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Charles Schwab vs Jackson National: how alike they voted, 2023-2024

93.8% When both took a single position, they voted the same way on 93.8% of 4,100 items (3,845 the same, 255 different). 478 items where at least one of them split its funds are listed separately below. Both voted on 4,578 items in all.

Charles Schwab 2023-2024 · Jackson National 2023-2024 · Download the item list (CSV)

By who put the item on the ballot. “Same position” = Same / (Same + Differ); split items are not in it. “Fund-level” is a second view over all common items: the chance that a fund of each manager, picked at random, voted the same way, which gives partial credit where a manager split.
	Common items	Same	Differ	Split (not in %)	Same position	Fund-level
All ballot items	4,578	3,845	255	478	93.8%	90.4%
Board proposals	3,667	3,217	196	254	94.3%	91.7%
E&S shareholder proposals	221	142	5	74	96.6%	88.8%
Other items	690	486	54	150	90.0%	84.3%

Where they did not vote alike

Everything Voted differently Split votes

All ballot items Board proposals E&S shareholder proposals Other items

5 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	Jackson National
BOYD GAMING CORP.	May 9, 2024	Advisory vote on the stockholder proposal regarding the commissioning of a report on the effects of a company-wide non-smoking policy. Other Social Issues	Shareholder (E&S)	Against	FOR 11 funds	AGAINST 8 funds
GAMESTOP CORP.	June 17, 2024	To consider and vote on the stockholder proposal requesting a Board of Directors skills and diversity matrix, if properly presented at the annual meeting. Diversity, Equity, and Inclusion	Shareholder (E&S)	Against	FOR 13 funds	AGAINST 4 funds
MESA LABORATORIES INC.	August 25, 2023	To approve the shareholder proposal to measure and annually present scope 1 through 3 greenhouse gas emissions. Environment or Climate	Shareholder (E&S)	Against	FOR 4 funds	AGAINST 4 funds
PREFORMED LINE PRODUCTS CO.	May 7, 2024	To vote on shareholder proposal requesting that the Board of Directors prepare a report by January 2025, at reasonable expense and omitting proprietary information, on steps the Company is taking to enhance board diversity; and Diversity, Equity, and Inclusion	Shareholder (E&S)	Against	FOR 5 funds	AGAINST 2 funds
TRIPADVISOR INC.	June 11, 2024	To vote, on the Stockholder Proposal, requesting a report on implementation of the Global Human Rights Policy. Human Rights or Human Capital/workforce	Shareholder (E&S)	Against	AGAINST 8 funds	ABSTAIN 6 funds

← All 20 managers, 2023-2024

How items are matched and positions counted: see the comparison table and the methodology. Built October 13, 2026 from SEC Form N-PX filings.