Home › Asset managers › Compare 2025-2026 › Charles Schwab vs Franklin Templeton
Charles Schwab 2025-2026 · Franklin Templeton 2025-2026 · Download the item list (CSV)
| 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% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
391 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 |
|---|---|---|---|---|---|---|
| SITIME CORPORATION | May 29, 2026 | To approve, on an advisory basis, the compensation of SiTime's named executive officers as disclosed in SiTime's proxy statement. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 4 funds |
| SKYWORKS SOLUTIONS, INC. | May 13, 2026 | To approve the Company's 2026 Long-Term Incentive Plan. Compensation |
Board | For | FOR 15 funds |
AGAINST 2 funds |
| SKYWORKS SOLUTIONS, INC. | May 13, 2026 | To approve, on an advisory basis, the compensation of the Company's named executive officers, as described in the Company's Proxy Statement. Say-on-Pay |
Board | For | FOR 16 funds |
AGAINST 3 funds |
| SL Green Realty Corp. | June 2, 2026 | Election of Directors: Andrew W. Mathias Director Elections |
Board | For | AGAINST 9 funds |
FOR 1 fund |
| SL Green Realty Corp. | June 2, 2026 | Election of Directors: Lauren B. Dillard Director Elections |
Board | For | AGAINST 9 funds |
FOR 1 fund |
| SL Green Realty Corp. | June 2, 2026 | Election of Directors: Peggy Lamb Director Elections |
Board | For | AGAINST 9 funds |
FOR 1 fund |
| SLEEP NUMBER CORPORATION | May 21, 2026 | Approve Amendment to the Sleep Number Corporation 2020 Equity Incentive Plan to increase the number of shares reserved for issuance by 2,500,000 shares Compensation |
Board | For | FOR 7 funds |
AGAINST 1 fund |
| SOMNIGROUP INTERNATIONAL INC. | May 13, 2026 | APPROVAL OF AN AMENDMENT TO THE COMPANY'S AMENDED AND RESTATED CERTIFICATE OF INCORPORATION TO INCREASE THE NUMBER OF AUTHORIZED SHARES OF COMMON STOCK FROM 500,000,000 TO 1,000,000,000. Capital Structure |
Board | For | FOR 12 funds |
AGAINST 2 funds |
| SONIC AUTOMOTIVE, INC. | April 29, 2026 | Approval of the amendment and restatement of the Sonic Automotive, Inc. 2012 Formula Restricted Stock and Deferral Plan for Non-Employee Directors. Compensation |
Board | For | AGAINST 8 funds |
FOR 1 fund |
| SPRINKLR, INC. | June 11, 2026 | To elect one Class II director, to hold office until our Annual Meeting of Stockholders in 2029. Stephen M. Ward, Jr. Director Elections |
Board | For | FOR 3 funds |
WITHHOLD 1 fund |
| STEELCASE INC. | December 5, 2025 | Proposal to approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to Steelcase's named executive officers that is based on or otherwise relates to the mergers contemplated by the Merger Agreement (the ''Steelcase compensation proposal''). Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 1 fund |
| STOKE THERAPEUTICS, INC. | June 3, 2026 | To approve, on an advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 2 funds |
| STRATEGY INC | June 8, 2026 | To ratify, pursuant to Section 204 of the General Corporation Law of the State of Delaware, the filing and effectiveness of the Certificate of Amendment to the Certificate of Designations of the Company's 8.00% Series A Perpetual Strike Preferred Stock filed with the Secretary of State of the State of Delaware on July 7, 2025, and the amendment to the liquidation preference of such stock effectuated thereby. Capital Structure |
Board | For | FOR 9 funds |
AGAINST 2 funds |
| SUPER MICRO COMPUTER INC. | April 15, 2026 | To approve the further amendment and restatement of the Super Micro Computer, Inc. 2020 Equity and Incentive Compensation Plan. Compensation |
Board | For | FOR 14 funds |
AGAINST 3 funds |
| SUPER MICRO COMPUTER INC. | April 15, 2026 | To elect three Class I directors to hold office until the Annual Meeting of Stockholders following their year 2008 or until their successors are duly elected and qualified. Charles Liang Director Elections |
Board | For | FOR 14 funds |
WITHHOLD 3 funds |
| ServiceNow, Inc. | May 21, 2026 | Election of Directors: Eric S. Yuan Director Elections |
Board | For | AGAINST 12 funds |
FOR 3 funds |
| Sonic Automotive, Inc. | April 29, 2026 | Election of Directors: B. Scott Smith Director Elections |
Board | For | FOR 8 funds |
AGAINST 1 fund |
| Sonic Automotive, Inc. | April 29, 2026 | Election of Directors: David Bruton Smith Director Elections |
Board | For | FOR 8 funds |
AGAINST 1 fund |
| Sonic Automotive, Inc. | April 29, 2026 | Election of Directors: Jeff Dyke Director Elections |
Board | For | FOR 8 funds |
AGAINST 1 fund |
| Sonic Automotive, Inc. | April 29, 2026 | Election of Directors: Keri A. Kaiser Director Elections |
Board | For | FOR 8 funds |
AGAINST 1 fund |
| Sonic Automotive, Inc. | April 29, 2026 | Election of Directors: Marcus G. Smith Director Elections |
Board | For | FOR 8 funds |
AGAINST 1 fund |
| Sonic Automotive, Inc. | April 29, 2026 | Election of Directors: Michael Hodge Director Elections |
Board | For | FOR 8 funds |
AGAINST 1 fund |
| Sonic Automotive, Inc. | April 29, 2026 | Election of Directors: R. Eugene Taylor Director Elections |
Board | For | FOR 8 funds |
AGAINST 1 fund |
| Sonic Automotive, Inc. | April 29, 2026 | Election of Directors: William I. Belk Director Elections |
Board | For | FOR 8 funds |
AGAINST 1 fund |
| Sonic Automotive, Inc. | April 29, 2026 | Election of Directors: William R. Brooks Director Elections |
Board | For | FOR 8 funds |
AGAINST 1 fund |
| Southern Copper Corporation | May 29, 2026 | Election of Directors: German Larrea Mota-Velasco Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 2 funds |
| Southwest Airlines Co. | May 7, 2026 | Election of Directors: Lisa M. Atherton Director Elections |
Board | For | AGAINST 14 funds |
FOR 3 funds |
| Southwest Airlines Co. | May 7, 2026 | Election of Directors: Patricia A. Watson Director Elections |
Board | For | AGAINST 14 funds |
FOR 3 funds |
| Southwest Airlines Co. | May 7, 2026 | Election of Directors: Rakesh Gangwal Director Elections |
Board | For | AGAINST 14 funds |
FOR 3 funds |
| Steelcase Inc. | July 9, 2025 | Election of ten nominees to the Board of Directors: Catherine C. B. Schmelter Director Elections |
Board | For | FOR 7 funds |
AGAINST 1 fund |
| Steelcase Inc. | July 9, 2025 | Election of ten nominees to the Board of Directors: Cathy D. Ross Director Elections |
Board | For | FOR 7 funds |
AGAINST 1 fund |
| Steelcase Inc. | July 9, 2025 | Election of ten nominees to the Board of Directors: Connie K. Duckworth Director Elections |
Board | For | FOR 7 funds |
AGAINST 1 fund |
| Strawberry Fields REIT, Inc. | May 7, 2026 | Election of Directors: Mark Myers Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 1 fund |
| Strawberry Fields REIT, Inc. | May 7, 2026 | Election of Directors: Stanford Gertz Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 1 fund |
| Strawberry Fields REIT, Inc. | May 7, 2026 | Election of Directors: Ted Lerman Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 1 fund |
| TAKE-TWO INTERACTIVE SOFTWARE, INC. | September 18, 2025 | Approval of an amendment and restatement of the Amended and Restated Take-Two Interactive Software, Inc. 2017 Stock Incentive Plan. Compensation |
Board | For | FOR 14 funds |
AGAINST 1 fund |
| TELEPHONE AND DATA SYSTEMS, INC. | May 21, 2026 | Election of Directors: C. D. O'Leary Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 1 fund |
| TELOS CORPORATION | May 7, 2026 | AMENDMENT TO THE AMENDED AND RESTATED 2016 OMNIBUS LONG-TERM INCENTIVE PLAN: To approve Amendment No. 2 to the Amended and Restated 2016 Omnibus Long-Term Incentive Plan of the Company, substantially in the form attached hereto as Exhibit A (the "Plan Amendment"). Compensation |
Board | For | AGAINST 4 funds |
FOR 1 fund |
| THE GOLDMAN SACHS GROUP, INC. | April 29, 2026 | Advisory Vote to Approve Executive Compensation (Say on Pay) Say-on-Pay |
Board | For | FOR 16 funds |
AGAINST 8 funds |
| THE HERSHEY COMPANY | May 5, 2026 | Approve named executive officer compensation on a non-binding advisory basis. Say-on-Pay |
Board | For | AGAINST 16 funds |
FOR 6 funds |
| THE LOVESAC COMPANY | June 9, 2026 | To provide advisory approval of the Company's fiscal 2026 compensation for its named executive officers. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 1 fund |
| THE TRAVELERS COMPANIES, INC. | May 20, 2026 | Amendment to The Travelers Companies, Inc. Amended and Restated 2023 Stock Incentive Plan. Compensation |
Board | For | FOR 12 funds |
AGAINST 3 funds |
| TPG RE FINANCE TRUST, INC. | May 19, 2026 | Ratification of the appointment of Deloitte & Touche LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2026. Audit-related |
Board | For | AGAINST 7 funds |
FOR 1 fund |
| TRADEWEB MARKETS INC. | May 19, 2026 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 15 funds |
FOR 4 funds |
| TRAVELZOO | April 20, 2026 | Vote to approve option grant to General Manager, U.S. Compensation |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| TRAVELZOO | April 20, 2026 | Vote to approve option grant to Head of Engineering. Compensation |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| TWILIO INC. | June 16, 2026 | To approve the Twilio Inc. Amended and Restated 2016 Stock Option and Incentive Plan. Compensation |
Board | For | FOR 13 funds |
AGAINST 2 funds |
| TYSON FOODS, INC. | February 5, 2026 | To approve the amendment and restatement of the Tyson Foods, Inc. 2000 Stock Incentive Plan, a copy of which is attached to the Proxy Statement as Exhibit A. Compensation |
Board | For | FOR 13 funds |
AGAINST 3 funds |
| The Bank of New York Mellon Corporation | April 14, 2026 | Election of Directors: Joseph J. Echevarria Director Elections |
Board | For | AGAINST 14 funds |
FOR 5 funds |
| The Chefs' Warehouse, Inc. | May 8, 2026 | Election of Directors: Aylwin Lewis Director Elections |
Board | For | AGAINST 7 funds |
FOR 1 fund |
| The Gap, Inc. | May 12, 2026 | Election of Directors: Robert J. Fisher Director Elections |
Board | For | FOR 11 funds |
AGAINST 2 funds |
| The Goldman Sachs Group, Inc. | April 29, 2026 | Election of Directors: Kimberley Harris Director Elections |
Board | For | FOR 13 funds |
AGAINST 5 funds |
| The Hershey Company | May 5, 2026 | Election of Directors: Deirdre A. Mahlan Director Elections |
Board | For | FOR 15 funds |
AGAINST 3 funds |
| The Hershey Company | May 5, 2026 | Election of Directors: Harold Singleton III Director Elections |
Board | For | FOR 15 funds |
AGAINST 3 funds |
| The Hershey Company | May 5, 2026 | Election of Directors: Timothy W. Curoe Director Elections |
Board | For | FOR 15 funds |
AGAINST 3 funds |
| Thermo Fisher Scientific Inc. | May 20, 2026 | Election of Directors: Dion J. Weisler Director Elections |
Board | For | AGAINST 14 funds |
FOR 7 funds |
| Toast, Inc. | June 12, 2026 | Election of Directors: Kent Bennett Director Elections |
Board | For | FOR 11 funds |
WITHHOLD 1 fund |
| Toast, Inc. | June 12, 2026 | Election of Directors: Susan Chapman-Hughes Director Elections |
Board | For | FOR 11 funds |
WITHHOLD 1 fund |
| Tyson Foods, Inc. | February 5, 2026 | Election of Directors: Barbara A. Tyson Director Elections |
Board | For | FOR 13 funds |
AGAINST 3 funds |
| Tyson Foods, Inc. | February 5, 2026 | Election of Directors: Cheryl S. Miller Director Elections |
Board | For | FOR 13 funds |
AGAINST 3 funds |
| Tyson Foods, Inc. | February 5, 2026 | Election of Directors: David J. Bronczek Director Elections |
Board | For | FOR 13 funds |
AGAINST 3 funds |
| Tyson Foods, Inc. | February 5, 2026 | Election of Directors: John H. Tyson Director Elections |
Board | For | FOR 13 funds |
AGAINST 3 funds |
| Tyson Foods, Inc. | February 5, 2026 | Election of Directors: John R. Tyson Director Elections |
Board | For | FOR 13 funds |
AGAINST 3 funds |
| Tyson Foods, Inc. | February 5, 2026 | Election of Directors: Maria Claudia Borras Director Elections |
Board | For | FOR 13 funds |
AGAINST 3 funds |
| Tyson Foods, Inc. | February 5, 2026 | Election of Directors: Maria N. Martinez Director Elections |
Board | For | FOR 13 funds |
AGAINST 3 funds |
| Tyson Foods, Inc. | February 5, 2026 | Election of Directors: Mike Beebe Director Elections |
Board | For | FOR 13 funds |
AGAINST 3 funds |
| Tyson Foods, Inc. | February 5, 2026 | Election of Directors: Olivia L. Tyson Director Elections |
Board | For | FOR 13 funds |
AGAINST 3 funds |
| UNIFIRST CORPORATION | June 11, 2026 | To approve, by an advisory (non-binding) vote, certain compensation that may be paid or become payable to UniFirst named executed officers that is based on or otherwise relates to the transactions contemplated by the merger agreement (the ''UniFirst compensation proposal''). Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 1 fund |
| UNITED NATURAL FOODS, INC. | December 16, 2025 | The approval of the Fifth Amended and Restated 2020 Equity Incentive Plan. Compensation |
Board | For | FOR 8 funds |
AGAINST 1 fund |
| UNITEDHEALTH GROUP INCORPORATED | June 1, 2026 | Advisory approval of the Company's executive compensation. Say-on-Pay |
Board | For | AGAINST 17 funds |
FOR 8 funds |
| UNITY SOFTWARE INC. | May 13, 2026 | To approve, on an advisory basis, the compensation of the Company's named executive officers, as disclosed in the accompanying proxy statement. Say-on-Pay |
Board | For | FOR 14 funds |
AGAINST 1 fund |
| UNIVERSAL HEALTH SERVICES, INC. | May 20, 2026 | Election of Director: Nina Chen-Langenmayr Director Elections |
Board | For | FOR 14 funds |
WITHHOLD 4 funds |
| UPWORK INC. | June 4, 2026 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 1 fund |
| VIRTUS INVESTMENT PARTNERS, INC. | May 20, 2026 | Election of Directors: Timothy A. Holt Director Elections |
Board | For | WITHHOLD 9 funds |
FOR 1 fund |
| VITAL FARMS, INC. | June 10, 2026 | To elect the two nominees named in the attached proxy statement as directors to serve on the Board of Directors for a three-year term. Russell Diez-Canseco Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| WELLS FARGO & COMPANY | April 28, 2026 | Advisory resolution to approve executive compensation (Say on Pay). Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 8 funds |
| WEYCO GROUP, INC. | May 5, 2026 | Advisory vote on the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 1 fund |
| WILLDAN GROUP, INC. | June 17, 2026 | Approval of an amendment to the Company's 2008 Performance Incentive Plan (the "2008 Plan"), including an increase in the number of shares available for grant under the 2008 Plan. Compensation |
Board | For | AGAINST 5 funds |
FOR 1 fund |
| WORKDAY, INC. | June 16, 2026 | To approve the amendment and restatement of our 2012 Employee Stock Purchase Plan to increase the number of shares of common stock reserved for issuance. Compensation |
Board | For | FOR 14 funds |
AGAINST 1 fund |
| WORKDAY, INC. | June 16, 2026 | To approve the amendment and restatement of our 2022 Equity Incentive Plan to increase the number of shares of common stock reserved for issuance. Compensation |
Board | For | FOR 14 funds |
AGAINST 1 fund |
| WORKIVA INC. | May 28, 2026 | Approval of the Amendment and Restatement of the Workiva Inc. 2014 Equity Incentive Plan to increase the number of shares that may be issued under the Plan. Compensation |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| WORKIVA INC. | May 28, 2026 | Election of Directors: Michael M. Crow, Ph.D. Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| WORLD ACCEPTANCE CORPORATION | August 20, 2025 | APPROVE THE WORLD ACCEPTANCE CORPORATION 2025 STOCK INCENTIVE PLAN. Compensation |
Board | For | FOR 8 funds |
AGAINST 1 fund |
| WYNDHAM HOTELS & RESORTS, INC. | May 14, 2026 | To vote on an advisory resolution to approve our executive compensation program. Say-on-Pay |
Board | For | FOR 14 funds |
AGAINST 1 fund |
| Welltower Inc. | May 21, 2026 | Election of Directors: Ade J. Patton Director Elections |
Board | For | AGAINST 15 funds |
FOR 3 funds |
| Welltower Inc. | May 21, 2026 | Election of Directors: Johnese M. Spisso Director Elections |
Board | For | AGAINST 15 funds |
FOR 3 funds |
| Welltower Inc. | May 21, 2026 | Election of Directors: Kathryn M. Sullivan Director Elections |
Board | For | AGAINST 15 funds |
FOR 3 funds |
| Welltower Inc. | May 21, 2026 | Election of Directors: Sergio D. Rivera Director Elections |
Board | For | AGAINST 15 funds |
FOR 3 funds |
| Workday, Inc. | June 16, 2026 | Election of Class II Directors: George J. Still, Jr. Director Elections |
Board | For | AGAINST 14 funds |
FOR 1 fund |
| YEXT, INC. | June 10, 2026 | Approve the amended, restated and extended Yext, Inc. 2016 Equity Incentive Plan. Compensation |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| Yext, Inc. | June 10, 2026 | Election of Class III Directors: Andrew Sheehan Director Elections |
Board | For | FOR 4 funds |
AGAINST 1 fund |
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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.