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Charles Schwab vs Lincoln Financial: how alike they voted, 2024-2025

96.0% When both took a single position, they voted the same way on 96.0% of 14,526 items (13,938 the same, 588 different). 2,107 items where at least one of them split its funds are listed separately below. Both voted on 16,633 items in all.

Charles Schwab 2024-2025 · Lincoln Financial 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 items	Same	Differ	Split (not in %)	Same position	Fund-level
All ballot items	16,633	13,938	588	2,107	96.0%	91.7%
Board proposals	15,537	13,288	525	1,724	96.2%	92.3%
E&S shareholder proposals	250	154	1	95	99.4%	90.9%
Other items	846	496	62	288	88.9%	81.1%

Where they did not vote alike

Everything Voted differently Split votes

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

1 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	Lincoln Financial
WELLS FARGO & CO.	April 29, 2025	Shareholder Proposal - Report on Respecting Indigenous Peoples Rights. Human Rights or Human Capital/workforce	Shareholder (E&S)	Against	AGAINST 12 funds	FOR 1 fund

← All 20 managers, 2024-2025

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