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 |
|---|---|---|---|---|---|---|
| A10 NETWORKS, INC. | April 22, 2026 | To approve, on an advisory and non-binding basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 2 funds |
| ACADIAN ASSET MANAGEMENT INC. | June 11, 2026 | Election of Directors: Andrew Kim Director Elections |
Board | For | AGAINST 8 funds |
FOR 1 fund |
| ACM Research, Inc. | June 10, 2026 | Election of Directors: David H. Wang Director Elections |
Board | For | FOR 5 funds |
WITHHOLD 1 fund |
| ACM Research, Inc. | June 10, 2026 | Election of Directors: Tracy Liu Director Elections |
Board | For | FOR 5 funds |
WITHHOLD 1 fund |
| ACME UNITED CORPORATION | April 27, 2026 | Approval of an amendment to the 2022 Employee Stock Option Plan to increase the number of shares authorized for issuance as described in the Proxy Statement. Compensation |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| ADT Inc. | May 27, 2026 | Election of Directors To be elected for terms expiring in 2027: Danielle Tiedt Director Elections |
Board | For | FOR 13 funds |
WITHHOLD 2 funds |
| ADVANCED ENERGY INDUSTRIES, INC. | May 7, 2026 | Approval of the amendment and restatement of the Amended and Restated 2023 Omnibus Incentive Plan; Compensation |
Board | For | FOR 10 funds |
AGAINST 1 fund |
| ALEXANDER'S, INC. | May 21, 2026 | Approval of the Company's 2026 Omnibus Stock Plan. Compensation |
Board | For | FOR 6 funds |
AGAINST 1 fund |
| ALEXANDER'S, INC. | May 21, 2026 | Non-Binding Advisory Resolution on Executive Compensation. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 1 fund |
| ALPHABET INC. | June 5, 2026 | Approval of the amendment and restatement of Alphabet's Amended and Restated 2021 Stock Plan to increase the share reserve by 200,000,000 shares of Class C capital stock Compensation |
Board | For | FOR 16 funds |
AGAINST 15 funds |
| AMERICAN WOODMARK CORPORATION | August 21, 2025 | Election of Directors: Emily C. Videtto Director Elections |
Board | For | FOR 7 funds |
AGAINST 1 fund |
| AMERICAN WOODMARK CORPORATION | October 30, 2025 | To approve, on an advisory (non-binding) basis, the compensation that will or may be paid to American Woodmark's named executive officers in connection with the transactions contemplated by the merger agreement; and Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 1 fund |
| APPLOVIN CORPORATION | June 3, 2026 | Approval, on an advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 14 funds |
AGAINST 11 funds |
| ARDELYX, INC | June 16, 2026 | To approve the amendment to the Amended and Restated 2014 Equity Incentive Award Plan, or the Restated Plan, to increase the maximum number of shares of common stock that may be delivered pursuant to awards granted under the Restated Plan by 9,000,000 shares. Compensation |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| ARTERIS, INC. | June 2, 2026 | Election of Class II directors whose current terms will expire at the annual meeting of stockholders to be held in 2026. Antonio J. Viana Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 2 funds |
| ASPEN AEROGELS, INC. | May 13, 2026 | Approval, on a non-binding, advisory basis, of the compensation of Aspen Aerogels, Inc.'s named executive officers, as disclosed in its Proxy Statement for the 2026 Annual Meeting. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| Albertsons Companies, Inc. | August 7, 2025 | Election of Directors: Sharon Allen Director Elections |
Board | For | FOR 12 funds |
AGAINST 2 funds |
| Alignment Healthcare, Inc. | June 4, 2026 | Election of Directors: David Hodgson Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| Alignment Healthcare, Inc. | June 4, 2026 | Election of Directors: Jacqueline Kosecoff Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| Alignment Healthcare, Inc. | June 4, 2026 | Election of Directors: Jody Bilney Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| Amneal Pharmaceuticals, Inc. | May 6, 2026 | Election of Directors: Deb Autor Director Elections |
Board | For | FOR 8 funds |
AGAINST 1 fund |
| Amneal Pharmaceuticals, Inc. | May 6, 2026 | Election of Directors: J. Kevin Buchi Director Elections |
Board | For | FOR 8 funds |
AGAINST 1 fund |
| Amneal Pharmaceuticals, Inc. | May 6, 2026 | Election of Directors: Jeff George Director Elections |
Board | For | FOR 8 funds |
AGAINST 1 fund |
| Amneal Pharmaceuticals, Inc. | May 6, 2026 | Election of Directors: John Kiely Director Elections |
Board | For | FOR 8 funds |
AGAINST 1 fund |
| Amneal Pharmaceuticals, Inc. | May 6, 2026 | Election of Directors: Paul Meister Director Elections |
Board | For | FOR 8 funds |
AGAINST 1 fund |
| Amneal Pharmaceuticals, Inc. | May 6, 2026 | Election of Directors: Shlomo Yanai Director Elections |
Board | For | FOR 8 funds |
AGAINST 1 fund |
| AppLovin Corporation | June 3, 2026 | Election of Directors: ADAM FOROUGHI Director Elections |
Board | For | FOR 12 funds |
WITHHOLD 9 funds |
| AppLovin Corporation | June 3, 2026 | Election of Directors: Eduardo Vivas Director Elections |
Board | For | FOR 12 funds |
WITHHOLD 9 funds |
| Ares Management Corporation | June 8, 2026 | Election of Directors: Antoinette Bush Director Elections |
Board | For | FOR 16 funds |
AGAINST 5 funds |
| Ares Management Corporation | June 8, 2026 | Election of Directors: Antony P. Ressler Director Elections |
Board | For | FOR 16 funds |
AGAINST 5 funds |
| Ares Management Corporation | June 8, 2026 | Election of Directors: Ashish Bhutani Director Elections |
Board | For | FOR 16 funds |
AGAINST 5 funds |
| Ares Management Corporation | June 8, 2026 | Election of Directors: Bennett Rosenthal Director Elections |
Board | For | FOR 16 funds |
AGAINST 5 funds |
| Ares Management Corporation | June 8, 2026 | Election of Directors: David B. Kaplan Director Elections |
Board | For | FOR 16 funds |
AGAINST 5 funds |
| Ares Management Corporation | June 8, 2026 | Election of Directors: Dr. Judy D. Olian Director Elections |
Board | For | FOR 16 funds |
AGAINST 5 funds |
| Ares Management Corporation | June 8, 2026 | Election of Directors: Eileen Naughton Director Elections |
Board | For | FOR 16 funds |
AGAINST 5 funds |
| Ares Management Corporation | June 8, 2026 | Election of Directors: Michael J Arougheti Director Elections |
Board | For | FOR 16 funds |
AGAINST 5 funds |
| Ares Management Corporation | June 8, 2026 | Election of Directors: Michael Lynton Director Elections |
Board | For | FOR 16 funds |
AGAINST 5 funds |
| Ares Management Corporation | June 8, 2026 | Election of Directors: Paul G. Joubert Director Elections |
Board | For | FOR 16 funds |
AGAINST 5 funds |
| Ares Management Corporation | June 8, 2026 | Election of Directors: R. Kipp deVeer Director Elections |
Board | For | FOR 16 funds |
AGAINST 5 funds |
| Arrowhead Pharmaceuticals, Inc. | March 19, 2026 | Election of Directors: Michael S. Perry Director Elections |
Board | For | AGAINST 5 funds |
FOR 1 fund |
| Atlassian Corporation | December 2, 2025 | Election of Directors: Michael Cannon-Brookes Director Elections |
Board | For | FOR 7 funds |
AGAINST 2 funds |
| Atlassian Corporation | December 2, 2025 | Election of Directors: Scott Farquhar Director Elections |
Board | For | FOR 7 funds |
AGAINST 2 funds |
| Atlassian Corporation | December 2, 2025 | Election of Directors: Shona L. Brown Director Elections |
Board | For | FOR 7 funds |
AGAINST 2 funds |
| BANK OF MARIN BANCORP | May 27, 2026 | Election of Directors: Russell A. Colombo Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| BANKUNITED, INC. | May 21, 2026 | To approve the BankUnited, Inc. Amended and Restated 2023 Omnibus Equity Incentive Plan. Compensation |
Board | For | FOR 8 funds |
AGAINST 1 fund |
| BENTLEY SYSTEMS, INCORPORATED | May 21, 2026 | Election of Directors: Barry J. Bentley Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 3 funds |
| BENTLEY SYSTEMS, INCORPORATED | May 21, 2026 | Election of Directors: Brian F. Hughes Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 3 funds |
| BENTLEY SYSTEMS, INCORPORATED | May 21, 2026 | Election of Directors: Gregory S. Bentley Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 3 funds |
| BENTLEY SYSTEMS, INCORPORATED | May 21, 2026 | Election of Directors: Janet B. Haugen Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 3 funds |
| BENTLEY SYSTEMS, INCORPORATED | May 21, 2026 | Election of Directors: Keith A. Bentley Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 3 funds |
| BENTLEY SYSTEMS, INCORPORATED | May 21, 2026 | Election of Directors: Nicholas H. Cumins Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 3 funds |
| BENTLEY SYSTEMS, INCORPORATED | May 21, 2026 | Election of Directors: Raymond B. Bentley Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 3 funds |
| BERKSHIRE HATHAWAY INC. | May 2, 2026 | Non-binding resolution to approve the compensation of the Company's Named Executive Officers, as described in the 2026 Proxy Statement. Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 5 funds |
| BIO-RAD LABORATORIES, INC. | April 21, 2026 | Nominees: Arnold A. Pinkston Director Elections |
Board | For | FOR 13 funds |
AGAINST 1 fund |
| BIO-RAD LABORATORIES, INC. | April 21, 2026 | Nominees: Melinda Litherland Director Elections |
Board | For | FOR 13 funds |
AGAINST 1 fund |
| BIOCRYST PHARMACEUTICALS, INC. | June 11, 2026 | To approve an amended and restated Stock Incentive Plan, increasing the number of shares available for issuance under the Stock Incentive Plan. Compensation |
Board | For | FOR 6 funds |
AGAINST 2 funds |
| BIOCRYST PHARMACEUTICALS, INC. | June 11, 2026 | To hold a non-binding, advisory vote regarding executive compensation. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 2 funds |
| BK TECHNOLOGIES CORPORATION | June 18, 2026 | To approve, on an advisory, non-binding basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 2 funds |
| BOOT BARN HOLDINGS, INC. | August 27, 2025 | Election of Directors: Lisa G. Laube Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 1 fund |
| BRANDYWINE REALTY TRUST | May 28, 2026 | Adoption of an amendment to the 2023 Long-Term Incentive Plan to increase the term of the plan and the number of the common shares that may be issued thereunder. Compensation |
Board | For | FOR 9 funds |
AGAINST 1 fund |
| Bank7 Corp. | May 20, 2026 | Election of Directors: Gary D. Whitcomb Director Elections |
Board | For | AGAINST 2 funds |
FOR 1 fund |
| Bank7 Corp. | May 20, 2026 | Election of Directors: John T. Phillips Director Elections |
Board | For | AGAINST 2 funds |
FOR 1 fund |
| Bunge Global SA | May 20, 2026 | Election of Directors: Markus Walt Director Elections |
Board | For | FOR 14 funds |
AGAINST 1 fund |
| Bunge Global SA | May 20, 2026 | Reelection of Four Members of the Human Resources and Compensation Committee: Markus Walt Corporate Governance |
Board | For | FOR 14 funds |
AGAINST 1 fund |
| CABLE ONE, INC. | May 14, 2026 | To approve the Cable One, Inc. 2026 Omnibus Incentive Compensation Plan. Compensation |
Board | For | AGAINST 7 funds |
FOR 1 fund |
| CACI International Inc | October 16, 2025 | Election of Directors: Ryan D. McCarthy Director Elections |
Board | For | AGAINST 12 funds |
FOR 1 fund |
| CELCUITY INC. | May 14, 2026 | To approve the Celcuity Inc. Amended and Restated Employee Stock Purchase Plan. Compensation |
Board | For | AGAINST 4 funds |
FOR 1 fund |
| CHARLES RIVER LABORATORIES INTL., INC. | May 5, 2026 | Election of Directors: Abraham Ceesay Director Elections |
Board | For | AGAINST 15 funds |
FOR 1 fund |
| CHEMED CORPORATION | May 18, 2026 | Advisory vote to approve executive compensation. Say-on-Pay |
Board | For | FOR 14 funds |
AGAINST 1 fund |
| CHURCHILL DOWNS INCORPORATED | April 21, 2026 | To approve, on a non-binding advisory basis, the Company's executive compensation as disclosed in the proxy statement. Say-on-Pay |
Board | For | AGAINST 14 funds |
FOR 1 fund |
| CITIGROUP INC. | May 20, 2026 | Approval of additional shares for the Citigroup 2019 Stock Incentive Plan. Compensation |
Board | For | FOR 14 funds |
AGAINST 7 funds |
| CLEAR SECURE, INC. | June 10, 2026 | Approval of, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 2 funds |
| CLEARWATER ANALYTICS HOLDINGS, INC. | May 6, 2026 | To approve by, advisory (non-binding) vote, the compensation that may be paid or become payable to the named executive officers of the Company in connection with the consummation of the Merger. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 1 fund |
| CNA FINANCIAL CORPORATION | April 29, 2026 | An advisory (non-binding) vote to approve named executive officer compensation. Say-on-Pay |
Board | For | FOR 14 funds |
AGAINST 1 fund |
| COASTALSOUTH BANCSHARES, INC. | April 23, 2026 | Election of Directors: L. Scott Askins Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 1 fund |
| COLUMBIA SPORTSWEAR COMPANY | June 10, 2026 | To approve the Columbia Sportswear Company Amended and Restated 2020 Stock Incentive Plan. Compensation |
Board | For | FOR 8 funds |
AGAINST 1 fund |
| COMPX INTERNATIONAL INC. | May 20, 2026 | Election of Directors: Ann Manix Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 1 fund |
| COMPX INTERNATIONAL INC. | May 20, 2026 | Election of Directors: Loretta J. Feehan Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 1 fund |
| COMPX INTERNATIONAL INC. | May 20, 2026 | Election of Directors: Michael S. Simmons Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 1 fund |
| 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 |
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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.