SCHWAB INTELLIGENT PORTFOLIOS Trademark

Serial Number: 87033249 • Registration: 5100394

SCHWAB INTELLIGENT PORTFOLIOS is a trademark filed by CHARLES SCHWAB & CO., INC. on May 11, 2016. The trademark is classified under Class 9 (Computers & Electronics), Class 36 (Insurance & Financial), Class 42 (Computer & Scientific). The application is currently registered and active.

Trademark Classes

Class 9 - Computers & Electronics

Scientific, nautical, surveying, photographic, cinematographic, optical apparatus and instruments

Class 36 - Insurance & Financial

Insurance; financial affairs; monetary affairs; real estate affairs

Class 42 - Computer & Scientific

Scientific and technological services; industrial analysis and research services

Owner Contact Info

CHARLES SCHWAB & CO., INC. (924 trademarks)

3000 Schwab Way
Westlake, TX 76262

Entity Type: 03

Legal Representation

Attorney of Record

Louise Arnott

1,071 trademarks filed View all →

Correspondence Address

Louise Arnott Michael Best & Friedrich LLP

444 W. Lake Street, Suite 3200

Chicago, IL 60606

United States

Trademark Details

Filing Date

May 11, 2016

Registration Date

December 13, 2016

First Use Anywhere

March 9, 2015

First Use in Commerce

March 9, 2015

Published for Opposition

September 27, 2016

Goods & Services

providing automated and customized personal financial, investment management and advisory services, namely, management of securities portfolios through providing personal financial investment accounts, monitoring for investment purposes of financial and investment account transactions and account balances, and reporting for financial investment accounts, each through a global computer network; providing information and analysis in the field of financial investments

providing temporary use of online, non-downloadable interactive software for managing, monitoring and creating reports for personal financial and investment accounts; providing temporary use of online, non-downloadable interactive software that features news, research and information in the field of financial investments and featuring on-line community tools for interacting with others in the field of financial investments; providing temporary use of online, non-downloadable interactive software for establishing managed personal investment accounts

downloadable software, namely, mobile applications for establishing managed personal investment accounts; downloadable software, namely, mobile applications for accessing, viewing, downloading, sharing, managing and saving personal investment account data; downloadable software, namely, mobile applications for accessing, viewing, downloading, sharing and saving news, research and information in the fields of finance and investing