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 |
|---|---|---|---|---|---|---|
| HeartBeam, Inc. | July 11, 2025 | Election of Directors: Richard Ferrari Director Elections |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| Hitachi, Ltd. | June 24, 2026 | Elect Mitsuaki Nishiyama Director Elections |
Board | For | FOR 6 funds |
AGAINST 1 fund |
| IMAX Corporation | June 10, 2026 | Election of Directors Election of the ten nominees for the Board of Directors: Jennifer Wong Director Elections |
Board | For | AGAINST 2 funds |
FOR 8 funds |
| INGLES MARKETS, INCORPORATED | April 30, 2026 | Company's proposal to approve, by non-binding vote, executive compensation of the Company's named executive officers. Say-on-Pay |
Board | Contested | AGAINST 8 funds |
FOR 3 funds |
| INTUITIVE SURGICAL, INC. | April 30, 2026 | To approve the amendment and restatement of the Company's Amended and Restated 2010 Incentive Award Plan. Compensation |
Board | For | AGAINST 15 funds |
FOR 23 funds |
| IZEA WORLDWIDE, INC. | December 10, 2025 | To approve on a non-binding advisory basis, the compensation paid to IZEA's named executive officers. Say-on-Pay |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| ImmunityBio, Inc. | June 9, 2026 | Election of Directors: Linda Maxwell, M.D. Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 8 funds |
| InnovAge Holding Corp. | December 4, 2025 | Election of Class II Directors: James G. Carlson Director Elections |
Board | For | FOR 3 funds |
WITHHOLD 7 funds |
| Ispire Technology Inc. | June 23, 2026 | Election of Directors: Christopher Robert Burch Director Elections |
Board | For | FOR 1 fund |
AGAINST 6 funds |
| Ispire Technology Inc. | June 23, 2026 | Election of Directors: Jiangyan Zhu Director Elections |
Board | For | FOR 1 fund |
AGAINST 6 funds |
| Ispire Technology Inc. | June 23, 2026 | Election of Directors: John Fargis Director Elections |
Board | For | FOR 1 fund |
AGAINST 6 funds |
| Ispire Technology Inc. | June 23, 2026 | Election of Directors: Tuanfang Liu Director Elections |
Board | For | AGAINST 1 fund |
FOR 6 funds |
| J & J Snack Foods Corp. | February 12, 2026 | Election of Directors: Mary M. Meder Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 6 funds |
| JPMorgan Chase & Co. | May 19, 2026 | Election of directors. Mark A. Weinberger Director Elections |
Board | For | FOR 14 funds |
AGAINST 1 fund |
| James Hardie Industries plc | October 29, 2025 | Approve Increase in NEDs' Fee Cap Compensation |
Board | None | AGAINST 3 funds |
FOR 1 fund |
| James Hardie Industries plc | October 29, 2025 | Elect Gary E. Hendrickson Director Elections |
Board | For | AGAINST 3 funds |
FOR 1 fund |
| James Hardie Industries plc | October 29, 2025 | Elect Howard C. Heckes Director Elections |
Board | For | AGAINST 3 funds |
FOR 1 fund |
| James Hardie Industries plc | October 29, 2025 | Equity Grant (CEO Aaron Erter - FY2026 ROCE RSUs) Compensation |
Board | For | AGAINST 3 funds |
FOR 1 fund |
| James Hardie Industries plc | October 29, 2025 | Re-elect Anne H. Lloyd Director Elections |
Board | For | AGAINST 3 funds |
FOR 1 fund |
| James Hardie Industries plc | October 29, 2025 | Re-elect Peter-John (PJ) Davis Director Elections |
Board | For | AGAINST 3 funds |
FOR 1 fund |
| James Hardie Industries plc | October 29, 2025 | Re-elect Rada Rodriguez Director Elections |
Board | For | AGAINST 3 funds |
FOR 1 fund |
| James Hardie Industries plc | October 29, 2025 | Remuneration Report Compensation |
Board | For | AGAINST 3 funds |
FOR 1 fund |
| Johnson Controls International plc | March 4, 2026 | Election of Directors: W. Roy Dunbar Director Elections |
Board | For | FOR 12 funds |
AGAINST 1 fund |
| KITE REALTY GROUP TRUST | May 14, 2026 | Election of Trustees: Steven P. Grimes Director Elections |
Board | For | AGAINST 10 funds |
FOR 9 funds |
| KRONOS WORLDWIDE, INC. | May 13, 2026 | Election of Directors: Cecil H. Moore, Jr. Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 5 funds |
| KRYSTAL BIOTECH, INC. | May 15, 2026 | Approval of the Company's Non-Employee Director Compensation Policy. Compensation |
Board | For | AGAINST 5 funds |
FOR 8 funds |
| Kaltura, Inc. | June 24, 2026 | Election of Directors: Richard Levandov Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 6 funds |
| Kawasaki Heavy Industries, Ltd. | June 25, 2026 | Elect Atsuko Kakihara Director Elections |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| Kawasaki Heavy Industries, Ltd. | June 25, 2026 | Elect Ichiro Imai Director Elections |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| Kawasaki Heavy Industries, Ltd. | June 25, 2026 | Elect Katsuya Yamamoto Director Elections |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| Kewaunee Scientific Corporation | August 27, 2025 | Election of Directors - Class III: Margaret B. Pyle Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 1 fund |
| L'Air Liquide S.A. | May 5, 2026 | 2026 Remuneration Policy (Board of Directors) Compensation |
Board | For | AGAINST 5 funds |
FOR 1 fund |
| LAMAR ADVERTISING COMPANY | May 14, 2026 | Approval of an amendment and restatement of the Company's 2019 Employee Stock Purchase Plan. Compensation |
Board | For | AGAINST 16 funds |
FOR 11 funds |
| LANZATECH GLOBAL, INC. | July 28, 2025 | To approve an amendment to the Certificate of Incorporation to decrease the par value of the Common Stock from $0.0001 to $0.000001 (the ''Par Value Proposal''). Capital Structure |
Board | For | FOR 2 funds |
AGAINST 6 funds |
| LANZATECH GLOBAL, INC. | July 28, 2025 | To approve, on an advisory (non-binding) basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 6 funds |
| LATTICE SEMICONDUCTOR CORPORATION | May 1, 2026 | To approve on a non-binding, advisory basis, our Named Executive Officer's compensation. Say-on-Pay |
Board | For | AGAINST 14 funds |
FOR 13 funds |
| LEMONADE, INC. | June 3, 2026 | To approve on an advisory (non-binding) basis the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 6 funds |
| LENNAR CORPORATION | April 8, 2026 | Approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 14 funds |
FOR 20 funds |
| LIMONEIRA COMPANY | March 25, 2026 | To vote on an advisory resolution to approve the compensation of the Named Executive Officers as disclosed in this proxy statement ("Proposal 2"); Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 7 funds |
| LINEAGE, INC. | June 9, 2026 | Advisory (non-binding) approval of the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 5 funds |
| LIONSGATE STUDIOS CORP. | March 17, 2026 | Election of Directors: Emily Fine Director Elections |
Board | For | WITHHOLD 9 funds |
FOR 5 funds |
| LIONSGATE STUDIOS CORP. | March 17, 2026 | Election of Directors: Gordon Crawford Director Elections |
Board | For | WITHHOLD 9 funds |
FOR 5 funds |
| LIONSGATE STUDIOS CORP. | March 17, 2026 | Election of Directors: John D. Harkey Director Elections |
Board | For | WITHHOLD 9 funds |
FOR 5 funds |
| LIONSGATE STUDIOS CORP. | March 17, 2026 | Election of Directors: Jon Feltheimer Director Elections |
Board | For | WITHHOLD 9 funds |
FOR 5 funds |
| LIONSGATE STUDIOS CORP. | March 17, 2026 | Election of Directors: Mark H. Rachesky Director Elections |
Board | For | WITHHOLD 9 funds |
FOR 5 funds |
| LIONSGATE STUDIOS CORP. | March 17, 2026 | Election of Directors: Richard Rosenblatt Director Elections |
Board | For | WITHHOLD 9 funds |
FOR 5 funds |
| LIONSGATE STUDIOS CORP. | March 17, 2026 | Election of Directors: Susan McCaw Director Elections |
Board | For | WITHHOLD 9 funds |
FOR 5 funds |
| LIONSGATE STUDIOS CORP. | March 17, 2026 | Election of Directors: Yvette Ostolaza Director Elections |
Board | For | WITHHOLD 9 funds |
FOR 5 funds |
| LIVE NATION ENTERTAINMENT, INC. | June 11, 2026 | To hold an advisory vote on the company's executive compensation. Say-on-Pay |
Board | For | AGAINST 14 funds |
FOR 1 fund |
| LIVE OAK BANCSHARES, INC. | May 19, 2026 | Omnibus Stock Incentive Plan. Proposal to approve the Live Oak Bancshares, Inc. 2026 Omnibus Stock Incentive Plan. Compensation |
Board | For | AGAINST 4 funds |
FOR 7 funds |
| LUMENT FINANCE TRUST, INC. | June 10, 2026 | Approval, on an advisory basis, of the compensation of our named executive officers, as described in the proxy statement under "Executive Compensation." Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 5 funds |
| LUMENTUM HOLDINGS INC. | November 19, 2025 | To approve the 2025 Equity Incentive Plan. Compensation |
Board | For | AGAINST 12 funds |
FOR 10 funds |
| LVMH Moet Hennessy Louis Vuitton SE | April 23, 2026 | Authority to Grant Stock Options Capital Structure |
Board | For | AGAINST 6 funds |
FOR 1 fund |
| LVMH Moet Hennessy Louis Vuitton SE | April 23, 2026 | Authority to Issue Performance Shares Capital Structure |
Board | For | AGAINST 6 funds |
FOR 1 fund |
| LVMH Moet Hennessy Louis Vuitton SE | April 23, 2026 | Elect Marie-Josee Kravis Director Elections |
Board | For | FOR 6 funds |
AGAINST 1 fund |
| LVMH Moet Hennessy Louis Vuitton SE | April 23, 2026 | Special Auditors Report on Regulated Agreements Audit-related |
Board | For | AGAINST 6 funds |
FOR 1 fund |
| Lakeland Financial Corporation | April 14, 2026 | ELECTION OF DIRECTORS: A. Faraz Abbasi Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 6 funds |
| Lakeland Financial Corporation | April 14, 2026 | ELECTION OF DIRECTORS: Bradley J. Toothaker Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 6 funds |
| Legacy Housing Corporation | December 18, 2025 | Election of Directors: Curtis D. Hodgson Director Elections |
Board | For | AGAINST 4 funds |
FOR 6 funds |
| Linde Plc | July 29, 2025 | Election of Directors: Dr. Victoria Ossadnik Director Elections |
Board | For | AGAINST 13 funds |
FOR 23 funds |
| Lumentum Holdings Inc. | November 19, 2025 | Election of Directors: Julia S. Johnson Director Elections |
Board | For | AGAINST 12 funds |
FOR 10 funds |
| MEDICINOVA, INC. | June 23, 2026 | To approve an amendment to the Company's Restated Certificate of Incorporation to increase the number of shares of common stock that the company is authorized to issue from 100,000,000 to 247,000,000. Capital Structure |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| MERCURY SYSTEMS, INC. | October 22, 2025 | To approve our 2025 Long Term Incentive Plan. Compensation |
Board | For | AGAINST 7 funds |
FOR 8 funds |
| MILLICOM INTERNATIONAL CELLULAR S.A. | May 20, 2026 | To re-elect Pierre Alain Allemand as a Director for a term ending at the annual general meeting to be held in 2027 (the "2027 AGM").* Director Elections |
Board | For | AGAINST 5 funds |
FOR 1 fund |
| MVB FINANCIAL CORP. | May 19, 2026 | To amend the MVB Financial Corp. 2022 Stock Incentive Plan to increase the number of shares authorized for issuance under the Plan. Compensation |
Board | For | AGAINST 2 funds |
FOR 6 funds |
| MVB FINANCIAL CORP. | May 19, 2026 | To approve on a non-binding, advisory basis, the compensation of our named executive officers. ("Say on Pay"). Compensation |
Board | For | AGAINST 3 funds |
FOR 6 funds |
| MainStreet Bancshares, Inc. | May 21, 2026 | elect four directors for a term of three years each or until their successors are elected and qualify: Jeff W. Dick Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 1 fund |
| Medical Properties Trust, Inc. | May 28, 2026 | To elect nine directors: D. Paul Sparks, Jr. Director Elections |
Board | For | AGAINST 10 funds |
FOR 4 funds |
| MercadoLibre, Inc. | June 9, 2026 | Election of Directors: Stelleo Passos Tolda Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 1 fund |
| Meta Platforms, Inc. | May 27, 2026 | Elect Andrew W. Houston Director Elections |
Board | For | WITHHOLD 15 funds |
FOR 1 fund |
| Meta Platforms, Inc. | May 27, 2026 | Elect Marc L. Andreessen Director Elections |
Board | For | FOR 15 funds |
WITHHOLD 1 fund |
| Meta Platforms, Inc. | May 27, 2026 | Elect Nancy Killefer Director Elections |
Board | For | WITHHOLD 15 funds |
FOR 1 fund |
| Meta Platforms, Inc. | May 27, 2026 | Elect Peggy Alford Director Elections |
Board | For | FOR 15 funds |
WITHHOLD 1 fund |
| Meta Platforms, Inc. | May 27, 2026 | Elect Tony Xu Director Elections |
Board | For | WITHHOLD 15 funds |
FOR 1 fund |
| Mid Penn Bancorp, Inc. | May 12, 2026 | Election of Directors: John E. Noone Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 6 funds |
| Millrose Properties, Inc. | May 18, 2026 | Election of Directors: Carlos A. Migoya (Chair) Director Elections |
Board | For | AGAINST 8 funds |
FOR 4 funds |
| Millrose Properties, Inc. | May 18, 2026 | Election of Directors: Kathleen B. Lynch Director Elections |
Board | For | AGAINST 8 funds |
FOR 4 funds |
| Mitsubishi Estate Company, Limited | June 26, 2026 | Elect Toru Kimura Director Elections |
Board | For | FOR 6 funds |
AGAINST 1 fund |
| Mitsubishi Estate Company, Limited | June 26, 2026 | Elect Yuji Fujioka Director Elections |
Board | For | FOR 6 funds |
AGAINST 1 fund |
| Mitsubishi UFJ Financial Group, Inc. | June 26, 2026 | Elect Norio Kanie Director Elections |
Board | For | FOR 6 funds |
AGAINST 1 fund |
| Mitsubishi UFJ Financial Group, Inc. | June 26, 2026 | Elect Takayuki Yasuda Director Elections |
Board | For | FOR 6 funds |
AGAINST 1 fund |
| Mitsubishi UFJ Financial Group, Inc. | June 26, 2026 | Elect Teruhisa Ueda Director Elections |
Board | For | FOR 6 funds |
AGAINST 1 fund |
| Mobileye Global Inc. | June 18, 2026 | Election of Directors: Patrick Bombach Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 2 funds |
| Modiv Industrial, Inc. | July 23, 2025 | Election of Directors: Kimberly Smith Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 1 fund |
| Monarch Casino & Resort, Inc. | May 27, 2026 | Election of Directors: Craig F. Sullivan Director Elections |
Board | For | FOR 5 funds |
AGAINST 5 funds |
| NAPCO Security Technologies, Inc. | December 8, 2025 | Election of Directors: David Paterson Director Elections |
Board | For | FOR 5 funds |
WITHHOLD 7 funds |
| NAVAN, INC. | June 25, 2026 | Elect Ariel Cohen Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 1 fund |
| NAVAN, INC. | June 25, 2026 | Elect Benjamin A. Horowitz Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 1 fund |
| NAVAN, INC. | June 25, 2026 | Elect Michael R. Kourey Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 1 fund |
| NEC Corporation | June 19, 2026 | Elect Kunikazu Amemiya Director Elections |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| NEXTNRG INC. | December 29, 2025 | To approve a change in our state of incorporation from Delaware to Nevada. Extraordinary Transactions |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| NIQ GLOBAL INTELLIGENCE PLC | May 21, 2026 | To elect, by separate resolutions, the following four Class I director nominees to the board of directors, to serve until the conclusion of the Company's 2029 annual general meeting: Gabriela Weiss Director Elections |
Board | For | AGAINST 9 funds |
FOR 2 funds |
| NORTHPOINTE BANCSHARES, INC. | May 13, 2026 | Election of Directors: David S. Hooker Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 6 funds |
| NORTHPOINTE BANCSHARES, INC. | May 13, 2026 | Election of Directors: Robert W. DeVlieger II Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 6 funds |
| NOVAVAX, INC. | June 18, 2026 | Amendment and restatement of the Novavax, Inc. 2013 Employee Stock Purchase Plan, as amended (the ''ESPP''), to increase the number of shares of Common Stock available for issuance under the ESPP by 1,000,000 shares, such that the number of shares available for issuance is the lesser of (a) 3,375,888 shares of Common Stock increased on January 1 of each year by 5% of the share pool and (b) 4,820,564 shares of Common Stock. Compensation |
Board | For | AGAINST 5 funds |
FOR 8 funds |
| NSTS BANCORP, INC. | May 27, 2026 | Election of Directors for a term expiring at the 2029 Annual Meeting: Apolonio Arenas Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 1 fund |
| NSTS BANCORP, INC. | May 27, 2026 | Election of Directors for a term expiring at the 2029 Annual Meeting: Thomas J. Kneesel Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 1 fund |
| NVIDIA CORPORATION | June 24, 2026 | Election of Directors. Aarti Shah Director Elections |
Board | For | AGAINST 15 funds |
FOR 1 fund |
| National Beverage Corp. | October 3, 2025 | Election of Directors: Stanley M. Sheridan Director Elections |
Board | For | FOR 5 funds |
WITHHOLD 6 funds |
| New Fortress Energy Inc. | June 17, 2026 | To amend the Certificate of Incorporation to provide that holders of shares of Class A common stock of the Company will not be entitled to vote on any amendment to the Certificate of Incorporation (including any certificate of designations and any other applicable designation of capital stock) that relates solely to the terms of one or more outstanding series of shares of preferred stock or other classes or series of capital stock if the holders of such affected classes or series are entitled, either separately or together with the holders of one or more other such classes or series, to vote thereon pursuant to the Certificate of Incorporation (including any certificate of designations and any other applicable designation of capital stock) or pursuant to the General Corporation Law of the State of Delaware; Capital Structure |
Board | For | FOR 5 funds |
AGAINST 5 funds |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 18, 2026 from SEC Form N-PX filings.