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 |
|---|---|---|---|---|---|---|
| Cadiz Inc. | June 18, 2026 | ELECTION OF DIRECTORS: Kenneth T. Lombard Director Elections |
Board | For | FOR 2 funds |
Split 4 FOR, 1 WITHHOLD |
| Cadiz Inc. | June 18, 2026 | ELECTION OF DIRECTORS: Maria Dreyfus Director Elections |
Board | For | FOR 2 funds |
Split 4 FOR, 1 WITHHOLD |
| Cadiz Inc. | June 18, 2026 | ELECTION OF DIRECTORS: Maria Echaveste Director Elections |
Board | For | FOR 2 funds |
Split 4 FOR, 1 WITHHOLD |
| Cadiz Inc. | June 18, 2026 | ELECTION OF DIRECTORS: Richard Polanco Director Elections |
Board | For | FOR 2 funds |
Split 4 FOR, 1 WITHHOLD |
| Cadiz Inc. | June 18, 2026 | ELECTION OF DIRECTORS: Stephen E. Courter Director Elections |
Board | For | FOR 2 funds |
Split 4 FOR, 1 WITHHOLD |
| Cadiz Inc. | June 18, 2026 | ELECTION OF DIRECTORS: Winston Hickox Director Elections |
Board | For | FOR 2 funds |
Split 4 FOR, 1 WITHHOLD |
| Cal-Maine Foods, Inc. | October 3, 2025 | Election of Class I Directors: Camille S. Young Director Elections |
Board | For | WITHHOLD 8 funds |
Split 3 FOR, 3 WITHHOLD |
| Capri Holdings Limited | August 7, 2025 | Election of Directors: Jane Thompson Director Elections |
Board | For | FOR 8 funds |
Split 4 FOR, 4 AGAINST |
| Capri Holdings Limited | August 7, 2025 | Election of Directors: Judy Gibbons Director Elections |
Board | For | AGAINST 8 funds |
Split 4 FOR, 4 AGAINST |
| Capricor Therapeutics, Inc. | June 4, 2026 | Election of Directors: Frank Litvack Director Elections |
Board | For | WITHHOLD 2 funds |
Split 2 FOR, 4 WITHHOLD |
| Carlisle Companies Incorporated | April 29, 2026 | To elect the two directors nominated by the Board of Directors: Jesse G. Singh Director Elections |
Board | For | FOR 13 funds |
Split 4 FOR, 6 AGAINST |
| Carlisle Companies Incorporated | April 29, 2026 | To elect the two directors nominated by the Board of Directors: Sheryl D. Palmer Director Elections |
Board | For | FOR 13 funds |
Split 4 FOR, 6 AGAINST |
| Carter's, Inc. | May 13, 2026 | Election of nine nominated directors: Gretchen W. Schar Director Elections |
Board | For | FOR 8 funds |
Split 3 FOR, 2 AGAINST |
| Carvana Co. | May 5, 2026 | Election of Directors: Michael Maroone Director Elections |
Board | For | FOR 10 funds |
Split 9 FOR, 7 WITHHOLD |
| Carvana Co. | May 5, 2026 | Election of Directors: Neha Parikh Director Elections |
Board | For | WITHHOLD 10 funds |
Split 8 FOR, 8 WITHHOLD |
| CenterPoint Energy, Inc. | April 16, 2026 | Election of Directors: Christopher H. Franklin Director Elections |
Board | For | AGAINST 13 funds |
Split 17 FOR, 1 AGAINST |
| CenterPoint Energy, Inc. | April 16, 2026 | Election of Directors: Dean L. Seavers Director Elections |
Board | For | AGAINST 13 funds |
Split 17 FOR, 1 AGAINST |
| CenterPoint Energy, Inc. | April 16, 2026 | Election of Directors: Thaddeus J. Malik Director Elections |
Board | For | AGAINST 13 funds |
Split 17 FOR, 1 AGAINST |
| CenterPoint Energy, Inc. | April 16, 2026 | Election of Directors: Theodore F. Pound Director Elections |
Board | For | AGAINST 13 funds |
Split 17 FOR, 1 AGAINST |
| CenterPoint Energy, Inc. | April 16, 2026 | Election of Directors: Wendy Montoya Cloonan Director Elections |
Board | For | AGAINST 13 funds |
Split 9 FOR, 7 AGAINST |
| CeriBell, Inc. | June 2, 2026 | Election of Directors: Josef Parvizi, M.D., Ph.D. Director Elections |
Board | For | FOR 4 funds |
Split 4 FOR, 1 WITHHOLD |
| Cerus Corporation | June 2, 2026 | The approval of an amendment and restatement of the Company's 2024 Equity Incentive Plan to increase the aggregate number of shares of common stock authorized for issuance thereunder by 10 million shares and to make certain other changes thereto as described further in the accompanying Proxy Statement. Compensation |
Board | For | FOR 4 funds |
Split 4 FOR, 1 AGAINST |
| Charter Communications, Inc. | April 21, 2026 | Election of Directors: Balan Nair Director Elections |
Board | For | AGAINST 13 funds |
Split 4 FOR, 13 AGAINST |
| Cheniere Energy, Inc. | May 14, 2026 | Election of Directors: Brian E. Edwards Director Elections |
Board | For | FOR 12 funds |
Split 11 FOR, 1 AGAINST |
| Cheniere Energy, Inc. | May 14, 2026 | Election of Directors: Denise Gray Director Elections |
Board | For | FOR 12 funds |
Split 11 FOR, 1 AGAINST |
| Cheniere Energy, Inc. | May 14, 2026 | Election of Directors: Donald F. Robillard, Jr. Director Elections |
Board | For | FOR 12 funds |
Split 11 FOR, 1 AGAINST |
| Cheniere Energy, Inc. | May 14, 2026 | Election of Directors: Jack A. Fusco Director Elections |
Board | For | FOR 12 funds |
Split 11 FOR, 1 AGAINST |
| Cheniere Energy, Inc. | May 14, 2026 | Election of Directors: Lorraine Mitchelmore Director Elections |
Board | For | FOR 12 funds |
Split 11 FOR, 1 AGAINST |
| Cheniere Energy, Inc. | May 14, 2026 | Election of Directors: Neal A. Shear Director Elections |
Board | For | FOR 12 funds |
Split 11 FOR, 1 AGAINST |
| Cheniere Energy, Inc. | May 14, 2026 | Election of Directors: Patricia K. Collawn Director Elections |
Board | For | FOR 12 funds |
Split 11 FOR, 1 AGAINST |
| Cheniere Energy, Inc. | May 14, 2026 | Election of Directors: W. Benjamin Moreland Director Elections |
Board | For | FOR 12 funds |
Split 11 FOR, 1 AGAINST |
| Chimera Investment Corporation | June 10, 2026 | Election of Directors: Gerard Creagh Director Elections |
Board | For | FOR 7 funds |
Split 3 FOR, 1 AGAINST |
| Chimera Investment Corporation | June 10, 2026 | Election of Directors: Kevin G. Chavers Director Elections |
Board | For | FOR 7 funds |
Split 3 FOR, 1 AGAINST |
| Chimera Investment Corporation | June 10, 2026 | Election of Directors: Susan Mills Director Elections |
Board | For | FOR 7 funds |
Split 3 FOR, 1 AGAINST |
| Chubb Limited | May 21, 2026 | Election of the Board of Directors: David H. Sidwell Director Elections |
Board | For | FOR 12 funds |
Split 17 FOR, 1 AGAINST |
| Chubb Limited | May 21, 2026 | Election of the Board of Directors: Evan G. Greenberg Director Elections |
Board | For | FOR 12 funds |
Split 18 FOR, 1 AGAINST |
| Chubb Limited | May 21, 2026 | Election of the Board of Directors: Fred Hu Director Elections |
Board | For | FOR 12 funds |
Split 18 FOR, 1 AGAINST |
| Chubb Limited | May 21, 2026 | Election of the Board of Directors: Michael G. Atieh Director Elections |
Board | For | FOR 12 funds |
Split 18 FOR, 1 AGAINST |
| Chubb Limited | May 21, 2026 | Election of the Board of Directors: Michael L. Corbat Director Elections |
Board | For | FOR 12 funds |
Split 18 FOR, 1 AGAINST |
| Chubb Limited | May 21, 2026 | Election of the Board of Directors: Michael P. Connors Director Elections |
Board | For | FOR 12 funds |
Split 18 FOR, 1 AGAINST |
| Chubb Limited | May 21, 2026 | Election of the Board of Directors: Nelson J. Chai Director Elections |
Board | For | FOR 12 funds |
Split 18 FOR, 1 AGAINST |
| Chubb Limited | May 21, 2026 | Election of the Board of Directors: Olivier Steimer Director Elections |
Board | For | FOR 12 funds |
Split 18 FOR, 1 AGAINST |
| Chubb Limited | May 21, 2026 | Election of the Board of Directors: Robert J. Hugin Director Elections |
Board | For | FOR 12 funds |
Split 18 FOR, 1 AGAINST |
| Chubb Limited | May 21, 2026 | Election of the Board of Directors: Robert W. Scully Director Elections |
Board | For | FOR 12 funds |
Split 18 FOR, 1 AGAINST |
| Chubb Limited | May 21, 2026 | Election of the Board of Directors: Theodore E. Shasta Director Elections |
Board | For | FOR 12 funds |
Split 18 FOR, 1 AGAINST |
| Church & Dwight Co., Inc. | May 1, 2026 | Election of 11 nominees to serve as directors for a term of one year: Arthur B. Winkleblack Director Elections |
Board | For | FOR 13 funds |
Split 18 FOR, 1 AGAINST |
| Church & Dwight Co., Inc. | May 1, 2026 | Election of 11 nominees to serve as directors for a term of one year: Bradlen S. Cashaw Director Elections |
Board | For | FOR 13 funds |
Split 18 FOR, 1 AGAINST |
| Church & Dwight Co., Inc. | May 1, 2026 | Election of 11 nominees to serve as directors for a term of one year: Bradley C. Irwin Director Elections |
Board | For | FOR 13 funds |
Split 18 FOR, 1 AGAINST |
| Church & Dwight Co., Inc. | May 1, 2026 | Election of 11 nominees to serve as directors for a term of one year: Janet S. Vergis Director Elections |
Board | For | FOR 13 funds |
Split 18 FOR, 1 AGAINST |
| Church & Dwight Co., Inc. | May 1, 2026 | Election of 11 nominees to serve as directors for a term of one year: Laurie J. Yoler Director Elections |
Board | For | FOR 13 funds |
Split 18 FOR, 1 AGAINST |
| Church & Dwight Co., Inc. | May 1, 2026 | Election of 11 nominees to serve as directors for a term of one year: Ravichandra K. Saligram Director Elections |
Board | For | FOR 13 funds |
Split 18 FOR, 1 AGAINST |
| Church & Dwight Co., Inc. | May 1, 2026 | Election of 11 nominees to serve as directors for a term of one year: Robert K. Shearer Director Elections |
Board | For | FOR 13 funds |
Split 18 FOR, 1 AGAINST |
| Church & Dwight Co., Inc. | May 1, 2026 | Election of 11 nominees to serve as directors for a term of one year: Susan G. Saideman Director Elections |
Board | For | FOR 13 funds |
Split 18 FOR, 1 AGAINST |
| Churchill Downs Incorporated | April 21, 2026 | Election of Class III Directors: Daniel P. Harrington Director Elections |
Board | For | FOR 13 funds |
Split 4 FOR, 6 WITHHOLD |
| Churchill Downs Incorporated | April 21, 2026 | Election of Class III Directors: Douglas C. Grissom Director Elections |
Board | For | FOR 13 funds |
Split 4 FOR, 6 WITHHOLD |
| Cinemark Holdings, Inc. | May 14, 2026 | Election of Class I directors, each for a term that expires in 2029: Enrique Senior Director Elections |
Board | For | FOR 7 funds |
Split 3 FOR, 2 WITHHOLD |
| Cinemark Holdings, Inc. | May 14, 2026 | Election of Class I directors, each for a term that expires in 2029: Nancy Loewe Director Elections |
Board | For | FOR 7 funds |
Split 3 FOR, 2 WITHHOLD |
| Cinemark Holdings, Inc. | May 14, 2026 | Election of Class I directors, each for a term that expires in 2029: Nina Vaca Director Elections |
Board | For | FOR 7 funds |
Split 3 FOR, 2 WITHHOLD |
| Cinemark Holdings, Inc. | May 14, 2026 | Election of Class I directors, each for a term that expires in 2029: Steven Rosenberg Director Elections |
Board | For | FOR 7 funds |
Split 3 FOR, 2 WITHHOLD |
| Circle Internet Group, Inc. | May 14, 2026 | Election of Three Class I Directors: P. Sean Neville Director Elections |
Board | For | FOR 9 funds |
Split 2 FOR, 6 AGAINST |
| Citi Trends, Inc. | June 10, 2026 | Election of Directors: Pamela Edwards Director Elections |
Board | For | AGAINST 2 funds |
Split 1 FOR, 4 AGAINST |
| CleanSpark, Inc. | March 3, 2026 | Election of Directors: Amanda Cavaleri Director Elections |
Board | For | WITHHOLD 5 funds |
Split 3 FOR, 2 WITHHOLD |
| CleanSpark, Inc. | March 3, 2026 | Election of Directors: Larry McNeill Director Elections |
Board | For | WITHHOLD 5 funds |
Split 3 FOR, 2 WITHHOLD |
| CleanSpark, Inc. | March 3, 2026 | Election of Directors: Roger P. Beynon Director Elections |
Board | For | FOR 5 funds |
Split 3 FOR, 2 WITHHOLD |
| Cohen & Steers, Inc. | April 30, 2026 | Election of Directors: Edmond D. Villani Director Elections |
Board | For | FOR 8 funds |
Split 3 FOR, 4 AGAINST |
| Cohu, Inc. | May 15, 2026 | Election of three (3) Class 1 directors, for a term of three years each: Karen M. Rapp Director Elections |
Board | For | FOR 7 funds |
Split 3 FOR, 2 AGAINST |
| Cohu, Inc. | May 15, 2026 | Election of three (3) Class 1 directors, for a term of three years each: Nina L. Richardson Director Elections |
Board | For | FOR 7 funds |
Split 3 FOR, 2 AGAINST |
| Cohu, Inc. | May 15, 2026 | Election of three (3) Class 1 directors, for a term of three years each: William E. Bendush Director Elections |
Board | For | FOR 7 funds |
Split 2 FOR, 2 AGAINST |
| Colgate-Palmolive Company | May 8, 2026 | Election of directors: John T. Cahill Director Elections |
Board | For | FOR 13 funds |
Split 20 FOR, 1 AGAINST |
| Colgate-Palmolive Company | May 8, 2026 | Election of directors: Noel Wallace Director Elections |
Board | For | FOR 13 funds |
Split 20 FOR, 1 AGAINST |
| Commerce Bancshares, Inc. | April 24, 2026 | Nominees: Class of 2029: Blackford F. Brauer Director Elections |
Board | For | FOR 12 funds |
Split 3 FOR, 4 WITHHOLD |
| Commerce Bancshares, Inc. | April 24, 2026 | Nominees: Class of 2029: David W. Kemper Director Elections |
Board | For | FOR 12 funds |
Split 3 FOR, 4 WITHHOLD |
| Commerce Bancshares, Inc. | April 24, 2026 | Nominees: Class of 2029: Karen L. Daniel Director Elections |
Board | For | FOR 12 funds |
Split 3 FOR, 4 WITHHOLD |
| Commerce Bancshares, Inc. | April 24, 2026 | Nominees: Class of 2029: W. Kyle Chapman Director Elections |
Board | For | FOR 12 funds |
Split 3 FOR, 4 WITHHOLD |
| Community West Bancshares | March 30, 2026 | a proposal to approve the principal terms of the Agreement and Plan of Merger, dated as of December 16, 2025, between CWB and United Security Bancshares ("USB"), pursuant to which USB will merge (the "merger") with and into CWB, and the transactions contemplated therein, including the issuance of CWB common stock pursuant to the merger agreement (the "CWB merger proposal"); and Extraordinary Transactions |
Board | For | FOR 2 funds |
Split 5 FOR, 1 ABSTAIN |
| Compass, Inc. | May 14, 2026 | Election of Class II Directors: Allan Leinwand Director Elections |
Board | For | FOR 8 funds |
Split 5 FOR, 3 AGAINST |
| Compass, Inc. | May 14, 2026 | Election of Class II Directors: Charles Phillips Director Elections |
Board | For | AGAINST 8 funds |
Split 5 FOR, 3 AGAINST |
| Compass, Inc. | May 14, 2026 | Election of Class II Directors: Pamela Thomas-Graham Director Elections |
Board | For | FOR 8 funds |
Split 5 FOR, 3 AGAINST |
| Cooper-Standard Holdings Inc. | May 14, 2026 | Election of Directors: Richard J. Freeland Director Elections |
Board | For | FOR 3 funds |
Split 4 FOR, 1 AGAINST |
| Corcept Therapeutics Incorporated | May 21, 2026 | Election of Directors: David L. Mahoney Director Elections |
Board | For | FOR 11 funds |
Split 3 FOR, 1 WITHHOLD |
| Core Scientific, Inc. | May 12, 2026 | Election of Directors: Elizabeth Crain Director Elections |
Board | For | FOR 5 funds |
Split 4 FOR, 3 WITHHOLD |
| CoreCard Corporation | October 28, 2025 | Proposal (the "Merger Agreement Proposal") to adopt the Agreement and Plan of Merger, dated July 30, 2025 (as it may be amended from time to time, the "Merger Agreement"), a copy of which is attached as Annex A to the proxy statement/prospectus relating to the Special Meeting, among CoreCard Corporation ("CoreCard"), Euronet Worldwide, Inc. ("Euronet") and Genesis Merger Sub Inc., a wholly owned subsidiary of Euronet ("Merger Sub"), providing for the merger of Merger Sub with and into CoreCard (the "Merger"). Extraordinary Transactions |
Board | For | FOR 2 funds |
Split 5 FOR, 1 ABSTAIN |
| Corteva, Inc. | April 28, 2026 | Election of the 12 directors named in the Proxy Statement: Charles V. Magro Director Elections |
Board | For | FOR 13 funds |
Split 22 FOR, 1 AGAINST |
| Corteva, Inc. | April 28, 2026 | Election of the 12 directors named in the Proxy Statement: David C. Everitt Director Elections |
Board | For | FOR 13 funds |
Split 22 FOR, 1 AGAINST |
| Corteva, Inc. | April 28, 2026 | Election of the 12 directors named in the Proxy Statement: Gregory R. Page Director Elections |
Board | For | FOR 13 funds |
Split 22 FOR, 1 AGAINST |
| Corteva, Inc. | April 28, 2026 | Election of the 12 directors named in the Proxy Statement: Janet P. Giesselman Director Elections |
Board | For | FOR 13 funds |
Split 22 FOR, 1 AGAINST |
| Corteva, Inc. | April 28, 2026 | Election of the 12 directors named in the Proxy Statement: Karen H. Grimes Director Elections |
Board | For | FOR 13 funds |
Split 22 FOR, 1 AGAINST |
| Corteva, Inc. | April 28, 2026 | Election of the 12 directors named in the Proxy Statement: Kerry J. Preete Director Elections |
Board | For | FOR 13 funds |
Split 22 FOR, 1 AGAINST |
| Corteva, Inc. | April 28, 2026 | Election of the 12 directors named in the Proxy Statement: Klaus A. Engel Director Elections |
Board | For | FOR 13 funds |
Split 22 FOR, 1 AGAINST |
| Corteva, Inc. | April 28, 2026 | Election of the 12 directors named in the Proxy Statement: Marcos M. Lutz Director Elections |
Board | For | FOR 13 funds |
Split 22 FOR, 1 AGAINST |
| Corteva, Inc. | April 28, 2026 | Election of the 12 directors named in the Proxy Statement: Nayaki R. Nayyar Director Elections |
Board | For | FOR 13 funds |
Split 22 FOR, 1 AGAINST |
| Corteva, Inc. | April 28, 2026 | Election of the 12 directors named in the Proxy Statement: Patrick J. Ward Director Elections |
Board | For | FOR 13 funds |
Split 22 FOR, 1 AGAINST |
| Coupang, Inc. | June 11, 2026 | Election of Directors: Ambereen Toubassy Director Elections |
Board | For | FOR 14 funds |
Split 2 FOR, 3 AGAINST |
| Coupang, Inc. | June 11, 2026 | Election of Directors: Asha Sharma Director Elections |
Board | For | FOR 14 funds |
Split 2 FOR, 3 AGAINST |
| Coupang, Inc. | June 11, 2026 | Election of Directors: Benjamin Sun Director Elections |
Board | For | FOR 14 funds |
Split 2 FOR, 3 AGAINST |
| Coupang, Inc. | June 11, 2026 | Election of Directors: Bom Kim Director Elections |
Board | For | FOR 14 funds |
Split 2 FOR, 3 AGAINST |
| Coupang, Inc. | June 11, 2026 | Election of Directors: Jason Child Director Elections |
Board | For | FOR 14 funds |
Split 2 FOR, 3 AGAINST |
| Coupang, Inc. | June 11, 2026 | Election of Directors: Neil Mehta Director Elections |
Board | For | FOR 14 funds |
Split 2 FOR, 3 AGAINST |
| Coupang, Inc. | June 11, 2026 | Election of Directors: Pedro Franceschi Director Elections |
Board | For | FOR 14 funds |
Split 2 FOR, 3 AGAINST |
| Cracker Barrel Old Country Store, Inc. | November 20, 2025 | To elect ten (10) directors: Julie Masino Director Elections |
Board | Contested | ABSTAIN 7 funds |
Split 4 FOR, 1 AGAINST |
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How items are matched and positions counted: see the comparison table and the methodology. Built November 1, 2026 from SEC Form N-PX filings.