| Serial Number | 87630244 |
| Word Mark | CHARLES SCHWAB |
| Filing Date | Monday, October 2, 2017 |
| Status | 702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED |
| Status Date | Sunday, December 10, 2023 |
| Registration Number | 5448590 |
| Registration Date | Tuesday, April 17, 2018 |
| Mark Drawing | 5000 - Drawing with word(s) / letter(s) / number(s) in Stylized form |
| Published for Opposition Date | Tuesday, January 30, 2018 |
| Goods and Services | educational services, namely, conducting seminars, webcasts, on-line training sessions, classes, conferences and workshops in the fields of investment, finance, business, financial planning, portfolio management, retirement planning, money management, and asset allocation |
| Description of Mark | The mark consists of the word "CHARLES" in lower case italic letters over the word "SCHWAB" in upper case non-italic letters, in the center of a solid square. |
| Goods and Services | downloadable software, namely, computer software and mobile applications for conducting account transactions, securities trades, research, analysis and portfolio management activities, all in the fields of finance and investments; downloadable software, namely, computer software and mobile applications for accessing, viewing, downloading, sharing, managing and saving account data, news, research and information in the fields of finance and investing; downloadable software, namely, computer software and mobile applications for communicating directly with financial services professionals; downloadable electronic publications, namely, brochures, newsletters, reports and instructional and teaching materials in the fields of investments and finance |
| Name/Portrait Description and/or Consent Statement | The name(s), portrait(s), and/or signature(s) shown in the mark identifies "Charles Schwab", whose consent(s) to register is made of record. |
| Goods and Services | printed periodical publications in the field of finance and investments |
| Goods and Services | A house mark for a full line of financial and investment services; credit card services |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Goods and Services | providing temporary use of online, non-downloadable interactive software for managing, monitoring and creating reports for personal financial and investment accounts; software as a service (SAAS) services comprised of computer software for use in on-line trading of securities and portfolio management in the fields of finance and investments |
| International Class | 009 - 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 Codes | 021, 023, 026, 036, 038 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, October 6, 2017 |
| Primary Code | 009 |
| First Use Anywhere Date | Tuesday, June 11, 2013 |
| First Use In Commerce Date | Sunday, June 23, 2013 |
| International Class | 016 - Paper, cardboard and goods made from these materials, not included in other classes; printed matter; bookbinding material; photographs; stationery; adhesives for stationery or household purposes; artists' materials; paint brushes; typewriters and office requisites (except furniture); instructional and teaching material (except apparatus); plastic materials for packaging (not included in other classes); printers' type; printing blocks. |
| US Class Codes | 002, 005, 022, 023, 029, 037, 038, 050 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, October 6, 2017 |
| Primary Code | 016 |
| First Use Anywhere Date | Wednesday, July 31, 2013 |
| First Use In Commerce Date | Wednesday, July 31, 2013 |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, October 6, 2017 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, June 11, 2013 |
| First Use In Commerce Date | Tuesday, June 11, 2013 |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, October 6, 2017 |
| Primary Code | 041 |
| First Use Anywhere Date | Tuesday, June 11, 2013 |
| First Use In Commerce Date | Tuesday, June 11, 2013 |
| International Class | 042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, October 6, 2017 |
| Primary Code | 042 |
| First Use Anywhere Date | Tuesday, June 11, 2013 |
| First Use In Commerce Date | Sunday, June 23, 2013 |
| Party Name | Charles Schwab & Co., Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Westlake, TX 76262 |
| Party Name | Charles Schwab & Co., Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | San Francisco, CA 94105 |
| Party Name | Charles Schwab & Co., Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | San Francisco, CA 94105 |
| Event Date | Event Description |
| Sunday, December 10, 2023 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Sunday, December 10, 2023 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Sunday, December 10, 2023 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Thursday, December 7, 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Thursday, December 7, 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Thursday, December 7, 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Thursday, December 7, 2023 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Thursday, December 7, 2023 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Monday, June 12, 2023 | TEAS SECTION 8 & 15 RECEIVED |
| Monday, April 17, 2023 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Monday, January 30, 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Monday, January 30, 2023 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| Monday, January 30, 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Monday, January 30, 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Thursday, January 24, 2019 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Thursday, January 24, 2019 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, April 17, 2018 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, January 30, 2018 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, January 30, 2018 | PUBLISHED FOR OPPOSITION |
| Wednesday, January 10, 2018 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Wednesday, December 20, 2017 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, December 20, 2017 | ASSIGNED TO EXAMINER |
| Friday, October 6, 2017 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, October 5, 2017 | NEW APPLICATION ENTERED |