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 |
|---|---|---|---|---|---|---|
| ARMADA HOFFLER PROPERTIES INC. | June 18, 2025 | Election of Directors: George F. Allen Director Elections |
Board | For | FOR 5 funds |
Split 1 FOR, 1 AGAINST |
| ARMADA HOFFLER PROPERTIES INC. | June 18, 2025 | Election of Directors: Louis S. Haddad Director Elections |
Board | For | FOR 5 funds |
Split 1 FOR, 1 AGAINST |
| ARMSTRONG WORLD INDUSTRIES INC. | June 12, 2025 | To approve, on an advisory basis, our executive compensation program. Say-on-Pay |
Board | For | FOR 13 funds |
Split 1 FOR, 2 AGAINST |
| ARRAY TECHNOLOGIES INC. | May 20, 2025 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 7 funds |
Split 1 FOR, 1 AGAINST |
| ARROWHEAD PHARMACEUTICALS INC. | March 12, 2025 | Advisory Vote to Approve Executive Compensation. Say-on-Pay |
Board | For | AGAINST 5 funds |
Split 2 FOR, 1 AGAINST |
| ARROWHEAD PHARMACEUTICALS INC. | March 12, 2025 | Election of Directors: William Waddill Director Elections |
Board | For | FOR 4 funds |
Split 1 FOR, 2 AGAINST |
| ARVINAS INC. | June 25, 2025 | To approve, on an advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
Split 2 FOR, 3 AGAINST |
| ASHLAND IN | January 21, 2025 | Election of Directors: Jerome A. Peribere Director Elections |
Board | Not determined | FOR 9 funds |
Split 2 FOR, 1 AGAINST |
| ASPEN AEROGELS INC. | April 30, 2025 | Approval of the Aspen Aerogels Amended and Restated 2023 Equity Incentive Plan. Compensation |
Board | For | AGAINST 4 funds |
Split 1 FOR, 3 AGAINST |
| ASSURED GUARANTY LTD. | May 2, 2025 | Advisory vote on the compensation paid to the Company's named executive officers Say-on-Pay |
Board | For | AGAINST 9 funds |
Split 2 FOR, 2 AGAINST |
| ASTRANA HEALTH INC. | June 11, 2025 | To approve, on a non-binding advisory basis, the compensation program for the Company's named executive officers as disclosed in the Company's proxy statement. Say-on-Pay |
Board | For | AGAINST 8 funds |
Split 1 FOR, 2 AGAINST |
| ASURE SOFTWARE INC. | June 2, 2025 | To approve, on a non-binding advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 3 funds |
Split 1 FOR, 1 AGAINST |
| AT&T | May 15, 2025 | Advisory Approval of Executive Compensation Say-on-Pay |
Board | Not determined | FOR 14 funds |
Split 10 FOR, 3 AGAINST |
| AT&T INC. | May 15, 2025 | Ratification of the Appointment of Ernst & Young LLP as Independent Auditors Audit-related |
Board | For | FOR 12 funds |
Split 11 FOR, 1 AGAINST |
| ATEA PHARMACEUTICALS INC. | June 20, 2025 | Approval, on an advisory (non-binding) basis, of the compensation of the named executive officers of the Company. Say-on-Pay |
Board | For | FOR 5 funds |
Split 2 FOR, 1 AGAINST |
| ATLANTICUS HOLDINGS CORP. | May 8, 2025 | To approve the "say-on-pay" resolution set forth below: RESOLVED, that the shareholders of Atlanticus Holdings Corporation hereby approve, on an advisory basis, the compensation of the company's named executive officers, as disclosed in the company's Proxy Statement for the 2025 Annual Meeting of Shareholders pursuant to the compensation disclosure rules of the Securities and Exchange Commission, including the Summary Compensation Table and the other related tables and disclosure. Say-on-Pay |
Board | For | FOR 3 funds |
Split 1 FOR, 3 AGAINST |
| ATLASSIAN CORP PLC | December 11, 2024 | An advisory vote to approve the compensation of our named executive officers for the fiscal year ended June 30, 2024. Say-on-Pay |
Board | Not determined | FOR 8 funds |
Split 2 FOR, 2 AGAINST |
| ATMOS ENERGY CORP. | February 5, 2025 | ELECTION OF DIRECTORS: Frank Yoho Director Elections |
Board | For | FOR 13 funds |
Split 5 FOR, 1 AGAINST |
| ATMOS ENERGY CORP. | February 5, 2025 | Proposal to approve an amendment to the Company's 1998 Long - Term Incentive Plan to provide for an increase of 2,000,000 shares of common stock reserved for issuance under the plan. Compensation |
Board | For | FOR 13 funds |
Split 4 FOR, 2 AGAINST |
| ATRICURE INC. | May 19, 2025 | Advisory vote on the compensation of our named executive officers as disclosed in the proxy statement for the 2025 Annual Meeting. Say-on-Pay |
Board | For | AGAINST 6 funds |
Split 2 FOR, 3 AGAINST |
| ATRICURE INC. | May 19, 2025 | Election of Directors: B. Kristine Johnson Director Elections |
Board | For | AGAINST 4 funds |
Split 3 FOR, 2 AGAINST |
| ATRICURE INC. | May 19, 2025 | Election of Directors: Deborah H. Telman Director Elections |
Board | For | AGAINST 4 funds |
Split 3 FOR, 2 AGAINST |
| ATRICURE INC. | May 19, 2025 | Election of Directors: Karen N. Prange Director Elections |
Board | For | AGAINST 4 funds |
Split 3 FOR, 2 AGAINST |
| AURORA INNOVATION INC. | May 22, 2025 | Election of Directors: Sterling Anderson Director Elections |
Board | For | FOR 6 funds |
Split 2 FOR, 1 WITHHOLD |
| AUTODESK INC. | July 16, 2024 | Election of Directors: Blake Irving Director Elections |
Board | For | FOR 12 funds |
Split 4 FOR, 2 AGAINST |
| AUTODESK INC. | June 18, 2025 | Election of Directors: Blake Irving Director Elections |
Board | For | FOR 12 funds |
Split 7 FOR, 2 AGAINST |
| AUTOZONE | December 18, 2024 | Approval of an advisory vote on the compensation of named executive officers Say-on-Pay |
Board | For | FOR 15 funds |
Split 9 FOR, 1 AGAINST |
| AVANOS MEDICAL INC. | April 24, 2025 | Approval of an amendment to the Company's 2021 Long Term Incentive Plan to increase the number of shares reserved for issuance thereunder by 2,250,000 shares. Compensation |
Board | For | FOR 7 funds |
Split 1 FOR, 2 AGAINST |
| AVANTOR INC. | May 8, 2025 | Election of Directors: Gregory Summe Director Elections |
Board | For | FOR 11 funds |
Split 6 FOR, 1 AGAINST |
| AVIAT NETWORKS INC. | November 6, 2024 | Approval of the Second Amended and Restated 2018 Incentive Plan of the Company. Compensation |
Board | For | FOR 2 funds |
Split 2 FOR, 3 AGAINST |
| AVID BIOSERVICES INC. | January 30, 2025 | To approve, on an advisory (non-binding) basis, the compensation that may be paid or become payable to Avid's named executive officers that is based on or otherwise relates to the Merger Agreement and the transactions contentemplated by the Merger Agreement. Say-on-Pay |
Board | For | AGAINST 5 funds |
Split 2 FOR, 1 AGAINST |
| AVIDITY BIOSCIENCES INC. | June 10, 2025 | To consider and vote upon, on an advisory basis, the compensation of our named executive officers as disclosed in this proxy statement pursuant to the compensation disclosure rules of the Securities and Exchange Commission. Say-on-Pay |
Board | For | AGAINST 8 funds |
Split 1 FOR, 5 AGAINST |
| AVIENT COR | May 14, 2025 | Approval, on an advisory basis, of Named Executive Officer compensation. Say-on-Pay |
Board | Not determined | FOR 9 funds |
Split 8 FOR, 2 AGAINST |
| AVNET INC. | November 22, 2024 | Election of Directors: Rodney C. Adkins Director Elections |
Board | For | FOR 8 funds |
Split 2 FOR, 1 AGAINST |
| AXON ENTERPRISE INC. | May 29, 2025 | Election of Director: Graham Smith Director Elections |
Board | For | AGAINST 13 funds |
Split 9 FOR, 2 AGAINST |
| AXON ENTERPRISE INC. | May 29, 2025 | Election of Director: Hadi Partovi Director Elections |
Board | For | AGAINST 13 funds |
Split 10 FOR, 1 AGAINST |
| AXON ENTERPRISE INC. | May 29, 2025 | Proposal No. 2 requests that shareholders vote to approve, on an advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 14 funds |
Split 2 FOR, 8 AGAINST |
| AXOS FINANCIAL INC. | November 14, 2024 | Election of Directors: Paul J. Grinberg Director Elections |
Board | For | WITHHOLD 8 funds |
Split 1 FOR, 4 WITHHOLD |
| AXOS FINANCIAL INC. | November 14, 2024 | To approve in a non-binding and advisory vote, the compensation of the Company's Named Executive Officers as disclosed in this Proxy Statement. Say-on-Pay |
Board | For | AGAINST 9 funds |
Split 2 FOR, 3 AGAINST |
| AXSOME THERAPEUTICS INC. | June 6, 2025 | Election of Director: Roger Jeffs, Ph.D. Director Elections |
Board | For | FOR 5 funds |
Split 1 FOR, 1 WITHHOLD |
| AZZ INC. | July 9, 2024 | Election of Directors: Carol R. Jackson Director Elections |
Board | For | AGAINST 7 funds |
Split 2 FOR, 1 AGAINST |
| B&G FOODS INC. | May 15, 2025 | Election of Directors: Alfred Poe Director Elections |
Board | For | FOR 7 funds |
Split 2 FOR, 1 AGAINST |
| B&G FOODS INC. | May 15, 2025 | Election of Directors: Charles F. Marcy Director Elections |
Board | For | FOR 7 funds |
Split 2 FOR, 1 AGAINST |
| B&G FOODS INC. | May 15, 2025 | Election of Directors: Dennis M. Mullen Director Elections |
Board | For | FOR 7 funds |
Split 2 FOR, 1 AGAINST |
| B&G FOODS INC. | May 15, 2025 | Election of Directors: Stephen C. Sherrill Director Elections |
Board | For | FOR 7 funds |
Split 2 FOR, 1 AGAINST |
| BAKER HUGH | May 20, 2025 | An advisory vote related to the Company's executive compensation program Say-on-Pay |
Board | Not determined | FOR 15 funds |
Split 9 FOR, 4 AGAINST |
| BANDWIDTH INC. | May 29, 2025 | To approve, on an advisory basis, the compensation of the Company's named executive officers as disclosed in the proxy statement. Say-on-Pay |
Board | For | FOR 6 funds |
Split 1 FOR, 3 AGAINST |
| BANK OF AMERICA CORP. | April 22, 2025 | Amending and restating the Bank of America Corporation Equity Plan Compensation |
Board | For | FOR 13 funds |
Split 6 FOR, 11 AGAINST |
| BANK OF AMERICA CORP. | April 22, 2025 | Approving our executive compensation (an advisory, non-binding "Say on Pay" resolution) Say-on-Pay |
Board | For | FOR 16 funds |
Split 9 FOR, 8 AGAINST |
| BANK OF AMERICA CORP. | April 22, 2025 | Ratifying the appointment of our independent registered public accounting firm for 2025 Audit-related |
Board | For | FOR 13 funds |
Split 16 FOR, 1 AGAINST |
| BANK OF MARIN BANCORP | May 21, 2025 | Election of Directors: Charles D. Fite Director Elections |
Board | For | FOR 4 funds |
Split 2 FOR, 2 WITHHOLD |
| BANK OF MARIN BANCORP | May 21, 2025 | Election of Directors: James C. Hale Director Elections |
Board | For | FOR 4 funds |
Split 2 FOR, 2 WITHHOLD |
| BANK OF MARIN BANCORP | May 21, 2025 | Election of Directors: Joel Sklar, MD Director Elections |
Board | For | FOR 4 funds |
Split 2 FOR, 2 WITHHOLD |
| BANK OF MARIN BANCORP | May 21, 2025 | Election of Directors: Kevin R. Kennedy Director Elections |
Board | For | FOR 4 funds |
Split 2 FOR, 2 WITHHOLD |
| BANK OF MARIN BANCORP | May 21, 2025 | Election of Directors: Nicolas C. Anderson Director Elections |
Board | For | FOR 4 funds |
Split 2 FOR, 2 WITHHOLD |
| BANK OF MARIN BANCORP | May 21, 2025 | Election of Directors: Secil Tabli Watson Director Elections |
Board | For | FOR 4 funds |
Split 2 FOR, 2 WITHHOLD |
| BANK OF MARIN BANCORP | May 21, 2025 | To approve, by non-binding vote, executive compensation Say-on-Pay |
Board | For | FOR 5 funds |
Split 2 FOR, 2 AGAINST |
| BANK7 CORP. | May 15, 2025 | Election of Directors: John T. Phillips Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 1 AGAINST |
| BANKUNITED INC. | May 22, 2025 | Advisory vote to approve the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 9 funds |
Split 3 FOR, 2 AGAINST |
| BANNER CORP. | May 22, 2025 | Election of Directors: Connie R. Collingsworth Director Elections |
Board | For | FOR 8 funds |
Split 3 FOR, 1 AGAINST |
| BCB BANCORP INC. | April 24, 2025 | Election of Directors: Tara French Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 2 WITHHOLD |
| BECTON, DICKINSON AND CO. | January 28, 2025 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | FOR 17 funds |
Split 8 FOR, 3 AGAINST |
| BECTON, DICKINSON AND CO. | January 28, 2025 | Election of Directors: Jeffrey W. Henderson Director Elections |
Board | For | AGAINST 15 funds |
Split 8 FOR, 1 AGAINST |
| BELDEN INC. | May 22, 2025 | Election of Directors: David J. Aldrich Director Elections |
Board | For | FOR 7 funds |
Split 6 FOR, 1 AGAINST |
| BERRY CORP. | May 20, 2025 | Approve a non-binding resolution regarding the compensation of the Company's named executive officers for 2024 (say-on-pay). Say-on-Pay |
Board | Not determined | AGAINST 9 funds |
Split 2 FOR, 2 AGAINST |
| BERRY GLOB | February 5, 2025 | To approve, on an advisory, non-binding basis, our executive compensation. Say-on-Pay |
Board | Not determined | FOR 14 funds |
Split 3 FOR, 3 AGAINST |
| BERRY GLOB | February 25, 2025 | Proposal to approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to Berry's named executive officers that is based on or otherwise relates to the transactions contemplated by the Merger Agreement, which proposal is referred to as the "Berry Advisory Compensation Proposal." Say-on-Pay |
Board | Not determined | FOR 14 funds |
Split 1 FOR, 5 AGAINST |
| BEYOND INC. | May 15, 2025 | Election of Directors: Debra G. Perelman Director Elections |
Board | For | FOR 4 funds |
Split 1 FOR, 2 WITHHOLD |
| BEYOND INC. | May 15, 2025 | The approval of an amendment and restatement of the Company's Amended and Restated 2005 Equity Incentive Plan (the "2005 Plan"). Compensation |
Board | For | AGAINST 4 funds |
Split 1 FOR, 2 AGAINST |
| BEYOND INC. | May 15, 2025 | The approval, on an advisory (non-binding) basis, of the compensation paid by the Company to its named executive officers (the "Say on Pay Vote"). Say-on-Pay |
Board | For | FOR 5 funds |
Split 1 FOR, 2 AGAINST |
| BGC GROUP INC. | September 16, 2024 | Approval, on an advisory basis, of executive compensation. Say-on-Pay |
Board | For | AGAINST 9 funds |
Split 1 FOR, 2 AGAINST |
| BIGCOMMERCE HOLDINGS INC. | May 15, 2025 | Non-binding advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
Split 1 FOR, 1 AGAINST |
| BIO-TECHNE CORP | October 24, 2024 | Approve, on an advisory basis, the compensation of our executive officers. Say-on-Pay |
Board | For | FOR 16 funds |
Split 7 FOR, 2 AGAINST |
| BIO-TECHNE CORP. | October 24, 2024 | Election of Directors: Alpna Seth Director Elections |
Board | For | FOR 14 funds |
Split 7 FOR, 2 AGAINST |
| BIOCRYST PHARMACEUTICALS INC. | June 12, 2025 | To approve an amended and restated Stock Incentive Plan, increasing the number of shares available for issuance under the Stock Incentive Plan. Compensation |
Board | For | FOR 5 funds |
Split 1 FOR, 1 AGAINST |
| BIOGEN INC. | June 17, 2025 | Say on Pay - To hold an advisory vote on executive compensation. Say-on-Pay |
Board | For | AGAINST 15 funds |
Split 3 FOR, 3 AGAINST |
| BIOHAVEN LTD. | May 5, 2025 | Election of Directors for a term expiring at the 2028 Annual Meeting of shareholders: Vlad Coric, M.D. Director Elections |
Board | For | FOR 4 funds |
Split 2 FOR, 1 AGAINST |
| BIOMARIN PHARMACEUTICAL INC. | May 20, 2025 | Election of Directors: Elizabeth M. Anderson Director Elections |
Board | For | FOR 13 funds |
Split 5 FOR, 2 AGAINST |
| BIOMARIN PHARMACEUTICAL INC. | May 20, 2025 | To approve an amendment to the Company's 2017 Equity Incentive Plan, as amended. Compensation |
Board | For | FOR 13 funds |
Split 4 FOR, 3 AGAINST |
| BIT DIGITAL INC. | May 20, 2025 | Approval on a non-binding and advisory basis the compensation of our Named Executive Officers or the Company's Sign-on Pay "It is resolved, as an ordinary resolution that the shareholders of the Company hereby approve, on a non-binding advisory basis, the compensation paid to the Company's named executive officers, as disclosed pursuant to Item 402 of Regulation S-K, including the narrative discussion in the section entitled "Executive Compensation", the summary compensation table and the related compensation tables, notes and narrative in the Proxy Statement for the Company's 2025 Annual Meeting of Shareholders." Say-on-Pay |
Board | For | AGAINST 3 funds |
Split 1 FOR, 1 AGAINST |
| BLACKLINE INC. | May 8, 2025 | Approval, on a non-binding, advisory basis, of the 2024 compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 7 funds |
Split 2 FOR, 2 AGAINST |
| BLACKROCK FINANCE INC. | May 15, 2025 | Approval, in a non-binding advisory vote, of the compensation for named executive officers. Say-on-Pay |
Board | For | FOR 16 funds |
Split 4 FOR, 9 AGAINST |
| BLACKROCK FINANCE INC. | May 15, 2025 | Ratification of the appointment of Deloitte LLP as BlackRock's independent registered public accounting firm for the fiscal year 2025. Audit-related |
Board | For | FOR 14 funds |
Split 12 FOR, 1 AGAINST |
| BLADE AIR MOBILITY INC. | May 6, 2025 | Advisory Vote on the Compensation of our Named Executive Officers. Say-on-Pay |
Board | For | AGAINST 3 funds |
Split 1 FOR, 1 AGAINST |
| BLOCK INC. | June 17, 2025 | TO APPROVE THE BLOCK, INC. 2025 EQUITY INCENTIVE PLAN. Compensation |
Board | For | FOR 13 funds |
Split 3 FOR, 7 AGAINST |
| BLUE OWL CAPITAL INC. | June 9, 2025 | Election of Directors: Craig W. Packer Director Elections |
Board | For | FOR 9 funds |
Split 2 FOR, 2 AGAINST |
| BLUE OWL CAPITAL INC. | June 9, 2025 | Election of Directors: Jennifer Brouse Director Elections |
Board | For | FOR 9 funds |
Split 2 FOR, 2 AGAINST |
| BLUEBIRD BIO INC. | December 4, 2024 | The approval, on a non-binding, advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 3 funds |
Split 1 FOR, 2 AGAINST |
| BOOKING HOLDINGS INC. | June 3, 2025 | Advisory vote to approve 2024 executive compensation. Say-on-Pay |
Board | For | FOR 17 funds |
Split 13 FOR, 2 AGAINST |
| BOOKING HOLDINGS INC. | June 3, 2025 | Ratification of Deloitte & Touche LLP as our independent registered public accounting firm for the fiscal year ending December 31, 2025. Audit-related |
Board | For | FOR 14 funds |
Split 13 FOR, 1 AGAINST |
| BORGWARNER INC. | April 30, 2025 | Approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 16 funds |
Split 8 FOR, 4 AGAINST |
| BORGWARNER INC. | April 30, 2025 | Election of Directors: Alexis P. Michas Director Elections |
Board | For | FOR 15 funds |
Split 10 FOR, 1 AGAINST |
| BORGWARNER INC. | April 30, 2025 | Election of Directors: Shaun E. McAlmont Director Elections |
Board | For | FOR 15 funds |
Split 9 FOR, 2 AGAINST |
| BOX INC. | July 2, 2024 | To approve our Amended and Restated 2015 Equity Incentive Plan. Compensation |
Board | For | FOR 4 funds |
Split 2 FOR, 3 AGAINST |
| BOX INC. | June 27, 2025 | Election of Directors: Bethany Mayer Director Elections |
Board | For | FOR 7 funds |
Split 2 FOR, 3 AGAINST |
| BOX INC. | June 27, 2025 | Election of Directors: Dan Levin Director Elections |
Board | For | FOR 7 funds |
Split 2 FOR, 3 AGAINST |
| BOX INC. | June 27, 2025 | To approve an amendment to our Amended and Restated 2015 Equity Incentive Plan to increase the number of shares reserved for issuance by 5,000,000 shares. Compensation |
Board | For | AGAINST 7 funds |
Split 2 FOR, 3 AGAINST |
| BREAD FINANCIAL HOLDINGS INC. | May 13, 2025 | ADVISORY VOTE ON EXECUTIVE COMPENSATION Say-on-Pay |
Board | For | FOR 10 funds |
Split 5 FOR, 1 AGAINST |
| BRIGHT HORIZONS FAMILY SOLUTIONS INC. | June 3, 2025 | To approve, on an advisory basis, the 2024 compensation paid by the Company to its Named Executive Officers. Say-on-Pay |
Board | For | FOR 14 funds |
Split 7 FOR, 1 AGAINST |
| BROADCOM INC | April 21, 2025 | Advisory vote to approve the named executive officer compensation. Say-on-Pay |
Board | For | FOR 18 funds |
Split 19 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.