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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 itemsSame DifferSplit (not in %)Same position Fund-level
All ballot items 18,00114,939527 2,53596.6%92.9%
Board proposals 16,52513,903466 2,15696.8%93.4%
E&S shareholder proposals 174864 8495.6%85.2%
Other items 1,30295057 29594.3%87.8%

Where they did not vote alike

Everything Voted differently Split votes

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

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.

CompanyMeetingProposalOn the ballot from Board recommendedCharles SchwabEquitable
AON PLC June 26, 2026 Election of Directors: Cheryl A. Francis
Director Elections
Board For FOR
13 funds
Split
19 FOR, 1 AGAINST
AON PLC June 26, 2026 Election of Directors: Gloria Santona
Director Elections
Board For FOR
13 funds
Split
19 FOR, 1 AGAINST
AON PLC June 26, 2026 Election of Directors: James G. Stavridis
Director Elections
Board For FOR
13 funds
Split
19 FOR, 1 AGAINST
AON PLC June 26, 2026 Election of Directors: Lester B. Knight
Director Elections
Board For FOR
13 funds
Split
19 FOR, 1 AGAINST
AON PLC June 26, 2026 Election of Directors: Richard C. Notebaert
Director Elections
Board For FOR
13 funds
Split
19 FOR, 1 AGAINST
AON PLC June 26, 2026 Ratify the appointment of Ernst & Young LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2026.
Audit-related
Board For FOR
13 funds
Split
19 FOR, 1 AGAINST
APA CORPORATION May 21, 2026 Advisory vote to approve the compensation of APA's named executive officers
Say-on-Pay
Board For FOR
17 funds
Split
6 FOR, 10 AGAINST
APA CORPORATION May 21, 2026 Election of directors: Annell R. Bay
Director Elections
Board For FOR
15 funds
Split
8 FOR, 7 AGAINST
APA CORPORATION May 21, 2026 Election of directors: Charles W. Hooper
Director Elections
Board For FOR
15 funds
Split
8 FOR, 7 AGAINST
APA CORPORATION May 21, 2026 Election of directors: David L. Stover
Director Elections
Board For FOR
15 funds
Split
8 FOR, 7 AGAINST
APA CORPORATION May 21, 2026 Election of directors: Juliet S. Ellis
Director Elections
Board For FOR
15 funds
Split
8 FOR, 7 AGAINST
APPIAN CORPORATION June 3, 2026 To approve the Appian Corporation Amended and Restated 2017 Equity Incentive Plan.
Compensation
Board For AGAINST
5 funds
Split
1 FOR, 7 AGAINST
APPLE INC. February 24, 2026 Advisory vote to approve executive compensation
Say-on-Pay
Board For FOR
18 funds
Split
28 FOR, 1 AGAINST
APPLIED DIGITAL CORPORATION November 5, 2025 Approve the Company's 2024 Equity Compensation Plan amendment to increase the number of shares of common stock authorized for issuance by 15,000,000 shares.
Compensation
Board For FOR
5 funds
Split
5 FOR, 2 AGAINST
APPLIED INDUSTRIAL TECHNOLOGIES, INC. October 21, 2025 Election of Directors: Joe A. Raver
Director Elections
Board For FOR
12 funds
Split
3 FOR, 5 WITHHOLD
APPLIED OPTOELECTRONICS, INC. June 4, 2026 To approve the 2026 equity incentive plan.
Compensation
Board For AGAINST
4 funds
Split
5 FOR, 4 AGAINST
APPLOVIN CORPORATION June 3, 2026 Approval, on an advisory basis, of the compensation of our named executive officers.
Say-on-Pay
Board For FOR
14 funds
Split
19 FOR, 2 AGAINST
ARBOR REALTY TRUST, INC. May 20, 2026 Approval of an amendment and restatement to the Arbor Realty Trust, Inc. 2024 Amended Omnibus Stock Incentive Plan (the "Plan") to authorize an additional 8,000,000 shares of common stock of Arbor Realty Trust, Inc. for issuance under the Plan.
Compensation
Board For FOR
7 funds
Split
3 FOR, 2 AGAINST
ARCH CAPITAL GROUP LTD May 5, 2026 Advisory vote to approve named executive officer compensation.
Say-on-Pay
Board For FOR
11 funds
Split
15 FOR, 2 AGAINST
ARCH CAPITAL GROUP LTD. May 5, 2026 To elect the nominees listed as Class I Directors of the Company for a term of three years and until their respective successors are duly elected and qualified or their earlier resignation or removal. Francis Ebong
Director Elections
Board For FOR
10 funds
Split
9 FOR, 7 AGAINST
ARCHER AVIATION INC. June 26, 2026 Approval of the redomestication of the Company from Delaware to Texas by conversion.
Extraordinary Transactions
Board For FOR
6 funds
Split
3 FOR, 2 AGAINST
ARCHER AVIATION INC. June 26, 2026 Approval, on a non-binding advisory basis, of the compensation of our named executive officers.
Say-on-Pay
Board For AGAINST
7 funds
Split
3 FOR, 2 AGAINST
ARCHER-DANIELS-MIDLAND COMPANY May 7, 2026 Election of Directors: D.A. Sandler
Director Elections
Board For FOR
14 funds
Split
10 FOR, 8 AGAINST
ARCHER-DANIELS-MIDLAND COMPANY May 7, 2026 Election of Directors: D.R. McAtee II
Director Elections
Board For FOR
14 funds
Split
10 FOR, 8 AGAINST
ARCHER-DANIELS-MIDLAND COMPANY May 7, 2026 Election of Directors: E. de Brabander
Director Elections
Board For FOR
14 funds
Split
10 FOR, 8 AGAINST
ARCHER-DANIELS-MIDLAND COMPANY May 7, 2026 Election of Directors: J.C. Collins, Jr.
Director Elections
Board For FOR
14 funds
Split
10 FOR, 8 AGAINST
ARCHER-DANIELS-MIDLAND COMPANY May 7, 2026 Election of Directors: K.R. Westbrook
Director Elections
Board For FOR
14 funds
Split
10 FOR, 8 AGAINST
ARCHER-DANIELS-MIDLAND COMPANY May 7, 2026 Election of Directors: M.S. Burke
Director Elections
Board For FOR
14 funds
Split
10 FOR, 8 AGAINST
ARCHER-DANIELS-MIDLAND COMPANY May 7, 2026 Election of Directors: P.J. Moore
Director Elections
Board For FOR
14 funds
Split
10 FOR, 8 AGAINST
ARCHER-DANIELS-MIDLAND COMPANY May 7, 2026 Election of Directors: S.F. Harrison
Director Elections
Board For FOR
14 funds
Split
10 FOR, 8 AGAINST
ARCHER-DANIELS-MIDLAND COMPANY May 7, 2026 Election of Directors: T. Colbert
Director Elections
Board For FOR
14 funds
Split
10 FOR, 8 AGAINST
ARCHER-DANIELS-MIDLAND COMPANY May 7, 2026 Election of Directors: T.K. Crews
Director Elections
Board For FOR
14 funds
Split
10 FOR, 8 AGAINST
ARDELYX, INC June 16, 2026 To approve the amendment to the Amended and Restated 2014 Equity Incentive Award Plan, or the Restated Plan, to increase the maximum number of shares of common stock that may be delivered pursuant to awards granted under the Restated Plan by 9,000,000 shares.
Compensation
Board For FOR
5 funds
Split
3 FOR, 2 AGAINST
ARISTA NETWORKS, INC. May 29, 2026 Approval, on an advisory basis, of the compensation of our named executive officers.
Say-on-Pay
Board For AGAINST
15 funds
Split
4 FOR, 16 AGAINST
ARS PHARMACEUTICALS, INC. June 24, 2026 To approve, on an advisory basis, the compensation of the Company's named executive officers, as disclosed in the accompanying proxy statement.
Say-on-Pay
Board For FOR
5 funds
Split
3 FOR, 2 AGAINST
ASPEN AEROGELS, INC. May 13, 2026 Approval, on a non-binding, advisory basis, of the compensation of Aspen Aerogels, Inc.'s named executive officers, as disclosed in its Proxy Statement for the 2026 Annual Meeting.
Say-on-Pay
Board For FOR
5 funds
Split
5 FOR, 1 AGAINST
AST SPACEMOBILE, INC. November 21, 2025 To approve the Amended and Restated AST SpaceMobile, Inc. 2024 Incentive Award Plan to increase the number of shares of the Company's Class A Common Stock available for issuance thereunder and to extend the term of the plan.
Compensation
Board For AGAINST
10 funds
Split
5 FOR, 2 AGAINST
AST SPACEMOBILE, INC. June 12, 2026 To approve the non-binding advisory resolution on the compensation paid to the Company's named executive officers.
Say-on-Pay
Board For FOR
11 funds
Split
3 FOR, 5 AGAINST
ASTRIA THERAPEUTICS, INC. January 21, 2026 To cast a vote, on a non-binding, advisory basis, to approve the Merger-related named executive officer compensation as disclosed in the table entitled ''Golden Parachute Compensation'' and its accompanying footnotes which is included in the section of the proxy statement entitled ''The Merger-Interests of Astia's Directors and Executive Officers in the Merger,'' as required by Section 14A of the Securities Exchange Act of 1934, as amended, which was enacted as part of the Dodd-Frank Wall Street Reform and Consumer Protection Act of 2010.
Say-on-Pay
Board For FOR
5 funds
Split
5 FOR, 1 AGAINST
ASTRONICS CORPORATION May 28, 2026 To approve the adoption of the Astronics Corporation 2026 Long Term Incentive Plan.
Compensation
Board For FOR
5 funds
Split
8 FOR, 1 AGAINST
AT&T INC May 14, 2026 Advisory approval of executive compensation
Say-on-Pay
Board For FOR
14 funds
Split
17 FOR, 1 AGAINST
AT&T INC. May 14, 2026 Election of Directors: Beth E. Mooney
Director Elections
Board For FOR
12 funds
Split
16 FOR, 1 AGAINST
AT&T INC. May 14, 2026 Election of Directors: Cynthia B. Taylor
Director Elections
Board For FOR
12 funds
Split
16 FOR, 1 AGAINST
AT&T INC. May 14, 2026 Election of Directors: John T. Stankey
Director Elections
Board For FOR
12 funds
Split
16 FOR, 1 AGAINST
AT&T INC. May 14, 2026 Election of Directors: Matthew K. Rose
Director Elections
Board For FOR
12 funds
Split
16 FOR, 1 AGAINST
AT&T INC. May 14, 2026 Election of Directors: William E. Kennard
Director Elections
Board For FOR
12 funds
Split
16 FOR, 1 AGAINST
AT&T INC. May 14, 2026 Ratification of the Appointment of Ernst & Young LLP as Independent Auditors
Audit-related
Board For FOR
12 funds
Split
17 FOR, 1 AGAINST
AT&T Inc. May 14, 2026 Election of Directors: Luis A. Ubinas
Director Elections
Board For FOR
12 funds
Split
16 FOR, 1 AGAINST
ATI INC. May 14, 2026 Election of Directors: David J. Morehouse
Director Elections
Board For FOR
11 funds
Split
4 FOR, 4 WITHHOLD
ATLANTIC UNION BANKSHARES CORPORATION May 5, 2026 To approve the compensation of our named executive officers (an advisory, non-binding "Say on Pay" resolution)
Say-on-Pay
Board For FOR
8 funds
Split
6 FOR, 1 AGAINST
ATLASSIAN CORPORATION December 2, 2025 An advisory vote to approve the compensation of our named executive officers for the fiscal year ended June 30, 2025.
Say-on-Pay
Board For FOR
8 funds
Split
7 FOR, 2 AGAINST
ATLASSIAN CORPORATION December 2, 2025 Approval of an amendment and restatement to our 2015 Employee Share Purchase Plan.
Compensation
Board For AGAINST
7 funds
Split
2 FOR, 7 AGAINST
ATMOS ENERGY CORPORATION February 4, 2026 Proposal for an advisory vote by shareholders to approve the compensation of the Company's named executive officers for fiscal 2025 ("Say-on-Pay").
Say-on-Pay
Board For FOR
14 funds
Split
20 FOR, 1 AGAINST
ATMOS ENERGY CORPORATION February 4, 2026 Proposal to ratify the appointment of Ernst & Young LLP as the Company's independent registered public accounting firm for fiscal 2026.
Audit-related
Board For FOR
13 funds
Split
20 FOR, 1 AGAINST
ATOMERA INCORPORATED May 12, 2026 To approve, on an advisory basis, the compensation of the Company's named executive officers, as disclosed in the Proxy Statement to be filed for the Annual Meeting.
Say-on-Pay
Board For FOR
3 funds
Split
5 FOR, 1 AGAINST
AUTODESK, INC. June 17, 2026 Approve, on an advisory (non-binding) basis, the compensation of Autodesk, Inc.'s named executive officers.
Say-on-Pay
Board For FOR
13 funds
Split
21 FOR, 1 AGAINST
AUTODESK, INC. June 17, 2026 Ratify the appointment of Ernst & Young LLP as Autodesk, Inc.'s independent registered public accounting firm for the fiscal year ending January 31, 2027.
Audit-related
Board For FOR
12 funds
Split
20 FOR, 1 AGAINST
AUTOMATIC DATA PROCESSING, INC. November 12, 2025 Advisory Vote on Executive Compensation.
Say-on-Pay
Board For FOR
15 funds
Split
20 FOR, 1 AGAINST
AUTOMATIC DATA PROCESSING, INC. November 12, 2025 Ratification of the Appointment of Auditors.
Audit-related
Board For FOR
13 funds
Split
20 FOR, 1 AGAINST
AVADEL PHARMACEUTICALS PLC January 12, 2026 Ordinary resolution to approve the Scheme and authorize the directors of Avadel Pharmaceuticals plc (''Avadel'') to take all such actions as they consider necessary or appropriate for carrying the Scheme into effect.
Capital Structure
Board For FOR
4 funds
Split
4 FOR, 2 ABSTAIN
AVADEL PHARMACEUTICALS PLC January 12, 2026 Ordinary resolution to approve, on a non-binding, advisory basis, specified compensatory arrangements between Avadel and its named executive officers relating to the Transaction.
Say-on-Pay
Board For FOR
5 funds
Split
4 FOR, 2 AGAINST
AVALONBAY COMMUNITIES, INC. May 20, 2026 To adopt a resolution approving, on a non-binding advisory basis, the compensation paid to the Company's Named Executive Officers, as disclosed pursuant to Item 402 of Regulation S-K, including the Compensation Discussion and Analysis, compensation tables and any related material disclosed in the proxy statement.
Say-on-Pay
Board For FOR
18 funds
Split
20 FOR, 1 AGAINST
AVALONBAY COMMUNITIES, INC. May 20, 2026 To ratify the selection of Ernst & Young LLP as the Company's independent auditors for the year ending December 31, 2026.
Audit-related
Board For FOR
16 funds
Split
20 FOR, 1 AGAINST
AVANOS MEDICAL,INC. April 21, 2026 Advisory vote to approve named executive officer compensation.
Say-on-Pay
Board For AGAINST
10 funds
Split
4 FOR, 2 AGAINST
AVIDITY BIOSCIENCES, INC. February 26, 2026 To approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to our named executive officers in connection with the transactions contemplated by the Merger Agreement and the Separation Agreement.
Say-on-Pay
Board For FOR
7 funds
Split
1 FOR, 8 AGAINST
AXIS CAPITAL HOLDINGS LIMITED May 14, 2026 Election of Directors: Michael Millegan
Director Elections
Board For FOR
8 funds
Split
1 FOR, 3 AGAINST
AXIS CAPITAL HOLDINGS LIMITED May 14, 2026 Election of Directors: W. Marston Becker
Director Elections
Board For FOR
8 funds
Split
1 FOR, 3 AGAINST
AXOS FINANCIAL, INC. November 13, 2025 To approve an amendment to the Amended and Restated 2014 Stock Incentive Plan.
Compensation
Board For AGAINST
8 funds
Split
4 FOR, 3 AGAINST
AXOS FINANCIAL, INC. November 13, 2025 To approve in a non-binding and advisory vote, the compensation of the Company's Named Executive Officers as disclosed in the proxy statement.
Say-on-Pay
Board For AGAINST
9 funds
Split
4 FOR, 3 AGAINST
AbbVie Inc. May 8, 2026 Election of Class II Directors: Frederick H. Waddell
Director Elections
Board For FOR
16 funds
Split
21 FOR, 1 AGAINST
AbbVie Inc. May 8, 2026 Election of Class II Directors: Jennifer L. Davis
Director Elections
Board For FOR
16 funds
Split
21 FOR, 1 AGAINST
AbbVie Inc. May 8, 2026 Election of Class II Directors: Melody B. Meyer
Director Elections
Board For FOR
16 funds
Split
21 FOR, 1 AGAINST
Acuren Corporation July 31, 2025 Approve the issuance of shares of common stock, par value $0.0001 per share, of Acuren Corporation ("Acuren"), to stockholders of NV5 Global, Inc. ("NV5"), in connection with the Agreement and Plan of Merger, dated May 14, 2025, by and among Acuren, NV5, Ryder Merger Sub I, Inc., a Delaware corporation and a direct, wholly owned subsidiary of Acuren and Ryder Merger Sub II, Inc., a Delaware corporation and a direct, wholly owned subsidiary of Acuren in accordance with the applicable requirements of the New York Stock Exchange (the "Acuren Stock Issuance Proposal").
Extraordinary Transactions
Board For FOR
3 funds
Split
4 FOR, 1 ABSTAIN
Acuren Corporation July 31, 2025 Election of Directors: Rory Cullinan
Director Elections
Board For FOR
3 funds
Split
4 FOR, 1 AGAINST
Advanced Micro Devices, Inc. May 13, 2026 Election of Directors: Abhi Y. Talwalkar
Director Elections
Board For FOR
14 funds
Split
22 FOR, 1 AGAINST
Aeva Technologies, Inc. June 18, 2026 Election of Class II Directors: Stephen Zadesky
Director Elections
Board For FOR
4 funds
Split
5 FOR, 3 WITHHOLD
Air Products and Chemicals, Inc. January 28, 2026 Election of Directors: Tonit M. Calaway
Director Elections
Board For AGAINST
12 funds
Split
20 FOR, 1 AGAINST
Alexandria Real Estate Equities, Inc. May 13, 2026 Election of Directors: James P. Cain
Director Elections
Board For FOR
16 funds
Split
8 FOR, 8 AGAINST
Alignment Healthcare, Inc. June 4, 2026 Election of Directors: David Hodgson
Director Elections
Board For FOR
4 funds
Split
3 FOR, 3 WITHHOLD
Alignment Healthcare, Inc. June 4, 2026 Election of Directors: Jacqueline Kosecoff
Director Elections
Board For FOR
4 funds
Split
3 FOR, 3 WITHHOLD
Alignment Healthcare, Inc. June 4, 2026 Election of Directors: Jody Bilney
Director Elections
Board For FOR
4 funds
Split
3 FOR, 3 WITHHOLD
Allegion Plc June 4, 2026 Election of Directors: Lauren B. Peters
Director Elections
Board For FOR
16 funds
Split
17 FOR, 1 AGAINST
Allogene Therapeutics, Inc. June 18, 2026 Election of Directors: Deborah Messemer
Director Elections
Board For FOR
4 funds
Split
5 FOR, 2 WITHHOLD
Allogene Therapeutics, Inc. June 18, 2026 Election of Directors: Owen Witte, M.D.
Director Elections
Board For FOR
4 funds
Split
5 FOR, 2 WITHHOLD
Allogene Therapeutics, Inc. June 18, 2026 Election of Directors: Vicki Sato, Ph.D.
Director Elections
Board For FOR
4 funds
Split
5 FOR, 2 WITHHOLD
Alta Equipment Group Inc. May 29, 2026 Election of Directors: Colin Wilson
Director Elections
Board For FOR
2 funds
Split
5 FOR, 1 WITHHOLD
Alta Equipment Group Inc. May 29, 2026 Election of Directors: Ryan Greenawalt
Director Elections
Board For FOR
2 funds
Split
5 FOR, 1 WITHHOLD
Amazon.com, Inc. May 20, 2026 ELECTION OF DIRECTORS: Andrew Y. Ng
Director Elections
Board For FOR
15 funds
Split
25 FOR, 1 AGAINST
Amazon.com, Inc. May 20, 2026 ELECTION OF DIRECTORS: Edith W. Cooper
Director Elections
Board For FOR
15 funds
Split
25 FOR, 1 AGAINST
Amazon.com, Inc. May 20, 2026 ELECTION OF DIRECTORS: Jamie S. Gorelick
Director Elections
Board For FOR
15 funds
Split
25 FOR, 1 AGAINST
Amazon.com, Inc. May 20, 2026 ELECTION OF DIRECTORS: Jonathan J. Rubinstein
Director Elections
Board For FOR
15 funds
Split
25 FOR, 1 AGAINST
Amazon.com, Inc. May 20, 2026 ELECTION OF DIRECTORS: Patricia Q. Stonesifer
Director Elections
Board For FOR
15 funds
Split
25 FOR, 1 AGAINST
American International Group, Inc. May 13, 2026 Election of Directors: Diana M. Murphy
Director Elections
Board For FOR
12 funds
Split
17 FOR, 1 AGAINST
American International Group, Inc. May 13, 2026 Election of Directors: JAMES COLE, JR.
Director Elections
Board For FOR
12 funds
Split
17 FOR, 1 AGAINST
American International Group, Inc. May 13, 2026 Election of Directors: JOHN G. RICE
Director Elections
Board For FOR
12 funds
Split
17 FOR, 1 AGAINST
American Vanguard Corporation July 2, 2025 Election of Directors: Steven D. Macicek
Director Elections
Board For FOR
1 fund
Split
4 FOR, 1 AGAINST
Ameriprise Financial, Inc. April 29, 2026 Election of Directors: Amy DiGeso
Director Elections
Board For FOR
14 funds
Split
22 FOR, 1 AGAINST
Ameriprise Financial, Inc. April 29, 2026 Election of Directors: Dianne Neal Blixt
Director Elections
Board For FOR
14 funds
Split
22 FOR, 1 AGAINST
Ameriprise Financial, Inc. April 29, 2026 Election of Directors: James M. Cracchiolo
Director Elections
Board For FOR
14 funds
Split
22 FOR, 1 AGAINST
Ameriprise Financial, Inc. April 29, 2026 Election of Directors: Robert F. Sharpe, Jr.
Director Elections
Board For FOR
14 funds
Split
22 FOR, 1 AGAINST

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← 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.