CHARLES SCHWAB Trademark

Trademark Overview


On Tuesday, January 11, 2022, 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 97213466. The federal status of this trademark filing is REGISTERED as of Tuesday, December 20, 2022. 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:

Providing financial and investment information, financial and investment news, financial and investment research, financial and investment databases, all for use by investors in the trading and analysis of investments, finances and financial planning, via a global computer network; Providing information and analysis in the field of financial investments; Providing personalized investment information, investment account management, and securities brokerage services; Investment advisory services; Investment consultation; Investment management; Investment advice; Financial planning; Financial advice; Financial analysis; Financial consultation; Financial management; Retirement fund investment; Financial services, namely, retirement planning and retirement plan administration services; Financial planning for retirement services, namely, trustee services; Providing financial and investment advice, analysis and consultation services; Brokerage services in the fields of securities, stocks, bon...
charles schwab

General Information


Serial Number97213466
Word MarkCHARLES SCHWAB
Filing DateTuesday, January 11, 2022
Status700 - REGISTERED
Status DateTuesday, December 20, 2022
Registration Number6930913
Registration DateTuesday, December 20, 2022
Mark Drawing3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, October 4, 2022

Trademark Statements


Description of MarkThe mark consists of the italicized lower case word "CHARLES" stacked over the unitalicized word "SCHWAB" in all caps, both inside a square, and with the Chinese characters "JIA", "XIN", "LI" and "CAI" written vertically to the right of the square.
Name/Portrait Description and/or Consent StatementThe 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 ServicesProviding financial and investment information, financial and investment news, financial and investment research, financial and investment databases, all for use by investors in the trading and analysis of investments, finances and financial planning, via a global computer network; Providing information and analysis in the field of financial investments; Providing personalized investment information, investment account management, and securities brokerage services; Investment advisory services; Investment consultation; Investment management; Investment advice; Financial planning; Financial advice; Financial analysis; Financial consultation; Financial management; Retirement fund investment; Financial services, namely, retirement planning and retirement plan administration services; Financial planning for retirement services, namely, trustee services; Providing financial and investment advice, analysis and consultation services; Brokerage services in the fields of securities, stocks, bonds, mutual funds, money market funds, exchange traded funds, commodities, futures, options, and indices of any of them; Investment services in the fields of securities, stocks, money market funds, bonds, mutual funds, exchange traded funds, commodities, futures, options, and indices of any of them; Brokerage services and investment services provided electronically and via global information networks, namely, electronic trading in securities, stocks, bonds, mutual funds, money market funds, exchange traded funds, commodities, futures, options, and indices of any of them; Investment advice and management in the fields of securities, stocks, bonds, mutual funds, money market funds, exchange traded funds, commodities, futures, options, and indices of any of them; Securities brokerage account services including an interest bearing feature for cash between investments, access to cash, and margin loans; Investment brokerage and investment portfolio management services; Investment account information services; Investment fund management; Annuity investment services; Investment advisory services, namely, managed account services; Debit card services, namely, debit card transaction processing services, issuing of debit cards; credit card services, namely, credit card verification, credit card authorization services, credit card transaction processing services, issuing credit cards; Payment processing services, namely, credit card and debit card transaction processing services; Electronic funds transfer services; check writing and bill payment services; Monetary affairs, namely, financial information, management and analysis services; Trust company custody services, namely, maintaining possession of financial assets for others for financial management purposes; trust and investment account services; margin account services; Corporate savings account services; Payment services, namely, payment verification services, bill payment services, credit card payment processing services, payment and funds verification services, check payment guarantee services, and fund transfer services, namely, investment fund transfer and transaction services; Providing information and analysis in the fields of finance, economics, investment, business, and investment strategy; Financial portfolio management; Providing financial information via a website; Providing financial news, information, research, and analysis services and online searchable databases featuring financial information, analysis and research in the fields of investing and finance
Section 2(f) Limitation StatementThe non-Latin character that transliterates to "JAI" has become distinctive of the goods/services as evidenced by the ownership on the Principal Register for the same mark for sufficiently similar goods/services of active U.S. Registration No(s). 5258857
Indication of Colors claimedColor is not claimed as a feature of the mark.
Transliteration StatementThe non-Latin characters in the mark transliterate to "JAI XIN LI CAI" and this means "excellent", "trustworthy", "wealth management" in English.
Disclaimer with Predetermined TextTHE NON-LATIN CHARACTERS THAT TRANSLITERATE TO "LI CAI"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, January 19, 2022
Primary Code036
First Use Anywhere DateWednesday, June 12, 2013
First Use In Commerce DateWednesday, June 12, 2013

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
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
Tuesday, December 20, 2022NOTICE OF REGISTRATION CONFIRMATION EMAILED
Tuesday, December 20, 2022REGISTERED-PRINCIPAL REGISTER
Tuesday, October 4, 2022OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, October 4, 2022PUBLISHED FOR OPPOSITION
Wednesday, September 14, 2022NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Sunday, August 28, 2022APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, August 3, 2022TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, August 2, 2022CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, August 2, 2022TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, March 15, 2022NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, March 15, 2022NON-FINAL ACTION E-MAILED
Tuesday, March 15, 2022NON-FINAL ACTION WRITTEN
Wednesday, March 9, 2022ASSIGNED TO EXAMINER
Thursday, January 20, 2022NOTICE OF DESIGN SEARCH CODE E-MAILED
Wednesday, January 19, 2022NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, January 14, 2022NEW APPLICATION ENTERED