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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 173864 8395.6%85.5%
Other items 1,30395057 29694.3%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
BOOKING HOLDINGS INC. June 2, 2026 Advisory vote to approve 2025 executive compensation.
Say-on-Pay
Board For FOR
19 funds
Split
23 FOR, 1 AGAINST
BOOKING HOLDINGS INC. June 2, 2026 Ratification of Deloitte & Touche LLP as our independent registered public accounting firm for the fiscal year ending December 31, 2026.
Audit-related
Board For FOR
16 funds
Split
23 FOR, 1 AGAINST
BOOT BARN HOLDINGS, INC. August 27, 2025 Election of Directors: Lisa G. Laube
Director Elections
Board For FOR
7 funds
Split
3 FOR, 3 WITHHOLD
BOOZ ALLEN HAMILTON HOLDING CORPORATION July 23, 2025 Advisory vote to approve the compensation of the Company's named executive officers.
Say-on-Pay
Board For FOR
14 funds
Split
8 FOR, 1 AGAINST
BOSTON SCIENTIFIC CORPORATION April 30, 2026 To approve, on a non-binding, advisory basis, the compensation of our named executive officers.
Say-on-Pay
Board For FOR
17 funds
Split
22 FOR, 1 AGAINST
BOSTON SCIENTIFIC CORPORATION April 30, 2026 To ratify the appointment of Ernst & Young LLP as our independent registered public accounting firm for the 2026 fiscal year.
Audit-related
Board For FOR
16 funds
Split
22 FOR, 1 AGAINST
BRAZE, INC. June 30, 2026 Election of Two Class II Directors, each to hold office until our 2029 Annual Meeting of Stockholders. Neeraj Agrawal
Director Elections
Board For FOR
4 funds
Split
3 FOR, 3 WITHHOLD
BRC Inc. May 28, 2026 Election of Class I Directors: Lawrence "Chip" Molloy
Director Elections
Board For AGAINST
3 funds
Split
3 FOR, 1 AGAINST
BROADCOM INC April 20, 2026 Advisory vote to approve the named executive officer compensation.
Say-on-Pay
Board For AGAINST
18 funds
Split
23 FOR, 5 AGAINST
BROADRIDGE FINANCIAL SOLUTIONS, INC. November 13, 2025 Advisory vote to approve the compensation of the Company's Named Executive Officers (the Say on Pay Vote);
Say-on-Pay
Board For FOR
16 funds
Split
22 FOR, 1 AGAINST
BROWN & BROWN, INC. May 6, 2026 To approve, on an advisory basis, the compensation of named executive officers.
Say-on-Pay
Board For FOR
15 funds
Split
20 FOR, 1 AGAINST
BUILD-A-BEAR WORKSHOP, INC. June 11, 2026 Election of Directors: Lesli Rotenberg
Director Elections
Board For FOR
4 funds
Split
4 FOR, 2 AGAINST
BUILD-A-BEAR WORKSHOP, INC. June 11, 2026 Election of Directors: Narayan Iyengar
Director Elections
Board For FOR
4 funds
Split
4 FOR, 2 AGAINST
BUMBLE INC. June 4, 2026 Approval, on a non-binding advisory basis, of the compensation of the named executive officers as disclosed in the Proxy Statement.
Say-on-Pay
Board For AGAINST
4 funds
Split
5 FOR, 1 AGAINST
BURFORD CAPITAL LIMITED May 13, 2026 To approve, on an advisory basis, the compensation of the Company's named executive officers as disclosed in the proxy statement for the 2026 annual general meeting of shareholders under "Executive compensation", including the compensation discussion and analysis, the compensation tables and the related narrative discussion included therein ("Say-on-Pay").
Say-on-Pay
Board For FOR
3 funds
Split
1 FOR, 7 AGAINST
BUTTERFLY NETWORK, INC. June 18, 2026 To approve by a non-binding advisory vote the compensation of the Company's named executive officers, as disclosed in the proxy statement.
Say-on-Pay
Board For FOR
5 funds
Split
4 FOR, 1 AGAINST
Ball Corporation April 29, 2026 Election of Directors: Todd A. Penegor
Director Elections
Board For AGAINST
14 funds
Split
3 FOR, 14 AGAINST
BancFirst Corporation May 28, 2026 Election of Directors: David R. Harlow
Director Elections
Board For FOR
7 funds
Split
4 FOR, 3 AGAINST
Bankwell Financial Group, Inc. May 20, 2026 Election of Directors: Kevin D. Leitao
Director Elections
Board For FOR
2 funds
Split
1 FOR, 5 WITHHOLD
Belden Inc. May 21, 2026 Election of Directors: David J. Aldrich
Director Elections
Board For FOR
10 funds
Split
11 FOR, 1 AGAINST
Berry Corporation (bry) December 15, 2025 The Merger Agreement Proposal: To adopt the Agreement and Plan of Merger, dated September 14, 2025, by and among California Resources Corporation ("CRC"), Dornoch Merger Sub, LLC ("Merger Sub"), and Berry Corporation (bry) ("Berry") (as it may be amended from time to time), providing for the merger of Merger Sub with and into Berry, with Berry surviving as a direct, wholly-owned subsidiary of CRC (the "Merger").
Extraordinary Transactions
Board For FOR
7 funds
Split
5 FOR, 1 ABSTAIN
BioMarin Pharmaceutical Inc. June 2, 2026 Election of Directors: Ian T. Clark
Director Elections
Board For FOR
13 funds
Split
4 FOR, 4 AGAINST
Blue Owl Capital Inc. June 4, 2026 Election of Directors: Marc S. Lipschultz
Director Elections
Board For FOR
12 funds
Split
4 FOR, 1 AGAINST
Blue Owl Capital Inc. June 4, 2026 Election of Directors: Michael D. Rees
Director Elections
Board For FOR
12 funds
Split
4 FOR, 1 AGAINST
BlueLinx Holdings Inc. May 14, 2026 Election of Directors: Mitchell B. Lewis
Director Elections
Board For AGAINST
7 funds
Split
1 FOR, 5 AGAINST
Booz Allen Hamilton Holding Corporation July 23, 2025 Election of Directors: Horacio D. Rozanski
Director Elections
Board For FOR
12 funds
Split
8 FOR, 1 AGAINST
Boston Beer Company, Inc. May 27, 2026 Advisory vote to approve our named executive officers' executive compensation.
Say-on-Pay
Board For AGAINST
9 funds
Split
1 FOR, 8 AGAINST
Boston Omaha Corporation August 25, 2025 Election of Directors (other than the Class B common stock Director): Jeffrey C. Royal
Director Elections
Board For WITHHOLD
2 funds
Split
5 FOR, 1 WITHHOLD
Boston Scientific Corporation April 30, 2026 Proposal to elect ten Directors: David C. Habiger
Director Elections
Board For FOR
16 funds
Split
22 FOR, 1 AGAINST
Boston Scientific Corporation April 30, 2026 Proposal to elect ten Directors: Michael F. Mahoney
Director Elections
Board For FOR
16 funds
Split
22 FOR, 1 AGAINST
Braemar Hotels & Resorts Inc. December 15, 2025 Election of Directors: Rebeca Odino-Johnson
Director Elections
Board For FOR
2 funds
Split
4 FOR, 1 AGAINST
Braemar Hotels & Resorts Inc. December 15, 2025 Election of Directors: Rebecca Musser
Director Elections
Board For FOR
2 funds
Split
4 FOR, 1 AGAINST
Braemar Hotels & Resorts Inc. December 15, 2025 Election of Directors: Richard J. Stockton
Director Elections
Board For FOR
2 funds
Split
4 FOR, 1 AGAINST
Bristol-Myers Squibb Company May 5, 2026 Election of Directors: Christopher S. Boerner, Ph.D.
Director Elections
Board For FOR
15 funds
Split
20 FOR, 1 AGAINST
Broadcom Inc. April 20, 2026 Election of Directors: Check Kian Low
Director Elections
Board For AGAINST
15 funds
Split
26 FOR, 1 AGAINST
Broadcom Inc. April 20, 2026 Election of Directors: Diane M. Bryant
Director Elections
Board For AGAINST
15 funds
Split
26 FOR, 1 AGAINST
Broadcom Inc. April 20, 2026 Election of Directors: Harry L. You
Director Elections
Board For AGAINST
15 funds
Split
8 FOR, 15 AGAINST
CABOT CORPORATION March 12, 2026 Election of Directors: Raffiq Nathoo
Director Elections
Board For FOR
7 funds
Split
5 FOR, 3 AGAINST
CABOT CORPORATION March 12, 2026 Election of Directors: Sean D. Keohane
Director Elections
Board For FOR
7 funds
Split
5 FOR, 3 AGAINST
CADENCE DESIGN SYSTEMS, INC. May 7, 2026 ELECTION OF DIRECTORS: Alberto Sangiovanni-Vincentelli
Director Elections
Board For FOR
13 funds
Split
22 FOR, 1 AGAINST
CALAVO GROWERS, INC. April 28, 2026 The Merger-Related Compensation Proposal - A non-binding, advisory proposal to approve compensation that will or may become payable by Calavo to its named executive officers in connection with the transactions contemplated by the Merger Agreement.
Say-on-Pay
Board For FOR
7 funds
Split
1 FOR, 7 AGAINST
CAMDEN PROPERTY TRUST May 8, 2026 Approval, by an advisory vote, of executive compensation.
Say-on-Pay
Board For FOR
17 funds
Split
16 FOR, 2 AGAINST
CAMPING WORLD HOLDINGS, INC. May 21, 2026 Approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers.
Say-on-Pay
Board For AGAINST
7 funds
Split
4 FOR, 2 AGAINST
CANTALOUPE, INC. September 4, 2025 To approve, by a non-binding, advisory vote, the compensation arrangements that will or may become payable to Cantaloupe, Inc.'s named executive officers in connection with the Merger.
Say-on-Pay
Board For FOR
5 funds
Split
5 FOR, 1 AGAINST
CANTERBURY PARK HOLDING CORPORATION June 4, 2026 To approve an amendment to the Company's Stock Plan to increase the number of shares authorized to be issued under the Stock Plan by 200,000.
Compensation
Board For AGAINST
1 fund
Split
1 FOR, 1 AGAINST
CAPITAL ONE FINANCIAL CORPORATION May 8, 2026 Advisory vote on our Named Executive Officer compensation ("Say on Pay").
Say-on-Pay
Board For FOR
15 funds
Split
11 FOR, 6 AGAINST
CAPITOL FEDERAL FINANCIAL, INC. January 27, 2026 The approval of the Capitol Federal Financial, Inc. 2026 Omnibus Incentive Plan.
Compensation
Board For FOR
7 funds
Split
5 FOR, 1 ABSTAIN
CARDIFF ONCOLOGY, INC. June 11, 2026 Proposal to approve an amendment to the Company's 2021 Omnibus Equity Incentive Plan to increase the number of shares issuable thereunder to 15,150,000 shares from 12,150,000 shares.
Compensation
Board For FOR
2 funds
Split
6 FOR, 1 AGAINST
CARDINAL HEALTH, INC. November 5, 2025 To approve, on a non-binding advisory basis, the compensation of our named executive officers
Say-on-Pay
Board For FOR
16 funds
Split
22 FOR, 1 AGAINST
CARDINAL HEALTH, INC. November 5, 2025 To ratify the appointment of Ernst & Young LLP as our independent auditor for the fiscal year ending June 30, 2026
Audit-related
Board For FOR
15 funds
Split
22 FOR, 1 AGAINST
CAREDX, INC. June 11, 2026 Approval of an amendment to the 2024 Equity Incentive Plan.
Compensation
Board For FOR
5 funds
Split
4 FOR, 1 AGAINST
CARRIAGE SERVICES, INC. May 12, 2026 Approve our proposed Second Amendment to the Company's 2017 Omnibus Incentive Plan.
Compensation
Board For FOR
4 funds
Split
4 FOR, 1 AGAINST
CARRIER GLOBAL CORPORATION April 15, 2026 Advisory Vote to Approve Named Executive Officer Compensation
Say-on-Pay
Board For FOR
15 funds
Split
8 FOR, 7 AGAINST
CARVANA CO. May 5, 2026 To approve the Carvana Co. 2026 Omnibus Incentive Plan.
Compensation
Board For AGAINST
10 funds
Split
2 FOR, 17 AGAINST
CARVANA CO. May 5, 2026 To approve, by an advisory vote, of the compensation of our named executive officers, as disclosed in the Proxy Statement.
Say-on-Pay
Board For FOR
12 funds
Split
17 FOR, 2 AGAINST
CATERPILLAR INC. June 10, 2026 Advisory Vote to Approve Executive Compensation
Say-on-Pay
Board For FOR
18 funds
Split
22 FOR, 1 AGAINST
CATERPILLAR INC. June 10, 2026 Election of Directors: David W. MacLennan
Director Elections
Board For FOR
16 funds
Split
22 FOR, 1 AGAINST
CATERPILLAR INC. June 10, 2026 Election of Directors: Debra L. Reed-Klages
Director Elections
Board For FOR
16 funds
Split
22 FOR, 1 AGAINST
CATERPILLAR INC. June 10, 2026 Election of Directors: Gerald Johnson
Director Elections
Board For FOR
16 funds
Split
22 FOR, 1 AGAINST
CATERPILLAR INC. June 10, 2026 Election of Directors: James C. Fish, Jr.
Director Elections
Board For FOR
16 funds
Split
22 FOR, 1 AGAINST
CATERPILLAR INC. June 10, 2026 Election of Directors: Joseph E. Creed
Director Elections
Board For FOR
16 funds
Split
22 FOR, 1 AGAINST
CATERPILLAR INC. June 10, 2026 Election of Directors: Judith F. Marks
Director Elections
Board For FOR
16 funds
Split
22 FOR, 1 AGAINST
CATERPILLAR INC. June 10, 2026 Election of Directors: Nazzic S. Keene
Director Elections
Board For FOR
16 funds
Split
22 FOR, 1 AGAINST
CATERPILLAR INC. June 10, 2026 Election of Directors: Rayford Wilkins, Jr.
Director Elections
Board For FOR
16 funds
Split
22 FOR, 1 AGAINST
CATERPILLAR INC. June 10, 2026 Election of Directors: Susan C. Schwab
Director Elections
Board For FOR
16 funds
Split
22 FOR, 1 AGAINST
CATERPILLAR INC. June 10, 2026 Ratification of our Independent Registered Public Accounting Firm
Audit-related
Board For FOR
16 funds
Split
22 FOR, 1 AGAINST
CATHAY GENERAL BANCORP May 18, 2026 Election of Class III Directors, to be elected for the term ending 2029: Felix S. Fernandez
Director Elections
Board For FOR
7 funds
Split
4 FOR, 2 AGAINST
CATHAY GENERAL BANCORP May 18, 2026 Election of Class III Directors, to be elected for the term ending 2029: Maan-Huei Hung
Director Elections
Board For FOR
7 funds
Split
4 FOR, 2 AGAINST
CATHAY GENERAL BANCORP May 18, 2026 Election of Class III Directors, to be elected for the term ending 2029: Nelson Chung
Director Elections
Board For FOR
7 funds
Split
4 FOR, 2 AGAINST
CATHAY GENERAL BANCORP May 18, 2026 Election of Class III Directors, to be elected for the term ending 2029: Richard Sun
Director Elections
Board For AGAINST
7 funds
Split
4 FOR, 2 AGAINST
CB Financial Services, Inc. May 20, 2026 Election of Directors: John J. LaCarte
Director Elections
Board For FOR
2 funds
Split
4 FOR, 1 WITHHOLD
CBOE GLOBAL MARKETS, INC. May 14, 2026 Approve, in a non-binding resolution, the compensation paid to our executive officers.
Say-on-Pay
Board For FOR
12 funds
Split
18 FOR, 1 AGAINST
CDW CORPORATION May 21, 2026 To approve, on an advisory basis, named executive officer compensation.
Say-on-Pay
Board For FOR
15 funds
Split
21 FOR, 1 AGAINST
CDW Corporation May 21, 2026 Election of Directors: Christine A. Leahy
Director Elections
Board For FOR
14 funds
Split
21 FOR, 1 AGAINST
CELCUITY INC. May 14, 2026 To approve the Celcuity Inc. Amended and Restated Employee Stock Purchase Plan.
Compensation
Board For AGAINST
4 funds
Split
3 FOR, 4 AGAINST
CENCORA, INC. March 5, 2026 Advisory vote to approve the fiscal 2025 compensation of Cencora, Inc.'s named executive officers.
Say-on-Pay
Board For FOR
15 funds
Split
21 FOR, 1 AGAINST
CERENCE INC. February 12, 2026 Approval, on a non-binding, advisory basis, of the compensation of the Company's named executive officers, as disclosed in the proxy statement.
Say-on-Pay
Board For FOR
3 funds
Split
6 FOR, 2 AGAINST
CF BANKSHARES 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 FOR
3 funds
Split
4 FOR, 1 AGAINST
CHARLES RIVER LABORATORIES INTL., INC. May 5, 2026 Election of Directors: Abraham Ceesay
Director Elections
Board For AGAINST
15 funds
Split
9 FOR, 8 AGAINST
CHART INDUSTRIES, INC. October 6, 2025 To approve, by a non-binding advisory vote, certain compensation that may be paid or become payable to Chart's named executive officers that is based on or otherwise relates to the Merger.
Say-on-Pay
Board For FOR
9 funds
Split
6 FOR, 4 AGAINST
CHARTER COMMUNICATIONS, INC. April 21, 2026 Approval of the amendment increasing the number of shares in the Company's 2019 Stock Incentive Plan.
Compensation
Board For AGAINST
13 funds
Split
6 FOR, 11 AGAINST
CHARTER COMMUNICATIONS, INC. April 21, 2026 Approval, on an advisory basis, of the compensation of our named executive officers.
Say-on-Pay
Board For AGAINST
15 funds
Split
6 FOR, 11 AGAINST
CHEMED CORPORATION May 18, 2026 Advisory vote to approve executive compensation.
Say-on-Pay
Board For FOR
14 funds
Split
1 FOR, 10 AGAINST
CHENIERE ENERGY, INC. May 14, 2026 Approve, on an advisory and non-binding basis, the compensation of the Company's named executive officers for 2025.
Say-on-Pay
Board For FOR
14 funds
Split
13 FOR, 1 AGAINST
CHOICE HOTELS INTERNATIONAL, INC. May 21, 2026 Election of Directors: Donna F. Vieira
Director Elections
Board For FOR
12 funds
Split
4 FOR, 5 AGAINST
CHOICE HOTELS INTERNATIONAL, INC. May 21, 2026 Election of Directors: Ervin R. Shames
Director Elections
Board For AGAINST
12 funds
Split
4 FOR, 5 AGAINST
CHOICE HOTELS INTERNATIONAL, INC. May 21, 2026 Election of Directors: Gordon A. Smith
Director Elections
Board For FOR
12 funds
Split
4 FOR, 5 AGAINST
CHUBB LIMITED May 21, 2026 Advisory vote to approve executive compensation under U.S. securities law requirements
Say-on-Pay
Board For FOR
14 funds
Split
18 FOR, 1 AGAINST
CHUBB LIMITED May 21, 2026 Ratification of appointment of PricewaterhouseCoopers LLP (United States) as independent registered public accounting firm for purposes of U.S. securities law reporting
Audit-related
Board For FOR
12 funds
Split
18 FOR, 1 AGAINST
CHUBB LIMITED May 21, 2026 Renewal of a capital band for authorized share capital increases and reductions
Capital Structure
Board For FOR
12 funds
Split
18 FOR, 1 AGAINST
CHURCH & DWIGHT CO., INC. May 1, 2026 Ratification of the appointment of Deloitte & Touche LLP as our independent registered public accounting firm for 2026;
Audit-related
Board For FOR
13 funds
Split
19 FOR, 1 AGAINST
CIENA CORPORATION March 26, 2026 Election of three Class II Directors: Gary B. Smith
Director Elections
Board For FOR
12 funds
Split
5 FOR, 5 AGAINST
CIENA CORPORATION March 26, 2026 Election of three Class II Directors: Joanne B. Olsen
Director Elections
Board For FOR
12 funds
Split
4 FOR, 5 AGAINST
CIENA CORPORATION March 26, 2026 Election of three Class II Directors: Mary G. Puma
Director Elections
Board For FOR
12 funds
Split
4 FOR, 5 AGAINST
CIMPRESS PLC December 17, 2025 Reappoint Scott J. Vassalluzzo to Cimpress' Board of Directors to serve for a term of three years. Scott J. Vassalluzzo
Director Elections
Board For FOR
7 funds
Split
1 FOR, 7 AGAINST
CIPHER DIGITAL INC. June 2, 2026 Approval, on a non-binding advisory basis, of the compensation of our named executive officers.
Say-on-Pay
Board For FOR
6 funds
Split
3 FOR, 3 AGAINST
CITIGROUP INC. May 20, 2026 Advisory vote to approve our 2025 Executive Compensation.
Say-on-Pay
Board For AGAINST
16 funds
Split
8 FOR, 11 AGAINST
CITIZENS FINANCIAL SERVICES, INC. April 21, 2026 Advisory vote to approve the compensation of the Company's named executive officers as disclosed in the proxy statement.
Say-on-Pay
Board For FOR
5 funds
Split
5 FOR, 1 AGAINST
CITY OFFICE REIT, INC. October 16, 2025 To approve the merger of the Company with and into MCME Carell Merger Sub, LLC, pursuant to the terms of the Agreement and Plan of Merger, dated as of July 23, 2025, by and among the Company, MCME Carell Holdings, LP (Parent"), a Delaware limited partnership, and MCME Carell Merger Sub, LLC, a Maryland limited liability company and a wholly owned subsidiary of Parent (the "Merger Proposal");
Extraordinary Transactions
Board For FOR
5 funds
Split
4 FOR, 1 ABSTAIN
CIVITAS RESOURCES, INC. January 27, 2026 To adopt the Agreement and Plan of Merger, dated as of November 2, 2025, by and among SM Energy Company, a Delaware corporation ("SM Energy"), Cars Merger Sub, Inc., a Delaware corporation and direct wholly owned subsidiary of SM Energy, and Civitas Resources, Inc. ("Civitas"), as it may be amended from time to time, a copy of which is included as Annex A to the joint proxy statement/prospectus; and
Extraordinary Transactions
Board For FOR
10 funds
Split
2 FOR, 1 AGAINST, 4 ABSTAIN

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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.