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COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
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Official data from USPTO
SCHWAB INTELLIGENT PORTFOLIOS PREMIUM
Did you know this trademark is already registered in United States?
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Active USPTO registrationType: WordOffice: US
Quick snapshot
SCHWAB INTELLIGENT PORTFOLIOS PREMIUM
ST13
US500000087928097Class
36, 42
Filing
87928097
Registration
6024745
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
42
Latest update
04/01/2025
Classification
Registered
Trademark type
Word
Nice classes
36, 42
Filing date
05/18/2018
Registration date
03/31/2020
Expiration date
-
Recommended action
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Next step
These are the details of the registration process. Even so, constant monitoring is what ensures peace of mind that your main asset remains protected.
Complete case details
Structured fields from the responsible authority and the official record.
Status date
03/31/2020
Last transaction
04/01/2025
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
03/27/2019
First use in commerce
03/27/2019
Drawing code
4
Owner type
03
Owner location
Westlake, TX
Examiner
KELLY, JOHN
Law office
N10
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 36Class 42
Vienna Codes
No Vienna codes available.
Goods and services
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 balanceseach through a global computer network; providing information and analysis in the field of financial investments; financial planning and investment advisory services; providing financial and investment adviceanalysis and consultation services; financial analysis; financial advice; financial planning; financial consultation; financial management; investment brokerage; investment consultation; investment management; investment advice; retirement fund investment; providing personalized investment informationinvestment account management and securities brokerage servicesall by means of a global computer networkby wireless mobile devices and by telephone
Class 42
Providing temporary use of onlinenon-downloadable interactive software for managingmonitoring and creating reports for personal financial investment accounts; providing temporary use of onlinenon-downloadable interactive software that features information in the field of financial investments; providing temporary use of onlinenon-downloadable interactive software that features information in the field of financial investments; providing temporary use of onlinenon-downloadable interactive software for establishing managed personal investment accounts; providing temporary use of online non-downloadable interactive financial planning software
Publications
History of USPTO decisions and trademark events.
42 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
R.PR
REGISTERED-PRINCIPAL REGISTER
03/31/2020
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
02/28/2020
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
02/27/2020
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
02/06/2020
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
02/06/2020
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
02/05/2020
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
08/09/2019
GNRT
NON-FINAL ACTION E-MAILED
08/09/2019
CNRT
SU - NON-FINAL ACTION - WRITTEN
08/09/2019
SUPC
STATEMENT OF USE PROCESSING COMPLETE
08/06/2019
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
08/06/2019
IUAF
USE AMENDMENT FILED
07/15/2019
EISU
TEAS STATEMENT OF USE RECEIVED
07/15/2019
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
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
01/22/2019
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
11/27/2018
PUBO
PUBLISHED FOR OPPOSITION
11/27/2018
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
11/07/2018
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
10/25/2018
ALIE
ASSIGNED TO LIE
10/21/2018
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
10/08/2018
XAEC
EXAMINER'S AMENDMENT ENTERED
10/08/2018
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
10/08/2018
GNEA
EXAMINERS AMENDMENT E-MAILED
10/08/2018
CNEA
EXAMINERS AMENDMENT -WRITTEN
10/08/2018
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
09/28/2018
GNRT
NON-FINAL ACTION E-MAILED
09/28/2018
CNRT
NON-FINAL ACTION WRITTEN
09/28/2018
DOCK
ASSIGNED TO EXAMINER
09/10/2018
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
05/29/2018
NWAP
NEW APPLICATION ENTERED
05/22/2018
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