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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

512 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
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

← All 20 managers, 2025-2026

How items are matched and positions counted: see the comparison table and the methodology. Built October 25, 2026 from SEC Form N-PX filings.