Intersect Capital LLC

SEC CIK: 0001633861
Latest filing: Sep 2, 2022

SEC filings (opens in a new tab)

SCHW holding history

Schwab Charles Corp in every 13F filed by Intersect Capital LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SCHW overview All 13F holders of SCHW Full Q2 2022 holdings

Shares (Q2 2022): 4,481
Value: $283.0K
% of portfolio: 0.1%
Quarters held: 4; Since Q3 2021

Holdings of SCHW by Intersect Capital LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2022	4,481	$283.0K	0.1%	+300+7.2%	Added	Holders
Q1 2022	4,181	$352.0K	0.1%	+1,127+36.9%	Added	Holders
Q4 2021	3,054	$257.0K	<0.1%	+247+8.8%	Added	Holders
Q3 2021	2,807	$204.0K	<0.1%	+2,807	New	Holders