Question 1

How many shares of MSTR does CHARLES SCHWAB INVESTMENT MANAGEMENT INC own?

Accepted Answer

As of 2026-Q2, CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds 1.8M shares of MSTR (STRATEGY INC).

Question 2

What is CHARLES SCHWAB INVESTMENT MANAGEMENT INC's MSTR position worth?

Accepted Answer

As of 2026-Q2, CHARLES SCHWAB INVESTMENT MANAGEMENT INC's MSTR position is worth $156.1M.

Question 3

Is CHARLES SCHWAB INVESTMENT MANAGEMENT INC buying or selling MSTR?

Accepted Answer

In 2026-Q2, CHARLES SCHWAB INVESTMENT MANAGEMENT INC increased their MSTR position (+15.4% change in shares).

Question 4

When did CHARLES SCHWAB INVESTMENT MANAGEMENT INC first buy MSTR?

Accepted Answer

Based on available 13F filings, CHARLES SCHWAB INVESTMENT MANAGEMENT INC first reported a position in MSTR in 2024-Q3. They have held the position across 31 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	1.8M	+15.4%	$156.1M	0.0%	$86.93	35
2026-Q1	Increased	1.6M	+22.5%	$194.3M	0.0%	$132.68	37
2025-Q4	Increased	1.3M	+7.8%	$193.1M	0.0%	$155.61	33
2025-Q3	Increased	1.2M	+10.5%	$379.9M	0.1%	$326.42	34
2025-Q2	Increased	1.1M	+5.6%	$431.3M	0.1%	$383.88	33
2025-Q1	Increased	1M	+32.6%	$291.3M	0.1%	$289.41	39
2024-Q4	Increased	761,776	+14.7%	$220.6M	0.0%	$302.96	35
2024-Q3	Increased	664,261	+587.4%	$112M	0.0%	$176.22	48