| Serial Number | 88223682 |
| Word Mark | ETF KNOW:HOW |
| Filing Date | Monday, December 10, 2018 |
| Status | 702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED |
| Status Date | Thursday, October 2, 2025 |
| Registration Number | 5794423 |
| Registration Date | Tuesday, July 2, 2019 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, April 16, 2019 |
| Goods and Services | Educational services, namely, providing live presentations, workshops, webinars, and classes in the fields of finance, financial investment, money management, financial planning, portfolio construction, economics, ETFs and mutual funds; providing web-based materials, namely, online non-downloadable electronic publications in then nature of guides, brochures, reports, and articles in the fields of finance, financial investment, money management, financial planning, portfolio construction, economics, ETFs and mutual funds; providing a website featuring a blog in the fields of finance, financial investment, money management, financial planning, portfolio construction, economics, ETFs and mutual funds |
| Description of Mark | The mark consists of the word "ETF" above the word "KNOW" followed by a colon sign and then the word "HOW". |
| Goods and Services | Downloadable electronic publications, namely, guides, brochures, reports, articles and teaching materials in the fields of finance, financial investment, money management, financial planning, portfolio construction, economics, ETFs and mutual funds |
| Goods and Services | Providing news, information and research in the fields of finance, financial investment, money management, financial planning, portfolio construction, ETFs and mutual funds; providing financial information on-line in the field of exchange traded funds and mutual funds |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| NOT AVAILABLE | "ETF" |
| 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 | Wednesday, January 2, 2019 |
| Primary Code | 009 |
| First Use Anywhere Date | Tuesday, November 14, 2017 |
| First Use In Commerce Date | Tuesday, November 14, 2017 |
| 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 | Wednesday, January 2, 2019 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, November 14, 2017 |
| First Use In Commerce Date | Tuesday, November 14, 2017 |
| 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 | Wednesday, January 2, 2019 |
| Primary Code | 041 |
| First Use Anywhere Date | Tuesday, November 14, 2017 |
| First Use In Commerce Date | Tuesday, November 14, 2017 |
| 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 |
| Thursday, December 13, 2018 | NEW APPLICATION ENTERED |
| Wednesday, January 2, 2019 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, January 3, 2019 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Thursday, January 24, 2019 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Thursday, January 24, 2019 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Monday, February 4, 2019 | ASSIGNED TO EXAMINER |
| Friday, February 8, 2019 | EXAMINERS AMENDMENT -WRITTEN |
| Friday, February 8, 2019 | EXAMINERS AMENDMENT E-MAILED |
| Friday, February 8, 2019 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Friday, February 8, 2019 | EXAMINER'S AMENDMENT ENTERED |
| Thursday, February 14, 2019 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Friday, March 8, 2019 | ASSIGNED TO LIE |
| Wednesday, March 27, 2019 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, April 16, 2019 | PUBLISHED FOR OPPOSITION |
| Tuesday, April 16, 2019 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, July 2, 2019 | REGISTERED-PRINCIPAL REGISTER |
| Monday, January 30, 2023 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| Monday, January 30, 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Monday, January 30, 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Monday, January 30, 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Thursday, December 7, 2023 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Thursday, December 7, 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Thursday, December 7, 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Thursday, December 7, 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Thursday, December 7, 2023 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Tuesday, July 2, 2024 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Wednesday, May 28, 2025 | TEAS SECTION 8 & 15 RECEIVED |
| Thursday, October 2, 2025 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Thursday, October 2, 2025 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Thursday, October 2, 2025 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |