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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 itemsSame DifferSplit (not in %)Same position Fund-level
All ballot items 16,63313,938588 2,10796.0%91.7%
Board proposals 15,53713,288525 1,72496.2%92.3%
E&S shareholder proposals 2501541 9599.4%90.9%
Other items 84649662 28888.9%81.1%

Where they did not vote alike

Everything Voted differently Split votes

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

2,107 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 SchwabLincoln Financial
LEGACY HOUSING CORP. December 4, 2024 Election of Directors: Kenneth E. Shipley
Director Elections
Board For FOR
4 funds
Split
1 FOR, 1 AGAINST
LEGALZOOM.COM INC. June 3, 2025 Election of Directors: Neil Tolaney
Director Elections
Board For FOR
5 funds
Split
2 FOR, 3 WITHHOLD
LEIDOS HOLDINGS INC. May 2, 2025 Approve, by an advisory vote, executive compensation.
Say-on-Pay
Board For FOR
14 funds
Split
8 FOR, 1 AGAINST
LEMAITRE VASCULAR INC. June 2, 2025 Election of Directors: David B. Roberts
Director Elections
Board For FOR
4 funds
Split
1 FOR, 3 WITHHOLD
LEMAITRE VASCULAR INC. June 2, 2025 Election of Directors: George W. LeMaitre
Director Elections
Board For FOR
4 funds
Split
2 FOR, 2 WITHHOLD
LEMAITRE VASCULAR INC. June 2, 2025 Election of Directors: Martha Shadan
Director Elections
Board For FOR
4 funds
Split
2 FOR, 2 WITHHOLD
LENNAR CORP. April 9, 2025 Approval, on an advisory basis, of the compensation of our named executive officers.
Say-on-Pay
Board For AGAINST
14 funds
Split
3 FOR, 3 AGAINST
LENNAR CORP. April 9, 2025 Elect 10 directors to serve until the 2026 Annual Meeting of Stockholders: Amy Banse
Director Elections
Board For AGAINST
13 funds
Split
4 FOR, 2 AGAINST
LENNAR CORP. April 9, 2025 Elect 10 directors to serve until the 2026 Annual Meeting of Stockholders: Armando Olivera
Director Elections
Board For FOR
13 funds
Split
5 FOR, 1 AGAINST
LENNAR CORP. April 9, 2025 Elect 10 directors to serve until the 2026 Annual Meeting of Stockholders: Dacona Smith
Director Elections
Board For FOR
13 funds
Split
4 FOR, 2 AGAINST
LENNAR CORP. April 9, 2025 Elect 10 directors to serve until the 2026 Annual Meeting of Stockholders: Jeffrey Sonnenfeld
Director Elections
Board For AGAINST
13 funds
Split
1 FOR, 5 AGAINST
LENNAR CORP. April 9, 2025 Elect 10 directors to serve until the 2026 Annual Meeting of Stockholders: Stuart Miller
Director Elections
Board For FOR
13 funds
Split
3 FOR, 3 AGAINST
LENNAR CORP. April 9, 2025 Elect 10 directors to serve until the 2026 Annual Meeting of Stockholders: Teri P. McClure
Director Elections
Board For AGAINST
13 funds
Split
3 FOR, 3 AGAINST
LENNAR CORP. April 9, 2025 Elect 10 directors to serve until the 2026 Annual Meeting of Stockholders: Theron (Tig) Gilliam
Director Elections
Board For AGAINST
13 funds
Split
4 FOR, 2 AGAINST
LIFE360 INC. May 27, 2025 Non-binding, advisory vote to approve named executive officer compensation.
Say-on-Pay
Board For FOR
3 funds
Split
2 FOR, 1 AGAINST
LIFETIME BRANDS INC. June 18, 2025 ELECTION OF DIRECTORS: Cherrie Nanninga
Director Elections
Board For FOR
2 funds
Split
1 FOR, 1 AGAINST
LIFETIME BRANDS INC. June 18, 2025 ELECTION OF DIRECTORS: Craig Phillips
Director Elections
Board For AGAINST
2 funds
Split
1 FOR, 1 AGAINST
LIFETIME BRANDS INC. June 18, 2025 TO APPROVE, ON A NON-BINDING ADVISORY BASIS, THE 2024 COMPENSATION OF THE COMPANY'S NAMED EXECUTIVE OFFICERS.
Say-on-Pay
Board For FOR
3 funds
Split
1 FOR, 1 AGAINST
LIGHT & WONDER INC. June 10, 2025 To approve an amendment and restatement of the Company's 2003 Incentive Compensation Plan to increase the number of shares of stock authorized for issuance thereunder.
Compensation
Board For FOR
13 funds
Split
1 FOR, 4 AGAINST
LIMONEIRA CO. April 9, 2025 To vote on an advisory resolution to approve the compensation of the Named Executive Officers as disclosed in this proxy statement ("Proposal 2").
Say-on-Pay
Board For FOR
3 funds
Split
1 FOR, 1 AGAINST
LINDBLAD EXPEDITIONS HOLDINGS INC. June 4, 2025 The approval of an amendment to the Lindblad Expeditions Holdings, Inc. 2021 Long-Term Incentive Plan.
Compensation
Board For FOR
5 funds
Split
1 FOR, 2 AGAINST
LINDBLAD EXPEDITIONS HOLDINGS INC. June 4, 2025 The approval, on an advisory basis, of the 2024 compensation of our named executive officers.
Say-on-Pay
Board For FOR
7 funds
Split
1 FOR, 2 AGAINST
LINDE PLC July 30, 2024 Election of Directors: Dr. Thomas Enders
Director Elections
Board For FOR
14 funds
Split
9 FOR, 1 AGAINST
LINDE PLC July 30, 2024 Election of Directors: Joe Kaeser
Director Elections
Board For FOR
14 funds
Split
7 FOR, 3 AGAINST
LINDE PLC July 30, 2024 Election of Directors: Prof. DDr. Ann-Kristin Achleitner
Director Elections
Board For FOR
14 funds
Split
8 FOR, 2 AGAINST
LINEAGE CELL THERAPEUTICS INC. June 26, 2025 To approve, on an advisory basis, the compensation paid to our named executive officers.
Say-on-Pay
Board For FOR
3 funds
Split
1 FOR, 1 AGAINST
LITHIA MOTORS INC. April 24, 2025 To approve, by an advisory vote, named executive officer compensation.
Say-on-Pay
Board For FOR
14 funds
Split
1 FOR, 2 AGAINST
LITTELFUSE INC. April 24, 2025 Approve, on an advisory basis, the compensation of the Company's named executive officers.
Say-on-Pay
Board For FOR
14 funds
Split
2 FOR, 2 AGAINST
LITTELFUSE INC. April 24, 2025 Election of Directors: Tzau-Jin Chung
Director Elections
Board For FOR
12 funds
Split
2 FOR, 2 AGAINST
LIVERAMP HOLDINGS INC. August 13, 2024 Approval of an increase in the number of shares available for issuance under the Company's Amended and Restated 2005 Equity Compensation Plan.
Compensation
Board For AGAINST
8 funds
Split
2 FOR, 3 AGAINST
LIVERAMP HOLDINGS INC. August 13, 2024 Election of Directors: John L. Battelle
Director Elections
Board For FOR
8 funds
Split
4 FOR, 1 AGAINST
LKQ CORP. May 7, 2025 Approval, on an advisory basis, of the compensation of our named executive officers.
Say-on-Pay
Board For FOR
16 funds
Split
4 FOR, 1 AGAINST
LKQ CORP. May 7, 2025 Election of Directors: Jody G. Miller
Director Elections
Board For FOR
14 funds
Split
4 FOR, 1 AGAINST
LKQ CORP. May 7, 2025 Election of Directors: John W. Mendel
Director Elections
Board For FOR
14 funds
Split
4 FOR, 1 AGAINST
LOEWS CORP. May 13, 2025 Approve the Loews Corporation 2025 Incentive Compensation Plan
Compensation
Board For FOR
14 funds
Split
3 FOR, 2 AGAINST
LOEWS CORP. May 13, 2025 Election of Directors: Ann E. Berman
Director Elections
Board For FOR
14 funds
Split
4 FOR, 1 AGAINST
LOEWS CORP. May 13, 2025 Election of Directors: Charles M. Diker
Director Elections
Board For FOR
14 funds
Split
4 FOR, 1 AGAINST
LOEWS CORP. May 13, 2025 Election of Directors: Paul J. Fribourg
Director Elections
Board For FOR
14 funds
Split
4 FOR, 1 AGAINST
LOEWS CORP. May 13, 2025 Election of Directors: Walter L. Harris
Director Elections
Board For FOR
14 funds
Split
4 FOR, 1 AGAINST
LOUISIANA-PACIFIC CORP. May 8, 2025 Election of Class I Directors: Dustan E. McCoy
Director Elections
Board For FOR
12 funds
Split
6 FOR, 2 AGAINST
LOUISIANA-PACIFIC CORP. May 8, 2025 Election of Class I Directors: Lizanne C. Gottung
Director Elections
Board For FOR
12 funds
Split
5 FOR, 3 AGAINST
LOVESAC CO. June 10, 2025 To provide advisory approval of the Company's fiscal 2025 compensation for its named executive officers.
Say-on-Pay
Board For AGAINST
3 funds
Split
1 FOR, 2 AGAINST
LOWE'S COMPANIES INC. May 30, 2025 Advisory vote to approve the Company's named executive officer compensation in fiscal 2024.
Say-on-Pay
Board For FOR
14 funds
Split
14 FOR, 1 AGAINST
LOWE'S COMPANIES INC. May 30, 2025 Ratification of the appointment of Deloitte & Touche LLP as the Company's independent registered public accounting firm for fiscal 2025.
Audit-related
Board For FOR
12 funds
Split
13 FOR, 1 AGAINST
LUMEN TECHNOLOGIES INC. May 13, 2025 Advisory vote to approve executive compensation.
Shareholder Rights and Defenses
Board For FOR
11 funds
Split
4 FOR, 1 AGAINST
LUMENTUM HOLDINGS INC. November 20, 2024 To approve the Amended and Restated 2015 Equity Incentive Plan.
Compensation
Board For FOR
8 funds
Split
1 FOR, 2 AGAINST
LYFT INC. June 5, 2025 The approval of, on an advisory basis, the compensation of our named executive officers.
Say-on-Pay
Board Contested FOR
11 funds
Split
3 FOR, 1 AGAINST
LYONDELLBASELL INDUSTRIES NV May 23, 2025 Election of Directors: Jacques Aigrain
Director Elections
Board For FOR
14 funds
Split
3 FOR, 1 AGAINST
M/I HOMES INC. May 14, 2025 A non-binding, advisory resolution to approve the compensation of the named executive officers of M/I Homes, Inc.
Say-on-Pay
Board For FOR
10 funds
Split
3 FOR, 2 AGAINST
MACROGENICS INC. May 21, 2025 To approve, on an advisory basis, the compensation of the Company's named executive officers as disclosed in the proxy materials.
Say-on-Pay
Board For FOR
5 funds
Split
1 FOR, 2 AGAINST
MADISON SQUARE GARDEN ENTERTAINMENT CORP June 9, 2025 Approval of the redomestication of the Company to the State of Nevada by conversion.
Capital Structure
Board For AGAINST
5 funds
Split
1 FOR, 4 AGAINST
MADRIGAL PHARMACEUTICALS INC. June 20, 2025 Re-election of Class III directors: Julian Baker
Director Elections
Board For FOR
7 funds
Split
1 FOR, 3 WITHHOLD
MADRIGAL PHARMACEUTICALS INC. June 20, 2025 Re-election of Class III directors: Raymond Cheong, M.D., Ph.D.
Director Elections
Board For FOR
7 funds
Split
2 FOR, 2 WITHHOLD
MADRIGAL PHARMACEUTICALS INC. June 20, 2025 Re-election of Class III directors: Richard Levy, M.D.
Director Elections
Board For FOR
7 funds
Split
2 FOR, 2 WITHHOLD
MAGNOLIA O May 7, 2025 Election of Directors: Arcilia C. Acosta
Director Elections
Board Not determined FOR
7 funds
Split
5 FOR, 1 WITHHOLD
MANHATTAN ASSOCIATES INC. May 13, 2025 Election of Directors: Kimberly A. Kuryea
Director Elections
Board For FOR
13 funds
Split
4 FOR, 6 AGAINST
MANHATTAN ASSOCIATES INC. May 13, 2025 Election of Directors: Thomas E. Noonan
Director Elections
Board For FOR
13 funds
Split
3 FOR, 7 AGAINST
MANITOWOC COMPANY INC. May 6, 2025 An advisory vote to approve the compensation of the Company's named executive officers.
Say-on-Pay
Board For FOR
8 funds
Split
1 FOR, 2 AGAINST
MANPOWERGROUP INC. May 2, 2025 Advisory vote on approval of the compensation of our named executive officers.
Say-on-Pay
Board For FOR
9 funds
Split
4 FOR, 1 AGAINST
MAPLEBEAR INC. May 22, 2025 To approve, on a non-binding, advisory basis, the compensation of our named executive officers.
Say-on-Pay
Board For AGAINST
12 funds
Split
2 FOR, 3 AGAINST
MAPLEBEAR INC. May 22, 2025 To elect the following Class II director nominees: Daniel Sundheim
Director Elections
Board For FOR
11 funds
Split
4 FOR, 1 WITHHOLD
MAPLEBEAR INC. May 22, 2025 To elect the following Class II director nominees: Ravi Gupta
Director Elections
Board For FOR
11 funds
Split
2 FOR, 3 WITHHOLD
MARATHON OIL CORP. August 29, 2024 To approve, by a non-binding advisory vote, certain compensation that may be paid or become payable to Marathon Oil's named executive officers that is based on or otherwise relates to the merger contemplated by the merger agreement.
Say-on-Pay
Board For FOR
16 funds
Split
2 FOR, 5 AGAINST
MARAVAI LIFESCIENCES HOLDINGS INC. May 22, 2025 To approve, on a non-binding advisory basis, the compensation of Maravai's named executive officers.
Say-on-Pay
Board For AGAINST
5 funds
Split
1 FOR, 3 AGAINST
MARAVAI LIFESCIENCES HOLDINGS INC. May 22, 2025 To elect four nominees to the Board of Directors (3-year term expiring in 2028): Jessica Hopfield, PhD
Director Elections
Board For FOR
4 funds
Split
1 FOR, 3 WITHHOLD
MARAVAI LIFESCIENCES HOLDINGS INC. May 22, 2025 To elect four nominees to the Board of Directors (3-year term expiring in 2028): John DeFord, PhD
Director Elections
Board For FOR
4 funds
Split
2 FOR, 2 WITHHOLD
MARAVAI LIFESCIENCES HOLDINGS INC. May 22, 2025 To elect four nominees to the Board of Directors (3-year term expiring in 2028): Murali K. Prahalad, PhD
Director Elections
Board For FOR
4 funds
Split
1 FOR, 3 WITHHOLD
MARSH & MCLENNAN COMPANIES INC. May 15, 2025 Approval of the Marsh & McLennan Companies, Inc. Amended and Restated 2020 Incentive and Stock Award Plan
Compensation
Board For FOR
14 funds
Split
7 FOR, 2 AGAINST
MARSH & MCLENNAN COMPANIES INC. May 15, 2025 Election of Directors: Morton O. Schapiro
Director Elections
Board For FOR
14 funds
Split
7 FOR, 1 AGAINST
MARTEN TRANSPORT LTD. May 6, 2025 Election of Directors: Jerry M. Bauer
Director Elections
Board For FOR
7 funds
Split
3 FOR, 1 WITHHOLD
MARTEN TRANSPORT LTD. May 6, 2025 Election of Directors: Larry B. Hagness
Director Elections
Board For FOR
7 funds
Split
3 FOR, 1 WITHHOLD
MARTEN TRANSPORT LTD. May 6, 2025 Election of Directors: Robert L. Demorest
Director Elections
Board For FOR
7 funds
Split
3 FOR, 1 WITHHOLD
MARVELL TECHNOLOGY INC. June 13, 2025 An advisory (non-binding) vote to approve compensation of our named executive officers.
Say-on-Pay
Board For FOR
12 funds
Split
6 FOR, 4 AGAINST
MASCO CORP. May 9, 2025 To approve, by non-binding advisory vote, the compensation paid to the Company's named executive officers, as disclosed pursuant to the compensation disclosure rules of the SEC, including the Compensation Discussion and Analysis, the compensation tables and the related materials disclosed in the Proxy Statement.
Say-on-Pay
Board For FOR
17 funds
Split
6 FOR, 1 AGAINST
MASTEC INC. May 22, 2025 Approval of a non-binding advisory resolution regarding the compensation of our named executive officers.
Say-on-Pay
Board For FOR
13 funds
Split
3 FOR, 3 AGAINST
MASTERCARD June 24, 2025 Ratification of the appointment of PricewaterhouseCoopers LLP as the independent registered public accounting firm for Mastercard for 2025
Audit-related
Board For FOR
13 funds
Split
13 FOR, 1 AGAINST
MASTERCARD INC. June 24, 2025 ELECTION OF DIRECTORS TO SERVE ON THE BOARD OF DIRECTORS: Julius Genachowski
Director Elections
Board For FOR
13 funds
Split
12 FOR, 1 AGAINST
MASTERCARD INC. June 24, 2025 ELECTION OF DIRECTORS TO SERVE ON THE BOARD OF DIRECTORS: Oki Matsumoto
Director Elections
Board For FOR
13 funds
Split
12 FOR, 1 AGAINST
MATADOR RESOURCES CO. June 12, 2025 Election of Director Nominees: R. Gaines Baty
Director Elections
Board For FOR
15 funds
Split
6 FOR, 3 AGAINST
MATADOR RESOURCES CO. June 12, 2025 Election of Director Nominees: Shelley F. Appel
Director Elections
Board For FOR
15 funds
Split
7 FOR, 2 AGAINST
MATADOR RESOURCES CO. June 12, 2025 Election of Director Nominees: Susan M. Ward
Director Elections
Board For FOR
15 funds
Split
7 FOR, 2 AGAINST
MATCH GROUP INC. June 18, 2025 ELECTION OF DIRECTORS: Melissa Brenner
Director Elections
Board For FOR
14 funds
Split
3 FOR, 1 WITHHOLD
MATCH GROUP INC. June 18, 2025 ELECTION OF DIRECTORS: Stephen Bailey
Director Elections
Board For FOR
14 funds
Split
3 FOR, 1 WITHHOLD
MATCH GROUP INC. June 18, 2025 To approve the Match Group, Inc. Amended and Restated 2024 Stock and Annual Incentive Plan.
Compensation
Board For FOR
14 funds
Split
3 FOR, 2 AGAINST
MATTERPORT INC. July 26, 2024 To approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to Matterport's named executive officers that is based on or otherwise relates to the transactions contemplated by the Merger Agreement (the "Transaction Related Compensation Proposal").
Say-on-Pay
Board For AGAINST
5 funds
Split
2 FOR, 1 AGAINST
MAUI LAND & PINEAPPLE COMPANY INC. May 21, 2025 TO AMEND THE MAUI LAND & PINEAPPLE COMPANY, INC. 2017 EQUITY AND INCENTIVE AWARD PLAN TO INCREASE THE TOTAL NUMBER OF SHARES RESERVED FOR ISSUANCE BY 800,000 SHARES.
Compensation
Board For FOR
2 funds
Split
1 FOR, 1 AGAINST
MAUI LAND & PINEAPPLE COMPANY INC. May 21, 2025 TO APPROVE, ON A NON-BINDING ADVISORY BASIS, THE COMPENSATION PAID TO OUR NAMED EXECUTIVE OFFICERS
Say-on-Pay
Board For AGAINST
3 funds
Split
1 FOR, 1 AGAINST
MCDONALD'S CORP. May 20, 2025 Advisory Vote to Approve Executive Compensation.
Diversity, Equity, and Inclusion
Board For FOR
17 funds
Split
8 FOR, 1 AGAINST
MCDONALD'S CORP. May 20, 2025 Advisory Vote to Ratify the Appointment of Ernst & Young LLP as Independent Auditor for 2025.
Audit-related
Board For FOR
14 funds
Split
8 FOR, 1 AGAINST
MCKESSON CORP. July 31, 2024 Election of eleven directors for a one-year term: Maria N. Martinez
Director Elections
Board For FOR
14 funds
Split
8 FOR, 2 AGAINST
MEDIAALPHA INC. May 14, 2025 To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers.
Say-on-Pay
Board For FOR
6 funds
Split
1 FOR, 1 AGAINST
MERCHANTS BANCORP May 15, 2025 A non-binding, advisory vote on the compensation of the Company's Named Executive Officers.
Say-on-Pay
Board For FOR
6 funds
Split
3 FOR, 2 AGAINST
MERCK & CO. INC. May 27, 2025 Election of Directors: Patricia F. Russo
Director Elections
Board For FOR
15 funds
Split
15 FOR, 2 AGAINST
MERCK & CO. INC. May 27, 2025 Election of Directors: Thomas H. Glocer
Director Elections
Board For FOR
15 funds
Split
16 FOR, 1 AGAINST
MERCK & CO. INC. May 27, 2025 Non-binding advisory vote to approve the compensation of our named executive officers.
Say-on-Pay
Board For FOR
17 funds
Split
20 FOR, 1 AGAINST
MERCK & CO. INC. May 27, 2025 Ratification of the appointment of the Company's independent registered public accounting firm for 2025.
Audit-related
Board For FOR
15 funds
Split
19 FOR, 1 AGAINST
MERCURY SYSTEMS INC. October 23, 2024 To approve, on an advisory basis, the compensation of our named executive officers.
Say-on-Pay
Board For AGAINST
8 funds
Split
1 FOR, 2 AGAINST
MERIDIANLINK INC. June 5, 2025 Election of Class I Directors: A.J. Rohde
Director Elections
Board For WITHHOLD
4 funds
Split
1 FOR, 2 WITHHOLD
MERIDIANLINK INC. June 5, 2025 Election of Class I Directors: Nicolaas Vlok
Director Elections
Board For FOR
4 funds
Split
1 FOR, 2 WITHHOLD
META PLATFORMS INC. May 28, 2025 To approve Meta Platforms, Inc.'s 2025 Equity Incentive Plan.
Compensation
Board For AGAINST
14 funds
Split
2 FOR, 18 AGAINST

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How items are matched and positions counted: see the comparison table and the methodology. Built November 1, 2026 from SEC Form N-PX filings.