Charles Schwab & Co., Inc. Trademarks
SCHWAB INCOME CHOICE VARIABLE ANNUITY

SCHWAB INCOME CHOICE VARIABLE ANNUITY

Investment management of and distribution of variable annuities
Owned by: Charles Schwab & Co., Inc.
Serial Number: 77389994

SCHWABSAFE

SCHWABSAFE

On-line security services, namely, providing security assurance for user identity, financial data, and financial transactions…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 77395851

CHARLES SCHWAB ON INVESTING

CHARLES SCHWAB ON INVESTING

Periodical publications pertaining to news, research, investments, finance, financial planning, and investment strategy
Owned by: Charles Schwab & Co., Inc.
Serial Number: 77418596

SCHWAB INDEXED RETIREMENT TRUST FUNDS

SCHWAB INDEXED RETIREMENT TRUST FUNDS

Financial services, namely, investment services in the field of collective investment trusts
Owned by: Charles Schwab & Co., Inc.
Serial Number: 77502284

CHARLES SCHWAB

CHARLES SCHWAB

full line of financial and investment services
Owned by: Charles Schwab & Co., Inc.
Serial Number: 77529790

CHARLES SCHWAB

CHARLES SCHWAB

full line of financial and investment services
Owned by: Charles Schwab & Co., Inc.
Serial Number: 77529800

SCHWAB

SCHWAB

full line of financial and investment services
Owned by: Charles Schwab & Co., Inc.
Serial Number: 77529805

TALK TO CHUCK

TALK TO CHUCK

Brokerage services in the fields of financial securities, stocks, bonds, money market funds, mutual funds, commodities,…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 77540514

SCHWAB REAL LIFE RETIREMENT

SCHWAB REAL LIFE RETIREMENT

Electronic publications recorded on computer media and downloadable electronic publications, namely, booklets, leaflets,…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 77540855

INVEST FIRST

INVEST FIRST

Credit card services
Owned by: Charles Schwab & Co., Inc.
Serial Number: 77553014

Image Trademark

Image Trademark

Banking services, namely, home equity lines of credit, certificates of deposit, checking accounts, savings accounts, money…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 77555696

IT'S WHERE PEOPLE'S MONEY IS GOING.

IT'S WHERE PEOPLE'S MONEY IS GOING.

Brokerage services in the fields of financial securities, stocks, bonds, money market funds, mutual funds, and stock options…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 77558005

IT'S PEOPLE'S MONEY.

IT'S PEOPLE'S MONEY.

Brokerage services in the fields of financial securities, stocks, bonds, money market funds, mutual funds, and stock options…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 77558015

INCOME MUTUAL FUND SELECT LIST

INCOME MUTUAL FUND SELECT LIST

Newsletters in the field of investing
Owned by: Charles Schwab & Co., Inc.
Serial Number: 77591231

SCHWAB BANK HIGH YIELD INVESTOR SAVINGS

SCHWAB BANK HIGH YIELD INVESTOR SAVINGS

Banking services, namely, savings accounts
Owned by: Charles Schwab & Co., Inc.
Serial Number: 77683221

CHARLES SCHWAB ADVISOR SERVICES

CHARLES SCHWAB ADVISOR SERVICES

Printed material, namely, leaflets, brochures, and pamphlets in the field of investments
Owned by: CHARLES SCHWAB & CO., INC.
Serial Number: 77732510

CHARLES SCHWAB CORPORATE SERVICES

CHARLES SCHWAB CORPORATE SERVICES

Administrative and record keeping services, namely, shareholder record keeping services
Owned by: Charles Schwab & Co., Inc.
Serial Number: 77760757

SCHWAB DATA DELIVERY

SCHWAB DATA DELIVERY

Filed: October 23, 2009
Downloadable computer software for use by investment managers for investment portfolio management, namely portfolio accounting…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 77856105

MANAGED ACCOUNT CONNECTION

MANAGED ACCOUNT CONNECTION

Filed: December 4, 2009
Financial services provided to investors, namely, securities trading and brokerage services and custody of assets [; providing…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 77886173

SCHWAB ADVISOR UNIVERSITY

SCHWAB ADVISOR UNIVERSITY

Filed: December 17, 2009
Educational services, namely, providing online training sessions for investment advisors in the fields of practice management…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 77895823

STREETSMART EDGE

STREETSMART EDGE

Filed: January 15, 2010
Downloadable computer software for use in on-line trading of securities and portfolio management in the fields of finance…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 77912829

INVESTORS RULE

INVESTORS RULE

Brokerage services in the fields of financial securities, stocks, bonds, money market funds, mutual funds, exchange traded…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 77926962

ADVANTAGE

ADVANTAGE

Filed: February 3, 2010
Educational services, namely, conferences in the fields of investment, finance, [ financial planning, ] portfolio management…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 77926965

INSIGHTS PUBLISHER

INSIGHTS PUBLISHER

Providing a web site that gives asset management firms the ability to upload, share and publish content relating to financial…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 77945808

SCHWAB ADVISOR CENTER

SCHWAB ADVISOR CENTER

Filed: March 17, 2010
Investment management services via the internet that allow investment managers to create investment accounts for their clients…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 77961022

SCHWAB MUTUAL FUND SHORT LIST

SCHWAB MUTUAL FUND SHORT LIST

Providing information and analysis in the field of financial investments, via the Internet
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78142630

SCHWAB SIGNATURE ALLIANCE

SCHWAB SIGNATURE ALLIANCE

Brokerage services in the fields of financial securities, stocks, bonds, mutual funds, money market funds, commodities,…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78151551

AVAILABLE THROUGH CHARLES SCHWAB MUTUAL FUND ONESOURCE

AVAILABLE THROUGH CHARLES SCHWAB MUTUAL FUND ONESOURCE

Financial services in the nature of mutual fund brokerage services
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78232738

SCHWAB SERVICE SCORECARD

SCHWAB SERVICE SCORECARD

Business evaluation of plan management services provided to plan sponsors in the field of retirement investments
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78258462

SCHWAB CUSTOM SOLUTIONS

SCHWAB CUSTOM SOLUTIONS

Annuity investment services
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78274553

CHARLES SCHWAB BANK

CHARLES SCHWAB BANK

Banking services, mortgage services, home equity lines of credit, certificates of deposit, checking accounts, savings accounts…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78277173

CHARLES SCHWAB BANK

CHARLES SCHWAB BANK

Credit card services
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78277179

CHARLES SCHWAB EQUITY SNAPSHOT REPORT

CHARLES SCHWAB EQUITY SNAPSHOT REPORT

Downloadable electronic publications in the nature of a report in the field of investments
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78279239

SCHWAB ADVISOR TRANSITION SUPPORT

SCHWAB ADVISOR TRANSITION SUPPORT

Business consultation services provided to investment advisors to institutionalize their practice in the field of succession…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78313571

SCHWAB ADVISED INVESTING SIGNATURE

SCHWAB ADVISED INVESTING SIGNATURE

Printed materials, namely, newsletters in the fields of investing, finance, financial planning, investment strategy, business…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78331759

SCHWAB RETIREMENT ADVANTAGE MONEY FUND

SCHWAB RETIREMENT ADVANTAGE MONEY FUND

Securities brokerage and investment services, namely, money market funds; investment advice and management services in the…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78339129

SCHWAB ADVISOR CASH RESERVES

SCHWAB ADVISOR CASH RESERVES

Securities brokerage and investment services, namely, money market funds; investment advice and management services in the…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78339414

Image Trademark

Image Trademark

[ Providing professional referrals in the fields of investment advice, portfolio management, financial planning, retirement…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78352094

Image Trademark

Image Trademark

Providing professional referrals in the fields of investment advice, portfolio management, financial planning, retirement…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78352098

CONNECT

CONNECT

Educational services, namely conducting classes, seminars, workshops, and conferences for investment advisors in the fields…
Owned by: CHARLES SCHWAB & CO., INC.
Serial Number: 78358993