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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
Cummins Inc. May 12, 2026 Election of Directors: Bruno V. Di Leo Allen
Director Elections
Board For FOR
13 funds
Split
20 FOR, 1 AGAINST
Cummins Inc. May 12, 2026 Election of Directors: Carla A. Harris
Director Elections
Board For FOR
13 funds
Split
20 FOR, 1 AGAINST
Cummins Inc. May 12, 2026 Election of Directors: Daniel W. Fisher
Director Elections
Board For FOR
13 funds
Split
20 FOR, 1 AGAINST
Cummins Inc. May 12, 2026 Election of Directors: Gary L. Belske
Director Elections
Board For FOR
13 funds
Split
20 FOR, 1 AGAINST
Cummins Inc. May 12, 2026 Election of Directors: Jennifer W. Rumsey
Director Elections
Board For FOR
13 funds
Split
20 FOR, 1 AGAINST
Cummins Inc. May 12, 2026 Election of Directors: John H. Stone
Director Elections
Board For FOR
13 funds
Split
20 FOR, 1 AGAINST
Cummins Inc. May 12, 2026 Election of Directors: Karen H. Quintos
Director Elections
Board For FOR
13 funds
Split
20 FOR, 1 AGAINST
Cummins Inc. May 12, 2026 Election of Directors: Kimberly A. Nelson
Director Elections
Board For FOR
13 funds
Split
20 FOR, 1 AGAINST
Cummins Inc. May 12, 2026 Election of Directors: Thomas J. Lynch
Director Elections
Board For FOR
13 funds
Split
20 FOR, 1 AGAINST
Cummins Inc. May 12, 2026 Election of Directors: William I. Miller
Director Elections
Board For FOR
13 funds
Split
20 FOR, 1 AGAINST
Cytokinetics, Incorporated May 27, 2026 Election of Class I Directors for terms expiring in 2029: Edward M. Kaye, M.D.
Director Elections
Board For FOR
7 funds
Split
5 FOR, 5 WITHHOLD
Cytokinetics, Incorporated May 27, 2026 Election of Class I Directors for terms expiring in 2029: Nancy J. Wysenski
Director Elections
Board For FOR
7 funds
Split
5 FOR, 5 WITHHOLD
Cytokinetics, Incorporated May 27, 2026 Election of Class I Directors for terms expiring in 2029: Wendell Wierenga, Ph.D.
Director Elections
Board For FOR
7 funds
Split
5 FOR, 5 WITHHOLD
DAKTRONICS, INC. September 3, 2025 To approve the Daktronics, Inc. 2025 Stock Incentive Plan to provide for additional shares for future equity grants to the Company's employees, Directors, and other participants.
Compensation
Board For FOR
5 funds
Split
7 FOR, 1 AGAINST
DANAHER CORPORATION May 5, 2026 To approve on an advisory basis the Company's named executive officer compensation.
Say-on-Pay
Board For FOR
15 funds
Split
22 FOR, 1 AGAINST
DANAHER CORPORATION May 5, 2026 To approve the Company's Amended and Restated Omnibus Incentive Plan.
Compensation
Board For FOR
13 funds
Split
21 FOR, 1 AGAINST
DANAHER CORPORATION May 5, 2026 To ratify the selection of Ernst & Young LLP as Danaher's independent registered public accounting firm for the year ending December 31, 2026.
Audit-related
Board For FOR
13 funds
Split
22 FOR, 1 AGAINST
DATADOG, INC. April 21, 2026 To approve the redomiciliation of the Company from the State of Delaware to the State of Nevada by conversion.
Extraordinary Transactions
Board For AGAINST
14 funds
Split
4 FOR, 16 AGAINST
DAUCH CORPORATION April 30, 2026 Approval of Amended and Restated 2018 Omnibus Incentive Plan.
Compensation
Board For FOR
7 funds
Split
5 FOR, 1 AGAINST
DAUCH CORPORATION April 30, 2026 Election of Directors: James A. McCaslin
Director Elections
Board For FOR
7 funds
Split
4 FOR, 1 AGAINST
DAUCH CORPORATION April 30, 2026 Election of Directors: Sandra E. Pierce
Director Elections
Board For FOR
7 funds
Split
4 FOR, 1 AGAINST
DAUCH CORPORATION April 30, 2026 Election of Directors: Terry Grayson-Caprio
Director Elections
Board For FOR
7 funds
Split
4 FOR, 1 AGAINST
DAYFORCE, INC. November 12, 2025 A proposal to adopt the Agreement and Plan of Merger, dated as of August 20, 2025 (the "merger agreement"), by and among Dayforce, Inc. ("Dayforce"), Dawn Bidco, LLC and Dawn Acquisition Merger Sub, Inc.
Extraordinary Transactions
Board For FOR
15 funds
Split
22 FOR, 1 AGAINST
DAYFORCE, INC. November 12, 2025 A proposal to approve, on an advisory (non-binding) basis, the compensation that may be paid or become payable to Dayforce's named executive officers in connection with the transactions contemplated by the merger agreement, including consummation of the merger.
Say-on-Pay
Board For FOR
16 funds
Split
22 FOR, 1 AGAINST
DELCATH SYSTEMS, INC. May 13, 2026 To approve an amendment of the Company's 2020 Omnibus Equity Incentive Plan to increase by 1,800,000 the number of shares of common stock, $0.01 par value per share (''Common Stock'') available thereunder;
Compensation
Board For FOR
2 funds
Split
4 FOR, 1 AGAINST
DELCATH SYSTEMS, INC. May 13, 2026 To approve, on a non-binding advisory basis, the compensation of our named executive officers as disclosed in the accompanying proxy statement (''Proxy Statement'').
Say-on-Pay
Board For AGAINST
3 funds
Split
4 FOR, 1 AGAINST
DELL TECHNOLOGIES INC. June 25, 2026 Approval of the Redomestication Proposal providing for the redomestication of Dell Technologies Inc. from Delaware to Texas by conversion as disclosed in the proxy statement
Extraordinary Transactions
Board For AGAINST
13 funds
Split
9 FOR, 10 AGAINST
DELL TECHNOLOGIES INC. June 25, 2026 Approval, on a non-binding, advisory basis, of the compensation of Dell Technologies Inc.'s named executive officers as disclosed in the proxy statement
Say-on-Pay
Board For AGAINST
14 funds
Split
18 FOR, 2 AGAINST
DENNY'S CORPORATION January 13, 2026 To approve, on a non-binding, advisory basis, certain compensation that may be paid or become payable to the Company's named executive officers that is based on or otherwise relates to the Merger.
Say-on-Pay
Board For FOR
5 funds
Split
8 FOR, 1 AGAINST
DENTSPLY SIRONA INC. June 2, 2026 Approval of Amendment No. 2 to the 2024 Omnibus Incentive Plan to increase the number of shares of the Company's Common Stock issuable under such Plan.
Compensation
Board For FOR
9 funds
Split
3 FOR, 3 AGAINST
DESIGN THERAPEUTICS, INC. June 9, 2026 To elect one nominee for Class II director named herein to serve for a three-year term until the 2029 Annual Meeting of Stockholders. Simeon George, M.D.
Director Elections
Board For FOR
4 funds
Split
4 FOR, 1 WITHHOLD
DEVON ENERGY CORPORATION May 4, 2026 Approve an amendment of Devon Energy Corporation's restated certificate of incorporation to increase the number of authorized shares of common stock from 1,000,000,000 to 2,000,000,000 (the "Authorized Share Charter Amendment Proposal", together with Stock Issuance Proposal, the "Devon Merger Proposals").
Capital Structure
Board For FOR
14 funds
Split
10 FOR, 8 ABSTAIN
DEVON ENERGY CORPORATION May 4, 2026 Approve the issuance of shares of Devon Energy Corporation common stock to the holders of Coterra Energy Inc. common stock in connection with the merger, as contemplated by the Merger Agreement (the "Stock Issuance Proposal").
Extraordinary Transactions
Board For FOR
14 funds
Split
10 FOR, 8 ABSTAIN
DEXCOM, INC. May 27, 2026 To provide a non-binding advisory vote on the compensation of our named executive officers for the fiscal year ended December 31, 2025.
Say-on-Pay
Board For FOR
14 funds
Split
17 FOR, 2 AGAINST
DIAMOND HILL INVESTMENT GROUP, INC. March 3, 2026 To approve on an advisory (non-binding) basis the compensation that may be paid or become payable to the Company's named executive officers that is based on or otherwise relates to the merger (referred to as the ''merger-related compensation proposal'').
Say-on-Pay
Board For FOR
5 funds
Split
5 FOR, 1 AGAINST
DICK'S Sporting Goods, Inc. June 10, 2026 Election of Directors, each for a term that expires in 2027: Anne Fink
Director Elections
Board For WITHHOLD
12 funds
Split
4 FOR, 4 WITHHOLD
DICK'S Sporting Goods, Inc. June 10, 2026 Election of Directors, each for a term that expires in 2027: Desiree Ralls-Morrison
Director Elections
Board For FOR
12 funds
Split
4 FOR, 4 WITHHOLD
DICK'S Sporting Goods, Inc. June 10, 2026 Election of Directors, each for a term that expires in 2027: Edward W. Stack
Director Elections
Board For FOR
12 funds
Split
4 FOR, 4 WITHHOLD
DICK'S Sporting Goods, Inc. June 10, 2026 Election of Directors, each for a term that expires in 2027: Emanuel Chirico
Director Elections
Board For FOR
12 funds
Split
4 FOR, 4 WITHHOLD
DICK'S Sporting Goods, Inc. June 10, 2026 Election of Directors, each for a term that expires in 2027: Larry Fitzgerald, Jr.
Director Elections
Board For FOR
12 funds
Split
4 FOR, 4 WITHHOLD
DICK'S Sporting Goods, Inc. June 10, 2026 Election of Directors, each for a term that expires in 2027: Lauren R. Hobart
Director Elections
Board For FOR
12 funds
Split
4 FOR, 4 WITHHOLD
DICK'S Sporting Goods, Inc. June 10, 2026 Election of Directors, each for a term that expires in 2027: Lawrence J. Schorr
Director Elections
Board For FOR
12 funds
Split
4 FOR, 4 WITHHOLD
DICK'S Sporting Goods, Inc. June 10, 2026 Election of Directors, each for a term that expires in 2027: Mark J. Barrenechea
Director Elections
Board For FOR
12 funds
Split
4 FOR, 4 WITHHOLD
DICK'S Sporting Goods, Inc. June 10, 2026 Election of Directors, each for a term that expires in 2027: Robert W. Eddy
Director Elections
Board For FOR
12 funds
Split
4 FOR, 4 WITHHOLD
DICK'S Sporting Goods, Inc. June 10, 2026 Election of Directors, each for a term that expires in 2027: Sandeep Mathrani
Director Elections
Board For FOR
12 funds
Split
4 FOR, 4 WITHHOLD
DICK'S Sporting Goods, Inc. June 10, 2026 Election of Directors, each for a term that expires in 2027: William J. Colombo
Director Elections
Board For FOR
12 funds
Split
4 FOR, 4 WITHHOLD
DIGITALBRIDGE GROUP, INC. April 23, 2026 To approve, on a non-binding, advisory basis, certain compensation that will or may be paid by DigitalBridge to its named executive officers that is based on or otherwise relates to the mergers.
Say-on-Pay
Board For AGAINST
8 funds
Split
1 FOR, 6 AGAINST
DIGITALBRIDGE GROUP, INC. May 28, 2026 To approve, on a non-binding, advisory basis, named executive officer compensation
Say-on-Pay
Board For AGAINST
8 funds
Split
4 FOR, 2 AGAINST
DILLARD'S, INC. May 28, 2026 NYSE PROPOSAL: TO APPROVE, FOR THE PURPOSES OF COMPLYING WITH SECTION 312.03(B)(I), SECTION 312.03(B)(II) AND SECTION 312.03(C) OF THE NEW YORK STOCK EXCHANGE LISTED COMPANY MANUAL, THE ISSUANCE OF (I) UP TO 41,496 SHARES OF CLASS A COMMON STOCK, PAR VALUE $0.01 PER SHARE, OF THE COMPANY, AND (II) UP TO 3,985,776 SHARES OF CLASS B COMMON STOCK, PAR VALUE $0.01 PER SHARE, OF THE COMPANY, IN CONNECTION WITH THE MERGER.
Extraordinary Transactions
Board For FOR
10 funds
Split
1 FOR, 2 ABSTAIN
DISTRIBUTION SOLUTIONS GROUP, INC. May 14, 2026 Approval of DSG's Amended and Restated 2026 Equity Compensation Plan
Compensation
Board For FOR
4 funds
Split
7 FOR, 1 AGAINST
DMC GLOBAL INC. May 13, 2026 Approval of the amendment and restatement of the Company's 2025 Omnibus Incentive Plan.
Compensation
Board For FOR
4 funds
Split
7 FOR, 1 AGAINST
DOLBY LABORATORIES, INC. February 3, 2026 Election of Directors: Anjali Sud
Director Elections
Board For FOR
9 funds
Split
2 FOR, 5 WITHHOLD
DOLBY LABORATORIES, INC. February 3, 2026 Election of Directors: Avadis Tevanian, Jr.
Director Elections
Board For FOR
9 funds
Split
2 FOR, 5 WITHHOLD
DOLBY LABORATORIES, INC. February 3, 2026 Election of Directors: David Dolby
Director Elections
Board For FOR
9 funds
Split
2 FOR, 5 WITHHOLD
DOLBY LABORATORIES, INC. February 3, 2026 Election of Directors: Emily Rollins
Director Elections
Board For FOR
9 funds
Split
2 FOR, 5 WITHHOLD
DOLBY LABORATORIES, INC. February 3, 2026 Election of Directors: Kevin Yeaman
Director Elections
Board For FOR
9 funds
Split
2 FOR, 5 WITHHOLD
DOLBY LABORATORIES, INC. February 3, 2026 Election of Directors: Peter Gotcher
Director Elections
Board For FOR
9 funds
Split
2 FOR, 5 WITHHOLD
DOLBY LABORATORIES, INC. February 3, 2026 Election of Directors: Simon Segars
Director Elections
Board For FOR
9 funds
Split
2 FOR, 5 WITHHOLD
DOLBY LABORATORIES, INC. February 3, 2026 Election of Directors: Tony Prophet
Director Elections
Board For FOR
9 funds
Split
2 FOR, 5 WITHHOLD
DOLLAR GENERAL CORPORATION May 28, 2026 To approve, on an advisory (non-binding) basis, the resolution regarding the compensation of Dollar General Corporation's named executive officers as disclosed in the proxy statement.
Say-on-Pay
Board For FOR
15 funds
Split
16 FOR, 2 AGAINST
DOLLAR TREE, INC. June 16, 2026 To approve, by a non-binding advisory vote, the compensation of the Company's named executive officers.
Say-on-Pay
Board For FOR
14 funds
Split
18 FOR, 1 AGAINST
DOLLAR TREE, INC. June 16, 2026 To ratify the selection of KPMG LLP as the Company's independent registered public accounting firm for the fiscal year 2026.
Audit-related
Board For FOR
13 funds
Split
18 FOR, 1 AGAINST
DOORDASH, INC. June 10, 2026 The election of the following director nominee(s): Alfred Lin
Director Elections
Board For FOR
12 funds
Split
10 FOR, 6 AGAINST
DOORDASH, INC. June 10, 2026 The election of the following director nominee(s): Shona L. Brown
Director Elections
Board For FOR
12 funds
Split
10 FOR, 7 AGAINST
DOORDASH, INC. June 10, 2026 The election of the following director nominee(s): Stanley Tang
Director Elections
Board For FOR
12 funds
Split
10 FOR, 6 AGAINST
DOUGLAS ELLIMAN INC. June 18, 2026 Advisory vote on executive compensation (the say-on-pay vote).
Say-on-Pay
Board For FOR
3 funds
Split
4 FOR, 1 AGAINST
DOVER CORPORATION May 8, 2026 To approve, on an advisory basis, named executive officer compensation.
Say-on-Pay
Board For FOR
15 funds
Split
18 FOR, 2 AGAINST
DOXIMITY, INC August 28, 2025 To approve, on a non-binding advisory basis, the compensation paid to the Company's named executive officers for the fiscal year ended March 31, 2025.
Say-on-Pay
Board For FOR
6 funds
Split
6 FOR, 1 AGAINST
DRAFTKINGS INC. May 12, 2026 To conduct a non-binding advisory vote on executive compensation.
Say-on-Pay
Board For FOR
9 funds
Split
2 FOR, 4 AGAINST
DREAM FINDERS HOMES, INC. June 8, 2026 Approval of the reincorporation of the Company to the State of Texas by conversion.
Extraordinary Transactions
Board For AGAINST
7 funds
Split
5 FOR, 1 AGAINST
DTE ENERGY COMPANY May 7, 2026 Provide a nonbinding vote to approve the Company's executive compensation
Say-on-Pay
Board For FOR
15 funds
Split
16 FOR, 2 AGAINST
DXC TECHNOLOGY COMPANY July 22, 2025 Ratification of the appointment of Deloitte & Touche LLP as our independent registered public accounting firm for the fiscal year ending March 31, 2026
Audit-related
Board For FOR
8 funds
Split
5 FOR, 1 AGAINST
Daily Journal Corporation February 24, 2026 Election of four Directors: John B. Frank
Director Elections
Board For FOR
4 funds
Split
6 FOR, 1 AGAINST
Daily Journal Corporation February 24, 2026 Election of four Directors: Mary Conlin
Director Elections
Board For AGAINST
4 funds
Split
6 FOR, 1 AGAINST
Daily Journal Corporation February 24, 2026 Election of four Directors: Rasool Rayani
Director Elections
Board For FOR
4 funds
Split
6 FOR, 1 AGAINST
Dave & Buster's Entertainment, Inc. June 18, 2026 Election of Directors: James P. Chambers
Director Elections
Board For FOR
6 funds
Split
1 FOR, 4 AGAINST
Dave Inc. June 2, 2026 Director Election: Dan Preston
Director Elections
Board For FOR
4 funds
Split
4 FOR, 2 WITHHOLD
Diebold Nixdorf, Incorporated May 22, 2026 Election of Directors: Arthur F. Anton
Director Elections
Board For FOR
8 funds
Split
4 FOR, 3 ABSTAIN
Diebold Nixdorf, Incorporated May 22, 2026 Election of Directors: Dr. Colin J. Parris
Director Elections
Board For FOR
8 funds
Split
4 FOR, 3 ABSTAIN
Diebold Nixdorf, Incorporated May 22, 2026 Election of Directors: Mark Gross
Director Elections
Board For FOR
8 funds
Split
4 FOR, 3 ABSTAIN
Diebold Nixdorf, Incorporated May 22, 2026 Election of Directors: Matthew J. Espe
Director Elections
Board For FOR
8 funds
Split
4 FOR, 3 ABSTAIN
Digi International Inc. January 30, 2026 Election of Directors: Ronald E. Konezny
Director Elections
Board For FOR
4 funds
Split
4 FOR, 2 AGAINST
Digi International Inc. January 30, 2026 Election of Directors: Satbir Khanuja, PhD
Director Elections
Board For FOR
4 funds
Split
4 FOR, 2 AGAINST
DigitalOcean Holdings, Inc. June 15, 2026 Election of Class II Directors: Warren Adelman
Director Elections
Board For FOR
7 funds
Split
5 FOR, 5 WITHHOLD
Distribution Solutions Group, Inc. May 14, 2026 Election of seven directors to serve one year: Bianca A. Rhodes
Director Elections
Board For FOR
4 funds
Split
4 FOR, 2 WITHHOLD
Distribution Solutions Group, Inc. May 14, 2026 Election of seven directors to serve one year: I. Steven Edelson
Director Elections
Board For FOR
4 funds
Split
4 FOR, 2 WITHHOLD
Distribution Solutions Group, Inc. May 14, 2026 Election of seven directors to serve one year: Lee S. Hillman
Director Elections
Board For FOR
4 funds
Split
4 FOR, 2 WITHHOLD
Distribution Solutions Group, Inc. May 14, 2026 Election of seven directors to serve one year: M. Bradley Wallace
Director Elections
Board For FOR
4 funds
Split
4 FOR, 2 WITHHOLD
Distribution Solutions Group, Inc. May 14, 2026 Election of seven directors to serve one year: Mark F. Moon
Director Elections
Board For WITHHOLD
4 funds
Split
4 FOR, 2 WITHHOLD
Distribution Solutions Group, Inc. May 14, 2026 Election of seven directors to serve one year: Robert S. Zamarripa
Director Elections
Board For FOR
4 funds
Split
4 FOR, 2 WITHHOLD
DocuSign, Inc. June 1, 2026 Election of Class II Directors: Cain A. Hayes
Director Elections
Board For FOR
13 funds
Split
5 FOR, 7 AGAINST
DocuSign, Inc. June 1, 2026 Election of Class II Directors: James Beer
Director Elections
Board For FOR
13 funds
Split
5 FOR, 7 AGAINST
Dollar Tree, Inc. June 16, 2026 Election of Directors: Cheryl W. Grise
Director Elections
Board For FOR
13 funds
Split
18 FOR, 1 AGAINST
Dollar Tree, Inc. June 16, 2026 Election of Directors: Edward J. Kelly, III
Director Elections
Board For FOR
13 funds
Split
18 FOR, 1 AGAINST
Dollar Tree, Inc. June 16, 2026 Election of Directors: Paul C. Hilal
Director Elections
Board For FOR
13 funds
Split
18 FOR, 1 AGAINST
Dollar Tree, Inc. June 16, 2026 Election of Directors: Stephanie P. Stahl
Director Elections
Board For FOR
13 funds
Split
18 FOR, 1 AGAINST
Dorian LPG Ltd. September 5, 2025 Election of Directors: Malcolm McAvity
Director Elections
Board For FOR
7 funds
Split
3 FOR, 1 WITHHOLD
Dream Finders Homes, Inc. June 8, 2026 Election of Directors: Leonard M. Sturm
Director Elections
Board For FOR
7 funds
Split
5 FOR, 1 AGAINST
Dream Finders Homes, Inc. June 8, 2026 Election of Directors: Megha H. Parekh
Director Elections
Board For AGAINST
7 funds
Split
5 FOR, 1 AGAINST
Dream Finders Homes, Inc. June 8, 2026 Election of Directors: Patrick O. Zalupski
Director Elections
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 November 1, 2026 from SEC Form N-PX filings.