SCHWAB PERSONALIZED OPTION OVERLAY STRATEGIES
LIVE

Serial Number

99776087

Owner

Charles Schwab & Co., Inc.

Attorney

Louise Arnott

Filing Date

Apr 20, 2026

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SCHWAB PERSONALIZED OPTION OVERLAY STRATEGIES Trademark

Serial Number: 99776087

SCHWAB PERSONALIZED OPTION OVERLAY STRATEGIES is a trademark filed by Charles Schwab & Co., Inc. on April 20, 2026. The trademark is classified under Class 36 (Insurance & Financial). The application is currently pending registration.

Owner Contact Info

Charles Schwab & Co., Inc. (5 trademarks)

3000 Schwab Way
Westlake, TX 76262

Entity Type: 03

Trademark Details

Filing Date

April 20, 2026

Registration Date

Not Registered

Goods & 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

Filing History

NOTIFICATION OF NON-FINAL ACTION E-MAILED
Sep 14, 2026 GNRN
NON-FINAL ACTION E-MAILED
Sep 14, 2026 GNRT
NON-FINAL ACTION WRITTEN
Sep 14, 2026 CNRT
ASSIGNED TO EXAMINER
Aug 26, 2026 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Aug 24, 2026 NWOS
APPLICATION FILING RECEIPT MAILED
Apr 21, 2026 MAFR
NEW APPLICATION ENTERED
Apr 20, 2026 NWAP