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Charles Schwab vs Lincoln Financial: how alike they voted, 2024-2025

96.0% When both took a single position, they voted the same way on 96.0% of 14,526 items (13,938 the same, 588 different). 2,107 items where at least one of them split its funds are listed separately below. Both voted on 16,633 items in all.

Charles Schwab 2024-2025 · Lincoln Financial 2024-2025 · Download the item list (CSV)

By who put the item on the ballot. “Same position” = Same / (Same + Differ); split items are not in it. “Fund-level” is a second view over all common items: the chance that a fund of each manager, picked at random, voted the same way, which gives partial credit where a manager split.
Common itemsSame DifferSplit (not in %)Same position Fund-level
All ballot items 16,63313,938588 2,10796.0%91.7%
Board proposals 15,53713,288525 1,72496.2%92.3%
E&S shareholder proposals 2501541 9599.4%90.9%
Other items 84649662 28888.9%81.1%

Where they did not vote alike

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.

CompanyMeetingProposalOn the ballot from Board recommendedCharles SchwabLincoln Financial
PRAIRIE OPERATING CO. June 4, 2025 The election of each of the director nominees: Gizman I. Abbas
Director Elections
Board For AGAINST
1 fund
FOR
1 fund
PRAXIS PRECISION MEDICINES INC. June 26, 2025 To approve, on an advisory (non-binding) basis, the compensation of the named executive officers as disclosed in the Company's proxy statement for the 2025 Annual Meeting of Stockholders pursuant to the applicable compensation disclosure rules of the SEC, including the compensation tables and narrative discussion.
Say-on-Pay
Board For AGAINST
5 funds
FOR
1 fund
PRECIGEN INC. June 26, 2025 Company Proposal - Approval of an amendment to the 2019 Incentive Plan for Non-Employee Service Providers.
Say-on-Pay
Board For AGAINST
4 funds
FOR
1 fund
PRECIGEN INC. June 26, 2025 Company Proposal - Approval, in compliance with Nasdaq Listing Rule 5635(c), of the additional issuance of shares of Series A Preferred Stock and Warrants to Randal J. Kirk as PIK dividends, in order for Mr. Kirk to receive PIK dividends on the Series A Preferred Stock on the same terms as the other investors.
Director Elections
Board For FOR
4 funds
AGAINST
1 fund
PRELUDE THERAPEUTICS INC. June 12, 2025 To approve an amendment to our restated certificate of incorporation, as amended, to increase the number of authorized shares of our non-voting common stock from 12,850,259 to 112,850,259, with a corresponding increase to the total number of authorized shares of our common stock, par value $0.0001 per share.
Capital Structure
Board For FOR
2 funds
AGAINST
1 fund
PRESTO AUTOMATION INC. July 16, 2024 To approve the potential issuance of shares of Common Stock underlying convertible notes and warrants, in an amount in excess of 20.0% of the Company's outstanding Common Stock before the issuance of such convertible notes and warrants, as required by and in accordance with Nasdaq Listing Rule 5635(d), pursuant to (i) the terms of those certain Securities Purchase Agreements, dated January 29, 2024, by and between the Company and the purchasers named therein and (ii) terms of those certain Warrants to Purchase Common Stock, dated January 30, 2024.
Capital Structure
Board For FOR
2 funds
AGAINST
1 fund
PRIMEENERGY RESOURCES CORP. June 5, 2025 Election of Directors: Beverly A. Cummings
Director Elections
Board For FOR
2 funds
WITHHOLD
2 funds
PRIMEENERGY RESOURCES CORP. June 5, 2025 Election of Directors: H. Gifford Fong
Director Elections
Board For WITHHOLD
2 funds
FOR
2 funds
PRIMERICA INC. May 14, 2025 To elect the following directors: Beatriz R. Perez
Director Elections
Board For AGAINST
11 funds
FOR
5 funds
PROFRAC HOLDING CORP. May 28, 2025 To approve the ProFrac Holding Corp. 2025 Employee Stock Purchase Plan.
Compensation
Board For AGAINST
2 funds
FOR
1 fund
QUAD/GRAPHICS INC. May 21, 2025 To approve an amendment to the Quad/Graphics, Inc. 2020 Omnibus Incentive Plan.
Compensation
Board For FOR
2 funds
AGAINST
3 funds
QUAKER CHEMICAL CORP. May 7, 2025 Election of Directors: Fay West
Director Elections
Board For AGAINST
7 funds
FOR
4 funds
QUAKER CHEMICAL CORP. May 7, 2025 Election of Directors: Mark A. Douglas
Director Elections
Board For AGAINST
7 funds
FOR
4 funds
QUEST RESOURCE HOLDING CORP. July 8, 2024 To approve the 2024 Incentive Compensation Plan.
Compensation
Board For FOR
1 fund
AGAINST
1 fund
QUIDELORTHO CORP. May 20, 2025 Approval of, on an advisory basis, the compensation of QuidelOrtho's named executive officers.
Say-on-Pay
Board For FOR
11 funds
AGAINST
2 funds
QXO INC. May 12, 2025 Advisory vote to approve executive compensation.
Say-on-Pay
Board For AGAINST
6 funds
FOR
1 fund
RCM TECHNOLOGIES INC. December 12, 2024 Advisory vote to approve the compensation of our named executive officers for 2023.
Say-on-Pay
Board For FOR
2 funds
AGAINST
1 fund
REDWIRE CORP. June 13, 2025 Merger Transactions Proposal: To approve the Mergers (as defined below), including the issuance of shares of common stock, par value $0.0001 per share, of Redwire Corporation ("Redwire") pursuant to the Mergers (the "Stock Issuance") set forth in the Agreement and Plan of Merger (the "Merger Agreement") dated January 20, 2025 (as amended on February 3, 2025) by and among Redwire, Edge Autonomy Ultimate Holdings, LP, a Delaware limited partnership (f/k/a UAVF Ultimate Holdings, LP), Edge Autonomy Intermediate Holdings, LLC, a Delaware limited liability company (f/k/a UAVF Intermediate Holdings, LLC) ("Edge Autonomy," and together with its subsidiaries, the "Edge Autonomy Group"), Echelon Merger Sub, Inc., a Delaware corporation and a direct wholly-owned subsidiary of Redwire, and Echelon Purchaser, LLC, a Delaware limited liability company and a direct wholly-owned subsidiary of Redwire, pursuant to which Redwire will, via the mergers set forth in the Merger Agreement (the "Mergers"), acquire the Edge Autonomy Group.
Extraordinary Transactions
Board For AGAINST
2 funds
FOR
1 fund
REPOSITRAK INC. November 20, 2024 Election of Directors: Robert W. Allen
Director Elections
Board For FOR
2 funds
WITHHOLD
1 fund
REPOSITRAK INC. November 20, 2024 Election of Directors: Ronald C. Hodge
Director Elections
Board For WITHHOLD
2 funds
FOR
1 fund
REPUBLIC BANCORP INC. April 24, 2025 Approval of the Republic Bancorp, Inc. 2025 Stock Incentive Plan.
Compensation
Board For FOR
5 funds
AGAINST
4 funds
RESOLUTE HOLDINGS MANAGEMENT INC. May 28, 2025 Election of Directors: John D. Cote
Director Elections
Board For FOR
2 funds
WITHHOLD
2 funds
REVOLVE GROUP INC. June 6, 2025 Election of Directors: Melanie Cox
Director Elections
Board For WITHHOLD
4 funds
FOR
4 funds
REYNOLDS C April 23, 2025 Election of Directors: Ann Ziegler
Director Elections
Board Not determined FOR
13 funds
WITHHOLD
2 funds
REYNOLDS C April 23, 2025 Election of Directors: Gregory Cole
Director Elections
Board Not determined FOR
13 funds
WITHHOLD
2 funds
RHYTHM PHARMACEUTICALS INC. June 24, 2025 Approval, on an advisory (non-binding) basis, of the compensation of the named executive officers of the Company.
Say-on-Pay
Board For AGAINST
6 funds
FOR
1 fund
RICHMOND MUTUAL BANCORPORATION INC. May 21, 2025 Election of Directors: E. Michael Blum (3-year term)
Director Elections
Board For FOR
1 fund
WITHHOLD
1 fund
RICHMOND MUTUAL BANCORPORATION INC. May 21, 2025 Election of Directors: Garry D. Kleer (1-year term)
Director Elections
Board For FOR
1 fund
WITHHOLD
1 fund
RIGEL PHARMACEUTICALS INC. May 22, 2025 To approve an amendment to our 2018 Equity Incentive Plan, as amended (the "Amended 2018 Plan"), to add an additional 700,000 shares to the number of shares of common stock authorized for issuance under the Amended 2018 Plan.
Compensation
Board For FOR
3 funds
AGAINST
2 funds
RIGEL PHARMACEUTICALS INC. May 22, 2025 To ratify the selection of Ernst & Young LLP as the independent registered public accounting firm of the Company for its fiscal year ending December 31, 2025.
Audit-related
Board For AGAINST
3 funds
FOR
2 funds
RIOT PLATFORMS INC. June 10, 2025 Election of Directors: Jaime Leverton
Director Elections
Board For WITHHOLD
5 funds
FOR
3 funds
ROOT INC. June 4, 2025 To elect two Class II directors, Jerri DeVard and Nancy Kramer, each to hold office until our Annual Meeting of Stockholders in 2028: Jerri DeVard
Director Elections
Board For AGAINST
2 funds
FOR
1 fund
RUMBLEON INC. June 4, 2025 Election of Directors: Mark Cohen
Director Elections
Board For WITHHOLD
1 fund
FOR
1 fund
RUMBLEON INC. June 4, 2025 Election of Directors: Mark Tkach
Director Elections
Board For FOR
1 fund
WITHHOLD
1 fund
RUMBLEON INC. June 4, 2025 Election of Directors: William Coulter
Director Elections
Board For FOR
1 fund
WITHHOLD
1 fund
SAGA COMMUNICATIONS INC. May 2, 2025 To re-approve the material terms of the Company's Chief Executive Officer Annual Incentive Plan.
Compensation
Board For AGAINST
1 fund
FOR
1 fund
SEAGATE TECHNOLOGY HOLDINGS PLC October 19, 2024 Determine the price Range for the Re-allotment of Treasury Shares under Irish law.
Capital Structure
Board For AGAINST
11 funds
FOR
7 funds
SEI INVESTMENTS CO. May 28, 2025 Election of Directors: William M. Doran
Director Elections
Board For AGAINST
12 funds
FOR
7 funds
SEMPRA May 13, 2025 Election of the following 11 director nominees: Michael N. Mears
Director Elections
Board For FOR
12 funds
AGAINST
1 fund
SEZZLE INC. November 19, 2024 Election of Directors: Paul Paradis
Director Elections
Board For FOR
4 funds
WITHHOLD
1 fund
SEZZLE INC. November 19, 2024 Election of Directors: Stephen East
Director Elections
Board For WITHHOLD
4 funds
FOR
1 fund
SILK ROAD MEDICAL INC. September 5, 2024 To approve, on a non-binding, advisory basis, the compensation that will or may become payable by Silk Road to its named executive officers in connection with the merger contemplated by the merger agreement.
Say-on-Pay
Board For AGAINST
5 funds
FOR
2 funds
SILVACO GROUP INC. May 22, 2025 Election of 9 Director Nominees: Iliya Pesic
Director Elections
Board For FOR
2 funds
AGAINST
1 fund
SILVERCREST ASSET MANAGEMENT GROUP INC. June 4, 2025 To amend our 2012 Equity Incentive Plan, as amended, to increase the authorized number of shares issuable under the plan by 1,500,000 shares.
Compensation
Board For FOR
2 funds
AGAINST
2 funds
SITE CENTERS CORP. May 14, 2025 Election of Directors: John M. Cattonar
Director Elections
Board For AGAINST
9 funds
FOR
3 funds
SITIME CORP. May 30, 2025 Election of Directors: Katherine E. Schuelke
Director Elections
Board For FOR
4 funds
WITHHOLD
4 funds
SL GREEN REALTY CORP. June 3, 2025 Election of Directors: Andrew W. Mathias
Director Elections
Board For AGAINST
11 funds
FOR
4 funds
SLEEP NUMBER CORP. May 28, 2025 Approve Amendment to the Sleep Number Corporation 2020 Equity Incentive Plan to increase the number of shares reserved for issuance by 500,000 shares
Compensation
Board For FOR
7 funds
AGAINST
3 funds
SOFI TECHNOLOGIES INC. May 28, 2025 Election of Directors: Tom Hutton
Director Elections
Board For FOR
10 funds
WITHHOLD
2 funds
SOLID BIOSCIENCES INC. June 12, 2025 Election of Class I Directors: Sukumar Nagendran
Director Elections
Board For FOR
2 funds
WITHHOLD
1 fund
SOLID BIOSCIENCES INC. June 12, 2025 The approval of an advisory vote on executive compensation.
Say-on-Pay
Board For AGAINST
3 funds
FOR
1 fund
SPOTIFY TECHNOLOGY S.A. April 9, 2025 Approve the directors' remuneration for the year 2025.
Compensation
Board For FOR
9 funds
AGAINST
1 fund
SPRINGWORKS THERAPEUTICS INC. May 14, 2025 Election of Class III Directors: Alan Fuhrman
Director Elections
Board For FOR
5 funds
WITHHOLD
2 funds
SS&C TECHNOLOGIES HOLDINGS INC. May 21, 2025 To approve the SS&C Second Amended and Restated 2023 Stock Incentive Plan.
Compensation
Board For AGAINST
11 funds
FOR
1 fund
STANDARD BIOTOOLS INC. June 18, 2025 To approve an amendment to our Amended and Restated 2011 Equity Incentive Plan, as amended, to increase the number of shares of common stock available for issuance thereunder by 17,400,000 shares.
Compensation
Board For FOR
4 funds
AGAINST
1 fund
STAR HOLDINGS May 21, 2025 Election of Trustees: Richard Lieb
Director Elections
Board For FOR
4 funds
WITHHOLD
1 fund
STEM INC. June 4, 2025 To approve an amendment and restatement of the Stem, Inc. 2024 Equity Incentive Plan to increase the number of shares available for issuance by 7,500,000 shares and to extend the plan term.
Compensation
Board For FOR
2 funds
AGAINST
1 fund
STEM INC. June 4, 2025 To approve, on a non-binding, advisory basis, the compensation of our named executive officers.
Say-on-Pay
Board For AGAINST
3 funds
FOR
1 fund
STEM INC. June 4, 2025 To elect the two Class I director nominees for terms expiring in 2028: Laura D'Andrea Tyson
Director Elections
Board For WITHHOLD
2 funds
FOR
1 fund
STEPSTONE GROUP INC September 10, 2024 To ratify the appointment of Ernst & Young LLP as the Company's independent registered public accounting firm for the fiscal year ending March 31, 2025.
Audit-related
Board For AGAINST
7 funds
FOR
7 funds
STEREOTAXIS INC. May 15, 2025 To elect each of the following directors to serve a three-year term as a Class III director until the 2028 Annual Meeting and until their respective successors are duly elected and qualified: Dr. Nathan Fischel
Director Elections
Board For FOR
2 funds
WITHHOLD
1 fund
STEVEN MADDEN LTD. May 21, 2025 Elect Peter A. Davis
Director Elections
Board For WITHHOLD
7 funds
FOR
1 fund
STEVEN MADDEN LTD. May 21, 2025 Elect Peter Migliorini
Director Elections
Board For WITHHOLD
7 funds
FOR
1 fund
STEVEN MADDEN LTD. May 21, 2025 Elect Robert Smith
Director Elections
Board For WITHHOLD
7 funds
FOR
1 fund
STEVEN MADDEN LTD. May 21, 2025 Elect Rose Peabody Lynch
Director Elections
Board For WITHHOLD
7 funds
FOR
1 fund
STEWART IN May 7, 2025 Election of Ten Directors: C. Allen Bradley, Jr.
Director Elections
Board Not determined AGAINST
7 funds
FOR
3 funds
STIFEL FINANCIAL CORP. June 4, 2025 Elect Maura A. Markus
Director Elections
Board For WITHHOLD
12 funds
FOR
1 fund
STITCH FIX INC. December 12, 2024 Election of Directors: Katrina Lake
Director Elections
Board For FOR
7 funds
WITHHOLD
2 funds
STRAWBERRY FIELDS REIT INC. May 1, 2025 Election of Directors: Jack Levine
Director Elections
Board For FOR
1 fund
WITHHOLD
1 fund
STRAWBERRY FIELDS REIT INC. May 1, 2025 Election of Directors: Michael Blisko
Director Elections
Board For FOR
1 fund
WITHHOLD
1 fund
SUMMIT THERAPEUTICS INC. June 12, 2025 ELECTION OF DIRECTORS: Manmeet S. Soni
Director Elections
Board For FOR
8 funds
AGAINST
5 funds
SUMMIT THERAPEUTICS INC. June 12, 2025 ELECTION OF DIRECTORS: Yu (Michelle) Xia
Director Elections
Board For FOR
8 funds
AGAINST
5 funds
SWK HOLDINGS CORP. June 13, 2025 Election of Directors: Robert K. Hatcher
Director Elections
Board For WITHHOLD
2 funds
FOR
1 fund
SYNCHRONOS June 10, 2025 To approve on a non-binding advisory basis the compensation of the Company's named executive officers.
Say-on-Pay
Board Not determined FOR
2 funds
AGAINST
2 funds
TANGO THERAPEUTICS INC. June 5, 2025 To approve, on a non-binding, advisory basis, the compensation of our named executive officers.
Say-on-Pay
Board For AGAINST
5 funds
FOR
1 fund
TELADOC HEALTH INC. May 22, 2025 Approve an amendment to the Teladoc Health, Inc. 2023 Incentive Award Plan.
Compensation
Board For FOR
8 funds
AGAINST
5 funds
TELEFLEX INC. May 9, 2025 Election of Directors: Stephen K. Klasko
Director Elections
Board For AGAINST
15 funds
FOR
3 funds
TERRAN ORBITAL CORP. October 29, 2024 To approve, on a nonbinding advisory basis, compensation that will or may become payable to our named executive officers in connection with the merger.
Say-on-Pay
Board For AGAINST
5 funds
FOR
1 fund
TERRITORIAL BANCORP INC. November 6, 2024 To approve and adopt the Agreement and Plan of Merger, dated as of April 26, 2024 (the "Merger Agreement"), by and between Hope Bancorp, Inc. ("Hope") and Territorial Bancorp Inc. ("Territorial"), and to approve the transactions contemplated by the Merger Agreement, including the merger (the "Merger") of Territorial with and into Hope (collectively, the "Merger Proposal");
Extraordinary Transactions
Board For FOR
1 fund
AGAINST
1 fund
TEVOGEN BIO HOLDINGS INC. June 23, 2025 Election of Directors: Curtis Patton
Director Elections
Board For AGAINST
1 fund
FOR
1 fund
TEVOGEN BIO HOLDINGS INC. June 23, 2025 Election of Directors: Jeffrey Feike
Director Elections
Board For AGAINST
1 fund
FOR
1 fund
TEXTRON INC. April 23, 2025 Election of Directors: Maria T. Zuber
Director Elections
Board For AGAINST
14 funds
FOR
7 funds
THIRD COAST BANCSHARES INC. May 22, 2025 To elect four (4) Class C directors to serve on the board of directors of the Company until the Company's 2028 annual meeting of shareholders, one (1) Class A director to serve on the board of directors of the Company until the Company's 2026 annual meeting of shareholders, and one (1) Class B director to serve on the board of directors of the Company until the Company's 2027 annual meeting of shareholders, and each until their respective successor or successors are duly elected and qualified or until their earlier resignation or removal: Class C Director Nominees: Martin Basaldua
Director Elections
Board For FOR
2 funds
AGAINST
1 fund
TPG INC. June 5, 2025 Election of Directors: Todd Sisitsky
Director Elections
Board For FOR
9 funds
AGAINST / WITHHOLD
4 funds
TPG INC. June 5, 2025 Election of Executive Committee Members: Todd Sisitsky
Director Elections
Board For FOR
9 funds
AGAINST / WITHHOLD
4 funds
TPG RE FINANCE TRUST INC. May 20, 2025 Ratification of the appointment of Deloitte & Touche LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2025.
Audit-related
Board For AGAINST
7 funds
FOR
3 funds
The Wendy's Company May 21, 2025 Election of Directors: Kristin A. Dolan
Director Elections
Board For AGAINST
10 funds
FOR
4 funds
ULTRA CLEAN HOLDINGS INC. May 21, 2025 Election of Directors: Ernest E. Maddock
Director Elections
Board For FOR
7 funds
AGAINST
4 funds
ULTRAGENYX PHARMACEUTICAL INC. May 15, 2025 Approval of the Second Amended and Restated 2023 Incentive Plan.
Compensation
Board For FOR
7 funds
AGAINST
5 funds
ULTRALIFE CORP. July 16, 2024 To approve the adoption of the Ultralife Corporation 2024 Long-Term Incentive Plan.
Compensation
Board For FOR
1 fund
AGAINST
1 fund
UNITED SECURITY BANCSHARES May 21, 2025 Approval of an amendment to the Company's Articles of Incorporation to increase the number of authorized common shares from 20,000,000 to 50,000,000.
Capital Structure
Board For FOR
1 fund
AGAINST
1 fund
UNITED SECURITY BANCSHARES May 21, 2025 Approval of the United Securities Bancshares 2025 Equity Incentive Award Plan.
Compensation
Board For FOR
1 fund
AGAINST
1 fund
UNITEDHEALTH GROUP INC. June 2, 2025 Election of Directors: Andrew Witty
Director Elections
Board For ABSTAIN
16 funds
AGAINST
1 fund
UNITEDHEALTH GROUP INC. June 2, 2025 Election of Directors: Timothy Flynn
Director Elections
Board For AGAINST
16 funds
FOR
16 funds
UNIVERSAL INSURANCE HOLDINGS INC. June 12, 2025 Election of twelve directors: Francis X. McCahill, III
Director Elections
Board For AGAINST
4 funds
FOR
4 funds
UR-ENERGY INC. June 5, 2025 Election of Directors: Gary C. Huber
Director Elections
Board For AGAINST
1 fund
FOR
1 fund
UROGEN PHARMA LTD August 6, 2024 To approve the Company's 2024 non-employee director and officer compensation policy.
Compensation
Board For AGAINST
1 fund
FOR
1 fund
USANA HEALTH SCIENCES INC. May 19, 2025 Approval of the USANA Health Sciences, Inc. 2025 Equity Incentive Plan.
Compensation
Board For FOR
7 funds
AGAINST
4 funds
V.F. CORP. July 23, 2024 Vote to approve the amendment and restatement of the 1996 Stock Compensation Plan.
Compensation
Board For FOR
12 funds
AGAINST
3 funds
VARONIS SYSTEMS INC. June 5, 2025 To approve additional shares for issuance under the Amended and Restated Varonis Systems, Inc. 2023 Omnibus Equity Incentive Plan.
Compensation
Board For AGAINST
6 funds
FOR
3 funds

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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.