CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in MSTR — Strategy Inc
CIK 884546
SAN FRANCISCO, CA
Position in MSTR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$194,264,678
+$1,133,949 QoQ
Shares Held
1,556,608
+22.5% QoQ
Ownership
0.444%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99.99473213551518.ToString("F0")%
Shared 0.ToString("F0")%
None 0.00526786448482855.ToString("F0")%
Common Shares in MSTR Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $13,352,634,052 across 137 Software - Application names. MSTR ranks #16 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
11,561,745 | $2,349,115,349 | |
| 2 | CRM |
Salesforce, Inc.
|
7,001,546 | $1,306,978,591 | |
| 3 | UBER |
Uber Technologies, Inc
|
14,905,928 | $1,072,183,401 | |
| 4 | INTU |
Intuit Inc.
|
2,067,005 | $893,731,621 | |
| 5 | PAYX |
Paychex Inc
|
9,375,253 | $863,648,306 | |
| 6 | NOW |
ServiceNow, Inc.
|
7,607,165 | $795,329,100 | |
| 7 | ADBE |
Adobe Inc.
|
3,185,754 | $774,393,082 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
2,013,314 | $559,439,561 |
All Filings in MSTR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $194,264,678 | 1,556,608 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $193,130,729 | 1,271,015 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $379,935,854 | 1,179,156 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $431,301,687 | 1,066,971 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $291,266,278 | 1,010,394 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $220,625,565 | 761,776 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $111,994,404 | 664,261 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $13,311,002 | 96,633 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $21,154,441 | 124,105 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $6,312,978 | 99,949 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,075,228 | 93,677 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,913,206 | 85,077 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $2,184,390 | 74,726 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,216,709 | 85,944 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,705,954 | 80,371 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,282,591 | 78,064 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,752,980 | 77,171 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $3,664,526 | 67,302 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,671,798 | 63,482 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $4,174,056 | 62,815 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $4,224,443 | 62,234 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,407,922 | 61,972 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $963,568 | 63,999 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $802,964 | 67,881 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $864,397 | 73,192 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||