SCHEDULE: Charles Schwab Discloses 7.06% Medifast Stake

Charles Schwab Investment Management Inc. has reported a 7.06% beneficial ownership stake in Medifast Inc. common stock as of December 31, 2025.

Summary

• Charles Schwab Investment Management Inc. (CSIM) filed an Amendment No. 1 to Schedule 13G for Medifast Inc.
• CSIM beneficially owns 776,829 shares of Medifast Inc. Common Stock.
• This ownership represents 7.06% of the class of securities.
• CSIM holds sole voting power and sole dispositive power over all 776,829 shares.
• The filing identifies CSIM as an investment adviser.
• The Schwab Fundamental U.S. Small Company ETF, for which CSIM acts as investment adviser, owns 5.12% of the reported security.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral disclosure. A Schedule 13G filing primarily reports beneficial ownership and does not inherently convey positive or negative sentiment about the issuer's operational performance or future prospects.

Positives

• A significant institutional investor, Charles Schwab Investment Management Inc., maintains a substantial stake in Medifast Inc., indicating continued institutional interest.

Future Outlook

This filing is a disclosure of beneficial ownership and does not contain forward-looking statements or guidance regarding Medifast Inc.'s future performance.

Industry Context

StockSavvy.ai notes that Schedule 13G filings are routine disclosures by institutional investors holding more than 5% of a company's stock, reflecting their passive investment positions. This filing indicates Charles Schwab Investment Management's continued presence as a significant shareholder in Medifast Inc., consistent with its role as an investment adviser for various funds, including the Schwab Fundamental U.S. Small Company ETF.

Stakeholder Impact

• Shareholders: Provides transparency regarding significant institutional ownership, potentially influencing market perception of institutional confidence.

Key Dates

Keywords

Medifast Inc., MEDIFAST, Charles Schwab Investment Management, CSIM, Schwab Fundamental U.S. Small Company ETF, Schedule 13G, beneficial ownership, institutional ownership, investment adviser, common stock, equity stake