- Visibility31
- Citations4
- Sentiment87
- Site quality80
- AI readiness21
AI assistants name Charles Schwab in 31.7% of answers, much more often than the typical company in the finance sector. It has an overall score of 43 out of 100, ranking 175th of 2,047 in the study. Its website passes 3 of 14 technical checks that measure how ready it is for AI tools.
We asked 15 unbranded questions about the finance market: none named Charles Schwab. AI assistants named it in 19 of 60 answers (31.7%). The typical finance company is named in 3.3% of answers. By how often it is named, Charles Schwab ranks 14 of 205 in its sector.
Every dot is a company in the study. Hover one to see it; click to open its report.
This companySame sectorEvery other companyNever named
Five parts, each scored out of 100.
How often AI assistants name the company
How often AI uses the company's own website as a source
How positively AI describes the company
How well built the website's own pages are
How easily AI tools can read and use the website
Visibility is calculated from the answers on this page. How the score is built.
205 companies in this sector. The line on each bar is the typical company.
An answer that names the company
“How can retirees use online investment platforms to generate regular income?”
Retirees can effectively use online investment platforms to generate regular income by employing a variety of strategies and choosing platforms that cater to their specific needs. These platforms offer diverse investment options, from automated portfolios to self-directed trading, and can help manage the shift from accumulating wealth to drawing income.
Here's how retirees can utilize online investment platforms for regular income:
1. Income-Generating Investments:
Dividend Stocks and ETFs: Investing in dividend-paying stocks or exchange-traded funds (ETFs) that focus on high-div …
The AI’s answer as we received it, shortened and not checked for accuracy.
How the mentions in these answers were split between this company and its rivals
Answers naming it, out of answers received
What this website publishes for an AI agent to read, use and buy from, on a scale of six levels.
- 0
- 1
- 2
- 3
- 4
- 5
Level 0: Not yet agent-ready. Agents struggle to find basic information about the site.
- 2 of robots.txt, Sitemap, Link headers
Show every check, for your technical teamHide the checks
- study: 92.0%robots.txtNot met
Publish a valid robots.txt with crawl rules and a Sitemap line.
- study: 86.8%SitemapNot met
Serve an XML sitemap and reference it from robots.txt.
- study: 0.3%Link headersNot met
Send Link headers such as rel="api-catalog" or rel="describedby" on the homepage.
- study: 5.5%DNS for AI DiscoveryNot present
Advertise agent endpoints with SVCB records under _agents.
- study: 1.9%Markdown negotiationNot met
Return a markdown version when asked with Accept: text/markdown, for example at the CDN.
- study: 25.1%llms.txtNot met
Publish an llms.txt with a short summary and the key links.
- study: 93.4%AI bot rulesNot met
Add explicit robots.txt groups for the main AI crawlers.
- study: 1.4%Content SignalsNot met
Add a Content-Signal line for search, ai-input and ai-train to robots.txt.
- study: 0.2%Web Bot AuthNot present
Only relevant if you run your own agents or crawlers: publish a signing key directory.
- study: 0.3%API CatalogNot met
List public APIs in a linkset at /.well-known/api-catalog.
- study: 11.8%OAuth discoveryNot met
Publish OpenID Connect or OAuth server metadata under /.well-known.
- study: 10.3%OAuth Protected ResourceNot met
Serve protected resource metadata at /.well-known/oauth-protected-resource.
- study: 0.0%auth.mdNot met
Publish an auth.md describing how agents sign in.
- study: 0.2%MCP Server CardNot met
Offer an MCP server and publish its server card under /.well-known.
- study: 0.1%A2A Agent CardNot met
Publish an agent card at /.well-known/agent-card.json.
- study: 0.2%Agent SkillsNot met
Publish a skills index with the main tasks agents can do.
- study: 33.7%WebMCPCould not check
Register key actions such as search or cart as WebMCP tools.
- study: 0.1%ARD manifestNot met
Publish an ai-catalog.json listing every agent interface.
Score 0 of 100 · 97% of checks could run · checked on October 5, 2026 · www.schwab.com · 2,047 companies scanned
3 of 14 passed. This list is for your technical team. The percentage is how many companies in the study pass each check.
These 14 checks ran during the audit and are what the AI readiness part of the overall score counts. The scan above ran later and is stricter on Link headers and Markdown, so a check can pass here and not there.
Show the 14 checksHide them
- Passedrobots.txt publishedstudy: 85.0%
- PassedXML sitemapstudy: 73.2%
- Not metHTTP Link headers (RFC 8288)study: 29.0%
- Not metMarkdown content negotiationstudy: 8.3%
- Not metllms.txt publishedstudy: 21.7%
- PassedToken budget (page weight)study: 95.2%
- Not metExplicit AI bot rulesstudy: 13.0%
- Not metAPI Catalog (.well-known/api-catalog)study: 0.2%
- Not metOAuth Authorization Server discoverystudy: 10.1%
- Not metOAuth Protected Resource discoverystudy: 9.3%
- Not metMCP Server Cardstudy: 0.0%
- Not metA2A Agent Cardstudy: 0.0%
- Not metWebMCP toolsstudy: 4.2%
- Not metAgent Skills declaredstudy: 0.0%
This website sets no rules for any AI crawler by name, like 84% of the websites whose rules we could read. Every AI crawler follows its general rules.
- GPTBotpartly
- ClaudeBotpartly
- Anthropic-AIpartly
- Google-Extendedpartly
- Applebot-Extendedpartly
- Meta-ExternalAgentpartly
- FacebookBotpartly
- Bytespiderpartly
- CCBotpartly
- Diffbotpartly
- Omgilibotpartly
- OAI-SearchBotpartly
- Claude-SearchBotpartly
- PerplexityBotpartly
- Applebotpartly
- Amazonbotpartly
- YouBotpartly
- ChatGPT-Userpartly
- Claude-Userpartly
- Perplexity-Userpartly
- DuckAssistBotpartly
- MistralAI-Userpartly
Read from the website’s own rules file (robots.txt). An asterisk marks a crawler the file names. The rest follow its general rules. “Partly” means only some pages are blocked.
How many times each website was listed as a source in these answers
In the study as S&P 500.
- How can retirees use online investment platforms to generate regular income?
- What are the main differences between full-service wealth management and do-it-yourself investing platforms?
- How do management fees typically vary between self-directed and advisor-supported investment options?
- What are alternatives to online brokerages for building a retirement portfolio?
- How do robo-advisors compare to traditional online brokerages for retirement planning?
- Is opening an individual brokerage account worth it for someone new to investing?
- What should I do if my brokerage account application is taking too long to process?
- How can I find reputable platforms for retirement account management with low fees?
- Are there low-cost alternatives to traditional brokerage accounts for US investors?
- What are the best online brokerages for self-directed investors in the US?
- How can I resolve issues with transferring assets between investment accounts?
- What is the best way to manage both trading and long-term investing under one account?
- Are automated investing portfolios a good option for retirement savings?
- What fees should I expect with commission-free trading platforms?
- What options do investors have besides automated investment services for portfolio diversification?
Columns, left to right: OpenAI, Claude, Perplexity, Gemini. The AI assistants often disagree. Across the study, on 40% of the questions where a company is named, only one of the four names it.
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<a href="https://aeo-audit.rezolve.com/us/schwab.com"><img src="https://aeo-audit.rezolve.com/us/badges/schwab.com.svg" alt="Overall score 43 of 100, US AI Visibility Study 2026" width="280" height="64"></a>