USPTO serial 86065866
CHARLES SCHWAB
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- May 26, 2015
- Examiner
- KING, LINDA M
- Law office
- PUBLICATION AND ISSUE SECTION
What this means
Status 800 means the registration was renewed after acceptable combined Section 8 and Section 9 filings. The mark remains registered for another 10-year term with active federal protection. Calendar the next Section 8 and 9 deadline in 10 years and maintain monitoring.
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Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Louise Arnott
Louise Arnott Michael Best & Friedrich LLP444 W. Lake Street, Suite 3200Michael Best & Friedrich LLPChicago, IL 60606Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Downloadable software, namely, computer software and mobile applications for conducting account transactions, securities trades, research, analysis and portfolio management activities, all in the fields of finance and investments; downloadable software, namely, computer software and mobile applications for accessing, viewing, downloading, sharing, managing and saving account data, news, research and information in the fields of finance and investing; downloadable software, namely, computer software and mobile applications for communicating directly with financial services professionals; downloadable electronic publications, namely, brochures, newsletters, reports and instructional and teaching materials in the fields of investments, and finance | ACTIVE | Jun 23, 2013 |
| 036 | A house mark for a full line of financial and investment services | ACTIVE | Jun 11, 2013 |
| 041 | Educational services, namely, conducting seminars, webcasts, on-line training sessions, classes, conferences and workshops in the fields of investment, finance, business, financial planning, portfolio management, retirement planning, money management, and asset allocation | ACTIVE | Jun 11, 2013 |
Related trademarks
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
- Other trademarks owned by Charles Schwab & Co., Inc.
- Other trademarks owned by Charles Schwab & Co., Inc.
- Other trademarks owned by Charles Schwab & Co., Inc.
- Other trademarks in Class 009
- Other trademarks in Class 036
- Other trademarks in Class 041
- Similar marks named CHARLES SCHWAB
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Aug 21, 2025 | NA89 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | — |
| Aug 21, 2025 | RNL1 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) | The trademark registration was renewed for another 10-year term after acceptable maintenance filings. RNL1, RNL2, and RNL3 indicate which renewal cycle (first, second, or third 10-year term) was recorded. The registration remains active. |
| Aug 21, 2025 | 89AG | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED | The USPTO accepted your combined Section 8 declaration and Section 9 renewal application. The registration is renewed for another 10-year term. The next combined maintenance filing will be due at the following 10-year anniversary. |
| Aug 21, 2025 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Apr 10, 2025 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| May 26, 2024 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Dec 7, 2023 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Dec 7, 2023 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Dec 7, 2023 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Dec 7, 2023 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Dec 7, 2023 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Jan 30, 2023 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jan 30, 2023 | EWAF | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS | — |
| Jan 30, 2023 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Jan 30, 2023 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Aug 21, 2021 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Aug 21, 2021 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Aug 21, 2021 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Apr 28, 2021 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| May 26, 2020 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Jan 24, 2019 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Jan 24, 2019 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| May 29, 2015 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| May 26, 2015 | R.PR | REGISTERED-PRINCIPAL REGISTER | Your trademark is registered on the Principal Register — the strongest form of federal trademark protection. You may use the ® symbol for the covered goods and services. Maintenance filings (Section 8 and renewals) are required to keep the registration alive. |
| Apr 22, 2015 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Apr 21, 2015 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Mar 29, 2015 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Mar 26, 2015 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Feb 19, 2015 | IUAF | USE AMENDMENT FILED | — |
| Feb 19, 2015 | EISU | TEAS STATEMENT OF USE RECEIVED | The applicant filed a Statement of Use with specimens showing the mark in actual commerce. The USPTO will review the filing for compliance. If accepted, the mark can proceed to registration; if deficient, the USPTO may issue a requirement or office action. |
| Aug 21, 2014 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Aug 19, 2014 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Aug 19, 2014 | EXT1 | SOU EXTENSION 1 FILED | — |
| Aug 19, 2014 | EEXT | SOU TEAS EXTENSION RECEIVED | The applicant requested more time to file a Statement of Use before the Notice of Allowance deadline. Each extension typically adds six months. A limited number of extensions are available for intent-to-use applications not yet in use. |
| Feb 25, 2014 | NOAM | NOA E-MAILED - SOU REQUIRED FROM APPLICANT | A Notice of Allowance means your intent-to-use application cleared examination and opposition but is not registered yet. You must file a Statement of Use showing the mark in commerce, or request an extension, before the deadline — usually six months from the notice date. |
| Dec 31, 2013 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Dec 31, 2013 | PUBO | PUBLISHED FOR OPPOSITION | Your mark was published in the USPTO Official Gazette for a 30-day opposition window. During that period, third parties who believe they would be harmed can file an opposition. If no opposition is filed, prosecution usually continues toward registration or a Notice of Allowance. |
| Dec 11, 2013 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Nov 27, 2013 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Nov 25, 2013 | ALIE | ASSIGNED TO LIE | — |
| Nov 18, 2013 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Nov 18, 2013 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Nov 18, 2013 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Nov 18, 2013 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Nov 18, 2013 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Oct 31, 2013 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Oct 31, 2013 | GNRT | NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Oct 31, 2013 | CNRT | NON-FINAL ACTION WRITTEN | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Oct 24, 2013 | DOCK | ASSIGNED TO EXAMINER | — |
| Sep 25, 2013 | MDSC | NOTICE OF DESIGN SEARCH CODE E-MAILED | — |
| Sep 24, 2013 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Sep 19, 2013 | NWAP | NEW APPLICATION ENTERED | — |