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
655 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 |
|---|---|---|---|---|---|---|
| COMPX INTERNATIONAL INC. | May 20, 2026 | Election of Directors: Scott C. James Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 1 fund |
| COMPX INTERNATIONAL INC. | May 20, 2026 | Election of Directors: Terri L. Herrington Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 1 fund |
| COMPX INTERNATIONAL INC. | May 20, 2026 | Nonbinding advisory vote approving named executive officer compensation. Say-on-Pay |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| CONCENTRIX CORPORATION | March 25, 2026 | Approval of an amendment to the Company's 2020 Stock Incentive Plan to increase the number of shares available for issuance. Compensation |
Board | For | FOR 8 funds |
AGAINST 2 funds |
| CONSUMER PORTFOLIO SERVICES, INC. | November 19, 2025 | To approve the Company's 2025 Equity Incentive Plan. Compensation |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| CORPAY, INC. | May 7, 2026 | Elect Directors nominated by the Board of Directors for a one-year term: Annabelle Bexiga Director Elections |
Board | For | FOR 13 funds |
AGAINST 1 fund |
| CORPAY, INC. | May 7, 2026 | Elect Directors nominated by the Board of Directors for a one-year term: Hala G. Moddelmog Director Elections |
Board | For | FOR 13 funds |
AGAINST 1 fund |
| CORPAY, INC. | May 7, 2026 | Elect Directors nominated by the Board of Directors for a one-year term: Joseph W. Farrelly Director Elections |
Board | For | FOR 13 funds |
AGAINST 1 fund |
| CORPAY, INC. | May 7, 2026 | Elect Directors nominated by the Board of Directors for a one-year term: Steven T. Stull Director Elections |
Board | For | FOR 13 funds |
AGAINST 1 fund |
| CORPAY, INC. | May 7, 2026 | Elect Directors nominated by the Board of Directors for a one-year term: Thomas M. Hagerty Director Elections |
Board | For | FOR 13 funds |
AGAINST 1 fund |
| CORVEL CORPORATION | August 7, 2025 | To approve the 2025 Stock Incentive Plan. Compensation |
Board | For | FOR 6 funds |
AGAINST 1 fund |
| COSTAR GROUP, INC. | June 23, 2026 | Proposal to approve, on an advisory basis, the Company's executive compensation. Say-on-Pay |
Board | For | AGAINST 16 funds |
FOR 1 fund |
| CRISPR THERAPEUTICS AG | June 4, 2026 | Approval of the CRISPR Therapeutics AG 2026 Stock Option and Incentive Plan. Compensation |
Board | For | FOR 5 funds |
AGAINST 2 funds |
| CRISPR THERAPEUTICS AG | June 4, 2026 | Binding vote on maximum non- performance-related compensation for members of the Board of Directors from the 2026 Annual General Meeting to the 2027 annual general meeting of shareholders. Compensation |
Board | For | FOR 5 funds |
AGAINST 2 funds |
| CRISPR THERAPEUTICS AG | June 4, 2026 | Binding vote on maximum variable compensation for members of the Executive Committee for the current year ending December 31, 2026. Compensation |
Board | For | FOR 5 funds |
AGAINST 2 funds |
| CRISPR THERAPEUTICS AG | June 4, 2026 | Re-election of Sandesh Mahatme, LL.M. Director Elections |
Board | For | AGAINST 5 funds |
FOR 2 funds |
| CUSTOMERS BANCORP, INC. | May 26, 2026 | To approve a non-binding advisory resolution on named executive officer compensation. Say-on-Pay |
Board | For | FOR 10 funds |
AGAINST 1 fund |
| CUSTOMERS BANCORP, INC. | May 26, 2026 | To approve an amendment to the Company's 2019 Stock Incentive Plan. Compensation |
Board | For | FOR 9 funds |
AGAINST 1 fund |
| Capital One Financial Corporation | May 8, 2026 | Election of Directors: Jennifer L. Wong Director Elections |
Board | For | AGAINST 12 funds |
FOR 6 funds |
| Carter's, Inc. | May 13, 2026 | Election of nine nominated directors: Stephanie P. Stahl Director Elections |
Board | For | FOR 8 funds |
AGAINST 2 funds |
| CenterPoint Energy, Inc. | April 16, 2026 | Election of Directors: Christopher H. Franklin Director Elections |
Board | For | AGAINST 13 funds |
FOR 2 funds |
| CenterPoint Energy, Inc. | April 16, 2026 | Election of Directors: Dean L. Seavers Director Elections |
Board | For | AGAINST 13 funds |
FOR 2 funds |
| CenterPoint Energy, Inc. | April 16, 2026 | Election of Directors: Thaddeus J. Malik Director Elections |
Board | For | AGAINST 13 funds |
FOR 2 funds |
| CenterPoint Energy, Inc. | April 16, 2026 | Election of Directors: Theodore F. Pound Director Elections |
Board | For | AGAINST 13 funds |
FOR 2 funds |
| CenterPoint Energy, Inc. | April 16, 2026 | Election of Directors: Wendy Montoya Cloonan Director Elections |
Board | For | AGAINST 13 funds |
FOR 2 funds |
| Charter Communications, Inc. | April 21, 2026 | Election of Directors: W. Lance Conn Director Elections |
Board | For | AGAINST 13 funds |
FOR 2 funds |
| Circle Internet Group, Inc. | May 14, 2026 | Election of Three Class I Directors: Craig Broderick Director Elections |
Board | For | AGAINST 9 funds |
FOR 3 funds |
| Circle Internet Group, Inc. | May 14, 2026 | Election of Three Class I Directors: Jeremy Allaire Director Elections |
Board | For | AGAINST 9 funds |
FOR 3 funds |
| Circle Internet Group, Inc. | May 14, 2026 | Election of Three Class I Directors: P. Sean Neville Director Elections |
Board | For | FOR 9 funds |
AGAINST 3 funds |
| Cohu, Inc. | May 15, 2026 | Election of three (3) Class 1 directors, for a term of three years each: William E. Bendush Director Elections |
Board | For | FOR 7 funds |
AGAINST 1 fund |
| Coupang, Inc. | June 11, 2026 | Election of Directors: Ambereen Toubassy Director Elections |
Board | For | FOR 14 funds |
AGAINST 2 funds |
| Coupang, Inc. | June 11, 2026 | Election of Directors: Bom Kim Director Elections |
Board | For | FOR 14 funds |
AGAINST 2 funds |
| Coupang, Inc. | June 11, 2026 | Election of Directors: Jason Child Director Elections |
Board | For | FOR 14 funds |
AGAINST 2 funds |
| Cracker Barrel Old Country Store, Inc. | November 20, 2025 | To elect ten (10) directors: Julie Masino Director Elections |
Board | Contested | ABSTAIN 7 funds |
AGAINST 1 fund |
| Cross Country Healthcare, Inc. | December 9, 2025 | Proposal to elect seven directors for terms expiring at the 2026 annual meeting: Dwayne Allen Director Elections |
Board | For | AGAINST 7 funds |
FOR 1 fund |
| DICK'S Sporting Goods, Inc. | June 10, 2026 | Election of Directors, each for a term that expires in 2027: Edward W. Stack Director Elections |
Board | For | FOR 12 funds |
WITHHOLD 2 funds |
| DICK'S Sporting Goods, Inc. | June 10, 2026 | Election of Directors, each for a term that expires in 2027: Larry Fitzgerald, Jr. Director Elections |
Board | For | FOR 12 funds |
WITHHOLD 2 funds |
| DICK'S Sporting Goods, Inc. | June 10, 2026 | Election of Directors, each for a term that expires in 2027: Lawrence J. Schorr Director Elections |
Board | For | FOR 12 funds |
WITHHOLD 2 funds |
| DICK'S Sporting Goods, Inc. | June 10, 2026 | Election of Directors, each for a term that expires in 2027: Robert W. Eddy Director Elections |
Board | For | FOR 12 funds |
WITHHOLD 2 funds |
| DICK'S Sporting Goods, Inc. | June 10, 2026 | Election of Directors, each for a term that expires in 2027: William J. Colombo Director Elections |
Board | For | FOR 12 funds |
WITHHOLD 2 funds |
| DOLBY LABORATORIES, INC. | February 3, 2026 | Election of Directors: Avadis Tevanian, Jr. Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 1 fund |
| DOLBY LABORATORIES, INC. | February 3, 2026 | Election of Directors: David Dolby Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 1 fund |
| DOLBY LABORATORIES, INC. | February 3, 2026 | Election of Directors: Peter Gotcher Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 1 fund |
| DOLBY LABORATORIES, INC. | February 3, 2026 | Election of Directors: Simon Segars Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 1 fund |
| DOORDASH, INC. | June 10, 2026 | The election of the following director nominee(s): Alfred Lin Director Elections |
Board | For | FOR 12 funds |
AGAINST 7 funds |
| DOORDASH, INC. | June 10, 2026 | The election of the following director nominee(s): Shona L. Brown Director Elections |
Board | For | FOR 12 funds |
AGAINST 7 funds |
| DOORDASH, INC. | June 10, 2026 | The election of the following director nominee(s): Stanley Tang Director Elections |
Board | For | FOR 12 funds |
AGAINST 7 funds |
| DOUGLAS ELLIMAN INC. | June 18, 2026 | Advisory vote on executive compensation (the say-on-pay vote). Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 1 fund |
| DOW INC. | April 9, 2026 | Approval of the Amendment to the 2019 Stock Incentive Plan Compensation |
Board | For | FOR 13 funds |
AGAINST 3 funds |
| Daily Journal Corporation | February 24, 2026 | Election of four Directors: Mary Conlin Director Elections |
Board | For | AGAINST 4 funds |
FOR 1 fund |
| Dave Inc. | June 2, 2026 | Director Election: Dan Preston Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 2 funds |
| Deckers Outdoor Corporation | September 8, 2025 | Election of Directors: Lauri M. Shanahan Director Elections |
Board | For | AGAINST 13 funds |
FOR 2 funds |
| DocuSign, Inc. | June 1, 2026 | Election of Class II Directors: Allan Thygesen Director Elections |
Board | For | FOR 13 funds |
AGAINST 3 funds |
| DocuSign, Inc. | June 1, 2026 | Election of Class II Directors: Cain A. Hayes Director Elections |
Board | For | FOR 13 funds |
AGAINST 3 funds |
| DocuSign, Inc. | June 1, 2026 | Election of Class II Directors: James Beer Director Elections |
Board | For | FOR 13 funds |
AGAINST 3 funds |
| EASTMAN KODAK COMPANY | May 20, 2026 | Advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 1 fund |
| EASTMAN KODAK COMPANY | May 20, 2026 | Approval of the Third Amendment to the Amended and Restated 2013 Omnibus Incentive Plan. Compensation |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| EDISON INTERNATIONAL | April 23, 2026 | Advisory Vote to Approve Executive Compensation Say-on-Pay |
Board | For | AGAINST 15 funds |
FOR 6 funds |
| ENANTA PHARMACEUTICALS, INC. | March 11, 2026 | To approve an amendment to our 2019 Equity Incentive Plan. Compensation |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| ENVELA CORPORATION | June 24, 2026 | Election of Directors: Jim R. Ruth Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 1 fund |
| ENVELA CORPORATION | June 24, 2026 | Election of Directors: John R. Loftus Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 1 fund |
| EQUIFAX INC. | May 7, 2026 | Advisory vote to approve named executive officer compensation ("say-on-pay"). Say-on-Pay |
Board | For | AGAINST 15 funds |
FOR 1 fund |
| EVERCORE INC. | June 10, 2026 | Approval of the Fourth Amended and Restated 2016 Evercore Inc. Stock Incentive Plan. Compensation |
Board | For | FOR 12 funds |
AGAINST 1 fund |
| Embecta Corp. | February 11, 2026 | Election of Directors: Christopher R. Reidy Director Elections |
Board | For | AGAINST 7 funds |
FOR 1 fund |
| Entrada Therapeutics, Inc. | June 10, 2026 | Election of Directors: Bernhardt Zeiher, M.D. Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| Entrada Therapeutics, Inc. | June 10, 2026 | Election of Directors: Peter S. Kim, Ph.D. Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| Expedia Group, Inc. | June 17, 2026 | Election of Directors: Alex von Furstenberg Director Elections |
Board | For | WITHHOLD 13 funds |
FOR 6 funds |
| Expedia Group, Inc. | June 17, 2026 | Election of Directors: Barry Diller Director Elections |
Board | For | FOR 13 funds |
WITHHOLD 6 funds |
| Expedia Group, Inc. | June 17, 2026 | Election of Directors: Craig Jacobson Director Elections |
Board | For | WITHHOLD 13 funds |
FOR 6 funds |
| F5, INC. | March 12, 2026 | Approve the F5, Inc. 2026 Incentive Award Plan. Compensation |
Board | For | FOR 14 funds |
AGAINST 3 funds |
| FEDEX CORPORATION | September 29, 2025 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 4 funds |
| FIDELITY NAT'L INFORMATION SERVICES,INC. | June 10, 2026 | To approve, on an advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 18 funds |
AGAINST 3 funds |
| FIRST CAPITAL, INC. | May 18, 2026 | Election of Directors: Dana L. Huber Director Elections |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| FIRST CAPITAL, INC. | May 18, 2026 | Election of Directors: Lou Ann Moore Director Elections |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| FIRST CAPITAL, INC. | May 18, 2026 | Election of Directors: Michael C. Frederick Director Elections |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| FIRST CAPITAL, INC. | May 18, 2026 | Election of Directors: Robert C. Guilfoyle Director Elections |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| FIRST CAPITAL, INC. | May 18, 2026 | Election of Directors: William W. Harrod Director Elections |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| FIRST HORIZON CORPORATION | April 28, 2026 | Ratification of appointment of KPMG LLP as auditors. Audit-related |
Board | For | AGAINST 12 funds |
FOR 1 fund |
| FIRST UNITED CORPORATION | May 7, 2026 | Election of Directors: H. Andrew Walls, III Director Elections |
Board | For | AGAINST 2 funds |
FOR 1 fund |
| FIRSTCASH HOLDINGS, INC. | June 9, 2026 | Approve the reincorporation of the Company to the State of Texas by conversion. Extraordinary Transactions |
Board | For | FOR 9 funds |
AGAINST 1 fund |
| FLYWIRE CORPORATION | June 2, 2026 | Approve, on a non-binding, advisory basis, the compensation of Flywire Corporation's named executive officers Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 1 fund |
| FLYWIRE CORPORATION | June 2, 2026 | Elect three directors to serve as Class II directors until the 2029 Annual Meeting of Stockholders Alex Finkelstein Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| FRESH DEL MONTE PRODUCE INC. | June 4, 2026 | Elect two director nominees for a three-year term expiring at the 2029 Annual General Meeting of Shareholders: Michael J. Berthelot Director Elections |
Board | For | FOR 7 funds |
AGAINST 1 fund |
| Fennec Pharmaceuticals Inc. | June 10, 2026 | 2026 EQUITY INDUCEMENT PLAN To consider, and if deemed advisable, ratify and approve the adoption of Fennec's 2026 Equity Inducement Plan. Compensation |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| Fennec Pharmaceuticals Inc. | June 10, 2026 | AMENDMENT TO 2020 EQUITY INCENTIVE PLAN To consider, and if deemed advisable, approve an increase in the number of Common Shares which are reserved for issuance under Fennec's 2020 Equity Incentive Plan. Compensation |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| Ford Motor Company | May 14, 2026 | Election of Directors: Jon M. Huntsman, Jr. Director Elections |
Board | For | AGAINST 14 funds |
FOR 5 funds |
| Ford Motor Company | May 14, 2026 | Election of Directors: William Clay Ford, Jr. Director Elections |
Board | For | FOR 14 funds |
AGAINST 5 funds |
| Fortune Brands Innovations, Inc. | May 5, 2026 | Advisory vote to approve named executive officer compensation Say-on-Pay |
Board | For | FOR 13 funds |
AGAINST 1 fund |
| Fortune Brands Innovations, Inc. | May 5, 2026 | Election of Class II Directors: Brendan M. Foley Director Elections |
Board | For | FOR 12 funds |
AGAINST 1 fund |
| Fortune Brands Innovations, Inc. | May 5, 2026 | Election of Class II Directors: Stephanie L. Pugliese Director Elections |
Board | For | FOR 12 funds |
AGAINST 1 fund |
| GARMIN LTD | June 5, 2026 | Re-election of Min H. Kao as Executive Chairman Corporate Governance |
Board | For | AGAINST 12 funds |
FOR 4 funds |
| GENERAL MOTORS COMPANY | June 2, 2026 | Proposal to Approve Amendment No. 2 to the Company's 2020 Long-Term Incentive Plan to Increase the Number of Shares Available for Issuance Thereunder Compensation |
Board | For | FOR 12 funds |
AGAINST 5 funds |
| GLOBALSTAR, INC. | May 13, 2026 | Approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| GPGI, Inc. | June 11, 2026 | Election of Directors: Mark R. James Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| GUARANTY BANCSHARES, INC. | September 17, 2025 | To vote on an advisory (non-binding) proposal to approve the compensation that may be paid or become payable to the named executive officers of Guaranty Bancshares, Inc. that is based on or otherwise relates to the merger. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 1 fund |
| GUARDIAN PHARMACY SERVICES INC. | May 5, 2026 | To elect Class II directors, to hold office until the annual meeting of stockholders to be held in 2029 and until their successors are duly elected and qualified. John Ackerman Director Elections |
Board | For | FOR 3 funds |
WITHHOLD 1 fund |
| Globalstar, Inc. | May 13, 2026 | Election of Class B Directors: James F. Lynch Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| Globalstar, Inc. | May 13, 2026 | Election of Class B Directors: Timothy E. Taylor Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| HCA Healthcare, Inc. | April 23, 2026 | Election of Directors: Hugh F. Johnston Director Elections |
Board | For | AGAINST 14 funds |
FOR 6 funds |
| HEICO Corporation | March 13, 2026 | ELECTION OF HEICO'S BOARD OF DIRECTORS FOR THE ENSUING YEAR: Dr. Alan Schriesheim Director Elections |
Board | For | FOR 11 funds |
AGAINST 2 funds |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 18, 2026 from SEC Form N-PX filings.