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
2,622 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.
| Company | Meeting | Proposal | On the ballot from | Board recommended | Charles Schwab | Equitable |
|---|---|---|---|---|---|---|
| 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 |
| 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 |
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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.