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 |
|---|---|---|---|---|---|---|
| WARRIOR MET COAL INC. | April 23, 2025 | MANAGEMENT PROPOSAL: To approve, on an advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 8 funds |
Split 3 FOR, 2 AGAINST |
| WASTE MANAGEMENT INC. | May 13, 2025 | Election of Directors: Victoria M. Holt Director Elections |
Board | For | FOR 12 funds |
Split 3 FOR, 2 AGAINST |
| WATERS CORP. | May 22, 2025 | To approve, on a non-binding, advisory basis, the compensation of the Company's executive officers. Say-on-Pay |
Board | For | FOR 16 funds |
Split 8 FOR, 1 AGAINST |
| WATSCO INC. | June 2, 2025 | Approval of the advisory resolution regarding the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 16 funds |
Split 1 FOR, 3 AGAINST |
| WATSCO INC. | June 2, 2025 | To elect the following nominee as a Common stock director until the Annual Meeting of Shareholders in 2028 or until his successor is duly elected and qualified: Gary L. Tapella Director Elections |
Board | For | FOR 14 funds |
Split 3 FOR, 1 AGAINST |
| WATTS WATER TECHNOLOGIES INC. | May 21, 2025 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | FOR 11 funds |
Split 5 FOR, 1 AGAINST |
| WEATHERFORD INTERNATIONAL PLC | June 11, 2025 | Election of Directors: Neal P. Goldman Director Elections |
Board | For | FOR 12 funds |
Split 4 FOR, 1 AGAINST |
| WEC ENERGY GROUP INC. | May 8, 2025 | Advisory vote to approve executive compensation of the named executive officers Shareholder Rights and Defenses |
Board | For | FOR 16 funds |
Split 7 FOR, 4 AGAINST |
| WELLS FARGO & CO. | April 29, 2025 | Advisory vote to approve executive compensation (Say on Pay). Say-on-Pay |
Board | For | FOR 15 funds |
Split 14 FOR, 1 AGAINST |
| WELLS FARGO & CO. | April 29, 2025 | Election of Directors: Richard K. Davis Director Elections |
Board | For | FOR 12 funds |
Split 12 FOR, 1 AGAINST |
| WELLS FARGO & CO. | April 29, 2025 | Election of Directors: Ronald L. Sargent Director Elections |
Board | For | FOR 12 funds |
Split 12 FOR, 1 AGAINST |
| WESCO INTE | May 22, 2025 | Approve, on an advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | Not determined | FOR 15 funds |
Split 8 FOR, 3 AGAINST |
| WEST PHARMACEUTICAL SERVICES INC. | May 6, 2025 | Election of Directors: Deborah L. V. Keller Director Elections |
Board | For | FOR 14 funds |
Split 7 FOR, 1 AGAINST |
| WESTAMERICA BANCORPORATION | April 24, 2025 | Approve the 2025 Omnibus Equity Incentive Plan. Compensation |
Board | For | FOR 7 funds |
Split 3 FOR, 2 AGAINST |
| WESTAMERICA BANCORPORATION | April 24, 2025 | Election of directors: E. Sylvester Director Elections |
Board | For | FOR 7 funds |
Split 4 FOR, 1 AGAINST |
| WESTAMERICA BANCORPORATION | April 24, 2025 | Election of directors: E.J. Bowler Director Elections |
Board | For | FOR 7 funds |
Split 4 FOR, 1 AGAINST |
| WESTERN DIGITAL CORP. | November 20, 2024 | Election of Directors: Martin I. Cole Director Elections |
Board | For | FOR 13 funds |
Split 3 FOR, 1 AGAINST |
| WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | May 15, 2025 | Approve an advisory (non-binding) resolution to approve the 2024 named executive officer compensation. Say-on-Pay |
Board | For | FOR 16 funds |
Split 7 FOR, 1 AGAINST |
| WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP. | May 15, 2025 | Elect three directors for a term of three years expiring in 2028: Albert J. Neupaver Director Elections |
Board | For | FOR 13 funds |
Split 5 FOR, 1 AGAINST |
| WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP. | May 15, 2025 | Elect three directors for a term of three years expiring in 2028: Ann R. Klee Director Elections |
Board | For | FOR 13 funds |
Split 4 FOR, 2 AGAINST |
| WEX INC. | May 15, 2025 | To approve the WEX Inc. Amended and Restated 2019 Equity and Incentive Plan to increase the number of shares issuable thereunder. Compensation |
Board | For | FOR 14 funds |
Split 2 FOR, 1 AGAINST |
| WIDEOPENWEST INC. | May 8, 2025 | Election of Directors: Barry Volpert Director Elections |
Board | For | FOR 7 funds |
Split 1 FOR, 2 AGAINST |
| WIDEOPENWEST INC. | May 8, 2025 | Election of Directors: Daniel Kilpatrick Director Elections |
Board | For | AGAINST 7 funds |
Split 1 FOR, 2 AGAINST |
| WIDEOPENWEST INC. | May 8, 2025 | Election of Directors: Jose Segrera Director Elections |
Board | For | FOR 7 funds |
Split 1 FOR, 2 AGAINST |
| WILLIAMS-SONOMA INC. | June 11, 2025 | An advisory vote to approve executive compensation Say-on-Pay |
Board | For | FOR 16 funds |
Split 2 FOR, 4 AGAINST |
| WISDOMTREE INC. | June 17, 2025 | Election of Directors: Shamla Naidoo Director Elections |
Board | For | FOR 5 funds |
Split 2 FOR, 1 AGAINST |
| WOLFSPEED INC. | December 5, 2024 | ADVISORY (NONBINDING) VOTE TO APPROVE EXECUTIVE COMPENSATION. Say-on-Pay |
Board | For | FOR 7 funds |
Split 1 FOR, 1 AGAINST |
| WORKDAY INC. | June 4, 2025 | To approve, on an advisory basis, the compensation of our named executive officers as disclosed in the Proxy Statement. Say-on-Pay |
Board | For | AGAINST 14 funds |
Split 2 FOR, 6 AGAINST |
| WORKIVA INC. | May 29, 2025 | Election of Directors: Suku Radia Director Elections |
Board | For | FOR 5 funds |
Split 1 FOR, 1 WITHHOLD |
| WYNDHAM HOTELS & RESORTS INC. | May 15, 2025 | Election of Directors: Myra J. Biblowit Director Elections |
Board | For | FOR 13 funds |
Split 2 FOR, 2 AGAINST |
| XCEL ENERGY INC. | May 21, 2025 | Approval of Xcel Energy Inc.'s executive compensation in an advisory vote (say on pay vote) Say-on-Pay |
Board | For | FOR 15 funds |
Split 11 FOR, 2 AGAINST |
| XENCOR INC. | June 12, 2025 | To approve the proposed amendment and restatement of the Company's 2023 Equity Incentive Plan to increase the number of authorized shares reserved for issuance thereunder by 3,000,000 shares. Compensation |
Board | For | FOR 4 funds |
Split 2 FOR, 3 AGAINST |
| XENIA HOTELS & RESORTS INC. | May 13, 2025 | To approve an amendment to the 2015 Incentive Award Plan to increase the number of shares that may be issued thereunder. Compensation |
Board | For | FOR 9 funds |
Split 1 FOR, 2 AGAINST |
| XEROX HOLDINGS CORP. | May 21, 2025 | Approve, on an advisory basis, the 2024 compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 8 funds |
Split 2 FOR, 2 AGAINST |
| XEROX HOLDINGS CORP. | May 21, 2025 | Election of Directors: Priscilla Hung Director Elections |
Board | For | FOR 7 funds |
Split 2 FOR, 2 AGAINST |
| XEROX HOLDINGS CORP. | May 21, 2025 | Election of Directors: Tami Erwin Director Elections |
Board | For | FOR 7 funds |
Split 3 FOR, 1 AGAINST |
| XOMETRY INC. | June 18, 2025 | Election of Directors: Randolph Altschuler Director Elections |
Board | For | FOR 4 funds |
Split 1 FOR, 3 WITHHOLD |
| XPO INC. | May 15, 2025 | Election of Directors: Brad Jacobs Director Elections |
Board | For | FOR 12 funds |
Split 8 FOR, 1 AGAINST |
| YUM! BRANDS INC. | May 15, 2025 | Proposal to Approve the Company's 2025 Long Term Incentive Plan. Compensation |
Board | For | FOR 14 funds |
Split 5 FOR, 1 AGAINST |
| ZENTALIS PHARMACEUTICALS INC. | June 17, 2025 | To approve, on an advisory (non-binding) basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
Split 1 FOR, 2 AGAINST |
| ZIFF DAVIS | May 7, 2025 | To provide an advisory vote on the compensation of Ziff Davis' named executive officers. Say-on-Pay |
Board | Not determined | FOR 8 funds |
Split 2 FOR, 2 AGAINST |
| ZIMMER BIO | May 29, 2025 | Approve the amended 2009 Stock Incentive Plan. Compensation |
Board | Not determined | FOR 15 funds |
Split 6 FOR, 4 AGAINST |
| ZIMMER BIO | May 29, 2025 | Election of Directors: Syed Jafry Director Elections |
Board | Not determined | FOR 15 funds |
Split 9 FOR, 1 AGAINST |
| ZIMVIE INC. | May 7, 2025 | Approve, on a non-binding advisory basis, named executive officer compensation ("Say on Pay"). Say-on-Pay |
Board | For | AGAINST 10 funds |
Split 1 FOR, 3 AGAINST |
| ZOETIS INC. | May 21, 2025 | Election of Directors: Gregory Norden Director Elections |
Board | For | FOR 14 funds |
Split 5 FOR, 2 AGAINST |
| ZOOM COMMUNICATIONS INC. | June 12, 2025 | Approve, on an advisory non-binding basis, the compensation of our named executive officers as disclosed in our proxy statement. Say-on-Pay |
Board | For | AGAINST 14 funds |
Split 2 FOR, 5 AGAINST |
| ZSCALER INC. | January 10, 2025 | To approve an amendment and restatement of the Zscaler, Inc. FY2018 Equity Incentive Plan. Compensation |
Board | For | AGAINST 8 funds |
Split 3 FOR, 7 AGAINST |
| ZSCALER INC. | January 10, 2025 | To approve on a non-binding, advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 9 funds |
Split 8 FOR, 2 AGAINST |
| ZURN ELKAY | May 1, 2025 | Advisory vote to approve the compensation of Zurn Elkay's named executive officers, as disclosed in "Compensation Discussion and Analysis" and "Executive Compensation" in the Proxy Statement. Say-on-Pay |
Board | Not determined | AGAINST 13 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.