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Charles Schwab vs Prudential/PGIM: how alike they voted, 2024-2025

94.0% When both took a single position, they voted the same way on 94.0% of 37,086 items (34,844 the same, 2,242 different). 1,430 items where at least one of them split its funds are listed separately below. Both voted on 38,516 items in all.

Charles Schwab 2024-2025 · Prudential/PGIM 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	38,516	34,844	2,242	1,430	94.0%	92.3%
Board proposals	32,755	29,519	2,060	1,176	93.5%	91.9%
E&S shareholder proposals	258	172	9	77	95.0%	81.7%
Other items	5,503	5,153	173	177	96.8%	95.1%

Where they did not vote alike

Everything Voted differently Split votes

All ballot items Board proposals E&S shareholder proposals Other items

9 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	Prudential/PGIM
CBOE GLOBAL MARKETS INC.	May 6, 2025	Stockholder proposal regarding political spending. Other Social Issues	Shareholder (E&S)	Against	AGAINST 14 funds	FOR 5 funds
DRAFTKINGS INC.	May 19, 2025	To consider a shareholder proposal regarding board matrix disclosure. Corporate Governance	Shareholder (E&S)	Against	AGAINST 9 funds	FOR 2 funds
LOCKHEED MARTIN CORP.	May 9, 2025	Stockholder Proposal Requesting a Report on Hiring/Recruitment Discrimination Diversity, Equity, and Inclusion	Shareholder (E&S)	Against	ABSTAIN 15 funds	AGAINST 15 funds
MICROSOFT	December 10, 2024	Report on AI Data Sourcing Accountability. Other Social Issues	Shareholder (E&S)	Against	AGAINST 15 funds	FOR 33 funds
MICROSOFT	December 10, 2024	Report on AI Misinformation and Disinformation. Other Social Issues	Shareholder (E&S)	Against	AGAINST 15 funds	FOR 33 funds
OLD DOMINION FREIGHT LINE INC.	May 21, 2025	Shareholder proposal regarding emission reduction targets. Environment or Climate	Shareholder (E&S)	Against	AGAINST 13 funds	FOR 4 funds
SONOCO PRODUCTS CO.	April 16, 2025	Advisory (non-binding) shareholder proposal regarding transparency in political spending. Other Social Issues	Shareholder (E&S)	Against	AGAINST 11 funds	FOR 4 funds
SPIRIT AEROSYSTEMS HOLDINGS INC.	May 23, 2025	The Stockholder Proposal titled "Transparency in Political Spending". Other Social Issues	Shareholder (E&S)	Against	AGAINST 9 funds	FOR 1 fund
TEXAS ROADHOUSE INC.	May 15, 2025	An Advisory Vote on a Shareholder Proposal Regarding the Adoption of a Policy Requiring the Disclosure of Texas Roadhouse's Consolidated EEO-1 Report Diversity, Equity, and Inclusion	Shareholder (E&S)	Against	AGAINST 12 funds	FOR 8 funds

← 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.