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 |
|---|---|---|---|---|---|---|
| CAMDEN PROPERTY TRUST | May 9, 2025 | Election of Trust Managers: Frances Aldrich Sevilla-Sacasa Director Elections |
Board | For | FOR 17 funds |
Split 4 FOR, 1 AGAINST |
| CAMDEN PROPERTY TRUST | May 9, 2025 | Election of Trust Managers: Scott S. Ingraham Director Elections |
Board | For | FOR 17 funds |
Split 4 FOR, 1 AGAINST |
| CAMDEN PROPERTY TRUST | May 9, 2025 | Election of Trust Managers: Steven A. Webster Director Elections |
Board | For | FOR 17 funds |
Split 4 FOR, 1 AGAINST |
| CAPITAL CITY BANK GROUP INC. | April 22, 2025 | Election of Directors: To elect as directors the nominees listed below: Laura L. Johnson Director Elections |
Board | For | FOR 2 funds |
Split 3 FOR, 1 AGAINST |
| CAPRI HOLDINGS LIMITED | September 4, 2024 | To approve, on a non-binding advisory basis, executive compensation. Say-on-Pay |
Board | For | FOR 12 funds |
Split 2 FOR, 1 AGAINST |
| CARDLYTICS INC. | May 20, 2025 | Advisory vote to approve compensation of named executive officers. Say-on-Pay |
Board | For | AGAINST 3 funds |
Split 1 FOR, 1 AGAINST |
| CARETRUST REIT INC. | April 29, 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 2 FOR, 1 AGAINST |
| CARGURUS INC. | June 4, 2025 | To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers for 2024. Say-on-Pay |
Board | For | AGAINST 9 funds |
Split 3 FOR, 3 AGAINST |
| CARIBOU BIOSCIENCES INC. | June 12, 2025 | To elect two Class I directors to serve until the Company's 2028 annual meeting of stockholders and until their respective successors are duly elected and qualified or until their earlier death, resignation or removal. The two nominees for election are: Scott Braunstein, M.D. Director Elections |
Board | For | FOR 4 funds |
Split 1 FOR, 1 WITHHOLD |
| CARLISLE C | April 30, 2025 | To approve, on an advisory basis, the Company's named executive officer compensation in 2024. Say-on-Pay |
Board | Not determined | FOR 15 funds |
Split 10 FOR, 3 AGAINST |
| CARLISLE C | April 30, 2025 | To elect the three directors nominated by the Board of Directors: Jonathan R. Collins Director Elections |
Board | Not determined | FOR 13 funds |
Split 11 FOR, 2 AGAINST |
| CARNIVAL CORP. | April 16, 2025 | To re-elect Laura Weil as a Director of Carnival Corporation and as a Director of Carnival plc. Director Elections |
Board | For | FOR 13 funds |
Split 1 FOR, 1 AGAINST |
| CARNIVAL CORP. | April 16, 2025 | To re-elect Randy Weisenburger as a Director of Carnival Corporation and as a Director of Carnival plc. Director Elections |
Board | For | FOR 13 funds |
Split 1 FOR, 1 AGAINST |
| CARNIVAL CORP. | April 16, 2025 | To re-elect Stuart Subotnick as a Director of Carnival Corporation and as a Director of Carnival plc. Director Elections |
Board | For | FOR 13 funds |
Split 1 FOR, 1 AGAINST |
| CARTESIAN THERAPEUTICS INC. | September 20, 2024 | To approve, in accordance with Nasdaq Listing Rule 5635(d), the issuance of shares of common stock, par value $0.0001 per share ("Common Stock"), of Cartesian Therapeutics, Inc. (the "Company") upon conversion of the Company's Series B Non-Voting Convertible Preferred Stock, par value $0.0001 per share (the "Conversion Proposal" or "Proposal No. 1"). Capital Structure |
Board | For | FOR 2 funds |
Split 1 FOR, 1 AGAINST |
| CARTESIAN THERAPEUTICS INC. | June 13, 2025 | To approve, on a non-binding and advisory basis, a resolution approving the compensation of Cartesian Therapeutics, Inc.'s named executive officers, as described in the accompanying proxy statement under "Executive and Director Compensation." Say-on-Pay |
Board | For | FOR 3 funds |
Split 1 FOR, 1 AGAINST |
| CARVANA CO. | May 5, 2025 | Election of Class II Director Nominees: Dan Quayle Director Elections |
Board | For | FOR 10 funds |
Split 4 FOR, 3 WITHHOLD |
| CARVANA CO. | May 5, 2025 | Election of Class II Director Nominees: Gregory Sullivan Director Elections |
Board | For | WITHHOLD 10 funds |
Split 3 FOR, 4 WITHHOLD |
| CATERPILLAR INC. | June 11, 2025 | Advisory Vote to Approve Executive Compensation Say-on-Pay |
Board | For | FOR 18 funds |
Split 8 FOR, 1 AGAINST |
| CATERPILLAR INC. | June 11, 2025 | Election of Directors: Debra L. Reed-Klages Director Elections |
Board | For | FOR 16 funds |
Split 7 FOR, 1 AGAINST |
| CATERPILLAR INC. | June 11, 2025 | Election of Directors: James C. Fish, Jr. Director Elections |
Board | For | FOR 16 funds |
Split 7 FOR, 1 AGAINST |
| CATERPILLAR INC. | June 11, 2025 | Ratification of our Independent Registered Public Accounting Firm Audit-related |
Board | For | FOR 16 funds |
Split 7 FOR, 1 AGAINST |
| CAVA GROUP INC. | June 20, 2025 | Election of Class II Directors: Benjamin Felt Director Elections |
Board | For | FOR 9 funds |
Split 3 FOR, 2 WITHHOLD |
| CAVA GROUP INC. | June 20, 2025 | Election of Class II Directors: Ronald Shaich Director Elections |
Board | For | FOR 9 funds |
Split 4 FOR, 1 WITHHOLD |
| CAVA GROUP INC. | June 20, 2025 | Election of Class II Directors: Theodoros Xenohristos Director Elections |
Board | For | FOR 9 funds |
Split 4 FOR, 1 WITHHOLD |
| CBOE GLOBAL MARKETS INC. | May 6, 2025 | Approve the Third Amended and Restated Cboe Global Markets, Inc. Long-Term Incentive Plan to, among other things, increase the share reserve by 3,000,000 shares and extend the term of the plan. Compensation |
Board | For | FOR 14 funds |
Split 6 FOR, 1 AGAINST |
| CBRE GROUP | May 21, 2025 | Advisory vote to approve named executive officer compensation for 2024. Say-on-Pay |
Board | Not determined | FOR 16 funds |
Split 7 FOR, 1 AGAINST |
| CELCUITY INC. | May 13, 2025 | To approve, by a non-binding and advisory vote, compensation of the named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
Split 1 FOR, 1 AGAINST |
| CENCORA INC. | March 6, 2025 | Advisory vote to approve the fiscal 2024 compensation of Cencora, Inc.'s named executive officers. Say-on-Pay |
Board | For | FOR 15 funds |
Split 13 FOR, 2 AGAINST |
| CENCORA INC. | March 6, 2025 | Election of eleven directors: Lorence H. Kim, M.D. Director Elections |
Board | For | FOR 14 funds |
Split 12 FOR, 2 AGAINST |
| CENTENE CORP. | May 13, 2025 | ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION. Say-on-Pay |
Board | For | FOR 15 funds |
Split 5 FOR, 4 AGAINST |
| CENTENE CORP. | May 13, 2025 | APPROVAL OF THE 2025 STOCK INCENTIVE PLAN. Human Rights or Human Capital/workforce |
Board | For | FOR 13 funds |
Split 5 FOR, 4 AGAINST |
| CENTERPOINT ENERGY INC. | April 16, 2025 | Election of Directors: Theodore F. Pound Director Elections |
Board | For | FOR 13 funds |
Split 3 FOR, 1 AGAINST |
| CENTURY ALUMINUM CO. | June 16, 2025 | Proposal to approve, on an advisory basis, the compensation of the named executive officers. Say-on-Pay |
Board | For | FOR 6 funds |
Split 1 FOR, 3 AGAINST |
| CENTURY COMMUNITIES INC. | May 7, 2025 | Election of Directors: Dale Francescon Director Elections |
Board | For | FOR 7 funds |
Split 5 FOR, 1 AGAINST |
| CERTARA INC. | May 21, 2025 | A non-binding advisory vote to approve the compensation of our named executive officers for the most recently completed fiscal year. Say-on-Pay |
Board | For | FOR 6 funds |
Split 2 FOR, 1 AGAINST |
| CEVA INC. | May 5, 2025 | To approve an amendment and restatement of the Company's 2011 Equity Incentive Plan. Compensation |
Board | For | FOR 4 funds |
Split 1 FOR, 3 AGAINST |
| CHARLES RI | May 20, 2025 | Election of Directors: Deborah T. Kochevar Director Elections |
Board | Not determined | ABSTAIN 17 funds |
Split 3 FOR, 2 AGAINST |
| CHARTER COMMUNICATIONS INC. | April 22, 2025 | Election of Directors: Balan Nair Director Elections |
Board | For | AGAINST 13 funds |
Split 5 FOR, 1 AGAINST |
| CHARTER COMMUNICATIONS INC. | April 22, 2025 | Election of Directors: Eric L. Zinterhofer Director Elections |
Board | For | FOR 13 funds |
Split 4 FOR, 2 AGAINST |
| CHARTER COMMUNICATIONS INC. | April 22, 2025 | Election of Directors: John D. Markley, Jr. Director Elections |
Board | For | FOR 13 funds |
Split 5 FOR, 1 AGAINST |
| CHEESECAKE FACTORY INC. | May 22, 2025 | Election of Directors: Alexander L. Cappello Director Elections |
Board | For | FOR 8 funds |
Split 2 FOR, 1 AGAINST |
| CHEESECAKE FACTORY INC. | May 22, 2025 | Election of Directors: Jerome I. Kransdorf Director Elections |
Board | For | FOR 8 funds |
Split 2 FOR, 1 AGAINST |
| CHEESECAKE FACTORY INC. | May 22, 2025 | To approve the second amendment to The Cheesecake Factory Incorporated Stock Incentive Plan. Compensation |
Board | For | FOR 8 funds |
Split 2 FOR, 1 AGAINST |
| CHEFS' WAREHOUSE INC. | May 9, 2025 | Election of Directors: Aylwin Lewis Director Elections |
Board | For | AGAINST 7 funds |
Split 3 FOR, 1 AGAINST |
| CHEFS' WAREHOUSE INC. | May 9, 2025 | Election of Directors: John Pappas Director Elections |
Board | For | FOR 7 funds |
Split 3 FOR, 1 AGAINST |
| CHEFS' WAREHOUSE INC. | May 9, 2025 | Election of Directors: Richard N. Peretz Director Elections |
Board | For | FOR 7 funds |
Split 1 FOR, 3 AGAINST |
| CHEGG INC. | June 4, 2025 | To approve, on a non-binding advisory basis, the compensation of our named executive officers for the year ended December 31, 2024. Say-on-Pay |
Board | For | FOR 7 funds |
Split 1 FOR, 2 AGAINST |
| CHEMED CORP. | May 19, 2025 | Approval and Adoption of the 2025 Stock Incentive Plan. Compensation |
Board | For | FOR 13 funds |
Split 4 FOR, 1 AGAINST |
| CHEMED CORP. | May 19, 2025 | Election of directors: Andrea R. Lindell Director Elections |
Board | For | FOR 13 funds |
Split 4 FOR, 1 AGAINST |
| CHEMED CORP. | May 19, 2025 | Election of directors: George J. Walsh III Director Elections |
Board | For | FOR 13 funds |
Split 4 FOR, 1 AGAINST |
| CHEMED CORP. | May 19, 2025 | Election of directors: Patrick P. Grace Director Elections |
Board | For | FOR 13 funds |
Split 4 FOR, 1 AGAINST |
| CHEMUNG FINANCIAL CORP. | June 3, 2025 | To approve the Chemung Financial Corporation 2025 Equity Incentive Plan. Compensation |
Board | For | FOR 2 funds |
Split 1 FOR, 1 AGAINST |
| CHENIERE ENERGY INC. | May 15, 2025 | Approve, on an advisory and non-binding basis, the compensation of the Company's named executive officers for 2024. Say-on-Pay |
Board | For | FOR 14 funds |
Split 10 FOR, 1 AGAINST |
| CHEVRON CORP. | May 28, 2025 | Advisory Vote to Approve Named Executive Officer Compensation Say-on-Pay |
Board | For | FOR 16 funds |
Split 14 FOR, 4 AGAINST |
| CHEVRON CORP. | May 28, 2025 | Ratification of Appointment of PricewaterhouseCoopers LLP as the Independent Registered Public Accounting Firm for 2025 Audit-related |
Board | For | FOR 14 funds |
Split 16 FOR, 1 AGAINST |
| CHIPOTLE MEXICAN GRILL INC. | June 11, 2025 | An advisory vote to approve the compensation of our executive officers as disclosed in the proxy statement ("say on pay"). Say-on-Pay |
Board | For | AGAINST 16 funds |
Split 7 FOR, 8 AGAINST |
| CHIPOTLE MEXICAN GRILL INC. | June 11, 2025 | Election of Nine Directors: Robin Hickenlooper Director Elections |
Board | For | FOR 13 funds |
Split 13 FOR, 1 AGAINST |
| CHOICE HOTELS INTERNATIONAL INC. | May 15, 2025 | Advisory approval of the compensation of the Company's Named Executive Officers. Say-on-Pay |
Board | For | FOR 15 funds |
Split 2 FOR, 2 AGAINST |
| CHOICE HOTELS INTERNATIONAL INC. | May 15, 2025 | Election of Directors: Gordon A. Smith Director Elections |
Board | For | FOR 12 funds |
Split 3 FOR, 1 AGAINST |
| CHUBB LIMITED | May 15, 2025 | Election of Evan G. Greenberg as Chairman of the Board of Directors Corporate Governance |
Board | For | FOR 12 funds |
Split 4 FOR, 3 AGAINST |
| CHUBB LIMITED | May 15, 2025 | Election of the Compensation Committee of the Board of Directors: David H. Sidwell Director Elections |
Board | For | FOR 12 funds |
Split 6 FOR, 1 AGAINST |
| CHUBB LTD. | May 15, 2025 | Election of the Board of Directors: David H. Sidwell Director Elections |
Board | For | FOR 12 funds |
Split 6 FOR, 1 AGAINST |
| CHURCHILL DOWNS INC. | April 22, 2025 | Election of Class II Directors: R. Alex Rankin Director Elections |
Board | For | FOR 12 funds |
Split 3 FOR, 2 WITHHOLD |
| CHURCHILL DOWNS INC. | April 22, 2025 | To approve, on a non-binding advisory basis, the Company's executive compensation as disclosed in the proxy statement. Say-on-Pay |
Board | For | FOR 13 funds |
Split 3 FOR, 2 AGAINST |
| CINEMARK HOLDINGS INC. | May 15, 2025 | Election of Class III directors, each for a term that expires in 2028: Kevin Mitchell Director Elections |
Board | For | FOR 8 funds |
Split 4 FOR, 1 WITHHOLD |
| CINEMARK HOLDINGS INC. | May 15, 2025 | Election of Class III directors, each for a term that expires in 2028: Raymond Syufy Director Elections |
Board | For | FOR 8 funds |
Split 4 FOR, 1 WITHHOLD |
| CINTAS CORP. | October 29, 2024 | Election of Directors: Joseph Scaminace Director Elections |
Board | For | FOR 13 funds |
Split 6 FOR, 2 AGAINST |
| CINTAS CORP. | October 29, 2024 | Election of Directors: Robert E. Coletti Director Elections |
Board | For | FOR 13 funds |
Split 6 FOR, 2 AGAINST |
| CINTAS CORP. | October 29, 2024 | Election of Directors: Scott D. Farmer Director Elections |
Board | For | FOR 13 funds |
Split 6 FOR, 2 AGAINST |
| CINTAS CORP. | October 29, 2024 | To approve the Cintas Corporation 2016 Amended and Restated Equity and Incentive Compensation Plan. Compensation |
Board | For | FOR 13 funds |
Split 3 FOR, 5 AGAINST |
| CISCO SYSTEMS INC. | December 9, 2024 | Approval, on an advisory basis, of executive compensation. Say-on-Pay |
Board | For | AGAINST 17 funds |
Split 11 FOR, 6 AGAINST |
| CITI TRENDS INC. | June 5, 2025 | An advisory vote to approve, on a non-binding basis, the compensation of our named executive officers as set forth in the proxy statement. Say-on-Pay |
Board | For | FOR 3 funds |
Split 2 FOR, 2 AGAINST |
| CITI TRENDS INC. | June 5, 2025 | Election of Directors: Cara Robinson Director Elections |
Board | For | FOR 2 funds |
Split 2 FOR, 2 AGAINST |
| CITI TRENDS INC. | June 5, 2025 | Election of Directors: Kenneth D. Seipel Director Elections |
Board | For | FOR 2 funds |
Split 2 FOR, 2 AGAINST |
| CITI TRENDS INC. | June 5, 2025 | Election of Directors: Margaret L. Jenkins Director Elections |
Board | For | FOR 2 funds |
Split 2 FOR, 2 AGAINST |
| CITI TRENDS INC. | June 5, 2025 | Election of Directors: Pamela Edwards Director Elections |
Board | For | AGAINST 2 funds |
Split 2 FOR, 2 AGAINST |
| CITIGROUP INC. | April 29, 2025 | Advisory vote to approve our 2024 Executive Compensation. Say-on-Pay |
Board | For | FOR 14 funds |
Split 10 FOR, 1 AGAINST |
| CITIGROUP INC. | April 29, 2025 | Approval of additional shares for the Citigroup 2019 Stock Incentive Plan. Compensation |
Board | For | FOR 12 funds |
Split 6 FOR, 4 AGAINST |
| CITIZENS & NORTHERN CORP. | April 24, 2025 | TO APPROVE, IN AN ADVISORY (NON-BINDING) VOTE, THE COMPENSATION OF THE COMPANY'S NAMED EXECUTIVE OFFICERS AS DISCLOSED IN THE PROXY STATEMENT. Say-on-Pay |
Board | For | AGAINST 3 funds |
Split 1 FOR, 2 AGAINST |
| CITIZENS FINANCIAL GROUP INC. | April 24, 2025 | Advisory Vote on Executive Compensation. Say-on-Pay |
Board | For | AGAINST 15 funds |
Split 3 FOR, 3 AGAINST |
| CITY HOLDING CO. | April 30, 2025 | Proposal to elect three Class II directors to serve for a term of three years: C. Dallas Kayser Director Elections |
Board | For | FOR 8 funds |
Split 3 FOR, 1 AGAINST |
| CITY HOLDING CO. | April 30, 2025 | Proposal to elect three Class II directors to serve for a term of three years: Sharon H. Rowe Director Elections |
Board | For | FOR 8 funds |
Split 3 FOR, 1 AGAINST |
| CLEARWATER ANALYTICS HOLDINGS INC. | June 23, 2025 | Election of Directors: Jacques Aigrain Director Elections |
Board | For | FOR 5 funds |
Split 5 FOR, 1 WITHHOLD |
| CLOUDFLARE INC. | June 5, 2025 | Approval, on an advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 10 funds |
Split 6 FOR, 3 AGAINST |
| CME GROUP INC. | May 8, 2025 | Election of Equity Directors: Dennis A. Suskind Director Elections |
Board | For | FOR 14 funds |
Split 4 FOR, 1 AGAINST |
| CME GROUP INC. | May 8, 2025 | Election of Equity Directors: Phyllis M. Lockett Director Elections |
Board | For | FOR 14 funds |
Split 3 FOR, 2 AGAINST |
| CMS ENERGY CORP. | May 2, 2025 | ELECTION OF DIRECTORS: Laura H. Wright Director Elections |
Board | For | FOR 13 funds |
Split 6 FOR, 1 AGAINST |
| COASTAL FINANCIAL CORP. | May 28, 2025 | To approve the Second Amendment to the Coastal Financial Corporation 2018 Omnibus Incentive Plan (the "2018 Plan"), including an increase in the number of authorized shares under the 2018 Plan. Compensation |
Board | For | FOR 4 funds |
Split 1 FOR, 2 AGAINST |
| COASTAL FINANCIAL CORP. | May 28, 2025 | To elect one Director to the class of Directors to serve for a 1-year term until the 2026 meeting of shareholders: Steven D. Hovde Director Elections |
Board | For | FOR 4 funds |
Split 1 FOR, 2 WITHHOLD |
| COCA-COLA CO. | April 30, 2025 | Election of Directors: Herb Allen Director Elections |
Board | For | FOR 15 funds |
Split 6 FOR, 1 AGAINST |
| COCA-COLA CONSOLIDATED INC. | May 13, 2025 | Approval of the amendment to Coca-Cola Consolidated's Restated Certificate of Incorporation to effect a 10-for-1 forward stock split of Coca-Cola Consolidated Common Stock and Class B Common Stock and to proportionately increase the number of authorized shares of Coca-Cola Consolidated Common Stock and Class B Common Stock. Capital Structure |
Board | For | AGAINST 13 funds |
Split 3 FOR, 1 AGAINST |
| COEUR MINING INC. | May 13, 2025 | Election of nine directors: N. Eric Fier Director Elections |
Board | For | FOR 8 funds |
Split 3 FOR, 4 AGAINST |
| COEUR MINING INC. | May 13, 2025 | Election of nine directors: Robert E. Mellor Director Elections |
Board | For | FOR 8 funds |
Split 6 FOR, 1 AGAINST |
| COGNEX CORP. | April 30, 2025 | To approve, on an advisory basis, the compensation of Cognex's named executive officers, as described in the proxy statement including the Compensation Discussion and Analysis, compensation tables and narrative discussion ("say-on-pay"). Say-on-Pay |
Board | For | FOR 15 funds |
Split 2 FOR, 2 AGAINST |
| COHEN & STEERS INC. | May 1, 2025 | Election of Directors: Martin Cohen Director Elections |
Board | For | FOR 8 funds |
Split 3 FOR, 1 AGAINST |
| COHEN & STEERS INC. | May 1, 2025 | Election of Directors: Robert H. Steers Director Elections |
Board | For | FOR 8 funds |
Split 3 FOR, 1 AGAINST |
| COHERENT CORP. | November 14, 2024 | Approval of the Amendment and Restatement of the Coherent Corp. Omnibus Incentive Plan. Compensation |
Board | For | FOR 11 funds |
Split 6 FOR, 1 AGAINST |
| COINBASE GLOBAL INC. | June 18, 2025 | Approval, on a non-binding advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 14 funds |
Split 7 FOR, 2 AGAINST |
| COLGATE-PALMOLIVE CO. | May 9, 2025 | Election of directors: John P. Bilbrey Director Elections |
Board | For | FOR 13 funds |
Split 7 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.