Charles Schwab (MED) reports 631,539 shares, 5.74% stake (03/31/2026)

Rhea-AI Filing Summary

Charles Schwab Investment Management Inc. filed an amended Schedule 13G reporting beneficial ownership of 631,539 shares of Medifast Inc. Common Stock, representing 5.74% of the class as reported 03/31/2026. The amendment is signed by Omar Aguilar, Chief Executive Officer, on 05/13/2026.

Insights

Institutional Ownership Analyst

Large passive holding reported: 631,539 shares (5.74%).

Charles Schwab Investment Management Inc. lists beneficial ownership of 631,539 shares of common stock as of 03/31/2026, equal to 5.74% of the class. The filing is an amendment to a prior Schedule 13G and reflects current reported voting and dispositive power.

The economic and voting interest is shown as sole power to vote and dispose of 631,539 shares. Subsequent filings may disclose changes; this amendment itself does not state trading intent or transaction details.

Securities Compliance Counsel

Form-classification and timing are routine disclosure matters.

The document is an amended Schedule 13G filing, which is commonly used for passive institutional investors to report beneficial ownership. The filing identifies the filer, domicile (Delaware), and the exact share and percentage figures that trigger reporting obligations.

Signature is dated 05/13/2026. Compliance considerations include monitoring whether ownership crosses thresholds that would require different filing forms or additional disclosures.

Key Figures

Beneficial ownership: 631,539 shares Ownership percent: 5.74% Signature date: 05/13/2026

3 metrics

Beneficial ownership 631,539 shares as of <date>03/31/2026</date>

Ownership percent 5.74% percentage of common stock class

Signature date 05/13/2026 filing signed by Omar Aguilar, CEO

Key Terms

Schedule 13G/A, Beneficial ownership, Sole dispositive power

3 terms

Schedule 13G/A regulatory

"Amended Schedule 13G reporting beneficial ownership"

A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.

Beneficial ownership regulatory

"Amount beneficially owned: 631539 (Percent of class: 5.74%)"

Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.

Sole dispositive power regulatory

"Sole Dispositive Power 631,539.00 listed in filing"

Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 05/14/2026 - 05:05 PM Learn about SEC filing dates

FAQ

What does Charles Schwab Investment Management's 13G/A filing for MED disclose?

It discloses beneficial ownership of 631,539 shares of Medifast common stock, equal to 5.74% of the class as of 03/31/2026. The amendment updates prior Schedule 13G reporting details and is signed on 05/13/2026.

Does the Schedule 13G/A indicate voting or disposition powers for MED shares?

Yes. The filing shows sole voting power of 631,539 shares and sole dispositive power of 631,539 shares, with no shared voting or dispositive power reported in the amendment.

Is the 5.74% ownership in MED considered a controlling stake?

No. The filing states a beneficial ownership percentage of 5.74%, which is a minority position. The document does not indicate control or a change in corporate governance based on that percentage.

When was the Schedule 13G/A signed and who signed it for Charles Schwab IM?

The amendment bears a signature by Omar Aguilar, identified as Chief Executive Officer, with the signature date of 05/13/2026 on the filing.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 2)

MEDIFAST INC

(Name of Issuer)

Common Stock

(Title of Class of Securities)

58470H101

(CUSIP Number)

03/31/2026

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

schemaVersion:

SCHEDULE 13G

CUSIP Number(s): 58470H101

1

Names of Reporting Persons

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 631,539.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 631,539.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

0.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

5.74 %

12

Type of Reporting Person (See Instructions)

IA

SCHEDULE 13G

Item 1.
(a)	Name of issuer: MEDIFAST INC
(b)	Address of issuer's principal executive offices: 1501 S. CLINTON STREET, SUITE 500, BALTIMORE, MARYLAND 21224
Item 2.
(a)	Name of person filing: CHARLES SCHWAB INVESTMENT MANAGEMENT INC
(b)	Address or principal business office or, if none, residence: 425 Market Street, Suite 1700 SAN FRANCISCO, California 94105
(c)	Citizenship: DELAWARE
(d)	Title of class of securities: Common Stock
(e)	CUSIP No.: 58470H101
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 631539
(b)	Percent of class: 5.74 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 631,539
	(ii) Shared power to vote or to direct the vote: 0
	(iii) Sole power to dispose or to direct the disposition of: 631,539
	(iv) Shared power to dispose or to direct the disposition of: 0
Item 5.	Ownership of 5 Percent or Less of a Class.
	Not Applicable
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

Signature:	/s/ Omar Aguilar
Name/Title:	Omar Aguilar/Chief Executive Officer
Date:	05/13/2026