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Charles Schwab vs Franklin Templeton: how alike they voted, 2025-2026

94.1% When both took a single position, they voted the same way on 94.1% of 8,617 items (8,105 the same, 512 different). 143 items where at least one of them split its funds are listed separately below. Both voted on 8,760 items in all.

Charles Schwab 2025-2026 · Franklin Templeton 2025-2026 · 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 items	Same	Differ	Split (not in %)	Same position	Fund-level
All ballot items	8,760	8,105	512	143	94.1%	93.4%
Board proposals	8,095	7,635	391	69	95.1%	94.8%
E&S shareholder proposals	150	125	13	12	90.6%	89.1%
Other items	515	345	108	62	76.2%	73.2%

Where they did not vote alike

Everything Voted differently Split votes

All ballot items Board proposals E&S shareholder proposals Other items

108 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	Franklin Templeton
TRICO BANCSHARES	May 21, 2026	Amendment to the Company's Bylaws to eliminate cumulative voting rights. Shareholder Rights and Defenses	Other	For	FOR 7 funds	AGAINST 1 fund
ULTA BEAUTY, INC.	June 9, 2026	To approve an amendment to our Certificate of Incorporation, as amended, to add specified forum selection provisions. Shareholder Rights and Defenses	Other	For	AGAINST 14 funds	FOR 5 funds
UNITED AIRLINES HOLDINGS, INC.	May 19, 2026	Advisory vote on stockholder proposal entitled "Shareholder Right to Act by Written Consent". Shareholder Rights and Defenses	Other	Against	AGAINST 13 funds	FOR 3 funds
VERISK ANALYTICS, INC.	May 19, 2026	Shareholder Proposal - Shareholder Right to Act by Written Consent. Shareholder Rights and Defenses	Other	Against	AGAINST 14 funds	FOR 5 funds
VERTEX PHARMACEUTICALS INCORPORATED	May 13, 2026	Shareholder Proposal, if properly presented at the meeting, regarding shareholder right to act by written consent. Shareholder Rights and Defenses	Other	Against	AGAINST 14 funds	FOR 3 funds
WEST PHARMACEUTICAL SERVICES, INC.	May 4, 2026	Shareholder proposal regarding an independent Board Chair policy. Corporate Governance	Other	Against	AGAINST 13 funds	FOR 2 funds
YUM! BRANDS, INC.	May 14, 2026	Shareholder Proposal to Reduce the Percentage of Shares Required to Call a Special Meeting. Shareholder Rights and Defenses	Other	Against	AGAINST 14 funds	FOR 4 funds
ZOETIS INC.	May 20, 2026	Shareholder proposal to permit shareholder action by written consent. Shareholder Rights and Defenses	Other	Against	AGAINST 14 funds	FOR 3 funds

← All 20 managers, 2025-2026

How items are matched and positions counted: see the comparison table and the methodology. Built October 13, 2026 from SEC Form N-PX filings.