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Regulatory profile
Westlake, TX · FDIC certificate #33497 · RSSD 1893049
Performance workbook
Open the interactive workbook to compare reported quarterly history with national, asset-band and state peers.
Peer interpretation
$10B–$50B asset cohort · 112 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 107 verified constituents for the same filing period.
Ten-year database
| Quarter | Assets | Deposits | Net loans | ROA | ROE | NIM |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26.6B | $24.5B | $0.0B | 1.52% | 20.07% | 2.44% |
| 2026-03-31 | $27.4B | $25.4B | $3.6B | 1.50% | 20.23% | 2.35% |
| 2025-12-31 | $27.0B | $25.0B | $3.5B | 1.47% | 17.28% | 2.29% |
| 2025-09-30 | $25.1B | $22.7B | $2.9B | 1.45% | 16.51% | 2.25% |
| 2025-06-30 | $24.4B | $22.2B | $2.3B | 1.43% | 16.25% | 2.22% |
| 2025-03-31 | $25.3B | $22.9B | $1.8B | 1.35% | 15.49% | 2.12% |
| 2024-12-31 | $26.5B | $24.1B | $1.3B | 0.87% | 12.27% | 1.49% |
| 2024-09-30 | $25.8B | $21.5B | $1.0B | 0.80% | 11.75% | 1.40% |
| 2024-06-30 | $25.5B | $20.2B | $0.8B | 0.83% | 12.86% | 1.44% |
| 2024-03-31 | $26.0B | $22.1B | $0.7B | 0.85% | 13.88% | 1.47% |
| 2023-12-31 | $27.7B | $23.3B | $0.5B | 0.38% | 10.60% | 0.92% |
| 2023-09-30 | $27.6B | $20.4B | $0.4B | 0.32% | 10.09% | 0.85% |
| 2023-06-30 | $29.9B | $21.8B | $0.4B | 0.28% | 10.86% | 0.83% |
| 2023-03-31 | $32.1B | $22.8B | $0.3B | 0.18% | 9.76% | 0.86% |
| 2022-12-31 | $31.5B | $28.3B | $0.3B | 0.78% | 20.28% | 1.46% |
| 2022-09-30 | $33.5B | $32.7B | $0.2B | 0.79% | 17.90% | 1.44% |
| 2022-06-30 | $39.6B | $38.1B | $0.1B | 0.74% | 14.85% | 1.34% |
| 2022-03-31 | $40.7B | $38.8B | $0.0B | 0.67% | 12.06% | 1.23% |
| 2021-12-31 | $39.2B | $36.6B | $0.0B | 0.66% | 9.19% | 1.21% |
| 2021-09-30 | $35.6B | $32.9B | $0.0B | 0.66% | 8.99% | 1.23% |
| 2021-06-30 | $33.6B | $30.9B | $0.0B | 0.65% | 8.88% | 1.23% |
| 2021-03-31 | $33.1B | $30.6B | $0.0B | 0.68% | 9.51% | 1.24% |
| 2020-12-31 | $31.6B | $29.2B | $0.0B | 0.95% | 13.67% | 1.63% |
| 2020-09-30 | $28.3B | $26.1B | $0.0B | 1.04% | 14.85% | 1.74% |
| 2020-06-30 | $26.0B | $23.9B | $0.0B | 1.12% | 16.27% | 1.86% |
| 2020-03-31 | $22.4B | $20.6B | $0.0B | 1.22% | 18.05% | 2.01% |
| 2019-12-31 | $14.3B | $13.3B | $0.0B | 1.88% | 25.60% | 2.59% |
| 2019-09-30 | $13.5B | $12.5B | $0.0B | 1.85% | 25.01% | 2.61% |
| 2019-06-30 | $13.8B | $12.6B | $0.0B | 1.82% | 24.68% | 2.58% |
| 2019-03-31 | $14.4B | $13.3B | $0.0B | 1.83% | 26.37% | 2.58% |
| 2018-12-31 | $15.2B | $14.2B | $0.0B | 1.63% | 26.09% | 2.38% |
| 2018-09-30 | $13.1B | $12.2B | $0.0B | 1.50% | 24.47% | 2.25% |
| 2018-06-30 | $9.6B | $9.1B | $0.0B | 1.24% | 21.05% | 1.86% |
| 2018-03-31 | $6.5B | $6.0B | $0.0B | 0.37% | 5.78% | 0.77% |
Ownership, transformations and revisions
NIC relationships are time-bounded. Reviewed filing revisions remain distinct from mergers.
CHARLES SCHWAB CORPORATION, THERSSD 1026632 · 2017-11-01 to current
Unmatched RSSD entityRSSD 1760589 · 2011-07-21 to 2017-10-31
Unmatched RSSD entityRSSD 1760589 · 2000-03-01 to 2011-07-20
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.