SCH WAB Trademark

Trademark Overview


On Friday, October 3, 2025, a trademark application was filed for SCH WAB with the United States Patent and Trademark Office. The USPTO has given the SCH WAB trademark a serial number of 99427729. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Wednesday, January 28, 2026. This trademark is owned by Charles Schwab & Co., Inc.. The SCH WAB trademark is filed in the Computer & Software Products & Electrical & Scientific Products, Advertising, Business and Retail Services, Insurance & Financial Services, Education & Entertainment Services, and Computer & Software Services & Scientific Services categories with the following description:

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

Business networking; Business management consulting and advisory services for the investment advisory industry 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

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

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

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
sch wab

General Information


Serial Number99427729
Word MarkSCH WAB
Filing DateFriday, October 3, 2025
Status641 - NON-FINAL ACTION - MAILED
Status DateWednesday, January 28, 2026
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Indication of Colors claimedColor is not claimed as a feature of the mark.
Goods and ServicesDownloadable 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 ServicesBusiness networking; Business management consulting and advisory services for the investment advisory industry 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 ServicesProviding 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
Goods and ServicesEducational 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 MarkThe mark consists of the letters "SCH" positioned over the letters "WAB" within a box.
Goods and ServicesFinancial 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

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 DateFriday, October 3, 2025
Primary Code009
First Use Anywhere DateThursday, September 25, 2025
First Use In Commerce DateThursday, September 25, 2025

International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, October 3, 2025
Primary Code035
First Use Anywhere DateThursday, October 2, 2025
First Use In Commerce DateThursday, October 2, 2025

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, October 3, 2025
Primary Code036
First Use Anywhere DateThursday, September 25, 2025
First Use In Commerce DateThursday, September 25, 2025

International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateFriday, October 3, 2025
Primary Code041
First Use Anywhere DateThursday, October 2, 2025
First Use In Commerce DateThursday, October 2, 2025

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 DateFriday, October 3, 2025
Primary Code042
First Use Anywhere DateThursday, October 2, 2025
First Use In Commerce DateThursday, October 2, 2025

Trademark Owner History


Party NameCharles Schwab & Co., Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressWestlake, TX 76262

Trademark Events


Event DateEvent Description
Friday, October 3, 2025NEW APPLICATION ENTERED
Friday, October 3, 2025APPLICATION FILING RECEIPT MAILED
Friday, January 16, 2026NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, January 16, 2026NOTICE OF DESIGN SEARCH CODE E-MAILED
Sunday, January 18, 2026ASSIGNED TO EXAMINER
Wednesday, January 28, 2026NON-FINAL ACTION WRITTEN
Wednesday, January 28, 2026NON-FINAL ACTION E-MAILED
Wednesday, January 28, 2026NOTIFICATION OF NON-FINAL ACTION E-MAILED