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
267 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 |
|---|---|---|---|---|---|---|
| PACCAR INC | April 29, 2025 | Stockholder proposal regarding a shareholder vote on excessive golden parachutes Say-on-Pay |
Other | Against | Split 7 FOR, 8 AGAINST |
AGAINST 12 funds |
| PANGAEA LOGISTICS SOLUTIONS LTD. | December 30, 2024 | To adjourn or postpone the Special Meeting if necessary or appropriate to solicit additional proxies if there are insufficient votes at the time of the Special Meeting to constitute a quorum or to approve Proposal 1 or Proposal 2, and to ensure that any supplement or amendment to the proxy statement is timely provided to the Company's shareholders (referred to as "Proposal 2"). Corporate Governance |
Other | For | Split 4 FOR, 2 ABSTAIN |
FOR 2 funds |
| PARAGON 28 INC. | April 17, 2025 | To approve any adjournment of the special meeting for the purpose of soliciting additional proxies if there are insufficient votes at the special meeting to adopt the merger agreement. Corporate Governance |
Other | For | Split 3 FOR, 2 ABSTAIN |
FOR 4 funds |
| PAYPAL HOLDINGS INC. | June 5, 2025 | Stockholder Proposal - Reduce Threshold to Call Special Meetings of Stockholders. Corporate Governance |
Other | Against | Split 10 FOR, 8 AGAINST |
AGAINST 14 funds |
| May 22, 2025 | Approve an amendment to our Amended and Restated Certificate of Incorporation to provide for officer exculpation as permitted by Delaware law. Corporate Governance |
Other | For | Split 4 FOR, 4 AGAINST |
FOR 12 funds |
|
| PORTILLO'S INC. | June 10, 2025 | Shareholder Proposal, if properly presented Corporate Governance |
Other | Against | Split 4 FOR, 2 AGAINST |
AGAINST 4 funds |
| POST HOLDINGS INC. | January 30, 2025 | Management proposal to eliminate certain supermajority voting requirements. Shareholder Rights and Defenses |
Other | For | Split 8 FOR, 1 ABSTAIN |
AGAINST 12 funds |
| POST HOLDINGS INC. | January 30, 2025 | Shareholder proposal to eliminate all supermajority voting requirements. Corporate Governance |
Other | Against | Split 8 FOR, 1 AGAINST |
FOR 12 funds |
| POWER INTEGRATIONS INC. | May 15, 2025 | To consider, if properly presented at the Annual Meeting, a stockholder proposal requesting the Board of Directors to adopt a policy and amend governing documents in order that two separate individuals hold the office of Chairman of the Board and the office of the Chief Executive Officer. Corporate Governance |
Other | Against | Split 6 FOR, 4 AGAINST |
AGAINST 7 funds |
| PROLOGIS INC. | May 8, 2025 | Vote on a stockholder proposal titled "Support a Reasonable Shareholder Ability to Call for a Special Shareholder Meeting." Corporate Governance |
Other | Against | Split 12 FOR, 7 AGAINST |
AGAINST 15 funds |
| PRUDENTIAL FINANCIAL INC. | May 13, 2025 | Shareholder proposal regarding an Independent Board Chairman. Corporate Governance |
Other | Against | Split 8 FOR, 10 AGAINST |
AGAINST 13 funds |
| QUEST DIAGNOSTICS INC. | May 15, 2025 | Stockholder proposal, as described in the accompanying proxy statement, if properly presented at the Annual Meeting Corporate Governance |
Other | Against | Split 1 FOR, 19 AGAINST |
AGAINST 13 funds |
| RB GLOBAL INC | May 5, 2025 | APPROVAL OF AN ORDINARY RESOLUTION RATIFYING, CONFIRMING AND APPROVING THE COMPANY'S SECOND AMENDED AND RESTATED SHAREHOLDER RIGHTS PLAN AGREEMENT, DATED AS OF FEBRUARY 24, 2025, BETWEEN THE COMPANY AND COMPUTERSHARE INVESTOR SERVICES INC., THE FULL TEXT OF WHICH RESOLUTION IS SET OUT IN THE ACCOMPANYING PROXY STATEMENT Shareholder Rights and Defenses |
Other | For | Split 11 FOR, 1 AGAINST |
AGAINST 11 funds |
| REDWIRE CORP. | May 21, 2025 | To amend the Company's Certificate of Incorporation to limit the liability of certain officers of the Company. Director Elections |
Other | For | Split 5 FOR, 2 AGAINST |
FOR 2 funds |
| REDWIRE CORP. | June 13, 2025 | Adjournment Proposal: To approve one or more adjournments of the Special Meeting of Redwire Stockholders (the "Special Meeting of Stockholders"), if appropriate, to solicit additional proxies if there are insufficient votes to approve the Mergers and the Stock Issuance pursuant to the Mergers at the time of the Special Meeting of Stockholders. Corporate Governance |
Other | For | Split 5 FOR, 2 ABSTAIN |
AGAINST 2 funds |
| REVVITY INC. | April 22, 2025 | To approve the shareholder proposal regarding ability to call a special shareholder meeting, if properly presented at the annual meeting. Corporate Governance |
Other | Against | Split 11 FOR, 7 AGAINST |
AGAINST 13 funds |
| RHYTHM PHARMACEUTICALS INC. | June 24, 2025 | 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 the Officer Exculpation Amendment. Corporate Governance |
Other | For | Split 8 FOR, 1 AGAINST |
AGAINST 5 funds |
| S&P GLOBAL INC. | May 7, 2025 | Vote on a shareholder proposal to amend the Company's clawback policy for unearned executive pay. Compensation |
Other | Against | Split 1 FOR, 21 AGAINST |
AGAINST 12 funds |
| SERVICENOW INC. | May 22, 2025 | Amendments to Certificate of Incorporation to reflect Delaware law provisions regarding officer exculpation and other immaterial changes. Director Elections |
Other | For | Split 22 FOR, 1 AGAINST |
FOR 15 funds |
| SERVICENOW INC. | May 22, 2025 | Shareholder proposal to remove the one-year holding period requirement to call a special meeting of shareholders. Corporate Governance |
Other | Against | Split 1 FOR, 22 AGAINST |
AGAINST 15 funds |
| SHUTTERSTOCK INC. | June 10, 2025 | To approve the adjournment of the Special Meeting, if necessary or appropriate, to solicit additional proxies if there are insufficient votes to adopt the Merger Agreement. Corporate Governance |
Other | For | Split 4 FOR, 3 ABSTAIN |
FOR 7 funds |
| SILVERBOW RESOURCES INC. | July 29, 2024 | The SilverBow Adjournment Proposal: To approve one or more adjournments of the SilverBow special meeting to a later date or dates, if necessary or appropriate, to solicit additional proxies in the event there are not sufficient votes at the time of the SilverBow special meeting to approve the SilverBow Merger Proposal. Corporate Governance |
Other | For | Split 5 FOR, 2 ABSTAIN |
FOR 7 funds |
| SINCLAIR INC. | June 5, 2025 | Approval of the amendment to the Company's Articles of Amendment and Restatement to the Articles of Incorporation. Corporate Governance |
Other | For | Split 6 AGAINST, 1 ABSTAIN |
FOR 7 funds |
| SOLO BRANDS INC. | May 23, 2025 | Approval of an amendment to the Company's Amended and Restated Certificate of Incorporation to provide for exculpation of officers from breaches of fiduciary duty to the extent permitted by the General Corporation Law of the State of Delaware. Director Elections |
Other | For | Split 5 FOR, 2 AGAINST |
FOR 1 fund |
| SOUNDHOUND AI INC. | May 23, 2025 | To consider and vote upon an amendment to Article VIII of the Company's Second Amended and Restated Certificate of Incorporation to provide for officer exculpation. Director Elections |
Other | For | Split 4 FOR, 5 AGAINST |
FOR 4 funds |
| SOUTHERN CO. | May 21, 2025 | Stockholder proposal regarding simple majority vote Shareholder Rights and Defenses |
Other | Against | Split 12 FOR, 5 AGAINST, 1 ABSTAIN |
AGAINST 12 funds |
| SPARTANNASH CO. | May 21, 2025 | Proposal to Provide Shareholders the Right to Call Special Meetings of Shareholders at a 15% Ownership Threshold, if properly presented at the Annual Meeting. Corporate Governance |
Other | Against | Split 2 FOR, 4 AGAINST |
AGAINST 7 funds |
| STANDEX INTERNATIONAL CORP. | October 22, 2024 | To approve an amendment of the Company's By-Laws to provide the Board of Directors, in addition to the shareholders, with the authority to set the number of directors within the prescribed range. Corporate Governance |
Other | For | Split 7 FOR, 1 AGAINST |
FOR 7 funds |
| SYNOPSYS INC. | April 10, 2025 | To vote on a stockholder proposal regarding shareholder ratification of golden parachutes, if properly presented at the meeting. Corporate Governance |
Other | Against | Split 6 FOR, 17 AGAINST |
AGAINST 13 funds |
| T. ROWE PRICE GROUP INC. | May 8, 2025 | Consider a stockholder proposal for a shareholder approval requirement for excessive golden parachutes. Compensation |
Other | Against | Split 8 FOR, 10 AGAINST |
AGAINST 14 funds |
| TD SYNNEX CORP. | April 2, 2025 | Charter amendment limiting liability of certain officers Corporate Governance |
Other | For | Split 8 FOR, 1 AGAINST |
FOR 12 funds |
| TD SYNNEX CORP. | April 2, 2025 | Stockholder proposal regarding shareholder ability to call for a special shareholder meeting, if properly presented. Shareholder Rights and Defenses |
Other | Against | Split 5 FOR, 3 AGAINST |
AGAINST 12 funds |
| TECHTARGET INC. | November 26, 2024 | Approve the adjournment of the special meeting if TechTarget determines that it is necessary to permit further solicitation of proxies in the event there are not sufficient votes at the time of the special meeting to adopt the Transaction Agreement. Corporate Governance |
Other | For | Split 3 FOR, 2 ABSTAIN |
FOR 4 funds |
| TEJON RANCH CO. | May 13, 2025 | Vote on shareholder proposal to request Board of Directors to Amend Governance Documents to provide rights for shareholders with 10% or more ownership to call special meetings. Corporate Governance |
Other | Contested | Split 7 FOR, 1 AGAINST |
AGAINST 4 funds |
| TELEDYNE TECHNOLOGIES INC. | April 23, 2025 | Approval of a stockholder proposal to support shareholder ability to call for a special shareholder meeting Corporate Governance |
Other | Against | Split 12 FOR, 7 AGAINST |
AGAINST 13 funds |
| TELEFLEX INC. | May 9, 2025 | Stockholder proposal, if properly presented at the Annual Meeting, regarding continuous holding requirement for calling a special stockholder meeting. Corporate Governance |
Other | Against | Split 1 FOR, 18 AGAINST |
AGAINST 15 funds |
| TERRAN ORBITAL CORP. | October 29, 2024 | To approve one or more adjournments of the special meeting, if necessary or appropriate, to solicit additional proxies if there are insufficient votes at the time of the special meeting to approve the merger agreement proposal. Corporate Governance |
Other | For | Split 5 FOR, 2 ABSTAIN |
FOR 4 funds |
| TEXAS INSTRUMENTS | April 17, 2025 | Stockholder proposal to permit a combined 10% of stockholders to call a special meeting. Corporate Governance |
Other | Against | Split 15 FOR, 8 AGAINST |
AGAINST 15 funds |
| TEXAS PACIFIC LAND CORP. | November 8, 2024 | To consider a non-binding stockholder proposal regarding an amendment to the Company's Clawback Policy. Compensation |
Other | Against | Split 6 FOR, 2 AGAINST |
AGAINST 12 funds |
| TEXAS PACIFIC LAND CORP. | November 8, 2024 | To consider a non-binding stockholder proposal regarding stockholders' ability to act by written consent. Corporate Governance |
Other | Against | Split 6 FOR, 2 AGAINST |
AGAINST 12 funds |
| THE TRADE DESK, INC. | November 14, 2024 | The approval of one or more adjournments of the Special Meeting, if necessary, to solicit additional proxies if there are insufficient votes at the time of the Special Meeting to approve Proposal 1. Corporate Governance |
Other | For | Split 2 FOR, 3 AGAINST |
AGAINST 11 funds |
| THE TRAVELERS COMPANIES, INC. | May 21, 2025 | Shareholder proposal relating to ratification of golden parachutes, if presented at the Annual Meeting of Shareholders. Compensation |
Other | Against | Split 8 FOR, 10 AGAINST |
AGAINST 12 funds |
| THERMO FISHER SCIENTIFIC | May 21, 2025 | Shareholder Proposal. Corporate Governance |
Other | Against | Split 2 FOR, 19 AGAINST |
AGAINST 15 funds |
| TRACTOR SUPPLY CO. | May 15, 2025 | To approve the amendment to the Company's Restated Certificate of Incorporation to provide for the exculpation of officers as permitted by Delaware law and to make certain conforming changes. Director Elections |
Other | For | Split 22 FOR, 1 AGAINST |
FOR 13 funds |
| TRIUMPH GROUP INC. | August 8, 2024 | To consider a stockholder proposal to adopt a policy and amend the Company's governing documents so that two separate people hold the office of Chairman and Chief Executive Officer of the Company. Corporate Governance |
Other | Against | Split 2 FOR, 4 AGAINST |
AGAINST 4 funds |
| TYSON FOODS INC. | February 6, 2025 | Shareholder proposal regarding the disaggregation of shareholder voting results. Capital Structure |
Other | Against | Split 10 FOR, 7 AGAINST |
FOR 13 funds |
| UGI CORP. | January 31, 2025 | Shareholder proposal regarding a director election resignation governance guideline, if properly presented. Corporate Governance |
Other | Against | Split 1 FOR, 8 AGAINST |
FOR 11 funds |
| UMB FINANC | August 6, 2024 | Proposal to adjourn or postpone the UMB special meeting, if necessary or appropriate, to solicit additional proxies if, immediately prior to such adjournment or postponement, there are not sufficient votes to approve the UMB articles amendment proposal or the UMB share issuance proposal or to ensure that any supplement or amendment to the accompanying joint proxy statement/prospectus is timely provided to holders of UMB common stock (the "UMB adjournment proposal"). Corporate Governance |
Other | Not determined | Split 5 FOR, 4 ABSTAIN |
FOR 8 funds |
| UNITED PARCEL SERVICE INC. | May 8, 2025 | To take steps to reduce the voting power of UPS class A stock from 10 votes per share to one vote per share. Shareholder Rights and Defenses |
Other | Against | Split 13 FOR, 5 AGAINST |
FOR 14 funds |
| UNITEDHEALTH | June 2, 2025 | If properly presented at the 2025 Annual Meeting of Shareholders, the shareholder proposal requesting a shareholder vote regarding excessive golden parachutes. Compensation |
Other | Against | Split 2 FOR, 27 AGAINST |
AGAINST 16 funds |
| VACASA INC. | April 29, 2025 | Adjournment of the Special Meeting, from time to time, to a later date or dates, if necessary or appropriate, to solicit additional proxies if there are insufficient votes to adopt the Merger Agreement at the time of the Special Meeting Corporate Governance |
Other | For | Split 5 FOR, 2 ABSTAIN |
FOR 1 fund |
| VERISIGN INC. | May 22, 2025 | Stockholder proposal to permit stockholder action by written consent. Corporate Governance |
Other | Against | Split 1 FOR, 22 AGAINST |
AGAINST 15 funds |
| VERISIGN INC. | May 22, 2025 | To approve an Amendment to the Company's Restated Certificate of Incorporation to limit the liability of certain officers as permitted by Delaware law. Shareholder Rights and Defenses |
Other | For | Split 22 FOR, 1 AGAINST |
FOR 15 funds |
| VERTEX PHARMACEUTICALS INC. | May 14, 2025 | Shareholder proposal, if properly presented at the meeting, regarding excessive golden parachutes. Compensation |
Other | Against | Split 12 FOR, 8 AGAINST |
AGAINST 15 funds |
| VICTORY CAPITAL HOLDINGS INC. | October 11, 2024 | To approve the adjournment of the special meeting, whether or not a quorum is present, if necessary or appropriate, to solicit additional proxies if there are not sufficient votes to approve the share issuance proposal, the authorized preferred share increase proposal or the corporate opportunities proposal (the "adjournment proposal"). Corporate Governance |
Other | For | Split 2 FOR, 1 AGAINST, 3 ABSTAIN |
FOR 8 funds |
| VISA INC. | January 28, 2025 | Shareholder proposal requesting adoption of a new director election resignation governance guideline. Corporate Governance |
Other | Against | Split 3 FOR, 25 AGAINST |
FOR 15 funds |
| VITESSE ENERGY INC. | March 5, 2025 | The Adjournment Proposal - to approve the adjournment or postponement of the special meeting, if necessary or appropriate, including to solicit additional proxies if there are not sufficient votes to approve the Stock Issuance Proposal, subject to the provisions of the Arrangement Agreement, dated December 15, 2024, between Vitesse and Lucero. Corporate Governance |
Other | For | Split 3 FOR, 2 ABSTAIN |
FOR 6 funds |
| WAYSTAR HOLDING CORP | June 4, 2025 | Approve an amendment to our Amended and Restated Certificate of Incorporation to remove the existing limit on the maximum size of our board of directors. Corporate Governance |
Other | For | Split 4 FOR, 4 AGAINST |
FOR 8 funds |
| WEC ENERGY GROUP INC. | May 8, 2025 | Stockholder proposal to support simple majority vote Corporate Governance |
Other | Against | Split 12 FOR, 6 AGAINST |
AGAINST 14 funds |
| WESCO INTE | May 22, 2025 | Shareholder proposal to give Shareholders the ability to call for a special shareholder meeting. Corporate Governance |
Other | Not determined | Split 4 FOR, 4 AGAINST |
AGAINST 12 funds |
| WHOLE EARTH BRANDS INC. | July 31, 2024 | To consider and vote on any proposal to adjourn the Special Meeting, from time to time, to a later date or dates to solicit additional proxies if there are insufficient votes to adopt the Merger Agreement at the time of the Special Meeting. Corporate Governance |
Other | For | Split 4 FOR, 2 ABSTAIN |
FOR 2 funds |
| WORKIVA INC. | May 29, 2025 | Approval of the amendment of Workiva's Certificate of Incorporation to allow for the exculpation of officers as permitted by Delaware law. Director Elections |
Other | For | Split 3 FOR, 5 AGAINST |
FOR 5 funds |
| XOMA ROYALTY CORP. | May 28, 2025 | Approval of an adjournment of the annual meeting, if necessary or appropriate, to solicit additional proxies. Corporate Governance |
Other | For | Split 2 FOR, 5 AGAINST |
FOR 2 funds |
| XYLEM | May 13, 2025 | Shareholder proposal to lower threshold for shareholders to call special meetings from 25% to 10% of Company stock, if properly presented at the meeting. Corporate Governance |
Other | Against | Split 7 FOR, 11 AGAINST |
AGAINST 13 funds |
| ZIMMER BIO | May 29, 2025 | Approve an amendment to our Restated Certificate of Incorporation to allow for exculpation of officers as permitted by Delaware law. Corporate Governance |
Other | Not determined | Split 19 FOR, 1 AGAINST |
FOR 15 funds |
| ZOETIS INC. | May 21, 2025 | Shareholder proposal regarding a special shareholder meeting improvement. Corporate Governance |
Other | Against | Split 1 FOR, 22 AGAINST |
AGAINST 14 funds |
| ZUORA INC. | February 13, 2025 | To adjourn the Special Meeting, from time to time, to a later date or dates, if necessary or appropriate, to solicit additional proxies if there are insufficient votes to adopt the Merger Agreement at the time of the Special Meeting. Corporate Governance |
Other | For | Split 4 FOR, 3 ABSTAIN |
FOR 4 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.