Charles Schwab Raises Strategy (MSTR) Stake in Latest 13F Filing

Charles Schwab Investment Management increased its position in Strategy Inc (NASDAQ: MSTR) during the fourth quarter of 2025, adding 91,859 shares to its holdings as disclosed in a Form 13F regulatory filing. The increase brings Schwab’s total position to approximately 1.27 million shares, valued at roughly $168 million.

This disclosure places Schwab among a broader group of institutional investors expanding their exposure to Strategy.

The company is well-known for its amplified exposure to Bitcoin through its corporate treasury strategy.

Institutional 13F filings are required quarterly in the U.S., reporting long equity holdings by investment managers with over $100 million in taxable assets under management.

What the Schwab Filing Tells Us About Institutional Exposure

Form 13F filings provide a snapshot of institutional equity holdings at quarter-end. Therefore, Charles Schwab Investment Management’s latest disclosure shows a material increase in MSTR holdings reported in the Q4 2025 filing.

Additionally, Strategy Inc’s stock represents a unique type of exposure to Bitcoin because it functions as an equity vehicle with underlying digital asset reserves instead of a direct digital asset itself.

The shares typically move in correlation with both traditional equity markets and the price of Bitcoin, reflecting both corporate performance and cryptocurrency market dynamics.

Implications for Strategy and Crypto Adoption

The increase in Schwab’s disclosed stake arrives amid a broader institutional trend toward incorporating digital asset-related equities into diversified portfolios.

Indeed, investors use MSTR shares to gain amplified exposure to Bitcoin’s price moves while operating within regulated equity markets.

As institutions publish quarterly filings, the transparency offered by 13F disclosures helps market participants track shifts in major holders and gauge sentiment among large investment managers.

Furthermore, Charles Schwab’s nearly doubled position in Strategy signals ongoing interest within traditional finance in vehicles linked to digital asset narratives.

Even as the markets in general navigate volatility and regulatory evolution.

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