TrademarkDir
SCHWAB PERFORMANCE TECHNOLOGIES
LIVE

Serial Number

76381755

Owner

CHARLES SCHWAB & CO., INC.

Attorney

Louise Arnott

Filing Date

Mar 12, 2002

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SCHWAB PERFORMANCE TECHNOLOGIES Trademark

Serial Number: 76381755 • Registration: 2992802

SCHWAB PERFORMANCE TECHNOLOGIES is a trademark filed by CHARLES SCHWAB & CO., INC. on March 12, 2002. The trademark is classified under Class 9 (Computers & Electronics), Class 36 (Insurance & Financial), Class 41 (Education & Entertainment), Class 42 (Computer & Scientific), Class 35 (Advertising & Business). The application is currently registered and active.

Owner Contact Info

CHARLES SCHWAB & CO., INC. (923 trademarks)

3000 Schwab Way
Westlake, TX 76262

Entity Type: 03

Trademark Details

Filing Date

March 12, 2002

Registration Date

September 6, 2005

Published for Opposition

April 6, 2004

Goods & Services

Data management and data hosting services for others; preparation and online delivery of customer account reports for others; data processing services for others; business information management in the fields of financial portfolio management and investment advice; computerized database management in the fields of financial portfolio management and investment advice; business consultation services provided to investment advisors in the fields of client management and communications, electronic commerce, [ and investment strategy, development, ] and marketing

Computer software for use by investment managers for investment portfolio management, for accounting, client reporting, automated client communications management, and performance tracking; [ Computer software for securities trading for use by investment advisors and investment management firms; Computer software for client contact management and office workflow automation, and downloadable software for client contact management and office workflow automation ]

[ Educational services, namely, providing training for investment advisors in the fields of client communications, client management, and electronic commerce ]

providing online support services for investment professionals, namely, financial portfolio accounting, [ securities trade order management, ] reporting of investment performance, and online reporting of client account information

[ Computer services, namely, consultation regarding website development; computer services, namely, providing content for websites for others; computer services, namely, technical support services provided via the Internet and in person ]

Filing History

NOTICE OF ACCEPTANCE OF PARTIAL SEC. 8 & 9 EMAILED
Dec 17, 2025 NP89
REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS)
Dec 17, 2025 RNL2
REGISTERED - SEC. 9 GRANTED/CHECK RECORD FOR SEC. 8
Dec 17, 2025 9G8P
REGISTERED - PARTIAL SEC. 8 (10-YR) ACCEPTED
Dec 17, 2025 8PRT
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Dec 15, 2025 APRE
TEAS SECTION 8 & 9 RECEIVED
Sep 8, 2025 E89R
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Sep 6, 2024 REM2
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
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
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Aug 24, 2015 NA89
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Aug 24, 2015 RNL1
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Aug 24, 2015 89AG
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Aug 24, 2015 APRE
TEAS SECTION 8 & 9 RECEIVED
Jul 29, 2015 E89R
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Jul 29, 2015 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Oct 25, 2012 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Oct 25, 2012 REAP
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Sep 27, 2011 NA85
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Sep 27, 2011 C15A
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Sep 26, 2011 APRE
TEAS SECTION 8 & 15 RECEIVED
Aug 31, 2011 E815
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Sep 29, 2009 CHAN
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Sep 29, 2009 COAR
REVIEW OF CORRESPONDENCE COMPLETE
Oct 7, 2006 CORV
PAPER RECEIVED
Oct 24, 2005 MAIL
REGISTERED-PRINCIPAL REGISTER
Sep 6, 2005 R.PR
LAW OFFICE REGISTRATION REVIEW COMPLETED
Jul 23, 2005 REGV
ASSIGNED TO LIE
Apr 19, 2005 ALIE
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Apr 11, 2005 CNPR
STATEMENT OF USE PROCESSING COMPLETE
Feb 3, 2005 SUPC
PAPER RECEIVED
Jan 3, 2005 MAIL
USE AMENDMENT FILED
Dec 28, 2004 IUAF
CASE FILE IN TICRS
Aug 20, 2004 CFIT
NOA MAILED - SOU REQUIRED FROM APPLICANT
Jun 29, 2004 NOAM
PUBLISHED FOR OPPOSITION
Apr 6, 2004 PUBO
NOTICE OF PUBLICATION
Mar 17, 2004 NPUB
APPROVED FOR PUB - PRINCIPAL REGISTER
Jan 6, 2004 CNSA
CORRESPONDENCE RECEIVED IN LAW OFFICE
Dec 9, 2002 CRFA
PAPER RECEIVED
Dec 9, 2002 MAIL
NON-FINAL ACTION MAILED
Aug 16, 2002 CNRT
ASSIGNED TO EXAMINER
Jul 16, 2002 DOCK
ASSIGNED TO EXAMINER
Jul 11, 2002 DOCK

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