Trademark Overview
On Monday, April 20, 2026, a trademark application was filed for SCHWAB PERSONALIZED OPTION OVERLAY STRATEGIES with the United States Patent and Trademark Office. The USPTO has given the SCHWAB PERSONALIZED OPTION OVERLAY STRATEGIES trademark a serial number of 99776087. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Monday, April 20, 2026. This trademark is owned by Charles Schwab & Co., Inc.. The SCHWAB PERSONALIZED OPTION OVERLAY STRATEGIES trademark is filed in the Insurance & Financial Services category with the following description:
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
