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 |
|---|---|---|---|---|---|---|
| HERBALIFE LTD. | April 30, 2026 | Election of Directors: Des Walsh Director Elections |
Board | For | AGAINST 8 funds |
FOR 2 funds |
| HEWLETT PACKARD ENTERPRISE COMPANY | April 1, 2026 | Advisory vote to approve the Hewlett Packard Enterprise Company's executive compensation Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 3 funds |
| HEWLETT PACKARD ENTERPRISE COMPANY | April 1, 2026 | Approval of Amendment No. 5 to the Hewlett Packard Enterprise Company 2021 Stock Incentive Plan to increase the plan's shares available for issuance Compensation |
Board | For | FOR 13 funds |
AGAINST 3 funds |
| HOLLEY INC. | May 1, 2026 | Approval of the 2021 Omnibus Incentive Plan, as amended by the First Amendment (as amended, the ''Amended Plan'') to increase the number of authorized shares of common stock reserved for delivery under the Amended Plan as described in the accompanying proxy statement. Compensation |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| HOME BANCSHARES, INC. | April 16, 2026 | Election of Directors: Jim Rankin, Jr. Director Elections |
Board | For | WITHHOLD 9 funds |
FOR 1 fund |
| HORMEL FOODS CORPORATION | January 27, 2026 | Approve the Hormel Foods Corporation 2026 Equity and Incentive Compensation Plan. Compensation |
Board | For | FOR 13 funds |
AGAINST 3 funds |
| HP INC. | April 16, 2026 | To approve the Fifth Amended and Restated HP Inc. 2004 Stock Incentive Plan. Compensation |
Board | For | FOR 13 funds |
AGAINST 6 funds |
| Halliburton Company | May 20, 2026 | Election of Directors: Tobi M. Edwards Young Director Elections |
Board | For | AGAINST 13 funds |
FOR 1 fund |
| IDT CORPORATION | December 11, 2025 | Election of Directors: Elaine S. Yatzkan Director Elections |
Board | For | FOR 8 funds |
AGAINST 1 fund |
| IDT CORPORATION | December 11, 2025 | Election of Directors: Howard S. Jonas Director Elections |
Board | For | FOR 8 funds |
AGAINST 1 fund |
| IDT CORPORATION | December 11, 2025 | Election of Directors: Irwin Katsof Director Elections |
Board | For | FOR 8 funds |
AGAINST 1 fund |
| INGLES MARKETS, INCORPORATED | April 30, 2026 | Company's proposal to approve, by non-binding vote, executive compensation of the Company's named executive officers. Say-on-Pay |
Board | Contested | AGAINST 8 funds |
FOR 1 fund |
| INNOVATIVE INDUSTRIAL PROPERTIES, INC. | June 9, 2026 | Approval of the adoption of the Innovative Industrial Properties, Inc. 2026 Omnibus Incentive Plan. Compensation |
Board | For | FOR 9 funds |
AGAINST 1 fund |
| INSPIRE MEDICAL SYSTEMS, INC. | April 30, 2026 | Approval of an amendment and restatement of the Inspire Medical Systems, Inc. 2018 Incentive Award Plan. Compensation |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| INTEL CORPORATION | May 13, 2026 | Approval of amendment and restatement of the 2006 Equity Incentive Plan. Compensation |
Board | For | FOR 12 funds |
AGAINST 2 funds |
| INTERACTIVE BROKERS GROUP, INC. | April 23, 2026 | To approve an amendment to the Company's 2007 Stock Incentive Plan. Compensation |
Board | For | FOR 15 funds |
AGAINST 1 fund |
| INTERNATIONAL BUSINESS MACHINES CORP. | April 28, 2026 | Approval of 2026 Long-Term Performance Plan Compensation |
Board | For | FOR 14 funds |
AGAINST 5 funds |
| INTERPARFUMS, INC. | September 10, 2025 | To vote for the advisory resolution to approve executive compensation. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 1 fund |
| INTUITIVE SURGICAL, INC. | April 30, 2026 | To approve the amendment and restatement of the Company's Amended and Restated 2010 Incentive Award Plan. Compensation |
Board | For | AGAINST 15 funds |
FOR 7 funds |
| Interactive Brokers Group, Inc. | April 23, 2026 | Election of Directors: Paul J. Brody Director Elections |
Board | For | FOR 15 funds |
AGAINST 1 fund |
| Interactive Brokers Group, Inc. | April 23, 2026 | Election of Directors: Thomas Peterffy Director Elections |
Board | For | FOR 15 funds |
AGAINST 1 fund |
| Interactive Brokers Group, Inc. | April 23, 2026 | Election of Directors: William Peterffy Director Elections |
Board | For | FOR 15 funds |
AGAINST 1 fund |
| JANUS HENDERSON GROUP PLC | May 29, 2026 | Approval to Increase the Cap on Aggregate Annual Compensation for Non-Executive Directors. Compensation |
Board | For | FOR 11 funds |
AGAINST 2 funds |
| John B. Sanfilippo & Son, Inc. | October 29, 2025 | Election of Directors: Ellen C. Taaffe Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 1 fund |
| John B. Sanfilippo & Son, Inc. | October 29, 2025 | Election of Directors: Pamela Forbes Lieberman Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 1 fund |
| KESTRA MEDICAL TECHNOLOGIES, LTD. | September 3, 2025 | The approval of the Kestra Medical Technologies, Ltd. 2025 Employee Stock Purchase Plan. Compensation |
Board | For | AGAINST 4 funds |
FOR 1 fund |
| KITE REALTY GROUP TRUST | May 14, 2026 | Election of Trustees: Caroline L. Young Director Elections |
Board | For | FOR 10 funds |
AGAINST 1 fund |
| KURA ONCOLOGY, INC. | June 4, 2026 | Approval of an amendment to our Amended and Restated 2014 Equity Incentive Plan. Compensation |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| LAMAR ADVERTISING COMPANY | May 14, 2026 | Approval of an amendment and restatement of the Company's 2019 Employee Stock Purchase Plan. Compensation |
Board | For | AGAINST 16 funds |
FOR 1 fund |
| LINCOLN NATIONAL CORPORATION | May 28, 2026 | The approval of an advisory resolution on the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 13 funds |
AGAINST 1 fund |
| LULULEMON ATHLETICA INC. | June 25, 2026 | Advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | Contested | FOR 14 funds |
AGAINST 3 funds |
| LUMENT FINANCE TRUST, INC. | June 10, 2026 | Approval, on an advisory basis, of the compensation of our named executive officers, as described in the proxy statement under "Executive Compensation." Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 1 fund |
| LUMENTUM HOLDINGS INC. | November 19, 2025 | To approve the 2025 Equity Incentive Plan. Compensation |
Board | For | AGAINST 12 funds |
FOR 1 fund |
| Linde Plc | July 29, 2025 | Election of Directors: Dr. Victoria Ossadnik Director Elections |
Board | For | AGAINST 13 funds |
FOR 8 funds |
| Loews Corporation | May 12, 2026 | Election of Directors: Dino E. Robusto Director Elections |
Board | For | AGAINST 14 funds |
FOR 3 funds |
| Louisiana-Pacific Corporation | May 1, 2026 | Election of Class II Directors: Stephen E. Macadam Director Elections |
Board | For | FOR 11 funds |
AGAINST 1 fund |
| Lumentum Holdings Inc. | November 19, 2025 | Election of Directors: Julia S. Johnson Director Elections |
Board | For | AGAINST 12 funds |
FOR 1 fund |
| M-TRON INDUSTRIES, INC. | June 16, 2026 | To approve the Second Amended and Restated M-tron Industries, Inc. 2022 Incentive Plan. Compensation |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| MAPLEBEAR INC. | May 22, 2026 | To approve, on a non-binding, advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 13 funds |
AGAINST 1 fund |
| MAPLEBEAR INC. | May 22, 2026 | To elect the following Class III director nominees: Lily Sarafan Director Elections |
Board | For | FOR 12 funds |
WITHHOLD 1 fund |
| MEDICAL PROPERTIES TRUST, INC. | May 28, 2026 | To approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 11 funds |
FOR 1 fund |
| MEDIFAST, INC. | May 19, 2026 | Approve the Amended and Restated 2012 Share Incentive Plan. Compensation |
Board | For | AGAINST 7 funds |
FOR 1 fund |
| Medical Properties Trust, Inc. | May 28, 2026 | To elect nine directors: D. Paul Sparks, Jr. Director Elections |
Board | For | AGAINST 10 funds |
FOR 1 fund |
| Moelis & Company | June 25, 2026 | Election of Directors: Kenneth L. Shropshire Director Elections |
Board | For | FOR 10 funds |
AGAINST 1 fund |
| Monarch Casino & Resort, Inc. | May 27, 2026 | Election of Directors: John Farahi Director Elections |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| NATURE'S SUNSHINE PRODUCTS, INC. | May 6, 2026 | To approve the adoption of the Nature's Sunshine Products, Inc. 2026 Stock Incentive Plan. Compensation |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| NETAPP, INC. | September 10, 2025 | To approve an amendment to NetApp's 2021 Equity Incentive Plan. Compensation |
Board | For | FOR 14 funds |
AGAINST 7 funds |
| NEUROGENE INC. | June 3, 2026 | To ratify on an advisory (non-binding) basis the appointment of Deloitte & Touche LLP as the Company's independent registered public accounting firm for the year ending December 31, 2026. Audit-related |
Board | For | FOR 3 funds |
AGAINST 1 fund |
| NEXTDOOR HOLDINGS, INC | June 9, 2026 | Election of Class II Director: David Sze Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| NICOLET BANKSHARES, INC. | May 18, 2026 | Approval, on a non-binding advisory basis, of the compensation paid to Nicolet's named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| NL INDUSTRIES, INC. | May 14, 2026 | Election of Directors: Cecil H. Moore, Jr. Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 1 fund |
| NL INDUSTRIES, INC. | May 14, 2026 | Election of Directors: Courtney J. Riley Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 1 fund |
| NL INDUSTRIES, INC. | May 14, 2026 | Election of Directors: Loretta J. Feehan Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 1 fund |
| NL INDUSTRIES, INC. | May 14, 2026 | Election of Directors: Michael S. Simmons Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 1 fund |
| NL INDUSTRIES, INC. | May 14, 2026 | Nonbinding advisory vote approving named executive officer compensation. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 1 fund |
| NOVOCURE LIMITED | June 3, 2026 | The approval of our amended and restated 2024 Omnibus Incentive Plan. Compensation |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| NU SKIN ENTERPRISES, INC. | May 28, 2026 | Approval of our Amended and Restated 2024 Omnibus Incentive Plan Compensation |
Board | For | FOR 7 funds |
AGAINST 1 fund |
| Natural Grocers by Vitamin Cottage, Inc. | March 4, 2026 | Election of Directors: Zephyr Isely Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| OKTA, INC. | June 18, 2026 | To approve an amendment to our 2017 Equity Incentive Plan. Compensation |
Board | For | FOR 13 funds |
AGAINST 1 fund |
| OKTA, INC. | June 18, 2026 | To approve, on an advisory non-binding basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 1 fund |
| OSI SYSTEMS, INC. | December 11, 2025 | Advisory vote to approve the Company's named executive officer compensation for the fiscal year ended June 30, 2025. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 1 fund |
| OSI Systems, Inc. | December 11, 2025 | Election of Directors: Gerald Chizever Director Elections |
Board | For | AGAINST 8 funds |
FOR 1 fund |
| OSI Systems, Inc. | December 11, 2025 | Election of Directors: James B. Hawkins Director Elections |
Board | For | FOR 8 funds |
AGAINST 1 fund |
| OSI Systems, Inc. | December 11, 2025 | Election of Directors: William F. Ballhaus Director Elections |
Board | For | FOR 8 funds |
AGAINST 1 fund |
| PACIRA BIOSCIENCES, INC. | June 9, 2026 | Approval, on an advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | Contested | FOR 9 funds |
AGAINST 1 fund |
| PALANTIR TECHNOLOGIES INC. | June 3, 2026 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 8 funds |
| PAMT CORP | April 30, 2026 | Election of Directors: Edwin J. Lukas Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 1 fund |
| PAMT CORP | April 30, 2026 | Election of Directors: Frederick P. Calderone Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 1 fund |
| PAMT CORP | April 30, 2026 | Election of Directors: Matthew T. Moroun Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 1 fund |
| PAR PACIFIC HOLDINGS, INC. | April 30, 2026 | To approve the Par Pacific Holdings, Inc. 2026 Long- Term Incentive Plan. Compensation |
Board | For | FOR 8 funds |
AGAINST 1 fund |
| PEAKSTONE REALTY TRUST | April 29, 2026 | To approve, on a nonbinding, advisory basis, the compensation that may be paid or become payable to the named executive officers of the Company that is based on or otherwise relates to the Company Merger and the Partnership Merger (as defined in the accompanying proxy statement). Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 1 fund |
| PENUMBRA, INC. | May 6, 2026 | To approve, on a non-binding, advisory basis, the compensation that Penumbra's named executive officers will or may be eligible to receive in connection with the Merger; and Say-on-Pay |
Board | For | FOR 13 funds |
AGAINST 1 fund |
| PERFORMANT HEALTHCARE, INC. | October 17, 2025 | Non-Binding, Advisory Vote on Named Executive Officers Merger-Related Compensation Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 1 fund |
| PERMIAN RESOURCES CORPORATION | May 19, 2026 | To approve the First Amendment to the Permian Resources Corporation 2023 Long Term Incentive Plan. Compensation |
Board | For | FOR 14 funds |
AGAINST 1 fund |
| PHIBRO ANIMAL HEALTH CORPORATION | November 4, 2025 | Ratification of the selection of PricewaterhouseCoopers LLP as the Company's independent registered public accounting firm for the fiscal year ending June 30, 2026. Audit-related |
Board | For | AGAINST 5 funds |
FOR 1 fund |
| PIEDMONT REALTY TRUST, INC. | May 12, 2026 | Approve our Third Amended and Restated Omnibus Incentive Plan. Compensation |
Board | For | FOR 9 funds |
AGAINST 1 fund |
| PLAYTIKA HOLDING CORP. | June 11, 2026 | Advisory Vote to Approve the Compensation of Our Named Executive Officers ("Say-on-Pay" Proposal). Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 2 funds |
| PPG Industries, Inc. | April 16, 2026 | Election of Directors: Catherine R. Smith Director Elections |
Board | For | AGAINST 14 funds |
FOR 4 funds |
| PRO-DEX, INC. | November 20, 2025 | To amend the 2016 Equity Incentive Plan in order to extend its term for an additional ten years. Compensation |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| PROCORE TECHNOLOGIES, INC. | June 4, 2026 | To approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers Say-on-Pay |
Board | For | AGAINST 10 funds |
FOR 1 fund |
| PROG Holdings, Inc. | May 6, 2026 | Election of Directors: Cynthia N. Day Director Elections |
Board | For | FOR 8 funds |
AGAINST 1 fund |
| PROGYNY, INC. | May 21, 2026 | Election of Directors: Cheryl Scott Director Elections |
Board | For | FOR 6 funds |
WITHHOLD 2 funds |
| PROGYNY, INC. | May 21, 2026 | Election of Directors: Kevin Gordon Director Elections |
Board | For | FOR 6 funds |
WITHHOLD 2 funds |
| PROGYNY, INC. | May 21, 2026 | Election of Directors: Lloyd Dean Director Elections |
Board | For | FOR 6 funds |
WITHHOLD 2 funds |
| PROTAGONIST THERAPEUTICS, INC. | June 17, 2026 | To approve the adoption of the Company's 2026 Equity Incentive Plan. Compensation |
Board | For | FOR 4 funds |
AGAINST 2 funds |
| PUBLIC STORAGE | May 6, 2026 | Election of Trustees: Shankh S. Mitra Director Elections |
Board | For | FOR 18 funds |
AGAINST 2 funds |
| PUMA BIOTECHNOLOGY, INC. | June 11, 2026 | Approve an amendment to extend the expiration date until October 4, 2028 of a warrant held by Alan H. Auerbach, as described in the proxy statement. Capital Structure |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| Playtika Holding Corp. | June 11, 2026 | Election of Six Directors: Hong Du Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 2 funds |
| Playtika Holding Corp. | June 11, 2026 | Election of Six Directors: Marc Beilinson Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 2 funds |
| RED ROCK RESORTS, INC. | June 4, 2026 | Advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 1 fund |
| REGENXBIO INC. | May 29, 2026 | To approve a stock option exchange for our executive employees. Compensation |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| REGENXBIO INC. | May 29, 2026 | To approve a stock option exchange for our non-executive employees. Compensation |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| RENAISSANCERE HOLDINGS LTD. | May 5, 2026 | To approve the RenaissanceRe Holdings Ltd. 2026 Long-Term Incentive Plan. Compensation |
Board | For | FOR 9 funds |
AGAINST 2 funds |
| RICHARDSON ELECTRONICS, LTD. | October 7, 2025 | To approve an amendment to the Amended and Restated 2011 Long-Term Incentive Plan to increase the number of shares available for issuance under the Plan. Compensation |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| RIGEL PHARMACEUTICALS, INC. | May 14, 2026 | To ratify the selection of Ernst & Young LLP as the independent registered public accounting firm of the Company for its fiscal year ending December 31, 2026. Audit-related |
Board | For | AGAINST 5 funds |
FOR 2 funds |
| RILEY EXPLORATION PERMIAN, INC. | May 12, 2026 | Approval of the amendment and restatement of the Riley Exploration Permian, Inc. Amended and Restated 2021 Long Term Incentive Plan. Compensation |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| RIVERVIEW BANCORP, INC. | August 28, 2025 | Advisory (non-binding) vote to approve the compensation paid to our named executive officers. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 1 fund |
| ROOT, INC. | June 3, 2026 | To approve, on an advisory basis, our named executive officer compensation. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| RYERSON HOLDING CORPORATION | April 30, 2026 | The approval of the Third Amended and Restated Ryerson Holding Corporation 2014 Omnibus Incentive Plan. Compensation |
Board | For | FOR 7 funds |
AGAINST 2 funds |
| Radiant Logistics, Inc. | November 13, 2025 | Election of Directors: Richard P. Palmieri Director Elections |
Board | For | AGAINST 2 funds |
FOR 1 fund |
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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.