors for a term expiring at the 2029 Annual Meeting: Thomas J. Kneesel Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 1 fund |
| NVIDIA CORPORATION | June 24, 2026 | Election of Directors. Aarti Shah Director Elections |
Board | For | AGAINST 15 funds |
FOR 1 fund |
| National Beverage Corp. | October 3, 2025 | Election of Directors: Stanley M. Sheridan Director Elections |
Board | For | FOR 5 funds |
WITHHOLD 6 funds |
| New Fortress Energy Inc. | June 17, 2026 | To amend the Certificate of Incorporation to provide that holders of shares of Class A common stock of the Company will not be entitled to vote on any amendment to the Certificate of Incorporation (including any certificate of designations and any other applicable designation of capital stock) that relates solely to the terms of one or more outstanding series of shares of preferred stock or other classes or series of capital stock if the holders of such affected classes or series are entitled, either separately or together with the holders of one or more other such classes or series, to vote thereon pursuant to the Certificate of Incorporation (including any certificate of designations and any other applicable designation of capital stock) or pursuant to the General Corporation Law of the State of Delaware; Capital Structure |
Board | For | FOR 5 funds |
AGAINST 5 funds |
| Nintendo Co., Ltd. | June 26, 2026 | Elect Yutaka Takenaga Director Elections |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| Northern Trust Corporation | April 21, 2026 | Election of Directors: Jay L. Henderson Director Elections |
Board | For | FOR 14 funds |
AGAINST 1 fund |
| ONE STOP SYSTEMS, INC. | May 13, 2026 | To approve, on a non-binding advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 1 fund |
| OPENDOOR TECHNOLOGIES INC. | June 11, 2026 | To approve, on an advisory (non-binding) basis, the compensation of our named executive officers (Say-on-Pay Vote). Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 1 fund |
| OSI Systems, Inc. | December 11, 2025 | Election of Directors: Gerald Chizever Director Elections |
Board | For | AGAINST 8 funds |
FOR 8 funds |
| Optimum Communications, Inc. | June 10, 2026 | Election of Directors: Dexter Goei Director Elections |
Board | For | FOR 7 funds |
AGAINST 6 funds |
| Orange S.A. | May 19, 2026 | Authority to Issue Performance Shares Capital Structure |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| PALANTIR TECHNOLOGIES INC. | June 3, 2026 | Elect Alexander Moore Director Elections |
Board | For | FOR 13 funds |
WITHHOLD 1 fund |
| PALANTIR TECHNOLOGIES INC. | June 3, 2026 | Elect Alexandra Schiff Director Elections |
Board | For | FOR 13 funds |
WITHHOLD 1 fund |
| PALANTIR TECHNOLOGIES INC. | June 3, 2026 | Elect Peter A. Thiel Director Elections |
Board | For | FOR 13 funds |
WITHHOLD 1 fund |
| PALLADYNE AI CORP. | June 8, 2026 | To elect one Class II director to hold office until our 2029 annual meeting of stockholders and his successor is elected and qualified. Dennis Weibling Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 5 funds |
| PAMT CORP | April 30, 2026 | Election of Directors: Lance K. Stewart Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 6 funds |
| PEAPACK-GLADSTONE FINANCIAL CORPORATION | April 29, 2026 | To approve on a non-binding basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 8 funds |
| PERRIGO COMPANY PLC | April 30, 2026 | To provide approval of the 2026 Long-Term Incentive Plan. Compensation |
Board | For | FOR 7 funds |
AGAINST 1 fund |
| PHIBRO ANIMAL HEALTH CORPORATION | November 4, 2025 | Ratification of the selection of PricewaterhouseCoopers LLP as the Company's independent registered public accounting firm for the fiscal year ending June 30, 2026. Audit-related |
Board | For | AGAINST 5 funds |
FOR 7 funds |
| PLAYTIKA HOLDING CORP. | June 11, 2026 | Advisory Vote to Approve the Compensation of Our Named Executive Officers ("Say-on-Pay" Proposal). Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 7 funds |
| PLIANT THERAPEUTICS, INC. | June 11, 2026 | To approve, by non-binding advisory vote, the resolution approving Named Executive Officer compensation. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| PPG Industries, Inc. | April 16, 2026 | Election of Directors: Catherine R. Smith Director Elections |
Board | For | AGAINST 14 funds |
FOR 19 funds |
| PUMA BIOTECHNOLOGY, INC. | June 11, 2026 | Approve an amendment to extend the expiration date until October 4, 2028 of a warrant held by Alan H. Auerbach, as described in the proxy statement. Capital Structure |
Board | For | FOR 2 funds |
AGAINST 6 funds |
| Pinnacle West Capital Corporation | May 14, 2026 | Elect Glynis A. Bryan Director Elections |
Board | For | FOR 14 funds |
WITHHOLD 1 fund |
| Prairie Operating Co. | June 3, 2026 | The election of each of the director nominees: Stephen Lee Director Elections |
Board | For | FOR 1 fund |
AGAINST 6 funds |
| Preformed Line Products Company | May 4, 2026 | To elect four directors, each for a term expiring in 2028: David C. Sunkle Director Elections |
Board | For | FOR 5 funds |
AGAINST 7 funds |
| Preformed Line Products Company | May 4, 2026 | To elect four directors, each for a term expiring in 2028: Glenn E. Corlett Director Elections |
Board | For | FOR 5 funds |
AGAINST 7 funds |
| PrimeEnergy Resources Corporation | June 10, 2026 | Election of Directors: H. Gifford Fong Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 6 funds |
| Prosus N.V. | August 20, 2025 | Elect Debra Meyer to the Board of Directors Director Elections |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| Prosus N.V. | August 20, 2025 | Elect Jacobus (Koos) P. Bekker to the Board of Directors Director Elections |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| Prosus N.V. | August 20, 2025 | Elect Nico Marais to the Board of Directors Director Elections |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| Prosus N.V. | August 20, 2025 | Elect Steve J.Z. Pacak to the Board of Directors Director Elections |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| Pulse Biosciences, Inc. | June 11, 2026 | Election of Directors: Manmeet S. Soni Director Elections |
Board | For | FOR 4 funds |
AGAINST 7 funds |
| QUICKLOGIC CORPORATION | May 7, 2026 | To approve, on a non-binding advisory basis, the compensation of QuickLogic's named executive officers. Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 1 fund |
| RACKSPACE TECHNOLOGY, INC. | June 18, 2026 | Non-binding advisory vote to approve the compensation of the Company's named executive officers as described in the proxy statement. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 7 funds |
| RAMACO RESOURCES, INC. | June 10, 2026 | To approve an amendment to the Ramaco Resources, Inc. Long-Term Incentive Plan ("LTIP") to increase the number of shares of Class A common stock subject to the LTIP by an additional 4,000,000 shares. Compensation |
Board | For | AGAINST 4 funds |
FOR 6 funds |
| REGENXBIO INC. | May 29, 2026 | To approve a stock option exchange for our executive employees. Compensation |
Board | For | FOR 4 funds |
AGAINST 6 funds |
| RENASANT CORPORATION | April 28, 2026 | Elect John M. Creekmore Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 1 fund |
| RENASANT CORPORATION | April 28, 2026 | Elect Neal A. Holland, Jr. Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 1 fund |
| RIGEL PHARMACEUTICALS, INC. | May 14, 2026 | To ratify the selection of Ernst & Young LLP as the independent registered public accounting firm of the Company for its fiscal year ending December 31, 2026. Audit-related |
Board | For | AGAINST 5 funds |
FOR 6 funds |
| ROOT, INC. | June 3, 2026 | To approve, on an advisory basis, our named executive officer compensation. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 5 funds |
| RXO, Inc. | May 12, 2026 | Election of Directors: Thomas Szlosek Director Elections |
Board | For | AGAINST 7 funds |
FOR 8 funds |
| Radiant Logistics, Inc. | November 13, 2025 | Election of Directors: Richard P. Palmieri Director Elections |
Board | For | AGAINST 2 funds |
FOR 6 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.