LAUDUS MARKETMASTERS FUNDS
providing separately managed investment accounts
Owned by: CHARLES SCHWAB & CO., INC.
Serial Number: 78487310
SELECT LIST PORTFOLIOS
Providing information and analysis in the field of financial investments via a global computer network
Owned by: CHARLES SCHWAB & CO., INC.
Serial Number: 78520898
LAUDUS
Providing separately managed accounts
Owned by: CHARLES SCHWAB & CO., INC.
Serial Number: 78536623
THE HOME FOR THE INDIVIDUAL INVESTOR
Brokerage services in the fields of financial securities, stocks, bonds, money market funds, mutual funds, commodities,…
Owned by: CHARLES SCHWAB & CO., INC.
Serial Number: 78556257
THE FINANCIAL HOME FOR THE INDIVIDUAL INVESTOR
Brokerage services in the fields of financial securities, stocks, bonds, money market funds, mutual funds, commodities,…
Owned by: CHARLES SCHWAB & CO., INC.
Serial Number: 78556264
THE ETHICAL HOME FOR THE INDIVIDUAL INVESTOR
Brokerage services in the fields of financial securities, stocks, bonds, money market funds, mutual funds, commodities,…
Owned by: CHARLES SCHWAB & CO., INC.
Serial Number: 78556267
STRATEGY TICKER
Computer software, namely, component tools in downloadable software for use in reviewing financial data
Owned by: CHARLES SCHWAB & CO., INC.
Serial Number: 78581682
SCHWAB ADVISED PORTFOLIOS
Investment brokerage, advice, and management services in the fields of financial securities, stocks, bonds, money market…
Owned by: CHARLES SCHWAB & CO., INC.
Serial Number: 78586773
GIVING
Newsletters in the field of charitable donations and philanthropy
Owned by: CHARLES SCHWAB & CO., INC.
Serial Number: 78688970
SCHWAB ADVISOR PORTFOLIO
INVESTMENT SERVICES, NAMELY, MANAGED ACCOUNT SERVICES
Owned by: CHARLES SCHWAB & CO., INC.
Serial Number: 78769298
IREBAL
Filed: February 26, 2006
Computer software for financial management, namely cash management, tax loss harvesting, and rebalancing across accounts…
Owned by: CHARLES SCHWAB & CO., INC.
Serial Number: 78823639
PUTTING THE INDUSTRY IN PERSPECTIVE
Periodical publications, namely, newsletters in the fields of investing, finance, financial planning, investment strategy…
Owned by: CHARLES SCHWAB & CO., INC.
Serial Number: 78858929
INSIGHT
Periodical publications, namely, newsletters in the fields of investing, finance, financial planning, investment strategy…
Owned by: CHARLES SCHWAB & CO., INC.
Serial Number: 78858930
THINKPIPES
Filed: July 11, 2006
downloadable computer software for enabling securities execution in connection with securities trading accessed through…
Owned by: CHARLES SCHWAB & CO., INC.
Serial Number: 78926499
INVESTOR TOOLBOX
Filed: July 12, 2006
Financial services, namely, providing data and interactive charts for the research, analysis and management of investments…
Owned by: CHARLES SCHWAB & CO., INC.
Serial Number: 78928154
SCOTTRADE CENTER
Filed: September 6, 2006
event programs, printed media guides for sporting events, printed calendars
Owned by: CHARLES SCHWAB & CO., INC.
Serial Number: 78968543
SCOTTRADE CENTER
Filed: September 11, 2006
entertainment services, namely, professional hockey, skating, basketball, wrestling, and other sporting events and exhibitions…
Owned by: CHARLES SCHWAB & CO., INC.
Serial Number: 78971185
SCOTTRADE CENTER
Filed: September 11, 2006
entertainment services, namely, professional hockey, skating, basketball, wrestling, and other sporting events and exhibitions…
Owned by: CHARLES SCHWAB & CO., INC.
Serial Number: 78971542
SCOTTRADE CENTER
Filed: September 11, 2006
event programs, printed media guides for sporting events, printed calendars
Owned by: CHARLES SCHWAB & CO., INC.
Serial Number: 78971548
OX
Filed: November 11, 2005
Computer software platforms for financial and investing services
Owned by: CHARLES SCHWAB & CO., INC.
Serial Number: 78977756
ISCHWAB
Downloadable computer software for use in on-line banking, investment portfolio management, electronic trading of securities…
Owned by: CHARLES SCHWAB & CO., INC.
Serial Number: 85044882
ADVISORDIRECT
Filed: September 7, 2010
Referring independent registered investment advisors to clients who request investment advice
Owned by: CHARLES SCHWAB & CO., INC.
Serial Number: 85124008
TAX LOT OPTIMIZER
Financial services provided to investors, namely, selecting tax lots for investors in a tax advantageous manner, based on…
Owned by: CHARLES SCHWAB & CO., INC.
Serial Number: 85129018
SCHWAB ONEVIEW OFFICE
Software for use by investment managers for investment account creation, investment portfolio management, data management…
Owned by: CHARLES SCHWAB & CO., INC.
Serial Number: 85137471
SCHWAB OPENVIEW GATEWAY
Software application programming interfaces, development tools and platforms provided to third party software developers…
Owned by: CHARLES SCHWAB & CO., INC.
Serial Number: 85137476
TECHTRADER
Filed: December 3, 2010
Securities trading and investing services for others via the internet
Owned by: CHARLES SCHWAB & CO., INC.
Serial Number: 85190370
MOTIF
Filed: April 15, 2011
Brokerage services in the field of stocks, bonds, exchange traded funds, options, and other security instruments; financial…
Owned by: CHARLES SCHWAB & CO., INC.
Serial Number: 85296736
SCHWAB MOBILE DEPOSIT
Downloadable software in the nature of a mobile application for electronic check conversion and remote deposit services
Owned by: CHARLES SCHWAB & CO., INC.
Serial Number: 85301459
CHARLES SCHWAB ON INVESTING
Downloadable software in the nature of a mobile application for viewing, searching and sharing fixed content, interactive…
Owned by: CHARLES SCHWAB & CO., INC.
Serial Number: 85409504
IDEA HUB
Filed: April 30, 2012
Financial evaluation, tracking, analysis, and research services relating to securities and options; Providing information…
Owned by: CHARLES SCHWAB & CO., INC.
Serial Number: 85612222
IDEA HUB
Filed: April 30, 2012
Online electronic publishing of text and graphic works of others featuring information regarding securities market services…
Owned by: CHARLES SCHWAB & CO., INC.
Serial Number: 85612278
THE TICKER TAPE
Filed: June 22, 2012
Downloadable electronic publications in the nature of magazines, newsletters and reports in the field of financial and securities…
Owned by: CHARLES SCHWAB & CO., INC.
Serial Number: 85658989
THE TICKER TAPE
Filed: June 22, 2012
Providing on-line publications in the nature of magazines, newsletters and reports in the field of financial and securities…
Owned by: CHARLES SCHWAB & CO., INC.
Serial Number: 85659014
WALK LIMIT
Filed: September 6, 2012
Securities trading and investing services for others via the internet
Owned by: CHARLES SCHWAB & CO., INC.
Serial Number: 85722531
WALK LIMIT
Filed: September 6, 2012
Application service provider (ASP) featuring software for use in trading securities and commodities for financial and investing…
Owned by: CHARLES SCHWAB & CO., INC.
Serial Number: 85722559
ADVISORCLIENT
Filed: November 26, 2012
Providing business support services for investment advisors, namely, providing a website through which their clients can…
Owned by: CHARLES SCHWAB & CO., INC.
Serial Number: 85786797
STRATEGY ROLLER
Filed: December 4, 2012
Computer software for enabling order execution in connection with trading options and other financial instruments; Computer…
Owned by: CHARLES SCHWAB & CO., INC.
Serial Number: 85793889
IMX
Filed: December 12, 2012
Compilation, processing, preparation and provision of financial information and data for use in analyzing security trader…
Owned by: CHARLES SCHWAB & CO., INC.
Serial Number: 85801110
INVESTOR MOVEMENT INDEX
Filed: December 12, 2012
Compilation, processing, preparation and provision of financial information and data for use in analyzing security trader…
Owned by: CHARLES SCHWAB & CO., INC.
Serial Number: 85801119
ALL-IN-ONE TRADE TICKET
Filed: January 23, 2013
Securities trading and investing services for others via the internet
Owned by: CHARLES SCHWAB & CO., INC.
Serial Number: 85830417
