Home › Asset managers › Compare 2024-2025 › Charles Schwab vs Jackson National
Charles Schwab 2024-2025 · Jackson National 2024-2025 · Download the item list (CSV)
| 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% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
668 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 |
|---|---|---|---|---|---|---|
| TRANSDIGM GROUP INC. | March 6, 2025 | Approval, on an advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 15 funds |
Split 10 FOR, 1 AGAINST |
| TRANSMEDICS GROUP INC. | May 22, 2025 | To approve, on a non-binding advisory basis, the compensation paid to TransMedics' named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
Split 2 FOR, 1 AGAINST |
| TRANSUNION | May 7, 2025 | To approve, on a non-binding advisory basis, the compensation of TransUnion's named executive officers. Say-on-Pay |
Board | For | FOR 14 funds |
Split 6 FOR, 8 AGAINST |
| TRI POINTE HOMES INC. | April 16, 2025 | Approval, on a non-binding, advisory basis, of the compensation of Tri Pointe Homes, Inc.'s named executive officers. Say-on-Pay |
Board | For | FOR 9 funds |
Split 5 FOR, 2 AGAINST |
| TRIUMPH FINANCIAL INC. | April 22, 2025 | Approval of the Fourth Amendment to the Triumph Financial, Inc. 2014 Omnibus Incentive Plan. Compensation |
Board | For | FOR 4 funds |
Split 2 FOR, 3 AGAINST |
| TRIUMPH FINANCIAL INC. | April 22, 2025 | Management Proposal Regarding Advisory Approval of the Company's Executive Compensation. Say-on-Pay |
Board | For | AGAINST 5 funds |
Split 3 FOR, 2 AGAINST |
| TRUIST FINANCIAL CORP. | April 29, 2025 | Advisory vote to approve Truist's executive compensation program. Say-on-Pay |
Board | For | FOR 15 funds |
Split 3 FOR, 12 AGAINST |
| TRUSTCO BANK CORP NY | May 20, 2025 | Approval of a non-binding advisory resolution on the compensation of TrustCo's named executive officers as disclosed in the proxy statement. Say-on-Pay |
Board | For | FOR 5 funds |
Split 1 FOR, 2 AGAINST |
| U.S. BANCORP | April 15, 2025 | An advisory vote to approve the compensation of our executives disclosed in the proxy statement. Say-on-Pay |
Board | For | FOR 15 funds |
Split 3 FOR, 9 AGAINST |
| UFP INDUST | April 23, 2025 | To approve, on an advisory (non-binding) basis, the compensation paid to our Named Executives. Say-on-Pay |
Board | Not determined | FOR 11 funds |
Split 2 FOR, 5 AGAINST |
| UFP TECHNOLOGIES INC. | June 4, 2025 | To vote on a non-binding advisory resolution to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 6 funds |
Split 3 FOR, 2 AGAINST |
| UGI CORP. | January 31, 2025 | An advisory vote to approve the Fiscal 2024 compensation of the Company's named executive officers ("say-on-pay vote"). Say-on-Pay |
Board | For | FOR 12 funds |
Split 3 FOR, 4 AGAINST |
| ULTRA CLEAN HOLDINGS INC. | May 21, 2025 | Approval, by an advisory vote, of the compensation of Ultra Clean Holdings, Inc.'s named executive officers for fiscal 2024 as disclosed in our proxy statement for the 2025 Annual Meeting of Stockholders. Say-on-Pay |
Board | For | FOR 8 funds |
Split 2 FOR, 2 AGAINST |
| UNION PACIFIC CORP. | May 8, 2025 | Ratification of the appointment of Deloitte & Touche LLP as the independent registered public accounting firm of the Company for 2025. Audit-related |
Board | For | FOR 13 funds |
Split 17 FOR, 1 AGAINST |
| UNITED AIRLINES HOLDINGS INC. | May 21, 2025 | A vote to approve, on a nonbinding advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 15 funds |
Split 3 FOR, 6 AGAINST |
| UNITED NATURAL FOODS INC. | December 17, 2024 | To approve the Fourth Amended and Restated 2020 Equity Incentive Plan. Compensation |
Board | For | FOR 7 funds |
Split 2 FOR, 2 AGAINST |
| UNITED PARKS & RESORTS INC. | June 13, 2025 | Approval of the director compensation limit set forth in the United Parks & Resorts Inc. 2025 Omnibus Incentive Plan. Compensation |
Board | For | AGAINST 7 funds |
Split 2 FOR, 4 AGAINST |
| UNITED THERAPEUTICS CORP. | June 26, 2025 | Approval of the amendment and restatement of the United Therapeutics Corporation Amended and Restated 2015 Stock Incentive Plan. Compensation |
Board | For | FOR 15 funds |
Split 2 FOR, 6 AGAINST |
| UNITEDHEALTH GROUP INC. | June 2, 2025 | Advisory approval of the Company's executive compensation. Say-on-Pay |
Board | For | FOR 19 funds |
Split 13 FOR, 12 AGAINST |
| UNITI GROUP INC. | May 29, 2025 | To approve, on an advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 10 funds |
Split 1 FOR, 3 AGAINST |
| UNITY SOFTWARE INC. | June 11, 2025 | To approve, on an advisory basis, the compensation of the Company's named executive officers, as disclosed in the accompanying proxy statement. Say-on-Pay |
Board | For | AGAINST 14 funds |
Split 3 FOR, 2 AGAINST |
| UNUM GROUP | May 22, 2025 | To approve, on an advisory basis, the compensation of the company's named executive officers. Say-on-Pay |
Board | For | FOR 14 funds |
Split 1 FOR, 5 AGAINST |
| UPSTART HOLDINGS INC. | May 23, 2025 | The approval, on an advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
Split 2 FOR, 2 AGAINST |
| US FOODS HOLDING CORP. | May 22, 2025 | Advisory approval of the compensation paid to our named executive officers, as disclosed in the Proxy Statement. Say-on-Pay |
Board | For | FOR 13 funds |
Split 4 FOR, 5 AGAINST |
| USANA HEALTH SCIENCES INC. | May 19, 2025 | Approve on an advisory basis the Company's executive compensation, commonly referred to as a "Say on Pay" proposal. Say-on-Pay |
Board | For | FOR 8 funds |
Split 2 FOR, 1 AGAINST |
| V.F. CORP. | July 23, 2024 | Vote to approve the amendment and restatement of the 1996 Stock Compensation Plan. Compensation |
Board | For | FOR 12 funds |
Split 4 FOR, 3 AGAINST |
| VALERO ENE | May 6, 2025 | Advisory vote to approve the 2024 compensation of named executive officers. Say-on-Pay |
Board | Not determined | FOR 14 funds |
Split 13 FOR, 1 AGAINST |
| VAXCYTE INC. | June 12, 2025 | Approval, on a non-binding, advisory basis, of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 10 funds |
Split 4 FOR, 3 AGAINST |
| VECTOR GROUP LTD. | August 20, 2024 | Advisory vote on executive compensation (the "say on pay vote"). Say-on-Pay |
Board | For | AGAINST 8 funds |
Split 2 FOR, 2 AGAINST |
| VERICEL CORP. | April 30, 2025 | To approve, on an advisory basis, the compensation of Vericel Corporation's named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
Split 5 FOR, 1 AGAINST |
| VERISIGN INC. | May 22, 2025 | To approve, on an advisory basis, the Company's executive compensation. Say-on-Pay |
Board | For | FOR 17 funds |
Split 2 FOR, 7 AGAINST |
| VERITEX HOLDINGS INC. | May 27, 2025 | Advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 10 funds |
Split 1 FOR, 2 AGAINST |
| VERIZON COMMUNICATIONS INC. | May 22, 2025 | Advisory vote to approve executive compensation Diversity, Equity, and Inclusion |
Board | For | FOR 16 funds |
Split 14 FOR, 1 AGAINST |
| VERTEX PHARMACEUTICALS INC. | May 14, 2025 | Advisory vote to approve named executive officer compensation. Corporate Governance |
Board | For | FOR 17 funds |
Split 10 FOR, 8 AGAINST |
| VICI PROPERTIES INC. | April 29, 2025 | To approve (on a non-binding, advisory basis) the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 17 funds |
Split 4 FOR, 6 AGAINST |
| VICTORIA'S SECRET & CO. | June 18, 2025 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 10 funds |
Split 2 FOR, 3 AGAINST |
| VICTORY CAPITAL HOLDINGS INC. | May 7, 2025 | A non-binding advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 9 funds |
Split 3 FOR, 2 AGAINST |
| VIKING THERAPEUTICS INC | May 20, 2025 | TO APPROVE, ON AN ADVISORY BASIS, THE COMPENSATION OF OUR NAMED EXECUTIVE OFFICERS. Say-on-Pay |
Board | For | AGAINST 9 funds |
Split 3 FOR, 2 AGAINST |
| VIPER ENERGY INC. | May 20, 2025 | The approval, on an advisory basis, of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 7 funds |
Split 1 FOR, 2 AGAINST |
| VISTA OUTDOOR INC. | August 23, 2024 | Advisory Vote to Approve Compensation of Vista Outdoor's Named Executive Officers. Say-on-Pay |
Board | For | FOR 8 funds |
Split 2 FOR, 3 AGAINST |
| VITAL ENERGY INC. | May 22, 2025 | Advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 8 funds |
Split 2 FOR, 2 AGAINST |
| W. P. CAREY INC. | June 12, 2025 | To Approve the Advisory Resolution on Executive Compensation. Say-on-Pay |
Board | For | FOR 15 funds |
Split 2 FOR, 6 AGAINST |
| WALGREENS BOOTS ALLIANCE INC. | January 30, 2025 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | FOR 15 funds |
Split 2 FOR, 7 AGAINST |
| WARNER BROS. DISCOVERY INC. | June 2, 2025 | To vote on an advisory resolution to approve the 2024 compensation of Warner Bros. Discovery, Inc.'s named executive officers, commonly referred to as a "Say-on-Pay" vote. Say-on-Pay |
Board | For | AGAINST 15 funds |
Split 2 FOR, 9 AGAINST |
| WESTERN ALLIANCE BANCORPORATION | June 11, 2025 | To approve, on an advisory (non-binding) basis, the compensation of executives. Say-on-Pay |
Board | For | FOR 13 funds |
Split 4 FOR, 6 AGAINST |
| WESTERN DIGITAL CORP. | November 20, 2024 | Approval on an advisory basis of the named executive officer compensation disclosed in the Proxy Statement. Say-on-Pay |
Board | For | FOR 14 funds |
Split 5 FOR, 7 AGAINST |
| WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | May 15, 2025 | Approve an advisory (non-binding) resolution to approve the 2024 named executive officer compensation. Say-on-Pay |
Board | For | FOR 16 funds |
Split 7 FOR, 6 AGAINST |
| WEX INC. | May 15, 2025 | Advisory (non-binding) vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 16 funds |
Split 7 FOR, 1 AGAINST |
| WEYERHAEUS | May 9, 2025 | Approval, on an advisory basis, of the compensation of the named executive officers. Say-on-Pay |
Board | Not determined | FOR 15 funds |
Split 5 FOR, 6 AGAINST |
| WILLIAMS-SONOMA INC. | June 11, 2025 | An advisory vote to approve executive compensation Say-on-Pay |
Board | For | FOR 16 funds |
Split 1 FOR, 8 AGAINST |
| WISDOMTREE INC. | June 17, 2025 | To vote on an advisory resolution to approve the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 6 funds |
Split 3 FOR, 1 AGAINST |
| WOLFSPEED INC. | December 5, 2024 | ADVISORY (NONBINDING) VOTE TO APPROVE EXECUTIVE COMPENSATION. Say-on-Pay |
Board | For | FOR 7 funds |
Split 3 FOR, 2 AGAINST |
| WORKDAY INC. | June 4, 2025 | Election of Class I Director: Carl M. Eschenbach Director Elections |
Board | For | FOR 12 funds |
Split 13 FOR, 1 AGAINST |
| WORKDAY INC. | June 4, 2025 | Election of Class I Director: Jerry Yang Director Elections |
Board | For | AGAINST 12 funds |
Split 12 FOR, 2 AGAINST |
| WORKDAY INC. | June 4, 2025 | Election of Class I Director: Michael L. Speiser Director Elections |
Board | For | FOR 12 funds |
Split 12 FOR, 2 AGAINST |
| WORKDAY INC. | June 4, 2025 | Election of Class I Director: Michael M. McNamara Director Elections |
Board | For | AGAINST 12 funds |
Split 3 FOR, 11 AGAINST |
| WORKDAY INC. | June 4, 2025 | To approve, on an advisory basis, the compensation of our named executive officers as disclosed in the Proxy Statement. Say-on-Pay |
Board | For | AGAINST 14 funds |
Split 4 FOR, 10 AGAINST |
| WORKIVA INC. | May 29, 2025 | Approval, on an advisory basis, of the compensation of Workiva's named executive officers. Say-on-Pay |
Board | For | FOR 7 funds |
Split 1 FOR, 2 AGAINST |
| XCEL ENERGY INC. | May 21, 2025 | Approval of Xcel Energy Inc.'s executive compensation in an advisory vote (say on pay vote) Say-on-Pay |
Board | For | FOR 15 funds |
Split 14 FOR, 3 AGAINST |
| YUM CHINA | May 23, 2025 | Advisory Vote to Approve Executive Compensation Say-on-Pay |
Board | Not determined | FOR 3 funds |
Split 5 FOR, 1 AGAINST |
| ZEBRA TECHNOLOGIES CORP. | May 8, 2025 | Advisory vote to approve Named Executive Officers' compensation ("Say-on-Pay"). Say-on-Pay |
Board | For | FOR 17 funds |
Split 4 FOR, 8 AGAINST |
| ZETA GLOBAL HOLDINGS CORP. | June 9, 2025 | Approval, on an advisory (non-binding) basis, of the compensation of our named executive officers Say-on-Pay |
Board | For | FOR 8 funds |
Split 3 FOR, 2 AGAINST |
| 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 |
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How items are matched and positions counted: see the comparison table and the methodology. Built November 1, 2026 from SEC Form N-PX filings.