SCHWAB ASSET MANAGEMENT Trademark

Trademark Overview


On Monday, May 10, 2021, a trademark application was filed for SCHWAB ASSET MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the SCHWAB ASSET MANAGEMENT trademark a serial number of 90701133. The federal status of this trademark filing is REGISTERED as of Tuesday, April 4, 2023. This trademark is owned by Charles Schwab & Co., Inc.. The SCHWAB ASSET MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:

Financial investment services; Financial advisory and consultancy services; Financial portfolio management; Financial planning and investment advisory services; Funds investment; fund investment services; mutual funds and capital investment; Investment of funds for others in the fields of equity index funds, active equity funds, fixed income products, multi-asset funds, separately managed accounts, and money market funds; Financial services, namely, trading in commodities, securities, options, futures, equities and fixed income products in the United States and overseas market securities; wealth management services; financial asset management services; direct, personalized, and customized indexing investing services
schwab asset management

General Information


Serial Number90701133
Word MarkSCHWAB ASSET MANAGEMENT
Filing DateMonday, May 10, 2021
Status700 - REGISTERED
Status DateTuesday, April 4, 2023
Registration Number7019903
Registration DateTuesday, April 4, 2023
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, May 10, 2022

Trademark Statements


Goods and ServicesFinancial investment services; Financial advisory and consultancy services; Financial portfolio management; Financial planning and investment advisory services; Funds investment; fund investment services; mutual funds and capital investment; Investment of funds for others in the fields of equity index funds, active equity funds, fixed income products, multi-asset funds, separately managed accounts, and money market funds; Financial services, namely, trading in commodities, securities, options, futures, equities and fixed income products in the United States and overseas market securities; wealth management services; financial asset management services; direct, personalized, and customized indexing investing services
Section 2(f) Limitation StatementAs to "SCHWAB"
Disclaimer with Predetermined Text"ASSET MANAGEMENT"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, August 10, 2021
Primary Code036
First Use Anywhere DateThursday, September 30, 2021
First Use In Commerce DateThursday, September 30, 2021

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
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
Tuesday, April 4, 2023NOTICE OF REGISTRATION CONFIRMATION EMAILED
Tuesday, April 4, 2023REGISTERED-PRINCIPAL REGISTER
Tuesday, February 28, 2023NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Monday, February 27, 2023ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Tuesday, January 31, 2023STATEMENT OF USE PROCESSING COMPLETE
Thursday, December 29, 2022USE AMENDMENT FILED
Monday, January 30, 2023CASE ASSIGNED TO INTENT TO USE PARALEGAL
Friday, January 27, 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
Friday, January 27, 2023TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Friday, January 27, 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Friday, January 27, 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, December 29, 2022TEAS STATEMENT OF USE RECEIVED
Tuesday, July 5, 2022NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, May 10, 2022OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, May 10, 2022PUBLISHED FOR OPPOSITION
Wednesday, April 20, 2022NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Wednesday, April 6, 2022APPROVED FOR PUB - PRINCIPAL REGISTER
Friday, February 11, 2022TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, February 10, 2022CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, February 10, 2022TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, September 8, 2021NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, September 8, 2021NON-FINAL ACTION E-MAILED
Wednesday, September 8, 2021NON-FINAL ACTION WRITTEN
Saturday, August 28, 2021ASSIGNED TO EXAMINER
Tuesday, August 10, 2021NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, May 13, 2021NEW APPLICATION ENTERED