| Serial Number | 76381755 |
| Word Mark | SCHWAB PERFORMANCE TECHNOLOGIES |
| Filing Date | Tuesday, March 12, 2002 |
| Status | 800 - REGISTERED AND RENEWED |
| Status Date | Wednesday, December 17, 2025 |
| Registration Number | 2992802 |
| Registration Date | Tuesday, September 6, 2005 |
| Mark Drawing | 1 - Typeset: Word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, April 6, 2004 |
| NOT AVAILABLE | "TECHNOLOGIES" |
| Goods and Services | Computer software for use by investment managers for investment portfolio management, for accounting, client reporting, automated client communications management, and performance tracking; [ Computer software for securities trading for use by investment advisors and investment management firms; Computer software for client contact management and office workflow automation, and downloadable software for client contact management and office workflow automation ] |
| Goods and Services | Data management and data hosting services for others; preparation and online delivery of customer account reports for others; data processing services for others; business information management in the fields of financial portfolio management and investment advice; computerized database management in the fields of financial portfolio management and investment advice; business consultation services provided to investment advisors in the fields of client management and communications, electronic commerce, [ and investment strategy, development, ] and marketing |
| Goods and Services | [ Educational services, namely, providing training for investment advisors in the fields of client communications, client management, and electronic commerce ] |
| Goods and Services | providing online support services for investment professionals, namely, financial portfolio accounting, [ securities trade order management, ] reporting of investment performance, and online reporting of client account information |
| Goods and Services | [ Computer services, namely, consultation regarding website development; computer services, namely, providing content for websites for others; computer services, namely, technical support services provided via the Internet and in person ] |
| International Class | 009 - 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 Codes | 021, 023, 026, 036, 038 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, March 22, 2002 |
| Primary Code | 009 |
| First Use Anywhere Date | Monday, September 30, 2002 |
| First Use In Commerce Date | Monday, September 30, 2002 |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, March 22, 2002 |
| Primary Code | 035 |
| First Use Anywhere Date | Monday, September 30, 2002 |
| First Use In Commerce Date | Monday, September 30, 2002 |
| 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 | Friday, February 13, 2004 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, September 30, 2002 |
| First Use In Commerce Date | Monday, September 30, 2002 |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | B - Sec. 8 - Class(es) in a Multiple Class registration |
| Class Status Date | Wednesday, December 17, 2025 |
| Primary Code | 041 |
| First Use Anywhere Date | Monday, September 30, 2002 |
| First Use In Commerce Date | Monday, September 30, 2002 |
| 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 | B - Sec. 8 - Class(es) in a Multiple Class registration |
| Class Status Date | Wednesday, December 17, 2025 |
| Primary Code | 042 |
| First Use Anywhere Date | Monday, September 30, 2002 |
| First Use In Commerce Date | Monday, September 30, 2002 |
| 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 | San Francisco, CA 94104 |
| Party Name | Charles Schwab & Co., Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | San Francisco, CA 94104 |
| Event Date | Event Description |
| Thursday, July 11, 2002 | ASSIGNED TO EXAMINER |
| Tuesday, July 16, 2002 | ASSIGNED TO EXAMINER |
| Friday, August 16, 2002 | NON-FINAL ACTION MAILED |
| Monday, December 9, 2002 | PAPER RECEIVED |
| Monday, December 9, 2002 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, January 6, 2004 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, March 17, 2004 | NOTICE OF PUBLICATION |
| Tuesday, April 6, 2004 | PUBLISHED FOR OPPOSITION |
| Tuesday, June 29, 2004 | NOA MAILED - SOU REQUIRED FROM APPLICANT |
| Friday, August 20, 2004 | CASE FILE IN TICRS |
| Monday, January 3, 2005 | PAPER RECEIVED |
| Tuesday, December 28, 2004 | USE AMENDMENT FILED |
| Thursday, February 3, 2005 | STATEMENT OF USE PROCESSING COMPLETE |
| Monday, April 11, 2005 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Tuesday, April 19, 2005 | ASSIGNED TO LIE |
| Saturday, July 23, 2005 | LAW OFFICE REGISTRATION REVIEW COMPLETED |
| Tuesday, September 6, 2005 | REGISTERED-PRINCIPAL REGISTER |
| Monday, October 24, 2005 | PAPER RECEIVED |
| Saturday, October 7, 2006 | REVIEW OF CORRESPONDENCE COMPLETE |
| Tuesday, September 29, 2009 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Tuesday, September 29, 2009 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Wednesday, August 31, 2011 | TEAS SECTION 8 & 15 RECEIVED |
| Monday, September 26, 2011 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Tuesday, September 27, 2011 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Tuesday, September 27, 2011 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Thursday, October 25, 2012 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Thursday, October 25, 2012 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Wednesday, July 29, 2015 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Wednesday, July 29, 2015 | TEAS SECTION 8 & 9 RECEIVED |
| Monday, August 24, 2015 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Monday, August 24, 2015 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| Monday, August 24, 2015 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| Monday, August 24, 2015 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
| Thursday, January 24, 2019 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Thursday, January 24, 2019 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Monday, January 30, 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Monday, January 30, 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Monday, January 30, 2023 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| Monday, January 30, 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Thursday, December 7, 2023 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Thursday, December 7, 2023 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Thursday, December 7, 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Thursday, December 7, 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Thursday, December 7, 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Friday, September 6, 2024 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Monday, September 8, 2025 | TEAS SECTION 8 & 9 RECEIVED |
| Monday, December 15, 2025 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Wednesday, December 17, 2025 | REGISTERED - PARTIAL SEC. 8 (10-YR) ACCEPTED |
| Wednesday, December 17, 2025 | REGISTERED - SEC. 9 GRANTED/CHECK RECORD FOR SEC. 8 |
| Wednesday, December 17, 2025 | REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS) |
| Wednesday, December 17, 2025 | NOTICE OF ACCEPTANCE OF PARTIAL SEC. 8 & 9 EMAILED |