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 |
|---|---|---|---|---|---|---|
| GRAHAM HOLDINGS CO. | May 6, 2025 | Election of Directors: Tony Allen Director Elections |
Board | For | FOR 7 funds |
Split 2 FOR, 2 AGAINST |
| GREAT SOUTHERN BANCORP INC. | May 7, 2025 | Election of Three Directors, each for a three-year term: Earl A. Steinert, Jr. Director Elections |
Board | For | FOR 4 funds |
Split 2 FOR, 1 WITHHOLD |
| GREAT SOUTHERN BANCORP INC. | May 7, 2025 | Election of Three Directors, each for a three-year term: Julie Turner Brown Director Elections |
Board | For | FOR 4 funds |
Split 2 FOR, 1 WITHHOLD |
| GRIFFON CO. | March 11, 2025 | Approval of the resolution approving the compensation of our executive officers as disclosed in the Proxy Statement. Say-on-Pay |
Board | Not determined | FOR 10 funds |
Split 3 FOR, 2 AGAINST |
| GUARDANT HEALTH INC. | June 18, 2025 | Election of Class I Directors: Musa Tariq Director Elections |
Board | For | FOR 4 funds |
Split 1 FOR, 2 WITHHOLD |
| GUESS INC. | June 10, 2025 | To approve, on an advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 7 funds |
Split 1 FOR, 2 AGAINST |
| H.B. FULLER CO. | April 15, 2025 | Approval of the Third Amendment and Restatement of the H.B. Fuller Company 2020 Master Incentive Plan to increase shares and adopt certain other amendments to the Plan. Compensation |
Board | For | FOR 7 funds |
Split 2 FOR, 2 AGAINST |
| HACKETT GROUP INC. | May 1, 2025 | Election of Directors: Alan T. G. Wix Director Elections |
Board | For | FOR 6 funds |
Split 3 FOR, 1 AGAINST |
| HACKETT GROUP INC. | May 1, 2025 | Election of Directors: Robert A. Rivero Director Elections |
Board | For | FOR 6 funds |
Split 3 FOR, 1 AGAINST |
| HALLADOR ENERGY CO. | May 29, 2025 | Approve, on an Advisory Basis, the Named Executive Officers' Compensation. Say-on-Pay |
Board | For | FOR 3 funds |
Split 2 FOR, 2 AGAINST |
| HALLADOR ENERGY CO. | May 29, 2025 | Election of six Directors for a one-year term: Bryan H. Lawrence Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 3 AGAINST |
| HALLADOR ENERGY CO. | May 29, 2025 | Election of six Directors for a one-year term: Charles R. Wesley, IV Director Elections |
Board | For | FOR 2 funds |
Split 2 FOR, 2 AGAINST |
| HALLADOR ENERGY CO. | May 29, 2025 | Election of six Directors for a one-year term: David C. Hardie Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 3 AGAINST |
| HALLADOR ENERGY CO. | May 29, 2025 | Election of six Directors for a one-year term: David J. Lubar Director Elections |
Board | For | FOR 2 funds |
Split 2 FOR, 2 AGAINST |
| HALLADOR ENERGY CO. | May 29, 2025 | Election of six Directors for a one-year term: Zarrell Gray Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 3 AGAINST |
| HALLIBURTON CO. | May 21, 2025 | Advisory Approval of Executive Compensation. Say-on-Pay |
Board | For | FOR 15 funds |
Split 6 FOR, 1 AGAINST |
| HALLIBURTON CO. | May 21, 2025 | Election of Directors: Earl M. Cummings Director Elections |
Board | For | FOR 14 funds |
Split 5 FOR, 1 AGAINST |
| HALLIBURTON CO. | May 21, 2025 | Election of Directors: Maurice S. Smith Director Elections |
Board | For | FOR 14 funds |
Split 5 FOR, 1 AGAINST |
| HALLIBURTON CO. | May 21, 2025 | Election of Directors: Murry S. Gerber Director Elections |
Board | For | FOR 14 funds |
Split 5 FOR, 1 AGAINST |
| HALLIBURTON CO. | May 21, 2025 | Election of Directors: Robert A. Malone Director Elections |
Board | For | FOR 14 funds |
Split 5 FOR, 1 AGAINST |
| HALLIBURTON CO. | May 21, 2025 | Election of Directors: William E. Albrecht Director Elections |
Board | For | FOR 14 funds |
Split 5 FOR, 1 AGAINST |
| HAMILTON LANE INC. | September 5, 2024 | Advisory, non-binding vote to approve named executive officer compensation. Say-on-Pay |
Board | For | FOR 8 funds |
Split 2 FOR, 2 AGAINST |
| HAMILTON LANE INC. | September 5, 2024 | To approve the Amended and Restated Hamilton Lane Incorporated 2017 Equity Incentive Plan. Compensation |
Board | For | AGAINST 7 funds |
Split 1 FOR, 3 AGAINST |
| HARBORONE BANCORP INC. | May 13, 2025 | The election of the three Class III director nominees named in the proxy statement to serve on our Board of Directors for a term of three years and until their respective successors are duly elected and qualified: Joseph F. Casey Director Elections |
Board | For | FOR 4 funds |
Split 1 FOR, 2 WITHHOLD |
| HARTFORD INSURANCE GROUP INC. | May 21, 2025 | Consider and act on the Company's 2025 Long Term Stock Incentive Plan Compensation |
Board | For | FOR 13 funds |
Split 10 FOR, 1 AGAINST |
| HARTFORD INSURANCE GROUP INC. | May 21, 2025 | Management proposal to approve, on a non-binding advisory basis, the compensation of the Company's named executive officers as disclosed in the Company's proxy statement Say-on-Pay |
Board | For | FOR 15 funds |
Split 9 FOR, 2 AGAINST |
| HBT FINANCIAL INC. | May 20, 2025 | Election of Directors: Allen C. Drake Director Elections |
Board | For | FOR 4 funds |
Split 4 FOR, 1 WITHHOLD |
| HBT FINANCIAL INC. | May 20, 2025 | Election of Directors: C. Alvin Bowman Director Elections |
Board | For | FOR 4 funds |
Split 4 FOR, 1 WITHHOLD |
| HBT FINANCIAL INC. | May 20, 2025 | Election of Directors: Eric E. Burwell Director Elections |
Board | For | FOR 4 funds |
Split 4 FOR, 1 WITHHOLD |
| HBT FINANCIAL INC. | May 20, 2025 | Election of Directors: Fred L. Drake Director Elections |
Board | For | FOR 4 funds |
Split 4 FOR, 1 WITHHOLD |
| HBT FINANCIAL INC. | May 20, 2025 | Election of Directors: Patrick F. Busch Director Elections |
Board | For | FOR 4 funds |
Split 4 FOR, 1 WITHHOLD |
| HCA HEALTHCARE INC. | April 24, 2025 | Election of Directors: Michael W. Michelson Director Elections |
Board | For | FOR 14 funds |
Split 7 FOR, 1 AGAINST |
| HCA HEALTHCARE INC. | April 24, 2025 | Election of Directors: Nancy-Ann DeParle Director Elections |
Board | For | FOR 14 funds |
Split 7 FOR, 1 AGAINST |
| HEALTHPEAK PROPERTIES INC. | April 24, 2025 | Election of Directors: Katherine M. Sandstrom Director Elections |
Board | For | FOR 16 funds |
Split 5 FOR, 2 AGAINST |
| HEICO CORP. | March 14, 2025 | ELECTION OF HEICO'S BOARD OF DIRECTORS FOR THE ENSUING YEAR: Dr. Alan Schriesheim Director Elections |
Board | For | FOR 11 funds |
Split 2 FOR, 2 AGAINST |
| HEICO CORP. | March 14, 2025 | ELECTION OF HEICO'S BOARD OF DIRECTORS FOR THE ENSUING YEAR: Mark H. Hildebrandt Director Elections |
Board | For | AGAINST 11 funds |
Split 2 FOR, 2 AGAINST |
| HEIDRICK & STRUGGLES INTERNATIONAL INC. | May 22, 2025 | Advisory vote to approve Named Executive Officer compensation. Say-on-Pay |
Board | For | FOR 8 funds |
Split 4 FOR, 1 AGAINST |
| HELMERICH & PAYNE INC. | March 5, 2025 | Advisory vote on executive compensation. Say-on-Pay |
Board | For | FOR 8 funds |
Split 4 FOR, 1 AGAINST |
| HELMERICH & PAYNE INC. | March 5, 2025 | Election of Directors: John D. Zeglis Director Elections |
Board | For | FOR 7 funds |
Split 4 FOR, 1 AGAINST |
| HELMERICH & PAYNE INC. | March 5, 2025 | Election of Directors: Randy A. Foutch Director Elections |
Board | For | FOR 7 funds |
Split 4 FOR, 1 AGAINST |
| HENRY SCHEIN INC. | May 22, 2025 | Election of Incumbent Directors: Philip A. Laskawy Director Elections |
Board | For | FOR 14 funds |
Split 9 FOR, 1 AGAINST |
| HERBALIFE LTD. | April 23, 2025 | Approve, on an advisory basis, the compensation of the Company's named executive officers; and Say-on-Pay |
Board | For | AGAINST 8 funds |
Split 1 FOR, 3 AGAINST |
| HERITAGE INSURANCE HOLDINGS INC. | June 10, 2025 | Approve an amendment to the Company's 2023 Omnibus Incentive Plan to increase the number of authorized shares by 1,800,000 shares Compensation |
Board | For | AGAINST 2 funds |
Split 4 FOR, 1 AGAINST |
| HERITAGE INSURANCE HOLDINGS INC. | June 10, 2025 | Approve, on an advisory basis, the compensation of the Company's named executive officers Say-on-Pay |
Board | For | FOR 3 funds |
Split 3 FOR, 2 AGAINST |
| HERITAGE INSURANCE HOLDINGS INC. | June 10, 2025 | Election of Directors: Irini Barlas Director Elections |
Board | For | FOR 2 funds |
Split 3 FOR, 2 WITHHOLD |
| HERITAGE INSURANCE HOLDINGS INC. | June 10, 2025 | Election of Directors: Joseph Vattamattam Director Elections |
Board | For | FOR 2 funds |
Split 3 FOR, 2 WITHHOLD |
| HERITAGE INSURANCE HOLDINGS INC. | June 10, 2025 | Election of Directors: Paul L. Whiting Director Elections |
Board | For | FOR 2 funds |
Split 3 FOR, 2 WITHHOLD |
| HERITAGE INSURANCE HOLDINGS INC. | June 10, 2025 | Election of Directors: Richard Widdicombe Director Elections |
Board | For | WITHHOLD 2 funds |
Split 2 FOR, 3 WITHHOLD |
| HERSHEY CO. | May 6, 2025 | Approve named executive officer compensation on a non-binding advisory basis. Say-on-Pay |
Board | For | FOR 17 funds |
Split 5 FOR, 6 AGAINST |
| HERSHEY CO. | May 6, 2025 | Election of Directors: Huong Maria T. Kraus Director Elections |
Board | For | FOR 15 funds |
Split 6 FOR, 3 AGAINST |
| HERSHEY CO. | May 6, 2025 | Election of Directors: Juan R. Perez Director Elections |
Board | For | AGAINST 15 funds |
Split 5 FOR, 4 AGAINST |
| HERTZ GLOBAL HOLDINGS INC. | May 21, 2025 | Approval, on an advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 8 funds |
Split 1 FOR, 3 AGAINST |
| HEWLETT PACKARD ENTERPRISE CO. | April 2, 2025 | Approval of Amendment No. 4 to the Hewlett Packard Enterprise Company 2021 Stock Incentive Plan to increase the plan's shares available for issuance. Compensation |
Board | For | FOR 13 funds |
Split 5 FOR, 2 AGAINST |
| HF FOODS GROUP INC. | June 3, 2025 | Approval, on an advisory basis, of the compensation of our executive officers as disclosed in the proxy statement. Say-on-Pay |
Board | For | AGAINST 2 funds |
Split 1 FOR, 2 AGAINST |
| HILTON GRAND VACATIONS INC. | May 7, 2025 | Approve by non-binding vote the compensation paid to the Company's named executive officers. Say-on-Pay |
Board | For | FOR 8 funds |
Split 2 FOR, 3 AGAINST |
| HILTON WORLDWIDE HOLDINGS INC. | May 14, 2025 | Election of Directors: Elizabeth A. Smith Director Elections |
Board | For | FOR 14 funds |
Split 10 FOR, 1 AGAINST |
| HILTON WORLDWIDE HOLDINGS INC. | May 14, 2025 | Election of Directors: Melanie L. Healey Director Elections |
Board | For | FOR 14 funds |
Split 10 FOR, 1 AGAINST |
| HILTON WORLDWIDE HOLDINGS INC. | May 14, 2025 | Ratification of the appointment of Ernst & Young LLP as the Company's independent registered public accounting firm for 2025. Audit-related |
Board | For | FOR 14 funds |
Split 11 FOR, 1 AGAINST |
| HOLOGIC INC. | February 26, 2025 | A non-binding advisory vote to approve executive compensation. Say-on-Pay |
Board | For | FOR 15 funds |
Split 7 FOR, 3 AGAINST |
| HOLOGIC INC. | February 26, 2025 | Election of Directors: Martin Madaus Director Elections |
Board | For | FOR 14 funds |
Split 6 FOR, 2 AGAINST |
| HOME DEPOT INC. | May 22, 2025 | Election of Directors: Jeffery H. Boyd Director Elections |
Board | For | FOR 16 funds |
Split 12 FOR, 1 AGAINST |
| HOME DEPOT INC. | May 22, 2025 | Ratification of the Appointment of KPMG LLP Audit-related |
Board | For | FOR 16 funds |
Split 14 FOR, 1 AGAINST |
| HORMEL FOODS CORP. | January 28, 2025 | Approve the Named Executive Officer compensation as disclosed in the Company's 2025 annual meeting proxy statement. Say-on-Pay |
Board | For | FOR 14 funds |
Split 5 FOR, 1 AGAINST |
| HOST HOTELS & RESORTS INC. | May 14, 2025 | Advisory resolution to approve executive compensation. Say-on-Pay |
Board | For | FOR 18 funds |
Split 4 FOR, 2 AGAINST |
| HOST HOTELS & RESORTS INC. | May 14, 2025 | Election of Directors: Diana M. Laing Director Elections |
Board | For | FOR 17 funds |
Split 5 FOR, 1 AGAINST |
| HOST HOTELS & RESORTS INC. | May 14, 2025 | Election of Directors: Mary Hogan Preusse Director Elections |
Board | For | FOR 17 funds |
Split 5 FOR, 1 AGAINST |
| HOVNANIAN ENTERPRISES INC. | March 27, 2025 | Approval, in a non-binding advisory vote, of the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 8 funds |
Split 2 FOR, 2 AGAINST |
| HOVNANIAN ENTERPRISES INC. | March 27, 2025 | Election of directors: Ara K. Hovnanian Director Elections |
Board | For | FOR 7 funds |
Split 1 FOR, 3 AGAINST |
| HOVNANIAN ENTERPRISES INC. | March 27, 2025 | Election of directors: Robert B. Coutts Director Elections |
Board | For | FOR 7 funds |
Split 1 FOR, 3 AGAINST |
| HOWMET AEROSPACE INC. | May 28, 2025 | Advisory vote to approve executive compensation. Say-on-Pay |
Board | For | FOR 15 funds |
Split 8 FOR, 1 AGAINST |
| HUBBELL INC. | May 6, 2025 | To approve the Hubbell Incorporated Incentive Award Plan. Compensation |
Board | For | FOR 13 funds |
Split 8 FOR, 3 AGAINST |
| HUBBELL INC. | May 6, 2025 | To approve, by advisory vote, the compensation of our Named Executive Officers as presented in the 2025 Proxy Statement. Say-on-Pay |
Board | For | FOR 15 funds |
Split 8 FOR, 3 AGAINST |
| HUMANA INC. | April 17, 2025 | Non-binding advisory vote for the approval of the compensation of the named executive officers as disclosed in the 2025 proxy statement. Say-on-Pay |
Board | For | FOR 16 funds |
Split 5 FOR, 2 AGAINST |
| HUNTINGTON BANCSHARES INC. | April 16, 2025 | An advisory resolution to approve, on a non-binding basis, the compensation of executives as disclosed in the accompanying proxy statement. Say-on-Pay |
Board | For | FOR 16 funds |
Split 2 FOR, 2 AGAINST |
| HUNTINGTON BANCSHARES INC. | April 16, 2025 | Election of Directors: David L. Porteous Director Elections |
Board | For | FOR 14 funds |
Split 2 FOR, 1 AGAINST |
| HUNTSMAN CORP. | April 30, 2025 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | FOR 11 funds |
Split 5 FOR, 1 AGAINST |
| HUNTSMAN CORP. | April 30, 2025 | Election of the following 10 nominees as directors: Cynthia L. Egan Director Elections |
Board | For | FOR 9 funds |
Split 3 FOR, 2 AGAINST |
| HURON CONSULTING GROUP INC. | May 9, 2025 | To approve an amendment to the Company's Amended and Restated 2012 Omnibus Incentive Plan. Compensation |
Board | For | AGAINST 8 funds |
Split 1 FOR, 2 AGAINST |
| HUT 8 CORP. | June 18, 2025 | To elect eight directors to serve until our 2026 Annual Meeting of Stockholders: Amy Wilkinson Director Elections |
Board | For | FOR 5 funds |
Split 2 FOR, 1 AGAINST |
| HYATT HOTELS CORP. | May 21, 2025 | Approval, on an advisory basis, of the compensation paid to our named executive officers as disclosed pursuant to the Securities and Exchange Commission's compensation disclosure rules. Say-on-Pay |
Board | For | FOR 13 funds |
Split 3 FOR, 1 AGAINST |
| ICHOR HOLDINGS LTD. | May 14, 2025 | To approve the adoption of the Ichor Holdings, Ltd. 2025 Omnibus Incentive Plan. Compensation |
Board | For | FOR 7 funds |
Split 1 FOR, 2 AGAINST |
| IDEAYA BIOSCIENCES INC. | June 24, 2025 | To approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers as disclosed in the Proxy Statement accompanying this Notice of Annual Meeting of Stockholders. Say-on-Pay |
Board | For | AGAINST 5 funds |
Split 1 FOR, 1 AGAINST |
| IDEXX LABORATORIES INC. | May 7, 2025 | Election of Directors (Proposal One): M. Anne Szostak Director Elections |
Board | For | FOR 13 funds |
Split 13 FOR, 2 AGAINST |
| IDEXX LABORATORIES INC. | May 7, 2025 | Election of Directors (Proposal One): Stuart M. Essig Director Elections |
Board | For | FOR 13 funds |
Split 13 FOR, 2 AGAINST |
| IHEARTMEDIA INC. | May 13, 2025 | The approval, on an advisory (non-binding) basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 8 funds |
Split 2 FOR, 1 AGAINST |
| ILLINOIS TOOL WORKS INC. | May 2, 2025 | Election of Directors: Richard H. Lenny Director Elections |
Board | For | FOR 14 funds |
Split 6 FOR, 1 AGAINST |
| ILLINOIS TOOL WORKS INC. | May 2, 2025 | Ratification of the appointment of Deloitte & Touche LLP as ITW's independent registered public accounting firm for 2025. Audit-related |
Board | For | FOR 14 funds |
Split 6 FOR, 1 AGAINST |
| ILLUMINA | May 21, 2025 | To approve, on an advisory basis, the compensation of the named executive officers as disclosed in the Proxy Statement. Say-on-Pay |
Board | Not determined | FOR 12 funds |
Split 6 FOR, 1 AGAINST |
| ILLUMINA INC. | May 21, 2025 | Election of Directors: Robert S. Epstein, M.D. Director Elections |
Board | For | AGAINST 11 funds |
Split 6 FOR, 1 AGAINST |
| ILLUMINA INC. | May 21, 2025 | Election of Directors: Scott Gottlieb, M.D. Director Elections |
Board | For | FOR 11 funds |
Split 6 FOR, 1 AGAINST |
| ILLUMINA INC. | May 21, 2025 | Election of Directors: Susan E. Siegel Director Elections |
Board | For | FOR 11 funds |
Split 6 FOR, 1 AGAINST |
| IMPINJ INC. | June 5, 2025 | Election of Directors: Steve Sanghi Director Elections |
Board | For | FOR 5 funds |
Split 3 FOR, 1 AGAINST |
| INCYTE CORP. | June 10, 2025 | Approve amendments of the Company's Amended and Restated 2010 Stock Incentive Plan. Compensation |
Board | For | FOR 15 funds |
Split 2 FOR, 5 AGAINST |
| INCYTE CORP. | June 10, 2025 | Approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 17 funds |
Split 5 FOR, 2 AGAINST |
| INCYTE CORP. | June 10, 2025 | Election of Directors: Julian C. Baker Director Elections |
Board | For | FOR 15 funds |
Split 6 FOR, 1 AGAINST |
| INCYTE CORP. | June 10, 2025 | Election of Directors: Paul J. Clancy Director Elections |
Board | For | FOR 15 funds |
Split 6 FOR, 1 AGAINST |
| INDEPENDENT BANK GROUP INC. | August 14, 2024 | The IBTX compensation proposal: to approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to IBTX's named executive officers that is based on or otherwise relates to the merger. Say-on-Pay |
Board | For | AGAINST 9 funds |
Split 1 FOR, 2 AGAINST |
| INFORMATION SERVICES GROUP INC. | April 24, 2025 | To approve, in a non-binding advisory vote, the compensation paid to the Company's named executive officers. Say-on-Pay |
Board | For | FOR 3 funds |
Split 1 FOR, 1 AGAINST |
| INFUSYSTEM HOLDINGS INC. | May 15, 2025 | Approval of an amendment increasing the number of shares reserved under the InfuSystem Holdings, Inc. 2021 Equity Incentive Plan. Compensation |
Board | For | FOR 2 funds |
Split 1 FOR, 1 AGAINST |
| INGERSOLL | June 12, 2025 | Election of Directors: William P. Donnelly Director Elections |
Board | Not determined | FOR 13 funds |
Split 5 FOR, 3 AGAINST |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 18, 2026 from SEC Form N-PX filings.