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
69 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 |
|---|---|---|---|---|---|---|
| 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 |
| 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 13, 2026 from SEC Form N-PX filings.