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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
1ST SOURCE CORP. April 24, 2025 Election of Director for term expiring April 2028: Daniel B. Fitzpatrick
Director Elections
Board For FOR
8 funds
AGAINST
2 funds
1ST SOURCE CORP. April 24, 2025 Election of Director for term expiring April 2028: John F. Affleck-Graves
Director Elections
Board For FOR
8 funds
AGAINST
2 funds
89BIO INC. May 28, 2025 Approval of, on an advisory basis, the compensation of the Company's named executive officers.
Say-on-Pay
Board For FOR
5 funds
AGAINST
1 fund
8X8 INC. August 15, 2024 To approve an amendment to the 2022 Equity Incentive Plan to increase the number of shares of common stock available for issuance thereunder by 14,000,000 shares.
Compensation
Board For FOR
5 funds
AGAINST
2 funds
A-MARK PRECIOUS METALS INC. November 13, 2024 To vote, on an advisory basis, to approve the fiscal year 2024 compensation of the named executive officers of the Company.
Say-on-Pay
Board For FOR
8 funds
AGAINST
2 funds
ACELYRIN INC. May 13, 2025 To adopt the Agreement and Plan of Merger, dated February 6, 2025, among Alumis Inc., Arrow Merger Sub, Inc. and ACELYRIN, Inc., as may be amended from time to time. We refer to this proposal as the "ACELYRIN merger proposal."
Extraordinary Transactions
Board For AGAINST
3 funds
FOR
1 fund
ACLARIS THERAPEUTICS INC. June 5, 2025 To approve the Aclaris Therapeutics, Inc. 2025 Equity Incentive Plan.
Compensation
Board For FOR
1 fund
AGAINST
1 fund
ACLARIS THERAPEUTICS INC. June 5, 2025 To approve, on an advisory basis, the compensation of our named executive officers, as disclosed in the proxy statement accompanying this proxy card.
Say-on-Pay
Board For FOR
2 funds
AGAINST
1 fund
ADAPTIVE BIOTECHNOLOGIES CORP. June 10, 2025 To elect one Class III director nominee to serve on the board of directors of Adaptive Biotechnologies Corporation for a three-year term expiring at the 2028 annual meeting of shareholders; Chad Robins
Director Elections
Board For FOR
4 funds
WITHHOLD
3 funds
ADVERUM BIOTECHNOLOGIES INC. June 17, 2025 To approve the amendment of certain outstanding stock options to reduce the exercise price per share as described in the Proxy Statement (as supplemented).
Compensation
Board For FOR
1 fund
AGAINST
2 funds
ADVERUM BIOTECHNOLOGIES INC. June 17, 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 FOR
2 funds
AGAINST
2 funds
AERSALE CORP. June 5, 2025 To approve the Second Amendment to the AerSale Corporation 2020 Equity Incentive Plan.
Compensation
Board For FOR
2 funds
AGAINST
2 funds
AGILON HEALTH INC. May 28, 2025 To approve, by advisory vote, the compensation paid to the Company's named executive officers.
Say-on-Pay
Board For FOR
8 funds
AGAINST
2 funds
AGIOS PHARMACEUTICALS INC. June 18, 2025 To approve an amendment to the Agios Pharmaceuticals, Inc. 2023 Stock Incentive Plan, to increase the number of shares of common stock available thereunder by 2,500,000 shares.
Compensation
Board For FOR
4 funds
AGAINST
2 funds
ALARM.COM HOLDINGS INC. June 4, 2025 To approve the Alarm.com Holdings, Inc. 2025 Equity Incentive Plan.
Compensation
Board For FOR
8 funds
AGAINST
4 funds
ALDEYRA THERAPEUTICS INC. June 10, 2025 To approve, on a non-binding, advisory basis, the compensation of Aldeyra Therapeutics, Inc.'s named executive officers.
Say-on-Pay
Board For FOR
3 funds
AGAINST
2 funds
ALECTOR INC. June 11, 2025 Advisory vote on executive compensation.
Say-on-Pay
Board For FOR
4 funds
AGAINST
2 funds
ALICO INC. February 28, 2025 Approval of the amendment and restatement of the Alico, Inc. Stock Incentive Plan of 2015.
Compensation
Board For FOR
2 funds
AGAINST
2 funds
AMBAC FINANCIAL GROUP INC. May 28, 2025 To approve, on a non-binding advisory basis, the compensation for our named executive officers.
Say-on-Pay
Board For FOR
5 funds
AGAINST
2 funds
AMC NETWORKS INC June 5, 2025 Vote on Proposal to Approve the Company's Amended and Restated 2016 Employee Stock Plan
Compensation
Board For FOR
7 funds
AGAINST
3 funds
AMERICAN AXLE & MANUFACTURING HLDGS INC. May 1, 2025 Approval, on an advisory basis, of the compensation of the Company's named executive officers.
Say-on-Pay
Board For FOR
9 funds
AGAINST
3 funds
AMERICAN WELL CORP (AMWELL) June 11, 2025 To approve, on an advisory basis, the compensation paid to the Company's named executive officers as disclosed in the compensation discussion and analysis and the related compensation tables and narrative disclosure in the Company's proxy statement.
Say-on-Pay
Board For WITHHOLD
2 funds
FOR
2 funds
AMKOR TECHNOLOGY INC. May 15, 2025 Advisory vote to approve the compensation of our named executive officers.
Say-on-Pay
Board For FOR
13 funds
AGAINST
7 funds
AMPHENOL CORP. May 15, 2025 Approval of an amendment to the Company's Restated Certificate of Incorporation to increase the number of authorized shares of Common Stock
Capital Structure
Board For AGAINST
14 funds
FOR
16 funds
AMPLITUDE INC. June 12, 2025 The approval, on an advisory (non-binding) basis, of the compensation of our named executive officers.
Say-on-Pay
Board For FOR
5 funds
AGAINST
1 fund
AMTECH SYSTEMS INC. March 5, 2025 To approve the advisory (non-binding) resolution relating to the named executive officer compensation as disclosed in the accompanying proxy statement; and
Say-on-Pay
Board For FOR
2 funds
AGAINST
2 funds
ANIKA THERAPEUTICS INC. June 20, 2025 Advisory vote on the compensation of the Company's named executive officers.
Say-on-Pay
Board For FOR
6 funds
AGAINST
2 funds
ANNEXON INC. June 5, 2025 To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers.
Say-on-Pay
Board For FOR
5 funds
AGAINST
1 fund
ANTERIX INC. August 6, 2024 To approve, on an advisory (non-binding) basis, the compensation of our named executive officers.
Say-on-Pay
Board For FOR
5 funds
AGAINST
2 funds
ANYWHERE REAL ESTATE INC. May 7, 2025 Advisory Approval of the Compensation of Our Named Executive Officers.
Say-on-Pay
Board For FOR
9 funds
AGAINST
2 funds
ANYWHERE REAL ESTATE INC. May 7, 2025 Approval of the Third Amended and Restated 2018 Long-Term Incentive Plan.
Compensation
Board For FOR
8 funds
AGAINST
2 funds
API GROUP May 16, 2025 To approve the amendment of our certificate of incorporation to increase the number of authorized shares of common stock.
Capital Structure
Board Not determined AGAINST
12 funds
FOR
7 funds
APOLLO COMMERCIAL REAL ESTATE FINANCE June 10, 2025 A resolution to approve, on an advisory basis, the compensation of Apollo Commercial Real Estate Finance, Inc.'s named executive officers, as more fully described in the accompanying proxy statement.
Say-on-Pay
Board For FOR
8 funds
AGAINST
3 funds
ARCUS BIOSCIENCES INC. June 10, 2025 To ratify the selection by the Audit Committee of the Board of Directors of Ernst & Young LLP as the independent registered public accounting firm of Arcus Biosciences for its fiscal year ending December 31, 2025.
Audit-related
Board For AGAINST
5 funds
FOR
3 funds
ARDAGH METAL PACKAGING S.A. May 27, 2025 Elect Stefan Schellinger, as a Class II Director until the 2026 annual general meeting of shareholders.
Director Elections
Board For AGAINST
4 funds
FOR
3 funds
ARM HOLDINGS PLC September 11, 2024 To re-elect Jeffrey A. Sine as a director of the Company, who is retiring in accordance with the Company's articles of association and, being eligible, is offering himself for re-election.
Director Elections
Board None FOR
2 funds
AGAINST
2 funds
ARM HOLDINGS PLC September 11, 2024 To re-elect Masayoshi Son as a director of the Company, who is retiring in accordance with the Company's articles of association and, being eligible, is offering himself for re-election.
Director Elections
Board None FOR
2 funds
AGAINST
2 funds
ARM HOLDINGS PLC September 11, 2024 To re-elect Ronald D. Fisher as a director of the Company, who is retiring in accordance with the Company's articles of association and, being eligible, is offering himself for re-election.
Director Elections
Board None FOR
2 funds
AGAINST
2 funds
ARROWHEAD PHARMACEUTICALS INC. March 12, 2025 Advisory Vote to Approve Executive Compensation.
Say-on-Pay
Board For AGAINST
5 funds
FOR
1 fund
ARROWHEAD PHARMACEUTICALS INC. March 12, 2025 Election of Director: Douglas Ingram
Director Elections
Board For AGAINST
4 funds
FOR
1 fund
ASSEMBLY BIOSCIENCES INC. June 5, 2025 Approval, on a non-binding advisory basis, of our named executive officers' compensation.
Say-on-Pay
Board For FOR
2 funds
AGAINST
1 fund
ASSERTIO HOLDINGS INC. May 7, 2025 To approve, on an advisory basis, the compensation of the Company's named executive officers.
Say-on-Pay
Board For FOR
1 fund
AGAINST
2 funds
ASSOCIATED CAPITAL GROUP INC. June 4, 2025 Election of Directors: Daniel R. Lee
Director Elections
Board For FOR
1 fund
WITHHOLD
1 fund
ASSOCIATED CAPITAL GROUP INC. June 4, 2025 Election of Directors: Elisa M. Wilson
Director Elections
Board For FOR
1 fund
WITHHOLD
1 fund
ASSOCIATED CAPITAL GROUP INC. June 4, 2025 Election of Directors: Frederic V. Salerno
Director Elections
Board For FOR
1 fund
WITHHOLD
1 fund
ASSOCIATED CAPITAL GROUP INC. June 4, 2025 Election of Directors: Marc Gabelli
Director Elections
Board For FOR
1 fund
WITHHOLD
1 fund
ASSOCIATED CAPITAL GROUP INC. June 4, 2025 Election of Directors: Mario J. Gabelli
Director Elections
Board For FOR
1 fund
WITHHOLD
1 fund
ASURE SOFTWARE INC. June 2, 2025 To approve, on a non-binding advisory basis, the compensation of our named executive officers.
Say-on-Pay
Board For FOR
3 funds
AGAINST
1 fund
ATLANTICUS HOLDINGS CORP. May 8, 2025 To approve the "say-on-pay" resolution set forth below: RESOLVED, that the shareholders of Atlanticus Holdings Corporation hereby approve, on an advisory basis, the compensation of the company's named executive officers, as disclosed in the company's Proxy Statement for the 2025 Annual Meeting of Shareholders pursuant to the compensation disclosure rules of the Securities and Exchange Commission, including the Summary Compensation Table and the other related tables and disclosure.
Say-on-Pay
Board For FOR
3 funds
AGAINST
2 funds
AVIAT NETWORKS INC. November 6, 2024 Approval of the Second Amended and Restated 2018 Incentive Plan of the Company.
Compensation
Board For FOR
2 funds
AGAINST
2 funds
AXON ENTERPRISE INC. May 29, 2025 Election of Director: Adriane Brown
Director Elections
Board For AGAINST
13 funds
FOR
12 funds
AXON ENTERPRISE INC. May 29, 2025 Election of Director: Graham Smith
Director Elections
Board For AGAINST
13 funds
FOR
12 funds
AXON ENTERPRISE INC. May 29, 2025 Election of Director: Hadi Partovi
Director Elections
Board For AGAINST
13 funds
FOR
12 funds
AXON ENTERPRISE INC. May 29, 2025 Election of Director: Michael Garnreiter
Director Elections
Board For AGAINST
13 funds
FOR
12 funds
AXSOME THERAPEUTICS INC. June 6, 2025 Election of Director: Roger Jeffs, Ph.D.
Director Elections
Board For FOR
5 funds
WITHHOLD
2 funds
AXSOME THERAPEUTICS INC. June 6, 2025 To approve the Company's 2025 Long-Term Incentive Plan.
Compensation
Board For FOR
5 funds
AGAINST
3 funds
BABCOCK & WILCOX ENTERPRISES INC. June 4, 2025 Approval, on a non-binding advisory basis, of executive compensation.
Say-on-Pay
Board For FOR
2 funds
AGAINST
1 fund
BANC OF CALIFORNIA INC. May 7, 2025 Approval, on an advisory and non-binding basis, of the compensation paid to the Company's named executive officers, as disclosed in the Company's proxy statement for the Annual Meeting (Say-on-Pay).
Say-on-Pay
Board For AGAINST
6 funds
FOR
1 fund
BANDWIDTH INC. May 29, 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
6 funds
AGAINST
2 funds
BANK OF MARIN BANCORP May 21, 2025 To approve, by non-binding vote, executive compensation
Say-on-Pay
Board For FOR
5 funds
AGAINST
2 funds
BANNER CORP. May 22, 2025 Approval of the adoption of the Banner Corporation 2025 Employee Stock Purchase Plan.
Compensation
Board For AGAINST
8 funds
FOR
4 funds
BBB FOODS INC. April 29, 2025 To re-elect Stephanie Martinez as a Class I Director of the Company, to hold office for a further term of three years (until the conclusion of the Company's annual meeting of shareholders in 2028).
Director Elections
Board For AGAINST
1 fund
FOR
1 fund
BEAUTY HEALTH CO. June 12, 2025 Approve, on a non-binding, advisory basis, the compensation paid to the Company's named executive officers.
Say-on-Pay
Board For FOR
5 funds
AGAINST
1 fund
BEYOND INC. May 15, 2025 The approval of an amendment to the 2005 Plan to increase the individual award limits for purposes of the issuance of the awards granted to Marcus A. Lemonis, the Company's Executive Chairman that exceed such limits (the "Contingent Awards").
Compensation
Board For AGAINST
4 funds
FOR
1 fund
BEYOND INC. May 15, 2025 The approval, on an advisory (non-binding) basis, of the compensation paid by the Company to its named executive officers (the "Say on Pay Vote").
Say-on-Pay
Board For FOR
5 funds
AGAINST
1 fund
BIRKENSTOCK HOLDING PLC April 29, 2025 To re-appoint Nisha Kumar as a Class II director of the Company.
Director Elections
Board For AGAINST
2 funds
FOR
2 funds
BLACKSTONE MORTGAGE TRUST INC. June 27, 2025 Advisory Vote on Executive Compensation: To approve in a non-binding, advisory vote, the compensation paid to our named executive officers.
Say-on-Pay
Board For FOR
8 funds
AGAINST
4 funds
BLUE RIDGE BANKSHARES INC. May 21, 2025 To approve, in an advisory (non-binding) vote, the Company's named executive officer compensation disclosed in the Proxy Statement.
Say-on-Pay
Board For FOR
2 funds
AGAINST
1 fund
BOX INC. July 2, 2024 To approve our Amended and Restated 2015 Equity Incentive Plan.
Compensation
Board For FOR
4 funds
AGAINST
6 funds
BRIDGEBIO PHARMA INC. June 20, 2025 To approve an amendment and restatement of the 2021 Amended and Restated BridgeBio Pharma, Inc. Stock Option and Incentive Plan to increase the number of shares of common stock reserved for issuance thereunder by 5,000,000 shares.
Compensation
Board For FOR
7 funds
AGAINST
2 funds
BXP INC. May 20, 2025 To approve, by non-binding, advisory resolution, the Company's named executive officer compensation.
Say-on-Pay
Board For FOR
17 funds
AGAINST
7 funds
C4 THERAPEUTICS INC. June 18, 2025 To approve an amendment to our Fifth Amended and Restated Certificate of Incorporation to increase the number of authorized shares of common stock from 150,000,000 to 300,000,000.
Capital Structure
Board For AGAINST
4 funds
FOR
1 fund
C4 THERAPEUTICS INC. June 18, 2025 To cast a non-binding, advisory vote to approve the compensation of our named executive officers.
Say-on-Pay
Board For FOR
5 funds
AGAINST
1 fund
CACTUS INC. May 13, 2025 To approve the amendment of the Company's Long-Term Incentive Plan, as amended and restated effective May 16, 2023, to increase the number of shares of the Company's Class A common stock reserved for issuance under such plan from 5,500,000 to 8,500,000.
Compensation
Board For FOR
7 funds
AGAINST
6 funds
CALIX INC. May 8, 2025 To approve 1,250,000 shares of common stock reserved for issuance for the matching component of the Calix, Inc. Stock Purchase and Matching Plan, which constitutes an amendment and restatement of the Third Amended and Restated 2017 Nonqualified Employee Stock Purchase Plan.
Compensation
Board For FOR
7 funds
AGAINST
3 funds
CAPITAL BANCORP INC May 15, 2025 Proposal to approve the Capital Bancorp, Inc. 2017 Stock and Incentive Compensation Plan, as amended and restated, to increase the number of shares of common stock authorized for issuance under the plan by 520,000 shares, from 2,020,000 shares to 2,540,000 shares.
Compensation
Board For FOR
2 funds
AGAINST
2 funds
CHEFS' WAREHOUSE INC. May 9, 2025 To approve an amendment to the Company's Amended and Restated 2019 Omnibus Equity Incentive Plan.
Compensation
Board For AGAINST
7 funds
FOR
4 funds
CHEGG INC. June 4, 2025 To approve the Chegg, Inc. Amendment to the 2023 Equity Incentive Plan.
Compensation
Board For FOR
6 funds
AGAINST
3 funds
CHEMUNG FINANCIAL CORP. June 3, 2025 To approve the Chemung Financial Corporation 2025 Equity Incentive Plan.
Compensation
Board For FOR
2 funds
AGAINST
1 fund
CITI TRENDS INC. June 5, 2025 An advisory vote to approve, on a non-binding basis, the compensation of our named executive officers as set forth in the proxy statement.
Say-on-Pay
Board For FOR
3 funds
AGAINST
2 funds
CITI TRENDS INC. June 5, 2025 Vote to approve an Amendment to the 2021 Incentive Plan to increase the number of shares available by 500,000 for grant.
Compensation
Board For FOR
2 funds
AGAINST
2 funds
CLARIVATE PLC May 7, 2025 APPROVAL OF THE CLARIVATE PLC AMENDED AND RESTATED 2019 INCENTIVE AWARD PLAN.
Compensation
Board For FOR
11 funds
AGAINST
2 funds
CLARIVATE PLC May 7, 2025 APPROVAL, ON AN ADVISORY, NON-BINDING BASIS, OF THE COMPENSATION OF OUR NAMED EXECUTIVE OFFICERS.
Say-on-Pay
Board For FOR
12 funds
AGAINST
2 funds
CLAROS MORTGAGE TRUST INC. June 4, 2025 Advisory vote to approve the compensation of Claros Mortgage Trust, Inc.'s named executive officers, as more fully described in the Proxy Statement.
Say-on-Pay
Board For FOR
7 funds
AGAINST
1 fund
CLARUS CORP. May 29, 2025 To consider and vote on a proposal to amend and restate the Company's 2015 Stock Incentive Plan to, among other things, extend the term of such plan by 10 years and reserve 7,500,000 shares of the Company's common stock for issuance under such plan.
Compensation
Board For FOR
2 funds
AGAINST
1 fund
CNA FINANCIAL CORP. April 30, 2025 An advisory (non-binding) vote to approve named executive officer compensation.
Say-on-Pay
Board For FOR
13 funds
AGAINST
1 fund
COASTAL FINANCIAL CORP. May 28, 2025 To approve the Second Amendment to the Coastal Financial Corporation 2018 Omnibus Incentive Plan (the "2018 Plan"), including an increase in the number of authorized shares under the 2018 Plan.
Compensation
Board For FOR
4 funds
AGAINST
2 funds
COCA-COLA CONSOLIDATED INC. May 13, 2025 Approval of the amendment to Coca-Cola Consolidated's Restated Certificate of Incorporation to effect a 10-for-1 forward stock split of Coca-Cola Consolidated Common Stock and Class B Common Stock and to proportionately increase the number of authorized shares of Coca-Cola Consolidated Common Stock and Class B Common Stock.
Capital Structure
Board For AGAINST
13 funds
FOR
8 funds
CODEXIS INC. June 10, 2025 To approve an amendment to the Codexis, Inc. 2019 Incentive Award Plan to increase the number of shares available for issuance thereunder by 8,000,000 shares.
Compensation
Board For FOR
2 funds
AGAINST
1 fund
CODEXIS INC. June 10, 2025 To approve, on a non-binding, advisory basis, the compensation of our named executive officers.
Say-on-Pay
Board For FOR
3 funds
AGAINST
1 fund
COMMERCIAL VEHICLE GROUP INC. May 15, 2025 A non-binding advisory vote on the compensation of the Company's named executive officers.
Say-on-Pay
Board For FOR
2 funds
AGAINST
2 funds
COMPASS INC. May 22, 2025 Election of Class I Director: Dawanna Williams
Director Elections
Board For FOR
9 funds
AGAINST
3 funds
COMPASS INC. May 22, 2025 Election of Class I Director: Robert Reffkin
Director Elections
Board For FOR
9 funds
AGAINST
3 funds
COMTECH TELECOMMUNICATIONS CORP. January 13, 2025 Approval, on an advisory basis, of the compensation of our Named Executive Officers.
Say-on-Pay
Board For FOR
4 funds
AGAINST
2 funds
CONCENTRA GROUP HOLDINGS PARENT INC May 1, 2025 Hold a non-binding advisory vote on the compensation of our named executive officers.
Say-on-Pay
Board For FOR
8 funds
AGAINST
5 funds
CONNECTONE BANCORP INC. May 20, 2025 To vote, on an advisory basis, to approve the executive compensation of ConnectOne Bancorp, Inc.'s named executive officers, as described in the proxy statement.
Say-on-Pay
Board For FOR
5 funds
AGAINST
2 funds
CONSUMER PORTFOLIO SERVICES INC. November 12, 2024 To approve an advisory resolution on executive compensation.
Say-on-Pay
Board For FOR
3 funds
AGAINST
2 funds
DANA INC. April 24, 2025 Approval of a non-binding advisory proposal approving executive compensation.
Say-on-Pay
Board For FOR
9 funds
AGAINST
5 funds
DAVE & BUSTER'S ENTERTAINMENT INC. June 18, 2025 Approval of 2025 Omnibus Incentive Plan
Compensation
Board For FOR
7 funds
AGAINST
1 fund
DEFINITIVE HEALTHCARE CORP. June 5, 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
5 funds
AGAINST
1 fund

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← 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.