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 |
|---|---|---|---|---|---|---|
| TYSON FOODS INC. | February 6, 2025 | Election of Directors: Barbara A. Tyson Director Elections |
Board | For | FOR 13 funds |
Split 2 FOR, 5 AGAINST |
| TYSON FOODS INC. | February 6, 2025 | Election of Directors: Cheryl S. Miller Director Elections |
Board | For | FOR 13 funds |
Split 1 FOR, 6 AGAINST |
| TYSON FOODS INC. | February 6, 2025 | Election of Directors: David J. Bronczek Director Elections |
Board | For | AGAINST 13 funds |
Split 2 FOR, 5 AGAINST |
| TYSON FOODS INC. | February 6, 2025 | Election of Directors: Jeffrey K. Schomburger Director Elections |
Board | For | FOR 13 funds |
Split 2 FOR, 5 AGAINST |
| TYSON FOODS INC. | February 6, 2025 | Election of Directors: John H. Tyson Director Elections |
Board | For | FOR 13 funds |
Split 2 FOR, 5 AGAINST |
| TYSON FOODS INC. | February 6, 2025 | Election of Directors: Kate B. Quinn Director Elections |
Board | For | FOR 13 funds |
Split 3 FOR, 4 AGAINST |
| TYSON FOODS INC. | February 6, 2025 | Election of Directors: Kevin M. McNamara Director Elections |
Board | For | FOR 13 funds |
Split 6 FOR, 1 AGAINST |
| TYSON FOODS INC. | February 6, 2025 | Election of Directors: Les R. Baledge Director Elections |
Board | For | FOR 13 funds |
Split 1 FOR, 6 AGAINST |
| TYSON FOODS INC. | February 6, 2025 | Election of Directors: Maria Claudia Borras Director Elections |
Board | For | FOR 13 funds |
Split 2 FOR, 5 AGAINST |
| TYSON FOODS INC. | February 6, 2025 | Election of Directors: Mike Beebe Director Elections |
Board | For | FOR 13 funds |
Split 3 FOR, 4 AGAINST |
| TYSON FOODS INC. | February 6, 2025 | Election of Directors: Noel White Director Elections |
Board | For | FOR 13 funds |
Split 6 FOR, 1 AGAINST |
| TYSON FOODS INC. | February 6, 2025 | To approve the amendment and restatement of the Tyson Foods, Inc. 2000 Stock Incentive Plan (the ''Stock Incentive Plan''), a copy of which is attached to the Proxy Statement as Exhibit A. Compensation |
Board | For | FOR 13 funds |
Split 6 FOR, 1 AGAINST |
| U.S. BANCORP | April 15, 2025 | An advisory vote to approve the compensation of our executives disclosed in the proxy statement. Say-on-Pay |
Board | For | FOR 15 funds |
Split 14 FOR, 1 AGAINST |
| U.S. BANCORP | April 15, 2025 | The election of each of the 14 directors named in the proxy statement: Richard P. McKenney Director Elections |
Board | For | FOR 13 funds |
Split 12 FOR, 1 AGAINST |
| UBER TECHNOLOGIES INC. | May 5, 2025 | Election of Directors: David Trujillo Director Elections |
Board | For | FOR 14 funds |
Split 9 FOR, 1 AGAINST |
| UDR INC. | May 15, 2025 | ELECTION OF DIRECTORS: Jon A. Grove Director Elections |
Board | For | FOR 17 funds |
Split 1 FOR, 1 AGAINST |
| UDR INC. | May 15, 2025 | ELECTION OF DIRECTORS: Katherine A. Cattanach Director Elections |
Board | For | FOR 17 funds |
Split 1 FOR, 1 AGAINST |
| ULTRA CLEAN HOLDINGS INC. | May 21, 2025 | Approval, by an advisory vote, of the compensation of Ultra Clean Holdings, Inc.'s named executive officers for fiscal 2024 as disclosed in our proxy statement for the 2025 Annual Meeting of Stockholders. Say-on-Pay |
Board | For | FOR 8 funds |
Split 2 FOR, 2 AGAINST |
| ULTRA CLEAN HOLDINGS INC. | May 21, 2025 | Election of Directors: David T. ibnAle Director Elections |
Board | For | FOR 7 funds |
Split 1 FOR, 3 AGAINST |
| ULTRA CLEAN HOLDINGS INC. | May 21, 2025 | Election of Directors: Thomas T. Edman Director Elections |
Board | For | FOR 7 funds |
Split 1 FOR, 3 AGAINST |
| ULTRAGENYX PHARMACEUTICAL INC. | May 15, 2025 | Advisory (non-binding) vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 9 funds |
Split 1 FOR, 4 AGAINST |
| UNISYS CORP. | May 8, 2025 | Advisory vote to approve executive compensation. Say-on-Pay |
Board | For | FOR 9 funds |
Split 2 FOR, 2 AGAINST |
| UNITED NATURAL FOODS INC. | December 17, 2024 | To approve the Fourth Amended and Restated 2020 Equity Incentive Plan. Compensation |
Board | For | FOR 7 funds |
Split 2 FOR, 3 AGAINST |
| UNITED PARCEL SERVICE INC. | May 8, 2025 | To approve on an advisory basis named executive officer compensation. Say-on-Pay |
Board | For | FOR 16 funds |
Split 10 FOR, 1 AGAINST |
| UNITED PARCEL SERVICE INC. | May 8, 2025 | To ratify the appointment of Deloitte & Touche LLP as UPS's independent registered public accounting firm for the year ending December 31, 2025. Audit-related |
Board | For | FOR 14 funds |
Split 10 FOR, 1 AGAINST |
| UNITED PARKS & RESORTS INC. | June 13, 2025 | Approval of the United Parks & Resorts Inc., 2025 Omnibus Incentive Plan. Compensation |
Board | For | AGAINST 7 funds |
Split 2 FOR, 2 AGAINST |
| UNITED PARKS & RESORTS INC. | June 13, 2025 | Approval of the director compensation limit set forth in the United Parks & Resorts Inc. 2025 Omnibus Incentive Plan. Compensation |
Board | For | AGAINST 7 funds |
Split 3 FOR, 1 AGAINST |
| UNITED PARKS & RESORTS INC. | June 13, 2025 | To elect the ten director nominees: James Chambers Director Elections |
Board | For | FOR 7 funds |
Split 1 FOR, 3 AGAINST |
| UNITED STATES LIME & MINERALS INC. | May 2, 2025 | To approve on a non-binding advisory basis, the Company's executive compensation. Say-on-Pay |
Board | For | FOR 6 funds |
Split 2 FOR, 2 AGAINST |
| UNITED THERAPEUTICS CORP. | June 26, 2025 | Advisory resolution to approve executive compensation. Say-on-Pay |
Board | For | FOR 16 funds |
Split 7 FOR, 3 AGAINST |
| UNITED THERAPEUTICS CORP. | June 26, 2025 | Approval of the amendment and restatement of the United Therapeutics Corporation Amended and Restated 2015 Stock Incentive Plan. Compensation |
Board | For | FOR 15 funds |
Split 9 FOR, 1 AGAINST |
| UNITED THERAPEUTICS CORP. | June 26, 2025 | Election of Directors: Christopher Causey Director Elections |
Board | For | FOR 15 funds |
Split 9 FOR, 1 AGAINST |
| UNITED THERAPEUTICS CORP. | June 26, 2025 | Election of Directors: Christopher Patusky Director Elections |
Board | For | FOR 15 funds |
Split 9 FOR, 1 AGAINST |
| UNITED THERAPEUTICS CORP. | June 26, 2025 | Election of Directors: Louis Sullivan Director Elections |
Board | For | FOR 15 funds |
Split 9 FOR, 1 AGAINST |
| UNITED THERAPEUTICS CORP. | June 26, 2025 | Election of Directors: Raymond Dwek Director Elections |
Board | For | FOR 15 funds |
Split 9 FOR, 1 AGAINST |
| UNITEDHEALTH | June 2, 2025 | Ratification of the appointment of Deloitte & Touche LLP as the independent registered public accounting firm for the Company for the year ending December 31, 2025. Audit-related |
Board | For | FOR 16 funds |
Split 16 FOR, 1 AGAINST |
| UNITEDHEALTH GROUP INC. | June 2, 2025 | Advisory approval of the Company's executive compensation. Say-on-Pay |
Board | For | FOR 19 funds |
Split 7 FOR, 11 AGAINST |
| UNITEDHEALTH GROUP INC. | June 2, 2025 | Election of Directors: John Noseworthy, M.D. Director Elections |
Board | For | FOR 16 funds |
Split 13 FOR, 3 AGAINST |
| UNITEDHEALTH GROUP INC. | June 2, 2025 | Election of Directors: Michele Hooper Director Elections |
Board | For | FOR 16 funds |
Split 14 FOR, 2 AGAINST |
| UNIVERSAL STAINLESS & ALLOY PRODS. INC. | January 15, 2025 | To approve, on an advisory (non-binding) basis, the compensation that may be paid or become payable to Universal'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 | FOR 3 funds |
Split 1 FOR, 2 AGAINST |
| URBAN OUTFITTERS INC. | June 4, 2025 | Election of Directors: Margaret A. Hayne Director Elections |
Board | For | FOR 8 funds |
Split 3 FOR, 1 AGAINST |
| US FOODS HOLDING CORP. | May 22, 2025 | Advisory approval of the compensation paid to our named executive officers, as disclosed in the Proxy Statement. Say-on-Pay |
Board | For | FOR 13 funds |
Split 10 FOR, 1 AGAINST |
| UTZ BRANDS INC. | April 24, 2025 | Non-binding, advisory vote to approve executive compensation Say-on-Pay |
Board | For | FOR 5 funds |
Split 2 FOR, 2 AGAINST |
| VAIL RESORTS INC. | December 5, 2024 | Election of Directors: Iris Knobloch Director Elections |
Board | For | FOR 14 funds |
Split 4 FOR, 1 AGAINST |
| VALERO ENE | May 6, 2025 | Advisory vote to approve the 2024 compensation of named executive officers. Say-on-Pay |
Board | Not determined | FOR 14 funds |
Split 5 FOR, 3 AGAINST |
| VANDA PHARMACEUTICALS INC. | June 5, 2025 | To approve, on an advisory basis, the Company's named executive officer compensation. Say-on-Pay |
Board | For | FOR 5 funds |
Split 2 FOR, 2 AGAINST |
| VAXCYTE INC. | June 12, 2025 | Approval, on a non-binding, advisory basis, of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 10 funds |
Split 1 FOR, 5 AGAINST |
| VENTAS INC. | May 13, 2025 | Approval, on an advisory basis, of the compensation of named executive officers of Ventas, Inc. Say-on-Pay |
Board | For | FOR 17 funds |
Split 7 FOR, 3 AGAINST |
| VENTYX BIOSCIENCES INC. | June 4, 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 (the "Say-on-Pay Vote"). Say-on-Pay |
Board | For | AGAINST 4 funds |
Split 2 FOR, 1 AGAINST |
| VERA BRADLEY INC. | June 5, 2025 | To approve, on an advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 2 funds |
Split 1 FOR, 2 AGAINST |
| VERACYTE INC. | June 17, 2025 | The approval of an amendment to our Veracyte, Inc. 2023 Equity Incentive Plan. Compensation |
Board | For | FOR 6 funds |
Split 1 FOR, 3 AGAINST |
| VERICEL CORP. | April 30, 2025 | To approve the adoption of Vericel Corporation's Amended and Restated 2022 Omnibus Incentive Plan. Compensation |
Board | For | FOR 4 funds |
Split 3 FOR, 1 AGAINST |
| VERITEX HOLDINGS INC. | May 27, 2025 | Advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 10 funds |
Split 3 FOR, 2 AGAINST |
| VERIZON COMMUNICATIONS INC. | May 22, 2025 | Advisory vote to approve executive compensation Diversity, Equity, and Inclusion |
Board | For | FOR 16 funds |
Split 13 FOR, 1 AGAINST |
| VERTEX PHARMACEUTICALS INC. | May 14, 2025 | Election of Directors: Lloyd Carney Director Elections |
Board | For | FOR 15 funds |
Split 12 FOR, 2 AGAINST |
| VERTIV HOLDINGS CO | June 18, 2025 | To approve, on an advisory basis, the 2024 compensation of our named executive officers as disclosed in the Proxy Statement. Say-on-Pay |
Board | For | FOR 14 funds |
Split 7 FOR, 3 AGAINST |
| VERVE THERAPEUTICS INC. | June 5, 2025 | Approval, on an advisory basis, of the compensation paid to our named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
Split 2 FOR, 1 AGAINST |
| VERVE THERAPEUTICS INC. | June 5, 2025 | Election of three Class I directors to our board of directors, each to serve until the 2028 annual meeting of stockholders: Lonnel Coats Director Elections |
Board | For | FOR 4 funds |
Split 1 FOR, 1 WITHHOLD |
| VIASAT INC. | September 5, 2024 | Election of Directors: John Stenbit Director Elections |
Board | For | WITHHOLD 7 funds |
Split 2 FOR, 1 WITHHOLD |
| VIATRIS INC. | December 6, 2024 | Approval of, on a non-binding advisory basis, the 2023 compensation of the named executive officers of the Company. Say-on-Pay |
Board | For | AGAINST 16 funds |
Split 1 FOR, 4 AGAINST |
| VIAVI SOLUTIONS INC. | November 6, 2024 | Election of Directors: Richard E. Belluzzo Director Elections |
Board | For | FOR 7 funds |
Split 3 FOR, 1 AGAINST |
| VICI PROPERTIES INC. | April 29, 2025 | Election of Directors: Elizabeth I. Holland Director Elections |
Board | For | FOR 16 funds |
Split 8 FOR, 1 AGAINST |
| VICI PROPERTIES INC. | April 29, 2025 | To approve (on a non-binding, advisory basis) the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 17 funds |
Split 7 FOR, 3 AGAINST |
| VICTORIA'S SECRET & CO. | June 18, 2025 | To elect ten directors to serve until the 2026 annual meeting of stockholders: Anne Sheehan Director Elections |
Board | For | FOR 8 funds |
Split 3 FOR, 2 AGAINST |
| VICTORIA'S SECRET & CO. | June 18, 2025 | To elect ten directors to serve until the 2026 annual meeting of stockholders: Donna James Director Elections |
Board | For | FOR 8 funds |
Split 3 FOR, 2 AGAINST |
| VICTORIA'S SECRET & CO. | June 18, 2025 | To elect ten directors to serve until the 2026 annual meeting of stockholders: Hillary Super Director Elections |
Board | For | FOR 8 funds |
Split 3 FOR, 2 AGAINST |
| VICTORIA'S SECRET & CO. | June 18, 2025 | To elect ten directors to serve until the 2026 annual meeting of stockholders: Irene Chang Britt Director Elections |
Board | For | FOR 8 funds |
Split 3 FOR, 2 AGAINST |
| VICTORIA'S SECRET & CO. | June 18, 2025 | To elect ten directors to serve until the 2026 annual meeting of stockholders: Jacqueline Hernandez Director Elections |
Board | For | FOR 8 funds |
Split 3 FOR, 2 AGAINST |
| VICTORIA'S SECRET & CO. | June 18, 2025 | To elect ten directors to serve until the 2026 annual meeting of stockholders: Lauren Peters Director Elections |
Board | For | FOR 8 funds |
Split 3 FOR, 2 AGAINST |
| VICTORIA'S SECRET & CO. | June 18, 2025 | To elect ten directors to serve until the 2026 annual meeting of stockholders: Mariam Naficy Director Elections |
Board | For | FOR 8 funds |
Split 3 FOR, 2 AGAINST |
| VICTORIA'S SECRET & CO. | June 18, 2025 | To elect ten directors to serve until the 2026 annual meeting of stockholders: Rod Little Director Elections |
Board | For | FOR 8 funds |
Split 3 FOR, 2 AGAINST |
| VICTORIA'S SECRET & CO. | June 18, 2025 | To elect ten directors to serve until the 2026 annual meeting of stockholders: Sarah Davis Director Elections |
Board | For | FOR 8 funds |
Split 3 FOR, 2 AGAINST |
| VICTORY CAPITAL HOLDINGS INC. | May 7, 2025 | Election of Class I Directors: Karin Hirtler-Garvey Director Elections |
Board | For | FOR 8 funds |
Split 2 FOR, 3 AGAINST |
| VICTORY CAPITAL HOLDINGS INC. | May 7, 2025 | Election of Class I Directors: Lawrence Davanzo Director Elections |
Board | For | FOR 8 funds |
Split 2 FOR, 3 AGAINST |
| VICTORY CAPITAL HOLDINGS INC. | May 7, 2025 | Election of Class I Directors: Robert V. Delaney, Jr. Director Elections |
Board | For | FOR 8 funds |
Split 2 FOR, 3 AGAINST |
| VIKING THERAPEUTICS INC | May 20, 2025 | TO APPROVE, ON AN ADVISORY BASIS, THE COMPENSATION OF OUR NAMED EXECUTIVE OFFICERS. Say-on-Pay |
Board | For | AGAINST 9 funds |
Split 1 FOR, 1 AGAINST |
| VIMEO INC. | June 9, 2025 | Approve a non-binding advisory resolution to approve the compensation of the Company's named executive officers (say on pay). Say-on-Pay |
Board | For | FOR 5 funds |
Split 2 FOR, 2 AGAINST |
| VIPER ENERGY INC. | May 20, 2025 | The approval, on an advisory basis, of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 7 funds |
Split 3 FOR, 2 AGAINST |
| VIRTU FINANCIAL INC | June 2, 2025 | Proposal to approve the Virtu Financial, Inc. Second Amended and Restated 2015 Management Incentive Plan to increase the number of shares authorized for issuance thereunder, extend the expiration date thereof and remove certain provisions related to Section 162(m) of the Code that are no longer applicable. Compensation |
Board | For | FOR 8 funds |
Split 4 FOR, 1 AGAINST |
| VISA INC. | January 28, 2025 | To approve, on an advisory basis, the compensation paid to our named executive officers. Say-on-Pay |
Board | For | FOR 18 funds |
Split 17 FOR, 1 AGAINST |
| VISTA OUTDOOR INC. | August 23, 2024 | Election of Directors: Gerard Gibbons Director Elections |
Board | For | AGAINST 7 funds |
Split 3 FOR, 1 AGAINST |
| VITAL FARMS INC. | June 11, 2025 | To elect the three nominees named in the attached proxy statement as directors to serve on the Board of Directors for a three-year term: Glenda Flanagan Director Elections |
Board | For | FOR 4 funds |
Split 2 FOR, 2 WITHHOLD |
| VITESSE ENERGY INC. | May 1, 2025 | Election of Directors: Brian P. Friedman Director Elections |
Board | For | FOR 6 funds |
Split 2 FOR, 1 AGAINST |
| VITESSE ENERGY INC. | May 1, 2025 | Election of Directors: Joseph S. Steinberg Director Elections |
Board | For | FOR 6 funds |
Split 2 FOR, 1 AGAINST |
| VOYAGER THERAPEUTICS INC. | June 3, 2025 | To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 3 funds |
Split 1 FOR, 2 AGAINST |
| VSE CORP. | May 8, 2025 | Approval, on a non-binding advisory basis, of VSE's named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 8 funds |
Split 1 FOR, 2 AGAINST |
| VULCAN MAT | May 9, 2025 | Approval of the Vulcan Materials Company 2025 Omnibus Long-Term Incentive Plan. Compensation |
Board | Not determined | FOR 14 funds |
Split 9 FOR, 2 AGAINST |
| VULCAN MAT | May 9, 2025 | Approval, on an advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | Not determined | FOR 15 funds |
Split 9 FOR, 2 AGAINST |
| VULCAN MAT | May 9, 2025 | Election of Directors: David P. Steiner Director Elections |
Board | Not determined | FOR 14 funds |
Split 7 FOR, 3 AGAINST |
| VULCAN MAT | May 9, 2025 | Election of Directors: Kathleen L. Quirk Director Elections |
Board | Not determined | FOR 14 funds |
Split 9 FOR, 1 AGAINST |
| VULCAN MAT | May 9, 2025 | Election of Directors: Lee J. Styslinger, III Director Elections |
Board | Not determined | FOR 14 funds |
Split 9 FOR, 1 AGAINST |
| VULCAN MAT | May 9, 2025 | Election of Directors: Lydia H. Kennard Director Elections |
Board | Not determined | FOR 14 funds |
Split 9 FOR, 1 AGAINST |
| W&T OFFSHORE INC. | June 3, 2025 | To approve, on an advisory basis, the compensation of the Company's named executive officers, as disclosed in the Proxy Statement pursuant to Item 402 of Regulation S-K. Say-on-Pay |
Board | For | AGAINST 5 funds |
Split 1 FOR, 2 AGAINST |
| W. R. BERKLEY CORP. | June 11, 2025 | Election of Directors: Mary C. Farrell Director Elections |
Board | For | FOR 13 funds |
Split 5 FOR, 1 AGAINST |
| W. R. BERKLEY CORP. | June 11, 2025 | Election of Directors: Ronald E. Blaylock Director Elections |
Board | For | FOR 13 funds |
Split 5 FOR, 1 AGAINST |
| WALMART INC. | June 5, 2025 | Advisory Vote to Approve Named Executive Officer Compensation Say-on-Pay |
Board | For | FOR 18 funds |
Split 12 FOR, 1 AGAINST |
| WALMART INC. | June 5, 2025 | Approval of Walmart Inc. Stock Incentive Plan of 2025 Compensation |
Board | For | FOR 15 funds |
Split 11 FOR, 1 AGAINST |
| WALMART INC. | June 5, 2025 | Election of Directors: Randall L. Stephenson Director Elections |
Board | For | FOR 15 funds |
Split 10 FOR, 1 AGAINST |
| WALMART INC. | June 5, 2025 | Ratification of Ernst & Young LLP as Independent Accountants Audit-related |
Board | For | FOR 15 funds |
Split 11 FOR, 1 AGAINST |
| WARNER BROS. DISCOVERY INC. | June 2, 2025 | To vote on an advisory resolution to approve the 2024 compensation of Warner Bros. Discovery, Inc.'s named executive officers, commonly referred to as a "Say-on-Pay" vote. Say-on-Pay |
Board | For | AGAINST 15 funds |
Split 1 FOR, 5 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.