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 |
|---|---|---|---|---|---|---|
| STITCH FIX INC. | December 12, 2024 | Election of Directors: Sharon McCollam Director Elections |
Board | For | WITHHOLD 7 funds |
Split 1 FOR, 1 WITHHOLD |
| STONEX GROUP INC. | March 5, 2025 | To approve an amendment to the 2022 Omnibus Incentive Compensation Plan to increase the total number of shares authorized for issuance under the Plan. Compensation |
Board | For | FOR 8 funds |
Split 4 FOR, 1 AGAINST |
| STONEX GROUP INC. | March 5, 2025 | To approve the advisory (non-binding) resolution relating to executive compensation. Say-on-Pay |
Board | For | FOR 10 funds |
Split 2 FOR, 3 AGAINST |
| SUMMIT THERAPEUTICS INC. | June 12, 2025 | Approval, by a non-binding advisory vote, of the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 9 funds |
Split 1 FOR, 4 AGAINST |
| SUMMIT THERAPEUTICS INC. | June 12, 2025 | ELECTION OF DIRECTORS: Mahkam Zanganeh Director Elections |
Board | For | FOR 8 funds |
Split 1 FOR, 4 AGAINST |
| SUMMIT THERAPEUTICS INC. | June 12, 2025 | ELECTION OF DIRECTORS: Robert W. Duggan Director Elections |
Board | For | FOR 8 funds |
Split 1 FOR, 4 AGAINST |
| SUN COUNTRY AIRLINES HOLDINGS INC. | June 11, 2025 | To re-elect Class I directors, in each case, for a term of three years expiring at the annual meeting of stockholders of the Company to be held in 2028: Thomas C. Kennedy Director Elections |
Board | For | FOR 7 funds |
Split 2 FOR, 1 WITHHOLD |
| SUNRUN INC. | June 11, 2025 | Approval of Sunrun's Amended and Restated 2015 Equity Incentive Plan. Compensation |
Board | For | FOR 5 funds |
Split 3 FOR, 1 AGAINST |
| SUPER MICRO COMPUTER INC. | June 4, 2025 | To approve the further amendment and restatement of the Super Micro Computer, Inc. 2020 Equity and Incentive Compensation Plan. Compensation |
Board | For | FOR 13 funds |
Split 2 FOR, 4 AGAINST |
| SUPER MICRO COMPUTER INC. | June 4, 2025 | To approve, on a non-binding advisory basis, the compensation of the named executive officers as disclosed in the proxy statement. Say-on-Pay |
Board | For | FOR 14 funds |
Split 2 FOR, 4 AGAINST |
| SURGERY PARTNERS INC. | June 6, 2025 | Approval of the Surgery Partners, Inc. 2025 Omnibus Incentive Plan. Compensation |
Board | For | FOR 7 funds |
Split 2 FOR, 3 AGAINST |
| SURGERY PARTNERS INC. | June 6, 2025 | Approval, on an advisory basis, of the compensation paid by the Company to its named executive officers. Say-on-Pay |
Board | For | FOR 8 funds |
Split 2 FOR, 3 AGAINST |
| SURGERY PARTNERS INC. | June 6, 2025 | Election of Class I Directors: John A. Deane Director Elections |
Board | For | FOR 7 funds |
Split 2 FOR, 3 WITHHOLD |
| SURGERY PARTNERS INC. | June 6, 2025 | Election of Class I Directors: Teresa DeLuca, M.D. Director Elections |
Board | For | FOR 7 funds |
Split 2 FOR, 3 WITHHOLD |
| SURGERY PARTNERS INC. | June 6, 2025 | Election of Class I Directors: Wayne S. DeVeydt Director Elections |
Board | For | FOR 7 funds |
Split 1 FOR, 4 WITHHOLD |
| SURMODICS INC. | August 13, 2024 | Approve, in a non-binding advisory vote, certain compensation that may be paid or become payable to our named executive officers in connection with the merger. Say-on-Pay |
Board | For | AGAINST 5 funds |
Split 2 FOR, 2 AGAINST |
| SURMODICS INC. | February 6, 2025 | Approve, in a non-binding advisory vote, the Company's executive compensation. Say-on-Pay |
Board | For | FOR 5 funds |
Split 2 FOR, 2 AGAINST |
| SUTRO BIOPHARMA INC. | June 6, 2025 | To approve, on a non-binding, advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 2 funds |
Split 1 FOR, 2 AGAINST |
| SYNAPTICS INC. | October 29, 2024 | Election of Directors: James L. Whims Director Elections |
Board | For | FOR 7 funds |
Split 2 FOR, 2 AGAINST |
| SYNAPTICS INC. | October 29, 2024 | Election of Directors: Jeffrey D. Buchanan Director Elections |
Board | For | FOR 7 funds |
Split 2 FOR, 2 AGAINST |
| SYNAPTICS INC. | October 29, 2024 | Election of Directors: Keith B. Geeslin Director Elections |
Board | For | FOR 7 funds |
Split 2 FOR, 2 AGAINST |
| SYNAPTICS INC. | October 29, 2024 | Proposal to approve the Company's amended and restated 2019 Equity and Incentive Compensation Plan. Compensation |
Board | For | FOR 7 funds |
Split 2 FOR, 2 AGAINST |
| SYNDAX PHARMACEUTICALS INC. | May 14, 2025 | Election of Directors: Dennis G. Podlesak Director Elections |
Board | For | FOR 4 funds |
Split 1 FOR, 1 WITHHOLD |
| SYNOPSYS INC. | April 10, 2025 | To approve our 2006 Employee Equity Incentive Plan, as amended. Compensation |
Board | For | FOR 13 funds |
Split 11 FOR, 1 AGAINST |
| SYNOVUS FINANCIAL CORP. | April 24, 2025 | To elect the following 11 nominees as directors: Diana M. Murphy Director Elections |
Board | For | FOR 12 funds |
Split 5 FOR, 3 AGAINST |
| T. ROWE PRICE GROUP INC. | May 8, 2025 | Election of Directors: William P. Donnelly Director Elections |
Board | For | FOR 14 funds |
Split 7 FOR, 2 AGAINST |
| TAPESTRY INC. | November 14, 2024 | To elect eleven Directors of Tapestry, Inc.: John P. Bilbrey Director Elections |
Board | For | FOR 15 funds |
Split 4 FOR, 2 AGAINST |
| TARGA RESO | May 20, 2025 | To approve, on an advisory basis, the compensation of the Company's named executive officers for the fiscal year ended December 31, 2024. Say-on-Pay |
Board | Not determined | FOR 14 funds |
Split 8 FOR, 2 AGAINST |
| TARGET CORP. | June 11, 2025 | Election of Directors: Christine A. Leahy Director Elections |
Board | For | FOR 13 funds |
Split 8 FOR, 1 AGAINST |
| TARGET CORP. | June 11, 2025 | Election of Directors: Derica W. Rice Director Elections |
Board | For | FOR 13 funds |
Split 8 FOR, 1 AGAINST |
| TARGET CORP. | June 11, 2025 | Election of Directors: Dmitri L. Stockton Director Elections |
Board | For | FOR 13 funds |
Split 8 FOR, 1 AGAINST |
| TAYLOR MORRISON HOME CORP. | May 22, 2025 | Election of Directors: Denise F. Warren Director Elections |
Board | For | FOR 11 funds |
Split 5 FOR, 2 AGAINST |
| TD SYNNEX CORP. | April 2, 2025 | An advisory vote to approve our Executive Compensation Say-on-Pay |
Board | For | FOR 15 funds |
Split 6 FOR, 2 AGAINST |
| TD SYNNEX CORP. | April 2, 2025 | Election of Directors: Merline Saintil Director Elections |
Board | For | FOR 12 funds |
Split 7 FOR, 1 WITHHOLD |
| TD SYNNEX CORP. | April 2, 2025 | Election of Directors: Ting Herh Director Elections |
Board | For | FOR 12 funds |
Split 6 FOR, 2 WITHHOLD |
| TE CONNECTIVITY PLC | March 12, 2025 | An advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | FOR 14 funds |
Split 4 FOR, 3 AGAINST |
| TECHNIPFMC PLC | April 25, 2025 | Prospective Directors' Remuneration Policy: To approve the Company's prospective directors' remuneration policy for the three years ending December 31, 2027, in the form presented in the Company's directors' remuneration report for the year ended December 31, 2024 of the Company's U.K. Annual Report and Accounts, such policy to take effect immediately after the conclusion of the 2025 Annual General Meeting of Shareholders Say-on-Pay |
Board | For | AGAINST 15 funds |
Split 7 FOR, 2 AGAINST |
| TEJON RANCH CO. | May 13, 2025 | Advisory vote to approve named executive officer compensation. Shareholder Rights and Defenses |
Board | Contested | AGAINST 5 funds |
Split 1 FOR, 2 AGAINST |
| TELADOC HEALTH INC. | May 22, 2025 | Approve, on an advisory basis, the compensation of Teladoc Health's named executive officers. Say-on-Pay |
Board | For | FOR 9 funds |
Split 2 FOR, 3 AGAINST |
| TELEPHONE & DATA SYSTEMS INC. | May 22, 2025 | Advisory vote to approve executive compensation Say-on-Pay |
Board | For | FOR 9 funds |
Split 3 FOR, 2 AGAINST |
| TELOS CORP. | May 8, 2025 | ADVISORY VOTE ON EXECUTIVE COMPENSATION: To approve, on an advisory basis, the compensation of the Company's named executive officers or "say-on-pay". Say-on-Pay |
Board | For | FOR 5 funds |
Split 1 FOR, 2 AGAINST |
| TELOS CORP. | May 8, 2025 | AMENDMENT TO THE AMENDED AND RESTATED 2016 OMNIBUS LONG-TERM INCENTIVE PLAN: To approve Amendment No. 1 to the Amended and Restated 2016 Omnibus Long-Term Incentive Plan of the Company, substantially in the form attached hereto as Exhibit A (the "Plan Amendment"). Compensation |
Board | For | FOR 4 funds |
Split 2 FOR, 1 AGAINST |
| TENET HEALTHCARE CORP. | May 22, 2025 | To approve, on an advisory basis, the Company's executive compensation. Say-on-Pay |
Board | For | FOR 14 funds |
Split 4 FOR, 3 AGAINST |
| TERADYNE | May 9, 2025 | To approve, on a non-binding, advisory basis, the 2024 compensation of the Company's named executive officers. Say-on-Pay |
Board | Not determined | FOR 15 funds |
Split 7 FOR, 2 AGAINST |
| TERAWULF INC. | May 5, 2025 | The approval of an amendment to the 2021 Omnibus Incentive Compensation Plan to increase the number of available shares thereunder. Compensation |
Board | For | FOR 4 funds |
Split 1 FOR, 2 AGAINST |
| TERAWULF INC. | May 5, 2025 | The approval, on a non-binding, advisory basis, of the compensation of our named executive officers ("Say-on-Pay"). Say-on-Pay |
Board | For | AGAINST 5 funds |
Split 1 FOR, 2 AGAINST |
| TERRENO REALTY CORP. | May 6, 2025 | Election of Directors: Douglas M. Pasquale Director Elections |
Board | For | FOR 12 funds |
Split 4 FOR, 2 AGAINST |
| TERRENO REALTY CORP. | May 6, 2025 | Election of Directors: LeRoy E. Carlson Director Elections |
Board | For | FOR 12 funds |
Split 3 FOR, 3 AGAINST |
| TEXAS INSTRUMENTS INC. | April 17, 2025 | Election of Directors: Reginald DesRoches Director Elections |
Board | For | FOR 15 funds |
Split 10 FOR, 2 AGAINST |
| TEXTRON INC. | April 23, 2025 | Approval of the advisory (non-binding) resolution to approve executive compensation. Say-on-Pay |
Board | For | FOR 15 funds |
Split 7 FOR, 1 AGAINST |
| TG THERAPEUTICS INC. | June 12, 2025 | An advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 6 funds |
Split 1 FOR, 1 AGAINST |
| THE TIMKEN COMPANY | May 2, 2025 | Approval, on an advisory basis, of our named executive officer compensation. Say-on-Pay |
Board | For | FOR 13 funds |
Split 5 FOR, 2 AGAINST |
| THE TRADE DESK, INC. | November 14, 2024 | The approval of the reincorporation of The Trade Desk, Inc. from the State of Delaware to the State of Nevada by conversion. Capital Structure |
Board | For | AGAINST 11 funds |
Split 4 FOR, 6 AGAINST |
| THE TRADE DESK, INC. | May 27, 2025 | The approval of The Trade Desk, Inc. 2025 Incentive Award Plan, which is an amendment and restatement of our 2016 Incentive Award Plan. Compensation |
Board | For | AGAINST 11 funds |
Split 1 FOR, 8 AGAINST |
| THE TRADE DESK, INC. | May 27, 2025 | The approval, on a non-binding, advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 14 funds |
Split 5 FOR, 4 AGAINST |
| THE TRAVELERS COMPANIES, INC. | May 21, 2025 | Amendment to The Travelers Companies, Inc. 2023 Stock Incentive Plan. Compensation |
Board | For | FOR 12 funds |
Split 11 FOR, 1 AGAINST |
| THE WALT DISNEY COMPANY | March 20, 2025 | Consideration of an advisory vote to approve executive compensation. Say-on-Pay |
Board | For | FOR 14 funds |
Split 17 FOR, 1 AGAINST |
| THE WALT DISNEY COMPANY | March 20, 2025 | Ratification of the appointment of PricewaterhouseCoopers LLP as the Company's independent registered public accountants for fiscal 2025. Audit-related |
Board | For | FOR 12 funds |
Split 16 FOR, 1 AGAINST |
| THE WESTERN UNION COMPANY | May 15, 2025 | Advisory Vote to Approve Executive Compensation Say-on-Pay |
Board | For | AGAINST 12 funds |
Split 1 FOR, 5 AGAINST |
| THERMO FISHER SCIENTIFIC | May 21, 2025 | An advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 18 funds |
Split 2 FOR, 9 AGAINST |
| THERMO FISHER SCIENTIFIC INC. | May 21, 2025 | Election of Directors: C. Martin Harris Director Elections |
Board | For | FOR 15 funds |
Split 9 FOR, 1 AGAINST |
| THERMO FISHER SCIENTIFIC INC. | May 21, 2025 | Ratification of the Audit Committee's selection of PricewaterhouseCoopers LLP as the Company's independent auditors for 2025. Audit-related |
Board | For | FOR 15 funds |
Split 10 FOR, 1 AGAINST |
| TILLY'S INC. | June 11, 2025 | Approval of the Third Amended and Restated Tilly's 2012 Equity and Incentive Award Plan Compensation |
Board | For | FOR 1 fund |
Split 2 FOR, 1 AGAINST |
| TOAST INC. | June 13, 2025 | Election of Directors: Hilarie Koplow-McAdams Director Elections |
Board | For | FOR 12 funds |
Split 3 FOR, 3 WITHHOLD |
| TOAST INC. | June 13, 2025 | Election of Directors: Paul Bell Director Elections |
Board | For | FOR 12 funds |
Split 3 FOR, 3 WITHHOLD |
| TOLL BROTHERS INC. | March 11, 2025 | Election of Directors: Katherine M. Sandstrom Director Elections |
Board | For | FOR 12 funds |
Split 5 FOR, 1 AGAINST |
| TOPBUILD CORP. | April 28, 2025 | To approve the TopBuild Corp. Amended and Restated 2015 Long Term Stock Incentive Plan. Compensation |
Board | For | FOR 15 funds |
Split 7 FOR, 1 AGAINST |
| TOPGOLF CALLAWAY BRANDS CORP. | May 29, 2025 | Election of Directors: Adebayo O. Ogunlesi Director Elections |
Board | For | FOR 6 funds |
Split 3 FOR, 1 AGAINST |
| TPG INC. | June 5, 2025 | Election of Directors: Anilu Vazquez-Ubarri Director Elections |
Board | For | FOR 9 funds |
Split 1 FOR, 3 WITHHOLD |
| TPG INC. | June 5, 2025 | Election of Directors: David Trujillo Director Elections |
Board | For | FOR 9 funds |
Split 1 FOR, 4 WITHHOLD |
| TPG INC. | June 5, 2025 | Election of Directors: Deborah Messemer Director Elections |
Board | For | FOR 9 funds |
Split 1 FOR, 3 WITHHOLD |
| TPG INC. | June 5, 2025 | Election of Directors: Gunther Bright Director Elections |
Board | For | FOR 9 funds |
Split 1 FOR, 3 WITHHOLD |
| TPG INC. | June 5, 2025 | Election of Directors: James Coulter Director Elections |
Board | For | FOR 9 funds |
Split 1 FOR, 3 WITHHOLD |
| TPG INC. | June 5, 2025 | Election of Directors: Jon Winkelried Director Elections |
Board | For | FOR 9 funds |
Split 3 FOR, 2 WITHHOLD |
| TPG INC. | June 5, 2025 | Election of Directors: Kathy Elsesser Director Elections |
Board | For | FOR 9 funds |
Split 3 FOR, 1 WITHHOLD |
| TPG INC. | June 5, 2025 | Election of Directors: Kelvin Davis Director Elections |
Board | For | FOR 9 funds |
Split 1 FOR, 3 WITHHOLD |
| TPG INC. | June 5, 2025 | Election of Directors: Mary Cranston Director Elections |
Board | For | FOR 9 funds |
Split 1 FOR, 3 WITHHOLD |
| TPG INC. | June 5, 2025 | Election of Directors: Nehal Raj Director Elections |
Board | For | FOR 9 funds |
Split 1 FOR, 4 WITHHOLD |
| TPG INC. | June 5, 2025 | Election of Executive Committee Members: Anilu Vazquez-Ubarri Director Elections |
Board | For | FOR 9 funds |
Split 1 FOR, 3 WITHHOLD |
| TPG INC. | June 5, 2025 | Election of Executive Committee Members: David Trujillo Director Elections |
Board | For | FOR 9 funds |
Split 1 FOR, 4 WITHHOLD |
| TPG INC. | June 5, 2025 | Election of Executive Committee Members: James Coulter Director Elections |
Board | For | FOR 9 funds |
Split 1 FOR, 3 WITHHOLD |
| TPG INC. | June 5, 2025 | Election of Executive Committee Members: Jon Winkelried Director Elections |
Board | For | FOR 9 funds |
Split 3 FOR, 2 WITHHOLD |
| TPG INC. | June 5, 2025 | Election of Executive Committee Members: Kelvin Davis Director Elections |
Board | For | FOR 9 funds |
Split 1 FOR, 3 WITHHOLD |
| TPG INC. | June 5, 2025 | Election of Executive Committee Members: Nehal Raj Director Elections |
Board | For | FOR 9 funds |
Split 1 FOR, 4 WITHHOLD |
| TRADEWEB MARKETS INC. | May 20, 2025 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 15 funds |
Split 4 FOR, 1 AGAINST |
| TRANSDIGM GROUP INC. | March 6, 2025 | Approval, on an advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 15 funds |
Split 5 FOR, 2 AGAINST |
| TRANSMEDICS GROUP INC. | May 22, 2025 | Election of Directors: Edward M. Basile Director Elections |
Board | For | FOR 4 funds |
Split 3 FOR, 1 AGAINST |
| TREDEGAR CORP. | May 8, 2025 | Non-Binding Advisory Vote to Approve Named Executive Officer Compensation Say-on-Pay |
Board | For | FOR 3 funds |
Split 1 FOR, 2 AGAINST |
| TREX COMPANY INC. | May 6, 2025 | Election of Directors: Kristine L. Juster Director Elections |
Board | For | FOR 12 funds |
Split 5 FOR, 3 AGAINST |
| TRIUMPH FINANCIAL INC. | April 22, 2025 | Approval of the Fourth Amendment to the Triumph Financial, Inc. 2014 Omnibus Incentive Plan. Compensation |
Board | For | FOR 4 funds |
Split 1 FOR, 2 AGAINST |
| TRIUMPH FINANCIAL INC. | April 22, 2025 | Management Proposal Regarding Advisory Approval of the Company's Executive Compensation. Say-on-Pay |
Board | For | AGAINST 5 funds |
Split 1 FOR, 2 AGAINST |
| TRONOX HOLDINGS PLC | May 7, 2025 | Election of Directors: Fawaz Al-Fawaz Director Elections |
Board | For | AGAINST 7 funds |
Split 2 FOR, 3 AGAINST |
| TRUEBLUE INC. | May 14, 2025 | Election of Directors: Paul G. Reitz Director Elections |
Board | For | FOR 6 funds |
Split 1 FOR, 2 AGAINST |
| TRUEBLUE INC. | May 14, 2025 | To approve, by advisory vote, compensation for our named executive officers. Say-on-Pay |
Board | For | FOR 7 funds |
Split 1 FOR, 2 AGAINST |
| TRUECAR INC. | May 22, 2025 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | FOR 2 funds |
Split 1 FOR, 2 AGAINST |
| TRUIST FINANCIAL CORP. | April 29, 2025 | Advisory vote to approve Truist's executive compensation program. Say-on-Pay |
Board | For | FOR 15 funds |
Split 2 FOR, 12 AGAINST |
| TRUSTCO BANK CORP NY | May 20, 2025 | Approval of a non-binding advisory resolution on the compensation of TrustCo's named executive officers as disclosed in the proxy statement. Say-on-Pay |
Board | For | FOR 5 funds |
Split 2 FOR, 2 AGAINST |
| TUTOR PERINI CORP. | May 15, 2025 | Election of Directors: Dennis D. Oklak Director Elections |
Board | For | AGAINST 7 funds |
Split 1 FOR, 3 AGAINST |
| TUTOR PERINI CORP. | May 15, 2025 | Election of Directors: Robert C. Lieber Director Elections |
Board | For | AGAINST 7 funds |
Split 1 FOR, 3 AGAINST |
| TUTOR PERINI CORP. | May 15, 2025 | Election of Directors: Shahrokh ("Rock") Shah Director Elections |
Board | For | AGAINST 7 funds |
Split 1 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.