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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

906 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
ZIFF DAVIS	May 7, 2025	To provide an advisory vote on the compensation of Ziff Davis' named executive officers. Say-on-Pay	Board	Not determined	FOR 8 funds	Split 2 FOR, 2 AGAINST
ZIMMER BIO	May 29, 2025	Approve, on a non-binding advisory basis, named executive officer compensation ("Say on Pay"). Say-on-Pay	Board	Not determined	FOR 18 funds	Split 4 FOR, 7 AGAINST
ZIONS BANCORPORATION	May 2, 2025	Approval, on a nonbinding advisory basis, of the compensation paid to the Bank's named executive officers with respect to fiscal year ended Dec. 31, 2024. Say-on-Pay	Board	For	FOR 14 funds	Split 2 FOR, 4 AGAINST
ZOOM COMMUNICATIONS INC.	June 12, 2025	Approve, on an advisory non-binding basis, the compensation of our named executive officers as disclosed in our proxy statement. Say-on-Pay	Board	For	AGAINST 14 funds	Split 1 FOR, 8 AGAINST
ZSCALER INC.	January 10, 2025	To approve on a non-binding, advisory basis, the compensation of our named executive officers. Say-on-Pay	Board	For	AGAINST 9 funds	Split 4 FOR, 6 AGAINST
ZURN ELKAY	May 1, 2025	Advisory vote to approve the compensation of Zurn Elkay's named executive officers, as disclosed in "Compensation Discussion and Analysis" and "Executive Compensation" in the Proxy Statement. Say-on-Pay	Board	Not determined	AGAINST 13 funds	Split 3 FOR, 4 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.