THOMASPARTNERS INVESTMENT MANAGEMENT
Filed: January 3, 2013
Financial services, namely, asset, portfolio, and investment management, [ investment research, ] investment advice, and…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 85815004
SCHWAB MUTUAL FUND PORTFOLIO BUILDER
Filed: January 7, 2013
Providing financial information; financial services, namely, planning and analysis services in the field of mutual funds
Owned by: Charles Schwab & Co., Inc.
Serial Number: 85817154
ONWARD
Online downloadable publications in the nature of periodical publications pertaining to financial trading, personal finance…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 85877738
CHARLES SCHWAB ONWARD
Online downloadable publications in the nature of periodical publications pertaining to financial trading, personal finance…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 85877767
SCHWAB ONWARD
Online downloadable publications in the nature of periodical publications pertaining to financial trading, personal finance…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 85877783
OWN YOUR TOMORROW
Filed: March 28, 2013
downloadable electronic publications, namely, brochures and reports in the fields of investment, finance and business; downloadable…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 85889202
SCHWAB OPENVIEW INTEGRATED OFFICE
Filed: July 12, 2013
Computer services, namely, provision of on-line non-downloadable software for use by investment managers for investment…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 86009309
SCHWAB ALTERNATIVE INVESTMENT ONESOURCE
Filed: August 6, 2013
Shareholder record keeping services
Owned by: Charles Schwab & Co., Inc.
Serial Number: 86030367
SCHWAB OPENVIEW MOBILE
Filed: September 12, 2013
Downloadable software in the nature of a mobile application for use by financial and investment advisors to communicate…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 86063296
MY RIA
Downloadable software in the nature of a mobile application for use by financial and investment advisors to communicate…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 86063325
CHARLES SCHWAB
Filed: September 16, 2013
Downloadable software, namely, computer software and mobile applications for conducting account transactions, securities…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 86065866
SCHWAB COMPLIANCE TECHNOLOGIES
Downloadable software for monitoring, analyzing, reporting and tracking employee compliance with regulatory rules and corporate…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 86124526
THE SCHWAB ACCOUNTABILITY GUARANTEE
Filed: November 26, 2013
Investment advisory services; investment advisory services featuring a program that refunds a customer's investment advisory…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 86129500
SCHWAB PERSONAL CONNECTION
Filed: December 17, 2013
Providing information services in the field of employee retirement plans and retirement financial planning by on-line and…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 86146456
TRADE SOURCE
Filed: January 6, 2014
Providing financial services through a website, namely, viewing, analyzing and managing securities trading account information…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 86158484
SCHWAB OPENVIEW GATEWAY
Filed: January 6, 2014
Software application programming interfaces, development tools and platforms provided to third party software developers…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 86158504
SCHWAB ADVISOR CHOICE VARIABLE ANNUITY
Filed: March 11, 2014
Investment management of and distribution of variable annuities
Owned by: Charles Schwab & Co., Inc.
Serial Number: 86217841
SCHWAB ONESOURCE CHOICE VARIABLE ANNUITY
Filed: March 11, 2014
Investment management of and distribution of variable annuities
Owned by: Charles Schwab & Co., Inc.
Serial Number: 86217851
SCHWAB RETIREMENT TECHNOLOGIES
Filed: March 20, 2014
Computer application software for mobile devices to access retirement plan information; computer software for accessing…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 86226960
OWNERSHIP INDEX
Downloadable reports in the field of demographics and market and consumer trends; downloadable electronic publications,…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 86238654
SCHWAB TARGETSHARES
Mutual fund investment, brokerage and distribution services; exchange-traded fund investment, brokerage and distribution…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 86254861
STAY CONNECTED
Filed: April 18, 2014
Providing financial and investment services through a website, namely, providing financial and trading news and information…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 86256382
CHARLES SCHWAB ONWARD
Filed: May 9, 2014
Information and analysis in the fields of financial trading, investments, financial research, personal finance, financial…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 86277066
INCOME MUTUAL FUND SELECT LIST
Filed: May 28, 2014
Printed material, namely, newsletters and reports providing information in the field of investing
Owned by: Charles Schwab & Co., Inc.
Serial Number: 86293328
OWN YOUR TOMORROW
Filed: July 21, 2014
downloadable electronic publications, namely, brochures and reports in the fields of finance and investments; downloadable…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 86343414
CHARLES SCHWAB ON INVESTING
Filed: August 4, 2014
downloadable electronic periodical publications, namely, magazines pertaining to research, investments, finance, financial…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 86356626
SCHWAB CAPITAL IDEAS
downloadable electronic publications in the nature of written articles, newsletters, reports and infographics in the fields…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 86392343
CHARLES SCHWAB CAPITAL IDEAS
downloadable electronic publications in the nature of written articles, newsletters, reports and infographics in the fields…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 86393340
CHARLES SCHWAB COMPLIANCE TECHNOLOGIES
Downloadable software for monitoring, analyzing, reporting and tracking employee compliance with regulatory rules and corporate…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 86416908
CHARLES SCHWAB INTELLIGENT PORTFOLIOS
Downloadable electronic publications, namely, brochures, newsletters and reports in the field of financial investments;…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 86443368
YOUR PERSONAL INVESTING ALGORITHM
Filed: November 6, 2014
Downloadable software, namely, mobile applications for establishing managed personal investment accounts; downloadable software…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 86447355
SCHWAB TRADE CHECK
Filed: November 7, 2014
Providing trading compliance services in the nature of tracking and analyzing employee financial securities trades for securities…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 86448511
CHARLES SCHWAB
Filed: November 12, 2014
Credit card services
Owned by: Charles Schwab & Co., Inc.
Serial Number: 86452088
RIA TALENT ADVANTAGE
Filed: December 5, 2014
downloadable electronic publications in the nature of whitepapers in the field of promoting and fostering diversity in the…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 86472627
SCHWAB INSIGHTS HUB
Filed: December 12, 2014
Downloadable electronic publications, namely, written articles, newsletters and reports in the fields of registered investment…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 86478976
Image Trademark
Filed: January 8, 2015
Downloadable electronic publications, namely, brochures, newsletters and reports in the field of financial investments;…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 86498607
INVESTING HAS CHANGED FOREVER
Downloadable software, namely, mobile applications for establishing managed personal investment accounts; downloadable software…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 86502389
INSTITUTIONAL INTELLIGENT PORTFOLIOS
Filed: February 25, 2015
[ downloadable software, namely, mobile applications for establishing managed personal investment accounts; downloadable…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 86546167
SCHWAB INVESTED IN CHANGE
Filed: April 1, 2015
administration of a client incentive awards program in the form of a donation to a non-profit organization of a client's…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 86584126
Image Trademark
Filed: May 26, 2015
Downloadable software, namely, mobile applications for establishing managed personal investment accounts; downloadable software…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 86641225
