Charles Schwab
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Charles Schwab’s Equinox Gold EQX Stock Holding History

Charles Schwab’s Portfolio EQX Stock Details EQX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-931,677
Closed -$4.69M – 3490
2024
Q4 		$4.69M Buy
931,677
+17,886
+2% +$100K ﹤0.01% 2361
2024
Q3 		$5.58M Sell
913,791
-19,641
-2% -$111K ﹤0.01% 2313
2024
Q2 		$4.87M Buy
+933,432
New +$5.2M ﹤0.01% 2370

Other funds holding EQX

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
ORP
Orion Resource Partners New York $219M AUM 133.06% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LC
L1 Capital Melbourne VIC 3000, Australia $2.55B AUM 80.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
HI
Helikon Investments London, United Kingdom $2.65B AUM 79.03% 1-Year Est. Return

Charles Schwab's EQX Position: Q1 2025 in Review

Charles Schwab sold out of Equinox Gold (EQX) in Q1 2025, closing a stake of 931,677 shares — an estimated $4.69M sold.

Charles Schwab first reported a position in EQX in Q2 2024 and held it in 3 quarters. The position peaked at $5.58M in Q3 2024. 227 funds tracked by Wall St. Rank hold EQX as of Q1 2025.

  • Charles Schwab reported no remaining Equinox Gold position as of Q1 2025 after selling out during the quarter.
  • Charles Schwab sold 931,677 Equinox Gold shares in Q1 2025, an estimated $4.69M.
  • Charles Schwab first reported a position in Equinox Gold in Q2 2024 and held it in 3 quarters.
  • Charles Schwab's Equinox Gold position peaked at $5.58M in Q3 2024.
  • 227 funds tracked by Wall St. Rank held Equinox Gold as of Q1 2025.

Based on Charles Schwab's 13F filing for Q1 2025, filed 9 May 2025.