Charles Schwab’s Intapp INTA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$21.3M Buy
2025
Q2
$26.7M Buy
2025
Q1
$26.6M Buy
2024
Q4
$28.8M Buy
2024
Q3
$18.2M Buy
2024
Q2
$11.9M Buy
2024
Q1
$10.8M Buy
2023
Q4
$8.96M Buy
2023
Q3
$6.38M Buy
2023
Q2
$6.28M Buy
2023
Q1
$5.01M Buy
2022
Q4
$2.78M Buy
2022
Q3
$1.99M Buy
2022
Q2
$1.25M Sell
2022
Q1
$2.07M Buy
2021
Q4
$1.93M Buy
2021
Q3
$1.87M Buy