SCH WAB
Live / Applied — Non-final action mailed (as of 28 Jan 2026)
What this means for you
Not registered yet, but its 03 Oct 2025 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 99403277
- Mark type
- Design + words
- Filed
- 03 Oct 2025
- Attorney of record
- Louise Arnott
Goods and services
- Class 009 — Scientific and electric apparatus: Downloadable educational media, namely, video recordings, multimedia files, and audio files featuring information in the field of finance and financial investments; Downloadable educational publications, namely, printable training materials, newsletters, and articles in the field of finance and financial investments; Downloadable software for electronically trading securities, financial planning, financial analysis, financial account management, and portfolio management in the field of finance and financial investments; Downloadable mobile applications for electronically trading securities, financial planning, financial analysis, financial account management, and portfolio management in the field of finance and financial investments
- 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: 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
Prosecution history
- 28 Jan 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 28 Jan 2026 — NON-FINAL ACTION E-MAILED
- 28 Jan 2026 — NON-FINAL ACTION WRITTEN
- 18 Jan 2026 — ASSIGNED TO EXAMINER
- 16 Jan 2026 — NOTICE OF DESIGN SEARCH CODE E-MAILED
- 16 Jan 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 03 Oct 2025 — APPLICATION FILING RECEIPT MAILED
- 03 Oct 2025 — NEW APPLICATION ENTERED