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
460 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 |
|---|---|---|---|---|---|---|
| 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 |
← Previous Page 5 of 5
How items are matched and positions counted: see the comparison table and the methodology. Built October 18, 2026 from SEC Form N-PX filings.