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 |
|---|---|---|---|---|---|---|
| Everest Group, Ltd. | May 13, 2026 | Election of Directors for a term to end in 2027: Laura Hay Director Elections |
Board | For | FOR 12 funds |
Split 20 FOR, 1 AGAINST |
| Exelon Corporation | April 28, 2026 | Election of Directors: Anna Richo Director Elections |
Board | For | FOR 13 funds |
Split 19 FOR, 1 AGAINST |
| Exelon Corporation | April 28, 2026 | Election of Directors: Bryan Segedi Director Elections |
Board | For | FOR 13 funds |
Split 19 FOR, 1 AGAINST |
| Exelon Corporation | April 28, 2026 | Election of Directors: Calvin G. Butler, Jr. Director Elections |
Board | For | FOR 13 funds |
Split 19 FOR, 1 AGAINST |
| Exelon Corporation | April 28, 2026 | Election of Directors: Charisse Lillie Director Elections |
Board | For | FOR 13 funds |
Split 19 FOR, 1 AGAINST |
| Exelon Corporation | April 28, 2026 | Election of Directors: David DeWalt Director Elections |
Board | For | FOR 13 funds |
Split 19 FOR, 1 AGAINST |
| Exelon Corporation | April 28, 2026 | Election of Directors: Linda Jojo Director Elections |
Board | For | FOR 13 funds |
Split 19 FOR, 1 AGAINST |
| Exelon Corporation | April 28, 2026 | Election of Directors: Marjorie Rodgers Cheshire Director Elections |
Board | For | FOR 13 funds |
Split 19 FOR, 1 AGAINST |
| Exelon Corporation | April 28, 2026 | Election of Directors: Matthew Rogers Director Elections |
Board | For | FOR 13 funds |
Split 19 FOR, 1 AGAINST |
| Expand Energy Corporation | June 4, 2026 | Election of Directors: Matthew M. Gallagher Director Elections |
Board | For | FOR 13 funds |
Split 18 FOR, 1 AGAINST |
| Expedia Group, Inc. | June 17, 2026 | Election of Directors: Alex von Furstenberg Director Elections |
Board | For | WITHHOLD 13 funds |
Split 9 FOR, 8 WITHHOLD |
| Expedia Group, Inc. | June 17, 2026 | Election of Directors: Alexandr Wang Director Elections |
Board | For | WITHHOLD 13 funds |
Split 3 FOR, 15 WITHHOLD |
| Expedia Group, Inc. | June 17, 2026 | Election of Directors: Barry Diller Director Elections |
Board | For | FOR 13 funds |
Split 9 FOR, 8 WITHHOLD |
| Expedia Group, Inc. | June 17, 2026 | Election of Directors: Beverly Anderson Director Elections |
Board | For | FOR 13 funds |
Split 9 FOR, 8 WITHHOLD |
| Expedia Group, Inc. | June 17, 2026 | Election of Directors: Chelsea Clinton Director Elections |
Board | For | FOR 13 funds |
Split 9 FOR, 8 WITHHOLD |
| Expedia Group, Inc. | June 17, 2026 | Election of Directors: Craig Jacobson Director Elections |
Board | For | WITHHOLD 13 funds |
Split 2 FOR, 15 WITHHOLD |
| Expedia Group, Inc. | June 17, 2026 | Election of Directors: Dara Khosrowshahi Director Elections |
Board | For | FOR 13 funds |
Split 4 FOR, 13 WITHHOLD |
| F5, INC. | March 12, 2026 | Approve the F5, Inc. 2026 Incentive Award Plan. Compensation |
Board | For | FOR 14 funds |
Split 19 FOR, 1 AGAINST |
| FACTSET RESEARCH SYSTEMS INC. | December 18, 2025 | To approve the FactSet Research Systems Inc. 2025 Omnibus Incentive Plan. Compensation |
Board | For | FOR 15 funds |
Split 12 FOR, 9 AGAINST |
| FARMERS NATIONAL BANC CORP. | April 16, 2026 | To elect four Class I directors to serve for terms of three years to expire at the Annual Meeting of Shareholders to be held in 2029: Gregory C. Bestic Director Elections |
Board | For | FOR 2 funds |
Split 4 FOR, 1 WITHHOLD |
| FASTENAL COMPANY | April 23, 2026 | Approval, by non-binding vote, of executive compensation. Say-on-Pay |
Board | For | FOR 19 funds |
Split 20 FOR, 3 AGAINST |
| FATE THERAPEUTICS, INC. | June 12, 2026 | To approve a proposal to amend and restate the Company's 2022 Stock Option and Incentive Plan to increase the number of shares of common stock reserved for issuance thereunder. Compensation |
Board | For | FOR 2 funds |
Split 4 FOR, 2 AGAINST |
| FEDERAL REALTY INVESTMENT TRUST | May 6, 2026 | To approve, on a non-binding, advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 18 funds |
Split 19 FOR, 1 AGAINST |
| FEDEX CORPORATION | September 29, 2025 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | FOR 15 funds |
Split 12 FOR, 4 AGAINST |
| FIDELITY NAT'L INFORMATION SERVICES,INC. | June 10, 2026 | To approve, on an advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 18 funds |
Split 10 FOR, 9 AGAINST |
| FIDELITY NAT'L INFORMATION SERVICES,INC. | June 10, 2026 | To ratify the appointment of KPMG LLP as the Company's independent registered public accounting firm for 2026. Audit-related |
Board | For | FOR 15 funds |
Split 19 FOR, 1 AGAINST |
| FIRST BANCORP | May 6, 2026 | To adopt the First BanCorp. 2026 Omnibus Incentive Plan. Compensation |
Board | For | FOR 4 funds |
Split 8 FOR, 1 ABSTAIN |
| FIRST BUSEY CORPORATION | May 20, 2026 | To approve the First Busey Corporation Second Amended 2020 Equity Incentive Plan. Compensation |
Board | For | FOR 7 funds |
Split 6 FOR, 1 ABSTAIN |
| FIRST CAPITAL, INC. | May 18, 2026 | Election of Directors: William W. Harrod Director Elections |
Board | For | FOR 2 funds |
Split 4 FOR, 1 AGAINST |
| FIRST SOLAR, INC. | May 13, 2026 | Advisory vote to approve the compensation of our named executive officers Say-on-Pay |
Board | For | FOR 14 funds |
Split 18 FOR, 2 AGAINST |
| FIRST WATCH RESTAURANT GROUP, INC. | May 20, 2026 | To approve, on a non-binding, advisory basis, the compensation paid to the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
Split 3 FOR, 1 AGAINST |
| FIRST WESTERN FINANCIAL, INC. | June 3, 2026 | Advisory, non-binding vote to approve the compensation paid to the Company's named executive officers. Say-on-Pay |
Board | For | FOR 3 funds |
Split 5 FOR, 1 AGAINST |
| FIRSTCASH HOLDINGS, INC. | June 9, 2026 | Approve the reincorporation of the Company to the State of Texas by conversion. Extraordinary Transactions |
Board | For | FOR 9 funds |
Split 4 FOR, 5 AGAINST |
| FISERV, INC. | May 21, 2026 | To ratify the appointment of Deloitte & Touche LLP as the independent registered public accounting firm of Fiserv, Inc. for 2026. Audit-related |
Board | For | FOR 14 funds |
Split 18 FOR, 1 AGAINST |
| FLAGSTAR BANK, N.A. | June 9, 2026 | An advisory vote to approve, on a non-binding basis, compensation of our named executive officers disclosed in the accompanying proxy statement. Say-on-Pay |
Board | For | FOR 13 funds |
Split 5 FOR, 3 AGAINST |
| FLUOR CORPORATION | May 6, 2026 | An advisory vote to approve the company's executive compensation. Say-on-Pay |
Board | For | FOR 11 funds |
Split 9 FOR, 1 AGAINST |
| FLUSHING FINANCIAL CORPORATION | April 2, 2026 | A proposal to approve, on a non-binding, advisory basis, the compensation that Flushing's named executive officers may receive in connection with the mergers pursuant to agreements or arrangements with Flushing (the "Flushing compensation proposal") Say-on-Pay |
Board | For | FOR 5 funds |
Split 6 FOR, 1 AGAINST |
| FLYWIRE CORPORATION | June 2, 2026 | Elect three directors to serve as Class II directors until the 2029 Annual Meeting of Stockholders Alex Finkelstein Director Elections |
Board | For | FOR 4 funds |
Split 4 FOR, 3 WITHHOLD |
| FMC CORPORATION | April 28, 2026 | Approval, by non-binding vote, of executive compensation. Say-on-Pay |
Board | For | FOR 12 funds |
Split 4 FOR, 1 AGAINST |
| FORTIVE CORPORATION | June 9, 2026 | To approve on an advisory basis Fortive's named executive officer compensation. Say-on-Pay |
Board | For | FOR 15 funds |
Split 18 FOR, 1 AGAINST |
| FOX FACTORY HOLDING CORP. | May 8, 2026 | To approve, on an advisory basis, the resolution approving the compensation of Fox Factory Holding Corp.'s named executive officers. Say-on-Pay |
Board | For | FOR 7 funds |
Split 4 FOR, 2 AGAINST |
| FRANKLIN BSP REALTY TRUST, INC. | June 8, 2026 | ADVISORY VOTE ON THE COMPENSATION OF THE COMPANY'S NAMED EXECUTIVE OFFICERS Say-on-Pay |
Board | For | FOR 8 funds |
Split 4 FOR, 1 AGAINST |
| FRANKLIN ELECTRIC CO., INC. | May 8, 2026 | Elect Victor D. Grizzle and Alok Maskara as directors for terms expiring at the 2029 Annual Meeting of Shareholders. Victor D. Grizzle Director Elections |
Board | For | FOR 8 funds |
Split 3 FOR, 3 AGAINST |
| FREEPORT-MCMORAN INC. | June 10, 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, 1 AGAINST |
| FRESH DEL MONTE PRODUCE INC. | June 4, 2026 | Elect two director nominees for a three-year term expiring at the 2029 Annual General Meeting of Shareholders: Michael J. Berthelot Director Elections |
Board | For | FOR 7 funds |
Split 3 FOR, 1 AGAINST |
| FRESHWORKS INC. | May 28, 2026 | To approve, on an advisory basis, the compensation of our named executive officers, as disclosed in the proxy statement. Say-on-Pay |
Board | For | AGAINST 5 funds |
Split 3 FOR, 4 AGAINST |
| FULCRUM THERAPEUTICS INC | June 24, 2026 | Election of three Class I directors, nominated by our board of directors, each to serve for a three-year term expiring at the 2029 annual meeting of stockholders; Sonja Banks Director Elections |
Board | For | FOR 4 funds |
Split 5 FOR, 1 WITHHOLD |
| FULGENT GENETICS, INC. | May 14, 2026 | Election of Directors: Michael Nohaile, Ph.D. Director Elections |
Board | For | WITHHOLD 7 funds |
Split 3 FOR, 2 WITHHOLD |
| FULGENT GENETICS, INC. | May 14, 2026 | Election of Directors: Ming Hsieh Director Elections |
Board | For | FOR 7 funds |
Split 3 FOR, 2 WITHHOLD |
| FVCBANKCORP INC. | May 20, 2026 | To approve, in an advisory (non-binding) vote, the Company's named executive officer compensation disclosed in the Proxy Statement. Say-on-Pay |
Board | For | AGAINST 3 funds |
Split 4 FOR, 1 AGAINST |
| Fastenal Company | April 23, 2026 | Election of Directors: Daniel L. Johnson Director Elections |
Board | For | FOR 17 funds |
Split 22 FOR, 1 AGAINST |
| Fastenal Company | April 23, 2026 | Election of Directors: Hsenghung Sam Hsu Director Elections |
Board | For | FOR 17 funds |
Split 22 FOR, 1 AGAINST |
| Fastenal Company | April 23, 2026 | Election of Directors: Irene A. Quarshie Director Elections |
Board | For | FOR 17 funds |
Split 22 FOR, 1 AGAINST |
| Fastenal Company | April 23, 2026 | Election of Directors: Michael J. Ancius Director Elections |
Board | For | FOR 17 funds |
Split 22 FOR, 1 AGAINST |
| Fastenal Company | April 23, 2026 | Election of Directors: Rita J. Heise Director Elections |
Board | For | FOR 17 funds |
Split 22 FOR, 1 AGAINST |
| Fastenal Company | April 23, 2026 | Election of Directors: Stephen L. Eastman Director Elections |
Board | For | FOR 17 funds |
Split 22 FOR, 1 AGAINST |
| Fate Therapeutics, Inc. | June 12, 2026 | Election of Class I Directors: Karin Jooss, Ph.D. Director Elections |
Board | For | FOR 2 funds |
Split 4 FOR, 2 WITHHOLD |
| Fate Therapeutics, Inc. | June 12, 2026 | Election of Class I Directors: Robert S. Epstein, M.D., M.S. Director Elections |
Board | For | FOR 2 funds |
Split 4 FOR, 2 WITHHOLD |
| Fennec Pharmaceuticals Inc. | June 10, 2026 | 2026 EQUITY INDUCEMENT PLAN To consider, and if deemed advisable, ratify and approve the adoption of Fennec's 2026 Equity Inducement Plan. Compensation |
Board | For | FOR 1 fund |
Split 6 FOR, 1 AGAINST |
| Fennec Pharmaceuticals Inc. | June 10, 2026 | AMENDMENT TO 2020 EQUITY INCENTIVE PLAN To consider, and if deemed advisable, approve an increase in the number of Common Shares which are reserved for issuance under Fennec's 2020 Equity Incentive Plan. Compensation |
Board | For | FOR 1 fund |
Split 6 FOR, 1 AGAINST |
| Fidelity National Information Services, Inc. | June 10, 2026 | Election of Directors: Lisa A. Hook Director Elections |
Board | For | FOR 15 funds |
Split 18 FOR, 1 AGAINST |
| First Advantage Corporation | June 5, 2026 | To elect three Class II director nominees listed in this Proxy Statement: Bridgett R. Price Director Elections |
Board | For | FOR 4 funds |
Split 4 FOR, 3 WITHHOLD |
| First Community Corporation | November 19, 2025 | To consider and vote upon a proposal to approve the Agreement and Plan of Merger dated as of July 13, 2025, by and among First Community Corporation, First Community Bank, and Signature Bank of Georgia, under which Signature Bank will be merged with and into First Community Bank, and the transactions contemplated by the merger agreement, including the issuance of shares of First Community common stock in the merger, which is also being submitted for approval pursuant to applicable Nasdaq listing rules, which we refer to as the First Community merger proposal. A copy of the merger agreement is attached to the accompanying joint proxy statement/prospectus as Appendix A. Extraordinary Transactions |
Board | For | FOR 2 funds |
Split 5 FOR, 1 ABSTAIN |
| FirstCash Holdings, Inc. | June 9, 2026 | Election of Directors: Randel G. Owen Director Elections |
Board | For | FOR 9 funds |
Split 4 FOR, 5 AGAINST |
| Foghorn Therapeutics Inc. | June 24, 2026 | Elect Class III directors each for a three-year term: B. Lynne Parshall Director Elections |
Board | For | FOR 2 funds |
Split 5 FOR, 1 AGAINST |
| Foghorn Therapeutics Inc. | June 24, 2026 | Elect Class III directors each for a three-year term: Balkrishan (Simba) Gill, Ph.D. Director Elections |
Board | For | FOR 2 funds |
Split 5 FOR, 1 AGAINST |
| Ford Motor Company | May 14, 2026 | Election of Directors: Adriana Cisneros Director Elections |
Board | For | FOR 14 funds |
Split 9 FOR, 7 AGAINST |
| Ford Motor Company | May 14, 2026 | Election of Directors: Alexandra Ford English Director Elections |
Board | For | FOR 14 funds |
Split 9 FOR, 7 AGAINST |
| Ford Motor Company | May 14, 2026 | Election of Directors: Beth E. Mooney Director Elections |
Board | For | FOR 14 funds |
Split 9 FOR, 7 AGAINST |
| Ford Motor Company | May 14, 2026 | Election of Directors: Henry Ford III Director Elections |
Board | For | FOR 14 funds |
Split 9 FOR, 7 AGAINST |
| Ford Motor Company | May 14, 2026 | Election of Directors: James D. Farley, Jr. Director Elections |
Board | For | FOR 14 funds |
Split 9 FOR, 7 AGAINST |
| Ford Motor Company | May 14, 2026 | Election of Directors: John B. Veihmeyer Director Elections |
Board | For | FOR 14 funds |
Split 9 FOR, 7 AGAINST |
| Ford Motor Company | May 14, 2026 | Election of Directors: John C. May Director Elections |
Board | For | FOR 14 funds |
Split 9 FOR, 7 AGAINST |
| Ford Motor Company | May 14, 2026 | Election of Directors: John L. Thornton Director Elections |
Board | For | FOR 14 funds |
Split 9 FOR, 7 AGAINST |
| Ford Motor Company | May 14, 2026 | Election of Directors: John S. Weinberg Director Elections |
Board | For | FOR 14 funds |
Split 9 FOR, 7 AGAINST |
| Ford Motor Company | May 14, 2026 | Election of Directors: Jon M. Huntsman, Jr. Director Elections |
Board | For | AGAINST 14 funds |
Split 9 FOR, 7 AGAINST |
| Ford Motor Company | May 14, 2026 | Election of Directors: Kimberly A. Casiano Director Elections |
Board | For | FOR 14 funds |
Split 9 FOR, 7 AGAINST |
| Ford Motor Company | May 14, 2026 | Election of Directors: Lynn Radakovich Director Elections |
Board | For | FOR 14 funds |
Split 9 FOR, 7 AGAINST |
| Ford Motor Company | May 14, 2026 | Election of Directors: William Clay Ford, Jr. Director Elections |
Board | For | FOR 14 funds |
Split 9 FOR, 7 AGAINST |
| Ford Motor Company | May 14, 2026 | Election of Directors: William E. Kennard Director Elections |
Board | For | AGAINST 14 funds |
Split 9 FOR, 7 AGAINST |
| Ford Motor Company | May 14, 2026 | Election of Directors: William W. Helman IV Director Elections |
Board | For | FOR 14 funds |
Split 9 FOR, 7 AGAINST |
| Fortrea Holdings Inc. | June 9, 2026 | Election of Directors: Peter M. Neupert Director Elections |
Board | For | FOR 8 funds |
Split 3 FOR, 2 AGAINST |
| Fortune Brands Innovations, Inc. | May 5, 2026 | Advisory vote to approve named executive officer compensation Say-on-Pay |
Board | For | FOR 13 funds |
Split 8 FOR, 1 AGAINST |
| Fortune Brands Innovations, Inc. | May 5, 2026 | Election of Class II Directors: Brendan M. Foley Director Elections |
Board | For | FOR 12 funds |
Split 8 FOR, 1 AGAINST |
| Fortune Brands Innovations, Inc. | May 5, 2026 | Election of Class II Directors: Stephanie L. Pugliese Director Elections |
Board | For | FOR 12 funds |
Split 8 FOR, 1 AGAINST |
| Franklin BSP Realty Trust, Inc. | June 8, 2026 | Election of Directors: Elizabeth K. Tuppeny Director Elections |
Board | For | FOR 7 funds |
Split 4 FOR, 1 AGAINST |
| FrontView REIT, Inc. | May 27, 2026 | Election of Directors: Elizabeth Frank Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 4 WITHHOLD |
| FutureFuel Corp. | November 11, 2025 | To elect two directors of the Corporation to serve a three-year term expiring 2028: Donald C. Bedell Director Elections |
Board | For | FOR 2 funds |
Split 4 FOR, 1 WITHHOLD |
| GATX CORPORATION | April 24, 2026 | APPROVAL OF AN AMENDMENT AND RESTATEMENT OF THE 2012 INCENTIVE AWARD PLAN Compensation |
Board | For | FOR 9 funds |
Split 10 FOR, 1 AGAINST |
| GCI LIBERTY, INC. | May 11, 2026 | The say-on-pay proposal, to approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 1 fund |
Split 1 FOR, 4 AGAINST |
| GE Aerospace | May 5, 2026 | Election of Directors: Darren McDew Director Elections |
Board | For | FOR 13 funds |
Split 18 FOR, 1 AGAINST |
| GE Aerospace | May 5, 2026 | Election of Directors: H. Lawrence Culp, Jr. Director Elections |
Board | For | FOR 13 funds |
Split 18 FOR, 1 AGAINST |
| GE Aerospace | May 5, 2026 | Election of Directors: Margaret Billson Director Elections |
Board | For | FOR 13 funds |
Split 18 FOR, 1 AGAINST |
| GE Aerospace | May 5, 2026 | Election of Directors: Sebastien Bazin Director Elections |
Board | For | FOR 13 funds |
Split 18 FOR, 1 AGAINST |
| GE Aerospace | May 5, 2026 | Election of Directors: Thomas Horton Director Elections |
Board | For | FOR 13 funds |
Split 18 FOR, 1 AGAINST |
| GE HealthCare Technologies Inc. | May 7, 2026 | Election of Directors: Kevin A. Lobo Director Elections |
Board | For | FOR 14 funds |
Split 10 FOR, 9 AGAINST |
| GENERAC HOLDINGS INC. | June 11, 2026 | Election of Class II Directors: Bennett J. Morgan Director Elections |
Board | For | FOR 15 funds |
Split 8 FOR, 8 AGAINST |
| GENTEX CORPORATION | May 21, 2026 | To approve the Gentex Corporation 2026 Omnibus Incentive Plan. Compensation |
Board | For | FOR 12 funds |
Split 7 FOR, 2 AGAINST |
| GENTHERM INCORPORATED | May 14, 2026 | Approval of the Amendment to the Gentherm Incorporated 2023 Equity Incentive Plan. Compensation |
Board | For | FOR 7 funds |
Split 5 FOR, 1 ABSTAIN |
| GENUINE PARTS COMPANY | April 27, 2026 | Advisory Vote On Executive Compensation Say-on-Pay |
Board | For | FOR 16 funds |
Split 15 FOR, 2 AGAINST |
← Previous Page 9 of 22 Next →
How items are matched and positions counted: see the comparison table and the methodology. Built November 1, 2026 from SEC Form N-PX filings.