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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 itemsSame DifferSplit (not in %)Same position Fund-level
All ballot items 15,65014,4151,165 7092.5%92.1%
Board proposals 14,63213,779852 194.2%94.2%
E&S shareholder proposals 2330166 670.0%1.9%
Other items 785636147 281.2%81.0%

Where they did not vote alike

Everything Voted differently Split votes

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

853 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.

CompanyMeetingProposalOn the ballot from Board recommendedCharles SchwabAIG/SunAmerica
HOVNANIAN ENTERPRISES INC. March 27, 2025 Election of directors: Edward A. Kangas
Director Elections
Board For FOR
7 funds
AGAINST
4 funds
HOVNANIAN ENTERPRISES INC. March 27, 2025 Election of directors: Joseph A. Marengi
Director Elections
Board For FOR
7 funds
AGAINST
4 funds
HUDSON PACIFIC PROPERTIES INC. May 14, 2025 The approval of the Amended and Restated 2010 Incentive Award Plan.
Compensation
Board For FOR
9 funds
AGAINST
2 funds
ICHOR HOLDINGS LTD. May 14, 2025 To approve the adoption of the Ichor Holdings, Ltd. 2025 Omnibus Incentive Plan.
Compensation
Board For FOR
7 funds
AGAINST
4 funds
IDEAYA BIOSCIENCES INC. June 24, 2025 To approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers as disclosed in the Proxy Statement accompanying this Notice of Annual Meeting of Stockholders.
Say-on-Pay
Board For AGAINST
5 funds
FOR
3 funds
IDT CORP. December 12, 2024 Election of Directors: Elaine S. Yatzkan
Director Elections
Board For FOR
4 funds
AGAINST
2 funds
IDT CORP. December 12, 2024 Election of Directors: Howard S. Jonas
Director Elections
Board For FOR
4 funds
AGAINST
2 funds
ILLUMINA INC. May 21, 2025 Election of Directors: Robert S. Epstein, M.D.
Director Elections
Board For AGAINST
11 funds
FOR
8 funds
IMMUNITYBIO INC. June 18, 2025 Election of Directors: Patrick Soon-Shiong, M.D.
Director Elections
Board For FOR
4 funds
WITHHOLD
2 funds
IMMUNOME INC. June 10, 2025 To elect the two nominees named in this Proxy Statement to serve as Class II directors, to hold office until the 2028 Annual Meeting of Stockholders and such time as their successors are duly elected and qualified, or until their earlier death, resignation or removal: Isaac Barchas
Director Elections
Board For FOR
4 funds
WITHHOLD
2 funds
INCYTE CORP. June 10, 2025 Approve amendments of the Company's Amended and Restated 2010 Stock Incentive Plan.
Compensation
Board For FOR
15 funds
AGAINST
13 funds
INDIE SEMICONDUCTOR INC. June 4, 2025 To approve an amendment to the 2021 Omnibus Equity Incentive Plan to increase the number of shares of Class A Common Stock reserved for issuance thereunder by 17,000,000 shares.
Compensation
Board For FOR
4 funds
AGAINST
1 fund
INFORMATIC June 18, 2025 Advisory vote on the compensation of our named executive officers.
Say-on-Pay
Board Not determined FOR
9 funds
AGAINST
1 fund
INMUNE BIO INC. June 10, 2025 To approve the Second Amended and Restated INmune Bio Inc. 2021 Stock Incentive Plan.
Compensation
Board For FOR
2 funds
AGAINST
2 funds
INNOVAGE HOLDING CORP. December 5, 2024 Election of Class I Directors: Andrew Cavanna
Director Elections
Board For FOR
4 funds
WITHHOLD
2 funds
INNOVAGE HOLDING CORP. December 5, 2024 Election of Class I Directors: Thomas Scully
Director Elections
Board For FOR
4 funds
WITHHOLD
2 funds
INNOVATIVE INDUSTRIAL PROPERTIES INC. June 11, 2025 Approval on a non-binding advisory basis of the compensation of the Company's named executive officers.
Say-on-Pay
Board For FOR
12 funds
AGAINST
3 funds
INNOVEX INTERNATIONAL INC. May 14, 2025 To adopt the Company's 2025 Long-Term Incentive Plan.
Compensation
Board For FOR
7 funds
AGAINST
2 funds
INNOVIVA INC. May 19, 2025 Elect five directors to serve until the 2026 Annual Meeting of Stockholders: Mark A. DiPaolo, Esq.
Director Elections
Board For AGAINST
7 funds
FOR
3 funds
INOGEN INC. May 14, 2025 To approve the Inogen, Inc. Amended and Restated 2023 Equity Incentive Plan.
Compensation
Board For AGAINST
2 funds
FOR
2 funds
INSIGHT EN May 13, 2025 Election of Directors: Catherine Courage
Director Elections
Board Not determined AGAINST
10 funds
FOR
4 funds
INTEL CORP. May 6, 2025 Advisory vote on executive compensation (Say-On-Pay).
Say-on-Pay
Board For FOR
13 funds
AGAINST
12 funds
INTEL CORP. May 6, 2025 Approval of amendment and restatement of the 2006 Equity Incentive Plan.
Compensation
Board For FOR
12 funds
AGAINST
12 funds
INTERACTIVE BROKERS GROUP INC. April 17, 2025 Election of Directors: Paul J. Brody
Director Elections
Board For FOR
14 funds
AGAINST
7 funds
INTERPUBLIC GROUP OF COMPANIES INC. March 18, 2025 IPG Compensation Proposal. Proposal to approve, on a non-binding, advisory basis, certain compensation that may be paid or become payable to IPG's named executive officers that is based on or otherwise relates to the merger; and
Say-on-Pay
Board For FOR
17 funds
AGAINST
8 funds
INTRA-CELLULAR THERAPIES INC. March 27, 2025 To approve, on an advisory (non-binding) basis, the compensation that may be paid or become payable to ITI's named executive officers that is based on or otherwise relates to the Merger Agreement and the transactions contemplated by the Merger Agreement.
Say-on-Pay
Board For FOR
11 funds
AGAINST
2 funds
INTUITIVE SURGICAL INC. May 1, 2025 The amendment and restatement of the Amended and Restated 2010 Incentive Award Plan.
Compensation
Board For AGAINST
15 funds
FOR
16 funds
IOVANCE BIOTHERAPEUTICS INC. June 10, 2025 To elect seven directors to serve until the 2026 Annual Meeting of Stockholders: Athena Countouriotis, M.D.
Director Elections
Board For FOR
3 funds
AGAINST
2 funds
ISPIRE TECHNOLOGY INC. June 24, 2025 Election of Directors: Brent Cox
Director Elections
Board For AGAINST
1 fund
FOR
2 funds
ISPIRE TECHNOLOGY INC. June 24, 2025 Election of Directors: Christopher Robert Burch
Director Elections
Board For AGAINST
1 fund
FOR
2 funds
ISPIRE TECHNOLOGY INC. June 24, 2025 Election of Directors: John Fargis
Director Elections
Board For AGAINST
1 fund
FOR
2 funds
ITERIS INC. October 22, 2024 To approve, on a non binding, advisory basis, certain compensation that will or may become payable to Iteris, Inc.'s named executive officers in connection with the transactions contemplated by the Merger Agreement.
Say-on-Pay
Board For AGAINST
3 funds
FOR
2 funds
IVANHOE ELECTRIC INC. June 5, 2025 Election of Directors: Priya Patil
Director Elections
Board For AGAINST
4 funds
FOR
4 funds
IVANHOE ELECTRIC INC. June 5, 2025 Election of Directors: Sofia Bianchi
Director Elections
Board For AGAINST
4 funds
FOR
4 funds
JABIL INC. January 23, 2025 Approve (on an advisory basis) Jabil's executive compensation.
Say-on-Pay
Board For FOR
17 funds
AGAINST
10 funds
JAMES RIVER GROUP HOLDINGS LTD. October 24, 2024 Election of Directors: Dennis J. Langwell
Director Elections
Board For AGAINST
7 funds
FOR
2 funds
JAMES RIVER GROUP HOLDINGS LTD. October 24, 2024 Election of Directors: Ollie L. Sherman, Jr.
Director Elections
Board For AGAINST
7 funds
FOR
2 funds
JAMES RIVER GROUP HOLDINGS LTD. October 24, 2024 Election of Directors: Peter B. Migliorato
Director Elections
Board For AGAINST
7 funds
FOR
2 funds
JAMES RIVER GROUP HOLDINGS LTD. October 24, 2024 Election of Directors: Thomas L. Brown
Director Elections
Board For AGAINST
7 funds
FOR
2 funds
JANUS INTE June 16, 2025 To approve, on a non-binding, advisory basis, the compensation of our named executive officers.
Say-on-Pay
Board Not determined AGAINST
8 funds
FOR
4 funds
JELD-WEN HOLDING INC. April 24, 2025 To approve the amended and restated 2017 Omnibus Equity Plan.
Compensation
Board For FOR
7 funds
AGAINST
4 funds
JOHN B. SANFILIPPO & SON INC. October 30, 2024 Election of Directors: Ellen C. Taaffe
Director Elections
Board For FOR
7 funds
WITHHOLD
4 funds
KALTURA INC. June 25, 2025 Election of Directors: Eyal Manor
Director Elections
Board For FOR
4 funds
WITHHOLD
2 funds
KENNEDY-WILSON HOLDINGS INC. June 5, 2025 Election of Directors: Stanley R. Zax
Director Elections
Board For AGAINST
8 funds
FOR
3 funds
KENNEDY-WILSON HOLDINGS INC. June 5, 2025 To approve an amendment to the Company's Second Amended and Restated 2009 Equity Participation Plan to increase the number of shares of the Company's common stock that may be issued thereunder by an additional 3,400,000 shares.
Compensation
Board For FOR
8 funds
AGAINST
3 funds
KEROS THERAPEUTICS INC. June 4, 2025 To elect the three (3) nominees for Class II director named below to hold office until the 2028 Annual Meeting of Stockholders: Mary Ann Gray, Ph.D.
Director Elections
Board For FOR
2 funds
WITHHOLD
2 funds
KINIKSA PHARMACEUTICALS INTERNATIONAL PLC June 3, 2025 Subject to the passing of Proposal No. 11, to empower the Board of Directors generally pursuant to section 570(1) and section 573 of the Companies Act to allot equity securities (as defined in section 560 of the Companies Act) for cash pursuant to the general authority conferred on them by Proposal No. 11 as if section 561(1) of the Companies Act did not apply to that allotment. This power (a) shall be limited to the allotment of equity securities up to a maximum aggregate of $6,976.33; (b) will expire (unless previously renewed, varied or revoked) on June 2, 2030, but we may at any time before the expiration of this power make an offer or agreement which would or might require equity securities to be allotted after that expiry and the Board of Directors may allot equity securities pursuant to any of those offers or agreements as if the power had not expired; and (c) will apply in relation to a sale of shares which is an allotment of equity securities by virtue of section 560(3) of the Companies Act as if in the first paragraph of this proposal the words "pursuant to the general authority conferred on them by Proposal No. 11" were omitted. For purposes of this resolution, references to the allotment of equity securities shall be interpreted in accordance with section 560 of the Companies Act. This resolution replaces all unexercised powers previously granted to the Board of Directors, pursuant to the adoption of the Articles in June 2024, to allot equity securities as if section 561 of the Companies Act did not apply but shall be without prejudice to any allotment of equity securities already made or agreed or agreed to be made pursuant to such authorities.
Capital Structure
Board For FOR
2 funds
AGAINST
3 funds
KINIKSA PHARMACEUTICALS INTERNATIONAL PLC June 3, 2025 To authorize the Board of Directors, generally and unconditionally for the purpose of section 551 of the UK Companies Act 2006 (the "Companies Act") to allot shares in the Company or to grant rights to subscribe for or to convert any security into shares in the company ("Rights") up to a maximum aggregate nominal amount of $6,976.33, which represents approximately 35% of the issued ordinary share capital of the Company on the record date for the 2025 Annual General Meeting of Shareholders. This authority shall expire (unless previously renewed, varied or revoked) on June 2, 2030, but we may at any time before the expiration of this authority make an offer or agreement which would or might require shares to be allotted, or Rights to be granted, pursuant to this authority after its expiration, and the Board of Directors may allot shares or grant Rights in pursuance of that offer or agreement as if the authority conferred by this resolution had not expired. The authority granted by this resolution shall replace all of our existing authorities to allot any shares and to grant Rights previously granted in connection with the adoption of the Articles in June 2024, but without prejudice to any allotment of shares or grant of Rights already made or agreed or offered to be made pursuant to such authorities.
Capital Structure
Board For FOR
2 funds
AGAINST
3 funds
KLAVIYO INC. June 10, 2025 To elect three Class II directors to serve until the 2028 annual meeting of stockholders or until their successors are duly elected and qualified: Ed Hallen
Director Elections
Board For FOR
3 funds
WITHHOLD
2 funds
KODIAK GAS April 23, 2025 Election of three nominees: Alex N. Darden
Director Elections
Board Not determined FOR
4 funds
WITHHOLD
4 funds
KOHL'S CORP. May 14, 2025 To approve, by an advisory vote, the compensation of our Named Executive Officers.
Say-on-Pay
Board For FOR
9 funds
AGAINST
2 funds
KOPPERS HOLDINGS INC. May 8, 2025 PROPOSAL TO APPROVE OUR AMENDED AND RESTATED 2020 LONG TERM INCENTIVE PLAN
Compensation
Board For FOR
7 funds
AGAINST
3 funds
KRONOS WORLDWIDE INC. May 14, 2025 Director Nominees: Cecil H. Moore, Jr.
Director Elections
Board For WITHHOLD
4 funds
FOR
2 funds
KRONOS WORLDWIDE INC. May 14, 2025 Director Nominees: James M. Buch
Director Elections
Board For FOR
4 funds
WITHHOLD
2 funds
KRONOS WORLDWIDE INC. May 14, 2025 Director Nominees: Loretta J. Feehan
Director Elections
Board For FOR
4 funds
WITHHOLD
2 funds
KRONOS WORLDWIDE INC. May 14, 2025 Director Nominees: Michael S. Simmons
Director Elections
Board For FOR
4 funds
WITHHOLD
2 funds
KRONOS WORLDWIDE INC. May 14, 2025 Nonbinding advisory vote approving named executive officer compensation.
Say-on-Pay
Board For FOR
5 funds
AGAINST
2 funds
KURA ONCOLOGY INC. June 5, 2025 Approval of an amendment to our Amended and Restated 2014 Equity Incentive Plan.
Compensation
Board For FOR
4 funds
AGAINST
2 funds
KURA SUSHI USA INC. January 23, 2025 Election of Directors: Shintaro Asako
Director Elections
Board For FOR
4 funds
AGAINST
2 funds
L3HARRIS T April 18, 2025 Approval, in an Advisory Vote, of the Compensation of Named Executive Officers as Disclosed in the Proxy Statement.
Say-on-Pay
Board Not determined FOR
15 funds
AGAINST
14 funds
LAKELAND FINANCIAL CORP. April 8, 2025 ELECTION OF DIRECTORS: Bradley J. Toothaker
Director Elections
Board For WITHHOLD
8 funds
FOR
2 funds
LANTHEUS HOLDINGS INC. May 1, 2025 The election of four Class I directors to our Board of Directors: Mr. Samuel Leno
Director Elections
Board For FOR
8 funds
AGAINST
9 funds
LEGACY HOUSING CORP. December 4, 2024 Election of Directors: Curtis D. Hodgson
Director Elections
Board For AGAINST
4 funds
FOR
2 funds
LEGALZOOM.COM INC. June 3, 2025 Election of Directors: Neil Tolaney
Director Elections
Board For FOR
5 funds
WITHHOLD
2 funds
LENNAR CORP. April 9, 2025 Approval, on an advisory basis, of the compensation of our named executive officers.
Say-on-Pay
Board For AGAINST
14 funds
FOR
9 funds
LENNAR CORP. April 9, 2025 Elect 10 directors to serve until the 2026 Annual Meeting of Stockholders: Amy Banse
Director Elections
Board For AGAINST
13 funds
FOR
9 funds
LENNAR CORP. April 9, 2025 Elect 10 directors to serve until the 2026 Annual Meeting of Stockholders: Stuart Miller
Director Elections
Board For FOR
13 funds
AGAINST
9 funds
LENNAR CORP. April 9, 2025 Elect 10 directors to serve until the 2026 Annual Meeting of Stockholders: Teri P. McClure
Director Elections
Board For AGAINST
13 funds
FOR
9 funds
LENNAR CORP. April 9, 2025 Elect 10 directors to serve until the 2026 Annual Meeting of Stockholders: Theron (Tig) Gilliam
Director Elections
Board For AGAINST
13 funds
FOR
9 funds
LEXEO THERAPEUTICS INC. June 26, 2025 The election of Steven Altschuler and Reinaldo Diaz as Class II directors: Reinaldo Diaz
Director Elections
Board For FOR
1 fund
WITHHOLD
2 funds
LEXEO THERAPEUTICS INC. June 26, 2025 The election of Steven Altschuler and Reinaldo Diaz as Class II directors: Steven Altschuler
Director Elections
Board For FOR
1 fund
WITHHOLD
2 funds
LEXICON PHARMACEUTICALS INC. June 2, 2025 Ratification and approval of the amendment to the Company's 2017 Equity Incentive Plan
Compensation
Board For FOR
2 funds
AGAINST
1 fund
LIFE360 INC. May 27, 2025 Non-binding, advisory vote to approve named executive officer compensation.
Say-on-Pay
Board For FOR
3 funds
AGAINST
1 fund
LIFETIME BRANDS INC. June 18, 2025 ELECTION OF DIRECTORS: Craig Phillips
Director Elections
Board For AGAINST
2 funds
FOR
2 funds
LIFETIME BRANDS INC. June 18, 2025 ELECTION OF DIRECTORS: Michael Schnabel
Director Elections
Board For AGAINST
2 funds
FOR
2 funds
LIGHT & WONDER INC. June 10, 2025 To approve an amendment and restatement of the Company's 2003 Incentive Compensation Plan to increase the number of shares of stock authorized for issuance thereunder.
Compensation
Board For FOR
13 funds
AGAINST
2 funds
LINDBLAD EXPEDITIONS HOLDINGS INC. June 4, 2025 The approval of an amendment to the Lindblad Expeditions Holdings, Inc. 2021 Long-Term Incentive Plan.
Compensation
Board For FOR
5 funds
AGAINST
2 funds
LINDBLAD EXPEDITIONS HOLDINGS INC. June 4, 2025 The approval, on an advisory basis, of the 2024 compensation of our named executive officers.
Say-on-Pay
Board For FOR
7 funds
AGAINST
2 funds
LINDE PLC July 30, 2024 Election of Directors: Dr. Victoria Ossadnik
Director Elections
Board For AGAINST
14 funds
FOR
24 funds
LINEAGE CELL THERAPEUTICS INC. June 26, 2025 To approve an amendment to the Lineage Cell Therapeutics, Inc. 2021 Equity Incentive Plan to increase the number of common shares available thereunder by 19,500,000.
Compensation
Board For FOR
2 funds
AGAINST
2 funds
LINEAGE INC. June 18, 2025 Election of Directors: Adam Forste
Director Elections
Board For FOR
13 funds
AGAINST
3 funds
LINEAGE INC. June 18, 2025 Election of Directors: Kevin Marchetti
Director Elections
Board For FOR
13 funds
AGAINST
3 funds
LINKBANCORP INC. May 22, 2025 Election of Directors: George Parmer
Director Elections
Board For FOR
2 funds
AGAINST
2 funds
LINKBANCORP INC. May 22, 2025 Election of Directors: Kenneth R. Lehman
Director Elections
Board For FOR
2 funds
AGAINST
2 funds
LIONS GATE ENTERTAINMENT CORP. April 23, 2025 Approve the Starz 2025 Plan: Approve the Starz Entertainment Corp. 2025 Performance Incentive Plan, to be effective upon completion of the Transactions, if the Transactions are approved. See the section entitled "Proposal No. 7: Approve the Starz 2025 Plan" in the Proxy Statement.
Compensation
Board For FOR
7 funds
AGAINST
2 funds
LIONS GATE ENTERTAINMENT CORP. April 23, 2025 Election of Directors: Hardwick Simmons
Director Elections
Board For WITHHOLD
7 funds
FOR
2 funds
LIONS GATE ENTERTAINMENT CORP. April 23, 2025 Election of Directors: Harry E. Sloan
Director Elections
Board For FOR
7 funds
WITHHOLD
2 funds
LIONS GATE ENTERTAINMENT CORP. April 23, 2025 Election of Directors: Mark H. Rachesky, M.D.
Director Elections
Board For FOR
7 funds
WITHHOLD
2 funds
LIONS GATE ENTERTAINMENT CORP. April 23, 2025 Election of Directors: Susan McCaw
Director Elections
Board For FOR
7 funds
WITHHOLD
2 funds
LIONS GATE ENTERTAINMENT CORP. April 23, 2025 Election of Directors: Yvette Ostolaza
Director Elections
Board For WITHHOLD
7 funds
FOR
2 funds
LIQUIDIA CORP. June 17, 2025 Election of Directors: Stephen Bloch
Director Elections
Board For FOR
4 funds
WITHHOLD
2 funds
LOEWS CORP. May 13, 2025 Approve the Loews Corporation 2025 Incentive Compensation Plan
Compensation
Board For FOR
14 funds
AGAINST
9 funds
LSB INDUSTRIES INC. May 15, 2025 Election of Directors: Jonathan S. Bobb
Director Elections
Board For AGAINST
7 funds
FOR
1 fund
LUCID GROUP INC. June 5, 2025 To approve the amendment and restatement of the Lucid Group, Inc. Amended and Restated 2021 Stock Incentive Plan.
Compensation
Board For FOR
9 funds
AGAINST
1 fund
LUMENTUM HOLDINGS INC. November 20, 2024 To approve the Amended and Restated 2015 Equity Incentive Plan.
Compensation
Board For FOR
8 funds
AGAINST
4 funds
LYELL IMMUNOPHARMA INC. May 15, 2025 Election of Class I Director: Catherine Friedman
Director Elections
Board For FOR
4 funds
WITHHOLD
2 funds
MACROGENICS INC. May 21, 2025 To approve the amendment to the MacroGenics, Inc. 2023 Equity Incentive Plan, as disclosed in the proxy materials.
Compensation
Board For FOR
4 funds
AGAINST
1 fund
MACY'S INC. May 16, 2025 Election of directors: Marie Chandoha
Director Elections
Board For AGAINST
8 funds
FOR
4 funds
MAMMOTH ENERGY SERVICES INC. June 11, 2025 Election of Directors: Paul Jacobi
Director Elections
Board For AGAINST
2 funds
FOR
2 funds
MAPLEBEAR INC. May 22, 2025 To elect the following Class II director nominees: Ravi Gupta
Director Elections
Board For FOR
11 funds
WITHHOLD
5 funds

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← All 20 managers, 2024-2025

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