NA89
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
09/16/2025
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Official data from USPTO
SCHWAB MUTUAL FUND REPORT CARD
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 MUTUAL FUND REPORT CARD
ST13
US500000078606796Class
9, 36
Filing
78606796
Registration
3076596
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
45
Latest update
09/17/2025
Trademark type
Word
Nice classes
9, 36
Filing date
04/12/2005
Registration date
04/04/2006
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
09/16/2025
Last transaction
09/17/2025
Responsible office
United States Patent and Trademark Office
Status code
800
Official register
Principal Register
First use anywhere
03/16/2004
First use in commerce
03/16/2004
Drawing code
4
Owner type
03
Owner location
Westlake, TX
Examiner
BROWNE, DAYNA
Current location
PUBLICATION AND ISSUE SECTION
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 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 9
Downloadable electronic publications in the nature of reports providing information and analysis in the field of financial investments
Class 36
Financial servicesproviding information and analysis in the field of financial investments
Publications
History of USPTO decisions and trademark events.
45 publications found
RNL2
REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS)
09/16/2025
89AG
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
09/16/2025
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
09/16/2025
E89R
TEAS SECTION 8 & 9 RECEIVED
05/19/2025
REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
04/04/2025
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
12/01/2015
RNL1
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
12/01/2015
89AG
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
12/01/2015
EROP
TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
11/18/2015
PR89
POST REGISTRATION ACTION MAILED - SEC. 8 & 9
11/14/2015
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
11/14/2015
E89R
TEAS SECTION 8 & 9 RECEIVED
09/30/2015
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
09/30/2015
REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
04/04/2015
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
04/19/2012
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
04/18/2012
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
04/18/2012
E815
TEAS SECTION 8 & 15 RECEIVED
03/29/2012
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
03/28/2012
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
09/29/2009
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
09/29/2009
R.PR
REGISTERED-PRINCIPAL REGISTER
04/04/2006
PUBO
PUBLISHED FOR OPPOSITION
01/10/2006
NPUB
NOTICE OF PUBLICATION
12/21/2005
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
11/21/2005
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
11/18/2005
ZZZX
PREVIOUS ALLOWANCE COUNT WITHDRAWN
11/18/2005
ALIE
ASSIGNED TO LIE
11/18/2005
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
11/16/2005
DOCK
ASSIGNED TO EXAMINER
11/09/2005
NWAP
NEW APPLICATION ENTERED
04/19/2005
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