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 |
|---|---|---|---|---|---|---|
| Atmos Energy Corporation | February 4, 2026 | Election of Directors: Kim R. Cocklin Director Elections |
Board | For | FOR 13 funds |
Split 20 FOR, 1 AGAINST |
| Atmos Energy Corporation | February 4, 2026 | Election of Directors: Nancy K. Quinn Director Elections |
Board | For | FOR 13 funds |
Split 20 FOR, 1 AGAINST |
| Atmos Energy Corporation | February 4, 2026 | Election of Directors: Rafael G. Garza Director Elections |
Board | For | FOR 13 funds |
Split 17 FOR, 3 AGAINST |
| Aurora Innovation, Inc. | May 21, 2026 | Election of Directors: Gloria Boyland Director Elections |
Board | For | WITHHOLD 8 funds |
Split 2 FOR, 4 WITHHOLD |
| Aurora Innovation, Inc. | May 21, 2026 | Election of Directors: Michelangelo Volpi Director Elections |
Board | For | FOR 8 funds |
Split 1 FOR, 5 WITHHOLD |
| Autodesk, Inc. | June 17, 2026 | Election of Directors: Blake Irving Director Elections |
Board | For | FOR 12 funds |
Split 21 FOR, 1 AGAINST |
| Autodesk, Inc. | June 17, 2026 | Election of Directors: John T. Cahill Director Elections |
Board | For | FOR 12 funds |
Split 20 FOR, 2 AGAINST |
| Autodesk, Inc. | June 17, 2026 | Election of Directors: Rami Rahim Director Elections |
Board | For | FOR 12 funds |
Split 21 FOR, 1 AGAINST |
| Autodesk, Inc. | June 17, 2026 | Election of Directors: Stacy J. Smith Director Elections |
Board | For | FOR 12 funds |
Split 20 FOR, 2 AGAINST |
| Automatic Data Processing, Inc. | November 12, 2025 | Election of Directors: Sandra S. Wijnberg Director Elections |
Board | For | FOR 13 funds |
Split 20 FOR, 1 AGAINST |
| Avadel Pharmaceuticals plc | July 29, 2025 | Election of Directors: Dr. Eric J. Ende Director Elections |
Board | For | FOR 1 fund |
Split 3 FOR, 1 ABSTAIN |
| Avadel Pharmaceuticals plc | July 29, 2025 | Election of Directors: Dr. Naseem S. Amin Director Elections |
Board | For | FOR 1 fund |
Split 3 FOR, 1 ABSTAIN |
| Avadel Pharmaceuticals plc | July 29, 2025 | Election of Directors: Geoffrey M. Glass Director Elections |
Board | For | FOR 1 fund |
Split 3 FOR, 1 ABSTAIN |
| Avadel Pharmaceuticals plc | July 29, 2025 | Election of Directors: Linda S. Palczuk Director Elections |
Board | For | FOR 1 fund |
Split 3 FOR, 1 ABSTAIN |
| Aviat Networks, Inc. | November 5, 2025 | Election of Directors: John Mutch Director Elections |
Board | For | FOR 2 funds |
Split 4 FOR, 2 AGAINST |
| Aviat Networks, Inc. | November 5, 2025 | Election of Directors: Laxmi Akkaraju Director Elections |
Board | For | FOR 2 funds |
Split 4 FOR, 2 AGAINST |
| Axos Financial, Inc. | November 13, 2025 | Election of Directors: James J. Court Director Elections |
Board | For | WITHHOLD 8 funds |
Split 4 FOR, 3 WITHHOLD |
| Axos Financial, Inc. | November 13, 2025 | Election of Directors: James S. Argalas Director Elections |
Board | For | FOR 8 funds |
Split 4 FOR, 3 WITHHOLD |
| Axos Financial, Inc. | November 13, 2025 | Election of Directors: Roque A. Santi Director Elections |
Board | For | FOR 8 funds |
Split 4 FOR, 3 WITHHOLD |
| Axos Financial, Inc. | November 13, 2025 | Election of Directors: Stefani D. Carter Director Elections |
Board | For | WITHHOLD 8 funds |
Split 4 FOR, 3 WITHHOLD |
| BAKER HUGHES COMPANY | May 19, 2026 | An advisory vote related to the Company's executive compensation program Say-on-Pay |
Board | For | FOR 15 funds |
Split 19 FOR, 1 AGAINST |
| BAKER HUGHES COMPANY | May 19, 2026 | The approval of the Baker Hughes Company 2026 Long-Term Incentive Plan Compensation |
Board | For | FOR 13 funds |
Split 19 FOR, 1 AGAINST |
| BAKKT HOLDINGS, INC. | October 31, 2025 | To approve the Options Proposal. Compensation |
Board | For | AGAINST 2 funds |
Split 2 FOR, 5 AGAINST |
| BAKKT, INC. | April 17, 2026 | To approve the issuance of shares in accordance with Sections 312.03(b), 312.03(c), and 312.03(d) of the New York Stock Exchange Listed Company Manual. Extraordinary Transactions |
Board | For | FOR 2 funds |
Split 6 FOR, 1 ABSTAIN |
| BANDWIDTH INC. | May 28, 2026 | To approve, on an advisory basis, the compensation of the Company's named executive officers as disclosed in the proxy statement; Say-on-Pay |
Board | For | AGAINST 5 funds |
Split 5 FOR, 1 AGAINST |
| BANK OF HAWAII CORPORATION | April 24, 2026 | Say on Pay - An advisory vote on executive compensation. Say-on-Pay |
Board | For | AGAINST 9 funds |
Split 5 FOR, 3 AGAINST |
| BANK OF MARIN BANCORP | May 27, 2026 | Election of Directors: Nicolas C. Anderson Director Elections |
Board | For | FOR 4 funds |
Split 4 FOR, 1 WITHHOLD |
| BANK7 CORP. | May 20, 2026 | Advisory vote on named executive officer compensation. Say-on-Pay |
Board | For | FOR 3 funds |
Split 5 FOR, 1 AGAINST |
| BANKWELL FINANCIAL GROUP, INC. | May 20, 2026 | Election of Directors: Carl M. Porto Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 5 WITHHOLD |
| BANKWELL FINANCIAL GROUP, INC. | May 20, 2026 | Election of Directors: Eric J. Dale Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 5 WITHHOLD |
| BANKWELL FINANCIAL GROUP, INC. | May 20, 2026 | Election of Directors: Todd H. Lampert Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 5 WITHHOLD |
| BARK, INC. | March 25, 2026 | Approve, on an advisory basis, the compensation of the company's named executive officers. Say-on-Pay |
Board | For | FOR 3 funds |
Split 5 FOR, 1 AGAINST |
| BARK, Inc. | March 25, 2026 | Elect the two Class A director nominees named in the proxy statement: Betsy McLaughlin Director Elections |
Board | For | FOR 2 funds |
Split 5 FOR, 1 WITHHOLD |
| BARK, Inc. | March 25, 2026 | Elect the two Class A director nominees named in the proxy statement: Henrik Werdelin Director Elections |
Board | For | FOR 2 funds |
Split 5 FOR, 1 WITHHOLD |
| BEAM THERAPEUTICS INC. | June 3, 2026 | Election of the following nominees as Class III directors for three-year terms ending at our Annual Meeting of Stockholders to be held in 2029. John Evans Director Elections |
Board | For | FOR 4 funds |
Split 4 FOR, 3 AGAINST |
| BECTON, DICKINSON AND COMPANY | January 27, 2026 | Approval of an amendment to the 2004 Employee and Director Equity-Based Compensation Plan Compensation |
Board | For | FOR 15 funds |
Split 18 FOR, 1 AGAINST |
| BECTON, DICKINSON AND COMPANY | January 27, 2026 | Election of Directors: Christopher Jones Director Elections |
Board | For | FOR 15 funds |
Split 18 FOR, 1 AGAINST |
| BECTON, DICKINSON AND COMPANY | January 27, 2026 | Election of Directors: Claire M. Fraser Director Elections |
Board | For | FOR 15 funds |
Split 18 FOR, 1 AGAINST |
| BECTON, DICKINSON AND COMPANY | January 27, 2026 | Election of Directors: Joanne Waldstreicher Director Elections |
Board | For | FOR 15 funds |
Split 18 FOR, 1 AGAINST |
| BECTON, DICKINSON AND COMPANY | January 27, 2026 | Election of Directors: R. Andrew Eckert Director Elections |
Board | For | FOR 15 funds |
Split 18 FOR, 1 AGAINST |
| BECTON, DICKINSON AND COMPANY | January 27, 2026 | Election of Directors: Thomas E. Polen Director Elections |
Board | For | FOR 15 funds |
Split 18 FOR, 1 AGAINST |
| BECTON, DICKINSON AND COMPANY | January 27, 2026 | Election of Directors: William M. Brown Director Elections |
Board | For | FOR 15 funds |
Split 18 FOR, 1 AGAINST |
| BECTON, DICKINSON AND COMPANY | January 27, 2026 | Ratification of the selection of the independent registered public accounting firm Audit-related |
Board | For | FOR 15 funds |
Split 18 FOR, 1 AGAINST |
| BELLRING BRANDS, INC. | January 28, 2026 | Election of Directors: Robert V. Vitale Director Elections |
Board | For | FOR 9 funds |
Split 3 FOR, 2 WITHHOLD |
| BENTLEY SYSTEMS, INCORPORATED | May 21, 2026 | Election of Directors: Barry J. Bentley Director Elections |
Board | For | FOR 9 funds |
Split 2 FOR, 4 WITHHOLD |
| BENTLEY SYSTEMS, INCORPORATED | May 21, 2026 | Election of Directors: Brian F. Hughes Director Elections |
Board | For | FOR 9 funds |
Split 2 FOR, 4 WITHHOLD |
| BENTLEY SYSTEMS, INCORPORATED | May 21, 2026 | Election of Directors: Gregory S. Bentley Director Elections |
Board | For | FOR 9 funds |
Split 2 FOR, 4 WITHHOLD |
| BENTLEY SYSTEMS, INCORPORATED | May 21, 2026 | Election of Directors: Janet B. Haugen Director Elections |
Board | For | FOR 9 funds |
Split 2 FOR, 4 WITHHOLD |
| BENTLEY SYSTEMS, INCORPORATED | May 21, 2026 | Election of Directors: Keith A. Bentley Director Elections |
Board | For | FOR 9 funds |
Split 2 FOR, 4 WITHHOLD |
| BENTLEY SYSTEMS, INCORPORATED | May 21, 2026 | Election of Directors: Raymond B. Bentley Director Elections |
Board | For | FOR 9 funds |
Split 2 FOR, 4 WITHHOLD |
| BERKSHIRE HATHAWAY INC. | May 2, 2026 | Non-binding resolution to approve the compensation of the Company's Named Executive Officers, as described in the 2026 Proxy Statement. Say-on-Pay |
Board | For | FOR 15 funds |
Split 9 FOR, 10 AGAINST |
| BEYOND MEAT, INC. | November 19, 2025 | To approve an amendment to the Company's Restated Certificate of Incorporation to increase the number of authorized shares of Common Stock from 500,000,000 to 3,000,000,000 in order to support, among other things, the additional share issuances of Common Stock issuable upon conversion of the New Notes and under the Restated Plan. Capital Structure |
Board | For | FOR 2 funds |
Split 4 FOR, 1 AGAINST |
| BGC GROUP INC. | November 12, 2025 | Approval, on an advisory basis, of executive compensation. Say-on-Pay |
Board | For | FOR 10 funds |
Split 3 FOR, 3 AGAINST |
| BICARA THERAPEUTICS INC. | June 9, 2026 | To elect two class II directors to our board of directors, to serve until the 2029 annual meeting of stockholders and until his or her successor has been duly elected and qualified, or until his or her earlier death, resignation or removal. Christopher Bowden, M.D. Director Elections |
Board | For | FOR 4 funds |
Split 5 FOR, 1 WITHHOLD |
| BIO-RAD LABORATORIES, INC. | April 21, 2026 | Nominees: Arnold A. Pinkston Director Elections |
Board | For | FOR 13 funds |
Split 2 FOR, 5 AGAINST |
| BIO-RAD LABORATORIES, INC. | April 21, 2026 | Nominees: Melinda Litherland Director Elections |
Board | For | FOR 13 funds |
Split 2 FOR, 5 AGAINST |
| BIO-TECHNE CORP | October 30, 2025 | Approve, on an advisory basis, the compensation of our executive officers. Say-on-Pay |
Board | For | FOR 18 funds |
Split 6 FOR, 11 AGAINST |
| BIOCRYST PHARMACEUTICALS, INC. | June 11, 2026 | To approve an amended and restated Stock Incentive Plan, increasing the number of shares available for issuance under the Stock Incentive Plan. Compensation |
Board | For | FOR 6 funds |
Split 4 FOR, 3 AGAINST, 1 ABSTAIN |
| BIOCRYST PHARMACEUTICALS, INC. | June 11, 2026 | To hold a non-binding, advisory vote regarding executive compensation. Say-on-Pay |
Board | For | FOR 7 funds |
Split 1 FOR, 8 AGAINST |
| BITMINE IMMERSION TECHNOLOGIES, INC. | January 15, 2026 | To approve the 2025 Omnibus Incentive Plan. Compensation |
Board | Not determined | FOR 5 funds |
Split 1 FOR, 1 AGAINST |
| BITMINE IMMERSION TECHNOLOGIES, INC. | January 15, 2026 | To approve the charter amendment to increase the number of authorized shares of Common Stock. Capital Structure |
Board | Not determined | AGAINST 5 funds |
Split 1 FOR, 1 AGAINST |
| BITMINE IMMERSION TECHNOLOGIES, INC. | January 15, 2026 | To approve, on a non-binding advisory basis, the special, performance-based compensation arrangement for the executive chairman. Compensation |
Board | Not determined | AGAINST 5 funds |
Split 1 FOR, 1 AGAINST |
| BK TECHNOLOGIES CORPORATION | June 18, 2026 | To approve, on an advisory, non-binding basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 3 funds |
Split 5 FOR, 2 AGAINST |
| BLACKROCK, INC. | May 20, 2026 | Approval, in a non-binding advisory vote, of the compensation for named executive officers. Say-on-Pay |
Board | For | AGAINST 17 funds |
Split 9 FOR, 6 AGAINST |
| BLUE FOUNDRY BANCORP | January 29, 2026 | A proposal to approve and adopt the Agreement and Plan of Merger, dated as of November 24, 2025, by and between Fulton Financial Corporation and Blue Foundry Bancorp (the "Blue Foundry merger proposal"); Extraordinary Transactions |
Board | For | FOR 2 funds |
Split 4 FOR, 1 ABSTAIN |
| BLUELINX HOLDINGS | May 14, 2026 | Proposal to approve an Amendment to the 2021 Long-Term Incentive Plan to increase the number of shares of common stock reserved for Issuance under the plan. Compensation |
Board | For | FOR 7 funds |
Split 5 FOR, 1 AGAINST |
| BOOKING HOLDINGS INC. | June 2, 2026 | Advisory vote to approve 2025 executive compensation. Say-on-Pay |
Board | For | FOR 19 funds |
Split 23 FOR, 1 AGAINST |
| BOOKING HOLDINGS INC. | June 2, 2026 | Ratification of Deloitte & Touche LLP as our independent registered public accounting firm for the fiscal year ending December 31, 2026. Audit-related |
Board | For | FOR 16 funds |
Split 23 FOR, 1 AGAINST |
| BOOT BARN HOLDINGS, INC. | August 27, 2025 | Election of Directors: Lisa G. Laube Director Elections |
Board | For | FOR 7 funds |
Split 3 FOR, 3 WITHHOLD |
| BOOZ ALLEN HAMILTON HOLDING CORPORATION | July 23, 2025 | Advisory vote to approve the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 14 funds |
Split 8 FOR, 1 AGAINST |
| BOSTON SCIENTIFIC CORPORATION | April 30, 2026 | To approve, on a non-binding, advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 17 funds |
Split 22 FOR, 1 AGAINST |
| BOSTON SCIENTIFIC CORPORATION | April 30, 2026 | To ratify the appointment of Ernst & Young LLP as our independent registered public accounting firm for the 2026 fiscal year. Audit-related |
Board | For | FOR 16 funds |
Split 22 FOR, 1 AGAINST |
| BRAZE, INC. | June 30, 2026 | Election of Two Class II Directors, each to hold office until our 2029 Annual Meeting of Stockholders. Neeraj Agrawal Director Elections |
Board | For | FOR 4 funds |
Split 3 FOR, 3 WITHHOLD |
| BRC Inc. | May 28, 2026 | Election of Class I Directors: Lawrence "Chip" Molloy Director Elections |
Board | For | AGAINST 3 funds |
Split 3 FOR, 1 AGAINST |
| BROADCOM INC | April 20, 2026 | Advisory vote to approve the named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 18 funds |
Split 23 FOR, 5 AGAINST |
| BROADRIDGE FINANCIAL SOLUTIONS, INC. | November 13, 2025 | Advisory vote to approve the compensation of the Company's Named Executive Officers (the Say on Pay Vote); Say-on-Pay |
Board | For | FOR 16 funds |
Split 22 FOR, 1 AGAINST |
| BROWN & BROWN, INC. | May 6, 2026 | To approve, on an advisory basis, the compensation of named executive officers. Say-on-Pay |
Board | For | FOR 15 funds |
Split 20 FOR, 1 AGAINST |
| BUILD-A-BEAR WORKSHOP, INC. | June 11, 2026 | Election of Directors: Lesli Rotenberg Director Elections |
Board | For | FOR 4 funds |
Split 4 FOR, 2 AGAINST |
| BUILD-A-BEAR WORKSHOP, INC. | June 11, 2026 | Election of Directors: Narayan Iyengar Director Elections |
Board | For | FOR 4 funds |
Split 4 FOR, 2 AGAINST |
| BUMBLE INC. | June 4, 2026 | Approval, on a non-binding advisory basis, of the compensation of the named executive officers as disclosed in the Proxy Statement. Say-on-Pay |
Board | For | AGAINST 4 funds |
Split 5 FOR, 1 AGAINST |
| BURFORD CAPITAL LIMITED | May 13, 2026 | To approve, on an advisory basis, the compensation of the Company's named executive officers as disclosed in the proxy statement for the 2026 annual general meeting of shareholders under "Executive compensation", including the compensation discussion and analysis, the compensation tables and the related narrative discussion included therein ("Say-on-Pay"). Say-on-Pay |
Board | For | FOR 3 funds |
Split 1 FOR, 7 AGAINST |
| BUTTERFLY NETWORK, INC. | June 18, 2026 | To approve by a non-binding advisory vote the compensation of the Company's named executive officers, as disclosed in the proxy statement. Say-on-Pay |
Board | For | FOR 5 funds |
Split 4 FOR, 1 AGAINST |
| Ball Corporation | April 29, 2026 | Election of Directors: Todd A. Penegor Director Elections |
Board | For | AGAINST 14 funds |
Split 3 FOR, 14 AGAINST |
| BancFirst Corporation | May 28, 2026 | Election of Directors: David R. Harlow Director Elections |
Board | For | FOR 7 funds |
Split 4 FOR, 3 AGAINST |
| Bankwell Financial Group, Inc. | May 20, 2026 | Election of Directors: Kevin D. Leitao Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 5 WITHHOLD |
| Belden Inc. | May 21, 2026 | Election of Directors: David J. Aldrich Director Elections |
Board | For | FOR 10 funds |
Split 11 FOR, 1 AGAINST |
| Berry Corporation (bry) | December 15, 2025 | The Merger Agreement Proposal: To adopt the Agreement and Plan of Merger, dated September 14, 2025, by and among California Resources Corporation ("CRC"), Dornoch Merger Sub, LLC ("Merger Sub"), and Berry Corporation (bry) ("Berry") (as it may be amended from time to time), providing for the merger of Merger Sub with and into Berry, with Berry surviving as a direct, wholly-owned subsidiary of CRC (the "Merger"). Extraordinary Transactions |
Board | For | FOR 7 funds |
Split 5 FOR, 1 ABSTAIN |
| BioMarin Pharmaceutical Inc. | June 2, 2026 | Election of Directors: Ian T. Clark Director Elections |
Board | For | FOR 13 funds |
Split 4 FOR, 4 AGAINST |
| Blue Owl Capital Inc. | June 4, 2026 | Election of Directors: Marc S. Lipschultz Director Elections |
Board | For | FOR 12 funds |
Split 4 FOR, 1 AGAINST |
| Blue Owl Capital Inc. | June 4, 2026 | Election of Directors: Michael D. Rees Director Elections |
Board | For | FOR 12 funds |
Split 4 FOR, 1 AGAINST |
| BlueLinx Holdings Inc. | May 14, 2026 | Election of Directors: Mitchell B. Lewis Director Elections |
Board | For | AGAINST 7 funds |
Split 1 FOR, 5 AGAINST |
| Booz Allen Hamilton Holding Corporation | July 23, 2025 | Election of Directors: Horacio D. Rozanski Director Elections |
Board | For | FOR 12 funds |
Split 8 FOR, 1 AGAINST |
| Boston Beer Company, Inc. | May 27, 2026 | Advisory vote to approve our named executive officers' executive compensation. Say-on-Pay |
Board | For | AGAINST 9 funds |
Split 1 FOR, 8 AGAINST |
| Boston Omaha Corporation | August 25, 2025 | Election of Directors (other than the Class B common stock Director): Jeffrey C. Royal Director Elections |
Board | For | WITHHOLD 2 funds |
Split 5 FOR, 1 WITHHOLD |
| Boston Scientific Corporation | April 30, 2026 | Proposal to elect ten Directors: David C. Habiger Director Elections |
Board | For | FOR 16 funds |
Split 22 FOR, 1 AGAINST |
| Boston Scientific Corporation | April 30, 2026 | Proposal to elect ten Directors: Michael F. Mahoney Director Elections |
Board | For | FOR 16 funds |
Split 22 FOR, 1 AGAINST |
| Braemar Hotels & Resorts Inc. | December 15, 2025 | Election of Directors: Rebeca Odino-Johnson Director Elections |
Board | For | FOR 2 funds |
Split 4 FOR, 1 AGAINST |
| Braemar Hotels & Resorts Inc. | December 15, 2025 | Election of Directors: Rebecca Musser Director Elections |
Board | For | FOR 2 funds |
Split 4 FOR, 1 AGAINST |
| Braemar Hotels & Resorts Inc. | December 15, 2025 | Election of Directors: Richard J. Stockton Director Elections |
Board | For | FOR 2 funds |
Split 4 FOR, 1 AGAINST |
| Bristol-Myers Squibb Company | May 5, 2026 | Election of Directors: Christopher S. Boerner, Ph.D. Director Elections |
Board | For | FOR 15 funds |
Split 20 FOR, 1 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.