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 |
|---|---|---|---|---|---|---|
| Nintendo Co., Ltd. | June 26, 2026 | Elect Yutaka Takenaga Director Elections |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| Northern Trust Corporation | April 21, 2026 | Election of Directors: Jay L. Henderson Director Elections |
Board | For | FOR 14 funds |
AGAINST 1 fund |
| ONE STOP SYSTEMS, INC. | May 13, 2026 | To approve, on a non-binding advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 1 fund |
| OPENDOOR TECHNOLOGIES INC. | June 11, 2026 | To approve, on an advisory (non-binding) basis, the compensation of our named executive officers (Say-on-Pay Vote). Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 1 fund |
| OSI Systems, Inc. | December 11, 2025 | Election of Directors: Gerald Chizever Director Elections |
Board | For | AGAINST 8 funds |
FOR 8 funds |
| Optimum Communications, Inc. | June 10, 2026 | Election of Directors: Dexter Goei Director Elections |
Board | For | FOR 7 funds |
AGAINST 6 funds |
| Orange S.A. | May 19, 2026 | Authority to Issue Performance Shares Capital Structure |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| PALANTIR TECHNOLOGIES INC. | June 3, 2026 | Elect Alexander Moore Director Elections |
Board | For | FOR 13 funds |
WITHHOLD 1 fund |
| PALANTIR TECHNOLOGIES INC. | June 3, 2026 | Elect Alexandra Schiff Director Elections |
Board | For | FOR 13 funds |
WITHHOLD 1 fund |
| PALANTIR TECHNOLOGIES INC. | June 3, 2026 | Elect Peter A. Thiel Director Elections |
Board | For | FOR 13 funds |
WITHHOLD 1 fund |
| PALLADYNE AI CORP. | June 8, 2026 | To elect one Class II director to hold office until our 2029 annual meeting of stockholders and his successor is elected and qualified. Dennis Weibling Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 5 funds |
| PAMT CORP | April 30, 2026 | Election of Directors: Lance K. Stewart Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 6 funds |
| PEAPACK-GLADSTONE FINANCIAL CORPORATION | April 29, 2026 | To approve on a non-binding basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 8 funds |
| PERRIGO COMPANY PLC | April 30, 2026 | To provide approval of the 2026 Long-Term Incentive Plan. Compensation |
Board | For | FOR 7 funds |
AGAINST 1 fund |
| PHIBRO ANIMAL HEALTH CORPORATION | November 4, 2025 | Ratification of the selection of PricewaterhouseCoopers LLP as the Company's independent registered public accounting firm for the fiscal year ending June 30, 2026. Audit-related |
Board | For | AGAINST 5 funds |
FOR 7 funds |
| PLAYTIKA HOLDING CORP. | June 11, 2026 | Advisory Vote to Approve the Compensation of Our Named Executive Officers ("Say-on-Pay" Proposal). Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 7 funds |
| PLIANT THERAPEUTICS, INC. | June 11, 2026 | To approve, by non-binding advisory vote, the resolution approving Named Executive Officer compensation. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| PPG Industries, Inc. | April 16, 2026 | Election of Directors: Catherine R. Smith Director Elections |
Board | For | AGAINST 14 funds |
FOR 19 funds |
| PUMA BIOTECHNOLOGY, INC. | June 11, 2026 | Approve an amendment to extend the expiration date until October 4, 2028 of a warrant held by Alan H. Auerbach, as described in the proxy statement. Capital Structure |
Board | For | FOR 2 funds |
AGAINST 6 funds |
| Pinnacle West Capital Corporation | May 14, 2026 | Elect Glynis A. Bryan Director Elections |
Board | For | FOR 14 funds |
WITHHOLD 1 fund |
| Prairie Operating Co. | June 3, 2026 | The election of each of the director nominees: Stephen Lee Director Elections |
Board | For | FOR 1 fund |
AGAINST 6 funds |
| Preformed Line Products Company | May 4, 2026 | To elect four directors, each for a term expiring in 2028: David C. Sunkle Director Elections |
Board | For | FOR 5 funds |
AGAINST 7 funds |
| Preformed Line Products Company | May 4, 2026 | To elect four directors, each for a term expiring in 2028: Glenn E. Corlett Director Elections |
Board | For | FOR 5 funds |
AGAINST 7 funds |
| PrimeEnergy Resources Corporation | June 10, 2026 | Election of Directors: H. Gifford Fong Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 6 funds |
| Prosus N.V. | August 20, 2025 | Elect Debra Meyer to the Board of Directors Director Elections |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| Prosus N.V. | August 20, 2025 | Elect Jacobus (Koos) P. Bekker to the Board of Directors Director Elections |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| Prosus N.V. | August 20, 2025 | Elect Nico Marais to the Board of Directors Director Elections |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| Prosus N.V. | August 20, 2025 | Elect Steve J.Z. Pacak to the Board of Directors Director Elections |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| Pulse Biosciences, Inc. | June 11, 2026 | Election of Directors: Manmeet S. Soni Director Elections |
Board | For | FOR 4 funds |
AGAINST 7 funds |
| QUICKLOGIC CORPORATION | May 7, 2026 | To approve, on a non-binding advisory basis, the compensation of QuickLogic's named executive officers. Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 1 fund |
| RACKSPACE TECHNOLOGY, INC. | June 18, 2026 | Non-binding advisory vote to approve the compensation of the Company's named executive officers as described in the proxy statement. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 7 funds |
| RAMACO RESOURCES, INC. | June 10, 2026 | To approve an amendment to the Ramaco Resources, Inc. Long-Term Incentive Plan ("LTIP") to increase the number of shares of Class A common stock subject to the LTIP by an additional 4,000,000 shares. Compensation |
Board | For | AGAINST 4 funds |
FOR 6 funds |
| REGENXBIO INC. | May 29, 2026 | To approve a stock option exchange for our executive employees. Compensation |
Board | For | FOR 4 funds |
AGAINST 6 funds |
| RENASANT CORPORATION | April 28, 2026 | Elect John M. Creekmore Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 1 fund |
| RENASANT CORPORATION | April 28, 2026 | Elect Neal A. Holland, Jr. Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 1 fund |
| RIGEL PHARMACEUTICALS, INC. | May 14, 2026 | To ratify the selection of Ernst & Young LLP as the independent registered public accounting firm of the Company for its fiscal year ending December 31, 2026. Audit-related |
Board | For | AGAINST 5 funds |
FOR 6 funds |
| ROOT, INC. | June 3, 2026 | To approve, on an advisory basis, our named executive officer compensation. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 5 funds |
| RXO, Inc. | May 12, 2026 | Election of Directors: Thomas Szlosek Director Elections |
Board | For | AGAINST 7 funds |
FOR 8 funds |
| Radiant Logistics, Inc. | November 13, 2025 | Election of Directors: Richard P. Palmieri Director Elections |
Board | For | AGAINST 2 funds |
FOR 6 funds |
| Rentokil Initial plc | May 7, 2026 | Remuneration Report Compensation |
Board | For | AGAINST 4 funds |
FOR 1 fund |
| Reservoir Media, Inc. | August 7, 2025 | Election of Directors: Neil de Gelder Director Elections |
Board | For | FOR 2 funds |
AGAINST 6 funds |
| Resolute Holdings Management, Inc. | June 11, 2026 | Election of Directors: Mark R. James Director Elections |
Board | For | FOR 3 funds |
WITHHOLD 7 funds |
| Resolute Holdings Management, Inc. | June 11, 2026 | Election of Directors: Thomas R. Knott Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 7 funds |
| Rheinmetall AG | May 12, 2026 | Remuneration Report Compensation |
Board | For | AGAINST 5 funds |
FOR 1 fund |
| Rimini Street, Inc. | June 3, 2026 | Election of Class III Directors: Steven Capelli Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 7 funds |
| SAGA COMMUNICATIONS, INC. | June 1, 2026 | To approve, by a non-binding advisory vote, a resolution approving the compensation of our named executive officers as described in the proxy statement. Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 1 fund |
| SAILPOINT INC | June 4, 2026 | To elect three Class I directors to hold office until the 2029 Annual Meeting of Stockholders or until their successors are duly elected and qualified: William Bock Director Elections |
Board | For | WITHHOLD 9 funds |
FOR 1 fund |
| SAREPTA THERAPEUTICS, INC. | June 4, 2026 | To elect, as Class I directors to hold office until the 2028 Annual Meeting of Stockholders and until their successors are elected and qualified or their earlier death, resignation or removal, the following director nominees: Douglas S. Ingram Director Elections |
Board | For | FOR 6 funds |
AGAINST 5 funds |
| SCHNEIDER NATIONAL, INC. | April 30, 2026 | Approval of amended and restated 2017 Schneider National, Inc. Omnibus Incentive Compensation Plan. Compensation |
Board | For | AGAINST 8 funds |
FOR 4 funds |
| SEAGATE TECHNOLOGY HOLDINGS PLC | October 25, 2025 | Election of Director: Michael R. Cannon Director Elections |
Board | For | AGAINST 11 funds |
FOR 1 fund |
| SEAGATE TECHNOLOGY HOLDINGS PLC | October 25, 2025 | Election of Director: Thomas A. Szlosek Director Elections |
Board | For | AGAINST 11 funds |
FOR 1 fund |
| SECURITY NATIONAL FINANCIAL CORPORATION | June 26, 2026 | The amendment of the Company's 2022 Equity Incentive Plan to provide that up to 500,000 of the shares previously authorized to be issued only as Class A common stock may instead be issued as Class C common stock. Compensation |
Board | For | AGAINST 2 funds |
FOR 5 funds |
| SERITAGE GROWTH PROPERTIES | June 9, 2026 | An advisory, non-binding resolution to approve the Company's executive compensation program for our named executive officers, as described in the proxy statement; Say-on-Pay |
Board | For | AGAINST 4 funds |
ABSTAIN 1 fund |
| SHARKNINJA INCORPORATION | June 18, 2026 | To approve, on a non-binding advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 14 funds |
FOR 9 funds |
| SHIFT4 PAYMENTS, INC. | June 12, 2026 | Approval, on an advisory (non-binding) basis, of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 11 funds |
FOR 7 funds |
| SITE CENTERS CORP. | May 13, 2026 | Election of Directors: John M. Cattonar Director Elections |
Board | For | AGAINST 4 funds |
FOR 6 funds |
| SIX FLAGS ENTERTAINMENT CORPORATION | May 26, 2026 | Confirm the appointment of Deloitte & Touche LLP as our independent registered public accounting firm; Audit-related |
Board | For | AGAINST 7 funds |
FOR 6 funds |
| SK hynix Inc. | March 25, 2026 | Elect KIM Zeong Won Director Elections |
Board | For | AGAINST 5 funds |
FOR 1 fund |
| SKYWORKS SOLUTIONS, INC. | May 13, 2026 | Election of Director to serve until the 2027 Annual Meeting of Stockholders: Christine King Director Elections |
Board | For | FOR 15 funds |
AGAINST 1 fund |
| SMITH-MIDLAND CORPORATION | August 1, 2025 | Election of directors: Matthew I. Smith Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 6 funds |
| SONIC AUTOMOTIVE, INC. | April 29, 2026 | Approval of the amendment and restatement of the Sonic Automotive, Inc. 2012 Formula Restricted Stock and Deferral Plan for Non-Employee Directors. Compensation |
Board | For | AGAINST 8 funds |
FOR 7 funds |
| SONY GROUP CORPORATION | June 23, 2026 | Elect Lin Tao @ Lin Imaizumi Director Elections |
Board | For | FOR 6 funds |
AGAINST 1 fund |
| SPYRE THERAPEUTICS INC. | May 27, 2026 | To approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 8 funds |
| STARZ ENTERTAINMENT CORP. | May 15, 2026 | Election of Directors: Bruce Mann Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 6 funds |
| STARZ ENTERTAINMENT CORP. | May 15, 2026 | Election of Directors: Ed Wilson Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 6 funds |
| STARZ ENTERTAINMENT CORP. | May 15, 2026 | Election of Directors: Emily Fine Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 6 funds |
| STARZ ENTERTAINMENT CORP. | May 15, 2026 | Election of Directors: Hardwick Simmons Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 6 funds |
| STARZ ENTERTAINMENT CORP. | May 15, 2026 | Election of Directors: Jeffrey A. Hirsch Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 6 funds |
| STARZ ENTERTAINMENT CORP. | May 15, 2026 | Election of Directors: Joshua Sapan Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 6 funds |
| STARZ ENTERTAINMENT CORP. | May 15, 2026 | Election of Directors: Mark H. Rachesky, M.D. Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 6 funds |
| STARZ ENTERTAINMENT CORP. | May 15, 2026 | Election of Directors: Michael Burns Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 6 funds |
| STARZ ENTERTAINMENT CORP. | May 15, 2026 | Election of Directors: Mignon Clyburn Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 6 funds |
| STEPSTONE GROUP INC | September 9, 2025 | To ratify the appointment of Ernst & Young LLP as the Company's independent registered public accounting firm for the fiscal year ending March 31, 2026. Audit-related |
Board | For | AGAINST 4 funds |
FOR 7 funds |
| STRATEGY INC | June 8, 2026 | To ratify, pursuant to Section 204 of the General Corporation Law of the State of Delaware, the filing and effectiveness of the Certificate of Amendment to the Certificate of Designations of the Company's 8.00% Series A Perpetual Strike Preferred Stock filed with the Secretary of State of the State of Delaware on July 7, 2025, and the amendment to the liquidation preference of such stock effectuated thereby. Capital Structure |
Board | For | FOR 9 funds |
AGAINST 7 funds |
| SUPER MICRO COMPUTER INC. | April 15, 2026 | To elect three Class I directors to hold office until the Annual Meeting of Stockholders following their year 2008 or until their successors are duly elected and qualified. Charles Liang Director Elections |
Board | For | FOR 14 funds |
WITHHOLD 11 funds |
| SYNAPTICS INCORPORATED | October 28, 2025 | Proposal to approve the Company's amended and restated 2019 Equity and Incentive Compensation Plan. Compensation |
Board | For | AGAINST 7 funds |
FOR 12 funds |
| Samsung Electronics Co., Ltd. | March 18, 2026 | Elect KIM Yong Kwan Director Elections |
Board | For | AGAINST 5 funds |
FOR 1 fund |
| Satellogic Inc. | December 8, 2025 | Election of Directors: Ted Wang Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 7 funds |
| Satellogic Inc. | June 3, 2026 | Election of Directors: Tom Killalea Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 7 funds |
| Seacoast Banking Corporation of Florida | May 20, 2026 | Elect Randolph A. Moore, III Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 1 fund |
| ServiceNow, Inc. | May 21, 2026 | Election of Directors: Joseph Larry Quinlan Director Elections |
Board | For | FOR 12 funds |
AGAINST 1 fund |
| Shin-Etsu Chemical Co.,Ltd. | June 26, 2026 | Elect Takashi Hibino Director Elections |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| Siemens AG | February 12, 2026 | Increase in Authorised Capital (Employee Participation) Capital Structure |
Board | For | FOR 6 funds |
AGAINST 1 fund |
| Siemens Healthineers AG | February 5, 2026 | Authority to Issue Convertible Debt Instruments; Increase in Conditional Capital Capital Structure |
Board | For | AGAINST 5 funds |
FOR 1 fund |
| Silvercrest Asset Management Group Inc. | June 3, 2026 | The election as director of the nominee listed below: Brian D. Dunn Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 6 funds |
| SkyWater Technology, Inc. | June 10, 2026 | Election of Directors: Dennis J. Goetz Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 7 funds |
| Smart Sand, Inc. | June 2, 2026 | Election of Directors: Timothy J. Pawlenty Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 1 fund |
| Smurfit WestRock Plc | May 1, 2026 | Election of Directors: Ken Bowles Director Elections |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| Snowflake Inc. | July 2, 2025 | Election of Class II Directors for term expiring in 2028: Michael L. Speiser Director Elections |
Board | For | FOR 10 funds |
WITHHOLD 1 fund |
| Snowflake Inc. | June 29, 2026 | Election of Class III Directors for term expiring in 2029: Teresa Briggs Director Elections |
Board | For | FOR 10 funds |
WITHHOLD 1 fund |
| Societe Generale | May 27, 2026 | Authority to Issue Performance Shares (Employees Excluding Identified Staff) Capital Structure |
Board | For | FOR 6 funds |
AGAINST 1 fund |
| Societe Generale | May 27, 2026 | Authority to Issue Performance Shares (Identified Staff) Capital Structure |
Board | For | FOR 6 funds |
AGAINST 1 fund |
| Societe Generale | May 27, 2026 | Elect Jerome Contamine Director Elections |
Board | For | FOR 6 funds |
AGAINST 1 fund |
| Sonic Automotive, Inc. | April 29, 2026 | Election of Directors: R. Eugene Taylor Director Elections |
Board | For | FOR 8 funds |
AGAINST 7 funds |
| Sonic Automotive, Inc. | April 29, 2026 | Election of Directors: William I. Belk Director Elections |
Board | For | FOR 8 funds |
AGAINST 7 funds |
| Southern Copper Corporation | May 29, 2026 | Election of Directors: Enrique Castillo Sanchez Mejorada Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 4 funds |
| Southern Copper Corporation | May 29, 2026 | Election of Directors: Javier Arrigunaga Gomez del Campo Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 4 funds |
| Southern Copper Corporation | May 29, 2026 | Election of Directors: Leonardo Contreras Lerdo de Tejada Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 4 funds |
| Southwest Airlines Co. | May 7, 2026 | Election of Directors: Lisa M. Atherton Director Elections |
Board | For | AGAINST 14 funds |
FOR 20 funds |
| Southwest Airlines Co. | May 7, 2026 | Election of Directors: Patricia A. Watson Director Elections |
Board | For | AGAINST 14 funds |
FOR 20 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.