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 |
|---|---|---|---|---|---|---|
| 3D SYSTEMS CORP. | August 30, 2024 | The approval of the amendment and restatement of the 2015 Incentive Plan that, among other things, increases the number of shares reserved for issuance thereunder by 4,000,000 shares. Compensation |
Board | For | AGAINST 4 funds |
Split 1 FOR, 2 AGAINST |
| 3D SYSTEMS CORP. | August 30, 2024 | The approval, on an advisory basis, of the compensation paid to our named executive officers in 2023. Say-on-Pay |
Board | For | FOR 5 funds |
Split 1 FOR, 2 AGAINST |
| 3D SYSTEMS CORP. | August 30, 2024 | The election of the nine directors named in the accompanying Proxy Statement: Charles G. McClure, Jr. Director Elections |
Board | For | FOR 4 funds |
Split 2 FOR, 1 AGAINST |
| 3D SYSTEMS CORP. | August 30, 2024 | The election of the nine directors named in the accompanying Proxy Statement: Claudia N. Drayton Director Elections |
Board | For | AGAINST 4 funds |
Split 1 FOR, 2 AGAINST |
| 3D SYSTEMS CORP. | August 30, 2024 | The election of the nine directors named in the accompanying Proxy Statement: Kevin S. Moore Director Elections |
Board | For | AGAINST 4 funds |
Split 1 FOR, 2 AGAINST |
| 3D SYSTEMS CORP. | August 30, 2024 | The election of the nine directors named in the accompanying Proxy Statement: Thomas W. Erickson Director Elections |
Board | For | FOR 4 funds |
Split 2 FOR, 1 AGAINST |
| 3D SYSTEMS CORP. | May 16, 2025 | The election of the nine directors named in the accompanying Proxy Statement: Kevin S. Moore Director Elections |
Board | For | FOR 4 funds |
Split 1 FOR, 2 AGAINST |
| 3D SYSTEMS CORP. | May 16, 2025 | The election of the nine directors named in the accompanying Proxy Statement: Thomas W. Erickson Director Elections |
Board | For | FOR 4 funds |
Split 1 FOR, 2 AGAINST |
| 4D MOLECULAR THERAPEUTICS INC. | June 17, 2025 | Election of three Class II directors to hold office until the 2028 Annual Meeting of Stockholders or until their successors are elected: Jacob Chacko, M.D., MBA Director Elections |
Board | For | FOR 3 funds |
Split 1 FOR, 2 WITHHOLD |
| A-MARK PRECIOUS METALS INC. | November 13, 2024 | To vote, on an advisory basis, to approve the fiscal year 2024 compensation of the named executive officers of the Company. Say-on-Pay |
Board | For | FOR 8 funds |
Split 1 FOR, 2 AGAINST |
| AAON INC. | May 13, 2025 | Election of Directors for a term ending in 2028: A.H. McElroy, II Director Elections |
Board | For | FOR 11 funds |
Split 2 FOR, 3 AGAINST |
| AAON INC. | May 13, 2025 | Election of Directors for a term ending in 2028: Bruce Ware Director Elections |
Board | For | FOR 11 funds |
Split 3 FOR, 2 AGAINST |
| ABBVIE INC. | May 9, 2025 | Election of Class I Directors: Thomas C. Freyman Director Elections |
Board | For | FOR 16 funds |
Split 12 FOR, 1 AGAINST |
| ABBVIE INC. | May 9, 2025 | Say on Pay - An advisory vote on the approval of executive compensation Say-on-Pay |
Board | For | FOR 18 funds |
Split 15 FOR, 1 AGAINST |
| ABM INDUSTRIES INC. | March 26, 2025 | Approval of the ABM Industries Incorporated 2021 Equity and Incentive Compensation Plan (Amended and Restated). Compensation |
Board | For | FOR 7 funds |
Split 5 FOR, 2 AGAINST |
| ACADIA HEALTHCARE COMPANY INC. | May 29, 2025 | Election of Directors: Reeve B. Waud Director Elections |
Board | For | FOR 11 funds |
Split 3 FOR, 1 AGAINST |
| ACCENTURE PLC | February 6, 2025 | To approve, in a non-binding vote, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 17 funds |
Split 12 FOR, 1 AGAINST |
| ACCENTURE PLC | February 6, 2025 | To grant the Board of Directors the authority to issue shares under Irish law. Capital Structure |
Board | For | FOR 15 funds |
Split 12 FOR, 1 AGAINST |
| ACCENTURE PLC | February 6, 2025 | To grant the Board of Directors the authority to opt-out of pre-emption rights under Irish law. Capital Structure |
Board | For | FOR 15 funds |
Split 12 FOR, 1 AGAINST |
| ACCENTURE PLC | February 6, 2025 | To ratify, in a non-binding vote, the appointment of KPMG LLP ("KPMG") as independent auditor of Accenture and to authorize, in a binding vote, the Audit Committee of the Board of Directors to determine KPMG's remuneration. Audit-related |
Board | For | FOR 15 funds |
Split 12 FOR, 1 AGAINST |
| ACCO BRAND | May 20, 2025 | Approval of an amendment to the 2022 ACCO Brands Corporation Incentive Plan to increase the number of shares reserved for issuance. Compensation |
Board | Not determined | FOR 8 funds |
Split 4 FOR, 1 AGAINST |
| ACCURAY INC. | November 21, 2024 | To approve an amendment to our 2016 Equity Incentive Plan to increase the number of shares of common stock reserved for issuance under such plan. Compensation |
Board | For | FOR 2 funds |
Split 1 FOR, 1 AGAINST |
| ACM RESEARCH INC. | June 12, 2025 | Election of Directors: David H. Wang Director Elections |
Board | For | FOR 4 funds |
Split 1 FOR, 1 WITHHOLD |
| ACM RESEARCH INC. | June 12, 2025 | Election of Directors: Haiping Dun Director Elections |
Board | For | WITHHOLD 4 funds |
Split 1 FOR, 1 WITHHOLD |
| ACM RESEARCH INC. | June 12, 2025 | Election of Directors: Tracy Liu Director Elections |
Board | For | WITHHOLD 4 funds |
Split 1 FOR, 1 WITHHOLD |
| ACV AUCTIONS INC. | May 28, 2025 | Elect two Class I directors: George Chamoun Director Elections |
Board | For | FOR 4 funds |
Split 3 FOR, 3 WITHHOLD |
| ACV AUCTIONS INC. | May 28, 2025 | Elect two Class I directors: Robert P. Goodman Director Elections |
Board | For | FOR 4 funds |
Split 3 FOR, 3 WITHHOLD |
| ADAPTIVE BIOTECHNOLOGIES CORP. | June 10, 2025 | To elect one Class III director nominee to serve on the board of directors of Adaptive Biotechnologies Corporation for a three-year term expiring at the 2028 annual meeting of shareholders; Chad Robins Director Elections |
Board | For | FOR 4 funds |
Split 2 FOR, 3 WITHHOLD |
| ADMA BIOLOGICS INC. | June 4, 2025 | To elect the following Class III directors for a term expiring at the 2028 Annual Meeting of Stockholders or until their successors are duly elected and qualified: Jerrold B. Grossman D.P.S. Director Elections |
Board | For | FOR 6 funds |
Split 3 FOR, 1 WITHHOLD |
| ADOBE INC. | April 22, 2025 | Approve the 2019 Equity Incentive Plan, as amended, to increase the available share reserve by 7 million shares. Compensation |
Board | For | FOR 13 funds |
Split 11 FOR, 1 AGAINST |
| ADOBE INC. | April 22, 2025 | Approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 16 funds |
Split 11 FOR, 1 AGAINST |
| ADOBE INC. | April 22, 2025 | Ratify the appointment of KPMG LLP as our independent registered public accounting firm for our fiscal year ending on November 28, 2025. Audit-related |
Board | For | FOR 13 funds |
Split 11 FOR, 1 AGAINST |
| ADVANCED DRAINAGE SYSTEMS INC. | July 18, 2024 | Election of Directors: Alexander R. Fischer Director Elections |
Board | For | FOR 12 funds |
Split 5 FOR, 1 AGAINST |
| ADVANCED ENERGY INDUSTRIES INC. | April 24, 2025 | Advisory approval of the compensation of Advanced Energy's named executive officers; and Say-on-Pay |
Board | For | FOR 8 funds |
Split 2 FOR, 2 AGAINST |
| ADVANCED MICRO DEVICES INC. | May 14, 2025 | Approve on a non-binding, advisory basis the compensation of the named executive officers, as disclosed in this proxy statement pursuant to the compensation disclosure rules of the U.S. Securities and Exchange Commission. Say-on-Pay |
Board | For | FOR 16 funds |
Split 7 FOR, 2 AGAINST |
| ADVANCED MICRO DEVICES INC. | May 14, 2025 | Election of Directors: Abhi Y. Talwalkar Director Elections |
Board | For | FOR 14 funds |
Split 5 FOR, 3 AGAINST |
| ADVANCED MICRO DEVICES INC. | May 14, 2025 | Election of Directors: Elizabeth W. Vanderslice Director Elections |
Board | For | FOR 14 funds |
Split 6 FOR, 2 AGAINST |
| ADVANCED MICRO DEVICES INC. | May 14, 2025 | Election of Directors: Michael P. Gregoire Director Elections |
Board | For | FOR 14 funds |
Split 6 FOR, 2 AGAINST |
| ADVANCED MICRO DEVICES INC. | May 14, 2025 | Ratify the appointment of Ernst & Young LLP as the independent registered public accounting firm for the current fiscal year. Audit-related |
Board | For | FOR 14 funds |
Split 7 FOR, 1 AGAINST |
| ADVANTAGE SOLUTIONS INC. | May 28, 2025 | To approve, on a advisory (non-binding) basis, the compensation of Advantage Solution Inc.'s named executive officers. Say-on-Pay |
Board | For | FOR 7 funds |
Split 1 FOR, 2 AGAINST |
| ADVERUM BIOTECHNOLOGIES INC. | June 17, 2025 | To approve, on an advisory basis, the compensation of our named executive officers as disclosed in the proxy statement. Say-on-Pay |
Board | For | FOR 2 funds |
Split 1 FOR, 2 AGAINST |
| AECOM | February 28, 2025 | Election of Directors: Bradley W. Buss Director Elections |
Board | For | FOR 12 funds |
Split 3 FOR, 1 AGAINST |
| AECOM | February 28, 2025 | Election of Directors: Kristy Pipes Director Elections |
Board | For | FOR 12 funds |
Split 3 FOR, 1 AGAINST |
| AERSALE CORP. | June 5, 2025 | To approve the Second Amendment to the AerSale Corporation 2020 Equity Incentive Plan. Compensation |
Board | For | FOR 2 funds |
Split 1 FOR, 3 AGAINST |
| AES CORP. | May 9, 2025 | Approval, on an advisory basis, of the Company's executive compensation. Say-on-Pay |
Board | For | FOR 15 funds |
Split 5 FOR, 1 AGAINST |
| AGCO CORP. | April 24, 2025 | Election of Directors: Michael C. Arnold Director Elections |
Board | For | FOR 12 funds |
Split 2 FOR, 1 AGAINST |
| AGILON HEALTH INC. | May 28, 2025 | To approve, by advisory vote, the compensation paid to the Company's named executive officers. Say-on-Pay |
Board | For | FOR 8 funds |
Split 2 FOR, 2 AGAINST |
| AGIOS PHARMACEUTICALS INC. | June 18, 2025 | To approve an amendment to the Agios Pharmaceuticals, Inc. 2023 Stock Incentive Plan, to increase the number of shares of common stock available thereunder by 2,500,000 shares. Compensation |
Board | For | FOR 4 funds |
Split 1 FOR, 2 AGAINST |
| AGIOS PHARMACEUTICALS INC. | June 18, 2025 | To elect each of the two Class III director nominees set forth in the Proxy Statement, each to serve for a three-year term expiring at the 2028 annual meeting of stockholders and until his or her respective successor is duly elected and qualified: Jacqualyn A. Fouse, Ph.D. Director Elections |
Board | For | FOR 4 funds |
Split 2 FOR, 1 WITHHOLD |
| AGREE REAL | May 15, 2025 | To approve, by non-binding vote, executive compensation. Say-on-Pay |
Board | Not determined | FOR 15 funds |
Split 2 FOR, 5 AGAINST |
| AIR LEASE | May 2, 2025 | Election of Directors: Matthew J. Hart Director Elections |
Board | Not determined | FOR 11 funds |
Split 2 FOR, 1 AGAINST |
| AIR TRANSPORT SERVICES GROUP INC. | February 10, 2025 | To approve, by advisory (non-binding) vote, the compensation that may be paid or become payable to the Company's named executive officers in connection with the consummation of the merger (the "Advisory Compensation Proposal"). Say-on-Pay |
Board | For | FOR 8 funds |
Split 1 FOR, 3 AGAINST |
| AIRBNB INC | June 4, 2025 | To approve, on an advisory (non-binding) basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 15 funds |
Split 7 FOR, 3 AGAINST |
| AJ GALLAGHER & CO. | May 13, 2025 | Approval, on an Advisory Basis, of the Compensation of our Named Executive Officers. Say-on-Pay |
Board | For | FOR 17 funds |
Split 6 FOR, 1 AGAINST |
| AKAMAI TECHNOLOGIES INC. | May 14, 2025 | Election of Directors: Tom Killalea Director Elections |
Board | For | FOR 13 funds |
Split 4 FOR, 1 AGAINST |
| AKAMAI TECHNOLOGIES INC. | May 14, 2025 | To approve an amendment to our Second Amended and Restated 2013 Stock Incentive Plan to increase the number of shares of common stock authorized for issuance thereunder by 8,000,000 shares. Compensation |
Board | For | FOR 13 funds |
Split 5 FOR, 1 AGAINST |
| ALBANY INTERNATIONAL CORP. | May 16, 2025 | Election of Directors: Christina M. Alvord Director Elections |
Board | For | FOR 7 funds |
Split 1 FOR, 2 WITHHOLD |
| ALBANY INTERNATIONAL CORP. | May 16, 2025 | Election of Directors: J. Michael McQuade Director Elections |
Board | For | FOR 7 funds |
Split 1 FOR, 2 WITHHOLD |
| ALBANY INTERNATIONAL CORP. | May 16, 2025 | Election of Directors: John R. Scannell Director Elections |
Board | For | FOR 7 funds |
Split 1 FOR, 2 WITHHOLD |
| ALBANY INTERNATIONAL CORP. | May 16, 2025 | Election of Directors: Katharine L. Plourde Director Elections |
Board | For | FOR 7 funds |
Split 1 FOR, 2 WITHHOLD |
| ALBANY INTERNATIONAL CORP. | May 16, 2025 | Election of Directors: Kenneth W. Krueger Director Elections |
Board | For | FOR 7 funds |
Split 1 FOR, 2 WITHHOLD |
| ALBANY INTERNATIONAL CORP. | May 16, 2025 | Election of Directors: Mark J. Murphy Director Elections |
Board | For | FOR 7 funds |
Split 1 FOR, 2 WITHHOLD |
| ALBANY INTERNATIONAL CORP. | May 16, 2025 | Election of Directors: Russell E. Toney Director Elections |
Board | For | FOR 7 funds |
Split 1 FOR, 2 WITHHOLD |
| ALBEMARLE CORP. | May 6, 2025 | Advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 15 funds |
Split 1 FOR, 2 AGAINST |
| ALBERTSONS COMPANIES INC. | August 8, 2024 | Hold the annual, non-binding, advisory vote on our executive compensation program. Say-on-Pay |
Board | For | FOR 14 funds |
Split 2 FOR, 2 AGAINST |
| ALDEYRA THERAPEUTICS INC. | June 10, 2025 | To approve, on a non-binding, advisory basis, the compensation of Aldeyra Therapeutics, Inc.'s named executive officers. Say-on-Pay |
Board | For | FOR 3 funds |
Split 2 FOR, 2 AGAINST |
| ALECTOR INC. | June 11, 2025 | Advisory vote on executive compensation. Say-on-Pay |
Board | For | FOR 4 funds |
Split 1 FOR, 2 AGAINST |
| ALEXANDER & BALDWIN INC. | April 22, 2025 | Election of Directors: Diana M. Laing Director Elections |
Board | For | FOR 11 funds |
Split 3 FOR, 1 AGAINST |
| ALEXANDER & BALDWIN INC. | April 22, 2025 | Election of Directors: Douglas M. Pasquale Director Elections |
Board | For | FOR 11 funds |
Split 3 FOR, 1 AGAINST |
| ALICO INC. | February 28, 2025 | Approval of the amendment and restatement of the Alico, Inc. Stock Incentive Plan of 2015. Compensation |
Board | For | FOR 2 funds |
Split 1 FOR, 2 AGAINST |
| ALIGHT INC. | July 2, 2024 | To elect four Class III director nominees to our Board of Directors: Denise Williams Director Elections |
Board | For | FOR 7 funds |
Split 1 FOR, 2 WITHHOLD |
| ALIGHT INC. | June 4, 2025 | To elect four Class I director nominees to our Board of Directors: David D. Guilmette Director Elections |
Board | For | FOR 7 funds |
Split 1 FOR, 2 WITHHOLD |
| ALIGN TECHNOLOGY INC. | May 21, 2025 | Advisory Vote to Approve the Compensation of our Named Executive Officers Say-on-Pay |
Board | For | FOR 15 funds |
Split 4 FOR, 2 AGAINST |
| ALIGN TECHNOLOGY INC. | May 21, 2025 | Approval of an Amendment to the Align Technology, Inc. 2005 Incentive Plan Compensation |
Board | For | FOR 14 funds |
Split 5 FOR, 1 AGAINST |
| ALIGN TECHNOLOGY INC. | May 21, 2025 | Election of Directors: Andrea L. Saia Director Elections |
Board | For | FOR 14 funds |
Split 4 FOR, 2 AGAINST |
| ALIGN TECHNOLOGY INC. | May 21, 2025 | Election of Directors: George J. Morrow Director Elections |
Board | For | FOR 14 funds |
Split 5 FOR, 1 AGAINST |
| ALKERMES PLC | May 21, 2025 | To approve the Alkermes plc 2018 Stock Option and Incentive Plan, as amended. Compensation |
Board | For | FOR 11 funds |
Split 6 FOR, 1 AGAINST |
| ALLEGIANT TRAVEL CO. | June 26, 2025 | Approval of an amendment to the Allegiant Travel Company 2022 Long-Term Incentive Plan. Compensation |
Board | For | FOR 7 funds |
Split 1 FOR, 3 AGAINST |
| ALLOGENE THERAPEUTICS INC. | June 18, 2025 | Election of Directors: Arie Belldegrun, M.D. Director Elections |
Board | For | FOR 4 funds |
Split 1 FOR, 3 WITHHOLD |
| ALLOGENE THERAPEUTICS INC. | June 18, 2025 | Election of Directors: David Chang, M.D., Ph.D. Director Elections |
Board | For | FOR 4 funds |
Split 2 FOR, 2 WITHHOLD |
| ALLOGENE THERAPEUTICS INC. | June 18, 2025 | Election of Directors: Elizabeth Barrett Director Elections |
Board | For | WITHHOLD 4 funds |
Split 1 FOR, 3 WITHHOLD |
| ALLSTA | May 29, 2025 | Advisory vote to approve the compensation of the named executives. Say-on-Pay |
Board | Not determined | FOR 17 funds |
Split 14 FOR, 2 AGAINST |
| ALLY FINANCIAL INC. | May 6, 2025 | Advisory vote on executive compensation. Say-on-Pay |
Board | For | FOR 14 funds |
Split 4 FOR, 2 AGAINST |
| ALLY FINANCIAL INC. | May 6, 2025 | Election of Directors: Kim S. Fennebresque Director Elections |
Board | For | FOR 13 funds |
Split 4 FOR, 2 AGAINST |
| ALNYLAM PHARMACEUTICALS | May 8, 2025 | To approve the second amended and restated 2018 Stock Incentive Plan. Compensation |
Board | For | FOR 9 funds |
Split 5 FOR, 4 AGAINST |
| ALNYLAM PHARMACEUTICALS INC. | May 8, 2025 | To approve, in a non-binding advisory vote, the compensation of Alnylam's named executive officers. Say-on-Pay |
Board | For | FOR 11 funds |
Split 3 FOR, 6 AGAINST |
| ALPHABET INC. | June 6, 2025 | Election of ten directors: Frances H. Arnold Director Elections |
Board | For | FOR 14 funds |
Split 8 FOR, 7 AGAINST |
| ALPHABET INC. | June 6, 2025 | Election of ten directors: John L. Hennessy Director Elections |
Board | For | AGAINST 14 funds |
Split 6 FOR, 9 AGAINST |
| ALPHABET INC. | June 6, 2025 | Election of ten directors: K. Ram Shriram Director Elections |
Board | For | FOR 14 funds |
Split 6 FOR, 9 AGAINST |
| ALPHABET INC. | June 6, 2025 | Election of ten directors: L. John Doerr Director Elections |
Board | For | AGAINST 14 funds |
Split 6 FOR, 9 AGAINST |
| ALPHABET INC. | June 6, 2025 | Election of ten directors: Larry Page Director Elections |
Board | For | AGAINST 14 funds |
Split 6 FOR, 9 AGAINST |
| ALPHABET INC. | June 6, 2025 | Election of ten directors: Robin L. Washington Director Elections |
Board | For | FOR 14 funds |
Split 8 FOR, 7 AGAINST |
| ALPHATEC HOLDINGS INC. | June 11, 2025 | To elect nine persons to our Board of Directors: Mortimer Berkowitz III Director Elections |
Board | For | WITHHOLD 4 funds |
Split 1 FOR, 1 WITHHOLD |
| ALTA EQUIPMENT GROUP INC. | May 30, 2025 | Election of Directors: Sidhartha Nair Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 2 WITHHOLD |
| AMAZON.COM | May 21, 2025 | ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION Say-on-Pay |
Board | For | FOR 17 funds |
Split 16 FOR, 6 AGAINST |
| AMAZON.COM | May 21, 2025 | RATIFICATION OF THE APPOINTMENT OF ERNST & YOUNG LLP AS INDEPENDENT AUDITORS Audit-related |
Board | For | FOR 14 funds |
Split 20 FOR, 1 AGAINST |
| AMAZON.COM INC. | May 21, 2025 | ELECTION OF DIRECTORS: Andrew Y. Ng Director Elections |
Board | For | FOR 14 funds |
Split 17 FOR, 2 AGAINST |
| AMAZON.COM INC. | May 21, 2025 | ELECTION OF DIRECTORS: Daniel P. Huttenlocher Director Elections |
Board | For | FOR 14 funds |
Split 17 FOR, 2 AGAINST |
| AMAZON.COM INC. | May 21, 2025 | ELECTION OF DIRECTORS: Edith W. Cooper Director Elections |
Board | For | FOR 14 funds |
Split 17 FOR, 2 AGAINST |
| AMAZON.COM INC. | May 21, 2025 | ELECTION OF DIRECTORS: Jeffrey P. Bezos Director Elections |
Board | For | FOR 14 funds |
Split 18 FOR, 1 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.