Charles Schwab
INTA icon

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
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 $29.7B AUM 13.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return