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BlastPoint's Banking Scorecard

Charles Schwab Trust Bank

Mid-Market Specialty: Mortgage TX FDIC cert 59108

Westlake, TX

201 banks in Mid-Market tier nationally 14 in TX
View Mid-Market leaderboard (TX) →

Charles Schwab Trust Bank demonstrates 4 strengths

Key Strengths

Areas where this bank excels compared to peers

  • + Profitability Leader: Top 32% in Mid-Market
  • + Revenue Diversifier: Top 46% in Mid-Market
  • + Efficiency Ratio 29.55% below tier
  • + Nonperforming Asset Ratio 0.50% below tier

Key Concerns

Areas that may need attention

No key concerns identified

Core Metrics

As of 2025-Q4

Metric Current vs Tier Tier Avg State Avg (TX) National Avg Tier Percentile
Total Assets ? $10.4B
+3.3% YoY +7.9% QoQ
-$22.1M $10.5B
+2.9% YoY
$2.3B
-0.7% YoY
$5.9B
+6.5% YoY
68%
Total Loans ? $0 -$7.1B $7.1B
+4.5% YoY
$1.0B
+7.5% YoY
$3.1B
+8.5% YoY
Bottom 1% in tier
Total Deposits ? $9.6B
+3.6% YoY +8.4% QoQ
+$1.1B $8.5B
+3.0% YoY
$1.9B
+2.1% YoY
$4.7B
+6.3% YoY
71%
Return on Assets ? 1.97%
+10.6% YoY -0.2% QoQ
+0.81% 1.16%
+9.4% YoY
1.40%
+9.8% YoY
1.12%
+15.6% YoY
Top 7% in tier
Net Interest Margin ? 2.39%
+12.2% YoY +0.1% QoQ
-1.01% 3.40%
+7.9% YoY
4.07%
+5.6% YoY
3.75%
+7.1% YoY
Bottom 14% in tier
Efficiency Ratio ? 27.05%
-8.2% YoY -2.7% QoQ
-29.55% 56.60%
-3.2% YoY
61.95%
-3.4% YoY
65.09%
-5.1% YoY
Top 2% in tier
Delinquency Rate ? - - 0.68%
+12.0% YoY
0.57%
+45.3% YoY
0.66%
+20.3% YoY
-
Loan-to-Deposit Ratio ? 0.00% -85.47% 85.47%
+1.1% YoY
67.65%
-1.7% YoY
78.04%
+0.7% YoY
-
Non-Interest-Bearing Deposit Share ? 12.79%
-4.2% YoY -7.7% QoQ
-7.84% 20.64%
-0.3% YoY
29.04%
-1.4% YoY
21.79%
-1.3% YoY
22%
Nonperforming Asset Ratio ? 0.00% -0.50% 0.50%
+7.3% YoY
0.42%
+34.9% YoY
0.48%
+20.8% YoY
Top 1% in tier
Tier 1 Capital Ratio ? 85.96%
-4.2% YoY +3.8% QoQ
+72.41% 13.55%
+1.8% YoY
10.86%
-2.2% YoY
9.75%
-1.9% YoY
-
Non-Interest Income / Assets ? 1.14%
-1.5% YoY +25.5% QoQ
+0.18% 0.96%
+7.1% YoY
0.87%
+17.4% YoY
0.65%
+0.6% YoY
82%

Signature Analysis

Strengths (4)

Profitability Leader

growth
#17 of 51 · Top 32% in Mid-Market

Top-quartile profitability for peers of this size. Strong fundamentals and operational efficiency.

Why this signature
Return on Assets: 1.97%
(Tier: 1.16%, National: 1.12%)
better than tier avg
51 of 51 Mid-Market banks match · 444 nationally
→ Stable +5 banks QoQ | QoQ rank declining

Revenue Diversifier

growth
#23 of 49 · Top 46% in Mid-Market

Top-quartile non-interest income relative to assets. Revenue less dependent on spread - more resilient to rate cycles.

Why this signature
Noninterest Income / Assets: 1.14%
(Tier: 0.96%, National: 0.65%)
better than tier avg
Return on Assets: 1.97%
(Tier: 1.16%, National: 1.12%)
better than tier avg
49 of 49 Mid-Market banks match · 441 nationally
→ Stable +4 banks QoQ | QoQ rank declining

Efficiency Ratio

metric
Top 2% in Mid-Market
Why this stands out
Current: 27.05%
(Tier avg: 56.60%, National avg: 65.09%)

Nonperforming Asset Ratio

metric
Top 1% in Mid-Market
Why this stands out
Current: 0.00%
(Tier avg: 0.50%, National avg: 0.48%)

Concerns (0)

No concerns identified

Metric Rankings

How this bank ranks across all 12 tracked metrics. Switch cohort to compare against different peer sets.

Strengths: Metrics in the top 25% (75th percentile or higher) Concerns: Metrics in the bottom 25%

Comparing against 201 peers in Mid-Market tier

Top Strengths

100
Nonperforming Asset Ratio
Current: 0.00% · Tier avg: 0.50%
100th pctile
98
Efficiency Ratio
Current: 27.05% · Tier avg: 56.60%
98th pctile
93
Return on Assets
Current: 1.97% · Tier avg: 1.16%
93th pctile
82
Non-Interest Income / Assets
Current: 1.14% · Tier avg: 0.96%
82th pctile
71
Total Deposits
Current: $9.6B · Tier avg: $8.5B
71th pctile
68
Total Assets
Current: $10.4B · Tier avg: $10.5B
68th pctile
22
Non-Interest-Bearing Deposit Share
Current: 12.79% · Tier avg: 20.64%
22th pctile
14
Net Interest Margin
Current: 2.39% · Tier avg: 3.40%
14th pctile
1
Total Loans
Current: $0 · Tier avg: $7.1B
1th pctile

Top Weaknesses

1
Total Loans
Current: $0 · Tier avg: $7.1B
1th pctile
14
Net Interest Margin
Current: 2.39% · Tier avg: 3.40%
14th pctile
22
Non-Interest-Bearing Deposit Share
Current: 12.79% · Tier avg: 20.64%
22th pctile
68
Total Assets
Current: $10.4B · Tier avg: $10.5B
68th pctile
71
Total Deposits
Current: $9.6B · Tier avg: $8.5B
71th pctile
82
Non-Interest Income / Assets
Current: 1.14% · Tier avg: 0.96%
82th pctile
93
Return on Assets
Current: 1.97% · Tier avg: 1.16%
93th pctile
98
Efficiency Ratio
Current: 27.05% · Tier avg: 56.60%
98th pctile
100
Nonperforming Asset Ratio
Current: 0.00% · Tier avg: 0.50%
100th pctile
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