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 |
|---|---|---|---|---|---|---|
| ALIGN TECHNOLOGY INC. | May 21, 2025 | Election of Directors: George J. Morrow Director Elections |
Board | For | FOR 14 funds |
Split 5 FOR, 1 AGAINST |
| ALKERMES PLC | May 21, 2025 | To approve the Alkermes plc 2018 Stock Option and Incentive Plan, as amended. Compensation |
Board | For | FOR 11 funds |
Split 6 FOR, 1 AGAINST |
| ALLEGIANT TRAVEL CO. | June 26, 2025 | Approval of an amendment to the Allegiant Travel Company 2022 Long-Term Incentive Plan. Compensation |
Board | For | FOR 7 funds |
Split 1 FOR, 3 AGAINST |
| ALLOGENE THERAPEUTICS INC. | June 18, 2025 | Election of Directors: Arie Belldegrun, M.D. Director Elections |
Board | For | FOR 4 funds |
Split 1 FOR, 3 WITHHOLD |
| ALLOGENE THERAPEUTICS INC. | June 18, 2025 | Election of Directors: David Chang, M.D., Ph.D. Director Elections |
Board | For | FOR 4 funds |
Split 2 FOR, 2 WITHHOLD |
| ALLOGENE THERAPEUTICS INC. | June 18, 2025 | Election of Directors: Elizabeth Barrett Director Elections |
Board | For | WITHHOLD 4 funds |
Split 1 FOR, 3 WITHHOLD |
| ALLSTA | May 29, 2025 | Advisory vote to approve the compensation of the named executives. Say-on-Pay |
Board | Not determined | FOR 17 funds |
Split 14 FOR, 2 AGAINST |
| ALLY FINANCIAL INC. | May 6, 2025 | Advisory vote on executive compensation. Say-on-Pay |
Board | For | FOR 14 funds |
Split 4 FOR, 2 AGAINST |
| ALLY FINANCIAL INC. | May 6, 2025 | Election of Directors: Kim S. Fennebresque Director Elections |
Board | For | FOR 13 funds |
Split 4 FOR, 2 AGAINST |
| ALNYLAM PHARMACEUTICALS | May 8, 2025 | To approve the second amended and restated 2018 Stock Incentive Plan. Compensation |
Board | For | FOR 9 funds |
Split 5 FOR, 4 AGAINST |
| ALNYLAM PHARMACEUTICALS INC. | May 8, 2025 | To approve, in a non-binding advisory vote, the compensation of Alnylam's named executive officers. Say-on-Pay |
Board | For | FOR 11 funds |
Split 3 FOR, 6 AGAINST |
| ALPHABET INC. | June 6, 2025 | Election of ten directors: Frances H. Arnold Director Elections |
Board | For | FOR 14 funds |
Split 8 FOR, 7 AGAINST |
| ALPHABET INC. | June 6, 2025 | Election of ten directors: John L. Hennessy Director Elections |
Board | For | AGAINST 14 funds |
Split 6 FOR, 9 AGAINST |
| ALPHABET INC. | June 6, 2025 | Election of ten directors: K. Ram Shriram Director Elections |
Board | For | FOR 14 funds |
Split 6 FOR, 9 AGAINST |
| ALPHABET INC. | June 6, 2025 | Election of ten directors: L. John Doerr Director Elections |
Board | For | AGAINST 14 funds |
Split 6 FOR, 9 AGAINST |
| ALPHABET INC. | June 6, 2025 | Election of ten directors: Larry Page Director Elections |
Board | For | AGAINST 14 funds |
Split 6 FOR, 9 AGAINST |
| ALPHABET INC. | June 6, 2025 | Election of ten directors: Robin L. Washington Director Elections |
Board | For | FOR 14 funds |
Split 8 FOR, 7 AGAINST |
| ALPHATEC HOLDINGS INC. | June 11, 2025 | To elect nine persons to our Board of Directors: Mortimer Berkowitz III Director Elections |
Board | For | WITHHOLD 4 funds |
Split 1 FOR, 1 WITHHOLD |
| ALTA EQUIPMENT GROUP INC. | May 30, 2025 | Election of Directors: Sidhartha Nair Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 2 WITHHOLD |
| AMAZON.COM | May 21, 2025 | ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION Say-on-Pay |
Board | For | FOR 17 funds |
Split 16 FOR, 6 AGAINST |
| AMAZON.COM | May 21, 2025 | RATIFICATION OF THE APPOINTMENT OF ERNST & YOUNG LLP AS INDEPENDENT AUDITORS Audit-related |
Board | For | FOR 14 funds |
Split 20 FOR, 1 AGAINST |
| AMAZON.COM INC. | May 21, 2025 | ELECTION OF DIRECTORS: Andrew Y. Ng Director Elections |
Board | For | FOR 14 funds |
Split 17 FOR, 2 AGAINST |
| AMAZON.COM INC. | May 21, 2025 | ELECTION OF DIRECTORS: Daniel P. Huttenlocher Director Elections |
Board | For | FOR 14 funds |
Split 17 FOR, 2 AGAINST |
| AMAZON.COM INC. | May 21, 2025 | ELECTION OF DIRECTORS: Edith W. Cooper Director Elections |
Board | For | FOR 14 funds |
Split 17 FOR, 2 AGAINST |
| AMAZON.COM INC. | May 21, 2025 | ELECTION OF DIRECTORS: Jeffrey P. Bezos Director Elections |
Board | For | FOR 14 funds |
Split 18 FOR, 1 AGAINST |
| AMBAC FINANCIAL GROUP INC. | May 28, 2025 | To approve, on a non-binding advisory basis, the compensation for our named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
Split 1 FOR, 2 AGAINST |
| AMC NETWORKS INC | June 5, 2025 | Advisory vote on Named Executive Officer compensation Say-on-Pay |
Board | For | AGAINST 8 funds |
Split 2 FOR, 3 AGAINST |
| AMCOR PLC | November 6, 2024 | Election of Directors: Nicholas T. Long (Tom) Director Elections |
Board | For | FOR 14 funds |
Split 2 FOR, 1 AGAINST |
| AMEDISYS INC. | December 30, 2024 | To approve, on an advisory (non-binding) basis, the compensation paid to the Company's Named Executive Officers, as set forth in the Company's 2024 Proxy Statement ("Say on Pay" Vote). Say-on-Pay |
Board | For | FOR 9 funds |
Split 2 FOR, 2 AGAINST |
| AMERICA'S CAR-MART INC. | August 27, 2024 | To approve an advisory resolution regarding the Company's compensation of its named executive officers. Say-on-Pay |
Board | For | FOR 8 funds |
Split 1 FOR, 2 AGAINST |
| AMERICA'S CAR-MART INC. | August 27, 2024 | To approve the America's Car-Mart, Inc. 2024 Equity Incentive Plan. Compensation |
Board | For | FOR 7 funds |
Split 2 FOR, 1 AGAINST |
| AMERICAN AXLE & MANUFACTURING HLDGS INC. | May 1, 2025 | Approval, on an advisory basis, of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 9 funds |
Split 2 FOR, 2 AGAINST |
| AMERICAN AXLE & MANUFACTURING HOLDINGS INC. | May 1, 2025 | Election of Directors: Herbert K. Parker Director Elections |
Board | For | FOR 8 funds |
Split 3 FOR, 1 AGAINST |
| AMERICAN E | April 29, 2025 | Election of Directors: Art A. Garcia Director Elections |
Board | Not determined | FOR 12 funds |
Split 4 FOR, 2 AGAINST |
| AMERICAN INTERNATIONAL GROUP INC. | May 14, 2025 | Advisory Vote to Approve Named Executive Officer Compensation. Say-on-Pay |
Board | For | AGAINST 14 funds |
Split 4 FOR, 2 AGAINST |
| AMERICAN INTERNATIONAL GROUP INC. | May 14, 2025 | Election of Directors: DIANA M. MURPHY Director Elections |
Board | For | AGAINST 12 funds |
Split 2 FOR, 2 AGAINST |
| AMERICAN INTERNATIONAL GROUP INC. | May 14, 2025 | Election of Directors: JAMES (JIMMY) DUNNE III Director Elections |
Board | For | AGAINST 12 funds |
Split 2 FOR, 2 AGAINST |
| AMERICAN INTERNATIONAL GROUP INC. | May 14, 2025 | Election of Directors: LINDA A. MILLS Director Elections |
Board | For | AGAINST 12 funds |
Split 2 FOR, 2 AGAINST |
| AMERICAN SOFTWARE INC. | August 20, 2024 | To approve the adoption of the 2024 Equity Compensation Plan. Compensation |
Board | For | FOR 2 funds |
Split 2 FOR, 1 AGAINST |
| AMERIPRISE FINANCIAL INC. | April 30, 2025 | To approve the compensation of the named executive officers by a nonbinding advisory vote. Say-on-Pay |
Board | For | FOR 16 funds |
Split 11 FOR, 2 AGAINST |
| AMETEK INC. | May 7, 2025 | Approval, by advisory vote, of the compensation of AMETEK, Inc.'s named executive officers. Say-on-Pay |
Board | For | FOR 15 funds |
Split 9 FOR, 2 AGAINST |
| AMETEK INC. | May 7, 2025 | Election of Directors for a term of three years: Dean Seavers Director Elections |
Board | For | FOR 13 funds |
Split 8 FOR, 2 AGAINST |
| AMGEN INC. | May 23, 2025 | To ratify the selection of Ernst & Young LLP as our independent registered public accountants for the fiscal year ending December 31, 2025. Audit-related |
Board | For | FOR 15 funds |
Split 10 FOR, 1 AGAINST |
| AMICUS THERAPEUTICS INC. | June 5, 2025 | Approval of the 2025 Equity Incentive Plan. Compensation |
Board | For | FOR 5 funds |
Split 3 FOR, 2 AGAINST |
| AMKOR TECHNOLOGY INC. | May 15, 2025 | Advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 13 funds |
Split 2 FOR, 3 AGAINST |
| AMKOR TECHNOLOGY INC. | May 15, 2025 | Election of Directors: Winston J. Churchill Director Elections |
Board | For | FOR 12 funds |
Split 4 FOR, 1 AGAINST |
| AMN HEALTHCARE SERVICES INC. | May 2, 2025 | To approve, by non-binding advisory vote, the compensation paid to our named executive officers. Say-on-Pay |
Board | For | AGAINST 8 funds |
Split 1 FOR, 2 AGAINST |
| AMNEAL PHARMACEUTICALS INC. | May 6, 2025 | Election of Directors: Gautam Patel Director Elections |
Board | For | FOR 5 funds |
Split 3 FOR, 1 AGAINST |
| AMNEAL PHARMACEUTICALS INC. | May 6, 2025 | Election of Directors: Paul Meister Director Elections |
Board | For | FOR 5 funds |
Split 1 FOR, 3 AGAINST |
| AMPHENOL CORP. | May 15, 2025 | Approval of an amendment to the Company's Restated Certificate of Incorporation to increase the number of authorized shares of Common Stock Capital Structure |
Board | For | AGAINST 14 funds |
Split 7 FOR, 1 AGAINST |
| AMPLITUDE INC. | June 12, 2025 | The approval, on an advisory (non-binding) basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
Split 1 FOR, 1 AGAINST |
| ANGIODYNAMICS INC. | November 12, 2024 | Approval of an amendment to increase the number of shares available for issuance under the AngioDynamics, Inc. 2020 Equity Incentive Plan. Compensation |
Board | For | FOR 4 funds |
Split 3 FOR, 1 AGAINST |
| ANIKA THERAPEUTICS INC. | June 20, 2025 | Advisory vote on the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 6 funds |
Split 1 FOR, 2 AGAINST |
| ANIKA THERAPEUTICS INC. | June 20, 2025 | Approval of the Amendment to the Anika Therapeutics, Inc. 2017 Omnibus Incentive Plan. Compensation |
Board | For | FOR 5 funds |
Split 2 FOR, 1 AGAINST |
| ANNALY CAP | May 14, 2025 | Advisory approval of the Company's executive compensation. Say-on-Pay |
Board | Not determined | FOR 14 funds |
Split 1 FOR, 1 AGAINST |
| ANSYS INC. | June 27, 2025 | Election of Seven Directors for One-Year Terms: Ravi Vijayaraghavan Director Elections |
Board | For | AGAINST 13 funds |
Split 4 FOR, 2 AGAINST |
| ANTERIX INC. | August 6, 2024 | To approve Amendment No. 1 to the Anterix Inc. 2023 Stock Plan to increase the number of shares available for issuance under the plan and clarify certain vesting restriction provisions. Compensation |
Board | For | FOR 4 funds |
Split 3 FOR, 1 AGAINST |
| ANTERIX INC. | August 6, 2024 | To approve, on an advisory (non-binding) basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
Split 1 FOR, 3 AGAINST |
| ANTERO RESOURCES CORP. | June 4, 2025 | To approve, on an advisory basis, the compensation of Antero Resources Corporation's named executive officers. Say-on-Pay |
Board | For | AGAINST 13 funds |
Split 2 FOR, 2 AGAINST |
| ANYWHERE REAL ESTATE INC. | May 7, 2025 | Advisory Approval of the Compensation of Our Named Executive Officers. Say-on-Pay |
Board | For | FOR 9 funds |
Split 2 FOR, 2 AGAINST |
| ANYWHERE REAL ESTATE INC. | May 7, 2025 | Approval of the Third Amended and Restated 2018 Long-Term Incentive Plan. Compensation |
Board | For | FOR 8 funds |
Split 1 FOR, 3 AGAINST |
| API GROUP | May 16, 2025 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | Not determined | FOR 13 funds |
Split 6 FOR, 1 AGAINST |
| APOLLO GLOBAL MANAGEMENT INC. | June 6, 2025 | Election of Directors: Lynn Swann Director Elections |
Board | For | FOR 15 funds |
Split 3 FOR, 2 AGAINST |
| APOLLO GLOBAL MANAGEMENT INC. | June 6, 2025 | Election of Directors: Marc Beilinson Director Elections |
Board | For | FOR 15 funds |
Split 3 FOR, 2 AGAINST |
| APOLLO GLOBAL MANAGEMENT INC. | June 6, 2025 | Election of Directors: Mitra Hormozi Director Elections |
Board | For | FOR 15 funds |
Split 3 FOR, 2 AGAINST |
| APPLE INC. | February 25, 2025 | Advisory vote to approve executive compensation Say-on-Pay |
Board | For | FOR 18 funds |
Split 17 FOR, 1 AGAINST |
| APPLIED MATERIALS INC. | March 6, 2025 | Election of Directors: Judy Bruner Director Elections |
Board | For | FOR 14 funds |
Split 14 FOR, 1 AGAINST |
| APPLOVIN CORP. | June 4, 2025 | Election of Directors: ADAM FOROUGHI Director Elections |
Board | For | FOR 11 funds |
Split 7 FOR, 8 WITHHOLD |
| APPLOVIN CORP. | June 4, 2025 | Election of Directors: ALYSSA HARVEY DAWSON Director Elections |
Board | For | FOR 11 funds |
Split 5 FOR, 10 WITHHOLD |
| APPLOVIN CORP. | June 4, 2025 | Election of Directors: BARBARA MESSING Director Elections |
Board | For | FOR 11 funds |
Split 5 FOR, 10 WITHHOLD |
| APPLOVIN CORP. | June 4, 2025 | Election of Directors: CRAIG BILLINGS Director Elections |
Board | For | FOR 11 funds |
Split 11 FOR, 4 WITHHOLD |
| APPLOVIN CORP. | June 4, 2025 | Election of Directors: HERALD CHEN Director Elections |
Board | For | FOR 11 funds |
Split 7 FOR, 8 WITHHOLD |
| APPLOVIN CORP. | June 4, 2025 | Election of Directors: MARGARET GEORGIADIS Director Elections |
Board | For | WITHHOLD 11 funds |
Split 2 FOR, 13 WITHHOLD |
| APPLOVIN CORP. | June 4, 2025 | Election of Directors: MAYNARD WEBB Director Elections |
Board | For | FOR 11 funds |
Split 13 FOR, 2 WITHHOLD |
| APTARGROUP | May 7, 2025 | Election of Directors: Giovanna Kampouri Monnas Director Elections |
Board | Not determined | FOR 12 funds |
Split 3 FOR, 1 AGAINST |
| APTARGROUP | May 7, 2025 | Election of Directors: Isabel Marey-Semper Director Elections |
Board | Not determined | FOR 12 funds |
Split 3 FOR, 1 AGAINST |
| APTIV PLC | April 23, 2025 | Election of Directors: Paul M. Meister Director Elections |
Board | For | FOR 15 funds |
Split 6 FOR, 3 AGAINST |
| ARCELLX INC. | May 28, 2025 | To approve, on an advisory basis, the compensation of the named executive officers identified in the 2024 Summary Compensation Table in the "Executive Compensation" section of the proxy statement. Say-on-Pay |
Board | For | AGAINST 6 funds |
Split 1 FOR, 2 AGAINST |
| ARCH CAPIT | May 7, 2025 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | Not determined | FOR 14 funds |
Split 5 FOR, 4 AGAINST |
| ARCHER-DANIELS-MIDLAND CO. | May 8, 2025 | Advisory Vote on Executive Compensation. Say-on-Pay |
Board | For | FOR 15 funds |
Split 4 FOR, 1 AGAINST |
| ARCHER-DANIELS-MIDLAND CO. | May 8, 2025 | Election of Directors: K.R. Westbrook Director Elections |
Board | For | FOR 13 funds |
Split 4 FOR, 1 AGAINST |
| ARCOSA INC. | May 14, 2025 | Election of nine (9) Directors to serve on the Board: Melanie M. Trent Director Elections |
Board | For | FOR 7 funds |
Split 5 FOR, 1 AGAINST |
| ARCUS BIOSCIENCES INC. | June 10, 2025 | Election of Directors: Andrew Perlman, M.D., Ph.D. Director Elections |
Board | For | FOR 5 funds |
Split 1 FOR, 2 WITHHOLD |
| ARCUS BIOSCIENCES INC. | June 10, 2025 | Election of Directors: Yasunori Kaneko, M.D. Director Elections |
Board | For | FOR 5 funds |
Split 1 FOR, 2 WITHHOLD |
| ARCUTIS BIOTHERAPEUTICS INC. | June 12, 2025 | To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
Split 2 FOR, 1 AGAINST |
| ARDELYX INC. | June 18, 2025 | To approve the Amendment to the Amended and Restated 2014 Equity Incentive Award Plan. Compensation |
Board | For | FOR 5 funds |
Split 1 FOR, 1 AGAINST |
| ARES MANAGEMENT CORP. | June 6, 2025 | Election of Directors: Antoinette Bush Director Elections |
Board | For | AGAINST 11 funds |
Split 1 FOR, 6 AGAINST |
| ARES MANAGEMENT CORP. | June 6, 2025 | Election of Directors: Ashish Bhutani Director Elections |
Board | For | AGAINST 11 funds |
Split 5 FOR, 2 AGAINST |
| ARES MANAGEMENT CORP. | June 6, 2025 | Election of Directors: Bennett Rosenthal Director Elections |
Board | For | FOR 11 funds |
Split 3 FOR, 4 AGAINST |
| ARES MANAGEMENT CORP. | June 6, 2025 | Election of Directors: David B. Kaplan Director Elections |
Board | For | FOR 11 funds |
Split 3 FOR, 4 AGAINST |
| ARES MANAGEMENT CORP. | June 6, 2025 | Election of Directors: Dr. Judy D. Olian Director Elections |
Board | For | AGAINST 11 funds |
Split 1 FOR, 6 AGAINST |
| ARES MANAGEMENT CORP. | June 6, 2025 | Election of Directors: Eileen Naughton Director Elections |
Board | For | AGAINST 11 funds |
Split 5 FOR, 2 AGAINST |
| ARES MANAGEMENT CORP. | June 6, 2025 | Election of Directors: Michael J Arougheti Director Elections |
Board | For | FOR 11 funds |
Split 1 FOR, 5 AGAINST |
| ARES MANAGEMENT CORP. | June 6, 2025 | Election of Directors: Michael Lynton Director Elections |
Board | For | AGAINST 11 funds |
Split 5 FOR, 2 AGAINST |
| ARES MANAGEMENT CORP. | June 6, 2025 | Election of Directors: Paul G. Joubert Director Elections |
Board | For | AGAINST 11 funds |
Split 5 FOR, 2 AGAINST |
| ARES MANAGEMENT CORP. | June 6, 2025 | Election of Directors: R. Kipp deVeer Director Elections |
Board | For | FOR 11 funds |
Split 3 FOR, 4 AGAINST |
| ARHAUS INC. | May 15, 2025 | To elect four Directors, each to serve a three-year term: John M. Roth Director Elections |
Board | For | WITHHOLD 4 funds |
Split 1 FOR, 2 WITHHOLD |
| ARISTA NETWORKS INC. | May 30, 2025 | Approval, on an advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 16 funds |
Split 6 FOR, 8 AGAINST |
| ARLO TECHNOLOGIES INC. | June 20, 2025 | Advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 6 funds |
Split 1 FOR, 2 AGAINST |
| ARMADA HOFFLER PROPERTIES INC. | June 18, 2025 | Election of Directors: Daniel A. Hoffler Director Elections |
Board | For | FOR 5 funds |
Split 1 FOR, 1 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.