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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
INTERNATIONAL FLAVORS & FRAGRANCES INC. April 29, 2026 Approve, on an advisory basis, the compensation of our named executive officers in 2025.
Say-on-Pay
Board For FOR
16 funds
Split
1 FOR, 1 AGAINST
IQVIA HOLDINGS INC. April 23, 2026 Approve an advisory (non-binding) resolution to approve IQVIA's executive compensation (say-on-pay).
Say-on-Pay
Board For FOR
16 funds
Split
2 FOR, 1 AGAINST
IQVIA HOLDINGS INC. April 23, 2026 Approve the adoption of the IQVIA Holdings Inc. 2026 Incentive and Stock Award Plan.
Compensation
Board For FOR
14 funds
Split
1 FOR, 2 AGAINST
JOHNSON & JOHNSON April 23, 2026 Ratification of Appointment of PricewaterhouseCoopers LLP as the Independent Registered Public Accounting Firm
Audit-related
Board For FOR
15 funds
Split
10 FOR, 1 AGAINST
KRYSTAL BIOTECH, INC. May 15, 2026 Approval of the Company's Non-Employee Director Compensation Policy.
Compensation
Board For AGAINST
5 funds
Split
1 FOR, 2 AGAINST
LENNAR CORPORATION April 8, 2026 Approve, on an advisory basis, the compensation of our named executive officers.
Say-on-Pay
Board For AGAINST
14 funds
Split
2 FOR, 1 AGAINST
M/I HOMES, INC. May 13, 2026 A non-binding, advisory resolution to approve the compensation of the named executive officers of M/I Homes, Inc.
Say-on-Pay
Board For FOR
10 funds
Split
1 FOR, 1 AGAINST
M/I HOMES, INC. May 13, 2026 Election of Directors: Bruce A. Soll
Director Elections
Board For FOR
8 funds
Split
1 FOR, 1 WITHHOLD
M/I HOMES, INC. May 13, 2026 Election of Directors: Phillip G. Creek
Director Elections
Board For FOR
8 funds
Split
1 FOR, 1 WITHHOLD
MICROSOFT CORPORATION December 5, 2025 Election of Directors: Hugh F. Johnston
Director Elections
Board For AGAINST
15 funds
Split
8 FOR, 6 AGAINST
Mastercard Incorporated June 16, 2026 ELECTION OF DIRECTORS TO SERVE ON THE BOARD OF DIRECTORS: Choon Phong Goh
Director Elections
Board For FOR
13 funds
Split
7 FOR, 1 AGAINST
Moody's Corporation April 14, 2026 Election of Directors: Leslie F. Seidman
Director Elections
Board For FOR
12 funds
Split
2 FOR, 1 AGAINST
NIKE, Inc. September 9, 2025 Class B director nominees: To elect a Board of Directors for the ensuing year: John Rogers, Jr.
Director Elections
Board For WITHHOLD
12 funds
Split
2 FOR, 3 WITHHOLD
ORACLE CORPORATION November 18, 2025 Advisory Vote to Approve the Compensation of our Named Executive Officers
Say-on-Pay
Board For FOR
16 funds
Split
9 FOR, 4 AGAINST
PFIZER INC. April 23, 2026 Election of Directors: Joseph J. Echevarria
Director Elections
Board For FOR
14 funds
Split
5 FOR, 3 AGAINST
PROLOGIS, INC. April 28, 2026 Advisory Vote to Approve the Company's Executive Compensation for 2025.
Say-on-Pay
Board For AGAINST
17 funds
Split
2 FOR, 7 AGAINST
Palo Alto Networks, Inc. December 9, 2025 Election of Class II Directors: John M. Donovan
Director Elections
Board For AGAINST
14 funds
Split
2 FOR, 4 AGAINST
Paychex, Inc. October 9, 2025 Election of Directors: Pamela A. Joseph
Director Elections
Board For FOR
15 funds
Split
5 FOR, 1 AGAINST
RHYTHM PHARMACEUTICALS, INC. June 24, 2026 Approval, on an advisory (non-binding) basis, of the compensation of the named executive officers of the Company.
Say-on-Pay
Board For FOR
9 funds
Split
1 FOR, 1 AGAINST
RYERSON HOLDING CORPORATION April 30, 2026 The adoption, on a non-binding, advisory basis, of a resolution approving the compensation of our named executive officers.
Say-on-Pay
Board For FOR
9 funds
Split
1 FOR, 1 AGAINST
Rambus Inc. April 23, 2026 Election of Directors: Charles Kissner
Director Elections
Board For FOR
10 funds
Split
1 FOR, 1 AGAINST
Royalty Pharma Plc June 4, 2026 Election of Directors: Ted Love, M.D.
Director Elections
Board For FOR
12 funds
Split
4 FOR, 1 AGAINST
Royalty Pharma Plc June 4, 2026 Election of Directors: Vlad Coric, M.D.
Director Elections
Board For AGAINST
12 funds
Split
4 FOR, 1 AGAINST
SLB Limited April 8, 2026 Election of Directors: Miguel Galuccio
Director Elections
Board For FOR
14 funds
Split
4 FOR, 2 AGAINST
Simon Property Group, Inc. May 13, 2026 Election of Directors: Daniel C. Smith, Ph.D.
Director Elections
Board For FOR
17 funds
Split
3 FOR, 1 AGAINST
Simon Property Group, Inc. May 13, 2026 Election of Directors: Reuben S. Leibowitz
Director Elections
Board For FOR
17 funds
Split
3 FOR, 1 AGAINST
Simon Property Group, Inc. May 13, 2026 Election of Directors: Stefan M. Selig
Director Elections
Board For FOR
17 funds
Split
3 FOR, 1 AGAINST
T-MOBILE US, INC. June 16, 2026 Advisory Vote to Approve the Compensation Provided to the Company's Named Executive Officers for 2025.
Say-on-Pay
Board For AGAINST
15 funds
Split
2 FOR, 1 AGAINST
TESLA, INC. November 6, 2025 A Tesla proposal for approval of the 2025 CEO Performance Award.
Compensation
Board For FOR
13 funds
Split
4 FOR, 5 AGAINST
THE COCA-COLA COMPANY April 29, 2026 Election of Directors: Thomas S. Gayner
Director Elections
Board For AGAINST
15 funds
Split
5 FOR, 3 AGAINST
Texas Instruments Incorporated April 16, 2026 Election of Directors: Todd Bluedorn
Director Elections
Board For FOR
17 funds
Split
6 FOR, 4 AGAINST
UNITED THERAPEUTICS CORPORATION June 26, 2026 Approval of the United Therapeutics Corporation 2026 Stock Incentive Plan.
Compensation
Board For FOR
13 funds
Split
2 FOR, 3 AGAINST
Uber Technologies, Inc. May 4, 2026 Election of Directors: Nikesh Arora
Director Elections
Board For AGAINST
13 funds
Split
7 FOR, 2 AGAINST
WELLTOWER INC. May 21, 2026 The approval, on an advisory basis, of the compensation of the named executive officers.
Say-on-Pay
Board For AGAINST
16 funds
Split
2 FOR, 4 AGAINST
WILLIAMS-SONOMA, INC. June 18, 2026 Election of directors: William Ready
Director Elections
Board For AGAINST
14 funds
Split
2 FOR, 1 AGAINST
ZOETIS INC. May 20, 2026 Ratification of appointment of KPMG LLP as our independent registered public accounting firm for 2026.
Audit-related
Board For FOR
14 funds
Split
2 FOR, 1 AGAINST
ZSCALER, INC. January 12, 2026 To approve on a non-binding, advisory basis, the compensation of our named executive officers.
Say-on-Pay
Board For FOR
10 funds
Split
5 FOR, 1 AGAINST
Zoetis Inc. May 20, 2026 Election of Directors: Frank A. D'Amelio
Director Elections
Board For FOR
14 funds
Split
2 FOR, 1 AGAINST
Zoetis Inc. May 20, 2026 Election of Directors: Gregory Norden
Director Elections
Board For FOR
14 funds
Split
2 FOR, 1 AGAINST
Zoetis Inc. May 20, 2026 Election of Directors: Michael B. McCallister
Director Elections
Board For FOR
14 funds
Split
2 FOR, 1 AGAINST
Zoetis Inc. May 20, 2026 Election of Directors: Paul M. Bisaro
Director Elections
Board For FOR
14 funds
Split
2 FOR, 1 AGAINST
Zoetis Inc. May 20, 2026 Election of Directors: Sanjay Khosla
Director Elections
Board For FOR
14 funds
Split
2 FOR, 1 AGAINST
Zoetis Inc. May 20, 2026 Election of Directors: Willie M. Reed
Director Elections
Board For FOR
14 funds
Split
2 FOR, 1 AGAINST

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