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 |
|---|---|---|---|---|---|---|
| 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 |
| FIBROBIOLOGICS INC. | June 12, 2025 | Approval of an amendment to the Amended and Restated Certificate of Incorporation to increase the authorized capital stock. Capital Structure |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| FIBROBIOLOGICS INC. | June 12, 2025 | Election of Class II Directors to hold office until 2028: Matthew Link Director Elections |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| FIBROBIOLOGICS INC. | June 12, 2025 | Election of Class II Directors to hold office until 2028: Victoria Niklas, M.D. Director Elections |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| FIRST AMERICAN FINANCIAL CORP. | May 13, 2025 | Election of Class III director nominees: Parker S. Kennedy Director Elections |
Board | For | AGAINST 12 funds |
FOR 4 funds |
| FIRST CAPITAL INC. | May 21, 2025 | Election of Directors: Christopher L. Byrd Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 1 fund |
| FIRST CAPITAL INC. | May 21, 2025 | Election of Directors: John M. Shireman Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 1 fund |
| FIRST CAPITAL INC. | May 21, 2025 | Election of Directors: Mark D. Shireman Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 1 fund |
| FIRST CAPITAL INC. | May 21, 2025 | Election of Directors: Pamela G. Kraft Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 1 fund |
| FIRST HORIZON CORP. | April 29, 2025 | Ratification of appointment of KPMG LLP as auditors. Audit-related |
Board | For | AGAINST 12 funds |
FOR 6 funds |
| FIRST SEACOAST BANCORP INC. | May 29, 2025 | To elect two directors to serve for a term of three years: Mark P. Boulanger Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 1 fund |
| FIRST SEACOAST BANCORP INC. | May 29, 2025 | To elect two directors to serve for a term of three years: Michael J. Bolduc Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 1 fund |
| FLAGSTAR FINANCIAL INC. | June 4, 2025 | Election of Directors: Marshall Lux Director Elections |
Board | For | AGAINST 8 funds |
FOR 3 funds |
| FLUSHING FINANCIAL CORP. | May 28, 2025 | Election of Class C Directors (for a term expiring in 2028): James D. Bennett Director Elections |
Board | For | FOR 4 funds |
AGAINST 3 funds |
| FORD MOTOR CO. | May 8, 2025 | Election of Directors: Jon M. Huntsman, Jr. Director Elections |
Board | For | AGAINST 13 funds |
FOR 4 funds |
| FORGE GLOBAL HOLDINGS INC. | June 20, 2025 | Approve, on a non-binding advisory basis, the compensation paid to the named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 1 fund |
| FORTREA HOLDINGS INC. | June 10, 2025 | Election of Directors: Erin L. Russell Director Elections |
Board | For | AGAINST 9 funds |
FOR 2 funds |
| FRONTVIEW REIT INC. | May 27, 2025 | Election of directors: Robert Green Director Elections |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| GARMIN LTD | June 6, 2025 | Re-election of Min H. Kao as Executive Chairman Corporate Governance |
Board | For | AGAINST 12 funds |
FOR 7 funds |
| GE AEROSPACE | May 6, 2025 | Election of Directors: Stephen Angel Director Elections |
Board | For | AGAINST 13 funds |
FOR 8 funds |
| GENIE ENERGY LTD. | May 6, 2025 | Election of Directors: Howard S. Jonas Director Elections |
Board | For | FOR 2 funds |
AGAINST 3 funds |
| GETTY REALTY CORP. | April 22, 2025 | Election of Directors: Mary Lou Malanoski Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 1 fund |
| GETTY REALTY CORP. | April 22, 2025 | Election of Directors: Milton Cooper Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 1 fund |
| GETTY REALTY CORP. | April 22, 2025 | Election of Directors: Philip E. Coviello Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 1 fund |
| GLOBAL BUSINESS TRAVEL GROUP INC. | June 11, 2025 | Election of four Class III directors: Michael Gregory (Greg) O'Hara Director Elections |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| GLOBAL BUSINESS TRAVEL GROUP INC. | June 11, 2025 | Election of four Class III directors: Raymond Donald Joabar Director Elections |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| GOHEALTH INC. | June 18, 2025 | To approve, on an advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 1 fund |
| GRAFTECH INTERNATIONAL LTD. | May 8, 2025 | Election of Directors: Michel J. Dumas Director Elections |
Board | For | AGAINST 7 funds |
FOR 1 fund |
| GRAHAM CORP. | August 20, 2024 | Election of two director nominees: Daniel J. Thoren Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 1 fund |
| GRAHAM CORP. | August 20, 2024 | Election of two director nominees: Lisa M. Schnorr Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 1 fund |
| GRAIL INC. | May 29, 2025 | Election of Class I Director to serve until the 2028 Annual Meeting of Stockholders, and until their respective successor has been duly elected and qualified: William (Bill) Chase Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 2 funds |
| GRANITE POINT MORTGAGE TRUST INC. | June 5, 2025 | To approve on an advisory basis the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 1 fund |
| GRAY MEDIA INC. | May 7, 2025 | The approval of the amendment and restatement of the Gray Media, Inc. 2022 Equity and Incentive Compensation Plan. Compensation |
Board | For | AGAINST 7 funds |
FOR 5 funds |
| GREENE COUNTY BANCORP INC. | November 2, 2024 | Election of Directors: Michelle M. Plummer, CPA, CGMA Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 1 fund |
| GREENWICH LIFESCIENCES INC. | December 19, 2024 | Proposal to approve an amendment to the Greenwich Life Sciences, Inc. 2019 Equity Incentive Plan to increase the number of shares of common stock reserved for issuance under such plan to 4,000,000 shares from 1,500,000 shares. Compensation |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| HAWTHORN BANCSHARES INC. | June 3, 2025 | Proposal to ratify the selection of the accounting firm of Forvis Mazars, LLP as the Company's independent registered public accounting firm for 2025. Audit-related |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| HAYWARD HOLDINGS INC. | May 22, 2025 | Election of Directors: Edward Ward Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 2 funds |
| HAYWARD HOLDINGS INC. | May 22, 2025 | Election of Directors: Lawrence Silber Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 2 funds |
| HBT FINANCIAL INC. | May 20, 2025 | Election of Directors: Roger A. Baker Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 5 funds |
| HCA HEALTHCARE INC. | April 24, 2025 | Election of Directors: Hugh F. Johnston Director Elections |
Board | For | AGAINST 14 funds |
FOR 8 funds |
| HILLEVAX INC. | June 23, 2025 | To elect three directors to serve as Class III directors for a three-year term to expire at the 2028 annual meeting of stockholders: Robert Hershberg, M.D., Ph. D. Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 2 funds |
| HIMS & HERS HEALTH INC. | June 12, 2025 | Advisory approval of the Company's executive compensation. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 3 funds |
| HOVNANIAN ENTERPRISES INC. | March 27, 2025 | Election of directors: Edward A. Kangas Director Elections |
Board | For | FOR 7 funds |
AGAINST 4 funds |
| HOVNANIAN ENTERPRISES INC. | March 27, 2025 | Election of directors: Joseph A. Marengi Director Elections |
Board | For | FOR 7 funds |
AGAINST 4 funds |
| IBOTTA INC. | May 28, 2025 | Election of Directors: Amanda Baldwin Director Elections |
Board | For | AGAINST 4 funds |
FOR 1 fund |
| IBOTTA INC. | May 28, 2025 | Election of Directors: Thomas D. Lehrman Director Elections |
Board | For | AGAINST 4 funds |
FOR 1 fund |
| IDENTIV INC. | June 10, 2025 | Election of Directors: Laura Angelini Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 1 fund |
| IDENTIV INC. | June 10, 2025 | To approve the compensation of the Company's named executive officers, on a non-binding advisory basis; and Say-on-Pay |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| IDT CORP. | December 12, 2024 | Election of Directors: Elaine S. Yatzkan Director Elections |
Board | For | FOR 4 funds |
AGAINST 3 funds |
| IDT CORP. | December 12, 2024 | Election of Directors: Howard S. Jonas Director Elections |
Board | For | FOR 4 funds |
AGAINST 3 funds |
| IMMUNITYBIO INC. | June 18, 2025 | Election of Directors: Barry J. Simon, M.D. Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| IMMUNITYBIO INC. | June 18, 2025 | Election of Directors: Patrick Soon-Shiong, M.D. Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| INDIE SEMICONDUCTOR INC. | June 4, 2025 | To approve an amendment to the 2021 Omnibus Equity Incentive Plan to increase the number of shares of Class A Common Stock reserved for issuance thereunder by 17,000,000 shares. Compensation |
Board | For | FOR 4 funds |
AGAINST 3 funds |
| INDIE SEMICONDUCTOR INC. | June 4, 2025 | To elect three Class I directors for terms expiring at the 2028 Annual Meeting of Stockholders: Ichiro Aoki Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| INFORMATIC | June 18, 2025 | Advisory vote on the compensation of our named executive officers. Say-on-Pay |
Board | Not determined | FOR 9 funds |
AGAINST 2 funds |
| INMUNE BIO INC. | June 10, 2025 | To approve the Second Amended and Restated INmune Bio Inc. 2021 Stock Incentive Plan. Compensation |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| INNOVAGE HOLDING CORP. | December 5, 2024 | Election of Class I Directors: Andrew Cavanna Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| INNOVAGE HOLDING CORP. | December 5, 2024 | Election of Class I Directors: Thomas Scully Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| INNOVIVA INC. | May 19, 2025 | Elect five directors to serve until the 2026 Annual Meeting of Stockholders: Mark A. DiPaolo, Esq. Director Elections |
Board | For | AGAINST 7 funds |
FOR 4 funds |
| INOGEN INC. | May 14, 2025 | To approve the Inogen, Inc. Amended and Restated 2023 Equity Incentive Plan. Compensation |
Board | For | AGAINST 2 funds |
FOR 4 funds |
| INSIGHT EN | May 13, 2025 | Election of Directors: Catherine Courage Director Elections |
Board | Not determined | AGAINST 10 funds |
FOR 5 funds |
| INTRA-CELLULAR THERAPIES INC. | March 27, 2025 | To approve, on an advisory (non-binding) basis, the compensation that may be paid or become payable to ITI'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 11 funds |
AGAINST 2 funds |
| IOVANCE BIOTHERAPEUTICS INC. | June 10, 2025 | To elect seven directors to serve until the 2026 Annual Meeting of Stockholders: Athena Countouriotis, M.D. Director Elections |
Board | For | FOR 3 funds |
AGAINST 2 funds |
| ISPIRE TECHNOLOGY INC. | June 24, 2025 | Election of Directors: Brent Cox 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.