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 |
|---|---|---|---|---|---|---|
| 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 |
| DOCUSIGN INC. | May 29, 2025 | Election of Class I Directors: Blake J. Irving Director Elections |
Board | For | AGAINST 12 funds |
Split 4 FOR, 8 AGAINST |
| DOCUSIGN INC. | May 29, 2025 | Election of Class I Directors: Teresa Briggs Director Elections |
Board | For | FOR 12 funds |
Split 10 FOR, 2 AGAINST |
| DOLBY LABORATORIES INC. | February 4, 2025 | Election of Directors: Avadis Tevanian, Jr. Director Elections |
Board | For | FOR 9 funds |
Split 1 FOR, 3 WITHHOLD |
| DOLBY LABORATORIES INC. | February 4, 2025 | Election of Directors: David Dolby Director Elections |
Board | For | FOR 9 funds |
Split 1 FOR, 3 WITHHOLD |
| DOLBY LABORATORIES INC. | February 4, 2025 | Election of Directors: Simon Segars Director Elections |
Board | For | FOR 9 funds |
Split 1 FOR, 3 WITHHOLD |
| DOLLAR TREE INC. | June 19, 2025 | To approve, by a non-binding advisory vote, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 14 funds |
Split 3 FOR, 3 AGAINST |
| DOMO INC. | June 24, 2025 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
Split 1 FOR, 1 AGAINST |
| DONALDSON | November 22, 2024 | Non-binding advisory vote on the compensation of our Named Executive Officers. Say-on-Pay |
Board | Not determined | FOR 13 funds |
Split 7 FOR, 1 AGAINST |
| DONNELLEY FINANCIAL SOLUTIONS INC. | May 14, 2025 | To vote to amend the Company's Amended and Restated 2016 Performance Incentive Plan. Compensation |
Board | For | FOR 7 funds |
Split 3 FOR, 1 AGAINST |
| DOORDASH INC. | June 24, 2025 | The approval, on an advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 16 funds |
Split 11 FOR, 2 AGAINST |
| DOORDASH INC. | June 24, 2025 | The election of the following director nominee(s): Andy Fang Director Elections |
Board | For | FOR 14 funds |
Split 7 FOR, 5 AGAINST |
| DOORDASH INC. | June 24, 2025 | The election of the following director nominee(s): Diego Piacentini Director Elections |
Board | For | FOR 14 funds |
Split 5 FOR, 7 AGAINST |
| DOORDASH INC. | June 24, 2025 | The election of the following director nominee(s): Jeffrey Blackburn Director Elections |
Board | For | FOR 14 funds |
Split 8 FOR, 4 AGAINST |
| DOORDASH INC. | June 24, 2025 | The election of the following director nominee(s): John Doerr Director Elections |
Board | For | AGAINST 14 funds |
Split 3 FOR, 9 AGAINST |
| DORIAN LPG LTD. | September 20, 2024 | Election of Directors: John C. Lycouris Director Elections |
Board | For | FOR 7 funds |
Split 4 FOR, 1 WITHHOLD |
| DOVER CORP. | May 2, 2025 | To approve, on an advisory basis, named executive officer compensation. Say-on-Pay |
Board | For | FOR 15 funds |
Split 9 FOR, 5 AGAINST |
| DRAFTKINGS INC. | May 19, 2025 | To conduct a non-binding advisory vote on executive compensation. Say-on-Pay |
Board | For | FOR 10 funds |
Split 3 FOR, 2 AGAINST |
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How items are matched and positions counted: see the comparison table and the methodology. Built November 1, 2026 from SEC Form N-PX filings.