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
2,249 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 |
|---|---|---|---|---|---|---|
| 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 |
| INGERSOLL | June 12, 2025 | Non-binding vote to approve executive compensation. Say-on-Pay |
Board | Not determined | FOR 14 funds |
Split 7 FOR, 1 AGAINST |
| INGLES MARKETS INC. | March 3, 2025 | To approve, by non-binding vote, executive compensation, as disclosed in the Proxy Statement. Say-on-Pay |
Board | For | FOR 8 funds |
Split 1 FOR, 2 AGAINST |
| INGREDION INC. | May 21, 2025 | To approve, by advisory vote, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 12 funds |
Split 5 FOR, 1 AGAINST |
| INNOVATIVE INDUSTRIAL PROPERTIES INC. | June 11, 2025 | Approval on a non-binding advisory basis of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 12 funds |
Split 1 FOR, 2 AGAINST |
| INNOVEX INTERNATIONAL INC. | May 14, 2025 | To adopt the Company's 2025 Long-Term Incentive Plan. Compensation |
Board | For | FOR 7 funds |
Split 1 FOR, 2 AGAINST |
| INOGEN INC. | May 14, 2025 | To approve, on an advisory and non-binding basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 3 funds |
Split 2 FOR, 2 AGAINST |
| INSULET | May 22, 2025 | To approve the Insulet Corporation 2025 Stock Option and Incentive Plan. Compensation |
Board | For | FOR 14 funds |
Split 6 FOR, 3 AGAINST |
| INSULET | May 22, 2025 | To approve, on a non-binding, advisory basis, the compensation of certain executive officers. Say-on-Pay |
Board | For | FOR 16 funds |
Split 6 FOR, 3 AGAINST |
| INTEL CORP. | May 6, 2025 | Advisory vote on executive compensation (Say-On-Pay). Say-on-Pay |
Board | For | FOR 13 funds |
Split 6 FOR, 4 AGAINST |
| INTEL CORP. | May 6, 2025 | Approval of amendment and restatement of the 2006 Equity Incentive Plan. Compensation |
Board | For | FOR 12 funds |
Split 6 FOR, 3 AGAINST |
| INTEL CORP. | May 6, 2025 | Election of 11 Directors: Stacy J. Smith Director Elections |
Board | For | FOR 12 funds |
Split 7 FOR, 1 AGAINST |
| INTEL CORP. | May 6, 2025 | Ratification of selection of independent registered public accounting firm. Audit-related |
Board | For | FOR 12 funds |
Split 8 FOR, 1 AGAINST |
| INTELLIA THERAPEUTICS INC. | June 11, 2025 | Approval of the Intellia Therapeutics, Inc. 2025 Equity Incentive Plan. Compensation |
Board | For | AGAINST 3 funds |
Split 1 FOR, 3 AGAINST |
| INTERACTIVE BROKERS GROUP INC. | April 17, 2025 | Election of Directors: Earl H. Nemser Director Elections |
Board | For | AGAINST 14 funds |
Split 2 FOR, 4 AGAINST |
| INTERACTIVE BROKERS GROUP INC. | April 17, 2025 | Election of Directors: Milan Galik Director Elections |
Board | For | AGAINST 14 funds |
Split 2 FOR, 4 AGAINST |
| INTERACTIVE BROKERS GROUP INC. | April 17, 2025 | Election of Directors: Paul J. Brody Director Elections |
Board | For | FOR 14 funds |
Split 3 FOR, 3 AGAINST |
| INTERACTIVE BROKERS GROUP INC. | April 17, 2025 | Election of Directors: Thomas Peterffy Director Elections |
Board | For | AGAINST 14 funds |
Split 2 FOR, 4 AGAINST |
| INTERACTIVE BROKERS GROUP INC. | April 17, 2025 | Election of Directors: William Peterffy Director Elections |
Board | For | AGAINST 14 funds |
Split 1 FOR, 5 AGAINST |
| INTERACTIVE BROKERS GROUP INC. | April 17, 2025 | To approve, by non-binding vote, executive compensation. Say-on-Pay |
Board | For | FOR 17 funds |
Split 4 FOR, 2 AGAINST |
| INTERDIGITAL INC. | June 11, 2025 | Election of Directors: Joan H. Gillman Director Elections |
Board | For | FOR 7 funds |
Split 5 FOR, 2 AGAINST |
| INTERNATIONAL BUSINESS MACHINES CORP. | April 29, 2025 | Advisory Vote on Executive Compensation Diversity, Equity, and Inclusion |
Board | For | FOR 17 funds |
Split 8 FOR, 1 AGAINST |
| INTERNATIONAL BUSINESS MACHINES CORP. | April 29, 2025 | Election of Directors for a Term of One Year: Andrew N. Liveris Director Elections |
Board | For | FOR 14 funds |
Split 7 FOR, 1 AGAINST |
| INTERNATIONAL BUSINESS MACHINES CORP. | April 29, 2025 | Ratification of Appointment of Independent Registered Public Accounting Firm Audit-related |
Board | For | FOR 14 funds |
Split 7 FOR, 1 AGAINST |
| INTERNATIONAL FLAVORS & FRAGRANCES INC. | May 1, 2025 | Approve, on an advisory basis, the compensation of our named executive officers in 2024. Say-on-Pay |
Board | For | FOR 15 funds |
Split 4 FOR, 2 AGAINST |
| INTERNATIONAL PAPER CO. | May 12, 2025 | Election of Directors (one-year term): Clinton A. Lewis, Jr. Director Elections |
Board | For | FOR 14 funds |
Split 6 FOR, 1 AGAINST |
| INTERNATIONAL PAPER CO. | May 12, 2025 | Election of Directors (one-year term): Jacqueline C. Hinman Director Elections |
Board | For | FOR 14 funds |
Split 6 FOR, 1 AGAINST |
| INTERPUBLIC GROUP OF COMPANIES INC. | March 18, 2025 | IPG Compensation Proposal. Proposal to approve, on a non-binding, advisory basis, certain compensation that may be paid or become payable to IPG's named executive officers that is based on or otherwise relates to the merger; and Say-on-Pay |
Board | For | FOR 17 funds |
Split 1 FOR, 8 AGAINST |
| INTUIT INC. | January 23, 2025 | Advisory vote to approve Intuit's executive compensation (say-on-pay). Say-on-Pay |
Board | For | FOR 16 funds |
Split 10 FOR, 1 AGAINST |
| INTUIT INC. | January 23, 2025 | Election of Directors: Eve Burton Director Elections |
Board | For | FOR 13 funds |
Split 9 FOR, 1 AGAINST |
| INTUIT INC. | January 23, 2025 | Election of Directors: Raul Vazquez Director Elections |
Board | For | FOR 13 funds |
Split 8 FOR, 2 AGAINST |
| INTUITIVE SURGICAL INC. | May 1, 2025 | Election of Directors: Keith R. Leonard, Jr. Director Elections |
Board | For | FOR 15 funds |
Split 12 FOR, 1 AGAINST |
| INTUITIVE SURGICAL INC. | May 1, 2025 | The amendment and restatement of the Amended and Restated 2010 Incentive Award Plan. Compensation |
Board | For | AGAINST 15 funds |
Split 11 FOR, 3 AGAINST |
| INTUITIVE SURGICAL INC. | May 1, 2025 | To approve, by advisory vote, the compensation of the Company's Named Executive Officers. Corporate Governance |
Board | For | FOR 18 funds |
Split 13 FOR, 1 AGAINST |
| IONQ | June 17, 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 (the "Say-on-Pay Vote"). Say-on-Pay |
Board | Not determined | AGAINST 5 funds |
Split 3 FOR, 1 AGAINST |
| IQVIA HOLDINGS INC. | April 24, 2025 | Approve an advisory (non-binding) resolution to approve IQVIA's executive compensation (say-on-pay). Say-on-Pay |
Board | For | FOR 16 funds |
Split 6 FOR, 5 AGAINST |
| IROBOT CORP. | May 16, 2025 | Approve, on a non-binding, advisory basis, the compensation of our named executive officers as disclosed in the Proxy Statement. Say-on-Pay |
Board | For | FOR 8 funds |
Split 1 FOR, 2 AGAINST |
| IROBOT CORP. | May 16, 2025 | Elect two (2) Class II directors, nominated by the board of directors, each to serve for a three-year term, and until his successor has been duly elected and qualified or until his earlier death, resignation or removal: Neal Goldman Director Elections |
Board | For | FOR 7 funds |
Split 1 FOR, 2 AGAINST |
| IRON MOUNTAIN INC. | May 29, 2025 | The approval of a non-binding, advisory resolution approving the compensation of our named executive officers as described in the Iron Mountain Incorporated Proxy Statement. Say-on-Pay |
Board | For | FOR 19 funds |
Split 3 FOR, 2 AGAINST |
| ITERIS INC. | October 22, 2024 | To approve, on a non binding, advisory basis, certain compensation that will or may become payable to Iteris, Inc.'s named executive officers in connection with the transactions contemplated by the Merger Agreement. Say-on-Pay |
Board | For | AGAINST 3 funds |
Split 1 FOR, 1 AGAINST |
| ITT INC. | May 21, 2025 | Approval of a non-binding advisory vote on executive compensation Say-on-Pay |
Board | For | FOR 15 funds |
Split 4 FOR, 2 AGAINST |
| J.B. HUNT TRANSPORT SERVICES INC. | April 24, 2025 | Election of Directors: James L. Robo Director Elections |
Board | For | FOR 13 funds |
Split 7 FOR, 1 AGAINST |
| JABIL INC. | January 23, 2025 | Approve (on an advisory basis) Jabil's executive compensation. Say-on-Pay |
Board | For | FOR 17 funds |
Split 3 FOR, 3 AGAINST |
| JACOBS SOL | January 29, 2025 | Election of Directors: Peter J. Robertson Director Elections |
Board | Not determined | FOR 13 funds |
Split 7 FOR, 1 AGAINST |
| JAKKS PACIFIC INC. | June 20, 2025 | To conduct an advisory vote on executive compensation. Say-on-Pay |
Board | For | AGAINST 3 funds |
Split 1 FOR, 1 AGAINST |
| JAMES RIVER GROUP HOLDINGS LTD. | October 24, 2024 | Election of Directors: Kirstin M. Gould Director Elections |
Board | For | FOR 7 funds |
Split 2 FOR, 1 AGAINST |
| JANUS HENDERSON GROUP PLC | April 30, 2025 | Election of Directors: Kalpana Desai Director Elections |
Board | For | FOR 12 funds |
Split 4 FOR, 1 AGAINST |
| JANUS INTE | June 16, 2025 | To approve, on a non-binding, advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | Not determined | AGAINST 8 funds |
Split 1 FOR, 2 AGAINST |
| JEFFERIES | March 27, 2025 | Advisory vote to approve 2024 executive-compensation program. Say-on-Pay |
Board | Not determined | FOR 14 funds |
Split 2 FOR, 3 AGAINST |
| JEFFERIES | March 27, 2025 | Election of Directors: Brian P. Friedman Director Elections |
Board | Not determined | FOR 13 funds |
Split 4 FOR, 1 AGAINST |
| JEFFERIES | March 27, 2025 | Election of Directors: Joseph S. Steinberg Director Elections |
Board | Not determined | FOR 13 funds |
Split 4 FOR, 1 AGAINST |
| JEFFERIES | March 27, 2025 | Election of Directors: MaryAnne Gilmartin Director Elections |
Board | Not determined | FOR 13 funds |
Split 3 FOR, 2 AGAINST |
| JEFFERIES | March 27, 2025 | Election of Directors: Melissa V. Weiler Director Elections |
Board | Not determined | FOR 13 funds |
Split 3 FOR, 2 AGAINST |
| JEFFERIES | March 27, 2025 | Election of Directors: Robert D. Beyer Director Elections |
Board | Not determined | FOR 13 funds |
Split 3 FOR, 2 AGAINST |
| JEFFERIES | March 27, 2025 | Election of Directors: Toru Nakashima Director Elections |
Board | Not determined | FOR 13 funds |
Split 4 FOR, 1 AGAINST |
| JELD-WEN HOLDING INC. | April 24, 2025 | To approve the amended and restated 2017 Omnibus Equity Plan. Compensation |
Board | For | FOR 7 funds |
Split 1 FOR, 2 AGAINST |
| JOHN B. SANFILIPPO & SON INC. | October 30, 2024 | Election of Directors: Ellen C. Taaffe Director Elections |
Board | For | FOR 7 funds |
Split 2 FOR, 3 WITHHOLD |
| JOHN B. SANFILIPPO & SON INC. | October 30, 2024 | Election of Directors: Mercedes Romero Director Elections |
Board | For | WITHHOLD 7 funds |
Split 2 FOR, 3 WITHHOLD |
| JOHN B. SANFILIPPO & SON INC. | October 30, 2024 | Election of Directors: Pamela Forbes Lieberman Director Elections |
Board | For | WITHHOLD 7 funds |
Split 2 FOR, 3 WITHHOLD |
| JOHNSON & JOHNSON | April 24, 2025 | Election of Directors: Hubert Joly Director Elections |
Board | For | FOR 15 funds |
Split 13 FOR, 2 AGAINST |
| JOHNSON & JOHNSON | April 24, 2025 | Ratification of Appointment of PricewaterhouseCoopers LLP as the Independent Registered Public Accounting Firm Audit-related |
Board | For | FOR 15 funds |
Split 15 FOR, 1 AGAINST |
| JOINT CORP. | May 21, 2025 | Election of Directors: Ronald V. DaVella Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 1 AGAINST |
| JONES LANG LASALLE INC. | May 21, 2025 | Approval of the Fourth Amended and Restated 2019 Stock Award and Incentive Plan Compensation |
Board | For | FOR 15 funds |
Split 8 FOR, 1 AGAINST |
| JONES LANG LASALLE INC. | May 21, 2025 | Approval, on an advisory basis, of JLL's Executive Compensation ("Say On Pay") Say-on-Pay |
Board | For | FOR 17 funds |
Split 6 FOR, 3 AGAINST |
| JPMORGAN CHASE & CO. | May 20, 2025 | Advisory resolution to approve executive compensation Say-on-Pay |
Board | For | FOR 15 funds |
Split 16 FOR, 1 AGAINST |
| JPMORGAN CHASE & CO. | May 20, 2025 | Ratification of independent registered public accounting firm Audit-related |
Board | For | FOR 13 funds |
Split 15 FOR, 1 AGAINST |
| KALVISTA PHARMACEUTICALS INC. | October 3, 2024 | Approval, on a non-binding advisory basis, of the compensation paid by us to our named executive officers as disclosed in the Proxy Statement. Say-on-Pay |
Board | For | FOR 3 funds |
Split 1 FOR, 1 AGAINST |
| KB HOME | April 17, 2025 | Election of Directors: Arthur R. Collins Director Elections |
Board | For | FOR 10 funds |
Split 5 FOR, 2 AGAINST |
| KB HOME | April 17, 2025 | Election of Directors: James C. Weaver Director Elections |
Board | For | FOR 10 funds |
Split 5 FOR, 2 AGAINST |
| KB HOME | April 17, 2025 | Election of Directors: Jodeen A. Kozlak Director Elections |
Board | For | FOR 10 funds |
Split 5 FOR, 2 AGAINST |
| KB HOME | April 17, 2025 | Election of Directors: Jose M. Barra Director Elections |
Board | For | FOR 10 funds |
Split 5 FOR, 2 AGAINST |
| KBR INC. | May 14, 2025 | Election of Directors: Lynn A. Dugle Director Elections |
Board | For | FOR 13 funds |
Split 8 FOR, 1 AGAINST |
| KBR INC. | May 14, 2025 | Election of Directors: Sir John A. Manzoni KCB Director Elections |
Board | For | FOR 13 funds |
Split 7 FOR, 2 AGAINST |
| KENNEDY-WILSON HOLDINGS INC. | June 5, 2025 | Election of Directors: Stanley R. Zax Director Elections |
Board | For | AGAINST 8 funds |
Split 1 FOR, 2 AGAINST |
| KENNEDY-WILSON HOLDINGS INC. | June 5, 2025 | To approve an amendment to the Company's Second Amended and Restated 2009 Equity Participation Plan to increase the number of shares of the Company's common stock that may be issued thereunder by an additional 3,400,000 shares. Compensation |
Board | For | FOR 8 funds |
Split 1 FOR, 2 AGAINST |
| KENNEDY-WILSON HOLDINGS INC. | June 5, 2025 | To approve, on an advisory nonbinding basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 9 funds |
Split 1 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.