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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

204 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
WORKDAY INC.	June 18, 2024	To approve an amendment to our Restated Certificate of Incorporation to reflect Delaware law provisions providing for officer exculpation. Corporate Governance	Other	For	AGAINST 10 funds	Split 3 FOR, 11 AGAINST
XEROX HOLDINGS CORP.	May 22, 2024	Consider a shareholder proposal relating to golden parachutes, if properly presented at the meeting. Compensation	Other	Against	FOR 8 funds	Split 2 FOR, 2 AGAINST
XEROX HOLDINGS CORP.	May 22, 2024	Consider a shareholder proposal requesting a director election resignation bylaw, if properly presented at the meeting. Corporate Governance	Other	Against	FOR 8 funds	Split 2 FOR, 2 AGAINST
ZOETIS INC.	May 22, 2024	Approval of an amendment to our Restated Certificate of Incorporation to provide for exculpation of officers as permitted by the Delaware General Corporation Law. Corporate Governance	Other	For	FOR 16 funds	Split 14 FOR, 1 AGAINST

← All 20 managers, 2023-2024

How items are matched and positions counted: see the comparison table and the methodology. Built October 18, 2026 from SEC Form N-PX filings.