Charles Schwab & Co., Inc. Trademarks
QORE ANALYTICS

QORE ANALYTICS

Filed: May 25, 2016
providing financial information and analysis in the field of investments
Owned by: Charles Schwab & Co., Inc.
Serial Number: 87977170

GPS GUIDING PRINCIPLES SERIES

GPS GUIDING PRINCIPLES SERIES

Filed: July 30, 2018
downloadable electronic publications in the nature of reports and white papers in the fields of investment advisor practice…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 88057904

SCHWAB INTELLIGENT INCOME

SCHWAB INTELLIGENT INCOME

Filed: October 26, 2018
Software for retirement planning and financial planning; computer software for producing investment models; downloadable…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 88171153

FINANCIAL DECODER

FINANCIAL DECODER

Filed: November 9, 2018
downloadable podcasts in the fields of finance, investment, money management, financial planning and behavioral finance
Owned by: Charles Schwab & Co., Inc.
Serial Number: 88188226

ETF KNOW:HOW

ETF KNOW:HOW

Filed: December 10, 2018
Downloadable electronic publications, namely, guides, brochures, reports, articles and teaching materials in the fields…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 88223682

ETF KNOW:HOW

ETF KNOW:HOW

Filed: December 10, 2018
Downloadable podcasts and webinars in the fields of finance, financial investment, money management, financial planning,…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 88223700

SCHWAB CHAIRMAN'S CIRCLE

SCHWAB CHAIRMAN'S CIRCLE

Filed: December 20, 2018
entertainment services, namely, hosting golf tournaments; entertainment services, namely, organizing and hosting social,…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 88237685

SCHWAB CHAIRMAN'S CIRCLE

SCHWAB CHAIRMAN'S CIRCLE

Filed: December 20, 2018
entertainment services, namely, hosting golf tournaments; entertainment services, namely, organizing and hosting social,…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 88237712

SCHWAB MONEYWISE

SCHWAB MONEYWISE

Filed: February 20, 2019
Providing information and advice in the fields of personal finance, financial planning, investing, and insurance; providing…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 88309295

SCHWAB FILMS

SCHWAB FILMS

Filed: April 11, 2019
Motion picture films about financial independence, personal growth, and professional achievement
Owned by: Charles Schwab & Co., Inc.
Serial Number: 88381105

TRADING UP-CLOSE

TRADING UP-CLOSE

Filed: April 18, 2019
Educational and entertainment services, namely, a continuing program about finance, investing, and trading accessible by…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 88391915

SCHWAB MONEYWISE

SCHWAB MONEYWISE

Filed: April 24, 2019
Downloadable electronic game software for use on mobile and cellular phones and handheld computers; downloadable mobile…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 88399834

Image Trademark

Image Trademark

Filed: May 1, 2019
Downloadable computer software that allows a chatbot character to interact directly with clients through natural language…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 88410725

Image Trademark

Image Trademark

Filed: June 18, 2019
House mark for a full line of financial and investment services
Owned by: Charles Schwab & Co., Inc.
Serial Number: 88478595

WASHINGTONWISE INVESTOR

WASHINGTONWISE INVESTOR

Filed: August 9, 2019
Downloadable podcasts in the field of politics and investing
Owned by: Charles Schwab & Co., Inc.
Serial Number: 88572956

THE WEEK AHEAD

THE WEEK AHEAD

Filed: January 16, 2020
Entertainment services, namely, an ongoing series in the field of finance provided through webcasts; entertainment services…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 88762466

SCHWAB STARTER FUNDS

SCHWAB STARTER FUNDS

Filed: February 24, 2020
Financial services, namely, investment advice, investment management, and investment consultation; financial investment…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 88808525

SCHWAB PLAN COMPREHENSIVE

SCHWAB PLAN COMPREHENSIVE

Filed: February 25, 2020
Customized personal financial and advisory services, namely, providing information, analysis, and advice in the fields of…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 88810132

SCHWAB PLAN

SCHWAB PLAN

Filed: February 25, 2020
Customized personal financial and advisory services, namely, providing information, analysis, and advice in the field of…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 88810133

SCHWAB STOCK SLICES

SCHWAB STOCK SLICES

Filed: May 4, 2020
Financial investment management; Providing stock market information; Financial and investment services, namely, management…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 88900023

SCHWAB GENESIS ADVISORY VARIABLE ANNUITY

SCHWAB GENESIS ADVISORY VARIABLE ANNUITY

Filed: June 1, 2020
Annuity investment services, namely, distribution of annuities; investment management of and distribution of variable annuities…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 88942656

SCHWAB GENESIS VARIABLE ANNUITY

SCHWAB GENESIS VARIABLE ANNUITY

Filed: June 1, 2020
Annuity investment services, namely, distribution of annuities; investment management of and distribution of variable annuities…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 88942666

ETF KNOW:HOW

ETF KNOW:HOW

Filed: December 10, 2018
Educational services, namely, providing online presentations, webinars and training sessions in the fields of finance, financial…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 88976312

Image Trademark

Image Trademark

Filed: May 1, 2019
Downloadable computer software that allows a chatbot character to interact directly with clients through natural language…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 88979885

GPS GUIDING PRINCIPLES SERIES

GPS GUIDING PRINCIPLES SERIES

Filed: July 30, 2018
downloadable electronic publications in the nature of reports and white papers in the fields of investment advisor practice…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 88984151

WASMER SCHROEDER

WASMER SCHROEDER

Filed: July 24, 2020
Investment advisory services; financial portfolio management; financial management in the field of fixed income and equity…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 90072483

Image Trademark

Image Trademark

Filed: September 3, 2020
Financial investment management; Providing stock market information; Financial and investment services, namely, management…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 90157721

Image Trademark

Image Trademark

Filed: September 3, 2020
downloadable software, namely, mobile applications for establishing managed personal investment accounts; downloadable software…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 90157756

Image Trademark

Image Trademark

Filed: September 3, 2020
Providing automated and customized personal financial, investment management and advisory services, namely, management of…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 90157795

SCHWAB ORDER EXECUTION ADVANTAGE

SCHWAB ORDER EXECUTION ADVANTAGE

Filed: September 16, 2020
Securities trade execution services; Financial services, namely, assisting others with the completion of financial transactions…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 90185657

IMPACT

IMPACT

Filed: November 9, 2020
Educational services, namely, arranging and conducting live programs, classes, seminars, presentations, and conferences…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 90307306

Image Trademark

Image Trademark

Filed: November 13, 2020
Downloadable computer software that allows a chatbot character to interact directly with clients through natural language…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 90318065

EQUITY UNPACKED

EQUITY UNPACKED

Filed: December 18, 2020
Downloadable podcasts in the field of finance and financial investments
Owned by: Charles Schwab & Co., Inc.
Serial Number: 90394045

SCHWAB INVESTING THEMES

SCHWAB INVESTING THEMES

Filed: February 5, 2021
Providing information in the field of financial stock and equity markets; Providing information and research in the field…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 90514359

SCHWAB THEMATIC INVESTING

SCHWAB THEMATIC INVESTING

Filed: February 5, 2021
Providing information in the field of financial stock and equity markets; Providing information and research in the field…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 90514361

CHARLES SCHWAB

CHARLES SCHWAB

Filed: February 23, 2021
Providing a full line of financial and investment services, namely, financial planning and investment advisory services,…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 90542496

MONEYWISE AMERICA

MONEYWISE AMERICA

Filed: May 3, 2021
Downloadable documents in the fields of financial planning, financial management, financial instruments, debt management…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 90687834

SCHWAB ASSET MANAGEMENT

SCHWAB ASSET MANAGEMENT

Filed: May 10, 2021
Financial investment services; Financial advisory and consultancy services; Financial portfolio management; Financial planning…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 90701133

SCHWAB ASSET MANAGEMENT SOLUTIONS

SCHWAB ASSET MANAGEMENT SOLUTIONS

Filed: May 10, 2021
Financial investment services; brokerage and fund distribution; Financial advisory and consultancy services; Financial portfolio…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 90701235

SCHWAB PERSONALIZED INDEXING

SCHWAB PERSONALIZED INDEXING

Filed: June 17, 2021
Investment management; Investment consultation; Investment advisory services; Financial investment brokerage services; Financial…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 90779821