SCHWAB PERSONALIZED OPTION OVERLAY STRATEGIES
Live / Applied — Non-final action mailed (as of 14 Sept 2026)
What this means for you
Not registered yet, but its 20 Apr 2026 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
- 99776087
- Mark type
- Stylized text
- Filed
- 20 Apr 2026
- Attorney of record
- Louise Arnott
Goods and services
- Class 036 — Insurance and financial services: Investment management; Investment consultation; Investment advisory services; Financial investment brokerage services; Financial planning; Providing information in the field of financial stock and equity markets; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial asset management
Owner
- Charles Schwab & Co., Inc., Westlake, TX, US
Prosecution history
- 14 Sept 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 14 Sept 2026 — NON-FINAL ACTION E-MAILED
- 14 Sept 2026 — NON-FINAL ACTION WRITTEN
- 26 Aug 2026 — ASSIGNED TO EXAMINER
- 24 Aug 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 21 Apr 2026 — APPLICATION FILING RECEIPT MAILED
- 20 Apr 2026 — NEW APPLICATION ENTERED