Home › Asset managers › Compare 2024-2025 › Charles Schwab vs Jackson National
Charles Schwab 2024-2025 · Jackson National 2024-2025 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 7,635 | 6,327 | 402 | 906 | 94.0% | 89.8% |
| Board proposals | 6,488 | 5,466 | 354 | 668 | 93.9% | 90.0% |
| E&S shareholder proposals | 252 | 196 | 2 | 54 | 99.0% | 94.3% |
| Other items | 895 | 665 | 46 | 184 | 93.5% | 87.5% |
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.
| Company | Meeting | Proposal | On the ballot from | Board recommended | Charles Schwab | Jackson 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 |
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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.