Trademark: 87033249
Word
SCHWAB INTELLIGENT PORTFOLIOS
Status
Registered
Status Code
702
Status Date
Friday, June 9, 2023
Serial Number
87033249
Registration Number
5100394
Registration Date
Tuesday, December 13, 2016
Mark Type
4000
Filing Date
Wednesday, May 11, 2016
Published for Opposition
Tuesday, September 27, 2016

Trademark Owner History
Charles Schwab & Co., Inc. - Original Registrant

Classifications
9 downloadable software, namely, mobile applications for establishing managed personal investment accounts; downloadable software, namely, mobile applications for accessing, viewing, downloading, sharing, managing and saving personal investment account data; downloadable software, namely, mobile applications for accessing, viewing, downloading, sharing and saving news, research and information in the fields of finance and investing
36 providing automated and customized personal financial, investment management and advisory services, namely, management of securities portfolios through providing personal financial investment accounts, monitoring for investment purposes of financial and investment account transactions and account balances, and reporting for financial investment accounts, each through a global computer network; providing information and analysis in the field of financial investments
42 providing temporary use of online, non-downloadable interactive software for managing, monitoring and creating reports for personal financial and investment accounts; providing temporary use of online, non-downloadable interactive software that features news, research and information in the field of financial investments and featuring on-line community tools for interacting with others in the field of financial investments; providing temporary use of online, non-downloadable interactive software for establishing managed personal investment accounts
"PORTFOLIOS"

Trademark Events
Dec 7, 2023
Teas Change Of Correspondence Received
Dec 7, 2023
Attorney/Dom.Rep.Revoked And/Or Appointed
Dec 7, 2023
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
Dec 7, 2023
Applicant/Correspondence Changes (Non-Responsive) Entered
Dec 7, 2023
Teas Change Of Owner Address Received
Jun 9, 2023
Notice Of Acceptance Of Sec. 8 & 15 - E-Mailed
Jun 9, 2023
Registered - Sec. 8 (6-Yr) Accepted & Sec. 15 Ack.
Jun 9, 2023
Case Assigned To Post Registration Paralegal
Jan 30, 2023
Teas Change Of Correspondence Received
Jan 30, 2023
Teas Withdrawal Of Attorney Received-Firm Retains
Jan 30, 2023
Attorney/Dom.Rep.Revoked And/Or Appointed
Jan 30, 2023
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
Dec 6, 2022
Teas Section 8 & 15 Received
Dec 13, 2021
Courtesy Reminder - Sec. 8 (6-Yr) E-Mailed
Jan 24, 2019
Attorney/Dom.Rep.Revoked And/Or Appointed
Jan 24, 2019
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
Dec 13, 2016
Registered-Principal Register
Sep 27, 2016
Official Gazette Publication Confirmation E-Mailed
Sep 27, 2016
Published For Opposition
Sep 7, 2016
Notification Of Notice Of Publication E-Mailed
Aug 19, 2016
Approved For Pub - Principal Register
Aug 9, 2016
Assigned To Examiner
May 16, 2016
New Application Office Supplied Data Entered
May 14, 2016
New Application Entered

Trademark Alertz updated from USPTO on 2030-01-24