Home / Charles Schwab / SCHWAB ANNUITY PORTFOLIOS
SCHWAB ANNUITY PORTFOLIOS
fund voting report, part of Charles Schwab
- Vote records reported
- 6,590year to 30 June 2026
- Against management
- 3.5%233 of 6,593 marked votes
- Say-on-pay support
- 91.1%for, of for + against + abstain
- Shareholder-proposal support
- 9.1%for, of for + against + abstain
foragainstabstain, withhold or otheramber tick: the portion cast against management
SCHWAB ANNUITY PORTFOLIOS reported 6,590 vote records for the year to 30 June 2026. It marked 3.5% of its votes as cast against management (233 of 6,593), 2.7 percentage points below the median fund registrant, which was 6.2%.
Weighted by the number of shares voted, the against-management share is 5.0%. The two figures differ when the votes against management fall on larger or smaller holdings than the rest.
On pay and on shareholder proposals: it voted for 91.1% of the section 14A say-on-pay items it reported (the median fund registrant: 91.6%) and it voted for 9.1% of the proposals put forward by security holders (the median fund registrant: 27.5%).
By category, votes against management were most frequent in SHAREHOLDER RIGHTS AND DEFENSES (12.2% of 131), CORPORATE GOVERNANCE (11.1% of 190) and SECTION 14A SAY-ON-PAY VOTES (8.9% of 515).
It reported 10,716 shares out on loan at record dates, 0.00% of the shares it held or had lent across the meetings it reported. Shares on loan are not voted.
Compared with other filers
Each rate is defined once, in the methodology. The median is taken over 1,241 fund registrants with at least 25 vote records in the season.
| year to 30 June 2026 | This filer | Median fund registrant | All filers pooled |
|---|---|---|---|
| Against-management share | 3.5% | 6.2% | 10.6% |
| Say-on-pay support rate | 91.1% | 91.6% | 86.0% |
| Shareholder-proposal support rate | 9.1% | 27.5% | 33.9% |
| Shares on loan, share of shares held | 0.00% | 0.00% | 3.12% |
| Largest families, year to 30 June 2026 | Against management | Say-on-pay support | Shareholder-proposal support |
|---|---|---|---|
| Vanguard | 20.1% | 94.1% | 42.0% |
| BlackRock and iShares | 7.5% | 88.3% | 11.9% |
| Fidelity | 6.0% | 94.7% | 27.6% |
| Dimensional | 16.4% | 78.9% | 57.4% |
| State Street and SPDR | 16.9% | 77.1% | 50.4% |
Votes by category
Filers choose one or more categories for each vote, so a vote can appear in more than one row. Category names are printed as Form N-PX defines them.
| Category (as the form names it) | Votes | For | Against | Against management | Split |
|---|---|---|---|---|---|
| DIRECTOR ELECTIONS | 4,838 | 4,694 | 92 | 2.8% | |
| SECTION 14A SAY-ON-PAY VOTES | 516 | 453 | 42 | 8.9% | |
| AUDIT-RELATED | 501 | 498 | 1 | 0.4% | |
| SHAREHOLDER RIGHTS AND DEFENSES | 135 | 57 | 76 | 12.2% | |
| EXTRAORDINARY TRANSACTIONS | 21 | 20 | 1 | 0.0% | |
| CAPITAL STRUCTURE | 78 | 77 | 1 | 7.8% | |
| COMPENSATION | 184 | 164 | 18 | 3.3% | |
| CORPORATE GOVERNANCE | 193 | 105 | 88 | 11.1% | |
| ENVIRONMENT OR CLIMATE | 48 | 0 | 48 | 0.0% | |
| HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE | 30 | 0 | 30 | 0.0% | |
| DIVERSITY, EQUITY, AND INCLUSION | 18 | 0 | 18 | 0.0% | |
| OTHER SOCIAL ISSUES | 52 | 0 | 51 | 1.9% |
By season
| Season | Vote records | Against management | Say-on-pay support | Shareholder-proposal support | Split |
|---|---|---|---|---|---|
| year to 30 June 2024 | 7,040 | 4.6% | 92.0% | 17.0% | |
| year to 30 June 2025 | 6,657 | 3.2% | 92.6% | 9.9% | |
| year to 30 June 2026 | 6,590 | 3.5% | 91.1% | 9.1% |
Say-on-pay votes against management
Counting one say-on-pay item per company meeting, SCHWAB ANNUITY PORTFOLIOS voted against management on 39 of the 487 it marked either way (8.0%) in the year to 30 June 2026.
- Alphabet Inc. 5 Jun 2026
- Broadcom Inc. 20 Apr 2026
- UnitedHealth Group Incorporated 1 Jun 2026
- Thermo Fisher Scientific Inc. 20 May 2026
- Salesforce, Inc. 28 May 2026
- Adobe Inc. 15 Apr 2026
- Citigroup Inc. 20 May 2026
- Comcast Corporation 10 Jun 2026
- Palo Alto Networks, Inc. 9 Dec 2025
- BlackRock, Inc. 20 May 2026
- Arista Networks, Inc. 29 May 2026
- Prologis, Inc. 28 Apr 2026
- WARNER BROS. DISCOVERY, INC. 23 Apr 2026
- WARNER BROS. DISCOVERY, INC. 9 Jun 2026
- T-Mobile US, Inc. 16 Jun 2026
- The Bank of New York Mellon Corporation 14 Apr 2026
- Dell Technologies Inc. 25 Jun 2026
- Welltower Inc. 21 May 2026
- The Hershey Company 5 May 2026
- Fiserv, Inc. 21 May 2026
- Aon Plc 26 Jun 2026
- Microchip Technology Incorporated 19 Aug 2025
- Omnicom Group Inc. 5 May 2026
- Apollo Global Management, Inc. 8 Jun 2026
- Charter Communications, Inc. 21 Apr 2026
- Edison International 23 Apr 2026
- Workday, Inc. 16 Jun 2026
- The Trade Desk, Inc. 4 May 2026
- Lennar Corporation 8 Apr 2026
- The Estee Lauder Companies Inc. 13 Nov 2025
- Live Nation Entertainment, Inc. 11 Jun 2026
- Equifax Inc. 7 May 2026
- Global Payments Inc. 30 Apr 2026
- Tyson Foods, Inc. 5 Feb 2026
- CoStar Group, Inc. 23 Jun 2026
- Moderna, Inc. 6 May 2026
- Corpay, Inc. 7 May 2026
- Paycom Software, Inc. 4 May 2026
- Molina Healthcare, Inc. 6 May 2026
Shareholder proposals it supported
Of 334 proposals from security holders that could be told apart in the filings and on which it cast a vote, SCHWAB ANNUITY PORTFOLIOS voted for 28 (8.4%). Titles are the most common wording among filers; where a wording could name a person, the SEC category is printed instead.
| Company | Meeting | Proposal |
|---|---|---|
| NVIDIA Corporation | 24 Jun 2026 | Approval of a non-binding stockholder proposal requesting the replacement of supermajority voting... |
| Alphabet Inc. | 5 Jun 2026 | Shareholder proposal regarding equal shareholder voting |
| Tesla, Inc. | 6 Nov 2025 | A shareholder proposal to amend the bylaws to repeal 3% derivative suit ownership threshold. |
| Tesla, Inc. | 6 Nov 2025 | A shareholder proposal to seek shareholder approval before adopting an amendment to the bylaws pursuant to... |
| Tesla, Inc. | 6 Nov 2025 | Declassify the Board of Directors |
| Tesla, Inc. | 6 Nov 2025 | Shareholder proposal: CORPORATE GOVERNANCE |
| Starbucks Corporation | 25 Mar 2026 | Shareholder proposal requesting supermajority shareholder voting requirements be replaced with majority... |
| Palo Alto Networks, Inc. | 9 Dec 2025 | To consider and vote upon a shareholder proposal, if properly presented at the Annual Meeting, regarding... |
| Meta Platforms, Inc. | 27 May 2026 | A shareholder proposal regarding annual vote regarding executive pay. |
| Meta Platforms, Inc. | 27 May 2026 | A shareholder proposal regarding disclosure of voting results by share class. |
| Meta Platforms, Inc. | 27 May 2026 | A shareholder proposal regarding dual class capital structure. |
| United Parcel Service, Inc. | 7 May 2026 | To take steps to reduce the voting power of UPS class A stock from 10 votes per share to one vote per share. |
| Illinois Tool Works Inc. | 8 May 2026 | Corporate governance |
| FORD MOTOR COMPANY | 14 May 2026 | A shareholder proposal relating to a request that the Board take steps to implement one vote per share for... |
| FORD MOTOR COMPANY | 14 May 2026 | A shareholder proposal relating to public disclosure by share class of voting results on matters subject... |
| United Rentals, Inc. | 8 May 2026 | Advisory approval of executive compensation |
| AppLovin Corporation | 3 Jun 2026 | Stockholder proposal regarding disclosure of voting results by class of shares |
| Dollar General Corporation | 28 May 2026 | Shareholder proposal: CORPORATE GOVERNANCE |
| Datadog, Inc. | 15 Jun 2026 | The stockholder proposal, if properly presented at the Annual Meeting, requesting the adoption of a simple... |
| Workday, Inc. | 16 Jun 2026 | To consider and vote upon a stockholder proposal regarding disclosure of voting results based on share class. |
| Lennar Corporation | 8 Apr 2026 | Shareholder proposal: SHAREHOLDER RIGHTS AND DEFENSES |
| ON Semiconductor Corporation | 14 May 2026 | To vote on a stockholder proposal regarding simple majority voting |
| Tyson Foods, Inc. | 5 Feb 2026 | Shareholder proposal regarding disclosure of voting results based on class of shares. |
| Domino's Pizza, Inc. | 21 Apr 2026 | Shareholder proposal: CORPORATE GOVERNANCE |
| Norwegian Cruise Line Holdings Ltd. | 11 Jun 2026 | To consider and vote upon one shareholder proposal |
| Campbell Soup Company | 18 Nov 2025 | To vote on a shareholder proposal regarding simple majority voting. |
| Universal Health Services, Inc. | 20 May 2026 | Disclosure of Voting Results Based on Shareholders' Money at Risk |
| Henry Schein, Inc. | 21 May 2026 | Proposal to approve, by non-binding vote, a shareholder proposal to Govern by Majority Vote. |
Shares on loan
SCHWAB ANNUITY PORTFOLIOS reported 10,716 shares on loan at record dates against 302.3 million shares voted: 0.00% of the two together. Median fund registrant: 0.00%. Shares lent out at the record date cannot be voted by the lender, which is why Form N-PX asks for the figure. More on lending and votes.
Fund series in this filing
1 series reported votes. A vote record can list several series. Series with 500 or more vote records have their own page.
| Series | Vote records | Against management | Say-on-pay support | Shareholder-proposal support |
|---|---|---|---|---|
| Schwab S&P 500 Index Portfolio | 6,590 | 3.5% | 91.2% | 9.1% |
The filings
These figures are read from the filer's own Form N-PX. If a vote on this page looks wrong, the filing is the record: a dispute about a filed vote is a matter for the filer, and an error in how this site read the filing is a matter for corrections.
- N-PX filed 28 Aug 2026 accession 0001193125-26-373351
- Every N-PX filing by this filer on EDGAR
Questions
How did SCHWAB ANNUITY PORTFOLIOS vote on executive pay?
In the year to 30 June 2026 SCHWAB ANNUITY PORTFOLIOS reported 497 votes in the category SECTION 14A SAY-ON-PAY VOTES that were cast for, against or abstain. 453 were for (91.1%), 42 against and 2 abstentions. Counting one item per company meeting, it voted against management on 39 of the 487 say-on-pay items it marked either way.
How often does SCHWAB ANNUITY PORTFOLIOS vote against management?
3.5% of the time in the year to 30 June 2026: 233 of the 6,593 votes it marked as for or against management. Form N-PX asks each filer to state, vote by vote, whether the vote was for or against management's recommendation; this figure counts those marks.
Did SCHWAB ANNUITY PORTFOLIOS support shareholder proposals on climate?
In the category ENVIRONMENT OR CLIMATE it reported 48 votes on proposals from security holders in the year to 30 June 2026 and voted for 0 of them (0.0%). Across every category it voted for 9.1% of security-holder proposals. Filers choose the category for each vote, so the same proposal can sit in different categories in different filings.
Is this the result of the meetings?
No. Form N-PX shows how this filer voted the shares it held. It does not show how other shareholders voted or whether a proposal was approved. Companies report certified results separately, on Form 8-K.
Where does the data come from?
From the Form N-PX filings of this filer on the SEC's EDGAR system, read as filed. The SEC does not verify the contents. Amended filings (N-PX/A) replace the filings they amend. Data on this page runs through 23 Sep 2026.
Provenance: SEC EDGAR, Form N-PX and N-PX/A filings by SCHWAB ANNUITY PORTFOLIOS (filer no. 918266), read as filed and not verified by the SEC. Amended filings replace the filings they amend. Filings read through 23 Sep 2026; page built 26 Sep 2026.