CHARLES SCHWAB Trademark

Trademark Overview


On Monday, August 29, 2011, 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 85409510. The federal status of this trademark filing is REGISTERED AND RENEWED as of Wednesday, January 24, 2024. This trademark is owned by Charles Schwab & Co., Inc.. The CHARLES SCHWAB trademark is filed in the Computer & Software Products & Electrical & Scientific Products, Insurance & Financial Services, and Transportation & Storage Services categories with the following description:

Downloadable software in the nature of a mobile application for electronic check conversion and remote deposit services, electronic transfer of money, electronic payment, viewing bank and investment account information, investment portfolio management, electronic trading of securities, performing financial and investment research and analysis, and obtaining financial and investment information and news; downloadable software in the nature of a mobile application for viewing [ and sharing ] fixed content, interactive content, [ and articles from periodical publications, ] all of the foregoing pertaining to news, research, investments, finance, financial planning, and investment strategy; downloadable software in the nature of a mobile application for delivering streaming financial and investment information and news; downloadable software in the nature of a mobile application which enables users to locate, and receive navigational directions to locations at which financial services are ...

Providing customized driving or walking directions, namely, enabling users to locate and receive navigational directions to locations at which financial services are provided

Providing financial services through a website for mobile devices, namely, electronic check conversion and remote deposit, electronic transfer of money, electronic payment, viewing bank and investment account information, investment portfolio management, electronic trading of securities, performing financial and investment research and analysis, providing financial and investment information and news, providing financial research, and investment strategy online
charles schwab

General Information


Serial Number85409510
Word MarkCHARLES SCHWAB
Filing DateMonday, August 29, 2011
Status800 - REGISTERED AND RENEWED
Status DateWednesday, January 24, 2024
Registration Number4429249
Registration DateTuesday, November 5, 2013
Mark Drawing5000 - Drawing with word(s) / letter(s) / number(s) in Stylized form
Published for Opposition DateTuesday, June 26, 2012

Trademark Statements


Description of MarkThe mark consists of the name "CHARLES" in lower-case italics followed by the name "SCHWAB" in capitalized letters.
Goods and ServicesDownloadable software in the nature of a mobile application for electronic check conversion and remote deposit services, electronic transfer of money, electronic payment, viewing bank and investment account information, investment portfolio management, electronic trading of securities, performing financial and investment research and analysis, and obtaining financial and investment information and news; downloadable software in the nature of a mobile application for viewing [ and sharing ] fixed content, interactive content, [ and articles from periodical publications, ] all of the foregoing pertaining to news, research, investments, finance, financial planning, and investment strategy; downloadable software in the nature of a mobile application for delivering streaming financial and investment information and news; downloadable software in the nature of a mobile application which enables users to locate, and receive navigational directions to locations at which financial services are provided; downloadable software in the nature of a mobile application for viewing videos pertaining to news, research, investments, finance, financial planning and investment strategy
Name/Portrait Description and/or Consent StatementThe name(s), portrait(s), and/or signature(s) shown in the mark identifies a living individual, whose consent(s) to register is made of record.
Goods and ServicesProviding customized driving or walking directions, namely, enabling users to locate and receive navigational directions to locations at which financial services are provided
Goods and ServicesProviding financial services through a website for mobile devices, namely, electronic check conversion and remote deposit, electronic transfer of money, electronic payment, viewing bank and investment account information, investment portfolio management, electronic trading of securities, performing financial and investment research and analysis, providing financial and investment information and news, providing financial research, and investment strategy online
Indication of Colors claimedColor is not claimed as a feature of the mark.

Classification Information


International Class009 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire extinguishing apparatus.
US Class Codes021, 023, 026, 036, 038
Class Status Code6 - Active
Class Status DateThursday, September 1, 2011
Primary Code009
First Use Anywhere DateMonday, December 13, 2010
First Use In Commerce DateMonday, December 13, 2010

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, September 1, 2011
Primary Code036
First Use Anywhere DateMonday, December 13, 2010
First Use In Commerce DateMonday, December 13, 2010

International Class039 - Transport; packaging and storage of goods; travel arrangement.
US Class Codes100, 105
Class Status Code6 - Active
Class Status DateTuesday, May 1, 2012
Primary Code039
First Use Anywhere DateWednesday, December 14, 2011
First Use In Commerce DateWednesday, December 14, 2011

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 94105

Party NameCharles Schwab & Co., Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressSan Francisco, CA 94105

Trademark Events


Event DateEvent Description
Wednesday, January 24, 2024NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Wednesday, January 24, 2024REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Wednesday, January 24, 2024REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Wednesday, January 24, 2024CASE ASSIGNED TO POST REGISTRATION PARALEGAL
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
Thursday, July 27, 2023TEAS SECTION 8 & 9 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
Saturday, November 5, 2022COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Wednesday, June 24, 2020NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Wednesday, June 24, 2020REGISTERED - SEC. 8 (6-YR) ACCEPTED
Wednesday, June 24, 2020CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, April 20, 2020TEAS SECTION 8 RECEIVED
Thursday, January 24, 2019ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, January 24, 2019TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Monday, November 5, 2018COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, November 5, 2013REGISTERED-PRINCIPAL REGISTER
Tuesday, October 1, 2013NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Saturday, September 28, 2013LAW OFFICE REGISTRATION REVIEW COMPLETED
Friday, September 27, 2013ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Monday, September 16, 2013STATEMENT OF USE PROCESSING COMPLETE
Wednesday, August 14, 2013USE AMENDMENT FILED
Friday, September 6, 2013CASE ASSIGNED TO INTENT TO USE PARALEGAL
Wednesday, August 14, 2013TEAS STATEMENT OF USE RECEIVED
Wednesday, August 7, 2013ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, August 7, 2013TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, January 15, 2013NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Friday, January 11, 2013SOU EXTENSION 1 GRANTED
Friday, January 11, 2013SOU EXTENSION 1 FILED
Friday, January 11, 2013SOU TEAS EXTENSION 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, August 21, 2012NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, June 26, 2012OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, June 26, 2012PUBLISHED FOR OPPOSITION
Wednesday, June 6, 2012NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Friday, May 18, 2012LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, May 16, 2012ASSIGNED TO LIE
Wednesday, May 2, 2012APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, May 1, 2012TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, April 30, 2012CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, April 30, 2012TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, November 1, 2011NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, November 1, 2011NON-FINAL ACTION E-MAILED
Tuesday, November 1, 2011NON-FINAL ACTION WRITTEN
Thursday, October 27, 2011ASSIGNED TO EXAMINER
Thursday, September 1, 2011NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, September 1, 2011NEW APPLICATION ENTERED