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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

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.

CompanyMeetingProposalOn the ballot from Board recommendedCharles SchwabJackson National
SUN COMMUNITIES INC. May 13, 2025 To approve, by a non-binding advisory vote, executive compensation.
Say-on-Pay
Board For FOR
15 funds
Split
3 FOR, 6 AGAINST
SUNCOKE ENERGY INC. May 15, 2025 To hold a non-binding advisory vote to approve the compensation of the Company's named executive officers ("Say-on-Pay").
Say-on-Pay
Board For FOR
9 funds
Split
2 FOR, 1 AGAINST
SURGERY PARTNERS INC. June 6, 2025 Approval of the Surgery Partners, Inc. 2025 Omnibus Incentive Plan.
Compensation
Board For FOR
7 funds
Split
3 FOR, 2 AGAINST
SURGERY PARTNERS INC. June 6, 2025 Approval, on an advisory basis, of the compensation paid by the Company to its named executive officers.
Say-on-Pay
Board For FOR
8 funds
Split
3 FOR, 2 AGAINST
SYNAPTICS INC. October 29, 2024 Proposal to approve the Company's amended and restated 2019 Equity and Incentive Compensation Plan.
Compensation
Board For FOR
7 funds
Split
1 FOR, 7 AGAINST
SYNCHRONY FINANCIAL June 17, 2025 Advisory Vote to Approve Named Executive Officer Compensation.
Say-on-Pay
Board For FOR
14 funds
Split
5 FOR, 7 AGAINST
T. ROWE PRICE GROUP INC. May 8, 2025 Approve, by a non-binding advisory vote, the compensation paid by the Company to its Named Executive Officers.
Corporate Governance
Board For FOR
15 funds
Split
3 FOR, 8 AGAINST
TAKE-TWO INTERACTIVE SOFTWARE INC. September 18, 2024 Election of Director: J Moses
Director Elections
Board For FOR
13 funds
Split
12 FOR, 1 AGAINST
TAKE-TWO INTERACTIVE SOFTWARE INC. September 18, 2024 Election of Director: Michael Dornemann
Director Elections
Board For FOR
13 funds
Split
12 FOR, 1 AGAINST
TAKE-TWO INTERACTIVE SOFTWARE INC. September 18, 2024 Election of Director: Michael Sheresky
Director Elections
Board For FOR
13 funds
Split
10 FOR, 3 AGAINST
TAKE-TWO INTERACTIVE SOFTWARE INC. September 18, 2024 Election of Director: Roland Hernandez
Director Elections
Board For FOR
13 funds
Split
12 FOR, 1 AGAINST
TALEN ENERGY CORP. May 7, 2025 To approve, on an advisory basis, the compensation of our named executive officers.
Say-on-Pay
Board For FOR
5 funds
Split
3 FOR, 1 AGAINST
TALOS ENERGY INC. May 29, 2025 To approve, on a non-binding advisory basis, the Company's Named Executive Officers' compensation for the fiscal year ended December 31, 2024.
Say-on-Pay
Board For FOR
9 funds
Split
3 FOR, 2 AGAINST
TANGO THERAPEUTICS INC. June 5, 2025 To approve, on a non-binding, advisory basis, the compensation of our named executive officers.
Say-on-Pay
Board For AGAINST
5 funds
Split
1 FOR, 1 AGAINST
TARGA RESO May 20, 2025 To approve, on an advisory basis, the compensation of the Company's named executive officers for the fiscal year ended December 31, 2024.
Say-on-Pay
Board Not determined FOR
14 funds
Split
9 FOR, 7 AGAINST
TARGA RESO May 20, 2025 To ratify the selection of PricewaterhouseCoopers LLP as the Company's independent auditors for 2025.
Audit-related
Board Not determined FOR
13 funds
Split
15 FOR, 1 AGAINST
TECHNIPFMC PLC April 25, 2025 Prospective Directors' Remuneration Policy: To approve the Company's prospective directors' remuneration policy for the three years ending December 31, 2027, in the form presented in the Company's directors' remuneration report for the year ended December 31, 2024 of the Company's U.K. Annual Report and Accounts, such policy to take effect immediately after the conclusion of the 2025 Annual General Meeting of Shareholders
Say-on-Pay
Board For AGAINST
15 funds
Split
10 FOR, 1 AGAINST
TEGNA INC. May 21, 2025 COMPANY PROPOSAL TO APPROVE, ON AN ADVISORY BASIS, the compensation of the Company's named executive officers.
Say-on-Pay
Board For FOR
8 funds
Split
2 FOR, 3 AGAINST
TELADOC HEALTH INC. May 22, 2025 Approve, on an advisory basis, the compensation of Teladoc Health's named executive officers.
Say-on-Pay
Board For FOR
9 funds
Split
1 FOR, 2 AGAINST
TELEFLEX INC. May 9, 2025 Approval, on an advisory basis, of named executive officer compensation.
Say-on-Pay
Board For FOR
17 funds
Split
10 FOR, 1 AGAINST
TELEPHONE & DATA SYSTEMS INC. May 22, 2025 Advisory vote to approve executive compensation
Say-on-Pay
Board For FOR
9 funds
Split
4 FOR, 2 AGAINST
TELEPHONE & DATA SYSTEMS INC. May 22, 2025 Election of Director: G. W. Off
Director Elections
Board For WITHHOLD
8 funds
Split
4 FOR, 2 WITHHOLD
TELEPHONE & DATA SYSTEMS INC. May 22, 2025 Election of Director: K. D. Dixon
Director Elections
Board For FOR
8 funds
Split
4 FOR, 2 WITHHOLD
TELEPHONE & DATA SYSTEMS INC. May 22, 2025 Election of Director: W. Oosterman
Director Elections
Board For FOR
8 funds
Split
4 FOR, 2 WITHHOLD
TENABLE HOLDINGS INC. May 14, 2025 To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers as disclosed in the proxy statement.
Say-on-Pay
Board For FOR
6 funds
Split
1 FOR, 2 AGAINST
TERADATA CORP. May 15, 2025 Approval of the Teradata 2023 Stock Incentive Plan, as Amended and Restated.
Compensation
Board For FOR
9 funds
Split
2 FOR, 5 AGAINST
TEXAS INSTRUMENTS INC. April 17, 2025 Board proposal regarding advisory approval of the Company's executive compensation.
Say-on-Pay
Board For FOR
17 funds
Split
10 FOR, 8 AGAINST
TEXAS PACIFIC LAND CORP. November 8, 2024 To approve, by non-binding advisory vote, the executive compensation paid to the Company's named executive officers.
Say-on-Pay
Board For FOR
13 funds
Split
2 FOR, 5 AGAINST
TFS FINANCIAL CORP. February 20, 2025 Election of Director: ASHLEY H. WILLIAMS
Director Elections
Board For FOR
5 funds
Split
3 FOR, 2 AGAINST
THE TRADE DESK, INC. November 14, 2024 The approval of the reincorporation of The Trade Desk, Inc. from the State of Delaware to the State of Nevada by conversion.
Capital Structure
Board For AGAINST
11 funds
Split
3 FOR, 9 AGAINST
THE TRADE DESK, INC. May 27, 2025 The approval of The Trade Desk, Inc. 2025 Incentive Award Plan, which is an amendment and restatement of our 2016 Incentive Award Plan.
Compensation
Board For AGAINST
11 funds
Split
2 FOR, 9 AGAINST
THE TRADE DESK, INC. May 27, 2025 The approval, on a non-binding, advisory basis, the compensation of our named executive officers.
Say-on-Pay
Board For FOR
14 funds
Split
11 FOR, 1 AGAINST
THE WALT DISNEY COMPANY March 20, 2025 Ratification of the appointment of PricewaterhouseCoopers LLP as the Company's independent registered public accountants for fiscal 2025.
Audit-related
Board For FOR
12 funds
Split
16 FOR, 1 AGAINST
THE WESTERN UNION COMPANY May 15, 2025 Advisory Vote to Approve Executive Compensation
Say-on-Pay
Board For AGAINST
12 funds
Split
6 FOR, 2 AGAINST
THERMO FISHER SCIENTIFIC May 21, 2025 An advisory vote to approve named executive officer compensation.
Say-on-Pay
Board For AGAINST
18 funds
Split
19 FOR, 2 AGAINST
TITAN INTERNATIONAL INC. June 11, 2025 To approve, in a non-binding advisory vote, the 2024 compensation paid to the Company's named executive officers.
Say-on-Pay
Board For FOR
8 funds
Split
1 FOR, 1 AGAINST
TITAN MACHINERY INC. June 2, 2025 To conduct an advisory vote on a non-binding resolution to approve the compensation of our named executive officers.
Say-on-Pay
Board For FOR
8 funds
Split
2 FOR, 1 AGAINST
TOAST INC. June 13, 2025 To approve, on an advisory (non-binding) basis, the compensation of our named executive officers.
Say-on-Pay
Board For FOR
13 funds
Split
5 FOR, 4 AGAINST
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

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How items are matched and positions counted: see the comparison table and the methodology. Built October 18, 2026 from SEC Form N-PX filings.