CHARLES SCHWAB Trademark

Trademark Overview


On Thursday, May 6, 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 75698609. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, May 13, 2022. This trademark is owned by Charles Schwab & Co., Inc.. The CHARLES SCHWAB trademark is filed in the Insurance & Financial Services and Education & Entertainment Services categories with the following description:

educational services, namely, conducting seminars and workshops in the fields of investment, finance, financial planning, portfolio management, retirement planning, money management, investment strategy, and asset allocation

brokerage services in the fields of securities, stocks, bonds, mutual funds, money market funds, commodities, futures, options, and indices of any of them; investment services in the fields of securities, stocks, money market funds, bonds, mutual funds, commodities, futures, options, and indices of any of them; investment advice in the fields of securities, stocks, bonds, mutual funds, money market funds, commodities, futures, and options; securities brokerage account services that feature interest bearing money market funds whose shares are available for automatic investment and redemption, access to cash, and margin loans; debit card services; check writing services; cash management account services; fixed income investment services; electronic funds transfer and payment services; providing finance, investment, financial planning and investment strategy information; retirement account investment services
charles schwab

General Information


Serial Number75698609
Word MarkCHARLES SCHWAB
Filing DateThursday, May 6, 1999
Status710 - CANCELLED - SECTION 8
Status DateFriday, May 13, 2022
Registration Number2501268
Registration DateTuesday, October 30, 2001
Mark Drawing3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, August 7, 2001

Trademark Statements


Goods and Serviceseducational services, namely, conducting seminars and workshops in the fields of investment, finance, financial planning, portfolio management, retirement planning, money management, investment strategy, and asset allocation
Amendment to a Registration/Renewal CertificateThe drawing is amended to appear as follows: PUBLISH NEW CUT
Goods and Servicesbrokerage services in the fields of securities, stocks, bonds, mutual funds, money market funds, commodities, futures, options, and indices of any of them; investment services in the fields of securities, stocks, money market funds, bonds, mutual funds, commodities, futures, options, and indices of any of them; investment advice in the fields of securities, stocks, bonds, mutual funds, money market funds, commodities, futures, and options; securities brokerage account services that feature interest bearing money market funds whose shares are available for automatic investment and redemption, access to cash, and margin loans; debit card services; check writing services; cash management account services; fixed income investment services; electronic funds transfer and payment services; providing finance, investment, financial planning and investment strategy information; retirement account investment services
Translation of Words in MarkThe non-Latin characters in the mark transliterate to "JIA XIN LI CHAI", and this means "ACHIEVEMENT" and "EXCELLENCE TRUST ASSET MANAGEMENT" in English.
Disclaimer with Predetermined Text"the third and fourth Chinese characters"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, May 13, 2022
Primary Code036
First Use Anywhere DateSunday, May 31, 1998
First Use In Commerce DateSunday, May 31, 1998

International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, May 13, 2022
Primary Code041
First Use Anywhere DateSunday, May 31, 1998
First Use In Commerce DateSunday, May 31, 1998

Trademark Owner History


Party NameCharles Schwab & Co., Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressSan Francisco, CA 94105

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
Friday, May 13, 2022CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9
Friday, October 30, 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
Friday, October 7, 2011REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Friday, October 7, 2011REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Tuesday, October 4, 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
Friday, April 24, 2009REVIEW OF CORRESPONDENCE COMPLETE
Friday, January 30, 2009PAPER RECEIVED
Thursday, October 9, 2008NOTICE OF DESIGN SEARCH CODE MAILED
Monday, December 3, 2007ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, December 3, 2007TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, October 31, 2007REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Wednesday, October 31, 2007ASSIGNED TO PARALEGAL
Wednesday, October 31, 2007UNDELIVERABLE MAIL - NO ACTION TAKEN
Friday, October 19, 2007TEAS SECTION 8 & 15 RECEIVED
Monday, August 13, 2007AMENDMENT UNDER SECTION 7 ¿ PROCESSED
Tuesday, June 5, 2007ASSIGNED TO PARALEGAL
Monday, May 7, 2007SEC 7 REQUEST FILED
Monday, May 7, 2007PAPER RECEIVED
Thursday, January 25, 2007CASE FILE IN TICRS
Tuesday, October 30, 2001REGISTERED-PRINCIPAL REGISTER
Tuesday, August 7, 2001PUBLISHED FOR OPPOSITION
Wednesday, July 25, 2001NOTICE OF PUBLICATION
Tuesday, February 27, 2001APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, February 21, 2001EXAMINER'S AMENDMENT MAILED
Tuesday, February 20, 2001PREVIOUS ALLOWANCE COUNT WITHDRAWN
Wednesday, February 14, 2001APPROVED FOR PUB - PRINCIPAL REGISTER
Monday, October 2, 2000CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, August 1, 2000FINAL REFUSAL MAILED
Wednesday, July 26, 2000ASSIGNED TO EXAMINER
Thursday, March 23, 2000CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, September 27, 1999NON-FINAL ACTION MAILED
Monday, August 30, 1999ASSIGNED TO EXAMINER