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Charles Schwab vs Jackson National: how alike they voted, 2024-2025

94.0% When both took a single position, they voted the same way on 94.0% of 6,729 items (6,327 the same, 402 different). 906 items where at least one of them split its funds are listed separately below. Both voted on 7,635 items in all.

Charles Schwab 2024-2025 · Jackson National 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 7,6356,327402 90694.0%89.8%
Board proposals 6,4885,466354 66893.9%90.0%
E&S shareholder proposals 2521962 5499.0%94.3%
Other items 89566546 18493.5%87.5%

Where they did not vote alike

Everything Voted differently Split votes

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

402 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 SchwabJackson National
PANGAEA LOGISTICS SOLUTIONS LTD. August 8, 2024 To approve the Pangaea Logistics Solutions Ltd. Amended and Restated 2014 Equity Incentive Plan.
Compensation
Board For FOR
2 funds
AGAINST
2 funds
PARAMOUNT GROUP INC. May 15, 2025 Approval, on a non-binding advisory basis, of our named executive officer compensation.
Say-on-Pay
Board For AGAINST
9 funds
FOR
1 fund
PARK-OHIO HOLDINGS CORP. May 15, 2025 To approve the Amendment and Restatement of the Park-Ohio Holdings Corp. 2021 Equity and Incentive Compensation Plan, the terms of which are described in the accompanying Proxy Statement.
Compensation
Board For FOR
2 funds
AGAINST
2 funds
PAYCOR HCM INC. October 23, 2024 To approve, on an advisory and non-binding basis, the compensation of Paycor's named executive officers, as disclosed in the Proxy Statement.
Say-on-Pay
Board For FOR
7 funds
AGAINST
3 funds
PAYSAFE LIMITED May 22, 2025 To approve the re-election of Mr. Bruce Lowthers as a Class I director in accordance with our Bye-laws.
Director Elections
Board For FOR
5 funds
WITHHOLD
3 funds
PAYSAFE LIMITED May 22, 2025 To approve the re-election of Mr. Jonathan Murphy as a Class I director in accordance with our Bye-laws.
Director Elections
Board For FOR
5 funds
WITHHOLD
3 funds
PEAKSTONE REALTY TRUST May 28, 2025 Approve on an advisory (non-binding) basis, the compensation paid to the Company's Named Executive Officers as described in the proxy statement.
Say-on-Pay
Board For FOR
9 funds
AGAINST
1 fund
PEAPACK-GLADSTONE FINANCIAL CORP. April 29, 2025 To approve on a non-binding basis, the compensation of the Company's named executive officers.
Say-on-Pay
Board For FOR
5 funds
AGAINST
2 funds
PEGASYSTEMS INC. June 17, 2025 To approve an amendment to our Restated Articles of Organization.
Capital Structure
Board For AGAINST
7 funds
FOR
6 funds
PENGUIN SOLUTIONS INC. June 16, 2025 To approve the scheme of arrangement substantially in the form attached as Annex B to the accompanying proxy statement (the "Scheme of Arrangement"), pursuant to which, at the completion date of the Scheme of Arrangement (expected to be 1:30 p.m. (Pacific Time) on June 30, 2025), all shareholders of Penguin Solutions, Inc., a Cayman Islands exempted company ("Penguin Solutions Cayman") will become shareholders of Penguin Solutions, Inc., a Delaware corporation ("Penguin Solutions Delaware"). Pursuant to the terms of the Scheme of Arrangement, the shareholders of Penguin Solutions Cayman as of the scheme record time (expected to be 1:29 p.m. (Pacific Time) on June 30, 2025) will exchange their ordinary shares and/or convertible preferred shares (as applicable) of Penguin Solutions Cayman for shares of common stock and/or convertible preferred stock (as applicable) of Penguin Solutions Delaware on the following basis: each ordinary share of Penguin Solutions Cayman will be exchanged for one share of common stock of Penguin Solutions Delaware, and each convertible preferred share of Penguin Solutions Cayman will be exchanged for one share of convertible preferred stock of Penguin Solutions Delaware.
Extraordinary Transactions
Board For AGAINST
8 funds
FOR
3 funds
PENN ENTERTAINMENT INC. June 17, 2025 HG VORA'S NOMINEE: William Clifford
Director Elections
Board Contested WITHHOLD
8 funds
FOR
4 funds
PHIBRO ANIMAL HEALTH CORP. November 5, 2024 Ratification of the selection of PricewaterhouseCoopers LLP as the Company's independent registered public accounting firm for the fiscal year ending June 30, 2025.
Audit-related
Board For AGAINST
5 funds
FOR
3 funds
PONCE FINANCIAL GROUP INC. June 12, 2025 Election of Director for the term ending in 2028: Carlos P. Naudon
Director Elections
Board For FOR
2 funds
WITHHOLD
1 fund
PORCH GROUP INC. June 11, 2025 To approve of, on an advisory (non-binding) basis, the compensation of our named executive officers.
Say-on-Pay
Board For AGAINST
3 funds
FOR
1 fund
POTBELLY CORP. May 15, 2025 Approval of the amendment to the Company's Amended and Restated 2019 Long-Term Incentive Plan to increase the number of shares of common stock authorized for issuance thereunder.
Compensation
Board For FOR
2 funds
AGAINST
2 funds
PREFORMED LINE PRODUCTS CO. May 13, 2025 To approve the 2025 Incentive Plan
Compensation
Board For FOR
5 funds
AGAINST
2 funds
PROVIDENT FINANCIAL HOLDINGS INC. November 21, 2024 Advisory approval of the compensation of our named executive officers as disclosed in this Proxy Statement.
Say-on-Pay
Board For FOR
2 funds
AGAINST
1 fund
PUMA BIOTECHNOLOGY INC. June 11, 2025 Advisory (non-binding) vote to approve the compensation of Puma Biotechnology, Inc.'s named executive officers as described in the proxy statement.
Say-on-Pay
Board For FOR
3 funds
AGAINST
1 fund
PURPLE INNOVATION INC. June 10, 2025 Approve, on an advisory basis, the compensation of the Company's Named Executive Officers as set forth in our Proxy Statement.
Say-on-Pay
Board For FOR
3 funds
AGAINST
2 funds
QIAGEN N.V. June 26, 2025 Proposal to authorize the Supervisory Board, until December 26, 2026 to: issue a number of ordinary shares and financing preference shares and grant rights to subscribe for such shares of up to 50% of the aggregate par value of all shares issued and outstanding.
Capital Structure
Board For AGAINST
3 funds
FOR
1 fund
QUAD/GRAPHICS INC. May 21, 2025 To approve an amendment to the Quad/Graphics, Inc. 2020 Omnibus Incentive Plan.
Compensation
Board For FOR
2 funds
AGAINST
2 funds
QUEST RESOURCE HOLDING CORP. July 8, 2024 To approve the 2024 Incentive Compensation Plan.
Compensation
Board For FOR
1 fund
AGAINST
1 fund
RADNET INC. June 10, 2025 An advisory vote to approve the compensation of the Company's Named Executive Officers.
Say-on-Pay
Board For FOR
8 funds
AGAINST
5 funds
RCM TECHNOLOGIES INC. December 12, 2024 Advisory vote to approve the compensation of our named executive officers for 2023.
Say-on-Pay
Board For FOR
2 funds
AGAINST
1 fund
READY CAPITAL CORP. July 25, 2024 Approval, on an advisory basis, of the compensation of our named executive officers, as described in the proxy statement.
Say-on-Pay
Board For FOR
8 funds
AGAINST
1 fund
RED ROCK RESORTS INC. June 5, 2025 Advisory vote to approve the compensation of our named executive officers.
Say-on-Pay
Board For FOR
9 funds
AGAINST
5 funds
REGENXBIO INC. May 30, 2025 To approve the REGENXBIO Inc. 2025 Equity Incentive Plan.
Compensation
Board For FOR
4 funds
AGAINST
2 funds
REPAY HOLDINGS CORP. June 12, 2025 To approve, on a non-binding advisory basis, the compensation of our named executive officers.
Say-on-Pay
Board For FOR
4 funds
AGAINST
2 funds
REPUBLIC BANCORP INC. April 24, 2025 Approval of the Republic Bancorp, Inc. 2025 Stock Incentive Plan.
Compensation
Board For FOR
5 funds
AGAINST
2 funds
RESERVOIR MEDIA INC. August 8, 2024 Election of Director: Ezra S. Field
Director Elections
Board For FOR
2 funds
WITHHOLD
1 fund
RESERVOIR MEDIA INC. August 8, 2024 Election of Director: Golnar Khosrowshahi
Director Elections
Board For FOR
2 funds
WITHHOLD
1 fund
RESERVOIR MEDIA INC. August 8, 2024 Election of Director: Ryan P. Taylor
Director Elections
Board For FOR
2 funds
WITHHOLD
1 fund
RETAIL OPPORTUNITY INVESTMENTS CORP. February 7, 2025 Proposal to approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to our principal executive officer, principal financial officer, and the three other most highly compensated executive officers that is based on or otherwise related to the company merger as more fully described in the Proxy Statement.
Say-on-Pay
Board For FOR
10 funds
AGAINST
2 funds
REX AMERICAN RESOURCES CORP June 4, 2025 ADVISORY VOTE to approve executive compensation.
Say-on-Pay
Board For FOR
8 funds
AGAINST
3 funds
RHYTHM PHARMACEUTICALS INC. June 24, 2025 Approval, on an advisory (non-binding) basis, of the compensation of the named executive officers of the Company.
Say-on-Pay
Board For AGAINST
6 funds
FOR
1 fund
RING ENERGY INC. May 22, 2025 Approve and adopt an Amendment to the Ring Energy, Inc. 2021 Omnibus Incentive Plan to increase the shares available under the Plan by 11.5 million shares.
Compensation
Board For FOR
2 funds
AGAINST
1 fund
ROYALTY PHARMA PLC May 12, 2025 Approve on a binding basis our U.K. directors' remuneration policy.
Say-on-Pay
Board For AGAINST
12 funds
FOR
6 funds
ROYALTY PHARMA PLC May 12, 2025 Approve on a non-binding advisory basis our U.K. directors' remuneration report (other than the part containing the directors' remuneration policy) for the fiscal year ended December 31, 2024.
Say-on-Pay
Board For AGAINST
12 funds
FOR
6 funds
SABRE CORP. April 23, 2025 To approve our 2025 Omnibus Incentive Compensation Plan.
Compensation
Board For FOR
7 funds
AGAINST
3 funds
SAGA COMMUNICATIONS INC. May 2, 2025 To re-approve the material terms of the Company's Chief Executive Officer Annual Incentive Plan.
Compensation
Board For AGAINST
1 fund
FOR
1 fund
SEAGATE TECHNOLOGY HOLDINGS PLC October 19, 2024 Determine the price Range for the Re-allotment of Treasury Shares under Irish law.
Capital Structure
Board For AGAINST
11 funds
FOR
11 funds
SELECT MEDICAL HOLDINGS CORP. April 24, 2025 Non-binding advisory vote on the compensation of our named executive officers.
Say-on-Pay
Board For FOR
9 funds
AGAINST
7 funds
SELECTQUOTE INC. November 12, 2024 To approve, by non-binding advisory vote, the compensation of our named executive officers.
Say-on-Pay
Board For FOR
5 funds
AGAINST
1 fund
SENSUS HEALTHCARE INC. May 27, 2025 Election of Director: Anthony Petrelli
Director Elections
Board For FOR
1 fund
AGAINST
1 fund
SERVICE PROPERTIES TRUST June 13, 2025 Advisory vote to approve executive compensation.
Say-on-Pay
Board For FOR
10 funds
AGAINST
1 fund
SHYFT GROUP INC. June 17, 2025 The Advisory Compensation Proposal: Approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to the Company's named executive officers that is based on or otherwise relates to the Merger.
Say-on-Pay
Board For FOR
8 funds
AGAINST
2 funds
SILVERCREST ASSET MANAGEMENT GROUP INC. June 4, 2025 Approval of executive compensation in an advisory, non-binding vote.
Say-on-Pay
Board For FOR
3 funds
AGAINST
1 fund
SILVERCREST ASSET MANAGEMENT GROUP INC. June 4, 2025 To amend our 2012 Equity Incentive Plan, as amended, to increase the authorized number of shares issuable under the plan by 1,500,000 shares.
Compensation
Board For FOR
2 funds
AGAINST
1 fund
SL GREEN REALTY CORP. June 3, 2025 To approve, on a non-binding advisory basis, our executive compensation.
Say-on-Pay
Board For AGAINST
12 funds
FOR
6 funds
SLEEP NUMBER CORP. May 28, 2025 Approve Amendment to the Sleep Number Corporation 2020 Equity Incentive Plan to increase the number of shares reserved for issuance by 500,000 shares
Compensation
Board For FOR
7 funds
AGAINST
3 funds
SMART SAND INC. June 3, 2025 Approval, on an advisory (and non-binding) basis, of the compensation paid to the Company's named executive officers for the year ended December 31, 2024.
Say-on-Pay
Board For FOR
2 funds
AGAINST
1 fund
SMARTFINANCIAL INC. May 22, 2025 To approve the SmartFinancial, Inc. Omnibus Incentive Plan.
Compensation
Board For FOR
2 funds
AGAINST
2 funds
SMITH-MIDLAND CORPORATION August 7, 2024 Election of Director: James Russell Bruner
Director Elections
Board For WITHHOLD
1 fund
FOR
1 fund
SMITH-MIDLAND CORPORATION August 7, 2024 Election of Director: Matthew I. Smith
Director Elections
Board For WITHHOLD
1 fund
FOR
1 fund
SMITH-MIDLAND CORPORATION August 7, 2024 Election of Director: Read Van de Water
Director Elections
Board For WITHHOLD
1 fund
FOR
1 fund
SMITH-MIDLAND CORPORATION August 7, 2024 Election of Director: Richard Gerhardt
Director Elections
Board For WITHHOLD
1 fund
FOR
1 fund
SOUNDTHINKING INC. June 4, 2025 Advisory approval of the compensation of the Company's named executive officers.
Say-on-Pay
Board For FOR
3 funds
AGAINST
1 fund
SOUTHWEST May 1, 2025 To APPROVE, on a non-binding, advisory basis, the Company's executive compensation.
Say-on-Pay
Board Not determined FOR
13 funds
AGAINST
8 funds
SS&C TECHNOLOGIES HOLDINGS INC. May 21, 2025 To approve the SS&C Second Amended and Restated 2023 Stock Incentive Plan.
Compensation
Board For AGAINST
11 funds
FOR
8 funds
STEPSTONE GROUP INC September 10, 2024 To ratify the appointment of Ernst & Young LLP as the Company's independent registered public accounting firm for the fiscal year ending March 31, 2025.
Audit-related
Board For AGAINST
7 funds
FOR
4 funds
SUMMIT THERAPEUTICS INC. June 12, 2025 Approval, by a non-binding advisory vote, of the compensation of our named executive officers.
Say-on-Pay
Board For FOR
9 funds
AGAINST
1 fund
SUPER MICRO COMPUTER INC. June 4, 2025 To approve the further amendment and restatement of the Super Micro Computer, Inc. 2020 Equity and Incentive Compensation Plan.
Compensation
Board For FOR
13 funds
AGAINST
3 funds
SURMODICS INC. February 6, 2025 Approve, in a non-binding advisory vote, the Company's executive compensation.
Say-on-Pay
Board For FOR
5 funds
AGAINST
2 funds
SUTRO BIOPHARMA INC. June 6, 2025 To approve, on a non-binding, advisory basis, the compensation of our named executive officers.
Say-on-Pay
Board For FOR
2 funds
AGAINST
2 funds
SYNCHRONOS June 10, 2025 To approve on a non-binding advisory basis the compensation of the Company's named executive officers.
Say-on-Pay
Board Not determined FOR
2 funds
AGAINST
2 funds
TELADOC HEALTH INC. May 22, 2025 Approve an amendment to the Teladoc Health, Inc. 2023 Incentive Award Plan.
Compensation
Board For FOR
8 funds
AGAINST
3 funds
TELOS CORP. May 8, 2025 ADVISORY VOTE ON EXECUTIVE COMPENSATION: To approve, on an advisory basis, the compensation of the Company's named executive officers or "say-on-pay".
Say-on-Pay
Board For FOR
5 funds
AGAINST
2 funds
TERRITORIAL BANCORP INC. November 6, 2024 To approve and adopt the Agreement and Plan of Merger, dated as of April 26, 2024 (the "Merger Agreement"), by and between Hope Bancorp, Inc. ("Hope") and Territorial Bancorp Inc. ("Territorial"), and to approve the transactions contemplated by the Merger Agreement, including the merger (the "Merger") of Territorial with and into Hope (collectively, the "Merger Proposal");
Extraordinary Transactions
Board For FOR
1 fund
AGAINST
2 funds
THE TIMKEN COMPANY May 2, 2025 Approval, on an advisory basis, of our named executive officer compensation.
Say-on-Pay
Board For FOR
13 funds
AGAINST
7 funds
TRANSACT TECHNOLOGIES INC. May 29, 2025 Approval, on a non-binding, advisory basis, of the compensation of our named executive officers.
Say-on-Pay
Board For FOR
2 funds
AGAINST
2 funds
TRAVELZOO June 4, 2025 Vote, on an advisory basis, to approve executive compensation.
Say-on-Pay
Board For FOR
2 funds
AGAINST
2 funds
TREACE MEDICAL CONCEPTS INC. May 20, 2025 Approval, on an advisory, non-binding basis, of the compensation of the Company's named executive officers.
Say-on-Pay
Board For FOR
5 funds
AGAINST
1 fund
TREDEGAR CORP. May 8, 2025 Non-Binding Advisory Vote to Approve Named Executive Officer Compensation
Say-on-Pay
Board For FOR
3 funds
AGAINST
2 funds
TRUEBLUE INC. May 14, 2025 To approve, by advisory vote, compensation for our named executive officers.
Say-on-Pay
Board For FOR
7 funds
AGAINST
2 funds
TRUECAR INC. May 22, 2025 Advisory vote to approve named executive officer compensation.
Say-on-Pay
Board For FOR
2 funds
AGAINST
2 funds
ULTRAGENYX PHARMACEUTICAL INC. May 15, 2025 Approval of the Second Amended and Restated 2023 Incentive Plan.
Compensation
Board For FOR
7 funds
AGAINST
4 funds
ULTRALIFE CORP. July 16, 2024 To approve the adoption of the Ultralife Corporation 2024 Long-Term Incentive Plan.
Compensation
Board For FOR
1 fund
AGAINST
2 funds
UNISYS CORP. May 8, 2025 Advisory vote to approve executive compensation.
Say-on-Pay
Board For FOR
9 funds
AGAINST
2 funds
UNITED STATES LIME & MINERALS INC. May 2, 2025 To approve on a non-binding advisory basis, the Company's executive compensation.
Say-on-Pay
Board For FOR
6 funds
AGAINST
2 funds
UNIVERSAL HEALTH REALTY INCOME TRUST June 11, 2025 Advisory (nonbinding) vote to approve named executive officer compensation.
Say-on-Pay
Board For FOR
5 funds
AGAINST
1 fund
UNIVERSAL STAINLESS & ALLOY PRODS. INC. January 15, 2025 To approve, on an advisory (non-binding) basis, the compensation that may be paid or become payable to Universal'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
3 funds
AGAINST
2 funds
URBAN ONE INC. October 1, 2024 An advisory vote on executive compensation for named executive officers.
Say-on-Pay
Board For FOR
2 funds
AGAINST
1 fund
USANA HEALTH SCIENCES INC. May 19, 2025 Approval of the USANA Health Sciences, Inc. 2025 Equity Incentive Plan.
Compensation
Board For FOR
7 funds
AGAINST
3 funds
USIO INC. June 10, 2025 To approve, on an advisory basis, the compensation paid to our Named Executive Officers for the year ended December 31, 2024.
Say-on-Pay
Board For FOR
2 funds
AGAINST
1 fund
UTZ BRANDS INC. April 24, 2025 Non-binding, advisory vote to approve executive compensation
Say-on-Pay
Board For FOR
5 funds
AGAINST
2 funds
VANDA PHARMACEUTICALS INC. June 5, 2025 To approve, on an advisory basis, the Company's named executive officer compensation.
Say-on-Pay
Board For FOR
5 funds
AGAINST
2 funds
VARONIS SYSTEMS INC. June 5, 2025 To approve additional shares for issuance under the Amended and Restated Varonis Systems, Inc. 2023 Omnibus Equity Incentive Plan.
Compensation
Board For AGAINST
6 funds
FOR
3 funds
VARONIS SYSTEMS INC. June 5, 2025 To approve, on a non-binding, advisory basis, the executive compensation of our named executive officers.
Say-on-Pay
Board For AGAINST
7 funds
FOR
2 funds
VERA BRADLEY INC. June 5, 2025 To approve, on an advisory basis, the compensation of the Company's named executive officers.
Say-on-Pay
Board For FOR
2 funds
AGAINST
2 funds
VERACYTE INC. June 17, 2025 The approval of an amendment to our Veracyte, Inc. 2023 Equity Incentive Plan.
Compensation
Board For FOR
6 funds
AGAINST
3 funds
VERVE THERAPEUTICS INC. June 5, 2025 Approval, on an advisory basis, of the compensation paid to our named executive officers.
Say-on-Pay
Board For FOR
5 funds
AGAINST
1 fund
VIASAT INC. September 5, 2024 Advisory Vote on Executive Compensation.
Say-on-Pay
Board For FOR
8 funds
AGAINST
1 fund
VIMEO INC. June 9, 2025 Approve a non-binding advisory resolution to approve the compensation of the Company's named executive officers (say on pay).
Say-on-Pay
Board For FOR
5 funds
AGAINST
2 funds
VIRIDIAN THERAPEUTICS INC. June 20, 2025 To approve a further amendment and restatement of the Company's Amended and Restated 2016 Equity Incentive Plan, including increasing the number of shares available for issuance thereunder by 8,000,000 shares.
Compensation
Board For FOR
4 funds
AGAINST
1 fund
VIRIDIAN THERAPEUTICS INC. June 20, 2025 To approve, on an advisory basis, the compensation of the Company's named executive officers.
Say-on-Pay
Board For FOR
6 funds
AGAINST
1 fund
VOYAGER THERAPEUTICS INC. June 3, 2025 To approve the Voyager Therapeutics, Inc. 2025 Stock Incentive Plan.
Compensation
Board For FOR
2 funds
AGAINST
1 fund
VOYAGER THERAPEUTICS INC. June 3, 2025 To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers.
Say-on-Pay
Board For FOR
3 funds
AGAINST
1 fund
WESTWOOD H April 30, 2025 To approve the Eleventh Amended and Restated Westwood Holdings Group, Inc. Stock Incentive Plan.
Compensation
Board Not determined FOR
1 fund
AGAINST
2 funds
XENCOR INC. June 12, 2025 To approve the proposed amendment and restatement of the Company's 2023 Equity Incentive Plan to increase the number of authorized shares reserved for issuance thereunder by 3,000,000 shares.
Compensation
Board For FOR
4 funds
AGAINST
3 funds
XENIA HOTELS & RESORTS INC. May 13, 2025 To approve an amendment to the 2015 Incentive Award Plan to increase the number of shares that may be issued thereunder.
Compensation
Board For FOR
9 funds
AGAINST
3 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.