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
2,156 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 |
|---|---|---|---|---|---|---|
| HONEYWELL INTERNATIONAL INC. | May 22, 2026 | Election of Directors: Stephen Williamson Director Elections |
Board | For | FOR 12 funds |
Split 17 FOR, 1 AGAINST |
| HONEYWELL INTERNATIONAL INC. | May 22, 2026 | Election of Directors: Vimal Kapur Director Elections |
Board | For | FOR 12 funds |
Split 17 FOR, 1 AGAINST |
| HONEYWELL INTERNATIONAL INC. | May 22, 2026 | Election of Directors: William S. Ayer Director Elections |
Board | For | FOR 12 funds |
Split 17 FOR, 1 AGAINST |
| HORMEL FOODS CORPORATION | January 27, 2026 | Approve the Named Executive Officer compensation as disclosed in the Company's 2026 annual meeting proxy statement. Say-on-Pay |
Board | For | FOR 14 funds |
Split 15 FOR, 2 AGAINST |
| HOVNANIAN ENTERPRISES, INC. | March 31, 2026 | Approval of the Fourth Amended and Restated 2020 Hovnanian Enterprises, Inc. Stock Incentive Plan. Compensation |
Board | For | AGAINST 6 funds |
Split 5 FOR, 1 AGAINST |
| HOWMET AEROSPACE INC. | May 19, 2026 | Advisory vote to approve executive compensation. Say-on-Pay |
Board | For | FOR 16 funds |
Split 8 FOR, 9 AGAINST |
| HOWMET AEROSPACE INC. | May 19, 2026 | Ratification of the appointment of PricewaterhouseCoopers LLP as the Company's independent registered public accounting firm for 2026. Audit-related |
Board | For | FOR 14 funds |
Split 18 FOR, 1 AGAINST |
| HUBBELL INCORPORATED | May 5, 2026 | To approve, by advisory vote, the compensation of our Named Executive Officers as presented in the 2026 Proxy Statement. Say-on-Pay |
Board | For | FOR 15 funds |
Split 16 FOR, 2 AGAINST |
| HUDSON PACIFIC PROPERTIES, INC. | May 28, 2026 | The advisory approval of the Company's executive compensation for the fiscal year ended December 31, 2025, as more fully disclosed in the accompanying Proxy Statement. Say-on-Pay |
Board | For | FOR 10 funds |
Split 3 FOR, 2 AGAINST |
| HUMACYTE, INC. | June 9, 2026 | Approval, on an advisory basis, of the compensation paid to Humacyte, Inc.'s named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
Split 5 FOR, 1 AGAINST |
| HUNTINGTON BANCSHARES INCORPORATED | April 22, 2026 | An advisory resolution to approve, on a non-binding basis, the compensation of executives as described in the proxy materials. Say-on-Pay |
Board | For | FOR 15 funds |
Split 20 FOR, 1 AGAINST |
| Hawthorn Bancshares, Inc. | June 2, 2026 | ELECTION OF FOUR CLASS I DIRECTORS: Douglas T. Eden Director Elections |
Board | For | FOR 2 funds |
Split 5 FOR, 1 AGAINST |
| Hayward Holdings, Inc. | May 21, 2026 | Election of Directors: Arthur Soucy Director Elections |
Board | For | FOR 8 funds |
Split 1 FOR, 2 WITHHOLD |
| Hayward Holdings, Inc. | May 21, 2026 | Election of Directors: Kevin Brown Director Elections |
Board | For | FOR 8 funds |
Split 1 FOR, 2 WITHHOLD |
| Hayward Holdings, Inc. | May 21, 2026 | Election of Directors: Lori Walker Director Elections |
Board | For | FOR 8 funds |
Split 1 FOR, 2 WITHHOLD |
| Hecla Mining Company | May 21, 2026 | ELECTION OF TWO CLASS I DIRECTORS: Dean R. Gehring Director Elections |
Board | For | FOR 10 funds |
Split 5 FOR, 4 AGAINST |
| Helmerich & Payne, Inc. | March 4, 2026 | Election of Directors: Donald F. Robillard, Jr. Director Elections |
Board | For | FOR 8 funds |
Split 3 FOR, 2 AGAINST |
| Henry Schein, Inc. | May 21, 2026 | Election of Incumbent Directors: Max Lin Director Elections |
Board | For | FOR 14 funds |
Split 9 FOR, 10 AGAINST |
| Henry Schein, Inc. | May 21, 2026 | Election of Incumbent Directors: William K. "Dan" Daniel Director Elections |
Board | For | FOR 14 funds |
Split 19 FOR, 1 AGAINST |
| Hewlett Packard Enterprise Company | April 1, 2026 | Election of Directors: Bethany J. Mayer Director Elections |
Board | For | FOR 13 funds |
Split 20 FOR, 1 AGAINST |
| Hewlett Packard Enterprise Company | April 1, 2026 | Election of Directors: Frank A. D'Amelio Director Elections |
Board | For | FOR 13 funds |
Split 20 FOR, 1 AGAINST |
| Hewlett Packard Enterprise Company | April 1, 2026 | Election of Directors: Patricia F. Russo Director Elections |
Board | For | FOR 13 funds |
Split 20 FOR, 1 AGAINST |
| Hexcel Corporation | May 14, 2026 | Election of Directors: Cynthia M. Egnotovich Director Elections |
Board | For | FOR 11 funds |
Split 8 FOR, 1 AGAINST |
| Hovnanian Enterprises, Inc. | March 31, 2026 | Election of Directors: Edward A. Kangas Director Elections |
Board | For | FOR 6 funds |
Split 5 FOR, 1 AGAINST |
| Hovnanian Enterprises, Inc. | March 31, 2026 | Election of Directors: J. Larry Sorsby Director Elections |
Board | For | FOR 6 funds |
Split 5 FOR, 1 AGAINST |
| Hovnanian Enterprises, Inc. | March 31, 2026 | Election of Directors: Joseph A. Marengi Director Elections |
Board | For | FOR 6 funds |
Split 5 FOR, 1 AGAINST |
| Hovnanian Enterprises, Inc. | March 31, 2026 | Election of Directors: Miriam Hernandez-Kakol Director Elections |
Board | For | FOR 6 funds |
Split 5 FOR, 1 AGAINST |
| Hovnanian Enterprises, Inc. | March 31, 2026 | Election of Directors: Robert B. Coutts Director Elections |
Board | For | FOR 6 funds |
Split 5 FOR, 1 AGAINST |
| Howmet Aerospace Inc. | May 19, 2026 | Election of Directors: Amy E. Alving Director Elections |
Board | For | FOR 14 funds |
Split 18 FOR, 1 AGAINST |
| Howmet Aerospace Inc. | May 19, 2026 | Election of Directors: James F. Albaugh Director Elections |
Board | For | FOR 14 funds |
Split 18 FOR, 1 AGAINST |
| Howmet Aerospace Inc. | May 19, 2026 | Election of Directors: John C. Plant Director Elections |
Board | For | FOR 14 funds |
Split 18 FOR, 1 AGAINST |
| Howmet Aerospace Inc. | May 19, 2026 | Election of Directors: Sharon R. Barner Director Elections |
Board | For | FOR 14 funds |
Split 18 FOR, 1 AGAINST |
| Humana Inc. | April 16, 2026 | Election of Directors: Wayne A. I. Frederick, M.D. Director Elections |
Board | For | FOR 13 funds |
Split 6 FOR, 14 AGAINST |
| IDEAYA BIOSCIENCES, INC. | June 16, 2026 | To elect three Class I directors to hold office until the 2029 annual meeting of stockholders or until their successors are elected; Yujiro S. Hata Director Elections |
Board | For | FOR 4 funds |
Split 4 FOR, 2 WITHHOLD |
| IDT CORPORATION | December 11, 2025 | Election of Directors: Elaine S. Yatzkan Director Elections |
Board | For | FOR 8 funds |
Split 5 FOR, 2 AGAINST |
| IDT CORPORATION | December 11, 2025 | Election of Directors: Howard S. Jonas Director Elections |
Board | For | FOR 8 funds |
Split 5 FOR, 2 AGAINST |
| IDT CORPORATION | December 11, 2025 | Election of Directors: Irwin Katsof Director Elections |
Board | For | FOR 8 funds |
Split 5 FOR, 2 AGAINST |
| IDT CORPORATION | December 11, 2025 | Election of Directors: Judah Schorr Director Elections |
Board | For | AGAINST 8 funds |
Split 5 FOR, 2 AGAINST |
| IES HOLDINGS, INC. | February 19, 2026 | ADVISORY VOTE TO APPROVE NAMED EXECUTIVE OFFICER COMPENSATION. Say-on-Pay |
Board | For | FOR 8 funds |
Split 3 FOR, 3 AGAINST |
| IHEARTMEDIA, INC. | June 4, 2026 | The approval of the second amendment to the iHeartMedia, Inc. 2021 Long-Term Incentive Award Plan. Compensation |
Board | For | FOR 7 funds |
Split 5 FOR, 1 AGAINST |
| IHEARTMEDIA, INC. | June 4, 2026 | The approval, on an advisory (non-binding) basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 8 funds |
Split 5 FOR, 1 AGAINST |
| ILLINOIS TOOL WORKS INC. | May 8, 2026 | Ratification of the appointment of Deloitte & Touche LLP as ITW's independent registered public accounting firm for 2026; and Audit-related |
Board | For | FOR 14 funds |
Split 19 FOR, 1 AGAINST |
| ILLUMINA, INC. | May 21, 2026 | To approve, on an advisory basis, the compensation of the named executive officers as disclosed in the Proxy Statement. Say-on-Pay |
Board | For | FOR 13 funds |
Split 9 FOR, 4 AGAINST |
| IMAX Corporation | June 10, 2026 | Election of Directors Election of the ten nominees for the Board of Directors: Gail Berman Director Elections |
Board | For | FOR 2 funds |
Split 7 FOR, 1 AGAINST |
| IMAX Corporation | June 10, 2026 | Election of Directors Election of the ten nominees for the Board of Directors: Kevin Douglas Director Elections |
Board | For | FOR 2 funds |
Split 7 FOR, 1 AGAINST |
| IMAX Corporation | June 10, 2026 | Election of Directors Election of the ten nominees for the Board of Directors: Steve Pamon Director Elections |
Board | For | FOR 2 funds |
Split 7 FOR, 1 AGAINST |
| INCYTE CORPORATION | June 8, 2026 | Approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 20 funds |
Split 13 FOR, 7 AGAINST |
| INNOVATIVE INDUSTRIAL PROPERTIES, INC. | June 9, 2026 | Approval on a non-binding advisory basis of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 10 funds |
Split 3 FOR, 3 AGAINST |
| INOGEN, INC. | June 5, 2026 | To approve the Inogen, Inc. Amended and Restated 2023 Equity Incentive Plan. Compensation |
Board | For | FOR 2 funds |
Split 4 FOR, 2 AGAINST |
| INSEEGO CORP. | June 16, 2026 | Approve, in an advisory vote, the compensation paid to the Company's named executive officers, as presented in the proxy statement. Say-on-Pay |
Board | For | AGAINST 3 funds |
Split 6 FOR, 1 AGAINST |
| INSPIRE MEDICAL SYSTEMS, INC. | April 30, 2026 | Approval of an amendment and restatement of the Inspire Medical Systems, Inc. 2018 Incentive Award Plan. Compensation |
Board | For | FOR 5 funds |
Split 3 FOR, 2 AGAINST |
| INTELLIA THERAPEUTICS, INC. | June 9, 2026 | Approval, on a non-binding advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
Split 3 FOR, 1 AGAINST |
| INTERCONTINENTAL EXCHANGE, INC. | May 15, 2026 | To approve, by non-binding vote, the advisory resolution on executive compensation for named executive officers. Say-on-Pay |
Board | For | FOR 15 funds |
Split 22 FOR, 1 AGAINST |
| INTERCONTINENTAL EXCHANGE, INC. | May 15, 2026 | To ratify the appointment of Ernst & Young LLP as our independent registered public accounting firm for the fiscal year ending December 31, 2026. Audit-related |
Board | For | FOR 12 funds |
Split 22 FOR, 1 AGAINST |
| INTERNATIONAL BUSINESS MACHINES CORP | April 28, 2026 | Advisory Vote to Ratify Named Executive Officers' Compensation Say-on-Pay |
Board | For | FOR 17 funds |
Split 20 FOR, 1 AGAINST |
| INTERNATIONAL BUSINESS MACHINES CORP. | April 28, 2026 | Approval of 2026 Long-Term Performance Plan Compensation |
Board | For | FOR 14 funds |
Split 20 FOR, 1 AGAINST |
| INTERNATIONAL BUSINESS MACHINES CORP. | April 28, 2026 | Ratification of Appointment of Independent Registered Public Accounting Firm Audit-related |
Board | For | FOR 14 funds |
Split 20 FOR, 1 AGAINST |
| INTERNATIONAL FLAVORS & FRAGRANCES INC. | April 29, 2026 | Approve, on an advisory basis, the compensation of our named executive officers in 2025. Say-on-Pay |
Board | For | FOR 16 funds |
Split 18 FOR, 1 AGAINST |
| INTERNATIONAL MONEY EXPRESS, INC. | December 9, 2025 | To approve, on an advisory (non-binding) basis, the compensation that may be paid or become payable to Intermex's named executive officers that is based on or otherwise relates to the Merger Agreement and/or the transactions contemplated by the Merger Agreement. Say-on-Pay |
Board | For | FOR 5 funds |
Split 6 FOR, 2 AGAINST |
| INTERPARFUMS, INC. | September 10, 2025 | To vote for the advisory resolution to approve executive compensation. Say-on-Pay |
Board | For | FOR 9 funds |
Split 3 FOR, 3 AGAINST |
| INTUIT INC | January 22, 2026 | Advisory vote to approve Intuit's executive compensation (say-on-pay) Say-on-Pay |
Board | For | FOR 16 funds |
Split 24 FOR, 1 AGAINST |
| INTUIT INC. | January 22, 2026 | Ratification of the selection of Ernst & Young LLP as Intuit's independent registered public accounting firm for the fiscal year ending July 31, 2026 Audit-related |
Board | For | FOR 13 funds |
Split 23 FOR, 1 AGAINST |
| INVITATION HOMES INC. | May 7, 2026 | To approve the Invitation Homes Inc. 2026 Omnibus Incentive Plan. Compensation |
Board | For | FOR 16 funds |
Split 18 FOR, 1 AGAINST |
| INVITATION HOMES INC. | May 7, 2026 | To approve, in a non-binding advisory vote, the compensation paid to our named executive officers. Say-on-Pay |
Board | For | FOR 17 funds |
Split 8 FOR, 10 AGAINST |
| IPG PHOTONICS CORPORATION | May 12, 2026 | Advisory Approval of our Executive Compensation Say-on-Pay |
Board | For | AGAINST 9 funds |
Split 2 FOR, 5 AGAINST |
| IQVIA HOLDINGS INC. | April 23, 2026 | Approve the adoption of the IQVIA Holdings Inc. 2026 Incentive and Stock Award Plan. Compensation |
Board | For | FOR 14 funds |
Split 20 FOR, 2 AGAINST |
| ITRON, INC. | May 7, 2026 | Election of Directors: Frank M. Jaehnert Director Elections |
Board | For | FOR 10 funds |
Split 5 FOR, 4 AGAINST |
| ITRON, INC. | May 7, 2026 | Election of Directors: Jerome J. Lande Director Elections |
Board | For | FOR 10 funds |
Split 5 FOR, 4 AGAINST |
| ITRON, INC. | May 7, 2026 | Election of Directors: Sanjay Mirchandani Director Elections |
Board | For | FOR 10 funds |
Split 5 FOR, 4 AGAINST |
| Independent Bank Corporation | April 21, 2026 | Election of Directors: Stephen L. Gulis, Jr. Director Elections |
Board | For | FOR 4 funds |
Split 4 FOR, 1 AGAINST |
| Independent Bank Corporation | April 21, 2026 | Election of Directors: Terance L. Beia Director Elections |
Board | For | FOR 4 funds |
Split 4 FOR, 1 AGAINST |
| Independent Bank Corporation | April 21, 2026 | Election of Directors: William B. Kessel Director Elections |
Board | For | FOR 4 funds |
Split 4 FOR, 1 AGAINST |
| InnovAge Holding Corp. | December 4, 2025 | Election of Class II Directors: Richard Zoretic Director Elections |
Board | For | FOR 3 funds |
Split 4 FOR, 2 WITHHOLD |
| InnovAge Holding Corp. | December 4, 2025 | Election of Class II Directors: Teresa Sparks Director Elections |
Board | For | FOR 3 funds |
Split 4 FOR, 2 WITHHOLD |
| Interactive Brokers Group, Inc. | April 23, 2026 | Election of Directors: Earl H. Nemser Director Elections |
Board | For | AGAINST 15 funds |
Split 6 FOR, 11 AGAINST |
| Interactive Brokers Group, Inc. | April 23, 2026 | Election of Directors: Milan Galik Director Elections |
Board | For | AGAINST 15 funds |
Split 16 FOR, 2 AGAINST |
| Interactive Brokers Group, Inc. | April 23, 2026 | Election of Directors: Thomas Peterffy Director Elections |
Board | For | FOR 15 funds |
Split 16 FOR, 2 AGAINST |
| Interactive Brokers Group, Inc. | April 23, 2026 | Election of Directors: William Peterffy Director Elections |
Board | For | FOR 15 funds |
Split 6 FOR, 11 AGAINST |
| International Business Machines Corporation | April 28, 2026 | Election of Directors for a Term of One Year: Alex Gorsky Director Elections |
Board | For | FOR 14 funds |
Split 18 FOR, 1 AGAINST |
| International Business Machines Corporation | April 28, 2026 | Election of Directors for a Term of One Year: Alfred W. Zollar Director Elections |
Board | For | FOR 14 funds |
Split 18 FOR, 1 AGAINST |
| International Business Machines Corporation | April 28, 2026 | Election of Directors for a Term of One Year: Andrew N. Liveris Director Elections |
Board | For | FOR 14 funds |
Split 17 FOR, 2 AGAINST |
| International Business Machines Corporation | April 28, 2026 | Election of Directors for a Term of One Year: Arvind Krishna Director Elections |
Board | For | FOR 14 funds |
Split 18 FOR, 1 AGAINST |
| International Business Machines Corporation | April 28, 2026 | Election of Directors for a Term of One Year: David N. Farr Director Elections |
Board | For | FOR 14 funds |
Split 18 FOR, 1 AGAINST |
| International Business Machines Corporation | April 28, 2026 | Election of Directors for a Term of One Year: F. William McNabb III Director Elections |
Board | For | FOR 14 funds |
Split 18 FOR, 1 AGAINST |
| International Business Machines Corporation | April 28, 2026 | Election of Directors for a Term of One Year: Michael Miebach Director Elections |
Board | For | FOR 14 funds |
Split 18 FOR, 1 AGAINST |
| International Business Machines Corporation | April 28, 2026 | Election of Directors for a Term of One Year: Peter R. Voser Director Elections |
Board | For | FOR 14 funds |
Split 18 FOR, 1 AGAINST |
| International Business Machines Corporation | April 28, 2026 | Election of Directors for a Term of One Year: Ramon Laguarta Director Elections |
Board | For | FOR 14 funds |
Split 18 FOR, 1 AGAINST |
| International Business Machines Corporation | April 28, 2026 | Election of Directors for a Term of One Year: Thomas Buberl Director Elections |
Board | For | FOR 14 funds |
Split 18 FOR, 1 AGAINST |
| Intuit Inc. | January 22, 2026 | Election of Directors: Deborah Liu Director Elections |
Board | For | FOR 13 funds |
Split 24 FOR, 1 AGAINST |
| Intuit Inc. | January 22, 2026 | Election of Directors: Forrest Norrod Director Elections |
Board | For | FOR 13 funds |
Split 24 FOR, 1 AGAINST |
| Intuit Inc. | January 22, 2026 | Election of Directors: Sasan K. Goodarzi Director Elections |
Board | For | FOR 13 funds |
Split 24 FOR, 1 AGAINST |
| Intuit Inc. | January 22, 2026 | Election of Directors: Tekedra Mawakana Director Elections |
Board | For | FOR 13 funds |
Split 24 FOR, 1 AGAINST |
| Intuit Inc. | January 22, 2026 | Election of Directors: Thomas Szkutak Director Elections |
Board | For | FOR 13 funds |
Split 24 FOR, 1 AGAINST |
| Ivanhoe Electric Inc. | June 4, 2026 | Election of Directors: Priya Patil Director Elections |
Board | For | FOR 4 funds |
Split 2 FOR, 5 AGAINST |
| Ivanhoe Electric Inc. | June 4, 2026 | Election of Directors: Russell Ball Director Elections |
Board | For | FOR 4 funds |
Split 5 FOR, 2 AGAINST |
| Ivanhoe Electric Inc. | June 4, 2026 | Election of Directors: Sofia Bianchi Director Elections |
Board | For | AGAINST 4 funds |
Split 5 FOR, 2 AGAINST |
| JACK HENRY & ASSOCIATES, INC. | November 12, 2025 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 16 funds |
Split 17 FOR, 1 AGAINST |
| JAMF HOLDING CORP | January 8, 2026 | A proposal to adopt the Agreement and Plan of Merger (as it may be amended, supplemented or otherwise modified from time to time, the "Merger Agreement"), dated as of October 28, 2025, by and among Jamf, Jawbreaker Parent, Inc., a Delaware corporation ("Parent"), and Jawbreaker Merger Sub, Inc., a Delaware corporation and a wholly owned subsidiary of Parent ("Merger Sub"), pursuant to which Merger Sub will merge with and into Jamf, with Jamf continuing as the surviving corporation and as a wholly owned subsidiary of Parent (the "Merger"); Extraordinary Transactions |
Board | For | FOR 4 funds |
Split 4 FOR, 3 ABSTAIN |
| JANUS HENDERSON GROUP PLC | May 29, 2026 | Advisory Say-on-Pay Vote on Executive Compensation. Say-on-Pay |
Board | For | AGAINST 12 funds |
Split 4 FOR, 4 AGAINST |
| JANUS HENDERSON GROUP PLC | May 29, 2026 | Approval to Increase the Cap on Aggregate Annual Compensation for Non-Executive Directors. Compensation |
Board | For | FOR 11 funds |
Split 4 FOR, 4 AGAINST |
← Previous Page 11 of 22 Next →
How items are matched and positions counted: see the comparison table and the methodology. Built November 1, 2026 from SEC Form N-PX filings.