← Online Brokers & Investing

Fidelity vs Charles Schwab

AI visibility head-to-head, Online Brokers & Investing — run #77 (2026-08-01). Current scores are statistically indistinguishable (overlapping 95% CIs).

Fidelity

43.6
95% CI40.8–46.0
Industry rank#1
perplexity47.1
openai-search43.7
google-search54.4
anthropic48.1
google56.3
openai39.2
vs

Charles Schwab

39.4
95% CI36.8–41.9
Industry rank#2
perplexity38.0
openai-search36.7
google-search47.0
anthropic42.4
google51.3
openai35.8

By question type

Share of answers mentioning each brand, split by the intent behind the question. The panel asks 10 prompts of each type, so a lead here shows where one brand wins — not just that it wins overall.

Question typeFidelityCharles Schwab
Recommendations
“What's the best option for me?”
73%71%
Comparisons
“How do the top options stack up?”
60%60%
Ready to buy
“Which one should I actually get?”
22%28%
Problem-solving
“I have this problem — what fixes it?”
45%51%
Informational
“How does this kind of product work?”
27%33%

Bold marks the higher point estimate; the headline verdict above uses non-overlapping confidence intervals. Methodology

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