Serial Number: 76202347

Word Mark: WHEN WE CREATED A SMARTER KIND OF INVESTMENT FIRM, WE CREATED A SMARTER KIND OF INVESTOR

Goods and Services: (ABANDONED) IC 036. US 100 101 102. G & S: Brokerage services in the fields of financial securities, stocks, bonds, mutual funds, money market funds, commodities, futures, stock options, and indices of financial securities; investment services in the fields of financial securities, stocks, bonds, mutual funds, money market funds, commodities, futures, stock options, and indices of financial securities; investment advice in the fields of financial securities, stocks, bonds, mutual funds, money market funds, commodities, futures, stock options, and indices of financial securities; securities brokerage account services that feature an interest bearing feature for cash between investments, electronic cash transactions, and margin loan services; debit card services; check processing and bill payment services; variable annuity services, namely, underwriting, administration, and distribution of variable annuity investments; investment account information services, namely, providing brokerage account information and investment account information by telephone, by electronic means, and via a global communications network; administration of employee benefit plans; financial planning services; insurance services, namely, brokerage in the field of life insurance; cash management account services; fixed income investment services; electronic fund transfer services; providing financial planning and investment strategy information and analysis via a global communications network; providing access to news, information, research, databases, and analysis in the fields of investing, finance, financial planning, business, and economics via a global communication network; providing portfolio management services; providing portfolio management services via a global communications network. providing a website containing financial and investment information, financial and investment news, financial and investment research, financial and investment databases, all for use by investors in the analysis of investments, finances, and financial planning. FIRST USE: 19990800. FIRST USE IN COMMERCE: 19990800

(ABANDONED) IC 041. US 100 101 107. G & S: Educational services, namely, conducting seminars, classes, conferences, and workshops in the fields of investment, finance, financial planning, portfolio management, retirement planning, money management, investment strategy and asset allocation. FIRST USE: 19990800. FIRST USE IN COMMERCE: 19990800

Mark Drawing Code: (1) TYPED DRAWING

Filing Date: 01/29/2001

Current Basis: 1A

Original Filing Basis: 1A

Owner: (APPLICANT) Charles Schwab & Co., Inc. CORPORATION CALIFORNIA 101 Montgomery Street San Francisco CALIFORNIA 94104

Attorney of Record: Brian Keating

Type of Mark: SERVICE MARK

Register: PRINCIPAL

Live/Dead Indicator: DEAD

SiteNo: 141094