Charles Schwab Investment Management Inc filed an amended beneficial ownership statement with the SEC on November 10, 2026, disclosing a 2.32% stake in Service Properties Trust common stock as of September 30, 2026.

Key Highlights

  • Reporting person: Charles Schwab Investment Management Inc, organized in Delaware, filing as an investment adviser.
  • Shares beneficially owned: 3,009,475 shares of Service Properties Trust common stock, representing 2.32% of the class.
  • Voting and dispositive power: Sole voting power and sole dispositive power each cover all 3,009,475 shares; shared voting and shared dispositive power are each reported as 0.
  • Triggering event date: September 30, 2026, identified in the filing as the date of the event requiring this statement.
  • Amendment number: This is Amendment No. 1 to a prior filing, signed by Omar Aguilar, Chief Executive Officer, on November 10, 2026.
  • Issuer address: Service Properties Trust is listed at c/o The RMR Group, Two Newton Place, 255 Washington Street, Suite 300, Newton, Massachusetts 02458, according to the filing.

Charles Schwab Investment Management Discloses Ownership Position in Service Properties Trust

According to the filing, Charles Schwab Investment Management Inc, a Delaware-organized investment adviser, reported beneficial ownership of 3,009,475 shares of common stock in Service Properties Trust (NASDAQ:SVC), a real estate investment trust externally managed by The RMR Group. The ownership level represents 2.32% of the outstanding class, placing it below the 5% threshold noted under Item 5 of the filing. The statement identifies CUSIP number 81761L201 for the common stock in question.

The filing is designated Amendment No. 1, updating a prior ownership statement. The triggering event that required this amended disclosure is identified as September 30, 2026. Charles Schwab Investment Management Inc certified, through the signature of Chief Executive Officer Omar Aguilar, that the securities "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." The firm's principal business office is listed at 425 Market Street, Suite 1700, San Francisco, CA 94105.

The filing reports no shared voting power and no shared dispositive power, with all 3,009,475 shares attributed solely to Charles Schwab Investment Management Inc. Items 6, 7, 8, and 9, covering ownership on behalf of another person, subsidiary identification, group membership, and group dissolution, are each reported as not applicable.

What Was Disclosed

Charles Schwab Investment Management Inc disclosed an amended beneficial ownership position of 3,009,475 shares, or 2.32%, of Service Properties Trust common stock, with the event date of September 30, 2026, and sole voting and dispositive control over all reported shares.