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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

1,022 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
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
ZIM INTEGRATED SHIPPING SERVICES LTD. December 22, 2024 Re-election of Barak Cohen to the Company's Board of Directors.
Director Elections
Board For ABSTAIN
5 funds
FOR
1 fund
ZIM INTEGRATED SHIPPING SERVICES LTD. December 22, 2024 Re-election of Nir Epstein to the Company's Board of Directors.
Director Elections
Board For AGAINST
5 funds
FOR
1 fund
3D SYSTEMS CORP. August 30, 2024 The approval, on an advisory basis, of the compensation paid to our named executive officers in 2023.
Say-on-Pay
Board For FOR
5 funds
Split
1 FOR, 2 AGAINST
3M CO. May 13, 2025 To ratify the appointment of PricewaterhouseCoopers LLP as 3M's independent registered public accounting firm.
Audit-related
Board For FOR
13 funds
Split
12 FOR, 1 AGAINST
A. O. SMITH CORP. April 8, 2025 Proposal To Approve, By Nonbinding Advisory Vote, The Compensation Of Our Named Executive Officers.
Say-on-Pay
Board For FOR
16 funds
Split
2 FOR, 6 AGAINST
ACCO BRAND May 20, 2025 Approval of an amendment to the 2022 ACCO Brands Corporation Incentive Plan to increase the number of shares reserved for issuance.
Compensation
Board Not determined FOR
8 funds
Split
2 FOR, 1 AGAINST
ACUITY BRANDS INC. January 22, 2025 Election of Director: James H. Hance, Jr.
Director Elections
Board For FOR
12 funds
Split
2 FOR, 5 AGAINST
ADMA BIOLOGICS INC. June 4, 2025 To approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers.
Say-on-Pay
Board For FOR
7 funds
Split
6 FOR, 1 AGAINST
ADOBE INC. April 22, 2025 Approve, on an advisory basis, the compensation of our named executive officers.
Say-on-Pay
Board For FOR
16 funds
Split
18 FOR, 2 AGAINST
ADT INC. May 21, 2025 Advisory vote to approve the compensation of our named executive officers.
Say-on-Pay
Board For FOR
16 funds
Split
3 FOR, 2 AGAINST
ADVANCED MICRO DEVICES INC. May 14, 2025 Approve on a non-binding, advisory basis the compensation of the named executive officers, as disclosed in this proxy statement pursuant to the compensation disclosure rules of the U.S. Securities and Exchange Commission.
Say-on-Pay
Board For FOR
16 funds
Split
12 FOR, 1 AGAINST
ADVANTAGE SOLUTIONS INC. May 28, 2025 To approve, on a advisory (non-binding) basis, the compensation of Advantage Solution Inc.'s named executive officers.
Say-on-Pay
Board For FOR
7 funds
Split
1 FOR, 2 AGAINST
AGCO CORP. April 24, 2025 Non-binding advisory resolution to approve the compensation of the Company's named executive officers.
Say-on-Pay
Board For FOR
13 funds
Split
9 FOR, 1 AGAINST
AIR PRODUCTS AND CHEMICALS INC. January 23, 2025 An advisory vote to approve the compensation of the Company's named executive officers.
Say-on-Pay
Board Contested FOR
15 funds
Split
2 FOR, 7 AGAINST
AIR TRANSPORT SERVICES GROUP INC. February 10, 2025 To approve, by advisory (non-binding) vote, the compensation that may be paid or become payable to the Company's named executive officers in connection with the consummation of the merger (the "Advisory Compensation Proposal").
Say-on-Pay
Board For FOR
8 funds
Split
1 FOR, 2 AGAINST
AIRBNB INC June 4, 2025 To approve, on an advisory (non-binding) basis, the compensation of our named executive officers.
Say-on-Pay
Board For FOR
15 funds
Split
5 FOR, 9 AGAINST
AKAMAI TECHNOLOGIES INC. May 14, 2025 To approve an amendment to our Second Amended and Restated 2013 Stock Incentive Plan to increase the number of shares of common stock authorized for issuance thereunder by 8,000,000 shares.
Compensation
Board For FOR
13 funds
Split
3 FOR, 7 AGAINST
AKAMAI TECHNOLOGIES INC. May 14, 2025 To approve, on an advisory basis, our named executive officer compensation.
Say-on-Pay
Board For FOR
14 funds
Split
4 FOR, 7 AGAINST
ALARM.COM HOLDINGS INC. June 4, 2025 To approve, on an advisory basis, the compensation of the Company's named executive officers as disclosed in the Proxy Statement.
Say-on-Pay
Board For FOR
9 funds
Split
2 FOR, 2 AGAINST
ALBEMARLE CORP. May 6, 2025 Advisory vote to approve the compensation of our named executive officers.
Say-on-Pay
Board For FOR
15 funds
Split
5 FOR, 2 AGAINST
ALBERTSONS COMPANIES INC. August 8, 2024 Election of Director: Sharon Allen
Director Elections
Board For FOR
13 funds
Split
3 FOR, 6 AGAINST
ALBERTSONS COMPANIES INC. August 8, 2024 Hold the annual, non-binding, advisory vote on our executive compensation program.
Say-on-Pay
Board For FOR
14 funds
Split
4 FOR, 5 AGAINST
ALEXANDRIA REAL ESTATE EQUITIES INC. May 13, 2025 To cast a non-binding, advisory vote on a resolution to approve the compensation of the Company's named executive officers, as more particularly described in the accompanying Proxy Statement.
Say-on-Pay
Board For FOR
17 funds
Split
1 FOR, 9 AGAINST
ALIGHT INC. June 4, 2025 To approve, on an advisory (non-binding) basis, the 2024 compensation paid to our named executive officers.
Say-on-Pay
Board For FOR
8 funds
Split
3 FOR, 3 AGAINST
ALIGN TECHNOLOGY INC. May 21, 2025 Advisory Vote to Approve the Compensation of our Named Executive Officers
Say-on-Pay
Board For FOR
15 funds
Split
11 FOR, 1 AGAINST
ALKAMI TECHNOLOGY INC May 14, 2025 To approve, on a non-binding advisory basis, the compensation of our named executive officers.
Say-on-Pay
Board For FOR
7 funds
Split
3 FOR, 2 AGAINST
ALLEGIANT TRAVEL CO. June 26, 2025 Approval of advisory resolution approving executive compensation.
Say-on-Pay
Board For FOR
8 funds
Split
2 FOR, 2 AGAINST
ALLEGIANT TRAVEL CO. June 26, 2025 Approval of an amendment to the Allegiant Travel Company 2022 Long-Term Incentive Plan.
Compensation
Board For FOR
7 funds
Split
2 FOR, 2 AGAINST
ALPHA AND OMEGA SEMICONDUCTOR LIMITED November 7, 2024 To approve an amendment and restatement of the Company's 2018 Omnibus Incentive Plan.
Compensation
Board For FOR
7 funds
Split
2 FOR, 1 AGAINST
ALTICE USA INC. June 11, 2025 To approve, in an advisory vote, the compensation of the Company's named executive officers.
Say-on-Pay
Board For AGAINST
7 funds
Split
1 FOR, 2 AGAINST
AMAZON.COM May 21, 2025 ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION
Say-on-Pay
Board For FOR
17 funds
Split
23 FOR, 1 AGAINST
AMC NETWORKS INC June 5, 2025 Advisory vote on Named Executive Officer compensation
Say-on-Pay
Board For AGAINST
8 funds
Split
1 FOR, 2 AGAINST
AMC NETWORKS INC June 5, 2025 Vote on Proposal to Approve the Company's Redomestication to the State of Nevada by Conversion
Capital Structure
Board For AGAINST
7 funds
Split
1 FOR, 2 AGAINST
AMEDISYS INC. December 30, 2024 To approve, on an advisory (non-binding) basis, the compensation paid to the Company's Named Executive Officers, as set forth in the Company's 2024 Proxy Statement ("Say on Pay" Vote).
Say-on-Pay
Board For FOR
9 funds
Split
6 FOR, 2 AGAINST
AMERICA'S CAR-MART INC. August 27, 2024 To approve an advisory resolution regarding the Company's compensation of its named executive officers.
Say-on-Pay
Board For FOR
8 funds
Split
1 FOR, 2 AGAINST
AMERICA'S CAR-MART INC. August 27, 2024 To approve the America's Car-Mart, Inc. 2024 Equity Incentive Plan.
Compensation
Board For FOR
7 funds
Split
2 FOR, 1 AGAINST
AMERICAN EXPRESS CO. April 29, 2025 Approval, on an advisory basis, of the Company's executive compensation.
Say-on-Pay
Board For FOR
16 funds
Split
16 FOR, 1 AGAINST
AMERICAN FINANCIAL GROUP INC. May 22, 2025 Advisory vote on compensation of named executive officers.
Say-on-Pay
Board For FOR
14 funds
Split
2 FOR, 4 AGAINST
AMERICAN HEALTHCARE REIT INC. June 25, 2025 To approve, on an advisory (non-binding) basis, the compensation paid to our named executive officers for the year ended December 31, 2024.
Say-on-Pay
Board For FOR
11 funds
Split
1 FOR, 3 AGAINST
AMERICAN HOMES 4 RENT May 7, 2025 Advisory Vote to Approve American Homes 4 Rent's Named Executive Officer Compensation.
Say-on-Pay
Board For FOR
16 funds
Split
4 FOR, 6 AGAINST
AMERICAN INTERNATIONAL GROUP INC. May 14, 2025 Advisory Vote to Approve Named Executive Officer Compensation.
Say-on-Pay
Board For AGAINST
14 funds
Split
13 FOR, 2 AGAINST
AMERICAN INTERNATIONAL GROUP INC. May 14, 2025 Ratify Appointment of PricewaterhouseCoopers LLP to Serve as Independent Auditor for 2025.
Audit-related
Board For FOR
12 funds
Split
14 FOR, 1 AGAINST
AMERICOLD REALTY TRUST May 20, 2025 Advisory Vote on Compensation of Named Executive Officers (Say-On-Pay).
Say-on-Pay
Board For FOR
16 funds
Split
2 FOR, 5 AGAINST
AMETEK INC. May 7, 2025 Ratification of the appointment of Ernst & Young LLP as independent registered public accounting firm for 2025.
Audit-related
Board For FOR
13 funds
Split
14 FOR, 1 AGAINST
AMN HEALTHCARE SERVICES INC. May 2, 2025 To approve, by non-binding advisory vote, the compensation paid to our named executive officers.
Say-on-Pay
Board For AGAINST
8 funds
Split
2 FOR, 3 AGAINST
ANI PHARMACEUTICALS INC. May 22, 2025 To approve the compensation of the Company's named executive officers, on a non-binding, advisory basis.
Say-on-Pay
Board For FOR
7 funds
Split
2 FOR, 1 AGAINST
ANNALY CAP May 14, 2025 Advisory approval of the Company's executive compensation.
Say-on-Pay
Board Not determined FOR
14 funds
Split
2 FOR, 5 AGAINST
ANSYS INC. June 27, 2025 Advisory Approval of the Compensation of Our Named Executive Officers
Say-on-Pay
Board For FOR
14 funds
Split
4 FOR, 9 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.