CHARLES SCHWAB INTELLIGENT INVESTING Trademark

Trademark Overview


On Friday, May 18, 2018, a trademark application was filed for CHARLES SCHWAB INTELLIGENT INVESTING with the United States Patent and Trademark Office. The USPTO has given the CHARLES SCHWAB INTELLIGENT INVESTING trademark a serial number of 87928038. The federal status of this trademark filing is ABANDONED - NO STATEMENT OF USE FILED as of Monday, August 26, 2019. This trademark is owned by Charles Schwab & Co., Inc.. The CHARLES SCHWAB INTELLIGENT INVESTING trademark is filed in the Computer & Software Products & Electrical & Scientific Products, Insurance & Financial Services, and Computer & Software Services & Scientific Services categories with the following description:

Downloadable software, namely, mobile applications for establishing managed personal investment accounts; downloadable software, namely, mobile applications for accessing, viewing, downloading, sharing, managing and saving personal investment account data; downloadable software, namely, mobile applications for accessing, viewing, downloading, sharing and saving news, research and information in the fields of finance and investing

Providing automated and customized personal financial, investment management and advisory services, namely, management of securities portfolios through providing personal financial investment accounts, monitoring for investment purposes of financial and investment account transactions and account balances, and reporting for financial investment accounts, each through a global computer network; providing information and analysis in the field of financial investments; financial planning and investment advisory services; providing financial and investment advice, analysis and consultation services; financial analysis; financial advice; financial planning; financial consultation; financial management; investment brokerage; investment consultation; investment management; investment advice; retirement fund investment; providing personalized investment information, investment account management and securities brokerage services, all by means of a global computer network, by wireless mobile de...

Providing temporary use of online, non-downloadable interactive software for managing, monitoring and creating reports for personal financial and investment accounts; providing temporary use of online, non-downloadable interactive software that features news, research and information in the field of financial investments and featuring on-line community tools for interacting with others in the field of financial investments; providing temporary use of online, non-downloadable interactive software for establishing managed personal investment accounts; providing temporary use of online non-downloadable interactive financial planning software
charles schwab intelligent investing

General Information


Serial Number87928038
Word MarkCHARLES SCHWAB INTELLIGENT INVESTING
Filing DateFriday, May 18, 2018
Status606 - ABANDONED - NO STATEMENT OF USE FILED
Status DateMonday, August 26, 2019
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, November 27, 2018

Trademark Statements


Indication of Colors claimedColor is not claimed as a feature of the mark.
Disclaimer with Predetermined Text"INVESTING"
Description of MarkThe mark consists of the words "CHARLES" in lower case italic letters over the word "SCHWAB" in upper case non-italic letters, in the center of a solid square next to another solid square containing the words "INTELLIGENT" over the word "INVESTING".
Goods and ServicesDownloadable software, namely, mobile applications for establishing managed personal investment accounts; downloadable software, namely, mobile applications for accessing, viewing, downloading, sharing, managing and saving personal investment account data; downloadable software, namely, mobile applications for accessing, viewing, downloading, sharing and saving news, research and information in the fields of finance and investing
Goods and ServicesProviding automated and customized personal financial, investment management and advisory services, namely, management of securities portfolios through providing personal financial investment accounts, monitoring for investment purposes of financial and investment account transactions and account balances, and reporting for financial investment accounts, each through a global computer network; providing information and analysis in the field of financial investments; financial planning and investment advisory services; providing financial and investment advice, analysis and consultation services; financial analysis; financial advice; financial planning; financial consultation; financial management; investment brokerage; investment consultation; investment management; investment advice; retirement fund investment; providing personalized investment information, investment account management and securities brokerage services, all by means of a global computer network, by wireless mobile devices and by telephone
Goods and ServicesProviding temporary use of online, non-downloadable interactive software for managing, monitoring and creating reports for personal financial and investment accounts; providing temporary use of online, non-downloadable interactive software that features news, research and information in the field of financial investments and featuring on-line community tools for interacting with others in the field of financial investments; providing temporary use of online, non-downloadable interactive software for establishing managed personal investment accounts; providing temporary use of online non-downloadable interactive financial planning software
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.

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 DateTuesday, May 29, 2018
Primary Code009
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, May 29, 2018
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

International Class042 - 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 Codes100, 101
Class Status Code6 - Active
Class Status DateTuesday, May 29, 2018
Primary Code042
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


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
Monday, August 26, 2019ABANDONMENT NOTICE E-MAILED - NO USE STATEMENT FILED
Monday, August 26, 2019ABANDONMENT - NO USE STATEMENT FILED
Thursday, January 24, 2019ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, January 24, 2019TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, January 22, 2019NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, November 27, 2018OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, November 27, 2018PUBLISHED FOR OPPOSITION
Wednesday, November 7, 2018NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Thursday, October 25, 2018LAW OFFICE PUBLICATION REVIEW COMPLETED
Sunday, October 21, 2018ASSIGNED TO LIE
Monday, October 8, 2018APPROVED FOR PUB - PRINCIPAL REGISTER
Monday, October 8, 2018EXAMINER'S AMENDMENT ENTERED
Monday, October 8, 2018NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Monday, October 8, 2018EXAMINERS AMENDMENT E-MAILED
Monday, October 8, 2018EXAMINERS AMENDMENT -WRITTEN
Friday, September 28, 2018NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, September 28, 2018NON-FINAL ACTION E-MAILED
Friday, September 28, 2018NON-FINAL ACTION WRITTEN
Monday, September 10, 2018ASSIGNED TO EXAMINER
Wednesday, May 30, 2018NOTICE OF DESIGN SEARCH CODE E-MAILED
Tuesday, May 29, 2018NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Tuesday, May 22, 2018NEW APPLICATION ENTERED IN TRAM