TrademarkDir
SCHWAB MONEYWISE
LIVE

Serial Number

88309295

Owner

CHARLES SCHWAB & CO., INC.

Attorney

Louise Arnott

Filing Date

Feb 20, 2019

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SCHWAB MONEYWISE Trademark

Serial Number: 88309295 • Registration: 5856486

SCHWAB MONEYWISE is a trademark filed by CHARLES SCHWAB & CO., INC. on February 20, 2019. The trademark is classified under Class 36 (Insurance & Financial), Class 42 (Computer & Scientific). The application is currently registered and active.

Owner Contact Info

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

3000 Schwab Way
Westlake, TX 76262

Entity Type: 03

Trademark Details

Filing Date

February 20, 2019

Registration Date

September 10, 2019

Published for Opposition

June 25, 2019

Goods & Services

Providing temporary use of online non-downloadable software in the fields of personal finance, financial planning, investing, and insurance, for conducting financial assessment and surveys and providing worksheets for calculating how much to save for retirement, estimating personal net worth, and organizing financial documents

Providing information and advice in the fields of personal finance, financial planning, investing, and insurance; providing online financial calculators

Filing History

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Nov 28, 2025 NA85
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Nov 28, 2025 C15A
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Nov 28, 2025 APRE
TEAS SECTION 8 & 15 RECEIVED
Aug 13, 2025 E815
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Sep 10, 2024 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
CORRECTION UNDER SECTION 7 - PROCESSED
Jun 6, 2020 COC.
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Jun 4, 2020 APRE
TEAS SECTION 7 REQUEST RECEIVED
May 5, 2020 ES7R
REGISTERED-PRINCIPAL REGISTER
Sep 10, 2019 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Jun 25, 2019 NPUB
PUBLISHED FOR OPPOSITION
Jun 25, 2019 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Jun 5, 2019 NONP
ASSIGNED TO LIE
May 20, 2019 ALIE
APPROVED FOR PUB - PRINCIPAL REGISTER
May 7, 2019 CNSA
EXAMINER'S AMENDMENT ENTERED
May 7, 2019 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
May 7, 2019 GNEN
EXAMINERS AMENDMENT E-MAILED
May 7, 2019 GNEA
EXAMINERS AMENDMENT -WRITTEN
May 7, 2019 CNEA
ASSIGNED TO EXAMINER
May 1, 2019 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Mar 13, 2019 NWOS
NEW APPLICATION ENTERED
Feb 23, 2019 NWAP

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