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
2,695 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 |
|---|---|---|---|---|---|---|
| DYNE THERAPEUTICS INC. | May 30, 2025 | To vote, on an advisory basis, to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
Split 1 FOR, 1 AGAINST |
| E.W. SCRIPPS CO. | May 5, 2025 | Election of Directors: Kim Williams Director Elections |
Board | For | WITHHOLD 7 funds |
Split 1 FOR, 2 WITHHOLD |
| EAGLE BANCORP INC. | May 15, 2025 | To approve a non-binding, advisory resolution approving the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 8 funds |
Split 2 FOR, 2 AGAINST |
| EAGLE MATE | August 1, 2024 | Election of Directors: Rick Beckwitt Director Elections |
Board | Not determined | FOR 12 funds |
Split 4 FOR, 1 AGAINST |
| EASTERN BANKSHARES INC. | May 19, 2025 | To approve, in an advisory vote, the compensation paid to the Company's named executive officers. Say-on-Pay |
Board | For | FOR 8 funds |
Split 3 FOR, 1 AGAINST |
| EASTERN CO. | April 30, 2025 | Election of Directors: Charles W. Henry Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 1 AGAINST |
| EASTERN CO. | April 30, 2025 | Election of Directors: John W. Everets Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 1 AGAINST |
| EASTERN CO. | April 30, 2025 | Nonbinding advisory vote to approve the compensation of the named executive officers. Say-on-Pay |
Board | For | FOR 3 funds |
Split 1 FOR, 1 AGAINST |
| EASTMAN KODAK CO. | May 21, 2025 | Election of Directors: Philippe D. Katz Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 1 AGAINST |
| EATON | April 23, 2025 | Approving the appointment of Ernst & Young LLP as independent auditor for 2025 and authorizing the Audit Committee of the Board of Directors to set its remuneration. Audit-related |
Board | For | FOR 12 funds |
Split 11 FOR, 1 AGAINST |
| EATON CORPORATION PLC | April 23, 2025 | Approving, on an advisory basis, the Company's executive compensation. Say-on-Pay |
Board | For | FOR 15 funds |
Split 11 FOR, 1 AGAINST |
| ECOLAB INC. | May 8, 2025 | Election of Directors: Michel D. Doukeris Director Elections |
Board | For | FOR 13 funds |
Split 7 FOR, 1 AGAINST |
| EDISON INTERNATIONAL | April 24, 2025 | Approval of an Amendment and Restatement of the EIX 2007 Performance Incentive Plan Compensation |
Board | For | FOR 13 funds |
Split 7 FOR, 2 AGAINST |
| EDITAS MEDICINE INC. | May 29, 2025 | To approve an amendment and restatement of the Company's 2015 Stock Incentive Plan. Compensation |
Board | For | FOR 4 funds |
Split 1 FOR, 2 AGAINST |
| EDITAS MEDICINE INC. | May 29, 2025 | To approve, on an advisory basis, the compensation paid to the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
Split 1 FOR, 2 AGAINST |
| EDWARDS LIFESCIENCES CORP. | May 8, 2025 | Advisory Vote to Approve Named Executive Officer Compensation Say-on-Pay |
Board | For | FOR 15 funds |
Split 6 FOR, 2 AGAINST |
| ELANCO ANIMAL HEALTH INC. | May 16, 2025 | Advisory vote on the compensation of the company's named executive officers. Say-on-Pay |
Board | For | FOR 14 funds |
Split 1 FOR, 2 AGAINST |
| ELECTRONIC ARTS INC. | August 1, 2024 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | FOR 14 funds |
Split 12 FOR, 2 AGAINST |
| ELECTRONIC ARTS INC. | August 1, 2024 | Approve our Amended and Restated 2019 Equity Incentive Plan. Compensation |
Board | For | FOR 13 funds |
Split 11 FOR, 3 AGAINST |
| ELEVANCE HEALTH INC. | May 14, 2025 | Advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 15 funds |
Split 10 FOR, 1 AGAINST |
| ELEVANCE HEALTH INC. | May 14, 2025 | Election of Directors: Bahija Jallal Director Elections |
Board | For | FOR 13 funds |
Split 6 FOR, 2 AGAINST |
| ELEVANCE HEALTH INC. | May 14, 2025 | Election of Directors: Susan D. DeVore Director Elections |
Board | For | FOR 13 funds |
Split 7 FOR, 1 AGAINST |
| ELEVANCE HEALTH INC. | May 14, 2025 | To ratify the appointment of Ernst & Young LLP as the independent registered public accounting firm for 2025. Audit-related |
Board | For | FOR 13 funds |
Split 9 FOR, 1 AGAINST |
| ELI LILLY AND CO. | May 5, 2025 | Approval, on an advisory basis, of the compensation paid to the company's named executive officers. Say-on-Pay |
Board | For | FOR 18 funds |
Split 17 FOR, 1 AGAINST |
| ELI LILLY AND CO. | May 5, 2025 | Election of the following directors, each to serve a three-year term: Mary Lynne Hedley Director Elections |
Board | For | FOR 15 funds |
Split 13 FOR, 2 AGAINST |
| ELI LILLY AND CO. | May 5, 2025 | Election of the following directors, each to serve a three-year term: Ralph Alvarez Director Elections |
Board | For | FOR 15 funds |
Split 14 FOR, 1 AGAINST |
| ELI LILLY AND CO. | May 5, 2025 | Ratification of the appointment of Ernst & Young LLP as the independent auditor for 2025. Audit-related |
Board | For | FOR 15 funds |
Split 16 FOR, 1 AGAINST |
| EMERSON ELECTRIC CO. | February 4, 2025 | ELECTION OF DIRECTORS FOR TERMS ENDING IN 2028: Joshua B. Bolten Director Elections |
Board | For | FOR 12 funds |
Split 8 FOR, 1 AGAINST |
| ENANTA PHARMACEUTICALS INC. | March 13, 2025 | To approve, on an advisory basis, the compensation paid to our named executive officers, as disclosed in the proxy statement. Say-on-Pay |
Board | For | FOR 4 funds |
Split 1 FOR, 2 AGAINST |
| ENOVIX CORP. | June 12, 2025 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
Split 1 FOR, 1 AGAINST |
| ENPHASE ENERGY INC. | May 14, 2025 | To approve an amendment and restatement of our 2021 Equity Incentive Plan to increase the number of shares of common stock authorized for issuance thereunder by 4,000,000 shares. Compensation |
Board | For | FOR 13 funds |
Split 1 FOR, 2 AGAINST |
| ENTEGRIS INC. | April 23, 2025 | Approval, by non-binding vote, of the compensation paid to Entegris, Inc.'s named executive officers (advisory vote). Say-on-Pay |
Board | For | FOR 14 funds |
Split 3 FOR, 4 AGAINST |
| ENTEGRIS INC. | April 23, 2025 | Election of Directors: Azita Saleki-Gerhardt Director Elections |
Board | For | FOR 12 funds |
Split 5 FOR, 1 AGAINST |
| ENTERPRISE BANCORP INC. | April 3, 2025 | To approve, on a non-binding, advisory basis, the compensation payable to the named executive officers of Enterprise in connection with the merger (the "Enterprise compensation proposal"). Say-on-Pay |
Board | For | FOR 3 funds |
Split 1 FOR, 2 AGAINST |
| ENTERPRISE FINANCIAL SERVICES CORP | May 7, 2025 | An advisory (non-binding) vote to approve executive compensation. Say-on-Pay |
Board | For | FOR 10 funds |
Split 3 FOR, 2 AGAINST |
| ENTRADA THERAPEUTICS INC. | June 11, 2025 | Election of Directors: Kush M. Parmar, M.D., Ph.D. Director Elections |
Board | For | FOR 4 funds |
Split 1 FOR, 1 WITHHOLD |
| ENVISTA HOLDINGS CORP. | June 10, 2025 | To approve an amendment to Envista's 2019 Omnibus Incentive Plan, as amended. Compensation |
Board | For | FOR 9 funds |
Split 3 FOR, 2 AGAINST |
| EOG RESOUR | May 21, 2025 | To approve, by non-binding vote, the compensation of the Company's named executive officers. Say-on-Pay |
Board | Not determined | FOR 18 funds |
Split 14 FOR, 1 AGAINST |
| EQUIFAX INC. | May 8, 2025 | Advisory vote to approve named executive officer compensation ("say-on-pay"). Say-on-Pay |
Board | For | FOR 15 funds |
Split 8 FOR, 2 AGAINST |
| EQUINIX INC. | May 21, 2025 | Approval of an amendment to the Equinix, Inc. 2020 Equity Incentive Plan to increase the number of plan shares reserved for issuance by 3.3 million shares Corporate Governance |
Board | For | FOR 16 funds |
Split 4 FOR, 2 AGAINST |
| EQUITY BANCSHARES INC. | April 22, 2025 | Advisory vote to approve the compensation paid to the named executive officers of the Company. Say-on-Pay |
Board | For | AGAINST 5 funds |
Split 1 FOR, 3 AGAINST |
| EQUITY RESIDENTIAL | June 26, 2025 | Approval of Executive Compensation. Say-on-Pay |
Board | For | FOR 17 funds |
Split 7 FOR, 5 AGAINST |
| EQUITY RESIDENTIAL | June 26, 2025 | Ratification of the selection of Ernst & Young LLP as the Company's independent registered public accounting firm for 2025. Audit-related |
Board | For | FOR 16 funds |
Split 11 FOR, 1 AGAINST |
| ESAB CORP. | May 8, 2025 | To approve the Amended and Restated ESAB Corporation 2022 Omnibus Incentive Plan. Compensation |
Board | For | FOR 10 funds |
Split 1 FOR, 4 AGAINST |
| ESSENT GROUP LTD | May 7, 2025 | PROVIDE A NON-BINDING, ADVISORY VOTE ON OUR EXECUTIVE COMPENSATION. Say-on-Pay |
Board | For | FOR 14 funds |
Split 6 FOR, 1 AGAINST |
| ESSENTIAL UTILITIES INC. | May 7, 2025 | To approve an advisory vote on the compensation paid to the Company's named executive officers for 2024. Say-on-Pay |
Board | For | FOR 15 funds |
Split 1 FOR, 3 AGAINST |
| ESSEX PROPERTY TRUST INC. | May 13, 2025 | Advisory vote to approve the Company's named executive officer compensation. Say-on-Pay |
Board | For | FOR 17 funds |
Split 3 FOR, 2 AGAINST |
| ESSEX PROPERTY TRUST INC. | May 13, 2025 | Election of Directors: Keith R. Guericke Director Elections |
Board | For | AGAINST 16 funds |
Split 1 FOR, 4 AGAINST |
| ESTEE LAUDER COMPANIES INC. | November 8, 2024 | Advisory vote to approve executive compensation. Say-on-Pay |
Board | For | AGAINST 14 funds |
Split 2 FOR, 3 AGAINST |
| ESTEE LAUDER COMPANIES INC. | November 8, 2024 | Election of four (4) Class I Directors: Jennifer Hyman Director Elections |
Board | For | WITHHOLD 13 funds |
Split 1 FOR, 3 WITHHOLD |
| ESTEE LAUDER COMPANIES INC. | November 8, 2024 | Election of four (4) Class I Directors: Paul J. Fribourg Director Elections |
Board | For | FOR 13 funds |
Split 1 FOR, 3 WITHHOLD |
| EURONET WO | May 14, 2025 | Advisory vote on executive compensation. Say-on-Pay |
Board | Not determined | FOR 10 funds |
Split 3 FOR, 1 AGAINST |
| EVENTBRITE INC. | June 5, 2025 | A proposal to approve, on a non-binding advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
Split 1 FOR, 2 AGAINST |
| EVERCORE INC. | June 11, 2025 | Election of Directors: Gail B. Harris Director Elections |
Board | For | FOR 11 funds |
Split 4 FOR, 1 AGAINST |
| EVEREST GROUP LTD. | May 14, 2025 | Election of Directors for a term to end in 2026: William F. Galtney, Jr. Director Elections |
Board | For | FOR 15 funds |
Split 6 FOR, 1 AGAINST |
| EVEREST GROUP LTD. | May 14, 2025 | To approve, by non-binding advisory vote, 2024 compensation paid to the Company's Named Executive Officers. Say-on-Pay |
Board | For | FOR 16 funds |
Split 6 FOR, 1 AGAINST |
| EVERGY INC. | May 6, 2025 | Approve the 2024 compensation of our named executive officers on an advisory non-binding basis. Say-on-Pay |
Board | For | FOR 15 funds |
Split 4 FOR, 4 AGAINST |
| EVERSOURCE ENERGY | May 1, 2025 | Consider an advisory proposal approving the compensation of our Named Executive Officers. Say-on-Pay |
Board | For | FOR 16 funds |
Split 3 FOR, 6 AGAINST |
| EVERSPIN TECHNOLOGIES INC. | May 22, 2025 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 3 funds |
Split 1 FOR, 1 AGAINST |
| EVERTEC INC. | May 22, 2025 | Election of directors: Brian J. Smith Director Elections |
Board | For | FOR 5 funds |
Split 3 FOR, 1 AGAINST |
| EVOLENT HEALTH INC. | June 5, 2025 | Proposal to approve the compensation of our named executive officers for 2024 on an advisory basis. Say-on-Pay |
Board | For | AGAINST 8 funds |
Split 1 FOR, 2 AGAINST |
| EXACT SCIENCES CORP. | June 12, 2025 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 14 funds |
Split 6 FOR, 1 AGAINST |
| EXLSERVICE HOLDINGS INC. | June 17, 2025 | Election of Directors: Andreas Fibig Director Elections |
Board | For | FOR 11 funds |
Split 4 FOR, 3 AGAINST |
| EXP WORLD HOLDINGS INC. | April 25, 2025 | Election of Directors: Monica Weakley Director Elections |
Board | For | FOR 8 funds |
Split 2 FOR, 1 AGAINST |
| EXPAND ENERGY CORP. | June 5, 2025 | Election of Directors: Matthew M. Gallagher Director Elections |
Board | For | FOR 14 funds |
Split 9 FOR, 1 AGAINST |
| EXPEDIA GROUP INC. | June 3, 2025 | Approval, on an advisory basis, of the compensation of Expedia Group's named executive officers. Say-on-Pay |
Board | For | AGAINST 14 funds |
Split 3 FOR, 6 AGAINST |
| EXPEDIA GROUP INC. | June 3, 2025 | Election of Directors: Alex von Furstenberg Director Elections |
Board | For | WITHHOLD 13 funds |
Split 7 FOR, 2 WITHHOLD |
| EXPEDIA GROUP INC. | June 3, 2025 | Election of Directors: Barry Diller Director Elections |
Board | For | FOR 13 funds |
Split 4 FOR, 4 WITHHOLD |
| EXPEDIA GROUP INC. | June 3, 2025 | Election of Directors: Beverly Anderson Director Elections |
Board | For | FOR 13 funds |
Split 7 FOR, 2 WITHHOLD |
| EXPEDIA GROUP INC. | June 3, 2025 | Election of Directors: Chelsea Clinton Director Elections |
Board | For | FOR 13 funds |
Split 5 FOR, 3 WITHHOLD |
| EXPEDIA GROUP INC. | June 3, 2025 | Election of Directors: Craig Jacobson Director Elections |
Board | For | WITHHOLD 13 funds |
Split 6 FOR, 3 WITHHOLD |
| EXPEDIA GROUP INC. | June 3, 2025 | Election of Directors: Dara Khosrowshahi Director Elections |
Board | For | FOR 13 funds |
Split 6 FOR, 2 WITHHOLD |
| EXPEDIA GROUP INC. | June 3, 2025 | Election of Directors: Patricia Menendez Cambo* Director Elections |
Board | For | FOR 13 funds |
Split 7 FOR, 2 WITHHOLD |
| EXPEDITORS INTERNATIONAL OF WASHINGTON INC. | May 6, 2025 | Election of Directors: Brandon S. Pedersen Director Elections |
Board | For | FOR 14 funds |
Split 2 FOR, 3 AGAINST |
| EXPEDITORS INTERNATIONAL OF WASHINGTON INC. | May 6, 2025 | Election of Directors: James M. DuBois Director Elections |
Board | For | FOR 14 funds |
Split 2 FOR, 3 AGAINST |
| EXPEDITORS INTERNATIONAL OF WASHINGTON INC. | May 6, 2025 | Election of Directors: Olivia D. Polius Director Elections |
Board | For | FOR 14 funds |
Split 2 FOR, 3 AGAINST |
| EXXON MOBIL CORP. | May 28, 2025 | Advisory Vote to Approve Executive Compensation Say-on-Pay |
Board | For | FOR 16 funds |
Split 17 FOR, 1 AGAINST |
| EXXON MOBIL CORP. | May 28, 2025 | Election of Directors: Joseph L. Hooley Director Elections |
Board | For | FOR 14 funds |
Split 15 FOR, 1 AGAINST |
| EXXON MOBIL CORP. | May 28, 2025 | Election of Directors: Steven A. Kandarian Director Elections |
Board | For | FOR 14 funds |
Split 15 FOR, 1 AGAINST |
| EXXON MOBIL CORP. | May 28, 2025 | Ratification of Independent Auditors Audit-related |
Board | For | FOR 14 funds |
Split 16 FOR, 1 AGAINST |
| F&G ANNUITIES & LIFE INC. | July 17, 2024 | Approval of a non-binding advisory resolution on the compensation paid to our named executive officers. Say-on-Pay |
Board | For | FOR 6 funds |
Split 1 FOR, 2 AGAINST |
| F&G ANNUITIES & LIFE INC. | June 25, 2025 | Approval of a non-binding advisory resolution on the compensation paid to our named executive officers. Say-on-Pay |
Board | For | FOR 8 funds |
Split 1 FOR, 2 AGAINST |
| FAIR ISAAC CORP. | March 5, 2025 | To approve the advisory (non-binding) resolution relating to the named executive officer compensation as disclosed in the proxy statement. Say-on-Pay |
Board | For | FOR 16 funds |
Split 12 FOR, 2 AGAINST |
| FARMERS & MERCHANTS BANCORP INC. | April 14, 2025 | Election of Directors: Marcia S. Latta Director Elections |
Board | For | FOR 2 funds |
Split 2 FOR, 1 WITHHOLD |
| FASTLY INC. | June 11, 2025 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
Split 1 FOR, 2 AGAINST |
| FATE THERAPEUTICS INC. | May 29, 2025 | Election of Class III Directors: Dr. Shefali Agarwal Director Elections |
Board | For | FOR 3 funds |
Split 3 FOR, 1 WITHHOLD |
| FATE THERAPEUTICS INC. | May 29, 2025 | To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers as disclosed in the proxy statement. Say-on-Pay |
Board | For | FOR 4 funds |
Split 2 FOR, 2 AGAINST |
| FEDEX CORP. | September 23, 2024 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | FOR 15 funds |
Split 6 FOR, 1 AGAINST |
| FIDELITY NATIONAL FINANCIAL INC. | June 11, 2025 | Approval of the redomestication of the Company from the State of Delaware to the State of Nevada by conversion. Extraordinary Transactions |
Board | For | FOR 13 funds |
Split 3 FOR, 3 AGAINST |
| FIGS INC. | June 4, 2025 | Approval, on an advisory (non-binding) basis, of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
Split 3 FOR, 2 AGAINST |
| FIRST AMERICAN FINANCIAL CORP. | May 13, 2025 | Election of Class III director nominees: Reginald H. Gilyard Director Elections |
Board | For | FOR 12 funds |
Split 3 FOR, 1 AGAINST |
| FIRST BANCSHARES INC. | October 22, 2024 | A proposal to approve, on an advisory (non-binding) basis, specified compensation that may become payable to the named executive officers of The First Bancshares, Inc. in connection with the merger. Say-on-Pay |
Board | For | FOR 6 funds |
Split 1 FOR, 3 AGAINST |
| FIRST FOUNDATION INC. | September 30, 2024 | To approve the issuance of shares of common stock in connection with the July 2024 Capital Raise (as defined in the accompanying proxy statement) pursuant to New York Stock Exchange listing rules. Capital Structure |
Board | For | FOR 4 funds |
Split 2 FOR, 1 AGAINST |
| FIRST FOUNDATION INC. | May 29, 2025 | To approve the First Foundation Inc. Amended and Restated 2024 Equity Incentive Plan. Compensation |
Board | For | FOR 3 funds |
Split 1 FOR, 2 AGAINST |
| FIRST FOUNDATION INC. | May 29, 2025 | To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers for the year ended December 31, 2024. Say-on-Pay |
Board | For | AGAINST 4 funds |
Split 1 FOR, 2 AGAINST |
| FIRST HAWAIIAN INC. | April 22, 2025 | Approval of the First Hawaiian, Inc 2025 Omnibus Incentive Compensation Plan. Compensation |
Board | For | FOR 8 funds |
Split 2 FOR, 2 AGAINST |
| FIRST INTERNET BANCORP | May 19, 2025 | To approve, in an advisory (non-binding) vote, the compensation paid to our named executive officers. Say-on-Pay |
Board | For | FOR 3 funds |
Split 1 FOR, 2 AGAINST |
| FIRST OF LONG ISLAND CORP. | February 14, 2025 | To approve, on an advisory basis, certain compensation payable as a result of the consummation of the proposed merger. Say-on-Pay |
Board | For | AGAINST 5 funds |
Split 2 FOR, 2 AGAINST |
| FIRST WESTERN FINANCIAL INC. | June 4, 2025 | To approve the First Western Financial, Inc. Omnibus Incentive Plan, as amended and restated April 23, 2025. Compensation |
Board | For | FOR 2 funds |
Split 1 FOR, 1 AGAINST |
| FIRSTCASH HOLDINGS INC. | June 11, 2025 | Election of Directors: Daniel R. Feehan Director Elections |
Board | For | FOR 9 funds |
Split 2 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.