SCHWAB ASSET INTELLIGENCE Trademark

Trademark Overview


On Friday, February 3, 2012, a trademark application was filed for SCHWAB ASSET INTELLIGENCE with the United States Patent and Trademark Office. The USPTO has given the SCHWAB ASSET INTELLIGENCE trademark a serial number of 85533225. The federal status of this trademark filing is REGISTERED AND RENEWED as of Wednesday, December 13, 2023. This trademark is owned by Charles Schwab & Co., Inc.. The SCHWAB ASSET INTELLIGENCE trademark is filed in the Computer & Software Services & Scientific Services category with the following description:

Providing a secure-access, members only website for financial asset managers featuring technology that gives members the ability to view and analyze information regarding mutual funds and financial accounts
schwab asset intelligence

General Information


Serial Number85533225
Word MarkSCHWAB ASSET INTELLIGENCE
Filing DateFriday, February 3, 2012
Status800 - REGISTERED AND RENEWED
Status DateWednesday, December 13, 2023
Registration Number4433173
Registration DateTuesday, November 12, 2013
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, October 16, 2012

Trademark Statements


Disclaimer with Predetermined Text"ASSET"
Goods and ServicesProviding a secure-access, members only website for financial asset managers featuring technology that gives members the ability to view and analyze information regarding mutual funds and financial accounts

Classification Information


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 DateThursday, August 23, 2012
Primary Code042
First Use Anywhere DateMonday, November 12, 2012
First Use In Commerce DateMonday, November 12, 2012

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
Wednesday, December 13, 2023NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Wednesday, December 13, 2023REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Wednesday, December 13, 2023REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Wednesday, December 13, 2023CASE ASSIGNED TO POST REGISTRATION PARALEGAL
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
Monday, June 19, 2023TEAS SECTION 8 & 9 RECEIVED
Monday, January 30, 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, January 30, 2023TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Monday, January 30, 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, January 30, 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Saturday, November 12, 2022COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Thursday, January 24, 2019ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, January 24, 2019TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Friday, January 11, 2019NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Friday, January 11, 2019REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Wednesday, January 9, 2019CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, January 9, 2019CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, December 11, 2018TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, December 11, 2018TEAS SECTION 8 & 15 RECEIVED
Monday, November 12, 2018COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, November 12, 2013REGISTERED-PRINCIPAL REGISTER
Saturday, October 5, 2013NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Friday, October 4, 2013LAW OFFICE REGISTRATION REVIEW COMPLETED
Tuesday, October 1, 2013ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Friday, September 13, 2013TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, September 13, 2013CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, September 5, 2013TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, August 7, 2013ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, August 7, 2013TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, May 9, 2013NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, May 9, 2013NON-FINAL ACTION E-MAILED
Thursday, May 9, 2013SU - NON-FINAL ACTION - WRITTEN
Friday, April 19, 2013STATEMENT OF USE PROCESSING COMPLETE
Monday, March 25, 2013USE AMENDMENT FILED
Wednesday, April 17, 2013CASE ASSIGNED TO INTENT TO USE PARALEGAL
Monday, March 25, 2013TEAS STATEMENT OF USE RECEIVED
Tuesday, December 11, 2012NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Thursday, October 25, 2012ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, October 25, 2012TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, October 16, 2012OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, October 16, 2012PUBLISHED FOR OPPOSITION
Wednesday, September 26, 2012NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Monday, September 10, 2012LAW OFFICE PUBLICATION REVIEW COMPLETED
Friday, September 7, 2012ASSIGNED TO LIE
Monday, August 27, 2012APPROVED FOR PUB - PRINCIPAL REGISTER
Thursday, August 23, 2012TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, August 22, 2012CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, August 22, 2012TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, August 22, 2012TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, March 1, 2012NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, March 1, 2012NON-FINAL ACTION E-MAILED
Thursday, March 1, 2012NON-FINAL ACTION WRITTEN
Monday, February 27, 2012ASSIGNED TO EXAMINER
Wednesday, February 8, 2012NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, February 7, 2012NEW APPLICATION ENTERED