SCHWAB PERFORMANCE TECHNOLOGIES
Live / Registered — Registered and renewed (as of 17 Dec 2025)
What this means for you
Registered since 06 Sept 2005. The owner can stop confusingly similar uses in the classes it covers; it stays on the register as long as the owner keeps up the maintenance filings (next due by 06 Sept 2025).
Record
- Serial number
- 76381755
- Registration number
- 2992802
- Mark type
- Word mark
- Filed
- 12 Mar 2002
- Published for opposition
- 06 Apr 2004
- Registered
- 06 Sept 2005
- Next maintenance due
- 06 Sept 2025
- Attorney of record
- Louise Arnott
Goods and services
- Class 009 — Scientific and electric apparatus: Computer software for use by investment managers for investment portfolio management, for accounting, client reporting, automated client communications management, and performance tracking; [ Computer software for securities trading for use by investment advisors and investment management firms; Computer software for client contact management and office workflow automation, and downloadable software for client contact management and office workflow automation ]
- Class 035 — Advertising and business services: Data management and data hosting services for others; preparation and online delivery of customer account reports for others; data processing services for others; business information management in the fields of financial portfolio management and investment advice; computerized database management in the fields of financial portfolio management and investment advice; business consultation services provided to investment advisors in the fields of client management and communications, electronic commerce, [ and investment strategy, development, ] and marketing
- Class 036 — Insurance and financial services: providing online support services for investment professionals, namely, financial portfolio accounting, [ securities trade order management, ] reporting of investment performance, and online reporting of client account information
- Class 041 — Education and entertainment services: [ Educational services, namely, providing training for investment advisors in the fields of client communications, client management, and electronic commerce ]
- Class 042 — Scientific and technological services: [ Computer services, namely, consultation regarding website development; computer services, namely, providing content for websites for others; computer services, namely, technical support services provided via the Internet and in person ]
Owner
- Charles Schwab & Co., Inc., Westlake, TX, US
- Charles Schwab & Co., Inc., San Francisco, CA, US
- Charles Schwab & Co., Inc., San Francisco, CA, US
Prior registrations
Prosecution history
- 17 Dec 2025 — NOTICE OF ACCEPTANCE OF PARTIAL SEC. 8 & 9 EMAILED
- 17 Dec 2025 — REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS)
- 17 Dec 2025 — REGISTERED - SEC. 9 GRANTED/CHECK RECORD FOR SEC. 8
- 17 Dec 2025 — REGISTERED - PARTIAL SEC. 8 (10-YR) ACCEPTED
- 15 Dec 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 08 Sept 2025 — TEAS SECTION 8 & 9 RECEIVED
- 06 Sept 2024 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 07 Dec 2023 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 07 Dec 2023 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 07 Dec 2023 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 07 Dec 2023 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 07 Dec 2023 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
- 30 Jan 2023 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 30 Jan 2023 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
- 30 Jan 2023 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED