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Official data from USPTO

SCHWAB MONEYWISE

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

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

SCHWAB MONEYWISE

ST13

US500000088309295

Class

36, 42

Filing

88309295

Registration

5856486

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

30

Latest update

11/29/2025

Trademark type

Word

Nice classes

36, 42

Filing date

02/20/2019

Registration date

09/10/2019

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

11/28/2025

Last transaction

11/29/2025

Responsible office

United States Patent and Trademark Office

Status code

702

Official register

Principal Register

First use anywhere

2009-02-00

First use in commerce

2009-02-00

Drawing code

4

Owner type

03

Owner location

Westlake, TX

Examiner

KEAM,ALEX S

Current location

Historical data usage

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 information and advice in the fields of personal financefinancial planninginvestinginsurance; providing online financial calculators

Class 42

Providing temporary use of online non-downloadable software in the fields of personal financefinancial planninginvestinginsurancefor conducting financial assessment and surveys and providing worksheets for calculating how much to save for retirementestimating personal net worthorganizing financial documents

Publications

History of USPTO decisions and trademark events.

30 publications found

NA85

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

11/28/2025

C15A

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

11/28/2025

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

11/28/2025

E815

TEAS SECTION 8 & 15 RECEIVED

08/13/2025

REM1

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

09/10/2024

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

COC.

CORRECTION UNDER SECTION 7 - PROCESSED

06/06/2020

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

06/04/2020

ES7R

TEAS SECTION 7 REQUEST RECEIVED

05/05/2020

R.PR

REGISTERED-PRINCIPAL REGISTER

09/10/2019

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

06/25/2019

PUBO

PUBLISHED FOR OPPOSITION

06/25/2019

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

06/05/2019

ALIE

ASSIGNED TO LIE

05/20/2019

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

05/07/2019

XAEC

EXAMINER'S AMENDMENT ENTERED

05/07/2019

GNEN

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

05/07/2019

GNEA

EXAMINERS AMENDMENT E-MAILED

05/07/2019

CNEA

EXAMINERS AMENDMENT -WRITTEN

05/07/2019

DOCK

ASSIGNED TO EXAMINER

05/01/2019

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

03/13/2019

NWAP

NEW APPLICATION ENTERED

02/23/2019

Continuous trademark protection

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