Charles Schwab Investment Management has recently increased its holdings in Strategy, the leading Bitcoin treasury company, for the fourth quarter of 2025. According to the latest SEC filing, the wealth management unit added an impressive 91,859 shares of Strategy during this period. This strategic move now totals nearly 1.3 million shares, which were valued at $193 million at the time of reporting.
So, what does this mean for investors? While MSTR's stock ended 2025 at around $152, reflecting a substantial 65% drop from its peak, it still signifies Schwab's strong belief in the company’s long-term potential. Following the latest market trends, MSTR's shares dipped lower after the market opened on Tuesday, trading around $127, as noted by Yahoo Finance.
Understanding the role of Strategy, it stands out as an enterprise software company that facilitates Bitcoin accumulation and has garnered considerable interest from traditional finance sectors. As of now, the company holds approximately 717,131 BTC, valued at around $48 billion.
Furthermore, Schwab’s diversification into cryptocurrency-related assets highlights a broader trend towards digital currencies in traditional portfolios. Their crypto-related investments also include 229,000 shares of TON Strategy, down from 286,000 shares in the previous quarter, and 6,713 shares of BlackRock’s iShares Bitcoin Trust, which shows a slight increase compared to the last quarter.
This continual adjustment in cryptocurrency exposure suggests a significant pivot in investment strategy among established financial institutions. As these changes unfold, retail investors should remain observant of how asset management firms position themselves in relation to digital currencies. Keeping a keen eye on these developments can offer valuable insights into market dynamics and future investment opportunities.