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
2,107 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 |
|---|---|---|---|---|---|---|
| AMGEN INC. | May 23, 2025 | To ratify the selection of Ernst & Young LLP as our independent registered public accountants for the fiscal year ending December 31, 2025. Audit-related |
Board | For | FOR 15 funds |
Split 10 FOR, 1 AGAINST |
| AMICUS THERAPEUTICS INC. | June 5, 2025 | Approval of the 2025 Equity Incentive Plan. Compensation |
Board | For | FOR 5 funds |
Split 3 FOR, 2 AGAINST |
| AMKOR TECHNOLOGY INC. | May 15, 2025 | Advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 13 funds |
Split 2 FOR, 3 AGAINST |
| AMKOR TECHNOLOGY INC. | May 15, 2025 | Election of Directors: Winston J. Churchill Director Elections |
Board | For | FOR 12 funds |
Split 4 FOR, 1 AGAINST |
| AMN HEALTHCARE SERVICES INC. | May 2, 2025 | To approve, by non-binding advisory vote, the compensation paid to our named executive officers. Say-on-Pay |
Board | For | AGAINST 8 funds |
Split 1 FOR, 2 AGAINST |
| AMNEAL PHARMACEUTICALS INC. | May 6, 2025 | Election of Directors: Gautam Patel Director Elections |
Board | For | FOR 5 funds |
Split 3 FOR, 1 AGAINST |
| AMNEAL PHARMACEUTICALS INC. | May 6, 2025 | Election of Directors: Paul Meister Director Elections |
Board | For | FOR 5 funds |
Split 1 FOR, 3 AGAINST |
| AMPHENOL CORP. | May 15, 2025 | Approval of an amendment to the Company's Restated Certificate of Incorporation to increase the number of authorized shares of Common Stock Capital Structure |
Board | For | AGAINST 14 funds |
Split 7 FOR, 1 AGAINST |
| AMPLITUDE INC. | June 12, 2025 | The approval, on an advisory (non-binding) basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
Split 1 FOR, 1 AGAINST |
| ANGIODYNAMICS INC. | November 12, 2024 | Approval of an amendment to increase the number of shares available for issuance under the AngioDynamics, Inc. 2020 Equity Incentive Plan. Compensation |
Board | For | FOR 4 funds |
Split 3 FOR, 1 AGAINST |
| ANIKA THERAPEUTICS INC. | June 20, 2025 | Advisory vote on the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 6 funds |
Split 1 FOR, 2 AGAINST |
| ANIKA THERAPEUTICS INC. | June 20, 2025 | Approval of the Amendment to the Anika Therapeutics, Inc. 2017 Omnibus Incentive Plan. Compensation |
Board | For | FOR 5 funds |
Split 2 FOR, 1 AGAINST |
| ANNALY CAP | May 14, 2025 | Advisory approval of the Company's executive compensation. Say-on-Pay |
Board | Not determined | FOR 14 funds |
Split 1 FOR, 1 AGAINST |
| ANSYS INC. | June 27, 2025 | Election of Seven Directors for One-Year Terms: Ravi Vijayaraghavan Director Elections |
Board | For | AGAINST 13 funds |
Split 4 FOR, 2 AGAINST |
| ANTERIX INC. | August 6, 2024 | To approve Amendment No. 1 to the Anterix Inc. 2023 Stock Plan to increase the number of shares available for issuance under the plan and clarify certain vesting restriction provisions. Compensation |
Board | For | FOR 4 funds |
Split 3 FOR, 1 AGAINST |
| ANTERIX INC. | August 6, 2024 | To approve, on an advisory (non-binding) basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
Split 1 FOR, 3 AGAINST |
| ANTERO RESOURCES CORP. | June 4, 2025 | To approve, on an advisory basis, the compensation of Antero Resources Corporation's named executive officers. Say-on-Pay |
Board | For | AGAINST 13 funds |
Split 2 FOR, 2 AGAINST |
| ANYWHERE REAL ESTATE INC. | May 7, 2025 | Advisory Approval of the Compensation of Our Named Executive Officers. Say-on-Pay |
Board | For | FOR 9 funds |
Split 2 FOR, 2 AGAINST |
| ANYWHERE REAL ESTATE INC. | May 7, 2025 | Approval of the Third Amended and Restated 2018 Long-Term Incentive Plan. Compensation |
Board | For | FOR 8 funds |
Split 1 FOR, 3 AGAINST |
| API GROUP | May 16, 2025 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | Not determined | FOR 13 funds |
Split 6 FOR, 1 AGAINST |
| APOLLO GLOBAL MANAGEMENT INC. | June 6, 2025 | Election of Directors: Lynn Swann Director Elections |
Board | For | FOR 15 funds |
Split 3 FOR, 2 AGAINST |
| APOLLO GLOBAL MANAGEMENT INC. | June 6, 2025 | Election of Directors: Marc Beilinson Director Elections |
Board | For | FOR 15 funds |
Split 3 FOR, 2 AGAINST |
| APOLLO GLOBAL MANAGEMENT INC. | June 6, 2025 | Election of Directors: Mitra Hormozi Director Elections |
Board | For | FOR 15 funds |
Split 3 FOR, 2 AGAINST |
| APPLE INC. | February 25, 2025 | Advisory vote to approve executive compensation Say-on-Pay |
Board | For | FOR 18 funds |
Split 17 FOR, 1 AGAINST |
| APPLIED MATERIALS INC. | March 6, 2025 | Election of Directors: Judy Bruner Director Elections |
Board | For | FOR 14 funds |
Split 14 FOR, 1 AGAINST |
| APPLOVIN CORP. | June 4, 2025 | Election of Directors: ADAM FOROUGHI Director Elections |
Board | For | FOR 11 funds |
Split 7 FOR, 8 WITHHOLD |
| APPLOVIN CORP. | June 4, 2025 | Election of Directors: ALYSSA HARVEY DAWSON Director Elections |
Board | For | FOR 11 funds |
Split 5 FOR, 10 WITHHOLD |
| APPLOVIN CORP. | June 4, 2025 | Election of Directors: BARBARA MESSING Director Elections |
Board | For | FOR 11 funds |
Split 5 FOR, 10 WITHHOLD |
| APPLOVIN CORP. | June 4, 2025 | Election of Directors: CRAIG BILLINGS Director Elections |
Board | For | FOR 11 funds |
Split 11 FOR, 4 WITHHOLD |
| APPLOVIN CORP. | June 4, 2025 | Election of Directors: HERALD CHEN Director Elections |
Board | For | FOR 11 funds |
Split 7 FOR, 8 WITHHOLD |
| APPLOVIN CORP. | June 4, 2025 | Election of Directors: MARGARET GEORGIADIS Director Elections |
Board | For | WITHHOLD 11 funds |
Split 2 FOR, 13 WITHHOLD |
| APPLOVIN CORP. | June 4, 2025 | Election of Directors: MAYNARD WEBB Director Elections |
Board | For | FOR 11 funds |
Split 13 FOR, 2 WITHHOLD |
| APTARGROUP | May 7, 2025 | Election of Directors: Giovanna Kampouri Monnas Director Elections |
Board | Not determined | FOR 12 funds |
Split 3 FOR, 1 AGAINST |
| APTARGROUP | May 7, 2025 | Election of Directors: Isabel Marey-Semper Director Elections |
Board | Not determined | FOR 12 funds |
Split 3 FOR, 1 AGAINST |
| APTIV PLC | April 23, 2025 | Election of Directors: Paul M. Meister Director Elections |
Board | For | FOR 15 funds |
Split 6 FOR, 3 AGAINST |
| ARCELLX INC. | May 28, 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. Say-on-Pay |
Board | For | AGAINST 6 funds |
Split 1 FOR, 2 AGAINST |
| ARCH CAPIT | May 7, 2025 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | Not determined | FOR 14 funds |
Split 5 FOR, 4 AGAINST |
| ARCHER-DANIELS-MIDLAND CO. | May 8, 2025 | Advisory Vote on Executive Compensation. Say-on-Pay |
Board | For | FOR 15 funds |
Split 4 FOR, 1 AGAINST |
| ARCHER-DANIELS-MIDLAND CO. | May 8, 2025 | Election of Directors: K.R. Westbrook Director Elections |
Board | For | FOR 13 funds |
Split 4 FOR, 1 AGAINST |
| ARCOSA INC. | May 14, 2025 | Election of nine (9) Directors to serve on the Board: Melanie M. Trent Director Elections |
Board | For | FOR 7 funds |
Split 5 FOR, 1 AGAINST |
| ARCUS BIOSCIENCES INC. | June 10, 2025 | Election of Directors: Andrew Perlman, M.D., Ph.D. Director Elections |
Board | For | FOR 5 funds |
Split 1 FOR, 2 WITHHOLD |
| ARCUS BIOSCIENCES INC. | June 10, 2025 | Election of Directors: Yasunori Kaneko, M.D. Director Elections |
Board | For | FOR 5 funds |
Split 1 FOR, 2 WITHHOLD |
| ARCUTIS BIOTHERAPEUTICS INC. | June 12, 2025 | To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
Split 2 FOR, 1 AGAINST |
| ARDELYX INC. | June 18, 2025 | To approve the Amendment to the Amended and Restated 2014 Equity Incentive Award Plan. Compensation |
Board | For | FOR 5 funds |
Split 1 FOR, 1 AGAINST |
| ARES MANAGEMENT CORP. | June 6, 2025 | Election of Directors: Antoinette Bush Director Elections |
Board | For | AGAINST 11 funds |
Split 1 FOR, 6 AGAINST |
| ARES MANAGEMENT CORP. | June 6, 2025 | Election of Directors: Ashish Bhutani Director Elections |
Board | For | AGAINST 11 funds |
Split 5 FOR, 2 AGAINST |
| ARES MANAGEMENT CORP. | June 6, 2025 | Election of Directors: Bennett Rosenthal Director Elections |
Board | For | FOR 11 funds |
Split 3 FOR, 4 AGAINST |
| ARES MANAGEMENT CORP. | June 6, 2025 | Election of Directors: David B. Kaplan Director Elections |
Board | For | FOR 11 funds |
Split 3 FOR, 4 AGAINST |
| ARES MANAGEMENT CORP. | June 6, 2025 | Election of Directors: Dr. Judy D. Olian Director Elections |
Board | For | AGAINST 11 funds |
Split 1 FOR, 6 AGAINST |
| ARES MANAGEMENT CORP. | June 6, 2025 | Election of Directors: Eileen Naughton Director Elections |
Board | For | AGAINST 11 funds |
Split 5 FOR, 2 AGAINST |
| ARES MANAGEMENT CORP. | June 6, 2025 | Election of Directors: Michael J Arougheti Director Elections |
Board | For | FOR 11 funds |
Split 1 FOR, 5 AGAINST |
| ARES MANAGEMENT CORP. | June 6, 2025 | Election of Directors: Michael Lynton Director Elections |
Board | For | AGAINST 11 funds |
Split 5 FOR, 2 AGAINST |
| ARES MANAGEMENT CORP. | June 6, 2025 | Election of Directors: Paul G. Joubert Director Elections |
Board | For | AGAINST 11 funds |
Split 5 FOR, 2 AGAINST |
| ARES MANAGEMENT CORP. | June 6, 2025 | Election of Directors: R. Kipp deVeer Director Elections |
Board | For | FOR 11 funds |
Split 3 FOR, 4 AGAINST |
| ARHAUS INC. | May 15, 2025 | To elect four Directors, each to serve a three-year term: John M. Roth Director Elections |
Board | For | WITHHOLD 4 funds |
Split 1 FOR, 2 WITHHOLD |
| ARISTA NETWORKS INC. | May 30, 2025 | Approval, on an advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 16 funds |
Split 6 FOR, 8 AGAINST |
| ARLO TECHNOLOGIES INC. | June 20, 2025 | Advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 6 funds |
Split 1 FOR, 2 AGAINST |
| ARMADA HOFFLER PROPERTIES INC. | June 18, 2025 | Election of Directors: Daniel A. Hoffler Director Elections |
Board | For | FOR 5 funds |
Split 1 FOR, 1 AGAINST |
| ARMADA HOFFLER PROPERTIES INC. | June 18, 2025 | Election of Directors: George F. Allen Director Elections |
Board | For | FOR 5 funds |
Split 1 FOR, 1 AGAINST |
| ARMADA HOFFLER PROPERTIES INC. | June 18, 2025 | Election of Directors: Louis S. Haddad Director Elections |
Board | For | FOR 5 funds |
Split 1 FOR, 1 AGAINST |
| ARMSTRONG WORLD INDUSTRIES INC. | June 12, 2025 | To approve, on an advisory basis, our executive compensation program. Say-on-Pay |
Board | For | FOR 13 funds |
Split 1 FOR, 2 AGAINST |
| ARRAY TECHNOLOGIES INC. | May 20, 2025 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 7 funds |
Split 1 FOR, 1 AGAINST |
| ARROWHEAD PHARMACEUTICALS INC. | March 12, 2025 | Advisory Vote to Approve Executive Compensation. Say-on-Pay |
Board | For | AGAINST 5 funds |
Split 2 FOR, 1 AGAINST |
| ARROWHEAD PHARMACEUTICALS INC. | March 12, 2025 | Election of Directors: William Waddill Director Elections |
Board | For | FOR 4 funds |
Split 1 FOR, 2 AGAINST |
| ARVINAS INC. | June 25, 2025 | To approve, on an advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
Split 2 FOR, 3 AGAINST |
| ASHLAND IN | January 21, 2025 | Election of Directors: Jerome A. Peribere Director Elections |
Board | Not determined | FOR 9 funds |
Split 2 FOR, 1 AGAINST |
| ASPEN AEROGELS INC. | April 30, 2025 | Approval of the Aspen Aerogels Amended and Restated 2023 Equity Incentive Plan. Compensation |
Board | For | AGAINST 4 funds |
Split 1 FOR, 3 AGAINST |
| ASSURED GUARANTY LTD. | May 2, 2025 | Advisory vote on the compensation paid to the Company's named executive officers Say-on-Pay |
Board | For | AGAINST 9 funds |
Split 2 FOR, 2 AGAINST |
| ASTRANA HEALTH INC. | June 11, 2025 | To approve, on a non-binding advisory basis, the compensation program for the Company's named executive officers as disclosed in the Company's proxy statement. Say-on-Pay |
Board | For | AGAINST 8 funds |
Split 1 FOR, 2 AGAINST |
| ASURE SOFTWARE INC. | June 2, 2025 | To approve, on a non-binding advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 3 funds |
Split 1 FOR, 1 AGAINST |
| AT&T | May 15, 2025 | Advisory Approval of Executive Compensation Say-on-Pay |
Board | Not determined | FOR 14 funds |
Split 10 FOR, 3 AGAINST |
| AT&T INC. | May 15, 2025 | Ratification of the Appointment of Ernst & Young LLP as Independent Auditors Audit-related |
Board | For | FOR 12 funds |
Split 11 FOR, 1 AGAINST |
| ATEA PHARMACEUTICALS INC. | June 20, 2025 | Approval, on an advisory (non-binding) basis, of the compensation of the named executive officers of the Company. Say-on-Pay |
Board | For | FOR 5 funds |
Split 2 FOR, 1 AGAINST |
| ATLANTICUS HOLDINGS CORP. | May 8, 2025 | To approve the "say-on-pay" resolution set forth below: RESOLVED, that the shareholders of Atlanticus Holdings Corporation hereby approve, on an advisory basis, the compensation of the company's named executive officers, as disclosed in the company's Proxy Statement for the 2025 Annual Meeting of Shareholders pursuant to the compensation disclosure rules of the Securities and Exchange Commission, including the Summary Compensation Table and the other related tables and disclosure. Say-on-Pay |
Board | For | FOR 3 funds |
Split 1 FOR, 3 AGAINST |
| ATLASSIAN CORP PLC | December 11, 2024 | An advisory vote to approve the compensation of our named executive officers for the fiscal year ended June 30, 2024. Say-on-Pay |
Board | Not determined | FOR 8 funds |
Split 2 FOR, 2 AGAINST |
| ATMOS ENERGY CORP. | February 5, 2025 | ELECTION OF DIRECTORS: Frank Yoho Director Elections |
Board | For | FOR 13 funds |
Split 5 FOR, 1 AGAINST |
| ATMOS ENERGY CORP. | February 5, 2025 | Proposal to approve an amendment to the Company's 1998 Long - Term Incentive Plan to provide for an increase of 2,000,000 shares of common stock reserved for issuance under the plan. Compensation |
Board | For | FOR 13 funds |
Split 4 FOR, 2 AGAINST |
| ATRICURE INC. | May 19, 2025 | Advisory vote on the compensation of our named executive officers as disclosed in the proxy statement for the 2025 Annual Meeting. Say-on-Pay |
Board | For | AGAINST 6 funds |
Split 2 FOR, 3 AGAINST |
| ATRICURE INC. | May 19, 2025 | Election of Directors: B. Kristine Johnson Director Elections |
Board | For | AGAINST 4 funds |
Split 3 FOR, 2 AGAINST |
| ATRICURE INC. | May 19, 2025 | Election of Directors: Deborah H. Telman Director Elections |
Board | For | AGAINST 4 funds |
Split 3 FOR, 2 AGAINST |
| ATRICURE INC. | May 19, 2025 | Election of Directors: Karen N. Prange Director Elections |
Board | For | AGAINST 4 funds |
Split 3 FOR, 2 AGAINST |
| AURORA INNOVATION INC. | May 22, 2025 | Election of Directors: Sterling Anderson Director Elections |
Board | For | FOR 6 funds |
Split 2 FOR, 1 WITHHOLD |
| AUTODESK INC. | July 16, 2024 | Election of Directors: Blake Irving Director Elections |
Board | For | FOR 12 funds |
Split 4 FOR, 2 AGAINST |
| 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 |
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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.