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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 items	Same	Differ	Split (not in %)	Same position	Fund-level
All ballot items	7,635	6,327	402	906	94.0%	89.8%
Board proposals	6,488	5,466	354	668	93.9%	90.0%
E&S shareholder proposals	252	196	2	54	99.0%	94.3%
Other items	895	665	46	184	93.5%	87.5%

Where they did not vote alike

Everything Voted differently Split votes

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

2 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
AMAZON.COM	May 21, 2025	SHAREHOLDER PROPOSAL REQUESTING A REPORT ON WAREHOUSE WORKING CONDITIONS Human Rights or Human Capital/workforce	Shareholder (E&S)	Against	FOR 14 funds	AGAINST 23 funds
SMITH & WESSON BRANDS INC.	September 17, 2024	Proposal 3: A stockholder proposal (human rights impact assessment). Human Rights or Human Capital/workforce	Shareholder (E&S)	Against	FOR 7 funds	AGAINST 2 funds

← 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.