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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

354 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
LUCID GROUP INC. June 5, 2025 To approve the amendment and restatement of the Lucid Group, Inc. Amended and Restated 2021 Stock Incentive Plan.
Compensation
Board For FOR
9 funds
AGAINST
2 funds
LUMENTUM HOLDINGS INC. November 20, 2024 To approve the Amended and Restated 2015 Equity Incentive Plan.
Compensation
Board For FOR
8 funds
AGAINST
6 funds
LYELL IMMUNOPHARMA INC. May 15, 2025 Approval, on a non-binding advisory basis, of the compensation of the company's named executive officers.
Say-on-Pay
Board For FOR
5 funds
AGAINST
1 fund
LYELL IMMUNOPHARMA INC. May 15, 2025 Election of Class I Director: Catherine Friedman
Director Elections
Board For FOR
4 funds
WITHHOLD
1 fund
MACERICH CO. June 2, 2025 Advisory vote to approve our named executive officer compensation as described in our Proxy Statement.
Say-on-Pay
Board For FOR
10 funds
AGAINST
5 funds
MACROGENICS INC. May 21, 2025 To approve the amendment to the MacroGenics, Inc. 2023 Equity Incentive Plan, as disclosed in the proxy materials.
Compensation
Board For FOR
4 funds
AGAINST
2 funds
MACROGENICS INC. May 21, 2025 To approve, on an advisory basis, the compensation of the Company's named executive officers as disclosed in the proxy materials.
Say-on-Pay
Board For FOR
5 funds
AGAINST
2 funds
MAGNACHIP SEMICONDUCTOR CORP June 23, 2025 Advisory (non-binding) vote to approve the compensation of our named executive officers as set forth in the "Executive Compensation" section in the proxy statement.
Say-on-Pay
Board For FOR
3 funds
AGAINST
2 funds
MAMA'S CREATIONS INC. July 3, 2024 To hold an advisory vote to approve executive compensation.
Say-on-Pay
Board For FOR
2 funds
AGAINST
1 fund
MANITOWOC COMPANY INC. May 6, 2025 An advisory vote to approve the compensation of the Company's named executive officers.
Say-on-Pay
Board For FOR
8 funds
AGAINST
2 funds
MAREX GROUP May 28, 2025 To re-elect Rob Irvin as a director
Director Elections
Board For AGAINST
1 fund
FOR
1 fund
MAREX GROUP May 28, 2025 To re-elect Roger Nagioff as a director
Director Elections
Board For FOR
1 fund
AGAINST
1 fund
MASIMO CORP. September 19, 2024 An advisory vote to approve the compensation of the Company's named executive officers.
Say-on-Pay
Board Contested FOR
14 funds
AGAINST
3 funds
MASTEC INC. May 22, 2025 Approval of a non-binding advisory resolution regarding the compensation of our named executive officers.
Say-on-Pay
Board For FOR
13 funds
AGAINST
7 funds
MASTECH DIGITAL INC. May 14, 2025 Vote to approve the amendment to the Company's Stock Incentive Plan, as amended and restated (the "Plan"), to increase the number of shares of common stock that may be issued pursuant to the Plan by 800,000 shares, to a total of 6,200,000 shares.
Compensation
Board For FOR
1 fund
AGAINST
1 fund
MATTHEWS INTERNATIONAL CORPORATION February 20, 2025 COMPANY NOMINEE OPPOSED BY BARINGTON: J. Michael Nauman
Director Elections
Board Contested FOR
7 funds
WITHHOLD
3 funds
MAUI LAND & PINEAPPLE COMPANY INC. May 21, 2025 TO AMEND THE MAUI LAND & PINEAPPLE COMPANY, INC. 2017 EQUITY AND INCENTIVE AWARD PLAN TO INCREASE THE TOTAL NUMBER OF SHARES RESERVED FOR ISSUANCE BY 800,000 SHARES.
Compensation
Board For FOR
2 funds
AGAINST
1 fund
MEDICAL PROPERTIES TRUST INC. May 29, 2025 To approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers.
Say-on-Pay
Board For AGAINST
11 funds
FOR
2 funds
MEDICINOVA INC. June 17, 2025 To approve, on an advisory basis, the compensation of the Company's named executive officers, as disclosed in this proxy.
Say-on-Pay
Board For FOR
2 funds
AGAINST
1 fund
MERCHANTS BANCORP May 15, 2025 A non-binding, advisory vote on the compensation of the Company's Named Executive Officers.
Say-on-Pay
Board For FOR
6 funds
AGAINST
2 funds
MILLER INDUSTRIES INC. May 23, 2025 To approve, on an advisory basis, the compensation of our named executive officers.
Say-on-Pay
Board For FOR
8 funds
AGAINST
2 funds
MINERALS T May 14, 2025 Advisory vote to approve 2024 named executive officer compensation.
Say-on-Pay
Board Not determined FOR
9 funds
AGAINST
4 funds
MITEK SYSTEMS INC. March 4, 2025 To approve, on an advisory (non-binding) basis, the compensaiton of our named executive officers as presented in the Proxy Statement accompanying this notice.
Say-on-Pay
Board For FOR
3 funds
AGAINST
2 funds
MOBILEYE GLOBAL INC. June 12, 2025 Approval of the Amended and Restated Mobileye Global Inc. 2022 Equity Incentive Plan.
Compensation
Board For FOR
3 funds
AGAINST
1 fund
MOTORCAR PARTS OF AMERICA INC. September 5, 2024 To vote on an advisory (non-binding) proposal to approve the compensation of our named executive officers.
Say-on-Pay
Board For FOR
2 funds
AGAINST
2 funds
MOVADO GROUP INC. June 18, 2025 To approve, on an advisory basis, the compensation of the Company's named executive officers, as described in the Proxy Statement under "Executive Compensation".
Say-on-Pay
Board For FOR
8 funds
AGAINST
2 funds
MP MATERIALS CORP. June 10, 2025 Advisory vote to approve compensation paid to the Company's named executive officers.
Say-on-Pay
Board For AGAINST
9 funds
FOR
1 fund
MVB FINANCIAL CORP. May 20, 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
2 funds
NATIONAL HEALTH INVESTORS INC. May 21, 2025 COMPANY Nominee OPPOSED BY LAND & BUILDINGS: James R. Jobe
Director Elections
Board Contested FOR
10 funds
WITHHOLD
3 funds
NATIONAL HEALTH INVESTORS INC. May 21, 2025 COMPANY Nominee OPPOSED BY LAND & BUILDINGS: Robert G. Adams
Director Elections
Board Contested WITHHOLD
10 funds
FOR
3 funds
NATIONAL HEALTH INVESTORS INC. May 21, 2025 LAND & BUILDING NOMINEES: A. Adam Troso
Director Elections
Board Contested FOR
10 funds
WITHHOLD
3 funds
NATIONAL HEALTH INVESTORS INC. May 21, 2025 LAND & BUILDING NOMINEES: James Hoffmann
Director Elections
Board Contested WITHHOLD
10 funds
FOR
3 funds
NEKTAR THERAPEUTICS May 23, 2025 To approve a non-binding advisory resolution regarding our executive compensation (a "say-on-pay" vote).
Say-on-Pay
Board For FOR
5 funds
AGAINST
2 funds
NEKTAR THERAPEUTICS May 23, 2025 To approve an amendment to our Amended and Restated 2017 Performance Incentive Plan to increase the aggregate number of shares of common stock authorized for issuance under the plan by 6,000,000 shares.
Compensation
Board For FOR
4 funds
AGAINST
2 funds
NETSCOUT SYSTEMS INC. September 12, 2024 To approve the NetScout Systems, Inc. 2019 Equity Incentive Plan, as amended.
Compensation
Board For AGAINST
7 funds
FOR
5 funds
NEXPOINT RESIDENTIAL TRUST INC. May 20, 2025 To approve, on an advisory basis, the compensation of our named executive officers.
Say-on-Pay
Board For FOR
7 funds
AGAINST
1 fund
NEXTDOOR HOLDINGS INC. June 10, 2025 Approval, on a non-binding advisory basis, of the compensation of the Company's named executive officers.
Say-on-Pay
Board For FOR
5 funds
AGAINST
1 fund
NL INDUSTRIES INC. May 15, 2025 Election of Director: Loretta J. Feehan
Director Elections
Board For FOR
2 funds
WITHHOLD
1 fund
NL INDUSTRIES INC. May 15, 2025 Nonbinding advisory vote approving named executive officer compensation.
Say-on-Pay
Board For FOR
3 funds
AGAINST
1 fund
NORTHWEST BANCSHARES INC. April 17, 2025 An advisory, non-binding resolution to approve the executive compensation described in the Proxy Statement.
Say-on-Pay
Board For FOR
9 funds
AGAINST
3 funds
NOVA LTD. June 18, 2025 Approval of amendments to the employment terms of Mr. Gabriel Waisman as the President and Chief Executive Officer of the Company.
Compensation
Board For AGAINST
3 funds
FOR
1 fund
O-I GLASS INC. May 14, 2025 To approve, by advisory vote, the Company's named executive officer compensation.
Say-on-Pay
Board For FOR
8 funds
AGAINST
5 funds
OCCIDENTAL PETROLEUM CORP. May 2, 2025 Advisory Vote to Approve Named Executive Officer Compensation
Say-on-Pay
Board For FOR
15 funds
AGAINST
6 funds
OIL STATES INTERNATIONAL INC. May 13, 2025 TO APPROVE, ON AN ADVISORY BASIS, THE COMPANY'S EXECUTIVE COMPENSATION.
Say-on-Pay
Board For FOR
6 funds
AGAINST
2 funds
OLEMA PHARMACEUTICALS INC. June 10, 2025 Approval, on an advisory basis, of the compensation of the Company's named executive officers.
Say-on-Pay
Board For FOR
4 funds
AGAINST
1 fund
OLO INC. June 12, 2025 To approve, on a non-binding advisory basis, the compensation of our named executive officers.
Say-on-Pay
Board For FOR
5 funds
AGAINST
2 funds
ONE STOP SYSTEMS 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
2 funds
AGAINST
1 fund
ONITY GROUP INC. May 21, 2025 Approval, on an advisory basis, of the compensation of the named executive officers, as disclosed in the accompanying Proxy Statement.
Say-on-Pay
Board For FOR
3 funds
AGAINST
2 funds
ORASURE TECHNOLOGIES INC. May 14, 2025 Advisory (Non-Binding) Vote to Approve Executive Compensation.
Say-on-Pay
Board For FOR
4 funds
AGAINST
2 funds
PACIRA BIOSCIENCES INC. June 10, 2025 Approval of our Amended and Restated 2011 Stock Incentive Plan.
Compensation
Board For FOR
8 funds
AGAINST
3 funds
PANGAEA LOGISTICS SOLUTIONS LTD. August 8, 2024 Election of Class I Director: Anthony Laura
Director Elections
Board For FOR
2 funds
AGAINST
2 funds
PANGAEA LOGISTICS SOLUTIONS LTD. August 8, 2024 Election of Class I Director: Eric S. Rosenfeld
Director Elections
Board For AGAINST
2 funds
FOR
2 funds
PANGAEA LOGISTICS SOLUTIONS LTD. August 8, 2024 To approve the Pangaea Logistics Solutions Ltd. Amended and Restated 2014 Equity Incentive Plan.
Compensation
Board For FOR
2 funds
AGAINST
2 funds
PARAMOUNT GROUP INC. May 15, 2025 Approval, on a non-binding advisory basis, of our named executive officer compensation.
Say-on-Pay
Board For AGAINST
9 funds
FOR
1 fund
PARK-OHIO HOLDINGS CORP. May 15, 2025 To approve the Amendment and Restatement of the Park-Ohio Holdings Corp. 2021 Equity and Incentive Compensation Plan, the terms of which are described in the accompanying Proxy Statement.
Compensation
Board For FOR
2 funds
AGAINST
2 funds
PAYCOR HCM INC. October 23, 2024 To approve, on an advisory and non-binding basis, the compensation of Paycor's named executive officers, as disclosed in the Proxy Statement.
Say-on-Pay
Board For FOR
7 funds
AGAINST
3 funds
PAYSAFE LIMITED May 22, 2025 To approve the re-election of Mr. Bruce Lowthers as a Class I director in accordance with our Bye-laws.
Director Elections
Board For FOR
5 funds
WITHHOLD
3 funds
PAYSAFE LIMITED May 22, 2025 To approve the re-election of Mr. Jonathan Murphy as a Class I director in accordance with our Bye-laws.
Director Elections
Board For FOR
5 funds
WITHHOLD
3 funds
PEAKSTONE REALTY TRUST May 28, 2025 Approve on an advisory (non-binding) basis, the compensation paid to the Company's Named Executive Officers as described in the proxy statement.
Say-on-Pay
Board For FOR
9 funds
AGAINST
1 fund
PEAPACK-GLADSTONE FINANCIAL CORP. April 29, 2025 To approve on a non-binding basis, the compensation of the Company's named executive officers.
Say-on-Pay
Board For FOR
5 funds
AGAINST
2 funds
PEGASYSTEMS INC. June 17, 2025 To approve an amendment to our Restated Articles of Organization.
Capital Structure
Board For AGAINST
7 funds
FOR
6 funds
PENGUIN SOLUTIONS INC. June 16, 2025 To approve the scheme of arrangement substantially in the form attached as Annex B to the accompanying proxy statement (the "Scheme of Arrangement"), pursuant to which, at the completion date of the Scheme of Arrangement (expected to be 1:30 p.m. (Pacific Time) on June 30, 2025), all shareholders of Penguin Solutions, Inc., a Cayman Islands exempted company ("Penguin Solutions Cayman") will become shareholders of Penguin Solutions, Inc., a Delaware corporation ("Penguin Solutions Delaware"). Pursuant to the terms of the Scheme of Arrangement, the shareholders of Penguin Solutions Cayman as of the scheme record time (expected to be 1:29 p.m. (Pacific Time) on June 30, 2025) will exchange their ordinary shares and/or convertible preferred shares (as applicable) of Penguin Solutions Cayman for shares of common stock and/or convertible preferred stock (as applicable) of Penguin Solutions Delaware on the following basis: each ordinary share of Penguin Solutions Cayman will be exchanged for one share of common stock of Penguin Solutions Delaware, and each convertible preferred share of Penguin Solutions Cayman will be exchanged for one share of convertible preferred stock of Penguin Solutions Delaware.
Extraordinary Transactions
Board For AGAINST
8 funds
FOR
3 funds
PENN ENTERTAINMENT INC. June 17, 2025 HG VORA'S NOMINEE: William Clifford
Director Elections
Board Contested WITHHOLD
8 funds
FOR
4 funds
PHIBRO ANIMAL HEALTH CORP. November 5, 2024 Ratification of the selection of PricewaterhouseCoopers LLP as the Company's independent registered public accounting firm for the fiscal year ending June 30, 2025.
Audit-related
Board For AGAINST
5 funds
FOR
3 funds
PONCE FINANCIAL GROUP INC. June 12, 2025 Election of Director for the term ending in 2028: Carlos P. Naudon
Director Elections
Board For FOR
2 funds
WITHHOLD
1 fund
PORCH GROUP INC. June 11, 2025 To approve of, on an advisory (non-binding) basis, the compensation of our named executive officers.
Say-on-Pay
Board For AGAINST
3 funds
FOR
1 fund
POTBELLY CORP. May 15, 2025 Approval of the amendment to the Company's Amended and Restated 2019 Long-Term Incentive Plan to increase the number of shares of common stock authorized for issuance thereunder.
Compensation
Board For FOR
2 funds
AGAINST
2 funds
PREFORMED LINE PRODUCTS CO. May 13, 2025 To approve the 2025 Incentive Plan
Compensation
Board For FOR
5 funds
AGAINST
2 funds
PROVIDENT FINANCIAL HOLDINGS INC. November 21, 2024 Advisory approval of the compensation of our named executive officers as disclosed in this Proxy Statement.
Say-on-Pay
Board For FOR
2 funds
AGAINST
1 fund
PUMA BIOTECHNOLOGY INC. June 11, 2025 Advisory (non-binding) vote to approve the compensation of Puma Biotechnology, Inc.'s named executive officers as described in the proxy statement.
Say-on-Pay
Board For FOR
3 funds
AGAINST
1 fund
PURPLE INNOVATION INC. June 10, 2025 Approve, on an advisory basis, the compensation of the Company's Named Executive Officers as set forth in our Proxy Statement.
Say-on-Pay
Board For FOR
3 funds
AGAINST
2 funds
QIAGEN N.V. June 26, 2025 Proposal to authorize the Supervisory Board, until December 26, 2026 to: issue a number of ordinary shares and financing preference shares and grant rights to subscribe for such shares of up to 50% of the aggregate par value of all shares issued and outstanding.
Capital Structure
Board For AGAINST
3 funds
FOR
1 fund
QUAD/GRAPHICS INC. May 21, 2025 To approve an amendment to the Quad/Graphics, Inc. 2020 Omnibus Incentive Plan.
Compensation
Board For FOR
2 funds
AGAINST
2 funds
QUEST RESOURCE HOLDING CORP. July 8, 2024 To approve the 2024 Incentive Compensation Plan.
Compensation
Board For FOR
1 fund
AGAINST
1 fund
RADNET INC. June 10, 2025 An advisory vote to approve the compensation of the Company's Named Executive Officers.
Say-on-Pay
Board For FOR
8 funds
AGAINST
5 funds
RCM TECHNOLOGIES INC. December 12, 2024 Advisory vote to approve the compensation of our named executive officers for 2023.
Say-on-Pay
Board For FOR
2 funds
AGAINST
1 fund
READY CAPITAL CORP. July 25, 2024 Approval, on an advisory basis, of the compensation of our named executive officers, as described in the proxy statement.
Say-on-Pay
Board For FOR
8 funds
AGAINST
1 fund
RED ROCK RESORTS INC. June 5, 2025 Advisory vote to approve the compensation of our named executive officers.
Say-on-Pay
Board For FOR
9 funds
AGAINST
5 funds
REGENXBIO INC. May 30, 2025 To approve the REGENXBIO Inc. 2025 Equity Incentive Plan.
Compensation
Board For FOR
4 funds
AGAINST
2 funds
REPAY HOLDINGS CORP. June 12, 2025 To approve, on a non-binding advisory basis, the compensation of our named executive officers.
Say-on-Pay
Board For FOR
4 funds
AGAINST
2 funds
REPUBLIC BANCORP INC. April 24, 2025 Approval of the Republic Bancorp, Inc. 2025 Stock Incentive Plan.
Compensation
Board For FOR
5 funds
AGAINST
2 funds
RESERVOIR MEDIA INC. August 8, 2024 Election of Director: Ezra S. Field
Director Elections
Board For FOR
2 funds
WITHHOLD
1 fund
RESERVOIR MEDIA INC. August 8, 2024 Election of Director: Golnar Khosrowshahi
Director Elections
Board For FOR
2 funds
WITHHOLD
1 fund
RESERVOIR MEDIA INC. August 8, 2024 Election of Director: Ryan P. Taylor
Director Elections
Board For FOR
2 funds
WITHHOLD
1 fund
RETAIL OPPORTUNITY INVESTMENTS CORP. February 7, 2025 Proposal to approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to our principal executive officer, principal financial officer, and the three other most highly compensated executive officers that is based on or otherwise related to the company merger as more fully described in the Proxy Statement.
Say-on-Pay
Board For FOR
10 funds
AGAINST
2 funds
REX AMERICAN RESOURCES CORP June 4, 2025 ADVISORY VOTE to approve executive compensation.
Say-on-Pay
Board For FOR
8 funds
AGAINST
3 funds
RHYTHM PHARMACEUTICALS INC. June 24, 2025 Approval, on an advisory (non-binding) basis, of the compensation of the named executive officers of the Company.
Say-on-Pay
Board For AGAINST
6 funds
FOR
1 fund
RING ENERGY INC. May 22, 2025 Approve and adopt an Amendment to the Ring Energy, Inc. 2021 Omnibus Incentive Plan to increase the shares available under the Plan by 11.5 million shares.
Compensation
Board For FOR
2 funds
AGAINST
1 fund
ROYALTY PHARMA PLC May 12, 2025 Approve on a binding basis our U.K. directors' remuneration policy.
Say-on-Pay
Board For AGAINST
12 funds
FOR
6 funds
ROYALTY PHARMA PLC May 12, 2025 Approve on a non-binding advisory basis our U.K. directors' remuneration report (other than the part containing the directors' remuneration policy) for the fiscal year ended December 31, 2024.
Say-on-Pay
Board For AGAINST
12 funds
FOR
6 funds
SABRE CORP. April 23, 2025 To approve our 2025 Omnibus Incentive Compensation Plan.
Compensation
Board For FOR
7 funds
AGAINST
3 funds
SAGA COMMUNICATIONS INC. May 2, 2025 To re-approve the material terms of the Company's Chief Executive Officer Annual Incentive Plan.
Compensation
Board For AGAINST
1 fund
FOR
1 fund
SEAGATE TECHNOLOGY HOLDINGS PLC October 19, 2024 Determine the price Range for the Re-allotment of Treasury Shares under Irish law.
Capital Structure
Board For AGAINST
11 funds
FOR
11 funds
SELECT MEDICAL HOLDINGS CORP. April 24, 2025 Non-binding advisory vote on the compensation of our named executive officers.
Say-on-Pay
Board For FOR
9 funds
AGAINST
7 funds
SELECTQUOTE INC. November 12, 2024 To approve, by non-binding advisory vote, the compensation of our named executive officers.
Say-on-Pay
Board For FOR
5 funds
AGAINST
1 fund
SENSUS HEALTHCARE INC. May 27, 2025 Election of Director: Anthony Petrelli
Director Elections
Board For FOR
1 fund
AGAINST
1 fund
SERVICE PROPERTIES TRUST June 13, 2025 Advisory vote to approve executive compensation.
Say-on-Pay
Board For FOR
10 funds
AGAINST
1 fund
SHYFT GROUP INC. June 17, 2025 The Advisory Compensation Proposal: Approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to the Company's named executive officers that is based on or otherwise relates to the Merger.
Say-on-Pay
Board For FOR
8 funds
AGAINST
2 funds
SILVERCREST ASSET MANAGEMENT GROUP INC. June 4, 2025 Approval of executive compensation in an advisory, non-binding vote.
Say-on-Pay
Board For FOR
3 funds
AGAINST
1 fund
SILVERCREST ASSET MANAGEMENT GROUP INC. June 4, 2025 To amend our 2012 Equity Incentive Plan, as amended, to increase the authorized number of shares issuable under the plan by 1,500,000 shares.
Compensation
Board For FOR
2 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 18, 2026 from SEC Form N-PX filings.