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Charles Schwab vs AIG/SunAmerica: how alike they voted, 2024-2025

92.5% When both took a single position, they voted the same way on 92.5% of 15,580 items (14,415 the same, 1,165 different). 70 items where at least one of them split its funds are listed separately below. Both voted on 15,650 items in all.

Charles Schwab 2024-2025 · AIG/SunAmerica 2024-2025 · 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	15,650	14,415	1,165	70	92.5%	92.1%
Board proposals	14,632	13,779	852	1	94.2%	94.2%
E&S shareholder proposals	233	0	166	67	0.0%	1.9%
Other items	785	636	147	2	81.2%	81.0%

Where they did not vote alike

Everything Voted differently Split votes

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

1 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	AIG/SunAmerica
FIRSTENERG	May 21, 2025	Election of Directors: Paul Kaleta Director Elections	Board	Not determined	FOR 13 funds	Split 5 FOR, 1 AGAINST

← All 20 managers, 2024-2025

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