Home › Asset managers › Compare 2024-2025 › Charles Schwab vs Lincoln Financial
Charles Schwab 2024-2025 · Lincoln Financial 2024-2025 · Download the item list (CSV)
| 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% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
1,724 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 |
|---|---|---|---|---|---|---|
| NL INDUSTRIES INC. | May 15, 2025 | Nonbinding advisory vote approving named executive officer compensation. Say-on-Pay |
Board | For | FOR 3 funds |
Split 1 FOR, 1 AGAINST |
| NMI HOLDINGS INC. | May 8, 2025 | Advisory approval of NMI Holdings, Inc.'s executive compensation. Say-on-Pay |
Board | For | FOR 9 funds |
Split 4 FOR, 1 AGAINST |
| NORTHWEST BANCSHARES INC. | April 17, 2025 | An advisory, non-binding resolution to approve the executive compensation described in the Proxy Statement. Say-on-Pay |
Board | For | FOR 9 funds |
Split 1 FOR, 2 AGAINST |
| NORWEGIAN CRUISE LINE HOLDINGS LTD. | June 12, 2025 | Election of Class III Directors: Harry C. Curtis Director Elections |
Board | For | FOR 12 funds |
Split 2 FOR, 1 AGAINST |
| NORWOOD FINANCIAL CORP. | April 22, 2025 | Election of Directors: Alexandra K. Nolan Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 2 WITHHOLD |
| NORWOOD FINANCIAL CORP. | April 22, 2025 | Election of Directors: Dr. Andrew A. Forte Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 2 WITHHOLD |
| NUCOR CORP. | May 8, 2025 | Approval, on an advisory basis, of Nucor's named executive officer compensation in 2024 Say-on-Pay |
Board | For | FOR 15 funds |
Split 4 FOR, 2 AGAINST |
| NUTANIX INC. | December 13, 2024 | Approval, on a non-binding advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 11 funds |
Split 3 FOR, 2 AGAINST |
| NUVALENT INC. | June 18, 2025 | Election of the following nominees as Class I directors: Anna Protopapas Director Elections |
Board | For | FOR 6 funds |
Split 3 FOR, 1 WITHHOLD |
| NUVALENT INC. | June 18, 2025 | To approve, on an advisory basis, the compensation paid to our named executive officers. Say-on-Pay |
Board | For | AGAINST 7 funds |
Split 1 FOR, 3 AGAINST |
| NUVATION BIO INC. | September 3, 2024 | To approve conversion of the Company's Series A Non-Voting Convertible Preferred Stock to the Company's Class A Common Stock. Capital Structure |
Board | For | FOR 4 funds |
Split 1 FOR, 1 AGAINST |
| NVENT ELECTRIC PLC | May 16, 2025 | By Separate Resolutions, Election of Director Nominees: Michael L. Ducker Director Elections |
Board | For | FOR 13 funds |
Split 5 FOR, 1 AGAINST |
| NVIDIA | June 25, 2025 | Advisory approval of our executive compensation. Say-on-Pay |
Board | For | FOR 19 funds |
Split 19 FOR, 1 AGAINST |
| NVIDIA | June 25, 2025 | Ratification of the selection of PricewaterhouseCoopers LLP as our independent registered public accounting firm for fiscal year 2026. Audit-related |
Board | For | FOR 16 funds |
Split 18 FOR, 1 AGAINST |
| NVIDIA CORP. | June 25, 2025 | Election of Directors: Aarti Shah Director Elections |
Board | For | AGAINST 16 funds |
Split 15 FOR, 2 AGAINST |
| NVIDIA CORP. | June 25, 2025 | Election of Directors: Stephen C. Neal Director Elections |
Board | For | FOR 16 funds |
Split 16 FOR, 1 AGAINST |
| NVR INC. | May 6, 2025 | Advisory vote to approve compensation paid to certain executive officers. Say-on-Pay |
Board | For | FOR 14 funds |
Split 5 FOR, 1 AGAINST |
| NVR INC. | May 6, 2025 | Election of Directors: Alfred E. Festa Director Elections |
Board | For | AGAINST 13 funds |
Split 5 FOR, 1 AGAINST |
| NVR INC. | May 6, 2025 | Election of Directors: C. E. Andrews Director Elections |
Board | For | FOR 13 funds |
Split 5 FOR, 1 AGAINST |
| NVR INC. | May 6, 2025 | Ratification of appointment of KPMG LLP as independent auditor for the year ending December 31, 2025. Shareholder Rights and Defenses |
Board | For | FOR 13 funds |
Split 5 FOR, 1 AGAINST |
| NXP SEMICONDUCTORS N.V. | June 11, 2025 | Non-binding, advisory vote to approve Named Executive Officer compensation Say-on-Pay |
Board | For | FOR 11 funds |
Split 8 FOR, 2 AGAINST |
| O'REILLY AUTOMOTIVE INC. | May 15, 2025 | Election of Director Nominees: Dana M. Perlman Director Elections |
Board | For | FOR 14 funds |
Split 4 FOR, 2 AGAINST |
| O-I GLASS INC. | May 14, 2025 | To approve, by advisory vote, the Company's named executive officer compensation. Say-on-Pay |
Board | For | FOR 8 funds |
Split 2 FOR, 2 AGAINST |
| OCCIDENTAL PETROLEUM CORP. | May 2, 2025 | Advisory Vote to Approve Named Executive Officer Compensation Say-on-Pay |
Board | For | FOR 15 funds |
Split 5 FOR, 3 AGAINST |
| OCCIDENTAL PETROLEUM CORP. | May 2, 2025 | Approval of Occidental's Amended and Restated 2015 Long-Term Incentive Plan Compensation |
Board | For | FOR 12 funds |
Split 5 FOR, 3 AGAINST |
| OCCIDENTAL PETROLEUM CORP. | May 2, 2025 | Election of Directors: Avedick B. Poladian Director Elections |
Board | For | FOR 12 funds |
Split 7 FOR, 1 AGAINST |
| OCCIDENTAL PETROLEUM CORP. | May 2, 2025 | Ratification of Selection of KPMG as Occidental's Independent Auditor Audit-related |
Board | For | FOR 12 funds |
Split 7 FOR, 1 AGAINST |
| OCEANEERING INTERNATIONAL INC. | May 9, 2025 | Election of Directors: M. Kevin McEvoy Director Elections |
Board | For | FOR 8 funds |
Split 5 FOR, 1 WITHHOLD |
| OCEANEERING INTERNATIONAL INC. | May 9, 2025 | Election of Directors: Paul B. Murphy, Jr. Director Elections |
Board | For | FOR 8 funds |
Split 5 FOR, 1 WITHHOLD |
| ODP CORP. | May 1, 2025 | To approve, in a non-binding, advisory vote, The ODP Corporation's executive compensation. Say-on-Pay |
Board | For | FOR 8 funds |
Split 2 FOR, 2 AGAINST |
| OIL STATES INTERNATIONAL INC. | May 13, 2025 | TO APPROVE, ON AN ADVISORY BASIS, THE COMPANY'S EXECUTIVE COMPENSATION. Say-on-Pay |
Board | For | FOR 6 funds |
Split 2 FOR, 2 AGAINST |
| OKTA INC. | June 24, 2025 | To approve, on an advisory non-binding basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 15 funds |
Split 3 FOR, 1 AGAINST |
| OLD REPUBLIC INTERNATIONAL CORP. | May 22, 2025 | Election of Class 2 Directors: Lisa J. Caldwell Director Elections |
Board | For | FOR 12 funds |
Split 4 FOR, 1 AGAINST |
| OLEMA PHARMACEUTICALS INC. | June 10, 2025 | Approval, on an advisory basis, of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 4 funds |
Split 2 FOR, 2 AGAINST |
| OLO INC. | June 12, 2025 | To approve, on a non-binding advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
Split 2 FOR, 2 AGAINST |
| OMNIAB INC. | June 17, 2025 | Election of Directors: Carolyn R. Bertozzi, Ph.D. Director Elections |
Board | For | FOR 5 funds |
Split 2 FOR, 2 WITHHOLD |
| OMNIAB INC. | June 17, 2025 | Election of Directors: John Higgins Director Elections |
Board | For | FOR 5 funds |
Split 1 FOR, 3 WITHHOLD |
| OMNICELL INC. | May 21, 2025 | Proposal to elect Class III Directors to hold office until the 2028 Annual Meeting of Stockholders: Edward P. Bousa Director Elections |
Board | For | FOR 7 funds |
Split 2 FOR, 2 WITHHOLD |
| OMNICOM GROUP INC. | May 6, 2025 | Advisory resolution to approve executive compensation. Say-on-Pay |
Board | For | FOR 16 funds |
Split 5 FOR, 2 AGAINST |
| ON SEMICON | May 15, 2025 | Advisory vote to approve the compensation of our named executive officers (Say-on-Pay). Say-on-Pay |
Board | Not determined | FOR 15 funds |
Split 9 FOR, 2 AGAINST |
| ON SEMICON | May 15, 2025 | To elect eight directors nominated by our Board of Directors: Paul A. Mascarenas Director Elections |
Board | Not determined | FOR 13 funds |
Split 10 FOR, 1 AGAINST |
| ON24 INC. | June 20, 2025 | Election of Directors: Anthony Zingale Director Elections |
Board | For | FOR 4 funds |
Split 1 FOR, 3 WITHHOLD |
| ON24 INC. | June 20, 2025 | Election of Directors: Ronald Mitchell Director Elections |
Board | For | FOR 4 funds |
Split 2 FOR, 2 WITHHOLD |
| ONE LIBERTY PROPERTIES INC. | June 5, 2025 | A proposal to approve the Company's 2025 Incentive Plan. Compensation |
Board | For | FOR 4 funds |
Split 1 FOR, 1 AGAINST |
| ONESPAN INC. | June 6, 2025 | To elect seven directors to serve on the Board of Directors: Marianne Johnson Director Elections |
Board | For | FOR 5 funds |
Split 3 FOR, 1 AGAINST |
| ONESPAWORLD HOLDINGS LTD. | June 9, 2025 | Election of Directors: Glenn J. Fusfield Director Elections |
Board | For | WITHHOLD 5 funds |
Split 4 FOR, 2 WITHHOLD |
| ONESPAWORLD HOLDINGS LTD. | June 9, 2025 | Election of Directors: Maryam Banikarim Director Elections |
Board | For | FOR 5 funds |
Split 5 FOR, 1 WITHHOLD |
| ONEWATER MARINE INC. | February 20, 2025 | Election of Directors: Christopher W. Bodine Director Elections |
Board | For | FOR 4 funds |
Split 1 FOR, 1 AGAINST |
| ONITY GROUP INC. | May 21, 2025 | Approval, on an advisory basis, of the compensation of the named executive officers, as disclosed in the accompanying Proxy Statement. Say-on-Pay |
Board | For | FOR 3 funds |
Split 1 FOR, 2 AGAINST |
| OPEN LENDING CORP. | May 21, 2025 | To elect two Class II directors for a three-year term: Blair J. Greenberg Director Elections |
Board | For | FOR 4 funds |
Split 1 FOR, 2 WITHHOLD |
| OPTIMIZERX CORP. | June 11, 2025 | Advisory (non-binding) approval of the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 3 funds |
Split 1 FOR, 1 AGAINST |
| ORACLE CORP. | November 14, 2024 | Advisory Vote to Approve the Compensation of our Named Executive Officers. Say-on-Pay |
Board | For | AGAINST 16 funds |
Split 1 FOR, 1 AGAINST |
| ORANGE COUNTY BANCORP INC. | May 20, 2025 | Election of Directors: Kevin Keane (three-year term) Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 1 WITHHOLD |
| ORASURE TECHNOLOGIES INC. | May 14, 2025 | Advisory (Non-Binding) Vote to Approve Executive Compensation. Say-on-Pay |
Board | For | FOR 4 funds |
Split 3 FOR, 2 AGAINST |
| ORASURE TECHNOLOGIES INC. | May 14, 2025 | Approval of Amendment and Restatement of the Company's Stock Award Plan to Increase the Shares Authorized for Issuance Thereunder. Compensation |
Board | For | FOR 3 funds |
Split 4 FOR, 1 AGAINST |
| ORIC PHARMACEUTICALS INC. | June 11, 2025 | Election of Directors: Angie You, Ph.D. Director Elections |
Board | For | FOR 4 funds |
Split 1 FOR, 2 WITHHOLD |
| ORIC PHARMACEUTICALS INC. | June 11, 2025 | Election of Directors: Steven L. Hoerter Director Elections |
Board | For | FOR 4 funds |
Split 2 FOR, 1 WITHHOLD |
| ORIGIN BANCORP INC. | April 23, 2025 | Approve, on a non-binding advisory basis, the compensation of our named executive officers (the "Say-on-Pay Proposal.") Say-on-Pay |
Board | For | FOR 5 funds |
Split 3 FOR, 1 AGAINST |
| ORTHOFIX MEDICAL INC. | June 18, 2025 | Election of Directors: Vickie L. Capps Director Elections |
Board | For | FOR 5 funds |
Split 2 FOR, 2 AGAINST |
| OSHKOSH CORP. | May 6, 2025 | Approval, by advisory vote, of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 12 funds |
Split 5 FOR, 4 AGAINST |
| OTIS WORLDWIDE CORP. | May 15, 2025 | Advisory Vote to Approve Executive Compensation Say-on-Pay |
Board | For | AGAINST 15 funds |
Split 5 FOR, 4 AGAINST |
| OUTFRONT MEDIA INC. | June 3, 2025 | Election of Director Nominees: Angela Courtin Director Elections |
Board | For | FOR 9 funds |
Split 1 FOR, 2 AGAINST |
| OVINTIV INC. | May 1, 2025 | Election of the 11 Director Nominees Named in the Proxy Statement: Peter A. Dea Director Elections |
Board | For | FOR 12 funds |
Split 5 FOR, 2 AGAINST |
| P.A.M. TRANSPORTATION SERVICES INC. | October 31, 2024 | Election of Directors: W. Scott Davis Director Elections |
Board | For | WITHHOLD 2 funds |
Split 2 FOR, 1 WITHHOLD |
| P.A.M. TRANSPORTATION SERVICES INC. | October 31, 2024 | To approve an increase in the number of authorized shares of common stock from 50,000,000 to 100,000,000 in the proposed Nevada Articles of Incorporation (Implementation of this Proposal 4 is conditioned upon the approval of Proposal 3). Capital Structure |
Board | For | AGAINST 2 funds |
Split 1 FOR, 2 AGAINST |
| PACCAR INC. | April 29, 2025 | Election of director nominees to serve for one-year terms: Mark A. Schulz Director Elections |
Board | For | FOR 12 funds |
Split 5 FOR, 2 AGAINST |
| PACIFIC BIOSCIENCES OF CALIFORNIA INC. | June 4, 2025 | Election of Directors: William Ericson Director Elections |
Board | For | FOR 4 funds |
Split 2 FOR, 2 AGAINST |
| PACIFIC BIOSCIENCES OF CALIFORNIA INC. | June 4, 2025 | To approve the amendment of our 2020 Equity Incentive Plan. Compensation |
Board | For | FOR 4 funds |
Split 1 FOR, 3 AGAINST |
| PACIFIC BIOSCIENCES OF CALIFORNIA INC. | June 4, 2025 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
Split 2 FOR, 3 AGAINST |
| PACIRA BIOSCIENCES INC. | June 10, 2025 | Approval of our Amended and Restated 2011 Stock Incentive Plan. Compensation |
Board | For | FOR 8 funds |
Split 1 FOR, 3 AGAINST |
| PACIRA BIOSCIENCES INC. | June 10, 2025 | Approval, on an advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 9 funds |
Split 1 FOR, 3 AGAINST |
| PACKAGING CORPORATION OF AMERICA | May 7, 2025 | Election of Directors: Cheryl K. Beebe Director Elections |
Board | For | FOR 15 funds |
Split 8 FOR, 1 AGAINST |
| PACKAGING CORPORATION OF AMERICA | May 7, 2025 | Election of Directors: Roger B. Porter Director Elections |
Board | For | FOR 15 funds |
Split 8 FOR, 1 AGAINST |
| PACKAGING CORPORATION OF AMERICA | May 7, 2025 | Election of Directors: Samuel M. Mencoff Director Elections |
Board | For | FOR 15 funds |
Split 8 FOR, 1 AGAINST |
| PACKAGING CORPORATION OF AMERICA | May 7, 2025 | Proposal to approve our executive compensation. Say-on-Pay |
Board | For | FOR 17 funds |
Split 7 FOR, 3 AGAINST |
| PALO ALTO NETWORKS INC. | December 10, 2024 | Election of Class I Directors: Nir Zuk Director Elections |
Board | For | FOR 14 funds |
Split 5 FOR, 2 AGAINST |
| PALO ALTO NETWORKS INC. | December 10, 2024 | Election of Class I Directors: Right Honorable Sir John Key Director Elections |
Board | For | AGAINST 14 funds |
Split 5 FOR, 2 AGAINST |
| PALO ALTO NETWORKS INC. | December 10, 2024 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 16 funds |
Split 3 FOR, 5 AGAINST |
| PANGAEA LOGISTICS SOLUTIONS LTD. | August 8, 2024 | To approve the Pangaea Logistics Solutions Ltd. Amended and Restated 2014 Equity Incentive Plan. Compensation |
Board | For | FOR 2 funds |
Split 1 FOR, 1 AGAINST |
| PANGAEA LOGISTICS SOLUTIONS LTD. | May 8, 2025 | Election of Class II Directors: Carl Claus Boggild Director Elections |
Board | For | AGAINST 2 funds |
Split 1 FOR, 1 AGAINST |
| PAPA JOHN'S INTERNATIONAL INC. | May 1, 2025 | Approval of the First Amendment to the Papa John's International, Inc. 2018 Omnibus Incentive Plan to increase the amount of shares reserved for issuance by 4,900,000 shares. Compensation |
Board | For | FOR 7 funds |
Split 3 FOR, 1 AGAINST |
| PAR TECHNOLOGY CORP. | June 2, 2025 | Election of Directors: Cynthia A. Russo Director Elections |
Board | For | FOR 4 funds |
Split 2 FOR, 2 WITHHOLD |
| PAR TECHNOLOGY CORP. | June 2, 2025 | Election of Directors: James C. Stoffel Director Elections |
Board | For | FOR 4 funds |
Split 2 FOR, 2 WITHHOLD |
| PAR TECHNOLOGY CORP. | June 2, 2025 | Election of Directors: Linda M. Crawford Director Elections |
Board | For | FOR 4 funds |
Split 2 FOR, 2 WITHHOLD |
| PAR TECHNOLOGY CORP. | June 2, 2025 | Election of Directors: Narinder Singh Director Elections |
Board | For | FOR 4 funds |
Split 2 FOR, 2 WITHHOLD |
| PAR TECHNOLOGY CORP. | June 2, 2025 | Non-binding advisory vote to approve the compensation of the Company's Named Executive Officers ("Say-on-Pay Vote"). Say-on-Pay |
Board | For | AGAINST 5 funds |
Split 1 FOR, 3 AGAINST |
| PARAGON 28 INC. | April 17, 2025 | To approve, by advisory (non-binding) vote, the compensation that may be paid or become payable to the Company's named executive officers in connection with the consummation of the merger. Say-on-Pay |
Board | For | AGAINST 5 funds |
Split 1 FOR, 1 AGAINST |
| PARK AEROSPACE CORP. | July 18, 2024 | Election of Directors: Dale Blanchfield Director Elections |
Board | For | FOR 2 funds |
Split 2 FOR, 1 AGAINST |
| PARK AEROSPACE CORP. | July 18, 2024 | Election of Directors: Steven T. Warshaw Director Elections |
Board | For | FOR 2 funds |
Split 2 FOR, 1 AGAINST |
| PARK-OHIO HOLDINGS CORP. | May 15, 2025 | Election of Directors: John D. Grampa Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 2 WITHHOLD |
| PARK-OHIO HOLDINGS CORP. | May 15, 2025 | Election of Directors: Steven H. Rosen Director Elections |
Board | For | WITHHOLD 2 funds |
Split 1 FOR, 2 WITHHOLD |
| PARK-OHIO HOLDINGS CORP. | May 15, 2025 | To approve the Amendment and Restatement of the Park-Ohio Holdings Corp. 2021 Equity and Incentive Compensation Plan, the terms of which are described in the accompanying Proxy Statement. Compensation |
Board | For | FOR 2 funds |
Split 1 FOR, 2 AGAINST |
| PATTERSON- | June 5, 2025 | Approval, on an advisory basis, of Patterson-UTI's compensation of its named executive officers. Say-on-Pay |
Board | Not determined | AGAINST 10 funds |
Split 3 FOR, 1 AGAINST |
| PAYCHEX INC. | October 10, 2024 | Election of Directors: Pamela A. Joseph Director Elections |
Board | For | FOR 15 funds |
Split 7 FOR, 2 AGAINST |
| PAYCOM SOFTWARE INC. | May 5, 2025 | Election of Class III Directors: Chad Richison Director Elections |
Board | For | FOR 15 funds |
Split 1 FOR, 2 AGAINST |
| PAYPAL HOLDINGS INC. | June 5, 2025 | Approval of the PayPal Holdings, Inc. 2015 Equity Incentive Award Plan, as Amended and Restated. Compensation |
Board | For | FOR 14 funds |
Split 3 FOR, 5 AGAINST |
| PBF ENERGY INC. | April 29, 2025 | An advisory vote on the 2024 compensation of the named executive officers. Say-on-Pay |
Board | For | FOR 9 funds |
Split 3 FOR, 2 AGAINST |
| PBF ENERGY INC. | April 29, 2025 | Election of Directors: Spencer Abraham Director Elections |
Board | For | FOR 8 funds |
Split 3 FOR, 2 AGAINST |
| PEAPACK-GLADSTONE FINANCIAL CORP. | April 29, 2025 | To approve on a non-binding basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
Split 3 FOR, 2 AGAINST |
| PEGASYSTEMS INC. | June 17, 2025 | To approve the amended and restated Pegasystems Inc. 2004 Long-Term Incentive Plan. Compensation |
Board | For | AGAINST 7 funds |
Split 1 FOR, 5 AGAINST |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 25, 2026 from SEC Form N-PX filings.