MUTUAL FUND ONESOURCE SELECT LIST
Filed: February 6, 2004
Newsletters in the field of investing
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78364272
Image Trademark
BROKERAGE SERVICES IN THE FIELDS OF FINANCIAL SECURITIES, STOCKS, BONDS, MONEY MARKET FUNDS, MUTUAL FUNDS, COMMODITIES,…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78373270
SCHWAB EQUITY AWARD CENTER
Filed: April 13, 2004
Providing online financial information for employees, namely, current equity compensation information; providing online…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78401114
NOW YOU CAN! HOMEBUYERS FAIR
Sponsoring, organizing, arranging and conducting trade shows, exhibitions and fairs in the field of real estate, residential…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78402021
VALUE ADVANTAGE SHARES
Filed: April 15, 2004
Financial services, namely mutual fund investment services
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78402792
SELECT SHARES
Filed: August 25, 2004
Mutual fund investment services
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78473242
SIGNATURE SELECT LIST
Providing information and analysis in the field of financial investments via the Internet
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78474808
MARKETMASTERS
Filed: September 21, 2004
Mutual fund investment services; [ investment consultation services; ] investment portfolio and money management services…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78487309
MANAGED ACCOUNT AFFILIATES
Investment consultation; investment management; investment of funds for others; financial planning; financial research;…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78497074
SCHWAB BANK
Filed: October 26, 2004
Banking services, mortgage services, home equity lines of credit, [ certificates of deposit, ] checking accounts, savings…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78506318
PLEDGED ASSET LINE
Filed: October 27, 2004
financial lending services, namely, securities-based credit services
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78506623
SCHWAB INVESTING INSIGHTS
Filed: November 3, 2004
[ Periodical publications, namely, newsletters in the fields of investing, financial planning, investment strategy, current…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78510958
SCHWAB PREMIER EQUITY FUND
Mutual fund investment services
Owned by: CHARLES SCHWAB & CO., INC.
Serial Number: 78525427
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: 78562966
SCHWAB VALUE ADVANTAGE INVESTMENTS
Financial services, namely mutual fund investment services
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78576296
SCHWAB MARKET KNOWLEDGE TOOLS
Filed: March 25, 2005
Publications, namely, [ newsletters and ] reports in the fields of [investing, financial planning, investment strategy,]…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78595294
SCHWAB MUTUAL FUND REPORT CARD
Filed: April 12, 2005
Downloadable electronic publications in the nature of reports providing information and analysis in the field of financial…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78606796
MANAGED ACCOUNT ACCESS
Filed: May 11, 2005
Financial services provided to investment advisors [ and consultants, ] namely, providing custody of assets, [ financial…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78627452
SCHWAB RETIREMENT READINESS SCORE
Providing financial investment services in the field of retirement planning
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78688974
STREETSMART
Filed: August 10, 2005
Investment brokerage services and securities investment services provided electronically and via the Internet, namely, electronic…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78689633
STREETSMART.COM
Filed: August 10, 2005
Investment brokerage services and securities investment services provided electronically and via the Internet, namely, electronic…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78689662
CLIENT CENTRAL
Filed: August 29, 2005
Computer application software to consolidate the display of financial investment information in the form of spreadsheets…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78702474
SELECT LIST
Filed: October 4, 2005
Newsletters in the field of investing
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78726511
SCHWAB PERSONAL RETIREMENT ANSWERS
Investment brokerage and investment consultation services, providing of financial information by electronic means, phone…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78734496
EMPLOYEE INVESTOR
Downloadable electronic publications, namely, newsletters in the fields of investing, financial management and retirement…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78752595
SCHWAB ONESOURCE ANNUITY
Filed: December 12, 2005
Annuity services, namely, distribution of variable annuities
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78771756
SCHWAB INVESTOR MONEY FUND
Filed: December 15, 2005
Financial services, namely mutual fund investment services
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78774453
CHARLES R. SCHWAB IMPACT AWARD
Providing recognition and incentives by the way of awards to demonstrate excellence in the field of financial investment
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78815579
IMPACT AWARDS
Filed: February 15, 2006
Providing recognition and incentives by the way of awards to demonstrate excellence in the field of financial investment
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78815600
I
Providing recognition and incentives by the way of awards to demonstrate excellence in the field of financial investment
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78815603
GROWTHPOINT
Marketing and business development services provided to investment advisors, namely business consulting and strategic planning…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78839959
SCHWAB CD ONESOURCE
Filed: April 3, 2006
Brokerage services in the field of certificates of deposit; investment services in the field of certificates of deposit;…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78852827
SCHWAB BOND ONESOURCE
Brokerage services in the field of bonds and fixed income investments; investment services in the field of bonds and fixed…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78852829
SCHWAB RETIREMENT SMART STEPS
Providing investment services, information and financial analysis in the fields of securities financial investment and financial…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78860256
CHARLES SCHWAB INVESTMENT MANAGEMENT PERSPECTIVES
Downloadable electronic publications, namely, newsletters and reports in the field financial investments
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78869903
SCHWAB VIEWPOINTS FUND
Mutual fund investment services
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78878254
SOLUTIONS
Filed: May 24, 2006
Arranging and conducting educational conferences, seminars, and workshops relating to the operation of investment advisory…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78891552
SCHWAB EQUIVIEW
Filed: August 4, 2006
Providing online non-downloadable software for use in administration of equity compensation plans
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78945105
SCHWAB INDUSTRY RATINGS
providing financial information and analysis in the field of investments
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78967499
LAUDUS FUNDS
Mutual fund investment services; portfolio and money management services; providing a website containing financial and investment…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78977886
