| Serial Number | 90779821 |
| Word Mark | SCHWAB PERSONALIZED INDEXING |
| Filing Date | Thursday, June 17, 2021 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, July 18, 2023 |
| Registration Number | 7116117 |
| Registration Date | Tuesday, July 18, 2023 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, September 20, 2022 |
| Goods and Services | Investment management; Investment consultation; Investment advisory services; Financial investment brokerage services; Financial planning; Providing information in the field of financial stock and equity markets; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; financial asset management services |
| 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). 2706554, 3597849, 3661841, 4433005, and others |
| Disclaimer with Predetermined Text | "PERSONALIZED INDEXING" |
| 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, September 3, 2021 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, April 13, 2022 |
| First Use In Commerce Date | Wednesday, April 13, 2022 |
| 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 94105 |
| 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 |
| Thursday, December 7, 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Thursday, December 7, 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Thursday, December 7, 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Thursday, December 7, 2023 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Thursday, December 7, 2023 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Tuesday, July 18, 2023 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, July 18, 2023 | REGISTERED-PRINCIPAL REGISTER |
| Wednesday, June 14, 2023 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, June 13, 2023 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Wednesday, May 24, 2023 | STATEMENT OF USE PROCESSING COMPLETE |
| Wednesday, May 3, 2023 | USE AMENDMENT FILED |
| Tuesday, May 23, 2023 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Wednesday, May 3, 2023 | TEAS STATEMENT OF USE RECEIVED |
| Friday, January 27, 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Friday, January 27, 2023 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| Friday, January 27, 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Friday, January 27, 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, November 15, 2022 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, September 20, 2022 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, September 20, 2022 | PUBLISHED FOR OPPOSITION |
| Wednesday, August 31, 2022 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Monday, August 15, 2022 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, August 11, 2022 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, August 11, 2022 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, August 11, 2022 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, March 17, 2022 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, March 17, 2022 | NON-FINAL ACTION E-MAILED |
| Thursday, March 17, 2022 | NON-FINAL ACTION WRITTEN |
| Wednesday, March 9, 2022 | ASSIGNED TO EXAMINER |
| Friday, September 3, 2021 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, June 21, 2021 | NEW APPLICATION ENTERED |