Charles Schwab Increases Holdings in Strategy
Charles Schwab, a major player in the banking and brokerage industry with control over $12 trillion in client assets, has significantly increased its holdings in the corporate entity known as Strategy by acquiring an additional 91,859 shares of the company, identified by its stock symbol MSTR. According to a recent 13F filing made public on Tuesday, this latest purchase has raised Schwab’s total ownership to approximately 1.27 million shares, which are currently valued at nearly $168 million.
Market Challenges and Strategy’s Performance
Despite facing a challenging market—exemplified by a staggering $12.6 billion net loss in the fourth quarter of 2025, largely attributed to unrealized losses tied to Bitcoin holdings according to accounting regulations—Strategy’s stock has endured a rocky start to 2026, trading at around $132 per share. Yet, this downturn has not deterred Schwab from boosting its investment in the company.
Schwab’s Crypto Initiatives
In addition to its stake in MSTR, Schwab offers a Crypto Thematic ETF (STCE) which strategically invests in the foundational elements of the cryptocurrency market.
Future Plans for Cryptocurrency Trading
Looking ahead, an important announcement from Schwab CEO Rick Wurster revealed plans to initiate direct spot trading for Bitcoin and Ethereum within the first half of 2026. This development aims to integrate these cryptocurrencies into Schwab’s well-known Thinkorswim trading platform, thereby allowing advanced traders to manage both spot and futures trading in digital currencies alongside traditional stocks and options. This move is set to potentially modernize access to Bitcoin for investors from older generations such as baby boomers and Gen X.
