11 pending office actions • 2 clients
| Client (Assignee) | Pending OAs |
|---|---|
| Charles Schwab & Co., Inc. | 10 |
| Charles Schwab & Co., Inc. | 1 |
| App # | Title | Client | Examiner | Art Unit | Status | Filed |
|---|---|---|---|---|---|---|
| 19022409 | SYSTEM AND METHOD FOR TRADING SECURITIES USING PORTFOLIOS DEFINED BY AN ADVISOR | Charles Schwab & Co., Inc. | TRAN, HAI | 3695 | Non-Final OA | Jan 15, 2025 |
| 18961567 | SYSTEM AND METHOD FOR AUTHENTICATING USERS USING WEAK AUTHENTICATION TECHNIQUES, WITH DIFFERENCES FOR DIFFERENT FEATURES | Charles Schwab & Co., Inc. | MALINOWSKI, WALTER J | 2439 | Non-Final OA | Nov 27, 2024 |
| 18939762 | SYSTEMS AND METHODS FOR CONFIGURABLE ORDERED TRANSFORMATION OF DATABASE CONTENT | Charles Schwab & Co., Inc. | FERRER, JEDIDIAH P | 2153 | Non-Final OA | Nov 07, 2024 |
| 18927350 | SYSTEM AND METHOD FOR DOCUMENT REVIEW AND APPROVAL | Charles Schwab & Co., Inc. | SINGH, RUPANGINI | 3628 | Final Rejection | Oct 25, 2024 |
| 18891323 | APPARATUS FOR DETECTING AND HANDLING ANOMALOUS BEHAVIOR BY USERS AND OTHER ENTITIES | Charles Schwab & Co., Inc. | LIU, I JUNG | 3695 | Non-Final OA | Sep 20, 2024 |
| 18822743 | METHODS, APPARATUSES, SYSTEMS, AND NON-TRANSITORY COMPUTER READABLE MEDIUMS FOR DETECTING FRAUD DURING USER AUTHENTICATION PROCESSES | Charles Schwab & Co., Inc. | SKIRVIN, NATHANIEL CHRISTIAN | 2498 | Non-Final OA | Sep 03, 2024 |
| 18783716 | SYSTEM AND METHOD FOR MANAGING FRACTIONAL SHARES OF EXCHANGE TRADED FUNDS IN RETIREMENT PLANS | Charles Schwab & Co., Inc. | BORLINGHAUS, JASON M | 3692 | Non-Final OA | Jul 25, 2024 |
| 18677155 | SYSTEM AND METHOD FOR OPERATING A FAMILY OF MUTUAL FUNDS OR ETFS | Charles Schwab & Co., Inc. | TRAN, CHRISTINE M | 3695 | Final Rejection | May 29, 2024 |
| 18673961 | SYSTEM AND METHOD FOR DISPLAYING ORDER STATUS AND RECEIVING AND CHANGING ORDERS | Charles Schwab & Co., Inc. | KAZIMI, HANI M | 3691 | Non-Final OA | May 24, 2024 |
| 18449266 | SEARCH SPACE MINIMIZATION FOR COMPUTERIZED TIME-SERIES DATA FORECASTING SYSTEM | Charles Schwab & Co., Inc. | FU, HAO | 3695 | Final Rejection | Aug 14, 2023 |
| 18365525 | SYSTEM AND METHOD FOR LIMITING PROJECT MANAGEMENT RISK | Charles Schwab & Co., Inc. | WHITAKER, ANDREW B | 3629 | Non-Final OA | Aug 04, 2023 |
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