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Charles Schwab vs JPMorgan: how alike they voted, 2025-2026

90.0% When both took a single position, they voted the same way on 90.0% of 5,164 items (4,646 the same, 518 different). 103 items where at least one of them split its funds are listed separately below. Both voted on 5,267 items in all.

Charles Schwab 2025-2026 · JPMorgan 2025-2026 · 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 5,2674,646518 10390.0%89.6%
Board proposals 4,6184,121421 7690.7%90.3%
E&S shareholder proposals 1281049 1592.0%91.8%
Other items 52142188 1282.7%82.7%

Where they did not vote alike

Everything Voted differently Split votes

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

497 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 SchwabJPMorgan
QIAGEN N.V. June 24, 2026 Proposal to adopt an amendment to the Managing Board Remuneration Policy.
Compensation
Board For AGAINST
2 funds
FOR
2 funds
QUANTUMSCAPE CORPORATION June 3, 2026 To approve, on a non-binding advisory basis, the compensation of the named executive officers.
Say-on-Pay
Board For FOR
6 funds
AGAINST
2 funds
RAMACO RESOURCES, INC. June 10, 2026 To approve, on an advisory basis, the compensation paid by the Company to its named executive officers.
Say-on-Pay
Board For FOR
5 funds
AGAINST
2 funds
RAYONIER ADVANCED MATERIALS INC May 13, 2026 Approval of the French Sub-Plan to be Implemented Under the Rayonier Advanced Materials Inc. 2023 Incentive Stock Plan, as Amended and Restated.
Compensation
Board For FOR
5 funds
AGAINST
1 fund
REALTY INCOME CORPORATION May 21, 2026 A non-binding advisory proposal to approve the compensation of our named executive officers as described in the Proxy Statement.
Say-on-Pay
Board For FOR
17 funds
AGAINST
7 funds
RED CAT HOLDINGS INC June 18, 2026 A non-binding advisory vote to approve the compensation of the Company's Named Executive Officers.
Say-on-Pay
Board For AGAINST
5 funds
FOR
1 fund
RENAISSANCERE HOLDINGS LTD May 5, 2026 To approve, by a non-binding advisory vote, the compensation of the named executive officers of RenaissanceRe Holdings Ltd. as disclosed in the proxy statement.
Say-on-Pay
Board For FOR
10 funds
AGAINST
3 funds
RENAISSANCERE HOLDINGS LTD. May 5, 2026 To approve the RenaissanceRe Holdings Ltd. 2026 Long-Term Incentive Plan.
Compensation
Board For FOR
9 funds
AGAINST
2 funds
REXFORD INDUSTRIAL REALTY, INC. May 19, 2026 The approval of the Fourth Amended and Restated Rexford Industrial Realty, Inc. and Rexford Industrial Realty, L.P. 2013 Incentive Award Plan.
Compensation
Board For FOR
14 funds
AGAINST
4 funds
REZOLVE AI PLC June 30, 2026 To approve a share buyback contract
Capital Structure
Board For AGAINST
1 fund
FOR
1 fund
REZOLVE AI PLC June 30, 2026 To approve the annual report on remuneration for the year ended 31 December 2025
Say-on-Pay
Board For ABSTAIN
1 fund
FOR
1 fund
REZOLVE AI PLC June 30, 2026 To re-elect Stephen Perry, Derek Smith, Sir David Wright and Anthony Sharp as directors of the Company
Director Elections
Board For AGAINST
1 fund
FOR
1 fund
RIBBON COMMUNICATIONS INC. June 3, 2026 To ratify the appointment of Deloitte & Touche LLP as Ribbon Communication Inc.'s independent registered public accounting firm for the fiscal year ending December 31, 2026.
Audit-related
Board For FOR
3 funds
AGAINST
1 fund
RIGEL PHARMACEUTICALS, INC. May 14, 2026 To ratify the selection of Ernst & Young LLP as the independent registered public accounting firm of the Company for its fiscal year ending December 31, 2026.
Audit-related
Board For AGAINST
5 funds
FOR
1 fund
RITHM CAPITAL CORP. May 21, 2026 To approve (on a non-binding advisory basis) the compensation of the named executive officers as described in the accompanying materials.
Say-on-Pay
Board For FOR
12 funds
AGAINST
4 funds
RLJ LODGING TRUST April 24, 2026 To approve the RLJ Lodging Trust 2026 Equity Incentive Plan
Compensation
Board For FOR
9 funds
AGAINST
6 funds
ROBERT HALF INC May 13, 2026 Advisory vote to approve executive compensation.
Say-on-Pay
Board For FOR
10 funds
AGAINST
3 funds
ROBLOX CORPORATION May 28, 2026 Advisory Vote on the Compensation of our Named Executive Officers.
Say-on-Pay
Board For AGAINST
10 funds
FOR
10 funds
ROPER TECHNOLOGIES, INC. May 19, 2026 Advisory vote to approve the compensation of our named executive officers.
Say-on-Pay
Board For FOR
14 funds
AGAINST
21 funds
RXO INC May 12, 2026 Approval of an Amendment to the RXO, Inc. 2022 Omnibus Incentive Compensation Plan.
Compensation
Board For FOR
7 funds
AGAINST
1 fund
RYERSON HOLDING CORPORATION April 30, 2026 The adoption, on a non-binding, advisory basis, of a resolution approving the compensation of our named executive officers.
Say-on-Pay
Board For FOR
9 funds
AGAINST
2 funds
RYERSON HOLDING CORPORATION April 30, 2026 The approval of the Third Amended and Restated Ryerson Holding Corporation 2014 Omnibus Incentive Plan.
Compensation
Board For FOR
7 funds
AGAINST
2 funds
SAFEHOLD INC. May 14, 2026 Non-binding, advisory vote to approve named executive officer compensation ("Say-on-Pay")
Say-on-Pay
Board For FOR
6 funds
AGAINST
3 funds
SAREPTA THERAPEUTICS, INC. June 4, 2026 Advisory vote to approve, on a non-binding basis, named executive officer compensation
Say-on-Pay
Board For AGAINST
7 funds
FOR
2 funds
SCHNEIDER NATIONAL, INC. April 30, 2026 Approval of amended and restated 2017 Schneider National, Inc. Omnibus Incentive Compensation Plan.
Compensation
Board For AGAINST
8 funds
FOR
2 funds
SCHOLAR ROCK HOLDING CORPORATION June 4, 2026 To approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers.
Say-on-Pay
Board For AGAINST
5 funds
FOR
3 funds
SCIENCE APPLICATIONS INTERNATIONAL CORP June 3, 2026 The approval of an amendment to the 2023 Equity Incentive Plan to increase the total number of authorized shares.
Compensation
Board For FOR
9 funds
AGAINST
5 funds
SEAGATE TECHNOLOGY HOLDINGS PLC October 25, 2025 Election of Director: Michael R. Cannon
Director Elections
Board For AGAINST
11 funds
FOR
23 funds
SEAGATE TECHNOLOGY HOLDINGS PLC October 25, 2025 Election of Director: Thomas A. Szlosek
Director Elections
Board For AGAINST
11 funds
FOR
23 funds
SELECT MEDICAL HOLDINGS CORPORATION June 26, 2026 To consider and vote on the proposal to approve, on a non-binding, advisory basis, the compensation that will or may become payable by the Company to its named executive officers in connection with the Merger (the "Compensation Proposal").
Say-on-Pay
Board For AGAINST
8 funds
FOR
2 funds
SENTINELONE, INC. June 25, 2026 Approval, on a non-binding advisory basis, of the compensation of our named executive officers.
Say-on-Pay
Board For FOR
10 funds
AGAINST
4 funds
SERVICENOW, INC. May 21, 2026 Advisory vote to approve ServiceNow's named executive officer compensation.
Say-on-Pay
Board For FOR
15 funds
AGAINST
33 funds
SHARKNINJA INCORPORATION June 18, 2026 To approve, on a non-binding advisory basis, the compensation of our named executive officers.
Say-on-Pay
Board For AGAINST
14 funds
FOR
1 fund
SHENANDOAH TELECOMMUNICATIONS COMPANY April 21, 2026 To consider and approve, in a non-binding vote, the Company's named executive officer compensation.
Say-on-Pay
Board For FOR
7 funds
AGAINST
1 fund
SHIFT4 PAYMENTS, INC. June 12, 2026 Approval, on an advisory (non-binding) basis, of the compensation of the Company's named executive officers.
Say-on-Pay
Board For AGAINST
11 funds
FOR
2 funds
SIMON PROPERTY GROUP, INC. May 13, 2026 Advisory Vote to Approve the Compensation of our Named Executive Officers.
Say-on-Pay
Board For FOR
19 funds
AGAINST
15 funds
SIRIUS XM HOLDINGS INC. May 28, 2026 Approval of Amendment No. 1 to the Sirius XM Holdings Inc. 2024 Long-Term Stock Incentive Plan (the "2024 Plan") to increase the number of shares available for issuance by an additional 7,200,000 shares and to extend the term of the 2024 Plan.
Compensation
Board For FOR
12 funds
AGAINST
2 funds
SIRIUSPOINT LTD. May 20, 2026 Approval of the SiriusPoint SharePlan.
Compensation
Board For FOR
7 funds
AGAINST
3 funds
SITEONE LANDSCAPE SUPPLY, INC. May 13, 2026 Advisory vote to approve executive compensation.
Say-on-Pay
Board For FOR
13 funds
AGAINST
1 fund
SIX FLAGS ENTERTAINMENT CORPORATION May 26, 2026 Confirm the appointment of Deloitte & Touche LLP as our independent registered public accounting firm;
Audit-related
Board For AGAINST
7 funds
FOR
1 fund
SKYWORKS SOLUTIONS, INC. May 13, 2026 Election of Director to serve until the 2027 Annual Meeting of Stockholders: Christine King
Director Elections
Board For FOR
15 funds
AGAINST
11 funds
SL GREEN REALTY CORP. June 2, 2026 To approve, on a non-binding advisory basis, our executive compensation.
Say-on-Pay
Board For AGAINST
10 funds
FOR
4 funds
SNOWFLAKE INC. June 29, 2026 To approve, on a non-binding advisory basis, the compensation of our named executive officers.
Say-on-Pay
Board For AGAINST
12 funds
FOR
13 funds
SOMNIGROUP INTERNATIONAL INC. May 13, 2026 ADVISORY VOTE TO APPROVE THE COMPENSATION OF NAMED EXECUTIVE OFFICERS.
Say-on-Pay
Board For AGAINST
13 funds
FOR
9 funds
SONIC AUTOMOTIVE, INC. April 29, 2026 Approval of the Sonic Automotive, Inc. 2026 Equity Incentive Plan.
Compensation
Board For FOR
8 funds
AGAINST
4 funds
SONIC AUTOMOTIVE, INC. April 29, 2026 Approval of the amendment and restatement of the Sonic Automotive, Inc. 2012 Formula Restricted Stock and Deferral Plan for Non-Employee Directors.
Compensation
Board For AGAINST
8 funds
FOR
4 funds
SOTERA HEALTH COMPANY May 21, 2026 Approve, on an advisory basis, the compensation of our named executive officers.
Say-on-Pay
Board For FOR
11 funds
AGAINST
1 fund
SOUTH PLAINS FINANCIAL, INC. May 11, 2026 Election of Class I Director to serve on the Company's board of directors until the Company's 2029 annual meeting of shareholders or until their respective successor or successors are duly elected and qualified or until their earlier death, resignation or removal from office: Richard D. Campbell
Director Elections
Board For AGAINST
4 funds
FOR
2 funds
SPHERE ENTERTAINMENT CO. June 10, 2026 Approval of, on an advisory basis, the compensation of our named executive officers.
Say-on-Pay
Board For FOR
6 funds
AGAINST
3 funds
SPIRE GLOBAL, INC. May 27, 2026 To approve, in an advisory (non-binding) vote, the compensation paid to our named executive officers.
Say-on-Pay
Board For AGAINST
3 funds
FOR
1 fund
SPYRE THERAPEUTICS INC. May 27, 2026 To approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers.
Say-on-Pay
Board For AGAINST
5 funds
FOR
7 funds
SS&C TECHNOLOGIES HOLDINGS, INC. May 20, 2026 To approve, on an advisory basis, the compensation of SS&C's named executive officers.
Say-on-Pay
Board For FOR
12 funds
AGAINST
11 funds
STAGWELL INC. June 11, 2026 Approval, on an advisory basis, of the 2025 compensation of our named executive officers.
Say-on-Pay
Board For FOR
6 funds
AGAINST
4 funds
STONECO LTD April 23, 2026 APPROVAL OF THE ELECTION OF PEDRO ZINNER AS A DIRECTOR
Director Elections
Board For FOR
2 funds
AGAINST
1 fund
STRATEGIC EDUCATION, INC. April 22, 2026 ELECTION OF DIRECTORS: Rita D. Brogley
Director Elections
Board For FOR
7 funds
AGAINST
2 funds
STRATEGIC EDUCATION, INC. April 22, 2026 ELECTION OF DIRECTORS: Viet D. Dinh
Director Elections
Board For FOR
7 funds
AGAINST
2 funds
STRATEGIC EDUCATION, INC. April 22, 2026 To approve, on an advisory basis, the compensation of the named executive officers.
Say-on-Pay
Board For FOR
8 funds
AGAINST
4 funds
STRATEGY INC June 8, 2026 To ratify, pursuant to Section 204 of the General Corporation Law of the State of Delaware, the filing and effectiveness of the Certificate of Amendment to the Certificate of Designations of the Company's 8.00% Series A Perpetual Strike Preferred Stock filed with the Secretary of State of the State of Delaware on July 7, 2025, and the amendment to the liquidation preference of such stock effectuated thereby.
Capital Structure
Board For FOR
9 funds
AGAINST
2 funds
SUMMIT THERAPEUTICS INC. June 10, 2026 Approval of an amendment to the Summit Therapeutics Inc. 2020 Stock Incentive Plan to Increase the Number of Shares of Common Stock.
Compensation
Board For AGAINST
9 funds
FOR
1 fund
SUNRUN INC. May 28, 2026 Advisory proposal of the compensation of our named executive officers ("Say-on-Pay").
Say-on-Pay
Board For FOR
5 funds
AGAINST
3 funds
SUPER GROUP (SGHC) LIMITED June 25, 2026 To resolve that the Company be authorised, in accordance with section 315 of the Companies Law, to make market acquisitions of the shares in the capital of the Company on the terms set out in the notice of AGM.
Capital Structure
Board For FOR
1 fund
AGAINST
2 funds
SUPERNUS PHARMACEUTICALS, INC. June 18, 2026 To approve, on a non-binding basis, the compensation paid to our named executive officers.
Say-on-Pay
Board For FOR
9 funds
AGAINST
5 funds
SYLVAMO CORPORATION May 15, 2026 Approve, on a non-binding advisory basis, the compensation of our named executive officers.
Say-on-Pay
Board For FOR
8 funds
AGAINST
2 funds
T-MOBILE US, INC. June 16, 2026 Advisory Vote to Approve the Compensation Provided to the Company's Named Executive Officers for 2025.
Say-on-Pay
Board For AGAINST
15 funds
FOR
8 funds
T. ROWE PRICE GROUP, INC. May 7, 2026 Approve, by a non-binding advisory vote, the compensation paid by the Company to its Named Executive Officers.
Say-on-Pay
Board For FOR
16 funds
AGAINST
6 funds
TALEN ENERGY CORPORATION May 5, 2026 To approve, on an advisory basis, the compensation of our named executive officers.
Say-on-Pay
Board For FOR
13 funds
AGAINST
5 funds
TARGET CORPORATION June 10, 2026 Company proposal to approve, on an advisory basis, our executive compensation (Say on Pay).
Say-on-Pay
Board For FOR
15 funds
AGAINST
7 funds
TARGET HOSPITALITY CORP. May 21, 2026 Advisory Vote on the Compensation of our Named Executive Officers (Say on Pay).
Say-on-Pay
Board For AGAINST
5 funds
FOR
1 fund
TARGET HOSPITALITY CORP. May 21, 2026 Third Amendment to the Target Hospitality Corp. 2019 Incentive Award Plan.
Compensation
Board For FOR
4 funds
AGAINST
1 fund
TECHTARGET, INC. June 11, 2026 To approve an advisory (non-binding) resolution to approve the compensation of our named executive officers.
Say-on-Pay
Board For FOR
5 funds
AGAINST
2 funds
TECNOGLASS INC. June 16, 2026 Election of Class A Director: Anne Louise Carricarte
Director Elections
Board For AGAINST
4 funds
FOR
1 fund
TELEFLEX INCORPORATED May 15, 2026 Ratification of the appointment of PricewaterhouseCoopers LLP as the Company's independent registered public accounting firm for 2026.
Audit-related
Board For FOR
11 funds
AGAINST
3 funds
TEREX CORPORATION June 25, 2026 To approve the Terex Corporation 2026 Omnibus Incentive Plan.
Compensation
Board For FOR
7 funds
AGAINST
4 funds
THE AES CORPORATION June 26, 2026 The Merger Proposal: To approve and adopt the Agreement and Plan of Merger, dated as of March 1, 2026, by and among The AES Corporation (the ''Company''), Horizon Parent, LP (''Parent'') and Horizon Merger Sub, Inc., a wholly owned subsidiary of Parent (''Merger Sub''), and approve the transactions contemplated thereby, including the merger (the ''Merger'') of Merger Sub with and into the Company.
Extraordinary Transactions
Board For FOR
14 funds
AGAINST
2 funds
THE AES CORPORATION June 26, 2026 The Merger-Related Compensation Proposal: To consider and vote on a non-binding, advisory proposal to approve compensation that will or may become payable by us to our named executive officers in connection with the Merger.
Say-on-Pay
Board For FOR
15 funds
AGAINST
2 funds
THE CARLYLE GROUP INC. June 3, 2026 Approval of The Carlyle Group Inc. Amended and Restated 2012 Equity Incentive Plan
Compensation
Board For AGAINST
12 funds
FOR
2 funds
THE CARLYLE GROUP INC. June 3, 2026 Non-Binding Vote to Approve Named Executive Officer Compensation ("Say-on-Pay")
Say-on-Pay
Board For AGAINST
13 funds
FOR
2 funds
THE CHEFS' WAREHOUSE, INC. May 8, 2026 To approve, on a non-binding, advisory basis, the compensation of our named executive officers as disclosed in the 2026 Proxy Statement.
Say-on-Pay
Board For AGAINST
9 funds
FOR
10 funds
THE GEO GROUP, INC. April 28, 2026 Advisory vote to approve named executive officer compensation.
Say-on-Pay
Board For AGAINST
8 funds
FOR
2 funds
THE HERSHEY COMPANY May 5, 2026 Approve named executive officer compensation on a non-binding advisory basis.
Say-on-Pay
Board For AGAINST
16 funds
FOR
11 funds
THE MOSAIC COMPANY May 28, 2026 An advisory vote to approve the compensation of our named executive officers as disclosed in the Proxy Statement.
Say-on-Pay
Board For FOR
15 funds
AGAINST
5 funds
THE WESTERN UNION COMPANY May 14, 2026 Advisory Vote to Approve Executive Compensation
Say-on-Pay
Board For FOR
10 funds
AGAINST
4 funds
THE WILLIAMS COMPANIES, INC. April 28, 2026 Election of Director for a One-Year Term: VACANT
Director Elections
Board For ABSTAIN
13 funds
FOR
1 fund
THERMO FISHER SCIENTIFIC INC. May 20, 2026 An advisory vote to approve named executive officer compensation.
Say-on-Pay
Board For AGAINST
16 funds
FOR
23 funds
TOOTSIE ROLL INDUSTRIES, INC. May 6, 2026 To approve, on an advisory basis, the overall compensation of the Company's named executive officers for fiscal 2025.
Say-on-Pay
Board For AGAINST
5 funds
FOR
2 funds
TPG RE FINANCE TRUST, INC. May 19, 2026 Ratification of the appointment of Deloitte & Touche LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2026.
Audit-related
Board For AGAINST
7 funds
FOR
3 funds
TRACTOR SUPPLY COMPANY May 14, 2026 To approve, on a non-binding, advisory basis, the compensation of the named executive officers of the Company (Say on Pay)
Say-on-Pay
Board For FOR
15 funds
AGAINST
14 funds
TRADEWEB MARKETS INC. May 19, 2026 To approve, on an advisory basis, the compensation of our named executive officers.
Say-on-Pay
Board For AGAINST
15 funds
FOR
4 funds
TRANSMEDICS GROUP, INC. May 20, 2026 To approve an amendment to the TransMedics Group, Inc. Amended and Restated 2019 Stock Incentive Plan to increase the maximum aggregate number of shares of common stock that may be issued pursuant to awards granted under the TransMedics Group, Inc. Amended and Restated 2019 Stock Incentive Plan by 2,750,000 shares and make certain other changes as set forth in the proxy statement.
Compensation
Board For AGAINST
4 funds
FOR
4 funds
TRIUMPH FINANCIAL, INC. April 23, 2026 Management Proposal Regarding Advisory Approval of the Company's Executive Compensation
Say-on-Pay
Board For AGAINST
8 funds
FOR
1 fund
TRUSTCO BANK CORP NY May 19, 2026 Approval of a non-binding advisory resolution on the compensation of TrustCo's named executive officers as disclosed in the proxy statement.
Say-on-Pay
Board For FOR
5 funds
AGAINST
1 fund
UIPATH, INC. June 25, 2026 Election of Director to hold office until our Annual Meeting of Stockholders in 2027: Director Withdrawn
Director Elections
Board For WITHHOLD
8 funds
FOR
3 funds
ULTRAGENYX PHARMACEUTICAL INC. May 14, 2026 Advisory (non-binding) vote to approve the compensation of our named executive officers.
Say-on-Pay
Board For FOR
5 funds
AGAINST
1 fund
ULTRAGENYX PHARMACEUTICAL INC. May 14, 2026 Approval of the Third Amended and Restated 2023 Incentive Plan.
Compensation
Board For FOR
4 funds
AGAINST
1 fund
UNIFIRST CORPORATION June 11, 2026 To approve, by an advisory (non-binding) vote, certain compensation that may be paid or become payable to UniFirst named executed officers that is based on or otherwise relates to the transactions contemplated by the merger agreement (the ''UniFirst compensation proposal'').
Say-on-Pay
Board For FOR
8 funds
AGAINST
5 funds
UNIQURE N.V. June 10, 2026 Designation of the Board as the competent body to exclude or limit preemptive rights upon the issuance of Ordinary Shares.
Capital Structure
Board For AGAINST
3 funds
FOR
8 funds
UNISYS CORPORATION April 30, 2026 Approve the amendment to the Unisys Corporation 2024 Long-Term Incentive and Equity Compensation Plan.
Compensation
Board For FOR
7 funds
AGAINST
3 funds
UNISYS CORPORATION April 30, 2026 Non-binding advisory vote to approve executive compensation.
Say-on-Pay
Board For FOR
8 funds
AGAINST
3 funds
UNITED PARKS & RESORTS INC. June 16, 2026 Approval, in a non-binding advisory vote, of the compensation paid to the named executive officers.
Say-on-Pay
Board For FOR
8 funds
AGAINST
4 funds
UNITED STATES ANTIMONY CORPORATION June 12, 2026 To approve an amendment to the Certificate of Formation to increase the number of shares authorized for issuance by the Company; and
Capital Structure
Board For AGAINST
2 funds
FOR
1 fund

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← All 20 managers, 2025-2026

How items are matched and positions counted: see the comparison table and the methodology. Built October 13, 2026 from SEC Form N-PX filings.