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 |
|---|---|---|---|---|---|---|
| QUALCOMM INC. | March 18, 2025 | Approval of the Amended and Restated QUALCOMM Incorporated 2023 Long-Term Incentive Plan, including an increase in the share reserve by 22,950,000 shares. Environment or Climate |
Board | For | FOR 14 funds |
Split 14 FOR, 3 AGAINST |
| QUALCOMM INC. | March 18, 2025 | Approval, on an advisory basis, of the compensation of our named executive officers. Human Rights or Human Capital/workforce |
Board | For | FOR 16 funds |
Split 17 FOR, 1 AGAINST |
| QUALCOMM INC. | March 18, 2025 | Ratification of the selection of PricewaterhouseCoopers LLP as our independent public accountants for our fiscal year ending September 28, 2025. Audit-related |
Board | For | FOR 14 funds |
Split 16 FOR, 1 AGAINST |
| QUANTA SERVICES INC. | May 22, 2025 | Election of ten directors nominated by Quanta's Board of Directors: Doyle N. Beneby Director Elections |
Board | For | FOR 15 funds |
Split 9 FOR, 2 AGAINST |
| QUEST DIAGNOSTICS INC. | May 15, 2025 | An advisory resolution to approve the executive officer compensation disclosed in the Company's 2025 proxy statement Shareholder Rights and Defenses |
Board | For | FOR 14 funds |
Split 10 FOR, 2 AGAINST |
| QUEST DIAGNOSTICS INC. | May 15, 2025 | Election of Directors: Vicky B. Gregg Director Elections |
Board | For | FOR 13 funds |
Split 10 FOR, 2 AGAINST |
| QUINSTREET INC. | October 31, 2024 | Election of Directors: Andrew Sheehan Director Elections |
Board | For | FOR 4 funds |
Split 2 FOR, 3 WITHHOLD |
| QVC GROUP INC. | May 12, 2025 | The say-on-pay proposal, to approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 7 funds |
Split 1 FOR, 2 AGAINST |
| R1 RCM INC. | November 14, 2024 | To approve, on an advisory and non-binding basis, certain compensation arrangements for the Company's named executive officers in connection with the Merger. Say-on-Pay |
Board | For | AGAINST 10 funds |
Split 2 FOR, 2 AGAINST |
| RADIANT LOGISTICS INC. | November 15, 2024 | Election of Directors: Kristin E. Toth Director Elections |
Board | For | FOR 2 funds |
Split 2 FOR, 2 AGAINST |
| RADIANT LOGISTICS INC. | November 15, 2024 | Election of Directors: Michael Gould Director Elections |
Board | For | FOR 2 funds |
Split 2 FOR, 2 AGAINST |
| RADIANT LOGISTICS INC. | November 15, 2024 | Election of Directors: Richard P. Palmieri Director Elections |
Board | For | AGAINST 2 funds |
Split 1 FOR, 3 AGAINST |
| RADNET INC. | June 10, 2025 | An advisory vote to approve the compensation of the Company's Named Executive Officers. Say-on-Pay |
Board | For | FOR 8 funds |
Split 2 FOR, 2 AGAINST |
| RALPH LAUREN CORP. | August 1, 2024 | Approval, on an advisory basis, of the compensation of our named executive officers and our compensation philosophy, policies and practices as described in the accompanying Proxy Statement. Say-on-Pay |
Board | For | FOR 14 funds |
Split 4 FOR, 2 AGAINST |
| RAMBUS INC. | April 24, 2025 | Election of Directors: Emiko Higashi Director Elections |
Board | For | FOR 8 funds |
Split 6 FOR, 2 AGAINST |
| RAMBUS INC. | April 24, 2025 | Election of Directors: Eric Stang Director Elections |
Board | For | FOR 8 funds |
Split 6 FOR, 2 AGAINST |
| RAMBUS INC. | April 24, 2025 | Election of Directors: Steven Laub Director Elections |
Board | For | FOR 8 funds |
Split 6 FOR, 2 AGAINST |
| RANGER ENERGY SERVICES INC. | May 9, 2025 | To elect Class I Directors to hold office until the 2028 Annual Meeting: Krishna Shivram Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 1 WITHHOLD |
| RANGER ENERGY SERVICES INC. | May 9, 2025 | To elect Class I Directors to hold office until the 2028 Annual Meeting: Michael C. Kearney Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 1 WITHHOLD |
| RAPT THERAPEUTICS INC. | May 29, 2025 | To elect one Class III director to hold office until RAPT Therapeutics, Inc.'s 2028 annual meeting of stockholders or until his successor has been duly elected and qualified: Dr. Michael F. Giordano Director Elections |
Board | For | WITHHOLD 2 funds |
Split 1 FOR, 2 WITHHOLD |
| RAYMOND JAMES FINANCIAL INC. | February 20, 2025 | ELECTION OF DIRECTORS: Art A. Garcia Director Elections |
Board | For | FOR 13 funds |
Split 5 FOR, 2 AGAINST |
| RBC BEARINGS INC. | September 5, 2024 | To consider a resolution regarding the stockholder advisory vote on named executive officer compensation. Say-on-Pay |
Board | For | FOR 12 funds |
Split 3 FOR, 2 AGAINST |
| REALTY INCOME CORP. | May 13, 2025 | The approval of an amendment to the Realty Income Corporation 2021 Incentive Award Plan. Compensation |
Board | For | FOR 16 funds |
Split 6 FOR, 4 AGAINST |
| REALTY INCOME CORP. | May 13, 2025 | The ratification of the appointment of KPMG LLP as our independent registered public accounting firm for the fiscal year ending December 31, 2025. Audit-related |
Board | For | FOR 16 funds |
Split 9 FOR, 1 AGAINST |
| RED RIVER BANCSHARES INC. | May 1, 2025 | Election of Directors: Don L. Thompson Director Elections |
Board | For | FOR 2 funds |
Split 2 FOR, 1 WITHHOLD |
| RED RIVER BANCSHARES INC. | May 1, 2025 | Election of Directors: H. Lindsey Torbett Director Elections |
Board | For | FOR 2 funds |
Split 2 FOR, 1 WITHHOLD |
| RED RIVER BANCSHARES INC. | May 1, 2025 | Election of Directors: Teddy R. Price Director Elections |
Board | For | WITHHOLD 2 funds |
Split 2 FOR, 1 WITHHOLD |
| RED RIVER BANCSHARES INC. | May 1, 2025 | Election of Directors: Willie P. Obey Director Elections |
Board | For | FOR 2 funds |
Split 2 FOR, 1 WITHHOLD |
| RED ROCK RESORTS INC. | June 5, 2025 | Advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 9 funds |
Split 2 FOR, 2 AGAINST |
| REGENCY CENTERS CORP. | May 7, 2025 | Approval, in an advisory vote, of the Company's executive compensation. Say-on-Pay |
Board | For | FOR 17 funds |
Split 6 FOR, 3 AGAINST |
| REGENERON PHARMACEUTICALS INC. | June 13, 2025 | Election of Directors: Bonnie L. Bassler, Ph.D. Director Elections |
Board | For | FOR 13 funds |
Split 6 FOR, 4 AGAINST |
| REGENERON PHARMACEUTICALS INC. | June 13, 2025 | Election of Directors: Michael S. Brown, M.D. Director Elections |
Board | For | FOR 13 funds |
Split 4 FOR, 6 AGAINST |
| REGENXBIO INC. | May 30, 2025 | To approve the REGENXBIO Inc. 2025 Equity Incentive Plan. Compensation |
Board | For | FOR 4 funds |
Split 1 FOR, 2 AGAINST |
| REGIONS FI | April 16, 2025 | Regions Financial Corporation 2025 Long Term Incentive Plan. Compensation |
Board | Not determined | FOR 14 funds |
Split 8 FOR, 1 AGAINST |
| REINSURANCE GROUP OF AMERICA INC. | May 21, 2025 | To approve an amended and restated Flexible Stock Plan. Compensation |
Board | For | FOR 12 funds |
Split 7 FOR, 3 AGAINST |
| RELIANCE INC. | May 21, 2025 | Election of Directors: David W. Seeger Director Elections |
Board | For | FOR 12 funds |
Split 9 FOR, 3 AGAINST |
| RELIANCE INC. | May 21, 2025 | To consider a non-binding, advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 13 funds |
Split 9 FOR, 3 AGAINST |
| RENAISSANCERE HOLDINGS LTD. | May 6, 2025 | Election of Directors: Henry Klehm III Director Elections |
Board | For | FOR 12 funds |
Split 2 FOR, 1 AGAINST |
| REPLIGEN CORP. | May 15, 2025 | Election of Directors: Martin D. Madaus, D.V.M., Ph.D. Director Elections |
Board | For | FOR 13 funds |
Split 6 FOR, 2 AGAINST |
| REPLIMUNE GROUP INC | September 4, 2024 | To approve, on a non-binding advisory basis, the compensation of Replimune Group, Inc.'s named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
Split 3 FOR, 1 AGAINST |
| REPLIMUNE GROUP INC. | September 4, 2024 | Election of Directors: Dieter Weinand Director Elections |
Board | For | FOR 4 funds |
Split 1 FOR, 3 WITHHOLD |
| REPUBLIC BANCORP INC. | April 24, 2025 | Election of Directors: Alejandro M. Sanchez Director Elections |
Board | For | FOR 5 funds |
Split 1 FOR, 3 WITHHOLD |
| REPUBLIC BANCORP INC. | April 24, 2025 | Election of Directors: Andrew Trager-Kusman Director Elections |
Board | For | FOR 5 funds |
Split 1 FOR, 3 WITHHOLD |
| REPUBLIC BANCORP INC. | April 24, 2025 | Election of Directors: David P. Feaster Director Elections |
Board | For | FOR 5 funds |
Split 1 FOR, 3 WITHHOLD |
| REPUBLIC BANCORP INC. | April 24, 2025 | Election of Directors: Ernest W. Marshall, Jr. Director Elections |
Board | For | WITHHOLD 5 funds |
Split 1 FOR, 3 WITHHOLD |
| REPUBLIC BANCORP INC. | April 24, 2025 | Election of Directors: Heather V. Howell Director Elections |
Board | For | FOR 5 funds |
Split 1 FOR, 3 WITHHOLD |
| REPUBLIC BANCORP INC. | April 24, 2025 | Election of Directors: Jennifer N. Green Director Elections |
Board | For | FOR 5 funds |
Split 1 FOR, 3 WITHHOLD |
| REPUBLIC BANCORP INC. | April 24, 2025 | Election of Directors: Logan M. Pichel Director Elections |
Board | For | FOR 5 funds |
Split 1 FOR, 3 WITHHOLD |
| REPUBLIC BANCORP INC. | April 24, 2025 | Election of Directors: Mark A. Vogt Director Elections |
Board | For | WITHHOLD 5 funds |
Split 1 FOR, 3 WITHHOLD |
| REPUBLIC BANCORP INC. | April 24, 2025 | Election of Directors: Steven E. Trager Director Elections |
Board | For | FOR 5 funds |
Split 1 FOR, 3 WITHHOLD |
| REPUBLIC BANCORP INC. | April 24, 2025 | Election of Directors: Timothy S. Huval Director Elections |
Board | For | FOR 5 funds |
Split 1 FOR, 3 WITHHOLD |
| REPUBLIC BANCORP INC. | April 24, 2025 | Election of Directors: Vidya Ravichandran Director Elections |
Board | For | FOR 5 funds |
Split 1 FOR, 3 WITHHOLD |
| REPUBLIC BANCORP INC. | April 24, 2025 | Election of Directors: W. Kennett Oyler, III Director Elections |
Board | For | FOR 5 funds |
Split 1 FOR, 3 WITHHOLD |
| REPUBLIC BANCORP INC. | April 24, 2025 | Election of Directors: W. Patrick Mulloy, II Director Elections |
Board | For | FOR 5 funds |
Split 1 FOR, 3 WITHHOLD |
| REPUBLIC BANCORP INC. | April 24, 2025 | Election of Directors: Yoania Cannon Director Elections |
Board | For | FOR 5 funds |
Split 1 FOR, 3 WITHHOLD |
| REPUBLIC S | May 19, 2025 | Advisory vote to approve our named executive officer compensation. Say-on-Pay |
Board | Not determined | FOR 16 funds |
Split 8 FOR, 3 AGAINST |
| RESIDEO TECHNOLOGIES INC. | June 4, 2025 | Advisory Vote to Approve Executive Compensation. Say-on-Pay |
Board | For | FOR 11 funds |
Split 3 FOR, 2 AGAINST |
| RESIDEO TECHNOLOGIES INC. | June 4, 2025 | Election of Directors: Brian Kushner Director Elections |
Board | For | FOR 9 funds |
Split 3 FOR, 2 AGAINST |
| RESOLUTE HOLDINGS MANAGEMENT INC. | May 28, 2025 | Election of Directors: Jane J. Thompson Director Elections |
Board | For | WITHHOLD 2 funds |
Split 1 FOR, 1 WITHHOLD |
| RETAIL OPPORTUNITY INVESTMENTS CORP. | February 7, 2025 | Proposal to approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to our principal executive officer, principal financial officer, and the three other most highly compensated executive officers that is based on or otherwise related to the company merger as more fully described in the Proxy Statement. Say-on-Pay |
Board | For | FOR 10 funds |
Split 2 FOR, 2 AGAINST |
| REV GROUP INC. | February 27, 2025 | Election of Class II Directors: Mark Skonieczny Director Elections |
Board | For | FOR 8 funds |
Split 2 FOR, 2 AGAINST |
| REVOLVE GROUP INC. | June 6, 2025 | Election of Directors: Michael Karanikolas Director Elections |
Board | For | FOR 4 funds |
Split 1 FOR, 3 WITHHOLD |
| REVOLVE GROUP INC. | June 6, 2025 | Election of Directors: Michael Mente Director Elections |
Board | For | FOR 4 funds |
Split 1 FOR, 3 WITHHOLD |
| REX AMERICAN RESOURCES CORP | June 4, 2025 | ADVISORY VOTE to approve executive compensation. Say-on-Pay |
Board | For | FOR 8 funds |
Split 2 FOR, 2 AGAINST |
| REX AMERICAN RESOURCES CORP. | June 4, 2025 | ELECTION OF DIRECTORS: Charles A. Elcan Director Elections |
Board | For | FOR 7 funds |
Split 3 FOR, 1 AGAINST |
| REX AMERICAN RESOURCES CORP. | June 4, 2025 | ELECTION OF DIRECTORS: Cheryl L. Bustos Director Elections |
Board | For | FOR 7 funds |
Split 3 FOR, 1 AGAINST |
| REX AMERICAN RESOURCES CORP. | June 4, 2025 | ELECTION OF DIRECTORS: David S. Harris Director Elections |
Board | For | FOR 7 funds |
Split 3 FOR, 1 AGAINST |
| REX AMERICAN RESOURCES CORP. | June 4, 2025 | ELECTION OF DIRECTORS: Edward M. Kress Director Elections |
Board | For | FOR 7 funds |
Split 3 FOR, 1 AGAINST |
| REX AMERICAN RESOURCES CORP. | June 4, 2025 | ELECTION OF DIRECTORS: Mervyn L. Alphonso Director Elections |
Board | For | FOR 7 funds |
Split 3 FOR, 1 AGAINST |
| REX AMERICAN RESOURCES CORP. | June 4, 2025 | ELECTION OF DIRECTORS: Stuart A. Rose Director Elections |
Board | For | FOR 7 funds |
Split 3 FOR, 1 AGAINST |
| RIBBON COMMUNICATIONS INC. | May 28, 2025 | Election of Directors: Richard W. Smith Director Elections |
Board | For | FOR 4 funds |
Split 3 FOR, 1 AGAINST |
| RIBBON COMMUNICATIONS INC. | May 28, 2025 | Election of Directors: Shaul Shani Director Elections |
Board | For | FOR 4 funds |
Split 3 FOR, 1 AGAINST |
| RIBBON COMMUNICATIONS INC. | May 28, 2025 | To approve the adoption of the Ribbon Communications Inc. 2025 Incentive Award Plan. Compensation |
Board | For | FOR 4 funds |
Split 1 FOR, 3 AGAINST |
| RIMINI STREET INC. | June 4, 2025 | Election of Class II Director: Robin Murray Director Elections |
Board | For | WITHHOLD 2 funds |
Split 1 FOR, 1 WITHHOLD |
| RITHM CAPITAL CORP. | May 22, 2025 | To approve (on a non-binding advisory basis) the compensation of the named executive officers as described in the accompanying materials. Say-on-Pay |
Board | For | FOR 12 funds |
Split 1 FOR, 1 AGAINST |
| ROBLOX | May 29, 2025 | Advisory Vote on the Compensation of our Named Executive Officers. Say-on-Pay |
Board | For | FOR 9 funds |
Split 2 FOR, 4 AGAINST |
| ROBLOX | May 29, 2025 | Approval of the Reincorporation in Nevada by Conversion. Capital Structure |
Board | For | AGAINST 8 funds |
Split 1 FOR, 5 AGAINST |
| ROCKWELL AUTOMATION INC. | February 4, 2025 | To approve, on an advisory basis, the compensation of the Corporation's named executive officers. Say-on-Pay |
Board | For | FOR 18 funds |
Split 5 FOR, 1 AGAINST |
| ROOT INC. | June 4, 2025 | To approve, on an advisory basis, our named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 3 funds |
Split 1 FOR, 1 AGAINST |
| ROSS STORES INC. | May 21, 2025 | Advisory vote to approve the resolution on the compensation of the named executive officers. Say-on-Pay |
Board | For | FOR 15 funds |
Split 9 FOR, 5 AGAINST |
| ROYAL CARIBBEAN CRUISES LTD. | May 28, 2025 | Advisory approval of the Company's compensation of its named executive officers. Say-on-Pay |
Board | For | FOR 17 funds |
Split 6 FOR, 2 AGAINST |
| ROYAL CARIBBEAN CRUISES LTD. | May 28, 2025 | Election of Directors: Arne Alexander Wilhelmsen Director Elections |
Board | For | FOR 16 funds |
Split 6 FOR, 1 AGAINST |
| ROYAL CARIBBEAN CRUISES LTD. | May 28, 2025 | Election of Directors: Eyal M. Ofer Director Elections |
Board | For | FOR 16 funds |
Split 6 FOR, 1 AGAINST |
| ROYAL CARIBBEAN CRUISES LTD. | May 28, 2025 | Election of Directors: John F. Brock Director Elections |
Board | For | FOR 16 funds |
Split 6 FOR, 1 AGAINST |
| RTX CORP. | May 1, 2025 | Advisory Vote to Approve Executive Compensation. Say-on-Pay |
Board | For | FOR 16 funds |
Split 2 FOR, 1 AGAINST |
| RTX CORP. | May 1, 2025 | Appointment of PricewaterhouseCoopers LLP to Serve as Independent Auditor for 2025. Audit-related |
Board | For | FOR 13 funds |
Split 12 FOR, 1 AGAINST |
| RTX CORP. | May 1, 2025 | Election of Directors: Robert O. Work Director Elections |
Board | For | FOR 13 funds |
Split 10 FOR, 1 AGAINST |
| RXSIGHT INC. | June 3, 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. Say-on-Pay |
Board | For | AGAINST 5 funds |
Split 2 FOR, 1 AGAINST |
| RXSIGHT INC. | June 3, 2025 | To elect three Class I directors to serve until the 2028 annual meeting of stockholders or until their successors are duly elected and qualified: Ron Kurtz, M.D. Director Elections |
Board | For | FOR 4 funds |
Split 1 FOR, 1 AGAINST |
| S&P GLOBAL INC. | May 7, 2025 | Approve, on an advisory basis, the executive compensation program for the Company's named executive officers, as described in the Proxy Statement. Say-on-Pay |
Board | For | FOR 14 funds |
Split 4 FOR, 4 AGAINST |
| SABRE CORP. | April 23, 2025 | To approve our 2025 Omnibus Incentive Compensation Plan. Compensation |
Board | For | FOR 7 funds |
Split 1 FOR, 2 AGAINST |
| SAFEHOLD INC. | May 15, 2025 | Election of Directors: Jay Nydick Director Elections |
Board | For | FOR 5 funds |
Split 1 FOR, 1 WITHHOLD |
| SAFEHOLD INC. | May 15, 2025 | Non-binding advisory vote to approve named executive officer compensation ("Say on Pay"). Say-on-Pay |
Board | For | FOR 7 funds |
Split 1 FOR, 1 AGAINST |
| SALESFORCE INC. | June 5, 2025 | Amendment and restatement of our 2013 Equity Incentive Plan to increase the number of shares reserved for issuance and extend the plan term. Compensation |
Board | For | FOR 15 funds |
Split 14 FOR, 1 AGAINST |
| SALESFORCE INC. | June 5, 2025 | Approval, on an advisory basis, of the fiscal 2025 compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 18 funds |
Split 10 FOR, 6 AGAINST |
| SALESFORCE INC. | June 5, 2025 | Election of Directors: John V. Roos Director Elections |
Board | For | AGAINST 15 funds |
Split 11 FOR, 3 AGAINST |
| SALESFORCE INC. | June 5, 2025 | Election of Directors: Maynard Webb Director Elections |
Board | For | FOR 15 funds |
Split 12 FOR, 2 AGAINST |
| SALESFORCE INC. | June 5, 2025 | Election of Directors: Neelie Kroes Director Elections |
Board | For | AGAINST 15 funds |
Split 12 FOR, 2 AGAINST |
| SALESFORCE INC. | June 5, 2025 | Election of Directors: Oscar Munoz Director Elections |
Board | For | AGAINST 15 funds |
Split 13 FOR, 1 AGAINST |
| SALESFORCE INC. | June 5, 2025 | Ratification of the appointment of Ernst & Young LLP as our independent registered public accounting firm for the fiscal year ending January 31, 2026. Audit-related |
Board | For | FOR 15 funds |
Split 14 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.