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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

2,695 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.

CompanyMeetingProposalOn the ballot from Board recommendedCharles SchwabLincoln Financial
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
VARONIS SYSTEMS INC. June 5, 2025 To approve, on a non-binding, advisory basis, the executive compensation of our named executive officers.
Say-on-Pay
Board For AGAINST
7 funds
FOR
3 funds
VELOCITY FINANCIAL INC. May 23, 2025 Election of Directors: John A. Pless
Director Elections
Board For AGAINST
4 funds
FOR
3 funds
VENTURE GLOBAL INC. May 21, 2025 Advisory vote on executive compensation.
Say-on-Pay
Board For AGAINST
5 funds
FOR
1 fund
VERU INC. March 13, 2025 To amend the Veru Inc. 2018 Equity Incentive Plan.
Compensation
Board For FOR
2 funds
AGAINST
1 fund
VIANT TECHNOLOGY INC. June 5, 2025 To elect one Class I director, Max Valdes, to hold office until our Annual Meeting of Stockholders in 2028 and until his successor is duly elected and qualified, or until his earlier death, resignation or removal: Max Valdes
Director Elections
Board For FOR
2 funds
WITHHOLD
1 fund
VIRGIN GALACTIC HOLDINGS INC. June 5, 2025 Approval, on an advisory (non-binding) basis, of the compensation of our named executive officers.
Say-on-Pay
Board For AGAINST
5 funds
FOR
1 fund
VIRIDIAN THERAPEUTICS INC. June 20, 2025 To approve a further amendment and restatement of the Company's Amended and Restated 2016 Equity Incentive Plan, including increasing the number of shares available for issuance thereunder by 8,000,000 shares.
Compensation
Board For FOR
4 funds
AGAINST
1 fund
VOYAGER THERAPEUTICS INC. June 3, 2025 To approve the Voyager Therapeutics, Inc. 2025 Stock Incentive Plan.
Compensation
Board For FOR
2 funds
AGAINST
3 funds
WAVE LIFE SCIENCES LTD. August 6, 2024 To authorize the Board of Directors to allot and issue Ordinary Shares of Wave Life Sciences Ltd.
Capital Structure
Board For FOR
3 funds
AGAINST
1 fund
WEBTOON ENTERTAINMENT INC. June 4, 2025 Election of Director: Nancy Dubuc (Class I)
Director Elections
Board For WITHHOLD
4 funds
FOR
1 fund
WELLS FARGO & CO. April 29, 2025 Ratification of the appointment of KPMG LLP as the Company s independent registered public accounting firm for 2025.
Audit-related
Board For FOR
12 funds
AGAINST
1 fund
WESTWOOD H April 30, 2025 To approve the Eleventh Amended and Restated Westwood Holdings Group, Inc. Stock Incentive Plan.
Compensation
Board Not determined FOR
1 fund
AGAINST
2 funds
WHEELS UP EXPERIENCE INC. June 10, 2025 To approve an amendment to the Wheels Up Experience Inc. 2021 Long-Term Incentive Plan, as amended and restated April 1, 2023 (as previously amended by Amendment No. 1 thereto, the "Amended and Restated 2021 LTIP"), to increase the aggregate number of shares of the Company's Class A common stock, $0.0001 par value per share ("Common Stock"), available for awards made under the Amended and Restated 2021 LTIP and extend the termination date of such plan to March 26, 2035.
Compensation
Board For FOR
4 funds
AGAINST
1 fund
WHEELS UP EXPERIENCE INC. June 10, 2025 To approve the Wheels Up Experience Inc. Performance Award Agreement, dated as of May 20, 2024, granted to David Harvey, the Company's Chief Commercial Officer, and authorize the Company to issue up to 15,000,000 shares of Common Stock thereunder, subject to the satisfaction of the applicable vesting conditions under such plan, if at all.
Compensation
Board For AGAINST
4 funds
FOR
1 fund
WHEELS UP EXPERIENCE INC. June 10, 2025 To approve the non-binding, advisory vote to approve named executive officer compensation for the fiscal year ended December 31, 2024.
Say-on-Pay
Board For AGAINST
5 funds
FOR
1 fund
WILLIAMS-SONOMA INC. June 11, 2025 Election of directors: William Ready
Director Elections
Board For AGAINST
15 funds
FOR
6 funds
WILLIS LEASE FINANCE CORP. June 5, 2025 Elect two Class III Directors to serve until the 2028 Annual Meeting of Stockholders, specifically and as nominated by the Board of Directors: Brendan J. Curran
Director Elections
Board For FOR
4 funds
AGAINST
4 funds
WM TECHNOLOGY INC. June 24, 2025 Non-binding advisory vote to Approve The Compensation Of Our Named Executive Officers For The Year Ended December 31, 2024.
Say-on-Pay
Board For AGAINST
3 funds
FOR
1 fund
WORKIVA INC. May 29, 2025 Election of Directors: Martin J. Vanderploeg, Ph.D.
Director Elections
Board For FOR
5 funds
WITHHOLD
2 funds
X4 PHARMACEUTICALS INC. June 9, 2025 To elect the one (1) nominee named in the accompanying proxy statement (the "Proxy Statement"), R. Keith Woods, to the Board of Directors to hold office until the 2028 Annual Meeting of Stockholders and until his successor is duly elected and qualified until his earlier death, resignation or removal: R. Keith Woods
Director Elections
Board For FOR
1 fund
WITHHOLD
1 fund
X4 PHARMACEUTICALS INC. June 9, 2025 To hold a non-binding, advisory "say-on-pay" vote on the Company's executive compensation.
Say-on-Pay
Board For AGAINST
2 funds
FOR
1 fund
XOMA ROYALTY CORP. May 28, 2025 Approval of the Amended and Restated 2010 Long Term Incentive and Stock Award Plan.
Compensation
Board For FOR
2 funds
AGAINST
1 fund
ZEDGE INC. January 15, 2025 Election of Directors: Elliot Gibber
Director Elections
Board For FOR
1 fund
AGAINST
2 funds
ZEDGE INC. January 15, 2025 Election of Directors: Michael Jonas
Director Elections
Board For FOR
1 fund
AGAINST
2 funds
ZEDGE INC. January 15, 2025 Election of Directors: Paul Packer
Director Elections
Board For FOR
1 fund
AGAINST
2 funds
ALPHABET INC. June 6, 2025 Stockholder proposal regarding a report on alignment of lobbying activities with child safety policies
Human Rights or Human Capital/workforce
Shareholder (E&S) Against AGAINST
14 funds
Split
3 FOR, 13 AGAINST
ALPHABET INC. June 6, 2025 Stockholder proposal regarding a report on online safety for children
Compensation
Shareholder (E&S) Against AGAINST
14 funds
Split
3 FOR, 13 AGAINST
ALPHABET INC. June 6, 2025 Stockholder proposal regarding a report on the due diligence process to assess human rights risks in CAHRA
Human Rights or Human Capital/workforce
Shareholder (E&S) Against AGAINST
14 funds
Split
1 FOR, 15 AGAINST
ALPHABET INC. June 6, 2025 Stockholder proposal regarding an enhanced disclosure on climate goals
Environment or Climate
Shareholder (E&S) Against AGAINST
14 funds
Split
4 FOR, 12 AGAINST
AMAZON.COM May 21, 2025 SHAREHOLDER PROPOSAL REQUESTING A REPORT ON PACKAGING MATERIALS
Environment or Climate
Shareholder (E&S) Against AGAINST
14 funds
Split
2 FOR, 18 AGAINST
AMAZON.COM May 21, 2025 SHAREHOLDER PROPOSAL REQUESTING A REPORT ON WAREHOUSE WORKING CONDITIONS
Human Rights or Human Capital/workforce
Shareholder (E&S) Against FOR
14 funds
Split
5 FOR, 16 AGAINST
AMAZON.COM May 21, 2025 SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON IMPACT OF DATA CENTERS ON CLIMATE COMMITMENTS
Environment or Climate
Shareholder (E&S) Against AGAINST
14 funds
Split
4 FOR, 17 AGAINST
AMAZON.COM May 21, 2025 SHAREHOLDER PROPOSAL REQUESTING ALTERNATIVE EMISSIONS REPORTING
Environment or Climate
Shareholder (E&S) Against AGAINST
14 funds
Split
3 FOR, 18 AGAINST
AMAZON.COM May 21, 2025 SHAREHOLDER PROPOSAL REQUESTING AN ASSESSMENT OF BOARD STRUCTURE FOR OVERSIGHT OF AI
Human Rights or Human Capital/workforce
Shareholder (E&S) Against AGAINST
14 funds
Split
3 FOR, 18 AGAINST
APPLE INC. February 25, 2025 A shareholder proposal entitled "Report on Ethical AI Data Acquisition and Usage"
Human Rights or Human Capital/workforce
Shareholder (E&S) Against AGAINST
15 funds
Split
3 FOR, 14 AGAINST
AUTONATION INC. April 23, 2025 Adoption of stockholder proposal regarding political contributions.
Other Social Issues
Shareholder (E&S) Against AGAINST
11 funds
Split
2 FOR, 2 AGAINST
BANK OF AMERICA CORP. April 22, 2025 Shareholder proposal requesting disclosure of energy financing ratio
Environment or Climate
Shareholder (E&S) Against AGAINST
13 funds
Split
1 FOR, 16 AGAINST

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How items are matched and positions counted: see the comparison table and the methodology. Built October 18, 2026 from SEC Form N-PX filings.