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 |
|---|---|---|---|---|---|---|
| Amneal Pharmaceuticals, Inc. | May 6, 2026 | Election of Directors: Paul Meister Director Elections |
Board | For | FOR 8 funds |
Split 4 FOR, 3 AGAINST |
| Apartment Investment and Management Company | February 6, 2026 | Compensation Proposal. To approve, on a non-binding, advisory basis, the specified compensation that may be paid or become payable to Aimco's named executive officers in connection with the Plan of Sale and Liquidation. Say-on-Pay |
Board | For | FOR 6 funds |
Split 4 FOR, 2 AGAINST |
| AppLovin Corporation | June 3, 2026 | Election of Directors: Eduardo Vivas Director Elections |
Board | For | FOR 12 funds |
Split 10 FOR, 7 WITHHOLD |
| Applied Digital Corporation | November 5, 2025 | Election of Directors: Chuck Hastings Director Elections |
Board | For | FOR 5 funds |
Split 5 FOR, 2 WITHHOLD |
| Applied Digital Corporation | November 5, 2025 | Election of Directors: Douglas Miller Director Elections |
Board | For | FOR 5 funds |
Split 5 FOR, 2 WITHHOLD |
| Applied Materials, Inc. | March 12, 2026 | Election of Directors: Kevin P. March Director Elections |
Board | For | FOR 13 funds |
Split 21 FOR, 1 AGAINST |
| AptarGroup, Inc. | May 6, 2026 | Election of Directors: B. Craig Owens Director Elections |
Board | For | FOR 12 funds |
Split 2 FOR, 4 AGAINST |
| AptarGroup, Inc. | May 6, 2026 | Election of Directors: Candace Matthews Director Elections |
Board | For | FOR 12 funds |
Split 2 FOR, 4 AGAINST |
| AptarGroup, Inc. | May 6, 2026 | Election of Directors: George L. Fotiades Director Elections |
Board | For | FOR 12 funds |
Split 2 FOR, 4 AGAINST |
| AptarGroup, Inc. | May 6, 2026 | Election of Directors: Julie Xing Director Elections |
Board | For | FOR 12 funds |
Split 2 FOR, 4 AGAINST |
| Arcus Biosciences, Inc. | June 11, 2026 | Election of Directors: David Lacey, M.D. Director Elections |
Board | For | FOR 5 funds |
Split 4 FOR, 3 WITHHOLD |
| Arcus Biosciences, Inc. | June 11, 2026 | Election of Directors: Dietmar Berger, M.D., Ph.D. Director Elections |
Board | For | WITHHOLD 5 funds |
Split 4 FOR, 3 WITHHOLD |
| Arcus Biosciences, Inc. | June 11, 2026 | Election of Directors: Johanna Mercier Director Elections |
Board | For | WITHHOLD 5 funds |
Split 4 FOR, 3 WITHHOLD |
| Arcus Biosciences, Inc. | June 11, 2026 | Election of Directors: Nicole Lambert Director Elections |
Board | For | FOR 5 funds |
Split 4 FOR, 3 WITHHOLD |
| Ares Management Corporation | June 8, 2026 | Election of Directors: Antoinette Bush Director Elections |
Board | For | FOR 16 funds |
Split 10 FOR, 8 AGAINST |
| Ares Management Corporation | June 8, 2026 | Election of Directors: Antony P. Ressler Director Elections |
Board | For | FOR 16 funds |
Split 16 FOR, 3 AGAINST |
| Ares Management Corporation | June 8, 2026 | Election of Directors: Ashish Bhutani Director Elections |
Board | For | FOR 16 funds |
Split 18 FOR, 1 AGAINST |
| Ares Management Corporation | June 8, 2026 | Election of Directors: Bennett Rosenthal Director Elections |
Board | For | FOR 16 funds |
Split 18 FOR, 1 AGAINST |
| Ares Management Corporation | June 8, 2026 | Election of Directors: David B. Kaplan Director Elections |
Board | For | FOR 16 funds |
Split 18 FOR, 1 AGAINST |
| Ares Management Corporation | June 8, 2026 | Election of Directors: Dr. Judy D. Olian Director Elections |
Board | For | FOR 16 funds |
Split 5 FOR, 13 AGAINST |
| Ares Management Corporation | June 8, 2026 | Election of Directors: Eileen Naughton Director Elections |
Board | For | FOR 16 funds |
Split 18 FOR, 1 AGAINST |
| Ares Management Corporation | June 8, 2026 | Election of Directors: Michael J Arougheti Director Elections |
Board | For | FOR 16 funds |
Split 16 FOR, 3 AGAINST |
| Ares Management Corporation | June 8, 2026 | Election of Directors: Michael Lynton Director Elections |
Board | For | FOR 16 funds |
Split 16 FOR, 3 AGAINST |
| Ares Management Corporation | June 8, 2026 | Election of Directors: Paul G. Joubert Director Elections |
Board | For | FOR 16 funds |
Split 18 FOR, 1 AGAINST |
| Ares Management Corporation | June 8, 2026 | Election of Directors: R. Kipp deVeer Director Elections |
Board | For | FOR 16 funds |
Split 18 FOR, 1 AGAINST |
| Arrowhead Pharmaceuticals, Inc. | March 19, 2026 | Election of Directors: Michael S. Perry Director Elections |
Board | For | AGAINST 5 funds |
Split 4 FOR, 3 AGAINST |
| Ascent Industries Co. | June 10, 2026 | Election of Directors: Aldo J. Mazzaferro Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 5 AGAINST |
| Atlassian Corporation | December 2, 2025 | Election of Directors: Michelle Zatlyn Director Elections |
Board | For | FOR 7 funds |
Split 5 FOR, 4 AGAINST |
| Atlassian Corporation | December 2, 2025 | Election of Directors: Richard P. Wong Director Elections |
Board | For | AGAINST 7 funds |
Split 4 FOR, 5 AGAINST |
| Atlassian Corporation | December 2, 2025 | Election of Directors: Sasan Goodarzi Director Elections |
Board | For | FOR 7 funds |
Split 5 FOR, 4 AGAINST |
| Atlassian Corporation | December 2, 2025 | Election of Directors: Scott Belsky Director Elections |
Board | For | FOR 7 funds |
Split 5 FOR, 4 AGAINST |
| Atlassian Corporation | December 2, 2025 | Election of Directors: Scott Farquhar Director Elections |
Board | For | FOR 7 funds |
Split 5 FOR, 4 AGAINST |
| Atlassian Corporation | December 2, 2025 | Election of Directors: Shona L. Brown Director Elections |
Board | For | FOR 7 funds |
Split 4 FOR, 5 AGAINST |
| Atlassian Corporation | December 2, 2025 | Election of Directors: Steven Sordello Director Elections |
Board | For | FOR 7 funds |
Split 5 FOR, 4 AGAINST |
| Atmos Energy Corporation | February 4, 2026 | Election of Directors: Kim R. Cocklin Director Elections |
Board | For | FOR 13 funds |
Split 20 FOR, 1 AGAINST |
| Atmos Energy Corporation | February 4, 2026 | Election of Directors: Nancy K. Quinn Director Elections |
Board | For | FOR 13 funds |
Split 20 FOR, 1 AGAINST |
| Atmos Energy Corporation | February 4, 2026 | Election of Directors: Rafael G. Garza Director Elections |
Board | For | FOR 13 funds |
Split 17 FOR, 3 AGAINST |
| Aurora Innovation, Inc. | May 21, 2026 | Election of Directors: Gloria Boyland Director Elections |
Board | For | WITHHOLD 8 funds |
Split 2 FOR, 4 WITHHOLD |
| Aurora Innovation, Inc. | May 21, 2026 | Election of Directors: Michelangelo Volpi Director Elections |
Board | For | FOR 8 funds |
Split 1 FOR, 5 WITHHOLD |
| Autodesk, Inc. | June 17, 2026 | Election of Directors: Blake Irving Director Elections |
Board | For | FOR 12 funds |
Split 21 FOR, 1 AGAINST |
| Autodesk, Inc. | June 17, 2026 | Election of Directors: John T. Cahill Director Elections |
Board | For | FOR 12 funds |
Split 20 FOR, 2 AGAINST |
| Autodesk, Inc. | June 17, 2026 | Election of Directors: Rami Rahim Director Elections |
Board | For | FOR 12 funds |
Split 21 FOR, 1 AGAINST |
| Autodesk, Inc. | June 17, 2026 | Election of Directors: Stacy J. Smith Director Elections |
Board | For | FOR 12 funds |
Split 20 FOR, 2 AGAINST |
| Automatic Data Processing, Inc. | November 12, 2025 | Election of Directors: Sandra S. Wijnberg Director Elections |
Board | For | FOR 13 funds |
Split 20 FOR, 1 AGAINST |
| Avadel Pharmaceuticals plc | July 29, 2025 | Election of Directors: Dr. Eric J. Ende Director Elections |
Board | For | FOR 1 fund |
Split 3 FOR, 1 ABSTAIN |
| Avadel Pharmaceuticals plc | July 29, 2025 | Election of Directors: Dr. Naseem S. Amin Director Elections |
Board | For | FOR 1 fund |
Split 3 FOR, 1 ABSTAIN |
| Avadel Pharmaceuticals plc | July 29, 2025 | Election of Directors: Geoffrey M. Glass Director Elections |
Board | For | FOR 1 fund |
Split 3 FOR, 1 ABSTAIN |
| Avadel Pharmaceuticals plc | July 29, 2025 | Election of Directors: Linda S. Palczuk Director Elections |
Board | For | FOR 1 fund |
Split 3 FOR, 1 ABSTAIN |
| Aviat Networks, Inc. | November 5, 2025 | Election of Directors: John Mutch Director Elections |
Board | For | FOR 2 funds |
Split 4 FOR, 2 AGAINST |
| Aviat Networks, Inc. | November 5, 2025 | Election of Directors: Laxmi Akkaraju Director Elections |
Board | For | FOR 2 funds |
Split 4 FOR, 2 AGAINST |
| Axos Financial, Inc. | November 13, 2025 | Election of Directors: James J. Court Director Elections |
Board | For | WITHHOLD 8 funds |
Split 4 FOR, 3 WITHHOLD |
| Axos Financial, Inc. | November 13, 2025 | Election of Directors: James S. Argalas Director Elections |
Board | For | FOR 8 funds |
Split 4 FOR, 3 WITHHOLD |
| Axos Financial, Inc. | November 13, 2025 | Election of Directors: Roque A. Santi Director Elections |
Board | For | FOR 8 funds |
Split 4 FOR, 3 WITHHOLD |
| Axos Financial, Inc. | November 13, 2025 | Election of Directors: Stefani D. Carter Director Elections |
Board | For | WITHHOLD 8 funds |
Split 4 FOR, 3 WITHHOLD |
| BAKER HUGHES COMPANY | May 19, 2026 | An advisory vote related to the Company's executive compensation program Say-on-Pay |
Board | For | FOR 15 funds |
Split 19 FOR, 1 AGAINST |
| BAKER HUGHES COMPANY | May 19, 2026 | The approval of the Baker Hughes Company 2026 Long-Term Incentive Plan Compensation |
Board | For | FOR 13 funds |
Split 19 FOR, 1 AGAINST |
| BAKKT HOLDINGS, INC. | October 31, 2025 | To approve the Options Proposal. Compensation |
Board | For | AGAINST 2 funds |
Split 2 FOR, 5 AGAINST |
| BAKKT, INC. | April 17, 2026 | To approve the issuance of shares in accordance with Sections 312.03(b), 312.03(c), and 312.03(d) of the New York Stock Exchange Listed Company Manual. Extraordinary Transactions |
Board | For | FOR 2 funds |
Split 6 FOR, 1 ABSTAIN |
| BANDWIDTH INC. | May 28, 2026 | To approve, on an advisory basis, the compensation of the Company's named executive officers as disclosed in the proxy statement; Say-on-Pay |
Board | For | AGAINST 5 funds |
Split 5 FOR, 1 AGAINST |
| BANK OF HAWAII CORPORATION | April 24, 2026 | Say on Pay - An advisory vote on executive compensation. Say-on-Pay |
Board | For | AGAINST 9 funds |
Split 5 FOR, 3 AGAINST |
| BANK OF MARIN BANCORP | May 27, 2026 | Election of Directors: Nicolas C. Anderson Director Elections |
Board | For | FOR 4 funds |
Split 4 FOR, 1 WITHHOLD |
| BANK7 CORP. | May 20, 2026 | Advisory vote on named executive officer compensation. Say-on-Pay |
Board | For | FOR 3 funds |
Split 5 FOR, 1 AGAINST |
| BANKWELL FINANCIAL GROUP, INC. | May 20, 2026 | Election of Directors: Carl M. Porto Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 5 WITHHOLD |
| BANKWELL FINANCIAL GROUP, INC. | May 20, 2026 | Election of Directors: Eric J. Dale Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 5 WITHHOLD |
| BANKWELL FINANCIAL GROUP, INC. | May 20, 2026 | Election of Directors: Todd H. Lampert Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 5 WITHHOLD |
| BARK, INC. | March 25, 2026 | Approve, on an advisory basis, the compensation of the company's named executive officers. Say-on-Pay |
Board | For | FOR 3 funds |
Split 5 FOR, 1 AGAINST |
| BARK, Inc. | March 25, 2026 | Elect the two Class A director nominees named in the proxy statement: Betsy McLaughlin Director Elections |
Board | For | FOR 2 funds |
Split 5 FOR, 1 WITHHOLD |
| BARK, Inc. | March 25, 2026 | Elect the two Class A director nominees named in the proxy statement: Henrik Werdelin Director Elections |
Board | For | FOR 2 funds |
Split 5 FOR, 1 WITHHOLD |
| BEAM THERAPEUTICS INC. | June 3, 2026 | Election of the following nominees as Class III directors for three-year terms ending at our Annual Meeting of Stockholders to be held in 2029. John Evans Director Elections |
Board | For | FOR 4 funds |
Split 4 FOR, 3 AGAINST |
| BECTON, DICKINSON AND COMPANY | January 27, 2026 | Approval of an amendment to the 2004 Employee and Director Equity-Based Compensation Plan Compensation |
Board | For | FOR 15 funds |
Split 18 FOR, 1 AGAINST |
| BECTON, DICKINSON AND COMPANY | January 27, 2026 | Election of Directors: Christopher Jones Director Elections |
Board | For | FOR 15 funds |
Split 18 FOR, 1 AGAINST |
| BECTON, DICKINSON AND COMPANY | January 27, 2026 | Election of Directors: Claire M. Fraser Director Elections |
Board | For | FOR 15 funds |
Split 18 FOR, 1 AGAINST |
| BECTON, DICKINSON AND COMPANY | January 27, 2026 | Election of Directors: Joanne Waldstreicher Director Elections |
Board | For | FOR 15 funds |
Split 18 FOR, 1 AGAINST |
| BECTON, DICKINSON AND COMPANY | January 27, 2026 | Election of Directors: R. Andrew Eckert Director Elections |
Board | For | FOR 15 funds |
Split 18 FOR, 1 AGAINST |
| BECTON, DICKINSON AND COMPANY | January 27, 2026 | Election of Directors: Thomas E. Polen Director Elections |
Board | For | FOR 15 funds |
Split 18 FOR, 1 AGAINST |
| BECTON, DICKINSON AND COMPANY | January 27, 2026 | Election of Directors: William M. Brown Director Elections |
Board | For | FOR 15 funds |
Split 18 FOR, 1 AGAINST |
| BECTON, DICKINSON AND COMPANY | January 27, 2026 | Ratification of the selection of the independent registered public accounting firm Audit-related |
Board | For | FOR 15 funds |
Split 18 FOR, 1 AGAINST |
| BELLRING BRANDS, INC. | January 28, 2026 | Election of Directors: Robert V. Vitale Director Elections |
Board | For | FOR 9 funds |
Split 3 FOR, 2 WITHHOLD |
| BENTLEY SYSTEMS, INCORPORATED | May 21, 2026 | Election of Directors: Barry J. Bentley Director Elections |
Board | For | FOR 9 funds |
Split 2 FOR, 4 WITHHOLD |
| BENTLEY SYSTEMS, INCORPORATED | May 21, 2026 | Election of Directors: Brian F. Hughes Director Elections |
Board | For | FOR 9 funds |
Split 2 FOR, 4 WITHHOLD |
| BENTLEY SYSTEMS, INCORPORATED | May 21, 2026 | Election of Directors: Gregory S. Bentley Director Elections |
Board | For | FOR 9 funds |
Split 2 FOR, 4 WITHHOLD |
| BENTLEY SYSTEMS, INCORPORATED | May 21, 2026 | Election of Directors: Janet B. Haugen Director Elections |
Board | For | FOR 9 funds |
Split 2 FOR, 4 WITHHOLD |
| BENTLEY SYSTEMS, INCORPORATED | May 21, 2026 | Election of Directors: Keith A. Bentley Director Elections |
Board | For | FOR 9 funds |
Split 2 FOR, 4 WITHHOLD |
| BENTLEY SYSTEMS, INCORPORATED | May 21, 2026 | Election of Directors: Raymond B. Bentley Director Elections |
Board | For | FOR 9 funds |
Split 2 FOR, 4 WITHHOLD |
| BERKSHIRE HATHAWAY INC. | May 2, 2026 | Non-binding resolution to approve the compensation of the Company's Named Executive Officers, as described in the 2026 Proxy Statement. Say-on-Pay |
Board | For | FOR 15 funds |
Split 9 FOR, 10 AGAINST |
| BEYOND MEAT, INC. | November 19, 2025 | To approve an amendment to the Company's Restated Certificate of Incorporation to increase the number of authorized shares of Common Stock from 500,000,000 to 3,000,000,000 in order to support, among other things, the additional share issuances of Common Stock issuable upon conversion of the New Notes and under the Restated Plan. Capital Structure |
Board | For | FOR 2 funds |
Split 4 FOR, 1 AGAINST |
| BGC GROUP INC. | November 12, 2025 | Approval, on an advisory basis, of executive compensation. Say-on-Pay |
Board | For | FOR 10 funds |
Split 3 FOR, 3 AGAINST |
| BICARA THERAPEUTICS INC. | June 9, 2026 | To elect two class II directors to our board of directors, to serve until the 2029 annual meeting of stockholders and until his or her successor has been duly elected and qualified, or until his or her earlier death, resignation or removal. Christopher Bowden, M.D. Director Elections |
Board | For | FOR 4 funds |
Split 5 FOR, 1 WITHHOLD |
| BIO-RAD LABORATORIES, INC. | April 21, 2026 | Nominees: Arnold A. Pinkston Director Elections |
Board | For | FOR 13 funds |
Split 2 FOR, 5 AGAINST |
| BIO-RAD LABORATORIES, INC. | April 21, 2026 | Nominees: Melinda Litherland Director Elections |
Board | For | FOR 13 funds |
Split 2 FOR, 5 AGAINST |
| BIO-TECHNE CORP | October 30, 2025 | Approve, on an advisory basis, the compensation of our executive officers. Say-on-Pay |
Board | For | FOR 18 funds |
Split 6 FOR, 11 AGAINST |
| BIOCRYST PHARMACEUTICALS, INC. | June 11, 2026 | To approve an amended and restated Stock Incentive Plan, increasing the number of shares available for issuance under the Stock Incentive Plan. Compensation |
Board | For | FOR 6 funds |
Split 4 FOR, 3 AGAINST, 1 ABSTAIN |
| BIOCRYST PHARMACEUTICALS, INC. | June 11, 2026 | To hold a non-binding, advisory vote regarding executive compensation. Say-on-Pay |
Board | For | FOR 7 funds |
Split 1 FOR, 8 AGAINST |
| BITMINE IMMERSION TECHNOLOGIES, INC. | January 15, 2026 | To approve the 2025 Omnibus Incentive Plan. Compensation |
Board | Not determined | FOR 5 funds |
Split 1 FOR, 1 AGAINST |
| BITMINE IMMERSION TECHNOLOGIES, INC. | January 15, 2026 | To approve the charter amendment to increase the number of authorized shares of Common Stock. Capital Structure |
Board | Not determined | AGAINST 5 funds |
Split 1 FOR, 1 AGAINST |
| BITMINE IMMERSION TECHNOLOGIES, INC. | January 15, 2026 | To approve, on a non-binding advisory basis, the special, performance-based compensation arrangement for the executive chairman. Compensation |
Board | Not determined | AGAINST 5 funds |
Split 1 FOR, 1 AGAINST |
| BK TECHNOLOGIES CORPORATION | June 18, 2026 | To approve, on an advisory, non-binding basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 3 funds |
Split 5 FOR, 2 AGAINST |
| BLACKROCK, INC. | May 20, 2026 | Approval, in a non-binding advisory vote, of the compensation for named executive officers. Say-on-Pay |
Board | For | AGAINST 17 funds |
Split 9 FOR, 6 AGAINST |
| BLUE FOUNDRY BANCORP | January 29, 2026 | A proposal to approve and adopt the Agreement and Plan of Merger, dated as of November 24, 2025, by and between Fulton Financial Corporation and Blue Foundry Bancorp (the "Blue Foundry merger proposal"); Extraordinary Transactions |
Board | For | FOR 2 funds |
Split 4 FOR, 1 ABSTAIN |
| BLUELINX HOLDINGS | May 14, 2026 | Proposal to approve an Amendment to the 2021 Long-Term Incentive Plan to increase the number of shares of common stock reserved for Issuance under the plan. Compensation |
Board | For | FOR 7 funds |
Split 5 FOR, 1 AGAINST |
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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.