Charles Schwab Investment Management Inc Intuit Inc Transaction History

Charles Schwab Investment Management Inc

$557 Billion
Q2 2025

A detailed history of Charles Schwab Investment Management Inc transactions in Intuit Inc stock. As of the latest transaction made, Charles Schwab Investment Management Inc holds 1,880,661 shares of INTU stock, worth $1.27 Billion. This represents 0.27% of its overall portfolio holdings.

Number of Shares

1,880,661

Previous 1,841,590 2.12%

Holding current value

$1.27 Billion

Previous $1.13 Billion 31.0%

% of portfolio

0.27%

Previous 0.22%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	BUY	$544.07 - $787.63 $21.3 Million - $30.8 Million	39,071 Added 2.12%	1,880,661 $1.48 Billion
Q1 2025 Sep 15, 2025	SELL	$555.63 - $630.23 $23.1 Million - $26.2 Million	-41,562 Reduced 2.21%	1,839,099 $1.13 Billion
Q1 2025 May 09, 2025	BUY	$555.63 - $630.23 $45.8 Million - $51.9 Million	82,419 Added 4.69%	1,841,590 $1.13 Billion
Q4 2024 Feb 06, 2025	BUY	$602.01 - $706.25 $42.6 Million - $50 Million	70,726 Added 4.19%	1,759,171 $1.11 Billion
Q3 2024 Nov 12, 2024	BUY	$602.97 - $670.49 $16.2 Million - $18 Million	26,914 Added 1.62%	1,688,445 $1.05 Billion
Q2 2024 Aug 12, 2024	BUY	$562.97 - $670.27 $27.2 Million - $32.4 Million	48,371 Added 3.0%	1,661,531 $1.09 Billion
Q1 2024 May 08, 2024	BUY	$586.82 - $669.36 $24.4 Million - $27.8 Million	41,558 Added 2.64%	1,613,160 $1.05 Billion
Q4 2023 Feb 06, 2024	BUY	$479.45 - $629.12 $21.3 Million - $27.9 Million	44,332 Added 2.9%	1,571,602 $982 Million
Q3 2023 Nov 08, 2023	BUY	$448.19 - $553.61 $5.15 Million - $6.37 Million	11,501 Added 0.76%	1,527,270 $780 Million
Q2 2023 Aug 09, 2023	BUY	$406.09 - $459.63 $3.23 Million - $3.66 Million	7,965 Added 0.53%	1,515,769 $695 Million
Q1 2023 May 11, 2023	BUY	$375.62 - $452.16 $6.58 Million - $7.92 Million	17,517 Added 1.18%	1,507,804 $672 Million
Q4 2022 Feb 13, 2023	BUY	$356.47 - $432.08 $13.5 Million - $16.3 Million	37,762 Added 2.6%	1,490,287 $580 Million
Q3 2022 Nov 14, 2022	BUY	$379.87 - $489.23 $6.81 Million - $8.77 Million	17,922 Added 1.25%	1,452,525 $563 Million
Q2 2022 Aug 15, 2022	BUY	$353.31 - $505.65 $6.39 Million - $9.15 Million	18,098 Added 1.28%	1,434,603 $553 Million
Q1 2022 May 13, 2022	BUY	$424.63 - $631.47 $12 Million - $17.8 Million	28,261 Added 2.04%	1,416,505 $681 Million
Q4 2021 Feb 11, 2022	BUY	$525.35 - $694.66 $40.3 Million - $53.3 Million	76,737 Added 5.85%	1,388,244 $893 Million
Q3 2021 Nov 16, 2021	BUY	$491.05 - $577.92 $8.92 Million - $10.5 Million	18,170 Added 1.4%	1,311,507 $708 Million
Q2 2021 Aug 16, 2021	BUY	$392.04 - $491.4 $8.17 Million - $10.2 Million	20,837 Added 1.64%	1,293,337 $634 Million
Q1 2021 May 17, 2021	BUY	$361.0 - $422.26 $7.17 Million - $8.38 Million	19,848 Added 1.58%	1,272,500 $487 Million
Q4 2020 Feb 16, 2021	BUY	$314.68 - $381.16 $20.5 Million - $24.8 Million	65,037 Added 5.48%	1,252,652 $476 Million
Q3 2020 Nov 13, 2020	BUY	$285.37 - $354.18 $7.96 Million - $9.88 Million	27,895 Added 2.41%	1,187,615 $387 Million
Q2 2020 Aug 14, 2020	BUY	$218.12 - $296.19 $94,227 - $127,954	432 Added 0.04%	1,159,720 $343 Million
Q1 2020 May 15, 2020	BUY	$194.72 - $305.61 $5.27 Million - $8.28 Million	27,088 Added 2.39%	1,159,288 $267 Million
Q4 2019 Feb 07, 2020	SELL	$251.9 - $273.5 $6.3 Million - $6.84 Million	-25,016 Reduced 2.16%	1,132,200 $297 Million
Q3 2019 Nov 08, 2019	SELL	$263.19 - $292.31 $9.07 Million - $10.1 Million	-34,466 Reduced 2.89%	1,157,216 $308 Million
Q2 2019 Aug 09, 2019	BUY	$236.93 - $269.08 $15.2 Million - $17.2 Million	64,013 Added 5.68%	1,191,682 $311 Million
Q1 2019 May 14, 2019	BUY	$188.52 - $261.41 $4.32 Million - $5.99 Million	22,899 Added 2.07%	1,127,669 $295 Million
Q4 2018 Feb 14, 2019	SELL	$182.75 - $231.32 $7.17 Million - $9.08 Million	-39,251 Reduced 3.43%	1,104,770 $217 Million
Q3 2018 Nov 13, 2018	BUY	$202.68 - $228.18 $3.98 Million - $4.48 Million	19,644 Added 1.75%	1,144,021 $260 Million
Q2 2018 Aug 08, 2018	BUY	$167.68 - $213.52 $11.8 Million - $15.1 Million	70,642 Added 6.7%	1,124,377 $230 Million
Q1 2018 May 07, 2018	BUY	$152.75 - $178.59 $6.34 Million - $7.41 Million	41,499 Added 4.1%	1,053,735 $183 Million
Q4 2017 Jan 17, 2018	SELL	$141.74 - $161.13 $8.74 Million - $9.94 Million	-61,664 Reduced 5.74%	1,012,236 $160 Million
Q3 2017 Nov 13, 2017	BUY	$134.11 - $146.32 $144 Million - $157 Million	1,073,900	1,073,900 $153 Million

Others Institutions Holding INTU

# of Institutions

2,493

Shares Held

238M

Call Options Held

3.76M

Put Options Held

4.82M

View Full List

About INTUIT INC

Ticker INTU
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 281,870,016
Market Cap $190B
Description
Intuit Inc. provides financial management and compliance products and services for consumers, small businesses, self-employed, and accounting professionals in the United States, Canada, and internationally. The company operates in four segments: Small Business & Self-Employed, Consumer, Credit Karma, and ProConnect. The Small Business & ...

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Charles Schwab Investment Management Inc Intuit Inc Transaction History