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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 itemsSame DifferSplit (not in %)Same position Fund-level
All ballot items 8,7608,105512 14394.1%93.4%
Board proposals 8,0957,635391 6995.1%94.8%
E&S shareholder proposals 15012513 1290.6%89.1%
Other items 515345108 6276.2%73.2%

Where they did not vote alike

Everything Voted differently Split votes

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

143 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.

CompanyMeetingProposalOn the ballot from Board recommendedCharles SchwabFranklin Templeton
ALPHABET INC. June 5, 2026 Shareholder proposal regarding a report on AI data usage oversight
Corporate Governance
Shareholder (E&S) Against AGAINST
16 funds
Split
7 FOR, 7 AGAINST
ALPHABET INC. June 5, 2026 Shareholder proposal regarding a report on AI-generated misinformation
Corporate Governance
Shareholder (E&S) Against AGAINST
16 funds
Split
1 FOR, 14 AGAINST
AT&T INC. May 14, 2026 EEO-1 Report Disclosure Policy
Human Rights or Human Capital/workforce
Shareholder (E&S) Against AGAINST
12 funds
Split
1 FOR, 5 AGAINST
AUTONATION, INC. April 28, 2026 Adoption of stockholder proposal regarding GHG report.
Environment or Climate
Shareholder (E&S) Against AGAINST
11 funds
Split
1 FOR, 1 AGAINST
DOLLAR GENERAL CORPORATION May 28, 2026 To vote on a shareholder proposal asking the Board to report on the feasibility of adopting a comprehensive human rights policy stating the Company's commitment to respect human rights, in alignment with international human rights standards, throughout its operation and value chain.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against AGAINST
13 funds
Split
1 FOR, 5 AGAINST
FASTENAL COMPANY April 23, 2026 Shareholder proposal relating to an EEO-1 reporting disclosure policy, if properly presented at the annual meeting.
Human Rights or Human Capital/workforce
Shareholder (E&S) None AGAINST
17 funds
Split
3 FOR, 5 AGAINST
META PLATFORMS, INC. May 27, 2026 A shareholder proposal regarding report on climate change-related commitments.
Environment or Climate
Shareholder (E&S) Against AGAINST
15 funds
Split
1 FOR, 11 AGAINST
META PLATFORMS, INC. May 27, 2026 A shareholder proposal regarding report on human rights due diligence.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against AGAINST
15 funds
Split
1 FOR, 11 AGAINST
MICROSOFT CORPORATION December 5, 2025 Report on Data Operations in Human Rights Hotspots
Human Rights or Human Capital/workforce
Shareholder (E&S) Against AGAINST
15 funds
Split
8 FOR, 6 AGAINST
MICROSOFT CORPORATION December 5, 2025 Report on Human Rights Due Diligence
Human Rights or Human Capital/workforce
Shareholder (E&S) Against AGAINST
15 funds
Split
8 FOR, 6 AGAINST
VISA INC. January 27, 2026 Shareholder proposal on inclusion ROI audit.
Corporate Governance
Shareholder (E&S) Against AGAINST
15 funds
Split
1 FOR, 7 AGAINST
VISA INC. January 27, 2026 Shareholder proposal on report on online sexual exploitation.
Corporate Governance
Shareholder (E&S) Against AGAINST
15 funds
Split
1 FOR, 7 AGAINST
AMAZON.COM, INC. May 20, 2026 SHAREHOLDER PROPOSAL REQUESTING A MANDATORY INDEPENDENT BOARD CHAIR POLICY
Corporate Governance
Other Against AGAINST
15 funds
Split
7 FOR, 6 AGAINST
AMGEN INC. May 19, 2026 Stockholder proposal to require an independent board chairman.
Corporate Governance
Other Against AGAINST
15 funds
Split
1 FOR, 5 AGAINST
AT&T INC. May 14, 2026 Approve Amendment to Restated Certificate of Incorporation to Provide for Officer Exculpation
Director Elections
Other For FOR
12 funds
Split
5 FOR, 1 AGAINST
AT&T INC. May 14, 2026 Shareholder Right to Act by Written Consent
Shareholder Rights and Defenses
Other Against AGAINST
12 funds
Split
5 FOR, 1 AGAINST
AUTODESK, INC. June 17, 2026 Approval of an amendment of our Amended and Restated Certificate of Incorporation to provide for officer exculpation as permitted by Delaware law.
Director Elections
Other For AGAINST
12 funds
Split
2 FOR, 1 AGAINST
BANK OF AMERICA CORPORATION May 4, 2026 Shareholder proposal requesting independent board chair
Corporate Governance
Other Against AGAINST
14 funds
Split
6 FOR, 4 AGAINST
BLOOM ENERGY CORPORATION May 21, 2026 To approve an amendment to our Restated Certificate of Incorporation to provide for officer exculpation as permitted by Delaware law.
Director Elections
Other For FOR
9 funds
Split
4 FOR, 4 AGAINST
BOOKING HOLDINGS INC. June 2, 2026 Amendment of the Company's certificate of incorporation to provide for the exculpation of officers.
Director Elections
Other For FOR
16 funds
Split
4 FOR, 2 AGAINST
BOSTON SCIENTIFIC CORPORATION April 30, 2026 To amend our Certificate of Incorporation and By-Laws to permit stockholders holding 25% of our common stock to call a special meeting of stockholders.
Shareholder Rights and Defenses
Other For FOR
16 funds
Split
2 FOR, 2 ABSTAIN
BOSTON SCIENTIFIC CORPORATION April 30, 2026 To amend our Certificate of Incorporation to provide for exculpation of certain officers as permitted by Delaware law.
Director Elections
Other For FOR
16 funds
Split
2 FOR, 2 AGAINST
BRISTOL-MYERS SQUIBB COMPANY May 5, 2026 Shareholder Proposal on the Adoption of a Board Policy that the Chairperson of the Board be an Independent Director
Corporate Governance
Other Against AGAINST
15 funds
Split
2 FOR, 7 AGAINST
CENTERPOINT ENERGY, INC. April 16, 2026 Approve CenterPoint Energy, Inc.'s Amended and Restated Certificate of Formation to provide for limited officer exculpation and make certain other immaterial updates.
Director Elections
Other For FOR
13 funds
Split
1 FOR, 1 AGAINST
CHEVRON CORPORATION May 27, 2026 Adopt an Independent Chair
Corporate Governance
Other Against AGAINST
14 funds
Split
1 FOR, 10 AGAINST
COLGATE-PALMOLIVE COMPANY May 8, 2026 Stockholder proposal entitled "Independent Board Chairman."
Corporate Governance
Other Against AGAINST
13 funds
Split
1 FOR, 3 AGAINST
CONOCOPHILLIPS May 12, 2026 Stockholder Proposal - Independent Board Chairman.
Corporate Governance
Other Against AGAINST
13 funds
Split
5 FOR, 1 AGAINST
CROWDSTRIKE HOLDINGS, INC. June 17, 2026 To approve an amendment and restatement of CrowdStrike's amended and restated certificate of incorporation to limit officer liability as permitted by Delaware law.
Director Elections
Other For AGAINST
13 funds
Split
2 FOR, 5 AGAINST
DOMINION ENERGY, INC. May 5, 2026 Shareholder Proposal Regarding a Policy for an Independent Chair
Corporate Governance
Other Against AGAINST
12 funds
Split
3 FOR, 2 AGAINST
DOMINO'S PIZZA, INC. April 21, 2026 Shareholder proposal regarding an independent board chair requirement.
Corporate Governance
Other Against AGAINST
14 funds
Split
1 FOR, 1 AGAINST
ECOLAB INC. May 7, 2026 Vote on a stockholder proposal regarding an independent board chair policy, if properly presented at the meeting.
Corporate Governance
Other Against AGAINST
13 funds
Split
2 FOR, 1 AGAINST
ELI LILLY AND COMPANY May 4, 2026 Shareholder proposal to adopt a policy and amend the bylaws to require an independent board chair.
Corporate Governance
Other Against AGAINST
15 funds
Split
10 FOR, 1 AGAINST
FAIR ISAAC CORPORATION March 4, 2026 To approve an amendment to the Company's Restated Certificate of Incorporation to allow for exculpation of officers as permitted by Delaware Law.
Director Elections
Other For FOR
15 funds
Split
2 FOR, 3 AGAINST
FISERV, INC. May 21, 2026 Shareholder proposal requesting an independent board chair policy.
Corporate Governance
Other Against AGAINST
14 funds
Split
2 FOR, 1 AGAINST
GILEAD SCIENCES, INC. April 30, 2026 To vote on a stockholder proposal requesting an independent Board Chair policy, if properly presented at the Annual Meeting.
Corporate Governance
Other Against AGAINST
14 funds
Split
1 FOR, 5 AGAINST
HONEYWELL INTERNATIONAL INC. May 22, 2026 Shareowner Proposal - Shareholder Right to Act by Written Consent.
Shareholder Rights and Defenses
Other Against AGAINST
12 funds
Split
3 FOR, 4 AGAINST
ILLINOIS TOOL WORKS INC. May 8, 2026 A non-binding stockholder proposal, if properly presented at the meeting, for Directors who fail to obtain a majority vote.
Corporate Governance
Other Against FOR
14 funds
Split
1 FOR, 3 AGAINST
INTERCONTINENTAL EXCHANGE, INC. May 15, 2026 A stockholder proposal regarding independent board chairman, if properly presented at the Annual Meeting.
Corporate Governance
Other Against AGAINST
12 funds
Split
2 FOR, 1 AGAINST
IQVIA HOLDINGS INC. April 23, 2026 If properly presented, a stockholder proposal concerning separate Chairman and Chief Executive Officer roles.
Corporate Governance
Other Against AGAINST
14 funds
Split
1 FOR, 2 AGAINST
JOHNSON & JOHNSON April 23, 2026 Independent Board Chair
Corporate Governance
Other Against AGAINST
15 funds
Split
6 FOR, 5 AGAINST
JPMORGAN CHASE & CO. May 19, 2026 Independent board chairman
Corporate Governance
Other Against AGAINST
14 funds
Split
6 FOR, 7 AGAINST
KRATOS DEFENSE & SEC SOLUTIONS, INC. May 12, 2026 To approve an amendment to the Company's Certificate of Incorporation to provide for officer exculpation.
Director Elections
Other For FOR
11 funds
Split
1 FOR, 3 AGAINST
LAM RESEARCH CORPORATION November 4, 2025 Approval of an amendment to the Company's Restated Certificate of Incorporation to limit the liability of certain officers as permitted by Delaware law.
Director Elections
Other For FOR
13 funds
Split
6 FOR, 2 AGAINST
LOCKHEED MARTIN CORPORATION May 12, 2026 Stockholder Proposal Requiring Independent Board Chairman
Corporate Governance
Other Against AGAINST
15 funds
Split
6 FOR, 1 AGAINST
LOWE'S COMPANIES, INC. May 29, 2026 Shareholder Proposal requesting an independent board chairman.
Corporate Governance
Other Against AGAINST
12 funds
Split
4 FOR, 3 AGAINST
LPL FINANCIAL HOLDINGS INC. May 14, 2026 Adopt amendments to the Charter to provide for officer exculpation.
Director Elections
Other For FOR
11 funds
Split
1 FOR, 1 AGAINST
LYFT, INC. June 3, 2026 To approve the amendment to our Restated Certificate of Incorporation to reflect Delaware law provisions regarding officer exculpation
Director Elections
Other For FOR
9 funds
Split
1 FOR, 1 AGAINST
MASTERCARD INCORPORATED June 16, 2026 Consideration of a stockholder proposal to adopt cumulative voting for the election of directors
Shareholder Rights and Defenses
Other Against AGAINST
13 funds
Split
5 FOR, 3 AGAINST
MCDONALD'S CORPORATION May 20, 2026 Advisory Vote to Adopt Policy for an Independent Chair.
Corporate Governance
Other Against AGAINST
14 funds
Split
3 FOR, 7 AGAINST
MONDELEZ INTERNATIONAL, INC. May 20, 2026 Shareholder proposal requesting adoption of an independent board chairman policy
Corporate Governance
Other Against AGAINST
12 funds
Split
1 FOR, 3 AGAINST
MORGAN STANLEY May 14, 2026 Shareholder proposal requesting an independent Board Chairman
Corporate Governance
Other Against AGAINST
14 funds
Split
7 FOR, 4 AGAINST
NETAPP, INC. September 10, 2025 To approve a stockholder proposal regarding support for Special Shareholder Meeting Improvement.
Shareholder Rights and Defenses
Other Against AGAINST
14 funds
Split
1 FOR, 6 AGAINST
NETFLIX, INC. June 4, 2026 Stockholder proposal entitled, "Adopt Cumulative Voting," if properly presented at the meeting.
Shareholder Rights and Defenses
Other Against AGAINST
13 funds
Split
1 FOR, 8 AGAINST
OSHKOSH CORPORATION May 5, 2026 To vote on a shareholder proposal on the subject of directors who fail to obtain a majority vote.
Corporate Governance
Other Against FOR
11 funds
Split
1 FOR, 2 AGAINST
PEPSICO, INC. May 6, 2026 Shareholder Proposal - Independent Board Chair.
Corporate Governance
Other Against AGAINST
14 funds
Split
2 FOR, 7 AGAINST
PFIZER INC. April 23, 2026 Adopt an Independent Chair Policy
Corporate Governance
Other Against AGAINST
14 funds
Split
3 FOR, 5 AGAINST
RYDER SYSTEM, INC. May 1, 2026 To vote, on an advisory basis, on a shareholder proposal regarding an independent board chair.
Corporate Governance
Other Against AGAINST
11 funds
Split
1 FOR, 1 AGAINST
RYERSON HOLDING CORPORATION April 30, 2026 An amendment to our restated certificate of incorporation to provide for officer exculpation as permitted by Delaware Law.
Director Elections
Other For FOR
7 funds
Split
1 FOR, 1 AGAINST
SALESFORCE, INC. May 28, 2026 A stockholder proposal requesting the adoption of cumulative voting for director elections, if properly presented at the meeting.
Shareholder Rights and Defenses
Other Against AGAINST
14 funds
Split
2 FOR, 4 AGAINST
SYSCO CORPORATION November 14, 2025 To consider a stockholder proposal to adopt a policy requiring that the Board Chair and CEO roles be separate positions held by different people.
Corporate Governance
Other Against AGAINST
14 funds
Split
1 FOR, 4 AGAINST
TARGET CORPORATION June 10, 2026 Shareholder proposal requesting policy requiring the Board Chair to be an independent director.
Corporate Governance
Other Against AGAINST
13 funds
Split
4 FOR, 3 AGAINST
TESLA, INC. November 6, 2025 A shareholder proposal to amend Article X of the bylaws.
Corporate Governance
Other Against AGAINST
13 funds
Split
4 FOR, 5 AGAINST
TESLA, INC. November 6, 2025 A shareholder proposal to amend the bylaws to repeal 3% derivative suit ownership threshold.
Corporate Governance
Other Against FOR
13 funds
Split
4 FOR, 5 AGAINST
ULTA BEAUTY, INC. June 9, 2026 To approve an amendment to our Certificate of Incorporation, as amended, to limit officer liability as permitted by Delaware law.
Director Elections
Other For FOR
14 funds
Split
4 FOR, 1 AGAINST
UNITED RENTALS, INC. May 8, 2026 Stockholder Proposal on Directors Who Fail to Obtain a Majority Vote
Corporate Governance
Other Against FOR
13 funds
Split
1 FOR, 3 AGAINST
VISA INC. January 27, 2026 Shareholder proposal on shareholder right to act by written consent.
Shareholder Rights and Defenses
Other Against AGAINST
15 funds
Split
3 FOR, 4 AGAINST
VISA INC. January 27, 2026 Shareholder proposal requesting the Board of Directors to adopt a policy for an independent chair.
Corporate Governance
Other Against AGAINST
15 funds
Split
1 FOR, 7 AGAINST
VISA INC. January 27, 2026 To approve amendments to our Eighth Restated Certificate of Incorporation to limit officer liability as permitted by Delaware law.
Director Elections
Other For FOR
15 funds
Split
3 FOR, 4 AGAINST
WALMART INC. June 4, 2026 Approval of an Amendment to our Restated Certificate of Incorporation to limit the liability of certain officers as permitted by Delaware law
Director Elections
Other For FOR
16 funds
Split
4 FOR, 5 AGAINST
WALMART INC. June 4, 2026 Request for Cumulative Voting for Board Elections
Shareholder Rights and Defenses
Other Against AGAINST
16 funds
Split
4 FOR, 5 AGAINST
WEC ENERGY GROUP, INC. May 7, 2026 Stockholder proposal to govern by majority vote
Shareholder Rights and Defenses
Other Against AGAINST
14 funds
Split
4 FOR, 1 AGAINST
WELLS FARGO & COMPANY April 28, 2026 Shareholder Proposal - Govern by Majority Vote.
Shareholder Rights and Defenses
Other Against AGAINST
12 funds
Split
5 FOR, 1 AGAINST
WELLS FARGO & COMPANY April 28, 2026 Shareholder Proposal - Request for Board of Directors to Adopt Policy for an Independent Chair.
Corporate Governance
Other Against AGAINST
12 funds
Split
5 FOR, 1 AGAINST
ZIMMER BIOMET HOLDINGS, INC. May 22, 2026 Shareholder Proposal on Independent Board Chairman.
Corporate Governance
Other Against AGAINST
14 funds
Split
1 FOR, 2 AGAINST
ADOBE INC. April 15, 2026 Approve, on an advisory basis, the compensation of our named executive officers.
Say-on-Pay
Board For AGAINST
15 funds
Split
2 FOR, 7 AGAINST
ARCUTIS BIOTHERAPEUTICS, INC. June 5, 2026 Election of Class III directors to hold office until the 2029 Annual Meeting of Stockholders or until their successors are elected. Patrick J. Heron
Director Elections
Board For FOR
5 funds
Split
2 FOR, 1 WITHHOLD
AT&T INC. May 14, 2026 Election of Directors: Matthew K. Rose
Director Elections
Board For FOR
12 funds
Split
5 FOR, 1 AGAINST
Air Products and Chemicals, Inc. January 28, 2026 Election of Directors: Tonit M. Calaway
Director Elections
Board For AGAINST
12 funds
Split
6 FOR, 1 AGAINST
BELLRING BRANDS, INC. January 28, 2026 To consider and vote, on an advisory basis, for the adoption of a resolution approving the compensation of our named executive officers, as such compensation is described under the "Compensation Discussion and Analysis" and "Executive Compensation" sections of this proxy statement.
Say-on-Pay
Board For FOR
11 funds
Split
1 FOR, 1 AGAINST
BRIDGEBIO PHARMA, INC. June 22, 2026 To approve an amendment and restatement of the 2021 Amended and Restated BridgeBio Pharma, Inc. Stock Option and Incentive Plan to increase the number of shares of common stock reserved for issuance thereunder by 2,000,000 shares.
Compensation
Board For FOR
9 funds
Split
2 FOR, 1 AGAINST
BRISTOL-MYERS SQUIBB COMPANY May 5, 2026 Ratification of the Appointment of an Independent Registered Public Accounting Firm
Audit-related
Board For FOR
15 funds
Split
8 FOR, 1 AGAINST
Broadcom Inc. April 20, 2026 Election of Directors: Check Kian Low
Director Elections
Board For AGAINST
15 funds
Split
4 FOR, 7 AGAINST
Broadcom Inc. April 20, 2026 Election of Directors: Diane M. Bryant
Director Elections
Board For AGAINST
15 funds
Split
4 FOR, 7 AGAINST
Broadcom Inc. April 20, 2026 Election of Directors: Harry L. You
Director Elections
Board For AGAINST
15 funds
Split
4 FOR, 8 AGAINST
COMCAST CORPORATION June 10, 2026 Advisory vote on executive compensation
Say-on-Pay
Board For AGAINST
17 funds
Split
1 FOR, 8 AGAINST
CROCS, INC. June 9, 2026 Approval of the Crocs, Inc. 2026 Equity Incentive Plan.
Compensation
Board For FOR
9 funds
Split
1 FOR, 2 AGAINST
CSX Corporation May 12, 2026 Election of Directors: John J. Zillmer
Director Elections
Board For FOR
12 funds
Split
1 FOR, 1 AGAINST
Carvana Co. May 5, 2026 Election of Directors: Neha Parikh
Director Elections
Board For WITHHOLD
10 funds
Split
6 FOR, 3 WITHHOLD
Charter Communications, Inc. April 21, 2026 Election of Directors: Balan Nair
Director Elections
Board For AGAINST
13 funds
Split
1 FOR, 1 AGAINST
Charter Communications, Inc. April 21, 2026 Election of Directors: John D. Markley, Jr.
Director Elections
Board For FOR
13 funds
Split
1 FOR, 1 AGAINST
Ecolab Inc. May 7, 2026 Election of Directors: Michel D. Doukeris
Director Elections
Board For FOR
13 funds
Split
1 FOR, 2 AGAINST
Expedia Group, Inc. June 17, 2026 Election of Directors: Dara Khosrowshahi
Director Elections
Board For FOR
13 funds
Split
4 FOR, 2 WITHHOLD
FISERV, INC. May 21, 2026 To approve, on an advisory basis, the compensation of the named executive officers of Fiserv, Inc.
Say-on-Pay
Board For AGAINST
16 funds
Split
1 FOR, 2 AGAINST
Fastenal Company April 23, 2026 Election of Directors: Stephen L. Eastman
Director Elections
Board For FOR
17 funds
Split
5 FOR, 3 AGAINST
GE HealthCare Technologies Inc. May 7, 2026 Election of Directors: Kevin A. Lobo
Director Elections
Board For FOR
14 funds
Split
2 FOR, 1 AGAINST
GERMAN AMERICAN BANCORP, INC. April 27, 2026 Election of Directors: Tyson J. Wagler
Director Elections
Board For FOR
5 funds
Split
1 FOR, 1 WITHHOLD
Guardant Health, Inc. June 17, 2026 Election of Class II Directors: Ian Clark
Director Elections
Board For FOR
8 funds
Split
2 FOR, 1 WITHHOLD
Guardant Health, Inc. June 17, 2026 Election of Class II Directors: Manuel Hidalgo Medina
Director Elections
Board For FOR
8 funds
Split
2 FOR, 1 WITHHOLD
HNI CORPORATION December 5, 2025 Proposal to approve the issuance of shares of HNI common stock to holders of Steelcase common stock pursuant to the Merger Agreement (the "HNI common stock issuance proposal").
Extraordinary Transactions
Board For FOR
7 funds
Split
1 FOR, 1 AGAINST
HOWMET AEROSPACE INC. May 19, 2026 Advisory vote to approve executive compensation.
Say-on-Pay
Board For FOR
16 funds
Split
2 FOR, 6 AGAINST

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← 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.