WASMER SCHROEDER STRATEGIES Trademark
Trademark Overview
On Wednesday, August 27, 2025, a trademark application was filed for WASMER SCHROEDER STRATEGIES with the United States Patent and Trademark Office. The USPTO has given the WASMER SCHROEDER STRATEGIES trademark a serial number of 99360846. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Wednesday, August 27, 2025. This trademark is owned by Charles Schwab & Co., Inc.. The WASMER SCHROEDER STRATEGIES trademark is filed in the Insurance & Financial Services category with the following description:
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
General Information
| Serial Number | 99360846 |
| Word Mark | WASMER SCHROEDER STRATEGIES |
| Filing Date | Wednesday, August 27, 2025 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Wednesday, August 27, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Description of Mark | The mark consists of the word WASMER on top of the word SCHROEDER with the word strategies 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. |
| 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 |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
Classification Information
| 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 |
Trademark Owner History
| Party Name | Charles Schwab & Co., Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Westlake, TX 76262 |
Trademark Events
| Event Date | Event Description |
| Wednesday, August 27, 2025 | NEW APPLICATION ENTERED |
| Wednesday, August 27, 2025 | APPLICATION FILING RECEIPT MAILED |
