WASMER SCHROEDER STRATEGIES Trademark

Trademark Overview


On Friday, October 3, 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 99426712. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Friday, October 3, 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
wasmer schroeder strategies

General Information


Serial Number99426712
Word MarkWASMER SCHROEDER STRATEGIES
Filing DateFriday, October 3, 2025
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateFriday, October 3, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesInvestment 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

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, October 3, 2025
Primary Code036
First Use Anywhere DateTuesday, April 30, 2024
First Use In Commerce DateTuesday, April 30, 2024

Trademark Owner History


Party NameCharles Schwab & Co., Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressWestlake, TX 76262

Trademark Events


Event DateEvent Description
Friday, October 3, 2025NEW APPLICATION ENTERED
Friday, October 3, 2025APPLICATION FILING RECEIPT MAILED