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 |
|---|---|---|---|---|---|---|
| UNITED PARKS & RESORTS INC. | June 13, 2025 | Approval of the United Parks & Resorts Inc., 2025 Omnibus Incentive Plan. Compensation |
Board | For | AGAINST 7 funds |
Split 2 FOR, 2 AGAINST |
| UNITED PARKS & RESORTS INC. | June 13, 2025 | Approval of the director compensation limit set forth in the United Parks & Resorts Inc. 2025 Omnibus Incentive Plan. Compensation |
Board | For | AGAINST 7 funds |
Split 3 FOR, 1 AGAINST |
| UNITED PARKS & RESORTS INC. | June 13, 2025 | To elect the ten director nominees: James Chambers Director Elections |
Board | For | FOR 7 funds |
Split 1 FOR, 3 AGAINST |
| UNITED STATES LIME & MINERALS INC. | May 2, 2025 | To approve on a non-binding advisory basis, the Company's executive compensation. Say-on-Pay |
Board | For | FOR 6 funds |
Split 2 FOR, 2 AGAINST |
| UNITED THERAPEUTICS CORP. | June 26, 2025 | Advisory resolution to approve executive compensation. Say-on-Pay |
Board | For | FOR 16 funds |
Split 7 FOR, 3 AGAINST |
| UNITED THERAPEUTICS CORP. | June 26, 2025 | Approval of the amendment and restatement of the United Therapeutics Corporation Amended and Restated 2015 Stock Incentive Plan. Compensation |
Board | For | FOR 15 funds |
Split 9 FOR, 1 AGAINST |
| UNITED THERAPEUTICS CORP. | June 26, 2025 | Election of Directors: Christopher Causey Director Elections |
Board | For | FOR 15 funds |
Split 9 FOR, 1 AGAINST |
| UNITED THERAPEUTICS CORP. | June 26, 2025 | Election of Directors: Christopher Patusky Director Elections |
Board | For | FOR 15 funds |
Split 9 FOR, 1 AGAINST |
| UNITED THERAPEUTICS CORP. | June 26, 2025 | Election of Directors: Louis Sullivan Director Elections |
Board | For | FOR 15 funds |
Split 9 FOR, 1 AGAINST |
| UNITED THERAPEUTICS CORP. | June 26, 2025 | Election of Directors: Raymond Dwek Director Elections |
Board | For | FOR 15 funds |
Split 9 FOR, 1 AGAINST |
| UNITEDHEALTH | June 2, 2025 | Ratification of the appointment of Deloitte & Touche LLP as the independent registered public accounting firm for the Company for the year ending December 31, 2025. Audit-related |
Board | For | FOR 16 funds |
Split 16 FOR, 1 AGAINST |
| UNITEDHEALTH GROUP INC. | June 2, 2025 | Advisory approval of the Company's executive compensation. Say-on-Pay |
Board | For | FOR 19 funds |
Split 7 FOR, 11 AGAINST |
| UNITEDHEALTH GROUP INC. | June 2, 2025 | Election of Directors: John Noseworthy, M.D. Director Elections |
Board | For | FOR 16 funds |
Split 13 FOR, 3 AGAINST |
| UNITEDHEALTH GROUP INC. | June 2, 2025 | Election of Directors: Michele Hooper Director Elections |
Board | For | FOR 16 funds |
Split 14 FOR, 2 AGAINST |
| UNIVERSAL STAINLESS & ALLOY PRODS. INC. | January 15, 2025 | To approve, on an advisory (non-binding) basis, the compensation that may be paid or become payable to Universal's named executive officers that is based on or otherwise relates to the Merger Agreement and the transactions contemplated by the Merger Agreement. Say-on-Pay |
Board | For | FOR 3 funds |
Split 1 FOR, 2 AGAINST |
| URBAN OUTFITTERS INC. | June 4, 2025 | Election of Directors: Margaret A. Hayne Director Elections |
Board | For | FOR 8 funds |
Split 3 FOR, 1 AGAINST |
| US FOODS HOLDING CORP. | May 22, 2025 | Advisory approval of the compensation paid to our named executive officers, as disclosed in the Proxy Statement. Say-on-Pay |
Board | For | FOR 13 funds |
Split 10 FOR, 1 AGAINST |
| UTZ BRANDS INC. | April 24, 2025 | Non-binding, advisory vote to approve executive compensation Say-on-Pay |
Board | For | FOR 5 funds |
Split 2 FOR, 2 AGAINST |
| VAIL RESORTS INC. | December 5, 2024 | Election of Directors: Iris Knobloch Director Elections |
Board | For | FOR 14 funds |
Split 4 FOR, 1 AGAINST |
| VALERO ENE | May 6, 2025 | Advisory vote to approve the 2024 compensation of named executive officers. Say-on-Pay |
Board | Not determined | FOR 14 funds |
Split 5 FOR, 3 AGAINST |
| VANDA PHARMACEUTICALS INC. | June 5, 2025 | To approve, on an advisory basis, the Company's named executive officer compensation. Say-on-Pay |
Board | For | FOR 5 funds |
Split 2 FOR, 2 AGAINST |
| VAXCYTE INC. | June 12, 2025 | Approval, on a non-binding, advisory basis, of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 10 funds |
Split 1 FOR, 5 AGAINST |
| VENTAS INC. | May 13, 2025 | Approval, on an advisory basis, of the compensation of named executive officers of Ventas, Inc. Say-on-Pay |
Board | For | FOR 17 funds |
Split 7 FOR, 3 AGAINST |
| VENTYX BIOSCIENCES INC. | June 4, 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 (the "Say-on-Pay Vote"). Say-on-Pay |
Board | For | AGAINST 4 funds |
Split 2 FOR, 1 AGAINST |
| VERA BRADLEY INC. | June 5, 2025 | To approve, on an advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 2 funds |
Split 1 FOR, 2 AGAINST |
| VERACYTE INC. | June 17, 2025 | The approval of an amendment to our Veracyte, Inc. 2023 Equity Incentive Plan. Compensation |
Board | For | FOR 6 funds |
Split 1 FOR, 3 AGAINST |
| VERICEL CORP. | April 30, 2025 | To approve the adoption of Vericel Corporation's Amended and Restated 2022 Omnibus Incentive Plan. Compensation |
Board | For | FOR 4 funds |
Split 3 FOR, 1 AGAINST |
| VERITEX HOLDINGS INC. | May 27, 2025 | Advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 10 funds |
Split 3 FOR, 2 AGAINST |
| VERIZON COMMUNICATIONS INC. | May 22, 2025 | Advisory vote to approve executive compensation Diversity, Equity, and Inclusion |
Board | For | FOR 16 funds |
Split 13 FOR, 1 AGAINST |
| VERTEX PHARMACEUTICALS INC. | May 14, 2025 | Election of Directors: Lloyd Carney Director Elections |
Board | For | FOR 15 funds |
Split 12 FOR, 2 AGAINST |
| VERTIV HOLDINGS CO | June 18, 2025 | To approve, on an advisory basis, the 2024 compensation of our named executive officers as disclosed in the Proxy Statement. Say-on-Pay |
Board | For | FOR 14 funds |
Split 7 FOR, 3 AGAINST |
| VERVE THERAPEUTICS INC. | June 5, 2025 | Approval, on an advisory basis, of the compensation paid to our named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
Split 2 FOR, 1 AGAINST |
| VERVE THERAPEUTICS INC. | June 5, 2025 | Election of three Class I directors to our board of directors, each to serve until the 2028 annual meeting of stockholders: Lonnel Coats Director Elections |
Board | For | FOR 4 funds |
Split 1 FOR, 1 WITHHOLD |
| VIASAT INC. | September 5, 2024 | Election of Directors: John Stenbit Director Elections |
Board | For | WITHHOLD 7 funds |
Split 2 FOR, 1 WITHHOLD |
| VIATRIS INC. | December 6, 2024 | Approval of, on a non-binding advisory basis, the 2023 compensation of the named executive officers of the Company. Say-on-Pay |
Board | For | AGAINST 16 funds |
Split 1 FOR, 4 AGAINST |
| VIAVI SOLUTIONS INC. | November 6, 2024 | Election of Directors: Richard E. Belluzzo Director Elections |
Board | For | FOR 7 funds |
Split 3 FOR, 1 AGAINST |
| VICI PROPERTIES INC. | April 29, 2025 | Election of Directors: Elizabeth I. Holland Director Elections |
Board | For | FOR 16 funds |
Split 8 FOR, 1 AGAINST |
| VICI PROPERTIES INC. | April 29, 2025 | To approve (on a non-binding, advisory basis) the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 17 funds |
Split 7 FOR, 3 AGAINST |
| VICTORIA'S SECRET & CO. | June 18, 2025 | To elect ten directors to serve until the 2026 annual meeting of stockholders: Anne Sheehan Director Elections |
Board | For | FOR 8 funds |
Split 3 FOR, 2 AGAINST |
| VICTORIA'S SECRET & CO. | June 18, 2025 | To elect ten directors to serve until the 2026 annual meeting of stockholders: Donna James Director Elections |
Board | For | FOR 8 funds |
Split 3 FOR, 2 AGAINST |
| VICTORIA'S SECRET & CO. | June 18, 2025 | To elect ten directors to serve until the 2026 annual meeting of stockholders: Hillary Super Director Elections |
Board | For | FOR 8 funds |
Split 3 FOR, 2 AGAINST |
| VICTORIA'S SECRET & CO. | June 18, 2025 | To elect ten directors to serve until the 2026 annual meeting of stockholders: Irene Chang Britt Director Elections |
Board | For | FOR 8 funds |
Split 3 FOR, 2 AGAINST |
| VICTORIA'S SECRET & CO. | June 18, 2025 | To elect ten directors to serve until the 2026 annual meeting of stockholders: Jacqueline Hernandez Director Elections |
Board | For | FOR 8 funds |
Split 3 FOR, 2 AGAINST |
| VICTORIA'S SECRET & CO. | June 18, 2025 | To elect ten directors to serve until the 2026 annual meeting of stockholders: Lauren Peters Director Elections |
Board | For | FOR 8 funds |
Split 3 FOR, 2 AGAINST |
| VICTORIA'S SECRET & CO. | June 18, 2025 | To elect ten directors to serve until the 2026 annual meeting of stockholders: Mariam Naficy Director Elections |
Board | For | FOR 8 funds |
Split 3 FOR, 2 AGAINST |
| VICTORIA'S SECRET & CO. | June 18, 2025 | To elect ten directors to serve until the 2026 annual meeting of stockholders: Rod Little Director Elections |
Board | For | FOR 8 funds |
Split 3 FOR, 2 AGAINST |
| VICTORIA'S SECRET & CO. | June 18, 2025 | To elect ten directors to serve until the 2026 annual meeting of stockholders: Sarah Davis Director Elections |
Board | For | FOR 8 funds |
Split 3 FOR, 2 AGAINST |
| VICTORY CAPITAL HOLDINGS INC. | May 7, 2025 | Election of Class I Directors: Karin Hirtler-Garvey Director Elections |
Board | For | FOR 8 funds |
Split 2 FOR, 3 AGAINST |
| VICTORY CAPITAL HOLDINGS INC. | May 7, 2025 | Election of Class I Directors: Lawrence Davanzo Director Elections |
Board | For | FOR 8 funds |
Split 2 FOR, 3 AGAINST |
| VICTORY CAPITAL HOLDINGS INC. | May 7, 2025 | Election of Class I Directors: Robert V. Delaney, Jr. Director Elections |
Board | For | FOR 8 funds |
Split 2 FOR, 3 AGAINST |
| VIKING THERAPEUTICS INC | May 20, 2025 | TO APPROVE, ON AN ADVISORY BASIS, THE COMPENSATION OF OUR NAMED EXECUTIVE OFFICERS. Say-on-Pay |
Board | For | AGAINST 9 funds |
Split 1 FOR, 1 AGAINST |
| VIMEO INC. | June 9, 2025 | Approve a non-binding advisory resolution to approve the compensation of the Company's named executive officers (say on pay). Say-on-Pay |
Board | For | FOR 5 funds |
Split 2 FOR, 2 AGAINST |
| VIPER ENERGY INC. | May 20, 2025 | The approval, on an advisory basis, of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 7 funds |
Split 3 FOR, 2 AGAINST |
| VIRTU FINANCIAL INC | June 2, 2025 | Proposal to approve the Virtu Financial, Inc. Second Amended and Restated 2015 Management Incentive Plan to increase the number of shares authorized for issuance thereunder, extend the expiration date thereof and remove certain provisions related to Section 162(m) of the Code that are no longer applicable. Compensation |
Board | For | FOR 8 funds |
Split 4 FOR, 1 AGAINST |
| VISA INC. | January 28, 2025 | To approve, on an advisory basis, the compensation paid to our named executive officers. Say-on-Pay |
Board | For | FOR 18 funds |
Split 17 FOR, 1 AGAINST |
| VISTA OUTDOOR INC. | August 23, 2024 | Election of Directors: Gerard Gibbons Director Elections |
Board | For | AGAINST 7 funds |
Split 3 FOR, 1 AGAINST |
| VITAL FARMS INC. | June 11, 2025 | To elect the three nominees named in the attached proxy statement as directors to serve on the Board of Directors for a three-year term: Glenda Flanagan Director Elections |
Board | For | FOR 4 funds |
Split 2 FOR, 2 WITHHOLD |
| VITESSE ENERGY INC. | May 1, 2025 | Election of Directors: Brian P. Friedman Director Elections |
Board | For | FOR 6 funds |
Split 2 FOR, 1 AGAINST |
| VITESSE ENERGY INC. | May 1, 2025 | Election of Directors: Joseph S. Steinberg Director Elections |
Board | For | FOR 6 funds |
Split 2 FOR, 1 AGAINST |
| VOYAGER THERAPEUTICS INC. | June 3, 2025 | To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 3 funds |
Split 1 FOR, 2 AGAINST |
| VSE CORP. | May 8, 2025 | Approval, on a non-binding advisory basis, of VSE's named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 8 funds |
Split 1 FOR, 2 AGAINST |
| VULCAN MAT | May 9, 2025 | Approval of the Vulcan Materials Company 2025 Omnibus Long-Term Incentive Plan. Compensation |
Board | Not determined | FOR 14 funds |
Split 9 FOR, 2 AGAINST |
| VULCAN MAT | May 9, 2025 | Approval, on an advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | Not determined | FOR 15 funds |
Split 9 FOR, 2 AGAINST |
| VULCAN MAT | May 9, 2025 | Election of Directors: David P. Steiner Director Elections |
Board | Not determined | FOR 14 funds |
Split 7 FOR, 3 AGAINST |
| VULCAN MAT | May 9, 2025 | Election of Directors: Kathleen L. Quirk Director Elections |
Board | Not determined | FOR 14 funds |
Split 9 FOR, 1 AGAINST |
| VULCAN MAT | May 9, 2025 | Election of Directors: Lee J. Styslinger, III Director Elections |
Board | Not determined | FOR 14 funds |
Split 9 FOR, 1 AGAINST |
| VULCAN MAT | May 9, 2025 | Election of Directors: Lydia H. Kennard Director Elections |
Board | Not determined | FOR 14 funds |
Split 9 FOR, 1 AGAINST |
| W&T OFFSHORE INC. | June 3, 2025 | To approve, on an advisory basis, the compensation of the Company's named executive officers, as disclosed in the Proxy Statement pursuant to Item 402 of Regulation S-K. Say-on-Pay |
Board | For | AGAINST 5 funds |
Split 1 FOR, 2 AGAINST |
| W. R. BERKLEY CORP. | June 11, 2025 | Election of Directors: Mary C. Farrell Director Elections |
Board | For | FOR 13 funds |
Split 5 FOR, 1 AGAINST |
| W. R. BERKLEY CORP. | June 11, 2025 | Election of Directors: Ronald E. Blaylock Director Elections |
Board | For | FOR 13 funds |
Split 5 FOR, 1 AGAINST |
| WALMART INC. | June 5, 2025 | Advisory Vote to Approve Named Executive Officer Compensation Say-on-Pay |
Board | For | FOR 18 funds |
Split 12 FOR, 1 AGAINST |
| WALMART INC. | June 5, 2025 | Approval of Walmart Inc. Stock Incentive Plan of 2025 Compensation |
Board | For | FOR 15 funds |
Split 11 FOR, 1 AGAINST |
| WALMART INC. | June 5, 2025 | Election of Directors: Randall L. Stephenson Director Elections |
Board | For | FOR 15 funds |
Split 10 FOR, 1 AGAINST |
| WALMART INC. | June 5, 2025 | Ratification of Ernst & Young LLP as Independent Accountants Audit-related |
Board | For | FOR 15 funds |
Split 11 FOR, 1 AGAINST |
| WARNER BROS. DISCOVERY INC. | June 2, 2025 | To vote on an advisory resolution to approve the 2024 compensation of Warner Bros. Discovery, Inc.'s named executive officers, commonly referred to as a "Say-on-Pay" vote. Say-on-Pay |
Board | For | AGAINST 15 funds |
Split 1 FOR, 5 AGAINST |
| WARRIOR MET COAL INC. | April 23, 2025 | MANAGEMENT PROPOSAL: To approve, on an advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 8 funds |
Split 3 FOR, 2 AGAINST |
| WASTE MANAGEMENT INC. | May 13, 2025 | Election of Directors: Victoria M. Holt Director Elections |
Board | For | FOR 12 funds |
Split 3 FOR, 2 AGAINST |
| WATERS CORP. | May 22, 2025 | To approve, on a non-binding, advisory basis, the compensation of the Company's executive officers. Say-on-Pay |
Board | For | FOR 16 funds |
Split 8 FOR, 1 AGAINST |
| WATSCO INC. | June 2, 2025 | Approval of the advisory resolution regarding the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 16 funds |
Split 1 FOR, 3 AGAINST |
| WATSCO INC. | June 2, 2025 | To elect the following nominee as a Common stock director until the Annual Meeting of Shareholders in 2028 or until his successor is duly elected and qualified: Gary L. Tapella Director Elections |
Board | For | FOR 14 funds |
Split 3 FOR, 1 AGAINST |
| WATTS WATER TECHNOLOGIES INC. | May 21, 2025 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | FOR 11 funds |
Split 5 FOR, 1 AGAINST |
| WEATHERFORD INTERNATIONAL PLC | June 11, 2025 | Election of Directors: Neal P. Goldman Director Elections |
Board | For | FOR 12 funds |
Split 4 FOR, 1 AGAINST |
| WEC ENERGY GROUP INC. | May 8, 2025 | Advisory vote to approve executive compensation of the named executive officers Shareholder Rights and Defenses |
Board | For | FOR 16 funds |
Split 7 FOR, 4 AGAINST |
| WELLS FARGO & CO. | April 29, 2025 | Advisory vote to approve executive compensation (Say on Pay). Say-on-Pay |
Board | For | FOR 15 funds |
Split 14 FOR, 1 AGAINST |
| WELLS FARGO & CO. | April 29, 2025 | Election of Directors: Richard K. Davis Director Elections |
Board | For | FOR 12 funds |
Split 12 FOR, 1 AGAINST |
| WELLS FARGO & CO. | April 29, 2025 | Election of Directors: Ronald L. Sargent Director Elections |
Board | For | FOR 12 funds |
Split 12 FOR, 1 AGAINST |
| WESCO INTE | May 22, 2025 | Approve, on an advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | Not determined | FOR 15 funds |
Split 8 FOR, 3 AGAINST |
| WEST PHARMACEUTICAL SERVICES INC. | May 6, 2025 | Election of Directors: Deborah L. V. Keller Director Elections |
Board | For | FOR 14 funds |
Split 7 FOR, 1 AGAINST |
| WESTAMERICA BANCORPORATION | April 24, 2025 | Approve the 2025 Omnibus Equity Incentive Plan. Compensation |
Board | For | FOR 7 funds |
Split 3 FOR, 2 AGAINST |
| WESTAMERICA BANCORPORATION | April 24, 2025 | Election of directors: E. Sylvester Director Elections |
Board | For | FOR 7 funds |
Split 4 FOR, 1 AGAINST |
| WESTAMERICA BANCORPORATION | April 24, 2025 | Election of directors: E.J. Bowler Director Elections |
Board | For | FOR 7 funds |
Split 4 FOR, 1 AGAINST |
| WESTERN DIGITAL CORP. | November 20, 2024 | Election of Directors: Martin I. Cole Director Elections |
Board | For | FOR 13 funds |
Split 3 FOR, 1 AGAINST |
| WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | May 15, 2025 | Approve an advisory (non-binding) resolution to approve the 2024 named executive officer compensation. Say-on-Pay |
Board | For | FOR 16 funds |
Split 7 FOR, 1 AGAINST |
| WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP. | May 15, 2025 | Elect three directors for a term of three years expiring in 2028: Albert J. Neupaver Director Elections |
Board | For | FOR 13 funds |
Split 5 FOR, 1 AGAINST |
| WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP. | May 15, 2025 | Elect three directors for a term of three years expiring in 2028: Ann R. Klee Director Elections |
Board | For | FOR 13 funds |
Split 4 FOR, 2 AGAINST |
| WEX INC. | May 15, 2025 | To approve the WEX Inc. Amended and Restated 2019 Equity and Incentive Plan to increase the number of shares issuable thereunder. Compensation |
Board | For | FOR 14 funds |
Split 2 FOR, 1 AGAINST |
| WIDEOPENWEST INC. | May 8, 2025 | Election of Directors: Barry Volpert Director Elections |
Board | For | FOR 7 funds |
Split 1 FOR, 2 AGAINST |
| WIDEOPENWEST INC. | May 8, 2025 | Election of Directors: Daniel Kilpatrick Director Elections |
Board | For | AGAINST 7 funds |
Split 1 FOR, 2 AGAINST |
| WIDEOPENWEST INC. | May 8, 2025 | Election of Directors: Jose Segrera Director Elections |
Board | For | FOR 7 funds |
Split 1 FOR, 2 AGAINST |
| WILLIAMS-SONOMA INC. | June 11, 2025 | An advisory vote to approve executive compensation Say-on-Pay |
Board | For | FOR 16 funds |
Split 2 FOR, 4 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.