proxyvotesnow.com

Home › Asset managers › Compare 2025-2026 › Charles Schwab vs JPMorgan

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

89.6% When both took a single position, they voted the same way on 89.6% of 5,477 items (4,905 the same, 572 different). 103 items where at least one of them split its funds are listed separately below. Both voted on 5,580 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 5,5804,905572 10389.6%89.2%
Board proposals 4,9304,379475 7690.2%89.8%
E&S shareholder proposals 1271048 1592.9%92.5%
Other items 52342289 1282.6%82.6%

Where they did not vote alike

Everything Voted differently Split votes

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

551 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
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
4 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
6 funds
SWEETGREEN, INC. June 11, 2026 To approve, on an advisory basis, the compensation of the Company's named executive officers, as disclosed in the accompanying proxy statement.
Say-on-Pay
Board For FOR
5 funds
AGAINST
1 fund
SYLVAMO CORPORATION May 15, 2026 Approve, on a non-binding advisory basis, the compensation of our named executive officers.
Compensation
Board For FOR
8 funds
AGAINST
3 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
9 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
7 funds
T1 ENERGY, INC. June 17, 2026 Advisory vote on the compensation of our named executive officers.
Say-on-Pay
Board For AGAINST
3 funds
FOR
1 fund
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
6 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
8 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
2 funds
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
3 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
TELOS CORPORATION May 7, 2026 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
1 fund
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
3 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")
Compensation
Board For AGAINST
13 funds
FOR
3 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
11 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
3 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
12 funds
THE MARCUS CORPORATION May 21, 2026 To approve, by advisory vote, the compensation of our named executive officers.
Say-on-Pay
Board For FOR
3 funds
AGAINST
1 fund
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
6 funds
THE WESTERN UNION COMPANY May 14, 2026 Advisory Vote to Approve Executive Compensation
Say-on-Pay
Board For FOR
10 funds
AGAINST
5 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
24 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
3 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
15 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
5 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
TREACE MEDICAL CONCEPTS, INC. May 19, 2026 Approval, on an advisory, non-binding basis, of the compensation of the Company's named executive officers.
Say-on-Pay
Board For FOR
3 funds
AGAINST
1 fund
TRISALUS LIFE SCIENCES, INC. May 14, 2026 To consider and vote upon, on an advisory basis, the compensation of the Company's named executive officers.
Say-on-Pay
Board For FOR
3 funds
AGAINST
1 fund
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
TRUEBLUE, INC May 11, 2026 Advisory (Non-Binding) vote Approving 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
TTEC HOLDINGS, INC. May 21, 2026 The approval, on a non-binding, advisory basis, of the compensation of our named executive officers, as disclosed in the Proxy Statement.
Say-on-Pay
Board For FOR
6 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
4 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
5 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
UNITEDHEALTH GROUP INCORPORATED June 1, 2026 Advisory approval of the Company's executive compensation.
Say-on-Pay
Board For AGAINST
17 funds
FOR
38 funds
UNITI GROUP INC May 21, 2026 To approve an increase in the number of shares available for issuance under the Uniti Group Inc. 2025 Equity Incentive Plan.
Compensation
Board For FOR
8 funds
AGAINST
3 funds
UPWORK INC. June 4, 2026 Advisory vote to approve named executive officer compensation.
Say-on-Pay
Board For FOR
6 funds
AGAINST
4 funds
VALHI, INC. May 21, 2026 Nonbinding advisory vote approving named executive officer compensation.
Say-on-Pay
Board For FOR
4 funds
AGAINST
1 fund
VARONIS SYSTEMS, INC. June 1, 2026 To approve, on a non-binding, advisory basis, the executive compensation of our named executive officers.
Say-on-Pay
Board For FOR
7 funds
AGAINST
6 funds
VERICEL CORPORATION April 29, 2026 To approve, on an advisory basis, the compensation of Vericel Corporation's named executive officers.
Say-on-Pay
Board For FOR
5 funds
AGAINST
3 funds
VERSANT MEDIA GROUP, INC. June 25, 2026 Approval of Versant Media Group, Inc.'s Employee Stock Purchase Plan
Compensation
Board For FOR
9 funds
AGAINST
2 funds
VIPER ENERGY, INC. May 19, 2026 The approval, on an advisory basis, of the compensation of the Company's named executive officers.
Say-on-Pay
Board For FOR
8 funds
AGAINST
6 funds
VIR BIOTECHNOLOGY, INC. May 26, 2026 To approve, on an advisory basis, the compensation of the Company's named executive officers.
Say-on-Pay
Board For FOR
6 funds
AGAINST
4 funds
VISTANCE NETWORKS, INC. May 7, 2026 Approval of additional shares under the Company's 2019 Long- Term Incentive Plan.
Compensation
Board For FOR
7 funds
AGAINST
4 funds
VISTEON CORPORATION June 11, 2026 Provide advisory approval of the Company's executive compensation.
Say-on-Pay
Board For FOR
8 funds
AGAINST
8 funds
VROOM, INC. June 11, 2026 Approve, on an advisory (non-binding) basis, the compensation of the named executive officers of the Company.
Say-on-Pay
Board For AGAINST
2 funds
FOR
1 fund
VUZIX CORPORATION June 16, 2026 To conduct a non-binding advisory vote for the approval of the compensation disclosed in the Proxy Statement of the Company's executive officers who are named in the Proxy Statement Summary Compensation Table.
Say-on-Pay
Board For AGAINST
3 funds
FOR
1 fund
WALKER & DUNLOP, INC. May 19, 2026 Advisory resolution to approve executive compensation
Say-on-Pay
Board For FOR
8 funds
AGAINST
4 funds
WARBY PARKER INC. June 8, 2026 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
10 funds
WAYFAIR INC May 21, 2026 A non-binding advisory resolution to approve executive compensation.
Say-on-Pay
Board For AGAINST
14 funds
FOR
5 funds
WAYFAIR INC May 21, 2026 To approve Amendment No. 1 to the Wayfair Inc. 2023 Incentive Award Plan.
Compensation
Board For AGAINST
12 funds
FOR
4 funds
WEBSTER FINANCIAL CORPORATION May 26, 2026 To approve, on an advisory (non-binding) basis, the compensation payments that will or may be paid to Webster's named executive officers in connection with the transactions contemplated by the Transaction Agreement (the "compensation proposal").
Say-on-Pay
Board For FOR
15 funds
AGAINST
3 funds
WERNER ENTERPRISES, INC. May 12, 2026 To approve an advisory resolution on executive compensation.
Say-on-Pay
Board For FOR
9 funds
AGAINST
2 funds
WEX INC. May 14, 2026 To approve on an advisory (non-binding) basis the compensation of our Named Executive Officers.
Say-on-Pay
Board Contested FOR
14 funds
AGAINST
10 funds
WILLIS LEASE FINANCE CORPORATION June 23, 2026 Cast an advisory vote to approve the compensation of the Company's named executive officers as disclosed in the Proxy Statement.
Say-on-Pay
Board For AGAINST
5 funds
FOR
1 fund
WINGSTOP INC. May 21, 2026 Approve, on an advisory basis, the compensation of the Company's named executive officers.
Say-on-Pay
Board For AGAINST
14 funds
FOR
7 funds
WORKDAY, INC. June 16, 2026 To approve the amendment and restatement of our 2022 Equity Incentive Plan to increase the number of shares of common stock reserved for issuance.
Compensation
Board For FOR
14 funds
AGAINST
5 funds
WYNDHAM HOTELS & RESORTS, INC. May 14, 2026 To vote on an advisory resolution to approve our executive compensation program.
Say-on-Pay
Board For FOR
14 funds
AGAINST
11 funds
YELP INC. June 5, 2026 To approve, on an advisory basis, the compensation of Yelp's named executive officers, as disclosed in the accompanying Proxy Statement.
Say-on-Pay
Board For FOR
9 funds
AGAINST
4 funds
ALLY FINANCIAL INC. May 6, 2026 Approval of the Ally Financial Inc. Incentive Compensation Omnibus Plan.
Compensation
Board For FOR
13 funds
Split
1 FOR, 4 AGAINST
ALLY FINANCIAL INC. May 6, 2026 Ratification of the Audit Committee's engagement of Deloitte & Touche LLP as the Company's independent registered public accounting firm for 2026.
Audit-related
Board For FOR
13 funds
Split
4 FOR, 1 AGAINST
AMERICAN EXPRESS COMPANY May 5, 2026 Ratification of appointment of PricewaterhouseCoopers LLP as independent registered public accounting firm for 2026.
Audit-related
Board For FOR
14 funds
Split
24 FOR, 1 AGAINST
AMERIPRISE FINANCIAL, INC. April 29, 2026 To approve the compensation of the named executive officers by a nonbinding advisory vote.
Say-on-Pay
Board For FOR
16 funds
Split
25 FOR, 1 AGAINST
BANC OF CALIFORNIA, INC. May 6, 2026 Approval of the Company's Second Amended and Restated 2018 Omnibus Stock Incentive Plan.
Compensation
Board For FOR
4 funds
Split
1 FOR, 3 AGAINST
BANK OF AMERICA CORPORATION May 4, 2026 Ratifying the appointment of our independent registered public accounting firm for 2026
Audit-related
Board For FOR
14 funds
Split
28 FOR, 1 AGAINST
BANKUNITED, INC. May 21, 2026 To approve the BankUnited, Inc. Amended and Restated 2023 Omnibus Equity Incentive Plan.
Compensation
Board For FOR
8 funds
Split
1 FOR, 6 AGAINST
BEACON FINANCIAL CORPORATION May 13, 2026 To ratify the appointment of KPMG LLP as the Company's independent registered public accounting firm for the year ending December 31, 2026.
Audit-related
Board For FOR
7 funds
Split
3 FOR, 1 AGAINST
BOK FINANCIAL CORPORATION May 5, 2026 Ratification of the selection of Ernst & Young LLP as BOK Financial Corporation's independent auditors for the fiscal year ending December 31, 2026.
Audit-related
Board For FOR
12 funds
Split
1 FOR, 1 AGAINST
CAPITAL ONE FINANCIAL CORPORATION May 8, 2026 Ratification of the selection of Ernst & Young LLP as our independent registered public accounting firm for 2026.
Audit-related
Board For FOR
12 funds
Split
23 FOR, 1 AGAINST
CAPITAL ONE FINANCIAL CORPORATION May 8, 2026 Advisory vote on our Named Executive Officer compensation ("Say on Pay").
Say-on-Pay
Board For FOR
15 funds
Split
8 FOR, 18 AGAINST
CATHAY GENERAL BANCORP May 18, 2026 Election of Class III Directors, to be elected for the term ending 2029: Felix S. Fernandez
Director Elections
Board For FOR
7 funds
Split
1 FOR, 1 AGAINST
CATHAY GENERAL BANCORP May 18, 2026 Election of Class III Directors, to be elected for the term ending 2029: Nelson Chung
Director Elections
Board For FOR
7 funds
Split
1 FOR, 1 AGAINST
CATHAY GENERAL BANCORP May 18, 2026 Ratification of the appointment of KPMG LLP as Cathay General Bancorp's independent registered public accounting firm for 2026.
Audit-related
Board For FOR
7 funds
Split
1 FOR, 1 AGAINST
CITIGROUP INC. May 20, 2026 Advisory vote to approve our 2025 Executive Compensation.
Say-on-Pay
Board For AGAINST
16 funds
Split
4 FOR, 17 AGAINST
CITIGROUP INC. May 20, 2026 Proposal to ratify the selection of KPMG LLP as Citi's independent registered public accounting firm for 2026.
Audit-related
Board For FOR
14 funds
Split
17 FOR, 1 AGAINST
CITIZENS FINANCIAL GROUP, INC. April 23, 2026 Ratify the appointment of Deloitte & Touche LLP as our independent registered public accounting firm for the 2026 fiscal year.
Audit-related
Board For FOR
13 funds
Split
5 FOR, 1 AGAINST
CITY HOLDING COMPANY April 29, 2026 Election of Class III Director to serve for a term of three year: Robert D. Fisher
Director Elections
Board For FOR
8 funds
Split
5 FOR, 1 AGAINST
COMMERCE BANCSHARES, INC. April 24, 2026 To ratify the selection of KPMG LLP as the Company's independent registered public accounting firm for 2026.
Audit-related
Board For FOR
12 funds
Split
5 FOR, 1 AGAINST
CULLEN/FROST BANKERS, INC. April 29, 2026 To ratify the selection of Ernst & Young LLP to act as independent auditors of Cullen/Frost Bankers, Inc. for the fiscal year that began January 1, 2026.
Audit-related
Board For FOR
12 funds
Split
4 FOR, 1 AGAINST
CUSTOMERS BANCORP, INC. May 26, 2026 To approve an amendment to the Company's 2019 Stock Incentive Plan.
Compensation
Board For FOR
9 funds
Split
1 FOR, 3 AGAINST
DANAHER CORPORATION May 5, 2026 To approve on an advisory basis the Company's named executive officer compensation.
Say-on-Pay
Board For FOR
15 funds
Split
1 FOR, 20 AGAINST
EASTERN BANKSHARES, INC. May 18, 2026 To approve, in an advisory vote, the compensation paid to the Company's named executive officers.
Say-on-Pay
Board For FOR
9 funds
Split
1 FOR, 3 AGAINST
EASTERN BANKSHARES, INC. May 18, 2026 To ratify the appointment of Ernst & Young LLP by the Audit Committee of our Board of Directors as the Company's independent registered public accounting firm for the 2026 fiscal year.
Audit-related
Board For FOR
7 funds
Split
2 FOR, 1 AGAINST
F.N.B. CORPORATION May 6, 2026 Ratification of appointment of Ernst & Young LLP as F.N.B. Corporation's independent registered public accounting firm for the 2026 fiscal year.
Audit-related
Board For FOR
10 funds
Split
3 FOR, 1 AGAINST

← Previous Page 5 of 6 Next →

← All 20 managers, 2025-2026

How items are matched and positions counted: see the comparison table and the methodology. Built October 18, 2026 from SEC Form N-PX filings.