CHARLES SCHWAB Trademark

Trademark Overview


On Monday, January 25, 1999, a trademark application was filed for CHARLES SCHWAB with the United States Patent and Trademark Office. The USPTO has given the CHARLES SCHWAB trademark a serial number of 75626693. The federal status of this trademark filing is REGISTERED AND RENEWED as of Wednesday, May 5, 2021. This trademark is owned by Charles Schwab & Co., Inc.. The CHARLES SCHWAB trademark is filed in the Insurance & Financial Services category with the following description:

brokerage services in the fields of financial securities, stocks, bonds, money market funds, mutual funds, commodities, futures, stock options, and indices of financial securities; investment services in the fields of financial securities, stocks, bonds, money market funds, mutual funds, commodities, futures, stock options, and indices of financial securities; investment advice and management in the fields of securities, stocks, bonds, money market funds, mutual funds, commodities, futures, stock options, and indices of financial securities; securities brokerage account services that feature an interest bearing feature for cash between investments, electronic cash transactions, margin loan services; [credit card] and debit card services; check processing and bill payment services; annuity investment services; [ financial investment in the in the field of variable insurance;] financial information provided by electronic means; administration of employee pension plans; financial planning...
charles schwab

General Information


Serial Number75626693
Word MarkCHARLES SCHWAB
Filing DateMonday, January 25, 1999
Status800 - REGISTERED AND RENEWED
Status DateWednesday, May 5, 2021
Registration Number2491729
Registration DateTuesday, September 25, 2001
Mark Drawing1000 - Typeset: Word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, July 3, 2001

Trademark Statements


Name/Portrait Description and/or Consent StatementThe name "CHARLES SCHWAB" identifies a living individual whose consent is of record.
Goods and Servicesbrokerage services in the fields of financial securities, stocks, bonds, money market funds, mutual funds, commodities, futures, stock options, and indices of financial securities; investment services in the fields of financial securities, stocks, bonds, money market funds, mutual funds, commodities, futures, stock options, and indices of financial securities; investment advice and management in the fields of securities, stocks, bonds, money market funds, mutual funds, commodities, futures, stock options, and indices of financial securities; securities brokerage account services that feature an interest bearing feature for cash between investments, electronic cash transactions, margin loan services; [credit card] and debit card services; check processing and bill payment services; annuity investment services; [ financial investment in the in the field of variable insurance;] financial information provided by electronic means; administration of employee pension plans; financial planning; insurance brokerage; cash management account services; fixed income investment services; electronic funds transfer; providing information and analysis in the fields of finance, economics, investment, business, financial planning, and investment strategy; providing portfolio management services; providing an interactive online computer database in the field of financial portfolio management, financial decision making, investment research, monitoring investment value and performance of investments, analyzing investment performance, evaluating asset allocation, risk tolerance, financial alternative plans and investment time frames; providing information by phone and by online means in the field of investment account information and financial research; providing an online computer database in the fields of investing, finance, financial planning, financial news, financial information, and analysis in the fields of investing, finance, and financial planning

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, March 12, 1999
Primary Code036
First Use Anywhere DateFriday, September 30, 1983
First Use In Commerce DateFriday, September 30, 1983

Trademark Owner History


Party NameCharles Schwab & Co., Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressWestlake, TX 76262

Party NameCharles Schwab & Co., Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressSan Francisco, CA 94104

Party NameCharles Schwab & Co., Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressSan Francisco, CA 94104

Trademark Events


Event DateEvent Description
Thursday, December 7, 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, December 7, 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, December 7, 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, December 7, 2023APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Thursday, December 7, 2023TEAS CHANGE OF OWNER ADDRESS RECEIVED
Monday, January 30, 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, January 30, 2023TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Monday, January 30, 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, January 30, 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, May 5, 2021NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Wednesday, May 5, 2021REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS)
Wednesday, May 5, 2021REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Tuesday, April 27, 2021TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
Wednesday, April 21, 2021OFFICE ACTION ISSUED POU1
Wednesday, April 21, 2021CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, March 31, 2021TEAS SECTION 8 & 9 RECEIVED
Friday, September 25, 2020COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Thursday, January 24, 2019ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, January 24, 2019TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, October 25, 2012ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, October 25, 2012TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, September 27, 2011REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Tuesday, September 27, 2011REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Thursday, September 22, 2011TEAS SECTION 8 & 9 RECEIVED
Monday, September 21, 2009TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, August 25, 2009APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Tuesday, August 25, 2009TEAS CHANGE OF OWNER ADDRESS RECEIVED
Tuesday, October 30, 2007ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Tuesday, October 30, 2007TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, September 25, 2007REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Wednesday, September 19, 2007ASSIGNED TO PARALEGAL
Wednesday, September 12, 2007REGISTERED - SEC. 8 (6-YR) & SEC. 15 FILED
Wednesday, September 12, 2007TEAS SECTION 8 & 15 RECEIVED
Wednesday, April 25, 2007CASE FILE IN TICRS
Tuesday, September 25, 2001REGISTERED-PRINCIPAL REGISTER
Tuesday, July 3, 2001PUBLISHED FOR OPPOSITION
Wednesday, June 20, 2001NOTICE OF PUBLICATION
Wednesday, January 31, 2001APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, September 19, 2000CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, June 8, 2000NON-FINAL ACTION MAILED
Thursday, February 10, 2000CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, August 12, 1999NON-FINAL ACTION MAILED
Tuesday, July 27, 1999ASSIGNED TO EXAMINER
Wednesday, July 21, 1999ASSIGNED TO EXAMINER
Monday, July 12, 1999ASSIGNED TO EXAMINER