Charles Schwab Bank · California · 2025

Charles Schwab Bank in California: approval rate, denial rate and rates (2025)

Charles Schwab Bank took 1,880 mortgage applications in California in 2025, ranking #110 of 1,147 lenders active in the state. It originated 93.0% of them and denied 5.3% (5.3% of the applications it decided), against a statewide denial rate of 17.4%.

1.9kApplicationsin CA
5.3%Decision denial ratestate 22.4%
5.50%Median ratestate 6.63%
$1,160,000Median loanstate $385,000
$2.3BVolume37 counties

Charles Schwab Bank in California vs the state

5.3%Denial rate-12.15 pts vs state
5.3%Decision denial rate-17.13 pts vs state
93.0%Origination rate+36.78 pts vs state
5.50%Median rate-1.13 pts vs state
-0.21Rate spread (pts)-0.48 pts vs state
$460kMedian applicant income
1,748Loans originated
99Denied

Trend in California

YearApplicationsOriginatedDenial rateMedian rateRank in state
20238047306.6%5.93%#154
20241,3381,2256.7%5.98%#130
20251,8801,7485.3%5.50%#110

What Charles Schwab Bank lends in California

By loan purpose

Home purchase 977 52% · 3.9% denied
Refinance 528 28% · 6.8% denied
Cash-out refinance 191 10% · 5.8% denied
Home improvement 49 3% · 6.1% denied
Other / HELOC 135 7% · 8.2% denied

By loan type

Conventional 1,880 100% · 5.3% denied

Why it denied California applicants

Collateral 44 44%
Debt-to-income ratio 37 37%
Unverifiable information 7 7%
Other 6 6%
Insufficient cash 2 2%
Incomplete application 1 1%
Credit history 1 1%
Employment history 1 1%

Where in California

Counties with the most Charles Schwab Bank applications in 2025.

CountyApplicationsOriginatedDeniedDenial rate
Los Angeles County 30627322 7.2%
Santa Clara County 24323110 4.1%
San Diego County 19717716 8.1%
Orange County 18517410 5.4%
Alameda County 1301246 4.6%
San Francisco County 12010811 9.2%
San Mateo County 1141122 1.8%
Contra Costa County 98961 1.0%
Marin County 75712 2.7%
Riverside County 61581 1.6%

Other large lenders in California

LenderGradeApplicationsDenial rateMedian rate
United Shore Financial ServicesB 79,26112.6%6.49%
Rocket MortgageC 58,92517.6%6.75%
Bank of AmericaF 40,19030.8%5.99%
U.S. BankD 32,49331.6%6.50%
JPMorgan Chase BankB 22,0489.7%6.13%
Spring EqD 21,60150.8%8.88%
SchoolsfirstA 19,08610.0%6.25%
Pennymac Loan ServicesC 18,75413.5%6.50%
NewrezD 17,00019.3%6.63%
Loandepot.ComD 16,64518.7%6.63%

Frequently asked questions

California: 1,880 applications in 2025, of which 1,748 were originated and 99 denied.

5.3% of all applications, or 5.3% of the applications it actually decided on. The California statewide average across all lenders was 17.4%.

The median rate on loans Charles Schwab Bank originated in California in 2025 was 5.50%, against a statewide median of 6.63%.

About this data. Figures are Charles Schwab Bank's own HMDA filing for properties located in California, 2025. The grade is national; state-level figures are shown for context and are not separately graded. Methodology