SCHWAB INDEX ADVANTAGE Trademark

Trademark Overview


On Friday, September 9, 2011, a trademark application was filed for SCHWAB INDEX ADVANTAGE with the United States Patent and Trademark Office. The USPTO has given the SCHWAB INDEX ADVANTAGE trademark a serial number of 85418661. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, May 12, 2023. This trademark is owned by Charles Schwab & Co., Inc.. The SCHWAB INDEX ADVANTAGE trademark is filed in the Insurance & Financial Services category with the following description:

Retirement plan services, namely, investment, brokerage, plan administration and recordkeeping services
schwab index advantage

General Information


Serial Number85418661
Word MarkSCHWAB INDEX ADVANTAGE
Filing DateFriday, September 9, 2011
Status710 - CANCELLED - SECTION 8
Status DateFriday, May 12, 2023
Registration Number4235102
Registration DateTuesday, October 30, 2012
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, March 20, 2012

Trademark Statements


Goods and ServicesRetirement plan services, namely, investment, brokerage, plan administration and recordkeeping services
Disclaimer with Predetermined Text"INDEX"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, May 12, 2023
Primary Code036
First Use Anywhere DateTuesday, January 10, 2012
First Use In Commerce DateTuesday, January 10, 2012

Trademark Owner History


Party NameCharles Schwab & Co., Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressSan Francisco, CA 94105

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
Friday, May 12, 2023CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9
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, October 30, 2021COURTESY 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
Sunday, March 11, 2018NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Sunday, March 11, 2018REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Sunday, March 11, 2018CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, February 27, 2018TEAS SECTION 8 & 15 RECEIVED
Tuesday, February 27, 2018TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, October 30, 2017COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, October 30, 2012REGISTERED-PRINCIPAL REGISTER
Thursday, October 25, 2012ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, October 25, 2012TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, September 26, 2012NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, September 25, 2012LAW OFFICE REGISTRATION REVIEW COMPLETED
Monday, September 24, 2012ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Tuesday, September 18, 2012STATEMENT OF USE PROCESSING COMPLETE
Friday, September 14, 2012USE AMENDMENT FILED
Tuesday, September 18, 2012CASE ASSIGNED TO INTENT TO USE PARALEGAL
Friday, September 14, 2012TEAS STATEMENT OF USE RECEIVED
Tuesday, May 15, 2012NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, March 20, 2012OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, March 20, 2012PUBLISHED FOR OPPOSITION
Wednesday, February 29, 2012NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Wednesday, February 15, 2012LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, February 15, 2012ASSIGNED TO LIE
Monday, January 30, 2012APPROVED FOR PUB - PRINCIPAL REGISTER
Sunday, January 29, 2012TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, January 27, 2012CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, January 27, 2012TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, November 1, 2011NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, November 1, 2011NON-FINAL ACTION E-MAILED
Tuesday, November 1, 2011NON-FINAL ACTION WRITTEN
Thursday, October 27, 2011ASSIGNED TO EXAMINER
Wednesday, September 14, 2011NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, September 13, 2011NEW APPLICATION ENTERED