Charles Schwab
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Charles Schwab’s Intapp INTA Stock Holding History

Charles Schwab’s Portfolio INTA Stock Details INTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.3M Sell
487,142
-4,250
-0.9% -$96.8K ﹤0.01% 2057
2026
Q1 		$12.6M Sell
491,392
-6,073
-1% -$181K ﹤0.01% 1993
2025
Q4 		$22.8M Sell
497,465
-23,750
-5% -$985K ﹤0.01% 1670
2025
Q3 		$21.3M Buy
521,215
+4,921
+1% +$213K ﹤0.01% 1698
2025
Q2 		$26.7M Buy
516,294
+61,209
+13% +$3.34M ﹤0.01% 1510
2025
Q1 		$26.6M Buy
455,085
+6,419
+1% +$423K 0.01% 1466
2024
Q4 		$28.8M Buy
448,666
+67,694
+18% +$3.88M 0.01% 1486
2024
Q3 		$18.2M Buy
380,972
+57,497
+18% +$2.32M ﹤0.01% 1740
2024
Q2 		$11.9M Buy
323,475
+7,552
+2% +$257K ﹤0.01% 1957
2024
Q1 		$10.8M Buy
315,923
+80,294
+34% +$3.15M ﹤0.01% 1947
2023
Q4 		$8.96M Buy
235,629
+45,254
+24% +$1.67M ﹤0.01% 2046
2023
Q3 		$6.38M Buy
190,375
+40,444
+27% +$1.48M ﹤0.01% 2138
2023
Q2 		$6.28M Buy
149,931
+38,120
+34% +$1.64M ﹤0.01% 2137
2023
Q1 		$5.01M Buy
111,811
+316
+0.3% +$11.1K ﹤0.01% 2205
2022
Q4 		$2.78M Buy
111,495
+5,171
+5% +$114K ﹤0.01% 2458
2022
Q3 		$1.99M Buy
106,324
+21,212
+25% +$333K ﹤0.01% 2589
2022
Q2 		$1.25M Sell
85,112
-1,010
-1% -$21.2K ﹤0.01% 2713
2022
Q1 		$2.07M Buy
86,122
+9,442
+12% +$206K ﹤0.01% 2638
2021
Q4 		$1.93M Buy
76,680
+3,934
+5% +$104K ﹤0.01% 2714
2021
Q3 		$1.87M Buy
+72,746
New +$2.36M ﹤0.01% 2717

Other funds holding INTA

Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CCM
Cadian Capital Management New York $1.32B AUM 4.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab's INTA Position: Q2 2026 in Review

Charles Schwab reduced its Intapp (INTA) stake by 0.86% in Q2 2026, selling an estimated $96.8K and leaving 487,142 shares worth $12.3M. The position accounts for ﹤0.01% of the portfolio, ranked #2057.

Charles Schwab first reported a position in INTA in Q3 2021 and has held it in 20 quarters since. The position peaked at $28.8M in Q4 2024. 248 funds tracked by Wall St. Rank hold INTA as of Q2 2026.

  • Charles Schwab held 487,142 shares of Intapp worth $12.3M as of Q2 2026.
  • Charles Schwab sold 4,250 Intapp shares in Q2 2026, an estimated $96.8K.
  • Intapp made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2057 holding.
  • Charles Schwab first reported a position in Intapp in Q3 2021 and has held it in 20 quarters since.
  • Charles Schwab's Intapp position peaked at $28.8M in Q4 2024.
  • 248 funds tracked by Wall St. Rank held Intapp as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.