REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
12/13/2025
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Official data from USPTO
SCHWAB INTELLIGENT PORTFOLIOS
Did you know this trademark is already registered in United States?
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
SCHWAB INTELLIGENT PORTFOLIOS
ST13
US500000087033249Class
9, 36, 42
Filing
87033249
Registration
5100394
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
25
Latest update
12/14/2025
Trademark type
Word
Nice classes
9, 36, 42
Filing date
05/11/2016
Registration date
12/13/2016
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
06/09/2023
Last transaction
12/14/2025
Responsible office
United States Patent and Trademark Office
Status code
702
Official register
Principal Register
First use anywhere
03/09/2015
First use in commerce
03/09/2015
Drawing code
4
Owner type
03
Owner location
Westlake, TX
Examiner
FREEMAN,BREANNA SHALEISE
Law office
M50
Current location
TMO LAW OFFICE 114
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 36Class 42
Vienna Codes
No Vienna codes available.
Goods and services
Class 9
downloadable softwaremobile applications for establishing managed personal investment accounts; downloadable softwaremobile applications for accessingviewingdownloadingsharingmanaging and saving personal investment account data; downloadable softwaremobile applications for accessingviewingdownloadingsharing and saving newsresearch and information in the fields of finance and investing
Class 36
providing automated and customized personal financialinvestment management and advisory servicesmanagement of securities portfolios through providing personal financial investment accountsmonitoring for investment purposes of financial and investment account transactions and account balancesreporting for financial investment accountseach through a global computer network; providing information and analysis in the field of financial investments
Class 42
providing temporary use of onlinenon-downloadable interactive software for managingmonitoring and creating reports for personal financial and investment accounts; providing temporary use of onlinenon-downloadable interactive software that features newsresearch and information in the field of financial investments and featuring on-line community tools for interacting with others in the field of financial investments; providing temporary use of onlinenon-downloadable interactive software for establishing managed personal investment accounts
Publications
History of USPTO decisions and trademark events.
25 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
NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
06/09/2023
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
06/09/2023
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
06/09/2023
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
E815
TEAS SECTION 8 & 15 RECEIVED
12/06/2022
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
12/13/2021
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
R.PR
REGISTERED-PRINCIPAL REGISTER
12/13/2016
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
09/27/2016
PUBO
PUBLISHED FOR OPPOSITION
09/27/2016
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
09/07/2016
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
08/19/2016
DOCK
ASSIGNED TO EXAMINER
08/09/2016
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
05/16/2016
NWAP
NEW APPLICATION ENTERED
05/14/2016
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