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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

2,622 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
CONFLUENT, INC. February 12, 2026 To approve, on a non-binding, advisory basis, the compensation that will or may become payable by Confluent, Inc. to its named executive officers in connection with the merger contemplated by the merger agreement.
Say-on-Pay
Board For FOR
10 funds
Split
2 FOR, 4 AGAINST
CONSOLIDATED EDISON, INC. May 18, 2026 Advisory vote to approve named executive officer compensation.
Say-on-Pay
Board For FOR
15 funds
Split
18 FOR, 1 AGAINST
CONSOLIDATED EDISON, INC. May 18, 2026 Election of Directors: Deirdre Stanley
Director Elections
Board For FOR
13 funds
Split
18 FOR, 1 AGAINST
CONSOLIDATED EDISON, INC. May 18, 2026 Election of Directors: John F. Killian
Director Elections
Board For FOR
13 funds
Split
18 FOR, 1 AGAINST
CONSOLIDATED EDISON, INC. May 18, 2026 Election of Directors: Karol V. Mason
Director Elections
Board For FOR
13 funds
Split
18 FOR, 1 AGAINST
CONSOLIDATED EDISON, INC. May 18, 2026 Election of Directors: Linda S. Sanford
Director Elections
Board For FOR
13 funds
Split
18 FOR, 1 AGAINST
CONSOLIDATED EDISON, INC. May 18, 2026 Election of Directors: Michael W. Ranger
Director Elections
Board For FOR
13 funds
Split
18 FOR, 1 AGAINST
CONSOLIDATED EDISON, INC. May 18, 2026 Election of Directors: Timothy P. Cawley
Director Elections
Board For FOR
13 funds
Split
18 FOR, 1 AGAINST
CONSOLIDATED EDISON, INC. May 18, 2026 Ratification of appointment of independent accountants.
Audit-related
Board For FOR
13 funds
Split
18 FOR, 1 AGAINST
CONSOLIDATED WATER CO. LTD. June 1, 2026 The approval of an Ordinary Resolution, attached as Exhibit A to the Proxy Statement, authorizing an increase of the share capital of the Company from (i) CI$12.5 million divided into 24,800,000 Ordinary Shares of par value CI$0.50 each and 200,000 Redeemable Preference Shares of par value CI$0.50 each to (ii) CI$25 million divided into 49,800,000 Ordinary Shares of par value CI$0.50 each and 200,000 Redeemable Preference Shares of par value CI$0.50.
Capital Structure
Board For FOR
2 funds
Split
5 FOR, 1 AGAINST
CONSTELLATION BRANDS, INC. July 15, 2025 To approve, by an advisory vote, the compensation of the Company's named executive officers as disclosed in the Proxy Statement.
Say-on-Pay
Board For FOR
17 funds
Split
16 FOR, 2 AGAINST
CONSTELLIUM SE May 21, 2026 Re-appointment of Mr. John Ormerod as a director for a term of three years
Director Elections
Board For FOR
4 funds
Split
4 FOR, 2 AGAINST
CONSUMER PORTFOLIO SERVICES, INC. November 19, 2025 To approve the Company's 2025 Equity Incentive Plan.
Compensation
Board For FOR
2 funds
Split
4 FOR, 1 AGAINST
CONTANGO ORE, INC. March 17, 2026 The Share Increase Proposal - To approve the increase of the number of authorized Contango Shares from 45,000,000 shares to 250,000,000 shares and the related amendment to the Certificate of Incorporation of Contango, as amended (the "Charter") that will be set forth in a Certificate of Amendment to the Charter.
Capital Structure
Board For FOR
2 funds
Split
4 FOR, 1 AGAINST
CONTANGO SILVER & GOLD INC. June 18, 2026 Election of Directors: Brad Juneau
Director Elections
Board For WITHHOLD
2 funds
Split
1 FOR, 4 WITHHOLD
CONTANGO SILVER & GOLD INC. June 18, 2026 Election of Directors: Michael Cinnamond
Director Elections
Board For FOR
2 funds
Split
4 FOR, 1 WITHHOLD
COPART, INC. December 5, 2025 To approve, on an advisory (non-binding) basis, the compensation of our named executive officers for the fiscal year ended July 31, 2025.
Say-on-Pay
Board For FOR
15 funds
Split
19 FOR, 1 AGAINST
CORCEPT THERAPEUTICS INCORPORATED May 21, 2026 To approve an amendment to the Corcept Therapeutics Incorporated 2024 Incentive Award Plan to increase the number of shares available thereunder and clarify certain other language in the plan.
Compensation
Board For AGAINST
11 funds
Split
1 FOR, 3 AGAINST
CORE LABORATORIES INC. May 12, 2026 To re-elect two current Class I Directors to serve under the terms and conditions described within the proxy statement until our annual meeting in 2029 and until their successors shall have been duly elected and qualified; Harvey Klingensmith
Director Elections
Board For FOR
7 funds
Split
3 FOR, 1 WITHHOLD
CORE MOLDING TECHNOLOGIES, INC. May 14, 2026 To approve an amendment to the Core Molding Technologies, Inc. 2021 Long-Term Equity Incentive Plan.
Compensation
Board For FOR
2 funds
Split
6 FOR, 1 AGAINST
CORE SCIENTIFIC, INC. May 12, 2026 To approve, on a non-binding, advisory basis, the compensation of our named executive officers.
Say-on-Pay
Board For AGAINST
6 funds
Split
4 FOR, 3 AGAINST
CORPAY, INC. May 7, 2026 Advisory vote to approve named executive officer compensation.
Say-on-Pay
Board For AGAINST
15 funds
Split
2 FOR, 16 AGAINST
CORPAY, INC. May 7, 2026 Elect Directors nominated by the Board of Directors for a one-year term: Annabelle Bexiga
Director Elections
Board For FOR
13 funds
Split
16 FOR, 1 AGAINST
CORPAY, INC. May 7, 2026 Elect Directors nominated by the Board of Directors for a one-year term: Hala G. Moddelmog
Director Elections
Board For FOR
13 funds
Split
16 FOR, 1 AGAINST
CORPAY, INC. May 7, 2026 Elect Directors nominated by the Board of Directors for a one-year term: Joseph W. Farrelly
Director Elections
Board For FOR
13 funds
Split
1 FOR, 16 AGAINST
CORPAY, INC. May 7, 2026 Elect Directors nominated by the Board of Directors for a one-year term: Steven T. Stull
Director Elections
Board For FOR
13 funds
Split
16 FOR, 1 AGAINST
CORPAY, INC. May 7, 2026 Elect Directors nominated by the Board of Directors for a one-year term: Thomas M. Hagerty
Director Elections
Board For FOR
13 funds
Split
16 FOR, 1 AGAINST
CORTEVA INC. April 28, 2026 Advisory resolution to approve executive compensation of the Company's named executive officers.
Say-on-Pay
Board For FOR
15 funds
Split
22 FOR, 1 AGAINST
CORVEL CORPORATION August 7, 2025 To approve the 2025 Stock Incentive Plan.
Compensation
Board For FOR
6 funds
Split
3 FOR, 3 AGAINST
COSTAR GROUP, INC. June 23, 2026 Proposal to approve, on an advisory basis, the Company's executive compensation.
Say-on-Pay
Board For AGAINST
16 funds
Split
20 FOR, 1 AGAINST
COSTCO WHOLESALE CORPORATION January 15, 2026 Ratification of selection of independent auditors.
Audit-related
Board For FOR
13 funds
Split
17 FOR, 1 AGAINST
COTERRA ENERGY INC. May 4, 2026 To adopt and approve the Agreement and Plan of Merger, dated as of February 1, 2026 (as amended from time to time, the ''Merger Agreement''), by and among Coterra Energy Inc. (''Coterra''), Devon Energy Corporation (''Devon'') and Cubs Merger Sub, Inc., a Delaware corporation and a direct wholly-owned subsidiary of Devon (''Merger Sub''), the merger of Merger Sub into Coterra (the ''merger'') and the other transactions contemplated by the Merger Agreement (the ''Coterra Merger Proposal'');
Extraordinary Transactions
Board For FOR
14 funds
Split
11 FOR, 8 ABSTAIN
COTERRA ENERGY INC. May 4, 2026 To approve, on a non-binding advisory basis, the compensation that may be paid or become payable to Coterra's named executive officers that is based on or otherwise relates to the merger (the ''Advisory Compensation Proposal''); and
Say-on-Pay
Board For FOR
15 funds
Split
19 FOR, 1 AGAINST
COUCHBASE, INC. September 9, 2025 To adopt the Agreement and Plan of Merger (as it may be amended from time to time), dated as of June 20, 2025, by and among Cascade Parent Inc., Cascade Merger Sub Inc., and Couchbase, Inc. (the "merger agreement").
Extraordinary Transactions
Board For FOR
4 funds
Split
4 FOR, 1 ABSTAIN
CRACKER BARREL OLD COUNTRY STORE, INC. November 20, 2025 To approve an amendment to the Cracker Barrel Old Country Store, Inc. 2020 Omnibus Incentive Plan.
Compensation
Board Contested FOR
7 funds
Split
5 FOR, 1 AGAINST
CREDIT ACCEPTANCE CORPORATION June 10, 2026 Advisory vote to approve named executive officer compensation.
Say-on-Pay
Board For FOR
13 funds
Split
2 FOR, 5 AGAINST
CRESCENT ENERGY COMPANY December 12, 2025 To approve the issuance of shares of Class A common stock, par value $0.0001 per share, of Crescent Energy Company ("Crescent") in connection with the transactions contemplated by that certain Agreement and Plan of Merger, dated August 24, 2025, by and among Crescent, Vital Energy, Inc., Venus Merger Sub I Inc. and Venus Merger Sub II LLC (the "Crescent Issuance Proposal").
Extraordinary Transactions
Board For FOR
7 funds
Split
3 FOR, 1 ABSTAIN
CRINETICS PHARMACEUTICALS, INC. June 18, 2026 To elect three directors to serve as Class II directors for a three-year term to expire at the 2029 annual meeting of shareholders; Caren Deardorf
Director Elections
Board For FOR
4 funds
Split
4 FOR, 3 WITHHOLD
CRISPR THERAPEUTICS AG June 4, 2026 Binding vote on maximum equity for members of the Board of Directors from the 2026 Annual General Meeting to the 2027 annual general meeting of shareholders.
Compensation
Board For AGAINST
5 funds
Split
3 FOR, 4 AGAINST
CRISPR THERAPEUTICS AG June 4, 2026 Binding vote on maximum equity for members of the Executive Committee from the 2026 Annual General Meeting to the 2027 annual general meeting of shareholders.
Compensation
Board For AGAINST
5 funds
Split
3 FOR, 4 AGAINST
CRISPR THERAPEUTICS AG June 4, 2026 Binding vote on maximum non- performance-related compensation for members of the Board of Directors from the 2026 Annual General Meeting to the 2027 annual general meeting of shareholders.
Compensation
Board For FOR
5 funds
Split
5 FOR, 2 AGAINST
CRISPR THERAPEUTICS AG June 4, 2026 Binding vote on maximum variable compensation for members of the Executive Committee for the current year ending December 31, 2026.
Compensation
Board For FOR
5 funds
Split
5 FOR, 2 AGAINST
CRISPR THERAPEUTICS AG June 4, 2026 Non-binding advisory vote on the 2025 Compensation Report.
Say-on-Pay
Board For AGAINST
5 funds
Split
3 FOR, 4 AGAINST
CRISPR THERAPEUTICS AG June 4, 2026 Non-binding advisory vote on the compensation paid to the Company's named executive officers under U.S. securities law requirements.
Say-on-Pay
Board For AGAINST
6 funds
Split
3 FOR, 4 AGAINST
CRISPR THERAPEUTICS AG June 4, 2026 Re-election of Briggs W. Morrison, M.D.
Director Elections
Board For FOR
5 funds
Split
3 FOR, 4 AGAINST
CRISPR THERAPEUTICS AG June 4, 2026 Re-election of Christian Rommel, Ph.D.
Director Elections
Board For FOR
5 funds
Split
6 FOR, 2 AGAINST
CRISPR THERAPEUTICS AG June 4, 2026 Re-election of Douglas A. Treco, Ph.D.
Director Elections
Board For FOR
5 funds
Split
2 FOR, 5 AGAINST
CRISPR THERAPEUTICS AG June 4, 2026 Re-election of Katherine A. High, M.D.
Director Elections
Board For FOR
5 funds
Split
6 FOR, 2 AGAINST
CRISPR THERAPEUTICS AG June 4, 2026 Re-election of Maria Fardis, Ph.D.
Director Elections
Board For FOR
5 funds
Split
6 FOR, 2 AGAINST
CRISPR THERAPEUTICS AG June 4, 2026 Re-election of Sandesh Mahatme, LL.M.
Director Elections
Board For AGAINST
5 funds
Split
6 FOR, 2 AGAINST
CRISPR THERAPEUTICS AG June 4, 2026 Re-election of Simeon J. George, M.D.
Director Elections
Board For FOR
5 funds
Split
6 FOR, 2 AGAINST
CROWN CASTLE INC. May 20, 2026 The non-binding, advisory vote to approve the compensation of the Company's named executive officers.
Say-on-Pay
Board For FOR
16 funds
Split
18 FOR, 1 AGAINST
CSG SYSTEMS INTERNATIONAL, INC. January 30, 2026 To approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to the named executive officers of CSG in connection with the consummation of the merger; and
Say-on-Pay
Board For FOR
8 funds
Split
3 FOR, 4 AGAINST
CSX CORPORATION May 12, 2026 Advisory (non-binding) resolution to approve compensation for the Company's named executive officers.
Say-on-Pay
Board For FOR
14 funds
Split
16 FOR, 2 AGAINST
CSX Corporation May 12, 2026 Election of Directors: John J. Zillmer
Director Elections
Board For FOR
12 funds
Split
5 FOR, 13 AGAINST
CTO REALTY GROWTH, INC. June 17, 2026 Election of Directors: Mr. Christopher J. Drew
Director Elections
Board For FOR
4 funds
Split
4 FOR, 1 ABSTAIN
CTO REALTY GROWTH, INC. June 17, 2026 Election of Directors: Mr. Christopher W. Haga
Director Elections
Board For FOR
4 funds
Split
4 FOR, 1 ABSTAIN
CTO REALTY GROWTH, INC. June 17, 2026 Election of Directors: Mr. George R. Brokaw
Director Elections
Board For AGAINST
4 funds
Split
4 FOR, 1 ABSTAIN
CTO REALTY GROWTH, INC. June 17, 2026 Election of Directors: Mr. R. Blakeslee Gable
Director Elections
Board For FOR
4 funds
Split
4 FOR, 1 ABSTAIN
CTO REALTY GROWTH, INC. June 17, 2026 Election of Directors: Ms. Laura M. Franklin
Director Elections
Board For FOR
4 funds
Split
4 FOR, 1 ABSTAIN
CUBESMART May 19, 2026 To cast an advisory vote to approve our executive compensation.
Say-on-Pay
Board For FOR
15 funds
Split
2 FOR, 5 AGAINST, 1 ABSTAIN
CUMMINS INC. May 12, 2026 Advisory vote to approve the compensation of our named executive officers as disclosed in the proxy statement.
Say-on-Pay
Board For FOR
15 funds
Split
20 FOR, 1 AGAINST
CUSTOMERS BANCORP, INC. May 26, 2026 Election of three Class III Directors: Steven J. Zuckerman
Director Elections
Board For FOR
9 funds
Split
4 FOR, 1 AGAINST
CUSTOMERS BANCORP, INC. May 26, 2026 To approve a non-binding advisory resolution on named executive officer compensation.
Say-on-Pay
Board For FOR
10 funds
Split
4 FOR, 1 AGAINST
Cable One, Inc. May 14, 2026 Election of Directors: Katharine B. Weymouth
Director Elections
Board For FOR
7 funds
Split
4 FOR, 2 AGAINST
Cadiz Inc. June 18, 2026 ELECTION OF DIRECTORS: Barbara A. Lloyd
Director Elections
Board For FOR
2 funds
Split
4 FOR, 1 WITHHOLD
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

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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.