Charles Schwab & Co., Inc. Trademarks
CHARLES SCHWAB INVESTOR CREDIT CARD

CHARLES SCHWAB INVESTOR CREDIT CARD

Filed: July 1, 2015
Credit card services; providing cash rebates for credit card use, as part of a customer loyalty program, which will be deposited…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 86680837

SCHWAB ADVISOR PORTFOLIO CONNECT

SCHWAB ADVISOR PORTFOLIO CONNECT

Filed: July 7, 2015
data processing services in the field of investment portfolio management; business services, namely, providing data aggregation…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 86685746

SCHWAB ALTERNATIVE INVESTMENT ACCESS

SCHWAB ALTERNATIVE INVESTMENT ACCESS

Filed: July 15, 2015
shareholder record keeping services
Owned by: Charles Schwab & Co., Inc.
Serial Number: 86693990

SCHWAB CHAIRMAN'S CIRCLE

SCHWAB CHAIRMAN'S CIRCLE

downloadable electronic publications, namely, brochures and reports in the fields of investment, finance and business; downloadable…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 86728356

CHARLES SCHWAB BANK

CHARLES SCHWAB BANK

Filed: September 8, 2015
banking services; mortgage services, namely, mortgage lending, mortgage refinancing and mortgage servicing; home equity…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 86749774

ASK QUESTIONS. BE ENGAGED. OWN YOUR TOMORROW.

ASK QUESTIONS. BE ENGAGED. OWN YOUR TOMORROW.

Filed: September 14, 2015
downloadable electronic publications, namely, brochures and reports in the fields of investment, finance and business; downloadable…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 86755808

SCHWAB INVESTOR CARD

SCHWAB INVESTOR CARD

Filed: September 22, 2015
credit card services; providing cash rebates for credit card use, as part of a customer loyalty program, which will be deposited…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 86764105

MY EQUITY AWARD ADVANTAGE

MY EQUITY AWARD ADVANTAGE

Filed: December 4, 2015
providing financial services, namely, providing assessments of personal financial wellness; financial services, namely,…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 86839576

SCHWAB CHAIRMAN'S CIRCLE

SCHWAB CHAIRMAN'S CIRCLE

Downloadable software, namely, mobile applications for conducting account transactions, securities trades, research, analysis…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 86856152

SCHWAB EQUITY SNAPSHOT REPORT

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: 86908961

SCHWAB COMPLIANCE TECHNOLOGIES

SCHWAB COMPLIANCE TECHNOLOGIES

Filed: November 20, 2013
Providing temporary use of on-line, non-downloadable software for monitoring, analyzing, reporting and tracking employee…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 86975786

CHARLES SCHWAB COMPLIANCE TECHNOLOGIES

CHARLES SCHWAB COMPLIANCE TECHNOLOGIES

Filed: October 7, 2014
Providing temporary use of on-line, non-downloadable software for monitoring, analyzing, reporting and tracking employee…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 86976527

Image Trademark

Image Trademark

Filed: January 8, 2015
Downloadable software, namely, mobile applications for establishing managed personal investment accounts; downloadable software…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 86978198

CHARLES SCHWAB INTELLIGENT PORTFOLIOS

CHARLES SCHWAB INTELLIGENT PORTFOLIOS

Filed: November 3, 2014
Downloadable software, namely, mobile applications for establishing managed personal investment accounts; downloadable software…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 86978285

SCHWAB CHAIRMAN'S CIRCLE

SCHWAB CHAIRMAN'S CIRCLE

Filed: August 18, 2015
banking services; financial research; providing financial and investment advice, analysis and consultation services; financial…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 86979838

RIA TALENT ADVANTAGE

RIA TALENT ADVANTAGE

Filed: December 5, 2014
Downloadable electronic publications in the nature of brochures and reports in the field of promoting and fostering diversity…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 86979856

SCHWAB CHAIRMAN'S CIRCLE

SCHWAB CHAIRMAN'S CIRCLE

Filed: December 21, 2015
banking services; financial research; providing financial and investment advice, analysis and consultation services; financial…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 86980329

STREETSMART EDGE PRO

STREETSMART EDGE PRO

investment brokerage and investment portfolio management services provided to financial professionals via global electronic…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 87013625

SCHWAB INTELLIGENT PORTFOLIOS

SCHWAB INTELLIGENT PORTFOLIOS

Filed: May 11, 2016
downloadable software, namely, mobile applications for establishing managed personal investment accounts; downloadable software…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 87033249

QORE ANALYTICS

QORE ANALYTICS

providing financial information and analysis in the field of investments
Owned by: Charles Schwab & Co., Inc.
Serial Number: 87049957

CHARLES SCHWAB

CHARLES SCHWAB

Filed: June 1, 2016
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: 87056879

SCHWAB ASSET CLASS QUILT

SCHWAB ASSET CLASS QUILT

Filed: July 12, 2016
financial and investment services, namely, providing information, analysis and reporting in the fields of asset allocation…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 87100666

SCHWAB INTELLIGENT ADVISORY

SCHWAB INTELLIGENT ADVISORY

providing downloadable customized personal financial plans; downloadable electronic newsletters in the fields of financial…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 87118944

SCHWAB ADVISOR STREETSMART EDGE

SCHWAB ADVISOR STREETSMART EDGE

Filed: August 17, 2016
[ Investment brokerage and investment portfolio management services provided to financial professionals via global electronic…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 87142145

BIAGNOSTICS

BIAGNOSTICS

Filed: December 14, 2016
Downloadable electronic instructional and teaching materials in the fields of behavioral finance, financial investments…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 87268713

GENEROLOGY

GENEROLOGY

downloadable electronic publications in the nature of reports, presentations and white papers in the fields of behavioral…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 87268718

Image Trademark

Image Trademark

Filed: February 10, 2017
downloadable software, namely, mobile applications for establishing managed personal investment accounts; downloadable software…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 87331723

CHARLES SCHWAB FUTURES

CHARLES SCHWAB FUTURES

Filed: March 3, 2017
downloadable electronic publications, namely, brochures, reports and newsletters in the fields of finance, economics, business…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 87357710

STREETSMART MOBILE

STREETSMART MOBILE

Filed: March 15, 2017
downloadable computer software, namely, mobile applications for use in on-line trading of securities and portfolio management…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 87372972

STREETSMART CENTRAL

STREETSMART CENTRAL

Filed: March 15, 2017
investment brokerage and investment portfolio management services provided via global electronic networks; providing on-…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 87372974

S

S

Filed: April 14, 2017
downloadable computer software, namely, mobile applications for use in on-line trading of securities and portfolio management…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 87412619

SYNC

SYNC

Filed: April 28, 2017
Providing educational conferences, seminars, classes, workshops and training sessions in the fields of stock plan management…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 87430456

RULES OF MODERN INVESTING

RULES OF MODERN INVESTING

Filed: September 15, 2017
Banking services; providing financial and investment advice, analysis, management and consultation services; financial and…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 87609940

CHARLES SCHWAB

CHARLES SCHWAB

Filed: October 2, 2017
downloadable software, namely, computer software and mobile applications for conducting account transactions, securities…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 87630244

CHOICEOLOGY

CHOICEOLOGY

Filed: January 10, 2018
Downloadable podcasts and webcasts in the field of behavioral finance
Owned by: Charles Schwab & Co., Inc.
Serial Number: 87750073

STOCK PLAN SMART

STOCK PLAN SMART

Filed: February 15, 2018
Downloadable instructional and educational materials in the field of stock plan investing, stock plan financial planning…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 87799887

CHARLES SCHWAB INTELLIGENT INVESTING

CHARLES SCHWAB INTELLIGENT INVESTING

Downloadable software, namely, mobile applications for establishing managed personal investment accounts; downloadable software…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 87928038

INTELLIGENT INVESTING BY SCHWAB

INTELLIGENT INVESTING BY SCHWAB

Downloadable software, namely, mobile applications for establishing managed personal investment accounts; downloadable software…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 87928052

SCHWAB INTELLIGENT PORTFOLIOS PREMIUM

SCHWAB INTELLIGENT PORTFOLIOS PREMIUM

Filed: May 18, 2018
Providing automated and customized personal financial, investment management and advisory services, namely, management of…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 87928097

SCHWAB INTELLIGENT ADVISORY

SCHWAB INTELLIGENT ADVISORY

Filed: July 28, 2016
providing automated and customized personal financial, investment management and advisory services, namely, management of…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 87975844