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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

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.

CompanyMeetingProposalOn the ballot from Board recommendedCharles SchwabLincoln Financial
AUTODESK INC. June 18, 2025 Election of Directors: Blake Irving
Director Elections
Board For FOR
12 funds
Split
7 FOR, 2 AGAINST
AUTOZONE December 18, 2024 Approval of an advisory vote on the compensation of named executive officers
Say-on-Pay
Board For FOR
15 funds
Split
9 FOR, 1 AGAINST
AVANOS MEDICAL INC. April 24, 2025 Approval of an amendment to the Company's 2021 Long Term Incentive Plan to increase the number of shares reserved for issuance thereunder by 2,250,000 shares.
Compensation
Board For FOR
7 funds
Split
1 FOR, 2 AGAINST
AVANTOR INC. May 8, 2025 Election of Directors: Gregory Summe
Director Elections
Board For FOR
11 funds
Split
6 FOR, 1 AGAINST
AVIAT NETWORKS INC. November 6, 2024 Approval of the Second Amended and Restated 2018 Incentive Plan of the Company.
Compensation
Board For FOR
2 funds
Split
2 FOR, 3 AGAINST
AVID BIOSERVICES INC. January 30, 2025 To approve, on an advisory (non-binding) basis, the compensation that may be paid or become payable to Avid's named executive officers that is based on or otherwise relates to the Merger Agreement and the transactions contentemplated by the Merger Agreement.
Say-on-Pay
Board For AGAINST
5 funds
Split
2 FOR, 1 AGAINST
AVIDITY BIOSCIENCES INC. June 10, 2025 To consider and vote upon, on an advisory basis, the compensation of our named executive officers as disclosed in this proxy statement pursuant to the compensation disclosure rules of the Securities and Exchange Commission.
Say-on-Pay
Board For AGAINST
8 funds
Split
1 FOR, 5 AGAINST
AVIENT COR May 14, 2025 Approval, on an advisory basis, of Named Executive Officer compensation.
Say-on-Pay
Board Not determined FOR
9 funds
Split
8 FOR, 2 AGAINST
AVNET INC. November 22, 2024 Election of Directors: Rodney C. Adkins
Director Elections
Board For FOR
8 funds
Split
2 FOR, 1 AGAINST
AXON ENTERPRISE INC. May 29, 2025 Election of Director: Graham Smith
Director Elections
Board For AGAINST
13 funds
Split
9 FOR, 2 AGAINST
AXON ENTERPRISE INC. May 29, 2025 Election of Director: Hadi Partovi
Director Elections
Board For AGAINST
13 funds
Split
10 FOR, 1 AGAINST
AXON ENTERPRISE INC. May 29, 2025 Proposal No. 2 requests that shareholders vote to approve, on an advisory basis, the compensation of the Company's named executive officers.
Say-on-Pay
Board For AGAINST
14 funds
Split
2 FOR, 8 AGAINST
AXOS FINANCIAL INC. November 14, 2024 Election of Directors: Paul J. Grinberg
Director Elections
Board For WITHHOLD
8 funds
Split
1 FOR, 4 WITHHOLD
AXOS FINANCIAL INC. November 14, 2024 To approve in a non-binding and advisory vote, the compensation of the Company's Named Executive Officers as disclosed in this Proxy Statement.
Say-on-Pay
Board For AGAINST
9 funds
Split
2 FOR, 3 AGAINST
AXSOME THERAPEUTICS INC. June 6, 2025 Election of Director: Roger Jeffs, Ph.D.
Director Elections
Board For FOR
5 funds
Split
1 FOR, 1 WITHHOLD
AZZ INC. July 9, 2024 Election of Directors: Carol R. Jackson
Director Elections
Board For AGAINST
7 funds
Split
2 FOR, 1 AGAINST
B&G FOODS INC. May 15, 2025 Election of Directors: Alfred Poe
Director Elections
Board For FOR
7 funds
Split
2 FOR, 1 AGAINST
B&G FOODS INC. May 15, 2025 Election of Directors: Charles F. Marcy
Director Elections
Board For FOR
7 funds
Split
2 FOR, 1 AGAINST
B&G FOODS INC. May 15, 2025 Election of Directors: Dennis M. Mullen
Director Elections
Board For FOR
7 funds
Split
2 FOR, 1 AGAINST
B&G FOODS INC. May 15, 2025 Election of Directors: Stephen C. Sherrill
Director Elections
Board For FOR
7 funds
Split
2 FOR, 1 AGAINST
BAKER HUGH May 20, 2025 An advisory vote related to the Company's executive compensation program
Say-on-Pay
Board Not determined FOR
15 funds
Split
9 FOR, 4 AGAINST
BANDWIDTH INC. May 29, 2025 To approve, on an advisory basis, the compensation of the Company's named executive officers as disclosed in the proxy statement.
Say-on-Pay
Board For FOR
6 funds
Split
1 FOR, 3 AGAINST
BANK OF AMERICA CORP. April 22, 2025 Amending and restating the Bank of America Corporation Equity Plan
Compensation
Board For FOR
13 funds
Split
6 FOR, 11 AGAINST
BANK OF AMERICA CORP. April 22, 2025 Approving our executive compensation (an advisory, non-binding "Say on Pay" resolution)
Say-on-Pay
Board For FOR
16 funds
Split
9 FOR, 8 AGAINST
BANK OF AMERICA CORP. April 22, 2025 Ratifying the appointment of our independent registered public accounting firm for 2025
Audit-related
Board For FOR
13 funds
Split
16 FOR, 1 AGAINST
BANK OF MARIN BANCORP May 21, 2025 Election of Directors: Charles D. Fite
Director Elections
Board For FOR
4 funds
Split
2 FOR, 2 WITHHOLD
BANK OF MARIN BANCORP May 21, 2025 Election of Directors: James C. Hale
Director Elections
Board For FOR
4 funds
Split
2 FOR, 2 WITHHOLD
BANK OF MARIN BANCORP May 21, 2025 Election of Directors: Joel Sklar, MD
Director Elections
Board For FOR
4 funds
Split
2 FOR, 2 WITHHOLD
BANK OF MARIN BANCORP May 21, 2025 Election of Directors: Kevin R. Kennedy
Director Elections
Board For FOR
4 funds
Split
2 FOR, 2 WITHHOLD
BANK OF MARIN BANCORP May 21, 2025 Election of Directors: Nicolas C. Anderson
Director Elections
Board For FOR
4 funds
Split
2 FOR, 2 WITHHOLD
BANK OF MARIN BANCORP May 21, 2025 Election of Directors: Secil Tabli Watson
Director Elections
Board For FOR
4 funds
Split
2 FOR, 2 WITHHOLD
BANK OF MARIN BANCORP May 21, 2025 To approve, by non-binding vote, executive compensation
Say-on-Pay
Board For FOR
5 funds
Split
2 FOR, 2 AGAINST
BANK7 CORP. May 15, 2025 Election of Directors: John T. Phillips
Director Elections
Board For FOR
2 funds
Split
1 FOR, 1 AGAINST
BANKUNITED INC. May 22, 2025 Advisory vote to approve the compensation of the Company's named executive officers.
Say-on-Pay
Board For FOR
9 funds
Split
3 FOR, 2 AGAINST
BANNER CORP. May 22, 2025 Election of Directors: Connie R. Collingsworth
Director Elections
Board For FOR
8 funds
Split
3 FOR, 1 AGAINST
BCB BANCORP INC. April 24, 2025 Election of Directors: Tara French
Director Elections
Board For FOR
2 funds
Split
1 FOR, 2 WITHHOLD
BECTON, DICKINSON AND CO. January 28, 2025 Advisory vote to approve named executive officer compensation.
Say-on-Pay
Board For FOR
17 funds
Split
8 FOR, 3 AGAINST
BECTON, DICKINSON AND CO. January 28, 2025 Election of Directors: Jeffrey W. Henderson
Director Elections
Board For AGAINST
15 funds
Split
8 FOR, 1 AGAINST
BELDEN INC. May 22, 2025 Election of Directors: David J. Aldrich
Director Elections
Board For FOR
7 funds
Split
6 FOR, 1 AGAINST
BERRY CORP. May 20, 2025 Approve a non-binding resolution regarding the compensation of the Company's named executive officers for 2024 (say-on-pay).
Say-on-Pay
Board Not determined AGAINST
9 funds
Split
2 FOR, 2 AGAINST
BERRY GLOB February 5, 2025 To approve, on an advisory, non-binding basis, our executive compensation.
Say-on-Pay
Board Not determined FOR
14 funds
Split
3 FOR, 3 AGAINST
BERRY GLOB February 25, 2025 Proposal to approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to Berry's named executive officers that is based on or otherwise relates to the transactions contemplated by the Merger Agreement, which proposal is referred to as the "Berry Advisory Compensation Proposal."
Say-on-Pay
Board Not determined FOR
14 funds
Split
1 FOR, 5 AGAINST
BEYOND INC. May 15, 2025 Election of Directors: Debra G. Perelman
Director Elections
Board For FOR
4 funds
Split
1 FOR, 2 WITHHOLD
BEYOND INC. May 15, 2025 The approval of an amendment and restatement of the Company's Amended and Restated 2005 Equity Incentive Plan (the "2005 Plan").
Compensation
Board For AGAINST
4 funds
Split
1 FOR, 2 AGAINST
BEYOND INC. May 15, 2025 The approval, on an advisory (non-binding) basis, of the compensation paid by the Company to its named executive officers (the "Say on Pay Vote").
Say-on-Pay
Board For FOR
5 funds
Split
1 FOR, 2 AGAINST
BGC GROUP INC. September 16, 2024 Approval, on an advisory basis, of executive compensation.
Say-on-Pay
Board For AGAINST
9 funds
Split
1 FOR, 2 AGAINST
BIGCOMMERCE HOLDINGS INC. May 15, 2025 Non-binding advisory vote to approve the compensation of our named executive officers.
Say-on-Pay
Board For AGAINST
5 funds
Split
1 FOR, 1 AGAINST
BIO-TECHNE CORP October 24, 2024 Approve, on an advisory basis, the compensation of our executive officers.
Say-on-Pay
Board For FOR
16 funds
Split
7 FOR, 2 AGAINST
BIO-TECHNE CORP. October 24, 2024 Election of Directors: Alpna Seth
Director Elections
Board For FOR
14 funds
Split
7 FOR, 2 AGAINST
BIOCRYST PHARMACEUTICALS INC. June 12, 2025 To approve an amended and restated Stock Incentive Plan, increasing the number of shares available for issuance under the Stock Incentive Plan.
Compensation
Board For FOR
5 funds
Split
1 FOR, 1 AGAINST
BIOGEN INC. June 17, 2025 Say on Pay - To hold an advisory vote on executive compensation.
Say-on-Pay
Board For AGAINST
15 funds
Split
3 FOR, 3 AGAINST
BIOHAVEN LTD. May 5, 2025 Election of Directors for a term expiring at the 2028 Annual Meeting of shareholders: Vlad Coric, M.D.
Director Elections
Board For FOR
4 funds
Split
2 FOR, 1 AGAINST
BIOMARIN PHARMACEUTICAL INC. May 20, 2025 Election of Directors: Elizabeth M. Anderson
Director Elections
Board For FOR
13 funds
Split
5 FOR, 2 AGAINST
BIOMARIN PHARMACEUTICAL INC. May 20, 2025 To approve an amendment to the Company's 2017 Equity Incentive Plan, as amended.
Compensation
Board For FOR
13 funds
Split
4 FOR, 3 AGAINST
BIT DIGITAL INC. May 20, 2025 Approval on a non-binding and advisory basis the compensation of our Named Executive Officers or the Company's Sign-on Pay "It is resolved, as an ordinary resolution that the shareholders of the Company hereby approve, on a non-binding advisory basis, the compensation paid to the Company's named executive officers, as disclosed pursuant to Item 402 of Regulation S-K, including the narrative discussion in the section entitled "Executive Compensation", the summary compensation table and the related compensation tables, notes and narrative in the Proxy Statement for the Company's 2025 Annual Meeting of Shareholders."
Say-on-Pay
Board For AGAINST
3 funds
Split
1 FOR, 1 AGAINST
BLACKLINE INC. May 8, 2025 Approval, on a non-binding, advisory basis, of the 2024 compensation of the Company's named executive officers.
Say-on-Pay
Board For FOR
7 funds
Split
2 FOR, 2 AGAINST
BLACKROCK FINANCE INC. May 15, 2025 Approval, in a non-binding advisory vote, of the compensation for named executive officers.
Say-on-Pay
Board For FOR
16 funds
Split
4 FOR, 9 AGAINST
BLACKROCK FINANCE INC. May 15, 2025 Ratification of the appointment of Deloitte LLP as BlackRock's independent registered public accounting firm for the fiscal year 2025.
Audit-related
Board For FOR
14 funds
Split
12 FOR, 1 AGAINST
BLADE AIR MOBILITY INC. May 6, 2025 Advisory Vote on the Compensation of our Named Executive Officers.
Say-on-Pay
Board For AGAINST
3 funds
Split
1 FOR, 1 AGAINST
BLOCK INC. June 17, 2025 TO APPROVE THE BLOCK, INC. 2025 EQUITY INCENTIVE PLAN.
Compensation
Board For FOR
13 funds
Split
3 FOR, 7 AGAINST
BLUE OWL CAPITAL INC. June 9, 2025 Election of Directors: Craig W. Packer
Director Elections
Board For FOR
9 funds
Split
2 FOR, 2 AGAINST
BLUE OWL CAPITAL INC. June 9, 2025 Election of Directors: Jennifer Brouse
Director Elections
Board For FOR
9 funds
Split
2 FOR, 2 AGAINST
BLUEBIRD BIO INC. December 4, 2024 The approval, on a non-binding, advisory basis, of the compensation of our named executive officers.
Say-on-Pay
Board For AGAINST
3 funds
Split
1 FOR, 2 AGAINST
BOOKING HOLDINGS INC. June 3, 2025 Advisory vote to approve 2024 executive compensation.
Say-on-Pay
Board For FOR
17 funds
Split
13 FOR, 2 AGAINST
BOOKING HOLDINGS INC. June 3, 2025 Ratification of Deloitte & Touche LLP as our independent registered public accounting firm for the fiscal year ending December 31, 2025.
Audit-related
Board For FOR
14 funds
Split
13 FOR, 1 AGAINST
BORGWARNER INC. April 30, 2025 Approve, on an advisory basis, the compensation of our named executive officers.
Say-on-Pay
Board For FOR
16 funds
Split
8 FOR, 4 AGAINST
BORGWARNER INC. April 30, 2025 Election of Directors: Alexis P. Michas
Director Elections
Board For FOR
15 funds
Split
10 FOR, 1 AGAINST
BORGWARNER INC. April 30, 2025 Election of Directors: Shaun E. McAlmont
Director Elections
Board For FOR
15 funds
Split
9 FOR, 2 AGAINST
BOX INC. July 2, 2024 To approve our Amended and Restated 2015 Equity Incentive Plan.
Compensation
Board For FOR
4 funds
Split
2 FOR, 3 AGAINST
BOX INC. June 27, 2025 Election of Directors: Bethany Mayer
Director Elections
Board For FOR
7 funds
Split
2 FOR, 3 AGAINST
BOX INC. June 27, 2025 Election of Directors: Dan Levin
Director Elections
Board For FOR
7 funds
Split
2 FOR, 3 AGAINST
BOX INC. June 27, 2025 To approve an amendment to our Amended and Restated 2015 Equity Incentive Plan to increase the number of shares reserved for issuance by 5,000,000 shares.
Compensation
Board For AGAINST
7 funds
Split
2 FOR, 3 AGAINST
BREAD FINANCIAL HOLDINGS INC. May 13, 2025 ADVISORY VOTE ON EXECUTIVE COMPENSATION
Say-on-Pay
Board For FOR
10 funds
Split
5 FOR, 1 AGAINST
BRIGHT HORIZONS FAMILY SOLUTIONS INC. June 3, 2025 To approve, on an advisory basis, the 2024 compensation paid by the Company to its Named Executive Officers.
Say-on-Pay
Board For FOR
14 funds
Split
7 FOR, 1 AGAINST
BROADCOM INC April 21, 2025 Advisory vote to approve the named executive officer compensation.
Say-on-Pay
Board For FOR
18 funds
Split
19 FOR, 1 AGAINST
BROADCOM INC. April 21, 2025 Election of Directors: Harry L. You
Director Elections
Board For FOR
15 funds
Split
16 FOR, 2 AGAINST
BROADRIDGE FINANCIAL SOLUTIONS INC. November 14, 2024 Advisory vote to approve the compensation of the Company's Named Executive Officers (the Say on Pay Vote).
Say-on-Pay
Board For FOR
15 funds
Split
3 FOR, 2 AGAINST
BROOKLINE BANCORP INC. May 21, 2025 A proposal to approve, on a non-binding advisory basis, the compensation that may become payable to the named executive officers of Brookline in connection with the Mergers (the "Brookline Merger-Related Compensation Proposal").
Say-on-Pay
Board For AGAINST
8 funds
Split
1 FOR, 4 AGAINST
BRUKER CORP. May 29, 2025 Approval of the adoption of the Bruker Corporation 2026 Incentive Compensation Plan.
Compensation
Board For FOR
13 funds
Split
1 FOR, 2 AGAINST
BUNGE GLOBAL SA May 15, 2025 Advisory Vote to Approve Named Executive Officer Compensation Under U.S. Securities Law Requirements.
Say-on-Pay
Board For FOR
15 funds
Split
3 FOR, 2 AGAINST
BURFORD CAPITAL LIMITED May 14, 2025 TO APPROVE, ON AN ADVISORY BASIS, THE COMPENSATION OF THE COMPANY'S NAMED EXECUTIVE OFFICERS AS DISCLOSED IN THE PROXY STATEMENT FOR THE 2025 ANNUAL GENERAL MEETING OF SHAREHOLDERS UNDER "EXECUTIVE COMPENSATION", INCLUDING THE COMPENSATION DISCUSSION AND ANALYSIS, THE COMPENSATION TABLES AND THE RELATED NARRATIVE DISCUSSION INCLUDED THEREIN ("SAY-ON-PAY")
Say-on-Pay
Board For AGAINST
4 funds
Split
2 FOR, 1 AGAINST
BURFORD CAPITAL LIMITED May 14, 2025 To re-elect Christopher Halmy as director.
Director Elections
Board For FOR
3 funds
Split
2 FOR, 1 AGAINST
BURFORD CAPITAL LIMITED May 14, 2025 To re-elect Robert Gillespie as director.
Director Elections
Board For FOR
3 funds
Split
2 FOR, 1 AGAINST
BURLINGTON STORES INC. May 20, 2025 Approval of the First Amendment to the Burlington Stores, Inc. 2022 Omnibus Incentive Plan
Compensation
Board For FOR
12 funds
Split
5 FOR, 2 AGAINST
BURLINGTON STORES INC. May 20, 2025 Approval, on a non-binding advisory basis, of the compensation of Burlington Stores, Inc.'s named executive officers
Say-on-Pay
Board For FOR
13 funds
Split
5 FOR, 1 AGAINST
BYRNA TECHNOLOGIES INC. November 20, 2024 Approval of an amendment to the Byrna Technologies Inc. Amended and Restated 2020 Equity Incentive Plan to increase the number of shares available for issuance thereunder by 2,375,000 shares and to prohibit the payment or accrual of dividends on unvested or unexercised stock options, stock appreciation rights and stock bonus awards.
Compensation
Board For FOR
2 funds
Split
1 FOR, 1 AGAINST
BYRNA TECHNOLOGIES INC. November 20, 2024 Election of Directors: Leonard Elmore
Director Elections
Board For AGAINST
2 funds
Split
1 FOR, 1 AGAINST
C.H. ROBINSON WORLDWIDE INC. May 8, 2025 To approve the Amended and Restated 2022 Equity Incentive Plan.
Compensation
Board For FOR
15 funds
Split
2 FOR, 2 AGAINST
C3, AI, INC. October 2, 2024 Advisory vote to approve the compensation of our named executive officers.
Say-on-Pay
Board Not determined AGAINST
5 funds
Split
1 FOR, 1 AGAINST
CACI INTERNATIONAL INC. October 17, 2024 Election of Directors: Michael A. Daniels
Director Elections
Board For FOR
12 funds
Split
7 FOR, 1 AGAINST
CACTUS INC. May 13, 2025 Election of Class II Directors: Joel Bender
Director Elections
Board For FOR
7 funds
Split
4 FOR, 1 AGAINST
CACTUS INC. May 13, 2025 To approve the amendment of the Company's Long-Term Incentive Plan, as amended and restated effective May 16, 2023, to increase the number of shares of the Company's Class A common stock reserved for issuance under such plan from 5,500,000 to 8,500,000.
Compensation
Board For FOR
7 funds
Split
2 FOR, 3 AGAINST
CADENCE DESIGN SYSTEMS INC. May 8, 2025 Advisory resolution to approve named executive officer compensation.
Say-on-Pay
Board For FOR
14 funds
Split
13 FOR, 1 AGAINST
CAESARS ENTERTAINMENT INC. June 10, 2025 ELECTION OF DIRECTORS: Courtney R. Mather
Director Elections
Board For AGAINST
14 funds
Split
1 FOR, 2 AGAINST
CAESARS ENTERTAINMENT INC. June 10, 2025 ELECTION OF DIRECTORS: Don R. Kornstein
Director Elections
Board For AGAINST
14 funds
Split
1 FOR, 2 AGAINST
CAESARS ENTERTAINMENT INC. June 10, 2025 ELECTION OF DIRECTORS: Frank J. Fahrenkopf
Director Elections
Board For FOR
14 funds
Split
2 FOR, 1 AGAINST
CAESARS ENTERTAINMENT INC. June 10, 2025 ELECTION OF DIRECTORS: Michael E. Pegram
Director Elections
Board For AGAINST
14 funds
Split
1 FOR, 2 AGAINST
CALIFORNIA WATER SERVICE GROUP May 28, 2025 Advisory vote to approve executive compensation.
Say-on-Pay
Board For AGAINST
8 funds
Split
1 FOR, 2 AGAINST
CALIX INC. May 8, 2025 To approve 1,250,000 shares of common stock reserved for issuance for the matching component of the Calix, Inc. Stock Purchase and Matching Plan, which constitutes an amendment and restatement of the Third Amended and Restated 2017 Nonqualified Employee Stock Purchase Plan.
Compensation
Board For FOR
7 funds
Split
1 FOR, 2 AGAINST
CALIX INC. May 8, 2025 To approve, on a non-binding, advisory basis, Calix's named executive officer compensation.
Say-on-Pay
Board For AGAINST
8 funds
Split
1 FOR, 2 AGAINST

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How items are matched and positions counted: see the comparison table and the methodology. Built October 13, 2026 from SEC Form N-PX filings.