SCHWAB PORTFOLIO CHECKUP Trademark

Trademark Overview

On Friday, November 5, 1999, a trademark application was filed for SCHWAB PORTFOLIO CHECKUP with the United States Patent and Trademark Office. The USPTO has given the SCHWAB PORTFOLIO CHECKUP trademark a serial number of 75841708. The federal status of this trademark filing is REGISTERED AND RENEWED as of Friday, May 28, 2021. This trademark is owned by Charles Schwab & Co., Inc.. The SCHWAB PORTFOLIO CHECKUP trademark is filed in the Insurance & Financial Services category with the following description:

Financial services, namely providing information and analysis in the field of financial investments
schwab portfolio checkup

General Information

Serial Number75841708
Word MarkSCHWAB PORTFOLIO CHECKUP
Filing DateFriday, November 5, 1999
Status800 - REGISTERED AND RENEWED
Status DateFriday, May 28, 2021
Registration Number2530501
Registration DateTuesday, January 15, 2002
Mark Drawing1000 - Typeset: Word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, March 20, 2001

Trademark Statements

Goods and ServicesFinancial services, namely providing information and analysis in the field of financial investments
Pseudo MarkSCHWAB PORTFOLIO CHECK UP
Disclaimer with Predetermined Text"PORTFOLIO CHECKUP"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, February 16, 2000
Primary Code036
First Use Anywhere DateTuesday, August 31, 1999
First Use In Commerce DateTuesday, August 31, 1999

Trademark Owner History

Party NameCharles Schwab & Co., Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressWestlake, TX 76262
Party NameCharles Schwab & Co., Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressSan Francisco, CA 94104
Party NameCharles Schwab & Co., Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressSan Francisco, CA 94104

Trademark Events

Event DateEvent Description
Thursday, December 7, 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, December 7, 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, December 7, 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, December 7, 2023APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Thursday, December 7, 2023TEAS CHANGE OF OWNER ADDRESS RECEIVED
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
Friday, May 28, 2021NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Friday, May 28, 2021REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS)
Friday, May 28, 2021REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Friday, May 28, 2021CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, February 22, 2021TEAS SECTION 8 & 9 RECEIVED
Friday, January 15, 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
Wednesday, May 14, 2014SEC. 15 ACKNOWLEDGEMENT - E-MAILED
Tuesday, May 13, 2014REGISTERED - SEC. 15 ACKNOWLEDGED
Thursday, May 8, 2014REGISTERED - SEC. 15 AFFIDAVIT FILED
Friday, May 9, 2014CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Thursday, May 8, 2014TEAS SECTION 15 RECEIVED
Thursday, May 8, 2014TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, October 25, 2012ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, October 25, 2012TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, February 23, 2012NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Thursday, February 23, 2012REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Thursday, February 23, 2012REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Tuesday, February 21, 2012CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, December 20, 2011TEAS SECTION 8 & 9 RECEIVED
Tuesday, December 20, 2011TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, September 29, 2009APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Tuesday, September 29, 2009TEAS CHANGE OF OWNER ADDRESS RECEIVED
Saturday, December 1, 2007REGISTERED - SEC. 8 (6-YR) ACCEPTED
Thursday, November 29, 2007ASSIGNED TO PARALEGAL
Wednesday, November 28, 2007TEAS SECTION 8 RECEIVED
Friday, April 13, 2007CASE FILE IN TICRS
Tuesday, January 15, 2002REGISTERED-PRINCIPAL REGISTER
Monday, October 15, 2001ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Wednesday, October 3, 2001STATEMENT OF USE PROCESSING COMPLETE
Friday, September 21, 2001USE AMENDMENT FILED
Tuesday, June 12, 2001NOA MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, March 20, 2001PUBLISHED FOR OPPOSITION
Wednesday, March 7, 2001NOTICE OF PUBLICATION
Thursday, September 28, 2000APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, August 15, 2000CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, June 19, 2000NON-FINAL ACTION MAILED
Wednesday, June 7, 2000PREVIOUS ALLOWANCE COUNT WITHDRAWN
Monday, June 5, 2000APPROVED FOR PUB - PRINCIPAL REGISTER
Thursday, June 1, 2000EXAMINER'S AMENDMENT MAILED
Monday, March 27, 2000NON-FINAL ACTION MAILED
Tuesday, March 7, 2000ASSIGNED TO EXAMINER
Monday, March 6, 2000ASSIGNED TO EXAMINER

Related Keywords

checkup portfolio schwab financial field investments analysis providing services namely information