SCHWABVIOUS

What this means for you

Approved and waiting on proof of use. It will register unless the applicant drops it, and its 05 Aug 2025 filing date already counts against anyone who files later.

Record

Serial number

99320861

Mark type

Stylized text

Filed

05 Aug 2025

Published for opposition

20 Jan 2026

Attorney of record

Louise Arnott

Goods and services

• Class 035 — Advertising and business services: Business networking; Business management consulting and advisory services for the investment advisory industry; Promoting public awareness of registered investment advisor (RIA) platforms; Providing business information in the field of investment advisory services; Referrals in the field of investment advisory services
• Class 036 — Insurance and financial services: Financial investment brokerage services; Investment management; Investment fund management services; Investment management of and distribution of annuities; Investment advice; Providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary; Providing information regarding financial investment strategies for investment advisors; Providing financial information and financial advice via a website
• Class 041 — Education and entertainment services: Educational services, namely, conducting live programs, classes, seminars, presentations, and conferences in the field of finance, investment, money management, and financial planning and distribution of course and educational materials in connection therewith; Educational services, namely, conducting virtual programs, classes, seminars, presentations, and conferences in the field of finance, investment, money management, and financial planning and distribution of course materials in connection therewith in printed or electronic format
• Class 042 — Scientific and technological services: Technical support services, namely, troubleshooting of computer software problems; Hosting of digital content on the Internet; Providing online non-downloadable computer software platforms for use in connection with managing, accounting of and preparing reports for client investment accounts; Providing online non-downloadable computer software platforms for tracking performance of client investments

Owner

• Charles Schwab & Co., Inc., Westlake, TX, US
• Charles Schwab & Co., Inc., Westlake, TX, US

Prosecution history

• 17 Mar 2026 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
• 20 Jan 2026 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
• 20 Jan 2026 — PUBLISHED FOR OPPOSITION
• 14 Jan 2026 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
• 22 Dec 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
• 18 Dec 2025 — ASSIGNED TO EXAMINER
• 12 Dec 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
• 05 Aug 2025 — APPLICATION FILING RECEIPT MAILED
• 05 Aug 2025 — NEW APPLICATION ENTERED