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 |
|---|---|---|---|---|---|---|
| COLLEGIUM PHARMACEUTICAL INC. | May 15, 2025 | To approve the Collegium Pharmaceutical, Inc. 2025 Equity Incentive Plan Compensation |
Board | For | FOR 8 funds |
Split 1 FOR, 3 AGAINST |
| COLUMBIA SPORTSWEAR CO. | June 5, 2025 | To approve, by non-binding vote, executive compensation. Say-on-Pay |
Board | For | FOR 14 funds |
Split 3 FOR, 1 AGAINST |
| COMCAST CORP. | June 18, 2025 | Advisory vote on executive compensation Say-on-Pay |
Board | For | FOR 16 funds |
Split 13 FOR, 1 AGAINST |
| COMCAST CORP. | June 18, 2025 | Ratify appointment of our independent auditors Audit-related |
Board | For | FOR 13 funds |
Split 2 FOR, 1 AGAINST |
| COMMERCE BANCSHARES INC. | April 25, 2025 | To elect one Director to the 2027 Class for a term of two years: Benjamin F. Rassieur, III Director Elections |
Board | For | FOR 12 funds |
Split 4 FOR, 1 WITHHOLD |
| COMMERCIAL VEHICLE GROUP INC. | May 15, 2025 | A non-binding advisory vote on the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 2 funds |
Split 1 FOR, 2 AGAINST |
| COMMSCOPE HOLDING COMPANY INC. | May 8, 2025 | Non-binding, advisory vote to approve the compensation of our named executive officers as described in the proxy statement. Say-on-Pay |
Board | For | AGAINST 9 funds |
Split 1 FOR, 1 AGAINST |
| COMPASS MINERALS INTERNATIONAL INC. | March 6, 2025 | Elect eight director nominees, each for a one-year term: Shane T. Wagnon Director Elections |
Board | For | FOR 7 funds |
Split 2 FOR, 1 AGAINST |
| COMPASS MINERALS INTERNATIONAL INC. | March 6, 2025 | Elect eight director nominees, each for a one-year term: Vance O. Holtzman Director Elections |
Board | For | AGAINST 7 funds |
Split 2 FOR, 1 AGAINST |
| CONCENTRA GROUP HOLDINGS PARENT INC | May 1, 2025 | Hold a non-binding advisory vote on the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 8 funds |
Split 2 FOR, 2 AGAINST |
| CONCENTRIX | October 28, 2024 | Approval to amend the Concentrix Corporation 2020 Stock Incentive Plan, including to (i) increase the number of authorized shares thereunder by 3,000,000 shares and (ii) to remove the evergreen provision, among other amendments. Compensation |
Board | Not determined | FOR 11 funds |
Split 1 FOR, 1 AGAINST |
| CONDUENT INC. | May 20, 2025 | Approval, on an advisory basis, of the 2024 compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 8 funds |
Split 4 FOR, 1 AGAINST |
| CONFLUENT INC. | June 11, 2025 | Approval, on a non-binding advisory basis, of the compensation of our named executive officers, as disclosed in the Proxy Statement. Say-on-Pay |
Board | For | FOR 9 funds |
Split 2 FOR, 3 AGAINST |
| CONNECTONE BANCORP INC. | May 20, 2025 | To vote, on an advisory basis, to approve the executive compensation of ConnectOne Bancorp, Inc.'s named executive officers, as described in the proxy statement. Say-on-Pay |
Board | For | FOR 5 funds |
Split 3 FOR, 2 AGAINST |
| CONOCOPHILLIPS | May 13, 2025 | ELECTION OF DIRECTORS: David T. Seaton Director Elections |
Board | For | FOR 12 funds |
Split 8 FOR, 1 AGAINST |
| CONSTELLATION BRANDS INC. | July 17, 2024 | Election of Directors: Jennifer M. Daniels Director Elections |
Board | For | FOR 16 funds |
Split 8 FOR, 1 AGAINST |
| CONSTELLATION BRANDS INC. | July 17, 2024 | Election of Directors: Richard Sands Director Elections |
Board | For | FOR 16 funds |
Split 8 FOR, 1 AGAINST |
| CONSTELLATION BRANDS INC. | July 17, 2024 | Election of Directors: Robert Sands Director Elections |
Board | For | FOR 16 funds |
Split 8 FOR, 1 AGAINST |
| CONSTRUCTION PARTNERS INC | March 20, 2025 | Advisory, non-binding vote on executive compensation. Say-on-Pay |
Board | For | FOR 9 funds |
Split 2 FOR, 2 AGAINST |
| COOPER COMPANIES INC. | April 2, 2025 | Election of Directors: Lawrence E. Kurzius Director Elections |
Board | For | FOR 13 funds |
Split 1 FOR, 2 AGAINST |
| COOPER-STANDARD HOLDINGS INC. | May 15, 2025 | Advisory Vote on Named Executive Officer Compensation. Say-on-Pay |
Board | For | AGAINST 6 funds |
Split 1 FOR, 2 AGAINST |
| COOPER-STANDARD HOLDINGS INC. | May 15, 2025 | Election of Directors: David J. Mastrocola Director Elections |
Board | For | FOR 5 funds |
Split 1 FOR, 2 AGAINST |
| COOPER-STANDARD HOLDINGS INC. | May 15, 2025 | Election of Directors: John G. Boss Director Elections |
Board | For | FOR 5 funds |
Split 1 FOR, 2 AGAINST |
| COOPER-STANDARD HOLDINGS INC. | May 15, 2025 | Election of Directors: Robert J. Remenar Director Elections |
Board | For | FOR 5 funds |
Split 1 FOR, 2 AGAINST |
| COOPER-STANDARD HOLDINGS INC. | May 15, 2025 | Election of Directors: Stephen A. Van Oss Director Elections |
Board | For | FOR 5 funds |
Split 1 FOR, 2 AGAINST |
| CORNING INC. | May 1, 2025 | Advisory approval of our executive compensation (Say on Pay). Say-on-Pay |
Board | For | FOR 14 funds |
Split 3 FOR, 4 AGAINST |
| CORPAY INC. | June 11, 2025 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | FOR 15 funds |
Split 1 FOR, 8 AGAINST |
| CORPAY INC. | June 11, 2025 | Elect Directors nominated by the Board of Directors for a one-year term: Hala G. Moddelmog Director Elections |
Board | For | FOR 13 funds |
Split 7 FOR, 1 AGAINST |
| CORPAY INC. | June 11, 2025 | Elect Directors nominated by the Board of Directors for a one-year term: Rahul Gupta Director Elections |
Board | For | FOR 13 funds |
Split 6 FOR, 2 AGAINST |
| CORPAY INC. | June 11, 2025 | Elect Directors nominated by the Board of Directors for a one-year term: Steven T. Stull Director Elections |
Board | For | FOR 13 funds |
Split 7 FOR, 1 AGAINST |
| CORTEVA INC. | April 30, 2025 | Advisory resolution to approve executive compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 15 funds |
Split 6 FOR, 2 AGAINST |
| COSTAR GROUP INC. | June 26, 2025 | Proposal to approve, on an advisory basis, the Company's executive compensation. Other Social Issues |
Board | For | AGAINST 15 funds |
Split 3 FOR, 4 AGAINST |
| COSTCO WHOLESALE CORP. | January 23, 2025 | Election of Directors: Jeffrey S. Raikes Director Elections |
Board | For | FOR 13 funds |
Split 13 FOR, 1 AGAINST |
| COSTCO WHOLESALE CORP. | January 23, 2025 | Election of Directors: Maggie Wilderotter Director Elections |
Board | For | FOR 13 funds |
Split 11 FOR, 3 AGAINST |
| COSTCO WHOLESALE CORP. | January 23, 2025 | Ratification of selection of independent auditors. Audit-related |
Board | For | FOR 13 funds |
Split 14 FOR, 1 AGAINST |
| COTY INC. | November 7, 2024 | Approval, on an advisory (non-binding) basis, of the compensation of Coty Inc.'s named executive officers, as disclosed in the proxy statement. Say-on-Pay |
Board | For | AGAINST 13 funds |
Split 1 FOR, 2 AGAINST |
| COTY INC. | November 7, 2024 | Election of Directors: Gordon von Bretten Director Elections |
Board | For | FOR 12 funds |
Split 1 FOR, 2 WITHHOLD |
| COTY INC. | November 7, 2024 | Election of Directors: Joachim Creus Director Elections |
Board | For | FOR 12 funds |
Split 1 FOR, 2 WITHHOLD |
| COTY INC. | November 7, 2024 | Election of Directors: Lubomira Rochet Director Elections |
Board | For | FOR 12 funds |
Split 1 FOR, 2 WITHHOLD |
| COTY INC. | November 7, 2024 | Election of Directors: Peter Harf Director Elections |
Board | For | FOR 12 funds |
Split 1 FOR, 2 WITHHOLD |
| COTY INC. | November 7, 2024 | Election of Directors: Sue Y. Nabi Director Elections |
Board | For | FOR 12 funds |
Split 1 FOR, 2 WITHHOLD |
| COUPANG INC. | June 12, 2025 | Election of Directors: Benjamin Sun Director Elections |
Board | For | FOR 6 funds |
Split 1 FOR, 5 AGAINST |
| COUPANG INC. | June 12, 2025 | Election of Directors: Bom Kim Director Elections |
Board | For | FOR 6 funds |
Split 3 FOR, 3 AGAINST |
| COUPANG INC. | June 12, 2025 | Election of Directors: Neil Mehta Director Elections |
Board | For | FOR 6 funds |
Split 1 FOR, 5 AGAINST |
| COURSERA INC. | May 20, 2025 | Approval, on a non-binding advisory basis, of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
Split 2 FOR, 2 AGAINST |
| CRH PLC | May 8, 2025 | Approval of the CRH plc Equity Incentive Plan Compensation |
Board | For | FOR 14 funds |
Split 6 FOR, 2 AGAINST |
| CRH PLC | May 8, 2025 | Consideration of Named Executive Officer Compensation for 2024 ("Say-on-Pay") Say-on-Pay |
Board | For | FOR 15 funds |
Split 6 FOR, 2 AGAINST |
| CRINETICS PHARMACEUTICALS INC. | June 11, 2025 | To elect three directors to serve as Class I directors for a three-year term to expire at the 2028 annual meeting of stockholders: Matthew K. Fust Director Elections |
Board | For | FOR 4 funds |
Split 2 FOR, 1 WITHHOLD |
| CROWN HOLDINGS INC. | May 1, 2025 | Approval by advisory vote of the resolution on executive compensation as described in the Proxy Statement. Say-on-Pay |
Board | For | FOR 13 funds |
Split 6 FOR, 2 AGAINST |
| CSX CORP. | May 7, 2025 | Advisory (non-binding) resolution to approve compensation for the Company's named executive officers. Say-on-Pay |
Board | For | FOR 14 funds |
Split 10 FOR, 2 AGAINST |
| CUMMINS INC. | May 13, 2025 | Advisory vote to approve the compensation of our named executive officers as disclosed in the proxy statement. Say-on-Pay |
Board | For | FOR 15 funds |
Split 8 FOR, 3 AGAINST |
| CURBLINE PROPERTIES CORP. | May 7, 2025 | Election of two Class I Directors: Linda B. Abraham Director Elections |
Board | For | FOR 9 funds |
Split 2 FOR, 1 AGAINST |
| CURTISS-WRIGHT CORP. | May 8, 2025 | An advisory (non-binding) vote to approve the compensation of the Company's named executive officers Say-on-Pay |
Board | For | FOR 15 funds |
Split 7 FOR, 2 AGAINST |
| CVR ENERGY INC. | June 5, 2025 | To approve the Third Amended & Restated CVR Energy, Inc. 2007 Long-Term Incentive Plan. Compensation |
Board | For | FOR 7 funds |
Split 2 FOR, 2 AGAINST |
| CVR ENERGY INC. | June 5, 2025 | To approve, on an advisory basis, our named executive officer compensation. Say-on-Pay |
Board | For | FOR 8 funds |
Split 2 FOR, 2 AGAINST |
| CVS HEALTH CORP. | May 15, 2025 | Say on Pay, a Proposal to Approve, on an Advisory Basis, the Company's Executive Compensation. Shareholder Rights and Defenses |
Board | For | AGAINST 16 funds |
Split 4 FOR, 5 AGAINST |
| DAILY JOURNAL CORP. | February 19, 2025 | Election of four Directors: John B. Frank Director Elections |
Board | For | AGAINST 4 funds |
Split 1 FOR, 1 AGAINST |
| DAILY JOURNAL CORP. | February 19, 2025 | Election of four Directors: Steven Myhill-Jones Director Elections |
Board | For | FOR 4 funds |
Split 1 FOR, 1 AGAINST |
| DAKOTA GOLD CORP. | May 13, 2025 | Election of Directors: Robert Quartermain Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 1 WITHHOLD |
| DANA INC. | April 24, 2025 | Approval of a non-binding advisory proposal approving executive compensation. Say-on-Pay |
Board | For | FOR 9 funds |
Split 3 FOR, 2 AGAINST |
| DANAHER CORP. | May 6, 2025 | To approve on an advisory basis the Company's named executive officer compensation. Say-on-Pay |
Board | For | FOR 14 funds |
Split 8 FOR, 1 AGAINST |
| DANAHER CORP. | May 6, 2025 | To ratify the selection of Ernst & Young LLP as Danaher's independent registered public accounting firm for the year ending December 31, 2025. Audit-related |
Board | For | FOR 12 funds |
Split 8 FOR, 1 AGAINST |
| DARDEN RESTAURANTS INC. | September 18, 2024 | To obtain non-binding advisory approval of the Company's executive compensation. Say-on-Pay |
Board | For | FOR 16 funds |
Split 11 FOR, 1 AGAINST |
| DATADOG | June 3, 2025 | Advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 14 funds |
Split 10 FOR, 1 AGAINST |
| DATADOG INC. | June 3, 2025 | To elect three Class III directors, each to hold office until our Annual Meeting of Stockholders in 2028: Titi Cole Director Elections |
Board | For | FOR 12 funds |
Split 3 FOR, 2 WITHHOLD |
| DAVE & BUSTER'S ENTERTAINMENT INC. | June 18, 2025 | Approval of 2025 Omnibus Incentive Plan Compensation |
Board | For | FOR 7 funds |
Split 1 FOR, 2 AGAINST |
| DAVE & BUSTER'S ENTERTAINMENT INC. | June 18, 2025 | Election of Directors: Atish Shah Director Elections |
Board | For | AGAINST 7 funds |
Split 2 FOR, 1 AGAINST |
| DAVE INC. | June 2, 2025 | Director Election: Yadin Rozov Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 1 WITHHOLD |
| DAYFORCE INC. | May 2, 2025 | To approve, on a non-binding, advisory basis, the compensation of Dayforce's named executive officers (commonly known as a "Say on Pay" vote) Say-on-Pay |
Board | For | AGAINST 16 funds |
Split 1 FOR, 2 AGAINST |
| DECKERS OUTDOOR CORP. | September 9, 2024 | Election of Directors: Nelson C. Chan Director Elections |
Board | For | FOR 15 funds |
Split 5 FOR, 3 AGAINST |
| DEERE & CO. | February 26, 2025 | Advisory vote to approve executive compensation ("say-on-pay") Say-on-Pay |
Board | For | FOR 14 funds |
Split 7 FOR, 2 AGAINST |
| DEFINITIVE HEALTHCARE CORP. | June 5, 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 5 funds |
Split 1 FOR, 2 AGAINST |
| DELEK US HOLDINGS INC. | April 29, 2025 | Election of Directors: Vasiliki (Vicky) Sutil Director Elections |
Board | For | FOR 7 funds |
Split 3 FOR, 1 AGAINST |
| DELTA AIR LINES INC. | June 19, 2025 | Election of Nominees for Director: Sergio A. L. Rial Director Elections |
Board | For | FOR 13 funds |
Split 6 FOR, 2 AGAINST |
| DENNY'S CO. | May 14, 2025 | An advisory resolution to approve the executive compensation of the Company. Say-on-Pay |
Board | Not determined | FOR 8 funds |
Split 2 FOR, 2 AGAINST |
| DENTSPLY SIRONA INC. | May 21, 2025 | Approval of Amendment No. 1 to the 2024 Omnibus Incentive Plan to increase the number of shares of the Company's Common Stock issuable under such Plan. Compensation |
Board | For | FOR 11 funds |
Split 4 FOR, 1 AGAINST |
| DESIGNER BRANDS INC. | June 18, 2025 | Advisory vote on the compensation paid to our named executive officers in the fiscal year ended February 1, 2025. Say-on-Pay |
Board | For | FOR 7 funds |
Split 1 FOR, 2 AGAINST |
| DESTINATION XL GROUP INC. | August 8, 2024 | To approve amendments to our 2016 Incentive Compensation Plan, including the increase in the total number of shares of common stock authorized for issuance under the plan by 6,150,000 shares. Compensation |
Board | For | FOR 2 funds |
Split 2 FOR, 1 AGAINST |
| DESTINATION XL GROUP INC. | August 8, 2024 | To approve, on an advisory basis, named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 3 funds |
Split 1 FOR, 2 AGAINST |
| DEVON ENERGY CORP. | June 4, 2025 | Advisory Vote to Approve Executive Compensation. Say-on-Pay |
Board | For | AGAINST 14 funds |
Split 3 FOR, 5 AGAINST |
| DEXCOM INC. | May 8, 2025 | To approve our Amended and Restated 2015 Equity Incentive Plan (as amended and restated) to, among other things, increase the number of shares reserved for issuance thereunder by 3,400,000 shares. Compensation |
Board | For | FOR 14 funds |
Split 10 FOR, 2 AGAINST |
| DEXCOM INC. | May 8, 2025 | To provide a non-binding advisory vote on the compensation of our named executive officers for the fiscal year ended December 31, 2024. Say-on-Pay |
Board | For | FOR 16 funds |
Split 8 FOR, 3 AGAINST |
| DIAMOND HILL INVESTMENT GROUP INC. | April 29, 2025 | Approval and adoption of the Diamond Hill Investment Group, Inc. 2025 Equity and Cash Incentive Plan. Compensation |
Board | For | FOR 7 funds |
Split 2 FOR, 1 AGAINST |
| DIAMONDBACK ENERGY INC. | May 21, 2025 | The approval, on an advisory basis, of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 14 funds |
Split 8 FOR, 4 AGAINST |
| DIEBOLD NI | April 30, 2025 | Election of Directors: Mark Gross Director Elections |
Board | Not determined | FOR 4 funds |
Split 3 FOR, 1 AGAINST |
| DIGI INTERNATIONAL INC. | February 3, 2025 | Company proposal to approve the amendment and restatement of the Digi International Inc. 2021 Omnibus Incentive Plan. Compensation |
Board | For | FOR 4 funds |
Split 1 FOR, 2 AGAINST |
| DIGITAL REALTY TRUST INC. | June 6, 2025 | Election of Directors: Mark R. Patterson Director Elections |
Board | For | FOR 16 funds |
Split 3 FOR, 1 AGAINST |
| DIGITAL REALTY TRUST INC. | June 6, 2025 | Election of Directors: Mary Hogan Preusse Director Elections |
Board | For | FOR 16 funds |
Split 3 FOR, 1 AGAINST |
| DIGITAL TURBINE INC. | August 27, 2024 | To approve, in a non-binding advisory vote, the compensation of our named executive officers, commonly referred to as "Say-on-pay." Say-on-Pay |
Board | For | FOR 5 funds |
Split 1 FOR, 2 AGAINST |
| DIGITALBRIDGE GROUP INC. | May 23, 2025 | To approve, on a non-binding, advisory basis, named executive officer compensation. Say-on-Pay |
Board | For | FOR 8 funds |
Split 1 FOR, 2 AGAINST |
| DIGITALOCEAN HOLDINGS INC. | June 9, 2025 | Approval, on a non-binding advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 10 funds |
Split 2 FOR, 2 AGAINST |
| DIGITALOCEAN HOLDINGS INC. | June 9, 2025 | Election of Class I Director: Padmanabhan Srinivasan Director Elections |
Board | For | FOR 8 funds |
Split 1 FOR, 3 WITHHOLD |
| DIME COMMUNITY BANCSHARES INC. | May 22, 2025 | Approval, by a non-binding advisory vote, of the compensation of the Company's Named Executive Officers. Say-on-Pay |
Board | For | FOR 8 funds |
Split 3 FOR, 2 AGAINST |
| DINE BRANDS GLOBAL INC. | May 14, 2025 | Approval of an amendment to the Dine Brands Global, Inc. 2019 Stock Incentive Plan, as amended, to increase the reservation of common stock for issuance thereunder. Compensation |
Board | For | FOR 7 funds |
Split 2 FOR, 1 AGAINST |
| DLH HOLDINGS CORP. | March 13, 2025 | An Advisory Vote regarding the approval of compensation paid to our named Executive Officers. Say-on-Pay |
Board | For | FOR 3 funds |
Split 1 FOR, 1 AGAINST |
| DLH HOLDINGS CORP. | March 13, 2025 | To approve the DLH Holdings Corp. 2025 Equity Incentive Plan. Compensation |
Board | For | FOR 2 funds |
Split 1 FOR, 1 AGAINST |
| DMC GLOBAL INC. | May 14, 2025 | Advisory vote on executive compensation. Say-on-Pay |
Board | For | FOR 3 funds |
Split 1 FOR, 2 AGAINST |
| DMC GLOBAL INC. | May 14, 2025 | Election of Clifton Peter Rose as a director. Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 2 WITHHOLD |
| DOCUSIGN INC. | May 29, 2025 | Approval, on an advisory basis, of our named executive officers' compensation Say-on-Pay |
Board | For | AGAINST 14 funds |
Split 4 FOR, 8 AGAINST |
| DOCUSIGN INC. | May 29, 2025 | Election of Class I Directors: Anna Marrs Director Elections |
Board | For | FOR 12 funds |
Split 10 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.