Charles Schwab & Co., Inc. Trademarks
SCHWAB STARTER KIT

SCHWAB STARTER KIT

Filed: July 19, 2021
Financial information provided by electronic means in the field of investment, finance, business, financial planning, portfolio…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 90836698

EQUIVIEW

EQUIVIEW

Filed: August 26, 2021
Providing online non-downloadable software for use in administration of equity compensation plans
Owned by: Charles Schwab & Co., Inc.
Serial Number: 90904702

CHARLES SCHWAB

CHARLES SCHWAB

Filed: January 11, 2022
Providing financial and investment information, financial and investment news, financial and investment research, financial…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 97213466

WINDHAVEN STRATEGIES

WINDHAVEN STRATEGIES

Filed: January 14, 2022
Financial and investment research, strategy, planning, advisory and brokerage services, asset and portfolio management
Owned by: Charles Schwab & Co., Inc.
Serial Number: 97220654

WINDHAVEN STRATEGIES

WINDHAVEN STRATEGIES

Filed: January 14, 2022
Financial and investment research, strategy, planning, advisory and brokerage services, asset and portfolio management
Owned by: Charles Schwab & Co., Inc.
Serial Number: 97220662

SCHWAB CHARITABLE

SCHWAB CHARITABLE

Filed: February 9, 2022
Charitable services, namely, providing donor-advised fund services to others in the nature of accepting, managing, investing…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 97259711

SCHWAB CHARITABLE

SCHWAB CHARITABLE

Filed: February 18, 2022
Charitable services, namely, providing donor-advised fund services to others in the nature of accepting, managing, investing…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 97275139

SCHWAB CHARITABLE

SCHWAB CHARITABLE

Filed: February 18, 2022
Charitable services, namely, providing donor-advised fund services to others in the nature of accepting, managing, investing…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 97275143

THOMASPARTNERS STRATEGIES

THOMASPARTNERS STRATEGIES

Filed: February 25, 2022
Financial strategy, planning, advisory and brokerage services in the fields of finance and financial investments, financial…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 97285106

BEYOND TRADING BY SCHWAB

BEYOND TRADING BY SCHWAB

Filed: May 4, 2022
Educational and entertainment services, namely, providing an ongoing online, non-downloadable multimedia program in the…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 97395109

SCHWAB CRYPTO ECONOMY INDEX

SCHWAB CRYPTO ECONOMY INDEX

Filed: July 5, 2022
Offering investment fund services in the nature of exchange traded funds and index funds based on a proprietary investment…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 97489290

EQUIVIEW MODELER

EQUIVIEW MODELER

Filed: July 6, 2022
Providing an online non-downloadable software application for use in managing an equity program and analysis of equity compensation…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 97491874

IREBAL

IREBAL

Filed: July 27, 2022
Providing online non-downloadable software for financial management, namely, cash management, tax loss harvesting, and rebalancing…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 97522813

SCHWAB CRYPTO THEMATIC INDEX

SCHWAB CRYPTO THEMATIC INDEX

Filed: August 9, 2022
Offering investment fund services in the nature of exchange traded funds and index funds based on a proprietary investment…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 97541692

RIACONNECT TALENT ADVANTAGE

RIACONNECT TALENT ADVANTAGE

Filed: October 10, 2022
Downloadable electronic publications in the nature of brochures and reports in the field of promoting and fostering diversity…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 97626199

SCHWABSAFE

SCHWABSAFE

Filed: November 1, 2022
Providing online non-downloadable videos, and electronic publications in the nature of brochures, and guides, all in the…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 97658432

CRAFT INVESTING

CRAFT INVESTING

Filed: January 24, 2023
Financial analysis; Providing information and research in the field of finance and financial investments; Securities trading…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 97766466

SCHWAB NETWORK

SCHWAB NETWORK

Filed: February 24, 2023
Financial analysis; Financial information provided by electronic means in the field of finance and financial investments…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 97811230

SCHWAB COACHING

SCHWAB COACHING

Filed: May 9, 2023
Educational services, namely, providing live and on-line seminars, webcasts, workshops, and events in the field of finance…
Owned by: Charles Schwab & Co., Inc.
Serial Number: 97928193