NP89
NOTICE OF ACCEPTANCE OF PARTIAL SEC. 8 & 9 EMAILED
12/17/2025
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Official data from USPTO
SCHWAB PERFORMANCE TECHNOLOGIES
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
SCHWAB PERFORMANCE TECHNOLOGIES
ST13
US500000076381755Class
9, 35, 36, 41, 42
Filing
76381755
Registration
2992802
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
51
Latest update
01/06/2026
Trademark type
Word
Nice classes
9, 35, 36, 41, 42
Filing date
03/12/2002
Registration date
09/06/2005
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
12/17/2025
Last transaction
01/06/2026
Responsible office
United States Patent and Trademark Office
Status code
800
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
2002-10-00
First use in commerce
2002-10-00
Drawing code
1
Owner type
03
Owner location
Westlake, TX
Examiner
COFIELD, JULIA
Holders and representatives
Holders
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
Representatives
Louise Arnott Michael Best & Friedrich LLP
Technical classification
Nice Classes
Class 9Class 35Class 36Class 41Class 42
Vienna Codes
No Vienna codes available.
Goods and services
Class 9
Computer software for use by investment managers for investment portfolio managementfor accountingclient reportingautomated client communications managementperformance tracking; Computer software for securities trading for use by investment advisors and investment management firms; Computer software for client contact management and office workflow automationdownloadable software for client contact management and office workflow automation
Class 35
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 communicationselectronic commerceinvestment strategydevelopmentmarketing
Class 36
providing online support services for investment professionalsfinancial portfolio accountingsecurities trade order managementreporting of investment performanceonline reporting of client account information
Class 41
Educational servicesproviding training for investment advisors in the fields of client communicationsclient managementelectronic commerce
Class 42
Computer servicesconsultation regarding website development; computer servicesproviding content for websites for others; computer servicestechnical support services provided via the Internet and in person
Publications
History of USPTO decisions and trademark events.
51 publications found
RNL2
REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS)
12/17/2025
9G8P
REGISTERED - SEC. 9 GRANTED/CHECK RECORD FOR SEC. 8
12/17/2025
8PRT
REGISTERED - PARTIAL SEC. 8 (10-YR) ACCEPTED
12/17/2025
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
12/15/2025
E89R
TEAS SECTION 8 & 9 RECEIVED
09/08/2025
REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
09/06/2024
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
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
NA89
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
08/24/2015
RNL1
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
08/24/2015
89AG
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
08/24/2015
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
08/24/2015
E89R
TEAS SECTION 8 & 9 RECEIVED
07/29/2015
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
07/29/2015
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
NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
09/27/2011
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
09/27/2011
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
09/26/2011
E815
TEAS SECTION 8 & 15 RECEIVED
08/31/2011
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
09/29/2009
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
09/29/2009
CORV
REVIEW OF CORRESPONDENCE COMPLETE
10/07/2006
PAPER RECEIVED
10/24/2005
R.PR
REGISTERED-PRINCIPAL REGISTER
09/06/2005
REGV
LAW OFFICE REGISTRATION REVIEW COMPLETED
07/23/2005
ALIE
ASSIGNED TO LIE
04/19/2005
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
04/11/2005
SUPC
STATEMENT OF USE PROCESSING COMPLETE
02/03/2005
PAPER RECEIVED
01/03/2005
IUAF
USE AMENDMENT FILED
12/28/2004
CFIT
CASE FILE IN TICRS
08/20/2004
NOAM
NOA MAILED - SOU REQUIRED FROM APPLICANT
06/29/2004
PUBO
PUBLISHED FOR OPPOSITION
04/06/2004
NPUB
NOTICE OF PUBLICATION
03/17/2004
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
01/06/2004
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
12/09/2002
PAPER RECEIVED
12/09/2002
CNRT
NON-FINAL ACTION MAILED
08/16/2002
DOCK
ASSIGNED TO EXAMINER
07/16/2002
DOCK
ASSIGNED TO EXAMINER
07/11/2002
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