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 |
|---|---|---|---|---|---|---|
| ARS PHARMACEUTICALS, INC. | June 24, 2026 | To approve, on an advisory basis, the compensation of the Company's named executive officers, as disclosed in the accompanying proxy statement. Say-on-Pay |
Board | For | FOR 5 funds |
Split 3 FOR, 2 AGAINST |
| ASPEN AEROGELS, INC. | May 13, 2026 | Approval, on a non-binding, advisory basis, of the compensation of Aspen Aerogels, Inc.'s named executive officers, as disclosed in its Proxy Statement for the 2026 Annual Meeting. Say-on-Pay |
Board | For | FOR 5 funds |
Split 5 FOR, 1 AGAINST |
| AST SPACEMOBILE, INC. | November 21, 2025 | To approve the Amended and Restated AST SpaceMobile, Inc. 2024 Incentive Award Plan to increase the number of shares of the Company's Class A Common Stock available for issuance thereunder and to extend the term of the plan. Compensation |
Board | For | AGAINST 10 funds |
Split 5 FOR, 2 AGAINST |
| AST SPACEMOBILE, INC. | June 12, 2026 | To approve the non-binding advisory resolution on the compensation paid to the Company's named executive officers. Say-on-Pay |
Board | For | FOR 11 funds |
Split 3 FOR, 5 AGAINST |
| ASTRIA THERAPEUTICS, INC. | January 21, 2026 | To cast a vote, on a non-binding, advisory basis, to approve the Merger-related named executive officer compensation as disclosed in the table entitled ''Golden Parachute Compensation'' and its accompanying footnotes which is included in the section of the proxy statement entitled ''The Merger-Interests of Astia's Directors and Executive Officers in the Merger,'' as required by Section 14A of the Securities Exchange Act of 1934, as amended, which was enacted as part of the Dodd-Frank Wall Street Reform and Consumer Protection Act of 2010. Say-on-Pay |
Board | For | FOR 5 funds |
Split 5 FOR, 1 AGAINST |
| ASTRONICS CORPORATION | May 28, 2026 | To approve the adoption of the Astronics Corporation 2026 Long Term Incentive Plan. Compensation |
Board | For | FOR 5 funds |
Split 8 FOR, 1 AGAINST |
| AT&T INC | May 14, 2026 | Advisory approval of executive compensation Say-on-Pay |
Board | For | FOR 14 funds |
Split 17 FOR, 1 AGAINST |
| AT&T INC. | May 14, 2026 | Election of Directors: Beth E. Mooney Director Elections |
Board | For | FOR 12 funds |
Split 16 FOR, 1 AGAINST |
| AT&T INC. | May 14, 2026 | Election of Directors: Cynthia B. Taylor Director Elections |
Board | For | FOR 12 funds |
Split 16 FOR, 1 AGAINST |
| AT&T INC. | May 14, 2026 | Election of Directors: John T. Stankey Director Elections |
Board | For | FOR 12 funds |
Split 16 FOR, 1 AGAINST |
| AT&T INC. | May 14, 2026 | Election of Directors: Matthew K. Rose Director Elections |
Board | For | FOR 12 funds |
Split 16 FOR, 1 AGAINST |
| AT&T INC. | May 14, 2026 | Election of Directors: William E. Kennard Director Elections |
Board | For | FOR 12 funds |
Split 16 FOR, 1 AGAINST |
| AT&T INC. | May 14, 2026 | Ratification of the Appointment of Ernst & Young LLP as Independent Auditors Audit-related |
Board | For | FOR 12 funds |
Split 17 FOR, 1 AGAINST |
| AT&T Inc. | May 14, 2026 | Election of Directors: Luis A. Ubinas Director Elections |
Board | For | FOR 12 funds |
Split 16 FOR, 1 AGAINST |
| ATI INC. | May 14, 2026 | Election of Directors: David J. Morehouse Director Elections |
Board | For | FOR 11 funds |
Split 4 FOR, 4 WITHHOLD |
| ATLANTIC UNION BANKSHARES CORPORATION | May 5, 2026 | To approve the compensation of our named executive officers (an advisory, non-binding "Say on Pay" resolution) Say-on-Pay |
Board | For | FOR 8 funds |
Split 6 FOR, 1 AGAINST |
| ATLASSIAN CORPORATION | December 2, 2025 | An advisory vote to approve the compensation of our named executive officers for the fiscal year ended June 30, 2025. Say-on-Pay |
Board | For | FOR 8 funds |
Split 7 FOR, 2 AGAINST |
| ATLASSIAN CORPORATION | December 2, 2025 | Approval of an amendment and restatement to our 2015 Employee Share Purchase Plan. Compensation |
Board | For | AGAINST 7 funds |
Split 2 FOR, 7 AGAINST |
| ATMOS ENERGY CORPORATION | February 4, 2026 | Proposal for an advisory vote by shareholders to approve the compensation of the Company's named executive officers for fiscal 2025 ("Say-on-Pay"). Say-on-Pay |
Board | For | FOR 14 funds |
Split 20 FOR, 1 AGAINST |
| ATMOS ENERGY CORPORATION | February 4, 2026 | Proposal to ratify the appointment of Ernst & Young LLP as the Company's independent registered public accounting firm for fiscal 2026. Audit-related |
Board | For | FOR 13 funds |
Split 20 FOR, 1 AGAINST |
| ATOMERA INCORPORATED | May 12, 2026 | To approve, on an advisory basis, the compensation of the Company's named executive officers, as disclosed in the Proxy Statement to be filed for the Annual Meeting. Say-on-Pay |
Board | For | FOR 3 funds |
Split 5 FOR, 1 AGAINST |
| AUTODESK, INC. | June 17, 2026 | Approve, on an advisory (non-binding) basis, the compensation of Autodesk, Inc.'s named executive officers. Say-on-Pay |
Board | For | FOR 13 funds |
Split 21 FOR, 1 AGAINST |
| AUTODESK, INC. | June 17, 2026 | Ratify the appointment of Ernst & Young LLP as Autodesk, Inc.'s independent registered public accounting firm for the fiscal year ending January 31, 2027. Audit-related |
Board | For | FOR 12 funds |
Split 20 FOR, 1 AGAINST |
| AUTOMATIC DATA PROCESSING, INC. | November 12, 2025 | Advisory Vote on Executive Compensation. Say-on-Pay |
Board | For | FOR 15 funds |
Split 20 FOR, 1 AGAINST |
| AUTOMATIC DATA PROCESSING, INC. | November 12, 2025 | Ratification of the Appointment of Auditors. Audit-related |
Board | For | FOR 13 funds |
Split 20 FOR, 1 AGAINST |
| AVADEL PHARMACEUTICALS PLC | January 12, 2026 | Ordinary resolution to approve the Scheme and authorize the directors of Avadel Pharmaceuticals plc (''Avadel'') to take all such actions as they consider necessary or appropriate for carrying the Scheme into effect. Capital Structure |
Board | For | FOR 4 funds |
Split 4 FOR, 2 ABSTAIN |
| AVADEL PHARMACEUTICALS PLC | January 12, 2026 | Ordinary resolution to approve, on a non-binding, advisory basis, specified compensatory arrangements between Avadel and its named executive officers relating to the Transaction. Say-on-Pay |
Board | For | FOR 5 funds |
Split 4 FOR, 2 AGAINST |
| AVALONBAY COMMUNITIES, INC. | May 20, 2026 | To adopt a resolution approving, on a non-binding advisory basis, the compensation paid to the Company's Named Executive Officers, as disclosed pursuant to Item 402 of Regulation S-K, including the Compensation Discussion and Analysis, compensation tables and any related material disclosed in the proxy statement. Say-on-Pay |
Board | For | FOR 18 funds |
Split 20 FOR, 1 AGAINST |
| AVALONBAY COMMUNITIES, INC. | May 20, 2026 | To ratify the selection of Ernst & Young LLP as the Company's independent auditors for the year ending December 31, 2026. Audit-related |
Board | For | FOR 16 funds |
Split 20 FOR, 1 AGAINST |
| AVANOS MEDICAL,INC. | April 21, 2026 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 10 funds |
Split 4 FOR, 2 AGAINST |
| AVIDITY BIOSCIENCES, INC. | February 26, 2026 | To approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to our named executive officers in connection with the transactions contemplated by the Merger Agreement and the Separation Agreement. Say-on-Pay |
Board | For | FOR 7 funds |
Split 1 FOR, 8 AGAINST |
| AXIS CAPITAL HOLDINGS LIMITED | May 14, 2026 | Election of Directors: Michael Millegan Director Elections |
Board | For | FOR 8 funds |
Split 1 FOR, 3 AGAINST |
| AXIS CAPITAL HOLDINGS LIMITED | May 14, 2026 | Election of Directors: W. Marston Becker Director Elections |
Board | For | FOR 8 funds |
Split 1 FOR, 3 AGAINST |
| AXOS FINANCIAL, INC. | November 13, 2025 | To approve an amendment to the Amended and Restated 2014 Stock Incentive Plan. Compensation |
Board | For | AGAINST 8 funds |
Split 4 FOR, 3 AGAINST |
| AXOS FINANCIAL, INC. | November 13, 2025 | To approve in a non-binding and advisory vote, the compensation of the Company's Named Executive Officers as disclosed in the proxy statement. Say-on-Pay |
Board | For | AGAINST 9 funds |
Split 4 FOR, 3 AGAINST |
| AbbVie Inc. | May 8, 2026 | Election of Class II Directors: Frederick H. Waddell Director Elections |
Board | For | FOR 16 funds |
Split 21 FOR, 1 AGAINST |
| AbbVie Inc. | May 8, 2026 | Election of Class II Directors: Jennifer L. Davis Director Elections |
Board | For | FOR 16 funds |
Split 21 FOR, 1 AGAINST |
| AbbVie Inc. | May 8, 2026 | Election of Class II Directors: Melody B. Meyer Director Elections |
Board | For | FOR 16 funds |
Split 21 FOR, 1 AGAINST |
| Acuren Corporation | July 31, 2025 | Approve the issuance of shares of common stock, par value $0.0001 per share, of Acuren Corporation ("Acuren"), to stockholders of NV5 Global, Inc. ("NV5"), in connection with the Agreement and Plan of Merger, dated May 14, 2025, by and among Acuren, NV5, Ryder Merger Sub I, Inc., a Delaware corporation and a direct, wholly owned subsidiary of Acuren and Ryder Merger Sub II, Inc., a Delaware corporation and a direct, wholly owned subsidiary of Acuren in accordance with the applicable requirements of the New York Stock Exchange (the "Acuren Stock Issuance Proposal"). Extraordinary Transactions |
Board | For | FOR 3 funds |
Split 4 FOR, 1 ABSTAIN |
| Acuren Corporation | July 31, 2025 | Election of Directors: Rory Cullinan Director Elections |
Board | For | FOR 3 funds |
Split 4 FOR, 1 AGAINST |
| Advanced Micro Devices, Inc. | May 13, 2026 | Election of Directors: Abhi Y. Talwalkar Director Elections |
Board | For | FOR 14 funds |
Split 22 FOR, 1 AGAINST |
| Aeva Technologies, Inc. | June 18, 2026 | Election of Class II Directors: Stephen Zadesky Director Elections |
Board | For | FOR 4 funds |
Split 5 FOR, 3 WITHHOLD |
| Air Products and Chemicals, Inc. | January 28, 2026 | Election of Directors: Tonit M. Calaway Director Elections |
Board | For | AGAINST 12 funds |
Split 20 FOR, 1 AGAINST |
| Alexandria Real Estate Equities, Inc. | May 13, 2026 | Election of Directors: James P. Cain Director Elections |
Board | For | FOR 16 funds |
Split 8 FOR, 8 AGAINST |
| Alignment Healthcare, Inc. | June 4, 2026 | Election of Directors: David Hodgson Director Elections |
Board | For | FOR 4 funds |
Split 3 FOR, 3 WITHHOLD |
| Alignment Healthcare, Inc. | June 4, 2026 | Election of Directors: Jacqueline Kosecoff Director Elections |
Board | For | FOR 4 funds |
Split 3 FOR, 3 WITHHOLD |
| Alignment Healthcare, Inc. | June 4, 2026 | Election of Directors: Jody Bilney Director Elections |
Board | For | FOR 4 funds |
Split 3 FOR, 3 WITHHOLD |
| Allegion Plc | June 4, 2026 | Election of Directors: Lauren B. Peters Director Elections |
Board | For | FOR 16 funds |
Split 17 FOR, 1 AGAINST |
| Allogene Therapeutics, Inc. | June 18, 2026 | Election of Directors: Deborah Messemer Director Elections |
Board | For | FOR 4 funds |
Split 5 FOR, 2 WITHHOLD |
| Allogene Therapeutics, Inc. | June 18, 2026 | Election of Directors: Owen Witte, M.D. Director Elections |
Board | For | FOR 4 funds |
Split 5 FOR, 2 WITHHOLD |
| Allogene Therapeutics, Inc. | June 18, 2026 | Election of Directors: Vicki Sato, Ph.D. Director Elections |
Board | For | FOR 4 funds |
Split 5 FOR, 2 WITHHOLD |
| Alta Equipment Group Inc. | May 29, 2026 | Election of Directors: Colin Wilson Director Elections |
Board | For | FOR 2 funds |
Split 5 FOR, 1 WITHHOLD |
| Alta Equipment Group Inc. | May 29, 2026 | Election of Directors: Ryan Greenawalt Director Elections |
Board | For | FOR 2 funds |
Split 5 FOR, 1 WITHHOLD |
| Amazon.com, Inc. | May 20, 2026 | ELECTION OF DIRECTORS: Andrew Y. Ng Director Elections |
Board | For | FOR 15 funds |
Split 25 FOR, 1 AGAINST |
| Amazon.com, Inc. | May 20, 2026 | ELECTION OF DIRECTORS: Edith W. Cooper Director Elections |
Board | For | FOR 15 funds |
Split 25 FOR, 1 AGAINST |
| Amazon.com, Inc. | May 20, 2026 | ELECTION OF DIRECTORS: Jamie S. Gorelick Director Elections |
Board | For | FOR 15 funds |
Split 25 FOR, 1 AGAINST |
| Amazon.com, Inc. | May 20, 2026 | ELECTION OF DIRECTORS: Jonathan J. Rubinstein Director Elections |
Board | For | FOR 15 funds |
Split 25 FOR, 1 AGAINST |
| Amazon.com, Inc. | May 20, 2026 | ELECTION OF DIRECTORS: Patricia Q. Stonesifer Director Elections |
Board | For | FOR 15 funds |
Split 25 FOR, 1 AGAINST |
| American International Group, Inc. | May 13, 2026 | Election of Directors: Diana M. Murphy Director Elections |
Board | For | FOR 12 funds |
Split 17 FOR, 1 AGAINST |
| American International Group, Inc. | May 13, 2026 | Election of Directors: JAMES COLE, JR. Director Elections |
Board | For | FOR 12 funds |
Split 17 FOR, 1 AGAINST |
| American International Group, Inc. | May 13, 2026 | Election of Directors: JOHN G. RICE Director Elections |
Board | For | FOR 12 funds |
Split 17 FOR, 1 AGAINST |
| American Vanguard Corporation | July 2, 2025 | Election of Directors: Steven D. Macicek Director Elections |
Board | For | FOR 1 fund |
Split 4 FOR, 1 AGAINST |
| Ameriprise Financial, Inc. | April 29, 2026 | Election of Directors: Amy DiGeso Director Elections |
Board | For | FOR 14 funds |
Split 22 FOR, 1 AGAINST |
| Ameriprise Financial, Inc. | April 29, 2026 | Election of Directors: Dianne Neal Blixt Director Elections |
Board | For | FOR 14 funds |
Split 22 FOR, 1 AGAINST |
| Ameriprise Financial, Inc. | April 29, 2026 | Election of Directors: James M. Cracchiolo Director Elections |
Board | For | FOR 14 funds |
Split 22 FOR, 1 AGAINST |
| Ameriprise Financial, Inc. | April 29, 2026 | Election of Directors: Robert F. Sharpe, Jr. Director Elections |
Board | For | FOR 14 funds |
Split 22 FOR, 1 AGAINST |
| Amneal Pharmaceuticals, Inc. | May 6, 2026 | Election of Directors: Paul Meister Director Elections |
Board | For | FOR 8 funds |
Split 4 FOR, 3 AGAINST |
| Apartment Investment and Management Company | February 6, 2026 | Compensation Proposal. To approve, on a non-binding, advisory basis, the specified compensation that may be paid or become payable to Aimco's named executive officers in connection with the Plan of Sale and Liquidation. Say-on-Pay |
Board | For | FOR 6 funds |
Split 4 FOR, 2 AGAINST |
| AppLovin Corporation | June 3, 2026 | Election of Directors: Eduardo Vivas Director Elections |
Board | For | FOR 12 funds |
Split 10 FOR, 7 WITHHOLD |
| Applied Digital Corporation | November 5, 2025 | Election of Directors: Chuck Hastings Director Elections |
Board | For | FOR 5 funds |
Split 5 FOR, 2 WITHHOLD |
| Applied Digital Corporation | November 5, 2025 | Election of Directors: Douglas Miller Director Elections |
Board | For | FOR 5 funds |
Split 5 FOR, 2 WITHHOLD |
| Applied Materials, Inc. | March 12, 2026 | Election of Directors: Kevin P. March Director Elections |
Board | For | FOR 13 funds |
Split 21 FOR, 1 AGAINST |
| AptarGroup, Inc. | May 6, 2026 | Election of Directors: B. Craig Owens Director Elections |
Board | For | FOR 12 funds |
Split 2 FOR, 4 AGAINST |
| AptarGroup, Inc. | May 6, 2026 | Election of Directors: Candace Matthews Director Elections |
Board | For | FOR 12 funds |
Split 2 FOR, 4 AGAINST |
| AptarGroup, Inc. | May 6, 2026 | Election of Directors: George L. Fotiades Director Elections |
Board | For | FOR 12 funds |
Split 2 FOR, 4 AGAINST |
| AptarGroup, Inc. | May 6, 2026 | Election of Directors: Julie Xing Director Elections |
Board | For | FOR 12 funds |
Split 2 FOR, 4 AGAINST |
| Arcus Biosciences, Inc. | June 11, 2026 | Election of Directors: David Lacey, M.D. Director Elections |
Board | For | FOR 5 funds |
Split 4 FOR, 3 WITHHOLD |
| Arcus Biosciences, Inc. | June 11, 2026 | Election of Directors: Dietmar Berger, M.D., Ph.D. Director Elections |
Board | For | WITHHOLD 5 funds |
Split 4 FOR, 3 WITHHOLD |
| Arcus Biosciences, Inc. | June 11, 2026 | Election of Directors: Johanna Mercier Director Elections |
Board | For | WITHHOLD 5 funds |
Split 4 FOR, 3 WITHHOLD |
| Arcus Biosciences, Inc. | June 11, 2026 | Election of Directors: Nicole Lambert Director Elections |
Board | For | FOR 5 funds |
Split 4 FOR, 3 WITHHOLD |
| Ares Management Corporation | June 8, 2026 | Election of Directors: Antoinette Bush Director Elections |
Board | For | FOR 16 funds |
Split 10 FOR, 8 AGAINST |
| Ares Management Corporation | June 8, 2026 | Election of Directors: Antony P. Ressler Director Elections |
Board | For | FOR 16 funds |
Split 16 FOR, 3 AGAINST |
| Ares Management Corporation | June 8, 2026 | Election of Directors: Ashish Bhutani Director Elections |
Board | For | FOR 16 funds |
Split 18 FOR, 1 AGAINST |
| Ares Management Corporation | June 8, 2026 | Election of Directors: Bennett Rosenthal Director Elections |
Board | For | FOR 16 funds |
Split 18 FOR, 1 AGAINST |
| Ares Management Corporation | June 8, 2026 | Election of Directors: David B. Kaplan Director Elections |
Board | For | FOR 16 funds |
Split 18 FOR, 1 AGAINST |
| Ares Management Corporation | June 8, 2026 | Election of Directors: Dr. Judy D. Olian Director Elections |
Board | For | FOR 16 funds |
Split 5 FOR, 13 AGAINST |
| Ares Management Corporation | June 8, 2026 | Election of Directors: Eileen Naughton Director Elections |
Board | For | FOR 16 funds |
Split 18 FOR, 1 AGAINST |
| Ares Management Corporation | June 8, 2026 | Election of Directors: Michael J Arougheti Director Elections |
Board | For | FOR 16 funds |
Split 16 FOR, 3 AGAINST |
| Ares Management Corporation | June 8, 2026 | Election of Directors: Michael Lynton Director Elections |
Board | For | FOR 16 funds |
Split 16 FOR, 3 AGAINST |
| Ares Management Corporation | June 8, 2026 | Election of Directors: Paul G. Joubert Director Elections |
Board | For | FOR 16 funds |
Split 18 FOR, 1 AGAINST |
| Ares Management Corporation | June 8, 2026 | Election of Directors: R. Kipp deVeer Director Elections |
Board | For | FOR 16 funds |
Split 18 FOR, 1 AGAINST |
| Arrowhead Pharmaceuticals, Inc. | March 19, 2026 | Election of Directors: Michael S. Perry Director Elections |
Board | For | AGAINST 5 funds |
Split 4 FOR, 3 AGAINST |
| Ascent Industries Co. | June 10, 2026 | Election of Directors: Aldo J. Mazzaferro Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 5 AGAINST |
| Atlassian Corporation | December 2, 2025 | Election of Directors: Michelle Zatlyn Director Elections |
Board | For | FOR 7 funds |
Split 5 FOR, 4 AGAINST |
| Atlassian Corporation | December 2, 2025 | Election of Directors: Richard P. Wong Director Elections |
Board | For | AGAINST 7 funds |
Split 4 FOR, 5 AGAINST |
| Atlassian Corporation | December 2, 2025 | Election of Directors: Sasan Goodarzi Director Elections |
Board | For | FOR 7 funds |
Split 5 FOR, 4 AGAINST |
| Atlassian Corporation | December 2, 2025 | Election of Directors: Scott Belsky Director Elections |
Board | For | FOR 7 funds |
Split 5 FOR, 4 AGAINST |
| Atlassian Corporation | December 2, 2025 | Election of Directors: Scott Farquhar Director Elections |
Board | For | FOR 7 funds |
Split 5 FOR, 4 AGAINST |
| Atlassian Corporation | December 2, 2025 | Election of Directors: Shona L. Brown Director Elections |
Board | For | FOR 7 funds |
Split 4 FOR, 5 AGAINST |
| Atlassian Corporation | December 2, 2025 | Election of Directors: Steven Sordello Director Elections |
Board | For | FOR 7 funds |
Split 5 FOR, 4 AGAINST |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 25, 2026 from SEC Form N-PX filings.