SCHWAB PERSONALIZED OPTION OVERLAY 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 OPTION OVERLAY STRATEGIES mark changed to NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER .

On Monday, April 20, 2026, a U.S federal trademark application was filed for SCHWAB PERSONALIZED OPTION OVERLAY STRATEGIES by CHARLES SCHWAB & CO., INC., 3000 Schwab Way, Westlake, TX.

The USPTO has assigned the SCHWAB PERSONALIZED OPTION OVERLAY STRATEGIES mark the serial number 99776087. The SCHWAB PERSONALIZED OPTION OVERLAY STRATEGIES mark has been filed in the category Insurance and Financial Services.

The owner of the SCHWAB PERSONALIZED OPTION OVERLAY STRATEGIES mark is listed as CHARLES SCHWAB & CO., INC., 3000 Schwab Way, Westlake, TX. The correspondent for the SCHWAB PERSONALIZED OPTION OVERLAY 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 OPTION OVERLAY STRATEGIES mark, please contact the owner through the listed correspondent.

The description provided for the SCHWAB PERSONALIZED OPTION OVERLAY 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 ...
Word Mark: SCHWAB PERSONALIZED OPTION OVERLAY STRATEGIES
Status: NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status Date: 04/20/2026
Serial Number: 99776087
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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