Charles Schwab & Co., Inc. Trademarks
LAUDUS GROUP

LAUDUS GROUP

Mutual fund investment services; investment consultation services; portfolio and money management services; providing a…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78977941

Image Trademark

Image Trademark

Mutual fund investment services; portfolio and money management services; providing a website containing financial and investment…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78978016

LAUDUS

LAUDUS

Mutual fund investment services; investment consultation services; portfolio and money management services; providing a…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78978018

LAUDUS FUNDS

LAUDUS FUNDS

Mutual fund investment services; investment consultation services; portfolio and money management services; providing a…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78978033

COMMAND PERFORMANCE

COMMAND PERFORMANCE

Mutual fund investment services; investment consultation services; portfolio and money management services; providing a…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78978072

LAUDUS MARKETMASTERS FUNDS

LAUDUS MARKETMASTERS FUNDS

Mutual fund investment services; investment consultation services; investment portfolio and money management services; providing…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 78978153

SCHWAB ADVISOR TRANSITION SERVICES

SCHWAB ADVISOR TRANSITION SERVICES

Filed: April 6, 2010
Business consultation services for investment advisors in the field of succession planning; business consultation services…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 85007236

SCHWAB TRADE RULES

SCHWAB TRADE RULES

Filed: May 18, 2010
Providing a secure website featuring on-line non-downloadable software for use by institutional clients to monitor investment…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 85041935

MONEY MONDAYS

MONEY MONDAYS

Providing information in the fields of finance and investment by electronic means
Owned by: Charles Schwab & Co., Inc.
Serial Number: 85080816

ETF HQ

ETF HQ

Financial services, namely, brokerage services and investment analysis in the field of exchange-traded funds; providing…
Owned by: CHARLES SCHWAB & CO., INC.
Serial Number: 85080853

SCHWAB INTELLIGENT INTEGRATION

SCHWAB INTELLIGENT INTEGRATION

Software application programming interfaces, development tools and platforms provided to third party software developers…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 85137453

WINDHAVEN

WINDHAVEN

Filed: October 25, 2010
Financial and investment research, strategy, planning, advisory and brokerage services
Owned by: Charles Schwab & Co., Inc.
Serial Number: 85160545

WINDHAVEN INVESTMENT MANAGEMENT

WINDHAVEN INVESTMENT MANAGEMENT

Filed: October 26, 2010
Financial and investment research, strategy, planning, advisory and brokerage services
Owned by: Charles Schwab & Co., Inc.
Serial Number: 85161617

WINDHAVEN PORTFOLIOS

WINDHAVEN PORTFOLIOS

Financial and investment research, strategy, planning, advisory and brokerage services
Owned by: CHARLES SCHWAB & CO., INC.
Serial Number: 85161760

SCHWAB MANAGED ACCOUNT CENTRAL

SCHWAB MANAGED ACCOUNT CENTRAL

Filed: November 24, 2010
Providing a website for financial asset management firms to view and maintain their firm's separately managed account information…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 85184625

IT THINKS LIKE A TRADER.

IT THINKS LIKE A TRADER.

Filed: December 23, 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: 85204764

ETF SELECT LIST

ETF SELECT LIST

Filed: February 15, 2011
Downloadable electronic publications, namely, reports in the field of investing
Owned by: Charles Schwab & Co., Inc.
Serial Number: 85242468

WINDHAVEN INVESTMENT MANAGEMENT

WINDHAVEN INVESTMENT MANAGEMENT

Filed: April 21, 2011
Financial and investment research, strategy, planning, advisory and brokerage services
Owned by: Charles Schwab & Co., Inc.
Serial Number: 85301184

SCHWAB OPENVIEW INTEGRATED OFFICE

SCHWAB OPENVIEW INTEGRATED OFFICE

Software for use by investment managers for investment account creation, investment portfolio management, data management…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 85366881

SCHWAB INTELLIGENT TECHNOLOGIES

SCHWAB INTELLIGENT TECHNOLOGIES

Software application programming interfaces, development tools and platforms provided to third party financial services…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 85366886

CLIENTS SPEAK

CLIENTS SPEAK

Filed: July 18, 2011
Providing online user ratings and reviews of financial services and products
Owned by: Charles Schwab & Co., Inc.
Serial Number: 85373666

ETF INVESTOR SNAPSHOT

ETF INVESTOR SNAPSHOT

Filed: August 2, 2011
Reports in the field of exchange traded funds
Owned by: Charles Schwab & Co., Inc.
Serial Number: 85387448

SCHWAB

SCHWAB

Downloadable software in the nature of a mobile application for electronic check conversion and remote deposit services,…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 85409492

ON INVESTING

ON INVESTING

Downloadable software in the nature of a mobile application for viewing and sharing fixed content, interactive content,…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 85409499

TALK TO CHUCK

TALK TO CHUCK

Downloadable software in the nature of a mobile application for electronic check conversion and remote deposit services,…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 85409507

CHARLES SCHWAB

CHARLES SCHWAB

Filed: August 29, 2011
Downloadable software in the nature of a mobile application for electronic check conversion and remote deposit services,…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 85409510

CHARLES SCHWAB

CHARLES SCHWAB

Downloadable software in the nature of a mobile application for electronic check conversion and remote deposit services,…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 85409513

SCHWAB INDEX ADVANTAGE

SCHWAB INDEX ADVANTAGE

Filed: September 9, 2011
Retirement plan services, namely, investment, brokerage, plan administration and recordkeeping services
Owned by: Charles Schwab & Co., Inc.
Serial Number: 85418661

SCHWAB PERSONAL CONNECTION

SCHWAB PERSONAL CONNECTION

Financial advisory services relating to employee retirement plans, namely, providing information regarding retirement plans…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 85468719

SCHWAB EQUIVIEW MODELER

SCHWAB EQUIVIEW MODELER

Filed: November 9, 2011
Providing an online non-downloadable software application for use in analysis of equity compensation plan data
Owned by: Charles Schwab & Co., Inc.
Serial Number: 85468725

SCHWAB INVESTMENT MANAGER GATEWAY

SCHWAB INVESTMENT MANAGER GATEWAY

Providing a website for financial asset management firms that provides information about funds investment, namely, trades…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 85497405

SCHWAB RETIREMENT PLANNER

SCHWAB RETIREMENT PLANNER

Providing financial investment services in the field of retirement planning; banking services, namely, savings accounts;…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 85498624

SCHWAB EQUITY RATINGS INTERNATIONAL

SCHWAB EQUITY RATINGS INTERNATIONAL

Filed: December 22, 2011
Providing financial research in the area of international equities, and providing financial analysis of international equities…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 85502039

SCHWAB ASSET INTELLIGENCE

SCHWAB ASSET INTELLIGENCE

Providing a website for financial asset managers to access information regarding mutual funds and managed accounts
Owned by: Charles Schwab & Co., Inc.
Serial Number: 85533225

SCHWAB RETIREMENT INCOME VARIABLE ANNUITY

SCHWAB RETIREMENT INCOME VARIABLE ANNUITY

Investment management of and distribution of variable annuities
Owned by: Charles Schwab & Co., Inc.
Serial Number: 85606356

OH CHUCK! I BLEW MY CASH.

OH CHUCK! I BLEW MY CASH.

full line of financial and investment services
Owned by: Charles Schwab & Co., Inc.
Serial Number: 85639035

SCHWAB OPENVIEW MARKETSQUARE

SCHWAB OPENVIEW MARKETSQUARE

Providing an interactive website featuring reviews, ratings, and contact information concerning computer technology and…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 85768019

SCHWAB OPENVIEW WORKFLOW LIBRARY

SCHWAB OPENVIEW WORKFLOW LIBRARY

Providing a secured-access website that gives registered users the ability to view, copy, print, and download documents…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 85796672

SCHWAB ETF PORTFOLIO BUILDER

SCHWAB ETF PORTFOLIO BUILDER

Filed: December 11, 2012
Providing financial information; financial services, namely, planning and analysis services in the field of exchange-traded…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 85800028

THOMASPARTNERS

THOMASPARTNERS

Financial services, namely, asset, portfolio, and investment management, investment research, investment advice, and investment…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 85814966