Investor Charles Schwab Investment Management Inc
13D/G Filings

This page shows a list of all the recent 13D/G filings made by Charles Schwab Investment Management Inc . Schedule 13D is commonly referred to as a “beneficial ownership report.” The term "beneficial owner" is defined under SEC rules. It includes any person who directly or indirectly shares voting power or investment power (the power to sell the security).

When a person or group of persons acquires beneficial ownership of more than 5% of a voting class of a company’s equity securities, they are required to file a Schedule 13D within ten days after the purchase. Click the link icon to see the full transaction history.

Date Form Target Prev
Shares
Current
Shares
Change
(Percent)
Ownership
(Percent)
Change
(Percent)
2025-08-11 13G SVC / Service Properties Trust 8,417,185
2025-08-11 13G QVCGA / QVC Group Inc. 475,621
2025-05-02 13G/A CBRL / Cracker Barrel Old Country Store, Inc. 1,181,456 665,951
2025-02-12 13G CBRL / Cracker Barrel Old Country Store, Inc. 1,181,456
2024-11-08 13G/A EBS / Emergent BioSolutions Inc. 2,873,984 2,224,727
2024-11-08 13G/A DHC / Diversified Healthcare Trust 14,346,995 6,510,355
2024-11-08 13G/A FOSL / Fossil Group, Inc. 2,687,684 0
2024-11-08 13G/A DSKE / Daseke, Inc. 3,032,035 0
2024-11-08 13G/A AHT / Ashford Hospitality Trust, Inc. 1,786,284 0
2024-10-03 13G/A TUPBQ / Tupperware Brands Corporation 4,631,095 0
2024-03-06 13G/A TUPBQ / Tupperware Brands Corporation 4,550,537 4,631,095
2024-02-09 13G/A IVC / Invacare Corp. 3,575,752 0
2024-02-09 13G TUPBQ / Tupperware Brands Corporation 4,550,537
2024-02-09 13G FOSL / Fossil Group, Inc. 2,687,684
2024-02-09 13G EBS / Emergent BioSolutions Inc. 2,873,984
2024-02-09 13G DSKE / Daseke, Inc. 3,032,035
2024-02-09 13G DHC / Diversified Healthcare Trust 14,346,995
2024-02-09 13G AHT / Ashford Hospitality Trust, Inc. 1,786,284
2024-02-09 13G/A RGS / Regis Corporation 1,641
2024-02-09 13G/A CPS / Cooper-Standard Holdings Inc. 1,635,351 611,173
2023-02-03 13G RGS / Regis Corporation 3,855,012
2023-02-03 13G CPS / Cooper-Standard Holdings Inc. 1,635,351
2023-02-03 13G IVC / Invacare Corp. 3,575,752
2022-02-11 13G WPG / Washington Prime Group Inc 1,157,491 0
2022-02-11 13G EXPR / Express, Inc. 4,758,009 1,952,819
2022-02-11 13G CHS / Chico's FAS, Inc. 6,953,340 3,789,273
2021-02-16 13G WPG / Washington Prime Group Inc 1,157,491
2021-02-16 13G/A US04351G1013 / Ascena Retail Group, Inc. 794,766 0
2021-02-16 13G/A BGFV / Big 5 Sporting Goods Corporation 1,187,172 12,274
2021-02-16 13G/A FTR / Frontier Communications Corp. 6,053,856 0
2021-02-16 13G/A GNC / GNC Holdings, Inc. 5,759,473 0
2021-02-16 13G/A KIRK / Kirkland's, Inc. 942,633 5,229
2021-02-16 13G EXPR / Express, Inc. 4,758,009 4,758,009
2021-02-16 13G CHS / Chico's FAS, Inc. 6,953,340 6,953,340
2021-02-16 13G WPG / Washington Prime Group Inc 1,157,491
2021-02-16 13G WPG / Washington Prime Group Inc 1,157,491
2021-02-16 13G CHS / Chico's FAS, Inc. 6,953,340 6,953,340
2021-02-16 13G/A GNC / GNC Holdings, Inc. 0 0
2021-02-16 13G/A US04351G1013 / Ascena Retail Group, Inc. 0 0
2021-02-16 13G EXPR / Express, Inc. 4,758,009 4,758,009
2021-02-16 13G/A BGFV / Big 5 Sporting Goods Corporation 12,274 12,274
2021-02-16 13G/A KIRK / Kirkland's, Inc. 5,229 5,229
2021-02-16 13G/A FTR / Frontier Communications Corp. 0 0
2020-12-14 13G CBLAQ / CBL& Associates Properties, Inc. 20,427,510 0
2020-12-10 13G CBLAQ / CBL& Associates Properties, Inc. 20,427,510
2020-03-04 13G/A / Pier 1 Imports, Inc. 473,673 0
2020-02-06 13G US04351G1013 / Ascena Retail Group, Inc. 794,766
2020-02-06 13G BGFV / Big 5 Sporting Goods Corporation 1,187,172
2020-02-06 13G FTR / Frontier Communications Corp. 6,053,856
2020-02-06 13G GNC / GNC Holdings, Inc. 5,759,473
2020-02-06 13G KIRK / Kirkland's, Inc. 942,633
2020-01-09 13G/A / Pier 1 Imports, Inc. 4,413,120 473,673
2019-02-14 13G / Pier 1 Imports, Inc. 4,413,120