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Regulatory profile
Westlake, TX · FDIC certificate #57450 · RSSD 3150447
Performance workbook
Open the interactive workbook to compare reported quarterly history with national, asset-band and state peers.
Peer interpretation
$250B+ asset cohort · 18 institutions
Deterministic peer comparison, not a regulatory rating or diagnosis. “Opportunity” means lower favorable percentile within this asset cohort.
Reported performance
Period-matched peer context
Percentiles use 18 verified constituents for the same filing period.
Ten-year database
| Quarter | Assets | Deposits | Net loans | ROA | ROE | NIM |
|---|---|---|---|---|---|---|
| 2026-06-30 | $250.8B | $225.2B | $67.2B | 1.33% | 18.03% | 2.14% |
| 2026-03-31 | $242.9B | $219.9B | $57.5B | 1.29% | 17.40% | 2.08% |
| 2025-12-31 | $253.8B | $230.5B | $54.7B | 0.94% | 11.76% | 1.60% |
| 2025-09-30 | $243.1B | $214.3B | $50.9B | 0.87% | 10.72% | 1.50% |
| 2025-06-30 | $247.7B | $209.5B | $48.4B | 0.80% | 10.03% | 1.43% |
| 2025-03-31 | $260.4B | $219.9B | $45.6B | 0.74% | 9.64% | 1.33% |
| 2024-12-31 | $275.4B | $231.3B | $44.2B | 0.29% | 4.54% | 0.72% |
| 2024-09-30 | $272.7B | $222.2B | $42.5B | 0.21% | 3.44% | 0.64% |
| 2024-06-30 | $273.8B | $224.0B | $41.5B | 0.22% | 3.76% | 0.65% |
| 2024-03-31 | $286.7B | $238.3B | $40.1B | 0.23% | 4.08% | 0.67% |
| 2023-12-31 | $304.5B | $257.6B | $40.1B | 0.28% | 7.46% | 0.82% |
| 2023-09-30 | $301.8B | $253.5B | $40.0B | 0.36% | 10.68% | 0.90% |
| 2023-06-30 | $329.4B | $271.8B | $39.8B | 0.40% | 13.26% | 0.99% |
| 2023-03-31 | $347.2B | $291.9B | $39.8B | 0.46% | 18.26% | 1.24% |
| 2022-12-31 | $348.7B | $326.0B | $40.8B | 0.80% | 18.80% | 1.52% |
| 2022-09-30 | $360.8B | $349.5B | $42.2B | 0.80% | 16.99% | 1.50% |
| 2022-06-30 | $407.9B | $389.5B | $41.5B | 0.75% | 14.37% | 1.40% |
| 2022-03-31 | $434.6B | $412.6B | $39.3B | 0.67% | 12.00% | 1.29% |
| 2021-12-31 | $420.5B | $392.7B | $36.7B | 0.69% | 10.08% | 1.27% |
| 2021-09-30 | $379.3B | $349.2B | $33.2B | 0.68% | 9.83% | 1.28% |
| 2021-06-30 | $358.1B | $327.4B | $29.0B | 0.66% | 9.74% | 1.27% |
| 2021-03-31 | $351.1B | $328.4B | $25.5B | 0.68% | 10.63% | 1.27% |
| 2020-12-31 | $342.0B | $317.8B | $24.0B | 0.90% | 13.01% | 1.59% |
| 2020-09-30 | $307.9B | $284.3B | $22.4B | 0.95% | 13.52% | 1.69% |
| 2020-06-30 | $292.4B | $267.7B | $21.0B | 1.02% | 14.59% | 1.81% |
| 2020-03-31 | $270.2B | $247.4B | $19.6B | 1.13% | 16.31% | 1.99% |
| 2019-12-31 | $216.7B | $201.4B | $18.3B | 1.62% | 22.90% | 2.31% |
| 2019-09-30 | $207.8B | $191.7B | $17.0B | 1.62% | 22.71% | 2.32% |
| 2019-06-30 | $214.5B | $195.3B | $16.7B | 1.61% | 22.85% | 2.30% |
| 2019-03-31 | $222.1B | $205.7B | $16.6B | 1.62% | 23.62% | 2.33% |
| 2018-12-31 | $234.0B | $217.8B | $16.8B | 1.51% | 22.22% | 2.20% |
| 2018-09-30 | $217.0B | $201.3B | $16.6B | 1.48% | 21.57% | 2.19% |
| 2018-06-30 | $207.8B | $190.9B | $16.6B | 1.45% | 21.18% | 2.15% |
| 2018-03-31 | $198.8B | $184.3B | $16.4B | 1.42% | 20.85% | 2.09% |
| 2017-12-31 | $198.6B | $169.7B | $16.6B | 1.06% | 15.50% | 1.94% |
| 2017-09-30 | $187.6B | $165.3B | $16.3B | 1.08% | 15.63% | 1.94% |
| 2017-06-30 | $175.7B | $162.4B | $15.9B | 1.08% | 15.54% | 1.94% |
| 2017-03-31 | $180.5B | $167.0B | $15.5B | 1.05% | 15.50% | 1.89% |
| 2016-12-31 | $175.7B | $163.6B | $15.4B | 0.95% | 14.13% | 1.73% |
| 2016-09-30 | $165.2B | $149.7B | $14.9B | 0.94% | 13.95% | 1.72% |
| 2016-06-30 | $153.9B | $137.3B | $14.7B | 0.94% | 13.99% | 1.73% |
| 2016-03-31 | $147.0B | $135.8B | $14.4B | 0.94% | 14.12% | 1.74% |
Ownership, transformations and revisions
NIC relationships are time-bounded. Reviewed filing revisions remain distinct from mergers.
CHARLES SCHWAB CORPORATION, THERSSD 1026632 · 2011-07-21 to current
CHARLES SCHWAB CORPORATION, THERSSD 1026632 · 2003-04-28 to 2007-11-15
None matched.
No reviewed revisions published.
Latest registered batch · retrieved 8/27/2026, 10:51:00 AM · SHA-256 56519b9e6ae2ada5757ec111f52c6451d5e31d6d47a52fdcf0bf38acf129fcaa · source ↗
Put it in context
Use consistent definitions, then verify material findings against the official filing.