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Charles Schwab vs Equitable: how alike they voted, 2025-2026

96.6% When both took a single position, they voted the same way on 96.6% of 15,466 items (14,939 the same, 527 different). 2,535 items where at least one of them split its funds are listed separately below. Both voted on 18,001 items in all.

Charles Schwab 2025-2026 · Equitable 2025-2026 · Download the item list (CSV)

By who put the item on the ballot. “Same position” = Same / (Same + Differ); split items are not in it. “Fund-level” is a second view over all common items: the chance that a fund of each manager, picked at random, voted the same way, which gives partial credit where a manager split.
	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%

Where they did not vote alike

Everything Voted differently Split votes

All ballot items Board proposals E&S shareholder proposals Other items

4 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
Palantir Technologies Inc.	June 3, 2026	Stockholder proposal entitled "Human Rights Impact Assessment", if properly presented at the Annual Meeting. Human Rights or Human Capital/workforce	Shareholder (E&S)	Against	AGAINST 13 funds	FOR 1 fund
Palantir Technologies Inc.	June 3, 2026	Stockholder proposal entitled "Independent Report on Due Diligence Process", if properly presented at the Annual Meeting. Human Rights or Human Capital/workforce	Shareholder (E&S)	Against	AGAINST 13 funds	FOR 1 fund
Palantir Technologies Inc.	June 3, 2026	Stockholder proposal entitled "Political Spending Disclosure", if properly presented at the Annual Meeting. Other Social Issues	Shareholder (E&S)	Against	AGAINST 13 funds	FOR 1 fund
The Bank of Nova Scotia	April 14, 2026	Shareholder Proposal Regarding Say on Climate Environment or Climate	Shareholder (E&S)	Against	AGAINST 3 funds	FOR 1 fund

← All 20 managers, 2025-2026

How items are matched and positions counted: see the comparison table and the methodology. Built October 13, 2026 from SEC Form N-PX filings.