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
2,695 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 |
|---|---|---|---|---|---|---|
| CAREDX INC. | June 12, 2025 | Approval of an amendment to 2024 Equity Incentive Plan. Compensation |
Board | For | FOR 5 funds |
AGAINST 3 funds |
| CARGURUS INC. | June 4, 2025 | Elect Stephen Kaufer Director Elections |
Board | For | FOR 8 funds |
AGAINST 1 fund |
| CARTER BANKSHARES INC. | May 28, 2025 | Election of Directors: James W. Haskins Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 4 funds |
| CASSAVA SCIENCES INC. | May 23, 2025 | To approve, by a non-binding advisory vote, 2024 executive compensation for the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 1 fund |
| CAVCO INDUSTRIES INC. | July 30, 2024 | Election of Directors: Steven W. Moster Director Elections |
Board | For | AGAINST 7 funds |
FOR 5 funds |
| CERIBELL INC. | June 10, 2025 | Election of Directors: Juliet Tammenoms Bakker Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 2 funds |
| CHARLES RI | May 20, 2025 | Election of Directors: George E. Massaro Director Elections |
Board | Not determined | ABSTAIN 17 funds |
FOR 5 funds |
| CHARLES RI | May 20, 2025 | Election of Directors: Richard F. Wallman Director Elections |
Board | Not determined | ABSTAIN 17 funds |
FOR 5 funds |
| CHARLES RI | May 20, 2025 | Election of Directors: Robert Bertolini Director Elections |
Board | Not determined | ABSTAIN 17 funds |
FOR 5 funds |
| CHEFS' WAREHOUSE INC. | May 9, 2025 | To approve an amendment to the Company's Amended and Restated 2019 Omnibus Equity Incentive Plan. Compensation |
Board | For | AGAINST 7 funds |
FOR 4 funds |
| CHEGG INC. | June 4, 2025 | To approve the Chegg, Inc. Amendment to the 2023 Equity Incentive Plan. Compensation |
Board | For | FOR 6 funds |
AGAINST 3 funds |
| CHEVRON CORP. | May 28, 2025 | Election of Directors: Jon M. Huntsman Jr. Director Elections |
Board | For | AGAINST 14 funds |
FOR 1 fund |
| CHEVRON CORP. | May 28, 2025 | Election of Directors: Wanda M. Austin Director Elections |
Board | For | FOR 14 funds |
AGAINST 1 fund |
| CHOICE HOTELS INTERNATIONAL INC. | May 15, 2025 | Election of Directors: Ervin R. Shames Director Elections |
Board | For | AGAINST 12 funds |
FOR 4 funds |
| CIBUS INC | May 22, 2025 | Ratification of the appointment of BDO USA, P.C. as independent registered public accounting firm for the fiscal year ending December 31, 2025. Audit-related |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| CIBUS INC | May 22, 2025 | To approve, in accordance with Nasdaq Listing Rule 5635(b), the issuance of shares of Class A common stock upon the potential future exercise of outstanding warrants held by Rory Riggs that would be deemed to be a "change of control" of the Company within the meaning of Listing Rule 5635(b). Capital Structure |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| CIBUS INC | May 22, 2025 | To approve, in accordance with Nasdaq Listing Rule 5635(d), the issuance of up to 9,040,000 shares of Class A common stock issuable upon the exercise of outstanding common warrants issued pursuant to those certain Securities Purchase Agreements, each dated January 21, 2025, by and among the Company and the purchasers party thereto. Capital Structure |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| CIPHER MINING INC. | June 3, 2025 | Approval, on a non-binding advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 1 fund |
| CISCO SYSTEMS INC. | December 9, 2024 | Election of Directors: Dr. Kristina M. Johnson Director Elections |
Board | For | AGAINST 14 funds |
FOR 13 funds |
| CISCO SYSTEMS INC. | December 9, 2024 | Election of Directors: John D. Harris II Director Elections |
Board | For | AGAINST 14 funds |
FOR 13 funds |
| CISCO SYSTEMS INC. | December 9, 2024 | Election of Directors: Wesley G. Bush Director Elections |
Board | For | AGAINST 14 funds |
FOR 13 funds |
| CITI TRENDS INC. | June 5, 2025 | Vote to approve an Amendment to the 2021 Incentive Plan to increase the number of shares available by 500,000 for grant. Compensation |
Board | For | FOR 2 funds |
AGAINST 4 funds |
| CLARIVATE PLC | May 7, 2025 | APPROVAL OF THE CLARIVATE PLC AMENDED AND RESTATED 2019 INCENTIVE AWARD PLAN. Compensation |
Board | For | FOR 11 funds |
AGAINST 2 funds |
| CLARIVATE PLC | May 7, 2025 | RE-ELECTION OF DIRECTORS: Andrew Snyder Director Elections |
Board | For | AGAINST 11 funds |
FOR 2 funds |
| CLARUS CORP. | May 29, 2025 | To consider and vote on a proposal to amend and restate the Company's 2015 Stock Incentive Plan to, among other things, extend the term of such plan by 10 years and reserve 7,500,000 shares of the Company's common stock for issuance under such plan. Compensation |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| CLIMB BIO INC. | June 4, 2025 | The election of two directors, each to serve for a three-year term expiring at the 2028 annual meeting of stockholders and until his or her respective successor has been duly elected and qualified: Judith Dunn, Ph.D. Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 1 fund |
| CNA FINANCIAL CORP. | April 30, 2025 | An advisory (non-binding) vote to approve named executive officer compensation. Say-on-Pay |
Board | For | FOR 13 funds |
AGAINST 1 fund |
| COASTAL FINANCIAL CORP. | May 28, 2025 | To elect three Directors to the class of Directors to serve for a 3-year term until the 2028 meeting of shareholders: Christopher D. Adams Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 2 funds |
| COCA-COLA CO. | April 30, 2025 | Election of Directors: Thomas S. Gayner Director Elections |
Board | For | AGAINST 15 funds |
FOR 7 funds |
| CODEXIS INC. | June 10, 2025 | To approve an amendment to the Codexis, Inc. 2019 Incentive Award Plan to increase the number of shares available for issuance thereunder by 8,000,000 shares. Compensation |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| COHERUS BIOSCIENCES INC. | June 11, 2025 | To vote on a non-binding, advisory basis to approve the compensation of the Company's named executive officers (a "Say-on-Pay" vote). Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 1 fund |
| COMCAST CORP. | June 18, 2025 | Elect Thomas J. Baltimore, Jr. Director Elections |
Board | For | WITHHOLD 13 funds |
FOR 1 fund |
| COMPASS MINERALS INTERNATIONAL INC. | March 6, 2025 | Elect eight director nominees, each for a one-year term: Joseph E. Reece Director Elections |
Board | For | AGAINST 7 funds |
FOR 3 funds |
| COMPASS MINERALS INTERNATIONAL INC. | March 6, 2025 | Elect eight director nominees, each for a one-year term: Lori A. Walker Director Elections |
Board | For | AGAINST 7 funds |
FOR 3 funds |
| COMPASS MINERALS INTERNATIONAL INC. | March 6, 2025 | Elect eight director nominees, each for a one-year term: Richard P. Dealy Director Elections |
Board | For | AGAINST 7 funds |
FOR 3 funds |
| COMPOSECURE INC. | May 28, 2025 | Election of Directors: Jane J. Thompson Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 2 funds |
| COMPOSECURE INC. | May 28, 2025 | Election of Directors: John D. Cote Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 2 funds |
| COMTECH TELECOMMUNICATIONS CORP. | January 13, 2025 | Approval, on an advisory basis, of the compensation of our Named Executive Officers. Say-on-Pay |
Board | For | FOR 4 funds |
AGAINST 2 funds |
| COMTECH TELECOMMUNICATIONS CORP. | January 13, 2025 | Election of Directors: Lawrence J. Waldman Director Elections |
Board | For | FOR 3 funds |
AGAINST 2 funds |
| COMTECH TELECOMMUNICATIONS CORP. | January 13, 2025 | Election of Directors: Mark R. Quinlan Director Elections |
Board | For | FOR 3 funds |
AGAINST 2 funds |
| COMTECH TELECOMMUNICATIONS CORP. | January 13, 2025 | Election of Directors: Wendi B. Carpenter Director Elections |
Board | For | FOR 3 funds |
AGAINST 2 funds |
| CONCENTRA GROUP HOLDINGS PARENT INC. | May 1, 2025 | Elect two Class I directors, each for a term of three years or until their respective successors have been elected and qualified: Cheryl B. Pegus Director Elections |
Board | For | AGAINST 7 funds |
FOR 4 funds |
| CONTANGO ORE INC. | June 10, 2025 | Election of Directors: Brad Juneau Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 1 fund |
| CORECARD CORP. | May 29, 2025 | Approval of the CoreCard Corporation 2025 Employee Stock Incentive Plan. Compensation |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| CORECARD CORP. | May 29, 2025 | Election of Two Directors. Nominees: Kathryn Petralia Director Elections |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| CORPAY INC. | June 11, 2025 | Elect Directors nominated by the Board of Directors for a one-year term: Archie L. Jones, Jr. Director Elections |
Board | For | AGAINST 13 funds |
FOR 8 funds |
| CORPAY INC. | June 11, 2025 | Elect Directors nominated by the Board of Directors for a one-year term: Gerald Throop Director Elections |
Board | For | AGAINST 13 funds |
FOR 8 funds |
| CORPAY INC. | June 11, 2025 | Elect Directors nominated by the Board of Directors for a one-year term: Richard Macchia Director Elections |
Board | For | AGAINST 13 funds |
FOR 8 funds |
| COTY INC. | November 7, 2024 | Election of Directors: Olivier Goudet Director Elections |
Board | For | FOR 12 funds |
WITHHOLD 3 funds |
| COUCHBASE INC. | May 29, 2025 | Election of Class I Directors: Lynn M. Christensen Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 2 funds |
| CREDIT ACCEPTANCE CORP. | June 4, 2025 | Election of Directors: Glenda J. Flanagan Director Elections |
Board | For | WITHHOLD 12 funds |
FOR 2 funds |
| CRICUT INC. | May 28, 2025 | To approve, by non-binding vote, named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 1 fund |
| CRONOS GROUP INC | July 19, 2024 | ADOPTION OF AN ADVISORY (NON-BINDING) RESOLUTION TO APPROVE THE COMPENSATION OF THE COMPANY'S NAMED EXECUTIVE OFFICERS AS DISCLOSED IN THE PROXY STATEMENT DATED APRIL 26, 2024 Say-on-Pay |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| CROWDSTRIKE HOLDINGS INC. | June 18, 2025 | Elect Laura J. Schumacher Director Elections |
Board | For | FOR 13 funds |
WITHHOLD 1 fund |
| CURTISS-WRIGHT CORP. | May 8, 2025 | Elect Peter C. Wallace Director Elections |
Board | For | FOR 12 funds |
AGAINST 1 fund |
| CUSTOMERS BANCORP INC. | May 27, 2025 | Election of Directors: Daniel K. Rothermel Director Elections |
Board | For | AGAINST 8 funds |
FOR 5 funds |
| CUTERA INC. | July 15, 2024 | Approval of the amendment and restatement of our 2019 Equity Incentive Plan to increase the total shares available for issuance under the 2019 Equity Incentive Plan by 2,395,275 shares. Compensation |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| CUTERA INC. | July 15, 2024 | Election of Directors: Jeryl Hilleman Director Elections |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| CUTERA INC. | July 15, 2024 | Non-binding advisory vote on the compensation of Named Executive Officers. Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 1 fund |
| DAKOTA GOLD CORP. | May 13, 2025 | Election of Directors: Gerald Aberle Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 2 funds |
| DAKOTA GOLD CORP. | May 13, 2025 | Election of Directors: Stephen O'Rourke Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 2 funds |
| DICK'S SPORTING GOODS INC. | June 11, 2025 | Election of Directors for a term that expires in 2026: Anne Fink Director Elections |
Board | For | WITHHOLD 13 funds |
FOR 1 fund |
| DOUGLAS EMMETT INC. | May 29, 2025 | Elect Leslie E. Bider Director Elections |
Board | For | WITHHOLD 9 funds |
FOR 1 fund |
| DOUGLAS EMMETT INC. | May 29, 2025 | Elect Shirley Wang Director Elections |
Board | For | WITHHOLD 9 funds |
FOR 1 fund |
| DOUGLAS EMMETT INC. | May 29, 2025 | Elect William E. Simon, Jr. Director Elections |
Board | For | WITHHOLD 9 funds |
FOR 1 fund |
| DOUGLAS EMMETT INC. | May 29, 2025 | To approve, in a non-binding advisory vote, our executive compensation. Say-on-Pay |
Board | For | AGAINST 10 funds |
FOR 4 funds |
| DRAFTKINGS INC. | May 19, 2025 | To consider an amendment to the DraftKings Employee Stock Purchase Plan. Compensation |
Board | For | AGAINST 9 funds |
FOR 5 funds |
| DREAM FINDERS HOMES INC. | June 9, 2025 | Election of Directors: Leonard M. Sturm Director Elections |
Board | For | FOR 4 funds |
AGAINST 3 funds |
| DREAM FINDERS HOMES INC. | June 9, 2025 | Election of Directors: Megha H. Parekh Director Elections |
Board | For | FOR 4 funds |
AGAINST 3 funds |
| DTE ENERGY CO. | May 8, 2025 | Elect Gary Torgow Director Elections |
Board | For | FOR 13 funds |
WITHHOLD 1 fund |
| DUTCH BROS INC. | May 13, 2025 | Election of Directors: Stephen Gillett Director Elections |
Board | For | FOR 6 funds |
AGAINST 3 funds |
| DXC TECHNOLOGY CO. | July 30, 2024 | Approval of an increase in the number of shares available under the DXC Technology Company 2017 Non-Employee Director Incentive Plan. Compensation |
Board | For | AGAINST 9 funds |
FOR 3 funds |
| EDITAS MEDICINE INC. | May 29, 2025 | To adopt and approve an amendment to the Company's Restated Certificate of Incorporation to increase the number of authorized shares of the Company's capital stock from 200,000,000 to 395,000,000 and the number of authorized shares of the Company's common stock from 195,000,000 to 390,000,000. Capital Structure |
Board | For | AGAINST 4 funds |
FOR 3 funds |
| EHEALTH INC. | June 18, 2025 | Approval, on an advisory basis, of the compensation of the Named Executive Officers of eHealth, Inc. Say-on-Pay |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| ELECTROMED INC. | November 15, 2024 | To approve, on a non-binding and advisory basis, our executive compensation. Say-on-Pay |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| ELEMENT SOLUTIONS INC. | June 3, 2025 | Election of Directors: Michael F. Goss Director Elections |
Board | For | FOR 10 funds |
AGAINST 4 funds |
| EMERALD HOLDING INC. | May 21, 2025 | Election of Class II Directors: Konstantin (Kosty) Gilis Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| EMERGENT BIOSOLUTIONS INC. | April 30, 2025 | To hold, on an advisory basis, a vote to approve the 2024 compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 2 funds |
| ENANTA PHARMACEUTICALS INC. | March 13, 2025 | To approve an amendment to our 2019 Equity Incentive Plan. Compensation |
Board | For | FOR 3 funds |
AGAINST 3 funds |
| ENCORE ENERGY CORP. | June 11, 2025 | To elect eight directors for the ensuing year: Dennis E. Stover Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 1 fund |
| ENCORE ENERGY CORP. | June 11, 2025 | To elect eight directors for the ensuing year: Susan Hoxie-Key Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 1 fund |
| ENCORE ENERGY CORP. | June 11, 2025 | To elect eight directors for the ensuing year: William M. Sheriff Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 1 fund |
| ENERGY FUELS INC. | June 11, 2025 | Election of Directors: Benjamin Eshleman III Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 1 fund |
| ENTEGRIS INC. | April 23, 2025 | Election of Directors: David Reeder Director Elections |
Board | For | AGAINST 12 funds |
FOR 6 funds |
| EVE HOLDING INC. | May 22, 2025 | Election of Class III Directors: Gerard J. DeMuro Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| EVE HOLDING INC. | May 22, 2025 | Election of Class III Directors: Luis Carlos Affonso Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| EVE HOLDING INC. | May 22, 2025 | Election of Class III Directors: Michael Amalfitano Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| EVGO INC. | May 15, 2025 | Election of Directors: Joseph Esteves Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 1 fund |
| EVGO INC. | May 15, 2025 | Election of Directors: Peter Anderson Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 1 fund |
| EVGO INC. | May 15, 2025 | To approve the amendment of our 2021 Long Term Incentive Plan. Compensation |
Board | For | AGAINST 2 funds |
FOR 1 fund |
| EXTREME NETWORKS INC. | November 14, 2024 | Approve an amendment and restatement of the Extreme Networks, Inc. 2013 Equity Incentive plan to, among other things, add 2,300,000 shares of our common stock to those reserved for issuance under the plan. Compensation |
Board | For | AGAINST 4 funds |
FOR 3 funds |
| EYEPOINT PHARMACEUTICALS INC. | June 18, 2025 | To approve Amendment No. 2 to the EyePoint Pharmaceuticals, Inc. 2023 Long-Term Incentive Plan to increase the number of shares of common stock authorized for issuance thereunder by 2,900,000 shares. Compensation |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| EYEPOINT PHARMACEUTICALS INC. | June 18, 2025 | To approve, on an advisory basis, the compensation paid to the Company's named executive officers as disclosed in the accompanying proxy statement. Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 2 funds |
| FARMER BROS. CO. | February 4, 2025 | Election of Directors: David A. Pace Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 2 funds |
| FARMER BROS. CO. | February 4, 2025 | Election of Directors: Waheed Zaman Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 2 funds |
| FARMER BROS. CO. | February 4, 2025 | To hold an advisory (non-binding) vote to approve the compensation paid to the Company's named executive officers. Say-on-Pay |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| FARMLAND PARTNERS INC. | May 6, 2025 | Advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 4 funds |
FOR 1 fund |
| FARO TECHNOLOGIES INC. | May 21, 2025 | Amendment to the FARO Technologies, Inc. 2022 Equity Incentive Plan to increase the number of shares reserved for issuance thereunder by 1,500,000. Compensation |
Board | For | FOR 5 funds |
AGAINST 4 funds |
| FATE THERAPEUTICS INC. | May 29, 2025 | To approve the amendment and restatement of the Company's 2022 Stock Option and Incentive Plan to increase the number of shares of common stock reserved for issuance thereunder. Compensation |
Board | For | FOR 3 funds |
AGAINST 4 funds |
| FIBROBIOLOGICS INC. | August 27, 2024 | Election of Class I Directors to hold office until 2027: Richard Cilento, Jr. Director Elections |
Board | For | AGAINST 1 fund |
FOR 1 fund |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 13, 2026 from SEC Form N-PX filings.