| Serial Number | 99360846 |
| Word Mark | WASMER SCHROEDER STRATEGIES |
| Filing Date | Wednesday, August 27, 2025 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, May 19, 2026 |
| Registration Number | 8259780 |
| Registration Date | Tuesday, May 19, 2026 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, March 31, 2026 |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| NOT AVAILABLE | "STRATEGIES" |
| Goods and Services | Investment advisory services with respect to fixed income and dividend equity investments; Financial portfolio management with respect to fixed income and dividend equity investments; Financial management with respect to fixed income and dividend equity investments; Financial services, namely, a total portfolio offering for separate accounts of fixed income investments in the nature of the coordination, within a single account, of fixed income and dividend equity investment portfolio maintenance, trading, rebalancing, and tax management needs; Financial portfolio management and analysis services, namely, a total portfolio offering for separate accounts of fixed income investments; Financial investment with respect to fixed income products |
| Description of Mark | The mark consists of the word "WASMER" on top of the word "SCHROEDER" with the word "STRAGEGIES" underneath "SCHROEDER" in a smaller font. To the right of the wording is an abstract geometric design formed by a series of vertical and horizontal bars creating a symmetrical, woven pattern. |
| 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 | Wednesday, August 27, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, April 30, 2024 |
| First Use In Commerce Date | Tuesday, April 30, 2024 |
| Party Name | Charles Schwab & Co., Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Westlake, TX 76262 US |
| Party Name | Charles Schwab & Co., Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Westlake, TX 76262 US |
| Party Name | Charles Schwab & Co., Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Westlake, TX 76262 US |
| Event Date | Event Description |
| Wednesday, August 27, 2025 | NEW APPLICATION ENTERED |
| Wednesday, August 27, 2025 | APPLICATION FILING RECEIPT MAILED |
| Friday, January 16, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, January 16, 2026 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Sunday, January 18, 2026 | ASSIGNED TO EXAMINER |
| Tuesday, February 3, 2026 | NON-FINAL ACTION WRITTEN |
| Tuesday, February 3, 2026 | NON-FINAL ACTION E-MAILED |
| Tuesday, February 3, 2026 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, March 4, 2026 | EXAMINERS AMENDMENT -WRITTEN |
| Wednesday, March 4, 2026 | EXAMINERS AMENDMENT E-MAILED |
| Wednesday, March 4, 2026 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Wednesday, March 4, 2026 | EXAMINER'S AMENDMENT ENTERED |
| Wednesday, March 4, 2026 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, March 25, 2026 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, March 31, 2026 | PUBLISHED FOR OPPOSITION |
| Tuesday, March 31, 2026 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, May 19, 2026 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, May 19, 2026 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, May 19, 2026 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |