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 |
|---|---|---|---|---|---|---|
| NCR VOYIX CORP. | June 6, 2025 | Election of Directors: Catherine L. Burke Director Elections |
Board | For | FOR 7 funds |
Split 3 FOR, 1 AGAINST |
| NCR VOYIX CORP. | June 6, 2025 | To approve, on a non-binding and advisory basis, the compensation of the named executive officers as more particularly described in the proxy materials Say-on-Pay |
Board | For | AGAINST 8 funds |
Split 2 FOR, 2 AGAINST |
| NEKTAR THERAPEUTICS | May 23, 2025 | To approve a non-binding advisory resolution regarding our executive compensation (a "say-on-pay" vote). Say-on-Pay |
Board | For | FOR 5 funds |
Split 1 FOR, 2 AGAINST |
| NEKTAR THERAPEUTICS | May 23, 2025 | To approve an amendment to our Certificate of Incorporation to increase the number of authorized shares of our common stock from 300,000,000 shares to 390,000,000 shares. Capital Structure |
Board | For | AGAINST 4 funds |
Split 1 FOR, 2 AGAINST |
| NELNET INC. | May 15, 2025 | Election of three Class II directors for three-year terms: Matthew W. Dunlap Director Elections |
Board | For | FOR 7 funds |
Split 2 FOR, 1 AGAINST |
| NEOGEN CORP. | October 24, 2024 | To Approve, On An Advisory Basis, The Compensation of Named Executive Officers. Say-on-Pay |
Board | For | AGAINST 10 funds |
Split 3 FOR, 2 AGAINST |
| NEOGENOMICS INC. | May 22, 2025 | Approval, on a non-binding advisory basis, of the Compensation Paid to the Company's Named Executive Officers. Say-on-Pay |
Board | For | FOR 6 funds |
Split 4 FOR, 2 AGAINST |
| NETAPP INC. | September 11, 2024 | To approve an amendment to NetApp's 2021 Equity Incentive Plan. Compensation |
Board | For | FOR 15 funds |
Split 3 FOR, 6 AGAINST |
| NETFLIX INC. | June 5, 2025 | Advisory approval of named executive officer compensation. Say-on-Pay |
Board | For | FOR 16 funds |
Split 17 FOR, 1 AGAINST |
| NETGEAR INC. | May 29, 2025 | Proposal to approve the NETGEAR, Inc. 2025 Equity Incentive Plan. Compensation |
Board | For | AGAINST 7 funds |
Split 1 FOR, 4 AGAINST |
| NETGEAR INC. | May 29, 2025 | Proposal to approve, on a non-binding advisory basis, a resolution approving the compensation of our Named Executive Officers in the Proxy Statement. Say-on-Pay |
Board | For | AGAINST 8 funds |
Split 1 FOR, 4 AGAINST |
| NETSCOUT SYSTEMS INC. | September 12, 2024 | To approve the NetScout Systems, Inc. 2019 Equity Incentive Plan, as amended. Compensation |
Board | For | AGAINST 7 funds |
Split 3 FOR, 1 AGAINST |
| NEUROGENE INC. | June 12, 2025 | To approve an amendment to our 2023 Employee Stock Purchase Plan to clarify that the number of outstanding shares of common stock used to calculate the automatic share reserve increase includes shares issuable on exercise of prefunded warrants and conversion of preferred stock. Compensation |
Board | For | AGAINST 2 funds |
Split 1 FOR, 1 AGAINST |
| NEVRO CORP. | April 2, 2025 | To approve, on a non-binding, advisory basis, certain compensation that will or may be paid or become payable to Nevro's named executive officers that is based on or otherwise relates to the Merger. Say-on-Pay |
Board | For | AGAINST 5 funds |
Split 1 FOR, 2 AGAINST |
| NEWMARKET | April 24, 2025 | Election of Directors: James E. Rogers Director Elections |
Board | Not determined | FOR 10 funds |
Split 2 FOR, 1 AGAINST |
| NEWMONT CORP. | April 30, 2025 | Election of Directors: Bruce R. Brook Director Elections |
Board | For | FOR 12 funds |
Split 6 FOR, 1 AGAINST |
| NEXTERA ENERGY INC. | May 22, 2025 | Approval, by non-binding advisory vote, of NextEra Energy's compensation of its named executive officers as disclosed in the proxy statement. Say-on-Pay |
Board | For | FOR 16 funds |
Split 10 FOR, 2 AGAINST |
| NEXTERA ENERGY INC. | May 22, 2025 | Ratification of appointment of Deloitte & Touche LLP as NextEra Energy's independent registered public accounting firm for 2025. Audit-related |
Board | For | FOR 14 funds |
Split 10 FOR, 1 AGAINST |
| NIAGEN BIOSCIENCE INC. | June 24, 2025 | Approval of amendment to the Company's 2017 Equity Incentive Plan to increase the number of shares available for issuance by 4.75 million shares of common stock Compensation |
Board | For | FOR 2 funds |
Split 1 FOR, 1 AGAINST |
| NIAGEN BIOSCIENCE INC. | June 24, 2025 | Election of Directors: Kristin Patrick Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 1 WITHHOLD |
| NIKE INC. | September 10, 2024 | To approve executive compensation by an advisory vote. Say-on-Pay |
Board | For | FOR 16 funds |
Split 7 FOR, 4 AGAINST |
| NL INDUSTRIES INC. | May 15, 2025 | Director Nominees: Courtney J. Riley Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 1 WITHHOLD |
| NL INDUSTRIES INC. | May 15, 2025 | Director Nominees: John E. Harper Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 1 WITHHOLD |
| NL INDUSTRIES INC. | May 15, 2025 | Director Nominees: Meredith W. Mendes Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 1 WITHHOLD |
| NL INDUSTRIES INC. | May 15, 2025 | Director Nominees: Michael S. Simmons Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 1 WITHHOLD |
| NL INDUSTRIES INC. | May 15, 2025 | Nonbinding advisory vote approving named executive officer compensation. Say-on-Pay |
Board | For | FOR 3 funds |
Split 1 FOR, 1 AGAINST |
| NMI HOLDINGS INC. | May 8, 2025 | Advisory approval of NMI Holdings, Inc.'s executive compensation. Say-on-Pay |
Board | For | FOR 9 funds |
Split 4 FOR, 1 AGAINST |
| NORTHWEST BANCSHARES INC. | April 17, 2025 | An advisory, non-binding resolution to approve the executive compensation described in the Proxy Statement. Say-on-Pay |
Board | For | FOR 9 funds |
Split 1 FOR, 2 AGAINST |
| NORWEGIAN CRUISE LINE HOLDINGS LTD. | June 12, 2025 | Election of Class III Directors: Harry C. Curtis Director Elections |
Board | For | FOR 12 funds |
Split 2 FOR, 1 AGAINST |
| NORWOOD FINANCIAL CORP. | April 22, 2025 | Election of Directors: Alexandra K. Nolan Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 2 WITHHOLD |
| NORWOOD FINANCIAL CORP. | April 22, 2025 | Election of Directors: Dr. Andrew A. Forte Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 2 WITHHOLD |
| NUCOR CORP. | May 8, 2025 | Approval, on an advisory basis, of Nucor's named executive officer compensation in 2024 Say-on-Pay |
Board | For | FOR 15 funds |
Split 4 FOR, 2 AGAINST |
| NUTANIX INC. | December 13, 2024 | Approval, on a non-binding advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 11 funds |
Split 3 FOR, 2 AGAINST |
| NUVALENT INC. | June 18, 2025 | Election of the following nominees as Class I directors: Anna Protopapas Director Elections |
Board | For | FOR 6 funds |
Split 3 FOR, 1 WITHHOLD |
| NUVALENT INC. | June 18, 2025 | To approve, on an advisory basis, the compensation paid to our named executive officers. Say-on-Pay |
Board | For | AGAINST 7 funds |
Split 1 FOR, 3 AGAINST |
| NUVATION BIO INC. | September 3, 2024 | To approve conversion of the Company's Series A Non-Voting Convertible Preferred Stock to the Company's Class A Common Stock. Capital Structure |
Board | For | FOR 4 funds |
Split 1 FOR, 1 AGAINST |
| NVENT ELECTRIC PLC | May 16, 2025 | By Separate Resolutions, Election of Director Nominees: Michael L. Ducker Director Elections |
Board | For | FOR 13 funds |
Split 5 FOR, 1 AGAINST |
| NVIDIA | June 25, 2025 | Advisory approval of our executive compensation. Say-on-Pay |
Board | For | FOR 19 funds |
Split 19 FOR, 1 AGAINST |
| NVIDIA | June 25, 2025 | Ratification of the selection of PricewaterhouseCoopers LLP as our independent registered public accounting firm for fiscal year 2026. Audit-related |
Board | For | FOR 16 funds |
Split 18 FOR, 1 AGAINST |
| NVIDIA CORP. | June 25, 2025 | Election of Directors: Aarti Shah Director Elections |
Board | For | AGAINST 16 funds |
Split 15 FOR, 2 AGAINST |
| NVIDIA CORP. | June 25, 2025 | Election of Directors: Stephen C. Neal Director Elections |
Board | For | FOR 16 funds |
Split 16 FOR, 1 AGAINST |
| NVR INC. | May 6, 2025 | Advisory vote to approve compensation paid to certain executive officers. Say-on-Pay |
Board | For | FOR 14 funds |
Split 5 FOR, 1 AGAINST |
| NVR INC. | May 6, 2025 | Election of Directors: Alfred E. Festa Director Elections |
Board | For | AGAINST 13 funds |
Split 5 FOR, 1 AGAINST |
| NVR INC. | May 6, 2025 | Election of Directors: C. E. Andrews Director Elections |
Board | For | FOR 13 funds |
Split 5 FOR, 1 AGAINST |
| NVR INC. | May 6, 2025 | Ratification of appointment of KPMG LLP as independent auditor for the year ending December 31, 2025. Shareholder Rights and Defenses |
Board | For | FOR 13 funds |
Split 5 FOR, 1 AGAINST |
| NXP SEMICONDUCTORS N.V. | June 11, 2025 | Non-binding, advisory vote to approve Named Executive Officer compensation Say-on-Pay |
Board | For | FOR 11 funds |
Split 8 FOR, 2 AGAINST |
| O'REILLY AUTOMOTIVE INC. | May 15, 2025 | Election of Director Nominees: Dana M. Perlman Director Elections |
Board | For | FOR 14 funds |
Split 4 FOR, 2 AGAINST |
| O-I GLASS INC. | May 14, 2025 | To approve, by advisory vote, the Company's named executive officer compensation. Say-on-Pay |
Board | For | FOR 8 funds |
Split 2 FOR, 2 AGAINST |
| OCCIDENTAL PETROLEUM CORP. | May 2, 2025 | Advisory Vote to Approve Named Executive Officer Compensation Say-on-Pay |
Board | For | FOR 15 funds |
Split 5 FOR, 3 AGAINST |
| OCCIDENTAL PETROLEUM CORP. | May 2, 2025 | Approval of Occidental's Amended and Restated 2015 Long-Term Incentive Plan Compensation |
Board | For | FOR 12 funds |
Split 5 FOR, 3 AGAINST |
| OCCIDENTAL PETROLEUM CORP. | May 2, 2025 | Election of Directors: Avedick B. Poladian Director Elections |
Board | For | FOR 12 funds |
Split 7 FOR, 1 AGAINST |
| OCCIDENTAL PETROLEUM CORP. | May 2, 2025 | Ratification of Selection of KPMG as Occidental's Independent Auditor Audit-related |
Board | For | FOR 12 funds |
Split 7 FOR, 1 AGAINST |
| OCEANEERING INTERNATIONAL INC. | May 9, 2025 | Election of Directors: M. Kevin McEvoy Director Elections |
Board | For | FOR 8 funds |
Split 5 FOR, 1 WITHHOLD |
| OCEANEERING INTERNATIONAL INC. | May 9, 2025 | Election of Directors: Paul B. Murphy, Jr. Director Elections |
Board | For | FOR 8 funds |
Split 5 FOR, 1 WITHHOLD |
| ODP CORP. | May 1, 2025 | To approve, in a non-binding, advisory vote, The ODP Corporation's executive compensation. Say-on-Pay |
Board | For | FOR 8 funds |
Split 2 FOR, 2 AGAINST |
| OIL STATES INTERNATIONAL INC. | May 13, 2025 | TO APPROVE, ON AN ADVISORY BASIS, THE COMPANY'S EXECUTIVE COMPENSATION. Say-on-Pay |
Board | For | FOR 6 funds |
Split 2 FOR, 2 AGAINST |
| OKTA INC. | June 24, 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 3 FOR, 1 AGAINST |
| OLD REPUBLIC INTERNATIONAL CORP. | May 22, 2025 | Election of Class 2 Directors: Lisa J. Caldwell Director Elections |
Board | For | FOR 12 funds |
Split 4 FOR, 1 AGAINST |
| OLEMA PHARMACEUTICALS INC. | June 10, 2025 | Approval, on an advisory basis, of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 4 funds |
Split 2 FOR, 2 AGAINST |
| OLO INC. | June 12, 2025 | To approve, on a non-binding advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
Split 2 FOR, 2 AGAINST |
| OMNIAB INC. | June 17, 2025 | Election of Directors: Carolyn R. Bertozzi, Ph.D. Director Elections |
Board | For | FOR 5 funds |
Split 2 FOR, 2 WITHHOLD |
| OMNIAB INC. | June 17, 2025 | Election of Directors: John Higgins Director Elections |
Board | For | FOR 5 funds |
Split 1 FOR, 3 WITHHOLD |
| OMNICELL INC. | May 21, 2025 | Proposal to elect Class III Directors to hold office until the 2028 Annual Meeting of Stockholders: Edward P. Bousa Director Elections |
Board | For | FOR 7 funds |
Split 2 FOR, 2 WITHHOLD |
| OMNICOM GROUP INC. | May 6, 2025 | Advisory resolution to approve executive compensation. Say-on-Pay |
Board | For | FOR 16 funds |
Split 5 FOR, 2 AGAINST |
| ON SEMICON | May 15, 2025 | Advisory vote to approve the compensation of our named executive officers (Say-on-Pay). Say-on-Pay |
Board | Not determined | FOR 15 funds |
Split 9 FOR, 2 AGAINST |
| ON SEMICON | May 15, 2025 | To elect eight directors nominated by our Board of Directors: Paul A. Mascarenas Director Elections |
Board | Not determined | FOR 13 funds |
Split 10 FOR, 1 AGAINST |
| ON24 INC. | June 20, 2025 | Election of Directors: Anthony Zingale Director Elections |
Board | For | FOR 4 funds |
Split 1 FOR, 3 WITHHOLD |
| ON24 INC. | June 20, 2025 | Election of Directors: Ronald Mitchell Director Elections |
Board | For | FOR 4 funds |
Split 2 FOR, 2 WITHHOLD |
| ONE LIBERTY PROPERTIES INC. | June 5, 2025 | A proposal to approve the Company's 2025 Incentive Plan. Compensation |
Board | For | FOR 4 funds |
Split 1 FOR, 1 AGAINST |
| ONESPAN INC. | June 6, 2025 | To elect seven directors to serve on the Board of Directors: Marianne Johnson Director Elections |
Board | For | FOR 5 funds |
Split 3 FOR, 1 AGAINST |
| ONESPAWORLD HOLDINGS LTD. | June 9, 2025 | Election of Directors: Glenn J. Fusfield Director Elections |
Board | For | WITHHOLD 5 funds |
Split 4 FOR, 2 WITHHOLD |
| ONESPAWORLD HOLDINGS LTD. | June 9, 2025 | Election of Directors: Maryam Banikarim Director Elections |
Board | For | FOR 5 funds |
Split 5 FOR, 1 WITHHOLD |
| ONEWATER MARINE INC. | February 20, 2025 | Election of Directors: Christopher W. Bodine Director Elections |
Board | For | FOR 4 funds |
Split 1 FOR, 1 AGAINST |
| ONITY GROUP INC. | May 21, 2025 | Approval, on an advisory basis, of the compensation of the named executive officers, as disclosed in the accompanying Proxy Statement. Say-on-Pay |
Board | For | FOR 3 funds |
Split 1 FOR, 2 AGAINST |
| OPEN LENDING CORP. | May 21, 2025 | To elect two Class II directors for a three-year term: Blair J. Greenberg Director Elections |
Board | For | FOR 4 funds |
Split 1 FOR, 2 WITHHOLD |
| OPTIMIZERX CORP. | June 11, 2025 | Advisory (non-binding) approval of the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 3 funds |
Split 1 FOR, 1 AGAINST |
| ORACLE CORP. | November 14, 2024 | Advisory Vote to Approve the Compensation of our Named Executive Officers. Say-on-Pay |
Board | For | AGAINST 16 funds |
Split 1 FOR, 1 AGAINST |
| ORANGE COUNTY BANCORP INC. | May 20, 2025 | Election of Directors: Kevin Keane (three-year term) Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 1 WITHHOLD |
| ORASURE TECHNOLOGIES INC. | May 14, 2025 | Advisory (Non-Binding) Vote to Approve Executive Compensation. Say-on-Pay |
Board | For | FOR 4 funds |
Split 3 FOR, 2 AGAINST |
| ORASURE TECHNOLOGIES INC. | May 14, 2025 | Approval of Amendment and Restatement of the Company's Stock Award Plan to Increase the Shares Authorized for Issuance Thereunder. Compensation |
Board | For | FOR 3 funds |
Split 4 FOR, 1 AGAINST |
| ORIC PHARMACEUTICALS INC. | June 11, 2025 | Election of Directors: Angie You, Ph.D. Director Elections |
Board | For | FOR 4 funds |
Split 1 FOR, 2 WITHHOLD |
| ORIC PHARMACEUTICALS INC. | June 11, 2025 | Election of Directors: Steven L. Hoerter Director Elections |
Board | For | FOR 4 funds |
Split 2 FOR, 1 WITHHOLD |
| ORIGIN BANCORP INC. | April 23, 2025 | Approve, on a non-binding advisory basis, the compensation of our named executive officers (the "Say-on-Pay Proposal.") Say-on-Pay |
Board | For | FOR 5 funds |
Split 3 FOR, 1 AGAINST |
| ORTHOFIX MEDICAL INC. | June 18, 2025 | Election of Directors: Vickie L. Capps Director Elections |
Board | For | FOR 5 funds |
Split 2 FOR, 2 AGAINST |
| OSHKOSH CORP. | May 6, 2025 | Approval, by advisory vote, of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 12 funds |
Split 5 FOR, 4 AGAINST |
| OTIS WORLDWIDE CORP. | May 15, 2025 | Advisory Vote to Approve Executive Compensation Say-on-Pay |
Board | For | AGAINST 15 funds |
Split 5 FOR, 4 AGAINST |
| OUTFRONT MEDIA INC. | June 3, 2025 | Election of Director Nominees: Angela Courtin Director Elections |
Board | For | FOR 9 funds |
Split 1 FOR, 2 AGAINST |
| OVINTIV INC. | May 1, 2025 | Election of the 11 Director Nominees Named in the Proxy Statement: Peter A. Dea Director Elections |
Board | For | FOR 12 funds |
Split 5 FOR, 2 AGAINST |
| P.A.M. TRANSPORTATION SERVICES INC. | October 31, 2024 | Election of Directors: W. Scott Davis Director Elections |
Board | For | WITHHOLD 2 funds |
Split 2 FOR, 1 WITHHOLD |
| P.A.M. TRANSPORTATION SERVICES INC. | October 31, 2024 | To approve an increase in the number of authorized shares of common stock from 50,000,000 to 100,000,000 in the proposed Nevada Articles of Incorporation (Implementation of this Proposal 4 is conditioned upon the approval of Proposal 3). Capital Structure |
Board | For | AGAINST 2 funds |
Split 1 FOR, 2 AGAINST |
| PACCAR INC. | April 29, 2025 | Election of director nominees to serve for one-year terms: Mark A. Schulz Director Elections |
Board | For | FOR 12 funds |
Split 5 FOR, 2 AGAINST |
| PACIFIC BIOSCIENCES OF CALIFORNIA INC. | June 4, 2025 | Election of Directors: William Ericson Director Elections |
Board | For | FOR 4 funds |
Split 2 FOR, 2 AGAINST |
| PACIFIC BIOSCIENCES OF CALIFORNIA INC. | June 4, 2025 | To approve the amendment of our 2020 Equity Incentive Plan. Compensation |
Board | For | FOR 4 funds |
Split 1 FOR, 3 AGAINST |
| PACIFIC BIOSCIENCES OF CALIFORNIA INC. | June 4, 2025 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
Split 2 FOR, 3 AGAINST |
| PACIRA BIOSCIENCES INC. | June 10, 2025 | Approval of our Amended and Restated 2011 Stock Incentive Plan. Compensation |
Board | For | FOR 8 funds |
Split 1 FOR, 3 AGAINST |
| PACIRA BIOSCIENCES INC. | June 10, 2025 | Approval, on an advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 9 funds |
Split 1 FOR, 3 AGAINST |
| PACKAGING CORPORATION OF AMERICA | May 7, 2025 | Election of Directors: Cheryl K. Beebe Director Elections |
Board | For | FOR 15 funds |
Split 8 FOR, 1 AGAINST |
| PACKAGING CORPORATION OF AMERICA | May 7, 2025 | Election of Directors: Roger B. Porter Director Elections |
Board | For | FOR 15 funds |
Split 8 FOR, 1 AGAINST |
| PACKAGING CORPORATION OF AMERICA | May 7, 2025 | Election of Directors: Samuel M. Mencoff Director Elections |
Board | For | FOR 15 funds |
Split 8 FOR, 1 AGAINST |
| PACKAGING CORPORATION OF AMERICA | May 7, 2025 | Proposal to approve our executive compensation. Say-on-Pay |
Board | For | FOR 17 funds |
Split 7 FOR, 3 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.