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Official data from USPTO

SCHWAB PORTFOLIO CHECKUP

Did you know this trademark is already registered in United States?

Before investing in name, identity, and promotion, validate collision risk and registration strategy to avoid wasting time and budget.

Active USPTO registrationType: WordOffice: United States

Quick snapshot

SCHWAB PORTFOLIO CHECKUP

ST13

US500000075841708

Class

36

Filing

75841708

Registration

2530501

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

53

Latest update

12/07/2023

Trademark type

Word

Nice classes

36

Filing date

11/05/1999

Registration date

01/15/2002

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

05/28/2021

Last transaction

12/07/2023

Responsible office

United States Patent and Trademark Office

Status code

800

Official register

Principal Register

Filing basis

Intent to use

First use anywhere

1999-09-00

First use in commerce

1999-09-00

Drawing code

1

Owner type

03

Owner location

Westlake, TX, US

Examiner

HICKEY,SUSAN E

Law office

M30

Current location

GENERIC WEB UPDATE

Holders and representatives

Holders

Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.

Representatives

Louise Arnott Michael Best & Friedrich LLP

Technical classification

Nice Classes

Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

Financial servicesnamely providing information and analysis in the field of financial investments

Publications

History of USPTO decisions and trademark events.

53 publications found

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

12/07/2023

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

12/07/2023

REAP

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

12/07/2023

CHAN

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

12/07/2023

COAR

TEAS CHANGE OF OWNER ADDRESS RECEIVED

12/07/2023

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

01/30/2023

EWAF

TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS

01/30/2023

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

01/30/2023

REAP

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

01/30/2023

NA89

NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED

05/28/2021

RNL2

REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS)

05/28/2021

89AG

REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED

05/28/2021

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

05/28/2021

E89R

TEAS SECTION 8 & 9 RECEIVED

02/22/2021

REM2

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED

01/15/2021

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

01/24/2019

REAP

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

01/24/2019

NA15

SEC. 15 ACKNOWLEDGEMENT - E-MAILED

05/14/2014

15AK

REGISTERED - SEC. 15 ACKNOWLEDGED

05/13/2014

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

05/09/2014

15AF

REGISTERED - SEC. 15 AFFIDAVIT FILED

05/08/2014

E15R

TEAS SECTION 15 RECEIVED

05/08/2014

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

05/08/2014

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

10/25/2012

REAP

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

10/25/2012

NA89

NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED

02/23/2012

RNL1

REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)

02/23/2012

89AG

REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED

02/23/2012

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

02/21/2012

E89R

TEAS SECTION 8 & 9 RECEIVED

12/20/2011

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

12/20/2011

CHAN

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

09/29/2009

COAR

TEAS CHANGE OF OWNER ADDRESS RECEIVED

09/29/2009

8.OK

REGISTERED - SEC. 8 (6-YR) ACCEPTED

12/01/2007

PLGL

ASSIGNED TO PARALEGAL

11/29/2007

ES8R

TEAS SECTION 8 RECEIVED

11/28/2007

CFIT

CASE FILE IN TICRS

04/13/2007

R.PR

REGISTERED-PRINCIPAL REGISTER

01/15/2002

CNPR

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

10/15/2001

SUPC

STATEMENT OF USE PROCESSING COMPLETE

10/03/2001

IUAF

USE AMENDMENT FILED

09/21/2001

NOAM

NOA MAILED - SOU REQUIRED FROM APPLICANT

06/12/2001

PUBO

PUBLISHED FOR OPPOSITION

03/20/2001

NPUB

NOTICE OF PUBLICATION

03/07/2001

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

09/28/2000

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

08/15/2000

CNRT

NON-FINAL ACTION MAILED

06/19/2000

ZZZX

PREVIOUS ALLOWANCE COUNT WITHDRAWN

06/07/2000

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

06/05/2000

CNEA

EXAMINER'S AMENDMENT MAILED

06/01/2000

CNRT

NON-FINAL ACTION MAILED

03/27/2000

DOCK

ASSIGNED TO EXAMINER

03/07/2000

DOCK

ASSIGNED TO EXAMINER

03/06/2000

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