Charles Schwab & Co., Inc. Trademarks
MUTUAL FUND ONESOURCE SELECT LIST

MUTUAL FUND ONESOURCE SELECT LIST

Newsletters in the field of investing
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78364272

Image Trademark

Image Trademark

BROKERAGE SERVICES IN THE FIELDS OF FINANCIAL SECURITIES, STOCKS, BONDS, MONEY MARKET FUNDS, MUTUAL FUNDS, COMMODITIES,…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78373270

SCHWAB EQUITY AWARD CENTER

SCHWAB EQUITY AWARD CENTER

Providing online financial information for employees, namely, current equity compensation information; providing online…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78401114

NOW YOU CAN! HOMEBUYERS FAIR

NOW YOU CAN! HOMEBUYERS FAIR

Sponsoring, organizing, arranging and conducting trade shows, exhibitions and fairs in the field of real estate, residential…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78402021

VALUE ADVANTAGE SHARES

VALUE ADVANTAGE SHARES

Financial services, namely mutual fund investment services
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78402792

SELECT SHARES

SELECT SHARES

Mutual fund investment services
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78473242

SIGNATURE SELECT LIST

SIGNATURE SELECT LIST

Providing information and analysis in the field of financial investments via the Internet
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78474808

MARKETMASTERS

MARKETMASTERS

Mutual fund investment services; investment consultation services; investment portfolio and money management services; providing…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78487309

MANAGED ACCOUNT AFFILIATES

MANAGED ACCOUNT AFFILIATES

Investment consultation; investment management; investment of funds for others; financial planning; financial research;…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78497074

SCHWAB BANK

SCHWAB BANK

Banking services, mortgage services, home equity lines of credit, [ certificates of deposit, ] checking accounts, savings…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78506318

PLEDGED ASSET LINE

PLEDGED ASSET LINE

financial lending services, namely, securities-based credit services
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78506623

SCHWAB INVESTING INSIGHTS

SCHWAB INVESTING INSIGHTS

[ Periodical publications, namely, newsletters in the fields of investing, financial planning, investment strategy, current…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78510958

SCHWAB PREMIER EQUITY FUND

SCHWAB PREMIER EQUITY FUND

Mutual fund investment services
Owned by: CHARLES SCHWAB & CO., INC.
Serial Number: 78525427

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: 78562966

SCHWAB VALUE ADVANTAGE INVESTMENTS

SCHWAB VALUE ADVANTAGE INVESTMENTS

Financial services, namely mutual fund investment services
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78576296

SCHWAB MARKET KNOWLEDGE TOOLS

SCHWAB MARKET KNOWLEDGE TOOLS

Publications, namely, newsletters and reports in the fields of [investing, financial planning, investment strategy,] business…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78595294

SCHWAB MUTUAL FUND REPORT CARD

SCHWAB MUTUAL FUND REPORT CARD

Downloadable electronic publications in the nature of reports providing information and analysis in the field of financial…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78606796

MANAGED ACCOUNT ACCESS

MANAGED ACCOUNT ACCESS

Financial services provided to investment advisors and consultants, namely, providing custody of assets, financial research…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78627452

SCHWAB RETIREMENT READINESS SCORE

SCHWAB RETIREMENT READINESS SCORE

Providing financial investment services in the field of retirement planning
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78688974

STREETSMART

STREETSMART

Investment brokerage services and securities investment services provided electronically and via the Internet, namely, electronic…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78689633

STREETSMART.COM

STREETSMART.COM

Investment brokerage services and securities investment services provided electronically and via the Internet, namely, electronic…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78689662

CLIENT CENTRAL

CLIENT CENTRAL

Computer application software to consolidate the display of financial investment information in the form of spreadsheets…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78702474

SELECT LIST

SELECT LIST

Newsletters in the field of investing
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78726511

SCHWAB PERSONAL RETIREMENT ANSWERS

SCHWAB PERSONAL RETIREMENT ANSWERS

Investment brokerage and investment consultation services, providing of financial information by electronic means, phone…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78734496

EMPLOYEE INVESTOR

EMPLOYEE INVESTOR

Downloadable electronic publications, namely, newsletters in the fields of investing, financial management and retirement…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78752595

SCHWAB ONESOURCE ANNUITY

SCHWAB ONESOURCE ANNUITY

Annuity services, namely, distribution of variable annuities
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78771756

SCHWAB INVESTOR MONEY FUND

SCHWAB INVESTOR MONEY FUND

Financial services, namely mutual fund investment services
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78774453

CHARLES R. SCHWAB IMPACT AWARD

CHARLES R. SCHWAB IMPACT AWARD

Providing recognition and incentives by the way of awards to demonstrate excellence in the field of financial investment
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78815579

IMPACT AWARDS

IMPACT AWARDS

Providing recognition and incentives by the way of awards to demonstrate excellence in the field of financial investment
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78815600

I

I

Providing recognition and incentives by the way of awards to demonstrate excellence in the field of financial investment
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78815603

GROWTHPOINT

GROWTHPOINT

Marketing and business development services provided to investment advisors, namely business consulting and strategic planning…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78839959

SCHWAB CD ONESOURCE

SCHWAB CD ONESOURCE

Brokerage services in the field of certificates of deposit; investment services in the field of certificates of deposit;…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78852827

SCHWAB BOND ONESOURCE

SCHWAB BOND ONESOURCE

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: 78852829

SCHWAB RETIREMENT SMART STEPS

SCHWAB RETIREMENT SMART STEPS

Providing investment services, information and financial analysis in the fields of securities financial investment and financial…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78860256

CHARLES SCHWAB INVESTMENT MANAGEMENT PERSPECTIVES

CHARLES SCHWAB INVESTMENT MANAGEMENT PERSPECTIVES

Downloadable electronic publications, namely, newsletters and reports in the field financial investments
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78869903

SCHWAB VIEWPOINTS FUND

SCHWAB VIEWPOINTS FUND

Mutual fund investment services
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78878254

SOLUTIONS

SOLUTIONS

Arranging and conducting educational conferences, seminars, and workshops relating to the operation of investment advisory…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78891552

SCHWAB EQUIVIEW

SCHWAB EQUIVIEW

Providing online non-downloadable software for use in administration of equity compensation plans
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78945105

SCHWAB INDUSTRY RATINGS

SCHWAB INDUSTRY RATINGS

providing financial information and analysis in the field of investments
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78967499

LAUDUS FUNDS

LAUDUS FUNDS

Mutual fund investment services; portfolio and money management services; providing a website containing financial and investment…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78977886