Charles Schwab has a total of 296 patents globally, out of which 196 have been granted. Of these 296 patents, more than 65% patents are active. United States of America is where Charles Schwab has filed the maximum number of patents, followed by Canada and United Kingdom, it has generated an annual revenue of $18.52 billion in the year 2021. Parallelly, United States of America seems to be the main focused R&D center and is also the origin country of Charles Schwab.
Charles Schwab was founded in the year 1971 by Charles R. Schwab. Company is doing business in banking, commercial banking, investing and related services including consulting, and wealth management advisory services to both retail and institutional clients. As of March 2022, Charles Schwab has a market cap of $152.1 Billion.
Do read about some of the most popular patents of Charles Schwab which have been covered by us in this article and also you can find Charles Schwab’s patents information, the worldwide patent filing activity and its patent filing trend over the years, and many other stats over Charles Schwab’s patent portfolio.
How many patents does the founder and the CEO of Charles Schwab have?
The founders, Charles R. Schwab has 0 patents. The CEO, Walter W Bettinger II has 0 patents.
How many patents does Charles Schwab have?
Charles Schwab has a total of 296 patents globally. These patents belong to 156 unique patent families. Out of 296 patents, 194 patents are active.
How many Charles Schwab patents are Alive/Dead?
Worldwide Patents
Patent Families
How Many Patents did Charles Schwab File Every Year?
Are you wondering why there is a drop in patent filing for the last two years? It is because a patent application can take up to 18 months to get published. Certainly, it doesn’t suggest a decrease in the patent filing.
| Year of Patents Filing or Grant | Charles Schwab Applications Filed | Charles Schwab Patents Granted |
| 2011 | 4 | 13 |
| 2012 | 20 | 9 |
| 2013 | 28 | 19 |
| 2014 | 16 | 15 |
| 2015 | 12 | 4 |
| 2016 | 21 | 11 |
| 2017 | 9 | 21 |
| 2018 | 8 | 11 |
| 2019 | 31 | 13 |
| 2020 | 32 | 16 |
| 2021 | 2 | 17 |
| 2022 | – | 2 |
How Many Patents did Charles Schwab File in Different Countries?
Countries in which Charles Schwab Filed Patents
| Country | Patents |
| United States Of America | 254 |
| Canada | 10 |
| United Kingdom | 4 |
| Australia | 2 |
| Europe | 1 |
| Singapore | 1 |
Where are Research Centers of Charles Schwab Patents Located?
10 Best Charles Schwab Patents
US6709330B1 is the most popular patent in the Charles Schwab portfolio. It has received 383 citations so far from companies like Algorithmics International, Cantor Index, and Cfph.
Below is the list of 10 most cited patents of Charles Schwab:
| Publication Number | Citation Count |
| US6709330B1 | 383 |
| US6901383B1 | 227 |
| US6681205B1 | 105 |
| US7016873B1 | 96 |
| US20050010516A1 | 75 |
| US6401105B1 | 71 |
| US7174363B1 | 69 |
| US6961756B1 | 68 |
| US20050256797A1 | 64 |
| US7383218B1 | 62 |
Which Companies are using Charles Schwab Patents to Advance their Research?
If patents or patents from a particular technology area of a company receive a lot of citations, it implies that the technology is being followed and incrementally innovated by the citing companies. It also indicates that citing companies are working on similar and closely related technologies.
The top citing companies in the Charles Schwab patent portfolio are IBM, Bank Of America, and Google.
List of the top forward citing Companies –
| Company | Number of Patents |
| IBM | 12 |
| Bank Of America | 8 |
| 5 | |
| Microsoft | 4 |
| Chicago Mercantile Exchange | 4 |
| Toronto Dominion Bank | 3 |
| Samsung | 3 |
| Credit Suisse | 3 |
| Trading Technologies International | 3 |
| Fmr | 3 |
Count of 102 and 103 Type Rejections based on Charles Schwab Patents
Top Charles Schwab Patents used in Rejecting Most Patent Applications
| Patent Number | Count of Rejected Applications |
| US20050010516A1 | 12 |
| US6709330B1 | 10 |
| US6954799B2 | 10 |
| US7016873B1 | 6 |
| US7970694B2 | 6 |
| US8799243B1 | 6 |
| US8635130B1 | 6 |
| US6681205B1 | 6 |
| US8768800B2 | 6 |
| US6966028B1 | 6 |
| US6978238B2 | 5 |
| US8628150B2 | 5 |
| US7383218B1 | 5 |
| US7860774B1 | 4 |
| US8612321B2 | 4 |
What Percentage of Charles Schwab US Patent Applications were Granted?
Charles Schwab (Excluding its subsidiaries) has filed 100 patent applications at USPTO so far (Excluding Design and PCT applications). Out of these 85 have been granted leading to a grant rate of 94.44%.
Below are the key stats of Charles Schwab patent prosecution at the USPTO.
Which Law Firms Filed Most US Patents for Charles Schwab?
| Law Firm | Total Application | Success Rate |
| Innovation Partners | 29 | 100.00% |
| Kilpatrick Townsend & Stockton Llp West Coast | 21 | 100.00% |
| Charles E Gotlieb | 6 | 83.33% |
| Goodwin Procter Llp | 3 | 100.00% |
| Fenwick & West Llp | 2 | 100.00% |
| Greenberg Traurig Nj | 2 | 0% |
| Proskauer Rose Llp | 2 | 0.00% |
| Dergosits & Noah Llp | 1 | 0.00% |
| Dla Piper Us Llp | 1 | 100.00% |
| Farella Braun & Martel | 1 | 0% |
Charles Schwab’s inventions are all based on significant insights into the requirements and desires of consumers. Charles Schwab is working on a wide range of projects, combining the hunt for breakthrough technology with the continual need to adapt to consumer needs and improve the sustainability of Charles Schwab products.
Charles Schwab accomplishes this by combining significant consumer trends, cutting-edge science, and the use of data and digital technologies to create exceptional products, services, and experiences.
EXCLUSIVE INSIGHTS COMING SOON!
What are Charles Schwab key innovation segments?
What Technologies are Covered by Charles Schwab?
The chart below distributes patents filed by Charles Schwab in different countries on the basis of the technology protected in patents. It also represents the markets where Charles Schwab thinks it’s important to protect particular technology inventions.
R&D Focus: How Charles Schwab search focus changed over the years?
EXCLUSIVE INSIGHTS COMING SOON!
Interested in knowing about the areas of innovation that are being protected by Charles Schwab?