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Schwarz Dygos Wheeler Investment Advisors

Schwarz Dygos Wheeler Investment Advisors is an investment advisor in Minneapolis with $442.97M assets under management.

Company profile

Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
262942242
SEC advisor number
801-69248
FINRA CRD number
147384
AUM ?
$442.97M (as of 17 Mar 21)
Accounts
1,604 (as of 17 Mar 21)
Employees
8 (5 investment advisory or research)
Address
Schwarz Dygos Wheeler Investment Advisors
50 SOUTH 6TH STREET, SUITE 1405
MINNEAPOLIS
MN 55402
Phone
(612) 355 - 4360

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 113 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$34.72M 118.17K 117.29K +0.7
$24.21M 171.13K 169.97K +0.7
$17.34M 6.49K 6.32K +2.7
Dimensional Us Core Equity Market Etf
$17.06M 556.38K 478.18K +16.4
$12M 237.57K 232.11K +2.3
Vanguard European
$11.41M 194.66K 191.28K +1.8
$10.48M 112.09K 82.99K +35.1
$8.38M 607.16K 601.49K +0.9
$8.36M 69.96K 68.54K +2.1
$6.28M 121.25K 125.74K -3.6
Avantis Emerging Markets Equity Etf
$5.78M 90.54K 82.12K +10.2
$5.46M 185.11K 74.04K +150.0
Virtus Allianzgi Equity & Conv Com
$4.97M 168.77K 170.27K -0.9
$4.76M 12.19K 12.17K +0.2
$4.66M 13.74K 12.46K +10.2
$4.04M 177.6K 177.87K -0.2
$3.75M 8.34K 8.58K -2.8
$3.56M 40.89K 41.35K -1.1
$3.48M 12.33K 11.56K +6.7
$3.43M 20.29K 20.35K -0.3
$3.38M 51.55K 51.66K -0.2
$3.27M 29.66K 27.95K +6.1
$2.82M 12.17K 12.16K +0.1
$2.77M 13.03K 13.03K 0
$2.66M 87.34K 86.71K +0.7
$2.58M 72.45K 71.71K +1.0
$2.54M 28.76K 31.26K -8.0
$2.53M 54.5K 55.06K -1.0
$2.51M 15.33K 14.81K +3.5
$2.36M 717 711 +0.8
$2.33M 9.65K 9.63K +0.2
$2.23M 13.81K 13.8K +0.1
$2.05M 110.33K 110.28K 0
$1.59M 18.79K 24.64K -23.7
$1.52M 6.84K 6.99K -2.2
$1.46M 10.46K 10.66K -1.9
$1.46M 15.36K 15.36K 0
$1.41M 15.5K 15.5K 0
$1.41M 54.52K NEW
$1.38M 4.21K 4.09K +2.9
$1.3M 10.37K 10.39K -0.2
$1.18M 283.5K 279.13K +1.6
$1.07M 51.27K 49.54K +3.5
$1.01M 17.2K 17.4K -1.2
$1.01M 4.57K 4.66K -1.9
$947K 17.53K 17.62K -0.5
$902K 5.14K 5.19K -0.9
$876K 3.85K NEW
$873K 32.2K 32.2K 0
$715K 3.33K 2.83K +17.7
Holdings list only includes long positions. Only includes long positions.

Calendar

8 Dec 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings