CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in MED — Medifast Inc
CIK 884546
SAN FRANCISCO, CA
Position in MED
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,212,127
-$2,223,255 QoQ
Shares Held
396,996
-37.1% QoQ
Ownership
3.55%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#5
of 111 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MED Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $378,270,870 across 8 Personal Services names. MED ranks #7 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROL |
Rollins Inc
|
2,472,493 | $103,201,856 | |
| 2 | SCI |
Service Corp International
|
988,607 | $75,094,587 | |
| 3 | HRB |
H&R Block Inc
|
1,845,107 | $70,261,674 | |
| 4 | FTDR |
Frontdoor, Inc.
|
897,536 | $69,639,818 | |
| 5 | BFAM |
Bright Horizons Family Solutions Inc.
|
713,541 | $50,575,786 | |
| 6 | CSV |
Carriage Services Inc
|
128,001 | $4,907,558 | |
| 7 | MED |
Medifast Inc
This page
|
396,996 | $4,212,127 | |
| 8 | ANDG |
Andersen Group Inc.
|
10,007 | $377,464 |
All Filings in MED
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,212,127 | 396,996 | Shares | Sole | 2026-08-12 | |
| 2026-06-30 | $4,212,127 | 396,996 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,435,382 | 631,539 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,296,533 | 776,829 | Shares | Sole | 2026-02-13 | |
| 2025-12-31 | $8,296,533 | 776,829 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $8,136,534 | 595,211 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $5,917,424 | 421,169 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,579,910 | 265,572 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $2,011,111 | 114,138 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,837,237 | 148,236 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,830,981 | 175,572 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $7,979,335 | 208,229 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $12,519,321 | 186,244 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $12,440,818 | 166,210 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $12,522,792 | 135,881 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $12,738,243 | 122,873 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $13,095,224 | 113,526 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $11,625,944 | 107,290 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $18,593,613 | 103,006 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $17,058,360 | 99,885 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $21,806,479 | 104,123 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $20,172,104 | 104,714 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $30,266,125 | 106,955 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $21,401,445 | 101,036 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $19,936,952 | 101,543 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $15,820,254 | 96,201 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $16,194,597 | 116,701 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $7,641,125 | 122,258 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||