| Serial Number | 99427729 |
| Word Mark | SCH WAB |
| Filing Date | Friday, October 3, 2025 |
| Status | 680 - APPROVED FOR PUBLICATION |
| Status Date | Thursday, April 23, 2026 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | NOT AVAILABLE |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Goods and Services | Downloadable educational media, namely, video recordings, multimedia files, and audio files featuring information in the field of finance and financial investments; Downloadable educational publications, namely, printable training materials, newsletters, and articles in the field of finance and financial investments; Downloadable software for electronically trading securities, financial planning, financial analysis, financial account management, and portfolio management in the field of finance and financial investments; Downloadable mobile applications for electronically trading securities, financial planning, financial analysis, financial account management, and portfolio management in the field of finance and financial investments |
| Goods and Services | Business networking; Business management consulting and advisory services for the investment advisory industry; Promoting public awareness of registered investment advisor (RIA) platforms; Providing business information in the field of investment advisory services; Referrals in the field of investment advisory services |
| Goods and Services | Providing online non-downloadable computer software platforms for use in connection with managing, accounting of and preparing reports for client investment accounts; Providing online non-downloadable computer software platforms for tracking performance of client investments |
| Section 2(f) Limitation Statement | SCHWAB 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). 4067855, 4448313, 4429250, 2316505, 3611541, 5448590, 4744416 |
| Goods and Services | Educational services, namely, conducting live programs, classes, seminars, presentations, and conferences in the field of finance, investment, money management, and financial planning and distribution of course and educational materials in connection therewith; Educational services, namely, conducting virtual programs, classes, seminars, presentations, and conferences in the field of finance, investment, money management, and financial planning and distribution of course materials in connection therewith in printed or electronic format |
| Description of Mark | The mark consists of the letters "SCH" positioned over the letters "WAB" within a box. |
| Goods and Services | Financial investment brokerage services; Investment management; Investment fund management services; Investment management of and distribution of annuities; Investment advice; Providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary; Providing information regarding financial investment strategies for investment advisors; Providing financial information and financial advice via a website |
| 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 3, 2025 |
| Primary Code | 009 |
| First Use Anywhere Date | Thursday, September 25, 2025 |
| First Use In Commerce Date | Thursday, September 25, 2025 |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, October 3, 2025 |
| Primary Code | 035 |
| First Use Anywhere Date | Thursday, October 2, 2025 |
| First Use In Commerce Date | Thursday, October 2, 2025 |
| 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 3, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, September 25, 2025 |
| First Use In Commerce Date | Thursday, September 25, 2025 |
| 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 3, 2025 |
| Primary Code | 041 |
| First Use Anywhere Date | Thursday, October 2, 2025 |
| First Use In Commerce Date | Thursday, October 2, 2025 |
| 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 3, 2025 |
| Primary Code | 042 |
| First Use Anywhere Date | Thursday, October 2, 2025 |
| First Use In Commerce Date | Thursday, October 2, 2025 |
| Party Name | Charles Schwab & Co., Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Westlake, TX 76262 US |
| Event Date | Event Description |
| Friday, October 3, 2025 | NEW APPLICATION ENTERED |
| Friday, October 3, 2025 | APPLICATION FILING RECEIPT MAILED |
| Friday, January 16, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, January 16, 2026 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Sunday, January 18, 2026 | ASSIGNED TO EXAMINER |
| Wednesday, January 28, 2026 | NON-FINAL ACTION WRITTEN |
| Wednesday, January 28, 2026 | NON-FINAL ACTION E-MAILED |
| Wednesday, January 28, 2026 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, April 6, 2026 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, April 6, 2026 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, April 6, 2026 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, April 23, 2026 | APPROVED FOR PUB - PRINCIPAL REGISTER |