SCHWAB INCOME CHOICE VARIABLE ANNUITY
Investment management of and distribution of variable annuities
Owned by: Charles Schwab & Co., Inc.
Serial Number: 77389994
SCHWABSAFE
Filed: February 13, 2008
On-line security services, namely, providing security assurance for user identity, financial data, and financial transactions…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 77395851
CHARLES SCHWAB ON INVESTING
Periodical publications pertaining to news, research, investments, finance, financial planning, and investment strategy
Owned by: Charles Schwab & Co., Inc.
Serial Number: 77418596
SCHWAB INDEXED RETIREMENT TRUST FUNDS
Filed: June 18, 2008
Financial services, namely, investment services in the field of collective investment trusts
Owned by: Charles Schwab & Co., Inc.
Serial Number: 77502284
CHARLES SCHWAB
Filed: July 23, 2008
full line of financial and investment services
Owned by: Charles Schwab & Co., Inc.
Serial Number: 77529790
CHARLES SCHWAB
Filed: July 23, 2008
full line of financial and investment services
Owned by: Charles Schwab & Co., Inc.
Serial Number: 77529800
SCHWAB
Filed: July 23, 2008
full line of financial and investment services
Owned by: Charles Schwab & Co., Inc.
Serial Number: 77529805
TALK TO CHUCK
Brokerage services in the fields of financial securities, stocks, bonds, money market funds, mutual funds, commodities,…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 77540514
SCHWAB REAL LIFE RETIREMENT
Electronic publications recorded on computer media and downloadable electronic publications, namely, booklets, leaflets,…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 77540855
INVEST FIRST
Credit card services
Owned by: Charles Schwab & Co., Inc.
Serial Number: 77553014
Image Trademark
Filed: August 26, 2008
Banking services, namely, [ home equity lines of credit, certificates of deposit, ] checking accounts [, savings accounts…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 77555696
IT'S WHERE PEOPLE'S MONEY IS GOING.
Brokerage services in the fields of financial securities, stocks, bonds, money market funds, mutual funds, and stock options…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 77558005
IT'S PEOPLE'S MONEY.
Brokerage services in the fields of financial securities, stocks, bonds, money market funds, mutual funds, and stock options…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 77558015
INCOME MUTUAL FUND SELECT LIST
Newsletters in the field of investing
Owned by: Charles Schwab & Co., Inc.
Serial Number: 77591231
SCHWAB BANK HIGH YIELD INVESTOR SAVINGS
Filed: March 4, 2009
Banking services, namely, savings accounts
Owned by: Charles Schwab & Co., Inc.
Serial Number: 77683221
CHARLES SCHWAB ADVISOR SERVICES
Printed material, namely, leaflets, brochures, and pamphlets in the field of investments
Owned by: CHARLES SCHWAB & CO., INC.
Serial Number: 77732510
CHARLES SCHWAB CORPORATE SERVICES
Administrative and record keeping services, namely, shareholder record keeping services
Owned by: Charles Schwab & Co., Inc.
Serial Number: 77760757
SCHWAB DATA DELIVERY
Filed: October 23, 2009
Downloadable computer software for use by investment managers for investment portfolio management, namely portfolio accounting…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 77856105
MANAGED ACCOUNT CONNECTION
Filed: December 4, 2009
Financial services provided to investors, namely, securities trading and brokerage services and custody of assets [; providing…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 77886173
SCHWAB ADVISOR UNIVERSITY
Filed: December 17, 2009
Educational services, namely, providing online training sessions for investment advisors in the fields of practice management…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 77895823
STREETSMART EDGE
Filed: January 15, 2010
Downloadable computer software for use in on-line trading of securities and portfolio management in the fields of finance…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 77912829
INVESTORS RULE
Brokerage services in the fields of financial securities, stocks, bonds, money market funds, mutual funds, exchange traded…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 77926962
ADVANTAGE
Filed: February 3, 2010
Educational services, namely, conferences in the fields of investment, finance, [ financial planning, ] portfolio management…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 77926965
INSIGHTS PUBLISHER
Providing a web site that gives asset management firms the ability to upload, share and publish content relating to financial…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 77945808
SCHWAB ADVISOR CENTER
Filed: March 17, 2010
Investment management services via the internet that allow investment managers to create investment accounts for their clients…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 77961022
SCHWAB MUTUAL FUND SHORT LIST
Providing information and analysis in the field of financial investments, via the Internet
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78142630
SCHWAB SIGNATURE ALLIANCE
Brokerage services in the fields of financial securities, stocks, bonds, mutual funds, money market funds, commodities,…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78151551
AVAILABLE THROUGH CHARLES SCHWAB MUTUAL FUND ONESOURCE
Financial services in the nature of mutual fund brokerage services
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78232738
SCHWAB SERVICE SCORECARD
Filed: June 4, 2003
Business evaluation of plan management services provided to plan sponsors in the field of retirement investments
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78258462
SCHWAB CUSTOM SOLUTIONS
Annuity investment services
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78274553
CHARLES SCHWAB BANK
Filed: July 22, 2003
Banking services, mortgage services, home equity lines of credit, certificates of deposit, checking accounts, savings accounts…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78277173
CHARLES SCHWAB BANK
Credit card services
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78277179
CHARLES SCHWAB EQUITY SNAPSHOT REPORT
Downloadable electronic publications in the nature of a report in the field of investments
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78279239
SCHWAB ADVISOR TRANSITION SUPPORT
Business consultation services provided to investment advisors to institutionalize their practice in the field of succession…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78313571
SCHWAB ADVISED INVESTING SIGNATURE
Printed materials, namely, newsletters in the fields of investing, finance, financial planning, investment strategy, business…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78331759
SCHWAB RETIREMENT ADVANTAGE MONEY FUND
Filed: December 10, 2003
Securities brokerage and investment services, namely, money market funds; investment advice and management services in the…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78339129
SCHWAB ADVISOR CASH RESERVES
Filed: December 11, 2003
Securities brokerage and investment services, namely, money market funds; investment advice and management services in the…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78339414
Image Trademark
Filed: January 14, 2004
[ Providing professional referrals in the fields of investment advice, portfolio management, financial planning, retirement…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78352094
Image Trademark
Providing professional referrals in the fields of investment advice, portfolio management, financial planning, retirement…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78352098
CONNECT
Educational services, namely conducting classes, seminars, workshops, and conferences for investment advisors in the fields…
Owned by: CHARLES SCHWAB & CO., INC.
Serial Number: 78358993
