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 PUBLICATION/ISSUE REVIEW COMPLETE as of Monday, March 9, 2026. 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 | 99426712 |
| Word Mark | WASMER SCHROEDER STRATEGIES |
| Filing Date | Friday, October 3, 2025 |
| Status | 681 - PUBLICATION/ISSUE REVIEW COMPLETE |
| Status Date | Monday, March 9, 2026 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, March 31, 2026 |
Trademark Statements
| 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 |
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 | Friday, October 3, 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
US |
Trademark Events
| Event Date | Event Description |
| Friday, October 3, 2025 | NEW APPLICATION ENTERED |
| Friday, October 3, 2025 | APPLICATION FILING RECEIPT MAILED |
| Wednesday, January 21, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, January 21, 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 |
