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 | 174 | 86 | 4 | 84 | 95.6% | 85.2% |
| Other items | 1,302 | 950 | 57 | 295 | 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 |
|---|---|---|---|---|---|---|
| ACADIA PHARMACEUTICALS INC. | May 29, 2026 | To elect the Board's three nominees for Class I director to hold office until the Company's 2029 Annual Meeting of Stockholders and their successors are duly elected and qualified, or until their earlier death, resignation or removal: James M. Daly Director Elections |
Board | For | FOR 5 funds |
WITHHOLD 3 funds |
| ACADIAN ASSET MANAGEMENT INC. | June 11, 2026 | Election of Directors: Andrew Kim Director Elections |
Board | For | AGAINST 8 funds |
FOR 7 funds |
| ADVANCED FLOWER CAPITAL INC. | November 6, 2025 | To approve the application of the reduced asset coverage requirements in Section 61 (a)(2) of the 1940 Act to the Company, which would permit the Company to increase the maximum amount of leverage that it would otherwise be permitted to incur by reducing the asset coverage requirement applicable to the Company from 200% to 150%. Investment Company Matters |
Board | For | AGAINST 1 fund |
FOR 6 funds |
| AERSALE CORPORATION | June 11, 2026 | Approval, on an advisory basis, of the Company's named executive officer compensation. Compensation |
Board | For | FOR 3 funds |
AGAINST 6 funds |
| AGENUS INC. | June 16, 2026 | To approve, in a non-binding advisory vote, the compensation of the Company's named executive officers for 2025 (Say-on-Pay). Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 1 fund |
| AGILON HEALTH, INC. | June 2, 2026 | Approval, by advisory vote, of the compensation paid to the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 6 funds |
| AIRGAIN INC | June 10, 2026 | To consider and vote upon, on an advisory basis, the compensation of our named executive officers as disclosed in this proxy statement pursuant to the compensation disclosure rules of the Securities and Exchange Commission. Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 1 fund |
| AKAMAI TECHNOLOGIES, INC. | May 13, 2026 | Election of Directors: Janaki Akella Director Elections |
Board | For | AGAINST 14 funds |
FOR 19 funds |
| ALT5 Sigma Corporation | February 27, 2026 | To ratify the appointment of LJ Soldinger Associates, LLC ("Soldinger"), as the Company's independent registered public accounting firm for fiscal year 2025; and Audit-related |
Board | For | AGAINST 2 funds |
FOR 1 fund |
| ALTA EQUIPMENT GROUP INC. | May 29, 2026 | To approve the First Amendment to Alta Equipment Group, Inc 2020 Omnibus Incentive Plan Compensation |
Board | For | FOR 2 funds |
AGAINST 7 funds |
| AMBARELLA, INC. | June 26, 2026 | To approve an amendment and restatement of the Ambarella, Inc. 2021 Equity Incentive Plan. Compensation |
Board | For | AGAINST 5 funds |
FOR 8 funds |
| AMERICAN INTEGRITY INSURANCE GROUP, INC. | June 11, 2026 | To elect one Class I director to serve until the Company's 2029 annual meeting of stockholders and until such director's successor shall have been duly elected and qualified or until such director's earlier death, resignation or removal; Steven Smathers Director Elections |
Board | For | AGAINST 3 funds |
FOR 6 funds |
| AMN HEALTHCARE SERVICES, INC. | May 1, 2026 | To approve, by non-binding advisory vote, the compensation paid to our named executive officers. Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 6 funds |
| APPLIED INDUSTRIAL TECHNOLOGIES, INC. | October 21, 2025 | Election of Directors: Mary Dean Hall Director Elections |
Board | For | WITHHOLD 12 funds |
FOR 9 funds |
| ARCUS BIOSCIENCES, INC. | June 11, 2026 | To ratify the appointment by the Audit Committee of the Board of Directors of Ernst & Young LLP as the independent registered public accounting firm of Arcus Biosciences for its fiscal year ending December 31, 2026. Audit-related |
Board | For | AGAINST 5 funds |
FOR 8 funds |
| AUDIOEYE, INC. | June 22, 2026 | To approve, by non-binding advisory vote, the compensation of AudioEye, Inc.'s named executive officers. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 6 funds |
| AVEANNA HEALTHCARE HOLDINGS INC. | May 29, 2026 | To approve, on an advisory, non-binding, basis, the compensation paid to the Company's Named Executive Officers identified in the accompanying Proxy Statement. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 9 funds |
| Abeona Therapeutics Inc. | June 12, 2026 | Election of three Class 1 Directors for a three-year term: Michael Amoroso Director Elections |
Board | For | FOR 2 funds |
AGAINST 7 funds |
| Acuren Corporation | July 31, 2025 | Election of Directors: Sir Martin E. Franklin Director Elections |
Board | For | AGAINST 3 funds |
FOR 6 funds |
| Aeva Technologies, Inc. | June 18, 2026 | Election of Class II Directors: Hrach Simonian Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 8 funds |
| Allianz SE | May 7, 2026 | Elect Sophie Boissard Director Elections |
Board | For | AGAINST 6 funds |
FOR 1 fund |
| Allianz SE | May 7, 2026 | Management Board Remuneration Policy Compensation |
Board | For | AGAINST 6 funds |
FOR 1 fund |
| Alphabet Inc. | June 5, 2026 | Election of Directors: Frances H. Arnold Director Elections |
Board | For | AGAINST 16 funds |
FOR 1 fund |
| Alphabet Inc. | June 5, 2026 | Election of Directors: John L. Hennessy Director Elections |
Board | For | FOR 16 funds |
AGAINST 1 fund |
| Alphabet Inc. | June 5, 2026 | Election of Directors: K. Ram Shriram Director Elections |
Board | For | AGAINST 16 funds |
FOR 1 fund |
| Alphabet Inc. | June 5, 2026 | Election of Directors: L. John Doerr Director Elections |
Board | For | AGAINST 16 funds |
FOR 1 fund |
| Alphabet Inc. | June 5, 2026 | Election of Directors: Robin L. Washington Director Elections |
Board | For | AGAINST 16 funds |
FOR 1 fund |
| Alstom | July 10, 2025 | Authority to Issue Performance Shares Capital Structure |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| Anheuser-Busch Inbev SA/NV | April 29, 2026 | Elect Jennifer Hunter to the Board of Directors Director Elections |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| Anheuser-Busch Inbev SA/NV | April 29, 2026 | Elect William F. Gifford, Jr. to the Board of Directors Director Elections |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| AppLovin Corporation | June 3, 2026 | Election of Directors: Margaret H. Georgiadis Director Elections |
Board | For | WITHHOLD 12 funds |
FOR 1 fund |
| Applied Digital Corporation | November 5, 2025 | Election of Directors: Richard Nottenburg Director Elections |
Board | For | FOR 5 funds |
WITHHOLD 7 funds |
| Ascent Industries Co. | June 10, 2026 | Election of Directors: Benjamin Rosenzweig Director Elections |
Board | For | AGAINST 2 funds |
FOR 6 funds |
| Ascent Industries Co. | June 10, 2026 | Election of Directors: Henry L. Guy Director Elections |
Board | For | FOR 2 funds |
AGAINST 6 funds |
| Assa Abloy AB | April 28, 2026 | Election of Directors Director Elections |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| Assa Abloy AB | April 28, 2026 | Remuneration Report Compensation |
Board | For | AGAINST 4 funds |
FOR 1 fund |
| AstraZeneca plc | April 9, 2026 | Elect Marcus Wallenberg Director Elections |
Board | For | FOR 7 funds |
AGAINST 1 fund |
| AstraZeneca plc | April 9, 2026 | Elect Rene Haas Director Elections |
Board | For | FOR 7 funds |
AGAINST 1 fund |
| Ategrity Specialty Insurance Company Holdings | June 9, 2026 | Election of Directors: John (Jack) L. Sennott, Jr. Director Elections |
Board | For | AGAINST 2 funds |
FOR 5 funds |
| Ategrity Specialty Insurance Company Holdings | June 9, 2026 | Election of Directors: Justin Cohen Director Elections |
Board | For | AGAINST 2 funds |
FOR 5 funds |
| Ategrity Specialty Insurance Company Holdings | June 9, 2026 | Election of Directors: Mitchell Pressman Director Elections |
Board | For | AGAINST 2 funds |
FOR 5 funds |
| Ategrity Specialty Insurance Company Holdings | June 9, 2026 | Election of Directors: Robert C. Merton, Ph.D. Director Elections |
Board | For | AGAINST 2 funds |
FOR 5 funds |
| Ategrity Specialty Insurance Company Holdings | June 9, 2026 | Election of Directors: Stuart J. Zimmer Director Elections |
Board | For | AGAINST 2 funds |
FOR 5 funds |
| Ategrity Specialty Insurance Company Holdings | June 9, 2026 | Election of Directors: Tom Hulst Director Elections |
Board | For | AGAINST 2 funds |
FOR 4 funds |
| Ategrity Specialty Insurance Company Holdings | June 9, 2026 | Election of Directors: William Mercer Director Elections |
Board | For | AGAINST 2 funds |
FOR 5 funds |
| Atlas Copco AB | April 28, 2026 | Elect Hans Straberg Director Elections |
Board | For | FOR 6 funds |
AGAINST 1 fund |
| Atlas Copco AB | April 28, 2026 | Elect Helene Mellquist Director Elections |
Board | For | AGAINST 6 funds |
FOR 1 fund |
| Atlas Copco AB | April 28, 2026 | Elect Martin Lundstedt Director Elections |
Board | For | FOR 6 funds |
AGAINST 1 fund |
| Atlas Copco AB | April 28, 2026 | Elect Peter Wallenberg Jr. Director Elections |
Board | For | AGAINST 6 funds |
FOR 1 fund |
| Atlas Copco AB | April 28, 2026 | Remuneration Report Compensation |
Board | For | AGAINST 6 funds |
FOR 1 fund |
| Aviva plc | May 6, 2026 | Annual Bonus Plan Compensation |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| BAKKT, INC. | June 23, 2026 | Advisory Vote to Approve Executive Compensation. Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 7 funds |
| BETA BIONICS, INC. | May 21, 2026 | To elect two Class I directors, as nominated by the Board of Directors, to hold office until the 2029 Annual Meeting of Stockholders and their successors are duly elected and qualified, or until their earlier death, resignation or removal. Sean D. Carney Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 5 funds |
| BGSF, INC. | September 4, 2025 | To approve, on an advisory (non-binding) basis, the compensation that may be paid or become payable to certain of BGSF's named executive officers, in connection with the transactions contemplated by the Equity Purchase Agreement Say-on-Pay |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| BGSF, INC. | November 5, 2025 | To amend BGSF, Inc.'s 2013 Long-Term Incentive Plan to add an additional 250,000 shares of common stock available for issuance. Compensation |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| BLOCK, INC. | June 16, 2026 | Elect Roelof F. Botha Director Elections |
Board | For | FOR 15 funds |
WITHHOLD 1 fund |
| BOX, INC. | June 25, 2026 | To approve an amendment to our Amended and Restated 2015 Equity Incentive Plan to increase the number of shares reserved for issuance by 7,200,000 shares. Compensation |
Board | For | AGAINST 8 funds |
FOR 9 funds |
| BP plc | April 23, 2026 | Elect Albert Manifold Director Elections |
Board | For | AGAINST 5 funds |
FOR 1 fund |
| BRAZE, INC. | June 30, 2026 | Advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 7 funds |
| BROADWAY FINANCIAL CORPORATION | June 17, 2026 | To cast an advisory (non-binding) vote to approve executive compensation. Say-on-Pay |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| BURKE & HERBERT FINANCIAL SERVICES CORP. | June 18, 2026 | Election of the following persons as Directors: Georgette R. George Director Elections |
Board | For | AGAINST 4 funds |
FOR 6 funds |
| Bank7 Corp. | May 20, 2026 | Election of Directors: Gary D. Whitcomb Director Elections |
Board | For | AGAINST 2 funds |
FOR 7 funds |
| Bank7 Corp. | May 20, 2026 | Election of Directors: John T. Phillips Director Elections |
Board | For | AGAINST 2 funds |
FOR 7 funds |
| Bar Harbor Bankshares | May 7, 2026 | ELECTION OF THE FOLLOWING NOMINEES AS DIRECTORS: Lauri E. Fernald Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 6 funds |
| Better Home & Finance Holding Company | June 10, 2026 | Election of Directors: Harit Talwar Director Elections |
Board | For | AGAINST 2 funds |
FOR 5 funds |
| Blue Owl Capital Inc. | June 4, 2026 | Election of Directors: Claudia Holz Director Elections |
Board | For | FOR 12 funds |
AGAINST 5 funds |
| BlueLinx Holdings Inc. | May 14, 2026 | Election of Directors: Anuj Dhanda Director Elections |
Board | For | AGAINST 7 funds |
FOR 6 funds |
| Boston Omaha Corporation | August 25, 2025 | Election of Directors (other than the Class B common stock Director): Brendan J. Keating Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 7 funds |
| Boston Omaha Corporation | August 25, 2025 | Election of Directors (other than the Class B common stock Director): Frank H. Kenan II Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 7 funds |
| Bouygues SA | April 23, 2026 | 2025 Remuneration of Edward Bouygues, Deputy CEO Compensation |
Board | For | AGAINST 5 funds |
FOR 1 fund |
| Bouygues SA | April 23, 2026 | Authority to Issue Performance Shares (Pension Plan) Capital Structure |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| Bouygues SA | April 23, 2026 | Elect Benoit Maes Director Elections |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| Bouygues SA | April 23, 2026 | Special Auditors Report on Regulated Agreements Audit-related |
Board | For | AGAINST 5 funds |
FOR 1 fund |
| Braemar Hotels & Resorts Inc. | December 15, 2025 | Election of Directors: Candace Evans Director Elections |
Board | For | FOR 2 funds |
AGAINST 6 funds |
| Braemar Hotels & Resorts Inc. | December 15, 2025 | Election of Directors: Matthew D. Rinaldi Director Elections |
Board | For | FOR 2 funds |
AGAINST 6 funds |
| Braemar Hotels & Resorts Inc. | December 15, 2025 | Election of Directors: Monty J. Bennett Director Elections |
Board | For | FOR 2 funds |
AGAINST 6 funds |
| CABALETTA BIO, INC. | June 9, 2026 | To approve, on a non-binding, advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| CABLE ONE, INC. | May 14, 2026 | To approve the Cable One, Inc. 2026 Omnibus Incentive Compensation Plan. Compensation |
Board | For | AGAINST 7 funds |
FOR 6 funds |
| CACI International Inc | October 16, 2025 | Election of Directors: Ryan D. McCarthy Director Elections |
Board | For | AGAINST 12 funds |
FOR 9 funds |
| CB Financial Services, Inc. | May 20, 2026 | Election of Directors: David F. Pollock Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 6 funds |
| CB Financial Services, Inc. | May 20, 2026 | Election of Directors: Mark E. Fox Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 6 funds |
| CHURCHILL DOWNS INCORPORATED | April 21, 2026 | To approve, on a non-binding advisory basis, the Company's executive compensation as disclosed in the proxy statement. Say-on-Pay |
Board | For | AGAINST 14 funds |
FOR 12 funds |
| CLARUS CORPORATION | May 28, 2026 | To approve an advisory resolution on executive compensation Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 1 fund |
| CLEARWAY ENERGY, INC. | April 29, 2026 | To approve a Second Amended and Restated Certificate of Incorporation of Clearway Energy, Inc. (the "Amended Charter") that would (i) provide that each share of Class A common stock, par value $0.01 per share ("Class A common stock"), will be convertible into one share of Class C common stock, par value $0.01 per share, (ii) provide that such conversion (the "Class A Conversion") will occur automatically at 12:01 A.M. (Eastern Time) on the second business day following the filing of the Amended Charter, (iii) provide that, from and after the Class A Conversion, Clearway Energy, Inc. will not have authority to issue or reissue Class A common stock and certain provisions relating to the Class A common stock will have no further force or effect, (iv) reduce the number of authorized shares of Class A common stock to 34,613,853 and (v) update certain other historical matters. Capital Structure |
Board | For | AGAINST 9 funds |
FOR 3 funds |
| CLOUDFLARE, INC. | June 30, 2026 | Approval and adoption of amendments to establish the Class C common stock. Capital Structure |
Board | For | AGAINST 8 funds |
FOR 2 funds |
| CNA FINANCIAL CORPORATION | April 29, 2026 | An advisory (non-binding) vote to approve named executive officer compensation. Say-on-Pay |
Board | For | FOR 14 funds |
AGAINST 4 funds |
| COASTALSOUTH BANCSHARES, INC. | April 23, 2026 | Election of Directors: Ernst W. Bruderer Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 5 funds |
| COASTALSOUTH BANCSHARES, INC. | April 23, 2026 | Election of Directors: J. Simon Fraser Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 5 funds |
| COGENT COMMUNICATIONS HOLDINGS, INC. | May 1, 2026 | To approve the Third Amended and Restated 2017 Incentive Award Plan of the Company, including an increase in the number of shares available for issuance thereunder by 1.5 million shares. Compensation |
Board | For | AGAINST 7 funds |
FOR 7 funds |
| COMCAST CORPORATION | June 10, 2026 | Elect Gordon A. Smith Director Elections |
Board | For | FOR 14 funds |
WITHHOLD 1 fund |
| CONSTRUCTION PARTNERS INC | March 24, 2026 | Proposal to elect two Class II directors to serve for a three-year term expiring at the 2029 annual meeting of stockholders. Craig Jennings Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 3 funds |
| COREWEAVE, INC. | June 8, 2026 | Election of Class I Director: Michael Intrator Director Elections |
Board | For | WITHHOLD 9 funds |
FOR 1 fund |
| COYA THERAPEUTICS, INC. | June 25, 2026 | Election of Directors: Dieter Weinand Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 1 fund |
| CREDIT ACCEPTANCE CORPORATION | June 10, 2026 | Election of Directors: Glenda J. Flanagan Director Elections |
Board | For | WITHHOLD 12 funds |
FOR 7 funds |
| CREDIT ACCEPTANCE CORPORATION | June 10, 2026 | Election of Directors: Kenneth S. Booth Director Elections |
Board | For | WITHHOLD 12 funds |
FOR 7 funds |
| CREDIT ACCEPTANCE CORPORATION | June 10, 2026 | Election of Directors: Scott J. Vassalluzzo Director Elections |
Board | For | WITHHOLD 12 funds |
FOR 7 funds |
| CURIOSITYSTREAM INC. | May 20, 2026 | To approve an amendment to the CuriosityStream Inc. 2020 Omnibus Incentive Plan (the Plan) to increase the number of shares of Common Stock authorized for issuance under the Plan from 10,725,000 shares of Common Stock to 11,725,000 shares of Common Stock. Compensation |
Board | For | AGAINST 3 funds |
FOR 6 funds |
| Capgemini SE | May 20, 2026 | Authority to Issue Performance Shares Capital Structure |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| Capital One Financial Corporation | May 8, 2026 | Election of Directors: Jennifer L. Wong Director Elections |
Board | For | AGAINST 12 funds |
FOR 19 funds |
| Cardinal Infrastructure Group Inc. | June 5, 2026 | Election of Directors: Austin J. Shanfelter Director Elections |
Board | For | AGAINST 2 funds |
FOR 7 funds |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 13, 2026 from SEC Form N-PX filings.