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 |
|---|---|---|---|---|---|---|
| SEZZLE INC. | June 10, 2025 | Election of Directors: Paul Paradis Director Elections |
Board | For | WITHHOLD 4 funds |
Split 2 FOR, 1 WITHHOLD |
| SHERWIN-WILLIAMS CO. | April 16, 2025 | Advisory approval of the compensation of the named executive officers. Say-on-Pay |
Board | For | FOR 15 funds |
Split 8 FOR, 1 AGAINST |
| SHOALS TECHNOLOGIES GROUP INC. | May 1, 2025 | Approval, by an advisory vote, of the compensation of the Company's Named Executive Officers (i.e., "say-on-pay" proposal). Say-on-Pay |
Board | For | AGAINST 5 funds |
Split 1 FOR, 3 AGAINST |
| SHOE CARNIVAL INC. | June 25, 2025 | To approve, in an advisory (non-binding) vote, the compensation paid to the Company's named executive officers. Say-on-Pay |
Board | For | FOR 8 funds |
Split 2 FOR, 2 AGAINST |
| SHUTTERSTOCK INC. | June 10, 2025 | To adopt the Agreement and Plan of Merger, dated as of January 6, 2025 (as may be amended from time to time, the "Merger Agreement"), by and among Shutterstock, Inc. ("Shutterstock"), Grammy HoldCo, Inc., Grammy Merger Sub One, Inc., Getty Images Holdings, Inc., Grammy Merger Sub 2, Inc., and Grammy Merger Sub 3, LLC. Extraordinary Transactions |
Board | For | FOR 7 funds |
Split 3 FOR, 1 AGAINST |
| SHUTTERSTOCK INC. | June 10, 2025 | To approve, on an advisory (non-binding) basis, the compensation that may be paid or become payable to Shutterstock's named executive officers that is based on or otherwise related to the merger. Say-on-Pay |
Board | For | FOR 8 funds |
Split 2 FOR, 2 AGAINST |
| SHYFT GROUP INC. | May 14, 2025 | Approval, on an advisory basis, of the compensation of the Company's Named Executive Officers. Say-on-Pay |
Board | For | AGAINST 8 funds |
Split 1 FOR, 3 AGAINST |
| SI-BONE INC. | June 5, 2025 | Election of Directors: Jeryl L. Hilleman Director Elections |
Board | For | FOR 4 funds |
Split 2 FOR, 3 WITHHOLD |
| SI-BONE INC. | June 5, 2025 | Election of Directors: Laura Francis Director Elections |
Board | For | FOR 4 funds |
Split 3 FOR, 2 WITHHOLD |
| SI-BONE INC. | June 5, 2025 | Election of Directors: Timothy E. Davis, Jr. Director Elections |
Board | For | FOR 4 funds |
Split 3 FOR, 2 WITHHOLD |
| SIERRA BANCORP | May 21, 2025 | To elect the following five (5) persons listed below as Class II directors to serve until their successors are elected and qualified: Albert L. Berra Director Elections |
Board | For | FOR 2 funds |
Split 3 FOR, 1 AGAINST |
| SILVERCREST ASSET MANAGEMENT GROUP INC. | June 4, 2025 | Approval of executive compensation in an advisory, non-binding vote. Say-on-Pay |
Board | For | FOR 3 funds |
Split 1 FOR, 1 AGAINST |
| SIMON PROPERTY GROUP INC. | May 14, 2025 | Advisory Vote to Approve the Compensation of our Named Executive Officers. Say-on-Pay |
Board | For | AGAINST 19 funds |
Split 2 FOR, 7 AGAINST |
| SIMON PROPERTY GROUP INC. | May 14, 2025 | Approve of the Redomestication of the Company to the State of Indiana by Conversion. Extraordinary Transactions |
Board | For | FOR 17 funds |
Split 2 FOR, 7 AGAINST |
| SIMON PROPERTY GROUP INC. | May 14, 2025 | Election of Directors: Gary M. Rodkin Director Elections |
Board | For | FOR 17 funds |
Split 5 FOR, 3 AGAINST |
| SIMON PROPERTY GROUP INC. | May 14, 2025 | Election of Directors: Glyn F. Aeppel Director Elections |
Board | For | FOR 17 funds |
Split 4 FOR, 4 AGAINST |
| SIMON PROPERTY GROUP INC. | May 14, 2025 | Election of Directors: Larry C. Glasscock Director Elections |
Board | For | FOR 17 funds |
Split 5 FOR, 3 AGAINST |
| SIMON PROPERTY GROUP INC. | May 14, 2025 | Election of Directors: Peggy Fang Roe Director Elections |
Board | For | FOR 17 funds |
Split 5 FOR, 3 AGAINST |
| SITE CENTERS CORP. | May 14, 2025 | Approval, on an Advisory Basis, of the Compensation of the Company's Named Executive Officers Say-on-Pay |
Board | For | FOR 10 funds |
Split 1 FOR, 2 AGAINST |
| SITE CENTERS CORP. | May 14, 2025 | Election of Directors: Dawn M. Sweeney Director Elections |
Board | For | FOR 9 funds |
Split 2 FOR, 1 AGAINST |
| SITIME CORP. | May 30, 2025 | Election of Directors: Rajesh Vashist Director Elections |
Board | For | FOR 4 funds |
Split 2 FOR, 2 WITHHOLD |
| SITIME CORP. | May 30, 2025 | Election of Directors: Raman K. Chitkara Director Elections |
Board | For | FOR 4 funds |
Split 2 FOR, 2 WITHHOLD |
| SITIME CORP. | May 30, 2025 | To approve, on an advisory basis, the compensation of SiTime's named executive officers as disclosed in SiTime's proxy statement. Say-on-Pay |
Board | For | FOR 6 funds |
Split 2 FOR, 2 AGAINST |
| SKYWEST INC. | May 6, 2025 | Election of Directors: Keith E. Smith Director Elections |
Board | For | FOR 8 funds |
Split 4 FOR, 1 AGAINST |
| SKYWORKS SOLUTIONS INC. | May 14, 2025 | To approve, on an advisory basis, the compensation of the Company's named executive officers, as described in the Company's Proxy Statement. Say-on-Pay |
Board | For | FOR 15 funds |
Split 4 FOR, 1 AGAINST |
| SL GREEN REALTY CORP. | June 3, 2025 | Election of Directors: John H. Alschuler Director Elections |
Board | For | FOR 11 funds |
Split 1 FOR, 3 AGAINST |
| SL GREEN REALTY CORP. | June 3, 2025 | Election of Directors: Lauren B. Dillard Director Elections |
Board | For | AGAINST 11 funds |
Split 2 FOR, 2 AGAINST |
| SL GREEN REALTY CORP. | June 3, 2025 | To approve our Sixth Amended and Restated 2005 Stock Option and Incentive Plan. Compensation |
Board | For | FOR 11 funds |
Split 2 FOR, 2 AGAINST |
| SL GREEN REALTY CORP. | June 3, 2025 | To approve, on a non-binding advisory basis, our executive compensation. Say-on-Pay |
Board | For | AGAINST 12 funds |
Split 2 FOR, 2 AGAINST |
| SLEEP NUMBER CORP. | May 28, 2025 | Advisory Vote to Approve Executive Compensation (Say on Pay) Say-on-Pay |
Board | For | FOR 8 funds |
Split 1 FOR, 2 AGAINST |
| SMARTFINANCIAL INC. | May 22, 2025 | To approve the SmartFinancial, Inc. Omnibus Incentive Plan. Compensation |
Board | For | FOR 2 funds |
Split 1 FOR, 4 AGAINST |
| SNAP-ON INC. | April 24, 2025 | Election of Directors: James P. Holden Director Elections |
Board | For | FOR 16 funds |
Split 7 FOR, 1 AGAINST |
| SNAP-ON INC. | April 24, 2025 | Election of Directors: Karen L. Daniel Director Elections |
Board | For | FOR 16 funds |
Split 7 FOR, 1 AGAINST |
| SNAP-ON INC. | April 24, 2025 | Election of Directors: W. Dudley Lehman Director Elections |
Board | For | FOR 16 funds |
Split 7 FOR, 1 AGAINST |
| SNOWFLAKE INC. | July 2, 2024 | Election of Class I Directors for terms expiring in 2027: Benoit Dageville Director Elections |
Board | For | FOR 10 funds |
Split 1 FOR, 4 WITHHOLD |
| SNOWFLAKE INC. | July 2, 2024 | Election of Class I Directors for terms expiring in 2027: Jayshree V. Ullal Director Elections |
Board | For | FOR 10 funds |
Split 3 FOR, 2 WITHHOLD |
| SNOWFLAKE INC. | July 2, 2024 | Election of Class I Directors for terms expiring in 2027: Mark S. Garrett Director Elections |
Board | For | FOR 10 funds |
Split 1 FOR, 4 WITHHOLD |
| SOFI TECHNOLOGIES INC. | May 28, 2025 | To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 11 funds |
Split 1 FOR, 2 AGAINST |
| SOMNIGROUP INTERNATIONAL INC. | May 14, 2025 | Election of Seven Directors: Peter R. Sachse Director Elections |
Board | For | FOR 12 funds |
Split 2 FOR, 2 AGAINST |
| SONIC AUTOMOTIVE INC. | April 23, 2025 | Election of Directors: B. Scott Smith Director Elections |
Board | For | FOR 7 funds |
Split 1 FOR, 4 AGAINST |
| SONIC AUTOMOTIVE INC. | April 23, 2025 | Election of Directors: David Bruton Smith Director Elections |
Board | For | FOR 7 funds |
Split 2 FOR, 3 AGAINST |
| SONIC AUTOMOTIVE INC. | April 23, 2025 | Election of Directors: Jeff Dyke Director Elections |
Board | For | FOR 7 funds |
Split 1 FOR, 4 AGAINST |
| SONIC AUTOMOTIVE INC. | April 23, 2025 | Election of Directors: Keri A. Kaiser Director Elections |
Board | For | AGAINST 7 funds |
Split 1 FOR, 4 AGAINST |
| SONIC AUTOMOTIVE INC. | April 23, 2025 | Election of Directors: Marcus G. Smith Director Elections |
Board | For | FOR 7 funds |
Split 1 FOR, 4 AGAINST |
| SONIC AUTOMOTIVE INC. | April 23, 2025 | Election of Directors: Michael Hodge Director Elections |
Board | For | FOR 7 funds |
Split 1 FOR, 4 AGAINST |
| SONIC AUTOMOTIVE INC. | April 23, 2025 | Election of Directors: R. Eugene Taylor Director Elections |
Board | For | FOR 7 funds |
Split 2 FOR, 3 AGAINST |
| SONIC AUTOMOTIVE INC. | April 23, 2025 | Election of Directors: William I. Belk Director Elections |
Board | For | FOR 7 funds |
Split 2 FOR, 3 AGAINST |
| SONIC AUTOMOTIVE INC. | April 23, 2025 | Election of Directors: William R. Brooks Director Elections |
Board | For | FOR 7 funds |
Split 1 FOR, 4 AGAINST |
| SONOS INC. | March 11, 2025 | Advisory approval of the named executive officer compensation (the say-on-pay vote). Say-on-Pay |
Board | Contested | AGAINST 8 funds |
Split 2 FOR, 3 AGAINST |
| SOUNDTHINKING INC. | June 4, 2025 | Advisory approval of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 3 funds |
Split 1 FOR, 1 AGAINST |
| SOUNDTHINKING INC. | June 4, 2025 | Election of Class II Directors: Roberta Jacobson Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 1 WITHHOLD |
| SOUTHERN COPPER CORP. | May 23, 2025 | Approve by, non-binding vote, executive compensation. Say-on-Pay |
Board | For | FOR 5 funds |
Split 7 FOR, 1 AGAINST |
| SOUTHERN COPPER CORP. | May 23, 2025 | Election of Directors: Leonardo Contreras Lerdo de Tejada Director Elections |
Board | For | WITHHOLD 4 funds |
Split 1 FOR, 6 WITHHOLD |
| SOUTHERN COPPER CORP. | May 23, 2025 | Election of Directors: Luis Miguel Palomino Bonilla Director Elections |
Board | For | FOR 4 funds |
Split 6 FOR, 1 WITHHOLD |
| SOUTHWEST | May 1, 2025 | To APPROVE, on a non-binding, advisory basis, the Company's executive compensation. Say-on-Pay |
Board | Not determined | FOR 13 funds |
Split 3 FOR, 2 AGAINST |
| SOUTHWEST AIRLINES CO. | May 14, 2025 | Advisory vote to approve the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 14 funds |
Split 4 FOR, 4 AGAINST |
| SOUTHWEST AIRLINES CO. | May 14, 2025 | Election of Directors: Christopher P. Reynolds Director Elections |
Board | For | FOR 13 funds |
Split 5 FOR, 2 AGAINST |
| SOUTHWEST AIRLINES CO. | May 14, 2025 | Election of Directors: David P. Hess Director Elections |
Board | For | FOR 13 funds |
Split 5 FOR, 2 AGAINST |
| SOUTHWEST AIRLINES CO. | May 14, 2025 | Election of Directors: Douglas H. Brooks Director Elections |
Board | For | FOR 13 funds |
Split 5 FOR, 2 AGAINST |
| SOUTHWEST AIRLINES CO. | May 14, 2025 | Election of Directors: Lisa M. Atherton Director Elections |
Board | For | FOR 13 funds |
Split 5 FOR, 2 AGAINST |
| SOUTHWEST AIRLINES CO. | May 14, 2025 | Election of Directors: Rakesh Gangwal Director Elections |
Board | For | FOR 13 funds |
Split 5 FOR, 2 AGAINST |
| SOUTHWEST AIRLINES CO. | May 14, 2025 | Election of Directors: Robert E. Jordan Director Elections |
Board | For | FOR 13 funds |
Split 5 FOR, 2 AGAINST |
| SOUTHWEST AIRLINES CO. | May 14, 2025 | Election of Directors: Robert L. Fornaro Director Elections |
Board | For | FOR 13 funds |
Split 5 FOR, 2 AGAINST |
| SPIRE INC. | January 30, 2025 | Approve the Spire 2025 Equity Incentive Plan. Compensation |
Board | For | FOR 8 funds |
Split 6 FOR, 2 AGAINST |
| SPRINGWORKS THERAPEUTICS INC. | May 14, 2025 | Election of Class III Directors: Daniel S. Lynch, M.B.A. Director Elections |
Board | For | FOR 5 funds |
Split 1 FOR, 1 WITHHOLD |
| SPRINGWORKS THERAPEUTICS INC. | May 14, 2025 | Election of Class III Directors: Julie Hambleton, M.D. Director Elections |
Board | For | FOR 5 funds |
Split 1 FOR, 1 WITHHOLD |
| SPS COMMERCE INC. | May 13, 2025 | Election of Directors: Anne Sempowski Ward Director Elections |
Board | For | FOR 11 funds |
Split 4 FOR, 2 AGAINST |
| SS&C TECHNOLOGIES HOLDINGS INC. | May 21, 2025 | To approve, on an advisory basis, the compensation of SS&C's named executive officers. Say-on-Pay |
Board | For | FOR 12 funds |
Split 2 FOR, 2 AGAINST |
| STANLEY BLACK & DECKER INC. | April 25, 2025 | Approve, on an advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 14 funds |
Split 4 FOR, 2 AGAINST |
| STARBUCKS CORP. | March 12, 2025 | Election of Directors: Beth Ford Director Elections |
Board | For | FOR 13 funds |
Split 7 FOR, 1 AGAINST |
| STARBUCKS CORP. | March 12, 2025 | Election of Directors: Wei Zhang Director Elections |
Board | For | FOR 13 funds |
Split 6 FOR, 2 AGAINST |
| STEPSTONE GROUP INC | September 10, 2024 | To approve, for purposes of complying with Nasdaq Listing Rule 5635, the issuance of shares of the Company's Class A common stock pursuant to the terms of the Option Agreement, dated November 2, 2022, between the Company and the other parties thereto. Capital Structure |
Board | For | AGAINST 7 funds |
Split 3 FOR, 4 AGAINST |
| STERIS PLC | August 1, 2024 | Re-election of Directors: Cynthia L. Feldmann Director Elections |
Board | For | FOR 13 funds |
Split 6 FOR, 2 AGAINST |
| STIFEL FINANCIAL CORP. | June 4, 2025 | To approve, on an advisory basis, the compensation of our named executive officers (say on pay). Say-on-Pay |
Board | For | FOR 14 funds |
Split 7 FOR, 2 AGAINST |
| STITCH FIX INC. | December 12, 2024 | Election of Directors: Elizabeth Williams Director Elections |
Board | For | FOR 7 funds |
Split 1 FOR, 1 WITHHOLD |
| STITCH FIX INC. | December 12, 2024 | Election of Directors: Sharon McCollam Director Elections |
Board | For | WITHHOLD 7 funds |
Split 1 FOR, 1 WITHHOLD |
| STONEX GROUP INC. | March 5, 2025 | To approve an amendment to the 2022 Omnibus Incentive Compensation Plan to increase the total number of shares authorized for issuance under the Plan. Compensation |
Board | For | FOR 8 funds |
Split 4 FOR, 1 AGAINST |
| STONEX GROUP INC. | March 5, 2025 | To approve the advisory (non-binding) resolution relating to executive compensation. Say-on-Pay |
Board | For | FOR 10 funds |
Split 2 FOR, 3 AGAINST |
| SUMMIT THERAPEUTICS INC. | June 12, 2025 | Approval, by a non-binding advisory vote, of the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 9 funds |
Split 1 FOR, 4 AGAINST |
| SUMMIT THERAPEUTICS INC. | June 12, 2025 | ELECTION OF DIRECTORS: Mahkam Zanganeh Director Elections |
Board | For | FOR 8 funds |
Split 1 FOR, 4 AGAINST |
| SUMMIT THERAPEUTICS INC. | June 12, 2025 | ELECTION OF DIRECTORS: Robert W. Duggan Director Elections |
Board | For | FOR 8 funds |
Split 1 FOR, 4 AGAINST |
| SUN COUNTRY AIRLINES HOLDINGS INC. | June 11, 2025 | To re-elect Class I directors, in each case, for a term of three years expiring at the annual meeting of stockholders of the Company to be held in 2028: Thomas C. Kennedy Director Elections |
Board | For | FOR 7 funds |
Split 2 FOR, 1 WITHHOLD |
| SUNRUN INC. | June 11, 2025 | Approval of Sunrun's Amended and Restated 2015 Equity Incentive Plan. Compensation |
Board | For | FOR 5 funds |
Split 3 FOR, 1 AGAINST |
| SUPER MICRO COMPUTER INC. | June 4, 2025 | To approve the further amendment and restatement of the Super Micro Computer, Inc. 2020 Equity and Incentive Compensation Plan. Compensation |
Board | For | FOR 13 funds |
Split 2 FOR, 4 AGAINST |
| SUPER MICRO COMPUTER INC. | June 4, 2025 | To approve, on a non-binding advisory basis, the compensation of the named executive officers as disclosed in the proxy statement. Say-on-Pay |
Board | For | FOR 14 funds |
Split 2 FOR, 4 AGAINST |
| SURGERY PARTNERS INC. | June 6, 2025 | Approval of the Surgery Partners, Inc. 2025 Omnibus Incentive Plan. Compensation |
Board | For | FOR 7 funds |
Split 2 FOR, 3 AGAINST |
| SURGERY PARTNERS INC. | June 6, 2025 | Approval, on an advisory basis, of the compensation paid by the Company to its named executive officers. Say-on-Pay |
Board | For | FOR 8 funds |
Split 2 FOR, 3 AGAINST |
| SURGERY PARTNERS INC. | June 6, 2025 | Election of Class I Directors: John A. Deane Director Elections |
Board | For | FOR 7 funds |
Split 2 FOR, 3 WITHHOLD |
| SURGERY PARTNERS INC. | June 6, 2025 | Election of Class I Directors: Teresa DeLuca, M.D. Director Elections |
Board | For | FOR 7 funds |
Split 2 FOR, 3 WITHHOLD |
| SURGERY PARTNERS INC. | June 6, 2025 | Election of Class I Directors: Wayne S. DeVeydt Director Elections |
Board | For | FOR 7 funds |
Split 1 FOR, 4 WITHHOLD |
| SURMODICS INC. | August 13, 2024 | Approve, in a non-binding advisory vote, certain compensation that may be paid or become payable to our named executive officers in connection with the merger. Say-on-Pay |
Board | For | AGAINST 5 funds |
Split 2 FOR, 2 AGAINST |
| SURMODICS INC. | February 6, 2025 | Approve, in a non-binding advisory vote, the Company's executive compensation. Say-on-Pay |
Board | For | FOR 5 funds |
Split 2 FOR, 2 AGAINST |
| SUTRO BIOPHARMA INC. | June 6, 2025 | To approve, on a non-binding, advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 2 funds |
Split 1 FOR, 2 AGAINST |
| SYNAPTICS INC. | October 29, 2024 | Election of Directors: James L. Whims Director Elections |
Board | For | FOR 7 funds |
Split 2 FOR, 2 AGAINST |
| SYNAPTICS INC. | October 29, 2024 | Election of Directors: Jeffrey D. Buchanan Director Elections |
Board | For | FOR 7 funds |
Split 2 FOR, 2 AGAINST |
| SYNAPTICS INC. | October 29, 2024 | Election of Directors: Keith B. Geeslin Director Elections |
Board | For | FOR 7 funds |
Split 2 FOR, 2 AGAINST |
| SYNAPTICS INC. | October 29, 2024 | Proposal to approve the Company's amended and restated 2019 Equity and Incentive Compensation Plan. Compensation |
Board | For | FOR 7 funds |
Split 2 FOR, 2 AGAINST |
| SYNDAX PHARMACEUTICALS INC. | May 14, 2025 | Election of Directors: Dennis G. Podlesak Director Elections |
Board | For | FOR 4 funds |
Split 1 FOR, 1 WITHHOLD |
| SYNOPSYS INC. | April 10, 2025 | To approve our 2006 Employee Equity Incentive Plan, as amended. Compensation |
Board | For | FOR 13 funds |
Split 11 FOR, 1 AGAINST |
| SYNOVUS FINANCIAL CORP. | April 24, 2025 | To elect the following 11 nominees as directors: Diana M. Murphy Director Elections |
Board | For | FOR 12 funds |
Split 5 FOR, 3 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.