Service Properties Trust (SVC): Schwab discloses 8.91% ownership stake in 13G filing
Rhea-AI Filing Summary
Charles Schwab Investment Management Inc. reported beneficial ownership of common stock of Service Properties Trust. The firm holds 14,967,697 shares, representing 8.91% of the outstanding common stock. Schwab has sole voting power and sole dispositive power over all these shares, with no shared voting or dispositive authority.
Positive
- None.
Negative
- None.
Key Figures
Shares beneficially owned: 14,967,697 shares
Percent of class: 8.91%
Sole voting power: 14,967,697 shares
+3 more
6 metrics
Shares beneficially owned
14,967,697 shares
Common stock of Service Properties Trust reported by Charles Schwab Investment Management Inc.
Percent of class
8.91%
Percentage of Service Properties Trust common stock beneficially owned
Sole voting power
14,967,697 shares
Shares over which Schwab has sole power to vote or direct the vote
Sole dispositive power
14,967,697 shares
Shares over which Schwab has sole power to dispose or direct disposition
Event date
06/30/2026
Date associated with the reported ownership position
Signature date
08/11/2026
Date the Schedule 13G was signed by the CEO
Key Terms
beneficially owned, Sole Voting Power, Sole Dispositive Power, Schedule 13G
4 terms
beneficially owned financial
"Item 4. | Ownership (a) | Amount beneficially owned: 14,967,697"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
Sole Voting Power financial
"5 | Sole Voting Power 14,967,697.00 6 | Shared Voting Power 0.00"
Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.
Sole Dispositive Power financial
"7 | Sole Dispositive Power 14,967,697.00 8 | Shared Dispositive Power 0.00"
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.
Schedule 13G regulatory
""form_type": "SCHEDULE 13G""
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What percentage of Service Properties Trust (SVC) does Charles Schwab Investment Management own?
Charles Schwab Investment Management beneficially owns 8.91% of Service Properties Trust’s common stock, based on 14,967,697 shares reported, giving it a significant institutional position in the company.
What dispositive power does Charles Schwab Investment Management report over SVC stock?
Charles Schwab Investment Management reports sole dispositive power over 14,967,697 SVC shares and no shared dispositive power, meaning it alone decides if and when these shares are sold or otherwise disposed of.
Who signed the Schedule 13G filing for Service Properties Trust (SVC)?
The Schedule 13G was signed by Omar Aguilar, Chief Executive Officer of Charles Schwab Investment Management Inc., on 08/11/2026, certifying the reported ownership information regarding Service Properties Trust common stock.