| Serial Number | 90514359 |
| Word Mark | SCHWAB INVESTING THEMES |
| Filing Date | Friday, February 5, 2021 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, June 18, 2024 |
| Registration Number | 7422436 |
| Registration Date | Tuesday, June 18, 2024 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, October 4, 2022 |
| Section 2(f) Limitation Statement | as to "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). 5105950, 5715756, 6114235, 3476389, 5100394, 5856486, and others |
| Goods and Services | Providing information in the field of financial stock and equity markets; Providing information and research in the field of finance and financial investments; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Securities trading services for others via the Internet and the global information network; Financial information provided by electronic means in the field of securities trading and investments |
| NOT AVAILABLE | "INVESTING THEMES" |
| Goods and Services | Providing online, non-downloadable software for electronically trading securities; providing online, non-downloadable software that features information in the field of financial investments; providing online non-downloadable interactive financial planning software; providing temporary use of on-line, non-downloadable interactive software that features news, research and information in the field of financial investments; software as a service (SAAS) services comprised of computer software for use in on-line trading of securities and portfolio management in the fields of finance and investments |
| 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 | Tuesday, May 11, 2021 |
| Primary Code | 036 |
| First Use Anywhere Date | Saturday, September 30, 2023 |
| First Use In Commerce Date | Saturday, September 30, 2023 |
| 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 | Tuesday, May 11, 2021 |
| Primary Code | 042 |
| First Use Anywhere Date | Saturday, September 30, 2023 |
| First Use In Commerce Date | Saturday, September 30, 2023 |
| Party Name | Charles Schwab & Co., Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Westlake, TX 76262 |
| Party Name | Charles Schwab & Co., Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Westlake, TX 76262 |
| Party Name | Charles Schwab & Co., Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | San Francisco, CA 94105 |
| Event Date | Event Description |
| Wednesday, September 8, 2021 | NON-FINAL ACTION WRITTEN |
| Tuesday, February 9, 2021 | NEW APPLICATION ENTERED |
| Tuesday, May 11, 2021 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Saturday, August 28, 2021 | ASSIGNED TO EXAMINER |
| Friday, January 21, 2022 | NON-FINAL ACTION E-MAILED |
| Wednesday, September 8, 2021 | NON-FINAL ACTION E-MAILED |
| Wednesday, September 8, 2021 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, January 21, 2022 | NON-FINAL ACTION WRITTEN |
| Friday, January 21, 2022 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, July 18, 2022 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, July 18, 2022 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, July 19, 2022 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, August 31, 2022 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, September 14, 2022 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, October 4, 2022 | PUBLISHED FOR OPPOSITION |
| Tuesday, October 4, 2022 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, November 29, 2022 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Friday, January 27, 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, April 25, 2023 | SOU EXTENSION 1 GRANTED |
| Friday, January 27, 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Friday, January 27, 2023 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| Friday, January 27, 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, April 25, 2023 | SOU TEAS EXTENSION RECEIVED |
| Tuesday, April 25, 2023 | SOU EXTENSION 1 FILED |
| Tuesday, October 10, 2023 | SOU EXTENSION 2 FILED |
| Thursday, April 27, 2023 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Tuesday, October 10, 2023 | SOU TEAS EXTENSION RECEIVED |
| Tuesday, October 10, 2023 | SOU EXTENSION 2 GRANTED |
| Thursday, October 12, 2023 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Thursday, December 7, 2023 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Tuesday, March 12, 2024 | TEAS STATEMENT OF USE RECEIVED |
| Thursday, December 7, 2023 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Thursday, December 7, 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, March 12, 2024 | USE AMENDMENT FILED |
| Tuesday, April 2, 2024 | STATEMENT OF USE PROCESSING COMPLETE |
| Tuesday, April 2, 2024 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Tuesday, May 7, 2024 | NON-FINAL ACTION E-MAILED |
| Tuesday, May 7, 2024 | SU - NON-FINAL ACTION - WRITTEN |
| Friday, May 10, 2024 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Friday, May 10, 2024 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Tuesday, June 18, 2024 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, June 18, 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, May 7, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |