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 |
|---|---|---|---|---|---|---|
| Southwest Airlines Co. | May 7, 2026 | Election of Directors: Rakesh Gangwal Director Elections |
Board | For | AGAINST 14 funds |
FOR 20 funds |
| Steven Madden, Ltd. | May 20, 2026 | Elect Peter A. Davis Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 1 fund |
| Steven Madden, Ltd. | May 20, 2026 | Elect Peter Migliorini Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 1 fund |
| Steven Madden, Ltd. | May 20, 2026 | Elect Rose Peabody Lynch Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 1 fund |
| Strawberry Fields REIT, Inc. | May 7, 2026 | Election of Directors: Mark Myers Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 6 funds |
| Strawberry Fields REIT, Inc. | May 7, 2026 | Election of Directors: Stanford Gertz Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 6 funds |
| Strawberry Fields REIT, Inc. | May 7, 2026 | Election of Directors: Ted Lerman Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 6 funds |
| Sumitomo Mitsui Financial Group, Inc. | June 26, 2026 | Elect Honami Matsugasaki Director Elections |
Board | For | FOR 6 funds |
AGAINST 1 fund |
| Sumitomo Mitsui Financial Group, Inc. | June 26, 2026 | Elect Kazuyuki Anchi Director Elections |
Board | For | FOR 6 funds |
AGAINST 1 fund |
| Sumitomo Mitsui Financial Group, Inc. | June 26, 2026 | Elect Takeshi Mikami Director Elections |
Board | For | FOR 6 funds |
AGAINST 1 fund |
| TEADS HOLDING CO. | May 14, 2026 | Approve, on an advisory basis, the compensation of our named executive officers, described in the proxy statement. Say-on-Pay |
Board | For | FOR 2 funds |
AGAINST 6 funds |
| TECHTARGET, INC. | June 11, 2026 | Election of Directors: Perfecto Sanchez Director Elections |
Board | For | AGAINST 4 funds |
FOR 5 funds |
| TECHTARGET, INC. | June 11, 2026 | Election of Directors: Sally Ashford Director Elections |
Board | For | FOR 4 funds |
AGAINST 5 funds |
| TELOS CORPORATION | May 7, 2026 | AMENDMENT TO THE AMENDED AND RESTATED 2016 OMNIBUS LONG-TERM INCENTIVE PLAN: To approve Amendment No. 2 to the Amended and Restated 2016 Omnibus Long-Term Incentive Plan of the Company, substantially in the form attached hereto as Exhibit A (the "Plan Amendment"). Compensation |
Board | For | AGAINST 4 funds |
FOR 6 funds |
| THE CARLYLE GROUP INC. | June 3, 2026 | Approval of The Carlyle Group Inc. Amended and Restated 2012 Equity Incentive Plan Compensation |
Board | For | AGAINST 12 funds |
FOR 9 funds |
| THE HACKETT GROUP INC | April 30, 2026 | Election of Director: John R. Harris Director Elections |
Board | For | FOR 5 funds |
AGAINST 7 funds |
| TOLL BROTHERS, INC. | March 10, 2026 | Election of Directors: Wendell E. Pritchett Director Elections |
Board | For | AGAINST 12 funds |
FOR 7 funds |
| TOWNEBANK | May 20, 2026 | Election of Director For term expiring in 2029: Douglas D. Ellis Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 2 funds |
| TOWNEBANK | May 20, 2026 | Election of Director For term expiring in 2029: Jeffrey F. Benson Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 2 funds |
| TOWNSQUARE MEDIA, INC. | May 11, 2026 | Advisory approval of the 2025 compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| TOYOTA MOTOR CORPORATION | June 17, 2026 | Elect Yoichi Miyazaki Director Elections |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| TPG RE FINANCE TRUST, INC. | May 19, 2026 | Ratification of the appointment of Deloitte & Touche LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2026. Audit-related |
Board | For | AGAINST 7 funds |
FOR 5 funds |
| TRADEWEB MARKETS INC. | May 19, 2026 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 15 funds |
FOR 7 funds |
| TRAVELZOO | April 20, 2026 | Vote to approve option grant to General Manager, U.S. Compensation |
Board | For | FOR 2 funds |
AGAINST 6 funds |
| TRAVELZOO | April 20, 2026 | Vote to approve option grant to Head of Engineering. Compensation |
Board | For | FOR 2 funds |
AGAINST 6 funds |
| TRIMAS CORPORATION | May 20, 2026 | Approval, on a non-binding advisory basis, of the compensation paid to the Company's Named Executive Officers. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 5 funds |
| TRUEBLUE, INC | May 11, 2026 | Advisory (Non-Binding) vote Approving Executive Compensation Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 6 funds |
| Tecnicas Reunidas, S.A. | June 25, 2026 | Elect Alfredo Bonet Baiget Director Elections |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| Tecnicas Reunidas, S.A. | June 25, 2026 | Elect Silvia Iranzo Gutierrez Director Elections |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| Tectonic Therapeutic, Inc. | June 8, 2026 | Election of Directors: Timothy A. Springer, Ph.D. Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 8 funds |
| Tejon Ranch Co. | May 13, 2026 | Election of Directors: Daniel R. Tisch Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 6 funds |
| Teladoc Health, Inc. | May 21, 2026 | Elect nine directors, each for a term of one year: David B. Snow, Jr. Director Elections |
Board | For | AGAINST 8 funds |
FOR 9 funds |
| The Eastern Company | May 6, 2026 | Election of Directors: Fredrick D. DiSanto Director Elections |
Board | For | AGAINST 2 funds |
FOR 6 funds |
| The Kansai Electric Power Company, Incorporated | June 25, 2026 | Elect Kiyoshi Sono Director Elections |
Board | For | AGAINST 4 funds |
FOR 1 fund |
| Triumph Financial, Inc. | April 23, 2026 | Election of Directors: Charles A. Anderson Director Elections |
Board | For | AGAINST 7 funds |
FOR 7 funds |
| Tronox Holdings Plc | April 28, 2026 | Election of Directors: Ilan Kaufthal Director Elections |
Board | For | AGAINST 7 funds |
FOR 5 funds |
| UCB SA | April 30, 2026 | Elect Cedric Van Rijckevorsel to the Board of Directors Director Elections |
Board | For | FOR 6 funds |
AGAINST 1 fund |
| UNIQURE N.V. | June 10, 2026 | Designation of the Board as the competent body to exclude or limit preemptive rights upon the issuance of Ordinary Shares. Capital Structure |
Board | For | AGAINST 3 funds |
FOR 1 fund |
| UNITED PARKS & RESORTS INC. | September 3, 2025 | To grant the Board of Directors of United Parks & Resorts Inc. (the "Company") the authority to approve and implement additional repurchases of shares of the Company's common stock, subject to the qualification that the Company will not repurchase additional shares if Hill Path Capital LP's ("Hill Path") common stock ownership interest percentage would, as a result of any such repurchase, equal or exceed 70% (excluding Hill Path's and its affiliates' non-voting derivative positions). Capital Structure |
Board | For | FOR 7 funds |
AGAINST 6 funds |
| UNITED STATES ANTIMONY CORPORATION | June 12, 2026 | To approve an amendment to the Certificate of Formation to increase the number of shares authorized for issuance by the Company; and Capital Structure |
Board | For | AGAINST 2 funds |
FOR 7 funds |
| UNIVERSAL ELECTRONICS INC. | May 19, 2026 | To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| UROGEN PHARMA LTD | August 26, 2025 | To approve amendments to the Company's 2024 non-employee director and officer compensation policy to, among other things, increase the equity compensation payable to our executive officers and non-employee directors. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 8 funds |
| Ubiquiti Inc. | December 4, 2025 | Election of a Director: Ronald A. Sege Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 3 funds |
| United-Guardian, Inc. | May 13, 2026 | ELECTION OF DIRECTORS: Arthur M. Dresner Director Elections |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| United-Guardian, Inc. | May 13, 2026 | ELECTION OF DIRECTORS: Donna Vigilante Director Elections |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| United-Guardian, Inc. | May 13, 2026 | ELECTION OF DIRECTORS: Ken Globus Director Elections |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| VIKING THERAPEUTICS INC | May 19, 2026 | TO APPROVE, ON AN ADVISORY BASIS, THE COMPENSATION OF THE COMPANY'S NAMED EXECUTIVE OFFICERS. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 6 funds |
| VIRTUS INVESTMENT PARTNERS, INC. | May 20, 2026 | Election of Directors: Timothy A. Holt Director Elections |
Board | For | WITHHOLD 9 funds |
FOR 5 funds |
| VITAL ENERGY, INC. | December 12, 2025 | a proposal to approve, on a non-binding, advisory basis, certain compensation that may be paid or become payable to Vital's named executive officers that is based on or otherwise relates to the Mergers (the "Vital Advisory Compensation Proposal"). Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 5 funds |
| VROOM, INC. | June 11, 2026 | Approve, on an advisory (non-binding) basis, the compensation of the named executive officers of the Company. Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 5 funds |
| Velocity Financial, Inc. | May 21, 2026 | Election of Directors: John A. Pless Director Elections |
Board | For | AGAINST 4 funds |
FOR 6 funds |
| W&T OFFSHORE, INC. | June 3, 2026 | To approve, on an advisory basis, the compensation of the Company's named executive officers, as disclosed in the Proxy Statement pursuant to Item 402 of Regulation S-K. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 6 funds |
| W&T Offshore, Inc. | June 3, 2026 | Election of Directors: Mr. Daniel O. Conwill, IV Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 6 funds |
| WEATHERFORD INTERNATIONAL PLC | June 11, 2026 | To agree to a scheme of arrangement under Chapter 1 of Part 9 of the Companies Act 2014, as amended, substantially in the form attached as Annex C to the Proxy Statement, that, once it becomes effective, will result in you owning common stock of Weatherford International Corp instead of ordinary shares of Weatherford International plc. Extraordinary Transactions |
Board | For | AGAINST 8 funds |
FOR 1 fund |
| WEBTOON Entertainment Inc. | June 3, 2026 | Election of Directors: Jun Masuda (Class II) Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 5 funds |
| WILLDAN GROUP, INC. | June 17, 2026 | Approval of an amendment to the Company's 2008 Performance Incentive Plan (the "2008 Plan"), including an increase in the number of shares available for grant under the 2008 Plan. Compensation |
Board | For | AGAINST 5 funds |
FOR 7 funds |
| WILLIS LEASE FINANCE CORPORATION | June 23, 2026 | Elect one Class I Director to serve until the 2029 Annual Meeting of Stockholders, specifically and as nominated by the Board of Directors. Stephen Jones Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 7 funds |
| WRAP TECHNOLOGIES, INC. | December 12, 2025 | To approve a proposed amendment to the Wrap Technologies, Inc. 2017 Equity Compensation Plan, as amended, to increase the aggregate number of shares available for the grant of awards by 4,000,000 shares, to a total of 20,500,000 shares of common stock of the Company, par value $0.0001 per share; Compensation |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| WRAP TECHNOLOGIES, INC. | December 12, 2025 | To approve an amendment to the Company's Charter to effect, at the discretion of the Board of the Company but prior to the one-year anniversary of the date on which the reverse stock split is approved by the Company's stockholders at the Annual Meeting, a reverse stock split of all of the outstanding shares of our Common Stock at a ratio in the range of 1-for-2 to 1-for-10, with such ratio to be determined by the Board in its discretion and included in a public announcement; and Capital Structure |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| X4 PHARMACEUTICALS, INC. | May 11, 2026 | To approve the second amendment and restatement of the X4 Pharmaceuticals, Inc. 2017 Equity Incentive Plan, increasing the number of shares available for issuance under the plan. Compensation |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| X4 PHARMACEUTICALS, INC. | May 11, 2026 | To approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 1 fund |
| Yext, Inc. | June 10, 2026 | Election of Class III Directors: Andrew Sheehan Director Elections |
Board | For | FOR 4 funds |
AGAINST 7 funds |
| ZEDGE INC | January 14, 2026 | Election of Directors: Elliot Gibber Director Elections |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| ZEDGE INC | January 14, 2026 | Election of Directors: Paul Packer Director Elections |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| ZENTALIS PHARMACEUTICALS, INC. | June 16, 2026 | Approval, on an advisory (non-binding) basis, of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 1 fund |
| ZOOMINFO TECHNOLOGIES INC. | May 14, 2026 | To approve, on an advisory, non-binding basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 8 funds |
| 1-800-FLOWERS.COM, INC. | December 10, 2025 | To approve an amendment to the 2003 Long Term Incentive and Share Award Plan to increase the authorized shares. Compensation |
Board | For | FOR 6 funds |
Split 3 FOR, 2 AGAINST |
| 1ST SOURCE CORPORATION | April 23, 2026 | Election of Directors for terms expiring April 2029: Christopher J. Murphy III Director Elections |
Board | For | FOR 5 funds |
Split 3 FOR, 1 AGAINST |
| 1ST SOURCE CORPORATION | April 23, 2026 | Election of Directors for terms expiring April 2029: Timothy K. Ozark Director Elections |
Board | For | FOR 5 funds |
Split 3 FOR, 1 AGAINST |
| 1ST SOURCE CORPORATION | April 23, 2026 | Election of Directors for terms expiring April 2029: Todd F. Schurz Director Elections |
Board | For | FOR 5 funds |
Split 3 FOR, 1 AGAINST |
| 3D SYSTEMS CORPORATION | May 14, 2026 | The election of the nine directors named in the accompanying Proxy Statement: Charles G. McClure, Jr. Director Elections |
Board | For | FOR 4 funds |
Split 5 FOR, 1 AGAINST |
| 3D SYSTEMS CORPORATION | May 14, 2026 | The election of the nine directors named in the accompanying Proxy Statement: Claudia N. Drayton Director Elections |
Board | For | FOR 4 funds |
Split 5 FOR, 1 AGAINST |
| 3D SYSTEMS CORPORATION | May 14, 2026 | The election of the nine directors named in the accompanying Proxy Statement: Jeffrey A. Graves Director Elections |
Board | For | FOR 4 funds |
Split 5 FOR, 1 AGAINST |
| 3D SYSTEMS CORPORATION | May 14, 2026 | The election of the nine directors named in the accompanying Proxy Statement: Jim D. Kever Director Elections |
Board | For | FOR 4 funds |
Split 5 FOR, 1 AGAINST |
| 3D SYSTEMS CORPORATION | May 14, 2026 | The election of the nine directors named in the accompanying Proxy Statement: John J. Tracy Director Elections |
Board | For | FOR 4 funds |
Split 5 FOR, 1 AGAINST |
| 3D SYSTEMS CORPORATION | May 14, 2026 | The election of the nine directors named in the accompanying Proxy Statement: Kevin S. Moore Director Elections |
Board | For | FOR 4 funds |
Split 5 FOR, 1 AGAINST |
| 3D SYSTEMS CORPORATION | May 14, 2026 | The election of the nine directors named in the accompanying Proxy Statement: Malissia R. Clinton Director Elections |
Board | For | FOR 4 funds |
Split 5 FOR, 1 AGAINST |
| 3D SYSTEMS CORPORATION | May 14, 2026 | The election of the nine directors named in the accompanying Proxy Statement: Thomas W. Erickson Director Elections |
Board | For | FOR 4 funds |
Split 5 FOR, 1 AGAINST |
| 3D SYSTEMS CORPORATION | May 14, 2026 | The election of the nine directors named in the accompanying Proxy Statement: Vasant Padmanabhan Director Elections |
Board | For | FOR 4 funds |
Split 5 FOR, 1 AGAINST |
| 908 DEVICES INC | June 11, 2026 | To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
Split 6 FOR, 1 AGAINST |
| A10 NETWORKS, INC. | April 22, 2026 | To approve, on an advisory and non-binding basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
Split 5 FOR, 2 AGAINST |
| AAON, INC. | May 12, 2026 | Election of Directors for a term ending in 2029: Caron A. Lawhorn Director Elections |
Board | For | FOR 11 funds |
Split 2 FOR, 4 AGAINST |
| AAON, INC. | May 12, 2026 | Election of Directors for a term ending in 2029: David R. Stewart Director Elections |
Board | For | FOR 11 funds |
Split 2 FOR, 4 AGAINST |
| AAON, INC. | May 12, 2026 | Election of Directors for a term ending in 2029: Stephen O. LeClair Director Elections |
Board | For | FOR 11 funds |
Split 2 FOR, 4 AGAINST |
| AAR CORP. | September 16, 2025 | Election of four directors named in the proxy statement: Ellen M. Lord Director Elections |
Board | For | FOR 7 funds |
Split 5 FOR, 3 AGAINST |
| AAR CORP. | September 16, 2025 | Election of four directors named in the proxy statement: Jeffrey N. Edwards Director Elections |
Board | For | FOR 7 funds |
Split 5 FOR, 3 AGAINST |
| AAR CORP. | September 16, 2025 | Election of four directors named in the proxy statement: Marc J. Walfish Director Elections |
Board | For | FOR 7 funds |
Split 5 FOR, 3 AGAINST |
| ABBOTT LABORATORIES | April 24, 2026 | Say on Pay - An Advisory Vote on the Approval of Executive Compensation Say-on-Pay |
Board | For | FOR 17 funds |
Split 19 FOR, 1 AGAINST |
| ABEONA THERAPEUTICS INC. | June 12, 2026 | To approve an increase in the number of shares reserved for issuance under the Second Amended and Restated Abeona Therapeutics Inc. 2023 Equity Incentive Plan from 8,400,000 to 11,500,000. Compensation |
Board | For | FOR 2 funds |
Split 6 FOR, 1 AGAINST |
| ABEONA THERAPEUTICS INC. | June 12, 2026 | To approve, on an advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 3 funds |
Split 6 FOR, 1 AGAINST |
| ACCENTURE PLC | January 28, 2026 | Appointment of the following nominees to the Board of Directors: Julie Sweet Director Elections |
Board | For | FOR 14 funds |
Split 23 FOR, 1 AGAINST |
| ACCENTURE PLC | January 28, 2026 | Appointment of the following nominees to the Board of Directors: Nancy McKinstry Director Elections |
Board | For | FOR 14 funds |
Split 22 FOR, 2 AGAINST |
| ACCENTURE PLC | January 28, 2026 | To approve the Amended and Restated Accenture plc 2010 Share Incentive Plan. Compensation |
Board | For | FOR 14 funds |
Split 24 FOR, 1 AGAINST |
| ACCENTURE PLC | January 28, 2026 | To approve, in a non-binding vote, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 16 funds |
Split 22 FOR, 3 AGAINST |
| ACCENTURE PLC | January 28, 2026 | To grant the Board of Directors the authority to opt-out of pre-emption rights under Irish law. Capital Structure |
Board | For | FOR 14 funds |
Split 24 FOR, 1 AGAINST |
| ACCENTURE PLC | January 28, 2026 | To ratify, in a non-binding vote, the appointment of KPMG LLP ("KPMG") as independent auditor of Accenture and to authorize, in a binding vote, the Audit Committee of the Board of Directors to determine KPMG's remuneration. Audit-related |
Board | For | FOR 14 funds |
Split 23 FOR, 1 AGAINST |
| ACCO BRANDS CORPORATION | May 19, 2026 | Approval of an amendment to the 2022 ACCO Brands Corporation Incentive Plan to increase the number of shares available for future grant and eliminate fungible share counting provisions with respect to new awards. Compensation |
Board | For | FOR 7 funds |
Split 5 FOR, 2 AGAINST |
| ACCURAY INCORPORATED | November 13, 2025 | To approve our 2026 Equity Incentive Plan. Compensation |
Board | For | FOR 1 fund |
Split 5 FOR, 1 AGAINST |
| ACLARIS THERAPEUTICS, INC. | June 4, 2026 | To approve, on an advisory basis, the compensation of our named executive officers, as disclosed in the proxy statement accompanying the proxy card. Say-on-Pay |
Board | For | FOR 3 funds |
Split 5 FOR, 1 AGAINST |
| ACM Research, Inc. | June 10, 2026 | Election of Directors: David H. Wang Director Elections |
Board | For | FOR 5 funds |
Split 3 FOR, 2 WITHHOLD |
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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.