Trademark owner · USPTO register · rebuilt nightly

Charles Schwab & Co., Inc.

237 live US trademarks, filing since 1985. The 7th largest trademark holder in Class 36 (insurance & finance). 5 new applications filed this year.

Live marks
237
registered + pending
Registered
222
on the Principal Register
Pending
15
applications in progress
Filed in 2026
5
1 intent to use
Classes used
8
of 45 Nice classes
First filing
1985
41 years on the register
At a glanceplain-language reads of the register
Mostly insurance & finance: 156 of 237 live marks are in Class 36. Education & entertainment (Class 41) is next with 58.
New products ahead: 1 of the 5 filings this year are intent-to-use applications, meaning the goods are not yet on sale.
8 registrations have a maintenance filing due in the next 12 months, 2 already in the grace period.
1 mark was abandoned, cancelled or expired in the last 12 months.
Filing activityapplications per year, by filing date
0 12 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 5 so far

Marks held on the register, by filing date. 2026 is year to date.

Portfolio by classlive marks · rank among filers in that class

A multi-class mark counts once per class. Rank shown where the owner is in the class's top 50.

Latest activity

What Charles Schwab & Co., Inc. filed most recently.

MarkClassFiledBasisStatusSerial
SCHWAB PRIVATE COMPANY INDEX 35 Jul 1, 2026 — pending 99917220
SCHWAB PERSONALIZED OPTION OVERLAY STRATEGIES 36 Apr 20, 2026 — pending 99776087
SCHWAB PERSONALIZED LONG-SHORT STRATEGIES 36 Apr 20, 2026 — pending 99776094
SCHWAB PRIVATE COMPANY FUND 36 Apr 7, 2026 intent to use pending 99749423
MARKET MILES 41 Mar 28, 2026 — published 99730899
SCHWAB MONEYWISE TEENS 36, 41 Nov 17, 2025 — pending 99499930
SCH WAB 9, 35, 36, 41, 42 Oct 3, 2025 — pending 99403277
WASMER SCHROEDER STRATEGIES 36 Oct 3, 2025 — published 99426712
SCH WAB 9, 35, 36, 41, 42 Oct 3, 2025 — registered Jul 7 99427729
SCHWAB CRYPTO 9, 36, 42 Sep 4, 2025 — pending 99375426
Recently registeredlast 12 months
SCH WAB · Cl. 9, 35, 36, 41, 42 · Reg. 8,331,639
Jul 7, 2026

Registration starts the maintenance clock: a Section 8 declaration is due between years 5 and 6.

Maintenance windows aheadnext 12 months · from registration dates
TRADING UP-CLOSE · Reg. 6,065,499 · registered May 2020
Section 8 declaration (years 5–6) · in grace period until Nov 26, 2026
May 26, 2025 → May 26, 2026
SCHWAB INTELLIGENT INCOME · Reg. 6,114,235 · registered Jul 2020
Section 8 declaration (years 5–6) · in grace period until Jan 28, 2027
Jul 28, 2025 → Jul 28, 2026
SCHWAB CHAIRMAN'S CIRCLE · Reg. 5,070,259 · registered Oct 2016
Section 8 & 9 renewal (year 10)
Oct 25, 2025 → Oct 25, 2026
SCHWAB FILMS · Reg. 6,206,532 · registered Nov 2020
Section 8 declaration (years 5–6)
Nov 24, 2025 → Nov 24, 2026
WHERE SMART INVESTORS GET SMARTER · Reg. 6,206,761 · registered Nov 2020
Section 8 declaration (years 5–6)
Nov 24, 2025 → Nov 24, 2026
SCHWAB INTELLIGENT PORTFOLIOS · Reg. 5,100,394 · registered Dec 2016
Section 8 & 9 renewal (year 10)
Dec 13, 2025 → Dec 13, 2026
SCHWAB ALTERNATIVE INVESTMENT ACCESS · Reg. 5,105,950 · registered Dec 2016
Section 8 & 9 renewal (year 10)
Dec 20, 2025 → Dec 20, 2026
SOLUTIONS · Reg. 3,198,967 · registered Jan 2007
Section 8 & 9 renewal (year 20)
Jan 16, 2026 → Jan 16, 2027

A filing missed by the due date enters a six-month grace period, then the registration cancels.

Lapsed or droppedstatus changes · last 12 months
SCHWAB INTELLIGENT PORTFOLIOS PREMIUM · Cl. 36, 42 · was registered
cancelled Oct 19

Recorded as the nightly register update observes them. A cancelled or expired mark no longer blocks a new filing of the same name.

Names on the registerwhat this page merges, and what it leaves out
CHARLES SCHWAB & CO., INC. · 237 live marks
included
The Charles Machine Works, Inc. · 54 live marks · may be a related company
separate page
Charles Komar & Sons, Inc. · 52 live marks · may be a related company
separate page
Charles River Laboratories, Inc. · 50 live marks · may be a related company
separate page
Charles And Friends LLC · 38 live marks · may be a related company
separate page
Charles E. Runels, Jr. · 21 live marks · may be a related company
separate page

Spellings are merged when they differ only in punctuation or legal suffix. Anything else stays separate rather than guessed.

Common questions

About Charles Schwab & Co., Inc. trademarks.

How many trademarks does Charles Schwab & Co., Inc. have?

237 live US trademarks as of October 23, 2026: 222 registered and 15 pending applications. 5 were filed in 2026 so far.

What does Charles Schwab & Co., Inc. sell, according to its trademarks?

Mostly insurance & finance (Class 36, 156 live marks). Also education & entertainment (Class 41) and science & technology (saas) (Class 42).

Who owns the MUTUAL FUND MARKETPLACE trademark?

MUTUAL FUND MARKETPLACE is owned by Charles Schwab & Co., Inc.. It was registered on September 10, 1985 (Reg. No. 1359681) and is live. The same owner holds 236 other live US marks.

When did Charles Schwab & Co., Inc. first file a trademark?

Its oldest live US filing dates from 1985: MUTUAL FUND MARKETPLACE, filed March 5, 1985.

Know the morning after Charles Schwab & Co., Inc. files.

Watch this company in Thorgate and get an alert for every new application, registration, publication and lapse, with the opposition deadline already worked out. Or monitor your own marks for conflicts with theirs.

Data: USPTO trademark bulk files, processed nightly by Thorgate. Last rebuilt October 23, 2026. Counts cover the US federal register only, not state or foreign marks. Owner names are shown as recorded by the USPTO. This page reports public-record facts and dates and is not legal advice. For the official record of any mark, follow its serial number to USPTO TSDR.