USPTO trademark

SCHWAB PERSONALIZED OPTION OVERLAY STRATEGIES

Under examinationUSPTOWord markClass 36

"SCHWAB PERSONALIZED OPTION OVERLAY STRATEGIES" is a word mark owned by Charles Schwab & Co., Inc., filed at the USPTO on April 20, 2026. It is under examination and covers class 36 (Insurance and Financial).

View Charles Schwab & Co., Inc. portfolioGet this data via the API
Official USPTO record
SCHWAB PERSONALIZED OPTION OVERLAY STRATEGIES trademark as filed
As filed with the USPTO
Status
Under examination
Since September 14, 2026
Filed
April 20, 2026
Registered
Not yet
Expires
Not recorded
Application no.
99776087
Registration no.
Not yet
Office
USPTO
United States Patent and Trademark Office
Mark type
Word mark
1 class
Ownership

Who owns SCHWAB PERSONALIZED OPTION OVERLAY STRATEGIES

The owner on file, matched to the company behind it. Every owner-name spelling for that company is grouped on its page.

Owner

Charles Schwab & Co., Inc.

SCHW · Westlake, United States

1,002 trademarks in the portfolioView company

Representative

Louise Arnott

Michael Best & Friedrich LLP

Goods and services

What the mark covers

The products and services SCHWAB PERSONALIZED OPTION OVERLAY STRATEGIES is filed for, grouped by Nice class.

  • 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

History

What has happened so far

Steps recorded by the USPTO, newest first.

  1. Notification of non-final action e-mailed
  2. Non-final action e-mailed
  3. Non-final action written
  4. Assigned to examiner
  5. New application office supplied data entered
  6. Application filing receipt mailed
  7. New application entered
FAQ

About SCHWAB PERSONALIZED OPTION OVERLAY STRATEGIES

Who owns the trademark "SCHWAB PERSONALIZED OPTION OVERLAY STRATEGIES"?

The USPTO trademark "SCHWAB PERSONALIZED OPTION OVERLAY STRATEGIES" (application 99776087) is owned by Charles Schwab & Co., Inc.

What is the status of "SCHWAB PERSONALIZED OPTION OVERLAY STRATEGIES"?

Its status at the USPTO is: under examination.

API

Get this data via the API

Everything on this page comes from the Signa API. Pull SCHWAB PERSONALIZED OPTION OVERLAY STRATEGIES and marks like it into your own product with one request.

  • GET/v1/trademarks/{id}

    The full record: owners, classes, dates and images

  • GET/v1/trademarks/{id}/events

    Every step in the office history

  • GET/v1/proceedings?trademark_id={id}

    Oppositions and cancellations against the mark

Get API keyView docs
GET /v1/trademarks/{id}
ID=tm_019db7f0-5cb9-72e8-8da1-812ecda1f099
curl https://api.signa.so/v1/trademarks/$ID \
  -H "Authorization: Bearer $SIGNA_API_KEY"
Response
{
  "id": "tm_019db7f0-5cb9-72e8-8da1-812ecda1f099",
  "object": "trademark",
  "mark_text": "SCHWAB PERSONALIZED OPTION OVERLAY STRATEGIES",
  "status": {
    "primary": "pending",
    "stage": "examining"
  },
  "office_code": "US",
  "application_number": "99776087",
  "filing_date": "2026-04-20",
  "nice_classes": [
    36
  ],
  "owners": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "entity_id": "ent_019fdfcc-2282-772a-bdf4-a6dd9a48024b"
    }
  ]
}