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Regulatory profile
Westlake, TX · FDIC certificate #59108 · RSSD 5278251
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 | $10.5B | $9.7B | $0.0B | 2.05% | 27.48% | 2.48% |
| 2026-03-31 | $10.4B | $9.6B | $0.0B | 2.04% | 27.66% | 2.47% |
| 2025-12-31 | $10.4B | $9.6B | $0.0B | 1.97% | 25.27% | 2.39% |
| 2025-09-30 | $9.7B | $8.9B | $0.0B | 1.97% | 24.94% | 2.38% |
| 2025-06-30 | $9.7B | $8.9B | $0.0B | 1.94% | 24.40% | 2.38% |
| 2025-03-31 | $9.8B | $9.0B | $0.0B | 1.91% | 24.20% | 2.40% |
| 2024-12-31 | $10.1B | $9.3B | $0.0B | 1.78% | 22.48% | 2.13% |
| 2024-09-30 | $9.6B | $8.7B | $0.0B | 1.71% | 21.47% | 2.09% |
| 2024-06-30 | $9.5B | $8.6B | $0.0B | 1.71% | 22.92% | 2.10% |
| 2024-03-31 | $10.2B | $9.4B | $0.0B | 1.73% | 24.79% | 2.19% |
| 2023-12-31 | $10.2B | $9.5B | $0.0B | 1.61% | 40.22% | 2.13% |
| 2023-09-30 | $11.4B | $10.9B | $0.0B | 1.56% | 45.22% | 2.10% |
| 2023-06-30 | $11.8B | $11.2B | $0.0B | 1.46% | 47.59% | 2.03% |
| 2023-03-31 | $11.8B | $11.4B | $0.0B | 1.32% | 51.82% | 2.04% |
| 2022-12-31 | $13.0B | $12.7B | $0.0B | 1.02% | 23.20% | 1.49% |
| 2022-09-30 | $14.2B | $13.9B | $0.0B | 0.91% | 18.59% | 1.36% |
| 2022-06-30 | $15.5B | $14.7B | $0.0B | 0.82% | 14.50% | 1.20% |
| 2022-03-31 | $15.6B | $14.8B | $0.0B | 0.73% | 11.84% | 1.06% |
| 2021-12-31 | $15.9B | $14.8B | $0.0B | 0.85% | 9.90% | 1.01% |
| 2021-09-30 | $14.7B | $13.5B | $0.0B | 0.86% | 9.57% | 1.00% |
| 2021-06-30 | $11.9B | $10.7B | $0.0B | 0.83% | 8.86% | 0.99% |
| 2021-03-31 | $12.3B | $11.1B | $0.0B | 0.84% | 9.13% | 1.01% |
| 2020-12-31 | $12.5B | $11.2B | $0.0B | 1.15% | 12.78% | 1.39% |
| 2020-09-30 | $11.7B | $10.5B | $0.0B | 1.24% | 13.87% | 1.50% |
| 2020-06-30 | $11.2B | $10.0B | $0.0B | 1.35% | 15.69% | 1.67% |
| 2020-03-31 | $10.7B | $9.6B | $0.0B | 1.53% | 19.11% | 1.82% |
| 2019-12-31 | $6.1B | $5.6B | $0.0B | 1.51% | 10.25% | 1.99% |
| 2019-09-30 | $5.7B | $5.3B | $0.0B | 1.31% | 6.62% | 1.74% |
Ownership, transformations and revisions
NIC relationships are time-bounded. Reviewed filing revisions remain distinct from mergers.
CHARLES SCHWAB CORPORATION, THERSSD 1026632 · 2018-07-02 to current
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.