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SCHWAB PERSONALIZED LONG-SHORT STRATEGIES
By: CHARLES SCHWAB & CO., INC.
Investment management; Investment consultation; Investment advisory services; Financial investment brokerage services; Financial planning; Providing information in the field of financial stock and equity markets; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, coordination, within a single account, of an investment portfolio's ...
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Status Alert: On Monday, April 20, 2026, the status for the SCHWAB PERSONALIZED LONG-SHORT STRATEGIES mark changed to NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER .
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On Monday, April 20, 2026, a U.S federal trademark application was filed for SCHWAB PERSONALIZED LONG-SHORT STRATEGIES by CHARLES SCHWAB & CO., INC., 3000 Schwab Way, Westlake, TX. The USPTO has assigned the SCHWAB PERSONALIZED LONG-SHORT STRATEGIES mark the serial number 99776094. The SCHWAB PERSONALIZED LONG-SHORT STRATEGIES mark has been filed in the category Insurance and Financial Services. The owner of the SCHWAB PERSONALIZED LONG-SHORT STRATEGIES mark is listed as CHARLES SCHWAB & CO., INC., 3000 Schwab Way, Westlake, TX. The correspondent for the SCHWAB PERSONALIZED LONG-SHORT STRATEGIES mark is Louise Arnott Michael Best & Friedrich LLP of 444 W. Lake Street, Suite 3200, Chicago, IL 60606, UNITED STATES. If you have licensing, usage or other questions concerning the SCHWAB PERSONALIZED LONG-SHORT STRATEGIES mark, please contact the owner through the listed correspondent. The description provided for the SCHWAB PERSONALIZED LONG-SHORT STRATEGIES mark is Investment management; Investment consultation; Investment advisory services; Financial investment brokerage services; Financial planning; Providing information in the field of financial stock and equity markets; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, coordination, within a single account, of an investment portfolio's ... |
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| Word Mark: | SCHWAB PERSONALIZED LONG-SHORT STRATEGIES |
| Status: | NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date: | 04/20/2026 |
| Serial Number: | 99776094 |
| Filing Date: | 04/20/2026 |
| Registration Number: | Not Available |
| Registration Date: | Not Available |
| Goods and Services: | Investment management; Investment consultation; Investment advisory services; Financial investment brokerage services; Financial planning; Providing information in the field of financial stock and equity markets; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial asset management |
| Type Of Mark: | Service Mark |
| Register Type: | Principal |
| Published For Opposition Date: | Not Available |
| Current Owner: | CHARLES SCHWAB & CO., INC. 3000 Schwab Way Westlake, TX 76262 UNITED STATES |
| Mark Description: | Not Available |
| Mark Drawing Type: | Not Available |
| Design Search: | Not Available |
| Disclaimer: | Not Available |
| Correspondent: | Louise Arnott Michael Best & Friedrich LLP 444 W. Lake Street, Suite 3200 Chicago, IL 60606 UNITED STATES |
Class Information
| International Class(es): | 036 |
| US Class(es): | 100, 101, 102 |
| Primary Class: | Insurance; financial affairs; monetary affairs; real estate affairs. |
| Class(es) Status: | Active |
| First Use Anywhere: | Not Available |
| First Use In Commerce: | Not Available |
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