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 |
|---|---|---|---|---|---|---|
| PALO ALTO NETWORKS INC. | December 10, 2024 | Election of Class I Directors: Nir Zuk Director Elections |
Board | For | FOR 14 funds |
Split 5 FOR, 2 AGAINST |
| PALO ALTO NETWORKS INC. | December 10, 2024 | Election of Class I Directors: Right Honorable Sir John Key Director Elections |
Board | For | AGAINST 14 funds |
Split 5 FOR, 2 AGAINST |
| PALO ALTO NETWORKS INC. | December 10, 2024 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 16 funds |
Split 3 FOR, 5 AGAINST |
| PANGAEA LOGISTICS SOLUTIONS LTD. | August 8, 2024 | To approve the Pangaea Logistics Solutions Ltd. Amended and Restated 2014 Equity Incentive Plan. Compensation |
Board | For | FOR 2 funds |
Split 1 FOR, 1 AGAINST |
| PANGAEA LOGISTICS SOLUTIONS LTD. | May 8, 2025 | Election of Class II Directors: Carl Claus Boggild Director Elections |
Board | For | AGAINST 2 funds |
Split 1 FOR, 1 AGAINST |
| PAPA JOHN'S INTERNATIONAL INC. | May 1, 2025 | Approval of the First Amendment to the Papa John's International, Inc. 2018 Omnibus Incentive Plan to increase the amount of shares reserved for issuance by 4,900,000 shares. Compensation |
Board | For | FOR 7 funds |
Split 3 FOR, 1 AGAINST |
| PAR TECHNOLOGY CORP. | June 2, 2025 | Election of Directors: Cynthia A. Russo Director Elections |
Board | For | FOR 4 funds |
Split 2 FOR, 2 WITHHOLD |
| PAR TECHNOLOGY CORP. | June 2, 2025 | Election of Directors: James C. Stoffel Director Elections |
Board | For | FOR 4 funds |
Split 2 FOR, 2 WITHHOLD |
| PAR TECHNOLOGY CORP. | June 2, 2025 | Election of Directors: Linda M. Crawford Director Elections |
Board | For | FOR 4 funds |
Split 2 FOR, 2 WITHHOLD |
| PAR TECHNOLOGY CORP. | June 2, 2025 | Election of Directors: Narinder Singh Director Elections |
Board | For | FOR 4 funds |
Split 2 FOR, 2 WITHHOLD |
| PAR TECHNOLOGY CORP. | June 2, 2025 | Non-binding advisory vote to approve the compensation of the Company's Named Executive Officers ("Say-on-Pay Vote"). Say-on-Pay |
Board | For | AGAINST 5 funds |
Split 1 FOR, 3 AGAINST |
| PARAGON 28 INC. | April 17, 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. Say-on-Pay |
Board | For | AGAINST 5 funds |
Split 1 FOR, 1 AGAINST |
| PARK AEROSPACE CORP. | July 18, 2024 | Election of Directors: Dale Blanchfield Director Elections |
Board | For | FOR 2 funds |
Split 2 FOR, 1 AGAINST |
| PARK AEROSPACE CORP. | July 18, 2024 | Election of Directors: Steven T. Warshaw Director Elections |
Board | For | FOR 2 funds |
Split 2 FOR, 1 AGAINST |
| PARK-OHIO HOLDINGS CORP. | May 15, 2025 | Election of Directors: John D. Grampa Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 2 WITHHOLD |
| PARK-OHIO HOLDINGS CORP. | May 15, 2025 | Election of Directors: Steven H. Rosen Director Elections |
Board | For | WITHHOLD 2 funds |
Split 1 FOR, 2 WITHHOLD |
| PARK-OHIO HOLDINGS CORP. | May 15, 2025 | To approve the Amendment and Restatement of the Park-Ohio Holdings Corp. 2021 Equity and Incentive Compensation Plan, the terms of which are described in the accompanying Proxy Statement. Compensation |
Board | For | FOR 2 funds |
Split 1 FOR, 2 AGAINST |
| PATTERSON- | June 5, 2025 | Approval, on an advisory basis, of Patterson-UTI's compensation of its named executive officers. Say-on-Pay |
Board | Not determined | AGAINST 10 funds |
Split 3 FOR, 1 AGAINST |
| PAYCHEX INC. | October 10, 2024 | Election of Directors: Pamela A. Joseph Director Elections |
Board | For | FOR 15 funds |
Split 7 FOR, 2 AGAINST |
| PAYCOM SOFTWARE INC. | May 5, 2025 | Election of Class III Directors: Chad Richison Director Elections |
Board | For | FOR 15 funds |
Split 1 FOR, 2 AGAINST |
| PAYPAL HOLDINGS INC. | June 5, 2025 | Approval of the PayPal Holdings, Inc. 2015 Equity Incentive Award Plan, as Amended and Restated. Compensation |
Board | For | FOR 14 funds |
Split 3 FOR, 5 AGAINST |
| PBF ENERGY INC. | April 29, 2025 | An advisory vote on the 2024 compensation of the named executive officers. Say-on-Pay |
Board | For | FOR 9 funds |
Split 3 FOR, 2 AGAINST |
| PBF ENERGY INC. | April 29, 2025 | Election of Directors: Spencer Abraham Director Elections |
Board | For | FOR 8 funds |
Split 3 FOR, 2 AGAINST |
| PEAPACK-GLADSTONE FINANCIAL CORP. | April 29, 2025 | To approve on a non-binding basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
Split 3 FOR, 2 AGAINST |
| PEGASYSTEMS INC. | June 17, 2025 | To approve the amended and restated Pegasystems Inc. 2004 Long-Term Incentive Plan. Compensation |
Board | For | AGAINST 7 funds |
Split 1 FOR, 5 AGAINST |
| PELOTON INTERACTIVE INC. | December 3, 2024 | Approval, on a non-binding advisory basis, of the compensation of our named executive officers as disclosed in the Proxy Statement. Say-on-Pay |
Board | For | AGAINST 8 funds |
Split 3 FOR, 1 AGAINST |
| PENNANT GROUP INC. | May 16, 2025 | Approval of Amended and Restated Pennant Group, Inc. 2019 Omnibus Incentive Plan. Compensation |
Board | For | FOR 4 funds |
Split 3 FOR, 1 AGAINST |
| PENNYMAC FINANCIAL SERVICES INC. | June 18, 2025 | To approve, by non-binding vote, our executive compensation. Say-on-Pay |
Board | For | FOR 10 funds |
Split 2 FOR, 2 AGAINST |
| PENSKE AUTOMOTIVE GROUP INC. | May 14, 2025 | Election of Directors: Greg Smith Director Elections |
Board | For | FOR 12 funds |
Split 2 FOR, 2 WITHHOLD |
| PENSKE AUTOMOTIVE GROUP INC. | May 14, 2025 | Election of Directors: H. Brian Thompson Director Elections |
Board | For | FOR 12 funds |
Split 3 FOR, 1 WITHHOLD |
| PENSKE AUTOMOTIVE GROUP INC. | May 14, 2025 | Election of Directors: Kimberly McWaters Director Elections |
Board | For | WITHHOLD 12 funds |
Split 2 FOR, 2 WITHHOLD |
| PEPSICO INC. | May 7, 2025 | Advisory approval of the Company's executive compensation. Say-on-Pay |
Board | For | FOR 16 funds |
Split 14 FOR, 2 AGAINST |
| PEPSICO INC. | May 7, 2025 | Election of Directors: Cesar Conde Director Elections |
Board | For | FOR 14 funds |
Split 12 FOR, 1 AGAINST |
| PEPSICO INC. | May 7, 2025 | Election of Directors: Darren Walker Director Elections |
Board | For | FOR 14 funds |
Split 11 FOR, 2 AGAINST |
| PEPSICO INC. | May 7, 2025 | Election of Directors: Robert C. Pohlad Director Elections |
Board | For | FOR 14 funds |
Split 12 FOR, 1 AGAINST |
| PEPSICO INC. | May 7, 2025 | Ratification of appointment of KPMG LLP as our independent registered public accounting firm for fiscal year 2025. Audit-related |
Board | For | FOR 14 funds |
Split 14 FOR, 1 AGAINST |
| PERFORMANCE FOOD GROUP CO. | November 20, 2024 | To approve the PFG 2024 Omnibus Incentive Plan. Compensation |
Board | For | FOR 13 funds |
Split 6 FOR, 1 AGAINST |
| PERMIAN RESOURCES CORP. | May 21, 2025 | To approve, by a non-binding advisory vote, the Company's named executive officer compensation. Say-on-Pay |
Board | For | FOR 15 funds |
Split 9 FOR, 2 AGAINST |
| PETIQ INC. | October 22, 2024 | To approve, on a non-binding, advisory basis, the compensation that will or may become payable by PetIQ, Inc. to its named executive officers in connection with the merger agreement. Say-on-Pay |
Board | For | AGAINST 5 funds |
Split 1 FOR, 3 AGAINST |
| PFIZER INC. | April 24, 2025 | 2025 advisory approval of executive compensation Say-on-Pay |
Board | For | AGAINST 16 funds |
Split 3 FOR, 8 AGAINST |
| PFIZER INC. | April 24, 2025 | Ratify the selection of KPMG LLP as independent registered public accounting firm for 2025 Audit-related |
Board | For | FOR 14 funds |
Split 1 FOR, 1 AGAINST |
| PHILIP MORRIS INTERNATIONAL INC. | May 7, 2025 | Advisory Vote Approving Executive Compensation Say-on-Pay |
Board | For | FOR 17 funds |
Split 7 FOR, 1 AGAINST |
| PHILIP MORRIS INTERNATIONAL INC. | May 7, 2025 | Election of Directors: Kalpana Morparia Director Elections |
Board | For | FOR 14 funds |
Split 6 FOR, 1 AGAINST |
| PIEDMONT OFFICE REALTY TRUST INC. | May 15, 2025 | Election of Directors: Barbara B. Lang Director Elections |
Board | For | FOR 10 funds |
Split 3 FOR, 1 AGAINST |
| PIEDMONT OFFICE REALTY TRUST INC. | May 15, 2025 | Election of Directors: Kelly H. Barrett Director Elections |
Board | For | FOR 10 funds |
Split 3 FOR, 1 AGAINST |
| PILGRIM'S PRIDE CORP. | April 30, 2025 | Advisory vote to approve executive compensation. Say-on-Pay |
Board | For | FOR 14 funds |
Split 2 FOR, 3 AGAINST |
| PILGRIM'S PRIDE CORP. | April 30, 2025 | Approve the Amended and Restated Pilgrim's Pride Corporation 2019 Long Term Incentive Plan. Compensation |
Board | For | FOR 13 funds |
Split 4 FOR, 1 AGAINST |
| May 22, 2025 | Approve, on a non-binding advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 13 funds |
Split 7 FOR, 2 AGAINST |
|
| PIONEER BANCORP INC. | May 20, 2025 | Approval of a non-binding advisory resolution regarding the compensation of Pioneer Bancorp, Inc.'s named executive officers. Say-on-Pay |
Board | For | AGAINST 3 funds |
Split 1 FOR, 2 AGAINST |
| PIPER SANDLER COMPANIES | May 22, 2025 | Election of Directors: Victoria M. Holt Director Elections |
Board | For | FOR 7 funds |
Split 2 FOR, 2 AGAINST |
| PITNEY BOWES INC. | May 13, 2025 | Approval of the Amended Pitney Bowes Inc. 2024 Stock Plan. Compensation |
Board | For | FOR 8 funds |
Split 1 FOR, 1 AGAINST |
| PJT PARTNERS INC. | June 18, 2025 | To elect the two nominees for Class I directors listed below, each to serve for a three-year term expiring at the 2028 annual meeting of shareholders (Proposal 1): Paul J. Taubman Director Elections |
Board | For | FOR 7 funds |
Split 1 FOR, 2 WITHHOLD |
| PLANET FITNESS INC. | May 6, 2025 | Approval of the Planet Fitness, Inc. 2025 Omnibus Incentive Plan. Compensation |
Board | For | FOR 12 funds |
Split 1 FOR, 4 AGAINST |
| PLAYAGS INC. | August 6, 2024 | To approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to PlayAGS's named executive officers that is based on or otherwise relates to the Merger Agreement and the transactions contemplated by the Merger Agreement. Say-on-Pay |
Board | For | AGAINST 4 funds |
Split 1 FOR, 2 AGAINST |
| PLIANT THERAPEUTICS INC. | June 5, 2025 | To approve, by non-binding advisory vote, the resolution approving Named Executive Officer compensation. Say-on-Pay |
Board | For | AGAINST 3 funds |
Split 1 FOR, 3 AGAINST |
| PONCE FINANCIAL GROUP INC. | June 12, 2025 | Approval, on an advisory and non-binding basis, of the compensation of the named executive officers. Say-on-Pay |
Board | For | AGAINST 3 funds |
Split 1 FOR, 2 AGAINST |
| POOL CORP. | April 30, 2025 | Election of Directors: David G. Whalen Director Elections |
Board | For | FOR 14 funds |
Split 7 FOR, 1 AGAINST |
| POOL CORP. | April 30, 2025 | Election of Directors: John E. Stokely Director Elections |
Board | For | FOR 14 funds |
Split 7 FOR, 1 AGAINST |
| PORCH GROUP INC. | June 11, 2025 | To approve of, on an advisory (non-binding) basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 3 funds |
Split 1 FOR, 2 AGAINST |
| POST HOLDINGS INC. | January 30, 2025 | Election of Directors: David P. Skarie Director Elections |
Board | For | FOR 12 funds |
Split 3 FOR, 2 AGAINST |
| POST HOLDINGS INC. | January 30, 2025 | Election of Directors: David W. Kemper Director Elections |
Board | For | FOR 12 funds |
Split 4 FOR, 1 AGAINST |
| POST HOLDINGS INC. | January 30, 2025 | Election of Directors: Gregory L. Curl Director Elections |
Board | For | FOR 12 funds |
Split 3 FOR, 2 AGAINST |
| POTLATCHDELTIC CORP. | May 5, 2025 | Election of Directors: Michael J. Covey Director Elections |
Board | For | FOR 8 funds |
Split 2 FOR, 2 AGAINST |
| POWERFLEET INC. | September 17, 2024 | Approval of an amendment to the Company's 2018 Incentive Plan, as amended, to increase the number of shares of common stock available for issuance thereunder. Compensation |
Board | For | FOR 2 funds |
Split 1 FOR, 1 AGAINST |
| POWERFLEET INC. | September 17, 2024 | Approval, on an advisory basis, of the Company's executive compensation. Say-on-Pay |
Board | For | AGAINST 3 funds |
Split 1 FOR, 1 AGAINST |
| PPG INDUSTRIES INC. | April 17, 2025 | Election of Directors: Gary R. Heminger Director Elections |
Board | For | FOR 14 funds |
Split 10 FOR, 1 AGAINST |
| PPL CORP. | May 16, 2025 | Advisory vote to approve compensation of named executive officers Say-on-Pay |
Board | For | FOR 15 funds |
Split 4 FOR, 2 AGAINST |
| PREFORMED LINE PRODUCTS CO. | May 13, 2025 | To approve the 2025 Incentive Plan Compensation |
Board | For | FOR 5 funds |
Split 1 FOR, 2 AGAINST |
| PREMIER INC. | December 6, 2024 | Approval, on an advisory basis, of the compensation of our Named Executive Officers as disclosed in the proxy statement for the Annual Meeting. Say-on-Pay |
Board | For | AGAINST 9 funds |
Split 1 FOR, 2 AGAINST |
| PRIMEENERGY RESOURCES CORP. | June 5, 2025 | Election of Directors: Charles E. Drimal, Jr. Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 1 WITHHOLD |
| PRIMEENERGY RESOURCES CORP. | June 5, 2025 | Election of Directors: Clint Hurt Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 1 WITHHOLD |
| PRIMEENERGY RESOURCES CORP. | June 5, 2025 | Election of Directors: Thomas S. T. Gimbel Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 1 WITHHOLD |
| PRIMERICA INC. | May 14, 2025 | To elect the following directors: Cynthia N. Day Director Elections |
Board | For | FOR 11 funds |
Split 4 FOR, 1 AGAINST |
| PRINCETON BANCORP INC. | April 22, 2025 | An advisory vote to approve named executive officer compensation; Say-on-Pay |
Board | For | FOR 3 funds |
Split 1 FOR, 1 AGAINST |
| PRINCIPAL FINANCIAL GROUP INC. | May 20, 2025 | Election of Directors: H. Elizabeth Mitchell Director Elections |
Board | For | FOR 13 funds |
Split 4 FOR, 2 AGAINST |
| PROCORE TECHNOLOGIES INC. | June 5, 2025 | To approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 10 funds |
Split 2 FOR, 5 AGAINST |
| PROGRESSIVE CORP. | May 9, 2025 | Election of Directors: Roger N. Farah Director Elections |
Board | For | FOR 17 funds |
Split 9 FOR, 1 AGAINST |
| PROGRESSIVE CORP. | May 9, 2025 | Ratify the appointment of PricewaterhouseCoopers LLP as our independent registered public accounting firm for 2025. Audit-related |
Board | For | FOR 17 funds |
Split 1 FOR, 1 AGAINST |
| PROGYNY INC. | May 22, 2025 | Approval, on an advisory (non-binding basis), of the compensation of the company's named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
Split 1 FOR, 4 AGAINST |
| PROGYNY INC. | May 22, 2025 | Election of Directors: Norman Payson, M.D. Director Elections |
Board | For | FOR 4 funds |
Split 1 FOR, 4 WITHHOLD |
| PROLOGIS INC. | May 8, 2025 | Advisory Vote to Approve the Company's Executive Compensation for 2024. Shareholder Rights and Defenses |
Board | For | FOR 17 funds |
Split 11 FOR, 1 AGAINST |
| PROLOGIS INC. | May 8, 2025 | Ratification of the Appointment of KPMG LLP as the Company's Independent Registered Public Accounting Firm for the Year 2025. Audit-related |
Board | For | FOR 15 funds |
Split 11 FOR, 1 AGAINST |
| PROTAGONIST THERAPEUTICS INC. | June 20, 2025 | To approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 6 funds |
Split 3 FOR, 1 AGAINST |
| PROVIDENT FINANCIAL SERVICES INC. | April 24, 2025 | The approval (non-binding) of executive compensation. Say-on-Pay |
Board | For | FOR 10 funds |
Split 1 FOR, 2 AGAINST |
| PTC INC. | February 12, 2025 | Advisory vote to approve the compensation of our named executive officers (say-on-pay). Say-on-Pay |
Board | For | FOR 16 funds |
Split 7 FOR, 1 AGAINST |
| PUBLIC STORAGE | May 7, 2025 | Advisory vote to approve the compensation of the Company's Named Executive Officers. Say-on-Pay |
Board | For | FOR 20 funds |
Split 7 FOR, 3 AGAINST |
| PUBLIC STORAGE | May 7, 2025 | Approval of the Amendment and Restatement of the Public Storage 2021 Equity and Performance-Based Incentive Compensation Plan. Compensation |
Board | For | FOR 18 funds |
Split 7 FOR, 3 AGAINST |
| PUBLIC STORAGE | May 7, 2025 | Election of Trustees: Kristy M. Pipes Director Elections |
Board | For | FOR 18 funds |
Split 9 FOR, 1 AGAINST |
| PUBMATIC INC. | May 30, 2025 | To approve, on a non-binding advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
Split 3 FOR, 2 AGAINST |
| PULMONX CORP. | May 22, 2025 | To conduct a non-binding advisory vote to approve our executive compensation. Say-on-Pay |
Board | For | AGAINST 5 funds |
Split 2 FOR, 1 AGAINST |
| PULTEGROUP INC. | April 30, 2025 | Election of Directors: Thomas J. Folliard Director Elections |
Board | For | FOR 13 funds |
Split 5 FOR, 2 AGAINST |
| PUMA BIOTECHNOLOGY INC. | June 11, 2025 | Advisory (non-binding) vote to approve the compensation of Puma Biotechnology, Inc.'s named executive officers as described in the proxy statement. Say-on-Pay |
Board | For | FOR 3 funds |
Split 1 FOR, 1 AGAINST |
| PURE STORAGE INC. | June 11, 2025 | An advisory vote on our named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 13 funds |
Split 4 FOR, 2 AGAINST |
| PURPLE INNOVATION INC. | June 10, 2025 | Approve, on an advisory basis, the compensation of the Company's Named Executive Officers as set forth in our Proxy Statement. Say-on-Pay |
Board | For | FOR 3 funds |
Split 1 FOR, 2 AGAINST |
| PURPLE INNOVATION INC. | June 10, 2025 | Election of Directors: Adam L. Gray Director Elections |
Board | For | FOR 2 funds |
Split 2 FOR, 1 AGAINST |
| PURPLE INNOVATION INC. | June 10, 2025 | Election of Directors: D. Scott Peterson Director Elections |
Board | For | FOR 2 funds |
Split 2 FOR, 1 AGAINST |
| PURPLE INNOVATION INC. | June 10, 2025 | Election of Directors: Gary T. DiCamillo Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 2 AGAINST |
| QORVO INC. | August 13, 2024 | ELECTION OF DIRECTORS: Judy Bruner Director Elections |
Board | For | FOR 14 funds |
Split 5 FOR, 1 AGAINST |
| QORVO INC. | August 13, 2024 | ELECTION OF DIRECTORS: Robert A. Bruggeworth Director Elections |
Board | For | FOR 14 funds |
Split 5 FOR, 1 AGAINST |
| QORVO INC. | August 13, 2024 | ELECTION OF DIRECTORS: Roderick D. Nelson Director Elections |
Board | For | FOR 14 funds |
Split 5 FOR, 1 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.