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 | 173 | 86 | 4 | 83 | 95.6% | 85.5% |
| Other items | 1,303 | 950 | 57 | 296 | 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 |
|---|---|---|---|---|---|---|
| Rentokil Initial plc | May 7, 2026 | Remuneration Report Compensation |
Board | For | AGAINST 4 funds |
FOR 1 fund |
| Reservoir Media, Inc. | August 7, 2025 | Election of Directors: Neil de Gelder Director Elections |
Board | For | FOR 2 funds |
AGAINST 6 funds |
| Resolute Holdings Management, Inc. | June 11, 2026 | Election of Directors: Mark R. James Director Elections |
Board | For | FOR 3 funds |
WITHHOLD 7 funds |
| Resolute Holdings Management, Inc. | June 11, 2026 | Election of Directors: Thomas R. Knott Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 7 funds |
| Rheinmetall AG | May 12, 2026 | Remuneration Report Compensation |
Board | For | AGAINST 5 funds |
FOR 1 fund |
| Rimini Street, Inc. | June 3, 2026 | Election of Class III Directors: Steven Capelli Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 7 funds |
| SAGA COMMUNICATIONS, INC. | June 1, 2026 | To approve, by a non-binding advisory vote, a resolution approving the compensation of our named executive officers as described in the proxy statement. Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 1 fund |
| SAILPOINT INC | June 4, 2026 | To elect three Class I directors to hold office until the 2029 Annual Meeting of Stockholders or until their successors are duly elected and qualified: William Bock Director Elections |
Board | For | WITHHOLD 9 funds |
FOR 1 fund |
| SAREPTA THERAPEUTICS, INC. | June 4, 2026 | To elect, as Class I directors to hold office until the 2028 Annual Meeting of Stockholders and until their successors are elected and qualified or their earlier death, resignation or removal, the following director nominees: Douglas S. Ingram Director Elections |
Board | For | FOR 6 funds |
AGAINST 5 funds |
| SCHNEIDER NATIONAL, INC. | April 30, 2026 | Approval of amended and restated 2017 Schneider National, Inc. Omnibus Incentive Compensation Plan. Compensation |
Board | For | AGAINST 8 funds |
FOR 4 funds |
| SEAGATE TECHNOLOGY HOLDINGS PLC | October 25, 2025 | Election of Director: Michael R. Cannon Director Elections |
Board | For | AGAINST 11 funds |
FOR 1 fund |
| SEAGATE TECHNOLOGY HOLDINGS PLC | October 25, 2025 | Election of Director: Thomas A. Szlosek Director Elections |
Board | For | AGAINST 11 funds |
FOR 1 fund |
| SECURITY NATIONAL FINANCIAL CORPORATION | June 26, 2026 | The amendment of the Company's 2022 Equity Incentive Plan to provide that up to 500,000 of the shares previously authorized to be issued only as Class A common stock may instead be issued as Class C common stock. Compensation |
Board | For | AGAINST 2 funds |
FOR 5 funds |
| SERITAGE GROWTH PROPERTIES | June 9, 2026 | An advisory, non-binding resolution to approve the Company's executive compensation program for our named executive officers, as described in the proxy statement; Say-on-Pay |
Board | For | AGAINST 4 funds |
ABSTAIN 1 fund |
| SHARKNINJA INCORPORATION | June 18, 2026 | To approve, on a non-binding advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 14 funds |
FOR 9 funds |
| SHIFT4 PAYMENTS, INC. | June 12, 2026 | Approval, on an advisory (non-binding) basis, of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 11 funds |
FOR 7 funds |
| SITE CENTERS CORP. | May 13, 2026 | Election of Directors: John M. Cattonar Director Elections |
Board | For | AGAINST 4 funds |
FOR 6 funds |
| SIX FLAGS ENTERTAINMENT CORPORATION | May 26, 2026 | Confirm the appointment of Deloitte & Touche LLP as our independent registered public accounting firm; Audit-related |
Board | For | AGAINST 7 funds |
FOR 6 funds |
| SK hynix Inc. | March 25, 2026 | Elect KIM Zeong Won Director Elections |
Board | For | AGAINST 5 funds |
FOR 1 fund |
| SKYWORKS SOLUTIONS, INC. | May 13, 2026 | Election of Director to serve until the 2027 Annual Meeting of Stockholders: Christine King Director Elections |
Board | For | FOR 15 funds |
AGAINST 1 fund |
| SMITH-MIDLAND CORPORATION | August 1, 2025 | Election of directors: Matthew I. Smith Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 6 funds |
| SONIC AUTOMOTIVE, INC. | April 29, 2026 | Approval of the amendment and restatement of the Sonic Automotive, Inc. 2012 Formula Restricted Stock and Deferral Plan for Non-Employee Directors. Compensation |
Board | For | AGAINST 8 funds |
FOR 7 funds |
| SONY GROUP CORPORATION | June 23, 2026 | Elect Lin Tao @ Lin Imaizumi Director Elections |
Board | For | FOR 6 funds |
AGAINST 1 fund |
| SPYRE THERAPEUTICS INC. | May 27, 2026 | To approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 8 funds |
| STARZ ENTERTAINMENT CORP. | May 15, 2026 | Election of Directors: Bruce Mann Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 6 funds |
| STARZ ENTERTAINMENT CORP. | May 15, 2026 | Election of Directors: Ed Wilson Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 6 funds |
| STARZ ENTERTAINMENT CORP. | May 15, 2026 | Election of Directors: Emily Fine Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 6 funds |
| STARZ ENTERTAINMENT CORP. | May 15, 2026 | Election of Directors: Hardwick Simmons Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 6 funds |
| STARZ ENTERTAINMENT CORP. | May 15, 2026 | Election of Directors: Jeffrey A. Hirsch Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 6 funds |
| STARZ ENTERTAINMENT CORP. | May 15, 2026 | Election of Directors: Joshua Sapan Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 6 funds |
| STARZ ENTERTAINMENT CORP. | May 15, 2026 | Election of Directors: Mark H. Rachesky, M.D. Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 6 funds |
| STARZ ENTERTAINMENT CORP. | May 15, 2026 | Election of Directors: Michael Burns Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 6 funds |
| STARZ ENTERTAINMENT CORP. | May 15, 2026 | Election of Directors: Mignon Clyburn Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 6 funds |
| STEPSTONE GROUP INC | September 9, 2025 | To ratify the appointment of Ernst & Young LLP as the Company's independent registered public accounting firm for the fiscal year ending March 31, 2026. Audit-related |
Board | For | AGAINST 4 funds |
FOR 7 funds |
| STRATEGY INC | June 8, 2026 | To ratify, pursuant to Section 204 of the General Corporation Law of the State of Delaware, the filing and effectiveness of the Certificate of Amendment to the Certificate of Designations of the Company's 8.00% Series A Perpetual Strike Preferred Stock filed with the Secretary of State of the State of Delaware on July 7, 2025, and the amendment to the liquidation preference of such stock effectuated thereby. Capital Structure |
Board | For | FOR 9 funds |
AGAINST 7 funds |
| SUPER MICRO COMPUTER INC. | April 15, 2026 | To elect three Class I directors to hold office until the Annual Meeting of Stockholders following their year 2008 or until their successors are duly elected and qualified. Charles Liang Director Elections |
Board | For | FOR 14 funds |
WITHHOLD 11 funds |
| SYNAPTICS INCORPORATED | October 28, 2025 | Proposal to approve the Company's amended and restated 2019 Equity and Incentive Compensation Plan. Compensation |
Board | For | AGAINST 7 funds |
FOR 12 funds |
| Samsung Electronics Co., Ltd. | March 18, 2026 | Elect KIM Yong Kwan Director Elections |
Board | For | AGAINST 5 funds |
FOR 1 fund |
| Satellogic Inc. | December 8, 2025 | Election of Directors: Ted Wang Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 7 funds |
| Satellogic Inc. | June 3, 2026 | Election of Directors: Tom Killalea Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 7 funds |
| Seacoast Banking Corporation of Florida | May 20, 2026 | Elect Randolph A. Moore, III Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 1 fund |
| ServiceNow, Inc. | May 21, 2026 | Election of Directors: Joseph Larry Quinlan Director Elections |
Board | For | FOR 12 funds |
AGAINST 1 fund |
| Shin-Etsu Chemical Co.,Ltd. | June 26, 2026 | Elect Takashi Hibino Director Elections |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| Siemens AG | February 12, 2026 | Increase in Authorised Capital (Employee Participation) Capital Structure |
Board | For | FOR 6 funds |
AGAINST 1 fund |
| Siemens Healthineers AG | February 5, 2026 | Authority to Issue Convertible Debt Instruments; Increase in Conditional Capital Capital Structure |
Board | For | AGAINST 5 funds |
FOR 1 fund |
| Silvercrest Asset Management Group Inc. | June 3, 2026 | The election as director of the nominee listed below: Brian D. Dunn Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 6 funds |
| SkyWater Technology, Inc. | June 10, 2026 | Election of Directors: Dennis J. Goetz Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 7 funds |
| Smart Sand, Inc. | June 2, 2026 | Election of Directors: Timothy J. Pawlenty Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 1 fund |
| Smurfit WestRock Plc | May 1, 2026 | Election of Directors: Ken Bowles Director Elections |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| Snowflake Inc. | July 2, 2025 | Election of Class II Directors for term expiring in 2028: Michael L. Speiser Director Elections |
Board | For | FOR 10 funds |
WITHHOLD 1 fund |
| Snowflake Inc. | June 29, 2026 | Election of Class III Directors for term expiring in 2029: Teresa Briggs Director Elections |
Board | For | FOR 10 funds |
WITHHOLD 1 fund |
| Societe Generale | May 27, 2026 | Authority to Issue Performance Shares (Employees Excluding Identified Staff) Capital Structure |
Board | For | FOR 6 funds |
AGAINST 1 fund |
| Societe Generale | May 27, 2026 | Authority to Issue Performance Shares (Identified Staff) Capital Structure |
Board | For | FOR 6 funds |
AGAINST 1 fund |
| Societe Generale | May 27, 2026 | Elect Jerome Contamine Director Elections |
Board | For | FOR 6 funds |
AGAINST 1 fund |
| Sonic Automotive, Inc. | April 29, 2026 | Election of Directors: R. Eugene Taylor Director Elections |
Board | For | FOR 8 funds |
AGAINST 7 funds |
| Sonic Automotive, Inc. | April 29, 2026 | Election of Directors: William I. Belk Director Elections |
Board | For | FOR 8 funds |
AGAINST 7 funds |
| Southern Copper Corporation | May 29, 2026 | Election of Directors: Enrique Castillo Sanchez Mejorada Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 4 funds |
| Southern Copper Corporation | May 29, 2026 | Election of Directors: Javier Arrigunaga Gomez del Campo Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 4 funds |
| Southern Copper Corporation | May 29, 2026 | Election of Directors: Leonardo Contreras Lerdo de Tejada Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 4 funds |
| Southwest Airlines Co. | May 7, 2026 | Election of Directors: Lisa M. Atherton Director Elections |
Board | For | AGAINST 14 funds |
FOR 20 funds |
| Southwest Airlines Co. | May 7, 2026 | Election of Directors: Patricia A. Watson Director Elections |
Board | For | AGAINST 14 funds |
FOR 20 funds |
| Southwest Airlines Co. | May 7, 2026 | Election of Directors: Rakesh Gangwal Director Elections |
Board | For | AGAINST 14 funds |
FOR 20 funds |
| Steven Madden, Ltd. | May 20, 2026 | Elect Peter A. Davis Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 1 fund |
| Steven Madden, Ltd. | May 20, 2026 | Elect Peter Migliorini Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 1 fund |
| Steven Madden, Ltd. | May 20, 2026 | Elect Rose Peabody Lynch Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 1 fund |
| Strawberry Fields REIT, Inc. | May 7, 2026 | Election of Directors: Mark Myers Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 6 funds |
| Strawberry Fields REIT, Inc. | May 7, 2026 | Election of Directors: Stanford Gertz Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 6 funds |
| Strawberry Fields REIT, Inc. | May 7, 2026 | Election of Directors: Ted Lerman Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 6 funds |
| Sumitomo Mitsui Financial Group, Inc. | June 26, 2026 | Elect Honami Matsugasaki Director Elections |
Board | For | FOR 6 funds |
AGAINST 1 fund |
| Sumitomo Mitsui Financial Group, Inc. | June 26, 2026 | Elect Kazuyuki Anchi Director Elections |
Board | For | FOR 6 funds |
AGAINST 1 fund |
| Sumitomo Mitsui Financial Group, Inc. | June 26, 2026 | Elect Takeshi Mikami Director Elections |
Board | For | FOR 6 funds |
AGAINST 1 fund |
| TEADS HOLDING CO. | May 14, 2026 | Approve, on an advisory basis, the compensation of our named executive officers, described in the proxy statement. Say-on-Pay |
Board | For | FOR 2 funds |
AGAINST 6 funds |
| TECHTARGET, INC. | June 11, 2026 | Election of Directors: Perfecto Sanchez Director Elections |
Board | For | AGAINST 4 funds |
FOR 5 funds |
| TECHTARGET, INC. | June 11, 2026 | Election of Directors: Sally Ashford Director Elections |
Board | For | FOR 4 funds |
AGAINST 5 funds |
| TELOS CORPORATION | May 7, 2026 | AMENDMENT TO THE AMENDED AND RESTATED 2016 OMNIBUS LONG-TERM INCENTIVE PLAN: To approve Amendment No. 2 to the Amended and Restated 2016 Omnibus Long-Term Incentive Plan of the Company, substantially in the form attached hereto as Exhibit A (the "Plan Amendment"). Compensation |
Board | For | AGAINST 4 funds |
FOR 6 funds |
| THE CARLYLE GROUP INC. | June 3, 2026 | Approval of The Carlyle Group Inc. Amended and Restated 2012 Equity Incentive Plan Compensation |
Board | For | AGAINST 12 funds |
FOR 9 funds |
| THE HACKETT GROUP INC | April 30, 2026 | Election of Director: John R. Harris Director Elections |
Board | For | FOR 5 funds |
AGAINST 7 funds |
| TOLL BROTHERS, INC. | March 10, 2026 | Election of Directors: Wendell E. Pritchett Director Elections |
Board | For | AGAINST 12 funds |
FOR 7 funds |
| TOWNEBANK | May 20, 2026 | Election of Director For term expiring in 2029: Douglas D. Ellis Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 2 funds |
| TOWNEBANK | May 20, 2026 | Election of Director For term expiring in 2029: Jeffrey F. Benson Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 2 funds |
| TOWNSQUARE MEDIA, INC. | May 11, 2026 | Advisory approval of the 2025 compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| TOYOTA MOTOR CORPORATION | June 17, 2026 | Elect Yoichi Miyazaki Director Elections |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| TPG RE FINANCE TRUST, INC. | May 19, 2026 | Ratification of the appointment of Deloitte & Touche LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2026. Audit-related |
Board | For | AGAINST 7 funds |
FOR 5 funds |
| TRADEWEB MARKETS INC. | May 19, 2026 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 15 funds |
FOR 7 funds |
| TRAVELZOO | April 20, 2026 | Vote to approve option grant to General Manager, U.S. Compensation |
Board | For | FOR 2 funds |
AGAINST 6 funds |
| TRAVELZOO | April 20, 2026 | Vote to approve option grant to Head of Engineering. Compensation |
Board | For | FOR 2 funds |
AGAINST 6 funds |
| TRIMAS CORPORATION | May 20, 2026 | Approval, on a non-binding advisory basis, of the compensation paid to the Company's Named Executive Officers. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 5 funds |
| TRUEBLUE, INC | May 11, 2026 | Advisory (Non-Binding) vote Approving Executive Compensation Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 6 funds |
| Tecnicas Reunidas, S.A. | June 25, 2026 | Elect Alfredo Bonet Baiget Director Elections |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| Tecnicas Reunidas, S.A. | June 25, 2026 | Elect Silvia Iranzo Gutierrez Director Elections |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| Tectonic Therapeutic, Inc. | June 8, 2026 | Election of Directors: Timothy A. Springer, Ph.D. Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 8 funds |
| Tejon Ranch Co. | May 13, 2026 | Election of Directors: Daniel R. Tisch Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 6 funds |
| Teladoc Health, Inc. | May 21, 2026 | Elect nine directors, each for a term of one year: David B. Snow, Jr. Director Elections |
Board | For | AGAINST 8 funds |
FOR 9 funds |
| The Eastern Company | May 6, 2026 | Election of Directors: Fredrick D. DiSanto Director Elections |
Board | For | AGAINST 2 funds |
FOR 6 funds |
| The Kansai Electric Power Company, Incorporated | June 25, 2026 | Elect Kiyoshi Sono Director Elections |
Board | For | AGAINST 4 funds |
FOR 1 fund |
| Triumph Financial, Inc. | April 23, 2026 | Election of Directors: Charles A. Anderson Director Elections |
Board | For | AGAINST 7 funds |
FOR 7 funds |
| Tronox Holdings Plc | April 28, 2026 | Election of Directors: Ilan Kaufthal Director Elections |
Board | For | AGAINST 7 funds |
FOR 5 funds |
| UCB SA | April 30, 2026 | Elect Cedric Van Rijckevorsel to the Board of Directors Director Elections |
Board | For | FOR 6 funds |
AGAINST 1 fund |
| UNIQURE N.V. | June 10, 2026 | Designation of the Board as the competent body to exclude or limit preemptive rights upon the issuance of Ordinary Shares. Capital Structure |
Board | For | AGAINST 3 funds |
FOR 1 fund |
| UNITED PARKS & RESORTS INC. | September 3, 2025 | To grant the Board of Directors of United Parks & Resorts Inc. (the "Company") the authority to approve and implement additional repurchases of shares of the Company's common stock, subject to the qualification that the Company will not repurchase additional shares if Hill Path Capital LP's ("Hill Path") common stock ownership interest percentage would, as a result of any such repurchase, equal or exceed 70% (excluding Hill Path's and its affiliates' non-voting derivative positions). Capital Structure |
Board | For | FOR 7 funds |
AGAINST 6 funds |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 18, 2026 from SEC Form N-PX filings.