Home › Asset managers › Compare 2024-2025 › Equitable vs Charles Schwab
Equitable 2024-2025 · Charles Schwab 2024-2025 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 18,916 | 16,164 | 490 | 2,262 | 97.1% | 93.2% |
| Board proposals | 17,338 | 14,982 | 447 | 1,909 | 97.1% | 93.5% |
| E&S shareholder proposals | 249 | 120 | 6 | 123 | 95.2% | 84.7% |
| Other items | 1,329 | 1,062 | 37 | 230 | 96.6% | 90.3% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
37 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 | Equitable | Charles Schwab |
|---|---|---|---|---|---|---|
| ACUITY BRANDS INC. | January 22, 2025 | Stockholder proposal regarding a director resignation bylaw. Corporate Governance |
Other | Against | AGAINST 9 funds |
FOR 12 funds |
| AMERICAN BATTERY TECHNOLOGY CO. | November 13, 2024 | To approve one or more adjournments of the annual meeting to a later date or dates to solicit additional proxies if there are insufficient votes to approve any of the proposals at the time of the annual meeting. Corporate Governance |
Other | For | FOR 1 fund |
AGAINST 1 fund |
| AMERISERV FINANCIAL INC. | August 20, 2024 | The approval and adoption of an amendment to the Company's Amended and Restated Articles of Incorporation to eliminate the ability to exercise cumulative voting in director elections (the "Articles Amendment"). Shareholder Rights and Defenses |
Other | For | FOR 1 fund |
AGAINST 1 fund |
| APPLIED DIGITAL CORP. | November 20, 2024 | Approve the adjournment of the Annual Meeting to a later date or dates, if necessary or appropriate, to permit further solicitation and vote of proxies in the event that there are insufficient votes for, or otherwise in connection with, the approval of any one or more of the foregoing proposals. Corporate Governance |
Other | For | FOR 8 funds |
AGAINST 4 funds |
| AST SPACEMOBILE INC. | June 6, 2025 | To approve an amendment to the Company's Second Amended and Restated Certificate of Incorporation to permit the Company's stockholders to take action by written consent for the purpose of removing directors. Shareholder Rights and Defenses |
Other | For | AGAINST 6 funds |
FOR 4 funds |
| AVIS BUDGET GROUP INC. | May 14, 2025 | To approve a Charter amendment to provide for officer exculpation as permitted by Delaware law and to make certain housekeeping amendments. Director Elections |
Other | For | AGAINST 10 funds |
FOR 9 funds |
| BELLRING BRANDS INC. | January 28, 2025 | To consider and vote on a stockholder proposal to adopt a director election resignation guideline. Corporate Governance |
Other | Against | AGAINST 9 funds |
FOR 12 funds |
| BIOMEA FUSION INC. | June 11, 2025 | To approve the adjournment of the Annual Meeting to solicit additional proxies to the extent that there are insufficient votes at the Annual Meeting to approve Proposal No. 3. Corporate Governance |
Other | For | FOR 7 funds |
AGAINST 2 funds |
| BLUEBIRD BIO INC. | December 4, 2024 | The approval of an adjournment of the Annual Meeting, if necessary, to solicit additional proxies if there are not sufficient votes at the time of the Annual Meeting to approve Proposal 3, Proposal 4 and/or Proposal 5. Corporate Governance |
Other | For | FOR 7 funds |
AGAINST 2 funds |
| BRIDGEBIO PHARMA INC. | June 20, 2025 | To approve the adjournment of the Annual Meeting to the extent there are insufficient votes at the Annual Meeting to approve any of the above proposals. Corporate Governance |
Other | For | FOR 9 funds |
AGAINST 7 funds |
| CARDINAL HEALTH INC. | November 6, 2024 | Shareholder proposal to prohibit re-nomination of any director who fails to receive a majority vote, if properly presented. Corporate Governance |
Other | Against | AGAINST 24 funds |
FOR 14 funds |
| CHILDREN'S PLACE INC. | May 7, 2025 | To approve an amendment to the Company's Charter to eliminate the prohibition against stockholders acting by written consent without a stockholder meeting. Corporate Governance |
Other | For | AGAINST 1 fund |
FOR 1 fund |
| CURIOSITYSTREAM INC. | June 30, 2025 | To approve an adjournment of the Annual Meeting to a later date or dates, if necessary, to permit further solicitation and vote of proxies if, based upon the tabulated votes at the time of the Annual Meeting, there are insufficient shares of our capital stock represented, either in person or by proxy, to constitute a quorum necessary to conduct business at the Annual Meeting or to approve Proposal No. 2. Corporate Governance |
Other | For | FOR 1 fund |
AGAINST 1 fund |
| Commerzbank AG | May 15, 2025 | Additional or Amended Shareholder Proposals Corporate Governance |
Other | None | ABSTAIN 1 fund |
AGAINST 4 funds |
| DAYFORCE INC. | May 2, 2025 | To approve Dayforce's Amended and Restated Certificate of Incorporation Corporate Governance |
Other | For | FOR 23 funds |
AGAINST 15 funds |
| ENERGIZER HOLDINGS INC. | January 24, 2025 | Shareholder proposal - Director Election Resignation Governance Policy. Corporate Governance |
Other | Against | AGAINST 7 funds |
FOR 7 funds |
| JABIL INC. | January 23, 2025 | Vote on a stockholder proposal requesting director election resignation governance guidelines. Corporate Governance |
Other | Against | AGAINST 20 funds |
FOR 15 funds |
| MOLINA HEALTHCARE INC. | April 30, 2025 | Stockholder proposal regarding stockholders' ability to call a special stockholders meeting, if properly presented. Corporate Governance |
Other | Against | FOR 1 fund |
AGAINST 14 funds |
| ONE STOP SYSTEMS INC. | May 14, 2025 | To approve the adjournment of the Annual Meeting to another place, or a later date or dates, if necessary or appropriate, to solicit additional proxies in the event we have not received sufficient votes in favor of the foregoing proposals; Corporate Governance |
Other | For | FOR 1 fund |
AGAINST 1 fund |
| ORGANON & CO. | June 10, 2025 | Shareholder proposal requesting adoption of a director election resignation guideline. Corporate Governance |
Other | Against | AGAINST 5 funds |
FOR 11 funds |
| PHILLIPS 66 | May 21, 2025 | Elliot Nominees: Stacy D. Nieuwoudt Director Elections |
Other | Contested | FOR 1 fund |
WITHHOLD 12 funds |
| PHILLIPS 66 | May 21, 2025 | Elliott's proposal to approve, on an advisory basis, a resolution requesting that the Board of Directors adopt a policy to implement the annual election of all directors. Shareholder Rights and Defenses |
Other | Contested | AGAINST 10 funds |
FOR 12 funds |
| POST HOLDINGS INC. | January 30, 2025 | Shareholder proposal concerning adoption of a director election resignation guideline. Corporate Governance |
Other | Against | AGAINST 9 funds |
FOR 12 funds |
| PRESTIGE C | August 6, 2024 | To approve the Amendments to our Amended and Restated Certificate of Incorporation. Corporate Governance |
Other | Not determined | FOR 7 funds |
AGAINST 10 funds |
| Q32 BIO INC. | June 13, 2025 | To approve the adjournment of the Annual Meeting to the extent there are insufficient votes at the Annual Meeting to approve Proposal No. 2. Corporate Governance |
Other | For | FOR 7 funds |
AGAINST 1 fund |
| RIVIAN AUTOMOTIVE INC. | June 18, 2025 | Approval of the adjournment of the Annual Meeting, if necessary, to solicit additional proxies if there are not sufficient votes in favor of Proposal 4, Proposal 5, Proposal 6 or Proposal 7. Corporate Governance |
Other | For | FOR 5 funds |
AGAINST 12 funds |
| RYAN SPECIALTY HOLDINGS INC. | May 30, 2025 | To approve an amendment to the Certificate to provide for the exculpation of certain officers of the Company to the fullest extent provided under Delaware law. Director Elections |
Other | For | FOR 8 funds |
AGAINST 8 funds |
| SALLY BEAUTY HOLDINGS INC. | January 24, 2025 | Vote on shareholder proposal (Director Election Resignation Guideline). Corporate Governance |
Other | Against | AGAINST 7 funds |
FOR 7 funds |
| SEZZLE INC. | November 19, 2024 | The adoption of the Fifth Restated Certificate of Incorporation. Corporate Governance |
Other | For | AGAINST 8 funds |
FOR 4 funds |
| SLEEP NUMBER CORP. | May 28, 2025 | Approve the Adjournment of the Annual Meeting to a Later Date or Dates, if Necessary and Appropriate Corporate Governance |
Other | For | FOR 7 funds |
AGAINST 7 funds |
| Samsung Electronics Co., Ltd. | March 19, 2025 | Election of Audit Committee Member: SHIN Je Yoon Corporate Governance |
Other | For | FOR 1 fund |
AGAINST 5 funds |
| TEXAS PACIFIC LAND CORP. | November 8, 2024 | To consider a non-binding stockholder proposal regarding the renomination of directors. Corporate Governance |
Other | Against | AGAINST 9 funds |
FOR 12 funds |
| U-HAUL HOLDING CO. | August 15, 2024 | A proposal received from Company Stockholder proponents to ratify and affirm the decisions and actions taken by the Board of Directors and executive officers of the Company with respect to U-HAUL HOLDING COMPANY, its subsidiaries, and its various constituencies for the fiscal year ended March 31,2024. Corporate Governance |
Other | For | AGAINST 5 funds |
ABSTAIN 11 funds |
| US FOODS HOLDING CORP. | May 22, 2025 | Stockholder proposal to adopt a right to call a special stockholder meeting at a 15% aggregate ownership threshold. Corporate Governance |
Other | None | FOR 7 funds |
AGAINST 12 funds |
| VECTOR GROUP LTD. | August 20, 2024 | Advisory vote on a stockholder proposal requesting the Company to amend its governing documents to require the Chairman of the Board of Directors to be an independent director. Corporate Governance |
Other | Against | FOR 7 funds |
AGAINST 7 funds |
| W. R. BERKLEY CORP. | June 11, 2025 | A stockholder proposal regarding director election resignation governance policy, if properly presented at the Annual Meeting. Corporate Governance |
Other | Against | AGAINST 18 funds |
FOR 13 funds |
| XOMA ROYALTY CORP. | May 28, 2025 | Approval of a proposal to authorize the Board to unilaterally amend the By-laws. Shareholder Rights and Defenses |
Other | For | FOR 8 funds |
AGAINST 2 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.