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 |
|---|---|---|---|---|---|---|
| RED RIVER BANCSHARES INC. | May 1, 2025 | Election of Directors: H. Lindsey Torbett Director Elections |
Board | For | FOR 2 funds |
Split 2 FOR, 1 WITHHOLD |
| RED RIVER BANCSHARES INC. | May 1, 2025 | Election of Directors: Teddy R. Price Director Elections |
Board | For | WITHHOLD 2 funds |
Split 2 FOR, 1 WITHHOLD |
| RED RIVER BANCSHARES INC. | May 1, 2025 | Election of Directors: Willie P. Obey Director Elections |
Board | For | FOR 2 funds |
Split 2 FOR, 1 WITHHOLD |
| RED ROCK RESORTS INC. | June 5, 2025 | Advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 9 funds |
Split 2 FOR, 2 AGAINST |
| REGENCY CENTERS CORP. | May 7, 2025 | Approval, in an advisory vote, of the Company's executive compensation. Say-on-Pay |
Board | For | FOR 17 funds |
Split 6 FOR, 3 AGAINST |
| REGENERON PHARMACEUTICALS INC. | June 13, 2025 | Election of Directors: Bonnie L. Bassler, Ph.D. Director Elections |
Board | For | FOR 13 funds |
Split 6 FOR, 4 AGAINST |
| REGENERON PHARMACEUTICALS INC. | June 13, 2025 | Election of Directors: Michael S. Brown, M.D. Director Elections |
Board | For | FOR 13 funds |
Split 4 FOR, 6 AGAINST |
| REGENXBIO INC. | May 30, 2025 | To approve the REGENXBIO Inc. 2025 Equity Incentive Plan. Compensation |
Board | For | FOR 4 funds |
Split 1 FOR, 2 AGAINST |
| REGIONS FI | April 16, 2025 | Regions Financial Corporation 2025 Long Term Incentive Plan. Compensation |
Board | Not determined | FOR 14 funds |
Split 8 FOR, 1 AGAINST |
| REINSURANCE GROUP OF AMERICA INC. | May 21, 2025 | To approve an amended and restated Flexible Stock Plan. Compensation |
Board | For | FOR 12 funds |
Split 7 FOR, 3 AGAINST |
| RELIANCE INC. | May 21, 2025 | Election of Directors: David W. Seeger Director Elections |
Board | For | FOR 12 funds |
Split 9 FOR, 3 AGAINST |
| RELIANCE INC. | May 21, 2025 | To consider a non-binding, advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 13 funds |
Split 9 FOR, 3 AGAINST |
| RENAISSANCERE HOLDINGS LTD. | May 6, 2025 | Election of Directors: Henry Klehm III Director Elections |
Board | For | FOR 12 funds |
Split 2 FOR, 1 AGAINST |
| REPLIGEN CORP. | May 15, 2025 | Election of Directors: Martin D. Madaus, D.V.M., Ph.D. Director Elections |
Board | For | FOR 13 funds |
Split 6 FOR, 2 AGAINST |
| REPLIMUNE GROUP INC | September 4, 2024 | To approve, on a non-binding advisory basis, the compensation of Replimune Group, Inc.'s named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
Split 3 FOR, 1 AGAINST |
| REPLIMUNE GROUP INC. | September 4, 2024 | Election of Directors: Dieter Weinand Director Elections |
Board | For | FOR 4 funds |
Split 1 FOR, 3 WITHHOLD |
| REPUBLIC BANCORP INC. | April 24, 2025 | Election of Directors: Alejandro M. Sanchez Director Elections |
Board | For | FOR 5 funds |
Split 1 FOR, 3 WITHHOLD |
| REPUBLIC BANCORP INC. | April 24, 2025 | Election of Directors: Andrew Trager-Kusman Director Elections |
Board | For | FOR 5 funds |
Split 1 FOR, 3 WITHHOLD |
| REPUBLIC BANCORP INC. | April 24, 2025 | Election of Directors: David P. Feaster Director Elections |
Board | For | FOR 5 funds |
Split 1 FOR, 3 WITHHOLD |
| REPUBLIC BANCORP INC. | April 24, 2025 | Election of Directors: Ernest W. Marshall, Jr. Director Elections |
Board | For | WITHHOLD 5 funds |
Split 1 FOR, 3 WITHHOLD |
| REPUBLIC BANCORP INC. | April 24, 2025 | Election of Directors: Heather V. Howell Director Elections |
Board | For | FOR 5 funds |
Split 1 FOR, 3 WITHHOLD |
| REPUBLIC BANCORP INC. | April 24, 2025 | Election of Directors: Jennifer N. Green Director Elections |
Board | For | FOR 5 funds |
Split 1 FOR, 3 WITHHOLD |
| REPUBLIC BANCORP INC. | April 24, 2025 | Election of Directors: Logan M. Pichel Director Elections |
Board | For | FOR 5 funds |
Split 1 FOR, 3 WITHHOLD |
| REPUBLIC BANCORP INC. | April 24, 2025 | Election of Directors: Mark A. Vogt Director Elections |
Board | For | WITHHOLD 5 funds |
Split 1 FOR, 3 WITHHOLD |
| REPUBLIC BANCORP INC. | April 24, 2025 | Election of Directors: Steven E. Trager Director Elections |
Board | For | FOR 5 funds |
Split 1 FOR, 3 WITHHOLD |
| REPUBLIC BANCORP INC. | April 24, 2025 | Election of Directors: Timothy S. Huval Director Elections |
Board | For | FOR 5 funds |
Split 1 FOR, 3 WITHHOLD |
| REPUBLIC BANCORP INC. | April 24, 2025 | Election of Directors: Vidya Ravichandran Director Elections |
Board | For | FOR 5 funds |
Split 1 FOR, 3 WITHHOLD |
| REPUBLIC BANCORP INC. | April 24, 2025 | Election of Directors: W. Kennett Oyler, III Director Elections |
Board | For | FOR 5 funds |
Split 1 FOR, 3 WITHHOLD |
| REPUBLIC BANCORP INC. | April 24, 2025 | Election of Directors: W. Patrick Mulloy, II Director Elections |
Board | For | FOR 5 funds |
Split 1 FOR, 3 WITHHOLD |
| REPUBLIC BANCORP INC. | April 24, 2025 | Election of Directors: Yoania Cannon Director Elections |
Board | For | FOR 5 funds |
Split 1 FOR, 3 WITHHOLD |
| REPUBLIC S | May 19, 2025 | Advisory vote to approve our named executive officer compensation. Say-on-Pay |
Board | Not determined | FOR 16 funds |
Split 8 FOR, 3 AGAINST |
| RESIDEO TECHNOLOGIES INC. | June 4, 2025 | Advisory Vote to Approve Executive Compensation. Say-on-Pay |
Board | For | FOR 11 funds |
Split 3 FOR, 2 AGAINST |
| RESIDEO TECHNOLOGIES INC. | June 4, 2025 | Election of Directors: Brian Kushner Director Elections |
Board | For | FOR 9 funds |
Split 3 FOR, 2 AGAINST |
| RESOLUTE HOLDINGS MANAGEMENT INC. | May 28, 2025 | Election of Directors: Jane J. Thompson Director Elections |
Board | For | WITHHOLD 2 funds |
Split 1 FOR, 1 WITHHOLD |
| RETAIL OPPORTUNITY INVESTMENTS CORP. | February 7, 2025 | Proposal to approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to our principal executive officer, principal financial officer, and the three other most highly compensated executive officers that is based on or otherwise related to the company merger as more fully described in the Proxy Statement. Say-on-Pay |
Board | For | FOR 10 funds |
Split 2 FOR, 2 AGAINST |
| REV GROUP INC. | February 27, 2025 | Election of Class II Directors: Mark Skonieczny Director Elections |
Board | For | FOR 8 funds |
Split 2 FOR, 2 AGAINST |
| REVOLVE GROUP INC. | June 6, 2025 | Election of Directors: Michael Karanikolas Director Elections |
Board | For | FOR 4 funds |
Split 1 FOR, 3 WITHHOLD |
| REVOLVE GROUP INC. | June 6, 2025 | Election of Directors: Michael Mente Director Elections |
Board | For | FOR 4 funds |
Split 1 FOR, 3 WITHHOLD |
| REX AMERICAN RESOURCES CORP | June 4, 2025 | ADVISORY VOTE to approve executive compensation. Say-on-Pay |
Board | For | FOR 8 funds |
Split 2 FOR, 2 AGAINST |
| REX AMERICAN RESOURCES CORP. | June 4, 2025 | ELECTION OF DIRECTORS: Charles A. Elcan Director Elections |
Board | For | FOR 7 funds |
Split 3 FOR, 1 AGAINST |
| REX AMERICAN RESOURCES CORP. | June 4, 2025 | ELECTION OF DIRECTORS: Cheryl L. Bustos Director Elections |
Board | For | FOR 7 funds |
Split 3 FOR, 1 AGAINST |
| REX AMERICAN RESOURCES CORP. | June 4, 2025 | ELECTION OF DIRECTORS: David S. Harris Director Elections |
Board | For | FOR 7 funds |
Split 3 FOR, 1 AGAINST |
| REX AMERICAN RESOURCES CORP. | June 4, 2025 | ELECTION OF DIRECTORS: Edward M. Kress Director Elections |
Board | For | FOR 7 funds |
Split 3 FOR, 1 AGAINST |
| REX AMERICAN RESOURCES CORP. | June 4, 2025 | ELECTION OF DIRECTORS: Mervyn L. Alphonso Director Elections |
Board | For | FOR 7 funds |
Split 3 FOR, 1 AGAINST |
| REX AMERICAN RESOURCES CORP. | June 4, 2025 | ELECTION OF DIRECTORS: Stuart A. Rose Director Elections |
Board | For | FOR 7 funds |
Split 3 FOR, 1 AGAINST |
| RIBBON COMMUNICATIONS INC. | May 28, 2025 | Election of Directors: Richard W. Smith Director Elections |
Board | For | FOR 4 funds |
Split 3 FOR, 1 AGAINST |
| RIBBON COMMUNICATIONS INC. | May 28, 2025 | Election of Directors: Shaul Shani Director Elections |
Board | For | FOR 4 funds |
Split 3 FOR, 1 AGAINST |
| RIBBON COMMUNICATIONS INC. | May 28, 2025 | To approve the adoption of the Ribbon Communications Inc. 2025 Incentive Award Plan. Compensation |
Board | For | FOR 4 funds |
Split 1 FOR, 3 AGAINST |
| RIMINI STREET INC. | June 4, 2025 | Election of Class II Director: Robin Murray Director Elections |
Board | For | WITHHOLD 2 funds |
Split 1 FOR, 1 WITHHOLD |
| RITHM CAPITAL CORP. | May 22, 2025 | To approve (on a non-binding advisory basis) the compensation of the named executive officers as described in the accompanying materials. Say-on-Pay |
Board | For | FOR 12 funds |
Split 1 FOR, 1 AGAINST |
| ROBLOX | May 29, 2025 | Advisory Vote on the Compensation of our Named Executive Officers. Say-on-Pay |
Board | For | FOR 9 funds |
Split 2 FOR, 4 AGAINST |
| ROBLOX | May 29, 2025 | Approval of the Reincorporation in Nevada by Conversion. Capital Structure |
Board | For | AGAINST 8 funds |
Split 1 FOR, 5 AGAINST |
| ROCKWELL AUTOMATION INC. | February 4, 2025 | To approve, on an advisory basis, the compensation of the Corporation's named executive officers. Say-on-Pay |
Board | For | FOR 18 funds |
Split 5 FOR, 1 AGAINST |
| ROOT INC. | June 4, 2025 | To approve, on an advisory basis, our named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 3 funds |
Split 1 FOR, 1 AGAINST |
| ROSS STORES INC. | May 21, 2025 | Advisory vote to approve the resolution on the compensation of the named executive officers. Say-on-Pay |
Board | For | FOR 15 funds |
Split 9 FOR, 5 AGAINST |
| ROYAL CARIBBEAN CRUISES LTD. | May 28, 2025 | Advisory approval of the Company's compensation of its named executive officers. Say-on-Pay |
Board | For | FOR 17 funds |
Split 6 FOR, 2 AGAINST |
| ROYAL CARIBBEAN CRUISES LTD. | May 28, 2025 | Election of Directors: Arne Alexander Wilhelmsen Director Elections |
Board | For | FOR 16 funds |
Split 6 FOR, 1 AGAINST |
| ROYAL CARIBBEAN CRUISES LTD. | May 28, 2025 | Election of Directors: Eyal M. Ofer Director Elections |
Board | For | FOR 16 funds |
Split 6 FOR, 1 AGAINST |
| ROYAL CARIBBEAN CRUISES LTD. | May 28, 2025 | Election of Directors: John F. Brock Director Elections |
Board | For | FOR 16 funds |
Split 6 FOR, 1 AGAINST |
| RTX CORP. | May 1, 2025 | Advisory Vote to Approve Executive Compensation. Say-on-Pay |
Board | For | FOR 16 funds |
Split 2 FOR, 1 AGAINST |
| RTX CORP. | May 1, 2025 | Appointment of PricewaterhouseCoopers LLP to Serve as Independent Auditor for 2025. Audit-related |
Board | For | FOR 13 funds |
Split 12 FOR, 1 AGAINST |
| RTX CORP. | May 1, 2025 | Election of Directors: Robert O. Work Director Elections |
Board | For | FOR 13 funds |
Split 10 FOR, 1 AGAINST |
| RXSIGHT INC. | June 3, 2025 | To approve, on an advisory basis, the compensation of the named executive officers identified in the 2024 Summary Compensation Table in the "Executive Compensation" section of the proxy statement. Say-on-Pay |
Board | For | AGAINST 5 funds |
Split 2 FOR, 1 AGAINST |
| RXSIGHT INC. | June 3, 2025 | To elect three Class I directors to serve until the 2028 annual meeting of stockholders or until their successors are duly elected and qualified: Ron Kurtz, M.D. Director Elections |
Board | For | FOR 4 funds |
Split 1 FOR, 1 AGAINST |
| S&P GLOBAL INC. | May 7, 2025 | Approve, on an advisory basis, the executive compensation program for the Company's named executive officers, as described in the Proxy Statement. Say-on-Pay |
Board | For | FOR 14 funds |
Split 4 FOR, 4 AGAINST |
| SABRE CORP. | April 23, 2025 | To approve our 2025 Omnibus Incentive Compensation Plan. Compensation |
Board | For | FOR 7 funds |
Split 1 FOR, 2 AGAINST |
| SAFEHOLD INC. | May 15, 2025 | Election of Directors: Jay Nydick Director Elections |
Board | For | FOR 5 funds |
Split 1 FOR, 1 WITHHOLD |
| SAFEHOLD INC. | May 15, 2025 | Non-binding advisory vote to approve named executive officer compensation ("Say on Pay"). Say-on-Pay |
Board | For | FOR 7 funds |
Split 1 FOR, 1 AGAINST |
| SALESFORCE INC. | June 5, 2025 | Amendment and restatement of our 2013 Equity Incentive Plan to increase the number of shares reserved for issuance and extend the plan term. Compensation |
Board | For | FOR 15 funds |
Split 14 FOR, 1 AGAINST |
| SALESFORCE INC. | June 5, 2025 | Approval, on an advisory basis, of the fiscal 2025 compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 18 funds |
Split 10 FOR, 6 AGAINST |
| SALESFORCE INC. | June 5, 2025 | Election of Directors: John V. Roos Director Elections |
Board | For | AGAINST 15 funds |
Split 11 FOR, 3 AGAINST |
| SALESFORCE INC. | June 5, 2025 | Election of Directors: Maynard Webb Director Elections |
Board | For | FOR 15 funds |
Split 12 FOR, 2 AGAINST |
| SALESFORCE INC. | June 5, 2025 | Election of Directors: Neelie Kroes Director Elections |
Board | For | AGAINST 15 funds |
Split 12 FOR, 2 AGAINST |
| SALESFORCE INC. | June 5, 2025 | Election of Directors: Oscar Munoz Director Elections |
Board | For | AGAINST 15 funds |
Split 13 FOR, 1 AGAINST |
| SALESFORCE INC. | June 5, 2025 | Ratification of the appointment of Ernst & Young LLP as our independent registered public accounting firm for the fiscal year ending January 31, 2026. Audit-related |
Board | For | FOR 15 funds |
Split 14 FOR, 1 AGAINST |
| SALLY BEAUTY HOLDINGS INC. | January 24, 2025 | Election of Directors: Debra Perelman Director Elections |
Board | For | FOR 7 funds |
Split 2 FOR, 2 AGAINST |
| SANDRIDGE ENERGY INC. | June 11, 2025 | Election of Directors: Nancy Dunlap Director Elections |
Board | For | AGAINST 4 funds |
Split 2 FOR, 1 AGAINST |
| SANMINA CORP. | March 10, 2025 | To approve, on an advisory (non-binding) basis, the compensation of Sanmina Corporation's named executive officers. Say-on-Pay |
Board | For | FOR 8 funds |
Split 3 FOR, 2 AGAINST |
| SAREPTA THERAPEUTICS INC. | June 5, 2025 | TO ELECT, AS CLASS II DIRECTORS TO HOLD OFFICE UNTIL THE 2027 ANNUAL MEETING OF STOCKHOLDERS, OR UNTIL THEIR SUCCESSORS ARE EARLIER ELECTED, THE FOLLOWING DIRECTOR NOMINEES: RICHARD J. BARRY Director Elections |
Board | For | FOR 9 funds |
Split 3 FOR, 2 AGAINST |
| SCANSOURCE INC. | December 10, 2024 | Election of Directors: Peter C. Browning Director Elections |
Board | For | FOR 7 funds |
Split 4 FOR, 1 AGAINST |
| SCIENCE APPLICATIONS INTERNATIONAL CORP | June 4, 2025 | The approval of a non-binding, advisory vote on executive compensation. Say-on-Pay |
Board | For | FOR 12 funds |
Split 2 FOR, 2 AGAINST |
| SCOTTS MIRACLE-GRO CO. | January 27, 2025 | Approval, on an advisory basis, of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 9 funds |
Split 2 FOR, 2 AGAINST |
| SEACOAST BANKING CORPORATION OF FLORIDA | May 19, 2025 | Advisory (Non-binding) Vote on Compensation of Named Executive Officers Say-on-Pay |
Board | For | FOR 8 funds |
Split 1 FOR, 3 AGAINST |
| SEACOR MARINE HOLDINGS INC. | June 3, 2025 | Advisory vote to approve Named Executive Officer compensation (Say on Pay) Say-on-Pay |
Board | For | AGAINST 3 funds |
Split 1 FOR, 2 AGAINST |
| SEACOR MARINE HOLDINGS INC. | June 3, 2025 | Election of Directors: Alfredo Miguel Bejos Director Elections |
Board | For | FOR 2 funds |
Split 2 FOR, 1 WITHHOLD |
| SEAGATE TECHNOLOGY HOLDINGS PLC | October 19, 2024 | Election of Directors: Jay L. Geldmacher Director Elections |
Board | For | FOR 11 funds |
Split 4 FOR, 1 AGAINST |
| SEAGATE TECHNOLOGY HOLDINGS PLC | October 19, 2024 | Election of Directors: Judy Bruner Director Elections |
Board | For | FOR 11 funds |
Split 4 FOR, 1 AGAINST |
| SEAGATE TECHNOLOGY HOLDINGS PLC | October 19, 2024 | Election of Directors: Mark W. Adams Director Elections |
Board | For | AGAINST 11 funds |
Split 4 FOR, 1 AGAINST |
| SEALED AIR CORP. | May 29, 2025 | Approval, as an advisory vote, of Sealed Air's 2024 executive compensation. Say-on-Pay |
Board | For | AGAINST 14 funds |
Split 1 FOR, 2 AGAINST |
| SEI INVESTMENTS CO. | May 28, 2025 | Election of Directors: Jonathan A. Brassington Director Elections |
Board | For | FOR 12 funds |
Split 4 FOR, 3 AGAINST |
| SEI INVESTMENTS CO. | May 28, 2025 | To approve, on an advisory basis, the compensation of named executive officers. Say-on-Pay |
Board | For | FOR 14 funds |
Split 5 FOR, 2 AGAINST |
| SELECTQUOTE INC. | November 12, 2024 | To approve, by non-binding advisory vote, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
Split 1 FOR, 1 AGAINST |
| SEMPRA | May 13, 2025 | Advisory approval of our executive compensation Say-on-Pay |
Board | For | FOR 14 funds |
Split 5 FOR, 2 AGAINST |
| SEMPRA | May 13, 2025 | Ratification of appointment of independent registered public accounting firm Audit-related |
Board | For | FOR 12 funds |
Split 6 FOR, 1 AGAINST |
| SERVICE CORPORATION INTERNATIONAL | May 6, 2025 | Election of Directors: Anthony L. Coelho Director Elections |
Board | For | FOR 12 funds |
Split 4 FOR, 1 AGAINST |
| SERVICE CORPORATION INTERNATIONAL | May 6, 2025 | Election of Directors: Victor L. Lund Director Elections |
Board | For | FOR 12 funds |
Split 4 FOR, 1 AGAINST |
| SERVICENOW INC. | May 22, 2025 | Election of Directors: Anita M. Sands Director Elections |
Board | For | FOR 15 funds |
Split 12 FOR, 2 AGAINST |
| SERVICENOW INC. | May 22, 2025 | Election of Directors: Teresa Briggs Director Elections |
Board | For | FOR 15 funds |
Split 12 FOR, 2 AGAINST |
| SEZZLE INC. | June 10, 2025 | Election of Directors: Karen Webster Director Elections |
Board | For | FOR 4 funds |
Split 1 FOR, 2 WITHHOLD |
| SEZZLE INC. | June 10, 2025 | Election of Directors: Kyle Brehm Director Elections |
Board | For | FOR 4 funds |
Split 1 FOR, 2 WITHHOLD |
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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.