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
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.
| Company | Meeting | Proposal | On the ballot from | Board recommended | Charles Schwab | Lincoln Financial |
|---|---|---|---|---|---|---|
| META PLATFORMS INC. | May 28, 2025 | To approve, on a non-binding advisory basis, the compensation program for Meta Platforms, Inc.'s named executive officers as disclosed in Meta Platforms, Inc.'s proxy statement. Say-on-Pay |
Board | For | FOR 17 funds |
Split 10 FOR, 10 AGAINST |
| METLIFE INC. | June 17, 2025 | Election of Directors: R. Glenn Hubbard, Ph.D. Director Elections |
Board | For | FOR 12 funds |
Split 7 FOR, 1 AGAINST |
| METROCITY BANKSHARES INC. | May 22, 2025 | Election of Directors: Frank S. Rhee Director Elections |
Board | For | FOR 4 funds |
Split 1 FOR, 3 AGAINST |
| METROCITY BANKSHARES INC. | May 22, 2025 | Election of Directors: Howard Hwasaeng Kim Director Elections |
Board | For | FOR 4 funds |
Split 1 FOR, 3 AGAINST |
| METROCITY BANKSHARES INC. | May 22, 2025 | Election of Directors: John Paek Director Elections |
Board | For | AGAINST 4 funds |
Split 3 FOR, 1 AGAINST |
| METROPOLITAN BANK HOLDING CORP. | May 28, 2025 | Non-binding Advisory Vote on Named Executive Officer Compensation for 2024. Say-on-Pay |
Board | For | AGAINST 3 funds |
Split 1 FOR, 4 AGAINST |
| METROPOLITAN BANK HOLDING CORP. | May 28, 2025 | Vote to Approve the Amendment to the Metropolitan Bank Holding Corp. Amended and Restated 2022 Equity Incentive Plan. Compensation |
Board | For | AGAINST 2 funds |
Split 1 FOR, 4 AGAINST |
| METTLER-TOLEDO INTERNATIONAL INC. | May 1, 2025 | ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION Say-on-Pay |
Board | For | FOR 15 funds |
Split 10 FOR, 3 AGAINST |
| MICROCHIP TECHNOLOGY INC. | August 20, 2024 | Proposal to approve the amendment and restatement of our 2004 Equity Incentive Plan to increase the number of shares of common stock authorized for issuance thereunder by 8,000,000. Compensation |
Board | For | FOR 14 funds |
Split 11 FOR, 1 AGAINST |
| MICRON TECHNOLOGY INC. | January 16, 2025 | ELECTION OF DIRECTORS: Richard M. Beyer Director Elections |
Board | For | FOR 12 funds |
Split 9 FOR, 1 AGAINST |
| MICROSOFT CORP. | December 10, 2024 | Election of Directors: Hugh F. Johnston Director Elections |
Board | For | AGAINST 15 funds |
Split 18 FOR, 1 AGAINST |
| MIDDLEBY CORP. | May 14, 2025 | Election of Directors: Gordon J. O'Brien Director Elections |
Board | For | FOR 13 funds |
Split 5 FOR, 2 AGAINST |
| MIDDLESEX WATER CO. | May 20, 2025 | To approve a non-binding advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | FOR 5 funds |
Split 2 FOR, 2 AGAINST |
| MILLER INDUSTRIES INC. | May 23, 2025 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 8 funds |
Split 1 FOR, 3 AGAINST |
| MILLERKNOLL INC. | October 14, 2024 | Proposal to approve, on an advisory basis, the Company's Named Executive Officer compensation. Say-on-Pay |
Board | For | FOR 8 funds |
Split 4 FOR, 1 AGAINST |
| MINERALS T | May 14, 2025 | Advisory vote to approve 2024 named executive officer compensation. Say-on-Pay |
Board | Not determined | FOR 9 funds |
Split 3 FOR, 2 AGAINST |
| MISTER CAR WASH INC. | May 22, 2025 | Election of the three Class I director nominees named in the Proxy Statement, to serve until the 2028 Annual Meeting of Stockholders and until their respective successors have been duly elected and qualified: John Danhakl Director Elections |
Board | For | FOR 4 funds |
Split 1 FOR, 1 WITHHOLD |
| MODERNA INC. | April 30, 2025 | To approve, on a non-binding, advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 15 funds |
Split 3 FOR, 3 AGAINST |
| MODIVCARE INC | June 17, 2025 | A non-binding advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | FOR 3 funds |
Split 1 FOR, 2 AGAINST |
| MODIVCARE INC. | June 17, 2025 | Election of Directors: Leslie V. Norwalk Director Elections |
Board | For | FOR 2 funds |
Split 2 FOR, 1 AGAINST |
| MOELIS & CO. | June 5, 2025 | Election Of Directors: Eric Cantor Director Elections |
Board | For | FOR 9 funds |
Split 1 FOR, 1 AGAINST |
| MOHAWK INDUSTRIES INC. | May 22, 2025 | Advisory vote to approve executive compensation, as disclosed in the Company's Proxy Statement for the 2025 Annual Meeting of Stockholders. Say-on-Pay |
Board | For | FOR 16 funds |
Split 5 FOR, 4 AGAINST |
| MOHAWK INDUSTRIES INC. | May 22, 2025 | Election of Directors: Joseph A. Onorato Director Elections |
Board | For | FOR 15 funds |
Split 8 FOR, 1 AGAINST |
| MOHAWK INDUSTRIES INC. | May 22, 2025 | Election of Directors: W. Christopher Wellborn Director Elections |
Board | For | FOR 15 funds |
Split 8 FOR, 1 AGAINST |
| MOLINA HEALTHCARE INC. | April 30, 2025 | To consider and approve, on a non-binding, advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 15 funds |
Split 1 FOR, 5 AGAINST |
| MONARCH CASINO & RESORT INC. | June 6, 2025 | Election of Directors: Bob Farahi Director Elections |
Board | For | AGAINST 5 funds |
Split 1 FOR, 2 AGAINST |
| MONARCH CASINO & RESORT INC. | June 6, 2025 | Election of Directors: Yvette E. Landau Director Elections |
Board | For | FOR 5 funds |
Split 2 FOR, 1 AGAINST |
| MONGODB INC. | June 30, 2025 | Approval, on a non-binding advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 10 funds |
Split 6 FOR, 2 AGAINST |
| MONOLITHIC POWER SYSTEMS INC. | June 12, 2025 | Approve, on an advisory basis, the 2024 executive compensation. Say-on-Pay |
Board | For | FOR 14 funds |
Split 10 FOR, 1 AGAINST |
| MONOLITHIC POWER SYSTEMS INC. | June 12, 2025 | Election of Directors: Carintia Martinez Director Elections |
Board | For | FOR 13 funds |
Split 10 FOR, 2 WITHHOLD |
| MONOLITHIC POWER SYSTEMS INC. | June 12, 2025 | Election of Directors: Herbert Chang Director Elections |
Board | For | FOR 13 funds |
Split 11 FOR, 1 WITHHOLD |
| MONSTER BEVERAGE CORP. | June 12, 2025 | Proposal to approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 15 funds |
Split 8 FOR, 1 AGAINST |
| MONSTER BEVERAGE CORP. | June 12, 2025 | Proposal to elect ten Directors: Mark S. Vidergauz Director Elections |
Board | For | FOR 13 funds |
Split 6 FOR, 2 AGAINST |
| MONTROSE ENVIRONMENTAL GROUP INC. | May 6, 2025 | To elect three Class II directors to our Board of Directors to hold office until the Company's 2028 annual meeting of stockholders, or until their successors are duly elected and qualified: J. Thomas Presby Director Elections |
Board | For | FOR 4 funds |
Split 1 FOR, 2 WITHHOLD |
| MOODY'S | April 15, 2025 | Advisory resolution approving executive compensation. Say-on-Pay |
Board | For | FOR 14 funds |
Split 3 FOR, 3 AGAINST |
| MOODY'S CORP. | April 15, 2025 | Election of Directors: Leslie F. Seidman Director Elections |
Board | For | FOR 12 funds |
Split 4 FOR, 2 AGAINST |
| MORGAN STANLEY | May 15, 2025 | Election of Directors: Rayford Wilkins, Jr. Director Elections |
Board | For | FOR 15 funds |
Split 11 FOR, 2 AGAINST |
| MORGAN STANLEY | May 15, 2025 | To approve the Amended and Restated Equity Incentive Compensation Plan Compensation |
Board | For | FOR 15 funds |
Split 8 FOR, 6 AGAINST |
| MORNINGSTAR INC. | May 9, 2025 | Advisory vote to approve executive compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 14 funds |
Split 4 FOR, 1 AGAINST |
| MOTOROLA SOLUTIONS INC. | May 15, 2025 | Advisory Approval of the Company's Executive Compensation. Say-on-Pay |
Board | For | FOR 17 funds |
Split 8 FOR, 2 AGAINST |
| MOVADO GROUP INC. | June 18, 2025 | To approve, on an advisory basis, the compensation of the Company's named executive officers, as described in the Proxy Statement under "Executive Compensation". Say-on-Pay |
Board | For | FOR 8 funds |
Split 1 FOR, 2 AGAINST |
| MP MATERIALS CORP. | June 10, 2025 | Advisory vote to approve compensation paid to the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 9 funds |
Split 1 FOR, 2 AGAINST |
| MSA SAFETY INC. | May 13, 2025 | To provide an advisory vote to approve the executive compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 13 funds |
Split 4 FOR, 1 AGAINST |
| MSC INDUSTRIAL DIRECT CO. INC. | January 22, 2025 | Election of Directors: Mitchell Jacobson Director Elections |
Board | For | FOR 11 funds |
Split 4 FOR, 4 AGAINST |
| MSC INDUSTRIAL DIRECT CO. INC. | January 22, 2025 | Election of Directors: Philip Peller Director Elections |
Board | For | FOR 11 funds |
Split 4 FOR, 4 AGAINST |
| MSCI INC. | April 22, 2025 | To approve the MSCI Inc. 2025 Omnibus Incentive Plan. Compensation |
Board | For | FOR 14 funds |
Split 12 FOR, 1 AGAINST |
| MSCI INC. | April 22, 2025 | To approve, by advisory vote, our executive compensation. Say-on-Pay |
Board | For | FOR 16 funds |
Split 11 FOR, 2 AGAINST |
| MUELLER IN | May 8, 2025 | To approve, on an advisory basis by non-binding vote, executive compensation. Say-on-Pay |
Board | Not determined | FOR 12 funds |
Split 4 FOR, 2 AGAINST |
| MURPHY OIL CORP. | May 14, 2025 | Advisory vote to approve executive compensation. Say-on-Pay |
Board | For | FOR 11 funds |
Split 4 FOR, 1 AGAINST |
| MVB FINANCIAL CORP. | May 20, 2025 | To approve on a non-binding advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 3 funds |
Split 1 FOR, 2 AGAINST |
| MYERS INDU | April 24, 2025 | Election of Directors: JEFFREY KRAMER Director Elections |
Board | Not determined | FOR 7 funds |
Split 3 FOR, 1 AGAINST |
| NABORS INDUSTRIES LTD. | June 3, 2025 | Approval, on a non-binding, advisory basis, of the compensation paid by the Company to its named executive officers. Say-on-Pay |
Board | For | AGAINST 7 funds |
Split 1 FOR, 3 AGAINST |
| NACCO INDUSTRIES INC. | May 14, 2025 | Proposal to approve, on an advisory basis, NACCO Industries, Inc.'s Named Executive Officer compensation. Say-on-Pay |
Board | For | AGAINST 3 funds |
Split 1 FOR, 2 AGAINST |
| NAPCO SECURITY TECHNOLOGIES INC. | December 12, 2024 | Election of Directors: Donna Soloway Director Elections |
Board | For | FOR 5 funds |
Split 1 FOR, 3 WITHHOLD |
| NATERA INC. | June 12, 2025 | To approve an amendment to Natera's Amended and Restated 2015 Equity Incentive Plan. Compensation |
Board | For | AGAINST 10 funds |
Split 1 FOR, 8 AGAINST |
| NATERA INC. | June 12, 2025 | To approve, on an advisory (non-binding) basis, the compensation of Natera, Inc.'s named executive officers as disclosed in the proxy statement. Say-on-Pay |
Board | For | FOR 13 funds |
Split 8 FOR, 2 AGAINST |
| NATIONAL BEVERAGE CORP. | October 4, 2024 | Election of Directors: Joseph G. Caporella Director Elections |
Board | For | FOR 10 funds |
Split 1 FOR, 3 WITHHOLD |
| NAVIENT CORP. | June 5, 2025 | Approve, in a non-binding advisory vote, the compensation paid to Navient-named executive officers. Say-on-Pay |
Board | For | AGAINST 10 funds |
Split 2 FOR, 2 AGAINST |
| NCR VOYIX CORP. | June 6, 2025 | Election of Directors: Catherine L. Burke Director Elections |
Board | For | FOR 7 funds |
Split 3 FOR, 1 AGAINST |
| NCR VOYIX CORP. | June 6, 2025 | To approve, on a non-binding and advisory basis, the compensation of the named executive officers as more particularly described in the proxy materials Say-on-Pay |
Board | For | AGAINST 8 funds |
Split 2 FOR, 2 AGAINST |
| NEKTAR THERAPEUTICS | May 23, 2025 | To approve a non-binding advisory resolution regarding our executive compensation (a "say-on-pay" vote). Say-on-Pay |
Board | For | FOR 5 funds |
Split 1 FOR, 2 AGAINST |
| NEKTAR THERAPEUTICS | May 23, 2025 | To approve an amendment to our Certificate of Incorporation to increase the number of authorized shares of our common stock from 300,000,000 shares to 390,000,000 shares. Capital Structure |
Board | For | AGAINST 4 funds |
Split 1 FOR, 2 AGAINST |
| NELNET INC. | May 15, 2025 | Election of three Class II directors for three-year terms: Matthew W. Dunlap Director Elections |
Board | For | FOR 7 funds |
Split 2 FOR, 1 AGAINST |
| NEOGEN CORP. | October 24, 2024 | To Approve, On An Advisory Basis, The Compensation of Named Executive Officers. Say-on-Pay |
Board | For | AGAINST 10 funds |
Split 3 FOR, 2 AGAINST |
| NEOGENOMICS INC. | May 22, 2025 | Approval, on a non-binding advisory basis, of the Compensation Paid to the Company's Named Executive Officers. Say-on-Pay |
Board | For | FOR 6 funds |
Split 4 FOR, 2 AGAINST |
| NETAPP INC. | September 11, 2024 | To approve an amendment to NetApp's 2021 Equity Incentive Plan. Compensation |
Board | For | FOR 15 funds |
Split 3 FOR, 6 AGAINST |
| NETFLIX INC. | June 5, 2025 | Advisory approval of named executive officer compensation. Say-on-Pay |
Board | For | FOR 16 funds |
Split 17 FOR, 1 AGAINST |
| NETGEAR INC. | May 29, 2025 | Proposal to approve the NETGEAR, Inc. 2025 Equity Incentive Plan. Compensation |
Board | For | AGAINST 7 funds |
Split 1 FOR, 4 AGAINST |
| NETGEAR INC. | May 29, 2025 | Proposal to approve, on a non-binding advisory basis, a resolution approving the compensation of our Named Executive Officers in the Proxy Statement. Say-on-Pay |
Board | For | AGAINST 8 funds |
Split 1 FOR, 4 AGAINST |
| NETSCOUT SYSTEMS INC. | September 12, 2024 | To approve the NetScout Systems, Inc. 2019 Equity Incentive Plan, as amended. Compensation |
Board | For | AGAINST 7 funds |
Split 3 FOR, 1 AGAINST |
| NEUROGENE INC. | June 12, 2025 | To approve an amendment to our 2023 Employee Stock Purchase Plan to clarify that the number of outstanding shares of common stock used to calculate the automatic share reserve increase includes shares issuable on exercise of prefunded warrants and conversion of preferred stock. Compensation |
Board | For | AGAINST 2 funds |
Split 1 FOR, 1 AGAINST |
| NEVRO CORP. | April 2, 2025 | To approve, on a non-binding, advisory basis, certain compensation that will or may be paid or become payable to Nevro's named executive officers that is based on or otherwise relates to the Merger. Say-on-Pay |
Board | For | AGAINST 5 funds |
Split 1 FOR, 2 AGAINST |
| NEWMARKET | April 24, 2025 | Election of Directors: James E. Rogers Director Elections |
Board | Not determined | FOR 10 funds |
Split 2 FOR, 1 AGAINST |
| NEWMONT CORP. | April 30, 2025 | Election of Directors: Bruce R. Brook Director Elections |
Board | For | FOR 12 funds |
Split 6 FOR, 1 AGAINST |
| NEXTERA ENERGY INC. | May 22, 2025 | Approval, by non-binding advisory vote, of NextEra Energy's compensation of its named executive officers as disclosed in the proxy statement. Say-on-Pay |
Board | For | FOR 16 funds |
Split 10 FOR, 2 AGAINST |
| NEXTERA ENERGY INC. | May 22, 2025 | Ratification of appointment of Deloitte & Touche LLP as NextEra Energy's independent registered public accounting firm for 2025. Audit-related |
Board | For | FOR 14 funds |
Split 10 FOR, 1 AGAINST |
| NIAGEN BIOSCIENCE INC. | June 24, 2025 | Approval of amendment to the Company's 2017 Equity Incentive Plan to increase the number of shares available for issuance by 4.75 million shares of common stock Compensation |
Board | For | FOR 2 funds |
Split 1 FOR, 1 AGAINST |
| NIAGEN BIOSCIENCE INC. | June 24, 2025 | Election of Directors: Kristin Patrick Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 1 WITHHOLD |
| NIKE INC. | September 10, 2024 | To approve executive compensation by an advisory vote. Say-on-Pay |
Board | For | FOR 16 funds |
Split 7 FOR, 4 AGAINST |
| NL INDUSTRIES INC. | May 15, 2025 | Director Nominees: Courtney J. Riley Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 1 WITHHOLD |
| NL INDUSTRIES INC. | May 15, 2025 | Director Nominees: John E. Harper Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 1 WITHHOLD |
| NL INDUSTRIES INC. | May 15, 2025 | Director Nominees: Meredith W. Mendes Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 1 WITHHOLD |
| NL INDUSTRIES INC. | May 15, 2025 | Director Nominees: Michael S. Simmons Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 1 WITHHOLD |
| 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 |
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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.