SCHWAB INTELLIGENT PORTFOLIOS PREMIUM

LIVE

Serial Number

87928097

Owner

CHARLES SCHWAB & CO., INC.

Attorney

Louise Arnott

First Use Date

Mar 27, 2019

Filing Date

May 18, 2018

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SCHWAB INTELLIGENT PORTFOLIOS PREMIUM Trademark

Serial Number: 87928097 • Registration: 6024745

SCHWAB INTELLIGENT PORTFOLIOS PREMIUM is a trademark filed by CHARLES SCHWAB & CO., INC. on May 18, 2018. The trademark is classified under Class 36 (Insurance & Financial), Class 42 (Computer & Scientific). The application is currently registered and active.

Trademark Classes

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

1,073 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 18, 2018

Registration Date

March 31, 2020

First Use Anywhere

March 27, 2019

First Use in Commerce

March 27, 2019

Published for Opposition

November 27, 2018

Goods & Services

Providing automated and customized personal financial, investment management and advisory services, namely, management of securities portfolios through providing personal financial investment accounts, and monitoring for investment purposes of financial and investment account transactions and account balances, each through a global computer network; providing information and analysis in the field of financial investments; financial planning and investment advisory services; providing financial and investment advice, analysis and consultation services; financial analysis; financial advice; financial planning; financial consultation; financial management; investment brokerage; investment consultation; investment management; investment advice; retirement fund investment; providing personalized investment information, investment account management and securities brokerage services, all by means of a global computer network, by wireless mobile devices and by telephone

Providing temporary use of online, non-downloadable interactive software for managing, monitoring and creating reports for personal financial investment accounts; providing temporary use of online, non-downloadable interactive software that features information in the field of financial investments; providing temporary use of online, non-downloadable interactive software that features information in the field of financial investments; providing temporary use of online, non-downloadable interactive software for establishing managed personal investment accounts; providing temporary use of online non-downloadable interactive financial planning software

Filing History

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

Mar 31, 2025 REM1

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Dec 7, 2023 TCCA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Dec 7, 2023 ARAA

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

Dec 7, 2023 REAP

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

Dec 7, 2023 CHAN

TEAS CHANGE OF OWNER ADDRESS RECEIVED

Dec 7, 2023 COAR

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Jan 30, 2023 TCCA

TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS

Jan 30, 2023 EWAF

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Jan 30, 2023 ARAA

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

Jan 30, 2023 REAP

REGISTERED-PRINCIPAL REGISTER

Mar 31, 2020 R.PR

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

Feb 28, 2020 SUNA

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

Feb 27, 2020 CNPR

TEAS/EMAIL CORRESPONDENCE ENTERED

Feb 6, 2020 TEME

CORRESPONDENCE RECEIVED IN LAW OFFICE

Feb 6, 2020 CRFA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Feb 5, 2020 TROA

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Aug 9, 2019 GNRN

NON-FINAL ACTION E-MAILED

Aug 9, 2019 GNRT

SU - NON-FINAL ACTION - WRITTEN

Aug 9, 2019 CNRT

STATEMENT OF USE PROCESSING COMPLETE

Aug 6, 2019 SUPC

CASE ASSIGNED TO INTENT TO USE PARALEGAL

Aug 6, 2019 AITU

USE AMENDMENT FILED

Jul 15, 2019 IUAF

TEAS STATEMENT OF USE RECEIVED

Jul 15, 2019 EISU

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Jan 24, 2019 ARAA

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

Jan 24, 2019 REAP

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

Jan 22, 2019 NOAM

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Nov 27, 2018 NPUB

PUBLISHED FOR OPPOSITION

Nov 27, 2018 PUBO

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Nov 7, 2018 NONP

LAW OFFICE PUBLICATION REVIEW COMPLETED

Oct 25, 2018 PREV

ASSIGNED TO LIE

Oct 21, 2018 ALIE

APPROVED FOR PUB - PRINCIPAL REGISTER

Oct 8, 2018 CNSA

EXAMINER'S AMENDMENT ENTERED

Oct 8, 2018 XAEC

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

Oct 8, 2018 GNEN

EXAMINERS AMENDMENT E-MAILED

Oct 8, 2018 GNEA

EXAMINERS AMENDMENT -WRITTEN

Oct 8, 2018 CNEA

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Sep 28, 2018 GNRN

NON-FINAL ACTION E-MAILED

Sep 28, 2018 GNRT

NON-FINAL ACTION WRITTEN

Sep 28, 2018 CNRT

ASSIGNED TO EXAMINER

Sep 10, 2018 DOCK

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

May 29, 2018 NWOS

NEW APPLICATION ENTERED

May 22, 2018 NWAP

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