Charles Schwab’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$894M Buy
2,067,005
+58,573
+3% +$27.9M 0.14% 119
2025
Q4
$1.33B Buy
2,008,432
+47,624
+2% +$31.5M 0.21% 79
2025
Q3
$1.34B Buy
1,960,808
+80,147
+4% +$57.8M 0.21% 75
2025
Q2
$1.48B Buy
1,880,661
+41,562
+2% +$28.1M 0.26% 67
2025
Q1
$1.13B Buy
1,839,099
+79,928
+5% +$48M 0.21% 79
2024
Q4
$1.11B Buy
1,759,171
+70,726
+4% +$45.2M 0.2% 80
2024
Q3
$1.05B Buy
1,688,445
+26,914
+2% +$17.2M 0.2% 83
2024
Q2
$1.09B Buy
1,661,531
+48,371
+3% +$30M 0.21% 82
2024
Q1
$1.05B Buy
1,613,160
+41,558
+3% +$26.5M 0.24% 72
2023
Q4
$982M Buy
1,571,602
+44,332
+3% +$24.5M 0.25% 71
2023
Q3
$780M Buy
1,527,270
+11,501
+0.8% +$5.82M 0.22% 78
2023
Q2
$695M Buy
1,515,769
+7,965
+0.5% +$3.49M 0.2% 90
2023
Q1
$672M Buy
1,507,804
+17,517
+1% +$7.19M 0.2% 90
2022
Q4
$580M Buy
1,490,287
+37,762
+3% +$15M 0.19% 108
2022
Q3
$563M Buy
1,452,525
+17,922
+1% +$7.74M 0.2% 95
2022
Q2
$553M Buy
1,434,603
+18,098
+1% +$7.49M 0.19% 95
2022
Q1
$681M Buy
1,416,505
+28,261
+2% +$14.5M 0.2% 89
2021
Q4
$893M Buy
1,388,244
+76,737
+6% +$47.4M 0.26% 71
2021
Q3
$708M Buy
1,311,507
+18,170
+1% +$9.79M 0.23% 75
2021
Q2
$634M Buy
1,293,337
+20,837
+2% +$9.03M 0.21% 88
2021
Q1
$487M Buy
1,272,500
+19,848
+2% +$7.64M 0.18% 101
2020
Q4
$476M Buy
1,252,652
+65,037
+5% +$22.8M 0.19% 101
2020
Q3
$387M Buy
1,187,615
+27,895
+2% +$8.73M 0.18% 110
2020
Q2
$343M Buy
1,159,720
+432
+0% +$119K 0.17% 119
2020
Q1
$267M Buy
1,159,288
+27,088
+2% +$7.33M 0.16% 130
2019
Q4
$297M Sell
1,132,200
-25,016
-2% -$6.54M 0.16% 116
2019
Q3
$308M Sell
1,157,216
-34,466
-3% -$9.48M 0.18% 105
2019
Q2
$311M Buy
1,191,682
+64,013
+6% +$16.3M 0.19% 98
2019
Q1
$295M Buy
1,127,669
+22,899
+2% +$5.29M 0.19% 98
2018
Q4
$217M Sell
1,104,770
-39,251
-3% -$8.17M 0.17% 107
2018
Q3
$260M Buy
1,144,021
+19,644
+2% +$4.22M 0.17% 102
2018
Q2
$230M Buy
1,124,377
+70,642
+7% +$13.5M 0.17% 107
2018
Q1
$183M Buy
1,053,735
+41,499
+4% +$6.98M 0.14% 138
2017
Q4
$160M Sell
1,012,236
-61,664
-6% -$9.4M 0.13% 151
2017
Q3
$153M Buy
1,073,900
+217,289
+25% +$30M 0.13% 143
2017
Q2
$114M Buy
856,611
+85,812
+11% +$11.1M 0.11% 187
2017
Q1
$89.4M Buy
770,799
+23,467
+3% +$2.81M 0.09% 213
2016
Q4
$85.7M Buy
747,332
+32,878
+5% +$3.68M 0.09% 206
2016
Q3
$78.6M Sell
714,454
-13,872
-2% -$1.55M 0.09% 219
2016
Q2
$81.3M Buy
728,326
+10,696
+1% +$1.12M 0.1% 196
2016
Q1
$74.6M Sell
717,630
-4,002
-0.6% -$386K 0.1% 194
2015
Q4
$69.6M Sell
721,632
-1,182
-0.2% -$114K 0.09% 204
2015
Q3
$64.2M Buy
722,814
+5,943
+0.8% +$577K 0.09% 201
2015
Q2
$72.2M Buy
716,871
+19,756
+3% +$2.02M 0.1% 196
2015
Q1
$67.6M Sell
697,115
-141,824
-17% -$13.2M 0.1% 211
2014
Q4
$77.3M Buy
838,939
+11,242
+1% +$1,000K 0.12% 182
2014
Q3
$72.5M Buy
827,697
+184,387
+29% +$15.3M 0.12% 171
2014
Q2
$51.8M Buy
643,310
+24,331
+4% +$1.88M 0.09% 226
2014
Q1
$48.1M Buy
618,979
+14,074
+2% +$1.07M 0.09% 226
2013
Q4
$46.2M Buy
604,905
+12,600
+2% +$905K 0.09% 221
2013
Q3
$39.4M Buy
592,305
+55,028
+10% +$3.55M 0.08% 239
2013
Q2
$33.9M Buy
+537,277
New +$32.5M 0.08% 250

Other funds holding INTU

Charles Schwab's INTU Position: Q1 2026 in Review

Charles Schwab increased its Intuit (INTU) stake by 2.9% in Q1 2026, buying an estimated $27.9M and bringing the position to 2,067,005 shares worth $894M. The position accounts for 0.14% of the portfolio, ranked #119.

Charles Schwab first reported a position in INTU in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.48B in Q2 2025. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Charles Schwab held 2,067,005 shares of Intuit worth $894M as of Q1 2026.
  • Charles Schwab bought 58,573 Intuit shares in Q1 2026, an estimated $27.9M.
  • Intuit made up 0.14% of Charles Schwab's portfolio in Q1 2026, its #119 holding.
  • Charles Schwab first reported a position in Intuit in Q2 2013 and has held it in 52 quarters since.
  • Charles Schwab's Intuit position peaked at $1.48B in Q2 2025.
  • 2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Charles Schwab's 13F filing for Q1 2026, filed 15 May 2026.