Charles Schwab & Co., Inc. Trademarks
CHARLES SCHWAB

CHARLES SCHWAB

Filed: January 25, 1999
brokerage services in the fields of financial securities, stocks, bonds, money market funds, mutual funds, commodities,…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 75626693

SCHWAB TOTAL STOCK MARKET INDEX FUND

SCHWAB TOTAL STOCK MARKET INDEX FUND

Filed: February 12, 1999
mutual fund investment services
Owned by: Charles Schwab & Co., Inc.
Serial Number: 75638482

CHARLES SCHWAB DESIGNATED BROKERAGE SERVICES

CHARLES SCHWAB DESIGNATED BROKERAGE SERVICES

brokerage services in the fields of securities, stocks, bonds, mutual funds, money market funds, commodities, futures, options…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 75689450

SCHWAB.COM

SCHWAB.COM

Filed: April 27, 1999
providing news in the fields of business and economics, namely news update alerts regarding market and news developments…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 75691626

Image Trademark

Image Trademark

Filed: April 27, 1999
brokerage services in the fields of securities, stocks, bonds, mutual funds, money market funds, commodities, futures, options…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 75691628

SCHWAB SELECT ANNUITY

SCHWAB SELECT ANNUITY

Filed: May 3, 1999
Financial services, namely annuity investment services
Owned by: Charles Schwab & Co., Inc.
Serial Number: 75696797

CHARLES SCHWAB

CHARLES SCHWAB

Filed: May 6, 1999
brokerage services in the fields of securities, stocks, bonds, mutual funds, money market funds, commodities, futures, options…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 75698609

SCHWAB YIELDPLUS FUND

SCHWAB YIELDPLUS FUND

Filed: May 11, 1999
mutual fund investment services
Owned by: Charles Schwab & Co., Inc.
Serial Number: 75702711

EXPLORE

EXPLORE

Educational services, namely conferences in the fields of finance, investment, money management, financial planning, economics…
Owned by: CHARLES SCHWAB & CO., INC.
Serial Number: 75772967

SCHWAB INSTITUTIONAL TRUST FUNDS

SCHWAB INSTITUTIONAL TRUST FUNDS

Filed: October 25, 1999
Retirement plan investment services and trustee services
Owned by: Charles Schwab & Co., Inc.
Serial Number: 75830920

SCHWAB PORTFOLIO CHECKUP

SCHWAB PORTFOLIO CHECKUP

Filed: November 5, 1999
Printed reports providing information and analysis in the field of financial investments
Owned by: Charles Schwab & Co., Inc.
Serial Number: 75841707

SCHWAB PORTFOLIO CHECKUP

SCHWAB PORTFOLIO CHECKUP

Filed: November 5, 1999
Financial services, namely providing information and analysis in the field of financial investments
Owned by: Charles Schwab & Co., Inc.
Serial Number: 75841708

CHARLES SCHWAB FUNDMAP

CHARLES SCHWAB FUNDMAP

Filed: March 21, 2000
financial services namely, providing information regarding mutual funds and mutual fund accounts for mutual fund companies…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 76006314

FUNDMAP

FUNDMAP

Filed: March 21, 2000
financial services, namely, providing information regarding mutual funds and mutual fund accounts for mutual fund companies…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 76006315

MKT MARKET KNOWLEDGE TOOLS

MKT MARKET KNOWLEDGE TOOLS

Filed: April 24, 2000
[ Periodical publications, booklets, brochures, pamphlets, printed reports and research reports in the field of ] * Publications…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 76032997

SCHWAB SELL ANALYZER

SCHWAB SELL ANALYZER

Providing an interactive online computer database in the fields of financial decision making, [ monitoring performance of…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 76126532

Image Trademark

Image Trademark

Brokerage services in the fields of securities, stocks, bonds, mutual funds, money market funds, commodities, futures, options…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 76137157

SCHWAB BONDSOURCE

SCHWAB BONDSOURCE

Filed: October 11, 2000
Brokerage services in the field of bonds and fixed income investments; investment services in the field of bonds and fixed…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 76145613

MANAGED ACCOUNT SELECT

MANAGED ACCOUNT SELECT

Financial services provided to investment advisors, namely, custody of assets, securities trading, research on money managers…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 76189232

MANAGED ACCOUNT MARKETPLACE

MANAGED ACCOUNT MARKETPLACE

Financial services provided to investment advisors, namely, custody of assets, securities trading, research on money managers…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 76189234

OPTIONSTREET

OPTIONSTREET

Brokerage services and investment services in the field of options trading, provided via a global computer network; providing…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 76229158

MANAGED ACCOUNT SELECT

MANAGED ACCOUNT SELECT

Filed: June 25, 2001
Investment consultation; investment management; investment of funds for others[; financial ] planning; financial research…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 76276279

OPTION BUILDER

OPTION BUILDER

Providing temporary use of on-line non-downloadable software for use by investors in researching, planning, and executing…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 76302575

SCHWAB RT PARTICIPANT SOLUTIONS

SCHWAB RT PARTICIPANT SOLUTIONS

Computer software for use by third party administrators, bank trust departments, mutual fund companies, and pension recordkeepers…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 76304117

CHARLESSCHWAB

CHARLESSCHWAB

Filed: August 24, 2001
Brokerage services in the fields of financial securities, stocks, bonds, money market funds, mutual funds, commodities,…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 76304690

SCHWAB STOCKPLANMANAGER

SCHWAB STOCKPLANMANAGER

Financial services provided to administrators of stock option plans via the Internet, namely, providing a website with the…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 76351983

SCHWAB

SCHWAB

Filed: January 30, 2002
Brokerage services in the fields of financial securities, stocks, bonds, mutual funds, money market funds, commodities,…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 76364880

SCHWAB PERFORMANCE TECHNOLOGIES

SCHWAB PERFORMANCE TECHNOLOGIES

Computer software for use by investment managers for investment portfolio management, for accounting, client reporting,…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 76381755

SCHWAB ADVISOR NETWORK

SCHWAB ADVISOR NETWORK

Providing professional referrals in the fields of investment advice, portfolio management, financial planning, retirement…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 76400275

SCHWAB STRATEGIC TRADING

SCHWAB STRATEGIC TRADING

Financial and financial advisory services for venture capital and private equity investors, namely-- administration of in…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 76421327

SCHWAB VALUE ADVANTAGE MONEY FUND INSTITUTIONAL PRIME SHARES

SCHWAB VALUE ADVANTAGE MONEY FUND INSTITUTIONAL PRIME SHARES

Mutual fund investment and brokerage services
Owned by: Charles Schwab & Co., Inc.
Serial Number: 77027323

CSIM

CSIM

Investment advisory services, namely, managed account services
Owned by: Charles Schwab & Co., Inc.
Serial Number: 77036388

YOUR PARTNER IN TAX-SMART PHILANTHROPY

YOUR PARTNER IN TAX-SMART PHILANTHROPY

Charitable services, namely, providing donor-advised fund and charitable trust services for philanthropic purposes; providing…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 77063544

SCHWAB CHARITABLE

SCHWAB CHARITABLE

Charitable services, namely, providing donor-advised fund and charitable trust services for philanthropic purposes; providing…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 77063553

PLAN. CONVERT. GROW.

PLAN. CONVERT. GROW.

Business consultation services to independent financial investment advisors in the fields of client management and communications…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 77084919

BACKING THE INDEPENDENT

BACKING THE INDEPENDENT

Financial services, namely securities brokerage services, trust company custody services, and investment account information…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 77088861

GRA

GRA

Collection, preparation, and provision of business data and indices
Owned by: Charles Schwab & Co., Inc.
Serial Number: 77258033

SCHWAB BANK HIGH YIELD INVESTOR CHECKING

SCHWAB BANK HIGH YIELD INVESTOR CHECKING

Banking services, namely, checking accounts
Owned by: Charles Schwab & Co., Inc.
Serial Number: 77312118

SCHWAB STOCK LISTS

SCHWAB STOCK LISTS

Providing financial information and analysis in the field of investments
Owned by: Charles Schwab & Co., Inc.
Serial Number: 77360902

SCHWAB EQUITY RATINGS

SCHWAB EQUITY RATINGS

Providing financial information and analysis in the field of investments
Owned by: Charles Schwab & Co., Inc.
Serial Number: 77360904